Institutional Ownership Essential Utilities, Inc. (WTRG)
This table provides information about the institutional ownership of Essential Utilities, Inc. (WTRG). We have compiled data on the 771 institutions that hold shares in the stock, with a total of 227 Million shares, which have been reported (via 13F filing form) to have a value of $8.79 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Advisor Partners LLC
Walnut Creek, CA |
Aug 11, 2022 Q2 2022 |
4,463
shares
|
$174,190
0.01% of portfolio
|
Q2 2022
Added 3.1%
|
|
|
Bank Julius Baer & Co. Ltd, Zurich
|
Aug 14, 2025 Q2 2025 |
4,300
shares
|
$167,829
0.0% of portfolio
|
Q2 2025
Added 13.01%
|
|
|
National Pension Service
Jeonju Si, Jeollabuk Do, M5 |
Aug 07, 2025 Q2 2025 |
4,183
shares
|
$163,262
0.0% of portfolio
|
Q2 2025
Added 340.32%
|
|
|
Group One Trading, L.P.
Chicago, IL |
Aug 13, 2025 Q2 2025 |
4,016
shares
|
$156,744
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Ci Investments Inc.
Toronto, A6 |
Aug 12, 2025 Q2 2025 |
3,920
shares
|
$152,997
0.0% of portfolio
|
Q2 2025
Reduced 26.74%
|
|
|
Bfsg, LLC
|
Oct 28, 2025 Q3 2025 |
3,869
shares
|
$151,007
0.02% of portfolio
|
Q3 2025
Added 91.35%
|
|
|
Siemens Fonds Invest Gmb H
Munich, 2M |
Aug 14, 2025 Q2 2025 |
3,426
shares
|
$133,716
0.01% of portfolio
|
Q2 2025
Added 14.7%
|
|
|
Bayforest Capital LTD
London, X0 |
Oct 24, 2025 Q3 2025 |
3,412
shares
|
$133,170
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Natixis Investment Managers International
Paris, I0 |
Feb 13, 2025 Q4 2024 |
3,409
shares
|
$133,053
0.01% of portfolio
|
Q3 2024
Reduced 15.47%
|
|
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
Jan 30, 2024 Q4 2023 |
3,342
shares
|
$130,438
0.01% of portfolio
|
Q4 2023
Added 1.36%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
3,341
shares
|
$130,399
0.0% of portfolio
|
Q3 2021
Reduced 8.24%
|
|
|
Umb Bank, N.A.
|
Jul 11, 2025 Q2 2025 |
3,161
shares
|
$123,373
0.0% of portfolio
|
Q2 2025
Added 21.02%
|
|
|
Hanson & Doremus Investment Management
|
Oct 15, 2025 Q3 2025 |
3,142
shares
|
$122,632
0.02% of portfolio
|
Q1 2022
Added 11.02%
|
|
|
Whittier Trust CO
|
Oct 31, 2025 Q3 2025 |
3,130
shares
|
$122,163
0.0% of portfolio
|
Q1 2025
Reduced 3.63%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
3,074
shares
|
$119,978
0.01% of portfolio
|
Q1 2020
Reduced 1.27%
|
|
|
Quarry LP
New York, NY |
Aug 14, 2025 Q2 2025 |
3,055
shares
|
$119,236
0.02% of portfolio
|
Q2 2025
Reduced 6.72%
|
|
|
V Square Quantitative Management LLC
Chicago, IL |
Jul 17, 2025 Q2 2025 |
3,052
shares
|
$119,119
0.02% of portfolio
|
Q2 2025
Reduced 18.35%
|
|
|
Trust CO Of Vermont
|
Oct 14, 2025 Q3 2025 |
3,020
shares
|
$117,870
0.01% of portfolio
|
Q2 2024
Reduced 2.45%
|
|
|
Provenance Wealth Advisors, LLC
Fort Lauderdale, FL |
Aug 15, 2025 Q1 2025 |
3,003
shares
|
$117,207
0.02% of portfolio
|
Q1 2025
Reduced 45.77%
|
|
|
Hantz Financial Services, Inc.
|
Aug 04, 2025 Q2 2025 |
2,994
shares
|
$116,855
0.0% of portfolio
|
Q2 2025
Added 1042.75%
|
|
|
Fifth Third Bancorp
|
Jul 15, 2025 Q2 2025 |
2,969
shares
|
$115,880
0.0% of portfolio
|
Q2 2025
Added 14.28%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
2,932
shares
|
$114,435
0.0% of portfolio
|
Q3 2025
Reduced 6.24%
|
|
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
Oct 29, 2025 Q3 2025 |
2,891
shares
|
$112,835
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
2,747
shares
|
$107,215
0.01% of portfolio
|
Q2 2025
Added 168.26%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
2,740
shares
|
$106,942
0.0% of portfolio
|
Q2 2025
Added 0.4%
|