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 755 institutions that hold shares in the stock, with a total of 224 Million shares, which have been reported (via 13F filing form) to have a value of $8.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Universal Beteiligungs Und Servicegesellschaft Mb H
Frankfurt Am Main, 2M |
Aug 11, 2025 Q2 2025 |
221,852
shares
|
$8.49 Million
0.02% of portfolio
|
Q2 2025
Added 3.19%
|
|
|
Abn Amro Investment Solutions
Paris Cedex 008, |
Aug 08, 2025 Q2 2025 |
220,504
shares
|
$8.44 Million
0.16% of portfolio
|
Q2 2024
Reduced 61.7%
|
|
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
Aug 07, 2025 Q2 2025 |
212,730
shares
|
$8.14 Million
0.01% of portfolio
|
Q2 2025
Reduced 0.07%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
207,742
shares
|
$7.95 Million
0.01% of portfolio
|
Q2 2025
Reduced 14.85%
|
|
|
Cambiar Investors LLC
|
Aug 05, 2025 Q2 2025 |
205,748
shares
|
$7.88 Million
0.35% of portfolio
|
Q2 2025
Reduced 15.79%
|
|
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
Jul 24, 2025 Q2 2025 |
203,603
shares
|
$7.79 Million
0.9% of portfolio
|
Q2 2025
Added 1.62%
|
|
|
Price T Rowe Associates Inc
Baltimore, MD |
Aug 14, 2025 Q2 2025 |
201,888
shares
|
$7.73 Million
0.0% of portfolio
|
Q2 2025
Added 8.87%
|
|
|
Magellan Asset Management LTD
Sydney, C3 |
Aug 06, 2025 Q2 2025 |
199,359
shares
|
$7.63 Million
0.08% of portfolio
|
Q2 2025
Reduced 0.53%
|
|
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
199,208
shares
|
$7.63 Million
0.01% of portfolio
|
Q2 2025
Reduced 3.96%
|
|
|
Creative Planning
Overland Park, KS |
Aug 08, 2025 Q2 2025 |
197,391
shares
|
$7.56 Million
0.01% of portfolio
|
Q2 2025
Added 148.65%
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
192,104
shares
|
$7.35 Million
0.04% of portfolio
|
Q2 2025
Added 1.77%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
183,699
shares
|
$7.03 Million
0.0% of portfolio
|
Q2 2025
Added 1.74%
|
|
|
Apg Asset Management N.V.
Amsterdam, P7 |
Aug 12, 2025 Q2 2025 |
183,281
shares
|
$7.02 Million
0.02% of portfolio
|
Q2 2025
Reduced 5.38%
|
|
|
Nomura Asset Management CO LTD
Tokyo, M0 |
Aug 11, 2025 Q2 2025 |
181,709
shares
|
$6.96 Million
0.02% of portfolio
|
Q2 2025
Added 1.11%
|
|
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
Aug 07, 2025 Q2 2025 |
176,159
shares
|
$6.74 Million
0.02% of portfolio
|
Q2 2025
Added 4.46%
|
|
|
Zimmer Partners, LP
New York, NY |
Aug 14, 2025 Q2 2025 |
175,000
shares
|
$6.7 Million
0.17% of portfolio
|
Q2 2025
New holding
|
|
|
Van Eck Associates Corp
|
Aug 14, 2025 Q2 2025 |
167,390
shares
|
$6.41 Million
0.01% of portfolio
|
Q2 2025
Reduced 0.34%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
164,675
shares
|
$6.3 Million
0.03% of portfolio
|
Q2 2025
Added 9.82%
|
|
|
Wills Financial Group LLC
Richmond, VA |
Aug 13, 2025 Q2 2025 |
161,408
shares
|
$6.18 Million
2.6% of portfolio
|
Q2 2025
Added 3.94%
|
|
|
Natixis Advisors, L.P.
Boston, MA |
Aug 13, 2025 Q2 2025 |
160,894
shares
|
$6.16 Million
0.01% of portfolio
|
Q2 2025
Added 27.09%
|
|
|
Coann Capital LLC
Westport, CT |
Feb 03, 2023 Q4 2022 |
157,623
shares
|
$6.03 Million
3.58% of portfolio
|
Q4 2022
New holding
|
|
|
Abrdn PLC
|
Jul 24, 2025 Q2 2025 |
157,084
shares
|
$6.01 Million
0.01% of portfolio
|
Q2 2025
Added 4.44%
|
|
|
Wills Financial Group, Inc.
|
Feb 14, 2025 Q4 2024 |
156,788
shares
|
$6 Million
2.66% of portfolio
|
Q4 2024
Reduced 2.64%
|
|
|
Assenagon Asset Management S.A.
|
Jul 11, 2025 Q2 2025 |
153,550
shares
|
$5.88 Million
0.01% of portfolio
|
Q2 2025
Added 59.18%
|
|
|
First Manhattan CO
New York, NY |
Aug 14, 2025 Q2 2025 |
152,621
shares
|
$5.84 Million
0.02% of portfolio
|
Q2 2025
Reduced 1.29%
|