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 738 institutions that hold shares in the stock, with a total of 223 Million shares, which have been reported (via 13F filing form) to have a value of $8.37 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Amf Tjanstepension Ab
|
Jul 22, 2025 Q2 2025 |
124,096
shares
|
$4.65 Million
0.03% of portfolio
|
Q2 2025
Added 17.62%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
May 15, 2025 Q1 2025 |
123,557
shares
|
$4.63 Million
0.01% of portfolio
|
Q1 2025
Added 19.16%
|
|
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
May 09, 2025 Q1 2025 |
122,840
shares
|
$4.6 Million
0.01% of portfolio
|
Q1 2025
Added 1.97%
|
|
|
Hennessy Advisors Inc
Novato, CA |
Jul 21, 2025 Q2 2025 |
122,200
shares
|
$4.58 Million
0.16% of portfolio
|
Q2 2025
Reduced 27.18%
|
|
|
Texas Permanent School Fund
Austin, TX |
May 14, 2025 Q1 2025 |
119,449
shares
|
$4.48 Million
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Hm Payson & CO
Portland, ME |
Apr 29, 2025 Q1 2025 |
115,963
shares
|
$4.35 Million
0.08% of portfolio
|
Q1 2025
Added 0.29%
|
|
|
Amalgamated Bank
New York, NY |
Apr 25, 2025 Q1 2025 |
115,832
shares
|
$4.34 Million
0.04% of portfolio
|
Q1 2025
Reduced 4.01%
|
|
|
Boenning & Scattergood, Inc.
|
Jan 25, 2023 Q4 2022 |
115,467
shares
|
$4.33 Million
0.95% of portfolio
|
Q4 2022
Added 4.91%
|
|
|
Treasurer Of The State Of North Carolina
|
May 15, 2025 Q1 2025 |
115,213
shares
|
$4.32 Million
0.02% of portfolio
|
Q1 2025
Added 4.06%
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
113,559
shares
|
$4.26 Million
0.01% of portfolio
|
Q2 2025
Reduced 6.41%
|
|
|
Toth Financial Advisory Corp
|
Jul 14, 2025 Q2 2025 |
110,295
shares
|
$4.13 Million
0.5% of portfolio
|
Q2 2025
Added 18.94%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
109,578
shares
|
$4.11 Million
0.0% of portfolio
|
Q3 2024
Reduced 22.17%
|
|
|
Summit Tx Capital, L.P.
Fort Worth, TX |
May 15, 2025 Q1 2025 |
109,058
shares
|
$4.09 Million
0.19% of portfolio
|
Q1 2025
New holding
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
May 13, 2025 Q1 2025 |
108,197
shares
|
$4.05 Million
1.48% of portfolio
|
Q1 2025
Added 8.38%
|
|
|
First National Bank & Trust CO Of Newtown
|
Jul 21, 2025 Q2 2025 |
107,964
shares
|
$4.05 Million
0.81% of portfolio
|
Q2 2025
Reduced 1.83%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
107,240
shares
|
$4.02 Million
0.0% of portfolio
|
Q1 2025
Added 3.89%
|
|
|
Asset Management One Co., Ltd.
|
Apr 23, 2025 Q1 2025 |
105,125
shares
|
$3.94 Million
0.01% of portfolio
|
Q1 2025
Added 15.58%
|
|
|
Pendal Group LTD
|
Jan 19, 2023 Q4 2022 |
105,045
shares
|
$3.94 Million
0.04% of portfolio
|
Q4 2022
Added 52.5%
|
|
|
Costello Asset Management, Inc
|
May 09, 2025 Q1 2025 |
104,386
shares
|
$3.91 Million
1.69% of portfolio
|
Q1 2025
Added 10.81%
|
|
|
Brown Advisory Inc
|
Apr 29, 2025 Q1 2025 |
103,073
shares
|
$3.86 Million
0.01% of portfolio
|
Q1 2025
Reduced 1.61%
|
|
|
South Dakota Investment Council
Sioux Falls, SD |
May 05, 2025 Q1 2025 |
103,006
shares
|
$3.86 Million
0.08% of portfolio
|
Q1 2025
Added 45.07%
|
|
|
Advisor Net Financial, Inc
|
Jul 14, 2025 Q2 2025 |
101,536
shares
|
$3.8 Million
0.26% of portfolio
|
Q2 2025
Added 0.04%
|
|
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
May 15, 2025 Q1 2025 |
101,041
shares
|
$3.79 Million
0.03% of portfolio
|
Q1 2025
Reduced 42.56%
|
|
|
Vontobel Holding Ltd.
|
Apr 25, 2025 Q1 2025 |
101,026
shares
|
$3.79 Million
0.02% of portfolio
|
Q1 2025
Reduced 3.06%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
99,814
shares
|
$3.74 Million
0.01% of portfolio
|
Q1 2025
Reduced 1.73%
|