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 |
|---|---|---|---|---|---|
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
Aug 08, 2025 Q2 2025 |
116,349
shares
|
$4.45 Million
0.01% of portfolio
|
Q2 2025
Reduced 5.28%
|
|
|
Hm Payson & CO
Portland, ME |
Apr 29, 2025 Q1 2025 |
115,963
shares
|
$4.44 Million
0.08% of portfolio
|
Q1 2025
Added 0.29%
|
|
|
Boenning & Scattergood, Inc.
|
Jan 25, 2023 Q4 2022 |
115,467
shares
|
$4.42 Million
0.95% of portfolio
|
Q4 2022
Added 4.91%
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
113,559
shares
|
$4.35 Million
0.01% of portfolio
|
Q2 2025
Reduced 6.41%
|
|
|
Guggenheim Capital LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
110,849
shares
|
$4.24 Million
0.03% of portfolio
|
Q2 2025
Added 26.93%
|
|
|
Toth Financial Advisory Corp
|
Jul 14, 2025 Q2 2025 |
110,295
shares
|
$4.22 Million
0.5% of portfolio
|
Q2 2025
Added 18.94%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
109,578
shares
|
$4.19 Million
0.0% of portfolio
|
Q3 2024
Reduced 22.17%
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
Aug 12, 2025 Q2 2025 |
109,494
shares
|
$4.19 Million
1.39% of portfolio
|
Q2 2025
Added 1.2%
|
|
|
First National Bank & Trust CO Of Newtown
|
Jul 21, 2025 Q2 2025 |
107,964
shares
|
$4.13 Million
0.81% of portfolio
|
Q2 2025
Reduced 1.83%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
107,405
shares
|
$4.11 Million
0.0% of portfolio
|
Q2 2025
Added 0.15%
|
|
|
Police & Firemen'S Retirement System Of New Jersey
Trenton, NJ |
Aug 08, 2025 Q2 2025 |
105,243
shares
|
$4.03 Million
0.04% of portfolio
|
Q2 2025
Added 15.25%
|
|
|
Pendal Group LTD
|
Jan 19, 2023 Q4 2022 |
105,045
shares
|
$4.02 Million
0.04% of portfolio
|
Q4 2022
Added 52.5%
|
|
|
Asset Management One Co., Ltd.
|
Jul 31, 2025 Q2 2025 |
103,917
shares
|
$3.98 Million
0.01% of portfolio
|
Q2 2025
Reduced 1.15%
|
|
|
South Dakota Investment Council
Sioux Falls, SD |
Aug 05, 2025 Q2 2025 |
103,006
shares
|
$3.94 Million
0.07% of portfolio
|
Q1 2025
Added 45.07%
|
|
|
Costello Asset Management, Inc
|
Jul 24, 2025 Q2 2025 |
101,844
shares
|
$3.9 Million
1.46% of portfolio
|
Q2 2025
Reduced 2.44%
|
|
|
Advisor Net Financial, Inc
|
Jul 14, 2025 Q2 2025 |
101,536
shares
|
$3.89 Million
0.26% of portfolio
|
Q2 2025
Added 0.04%
|
|
|
Brown Advisory Inc
|
Aug 13, 2025 Q2 2025 |
101,023
shares
|
$3.87 Million
0.01% of portfolio
|
Q2 2025
Reduced 1.99%
|
|
|
Btg Pactual Asset Management Us LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
99,486
shares
|
$3.81 Million
0.4% of portfolio
|
Q2 2025
New holding
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
May 15, 2025 Q1 2025 |
99,429
shares
|
$3.81 Million
0.02% of portfolio
|
Q1 2025
Added 103.86%
|
|
|
Vontobel Holding Ltd.
|
Jul 23, 2025 Q2 2025 |
97,889
shares
|
$3.75 Million
0.01% of portfolio
|
Q2 2025
Reduced 3.11%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
96,736
shares
|
$3.7 Million
0.01% of portfolio
|
Q2 2025
Added 4.84%
|
|
|
Mn Services Vermogensbeheer B.V.
|
Jul 10, 2025 Q2 2025 |
96,200
shares
|
$3.68 Million
0.02% of portfolio
|
Q2 2025
Added 4.23%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
95,978
shares
|
$3.67 Million
0.0% of portfolio
|
Q2 2025
Reduced 3.84%
|
|
|
Jefferies Financial Group Inc.
New York, NY |
Aug 12, 2025 Q2 2025 |
95,235
shares
|
$3.65 Million
0.03% of portfolio
|
Q2 2025
Added 163.07%
|
|
|
Glenmede Investment Management, LP
Philadelphia, PA |
Aug 14, 2025 Q2 2025 |
94,966
shares
|
$3.64 Million
0.02% of portfolio
|
Q2 2025
New holding
|