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 |
|---|---|---|---|---|---|
|
Jacobi Capital Management LLC
|
May 27, 2025 Q1 2025 |
73,024
shares
|
$2.74 Million
0.22% of portfolio
|
Q1 2025
Added 7.76%
|
|
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
May 05, 2025 Q1 2025 |
71,819
shares
|
$2.69 Million
0.03% of portfolio
|
Q4 2024
Reduced 5.13%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
71,401
shares
|
$2.68 Million
0.02% of portfolio
|
Q1 2025
Reduced 16.58%
|
|
|
Louisiana State Employees Retirement System
|
May 01, 2025 Q1 2025 |
70,800
shares
|
$2.65 Million
0.06% of portfolio
|
Q1 2025
Added 1.0%
|
|
|
Forsta Ap Fonden
Stockholm, V7 |
May 12, 2025 Q1 2025 |
70,300
shares
|
$2.63 Million
0.02% of portfolio
|
Q1 2025
Added 0.86%
|
|
|
Kennedy Capital Management, Inc.
St Louis, MO |
May 13, 2025 Q1 2025 |
70,045
shares
|
$2.62 Million
0.07% of portfolio
|
Q1 2025
Reduced 4.73%
|
|
|
Ifm Investors Pty LTD
|
Jul 10, 2025 Q2 2025 |
69,999
shares
|
$2.62 Million
0.03% of portfolio
|
Q2 2025
Reduced 5.77%
|
|
|
Rodgers Brothers Inc.
Harmony, PA |
May 14, 2025 Q1 2025 |
69,713
shares
|
$2.61 Million
0.39% of portfolio
|
Q1 2025
Reduced 3.06%
|
|
|
Aurora Investment Counsel
Atlanta, GA |
May 01, 2025 Q1 2025 |
69,414
shares
|
$2.6 Million
1.65% of portfolio
|
Q1 2025
New holding
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
May 12, 2025 Q1 2025 |
69,039
shares
|
$2.59 Million
0.1% of portfolio
|
Q1 2025
Reduced 24.11%
|
|
|
Core Commodity Management, LLC
Stamford, CT |
May 15, 2025 Q1 2025 |
68,883
shares
|
$2.58 Million
1.07% of portfolio
|
Q1 2025
New holding
|
|
|
Marshall Wace, LLP
London, X0 |
May 15, 2025 Q1 2025 |
68,342
shares
|
$2.56 Million
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
State Of Michigan Retirement System
|
Apr 30, 2025 Q1 2025 |
67,871
shares
|
$2.54 Million
0.02% of portfolio
|
Q1 2025
Added 0.89%
|
|
|
Voya Investment Management LLC
Atlanta, GA |
Jun 18, 2025 Q1 2025 |
67,762
shares
|
$2.54 Million
0.0% of portfolio
|
Q1 2025
Added 13.83%
|
|
|
Connor, Clark & Lunn Investment Management Ltd.
|
May 12, 2025 Q1 2025 |
67,219
shares
|
$2.52 Million
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Covea Finance
|
Jul 15, 2025 Q2 2025 |
65,800
shares
|
$2.47 Million
0.09% of portfolio
|
Q2 2025
Added 90.72%
|
|
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
May 14, 2025 Q1 2025 |
64,955
shares
|
$2.43 Million
0.2% of portfolio
|
Q1 2025
New holding
|
|
|
La Banque Postale Asset Management Sa
Paris, I0 |
Jul 18, 2025 Q2 2025 |
64,233
shares
|
$2.41 Million
0.03% of portfolio
|
Q4 2024
Added 2.9%
|
|
|
Exchange Traded Concepts, LLC
|
Jul 10, 2025 Q2 2025 |
64,102
shares
|
$2.4 Million
0.03% of portfolio
|
Q2 2025
Added 1.03%
|
|
|
Gateway Investment Advisers LLC
|
Jul 09, 2025 Q2 2025 |
64,058
shares
|
$2.4 Million
0.03% of portfolio
|
Q2 2025
Added 826.36%
|
|
|
Trillium Asset Management, LLC
Boston, MA |
May 12, 2025 Q1 2025 |
63,692
shares
|
$2.39 Million
0.07% of portfolio
|
Q1 2025
Reduced 1.53%
|
|
|
Alpine Woods Capital Investors, LLC
|
Apr 30, 2025 Q1 2025 |
63,369
shares
|
$2.37 Million
0.63% of portfolio
|
Q1 2025
Added 2.03%
|
|
|
Arcadia Investment Management Corp
|
Apr 30, 2025 Q1 2025 |
63,152
shares
|
$2.37 Million
0.45% of portfolio
|
Q1 2025
Added 0.73%
|
|
|
Ethic Inc.
New York, NY |
May 13, 2025 Q1 2025 |
61,575
shares
|
$2.31 Million
0.05% of portfolio
|
Q1 2025
Added 6.21%
|
|
|
Stephens Inc
|
May 01, 2025 Q1 2025 |
60,977
shares
|
$2.28 Million
0.04% of portfolio
|
Q1 2025
Added 0.05%
|