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 762 institutions that hold shares in the stock, with a total of 229 Million shares, which have been reported (via 13F filing form) to have a value of $9.07 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ostrum Asset Management
Paris, I0 |
Nov 14, 2025 Q3 2025 |
216,190
shares
|
$8.58 Million
0.39% of portfolio
|
Q3 2025
Added 228.82%
|
|
|
Assenagon Asset Management S.A.
|
Oct 07, 2025 Q3 2025 |
215,240
shares
|
$8.54 Million
0.01% of portfolio
|
Q3 2025
Added 40.18%
|
|
|
Magellan Asset Management LTD
Sydney, C3 |
Nov 10, 2025 Q3 2025 |
214,023
shares
|
$8.49 Million
0.1% of portfolio
|
Q3 2025
Added 7.36%
|
|
|
Natixis Advisors, L.P.
Boston, MA |
Nov 12, 2025 Q3 2025 |
209,068
shares
|
$8.29 Million
0.01% of portfolio
|
Q3 2025
Added 29.94%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
207,908
shares
|
$8.25 Million
0.01% of portfolio
|
Q3 2025
Added 0.08%
|
|
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
Nov 03, 2025 Q3 2025 |
206,711
shares
|
$8.2 Million
0.93% of portfolio
|
Q3 2025
Added 1.53%
|
|
|
Apg Asset Management N.V.
Amsterdam, P7 |
Nov 12, 2025 Q3 2025 |
190,725
shares
|
$7.57 Million
0.02% of portfolio
|
Q3 2025
Added 4.06%
|
|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
187,143
shares
|
$7.42 Million
0.03% of portfolio
|
Q3 2025
Reduced 2.58%
|
|
|
Abrdn PLC
|
Nov 06, 2025 Q3 2025 |
185,171
shares
|
$7.35 Million
0.01% of portfolio
|
Q3 2025
Added 17.88%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
183,976
shares
|
$7.3 Million
0.0% of portfolio
|
Q3 2025
Added 0.15%
|
|
|
Creative Planning
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
182,352
shares
|
$7.23 Million
0.01% of portfolio
|
Q3 2025
Reduced 7.62%
|
|
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
Nov 14, 2025 Q3 2025 |
175,607
shares
|
$6.97 Million
0.01% of portfolio
|
Q3 2025
Added 22.52%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
164,675
shares
|
$6.53 Million
0.03% of portfolio
|
Q2 2025
Added 9.82%
|
|
|
Wills Financial Group LLC
Richmond, VA |
Nov 14, 2025 Q3 2025 |
159,483
shares
|
$6.33 Million
2.61% of portfolio
|
Q3 2025
Reduced 1.19%
|
|
|
Coann Capital LLC
Westport, CT |
Feb 03, 2023 Q4 2022 |
157,623
shares
|
$6.25 Million
3.58% of portfolio
|
Q4 2022
New holding
|
|
|
Wills Financial Group, Inc.
|
Feb 14, 2025 Q4 2024 |
156,788
shares
|
$6.22 Million
2.66% of portfolio
|
Q4 2024
Reduced 2.64%
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2025 Q3 2025 |
154,786
shares
|
$6.14 Million
0.0% of portfolio
|
Q3 2025
Added 5.39%
|
|
|
Holocene Advisors, LP
New York, NY |
Nov 14, 2025 Q3 2025 |
153,882
shares
|
$6.1 Million
0.02% of portfolio
|
Q3 2025
Reduced 31.16%
|
|
|
Td Asset Management Inc
|
Nov 10, 2025 Q3 2025 |
152,490
shares
|
$6.05 Million
0.01% of portfolio
|
Q3 2025
Added 3.05%
|
|
|
Abn Amro Investment Solutions
Paris Cedex 008, |
Nov 07, 2025 Q3 2025 |
149,359
shares
|
$5.93 Million
0.12% of portfolio
|
Q3 2025
Reduced 32.26%
|
|
|
Axa Investment Managers S.A.
Puteaux, I0 |
Nov 14, 2025 Q3 2025 |
148,757
shares
|
$5.9 Million
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
State Of Wisconsin Investment Board
Madison, WI |
Nov 14, 2025 Q3 2025 |
144,704
shares
|
$5.74 Million
0.01% of portfolio
|
Q3 2025
Added 1.97%
|
|
|
Met Life Investment Management, LLC
Whippany, NJ |
Nov 13, 2025 Q3 2025 |
144,154
shares
|
$5.72 Million
0.03% of portfolio
|
Q3 2025
Added 3.58%
|
|
|
First Manhattan CO
New York, NY |
Nov 14, 2025 Q3 2025 |
140,871
shares
|
$5.59 Million
0.02% of portfolio
|
Q3 2025
Reduced 7.7%
|
|
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
Nov 14, 2025 Q3 2025 |
139,323
shares
|
$5.53 Million
0.01% of portfolio
|
Q3 2025
Reduced 20.91%
|
|