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 |
|---|---|---|---|---|---|
|
Nfj Investment Group, LLC
Dallas, TX |
Nov 13, 2025 Q3 2025 |
134,367
shares
|
$5.33 Million
0.19% of portfolio
|
Q3 2025
Reduced 5.67%
|
|
|
Alps Advisors Inc
Denver, CO |
Nov 05, 2025 Q3 2025 |
133,963
shares
|
$5.31 Million
0.03% of portfolio
|
Q3 2025
Added 75.63%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2025 Q3 2025 |
132,896
shares
|
$5.27 Million
0.01% of portfolio
|
Q3 2025
Added 6.44%
|
|
|
Hamilton Point Investment Advisors, LLC
|
Oct 20, 2025 Q3 2025 |
131,824
shares
|
$5.23 Million
0.83% of portfolio
|
Q3 2025
Added 0.61%
|
|
|
Mutual Of America Capital Management LLC
New York, NY |
Oct 31, 2025 Q3 2025 |
129,528
shares
|
$5.14 Million
0.06% of portfolio
|
Q3 2025
Added 0.99%
|
|
|
Amalgamated Bank
New York, NY |
Oct 29, 2025 Q3 2025 |
128,266
shares
|
$5.09 Million
0.04% of portfolio
|
Q3 2025
Added 8.23%
|
|
|
Toth Financial Advisory Corp
|
Oct 09, 2025 Q3 2025 |
127,799
shares
|
$5.07 Million
0.57% of portfolio
|
Q3 2025
Added 15.87%
|
|
|
State Of Tennessee, Treasury Department
Nashville, TN |
Nov 14, 2025 Q3 2025 |
127,432
shares
|
$5.06 Million
0.02% of portfolio
|
Q3 2025
Added 8.06%
|
|
|
American Century Companies Inc
Kansas City, MO |
Nov 12, 2025 Q3 2025 |
126,472
shares
|
$5.02 Million
0.0% of portfolio
|
Q3 2025
Reduced 0.12%
|
|
|
Cambiar Investors LLC
|
Nov 03, 2025 Q3 2025 |
126,448
shares
|
$5.02 Million
0.26% of portfolio
|
Q3 2025
Reduced 38.54%
|
|
|
Treasurer Of The State Of North Carolina
|
Nov 13, 2025 Q3 2025 |
126,082
shares
|
$5 Million
0.02% of portfolio
|
Q3 2025
Reduced 2.07%
|
|
|
Guggenheim Capital LLC
Chicago, IL |
Nov 13, 2025 Q3 2025 |
124,798
shares
|
$4.95 Million
0.04% of portfolio
|
Q3 2025
Added 12.58%
|
|
|
Police & Firemen'S Retirement System Of New Jersey
Trenton, NJ |
Nov 12, 2025 Q3 2025 |
122,921
shares
|
$4.88 Million
0.04% of portfolio
|
Q3 2025
Added 16.8%
|
|
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
Oct 31, 2025 Q3 2025 |
118,665
shares
|
$4.71 Million
0.01% of portfolio
|
Q3 2025
Added 1.99%
|
|
|
Tredje Ap Fonden
|
Nov 10, 2025 Q3 2025 |
117,480
shares
|
$4.66 Million
0.04% of portfolio
|
Q3 2025
Reduced 6.99%
|
|
|
Hm Payson & CO
Portland, ME |
Oct 17, 2025 Q3 2025 |
116,608
shares
|
$4.63 Million
0.07% of portfolio
|
Q2 2025
Reduced 0.23%
|
|
|
Boenning & Scattergood, Inc.
|
Jan 25, 2023 Q4 2022 |
115,467
shares
|
$4.58 Million
0.95% of portfolio
|
Q4 2022
Added 4.91%
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
Nov 05, 2025 Q3 2025 |
112,403
shares
|
$4.46 Million
1.07% of portfolio
|
Q3 2025
Added 2.66%
|
|
|
Janney Montgomery Scott LLC
|
Oct 27, 2025 Q3 2025 |
110,888
shares
|
$4.4 Million
0.01% of portfolio
|
Q3 2025
Reduced 2.35%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
109,578
shares
|
$4.35 Million
0.0% of portfolio
|
Q3 2024
Reduced 22.17%
|
|
|
Covea Finance
|
Oct 16, 2025 Q3 2025 |
109,400
shares
|
$4.34 Million
0.15% of portfolio
|
Q3 2025
Added 66.26%
|
|
|
Quantinno Capital Management LP
New York, NY |
Nov 14, 2025 Q3 2025 |
106,864
shares
|
$4.24 Million
0.01% of portfolio
|
Q3 2025
Added 49.61%
|
|
|
Hennessy Advisors Inc
Novato, CA |
Oct 20, 2025 Q3 2025 |
106,200
shares
|
$4.21 Million
0.15% of portfolio
|
Q3 2025
Reduced 13.09%
|
|
|
First National Bank & Trust CO Of Newtown
|
Oct 28, 2025 Q3 2025 |
106,085
shares
|
$4.21 Million
0.81% of portfolio
|
Q3 2025
Reduced 1.74%
|
|
|
Pendal Group LTD
|
Jan 19, 2023 Q4 2022 |
105,045
shares
|
$4.17 Million
0.04% of portfolio
|
Q4 2022
Added 52.5%
|
|