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 |
|---|---|---|---|---|---|
|
Kennedy Capital Management, Inc.
St Louis, MO |
Nov 13, 2025 Q3 2025 |
64,033
shares
|
$2.54 Million
0.06% of portfolio
|
Q3 2025
Reduced 3.47%
|
|
|
Northwestern Mutual Investment Management Company, LLC
|
Nov 07, 2025 Q3 2025 |
62,515
shares
|
$2.48 Million
0.04% of portfolio
|
Q3 2025
Added 8.56%
|
|
|
Exchange Traded Concepts, LLC
|
Oct 14, 2025 Q3 2025 |
59,675
shares
|
$2.37 Million
0.02% of portfolio
|
Q3 2025
Reduced 6.91%
|
|
|
Benedict Financial Advisors Inc
|
Nov 03, 2025 Q3 2025 |
59,229
shares
|
$2.35 Million
0.52% of portfolio
|
Q3 2025
Reduced 10.29%
|
|
|
Rwc Asset Management LLP
London, X0 |
Oct 27, 2025 Q3 2025 |
58,349
shares
|
$2.31 Million
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Elo Mutual Pension Insurance CO
|
Nov 12, 2025 Q3 2025 |
57,388
shares
|
$2.28 Million
0.04% of portfolio
|
Q3 2025
Added 88.9%
|
|
|
Cerity Partners LLC
New York, NY |
Oct 22, 2025 Q3 2025 |
56,884
shares
|
$2.26 Million
0.0% of portfolio
|
Q3 2025
Added 55.54%
|
|
|
Oregon Public Employees Retirement Fund
|
Oct 23, 2025 Q3 2025 |
56,450
shares
|
$2.24 Million
0.03% of portfolio
|
Q3 2025
Added 7.58%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
55,461
shares
|
$2.2 Million
0.02% of portfolio
|
Q3 2025
Added 4.05%
|
|
|
Verition Fund Management LLC
Greenwich, CT |
Nov 14, 2025 Q3 2025 |
54,984
shares
|
$2.18 Million
0.01% of portfolio
|
Q3 2025
Reduced 90.28%
|
|
|
Bridgewater Advisors Inc.
|
Nov 07, 2025 Q3 2025 |
54,647
shares
|
$2.17 Million
0.16% of portfolio
|
Q3 2025
Added 0.41%
|
|
|
Engineers Gate Manager LP
New York, NY |
Nov 14, 2025 Q3 2025 |
54,645
shares
|
$2.17 Million
0.03% of portfolio
|
Q3 2025
Added 40.99%
|
|
|
Blb&B Advisors, LLC
|
Oct 31, 2025 Q3 2025 |
54,515
shares
|
$2.16 Million
0.1% of portfolio
|
Q3 2025
Reduced 1.1%
|
|
|
Prudential Financial Inc
Newark, NJ |
Nov 13, 2025 Q3 2025 |
52,550
shares
|
$2.08 Million
0.0% of portfolio
|
Q3 2025
Reduced 2.36%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 14, 2025 Q3 2025 |
51,035
shares
|
$2.02 Million
0.0% of portfolio
|
Q3 2025
Added 37.0%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
49,905
shares
|
$1.98 Million
0.0% of portfolio
|
Q3 2025
Added 34.62%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
49,308
shares
|
$1.96 Million
0.32% of portfolio
|
Q2 2023
Reduced 0.58%
|
|
|
M&T Bank Corp
|
Nov 14, 2025 Q3 2025 |
49,301
shares
|
$1.96 Million
0.01% of portfolio
|
Q3 2025
Added 20.36%
|
|
|
Tortoise Index Solutions, LLC
Overland Park, KS |
May 10, 2024 Q1 2024 |
49,288
shares
|
$1.96 Million
0.37% of portfolio
|
Q1 2024
Reduced 1.07%
|
|
|
Secure Asset Management, LLC
|
Oct 09, 2025 Q3 2025 |
48,847
shares
|
$1.94 Million
0.33% of portfolio
|
Q3 2025
Added 41.74%
|
|
|
New Mexico Educational Retirement Board
|
Jul 30, 2025 Q2 2025 |
48,800
shares
|
$1.94 Million
0.06% of portfolio
|
Q1 2024
Added 5.4%
|
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
47,993
shares
|
$1.9 Million
0.07% of portfolio
|
Q1 2024
Added 1.63%
|
|
|
Pacer Advisors, Inc.
Malvern, PA |
Oct 15, 2025 Q3 2025 |
47,957
shares
|
$1.9 Million
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Shelton Capital Management
Denver, CO |
Nov 14, 2025 Q3 2025 |
47,676
shares
|
$1.89 Million
0.04% of portfolio
|
Q2 2025
Reduced 3.72%
|
|
|
Xponance, Inc.
|
Nov 10, 2025 Q3 2025 |
47,629
shares
|
$1.89 Million
0.02% of portfolio
|
Q3 2025
Added 6.69%
|
|