WTRG · Company research
Essential Utilities, Inc. (WTRG): Ownership & Institutional Holders
Reported institutional positions. Filing dates and sources matter.
RESEARCH CONTEXT
Understand the numbers
Reported institutional positions. Filing dates and sources matter. Use period, currency, units and source fields when interpreting values.
80records availableUtilities
Ownership & Institutional Holders data
Database-backed records only
| holder name | cik | period end | shares held | market value | ownership percent | shares change | shares change percent | filing date | data source |
|---|---|---|---|---|---|---|---|---|---|
| Trium Capital LLP | 1963860 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 44644 | 1710312 | — | — | — | Jul 16, 2026 | SEC_13F_DATASET |
| Kennebec Savings Bank | 2043536 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 848 | 32487 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| Asset Planning,Inc | 2048547 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 775 | 29690 | — | — | — | Jul 27, 2026 | SEC_13F_DATASET |
| Community Bank, N.A. | 1632187 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5620 | 215297 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| MassMutual Private Wealth & Trust, FSB | 1103653 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1110 | 42524 | — | — | — | Jul 2, 2026 | SEC_13F_DATASET |
| CX Institutional | 1737089 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 9573 | 367 | — | — | — | Jul 2, 2026 | SEC_13F_DATASET |
| DNB Asset Management AS | 1456670 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 17003 | 651385 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| HUNTINGTON NATIONAL BANK | 49205 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3674 | 140750 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| AMERICAN NATIONAL BANK & TRUST | 1272164 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 293 | 11222 | — | — | — | Jul 22, 2026 | SEC_13F_DATASET |
| Synergy Investment Management, LLC | 2053786 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 50 | 1916 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| BENEDICT FINANCIAL ADVISORS INC | 711089 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 50590 | 1938095 | — | — | — | Jul 16, 2026 | SEC_13F_DATASET |
| Bank of New York Mellon Corp | 1390777 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1537813 | 58913616 | — | — | — | Aug 6, 2026 | SEC_13F_DATASET |
| First Command Advisory Services, Inc. | 1727336 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 666 | 25514 | — | — | — | Aug 10, 2026 | SEC_13F_DATASET |
| GEODE CAPITAL MANAGEMENT, LLC | 1214717 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4155260 | 159239406 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| MetLife Investment Management, LLC | 1529735 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 136553 | 5231345 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| First Bancorp, Inc /ME/ | 765207 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1166 | 44669 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| SOUTHERN MICHIGAN BANK & TRUST | 1173227 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1800 | 68958 | — | — | — | Jul 21, 2026 | SEC_13F_DATASET |
| TUDOR INVESTMENT CORP ET AL | 923093 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 168187 | 6443244 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 1081019 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 11969002 | 312425 | — | — | — | Aug 24, 2026 | SEC_13F_DATASET |
| RHUMBLINE ADVISERS | 1115418 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 821077 | 31455450 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| AGF MANAGEMENT LTD | 1003518 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 24990 | 957367 | — | — | — | Aug 10, 2026 | SEC_13F_DATASET |
| AMALGAMATED BANK | 919192 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 126216 | 4835 | — | — | — | Jul 23, 2026 | SEC_13F_DATASET |
| FIRST NATIONAL BANK & TRUST CO OF NEWTOWN | 1339908 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 77115 | 3072239 | — | — | — | Aug 6, 2026 | SEC_13F_DATASET |
| Dorsey & Whitney Trust CO LLC | 1384042 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3600 | 137916 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | 1107314 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 58588 | 2244506 | — | — | — | Jul 29, 2026 | SEC_13F_DATASET |
| Godshalk Welsh Capital Management, Inc. | 1631775 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 11436 | 438113 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| ABC ARBITRAGE SA | 2049221 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 180276 | 6906374 | — | — | — | Jul 20, 2026 | SEC_13F_DATASET |
| O'Brien Greene & Co. Inc | 1768635 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 7714 | 295523 | — | — | — | Aug 6, 2026 | SEC_13F_DATASET |
| Alpine Bank Wealth Management | 1974910 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2082 | 79761 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | 315297 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 26545 | 1017 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Janney Montgomery Scott LLC | 1329948 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 165749 | 6350 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| Russell Investments Group, Ltd. | 1692234 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 30629 | 1173396 | — | — | — | Aug 6, 2026 | SEC_13F_DATASET |
| PRAXIS INVESTMENT MANAGEMENT INC | 1056825 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 15343 | 588 | — | — | — | Aug 4, 2026 | SEC_13F_DATASET |
| NISA INVESTMENT ADVISORS, LLC | 937615 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 45888 | 1757969 | — | — | — | Aug 10, 2026 | SEC_13F_DATASET |
| PHILADELPHIA TRUST CO | 1110806 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 32464 | 1244 | — | — | — | Aug 10, 2026 | SEC_13F_DATASET |
| Hanson & Doremus Investment Management | 1393944 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3142 | 120 | — | — | — | Jul 29, 2026 | SEC_13F_DATASET |
| Pacer Advisors, Inc. | 1616667 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 31809 | 1219 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| NEW YORK STATE COMMON RETIREMENT FUND | 810265 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 394559 | 15115555 | — | — | — | Jul 29, 2026 | SEC_13F_DATASET |
| Covestor Ltd | 1909846 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 202 | 8 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| KLP KAPITALFORVALTNING AS | 1717443 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 85800 | 3286998 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| WHITTIER TRUST CO | 1137881 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3130 | 121006 | — | — | — | Jul 28, 2026 | SEC_13F_DATASET |
| Golden State Wealth Management, LLC | 1776033 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 809 | 30994 | — | — | — | Jul 22, 2026 | SEC_13F_DATASET |
| Pinnacle Bancorp, Inc. | 1703383 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 423 | 16205 | — | — | — | Jul 28, 2026 | SEC_13F_DATASET |
| Sterling Investment Advisors, Ltd. | 1701132 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 26658 | 1021268 | — | — | — | Jul 28, 2026 | SEC_13F_DATASET |
| First Business Financial Services, Inc. | 1521951 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 6000 | 229860 | — | — | — | Jul 28, 2026 | SEC_13F_DATASET |
| ALLSTATE CORP | 899051 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 34775 | 1332230 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| WHITTIER TRUST CO OF NEVADA INC | 1263548 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 8000 | 312640 | — | — | — | Jul 28, 2026 | SEC_13F_DATASET |
| FARMERS & MERCHANTS INVESTMENTS INC | 1259969 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 250 | 9578 | — | — | — | Jul 20, 2026 | SEC_13F_DATASET |
| CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC | 1033984 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 229868 | 8806243 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| First PREMIER Bank | 1653926 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 650 | 25 | — | — | — | Jul 15, 2026 | SEC_13F_DATASET |
| A. D. Beadell Investment Counsel, Inc. | 1569102 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 80220 | 3073 | — | — | — | Jul 15, 2026 | SEC_13F_DATASET |
| City State Bank | 1910666 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 380 | 14558 | — | — | — | Jul 14, 2026 | SEC_13F_DATASET |
| KENNEDY CAPITAL MANAGEMENT LLC | 884589 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 63121 | 2418166 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| HENNESSY ADVISORS INC | 1145255 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 112300 | 4302213 | — | — | — | Jul 16, 2026 | SEC_13F_DATASET |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 1694895 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5000 | 192 | — | — | — | Jul 28, 2026 | SEC_13F_DATASET |
| BNP PARIBAS FINANCIAL MARKETS | 1166588 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 89334 | 3422386 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| MARSHALL WACE, LLP | 1318757 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 108500 | 4156635 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| TIAA Wealth Investment Management LLC | 2124867 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 242 | 9272 | — | — | — | Aug 10, 2026 | SEC_13F_DATASET |
| MANNING & NAPIER ADVISORS LLC | 62039 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 86 | 3305 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| STRS OHIO | 820478 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 8312 | 318433 | — | — | — | Jul 30, 2026 | SEC_13F_DATASET |
| Sumitomo Mitsui Trust Group, Inc. | 1475365 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 50204 | 1923315 | — | — | — | Jul 30, 2026 | SEC_13F_DATASET |
| Ethic Inc. | 1780570 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 21478 | 822814 | — | — | — | Jul 29, 2026 | SEC_13F_DATASET |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | 882928 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5578 | 213692 | — | — | — | Aug 10, 2026 | SEC_13F_DATASET |
| Neo Ivy Capital Management | 1727783 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 10363 | 397006 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Jump Financial, LLC | 1831577 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 12200 | 467382 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Bank of New Hampshire | 1870761 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 375 | 14366 | — | — | — | Jul 14, 2026 | SEC_13F_DATASET |
| SPIRIT OF AMERICA MANAGEMENT CORP/NY | 1041283 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 34350 | 1315949 | — | — | — | Jul 14, 2026 | SEC_13F_DATASET |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | 314969 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 279735 | 10717 | — | — | — | Jul 23, 2026 | SEC_13F_DATASET |
| Police & Firemen's Retirement System of New Jersey | 2040686 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 129436 | 4958693 | — | — | — | Jul 23, 2026 | SEC_13F_DATASET |
| Hennessy Advisors, Inc. | 1145255 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 112300 | 4302213000 | — | — | — | Jul 16, 2026 | SEC_13F_HR |
| Piscataqua Savings Bank | 1855835 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 750 | 28731 | — | — | — | Jul 9, 2026 | SEC_13F_DATASET |
| SBI Securities Co., Ltd. | 1851815 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 227 | 8696 | — | — | — | Jul 23, 2026 | SEC_13F_DATASET |
| NEUBERGER BERMAN GROUP LLC | 1465109 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 31058 | 1189816 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| GAMCO INVESTORS, INC. ET AL | 807249 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 60603 | 2321701 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| GW&K Investment Management, LLC | 1082917 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 788035 | 30190 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Sterling Capital Management LLC | 1329883 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 8645 | 331190 | — | — | — | Jul 28, 2026 | SEC_13F_DATASET |
| FIRST COMMUNITY TRUST NA | 1130344 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 802 | 30725 | — | — | — | Jul 10, 2026 | SEC_13F_DATASET |
| BESSEMER GROUP INC | 1054074 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 688 | 26 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| TRUST CO OF TOLEDO NA /OH/ | 1008937 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 350 | 13409 | — | — | — | Jul 16, 2026 | SEC_13F_DATASET |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | 714142 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 7798 | 299 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
Informational research only, not financial advice. Forecasts are uncertain and can be wrong.