Essential Utilities, Inc. — Institutional Ownership

Which tracked institutions hold WTRG, and how they changed the position last quarter. Latest holdings as of Mar 31, 2026. Source: SEC 13-F filings.

5
Funds holding
$115141385
Total value held
Buying
3 added/new · 2 reduced
# Institution Value Shares Δ Shares Change (QoQ)
1 Bank Of New York Mellon Corp $101603780 2523064 -224208 -8.16%
2 Ameriprise Financial Inc $12264081 304546 -97619 -24.27%
3 Allstate Corp $695697 18136 +8671 +91.61%
4 First Business Financial Services, Inc. $569659 14146 NEW BUY
5 Amalgamated Financial Corp. $8168 159759 NEW BUY

Aggregated across tracked institutional filers. Reported quarterly on SEC Form 13-F and may lag. For research only — not investment advice.