Gabelli Utility Trust
GUT- Exchange
- NYSE
- SEC CIK
- 0001080720
No open-market purchases or sales by Gabelli Utility Trust insiders were filed in the last 90 days; 100 institutions reported holding it in 13F filings for Q2 2026, worth $58.3M in total; no superinvestor holds it.
Other share classesGUT.PC
13F holders, Q2 2026
Institutional positions in Gabelli Utility Trust as of Jun 30, 2026. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 100
- +7 vs. Q1 2026
- Shares held
- 8.85M
- +1.55M (+21.2%) vs. Q1 2026
- Total value
- $58.3M
- +$14.1M (+31.8%) vs. Q1 2026
- New holders
- 16
- 36 more added
- Sold out
- 9
- 17 more reduced
1 institution that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting GUT on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 100 | $58.3M |
| Q1 2026 | 94 | $44.2M |
| Q4 2025 | 102 | $42.4M |
| Q3 2025 | 99 | $48.1M |
| Q2 2025 | 92 | $40.0M |
| Q1 2025 | 86 | $37.6M |
| Q4 2024 | 86 | $39.5M |
| Q3 2024 | 93 | $135.8M |
| Q2 2024 | 83 | $37.0M |
| Q1 2024 | 81 | $43.1M |
| Q4 2023 | 83 | $37.3M |
| Q3 2023 | 87 | $33.0M |
| Q2 2023 | 82 | $41.2M |
| Q1 2023 | 81 | $47.3M |
| Q4 2022 | 74 | $49.3M |
| Q3 2022 | 72 | $46.1M |
| Q2 2022 | 71 | $47.7M |
| Q1 2022 | 73 | $34.8M |
| Q4 2021 | 72 | $38.6M |
| Q3 2021 | 64 | $36.2M |
| Q2 2021 | 63 | $36.5M |
| Q1 2021 | 62 | $30.3M |
Institutions, Q2 2026
Shares, value and share of portfolio for each institution holding Gabelli Utility Trust; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 1,378,379 | $9.08M | 0.00% | +450,565+48.6% | Added |
| Commonwealth Equity Services, LLC | 1,259,813 | $8.30M | 0.01% | −18,951−1.5% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 1,199,752 | $7.91M | 0.01% | +603,253+101.1% | Added |
| LPL Financial LLC | 947,879 | $6.25M | 0.00% | −2,111−0.2% | Reduced |
| Advisor Group Holdings, Inc. | 472,647 | $3.11M | 0.00% | −7,014−1.5% | Reduced |
| Gamco Investors, Inc. Et Al | 331,023 | $2.18M | 0.02% | 00.0% | Unchanged |
| Baird Financial Group, Inc. | 225,794 | $1.49M | 0.00% | +188,235+501.2% | Added |
| Cetera Investment Advisers | 188,270 | $1.24M | 0.00% | +11,649+6.6% | Added |
| Plus Group Wealth Advisors LLC | 187,849 | $1.24M | 1.16% | +8,578+4.8% | Added |
| CoreCap Advisors, LLC | 163,484 | $1.08M | 0.03% | +63,693+63.8% | Added |
| Janney Montgomery Scott LLC | 141,870 | $935.0K | 0.00% | +3,384+2.4% | Added |
| Raymond James Financial Inc | 125,172 | $824.9K | 0.00% | −4,832−3.7% | Reduced |
| Balboa Wealth Partners | 110,443 | $727.8K | 0.10% | −2,815−2.5% | Reduced |
| J.W. Cole Advisors, Inc. | 100,922 | $665.1K | 0.01% | +100,922 | New |
| Envestnet Asset Management Inc | 100,389 | $661.6K | 0.00% | +22,995+29.7% | Added |
| Wedbush Securities Inc | 97,586 | $643.0K | 0.02% | +3,499+3.7% | Added |
| International Assets Investment Management, LLC | 86,031 | $563.5K | 0.03% | −3,600−4.0% | Reduced |
| Kestra Advisory Services, LLC | 73,314 | $483.1K | 0.00% | +3,307+4.7% | Added |
| Kovack Advisors, Inc. | 64,031 | $421.8K | 0.02% | +11,982+23.0% | Added |
| Core Wealth Advisors, Inc. | 58,163 | $383.3K | 0.08% | +23,540+68.0% | Added |
| Virtue Capital Management, LLC | 57,365 | $378.0K | 0.05% | 00.0% | Unchanged |
| VisionPoint Advisory Group, LLC | 57,016 | $375.7K | 0.06% | +1,172+2.1% | Added |
| Creative Planning | 56,917 | $375.1K | 0.00% | +87+0.2% | Added |
| Nations Financial Group Inc, | 54,701 | $360.5K | 0.02% | +1,960+3.7% | Added |
| Mariner, LLC | 51,575 | $339.9K | 0.00% | +29,901+138.0% | Added |
| Pines Wealth Management, LLC | 50,000 | $329.5K | 0.09% | 00.0% | Unchanged |
| Ignite Planners, LLC | 65,818 | $318.6K | 0.04% | +65,818 | New |
| Royal Bank of Canada | 47,576 | $314.0K | 0.00% | −32,507−40.6% | Reduced |
| Armis Advisers, LLC | 46,771 | $313.8K | 0.03% | +15,250+48.4% | Added |
| Rothschild Investment LLC | 46,294 | $305.1K | 0.01% | 00.0% | Unchanged |
| Stratos Wealth Partners, LTD. | 46,112 | $303.9K | 0.00% | +3,425+8.0% | Added |
| Accurate Wealth Management, LLC | 41,239 | $282.5K | 0.03% | +6,141+17.5% | Added |
| Wealth Quarterback LLC | 40,983 | $270.1K | 0.08% | −6,118−13.0% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 37,600 | $257.6K | 0.00% | +9,818+35.3% | Added |
| Private Advisor Group, LLC | 36,850 | $242.8K | 0.00% | +21,530+140.5% | Added |
| Leverty Financial Group, LLC | 31,267 | $206.1K | 0.04% | 00.0% | Unchanged |
| Atomi Financial Group, Inc. | 30,695 | $202.3K | 0.01% | −603−1.9% | Reduced |
| Kingsview Wealth Management, LLC | 30,084 | $198.3K | 0.00% | +30,084 | New |
| Stifel Financial Corp | 27,419 | $180.7K | 0.00% | +1,847+7.2% | Added |
| Sequoia Financial Advisors, LLC | 26,868 | $177.1K | 0.00% | +26,868 | New |
| Bank of America Corp | 25,583 | $168.6K | 0.00% | −1,044−3.9% | Reduced |
| D.A. Davidson & Co. | 25,118 | $165.5K | 0.00% | +70.0% | Added |
| RKL Wealth Management LLC | 25,000 | $164.8K | 0.01% | 00.0% | Unchanged |
| Coco Enterprises, LLC | 24,977 | $164.5K | 0.08% | 00.0% | Unchanged |
| UBS Group AG | 24,945 | $164.4K | 0.00% | −3,000−10.7% | Reduced |
| Nuveen, LLC | 24,566 | $161.9K | 0.00% | +24,566 | New |
| The PNC Financial Services Group, Inc. | 23,656 | $155.9K | 0.00% | 00.0% | Unchanged |
| Valley Brook Capital Group | 23,500 | $154.9K | 0.09% | +2,500+11.9% | Added |
| Integrity Alliance, LLC. | 22,454 | $148.0K | 0.00% | −452−2.0% | Reduced |
| Dynamic Advisor Solutions LLC | 21,111 | $139.1K | 0.00% | +1,729+8.9% | Added |
| Plancorp, LLC | 19,652 | $137.4K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 20,016 | $131.9K | 0.00% | −3,984−16.6% | Reduced |
| Eagle Wealth Strategies LLC | 18,138 | $119.5K | 0.05% | 00.0% | Unchanged |
| HRT Financial LP | 18,051 | $118.0K | 0.00% | +18,051 | New |
| Cascade Investment Group, Inc. | 17,762 | $117.1K | 0.07% | 00.0% | Unchanged |
| Colony Group, LLC | 17,654 | $116.3K | 0.00% | −10,649−37.6% | Reduced |
| Register Financial Advisors LLC | 17,293 | $114.0K | 0.03% | +408+2.4% | Added |
| PFG Investments, LLC | 17,182 | $113.2K | 0.00% | +13+0.1% | Added |
| Zinnia Wealth Advisory, LLC | 15,082 | $99.4K | 0.10% | +65+0.4% | Added |
| Pinnacle Financial Partners, Inc. | 15,076 | $99.4K | 0.00% | 00.0% | Unchanged |
| MML Investors Services, LLC | 14,657 | $96.6K | 0.00% | +292+2.0% | Added |
| Motco | 14,277 | $94.1K | 0.01% | 00.0% | Unchanged |
| Jane Street Group, LLC | 13,767 | $90.7K | 0.00% | +13,767 | New |
| Vestmark Advisory Solutions, Inc. | 13,500 | $89.0K | 0.00% | 00.0% | Unchanged |
| Mount Yale Investment Advisors, LLC | 13,500 | $89.0K | 0.00% | 00.0% | Unchanged |
| XTX Topco Ltd | 12,913 | $85.1K | 0.00% | −717−5.3% | Reduced |
| Mercer Global Advisors Inc | 11,668 | $76.9K | 0.00% | +109+0.9% | Added |
| Herold Advisors, Inc. | 11,212 | $76.0K | 0.02% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 11,399 | $75.1K | 0.00% | +11,399 | New |
| HighTower Advisors, LLC | 11,350 | $74.8K | 0.00% | 00.0% | Unchanged |
| Turner Financial Group, Inc. | 11,222 | $74.0K | 0.07% | +11,222 | New |
| BCJ Capital Management, LLC | 11,060 | $72.9K | 0.00% | 00.0% | Unchanged |
| Ellis Investment Partners, LLC | 10,384 | $68.4K | 0.01% | +10,384 | New |
| Moors & Cabot, Inc. | 10,000 | $65.9K | 0.00% | 00.0% | Unchanged |
| Liberty Capital Management, Inc. | 10,000 | $65.9K | 0.01% | +10,000 | New |
| Ameriflex Group, Inc. | 9,600 | $63.3K | 0.03% | 00.0% | Unchanged |
| GWM Advisors LLC | 6,350 | $41.8K | 0.00% | −11,317−64.1% | Reduced |
| Brown Brothers Harriman & Co | 5,640 | $37.2K | 0.00% | +5,640 | New |
| IFG Advisory, LLC | 5,143 | $33.9K | 0.00% | 00.0% | Unchanged |
| Custom Index Systems, LLC | 4,948 | $32.6K | 0.01% | +4,948 | New |
| Fifth Third Bancorp | 4,758 | $31.4K | 0.00% | +2,000+72.5% | Added |
| Farmers & Merchants Investments Inc | 4,344 | $28.6K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 2,662 | $17.5K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 2,611 | $17.2K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 2,301 | $15.2K | 0.00% | +2,301 | New |
| Highland Investment Advisors LLC | 2,017 | $13.3K | 0.01% | +2,017 | New |
| NBC Securities, Inc. | 1,933 | $12.7K | 0.00% | +4+0.2% | Added |
| AdvisorNet Financial, Inc | 1,549 | $10.2K | 0.00% | +36+2.4% | Added |
| Allworth Financial LP | 1,202 | $7.92K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 1,084 | $7.14K | 0.00% | −353−24.6% | Reduced |
| MTM Investment Management, LLC | 922 | $6.08K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 730 | $4.81K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 597 | $3.85K | 0.00% | +597 | New |
| Wells Fargo & Company | 543 | $3.58K | 0.00% | +542+54,200.0% | Added |
| Farther Finance Advisors, LLC | 450 | $2.97K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 447 | $2.95K | 0.00% | +103+29.9% | Added |
| Rockefeller Capital Management L.P. | 405 | $2.67K | 0.00% | +10+2.5% | Added |
| SOA Wealth Advisors, LLC. | 120 | $791 | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 68 | $448 | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | – | $13 | 0.00% | – | – |