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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 $54.3M in total; no superinvestor holds it.

Other share classesGUT.PC

13F holders, Q1 2023

Institutional positions in Gabelli Utility Trust as of Mar 31, 2023. 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
81
+8 vs. Q4 2022
Shares held
6.58M
+15.3K (+0.2%) vs. Q4 2022
Total value
$47.0M
−$2.11M (−4.3%) vs. Q4 2022
New holders
12
26 more added
Sold out
4
17 more reduced

1 institution that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 2022: 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.

Institutional holdersQ1 2023: 81 institutions
Q1 2021: 62 institutionsQ2 2021: 63 institutionsQ3 2021: 64 institutionsQ4 2021: 72 institutionsQ1 2022: 73 institutionsQ2 2022: 71 institutionsQ3 2022: 72 institutionsQ4 2022: 74 institutionsQ1 2023: 81 institutionsQ2 2023: 82 institutionsQ3 2023: 87 institutionsQ4 2023: 83 institutionsQ1 2024: 81 institutionsQ2 2024: 83 institutionsQ3 2024: 93 institutionsQ4 2024: 86 institutionsQ1 2025: 86 institutionsQ2 2025: 92 institutionsQ3 2025: 99 institutionsQ4 2025: 102 institutionsQ1 2026: 94 institutionsQ2 2026: 100 institutions
Value heldQ1 2023: $47.0M
Q1 2021: $30.3MQ2 2021: $36.5MQ3 2021: $36.2MQ4 2021: $38.6MQ1 2022: $34.8MQ2 2022: $47.7MQ3 2022: $46.1MQ4 2022: $49.3MQ1 2023: $47.0MQ2 2023: $41.2MQ3 2023: $33.0MQ4 2023: $32.7MQ1 2024: $33.6MQ2 2024: $36.2MQ3 2024: $36.6MQ4 2024: $39.5MQ1 2025: $37.6MQ2 2025: $39.8MQ3 2025: $40.1MQ4 2025: $42.4MQ1 2026: $44.2MQ2 2026: $54.3M
Institutions holding GUT and their total value by quarter
QuarterHoldersValue
Q2 2026100$54.3M
Q1 202694$44.2M
Q4 2025102$42.4M
Q3 202599$40.1M
Q2 202592$39.8M
Q1 202586$37.6M
Q4 202486$39.5M
Q3 202493$36.6M
Q2 202483$36.2M
Q1 202481$33.6M
Q4 202383$32.7M
Q3 202387$33.0M
Q2 202382$41.2M
Q1 202381$47.0M
Q4 202274$49.3M
Q3 202272$46.1M
Q2 202271$47.7M
Q1 202273$34.8M
Q4 202172$38.6M
Q3 202164$36.2M
Q2 202163$36.5M
Q1 202162$30.3M

Institutions, Q1 2023

Shares, value and share of portfolio for each institution holding Gabelli Utility Trust; share changes are against Q4 2022.

Institutions holding GUT in Q1 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Huntington National Bank–$2640.00%––
Federation des caisses Desjardins du Quebec68$4860.00%00.0%Unchanged
Elequin Capital LP100$7150.00%+100New
SOA Wealth Advisors, LLC.120$8580.00%00.0%Unchanged
Carolinas Wealth Consulting LLC126$9010.00%00.0%Unchanged
US Bancorp138$9870.00%00.0%Unchanged
Ameritas Advisory Services, LLC200$1.41K0.00%+200New
Advisory Services Network, LLC283$2.02K0.00%00.0%Unchanged
Community Bank, N.A.330$2.36K0.00%00.0%Unchanged
Nelson, Van Denburg & Campbell Wealth Management Group, LLC479$3.42K0.00%00.0%Unchanged
Larson Financial Group LLC500$3.58K0.00%00.0%Unchanged
Boyd Watterson Asset Management LLC720$5.15K0.00%00.0%Unchanged
Tradition Wealth Management, LLC916$7.00K0.00%+6+0.7%Added
Harbour Investments, Inc.1,058$7.56K0.00%+1,058New
Northwestern Mutual Wealth Management Co1,207$8.63K0.00%00.0%Unchanged
Clearview Wealth Advisors LLC1,391$9.95K0.01%+31+2.3%Added
M&R Capital Management Inc1,638$11.7K0.00%+30+1.9%Added
FMR LLC2,099$15.0K0.00%+2,099New
Fifth Third Bancorp2,500$17.9K0.00%00.0%Unchanged
Pathway Financial Advisers, LLC3,008$21.5K0.01%+50+1.7%Added
GWM Advisors LLC3,250$23.2K0.00%00.0%Unchanged
CWM, LLC3,800$27.0K0.00%+3,800New
Sunbelt Securities, Inc.4,464$31.6K0.01%+4,464New
Register Financial Advisors LLC5,041$36.0K0.03%+33+0.7%Added
Global Retirement Partners, LLC9,505$65.6K0.00%00.0%Unchanged
Liberty Capital Management, Inc.10,000$71.5K0.02%00.0%Unchanged
D.A. Davidson & Co.10,013$71.6K0.00%−3,085−23.6%Reduced
Kestra Advisory Services, LLC10,735$76.8K0.00%−441−3.9%Reduced
Vantage Financial Partners, LLC10,919$78.1K0.03%+10,919New
Pinnacle Associates Ltd11,164$79.8K0.00%+11,164New
Sonora Investment Management Group, LLC12,015$85.9K0.01%00.0%Unchanged
Motco12,159$86.9K0.01%00.0%Unchanged
Kestra Private Wealth Services, LLC13,263$94.8K0.00%+157+1.2%Added
Rollins Financial14,000$100.1K0.03%00.0%Unchanged
Stifel Financial Corp14,878$106.4K0.00%00.0%Unchanged
Brookstone Capital Management15,171$107.7K0.00%+1,430+10.4%Added
Synovus Financial Corp15,076$107.8K0.00%00.0%Unchanged
Wedbush Securities Inc16,250$116.0K0.01%+16,250New
Susquehanna International Group, LLP16,360$117.0K0.00%+16,360New
Retirement Financial Solutions, LLC16,477$117.8K0.09%+16,477New
Private Advisor Group, LLC16,611$118.8K0.00%+10+0.1%Added
AE Wealth Management LLC17,452$124.8K0.00%+17,452New
Cascade Investment Group, Inc.17,716$126.7K0.12%00.0%Unchanged
Accurate Wealth Management, LLC17,900$130.3K0.04%−1,500−7.7%Reduced
BCJ Capital Management, LLC19,109$136.6K0.01%00.0%Unchanged
Cetera Advisor Networks LLC22,063$157.8K0.00%+1,608+7.9%Added
Good Life Advisors, LLC23,278$166.4K0.02%+666+2.9%Added
Kovack Advisors, Inc.23,443$167.6K0.02%−7,244−23.6%Reduced
BNC Wealth Management, LLC24,176$172.9K0.10%+37+0.2%Added
MML Investors Services, LLC28,362$203.0K0.00%+10,747+61.0%Added
Captrust Financial Advisors28,758$205.6K0.00%−11,643−28.8%Reduced
Leverty Financial Group, LLC31,267$223.6K0.18%00.0%Unchanged
Kellett Schaffner Wealth Advisors LLC31,712$226.7K0.22%−2,167−6.4%Reduced
Wealth Quarterback LLC35,752$255.6K0.22%−496−1.4%Reduced
Envestnet Asset Management Inc36,144$258.4K0.00%+14,428+66.4%Added
The PNC Financial Services Group, Inc.37,956$271.4K0.00%00.0%Unchanged
Coco Enterprises, LLC39,392$281.7K0.23%00.0%Unchanged
Nations Financial Group Inc,40,486$289.5K0.03%+2,707+7.2%Added
UBS Group AG45,747$327.1K0.00%−15,176−24.9%Reduced
Creative Planning47,700$341.1K0.00%−174−0.4%Reduced
Rothschild Investment Corp52,199$373.0K0.03%00.0%Unchanged
Cetera Investment Advisers61,184$437.5K0.00%−1,106−1.8%Reduced
Bank of America Corp79,066$565.3K0.00%+681+0.9%Added
Balboa Wealth Partners87,090$622.7K0.24%+7,300+9.1%Added
Raymond James & Associates88,200$630.6K0.00%+183+0.2%Added
Wells Fargo & Company105,403$753.6K0.00%+5,264+5.3%Added
Raymond James Financial Services Advisors, Inc.117,264$838.4K0.00%+25,782+28.2%Added
Hilltop Holdings Inc.123,680$884.3K0.12%−44,896−26.6%Reduced
International Assets Investment Management, LLC124,891$893.0K0.13%−230,843−64.9%Reduced
Janney Montgomery Scott LLC125,785$899.0K0.00%−15,358−10.9%Reduced
Cambridge Investment Research Advisors, Inc.140,360$1.00M0.00%+41,645+42.2%Added
Atria Wealth Solutions, Inc.154,577$1.11M0.02%+75,893+96.5%Added
MAS Advisors LLC170,847$1.22M1.19%+1,274+0.8%Added
Royal Bank of Canada246,115$1.76M0.00%−1,049−0.4%Reduced
Foundations Investment Advisors, LLC276,675$1.98M0.07%+11,902+4.5%Added
Gamco Investors, Inc. Et Al298,356$2.13M0.02%−200−0.1%Reduced
Advisor Group Holdings, Inc.362,591$2.59M0.00%+45,929+14.5%Added
Morgan Stanley792,258$5.66M0.00%−5,743−0.7%Reduced
LPL Financial LLC1,153,621$8.25M0.01%+12,883+1.1%Added
Commonwealth Equity Services, LLC1,192,303$8.52M0.02%+28,171+2.4%Added
Resources Management Corp506––−10,677−95.5%Reduced
Goldman Sachs Group Inc0$00.00%−19,740−100.0%Sold out
Ronald Blue Trust, Inc.0$00.00%−960−100.0%Sold out
IFP Advisors, Inc0$00.00%−1,000−100.0%Sold out
Rockefeller Capital Management L.P.0$00.00%−395−100.0%Sold out
CoreCap Advisors, LLC––––Not filed