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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, Q2 2023

Institutional positions in Gabelli Utility Trust as of Jun 30, 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
82
+2 vs. Q1 2023
Shares held
6.07M
−502.2K (−7.6%) vs. Q1 2023
Total value
$41.2M
−$5.83M (−12.4%) vs. Q1 2023
New holders
7
26 more added
Sold out
5
20 more reduced

1 institution that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2023: 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 holdersQ2 2023: 82 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 heldQ2 2023: $41.2M
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, Q2 2023

Shares, value and share of portfolio for each institution holding Gabelli Utility Trust; share changes are against Q1 2023.

Institutions holding GUT in Q2 2023
InstitutionSharesValue% of portfolioChange in sharesAction
FMR LLC1$70.00%−2,098−100.0%Reduced
Huntington National Bank–$2510.00%––
Federation des caisses Desjardins du Quebec68$4610.00%00.0%Unchanged
Tower Research Capital LLC (TRC)93$6310.00%+93New
SOA Wealth Advisors, LLC.120$8140.00%00.0%Unchanged
Carolinas Wealth Consulting LLC126$8540.00%00.0%Unchanged
US Bancorp138$9360.00%00.0%Unchanged
Nemes Rush Group LLC173$1.17K0.00%+173New
Community Bank, N.A.330$2.24K0.00%00.0%Unchanged
Nelson, Van Denburg & Campbell Wealth Management Group, LLC479$3.25K0.00%00.0%Unchanged
Larson Financial Group LLC500$3.39K0.00%00.0%Unchanged
Cary Street Partner Investment Advisory LLC691$4.68K0.00%+691New
Boyd Watterson Asset Management LLC720$4.88K0.00%00.0%Unchanged
Tradition Wealth Management, LLC922$6.00K0.00%+6+0.7%Added
Harbour Investments, Inc.1,082$7.34K0.00%+24+2.3%Added
Clearview Wealth Advisors LLC1,423$9.65K0.01%+32+2.3%Added
M&R Capital Management Inc1,671$11.3K0.00%+33+2.0%Added
Fifth Third Bancorp2,500$16.9K0.00%00.0%Unchanged
Northwestern Mutual Wealth Management Co3,037$20.6K0.00%+1,830+151.6%Added
GWM Advisors LLC3,250$22.0K0.00%00.0%Unchanged
CWM, LLC3,800$26.0K0.00%00.0%Unchanged
Sunbelt Securities, Inc.4,464$30.3K0.00%00.0%Unchanged
Register Financial Advisors LLC5,076$34.4K0.02%+35+0.7%Added
Safeguard Financial, LLC5,712$38.0K0.02%+5,712New
Resources Management Corp6,701$45.0K0.01%+6,195+1,224.3%Added
VisionPoint Advisory Group, LLC8,602$58.3K0.02%+8,602New
Global Retirement Partners, LLC9,505$64.4K0.00%00.0%Unchanged
Liberty Capital Management, Inc.10,000$67.8K0.02%00.0%Unchanged
Pinnacle Associates Ltd11,164$75.7K0.00%00.0%Unchanged
Envestnet Asset Management Inc11,327$76.8K0.00%−24,817−68.7%Reduced
D.A. Davidson & Co.11,628$78.8K0.00%+1,615+16.1%Added
Kestra Advisory Services, LLC11,956$81.1K0.00%+1,221+11.4%Added
Sonora Investment Management Group, LLC12,015$81.5K0.01%00.0%Unchanged
Motco12,159$82.4K0.01%00.0%Unchanged
Stifel Financial Corp13,374$90.7K0.00%−1,504−10.1%Reduced
Kestra Private Wealth Services, LLC13,430$91.1K0.00%+167+1.3%Added
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management13,720$93.0K0.00%+13,720New
Rollins Financial14,000$94.9K0.03%00.0%Unchanged
Synovus Financial Corp15,076$102.2K0.00%00.0%Unchanged
Private Advisor Group, LLC16,621$112.7K0.00%+10+0.1%Added
Retirement Financial Solutions, LLC16,856$114.3K0.08%+379+2.3%Added
AE Wealth Management LLC17,493$118.6K0.00%+41+0.2%Added
Cascade Investment Group, Inc.17,716$120.1K0.11%00.0%Unchanged
Accurate Wealth Management, LLC17,900$123.0K0.04%00.0%Unchanged
BNC Wealth Management, LLC18,826$127.6K0.07%−5,350−22.1%Reduced
Kovack Advisors, Inc.18,993$128.8K0.02%−4,450−19.0%Reduced
BCJ Capital Management, LLC19,109$129.6K0.01%00.0%Unchanged
Wedbush Securities Inc20,550$139.0K0.01%+4,300+26.5%Added
Good Life Advisors, LLC21,359$144.8K0.02%−1,919−8.2%Reduced
Vantage Financial Partners, LLC22,044$149.5K0.06%+11,125+101.9%Added
Cetera Advisor Networks LLC23,563$159.8K0.00%+1,500+6.8%Added
Brookstone Capital Management25,707$179.7K0.00%+10,536+69.4%Added
Captrust Financial Advisors29,141$197.6K0.00%+383+1.3%Added
CoreCap Advisors, LLC31,245$211.8K0.02%+31,245New
Leverty Financial Group, LLC31,267$212.0K0.15%00.0%Unchanged
Kellett Schaffner Wealth Advisors LLC31,712$215.0K0.20%00.0%Unchanged
MML Investors Services, LLC33,366$226.0K0.00%+5,004+17.6%Added
Wealth Quarterback LLC36,437$247.0K0.17%+685+1.9%Added
UBS Group AG37,661$255.3K0.00%−8,086−17.7%Reduced
The PNC Financial Services Group, Inc.37,956$257.3K0.00%00.0%Unchanged
Coco Enterprises, LLC39,392$267.1K0.20%00.0%Unchanged
Hilltop Holdings Inc.40,442$274.2K0.03%−83,238−67.3%Reduced
Nations Financial Group Inc,41,986$284.7K0.03%+1,500+3.7%Added
Creative Planning49,434$335.2K0.00%+1,734+3.6%Added
Rothschild Investment Corp52,199$354.0K0.03%00.0%Unchanged
Cetera Investment Advisers61,136$414.5K0.00%−48−0.1%Reduced
Raymond James & Associates72,653$492.6K0.00%−15,547−17.6%Reduced
Bank of America Corp83,616$566.9K0.00%+4,550+5.8%Added
Balboa Wealth Partners85,990$583.0K0.20%−1,100−1.3%Reduced
Raymond James Financial Services Advisors, Inc.98,392$667.1K0.00%−18,872−16.1%Reduced
Wells Fargo & Company103,886$704.3K0.00%−1,517−1.4%Reduced
MAS Advisors LLC104,635$709.4K0.99%−66,212−38.8%Reduced
International Assets Investment Management, LLC124,891$846.8K0.12%00.0%Unchanged
Janney Montgomery Scott LLC125,543$851.0K0.00%−242−0.2%Reduced
Atria Wealth Solutions, Inc.133,934$908.1K0.01%−20,643−13.4%Reduced
Cambridge Investment Research Advisors, Inc.139,966$949.0K0.00%−394−0.3%Reduced
Royal Bank of Canada151,395$1.03M0.00%−94,720−38.5%Reduced
Gamco Investors, Inc. Et Al275,853$1.87M0.02%−22,503−7.5%Reduced
Advisor Group Holdings, Inc.347,757$2.36M0.00%−14,834−4.1%Reduced
Morgan Stanley818,521$5.55M0.00%+26,263+3.3%Added
LPL Financial LLC1,158,592$7.86M0.01%+4,971+0.4%Added
Commonwealth Equity Services, LLC1,227,479$8.32M0.02%+35,176+3.0%Added
Foundations Investment Advisors, LLC0$00.00%−276,675−100.0%Sold out
Susquehanna International Group, LLP0$00.00%−16,360−100.0%Sold out
Advisory Services Network, LLC0$00.00%−283−100.0%Sold out
Ameritas Advisory Services, LLC0$00.00%−200−100.0%Sold out
Elequin Capital LP0$00.00%−100−100.0%Sold out
Pathway Financial Advisers, LLC––––Not filed