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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 2024

Institutional positions in Gabelli Utility Trust as of Mar 31, 2024. 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
−2 vs. Q4 2023
Shares held
6.06M
+31.7K (+0.5%) vs. Q4 2023
Total value
$33.6M
+$951.4K (+2.9%) vs. Q4 2023
New holders
10
29 more added
Sold out
12
17 more reduced

Compare with Q4 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 holdersQ1 2024: 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 2024: $33.6M
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 2024

Shares, value and share of portfolio for each institution holding Gabelli Utility Trust; share changes are against Q4 2023.

Institutions holding GUT in Q1 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Commonwealth Equity Services, LLC1,269,814$7.05M0.01%+41,271+3.4%Added
LPL Financial LLC983,226$5.46M0.00%−144,068−12.8%Reduced
Morgan Stanley855,341$4.75M0.00%+3,287+0.4%Added
Advisor Group Holdings, Inc.340,701$1.89M0.00%+24,634+7.8%Added
Gamco Investors, Inc. Et Al275,853$1.53M0.02%00.0%Unchanged
Virtue Capital Management, LLC211,635$1.17M0.21%+211,635New
Atria Wealth Solutions, Inc.183,822$1.02M0.01%+28,818+18.6%Added
Cambridge Investment Research Advisors, Inc.134,043$744.0K0.00%−5,292−3.8%Reduced
Janney Montgomery Scott LLC124,459$691.0K0.00%−292−0.2%Reduced
Balboa Wealth Partners122,390$679.3K0.22%+20,650+20.3%Added
MAS Advisors LLC104,137$578.0K0.67%+26,926+34.9%Added
Cetera Investment Advisers99,219$550.7K0.00%+38,022+62.1%Added
International Assets Investment Management, LLC99,197$547.6K0.06%+2,000+2.1%Added
Bank of America Corp92,324$512.4K0.00%+15,169+19.7%Added
Raymond James Financial Services Advisors, Inc.74,505$413.5K0.00%−1,084−1.4%Reduced
Royal Bank of Canada69,895$388.0K0.00%−14,695−17.4%Reduced
Raymond James & Associates59,939$332.7K0.00%−354−0.6%Reduced
Creative Planning59,761$331.7K0.00%+9,869+19.8%Added
Nations Financial Group Inc,49,308$273.7K0.02%+3,500+7.6%Added
Rothschild Investment LLC44,199$245.3K0.02%00.0%Unchanged
Wealth Quarterback LLC39,935$221.6K0.12%+3,009+8.1%Added
Coco Enterprises, LLC39,392$218.2K0.15%00.0%Unchanged
The PNC Financial Services Group, Inc.37,956$210.7K0.00%00.0%Unchanged
Wealth Enhancement Advisory Services, LLC36,714$203.8K0.00%+5,185+16.4%Added
UBS Group AG33,553$186.2K0.00%+3,528+11.8%Added
Leverty Financial Group, LLC31,267$173.5K0.10%00.0%Unchanged
Brookstone Capital Management30,121$167.2K0.00%+6,532+27.7%Added
Susquehanna International Group, LLP29,604$164.3K0.00%+29,604New
Hilltop Holdings Inc.25,488$141.5K0.02%+325+1.3%Added
Kestra Advisory Services, LLC25,084$139.2K0.00%+1,048+4.4%Added
MML Investors Services, LLC23,629$131.0K0.00%+308+1.3%Added
Kellett Schaffner Wealth Advisors LLC22,808$126.6K0.09%−3,392−12.9%Reduced
Good Life Advisors, LLC22,692$125.9K0.01%+376+1.7%Added
CoreCap Advisors, LLC22,295$123.7K0.01%−7,600−25.4%Reduced
GWM Advisors LLC21,273$118.1K0.00%+18,023+554.6%Added
Vantage Financial Partners, LLC20,873$115.8K0.03%−1,245−5.6%Reduced
VisionPoint Advisory Group, LLC19,020$105.6K0.04%+1,607+9.2%Added
Eagle Wealth Strategies LLC18,138$100.1K0.08%00.0%Unchanged
Cascade Investment Group, Inc.17,716$98.3K0.07%00.0%Unchanged
PFG Investments, LLC17,374$96.4K0.01%+17,374New
BNC Wealth Management, LLC16,506$91.6K0.04%−2,361−12.5%Reduced
Wedbush Securities Inc16,250$90.0K0.00%00.0%Unchanged
Baird Financial Group, Inc.16,147$89.6K0.00%+16,147New
Synovus Financial Corp15,076$83.7K0.00%00.0%Unchanged
D.A. Davidson & Co.14,786$82.1K0.00%+1,342+10.0%Added
Accurate Wealth Management, LLC14,500$80.3K0.02%00.0%Unchanged
Kestra Private Wealth Services, LLC14,042$77.9K0.00%+229+1.7%Added
Rollins Financial Advisors, LLC14,000$77.7K0.01%+14,000New
Private Advisor Group, LLC13,826$76.7K0.00%+91+0.7%Added
Envestnet Asset Management Inc12,499$69.4K0.00%+12,499New
Sonora Investment Management Group, LLC12,015$66.7K0.01%00.0%Unchanged
Captrust Financial Advisors11,608$64.4K0.00%−17,140−59.6%Reduced
Stifel Financial Corp11,474$63.7K0.00%+100+0.9%Added
Pinnacle Associates Ltd11,164$62.0K0.00%00.0%Unchanged
BCJ Capital Management, LLC11,060$61.4K0.00%00.0%Unchanged
Virtu Financial LLC10,925$61.0K0.00%−23,549−68.3%Reduced
Liberty Capital Management, Inc.10,000$55.5K0.01%00.0%Unchanged
Highlander Capital Management, LLC8,968$49.8K0.02%00.0%Unchanged
Global Retirement Partners, LLC7,417$41.2K0.00%00.0%Unchanged
Motco7,277$40.4K0.00%−4,882−40.2%Reduced
Register Financial Advisors LLC5,205$28.9K0.01%+5,205New
Resources Management Corp3,420$19.0K0.00%−5,156−60.1%Reduced
Pathway Financial Advisers, LLC3,255$18.1K0.01%+72+2.3%Added
Fifth Third Bancorp2,500$13.9K0.00%00.0%Unchanged
Principal Securities, Inc.1,798$9.98K0.00%+51+2.9%Added
M&R Capital Management Inc1,792$9.95K0.00%+46+2.6%Added
Peoples Bank1,500$8.32K0.01%00.0%Unchanged
CWM, LLC1,220$7.00K0.00%+1,220New
Northwestern Mutual Wealth Management Co837$4.65K0.00%−1,644−66.3%Reduced
Boyd Watterson Asset Management LLC720$4.00K0.00%00.0%Unchanged
Larson Financial Group LLC514$2.85K0.00%+14+2.8%Added
Community Bank, N.A.330$1.83K0.00%00.0%Unchanged
Allworth Financial LP200$1.11K0.00%+200New
NBC Securities, Inc.150$1.00K0.00%+150New
Nemes Rush Group LLC173$9610.00%−1,648−90.5%Reduced
US Bancorp138$7660.00%00.0%Unchanged
Carolinas Wealth Consulting LLC126$6990.00%00.0%Unchanged
SOA Wealth Advisors, LLC.120$6660.00%00.0%Unchanged
Federation des caisses Desjardins du Quebec68$3770.00%00.0%Unchanged
Huntington National Bank–$110.00%––
Wells Fargo & Company1$30.00%−3,020−100.0%Reduced
Significant Wealth Partners LLC0$00.00%−163,469−100.0%Sold out
Riverview Trust Co0$00.00%−50,954−100.0%Sold out
Cetera Advisor Networks LLC0$00.00%−24,532−100.0%Sold out
Retirement Financial Solutions, LLC0$00.00%−18,280−100.0%Sold out
Wolverine Asset Management LLC0$00.00%−12,788−100.0%Sold out
Mariner, LLC0$00.00%−12,109−100.0%Sold out
Nomura Holdings Inc0$00.00%−11,300−100.0%Sold out
Harbour Investments, Inc.0$00.00%−575−100.0%Sold out
EdgeRock Capital LLC0$00.00%−338−100.0%Sold out
JPMorgan Chase & Co0$00.00%−333−100.0%Sold out
Advisory Services Network, LLC0$00.00%−283−100.0%Sold out
FMR LLC0$00.00%−1−100.0%Sold out