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 2025
Institutional positions in Gabelli Utility Trust as of Jun 30, 2025. 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
- 92
- +6 vs. Q1 2025
- Shares held
- 6.86M
- −183.1K (−2.6%) vs. Q1 2025
- Total value
- $39.8M
- +$2.20M (+5.9%) vs. Q1 2025
- New holders
- 16
- 35 more added
- Sold out
- 10
- 15 more reduced
Compare with Q1 2025: 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 | $54.3M |
| Q1 2026 | 94 | $44.2M |
| Q4 2025 | 102 | $42.4M |
| Q3 2025 | 99 | $40.1M |
| Q2 2025 | 92 | $39.8M |
| Q1 2025 | 86 | $37.6M |
| Q4 2024 | 86 | $39.5M |
| Q3 2024 | 93 | $36.6M |
| Q2 2024 | 83 | $36.2M |
| Q1 2024 | 81 | $33.6M |
| Q4 2023 | 83 | $32.7M |
| Q3 2023 | 87 | $33.0M |
| Q2 2023 | 82 | $41.2M |
| Q1 2023 | 81 | $47.0M |
| 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 2025
Shares, value and share of portfolio for each institution holding Gabelli Utility Trust; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Commonwealth Equity Services, LLC | 1,579,641 | $9.16M | 0.01% | +22,862+1.5% | Added |
| LPL Financial LLC | 938,295 | $5.44M | 0.00% | −20,138−2.1% | Reduced |
| Morgan Stanley | 806,231 | $4.68M | 0.00% | +31,245+4.0% | Added |
| Gamco Investors, Inc. Et Al | 331,023 | $1.92M | 0.02% | −1,507−0.5% | Reduced |
| Advisor Group Holdings, Inc. | 272,910 | $1.58M | 0.00% | +76,065+38.6% | Added |
| Cambridge Investment Research Advisors, Inc. | 230,009 | $1.33M | 0.00% | +28,799+14.3% | Added |
| Virtue Capital Management, LLC | 211,635 | $1.23M | 0.23% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 138,593 | $804.0K | 0.00% | +5,770+4.3% | Added |
| Cetera Investment Advisers | 132,170 | $766.6K | 0.00% | +1,576+1.2% | Added |
| Balboa Wealth Partners | 112,445 | $652.2K | 0.13% | −14,559−11.5% | Reduced |
| J.W. Cole Advisors, Inc. | 104,742 | $607.5K | 0.01% | +20,163+23.8% | Added |
| Raymond James Financial Inc | 103,729 | $601.6K | 0.00% | +2,042+2.0% | Added |
| Steward Partners Investment Advisory, LLC | 95,350 | $553.0K | 0.00% | −8,650−8.3% | Reduced |
| International Assets Investment Management, LLC | 94,631 | $548.9K | 0.04% | +2,819+3.1% | Added |
| Mission Wealth Management, LP | 74,800 | $433.8K | 0.01% | +74,800 | New |
| CoreCap Advisors, LLC | 73,066 | $423.8K | 0.02% | −1,400−1.9% | Reduced |
| Arlington Capital Management, Inc. | 68,564 | $397.7K | 0.35% | +1,297+1.9% | Added |
| Atria Wealth Solutions, Inc. | 67,917 | $393.9K | 0.01% | −26,450−28.0% | Reduced |
| MAS Advisors LLC | 67,591 | $392.0K | 0.64% | +2,248+3.4% | Added |
| VisionPoint Advisory Group, LLC | 67,574 | $391.9K | 0.09% | +8,101+13.6% | Added |
| Wealth Enhancement Advisory Services, LLC | 66,288 | $390.4K | 0.00% | +4,715+7.7% | Added |
| Fisher Asset Management, LLC | 62,927 | $365.0K | 0.00% | +700+1.1% | Added |
| Creative Planning | 58,144 | $337.2K | 0.00% | −2,501−4.1% | Reduced |
| Elite Wealth Management, Inc. | 57,100 | $331.2K | 0.11% | +57,100 | New |
| Nations Financial Group Inc, | 52,627 | $305.2K | 0.02% | +73+0.1% | Added |
| Kestra Advisory Services, LLC | 50,366 | $292.1K | 0.00% | +13,123+35.2% | Added |
| Susquehanna International Group, LLP | 46,184 | $267.9K | 0.00% | +46,184 | New |
| Rothschild Investment LLC | 43,394 | $251.7K | 0.02% | 00.0% | Unchanged |
| Envestnet Asset Management Inc | 41,265 | $239.3K | 0.00% | −2,631−6.0% | Reduced |
| Baird Financial Group, Inc. | 40,928 | $237.4K | 0.00% | +40,928 | New |
| Wealth Quarterback LLC | 40,286 | $233.7K | 0.11% | +431+1.1% | Added |
| Royal Bank of Canada | 40,044 | $232.0K | 0.00% | −200−0.5% | Reduced |
| Wedbush Securities Inc | 39,665 | $230.0K | 0.01% | +11,250+39.6% | Added |
| Stratos Wealth Partners, LTD. | 38,375 | $222.6K | 0.00% | +21,955+133.7% | Added |
| Bank of America Corp | 31,908 | $185.1K | 0.00% | +11,720+58.1% | Added |
| Stifel Financial Corp | 31,555 | $183.0K | 0.00% | −10,903−25.7% | Reduced |
| Leverty Financial Group, LLC | 31,267 | $181.3K | 0.05% | 00.0% | Unchanged |
| UBS Group AG | 31,228 | $181.1K | 0.00% | +2,500+8.7% | Added |
| Coco Enterprises, LLC | 27,437 | $159.1K | 0.09% | +2,727+11.0% | Added |
| Private Advisor Group, LLC | 25,061 | $145.4K | 0.00% | +88+0.4% | Added |
| The PNC Financial Services Group, Inc. | 23,656 | $137.2K | 0.00% | 00.0% | Unchanged |
| Good Life Advisors, LLC | 20,983 | $121.7K | 0.01% | +1,886+9.9% | Added |
| Mariner, LLC | 19,174 | $111.2K | 0.00% | +367+2.0% | Added |
| Vantage Financial Partners, LLC | 18,471 | $107.1K | 0.02% | −2,588−12.3% | Reduced |
| Eagle Wealth Strategies LLC | 18,138 | $105.2K | 0.06% | 00.0% | Unchanged |
| MML Investors Services, LLC | 17,978 | $104.0K | 0.00% | −10,263−36.3% | Reduced |
| Cascade Investment Group, Inc. | 17,888 | $103.8K | 0.07% | 00.0% | Unchanged |
| Register Financial Advisors LLC | 17,612 | $102.2K | 0.04% | +17,612 | New |
| Accurate Wealth Management, LLC | 16,424 | $99.0K | 0.02% | +12+0.1% | Added |
| Valley Brook Capital Group | 17,000 | $98.6K | 0.07% | +17,000 | New |
| D.A. Davidson & Co. | 16,943 | $98.3K | 0.00% | +80.0% | Added |
| Sonora Investment Management Group, LLC | 15,919 | $92.3K | 0.01% | +1,500+10.4% | Added |
| Dynamic Advisor Solutions LLC | 15,193 | $88.1K | 0.00% | +2,688+21.5% | Added |
| Synovus Financial Corp | 15,076 | $87.4K | 0.00% | 00.0% | Unchanged |
| Motco | 14,277 | $85.9K | 0.01% | 00.0% | Unchanged |
| Trust Co of Vermont | 14,674 | $85.1K | 0.00% | +14,674 | New |
| Virtu Financial LLC | 12,172 | $71.0K | 0.00% | −2,982−19.7% | Reduced |
| Captrust Financial Advisors | 11,660 | $67.6K | 0.00% | +11+0.1% | Added |
| HRT Financial LP | 11,223 | $65.0K | 0.00% | +11,223 | New |
| BCJ Capital Management, LLC | 11,060 | $64.1K | 0.00% | 00.0% | Unchanged |
| Moloney Securities Asset Management, LLC | 10,426 | $60.5K | 0.01% | +10,426 | New |
| PFG Investments, LLC | 10,385 | $60.2K | 0.00% | +62+0.6% | Added |
| Jane Street Group, LLC | 10,266 | $59.5K | 0.00% | +10,266 | New |
| Everstar Asset Management, LLC | 10,050 | $58.3K | 0.04% | 00.0% | Unchanged |
| Liberty Capital Management, Inc. | 10,000 | $58.0K | 0.01% | 00.0% | Unchanged |
| Moors & Cabot, Inc. | 10,000 | $58.0K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 8,593 | $49.8K | 0.00% | +8,593 | New |
| Anchor Investment Management, LLC | 5,000 | $29.0K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 4,750 | $27.6K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 4,344 | $25.2K | 0.00% | −175−3.9% | Reduced |
| Scarborough Advisors, LLC | 3,776 | $21.9K | 0.00% | +3,776 | New |
| IFP Advisors, Inc | 2,662 | $15.4K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 2,500 | $14.5K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 2,468 | $14.0K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 2,071 | $12.0K | 0.00% | +116+5.9% | Added |
| Northwestern Mutual Wealth Management Co | 1,687 | $9.79K | 0.00% | +585+53.1% | Added |
| Resources Management Corp | 1,601 | $9.00K | 0.00% | −675−29.7% | Reduced |
| Wells Fargo & Company | 1,409 | $8.17K | 0.00% | +1,408+140,800.0% | Added |
| AdvisorNet Financial, Inc | 1,405 | $8.15K | 0.00% | +1,405 | New |
| Allworth Financial LP | 1,202 | $6.97K | 0.00% | +1,002+501.0% | Added |
| MTM Investment Management, LLC | 922 | $5.35K | 0.00% | +922 | New |
| Boyd Watterson Asset Management LLC | 720 | $4.18K | 0.00% | 00.0% | Unchanged |
| MorganRosel Wealth Management, LLC | 491 | $2.85K | 0.00% | +491 | New |
| Harbour Investments, Inc. | 344 | $2.00K | 0.00% | 00.0% | Unchanged |
| Community Bank, N.A. | 330 | $1.91K | 0.00% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 240 | $1.39K | 0.00% | +240 | New |
| US Bancorp | 138 | $800 | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 133 | $772 | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 120 | $696 | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 68 | $394 | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 27 | $157 | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | – | $12 | 0.00% | – | – |
| Sit Investment Associates Inc | 0 | $0 | 0.00% | −510,827−100.0% | Sold out |
| TownSquare Capital, LLC | 0 | $0 | 0.00% | −59,473−100.0% | Sold out |
| Integrity Alliance, LLC. | 0 | $0 | 0.00% | −44,787−100.0% | Sold out |
| Ameriflex Group, Inc. | 0 | $0 | 0.00% | −16,250−100.0% | Sold out |
| Mercer Global Advisors Inc | 0 | $0 | 0.00% | −11,066−100.0% | Sold out |
| Rollins Financial Advisors, LLC | 0 | $0 | 0.00% | −11,000−100.0% | Sold out |
| One Capital Management, LLC | 0 | $0 | 0.00% | −10,485−100.0% | Sold out |
| Foundations Investment Advisors, LLC | 0 | $0 | 0.00% | −10,005−100.0% | Sold out |