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