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, Q3 2025
Institutional positions in Gabelli Utility Trust as of Sep 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
- 99
- +9 vs. Q2 2025
- Shares held
- 6.66M
- −110.2K (−1.6%) vs. Q2 2025
- Total value
- $40.1M
- +$792.7K (+2.0%) vs. Q2 2025
- New holders
- 18
- 27 more added
- Sold out
- 9
- 21 more reduced
2 institutions that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2025
Shares, value and share of portfolio for each institution holding Gabelli Utility Trust; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Commonwealth Equity Services, LLC | 1,521,376 | $9.23M | 0.01% | −58,265−3.7% | Reduced |
| LPL Financial LLC | 981,217 | $5.96M | 0.00% | +42,922+4.6% | Added |
| Morgan Stanley | 792,897 | $4.81M | 0.00% | −13,334−1.7% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 358,517 | $2.18M | 0.01% | +128,508+55.9% | Added |
| Gamco Investors, Inc. Et Al | 331,023 | $2.01M | 0.02% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 316,528 | $1.88M | 0.00% | +43,618+16.0% | Added |
| Janney Montgomery Scott LLC | 136,753 | $830.0K | 0.00% | −1,840−1.3% | Reduced |
| Raymond James Financial Inc | 122,743 | $745.0K | 0.00% | +19,014+18.3% | Added |
| Cetera Investment Advisers | 117,974 | $716.1K | 0.00% | −14,196−10.7% | Reduced |
| Balboa Wealth Partners | 108,883 | $660.9K | 0.11% | −3,562−3.2% | Reduced |
| J.W. Cole Advisors, Inc. | 101,095 | $613.6K | 0.01% | −3,647−3.5% | Reduced |
| International Assets Investment Management, LLC | 94,631 | $551.5K | 0.04% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 80,580 | $489.1K | 0.00% | −14,770−15.5% | Reduced |
| MAS Advisors LLC | 74,512 | $452.3K | 0.72% | +6,921+10.2% | Added |
| Kestra Advisory Services, LLC | 70,172 | $425.9K | 0.00% | +19,806+39.3% | Added |
| CoreCap Advisors, LLC | 68,966 | $418.6K | 0.02% | −4,100−5.6% | Reduced |
| VisionPoint Advisory Group, LLC | 68,597 | $416.4K | 0.08% | +1,023+1.5% | Added |
| Envestnet Asset Management Inc | 63,788 | $387.2K | 0.00% | +22,523+54.6% | Added |
| Wealth Enhancement Advisory Services, LLC | 61,370 | $370.7K | 0.00% | −4,918−7.4% | Reduced |
| Creative Planning | 59,007 | $358.2K | 0.00% | +863+1.5% | Added |
| Elite Wealth Management, Inc. | 57,100 | $346.6K | 0.09% | 00.0% | Unchanged |
| Nations Financial Group Inc, | 52,695 | $319.9K | 0.02% | +68+0.1% | Added |
| Pines Wealth Management, LLC | 50,000 | $303.5K | 0.10% | +50,000 | New |
| Wedbush Securities Inc | 47,115 | $286.0K | 0.01% | +7,450+18.8% | Added |
| Rothschild Investment LLC | 41,294 | $250.7K | 0.01% | −2,100−4.8% | Reduced |
| Royal Bank of Canada | 41,169 | $250.0K | 0.00% | +1,125+2.8% | Added |
| Wealth Quarterback LLC | 40,298 | $244.6K | 0.09% | +120.0% | Added |
| Stratos Wealth Partners, LTD. | 36,444 | $221.2K | 0.00% | −1,931−5.0% | Reduced |
| Baird Financial Group, Inc. | 35,829 | $217.5K | 0.00% | −5,099−12.5% | Reduced |
| Bank of America Corp | 32,880 | $199.6K | 0.00% | +972+3.0% | Added |
| UBS Group AG | 32,513 | $197.4K | 0.00% | +1,285+4.1% | Added |
| Leverty Financial Group, LLC | 31,267 | $189.8K | 0.05% | 00.0% | Unchanged |
| Stifel Financial Corp | 27,705 | $168.2K | 0.00% | −3,850−12.2% | Reduced |
| Coco Enterprises, LLC | 27,437 | $166.3K | 0.09% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 25,149 | $152.7K | 0.00% | +88+0.4% | Added |
| The PNC Financial Services Group, Inc. | 23,656 | $143.6K | 0.00% | 00.0% | Unchanged |
| Integrity Alliance, LLC. | 22,571 | $137.0K | 0.01% | +22,571 | New |
| Ameriflex Group, Inc. | 19,200 | $116.5K | 0.04% | +19,200 | New |
| Eagle Wealth Strategies LLC | 18,138 | $110.1K | 0.05% | 00.0% | Unchanged |
| Register Financial Advisors LLC | 18,051 | $109.6K | 0.04% | +439+2.5% | Added |
| Cascade Investment Group, Inc. | 17,888 | $108.6K | 0.07% | 00.0% | Unchanged |
| Vantage Financial Partners, LLC | 17,510 | $106.3K | 0.02% | −961−5.2% | Reduced |
| D.A. Davidson & Co. | 16,950 | $102.9K | 0.00% | +70.0% | Added |
| Accurate Wealth Management, LLC | 16,435 | $99.6K | 0.01% | +11+0.1% | Added |
| Sonora Investment Management Group, LLC | 15,919 | $96.6K | 0.01% | 00.0% | Unchanged |
| Dynamic Advisor Solutions LLC | 15,322 | $93.0K | 0.00% | +129+0.8% | Added |
| Synovus Financial Corp | 15,076 | $91.5K | 0.00% | 00.0% | Unchanged |
| Valley Brook Capital Group | 15,000 | $91.0K | 0.06% | −2,000−11.8% | Reduced |
| MML Investors Services, LLC | 14,635 | $88.8K | 0.00% | −3,343−18.6% | Reduced |
| Motco | 14,277 | $86.7K | 0.01% | 00.0% | Unchanged |
| Vestmark Advisory Solutions, Inc. | 13,500 | $81.9K | 0.00% | +13,500 | New |
| Mount Yale Investment Advisors, LLC | 13,500 | $81.9K | 0.01% | +13,500 | New |
| Mach-1 Financial Group, Inc. | 13,222 | $80.3K | 0.01% | +13,222 | New |
| Integrity Advisory Solutions, LLC | 13,222 | $80.3K | 0.01% | +13,222 | New |
| HighTower Advisors, LLC | 12,585 | $76.4K | 0.00% | +12,585 | New |
| PFG Investments, LLC | 12,412 | $75.3K | 0.00% | +2,027+19.5% | Added |
| Fisher Asset Management, LLC | 12,170 | $73.9K | 0.00% | −50,757−80.7% | Reduced |
| Captrust Financial Advisors | 11,594 | $70.4K | 0.00% | −66−0.6% | Reduced |
| Ameriprise Financial Inc | 11,517 | $69.9K | 0.00% | +11,517 | New |
| BCJ Capital Management, LLC | 11,060 | $67.1K | 0.00% | 00.0% | Unchanged |
| Jane Street Group, LLC | 11,030 | $67.0K | 0.00% | +764+7.4% | Added |
| Moloney Securities Asset Management, LLC | 10,426 | $63.3K | 0.01% | 00.0% | Unchanged |
| Mariner, LLC | 10,174 | $61.8K | 0.00% | −9,000−46.9% | Reduced |
| Everstar Asset Management, LLC | 10,050 | $61.0K | 0.03% | 00.0% | Unchanged |
| Liberty Capital Management, Inc. | 10,000 | $60.7K | 0.01% | 00.0% | Unchanged |
| Moors & Cabot, Inc. | 10,000 | $60.7K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 8,593 | $52.2K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 5,000 | $30.4K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 4,750 | $28.8K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 4,344 | $26.4K | 0.00% | 00.0% | Unchanged |
| Scarborough Advisors, LLC | 3,869 | $23.5K | 0.00% | +93+2.5% | Added |
| Pathway Financial Advisers, LLC | 3,722 | $22.6K | 0.01% | +3,722 | New |
| IFP Advisors, Inc | 2,662 | $16.2K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 2,500 | $15.2K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 2,539 | $15.0K | 0.00% | +71+2.9% | Added |
| SRS Capital Advisors, Inc. | 2,301 | $14.0K | 0.00% | +2,301 | New |
| Principal Securities, Inc. | 2,126 | $12.9K | 0.00% | +55+2.7% | Added |
| Wells Fargo & Company | 1,949 | $11.8K | 0.00% | +540+38.3% | Added |
| NBC Securities, Inc. | 1,921 | $11.7K | 0.00% | +1,921 | New |
| Resources Management Corp | 1,601 | $10.0K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 1,440 | $8.74K | 0.00% | +35+2.5% | Added |
| Root Financial Partners, LLC | 1,359 | $8.25K | 0.00% | +1,359 | New |
| Allworth Financial LP | 1,202 | $7.30K | 0.00% | 00.0% | Unchanged |
| MTM Investment Management, LLC | 922 | $5.60K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 753 | $4.57K | 0.00% | −934−55.4% | Reduced |
| Assetmark, Inc | 730 | $4.43K | 0.00% | +730 | New |
| Boyd Watterson Asset Management LLC | 720 | $4.37K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 395 | $2.40K | 0.00% | +395 | New |
| Highline Wealth Partners LLC | 380 | $2.31K | 0.00% | +380 | New |
| Harbour Investments, Inc. | 344 | $2.09K | 0.00% | 00.0% | Unchanged |
| Community Bank, N.A. | 330 | $2.00K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 283 | $1.72K | 0.00% | +283 | New |
| US Bancorp | 138 | $838 | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 133 | $808 | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 120 | $728 | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 68 | $413 | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 55 | $330 | 0.00% | +55 | New |
| Huntington National Bank | – | $12 | 0.00% | – | – |
| Virtue Capital Management, LLC | 47,622 | – | – | −164,013−77.5% | Reduced |
| Mission Wealth Management, LP | 0 | $0 | 0.00% | −74,800−100.0% | Sold out |