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 |
|---|---|---|---|---|---|
| Huntington National Bank | – | $12 | 0.00% | – | – |
| Sound Income Strategies, LLC | 55 | $330 | 0.00% | +55 | New |
| Federation des caisses Desjardins du Quebec | 68 | $413 | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 120 | $728 | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 133 | $808 | 0.00% | 00.0% | Unchanged |
| US Bancorp | 138 | $838 | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 283 | $1.72K | 0.00% | +283 | New |
| Community Bank, N.A. | 330 | $2.00K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 344 | $2.09K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 380 | $2.31K | 0.00% | +380 | New |
| Rockefeller Capital Management L.P. | 395 | $2.40K | 0.00% | +395 | New |
| Boyd Watterson Asset Management LLC | 720 | $4.37K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 730 | $4.43K | 0.00% | +730 | New |
| Northwestern Mutual Wealth Management Co | 753 | $4.57K | 0.00% | −934−55.4% | Reduced |
| MTM Investment Management, LLC | 922 | $5.60K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 1,202 | $7.30K | 0.00% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 1,359 | $8.25K | 0.00% | +1,359 | New |
| AdvisorNet Financial, Inc | 1,440 | $8.74K | 0.00% | +35+2.5% | Added |
| Resources Management Corp | 1,601 | $10.0K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 1,921 | $11.7K | 0.00% | +1,921 | New |
| Wells Fargo & Company | 1,949 | $11.8K | 0.00% | +540+38.3% | Added |
| Principal Securities, Inc. | 2,126 | $12.9K | 0.00% | +55+2.7% | Added |
| SRS Capital Advisors, Inc. | 2,301 | $14.0K | 0.00% | +2,301 | New |
| CWM, LLC | 2,539 | $15.0K | 0.00% | +71+2.9% | Added |
| Fifth Third Bancorp | 2,500 | $15.2K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 2,662 | $16.2K | 0.00% | 00.0% | Unchanged |
| Pathway Financial Advisers, LLC | 3,722 | $22.6K | 0.01% | +3,722 | New |
| Scarborough Advisors, LLC | 3,869 | $23.5K | 0.00% | +93+2.5% | Added |
| Farmers & Merchants Investments Inc | 4,344 | $26.4K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 4,750 | $28.8K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 5,000 | $30.4K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 8,593 | $52.2K | 0.00% | 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 |
| Everstar Asset Management, LLC | 10,050 | $61.0K | 0.03% | 00.0% | Unchanged |
| Mariner, LLC | 10,174 | $61.8K | 0.00% | −9,000−46.9% | Reduced |
| Moloney Securities Asset Management, LLC | 10,426 | $63.3K | 0.01% | 00.0% | Unchanged |
| Jane Street Group, LLC | 11,030 | $67.0K | 0.00% | +764+7.4% | Added |
| BCJ Capital Management, LLC | 11,060 | $67.1K | 0.00% | 00.0% | Unchanged |
| Ameriprise Financial Inc | 11,517 | $69.9K | 0.00% | +11,517 | New |
| Captrust Financial Advisors | 11,594 | $70.4K | 0.00% | −66−0.6% | Reduced |
| Fisher Asset Management, LLC | 12,170 | $73.9K | 0.00% | −50,757−80.7% | Reduced |
| PFG Investments, LLC | 12,412 | $75.3K | 0.00% | +2,027+19.5% | Added |
| HighTower Advisors, LLC | 12,585 | $76.4K | 0.00% | +12,585 | 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 |
| 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 |
| Motco | 14,277 | $86.7K | 0.01% | 00.0% | Unchanged |
| MML Investors Services, LLC | 14,635 | $88.8K | 0.00% | −3,343−18.6% | Reduced |
| Valley Brook Capital Group | 15,000 | $91.0K | 0.06% | −2,000−11.8% | Reduced |
| Synovus Financial Corp | 15,076 | $91.5K | 0.00% | 00.0% | Unchanged |
| Dynamic Advisor Solutions LLC | 15,322 | $93.0K | 0.00% | +129+0.8% | Added |
| Sonora Investment Management Group, LLC | 15,919 | $96.6K | 0.01% | 00.0% | Unchanged |
| Accurate Wealth Management, LLC | 16,435 | $99.6K | 0.01% | +11+0.1% | Added |
| D.A. Davidson & Co. | 16,950 | $102.9K | 0.00% | +70.0% | Added |
| Vantage Financial Partners, LLC | 17,510 | $106.3K | 0.02% | −961−5.2% | Reduced |
| Cascade Investment Group, Inc. | 17,888 | $108.6K | 0.07% | 00.0% | Unchanged |
| Register Financial Advisors LLC | 18,051 | $109.6K | 0.04% | +439+2.5% | Added |
| Eagle Wealth Strategies LLC | 18,138 | $110.1K | 0.05% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 19,200 | $116.5K | 0.04% | +19,200 | New |
| Integrity Alliance, LLC. | 22,571 | $137.0K | 0.01% | +22,571 | New |
| The PNC Financial Services Group, Inc. | 23,656 | $143.6K | 0.00% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 25,149 | $152.7K | 0.00% | +88+0.4% | Added |
| Coco Enterprises, LLC | 27,437 | $166.3K | 0.09% | 00.0% | Unchanged |
| Stifel Financial Corp | 27,705 | $168.2K | 0.00% | −3,850−12.2% | Reduced |
| Leverty Financial Group, LLC | 31,267 | $189.8K | 0.05% | 00.0% | Unchanged |
| UBS Group AG | 32,513 | $197.4K | 0.00% | +1,285+4.1% | Added |
| Bank of America Corp | 32,880 | $199.6K | 0.00% | +972+3.0% | Added |
| Baird Financial Group, Inc. | 35,829 | $217.5K | 0.00% | −5,099−12.5% | Reduced |
| Stratos Wealth Partners, LTD. | 36,444 | $221.2K | 0.00% | −1,931−5.0% | Reduced |
| Wealth Quarterback LLC | 40,298 | $244.6K | 0.09% | +120.0% | Added |
| Royal Bank of Canada | 41,169 | $250.0K | 0.00% | +1,125+2.8% | Added |
| Rothschild Investment LLC | 41,294 | $250.7K | 0.01% | −2,100−4.8% | Reduced |
| Wedbush Securities Inc | 47,115 | $286.0K | 0.01% | +7,450+18.8% | Added |
| Pines Wealth Management, LLC | 50,000 | $303.5K | 0.10% | +50,000 | New |
| Nations Financial Group Inc, | 52,695 | $319.9K | 0.02% | +68+0.1% | Added |
| Elite Wealth Management, Inc. | 57,100 | $346.6K | 0.09% | 00.0% | Unchanged |
| Creative Planning | 59,007 | $358.2K | 0.00% | +863+1.5% | Added |
| Wealth Enhancement Advisory Services, LLC | 61,370 | $370.7K | 0.00% | −4,918−7.4% | Reduced |
| Envestnet Asset Management Inc | 63,788 | $387.2K | 0.00% | +22,523+54.6% | Added |
| VisionPoint Advisory Group, LLC | 68,597 | $416.4K | 0.08% | +1,023+1.5% | Added |
| CoreCap Advisors, LLC | 68,966 | $418.6K | 0.02% | −4,100−5.6% | Reduced |
| Kestra Advisory Services, LLC | 70,172 | $425.9K | 0.00% | +19,806+39.3% | Added |
| MAS Advisors LLC | 74,512 | $452.3K | 0.72% | +6,921+10.2% | Added |
| Steward Partners Investment Advisory, LLC | 80,580 | $489.1K | 0.00% | −14,770−15.5% | Reduced |
| International Assets Investment Management, LLC | 94,631 | $551.5K | 0.04% | 00.0% | Unchanged |
| J.W. Cole Advisors, Inc. | 101,095 | $613.6K | 0.01% | −3,647−3.5% | Reduced |
| Balboa Wealth Partners | 108,883 | $660.9K | 0.11% | −3,562−3.2% | Reduced |
| Cetera Investment Advisers | 117,974 | $716.1K | 0.00% | −14,196−10.7% | Reduced |
| Raymond James Financial Inc | 122,743 | $745.0K | 0.00% | +19,014+18.3% | Added |
| Janney Montgomery Scott LLC | 136,753 | $830.0K | 0.00% | −1,840−1.3% | Reduced |
| Advisor Group Holdings, Inc. | 316,528 | $1.88M | 0.00% | +43,618+16.0% | Added |
| Gamco Investors, Inc. Et Al | 331,023 | $2.01M | 0.02% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 358,517 | $2.18M | 0.01% | +128,508+55.9% | Added |
| Morgan Stanley | 792,897 | $4.81M | 0.00% | −13,334−1.7% | Reduced |
| LPL Financial LLC | 981,217 | $5.96M | 0.00% | +42,922+4.6% | Added |
| Commonwealth Equity Services, LLC | 1,521,376 | $9.23M | 0.01% | −58,265−3.7% | Reduced |
| 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 |