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, Q4 2025
Institutional positions in Gabelli Utility Trust as of Dec 31, 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
- 102
- +7 vs. Q3 2025
- Shares held
- 7.03M
- +483.2K (+7.4%) vs. Q3 2025
- Total value
- $42.4M
- +$3.01M (+7.6%) vs. Q3 2025
- New holders
- 15
- 33 more added
- Sold out
- 8
- 18 more reduced
4 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2025
Shares, value and share of portfolio for each institution holding Gabelli Utility Trust; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Commonwealth Equity Services, LLC | 1,300,372 | $7.84M | 0.01% | −221,004−14.5% | Reduced |
| LPL Financial LLC | 943,220 | $5.69M | 0.00% | −37,997−3.9% | Reduced |
| Morgan Stanley | 942,529 | $5.68M | 0.00% | +149,632+18.9% | Added |
| Advisor Group Holdings, Inc. | 411,891 | $2.48M | 0.00% | +95,363+30.1% | Added |
| Cambridge Investment Research Advisors, Inc. | 410,070 | $2.47M | 0.01% | +51,553+14.4% | Added |
| Gamco Investors, Inc. Et Al | 331,023 | $2.00M | 0.02% | 00.0% | Unchanged |
| Plus Group Wealth Advisors LLC | 178,016 | $1.07M | 1.19% | +178,016 | New |
| Cetera Investment Advisers | 152,030 | $916.7K | 0.00% | +34,056+28.9% | Added |
| Janney Montgomery Scott LLC | 135,986 | $820.0K | 0.00% | −767−0.6% | Reduced |
| Raymond James Financial Inc | 128,308 | $773.7K | 0.00% | +5,565+4.5% | Added |
| Balboa Wealth Partners | 104,579 | $630.6K | 0.10% | −4,304−4.0% | Reduced |
| J.W. Cole Advisors, Inc. | 101,690 | $603.1K | 0.01% | +595+0.6% | Added |
| International Assets Investment Management, LLC | 94,631 | $570.6K | 0.04% | 00.0% | Unchanged |
| Virtue Capital Management, LLC | 91,666 | $555.5K | 0.09% | +44,044+92.5% | Added |
| CoreCap Advisors, LLC | 77,366 | $466.5K | 0.02% | +8,400+12.2% | Added |
| Kestra Advisory Services, LLC | 76,644 | $462.2K | 0.00% | +6,472+9.2% | Added |
| Wedbush Securities Inc | 74,355 | $448.0K | 0.01% | +27,240+57.8% | Added |
| Steward Partners Investment Advisory, LLC | 72,030 | $434.3K | 0.00% | −8,550−10.6% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 65,989 | $401.9K | 0.00% | +4,619+7.5% | Added |
| Kovack Advisors, Inc. | 58,582 | $353.2K | 0.02% | +58,582 | New |
| Envestnet Asset Management Inc | 57,888 | $349.1K | 0.00% | −5,900−9.2% | Reduced |
| Creative Planning | 57,326 | $345.7K | 0.00% | −1,681−2.8% | Reduced |
| VisionPoint Advisory Group, LLC | 54,658 | $329.6K | 0.06% | −13,939−20.3% | Reduced |
| Nations Financial Group Inc, | 52,741 | $318.0K | 0.02% | +46+0.1% | Added |
| Pines Wealth Management, LLC | 50,000 | $301.5K | 0.10% | 00.0% | Unchanged |
| Captrust Financial Advisors | 45,760 | $275.9K | 0.00% | +34,166+294.7% | Added |
| Rothschild Investment LLC | 41,294 | $249.0K | 0.01% | 00.0% | Unchanged |
| Wealth Quarterback LLC | 40,659 | $245.2K | 0.09% | +361+0.9% | Added |
| Royal Bank of Canada | 39,576 | $239.0K | 0.00% | −1,593−3.9% | Reduced |
| Baird Financial Group, Inc. | 35,859 | $216.2K | 0.00% | +30+0.1% | Added |
| Accurate Wealth Management, LLC | 33,481 | $204.6K | 0.03% | +17,046+103.7% | Added |
| The PNC Financial Services Group, Inc. | 33,531 | $202.2K | 0.00% | +9,875+41.7% | Added |
| Leverty Financial Group, LLC | 31,267 | $188.5K | 0.05% | 00.0% | Unchanged |
| Bank of America Corp | 29,628 | $178.7K | 0.00% | −3,252−9.9% | Reduced |
| UBS Group AG | 29,528 | $178.1K | 0.00% | −2,985−9.2% | Reduced |
| Stratos Wealth Partners, LTD. | 27,982 | $168.7K | 0.00% | −8,462−23.2% | Reduced |
| Atomi Financial Group, Inc. | 27,980 | $168.7K | 0.00% | +27,980 | New |
| Coco Enterprises, LLC | 27,437 | $165.4K | 0.08% | 00.0% | Unchanged |
| Stifel Financial Corp | 26,555 | $160.1K | 0.00% | −1,150−4.2% | Reduced |
| Private Advisor Group, LLC | 25,233 | $152.2K | 0.00% | +84+0.3% | Added |
| RKL Wealth Management LLC | 25,000 | $150.8K | 0.01% | +25,000 | New |
| D.A. Davidson & Co. | 24,458 | $147.5K | 0.00% | +7,508+44.3% | Added |
| Integrity Alliance, LLC. | 22,632 | $136.5K | 0.00% | +61+0.3% | Added |
| Zinnia Wealth Advisory, LLC | 19,378 | $116.9K | 0.13% | +19,378 | New |
| Eagle Wealth Strategies LLC | 18,138 | $109.4K | 0.05% | 00.0% | Unchanged |
| Cascade Investment Group, Inc. | 17,888 | $107.9K | 0.07% | 00.0% | Unchanged |
| Dynamic Advisor Solutions LLC | 17,751 | $107.0K | 0.00% | +2,429+15.9% | Added |
| Colony Group, LLC | 17,654 | $106.5K | 0.00% | +17,654 | New |
| GWM Advisors LLC | 17,189 | $103.7K | 0.00% | +12,439+261.9% | Added |
| PFG Investments, LLC | 17,155 | $103.4K | 0.00% | +4,743+38.2% | Added |
| Vantage Financial Partners, LLC | 16,771 | $101.1K | 0.02% | −739−4.2% | Reduced |
| Register Financial Advisors LLC | 16,470 | $99.3K | 0.04% | −1,581−8.8% | Reduced |
| Silver Oak Securities, Inc | 16,048 | $97.3K | 0.01% | +16,048 | New |
| Susquehanna International Group, LLP | 15,430 | $93.0K | 0.00% | +15,430 | New |
| Jane Street Group, LLC | 15,413 | $92.9K | 0.00% | +4,383+39.7% | Added |
| Pinnacle Financial Partners, Inc. | 15,076 | $90.9K | 0.00% | +15,076 | New |
| Valley Brook Capital Group | 15,000 | $90.5K | 0.06% | 00.0% | Unchanged |
| Integrity Advisory Solutions, LLC | 14,911 | $89.9K | 0.01% | +1,689+12.8% | Added |
| MML Investors Services, LLC | 14,642 | $88.3K | 0.00% | +70.0% | Added |
| Motco | 14,277 | $86.1K | 0.01% | 00.0% | Unchanged |
| Vestmark Advisory Solutions, Inc. | 13,500 | $81.4K | 0.00% | 00.0% | Unchanged |
| Mount Yale Investment Advisors, LLC | 13,500 | $81.4K | 0.00% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 13,306 | $80.2K | 0.00% | +721+5.7% | Added |
| Ameriprise Financial Inc | 12,982 | $78.3K | 0.00% | +1,465+12.7% | Added |
| Miracle Mile Advisors, LLC | 11,930 | $71.9K | 0.00% | +11,930 | New |
| Mariner, LLC | 11,455 | $69.1K | 0.00% | +1,281+12.6% | Added |
| BCJ Capital Management, LLC | 11,060 | $66.7K | 0.00% | 00.0% | Unchanged |
| Liberty Capital Management, Inc. | 10,000 | $60.3K | 0.01% | 00.0% | Unchanged |
| Moors & Cabot, Inc. | 10,000 | $60.3K | 0.00% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 9,600 | $57.9K | 0.03% | −9,600−50.0% | Reduced |
| Anchor Investment Management, LLC | 5,000 | $30.1K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 4,344 | $26.2K | 0.00% | 00.0% | Unchanged |
| Scarborough Advisors, LLC | 3,966 | $23.9K | 0.00% | +97+2.5% | Added |
| Flagship Harbor Advisors, LLC | 2,689 | $16.2K | 0.00% | +2,689 | New |
| IFP Advisors, Inc | 2,662 | $16.1K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 2,699 | $16.0K | 0.00% | +160+6.3% | Added |
| Fifth Third Bancorp | 2,500 | $15.1K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 2,301 | $13.9K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 1,925 | $11.6K | 0.00% | +4+0.2% | Added |
| Resources Management Corp | 1,601 | $10.0K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 1,476 | $8.90K | 0.00% | +36+2.5% | Added |
| Root Financial Partners, LLC | 1,332 | $8.03K | 0.00% | −27−2.0% | Reduced |
| Allworth Financial LP | 1,202 | $7.25K | 0.00% | 00.0% | Unchanged |
| MTM Investment Management, LLC | 922 | $5.56K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 753 | $4.54K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 730 | $4.40K | 0.00% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 720 | $4.34K | 0.00% | 00.0% | Unchanged |
| Commonwealth Retirement Investments LLC | 618 | $3.72K | 0.00% | +618 | New |
| Wells Fargo & Company | 541 | $3.26K | 0.00% | −1,408−72.2% | Reduced |
| Farther Finance Advisors, LLC | 450 | $2.71K | 0.00% | +450 | New |
| Rockefeller Capital Management L.P. | 395 | $2.38K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 380 | $2.29K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 344 | $2.07K | 0.00% | 00.0% | Unchanged |
| Community Bank, N.A. | 330 | $1.99K | 0.00% | 00.0% | Unchanged |
| Comerica Bank | 258 | $1.56K | 0.00% | +258 | New |
| US Bancorp | 138 | $832 | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 133 | $802 | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 120 | $724 | 0.00% | 00.0% | Unchanged |
| Optima Capital LLC | 90 | $543 | 0.00% | +90 | New |
| Federation des caisses Desjardins du Quebec | 68 | $410 | 0.00% | 00.0% | Unchanged |