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 |
|---|---|---|---|---|---|
| Huntington National Bank | – | $12 | 0.00% | – | – |
| Sound Income Strategies, LLC | 55 | $338 | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 68 | $410 | 0.00% | 00.0% | Unchanged |
| Optima Capital LLC | 90 | $543 | 0.00% | +90 | New |
| SOA Wealth Advisors, LLC. | 120 | $724 | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 133 | $802 | 0.00% | 00.0% | Unchanged |
| US Bancorp | 138 | $832 | 0.00% | 00.0% | Unchanged |
| Comerica Bank | 258 | $1.56K | 0.00% | +258 | New |
| Community Bank, N.A. | 330 | $1.99K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 344 | $2.07K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 380 | $2.29K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 395 | $2.38K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 450 | $2.71K | 0.00% | +450 | New |
| Wells Fargo & Company | 541 | $3.26K | 0.00% | −1,408−72.2% | Reduced |
| Commonwealth Retirement Investments LLC | 618 | $3.72K | 0.00% | +618 | New |
| Boyd Watterson Asset Management LLC | 720 | $4.34K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 730 | $4.40K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 753 | $4.54K | 0.00% | 00.0% | Unchanged |
| MTM Investment Management, LLC | 922 | $5.56K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 1,202 | $7.25K | 0.00% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 1,332 | $8.03K | 0.00% | −27−2.0% | Reduced |
| AdvisorNet Financial, Inc | 1,476 | $8.90K | 0.00% | +36+2.5% | Added |
| Resources Management Corp | 1,601 | $10.0K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 1,925 | $11.6K | 0.00% | +4+0.2% | Added |
| SRS Capital Advisors, Inc. | 2,301 | $13.9K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 2,500 | $15.1K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 2,699 | $16.0K | 0.00% | +160+6.3% | Added |
| IFP Advisors, Inc | 2,662 | $16.1K | 0.00% | 00.0% | Unchanged |
| Flagship Harbor Advisors, LLC | 2,689 | $16.2K | 0.00% | +2,689 | New |
| Scarborough Advisors, LLC | 3,966 | $23.9K | 0.00% | +97+2.5% | Added |
| Farmers & Merchants Investments Inc | 4,344 | $26.2K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 5,000 | $30.1K | 0.00% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 9,600 | $57.9K | 0.03% | −9,600−50.0% | Reduced |
| 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 |
| BCJ Capital Management, LLC | 11,060 | $66.7K | 0.00% | 00.0% | Unchanged |
| Mariner, LLC | 11,455 | $69.1K | 0.00% | +1,281+12.6% | Added |
| Miracle Mile Advisors, LLC | 11,930 | $71.9K | 0.00% | +11,930 | New |
| Ameriprise Financial Inc | 12,982 | $78.3K | 0.00% | +1,465+12.7% | Added |
| HighTower Advisors, LLC | 13,306 | $80.2K | 0.00% | +721+5.7% | Added |
| 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 |
| Motco | 14,277 | $86.1K | 0.01% | 00.0% | Unchanged |
| MML Investors Services, LLC | 14,642 | $88.3K | 0.00% | +70.0% | Added |
| Integrity Advisory Solutions, LLC | 14,911 | $89.9K | 0.01% | +1,689+12.8% | Added |
| Valley Brook Capital Group | 15,000 | $90.5K | 0.06% | 00.0% | Unchanged |
| Pinnacle Financial Partners, Inc. | 15,076 | $90.9K | 0.00% | +15,076 | New |
| Jane Street Group, LLC | 15,413 | $92.9K | 0.00% | +4,383+39.7% | Added |
| Susquehanna International Group, LLP | 15,430 | $93.0K | 0.00% | +15,430 | New |
| Silver Oak Securities, Inc | 16,048 | $97.3K | 0.01% | +16,048 | New |
| Register Financial Advisors LLC | 16,470 | $99.3K | 0.04% | −1,581−8.8% | Reduced |
| Vantage Financial Partners, LLC | 16,771 | $101.1K | 0.02% | −739−4.2% | Reduced |
| PFG Investments, LLC | 17,155 | $103.4K | 0.00% | +4,743+38.2% | Added |
| GWM Advisors LLC | 17,189 | $103.7K | 0.00% | +12,439+261.9% | Added |
| Colony Group, LLC | 17,654 | $106.5K | 0.00% | +17,654 | New |
| Dynamic Advisor Solutions LLC | 17,751 | $107.0K | 0.00% | +2,429+15.9% | Added |
| Cascade Investment Group, Inc. | 17,888 | $107.9K | 0.07% | 00.0% | Unchanged |
| Eagle Wealth Strategies LLC | 18,138 | $109.4K | 0.05% | 00.0% | Unchanged |
| Zinnia Wealth Advisory, LLC | 19,378 | $116.9K | 0.13% | +19,378 | New |
| Integrity Alliance, LLC. | 22,632 | $136.5K | 0.00% | +61+0.3% | Added |
| D.A. Davidson & Co. | 24,458 | $147.5K | 0.00% | +7,508+44.3% | Added |
| RKL Wealth Management LLC | 25,000 | $150.8K | 0.01% | +25,000 | New |
| Private Advisor Group, LLC | 25,233 | $152.2K | 0.00% | +84+0.3% | Added |
| Stifel Financial Corp | 26,555 | $160.1K | 0.00% | −1,150−4.2% | Reduced |
| Coco Enterprises, LLC | 27,437 | $165.4K | 0.08% | 00.0% | Unchanged |
| Atomi Financial Group, Inc. | 27,980 | $168.7K | 0.00% | +27,980 | New |
| Stratos Wealth Partners, LTD. | 27,982 | $168.7K | 0.00% | −8,462−23.2% | Reduced |
| UBS Group AG | 29,528 | $178.1K | 0.00% | −2,985−9.2% | Reduced |
| Bank of America Corp | 29,628 | $178.7K | 0.00% | −3,252−9.9% | Reduced |
| Leverty Financial Group, LLC | 31,267 | $188.5K | 0.05% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 33,531 | $202.2K | 0.00% | +9,875+41.7% | Added |
| Accurate Wealth Management, LLC | 33,481 | $204.6K | 0.03% | +17,046+103.7% | Added |
| Baird Financial Group, Inc. | 35,859 | $216.2K | 0.00% | +30+0.1% | Added |
| Royal Bank of Canada | 39,576 | $239.0K | 0.00% | −1,593−3.9% | Reduced |
| Wealth Quarterback LLC | 40,659 | $245.2K | 0.09% | +361+0.9% | Added |
| Rothschild Investment LLC | 41,294 | $249.0K | 0.01% | 00.0% | Unchanged |
| Captrust Financial Advisors | 45,760 | $275.9K | 0.00% | +34,166+294.7% | Added |
| Pines Wealth Management, LLC | 50,000 | $301.5K | 0.10% | 00.0% | Unchanged |
| Nations Financial Group Inc, | 52,741 | $318.0K | 0.02% | +46+0.1% | Added |
| VisionPoint Advisory Group, LLC | 54,658 | $329.6K | 0.06% | −13,939−20.3% | Reduced |
| Creative Planning | 57,326 | $345.7K | 0.00% | −1,681−2.8% | Reduced |
| Envestnet Asset Management Inc | 57,888 | $349.1K | 0.00% | −5,900−9.2% | Reduced |
| Kovack Advisors, Inc. | 58,582 | $353.2K | 0.02% | +58,582 | New |
| Wealth Enhancement Advisory Services, LLC | 65,989 | $401.9K | 0.00% | +4,619+7.5% | Added |
| Steward Partners Investment Advisory, LLC | 72,030 | $434.3K | 0.00% | −8,550−10.6% | Reduced |
| Wedbush Securities Inc | 74,355 | $448.0K | 0.01% | +27,240+57.8% | Added |
| Kestra Advisory Services, LLC | 76,644 | $462.2K | 0.00% | +6,472+9.2% | Added |
| CoreCap Advisors, LLC | 77,366 | $466.5K | 0.02% | +8,400+12.2% | Added |
| Virtue Capital Management, LLC | 91,666 | $555.5K | 0.09% | +44,044+92.5% | Added |
| International Assets Investment Management, LLC | 94,631 | $570.6K | 0.04% | 00.0% | Unchanged |
| J.W. Cole Advisors, Inc. | 101,690 | $603.1K | 0.01% | +595+0.6% | Added |
| Balboa Wealth Partners | 104,579 | $630.6K | 0.10% | −4,304−4.0% | Reduced |
| Raymond James Financial Inc | 128,308 | $773.7K | 0.00% | +5,565+4.5% | Added |
| Janney Montgomery Scott LLC | 135,986 | $820.0K | 0.00% | −767−0.6% | Reduced |
| Cetera Investment Advisers | 152,030 | $916.7K | 0.00% | +34,056+28.9% | Added |
| Plus Group Wealth Advisors LLC | 178,016 | $1.07M | 1.19% | +178,016 | New |
| Gamco Investors, Inc. Et Al | 331,023 | $2.00M | 0.02% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 410,070 | $2.47M | 0.01% | +51,553+14.4% | Added |
| Advisor Group Holdings, Inc. | 411,891 | $2.48M | 0.00% | +95,363+30.1% | Added |
| Morgan Stanley | 942,529 | $5.68M | 0.00% | +149,632+18.9% | Added |