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, Q1 2026
Institutional positions in Gabelli Utility Trust as of Mar 31, 2026. 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
- 94
- −5 vs. Q4 2025
- Shares held
- 7.31M
- +308.3K (+4.4%) vs. Q4 2025
- Total value
- $44.2M
- +$2.00M (+4.7%) vs. Q4 2025
- New holders
- 8
- 34 more added
- Sold out
- 13
- 22 more reduced
3 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2026
Shares, value and share of portfolio for each institution holding Gabelli Utility Trust; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Commonwealth Equity Services, LLC | 1,278,764 | $7.74M | 0.01% | −21,608−1.7% | Reduced |
| LPL Financial LLC | 949,990 | $5.75M | 0.00% | +6,770+0.7% | Added |
| Morgan Stanley | 927,814 | $5.61M | 0.00% | −14,715−1.6% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 596,499 | $3.61M | 0.01% | +186,429+45.5% | Added |
| Advisor Group Holdings, Inc. | 479,661 | $2.90M | 0.00% | +67,770+16.5% | Added |
| Gamco Investors, Inc. Et Al | 331,023 | $2.00M | 0.02% | 00.0% | Unchanged |
| Plus Group Wealth Advisors LLC | 179,271 | $1.08M | 1.19% | +1,255+0.7% | Added |
| Cetera Investment Advisers | 176,621 | $1.07M | 0.00% | +24,591+16.2% | Added |
| Arlington Capital Management, Inc. | 147,065 | $889.7K | 0.50% | +147,065 | New |
| Janney Montgomery Scott LLC | 138,486 | $838.0K | 0.00% | +2,500+1.8% | Added |
| Raymond James Financial Inc | 130,004 | $786.5K | 0.00% | +1,696+1.3% | Added |
| Balboa Wealth Partners | 113,258 | $685.2K | 0.11% | +8,679+8.3% | Added |
| CoreCap Advisors, LLC | 99,791 | $603.7K | 0.02% | +22,425+29.0% | Added |
| Wedbush Securities Inc | 94,087 | $569.0K | 0.02% | +19,732+26.5% | Added |
| International Assets Investment Management, LLC | 89,631 | $536.9K | 0.04% | −5,000−5.3% | Reduced |
| Royal Bank of Canada | 80,083 | $485.0K | 0.00% | +40,507+102.4% | Added |
| Envestnet Asset Management Inc | 77,394 | $468.2K | 0.00% | +19,506+33.7% | Added |
| Kestra Advisory Services, LLC | 70,007 | $423.5K | 0.00% | −6,637−8.7% | Reduced |
| Creative Planning | 56,830 | $343.8K | 0.00% | −496−0.9% | Reduced |
| Virtue Capital Management, LLC | 57,365 | $340.2K | 0.05% | −34,301−37.4% | Reduced |
| VisionPoint Advisory Group, LLC | 55,844 | $337.9K | 0.06% | +1,186+2.2% | Added |
| Nations Financial Group Inc, | 52,741 | $319.1K | 0.02% | 00.0% | Unchanged |
| Kovack Advisors, Inc. | 52,049 | $314.7K | 0.02% | −6,533−11.2% | Reduced |
| Pines Wealth Management, LLC | 50,000 | $302.5K | 0.10% | 00.0% | Unchanged |
| Wealth Quarterback LLC | 47,101 | $285.0K | 0.11% | +6,442+15.8% | Added |
| Rothschild Investment LLC | 46,294 | $280.1K | 0.01% | +5,000+12.1% | Added |
| Stratos Wealth Partners, LTD. | 42,687 | $258.3K | 0.00% | +14,705+52.6% | Added |
| Baird Financial Group, Inc. | 37,559 | $227.2K | 0.00% | +1,700+4.7% | Added |
| Accurate Wealth Management, LLC | 35,098 | $214.1K | 0.03% | +1,617+4.8% | Added |
| Core Wealth Advisors, Inc. | 34,623 | $209.5K | 0.05% | +34,623 | New |
| Armis Advisers, LLC | 31,521 | $198.9K | 0.02% | +31,521 | New |
| Atomi Financial Group, Inc. | 31,298 | $189.4K | 0.01% | +3,318+11.9% | Added |
| Leverty Financial Group, LLC | 31,267 | $189.2K | 0.04% | 00.0% | Unchanged |
| Colony Group, LLC | 28,303 | $171.2K | 0.00% | +10,649+60.3% | Added |
| UBS Group AG | 27,945 | $169.1K | 0.00% | −1,583−5.4% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 27,782 | $165.9K | 0.00% | −38,207−57.9% | Reduced |
| Bank of America Corp | 26,627 | $161.1K | 0.00% | −3,001−10.1% | Reduced |
| Stifel Financial Corp | 25,572 | $154.7K | 0.00% | −983−3.7% | Reduced |
| D.A. Davidson & Co. | 25,111 | $151.9K | 0.00% | +653+2.7% | Added |
| RKL Wealth Management LLC | 25,000 | $151.3K | 0.01% | 00.0% | Unchanged |
| Coco Enterprises, LLC | 24,977 | $149.9K | 0.08% | −2,460−9.0% | Reduced |
| Steward Partners Investment Advisory, LLC | 24,000 | $145.2K | 0.00% | −48,030−66.7% | Reduced |
| The PNC Financial Services Group, Inc. | 23,656 | $143.1K | 0.00% | −9,875−29.5% | Reduced |
| Integrity Alliance, LLC. | 22,906 | $138.6K | 0.01% | +274+1.2% | Added |
| Mariner, LLC | 21,674 | $131.1K | 0.00% | +10,219+89.2% | Added |
| Valley Brook Capital Group | 21,000 | $127.0K | 0.09% | +6,000+40.0% | Added |
| Silver Oak Securities, Inc | 20,546 | $124.3K | 0.01% | +4,498+28.0% | Added |
| Plancorp, LLC | 19,652 | $119.9K | 0.00% | +19,652 | New |
| Dynamic Advisor Solutions LLC | 19,382 | $117.3K | 0.00% | +1,631+9.2% | Added |
| Eagle Wealth Strategies LLC | 18,138 | $109.7K | 0.05% | 00.0% | Unchanged |
| Cascade Investment Group, Inc. | 17,762 | $107.5K | 0.07% | −126−0.7% | Reduced |
| GWM Advisors LLC | 17,667 | $106.9K | 0.00% | +478+2.8% | Added |
| PFG Investments, LLC | 17,169 | $103.9K | 0.00% | +14+0.1% | Added |
| Register Financial Advisors LLC | 16,885 | $102.2K | 0.04% | +415+2.5% | Added |
| Private Advisor Group, LLC | 15,320 | $92.7K | 0.00% | −9,913−39.3% | Reduced |
| Pinnacle Financial Partners, Inc. | 15,076 | $91.2K | 0.00% | 00.0% | Unchanged |
| Zinnia Wealth Advisory, LLC | 15,017 | $90.8K | 0.10% | −4,361−22.5% | Reduced |
| MML Investors Services, LLC | 14,365 | $86.9K | 0.00% | −277−1.9% | Reduced |
| Motco | 14,277 | $86.4K | 0.01% | 00.0% | Unchanged |
| XTX Topco Ltd | 13,630 | $82.5K | 0.00% | +13,630 | New |
| Vestmark Advisory Solutions, Inc. | 13,500 | $81.7K | 0.00% | 00.0% | Unchanged |
| Mount Yale Investment Advisors, LLC | 13,500 | $81.7K | 0.00% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 11,559 | $69.9K | 0.00% | +11,559 | New |
| HighTower Advisors, LLC | 11,350 | $68.7K | 0.00% | −1,956−14.7% | Reduced |
| Herold Advisors, Inc. | 11,212 | $67.8K | 0.01% | +11,212 | New |
| BCJ Capital Management, LLC | 11,060 | $66.9K | 0.00% | 00.0% | Unchanged |
| Moors & Cabot, Inc. | 10,000 | $60.5K | 0.00% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 9,600 | $58.1K | 0.03% | 00.0% | Unchanged |
| IFG Advisory, LLC | 5,143 | $31.1K | 0.09% | +5,143 | New |
| Farmers & Merchants Investments Inc | 4,344 | $26.3K | 0.00% | 00.0% | Unchanged |
| Scarborough Advisors, LLC | 4,065 | $24.6K | 0.00% | +99+2.5% | Added |
| Fifth Third Bancorp | 2,758 | $16.7K | 0.00% | +258+10.3% | Added |
| IFP Advisors, Inc | 2,662 | $16.1K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 2,611 | $15.8K | 0.00% | −2,389−47.8% | Reduced |
| CWM, LLC | 2,539 | $15.4K | 0.00% | −160−5.9% | Reduced |
| NBC Securities, Inc. | 1,929 | $11.7K | 0.00% | +4+0.2% | Added |
| Resources Management Corp | 1,601 | $10.0K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 1,513 | $9.15K | 0.00% | +37+2.5% | Added |
| Northwestern Mutual Wealth Management Co | 1,437 | $8.69K | 0.00% | +684+90.8% | Added |
| Root Financial Partners, LLC | 1,332 | $8.06K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 1,202 | $7.27K | 0.00% | 00.0% | Unchanged |
| MTM Investment Management, LLC | 922 | $5.58K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 730 | $4.42K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 450 | $2.70K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 395 | $2.39K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 380 | $2.30K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 344 | $2.08K | 0.00% | 00.0% | Unchanged |
| Community Bank, N.A. | 330 | $2.00K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 133 | $805 | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 120 | $726 | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 68 | $411 | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 55 | $329 | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | – | $12 | 0.00% | – | – |
| Wells Fargo & Company | 1 | $6 | 0.00% | −540−99.8% | Reduced |
| J.W. Cole Advisors, Inc. | 0 | $0 | 0.00% | −101,690−100.0% | Sold out |
| Captrust Financial Advisors | 0 | $0 | 0.00% | −45,760−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −15,430−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −15,413−100.0% | Sold out |
| Integrity Advisory Solutions, LLC | 0 | $0 | 0.00% | −14,911−100.0% | Sold out |
| Ameriprise Financial Inc | 0 | $0 | 0.00% | −12,982−100.0% | Sold out |