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 |
|---|---|---|---|---|---|
| Wells Fargo & Company | 1 | $6 | 0.00% | −540−99.8% | Reduced |
| Huntington National Bank | – | $12 | 0.00% | – | – |
| Sound Income Strategies, LLC | 55 | $329 | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 68 | $411 | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 120 | $726 | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 133 | $805 | 0.00% | 00.0% | Unchanged |
| Community Bank, N.A. | 330 | $2.00K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 344 | $2.08K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 380 | $2.30K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 395 | $2.39K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 450 | $2.70K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 730 | $4.42K | 0.00% | 00.0% | Unchanged |
| MTM Investment Management, LLC | 922 | $5.58K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 1,202 | $7.27K | 0.00% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 1,332 | $8.06K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 1,437 | $8.69K | 0.00% | +684+90.8% | Added |
| AdvisorNet Financial, Inc | 1,513 | $9.15K | 0.00% | +37+2.5% | Added |
| Resources Management Corp | 1,601 | $10.0K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 1,929 | $11.7K | 0.00% | +4+0.2% | Added |
| CWM, LLC | 2,539 | $15.4K | 0.00% | −160−5.9% | Reduced |
| Anchor Investment Management, LLC | 2,611 | $15.8K | 0.00% | −2,389−47.8% | Reduced |
| IFP Advisors, Inc | 2,662 | $16.1K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 2,758 | $16.7K | 0.00% | +258+10.3% | Added |
| Scarborough Advisors, LLC | 4,065 | $24.6K | 0.00% | +99+2.5% | Added |
| Farmers & Merchants Investments Inc | 4,344 | $26.3K | 0.00% | 00.0% | Unchanged |
| IFG Advisory, LLC | 5,143 | $31.1K | 0.09% | +5,143 | New |
| Ameriflex Group, Inc. | 9,600 | $58.1K | 0.03% | 00.0% | Unchanged |
| Moors & Cabot, Inc. | 10,000 | $60.5K | 0.00% | 00.0% | Unchanged |
| BCJ Capital Management, LLC | 11,060 | $66.9K | 0.00% | 00.0% | Unchanged |
| Herold Advisors, Inc. | 11,212 | $67.8K | 0.01% | +11,212 | New |
| HighTower Advisors, LLC | 11,350 | $68.7K | 0.00% | −1,956−14.7% | Reduced |
| Mercer Global Advisors Inc | 11,559 | $69.9K | 0.00% | +11,559 | 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 |
| XTX Topco Ltd | 13,630 | $82.5K | 0.00% | +13,630 | New |
| Motco | 14,277 | $86.4K | 0.01% | 00.0% | Unchanged |
| MML Investors Services, LLC | 14,365 | $86.9K | 0.00% | −277−1.9% | Reduced |
| Zinnia Wealth Advisory, LLC | 15,017 | $90.8K | 0.10% | −4,361−22.5% | Reduced |
| Pinnacle Financial Partners, Inc. | 15,076 | $91.2K | 0.00% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 15,320 | $92.7K | 0.00% | −9,913−39.3% | Reduced |
| Register Financial Advisors LLC | 16,885 | $102.2K | 0.04% | +415+2.5% | Added |
| PFG Investments, LLC | 17,169 | $103.9K | 0.00% | +14+0.1% | Added |
| GWM Advisors LLC | 17,667 | $106.9K | 0.00% | +478+2.8% | Added |
| Cascade Investment Group, Inc. | 17,762 | $107.5K | 0.07% | −126−0.7% | Reduced |
| Eagle Wealth Strategies LLC | 18,138 | $109.7K | 0.05% | 00.0% | Unchanged |
| Dynamic Advisor Solutions LLC | 19,382 | $117.3K | 0.00% | +1,631+9.2% | Added |
| Plancorp, LLC | 19,652 | $119.9K | 0.00% | +19,652 | New |
| Silver Oak Securities, Inc | 20,546 | $124.3K | 0.01% | +4,498+28.0% | Added |
| Valley Brook Capital Group | 21,000 | $127.0K | 0.09% | +6,000+40.0% | Added |
| Mariner, LLC | 21,674 | $131.1K | 0.00% | +10,219+89.2% | Added |
| Integrity Alliance, LLC. | 22,906 | $138.6K | 0.01% | +274+1.2% | Added |
| The PNC Financial Services Group, Inc. | 23,656 | $143.1K | 0.00% | −9,875−29.5% | Reduced |
| Steward Partners Investment Advisory, LLC | 24,000 | $145.2K | 0.00% | −48,030−66.7% | Reduced |
| Coco Enterprises, LLC | 24,977 | $149.9K | 0.08% | −2,460−9.0% | Reduced |
| RKL Wealth Management LLC | 25,000 | $151.3K | 0.01% | 00.0% | Unchanged |
| D.A. Davidson & Co. | 25,111 | $151.9K | 0.00% | +653+2.7% | Added |
| Stifel Financial Corp | 25,572 | $154.7K | 0.00% | −983−3.7% | Reduced |
| Bank of America Corp | 26,627 | $161.1K | 0.00% | −3,001−10.1% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 27,782 | $165.9K | 0.00% | −38,207−57.9% | Reduced |
| UBS Group AG | 27,945 | $169.1K | 0.00% | −1,583−5.4% | Reduced |
| Colony Group, LLC | 28,303 | $171.2K | 0.00% | +10,649+60.3% | Added |
| Leverty Financial Group, LLC | 31,267 | $189.2K | 0.04% | 00.0% | Unchanged |
| Atomi Financial Group, Inc. | 31,298 | $189.4K | 0.01% | +3,318+11.9% | Added |
| Armis Advisers, LLC | 31,521 | $198.9K | 0.02% | +31,521 | New |
| Core Wealth Advisors, Inc. | 34,623 | $209.5K | 0.05% | +34,623 | New |
| Accurate Wealth Management, LLC | 35,098 | $214.1K | 0.03% | +1,617+4.8% | Added |
| Baird Financial Group, Inc. | 37,559 | $227.2K | 0.00% | +1,700+4.7% | Added |
| Stratos Wealth Partners, LTD. | 42,687 | $258.3K | 0.00% | +14,705+52.6% | Added |
| Rothschild Investment LLC | 46,294 | $280.1K | 0.01% | +5,000+12.1% | Added |
| Wealth Quarterback LLC | 47,101 | $285.0K | 0.11% | +6,442+15.8% | Added |
| Pines Wealth Management, LLC | 50,000 | $302.5K | 0.10% | 00.0% | Unchanged |
| Kovack Advisors, Inc. | 52,049 | $314.7K | 0.02% | −6,533−11.2% | Reduced |
| Nations Financial Group Inc, | 52,741 | $319.1K | 0.02% | 00.0% | Unchanged |
| VisionPoint Advisory Group, LLC | 55,844 | $337.9K | 0.06% | +1,186+2.2% | Added |
| Virtue Capital Management, LLC | 57,365 | $340.2K | 0.05% | −34,301−37.4% | Reduced |
| Creative Planning | 56,830 | $343.8K | 0.00% | −496−0.9% | Reduced |
| Kestra Advisory Services, LLC | 70,007 | $423.5K | 0.00% | −6,637−8.7% | Reduced |
| Envestnet Asset Management Inc | 77,394 | $468.2K | 0.00% | +19,506+33.7% | Added |
| Royal Bank of Canada | 80,083 | $485.0K | 0.00% | +40,507+102.4% | Added |
| International Assets Investment Management, LLC | 89,631 | $536.9K | 0.04% | −5,000−5.3% | Reduced |
| Wedbush Securities Inc | 94,087 | $569.0K | 0.02% | +19,732+26.5% | Added |
| CoreCap Advisors, LLC | 99,791 | $603.7K | 0.02% | +22,425+29.0% | Added |
| Balboa Wealth Partners | 113,258 | $685.2K | 0.11% | +8,679+8.3% | Added |
| Raymond James Financial Inc | 130,004 | $786.5K | 0.00% | +1,696+1.3% | Added |
| Janney Montgomery Scott LLC | 138,486 | $838.0K | 0.00% | +2,500+1.8% | Added |
| Arlington Capital Management, Inc. | 147,065 | $889.7K | 0.50% | +147,065 | New |
| Cetera Investment Advisers | 176,621 | $1.07M | 0.00% | +24,591+16.2% | Added |
| Plus Group Wealth Advisors LLC | 179,271 | $1.08M | 1.19% | +1,255+0.7% | Added |
| Gamco Investors, Inc. Et Al | 331,023 | $2.00M | 0.02% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 479,661 | $2.90M | 0.00% | +67,770+16.5% | Added |
| Cambridge Investment Research Advisors, Inc. | 596,499 | $3.61M | 0.01% | +186,429+45.5% | Added |
| Morgan Stanley | 927,814 | $5.61M | 0.00% | −14,715−1.6% | Reduced |
| LPL Financial LLC | 949,990 | $5.75M | 0.00% | +6,770+0.7% | Added |
| Commonwealth Equity Services, LLC | 1,278,764 | $7.74M | 0.01% | −21,608−1.7% | 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 |