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, Q2 2026
Institutional positions in Gabelli Utility Trust as of Jun 30, 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
- 100
- +7 vs. Q1 2026
- Shares held
- 8.25M
- +946.8K (+13.0%) vs. Q1 2026
- Total value
- $54.3M
- +$10.1M (+22.9%) vs. Q1 2026
- New holders
- 16
- 36 more added
- Sold out
- 9
- 17 more reduced
1 institution that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: 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, Q2 2026
Shares, value and share of portfolio for each institution holding Gabelli Utility Trust; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Huntington National Bank | – | $13 | 0.00% | – | – |
| Federation des caisses Desjardins du Quebec | 68 | $448 | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 120 | $791 | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 405 | $2.67K | 0.00% | +10+2.5% | Added |
| Harbour Investments, Inc. | 447 | $2.95K | 0.00% | +103+29.9% | Added |
| Farther Finance Advisors, LLC | 450 | $2.97K | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 543 | $3.58K | 0.00% | +542+54,200.0% | Added |
| Jones Financial Companies LLLP | 597 | $3.85K | 0.00% | +597 | New |
| Assetmark, Inc | 730 | $4.81K | 0.00% | 00.0% | Unchanged |
| MTM Investment Management, LLC | 922 | $6.08K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 1,084 | $7.14K | 0.00% | −353−24.6% | Reduced |
| Allworth Financial LP | 1,202 | $7.92K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 1,549 | $10.2K | 0.00% | +36+2.4% | Added |
| NBC Securities, Inc. | 1,933 | $12.7K | 0.00% | +4+0.2% | Added |
| Highland Investment Advisors LLC | 2,017 | $13.3K | 0.01% | +2,017 | New |
| SRS Capital Advisors, Inc. | 2,301 | $15.2K | 0.00% | +2,301 | New |
| Anchor Investment Management, LLC | 2,611 | $17.2K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 2,662 | $17.5K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 4,344 | $28.6K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 4,758 | $31.4K | 0.00% | +2,000+72.5% | Added |
| Custom Index Systems, LLC | 4,948 | $32.6K | 0.01% | +4,948 | New |
| IFG Advisory, LLC | 5,143 | $33.9K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 5,640 | $37.2K | 0.00% | +5,640 | New |
| GWM Advisors LLC | 6,350 | $41.8K | 0.00% | −11,317−64.1% | Reduced |
| Ameriflex Group, Inc. | 9,600 | $63.3K | 0.03% | 00.0% | Unchanged |
| Moors & Cabot, Inc. | 10,000 | $65.9K | 0.00% | 00.0% | Unchanged |
| Liberty Capital Management, Inc. | 10,000 | $65.9K | 0.01% | +10,000 | New |
| Ellis Investment Partners, LLC | 10,384 | $68.4K | 0.01% | +10,384 | New |
| BCJ Capital Management, LLC | 11,060 | $72.9K | 0.00% | 00.0% | Unchanged |
| Turner Financial Group, Inc. | 11,222 | $74.0K | 0.07% | +11,222 | New |
| HighTower Advisors, LLC | 11,350 | $74.8K | 0.00% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 11,399 | $75.1K | 0.00% | +11,399 | New |
| Herold Advisors, Inc. | 11,212 | $76.0K | 0.02% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 11,668 | $76.9K | 0.00% | +109+0.9% | Added |
| XTX Topco Ltd | 12,913 | $85.1K | 0.00% | −717−5.3% | Reduced |
| Vestmark Advisory Solutions, Inc. | 13,500 | $89.0K | 0.00% | 00.0% | Unchanged |
| Mount Yale Investment Advisors, LLC | 13,500 | $89.0K | 0.00% | 00.0% | Unchanged |
| Jane Street Group, LLC | 13,767 | $90.7K | 0.00% | +13,767 | New |
| Motco | 14,277 | $94.1K | 0.01% | 00.0% | Unchanged |
| MML Investors Services, LLC | 14,657 | $96.6K | 0.00% | +292+2.0% | Added |
| Pinnacle Financial Partners, Inc. | 15,076 | $99.4K | 0.00% | 00.0% | Unchanged |
| Zinnia Wealth Advisory, LLC | 15,082 | $99.4K | 0.10% | +65+0.4% | Added |
| PFG Investments, LLC | 17,182 | $113.2K | 0.00% | +13+0.1% | Added |
| Register Financial Advisors LLC | 17,293 | $114.0K | 0.03% | +408+2.4% | Added |
| Colony Group, LLC | 17,654 | $116.3K | 0.00% | −10,649−37.6% | Reduced |
| Cascade Investment Group, Inc. | 17,762 | $117.1K | 0.07% | 00.0% | Unchanged |
| HRT Financial LP | 18,051 | $118.0K | 0.00% | +18,051 | New |
| Eagle Wealth Strategies LLC | 18,138 | $119.5K | 0.05% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 20,016 | $131.9K | 0.00% | −3,984−16.6% | Reduced |
| Plancorp, LLC | 19,652 | $137.4K | 0.00% | 00.0% | Unchanged |
| Dynamic Advisor Solutions LLC | 21,111 | $139.1K | 0.00% | +1,729+8.9% | Added |
| Integrity Alliance, LLC. | 22,454 | $148.0K | 0.00% | −452−2.0% | Reduced |
| Valley Brook Capital Group | 23,500 | $154.9K | 0.09% | +2,500+11.9% | Added |
| The PNC Financial Services Group, Inc. | 23,656 | $155.9K | 0.00% | 00.0% | Unchanged |
| Nuveen, LLC | 24,566 | $161.9K | 0.00% | +24,566 | New |
| UBS Group AG | 24,945 | $164.4K | 0.00% | −3,000−10.7% | Reduced |
| Coco Enterprises, LLC | 24,977 | $164.5K | 0.08% | 00.0% | Unchanged |
| RKL Wealth Management LLC | 25,000 | $164.8K | 0.01% | 00.0% | Unchanged |
| D.A. Davidson & Co. | 25,118 | $165.5K | 0.00% | +70.0% | Added |
| Bank of America Corp | 25,583 | $168.6K | 0.00% | −1,044−3.9% | Reduced |
| Sequoia Financial Advisors, LLC | 26,868 | $177.1K | 0.00% | +26,868 | New |
| Stifel Financial Corp | 27,419 | $180.7K | 0.00% | +1,847+7.2% | Added |
| Kingsview Wealth Management, LLC | 30,084 | $198.3K | 0.00% | +30,084 | New |
| Atomi Financial Group, Inc. | 30,695 | $202.3K | 0.01% | −603−1.9% | Reduced |
| Leverty Financial Group, LLC | 31,267 | $206.1K | 0.04% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 36,850 | $242.8K | 0.00% | +21,530+140.5% | Added |
| Wealth Enhancement Advisory Services, LLC | 37,600 | $257.6K | 0.00% | +9,818+35.3% | Added |
| Wealth Quarterback LLC | 40,983 | $270.1K | 0.08% | −6,118−13.0% | Reduced |
| Accurate Wealth Management, LLC | 41,239 | $282.5K | 0.03% | +6,141+17.5% | Added |
| Stratos Wealth Partners, LTD. | 46,112 | $303.9K | 0.00% | +3,425+8.0% | Added |
| Rothschild Investment LLC | 46,294 | $305.1K | 0.01% | 00.0% | Unchanged |
| Armis Advisers, LLC | 46,771 | $313.8K | 0.03% | +15,250+48.4% | Added |
| Royal Bank of Canada | 47,576 | $314.0K | 0.00% | −32,507−40.6% | Reduced |
| Ignite Planners, LLC | 65,818 | $318.6K | 0.04% | +65,818 | New |
| Pines Wealth Management, LLC | 50,000 | $329.5K | 0.09% | 00.0% | Unchanged |
| Mariner, LLC | 51,575 | $339.9K | 0.00% | +29,901+138.0% | Added |
| Nations Financial Group Inc, | 54,701 | $360.5K | 0.02% | +1,960+3.7% | Added |
| Creative Planning | 56,917 | $375.1K | 0.00% | +87+0.2% | Added |
| VisionPoint Advisory Group, LLC | 57,016 | $375.7K | 0.06% | +1,172+2.1% | Added |
| Virtue Capital Management, LLC | 57,365 | $378.0K | 0.05% | 00.0% | Unchanged |
| Core Wealth Advisors, Inc. | 58,163 | $383.3K | 0.08% | +23,540+68.0% | Added |
| Kovack Advisors, Inc. | 64,031 | $421.8K | 0.02% | +11,982+23.0% | Added |
| Kestra Advisory Services, LLC | 73,314 | $483.1K | 0.00% | +3,307+4.7% | Added |
| International Assets Investment Management, LLC | 86,031 | $563.5K | 0.03% | −3,600−4.0% | Reduced |
| Wedbush Securities Inc | 97,586 | $643.0K | 0.02% | +3,499+3.7% | Added |
| Envestnet Asset Management Inc | 100,389 | $661.6K | 0.00% | +22,995+29.7% | Added |
| J.W. Cole Advisors, Inc. | 100,922 | $665.1K | 0.01% | +100,922 | New |
| Balboa Wealth Partners | 110,443 | $727.8K | 0.10% | −2,815−2.5% | Reduced |
| Raymond James Financial Inc | 125,172 | $824.9K | 0.00% | −4,832−3.7% | Reduced |
| Janney Montgomery Scott LLC | 141,870 | $935.0K | 0.00% | +3,384+2.4% | Added |
| CoreCap Advisors, LLC | 163,484 | $1.08M | 0.03% | +63,693+63.8% | Added |
| Plus Group Wealth Advisors LLC | 187,849 | $1.24M | 1.16% | +8,578+4.8% | Added |
| Cetera Investment Advisers | 188,270 | $1.24M | 0.00% | +11,649+6.6% | Added |
| Baird Financial Group, Inc. | 225,794 | $1.49M | 0.00% | +188,235+501.2% | Added |
| Gamco Investors, Inc. Et Al | 331,023 | $2.18M | 0.02% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 472,647 | $3.11M | 0.00% | −7,014−1.5% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 599,876 | $3.95M | 0.01% | +3,377+0.6% | Added |
| LPL Financial LLC | 947,879 | $6.25M | 0.00% | −2,111−0.2% | Reduced |
| Commonwealth Equity Services, LLC | 1,259,813 | $8.30M | 0.01% | −18,951−1.5% | Reduced |
| Morgan Stanley | 1,378,379 | $9.08M | 0.00% | +450,565+48.6% | Added |