Reaves Utility Income Fund
UTG- Exchange
- NYSE
- SEC CIK
- 0001263994
No open-market purchases or sales by Reaves Utility Income Fund insiders were filed in the last 90 days; 267 institutions reported holding it in 13F filings for Q2 2026, worth $557.6M in total; no superinvestor holds it.
13F holders, Q1 2025
Institutional positions in Reaves Utility Income Fund as of Mar 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
- 200
- +3 vs. Q4 2024
- Shares held
- 11.1M
- +801.7K (+7.8%) vs. Q4 2024
- Total value
- $359.9M
- +$34.7M (+10.7%) vs. Q4 2024
- New holders
- 25
- 83 more added
- Sold out
- 22
- 40 more reduced
5 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2024: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting UTG 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 | 267 | $557.6M |
| Q1 2026 | 241 | $497.4M |
| Q4 2025 | 240 | $444.2M |
| Q3 2025 | 239 | $496.6M |
| Q2 2025 | 220 | $437.5M |
| Q1 2025 | 200 | $359.9M |
| Q4 2024 | 202 | $325.4M |
| Q3 2024 | 199 | $313.1M |
| Q2 2024 | 170 | $232.9M |
| Q1 2024 | 167 | $215.4M |
| Q4 2023 | 160 | $201.2M |
| Q3 2023 | 146 | $167.7M |
| Q2 2023 | 150 | $184.5M |
| Q1 2023 | 163 | $193.2M |
| Q4 2022 | 156 | $195.0M |
| Q3 2022 | 146 | $189.3M |
| Q2 2022 | 152 | $210.9M |
| Q1 2022 | 159 | $227.2M |
| Q4 2021 | 160 | $225.8M |
| Q3 2021 | 151 | $201.8M |
| Q2 2021 | 137 | $199.3M |
| Q1 2021 | 128 | $180.6M |
Institutions, Q1 2025
Shares, value and share of portfolio for each institution holding Reaves Utility Income Fund; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 960,439 | $31.3M | 0.00% | +83,357+9.5% | Added |
| Bank of America Corp | 933,787 | $30.4M | 0.00% | +106,907+12.9% | Added |
| Wells Fargo & Company | 624,632 | $20.3M | 0.00% | +26,230+4.4% | Added |
| LPL Financial LLC | 599,201 | $19.5M | 0.01% | +14,086+2.4% | Added |
| Royal Bank of Canada | 501,145 | $16.3M | 0.00% | +10,190+2.1% | Added |
| Commonwealth Equity Services, LLC | 489,575 | $15.9M | 0.02% | +43,381+9.7% | Added |
| Ameriprise Financial Inc | 490,283 | $15.9M | 0.00% | +38,973+8.6% | Added |
| Cornerstone Advisors, LLC | 406,546 | $13.2M | 0.57% | +406,546 | New |
| Captrust Financial Advisors | 367,195 | $11.9M | 0.03% | +9,825+2.7% | Added |
| Oak Family Advisors, LLC | 267,887 | $8.72M | 3.62% | +16,115+6.4% | Added |
| Raymond James Financial Inc | 243,880 | $7.94M | 0.00% | −30,752−11.2% | Reduced |
| Advisor Group Holdings, Inc. | 233,919 | $7.61M | 0.02% | −157,221−40.2% | Reduced |
| Stifel Financial Corp | 223,723 | $7.28M | 0.01% | +20,544+10.1% | Added |
| Guggenheim Capital LLC | 220,372 | $7.17M | 0.07% | +6,792+3.2% | Added |
| Magnus Financial Group LLC | 187,075 | $6.09M | 0.59% | +13,179+7.6% | Added |
| Sterling Investment Advisors, Ltd. | 185,181 | $6.03M | 1.45% | +6,443+3.6% | Added |
| UBS Group AG | 175,545 | $5.71M | 0.00% | +17,969+11.4% | Added |
| Consolidated Portfolio Review Corp | 152,188 | $4.95M | 0.79% | +54,106+55.2% | Added |
| Lido Advisors, LLC | 149,372 | $4.86M | 0.03% | +10,309+7.4% | Added |
| Cetera Investment Advisers | 149,311 | $4.86M | 0.01% | +4,980+3.5% | Added |
| JBR Co Financial Management Inc | 136,114 | $4.43M | 2.59% | +12,944+10.5% | Added |
| Private Advisor Group, LLC | 131,492 | $4.28M | 0.03% | −10,824−7.6% | Reduced |
| Mariner, LLC | 125,855 | $4.10M | 0.01% | −982−0.8% | Reduced |
| Tradition Wealth Management, LLC | 96,900 | $3.15M | 0.28% | +2,197+2.3% | Added |
| Cambridge Investment Research Advisors, Inc. | 88,298 | $2.87M | 0.01% | +3,498+4.1% | Added |
| Reaves W H & Co Inc | 87,192 | $2.84M | 0.07% | +1,461+1.7% | Added |
| Independent Financial Group, LLC | 84,040 | $2.73M | 0.09% | +20,350+32.0% | Added |
| Smith Asset Management Co., LLC | 80,660 | $2.62M | 2.47% | −227−0.3% | Reduced |
| GWM Advisors LLC | 78,554 | $2.56M | 0.02% | +20,087+34.4% | Added |
| J.W. Cole Advisors, Inc. | 77,853 | $2.53M | 0.08% | −254,726−76.6% | Reduced |
| LongView Wealth Management | 69,612 | $2.27M | 0.68% | −664−0.9% | Reduced |
| Wealth Effects LLC | 69,600 | $2.26M | 0.95% | +132+0.2% | Added |
| Janney Montgomery Scott LLC | 68,385 | $2.23M | 0.01% | +8,019+13.3% | Added |
| Good Life Advisors, LLC | 66,586 | $2.17M | 0.15% | −1,340−2.0% | Reduced |
| Change Path, LLC | 63,053 | $2.05M | 0.06% | −1,780−2.7% | Reduced |
| Atria Wealth Solutions, Inc. | 63,000 | $2.05M | 0.02% | +9,070+16.8% | Added |
| Wealthspire Advisors, LLC | 59,538 | $1.94M | 0.01% | +59,538 | New |
| Pensionmark Financial Group, LLC | 58,792 | $1.91M | 0.05% | +47,615+426.0% | Added |
| Sowell Financial Services LLC | 57,951 | $1.89M | 0.09% | +686+1.2% | Added |
| NBC Securities, Inc. | 55,609 | $1.81M | 0.15% | +55,555+102,879.6% | Added |
| Centaurus Financial, Inc. | 55,514 | $1.81M | 0.11% | +2,971+5.7% | Added |
| Northwestern Mutual Wealth Management Co | 54,120 | $1.76M | 0.00% | +2,140+4.1% | Added |
| Oppenheimer & Co Inc | 50,109 | $1.63M | 0.02% | −1,097−2.1% | Reduced |
| XML Financial, LLC | 47,920 | $1.56M | 0.15% | +5,419+12.8% | Added |
| Wealth Enhancement Advisory Services, LLC | 46,974 | $1.53M | 0.00% | +25,657+120.4% | Added |
| First Trust Advisors LP | 41,330 | $1.34M | 0.00% | +1,001+2.5% | Added |
| Kercheville Advisors, LLC | 35,537 | $1.16M | 0.47% | +6,384+21.9% | Added |
| Kestra Advisory Services, LLC | 35,177 | $1.14M | 0.01% | +776+2.3% | Added |
| Wedbush Securities Inc | 33,285 | $1.08M | 0.04% | +3,418+11.4% | Added |
| Stratos Wealth Partners, LTD. | 33,154 | $1.08M | 0.02% | −981−2.9% | Reduced |
| HBW Advisory Services LLC | 31,810 | $1.04M | 0.15% | −7,385−18.8% | Reduced |
| Steward Partners Investment Advisory, LLC | 31,114 | $1.01M | 0.01% | −233−0.7% | Reduced |
| Carnegie Lake Advisors LLC | 30,960 | $1.01M | 0.41% | −4,015−11.5% | Reduced |
| Integrity Alliance, LLC. | 30,757 | $1.00M | 0.04% | +30,757 | New |
| Landscape Capital Management, L.L.C. | 29,554 | $961.7K | 0.09% | +6,887+30.4% | Added |
| Sigma Planning Corp | 28,687 | $933.5K | 0.03% | +274+1.0% | Added |
| Strategic Family Wealth Counselors, L.L.C. | 28,261 | $919.6K | 0.30% | +398+1.4% | Added |
| AlphaCore Capital LLC | 28,216 | $918.1K | 0.08% | +28,216 | New |
| Future Financial Wealth Managment LLC | 25,700 | $836.3K | 0.61% | −299−1.2% | Reduced |
| Stephens Inc | 25,538 | $831.0K | 0.01% | +13,488+111.9% | Added |
| Beacon Capital Management, Inc. | 24,000 | $829.0K | 0.04% | +24,000 | New |
| NWF Advisory Services Inc. | 25,240 | $821.3K | 0.12% | +25,240 | New |
| Merrion Investment Management Co, LLC | 25,000 | $813.5K | 0.58% | 00.0% | Unchanged |
| Atlanta Consulting Group Advisors, LLC | 24,481 | $796.6K | 0.23% | +1,486+6.5% | Added |
| Vivaldi Capital Management, LLC | 24,350 | $792.3K | 0.13% | 00.0% | Unchanged |
| Sunpointe, LLC | 23,729 | $772.1K | 0.41% | +3,205+15.6% | Added |
| Creative Planning | 22,345 | $727.1K | 0.00% | −2,644−10.6% | Reduced |
| CWM, LLC | 22,244 | $724.0K | 0.00% | 00.0% | Unchanged |
| MML Investors Services, LLC | 21,148 | $688.0K | 0.00% | +5,142+32.1% | Added |
| Brookstone Capital Management | 21,073 | $685.7K | 0.01% | −727−3.3% | Reduced |
| Atlas Brown,Inc. | 20,800 | $676.8K | 0.24% | +22+0.1% | Added |
| Armor Investment Advisors, LLC | 20,135 | $655.2K | 0.27% | −1,756−8.0% | Reduced |
| Samalin Investment Counsel, LLC | 19,560 | $636.5K | 0.26% | +728+3.9% | Added |
| Advisory Services Network, LLC | 19,157 | $623.4K | 0.01% | −891−4.4% | Reduced |
| Welch Group, LLC | 19,017 | $617.5K | 0.03% | 00.0% | Unchanged |
| Comerica Bank | 18,844 | $613.2K | 0.00% | +7,146+61.1% | Added |
| Ameriflex Group, Inc. | 18,799 | $611.7K | 0.25% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 18,531 | $603.0K | 0.00% | −2,234−10.8% | Reduced |
| HighTower Advisors, LLC | 18,120 | $589.6K | 0.00% | +3,158+21.1% | Added |
| Prospera Financial Services Inc | 17,701 | $576.0K | 0.01% | +4,512+34.2% | Added |
| Certified Advisory Corp | 17,322 | $563.6K | 0.06% | +137+0.8% | Added |
| AE Wealth Management LLC | 17,191 | $559.4K | 0.00% | −50−0.3% | Reduced |
| Sanctuary Advisors, LLC | 16,535 | $538.0K | 0.00% | −4,392−21.0% | Reduced |
| Avantax Advisory Services, Inc. | 15,668 | $509.8K | 0.00% | −4,056−20.6% | Reduced |
| Sound View Wealth Advisors Group, LLC | 15,609 | $507.9K | 0.04% | −380−2.4% | Reduced |
| Nations Financial Group Inc, | 15,575 | $506.8K | 0.04% | 00.0% | Unchanged |
| Envestnet Asset Management Inc | 15,396 | $501.0K | 0.00% | +708+4.8% | Added |
| Belpointe Asset Management LLC | 15,065 | $490.2K | 0.03% | +50+0.3% | Added |
| Maridea Wealth Management LLC | 15,028 | $489.0K | 0.16% | +506+3.5% | Added |
| US Bancorp | 14,744 | $479.8K | 0.00% | +1,829+14.2% | Added |
| PFG Investments, LLC | 13,707 | $446.0K | 0.03% | +157+1.2% | Added |
| Semus Wealth Partners LLC | 13,692 | $445.5K | 0.31% | −583−4.1% | Reduced |
| StoneX Group Inc. | 13,606 | $442.7K | 0.02% | −3,001−18.1% | Reduced |
| We Are One Seven, LLC | 13,171 | $428.6K | 0.02% | 00.0% | Unchanged |
| Davenport & Co LLC | 13,141 | $427.6K | 0.00% | +775+6.3% | Added |
| Keybank National Association | 12,700 | $413.3K | 0.00% | 00.0% | Unchanged |
| Neville Rodie & Shaw Inc | 12,701 | $413.0K | 0.03% | 00.0% | Unchanged |
| Per Stirling Capital Management, LLC. | 12,230 | $398.0K | 0.06% | +5,638+85.5% | Added |
| Matrix Private Capital Group LLC | 12,150 | $395.4K | 0.24% | +3,650+42.9% | Added |
| HBK Sorce Advisory LLC | 11,765 | $382.8K | 0.01% | +32+0.3% | Added |