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, Q3 2025
Institutional positions in Reaves Utility Income Fund as of Sep 30, 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
- 239
- +23 vs. Q2 2025
- Shares held
- 12.5M
- +583.7K (+4.9%) vs. Q2 2025
- Total value
- $496.6M
- +$64.1M (+14.8%) vs. Q2 2025
- New holders
- 33
- 97 more added
- Sold out
- 10
- 56 more reduced
4 institutions that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2025: 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, Q3 2025
Shares, value and share of portfolio for each institution holding Reaves Utility Income Fund; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Huntington National Bank | – | $40 | 0.00% | – | – |
| Versant Capital Management, Inc | 29 | $1.16K | 0.00% | −205−87.6% | Reduced |
| DHJJ Financial Advisors, Ltd. | 98 | $3.88K | 0.00% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 100 | $3.96K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 100 | $3.96K | 0.00% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 93 | $4.00K | 0.00% | +21+29.2% | Added |
| Russell Investments Group, Ltd. | 120 | $4.75K | 0.00% | +120 | New |
| Atlantic Union Bankshares Corp | 126 | $4.99K | 0.00% | −75−37.3% | Reduced |
| Ronald Blue Trust, Inc. | 150 | $5.94K | 0.00% | −917−85.9% | Reduced |
| Morton Brown Family Wealth, LLC | 155 | $6.14K | 0.00% | +2+1.3% | Added |
| BlackRock, Inc. | 192 | $7.61K | 0.00% | −192−50.0% | Reduced |
| Delta Asset Management LLC | 200 | $7.92K | 0.00% | 00.0% | Unchanged |
| Main Street Group, LTD | 200 | $7.92K | 0.00% | +200 | New |
| Signature Resources Capital Management, LLC | 250 | $9.90K | 0.01% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 253 | $10.1K | 0.00% | +253 | New |
| Armstrong Advisory Group, Inc | 258 | $10.2K | 0.00% | +4+1.6% | Added |
| Alerus Financial NA | 267 | $10.6K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 278 | $11.0K | 0.00% | +278 | New |
| Duncker Streett & Co Inc | 300 | $11.9K | 0.00% | +300 | New |
| CIBC Private Wealth Group, LLC | 302 | $11.9K | 0.00% | +2+0.7% | Added |
| Tradewinds Capital Management, LLC | 320 | $12.7K | 0.00% | 00.0% | Unchanged |
| Resources Management Corp | 356 | $14.0K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 358 | $14.2K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 395 | $15.7K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 485 | $19.2K | 0.00% | 00.0% | Unchanged |
| Medallion Wealth Advisors, LLC | 500 | $19.8K | 0.01% | +500 | New |
| Clearstead Advisors, LLC | 550 | $21.8K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 554 | $22.0K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 574 | $22.7K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 580 | $23.3K | 0.00% | 00.0% | Unchanged |
| Hilltop National Bank | 590 | $23.4K | 0.01% | 00.0% | Unchanged |
| ORG Wealth Partners, LLC | 600 | $23.8K | 0.01% | +9+1.5% | Added |
| Ameritas Advisory Services, LLC | 650 | $25.8K | 0.00% | −2,014−75.6% | Reduced |
| Quest 10 Wealth Builders, Inc. | 687 | $27.2K | 0.03% | +687 | New |
| Caldwell Trust Co | 825 | $32.7K | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 840 | $33.3K | 0.01% | +10+1.2% | Added |
| American National Bank | 850 | $33.7K | 0.00% | +850 | New |
| CX Institutional | 920 | $36.0K | 0.00% | +920 | New |
| Fifth Third Bancorp | 950 | $37.6K | 0.00% | 00.0% | Unchanged |
| Webster Bank, N. A. | 995 | $39.4K | 0.00% | 00.0% | Unchanged |
| Logan Capital Management Inc | 1,000 | $39.6K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 1,000 | $39.6K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 1,158 | $45.9K | 0.00% | +1,158 | New |
| Salem Investment Counselors Inc | 1,246 | $49.4K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 1,253 | $49.6K | 0.01% | 00.0% | Unchanged |
| LRI Investments, LLC | 1,440 | $57.1K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 1,442 | $57.1K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 1,450 | $57.4K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 1,500 | $59.4K | 0.00% | 00.0% | Unchanged |
| Bank of New Hampshire | 1,560 | $61.8K | 0.01% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 1,700 | $67.0K | 0.02% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 1,692 | $67.0K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 1,729 | $68.5K | 0.01% | +107+6.6% | Added |
| Assetmark, Inc | 1,947 | $77.1K | 0.00% | +1,302+201.9% | Added |
| EverSource Wealth Advisors, LLC | 2,000 | $79.2K | 0.00% | −500−20.0% | Reduced |
| AdvisorNet Financial, Inc | 2,141 | $84.8K | 0.00% | +680+46.5% | Added |
| IFP Advisors, Inc | 2,319 | $91.9K | 0.00% | +12+0.5% | Added |
| Brown Brothers Harriman & Co | 3,166 | $125.4K | 0.00% | −1,059−25.1% | Reduced |
| Geneos Wealth Management Inc. | 3,216 | $127.4K | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 3,569 | $141.4K | 0.00% | +3,341+1,465.4% | Added |
| Signaturefd, LLC | 4,000 | $158.5K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 4,132 | $163.7K | 0.01% | −1,545−27.2% | Reduced |
| Allworth Financial LP | 4,291 | $170.0K | 0.00% | +20.0% | Added |
| Spire Wealth Management | 4,486 | $177.7K | 0.01% | +56+1.3% | Added |
| Proficio Capital Partners LLC | 5,075 | $201.1K | 0.01% | +5,075 | New |
| Post Resch Tallon Group Inc. | 5,125 | $203.1K | 0.18% | +5,125 | New |
| Watts Gwilliam & Co., LLC | 5,150 | $204.0K | 0.03% | +5,150 | New |
| SeaCrest Wealth Management, LLC | 5,020 | $204.4K | 0.02% | −2,175−30.2% | Reduced |
| Perigon Wealth Management, LLC | 5,160 | $204.4K | 0.00% | +5,160 | New |
| Keystone Financial Group | 5,181 | $205.3K | 0.02% | −459−8.1% | Reduced |
| Great Valley Advisor Group, Inc. | 5,250 | $208.0K | 0.00% | +5,250 | New |
| RDA Financial Network | 5,344 | $211.7K | 0.05% | +5,344 | New |
| Pinnacle Wealth Management Group, Inc. | 5,350 | $212.0K | 0.11% | +5,350 | New |
| RMR Capital Management, LLC | 5,373 | $212.9K | 0.15% | +5,373 | New |
| IFG Advisory, LLC | 5,418 | $214.7K | 0.01% | +5,418 | New |
| Cary Street Partners Financial LLC | 5,558 | $220.2K | 0.01% | −250−4.3% | Reduced |
| Everstar Asset Management, LLC | 5,650 | $223.9K | 0.13% | 00.0% | Unchanged |
| Savant Capital, LLC | 5,814 | $230.4K | 0.00% | −328−5.3% | Reduced |
| City Center Advisors, LLC | 5,852 | $231.9K | 0.23% | +5,852 | New |
| Armor Investment Advisors, LLC | 5,996 | $237.6K | 0.08% | −15,054−71.5% | Reduced |
| Ballew Advisors, Inc | 5,753 | $238.1K | 0.13% | +89+1.6% | Added |
| Penbrook Management LLC | 6,075 | $240.7K | 0.17% | 00.0% | Unchanged |
| Lowe Wealth Advisors, LLC | 6,250 | $247.6K | 0.09% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 6,285 | $249.0K | 0.01% | +1,133+22.0% | Added |
| Allie Family Office LLC | 6,490 | $257.1K | 0.12% | 00.0% | Unchanged |
| Purus Wealth Management, LLC | 6,506 | $257.8K | 0.08% | +100+1.6% | Added |
| CoreCap Advisors, LLC | 6,604 | $261.6K | 0.01% | +1,000+17.8% | Added |
| Custom Index Systems, LLC | 6,615 | $262.1K | 0.08% | −64−1.0% | Reduced |
| Moors & Cabot, Inc. | 6,617 | $262.2K | 0.01% | +6,617 | New |
| Principal Securities, Inc. | 6,809 | $269.8K | 0.00% | +58+0.9% | Added |
| Western Wealth Management, LLC | 6,853 | $271.5K | 0.01% | −242−3.4% | Reduced |
| Investors Research Corp | 7,077 | $280.4K | 0.05% | 00.0% | Unchanged |
| ORG Partners LLC | 7,074 | $280.9K | 0.05% | −490−6.5% | Reduced |
| Stonegate Investment Group, LLC | 7,179 | $284.4K | 0.01% | +8+0.1% | Added |
| Nwam LLC | 7,480 | $292.1K | 0.02% | 00.0% | Unchanged |
| ELCO Management Co., LLC | 7,450 | $295.2K | 0.15% | −100−1.3% | Reduced |
| Hollow Brook Wealth Management LLC | 7,606 | $301.4K | 0.07% | 00.0% | Unchanged |
| Balboa Wealth Partners | 7,636 | $302.5K | 0.05% | −1,125−12.8% | Reduced |
| Cerity Partners LLC | 7,681 | $304.3K | 0.00% | +7,681 | New |
| Ameriflex Group, Inc. | 7,746 | $306.9K | 0.12% | +2,872+58.9% | Added |