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 |
|---|---|---|---|---|---|
| Sound View Wealth Advisors Group, LLC | 14,103 | $558.8K | 0.04% | −622−4.2% | Reduced |
| We Are One Seven, LLC | 13,726 | $543.8K | 0.01% | 00.0% | Unchanged |
| HBK Sorce Advisory LLC | 13,067 | $541.2K | 0.01% | 00.0% | Unchanged |
| Per Stirling Capital Management, LLC. | 13,462 | $533.4K | 0.06% | +208+1.6% | Added |
| Visionary Wealth Advisors | 13,216 | $523.6K | 0.02% | +1,596+13.7% | Added |
| US Bancorp | 13,115 | $519.6K | 0.00% | −169−1.3% | Reduced |
| Focus Financial Network, Inc. | 12,865 | $509.7K | 0.02% | +1,983+18.2% | Added |
| Keybank National Association | 12,700 | $503.2K | 0.00% | 00.0% | Unchanged |
| Neville Rodie & Shaw Inc | 12,701 | $503.0K | 0.04% | 00.0% | Unchanged |
| StoneX Group Inc. | 12,498 | $495.2K | 0.02% | +34+0.3% | Added |
| Jane Street Group, LLC | 12,389 | $490.9K | 0.00% | −1,650−11.8% | Reduced |
| Equitable Holdings, Inc. | 12,341 | $488.9K | 0.00% | +630+5.4% | Added |
| Walleye Capital LLC | 11,698 | $463.5K | 0.00% | −8,798−42.9% | Reduced |
| CI Private Wealth, LLC | 11,698 | $463.5K | 0.00% | −1,143−8.9% | Reduced |
| Modern Wealth Management, LLC | 11,561 | $458.1K | 0.01% | +11,561 | New |
| Graybill Bartz & Assoc Ltd | 11,556 | $457.8K | 0.14% | −525−4.3% | Reduced |
| MAI Capital Management | 11,509 | $456.0K | 0.00% | +6,277+120.0% | Added |
| Envestnet Asset Management Inc | 11,383 | $451.0K | 0.00% | −4,091−26.4% | Reduced |
| Flagship Harbor Advisors, LLC | 11,115 | $440.4K | 0.02% | +240+2.2% | Added |
| Commonwealth Financial Services, LLC | 10,773 | $426.8K | 0.07% | +4,954+85.1% | Added |
| Integrated Wealth Concepts LLC | 10,555 | $418.2K | 0.00% | −1,549−12.8% | Reduced |
| Concurrent Investment Advisors, LLC | 10,221 | $405.0K | 0.01% | +10,221 | New |
| Costello Asset Management, INC | 10,208 | $404.4K | 0.14% | −492−4.6% | Reduced |
| Financial Security Advisor, Inc. | 10,000 | $396.2K | 0.08% | 00.0% | Unchanged |
| Abel Hall, LLC | 10,000 | $396.2K | 0.16% | 00.0% | Unchanged |
| Orca Investment Management, LLC | 9,775 | $387.3K | 0.32% | 00.0% | Unchanged |
| Leslie Global Wealth, LLC | 9,667 | $383.0K | 0.18% | 00.0% | Unchanged |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 9,297 | $368.3K | 0.04% | +494+5.6% | Added |
| Wealthcare Advisory Partners LLC | 9,216 | $365.2K | 0.01% | +522+6.0% | Added |
| Oakworth Capital, Inc. | 9,000 | $356.6K | 0.02% | 00.0% | Unchanged |
| Colony Group, LLC | 8,965 | $355.2K | 0.00% | +630+7.6% | Added |
| Bey-Douglas LLC | 8,581 | $340.0K | 0.25% | +8,581 | New |
| Benjamin Edwards Inc | 8,491 | $336.4K | 0.00% | −153−1.8% | Reduced |
| Triumph Capital Management | 8,399 | $332.8K | 0.09% | +417+5.2% | Added |
| Semus Wealth Partners LLC | 8,239 | $326.4K | 0.18% | −4,570−35.7% | Reduced |
| SageView Advisory Group, LLC | 8,185 | $324.3K | 0.01% | +8,185 | New |
| Peapack Gladstone Financial Corp | 8,150 | $323.0K | 0.00% | 00.0% | Unchanged |
| Novak & Powell Financial Services, Inc. | 8,040 | $318.5K | 0.17% | +99+1.2% | Added |
| Apollon Wealth Management, LLC | 8,023 | $317.9K | 0.01% | +8,023 | New |
| Ameriflex Group, Inc. | 7,746 | $306.9K | 0.12% | +2,872+58.9% | Added |
| Cerity Partners LLC | 7,681 | $304.3K | 0.00% | +7,681 | New |
| Balboa Wealth Partners | 7,636 | $302.5K | 0.05% | −1,125−12.8% | Reduced |
| Hollow Brook Wealth Management LLC | 7,606 | $301.4K | 0.07% | 00.0% | Unchanged |
| ELCO Management Co., LLC | 7,450 | $295.2K | 0.15% | −100−1.3% | Reduced |
| Nwam LLC | 7,480 | $292.1K | 0.02% | 00.0% | Unchanged |
| Stonegate Investment Group, LLC | 7,179 | $284.4K | 0.01% | +8+0.1% | Added |
| ORG Partners LLC | 7,074 | $280.9K | 0.05% | −490−6.5% | Reduced |
| Investors Research Corp | 7,077 | $280.4K | 0.05% | 00.0% | Unchanged |
| Western Wealth Management, LLC | 6,853 | $271.5K | 0.01% | −242−3.4% | Reduced |
| Principal Securities, Inc. | 6,809 | $269.8K | 0.00% | +58+0.9% | Added |
| Moors & Cabot, Inc. | 6,617 | $262.2K | 0.01% | +6,617 | New |
| Custom Index Systems, LLC | 6,615 | $262.1K | 0.08% | −64−1.0% | Reduced |
| CoreCap Advisors, LLC | 6,604 | $261.6K | 0.01% | +1,000+17.8% | Added |
| Purus Wealth Management, LLC | 6,506 | $257.8K | 0.08% | +100+1.6% | Added |
| Allie Family Office LLC | 6,490 | $257.1K | 0.12% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 6,285 | $249.0K | 0.01% | +1,133+22.0% | Added |
| Lowe Wealth Advisors, LLC | 6,250 | $247.6K | 0.09% | 00.0% | Unchanged |
| Penbrook Management LLC | 6,075 | $240.7K | 0.17% | 00.0% | Unchanged |
| Ballew Advisors, Inc | 5,753 | $238.1K | 0.13% | +89+1.6% | Added |
| Armor Investment Advisors, LLC | 5,996 | $237.6K | 0.08% | −15,054−71.5% | Reduced |
| City Center Advisors, LLC | 5,852 | $231.9K | 0.23% | +5,852 | New |
| Savant Capital, LLC | 5,814 | $230.4K | 0.00% | −328−5.3% | Reduced |
| Everstar Asset Management, LLC | 5,650 | $223.9K | 0.13% | 00.0% | Unchanged |
| Cary Street Partners Financial LLC | 5,558 | $220.2K | 0.01% | −250−4.3% | Reduced |
| IFG Advisory, LLC | 5,418 | $214.7K | 0.01% | +5,418 | New |
| RMR Capital Management, LLC | 5,373 | $212.9K | 0.15% | +5,373 | New |
| Pinnacle Wealth Management Group, Inc. | 5,350 | $212.0K | 0.11% | +5,350 | New |
| RDA Financial Network | 5,344 | $211.7K | 0.05% | +5,344 | New |
| Great Valley Advisor Group, Inc. | 5,250 | $208.0K | 0.00% | +5,250 | New |
| Keystone Financial Group | 5,181 | $205.3K | 0.02% | −459−8.1% | Reduced |
| Perigon Wealth Management, LLC | 5,160 | $204.4K | 0.00% | +5,160 | New |
| SeaCrest Wealth Management, LLC | 5,020 | $204.4K | 0.02% | −2,175−30.2% | Reduced |
| Watts Gwilliam & Co., LLC | 5,150 | $204.0K | 0.03% | +5,150 | New |
| Post Resch Tallon Group Inc. | 5,125 | $203.1K | 0.18% | +5,125 | New |
| Proficio Capital Partners LLC | 5,075 | $201.1K | 0.01% | +5,075 | New |
| Spire Wealth Management | 4,486 | $177.7K | 0.01% | +56+1.3% | Added |
| Allworth Financial LP | 4,291 | $170.0K | 0.00% | +20.0% | Added |
| Creative Financial Designs Inc | 4,132 | $163.7K | 0.01% | −1,545−27.2% | Reduced |
| Signaturefd, LLC | 4,000 | $158.5K | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 3,569 | $141.4K | 0.00% | +3,341+1,465.4% | Added |
| Geneos Wealth Management Inc. | 3,216 | $127.4K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 3,166 | $125.4K | 0.00% | −1,059−25.1% | Reduced |
| IFP Advisors, Inc | 2,319 | $91.9K | 0.00% | +12+0.5% | Added |
| AdvisorNet Financial, Inc | 2,141 | $84.8K | 0.00% | +680+46.5% | Added |
| EverSource Wealth Advisors, LLC | 2,000 | $79.2K | 0.00% | −500−20.0% | Reduced |
| Assetmark, Inc | 1,947 | $77.1K | 0.00% | +1,302+201.9% | Added |
| Anchor Investment Management, LLC | 1,729 | $68.5K | 0.01% | +107+6.6% | Added |
| Global Retirement Partners, LLC | 1,692 | $67.0K | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 1,700 | $67.0K | 0.02% | 00.0% | Unchanged |
| Bank of New Hampshire | 1,560 | $61.8K | 0.01% | 00.0% | Unchanged |
| Colonial Trust Advisors | 1,500 | $59.4K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 1,450 | $57.4K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 1,442 | $57.1K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 1,440 | $57.1K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 1,253 | $49.6K | 0.01% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 1,246 | $49.4K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 1,158 | $45.9K | 0.00% | +1,158 | New |
| 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 |
| Webster Bank, N. A. | 995 | $39.4K | 0.00% | 00.0% | Unchanged |