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 |
|---|---|---|---|---|---|
| Fifth Third Bancorp | 950 | $37.6K | 0.00% | 00.0% | Unchanged |
| CX Institutional | 920 | $36.0K | 0.00% | +920 | New |
| American National Bank | 850 | $33.7K | 0.00% | +850 | New |
| West Branch Capital LLC | 840 | $33.3K | 0.01% | +10+1.2% | Added |
| Caldwell Trust Co | 825 | $32.7K | 0.00% | 00.0% | Unchanged |
| Quest 10 Wealth Builders, Inc. | 687 | $27.2K | 0.03% | +687 | New |
| Ameritas Advisory Services, LLC | 650 | $25.8K | 0.00% | −2,014−75.6% | Reduced |
| ORG Wealth Partners, LLC | 600 | $23.8K | 0.01% | +9+1.5% | Added |
| Hilltop National Bank | 590 | $23.4K | 0.01% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 580 | $23.3K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 574 | $22.7K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 554 | $22.0K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 550 | $21.8K | 0.00% | 00.0% | Unchanged |
| Medallion Wealth Advisors, LLC | 500 | $19.8K | 0.01% | +500 | New |
| Parkside Financial Bank & Trust | 485 | $19.2K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 395 | $15.7K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 358 | $14.2K | 0.00% | 00.0% | Unchanged |
| Resources Management Corp | 356 | $14.0K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 320 | $12.7K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 302 | $11.9K | 0.00% | +2+0.7% | Added |
| Duncker Streett & Co Inc | 300 | $11.9K | 0.00% | +300 | New |
| Hantz Financial Services, Inc. | 278 | $11.0K | 0.00% | +278 | New |
| Alerus Financial NA | 267 | $10.6K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 258 | $10.2K | 0.00% | +4+1.6% | Added |
| Parallel Advisors, LLC | 253 | $10.1K | 0.00% | +253 | New |
| Signature Resources Capital Management, LLC | 250 | $9.90K | 0.01% | 00.0% | Unchanged |
| Delta Asset Management LLC | 200 | $7.92K | 0.00% | 00.0% | Unchanged |
| Main Street Group, LTD | 200 | $7.92K | 0.00% | +200 | New |
| BlackRock, Inc. | 192 | $7.61K | 0.00% | −192−50.0% | Reduced |
| Morton Brown Family Wealth, LLC | 155 | $6.14K | 0.00% | +2+1.3% | Added |
| Ronald Blue Trust, Inc. | 150 | $5.94K | 0.00% | −917−85.9% | Reduced |
| Atlantic Union Bankshares Corp | 126 | $4.99K | 0.00% | −75−37.3% | Reduced |
| Russell Investments Group, Ltd. | 120 | $4.75K | 0.00% | +120 | New |
| Roble, Belko & Company, Inc | 93 | $4.00K | 0.00% | +21+29.2% | Added |
| Boyd Watterson Asset Management LLC | 100 | $3.96K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 100 | $3.96K | 0.00% | 00.0% | Unchanged |
| DHJJ Financial Advisors, Ltd. | 98 | $3.88K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 29 | $1.16K | 0.00% | −205−87.6% | Reduced |
| Huntington National Bank | – | $40 | 0.00% | – | – |
| Wealthspire Advisors, LLC | 0 | $0 | 0.00% | −97,683−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −14,844−100.0% | Sold out |
| Calamos Advisors LLC | 0 | $0 | 0.00% | −9,808−100.0% | Sold out |
| Dover Advisors, LLC | 0 | $0 | 0.00% | −9,600−100.0% | Sold out |
| GWN Securities Inc. | 0 | $0 | 0.00% | −8,638−100.0% | Sold out |
| Summit Financial, LLC | 0 | $0 | 0.00% | −7,744−100.0% | Sold out |
| Baird Financial Group, Inc. | 0 | $0 | 0.00% | −7,586−100.0% | Sold out |
| SOA Wealth Advisors, LLC. | 0 | $0 | 0.00% | −613−100.0% | Sold out |
| Fortitude Family Office, LLC | 0 | $0 | 0.00% | −340−100.0% | Sold out |
| Beaird Harris Wealth Management, LLC | 0 | $0 | 0.00% | −175−100.0% | Sold out |
| Good Life Advisors, LLC | – | – | – | – | Not filed |
| Atria Wealth Solutions, Inc. | – | – | – | – | Not filed |
| Avantax Advisory Services, Inc. | – | – | – | – | Not filed |
| Oliver Lagore Vanvalin Investment Group | – | – | – | – | Not filed |