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, Q4 2025
Institutional positions in Reaves Utility Income Fund as of Dec 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
- 240
- +4 vs. Q3 2025
- Shares held
- 12.4M
- −107.0K (−0.9%) vs. Q3 2025
- Total value
- $444.2M
- −$51.7M (−10.4%) vs. Q3 2025
- New holders
- 32
- 97 more added
- Sold out
- 28
- 51 more reduced
3 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2025
Shares, value and share of portfolio for each institution holding Reaves Utility Income Fund; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Walled Lake Planning & Wealth Management, LLC | 15,385 | $562.8K | 0.18% | 00.0% | Unchanged |
| Maridea Wealth Management LLC | 15,234 | $557.3K | 0.08% | +425+2.9% | Added |
| Equitable Holdings, Inc. | 14,893 | $544.8K | 0.00% | +2,552+20.7% | Added |
| HBK Sorce Advisory LLC | 14,067 | $530.7K | 0.01% | +1,000+7.7% | Added |
| Sound View Wealth Advisors Group, LLC | 13,740 | $502.6K | 0.03% | −363−2.6% | Reduced |
| We Are One Seven, LLC | 13,726 | $502.1K | 0.01% | 00.0% | Unchanged |
| Per Stirling Capital Management, LLC. | 13,677 | $500.3K | 0.06% | +215+1.6% | Added |
| Beacon Pointe Advisors, LLC | 13,452 | $492.1K | 0.00% | −1,934−12.6% | Reduced |
| Farther Finance Advisors, LLC | 13,168 | $481.7K | 0.01% | +13,168 | New |
| Focus Financial Network, Inc. | 13,119 | $479.9K | 0.02% | +254+2.0% | Added |
| US Bancorp | 13,115 | $479.7K | 0.00% | 00.0% | Unchanged |
| Neville Rodie & Shaw Inc | 12,701 | $465.0K | 0.03% | 00.0% | Unchanged |
| Keybank National Association | 12,700 | $464.6K | 0.00% | 00.0% | Unchanged |
| StoneX Group Inc. | 12,522 | $460.5K | 0.02% | +24+0.2% | Added |
| Visionary Wealth Advisors | 12,465 | $456.0K | 0.02% | −751−5.7% | Reduced |
| Financial Security Advisor, Inc. | 12,000 | $439.0K | 0.08% | +2,000+20.0% | Added |
| Graybill Bartz & Assoc Ltd | 11,290 | $413.0K | 0.12% | −266−2.3% | Reduced |
| Custom Index Systems, LLC | 11,183 | $409.1K | 0.18% | +4,568+69.1% | Added |
| Flagship Harbor Advisors, LLC | 11,115 | $406.6K | 0.02% | 00.0% | Unchanged |
| Commonwealth Financial Services, LLC | 10,886 | $398.2K | 0.07% | +113+1.0% | Added |
| Apollon Wealth Management, LLC | 10,784 | $394.5K | 0.01% | +2,761+34.4% | Added |
| Wealthcare Advisory Partners LLC | 10,382 | $379.8K | 0.01% | +1,166+12.7% | Added |
| Abel Hall, LLC | 10,000 | $365.8K | 0.09% | 00.0% | Unchanged |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 9,941 | $363.6K | 0.04% | +644+6.9% | Added |
| Leslie Global Wealth, LLC | 9,667 | $353.6K | 0.16% | 00.0% | Unchanged |
| CI Private Wealth, LLC | 9,550 | $349.3K | 0.00% | −2,148−18.4% | Reduced |
| Orca Investment Management, LLC | 9,500 | $347.5K | 0.27% | −275−2.8% | Reduced |
| Bey-Douglas LLC | 8,581 | $340.0K | 0.27% | 00.0% | Unchanged |
| Costello Asset Management, INC | 9,035 | $330.5K | 0.11% | −1,173−11.5% | Reduced |
| Oakworth Capital, Inc. | 9,000 | $329.2K | 0.02% | 00.0% | Unchanged |
| Triumph Capital Management | 8,909 | $325.9K | 0.07% | +510+6.1% | Added |
| Integrated Wealth Concepts LLC | 8,631 | $315.7K | 0.00% | −1,924−18.2% | Reduced |
| Envestnet Asset Management Inc | 8,425 | $308.2K | 0.00% | −2,958−26.0% | Reduced |
| SageView Advisory Group, LLC | 8,272 | $302.6K | 0.01% | +87+1.1% | Added |
| Cerity Partners LLC | 8,264 | $302.3K | 0.00% | +583+7.6% | Added |
| City Center Advisors, LLC | 8,253 | $301.9K | 0.28% | +2,401+41.0% | Added |
| Jane Street Group, LLC | 8,194 | $299.7K | 0.00% | −4,195−33.9% | Reduced |
| Peapack Gladstone Financial Corp | 8,150 | $298.0K | 0.00% | 00.0% | Unchanged |
| Novak & Powell Financial Services, Inc. | 8,143 | $297.9K | 0.16% | +103+1.3% | Added |
| Nwam LLC | 7,912 | $297.8K | 0.02% | +432+5.8% | Added |
| Western Wealth Management, LLC | 8,122 | $297.1K | 0.01% | +1,269+18.5% | Added |
| Simplicity Wealth,LLC | 8,119 | $297.0K | 0.02% | +8,119 | New |
| Benjamin Edwards Inc | 8,101 | $296.3K | 0.00% | −390−4.6% | Reduced |
| RFG Advisory, LLC | 8,014 | $293.2K | 0.01% | +8,014 | New |
| Balboa Wealth Partners | 7,636 | $279.3K | 0.05% | 00.0% | Unchanged |
| Two Sigma Securities, LLC | 7,579 | $277.2K | 0.04% | +7,579 | New |
| ELCO Management Co., LLC | 7,250 | $265.2K | 0.17% | −200−2.7% | Reduced |
| Purus Wealth Management, LLC | 7,240 | $264.8K | 0.08% | +734+11.3% | Added |
| ORG Partners LLC | 7,169 | $262.3K | 0.05% | +95+1.3% | Added |
| RDA Financial Network | 7,104 | $259.9K | 0.06% | +1,760+32.9% | Added |
| Investors Research Corp | 7,077 | $258.9K | 0.05% | 00.0% | Unchanged |
| Principal Securities, Inc. | 6,869 | $251.3K | 0.00% | +60+0.9% | Added |
| Moors & Cabot, Inc. | 6,617 | $242.1K | 0.01% | 00.0% | Unchanged |
| Allie Family Office LLC | 6,490 | $237.4K | 0.11% | 00.0% | Unchanged |
| Invesco Ltd. | 6,417 | $234.7K | 0.00% | +6,417 | New |
| Innova Wealth Partners | 6,361 | $232.7K | 0.12% | +6,361 | New |
| Penbrook Management LLC | 6,025 | $220.4K | 0.15% | −50−0.8% | Reduced |
| Armor Investment Advisors, LLC | 5,996 | $219.3K | 0.08% | 00.0% | Unchanged |
| Cary Street Partners Financial LLC | 5,987 | $219.0K | 0.01% | +429+7.7% | Added |
| Semus Wealth Partners LLC | 5,950 | $217.7K | 0.12% | −2,289−27.8% | Reduced |
| Ballew Advisors, Inc | 5,845 | $216.7K | 0.12% | +92+1.6% | Added |
| Estate Planners Group, LLC | 5,870 | $214.7K | 0.09% | +5,870 | New |
| Savant Capital, LLC | 5,814 | $212.7K | 0.00% | 00.0% | Unchanged |
| Everstar Asset Management, LLC | 5,650 | $206.7K | 0.11% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 5,604 | $205.0K | 0.01% | −1,000−15.1% | Reduced |
| Harbour Investments, Inc. | 5,590 | $204.5K | 0.00% | −695−11.1% | Reduced |
| Thompson David Blair | 5,553 | $203.1K | 0.12% | +5,553 | New |
| Hilton Head Capital Partners, LLC | 5,215 | $190.8K | 0.11% | +5,215 | New |
| Spire Wealth Management | 4,545 | $166.3K | 0.01% | +59+1.3% | Added |
| Allworth Financial LP | 4,491 | $164.3K | 0.00% | +200+4.7% | Added |
| Wall Street Access Asset Management, LLC | 4,411 | $161.3K | 0.04% | +4,411 | New |
| Creative Financial Designs Inc | 4,137 | $151.3K | 0.01% | +5+0.1% | Added |
| Signaturefd, LLC | 4,000 | $146.3K | 0.00% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 3,873 | $141.7K | 0.07% | −3,873−50.0% | Reduced |
| JPMorgan Chase & Co | 3,556 | $130.1K | 0.00% | −13−0.4% | Reduced |
| Geneos Wealth Management Inc. | 3,216 | $117.6K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 3,166 | $115.8K | 0.00% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 2,780 | $101.7K | 0.01% | +2,780 | New |
| Laurel Wealth Advisors LLC | 2,500 | $91.5K | 0.01% | +2,500 | New |
| IFP Advisors, Inc | 2,333 | $85.3K | 0.00% | +14+0.6% | Added |
| AdvisorNet Financial, Inc | 2,294 | $83.9K | 0.00% | +153+7.1% | Added |
| Assetmark, Inc | 2,166 | $79.2K | 0.00% | +219+11.2% | Added |
| Cornerstone Planning Group LLC | 1,964 | $74.9K | 0.01% | +1,964 | New |
| EverSource Wealth Advisors, LLC | 2,000 | $73.2K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 1,760 | $64.4K | 0.00% | +602+52.0% | Added |
| Centerpoint Advisors, LLC | 1,700 | $62.0K | 0.02% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 1,692 | $61.9K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 1,674 | $61.2K | 0.00% | −55−3.2% | Reduced |
| Bank of New Hampshire | 1,560 | $57.1K | 0.01% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 1,530 | $56.0K | 0.00% | +1,530 | New |
| Colonial Trust Advisors | 1,500 | $54.9K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 1,450 | $53.0K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 1,442 | $52.7K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 1,440 | $52.7K | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 1,032 | $37.7K | 0.01% | +1,032 | New |
| Private Trust Co NA | 1,000 | $36.6K | 0.00% | 00.0% | Unchanged |
| Webster Bank, N. A. | 995 | $36.4K | 0.00% | 00.0% | Unchanged |
| Paladin Partners, LLC | 969 | $35.4K | 0.03% | +969 | New |
| Fifth Third Bancorp | 950 | $34.8K | 0.00% | 00.0% | Unchanged |
| American National Bank | 850 | $31.1K | 0.00% | 00.0% | Unchanged |