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 2026
Institutional positions in Reaves Utility Income Fund as of Mar 31, 2026. 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
- 241
- +7 vs. Q4 2025
- Shares held
- 12.7M
- +326.1K (+2.6%) vs. Q4 2025
- Total value
- $497.4M
- +$55.5M (+12.6%) vs. Q4 2025
- New holders
- 28
- 111 more added
- Sold out
- 21
- 47 more reduced
6 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2026
Shares, value and share of portfolio for each institution holding Reaves Utility Income Fund; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Huntington National Bank | – | $39 | 0.00% | – | – |
| IMG Wealth Management, Inc. | 1 | $42 | 0.00% | −202−99.5% | Reduced |
| Tower Research Capital LLC (TRC) | 3 | $118 | 0.00% | −4−57.1% | Reduced |
| Highline Wealth Partners LLC | 75 | $2.95K | 0.00% | +75 | New |
| DHJJ Financial Advisors, Ltd. | 98 | $3.85K | 0.00% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 100 | $3.93K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 100 | $3.93K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 100 | $3.93K | 0.00% | +100 | New |
| Roble, Belko & Company, Inc | 124 | $5.00K | 0.00% | +2+1.6% | Added |
| Morton Brown Family Wealth, LLC | 160 | $6.28K | 0.00% | +3+1.9% | Added |
| Financial Consulate, Inc | 250 | $9.82K | 0.00% | 00.0% | Unchanged |
| Signature Resources Capital Management, LLC | 250 | $9.82K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 266 | $10.5K | 0.00% | +4+1.5% | Added |
| Alerus Financial NA | 267 | $10.5K | 0.00% | 00.0% | Unchanged |
| Gilpin Wealth Management, LLC | 297 | $11.7K | 0.01% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 300 | $11.8K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 320 | $12.6K | 0.00% | 00.0% | Unchanged |
| Resources Management Corp | 356 | $14.0K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 358 | $14.1K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 395 | $15.5K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 485 | $19.1K | 0.00% | 00.0% | Unchanged |
| Medallion Wealth Advisors, LLC | 500 | $19.6K | 0.01% | 00.0% | Unchanged |
| Key Financial Inc | 554 | $21.8K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 574 | $22.5K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 580 | $23.1K | 0.00% | 00.0% | Unchanged |
| Hilltop National Bank | 590 | $23.2K | 0.01% | 00.0% | Unchanged |
| Atlantic Union Bankshares Corp | 625 | $24.6K | 0.00% | +499+396.0% | Added |
| Quest 10 Wealth Builders, Inc. | 687 | $27.0K | 0.02% | 00.0% | Unchanged |
| Webster Bank, N. A. | 744 | $29.2K | 0.00% | −251−25.2% | Reduced |
| Caldwell Trust Co | 825 | $32.4K | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 853 | $33.5K | 0.01% | +10+1.2% | Added |
| Paladin Partners, LLC | 969 | $38.1K | 0.03% | 00.0% | Unchanged |
| Osbon Capital Management LLC | 992 | $39.0K | 0.03% | +992 | New |
| Private Trust Co NA | 1,000 | $39.3K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 1,000 | $39.5K | 0.00% | +1,000 | New |
| Keating Financial Advisory Services, Inc. | 1,042 | $40.9K | 0.01% | +10+1.0% | Added |
| Salem Investment Counselors Inc | 1,346 | $52.9K | 0.00% | +1,346 | New |
| Larson Financial Group LLC | 1,420 | $55.8K | 0.00% | −22−1.5% | Reduced |
| LRI Investments, LLC | 1,440 | $56.6K | 0.01% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 1,450 | $57.0K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 1,500 | $58.9K | 0.00% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 1,500 | $58.9K | 0.01% | +1,500 | New |
| Bank of New Hampshire | 1,560 | $61.3K | 0.01% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 1,699 | $66.7K | 0.01% | +25+1.5% | Added |
| Centerpoint Advisors, LLC | 1,700 | $67.0K | 0.02% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 1,747 | $68.6K | 0.00% | −547−23.8% | Reduced |
| Rockefeller Capital Management L.P. | 1,760 | $69.1K | 0.00% | 00.0% | Unchanged |
| Cassaday & Co Wealth Management LLC | 1,858 | $73.0K | 0.00% | +1,858 | New |
| Ameriflex Group, Inc. | 1,864 | $73.2K | 0.04% | −2,009−51.9% | Reduced |
| EverSource Wealth Advisors, LLC | 2,000 | $78.6K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 2,345 | $92.1K | 0.00% | +12+0.5% | Added |
| Assetmark, Inc | 2,449 | $96.2K | 0.00% | +283+13.1% | Added |
| Sunbelt Securities, Inc. | 2,700 | $106.1K | 0.01% | +2,700 | New |
| International Assets Investment Management, LLC | 2,780 | $110.6K | 0.01% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 3,099 | $121.7K | 0.00% | +1,569+102.5% | Added |
| Brown Brothers Harriman & Co | 3,166 | $124.4K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 4,000 | $157.1K | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 4,098 | $160.3K | 0.00% | +542+15.2% | Added |
| Creative Financial Designs Inc | 4,142 | $162.7K | 0.01% | +5+0.1% | Added |
| Geneos Wealth Management Inc. | 4,466 | $175.4K | 0.00% | +1,250+38.9% | Added |
| Spire Wealth Management | 4,539 | $178.3K | 0.01% | −6−0.1% | Reduced |
| IFG Advisory, LLC | 4,568 | $179.4K | 0.51% | +4,568 | New |
| Allworth Financial LP | 5,008 | $196.7K | 0.00% | +517+11.5% | Added |
| Foundations Investment Advisors, LLC | 5,120 | $201.1K | 0.00% | +5,120 | New |
| Hilton Head Capital Partners, LLC | 5,215 | $204.8K | 0.12% | 00.0% | Unchanged |
| Great Valley Advisor Group, Inc. | 5,260 | $206.6K | 0.00% | +5,260 | New |
| Pinnacle Wealth Management Group, Inc. | 5,350 | $210.1K | 0.10% | +5,350 | New |
| RMR Capital Management, LLC | 5,373 | $211.1K | 0.15% | +5,373 | New |
| Pinnacle Financial Partners, Inc. | 5,379 | $211.3K | 0.00% | +5,379 | New |
| Keystone Financial Group | 5,420 | $212.9K | 0.01% | +5,420 | New |
| Everstar Asset Management, LLC | 5,450 | $214.1K | 0.11% | −200−3.5% | Reduced |
| CoreCap Advisors, LLC | 5,604 | $220.1K | 0.01% | 00.0% | Unchanged |
| Concurrent Investment Advisors, LLC | 5,676 | $223.0K | 0.00% | +5,676 | New |
| Semus Wealth Partners LLC | 5,777 | $226.9K | 0.13% | −173−2.9% | Reduced |
| Cary Street Partners Financial LLC | 5,837 | $229.3K | 0.01% | −150−2.5% | Reduced |
| Nicolet Bankshares Inc | 5,870 | $233.4K | 0.01% | +5,870 | New |
| Armor Investment Advisors, LLC | 5,996 | $235.5K | 0.08% | 00.0% | Unchanged |
| Penbrook Management LLC | 6,125 | $240.6K | 0.18% | +100+1.7% | Added |
| D.A. Davidson & Co. | 6,146 | $241.4K | 0.00% | +6,146 | New |
| Total Clarity Wealth Management, Inc. | 6,190 | $243.1K | 0.06% | +6,190 | New |
| Hilltop Holdings Inc. | 6,210 | $243.9K | 0.02% | +6,210 | New |
| Ballew Advisors, Inc | 5,934 | $244.2K | 0.14% | +89+1.5% | Added |
| Truist Financial Corp | 6,331 | $248.7K | 0.00% | +6,331 | New |
| Allie Family Office LLC | 6,490 | $254.9K | 0.11% | 00.0% | Unchanged |
| Moors & Cabot, Inc. | 6,617 | $259.9K | 0.01% | 00.0% | Unchanged |
| Golden State Equity Partners | 6,897 | $270.9K | 0.02% | +6,897 | New |
| Principal Securities, Inc. | 6,927 | $272.1K | 0.00% | +58+0.8% | Added |
| Investors Research Corp | 7,077 | $278.0K | 0.05% | 00.0% | Unchanged |
| RDA Financial Network | 7,119 | $279.6K | 0.07% | +15+0.2% | Added |
| ELCO Management Co., LLC | 7,250 | $284.8K | 0.14% | 00.0% | Unchanged |
| Invesco Ltd. | 7,309 | $287.1K | 0.00% | +892+13.9% | Added |
| Harbour Investments, Inc. | 7,390 | $290.3K | 0.00% | +1,800+32.2% | Added |
| Purus Wealth Management, LLC | 7,785 | $305.8K | 0.10% | +545+7.5% | Added |
| Balboa Wealth Partners | 7,861 | $308.8K | 0.05% | +225+2.9% | Added |
| Nwam LLC | 7,912 | $310.8K | 0.02% | 00.0% | Unchanged |
| Savant Capital, LLC | 7,923 | $311.2K | 0.00% | +2,109+36.3% | Added |
| Peapack Gladstone Financial Corp | 8,150 | $320.0K | 0.00% | 00.0% | Unchanged |
| Novak & Powell Financial Services, Inc. | 8,243 | $323.8K | 0.17% | +100+1.2% | Added |
| Benjamin Edwards Inc | 8,291 | $325.7K | 0.00% | +190+2.3% | Added |
| Estate Planners Group, LLC | 8,300 | $326.0K | 0.16% | +2,430+41.4% | Added |