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 |
|---|---|---|---|---|---|
| Maridea Wealth Management LLC | 15,812 | $621.1K | 0.09% | +578+3.8% | Added |
| Vivaldi Capital Management, LLC | 15,750 | $618.7K | 0.09% | 00.0% | Unchanged |
| Nations Financial Group Inc, | 15,575 | $611.8K | 0.03% | 00.0% | Unchanged |
| Focus Financial Network, Inc. | 14,170 | $556.6K | 0.02% | +1,051+8.0% | Added |
| Farther Finance Advisors, LLC | 13,955 | $555.0K | 0.01% | +787+6.0% | Added |
| Per Stirling Capital Management, LLC. | 13,885 | $545.4K | 0.06% | +208+1.5% | Added |
| Sound View Wealth Advisors Group, LLC | 13,749 | $540.1K | 0.04% | +9+0.1% | Added |
| We Are One Seven, LLC | 13,726 | $539.2K | 0.01% | 00.0% | Unchanged |
| Triumph Capital Management | 13,674 | $537.1K | 0.11% | +4,765+53.5% | Added |
| Jane Street Group, LLC | 13,656 | $536.4K | 0.00% | +5,462+66.7% | Added |
| Beacon Pointe Advisors, LLC | 13,540 | $531.9K | 0.00% | +88+0.7% | Added |
| Visionary Wealth Advisors | 13,333 | $523.7K | 0.02% | +868+7.0% | Added |
| AE Wealth Management LLC | 13,266 | $521.1K | 0.00% | −3,452−20.6% | Reduced |
| US Bancorp | 13,115 | $515.2K | 0.00% | 00.0% | Unchanged |
| Integrated Wealth Concepts LLC | 13,007 | $510.9K | 0.00% | +4,376+50.7% | Added |
| StoneX Group Inc. | 12,891 | $506.4K | 0.03% | +369+2.9% | Added |
| Neville Rodie & Shaw Inc | 12,701 | $499.0K | 0.04% | 00.0% | Unchanged |
| Keybank National Association | 12,700 | $498.9K | 0.00% | 00.0% | Unchanged |
| Financial Security Advisor, Inc. | 12,500 | $491.0K | 0.09% | +500+4.2% | Added |
| Wealthcare Advisory Partners LLC | 11,795 | $463.3K | 0.01% | +1,413+13.6% | Added |
| Graybill Bartz & Assoc Ltd | 11,342 | $445.5K | 0.14% | +52+0.5% | Added |
| Flagship Harbor Advisors, LLC | 11,115 | $436.6K | 0.02% | 00.0% | Unchanged |
| XTX Topco Ltd | 11,011 | $432.5K | 0.01% | +11,011 | New |
| Commonwealth Financial Services, LLC | 10,997 | $431.9K | 0.07% | +111+1.0% | Added |
| Custom Index Systems, LLC | 10,966 | $430.7K | 0.19% | −217−1.9% | Reduced |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 10,707 | $420.6K | 0.05% | +766+7.7% | Added |
| RFG Advisory, LLC | 10,508 | $412.7K | 0.01% | +2,494+31.1% | Added |
| Bey-Douglas LLC | 10,239 | $402.2K | 0.35% | +1,658+19.3% | Added |
| CI Private Wealth, LLC | 10,212 | $401.1K | 0.00% | +662+6.9% | Added |
| Abel Hall, LLC | 10,000 | $392.8K | 0.08% | 00.0% | Unchanged |
| Leslie Global Wealth, LLC | 9,667 | $379.7K | 0.20% | 00.0% | Unchanged |
| Orca Investment Management, LLC | 9,500 | $373.2K | 0.32% | 00.0% | Unchanged |
| Innova Wealth Partners | 9,481 | $372.4K | 0.18% | +3,120+49.0% | Added |
| Commerce Advisors, LLC | 9,451 | $371.2K | 0.31% | +9,451 | New |
| Simplicity Wealth,LLC | 9,379 | $368.4K | 0.02% | +1,260+15.5% | Added |
| Costello Asset Management, INC | 9,050 | $355.5K | 0.12% | +15+0.2% | Added |
| City Center Advisors, LLC | 8,873 | $348.5K | 0.32% | +620+7.5% | Added |
| Apollon Wealth Management, LLC | 8,803 | $345.8K | 0.01% | −1,981−18.4% | Reduced |
| Virtu Financial LLC | 8,791 | $345.0K | 0.01% | +8,791 | New |
| Resurgent Financial Advisors LLC | 8,393 | $329.7K | 0.12% | +8,393 | New |
| Estate Planners Group, LLC | 8,300 | $326.0K | 0.16% | +2,430+41.4% | Added |
| Benjamin Edwards Inc | 8,291 | $325.7K | 0.00% | +190+2.3% | Added |
| Novak & Powell Financial Services, Inc. | 8,243 | $323.8K | 0.17% | +100+1.2% | Added |
| Peapack Gladstone Financial Corp | 8,150 | $320.0K | 0.00% | 00.0% | Unchanged |
| Savant Capital, LLC | 7,923 | $311.2K | 0.00% | +2,109+36.3% | Added |
| Nwam LLC | 7,912 | $310.8K | 0.02% | 00.0% | Unchanged |
| Balboa Wealth Partners | 7,861 | $308.8K | 0.05% | +225+2.9% | Added |
| Purus Wealth Management, LLC | 7,785 | $305.8K | 0.10% | +545+7.5% | Added |
| Harbour Investments, Inc. | 7,390 | $290.3K | 0.00% | +1,800+32.2% | Added |
| Invesco Ltd. | 7,309 | $287.1K | 0.00% | +892+13.9% | Added |
| ELCO Management Co., LLC | 7,250 | $284.8K | 0.14% | 00.0% | Unchanged |
| RDA Financial Network | 7,119 | $279.6K | 0.07% | +15+0.2% | Added |
| Investors Research Corp | 7,077 | $278.0K | 0.05% | 00.0% | Unchanged |
| Principal Securities, Inc. | 6,927 | $272.1K | 0.00% | +58+0.8% | Added |
| Golden State Equity Partners | 6,897 | $270.9K | 0.02% | +6,897 | New |
| Moors & Cabot, Inc. | 6,617 | $259.9K | 0.01% | 00.0% | Unchanged |
| Allie Family Office LLC | 6,490 | $254.9K | 0.11% | 00.0% | Unchanged |
| Truist Financial Corp | 6,331 | $248.7K | 0.00% | +6,331 | New |
| Ballew Advisors, Inc | 5,934 | $244.2K | 0.14% | +89+1.5% | Added |
| Hilltop Holdings Inc. | 6,210 | $243.9K | 0.02% | +6,210 | New |
| Total Clarity Wealth Management, Inc. | 6,190 | $243.1K | 0.06% | +6,190 | New |
| D.A. Davidson & Co. | 6,146 | $241.4K | 0.00% | +6,146 | New |
| Penbrook Management LLC | 6,125 | $240.6K | 0.18% | +100+1.7% | Added |
| Armor Investment Advisors, LLC | 5,996 | $235.5K | 0.08% | 00.0% | Unchanged |
| Nicolet Bankshares Inc | 5,870 | $233.4K | 0.01% | +5,870 | New |
| Cary Street Partners Financial LLC | 5,837 | $229.3K | 0.01% | −150−2.5% | Reduced |
| Semus Wealth Partners LLC | 5,777 | $226.9K | 0.13% | −173−2.9% | Reduced |
| Concurrent Investment Advisors, LLC | 5,676 | $223.0K | 0.00% | +5,676 | New |
| CoreCap Advisors, LLC | 5,604 | $220.1K | 0.01% | 00.0% | Unchanged |
| Everstar Asset Management, LLC | 5,450 | $214.1K | 0.11% | −200−3.5% | Reduced |
| Keystone Financial Group | 5,420 | $212.9K | 0.01% | +5,420 | New |
| Pinnacle Financial Partners, Inc. | 5,379 | $211.3K | 0.00% | +5,379 | New |
| RMR Capital Management, LLC | 5,373 | $211.1K | 0.15% | +5,373 | New |
| Pinnacle Wealth Management Group, Inc. | 5,350 | $210.1K | 0.10% | +5,350 | New |
| Great Valley Advisor Group, Inc. | 5,260 | $206.6K | 0.00% | +5,260 | New |
| Hilton Head Capital Partners, LLC | 5,215 | $204.8K | 0.12% | 00.0% | Unchanged |
| Foundations Investment Advisors, LLC | 5,120 | $201.1K | 0.00% | +5,120 | New |
| Allworth Financial LP | 5,008 | $196.7K | 0.00% | +517+11.5% | Added |
| IFG Advisory, LLC | 4,568 | $179.4K | 0.51% | +4,568 | New |
| Spire Wealth Management | 4,539 | $178.3K | 0.01% | −6−0.1% | Reduced |
| Geneos Wealth Management Inc. | 4,466 | $175.4K | 0.00% | +1,250+38.9% | Added |
| Creative Financial Designs Inc | 4,142 | $162.7K | 0.01% | +5+0.1% | Added |
| JPMorgan Chase & Co | 4,098 | $160.3K | 0.00% | +542+15.2% | Added |
| Signaturefd, LLC | 4,000 | $157.1K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 3,166 | $124.4K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 3,099 | $121.7K | 0.00% | +1,569+102.5% | Added |
| International Assets Investment Management, LLC | 2,780 | $110.6K | 0.01% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 2,700 | $106.1K | 0.01% | +2,700 | New |
| Assetmark, Inc | 2,449 | $96.2K | 0.00% | +283+13.1% | Added |
| IFP Advisors, Inc | 2,345 | $92.1K | 0.00% | +12+0.5% | Added |
| EverSource Wealth Advisors, LLC | 2,000 | $78.6K | 0.00% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 1,864 | $73.2K | 0.04% | −2,009−51.9% | Reduced |
| Cassaday & Co Wealth Management LLC | 1,858 | $73.0K | 0.00% | +1,858 | New |
| Rockefeller Capital Management L.P. | 1,760 | $69.1K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 1,747 | $68.6K | 0.00% | −547−23.8% | Reduced |
| Centerpoint Advisors, LLC | 1,700 | $67.0K | 0.02% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 1,699 | $66.7K | 0.01% | +25+1.5% | Added |
| Bank of New Hampshire | 1,560 | $61.3K | 0.01% | 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 |