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 |
|---|---|---|---|---|---|
| North Star Investment Management Corp. | 1,450 | $57.0K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 1,440 | $56.6K | 0.01% | 00.0% | Unchanged |
| Larson Financial Group LLC | 1,420 | $55.8K | 0.00% | −22−1.5% | Reduced |
| Salem Investment Counselors Inc | 1,346 | $52.9K | 0.00% | +1,346 | New |
| Keating Financial Advisory Services, Inc. | 1,042 | $40.9K | 0.01% | +10+1.0% | Added |
| TD Waterhouse Canada Inc. | 1,000 | $39.5K | 0.00% | +1,000 | New |
| Private Trust Co NA | 1,000 | $39.3K | 0.00% | 00.0% | Unchanged |
| Osbon Capital Management LLC | 992 | $39.0K | 0.03% | +992 | New |
| Paladin Partners, LLC | 969 | $38.1K | 0.03% | 00.0% | Unchanged |
| West Branch Capital LLC | 853 | $33.5K | 0.01% | +10+1.2% | Added |
| Caldwell Trust Co | 825 | $32.4K | 0.00% | 00.0% | Unchanged |
| Webster Bank, N. A. | 744 | $29.2K | 0.00% | −251−25.2% | Reduced |
| Quest 10 Wealth Builders, Inc. | 687 | $27.0K | 0.02% | 00.0% | Unchanged |
| Atlantic Union Bankshares Corp | 625 | $24.6K | 0.00% | +499+396.0% | Added |
| Hilltop National Bank | 590 | $23.2K | 0.01% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 580 | $23.1K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 574 | $22.5K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 554 | $21.8K | 0.00% | 00.0% | Unchanged |
| Medallion Wealth Advisors, LLC | 500 | $19.6K | 0.01% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 485 | $19.1K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 395 | $15.5K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 358 | $14.1K | 0.00% | 00.0% | Unchanged |
| Resources Management Corp | 356 | $14.0K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 320 | $12.6K | 0.00% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 300 | $11.8K | 0.00% | 00.0% | Unchanged |
| Gilpin Wealth Management, LLC | 297 | $11.7K | 0.01% | 00.0% | Unchanged |
| Alerus Financial NA | 267 | $10.5K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 266 | $10.5K | 0.00% | +4+1.5% | 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 |
| Morton Brown Family Wealth, LLC | 160 | $6.28K | 0.00% | +3+1.9% | Added |
| Roble, Belko & Company, Inc | 124 | $5.00K | 0.00% | +2+1.6% | Added |
| 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 |
| DHJJ Financial Advisors, Ltd. | 98 | $3.85K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 75 | $2.95K | 0.00% | +75 | New |
| Tower Research Capital LLC (TRC) | 3 | $118 | 0.00% | −4−57.1% | Reduced |
| IMG Wealth Management, Inc. | 1 | $42 | 0.00% | −202−99.5% | Reduced |
| Huntington National Bank | – | $39 | 0.00% | – | – |
| Western Wealth Management, LLC | 7,537 | – | – | −585−7.2% | Reduced |
| Cornerstone Advisors, LLC | 0 | $0 | 0.00% | −294,426−100.0% | Sold out |
| J.W. Cole Advisors, Inc. | 0 | $0 | 0.00% | −358,292−100.0% | Sold out |
| Kovack Advisors, Inc. | 0 | $0 | 0.00% | −24,665−100.0% | Sold out |
| Oakworth Capital, Inc. | 0 | $0 | 0.00% | −9,000−100.0% | Sold out |
| SageView Advisory Group, LLC | 0 | $0 | 0.00% | −8,272−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −7,579−100.0% | Sold out |
| Thompson David Blair | 0 | $0 | 0.00% | −5,553−100.0% | Sold out |
| Wall Street Access Asset Management, LLC | 0 | $0 | 0.00% | −4,411−100.0% | Sold out |
| Laurel Wealth Advisors LLC | 0 | $0 | 0.00% | −2,500−100.0% | Sold out |
| Cornerstone Planning Group LLC | 0 | $0 | 0.00% | −1,964−100.0% | Sold out |
| American National Bank | 0 | $0 | 0.00% | −850−100.0% | Sold out |
| National Bank of Canada | 0 | $0 | 0.00% | −540−100.0% | Sold out |
| Root Financial Partners, LLC | 0 | $0 | 0.00% | −383−100.0% | Sold out |
| Glen Eagle Advisors, LLC | 0 | $0 | 0.00% | −300−100.0% | Sold out |
| Hantz Financial Services, Inc. | 0 | $0 | 0.00% | −278−100.0% | Sold out |
| IFC & Insurance Marketing, Inc. | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Rhumbline Advisers | 0 | $0 | 0.00% | −108−100.0% | Sold out |
| Essential Partners LLC | 0 | $0 | 0.00% | −54−100.0% | Sold out |
| Versant Capital Management, Inc | 0 | $0 | 0.00% | −29−100.0% | Sold out |
| FMR LLC | 0 | $0 | 0.00% | −20−100.0% | Sold out |
| Russell Investments Group, Ltd. | 0 | $0 | 0.00% | −3−100.0% | Sold out |
| Edge Financial Advisors LLC | – | – | – | – | Not filed |
| Comerica Bank | – | – | – | – | Not filed |
| ORG Partners LLC | – | – | – | – | Not filed |
| Global Retirement Partners, LLC | – | – | – | – | Not filed |
| CIBC Private Wealth Group, LLC | – | – | – | – | Not filed |
| Motiv8 Investments LLC | – | – | – | – | Not filed |