Unitil Corp
UTL- Exchange
- NYSE
- Industry
- Electric & Other Services Combined
- SEC CIK
- 0000755001
No open-market purchases or sales by Unitil Corp insiders were filed in the last 90 days; 245 institutions reported holding it in 13F filings for Q2 2026, worth $808.9M in total; no superinvestor holds it.
13F holders, Q4 2021
Institutional positions in Unitil Corp as of Dec 31, 2021. 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
- 165
- +8 vs. Q3 2021
- Shares held
- 11.6M
- −161.2K (−1.4%) vs. Q3 2021
- Total value
- $532.5M
- +$29.4M (+5.8%) vs. Q3 2021
- New holders
- 22
- 62 more added
- Sold out
- 14
- 49 more reduced
2 institutions that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2021: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting UTL 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 | 245 | $808.9M |
| Q1 2026 | 238 | $768.6M |
| Q4 2025 | 217 | $715.5M |
| Q3 2025 | 217 | $696.6M |
| Q2 2025 | 220 | $683.5M |
| Q1 2025 | 224 | $733.7M |
| Q4 2024 | 206 | $694.2M |
| Q3 2024 | 213 | $772.5M |
| Q2 2024 | 200 | $638.9M |
| Q1 2024 | 187 | $641.4M |
| Q4 2023 | 182 | $651.7M |
| Q3 2023 | 171 | $515.1M |
| Q2 2023 | 180 | $615.0M |
| Q1 2023 | 190 | $675.1M |
| Q4 2022 | 179 | $612.2M |
| Q3 2022 | 177 | $557.7M |
| Q2 2022 | 176 | $722.0M |
| Q1 2022 | 176 | $588.4M |
| Q4 2021 | 165 | $532.5M |
| Q3 2021 | 159 | $503.2M |
| Q2 2021 | 154 | $601.6M |
| Q1 2021 | 137 | $481.5M |
Institutions, Q4 2021
Shares, value and share of portfolio for each institution holding Unitil Corp; share changes are against Q3 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Oppenheimer & Co Inc | 6,925 | $318.0K | 0.01% | 00.0% | Unchanged |
| Public Employees Retirement Association of Colorado | 6,833 | $314.0K | 0.00% | 00.0% | Unchanged |
| Maryland State Retirement & Pension System | 6,284 | $289.0K | 0.01% | +284+4.7% | Added |
| New York State Teachers Retirement System | 6,241 | $287.0K | 0.00% | +500+8.7% | Added |
| Oregon Public Employees Retirement Fund | 6,196 | $285.0K | 0.00% | +101+1.7% | Added |
| Canada Pension Plan Investment Board | 6,000 | $276.0K | 0.00% | +6,000 | New |
| Allianz Asset Management GmbH | 5,898 | $271.0K | 0.00% | −30−0.5% | Reduced |
| Signature Wealth Management Partners, LLC | 5,877 | $270.0K | 0.23% | 00.0% | Unchanged |
| MetLife Investment Management | 5,823 | $267.8K | 0.00% | 00.0% | Unchanged |
| MKT Advisors LLC | 5,159 | $235.0K | 0.18% | +5,159 | New |
| Pitcairn Co | 4,933 | $227.0K | 0.01% | −22−0.4% | Reduced |
| State of Tennessee, Treasury Department | 4,907 | $226.0K | 0.00% | 00.0% | Unchanged |
| LPL Financial LLC | 4,831 | $222.0K | 0.00% | +4,831 | New |
| Metropolitan Life Insurance Co | 4,450 | $204.7K | 0.00% | 00.0% | Unchanged |
| Teachers Retirement System of the State of Kentucky | 4,300 | $198.0K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 2,600 | $122.0K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 2,280 | $105.0K | 0.00% | −879−27.8% | Reduced |
| Mutual of America Capital Management LLC | 2,183 | $100.0K | 0.00% | +70+3.3% | Added |
| Ellevest, Inc. | 1,583 | $73.0K | 0.01% | +1,567+9,793.8% | Added |
| Benjamin F. Edwards & Company, Inc. | 1,462 | $67.0K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 1,244 | $57.0K | 0.00% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 1,164 | $54.0K | 0.00% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 1,178 | $54.0K | 0.00% | +64+5.7% | Added |
| American Research & Management Co. | 1,000 | $46.0K | 0.01% | 00.0% | Unchanged |
| Captrust Financial Advisors | 787 | $36.0K | 0.00% | −160−16.9% | Reduced |
| NEXT Financial Group, Inc | 766 | $35.0K | 0.00% | 00.0% | Unchanged |
| Quantbot Technologies LP | 678 | $31.0K | 0.00% | −900−57.0% | Reduced |
| Eaton Vance Management | 652 | $30.0K | 0.00% | +350+115.9% | Added |
| Vestcor Inc | 573 | $26.0K | 0.00% | −425−42.6% | Reduced |
| First Horizon Advisors, Inc. | 542 | $24.0K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 468 | $22.0K | 0.00% | +468 | New |
| Charter Oak Capital Management, LLC | 388 | $18.0K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 390 | $18.0K | 0.01% | +390 | New |
| Signaturefd, LLC | 360 | $17.0K | 0.00% | −219−37.8% | Reduced |
| Coastal Capital Group, Inc. | 355 | $16.0K | 0.00% | +3+0.9% | Added |
| Sutton Wealth Advisors Inc. | 336 | $15.5K | 0.01% | +112+50.0% | Added |
| Piscataqua Savings Bank | 300 | $14.0K | 0.01% | 00.0% | Unchanged |
| Washington Trust Co | 300 | $14.0K | 0.00% | +300 | New |
| Tower Research Capital LLC (TRC) | 293 | $13.0K | 0.00% | −6,897−95.9% | Reduced |
| Global Wealth Management Investment Advisory, Inc. | 280 | $13.0K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 256 | $12.0K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 231 | $11.0K | 0.00% | +91+65.0% | Added |
| Harbour Investments, Inc. | 200 | $9.00K | 0.00% | −1,176−85.5% | Reduced |
| Allworth Financial LP | 195 | $9.00K | 0.00% | +195 | New |
| Beaird Harris Wealth Management, LLC | 200 | $9.00K | 0.00% | +200 | New |
| Cambridge Trust Co | 176 | $8.00K | 0.00% | +176 | New |
| HM Payson & Co | 142 | $7.00K | 0.00% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 156 | $7.00K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 150 | $7.00K | 0.00% | +150 | New |
| Fuller & Thaler Asset Management, Inc. | 100 | $5.00K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 99 | $5.00K | 0.00% | +95+2,375.0% | Added |
| Howe & Rusling Inc | 78 | $4.00K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 94 | $4.00K | 0.00% | +74+370.0% | Added |
| Bessemer Group Inc | 85 | $4.00K | 0.00% | +85 | New |
| Tarbox Family Office, Inc. | 79 | $4.00K | 0.00% | +79 | New |
| Quadrant Capital Group LLC | 56 | $3.00K | 0.00% | 00.0% | Unchanged |
| Private Capital Group, LLC | 44 | $2.00K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 47 | $2.00K | 0.00% | +47 | New |
| Versant Capital Management, Inc | 17 | $1.00K | 0.00% | −66−79.5% | Reduced |
| IFP Advisors, Inc | 32 | $1.00K | 0.00% | −30−48.4% | Reduced |
| Covestor Ltd | 13 | $1.00K | 0.00% | +13 | New |
| Raffa Wealth Management, LLC | 21 | $966 | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 5 | $0 | 0.00% | −30−85.7% | Reduced |
| Johnson Financial Group, Inc. | 3 | $0 | 0.00% | −3−50.0% | Reduced |
| Toronto Dominion Bank | 2 | $0 | 0.00% | +2 | New |
| Caisse de Depot Et Placement du Quebec | 0 | $0 | 0.00% | −173,600−100.0% | Sold out |
| State of New Jersey Common Pension Fund D | 0 | $0 | 0.00% | −53,060−100.0% | Sold out |
| Russell Investments Group, Ltd. | 0 | $0 | 0.00% | −35,075−100.0% | Sold out |
| Healthcare of Ontario Pension Plan Trust Fund | 0 | $0 | 0.00% | −26,800−100.0% | Sold out |
| SG Americas Securities, LLC | 0 | $0 | 0.00% | −26,235−100.0% | Sold out |
| Caas Capital Management LP | 0 | $0 | 0.00% | −24,348−100.0% | Sold out |
| Millennium Management LLC | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −7,028−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −5,054−100.0% | Sold out |
| Arkadios Wealth Advisors | 0 | $0 | 0.00% | −750−100.0% | Sold out |
| Eagle Bay Advisors LLC | 0 | $0 | 0.00% | −400−100.0% | Sold out |
| Liberty Wealth Management LLC | 0 | $0 | 0.00% | −330−100.0% | Sold out |
| Lindbrook Capital, LLC | 0 | $0 | 0.00% | −54−100.0% | Sold out |
| Meeder Asset Management Inc | 0 | $0 | 0.00% | −10−100.0% | Sold out |
| Heritage Wealth Management, LLC | – | – | – | – | Not filed |
| Berman Capital Advisors, LLC | – | – | – | – | Not filed |