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 2022
Institutional positions in Unitil Corp as of Dec 31, 2022. 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
- 179
- +5 vs. Q3 2022
- Shares held
- 11.9M
- −76.2K (−0.6%) vs. Q3 2022
- Total value
- $612.2M
- +$54.9M (+9.8%) vs. Q3 2022
- New holders
- 21
- 56 more added
- Sold out
- 16
- 63 more reduced
3 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2022: 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 2022
Shares, value and share of portfolio for each institution holding Unitil Corp; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Covestor Ltd | 1 | $0 | 0.00% | +1 | New |
| Comerica Securities,inc. | 3 | $154 | 0.00% | +3 | New |
| Bell Investment Advisors, Inc | 10 | $514 | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 11 | $565 | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 11 | $573 | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 12 | $616 | 0.00% | +12 | New |
| CWM, LLC | 20 | $1.00K | 0.00% | −16−44.4% | Reduced |
| ClariVest Asset Management LLC | 20 | $1.00K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 16 | $1.00K | 0.00% | +16 | New |
| Parkside Financial Bank & Trust | 34 | $1.75K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 47 | $2.41K | 0.00% | +47 | New |
| Bessemer Group Inc | 79 | $4.00K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 108 | $5.55K | 0.00% | −5−4.4% | Reduced |
| Federated Hermes, Inc. | 116 | $5.96K | 0.00% | +116 | New |
| First Horizon Advisors, Inc. | 128 | $6.57K | 0.00% | −31−19.5% | Reduced |
| HM Payson & Co | 142 | $7.29K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 150 | $7.70K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 154 | $7.91K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 170 | $8.00K | 0.00% | +85+100.0% | Added |
| Cambridge Trust Co | 176 | $9.00K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 183 | $9.40K | 0.00% | −250−57.7% | Reduced |
| Tower Research Capital LLC (TRC) | 200 | $10.0K | 0.00% | −12,620−98.4% | Reduced |
| Harbour Investments, Inc. | 200 | $10.3K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 200 | $10.3K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 207 | $10.6K | 0.00% | −3−1.4% | Reduced |
| Steward Partners Investment Advisory, LLC | 256 | $13.1K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 265 | $13.6K | 0.00% | −62−19.0% | Reduced |
| Piscataqua Savings Bank | 300 | $15.4K | 0.01% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 314 | $16.0K | 0.00% | −781−71.3% | Reduced |
| Coastal Capital Group, Inc. | 360 | $16.7K | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 344 | $17.7K | 0.01% | 00.0% | Unchanged |
| Allworth Financial LP | 400 | $20.5K | 0.00% | 00.0% | Unchanged |
| Bank of New Hampshire | 400 | $21.0K | 0.01% | 00.0% | Unchanged |
| US Bancorp | 415 | $21.3K | 0.00% | −299−41.9% | Reduced |
| Ellevest, Inc. | 421 | $21.6K | 0.00% | +34+8.8% | Added |
| IFP Advisors, Inc | 500 | $24.0K | 0.00% | −32−6.0% | Reduced |
| GWM Advisors LLC | 796 | $30.6K | 0.00% | +796 | New |
| FMR LLC | 668 | $34.3K | 0.00% | −74−10.0% | Reduced |
| Metropolitan Life Insurance Co | 952 | $48.9K | 0.00% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 1,000 | $51.4K | 0.00% | +1,000 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 1,164 | $59.8K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 1,244 | $64.2K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 1,263 | $64.9K | 0.01% | +1,263 | New |
| KBC Group NV | 1,326 | $68.0K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 1,462 | $75.0K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 1,870 | $96.0K | 0.00% | +1,870 | New |
| Allspring Global Investments Holdings, LLC | 1,873 | $96.2K | 0.00% | −37,502−95.2% | Reduced |
| Wells Fargo & Company | 3,240 | $166.4K | 0.00% | −1,467−31.2% | Reduced |
| The PNC Financial Services Group, Inc. | 3,254 | $167.1K | 0.00% | +1,409+76.4% | Added |
| Aquatic Capital Management LLC | 3,800 | $195.0K | 0.01% | +2,000+111.1% | Added |
| Susquehanna International Group, LLP | 4,173 | $214.3K | 0.00% | −333−7.4% | Reduced |
| King Wealth | 4,196 | $216.0K | 0.05% | +4,196 | New |
| Tudor Investment Corp Et Al | 4,312 | $221.0K | 0.01% | −3,492−44.7% | Reduced |
| Arizona State Retirement System | 4,524 | $232.4K | 0.00% | +168+3.9% | Added |
| Teachers Retirement System of the State of Kentucky | 4,589 | $236.0K | 0.00% | 00.0% | Unchanged |
| Riverwater Partners LLC | 4,864 | $249.8K | 0.21% | +25+0.5% | Added |
| Virtus Investment Advisers, Inc. | 4,900 | $251.7K | 0.17% | 00.0% | Unchanged |
| Meritage Portfolio Management | 4,935 | $253.0K | 0.02% | +390+8.6% | Added |
| Guggenheim Capital LLC | 4,936 | $253.5K | 0.00% | +4,936 | New |
| Shell Asset Management Co | 5,003 | $257.0K | 0.01% | −1,027−17.0% | Reduced |
| Nisa Investment Advisors, LLC | 5,000 | $257.0K | 0.00% | 00.0% | Unchanged |
| MKT Advisors LLC | 5,159 | $270.5K | 0.20% | 00.0% | Unchanged |
| Oregon Public Employees Retirement Fund | 5,331 | $273.8K | 0.00% | +35+0.7% | Added |
| BNP Paribas Arbitrage, SA | 5,488 | $281.9K | 0.00% | −5,155−48.4% | Reduced |
| American Century Companies Inc | 5,684 | $291.9K | 0.00% | +863+17.9% | Added |
| LSV Asset Management | 5,800 | $298.0K | 0.00% | +5,800 | New |
| Squarepoint Ops LLC | 5,873 | $301.6K | 0.00% | +5,873 | New |
| Signature Wealth Management Partners, LLC | 5,876 | $301.8K | 0.30% | 00.0% | Unchanged |
| HRT Financial LP | 5,932 | $304.0K | 0.00% | −11,141−65.3% | Reduced |
| Zacks Investment Management | 5,955 | $305.8K | 0.00% | −782−11.6% | Reduced |
| Creative Planning | 6,051 | $310.8K | 0.00% | +6,051 | New |
| Annex Advisory Services, LLC | 6,458 | $331.7K | 0.02% | +2,056+46.7% | Added |
| Winton Group Ltd | 6,659 | $342.0K | 0.02% | −1,672−20.1% | Reduced |
| New York State Teachers Retirement System | 6,741 | $346.0K | 0.00% | +100+1.5% | Added |
| New Hampshire Trust | 6,784 | $348.4K | 0.09% | +6,784 | New |
| Cerity Partners LLC | 6,831 | $350.7K | 0.00% | +45+0.7% | Added |
| Public Employees Retirement Association of Colorado | 6,833 | $351.0K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 7,249 | $372.0K | 0.00% | +48+0.7% | Added |
| Louisiana State Employees Retirement System | 7,600 | $390.0K | 0.01% | −100−1.3% | Reduced |
| Price T Rowe Associates Inc | 7,930 | $407.0K | 0.00% | −1,595−16.7% | Reduced |
| Ellsworth Advisors, LLC | 8,025 | $412.3K | 0.15% | +38+0.5% | Added |
| Lido Advisors, LLC | 8,127 | $417.4K | 0.01% | +732+9.9% | Added |
| Los Angeles Capital Management LLC | 8,138 | $418.0K | 0.00% | +106+1.3% | Added |
| MetLife Investment Management | 8,412 | $432.0K | 0.00% | −766−8.3% | Reduced |
| American International Group, Inc. | 8,647 | $444.1K | 0.00% | −69−0.8% | Reduced |
| Ergoteles LLC | 8,677 | $445.7K | 0.02% | +8,677 | New |
| Man Group plc | 8,908 | $457.5K | 0.00% | −2,403−21.2% | Reduced |
| Vestcor Inc | 8,982 | $461.0K | 0.02% | +8,409+1,467.5% | Added |
| Jupiter Asset Management Ltd | 9,138 | $469.0K | 0.01% | −363−3.8% | Reduced |
| Janney Montgomery Scott LLC | 9,424 | $484.0K | 0.00% | +1,132+13.7% | Added |
| Hudson Valley Investment Advisors Inc | 9,464 | $486.1K | 0.07% | 00.0% | Unchanged |
| Teacher Retirement System of Texas | 9,635 | $495.0K | 0.00% | +1,888+24.4% | Added |
| Comerica Bank | 9,482 | $503.0K | 0.00% | −2,715−22.3% | Reduced |
| Commonwealth Equity Services, LLC | 10,007 | $513.0K | 0.00% | +9+0.1% | Added |
| Rockefeller Capital Management L.P. | 10,009 | $513.0K | 0.00% | +6+0.1% | Added |
| Citigroup Inc | 10,209 | $524.3K | 0.00% | +2,015+24.6% | Added |
| Bank of Montreal | 10,323 | $534.8K | 0.00% | −489−4.5% | Reduced |
| Maryland State Retirement & Pension System | 10,508 | $539.7K | 0.02% | +10,508 | New |
| Texas Permanent School Fund | 10,784 | $554.0K | 0.01% | −752−6.5% | Reduced |
| HighTower Advisors, LLC | 10,728 | $558.0K | 0.00% | +10,728 | New |