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, Q1 2023
Institutional positions in Unitil Corp as of Mar 31, 2023. 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
- 190
- +14 vs. Q4 2022
- Shares held
- 11.8M
- +183.3K (+1.6%) vs. Q4 2022
- Total value
- $675.1M
- +$77.3M (+12.9%) vs. Q4 2022
- New holders
- 27
- 60 more added
- Sold out
- 13
- 64 more reduced
3 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2023
Shares, value and share of portfolio for each institution holding Unitil Corp; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Parallel Advisors, LLC | 7 | $411 | 0.00% | −4−36.4% | Reduced |
| Bell Investment Advisors, Inc | 10 | $571 | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 11 | $627 | 0.00% | −97−89.8% | Reduced |
| Farther Finance Advisors, LLC | 12 | $684 | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 13 | $742 | 0.00% | +2+18.2% | Added |
| ClariVest Asset Management LLC | 20 | $1.00K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 20 | $1.00K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 25 | $1.43K | 0.00% | +9+56.3% | Added |
| Parkside Financial Bank & Trust | 34 | $1.94K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 79 | $5.00K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 128 | $7.30K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 142 | $8.10K | 0.00% | −12−7.8% | Reduced |
| HM Payson & Co | 142 | $8.10K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 150 | $8.56K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 150 | $8.56K | 0.00% | −646−81.2% | Reduced |
| Ronald Blue Trust, Inc. | 170 | $9.00K | 0.00% | 00.0% | Unchanged |
| Cambridge Trust Co | 176 | $10.0K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 188 | $10.7K | 0.00% | −19−9.2% | Reduced |
| Harbour Investments, Inc. | 200 | $11.4K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 200 | $11.4K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 202 | $11.5K | 0.00% | +19+10.4% | Added |
| Steward Partners Investment Advisory, LLC | 256 | $14.6K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 265 | $15.1K | 0.00% | 00.0% | Unchanged |
| Ellevest, Inc. | 276 | $15.7K | 0.00% | −145−34.4% | Reduced |
| Federated Hermes, Inc. | 276 | $15.7K | 0.00% | +160+137.9% | Added |
| Piscataqua Savings Bank | 300 | $17.1K | 0.01% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 308 | $18.0K | 0.00% | −6−1.9% | Reduced |
| Coastal Capital Group, Inc. | 364 | $20.8K | 0.00% | +4+1.1% | Added |
| Bank of New Hampshire | 400 | $22.8K | 0.01% | 00.0% | Unchanged |
| Allworth Financial LP | 400 | $22.8K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 500 | $24.0K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 429 | $24.5K | 0.00% | +14+3.4% | Added |
| Jones Financial Companies LLLP | 445 | $25.4K | 0.00% | +445 | New |
| Vestcor Inc | 573 | $33.0K | 0.00% | −8,409−93.6% | Reduced |
| Metropolitan Life Insurance Co | 837 | $47.7K | 0.00% | −115−12.1% | Reduced |
| Baldwin Brothers Inc | 1,000 | $57.0K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 1,019 | $58.1K | 0.02% | +1,019 | New |
| FMR LLC | 1,054 | $60.1K | 0.00% | +386+57.8% | Added |
| Focused Wealth Management, Inc | 1,210 | $69.0K | 0.01% | +1,210 | New |
| Ameritas Investment Partners, Inc. | 1,244 | $71.0K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 1,263 | $72.0K | 0.01% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 1,352 | $77.1K | 0.00% | −518−27.7% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 1,462 | $83.0K | 0.00% | 00.0% | Unchanged |
| Point72 Asset Management, L.P. | 1,880 | $107.2K | 0.00% | +1,880 | New |
| Allspring Global Investments Holdings, LLC | 1,980 | $112.9K | 0.00% | +107+5.7% | Added |
| WR Wealth Planners, LLC | 2,300 | $131.2K | 0.06% | +2,300 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 2,757 | $157.3K | 0.00% | +1,593+136.9% | Added |
| The PNC Financial Services Group, Inc. | 3,570 | $203.6K | 0.00% | +316+9.7% | Added |
| State Board of Administration of Florida Retirement System | 3,587 | $204.6K | 0.00% | +3,587 | New |
| Centiva Capital, LP | 3,694 | $210.7K | 0.01% | +3,694 | New |
| Legato Capital Management LLC | 3,734 | $213.0K | 0.04% | +3,734 | New |
| 1620 Investment Advisors, Inc. | 3,748 | $213.8K | 0.26% | +3,748 | New |
| King Wealth | 3,796 | $217.0K | 0.05% | −400−9.5% | Reduced |
| ProShare Advisors LLC | 3,842 | $219.1K | 0.00% | +3,842 | New |
| Sigma Planning Corp | 3,861 | $220.3K | 0.01% | +3,861 | New |
| Flputnam Investment Management Co | 3,869 | $220.7K | 0.01% | +3,869 | New |
| XTX Topco Ltd | 3,964 | $226.1K | 0.05% | +3,964 | New |
| Jump Financial, LLC | 4,079 | $232.7K | 0.01% | +4,079 | New |
| Pictet Asset Management SA | 4,148 | $236.6K | 0.00% | −28,341−87.2% | Reduced |
| Mirabella Financial Services LLP | 4,422 | $252.2K | 0.05% | +4,422 | New |
| Nisa Investment Advisors, LLC | 4,565 | $260.0K | 0.00% | −435−8.7% | Reduced |
| Teachers Retirement System of the State of Kentucky | 4,589 | $261.0K | 0.00% | 00.0% | Unchanged |
| Arizona State Retirement System | 4,647 | $265.1K | 0.00% | +123+2.7% | Added |
| Virtus Investment Advisers, Inc. | 4,737 | $270.2K | 0.19% | −163−3.3% | Reduced |
| Meritage Portfolio Management | 4,771 | $272.0K | 0.02% | −164−3.3% | Reduced |
| Riverwater Partners LLC | 4,867 | $277.6K | 0.25% | +3+0.1% | Added |
| Shell Asset Management Co | 4,986 | $284.0K | 0.01% | −17−0.3% | Reduced |
| Watershed Asset Management, L.L.C. | 5,110 | $291.5K | 0.35% | +5,110 | New |
| Oregon Public Employees Retirement Fund | 5,321 | $303.5K | 0.00% | −10−0.2% | Reduced |
| MKT Advisors LLC | 5,159 | $307.3K | 0.23% | 00.0% | Unchanged |
| Winton Group Ltd | 5,564 | $317.4K | 0.02% | −1,095−16.4% | Reduced |
| LSV Asset Management | 5,800 | $331.0K | 0.00% | 00.0% | Unchanged |
| Signature Wealth Management Partners, LLC | 5,876 | $335.2K | 0.31% | 00.0% | Unchanged |
| Creative Planning | 6,149 | $350.7K | 0.00% | +98+1.6% | Added |
| Guggenheim Capital LLC | 6,419 | $366.1K | 0.00% | +1,483+30.0% | Added |
| KBC Group NV | 6,563 | $374.0K | 0.00% | +5,237+394.9% | Added |
| Cubist Systematic Strategies, LLC | 6,616 | $377.4K | 0.00% | +6,616 | New |
| New York State Teachers Retirement System | 6,641 | $379.0K | 0.00% | −100−1.5% | Reduced |
| Amalgamated Bank | 6,673 | $381.0K | 0.00% | −576−7.9% | Reduced |
| New Hampshire Trust | 6,784 | $387.0K | 0.10% | 00.0% | Unchanged |
| PDT Partners, LLC | 6,793 | $387.5K | 0.05% | +6,793 | New |
| Public Employees Retirement Association of Colorado | 6,833 | $390.0K | 0.00% | 00.0% | Unchanged |
| American Century Companies Inc | 6,995 | $394.7K | 0.00% | +1,311+23.1% | Added |
| Janus Henderson Group PLC | 6,959 | $396.2K | 0.00% | +6,959 | New |
| Wells Fargo & Company | 6,992 | $398.9K | 0.00% | +3,752+115.8% | Added |
| Cerity Partners LLC | 6,915 | $404.1K | 0.00% | +84+1.2% | Added |
| Jane Street Group, LLC | 7,463 | $425.7K | 0.00% | +7,463 | New |
| Louisiana State Employees Retirement System | 7,500 | $427.8K | 0.01% | −100−1.3% | Reduced |
| Annex Advisory Services, LLC | 7,513 | $428.6K | 0.02% | +1,055+16.3% | Added |
| SG Americas Securities, LLC | 8,095 | $462.0K | 0.01% | +8,095 | New |
| Price T Rowe Associates Inc | 8,198 | $468.0K | 0.00% | +268+3.4% | Added |
| Ellsworth Advisors, LLC | 8,300 | $473.4K | 0.17% | +275+3.4% | Added |
| MetLife Investment Management | 8,412 | $479.8K | 0.00% | 00.0% | Unchanged |
| New York Life Investment Management LLC | 8,422 | $480.4K | 0.01% | −2,951−25.9% | Reduced |
| Engineers Gate Manager LP | 8,567 | $488.7K | 0.02% | +8,567 | New |
| American International Group, Inc. | 8,685 | $495.4K | 0.00% | +38+0.4% | Added |
| ExodusPoint Capital Management, LP | 8,891 | $507.0K | 0.01% | +8,891 | New |
| HSBC Holdings PLC | 9,091 | $512.3K | 0.00% | +9,091 | New |
| Jupiter Asset Management Ltd | 9,138 | $520.1K | 0.01% | 00.0% | Unchanged |
| Victory Capital Management Inc | 9,325 | $531.9K | 0.00% | −186,618−95.2% | Reduced |