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 |
|---|---|---|---|---|---|
| SG Americas Securities, LLC | 8,095 | $462.0K | 0.01% | +8,095 | New |
| Annex Advisory Services, LLC | 7,513 | $428.6K | 0.02% | +1,055+16.3% | Added |
| Louisiana State Employees Retirement System | 7,500 | $427.8K | 0.01% | −100−1.3% | Reduced |
| Jane Street Group, LLC | 7,463 | $425.7K | 0.00% | +7,463 | New |
| Cerity Partners LLC | 6,915 | $404.1K | 0.00% | +84+1.2% | Added |
| Wells Fargo & Company | 6,992 | $398.9K | 0.00% | +3,752+115.8% | Added |
| Janus Henderson Group PLC | 6,959 | $396.2K | 0.00% | +6,959 | New |
| American Century Companies Inc | 6,995 | $394.7K | 0.00% | +1,311+23.1% | Added |
| Public Employees Retirement Association of Colorado | 6,833 | $390.0K | 0.00% | 00.0% | Unchanged |
| PDT Partners, LLC | 6,793 | $387.5K | 0.05% | +6,793 | New |
| New Hampshire Trust | 6,784 | $387.0K | 0.10% | 00.0% | Unchanged |
| Amalgamated Bank | 6,673 | $381.0K | 0.00% | −576−7.9% | Reduced |
| New York State Teachers Retirement System | 6,641 | $379.0K | 0.00% | −100−1.5% | Reduced |
| Cubist Systematic Strategies, LLC | 6,616 | $377.4K | 0.00% | +6,616 | New |
| KBC Group NV | 6,563 | $374.0K | 0.00% | +5,237+394.9% | Added |
| Guggenheim Capital LLC | 6,419 | $366.1K | 0.00% | +1,483+30.0% | Added |
| Creative Planning | 6,149 | $350.7K | 0.00% | +98+1.6% | Added |
| Signature Wealth Management Partners, LLC | 5,876 | $335.2K | 0.31% | 00.0% | Unchanged |
| LSV Asset Management | 5,800 | $331.0K | 0.00% | 00.0% | Unchanged |
| Winton Group Ltd | 5,564 | $317.4K | 0.02% | −1,095−16.4% | Reduced |
| MKT Advisors LLC | 5,159 | $307.3K | 0.23% | 00.0% | Unchanged |
| Oregon Public Employees Retirement Fund | 5,321 | $303.5K | 0.00% | −10−0.2% | Reduced |
| Watershed Asset Management, L.L.C. | 5,110 | $291.5K | 0.35% | +5,110 | New |
| Shell Asset Management Co | 4,986 | $284.0K | 0.01% | −17−0.3% | Reduced |
| Riverwater Partners LLC | 4,867 | $277.6K | 0.25% | +3+0.1% | Added |
| Meritage Portfolio Management | 4,771 | $272.0K | 0.02% | −164−3.3% | Reduced |
| Virtus Investment Advisers, Inc. | 4,737 | $270.2K | 0.19% | −163−3.3% | Reduced |
| Arizona State Retirement System | 4,647 | $265.1K | 0.00% | +123+2.7% | Added |
| Teachers Retirement System of the State of Kentucky | 4,589 | $261.0K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 4,565 | $260.0K | 0.00% | −435−8.7% | Reduced |
| Mirabella Financial Services LLP | 4,422 | $252.2K | 0.05% | +4,422 | New |
| Pictet Asset Management SA | 4,148 | $236.6K | 0.00% | −28,341−87.2% | Reduced |
| Jump Financial, LLC | 4,079 | $232.7K | 0.01% | +4,079 | New |
| XTX Topco Ltd | 3,964 | $226.1K | 0.05% | +3,964 | New |
| Flputnam Investment Management Co | 3,869 | $220.7K | 0.01% | +3,869 | New |
| Sigma Planning Corp | 3,861 | $220.3K | 0.01% | +3,861 | New |
| ProShare Advisors LLC | 3,842 | $219.1K | 0.00% | +3,842 | New |
| King Wealth | 3,796 | $217.0K | 0.05% | −400−9.5% | Reduced |
| 1620 Investment Advisors, Inc. | 3,748 | $213.8K | 0.26% | +3,748 | New |
| Legato Capital Management LLC | 3,734 | $213.0K | 0.04% | +3,734 | New |
| Centiva Capital, LP | 3,694 | $210.7K | 0.01% | +3,694 | New |
| State Board of Administration of Florida Retirement System | 3,587 | $204.6K | 0.00% | +3,587 | New |
| The PNC Financial Services Group, Inc. | 3,570 | $203.6K | 0.00% | +316+9.7% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 2,757 | $157.3K | 0.00% | +1,593+136.9% | Added |
| WR Wealth Planners, LLC | 2,300 | $131.2K | 0.06% | +2,300 | New |
| Allspring Global Investments Holdings, LLC | 1,980 | $112.9K | 0.00% | +107+5.7% | Added |
| Point72 Asset Management, L.P. | 1,880 | $107.2K | 0.00% | +1,880 | New |
| Benjamin F. Edwards & Company, Inc. | 1,462 | $83.0K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 1,352 | $77.1K | 0.00% | −518−27.7% | Reduced |
| Armstrong Advisory Group, Inc | 1,263 | $72.0K | 0.01% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 1,244 | $71.0K | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 1,210 | $69.0K | 0.01% | +1,210 | New |
| FMR LLC | 1,054 | $60.1K | 0.00% | +386+57.8% | Added |
| State of Wyoming | 1,019 | $58.1K | 0.02% | +1,019 | New |
| Baldwin Brothers Inc | 1,000 | $57.0K | 0.00% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 837 | $47.7K | 0.00% | −115−12.1% | Reduced |
| Vestcor Inc | 573 | $33.0K | 0.00% | −8,409−93.6% | Reduced |
| Jones Financial Companies LLLP | 445 | $25.4K | 0.00% | +445 | New |
| US Bancorp | 429 | $24.5K | 0.00% | +14+3.4% | Added |
| IFP Advisors, Inc | 500 | $24.0K | 0.00% | 00.0% | Unchanged |
| Bank of New Hampshire | 400 | $22.8K | 0.01% | 00.0% | Unchanged |
| Allworth Financial LP | 400 | $22.8K | 0.00% | 00.0% | Unchanged |
| Coastal Capital Group, Inc. | 364 | $20.8K | 0.00% | +4+1.1% | Added |
| Public Employees Retirement System of Ohio | 308 | $18.0K | 0.00% | −6−1.9% | Reduced |
| Piscataqua Savings Bank | 300 | $17.1K | 0.01% | 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 |
| Signaturefd, LLC | 265 | $15.1K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 256 | $14.6K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 202 | $11.5K | 0.00% | +19+10.4% | Added |
| Harbour Investments, Inc. | 200 | $11.4K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 200 | $11.4K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 188 | $10.7K | 0.00% | −19−9.2% | Reduced |
| Cambridge Trust Co | 176 | $10.0K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 170 | $9.00K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 150 | $8.56K | 0.00% | −646−81.2% | Reduced |
| Trust Co of Vermont | 150 | $8.56K | 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 |
| First Horizon Advisors, Inc. | 128 | $7.30K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 79 | $5.00K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 34 | $1.94K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 25 | $1.43K | 0.00% | +9+56.3% | Added |
| ClariVest Asset Management LLC | 20 | $1.00K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 20 | $1.00K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 13 | $742 | 0.00% | +2+18.2% | Added |
| Farther Finance Advisors, LLC | 12 | $684 | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 11 | $627 | 0.00% | −97−89.8% | Reduced |
| Bell Investment Advisors, Inc | 10 | $571 | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 7 | $411 | 0.00% | −4−36.4% | Reduced |
| Bradley Foster & Sargent Inc | 0 | $0 | 0.00% | −20,976−100.0% | Sold out |
| Hudson Valley Investment Advisors Inc | 0 | $0 | 0.00% | −9,464−100.0% | Sold out |
| Ergoteles LLC | 0 | $0 | 0.00% | −8,677−100.0% | Sold out |
| Los Angeles Capital Management LLC | 0 | $0 | 0.00% | −8,138−100.0% | Sold out |
| Lido Advisors, LLC | 0 | $0 | 0.00% | −8,127−100.0% | Sold out |
| Zacks Investment Management | 0 | $0 | 0.00% | −5,955−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −5,873−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −4,312−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −3,800−100.0% | Sold out |
| Sutton Wealth Advisors Inc. | 0 | $0 | 0.00% | −344−100.0% | Sold out |