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, Q2 2023
Institutional positions in Unitil Corp as of Jun 30, 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
- 180
- −10 vs. Q1 2023
- Shares held
- 12.1M
- +302.7K (+2.6%) vs. Q1 2023
- Total value
- $615.0M
- −$60.0M (−8.9%) vs. Q1 2023
- New holders
- 12
- 69 more added
- Sold out
- 22
- 57 more reduced
Compare with Q1 2023: 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, Q2 2023
Shares, value and share of portfolio for each institution holding Unitil Corp; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Covestor Ltd | 2 | $0 | 0.00% | +2 | New |
| Bell Investment Advisors, Inc | 10 | $508 | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 12 | $609 | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 12 | $624 | 0.00% | +5+71.4% | Added |
| Farmers & Merchants Investments Inc | 13 | $659 | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 20 | $1.00K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 25 | $1.27K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 26 | $1.32K | 0.00% | +15+136.4% | Added |
| Parkside Financial Bank & Trust | 34 | $1.73K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 36 | $1.83K | 0.00% | +36 | New |
| Bessemer Group Inc | 79 | $4.00K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 100 | $5.07K | 0.00% | −100−50.0% | Reduced |
| First Horizon Advisors, Inc. | 128 | $6.49K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 142 | $7.20K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 142 | $7.20K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 150 | $7.61K | 0.00% | 00.0% | Unchanged |
| Cambridge Trust Co | 176 | $8.93K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 170 | $10.0K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 198 | $10.1K | 0.00% | +48+32.0% | Added |
| Harbour Investments, Inc. | 200 | $10.1K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 200 | $10.1K | 0.00% | +12+6.4% | Added |
| West Tower Group, LLC | 205 | $10.4K | 0.01% | +205 | New |
| Quadrant Capital Group LLC | 226 | $11.5K | 0.00% | +24+11.9% | Added |
| Signaturefd, LLC | 227 | $11.5K | 0.00% | −38−14.3% | Reduced |
| Steward Partners Investment Advisory, LLC | 256 | $13.0K | 0.00% | 00.0% | Unchanged |
| Global Wealth Management Investment Advisory, Inc. | 280 | $14.2K | 0.00% | +280 | New |
| Public Employees Retirement System of Ohio | 305 | $15.0K | 0.00% | −3−1.0% | Reduced |
| Piscataqua Savings Bank | 300 | $15.2K | 0.01% | 00.0% | Unchanged |
| US Bancorp | 301 | $15.3K | 0.00% | −128−29.8% | Reduced |
| Coastal Capital Group, Inc. | 366 | $18.6K | 0.00% | +2+0.5% | Added |
| Tower Research Capital LLC (TRC) | 392 | $19.9K | 0.00% | −15,732−97.6% | Reduced |
| Allworth Financial LP | 400 | $20.3K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 501 | $24.0K | 0.00% | +1+0.2% | Added |
| CWM, LLC | 524 | $27.0K | 0.00% | +504+2,520.0% | Added |
| Federated Hermes, Inc. | 598 | $30.3K | 0.00% | +322+116.7% | Added |
| Quantbot Technologies LP | 609 | $30.9K | 0.00% | +609 | New |
| Metropolitan Life Insurance Co | 837 | $42.4K | 0.00% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 1,000 | $50.7K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 1,054 | $53.5K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 1,215 | $61.6K | 0.02% | +196+19.2% | Added |
| Ameritas Investment Partners, Inc. | 1,244 | $63.1K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 1,263 | $64.0K | 0.01% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 1,462 | $74.0K | 0.00% | 00.0% | Unchanged |
| Aquatic Capital Management LLC | 1,800 | $91.0K | 0.00% | +1,800 | New |
| Amundi | 1,985 | $101.0K | 0.00% | +1,985 | New |
| WR Wealth Planners, LLC | 2,300 | $116.6K | 0.05% | 00.0% | Unchanged |
| Steward Financial Group LLC | 2,425 | $122.0K | 0.04% | +2,425 | New |
| Nisa Investment Advisors, LLC | 2,590 | $131.3K | 0.00% | −1,975−43.3% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 2,757 | $139.8K | 0.00% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 2,839 | $144.0K | 0.00% | +859+43.4% | Added |
| The PNC Financial Services Group, Inc. | 3,598 | $182.5K | 0.00% | +28+0.8% | Added |
| ProShare Advisors LLC | 4,033 | $204.5K | 0.00% | +191+5.0% | Added |
| Guggenheim Capital LLC | 4,341 | $220.1K | 0.00% | −2,078−32.4% | Reduced |
| Arizona State Retirement System | 4,517 | $229.1K | 0.00% | −130−2.8% | Reduced |
| State Board of Administration of Florida Retirement System | 4,527 | $229.6K | 0.00% | +940+26.2% | Added |
| Watershed Asset Management, L.L.C. | 4,538 | $230.1K | 0.29% | −572−11.2% | Reduced |
| Virtus Investment Advisers, Inc. | 4,737 | $240.2K | 0.16% | 00.0% | Unchanged |
| Riverwater Partners LLC | 4,867 | $246.8K | 0.22% | 00.0% | Unchanged |
| Teachers Retirement System of the State of Kentucky | 4,870 | $247.0K | 0.00% | +281+6.1% | Added |
| Shell Asset Management Co | 4,958 | $251.0K | 0.01% | −28−0.6% | Reduced |
| Pictet Asset Management SA | 4,972 | $252.1K | 0.00% | +824+19.9% | Added |
| Oregon Public Employees Retirement Fund | 4,978 | $252.4K | 0.00% | −343−6.4% | Reduced |
| MKT Advisors LLC | 5,159 | $268.5K | 0.19% | 00.0% | Unchanged |
| Victory Capital Management Inc | 5,470 | $277.4K | 0.00% | −3,855−41.3% | Reduced |
| Meritage Portfolio Management | 5,698 | $289.0K | 0.02% | +927+19.4% | Added |
| LSV Asset Management | 5,800 | $294.0K | 0.00% | 00.0% | Unchanged |
| Signature Wealth Management Partners, LLC | 5,876 | $298.0K | 0.28% | 00.0% | Unchanged |
| Creative Planning | 6,317 | $320.3K | 0.00% | +168+2.7% | Added |
| Jane Street Group, LLC | 6,484 | $328.8K | 0.00% | −979−13.1% | Reduced |
| New York State Teachers Retirement System | 6,541 | $332.0K | 0.00% | −100−1.5% | Reduced |
| KBC Group NV | 6,563 | $333.0K | 0.00% | 00.0% | Unchanged |
| Winton Group Ltd | 6,636 | $336.5K | 0.03% | +1,072+19.3% | Added |
| BNP Paribas Arbitrage, SA | 6,638 | $336.6K | 0.00% | −8,091−54.9% | Reduced |
| Amalgamated Bank | 6,688 | $339.0K | 0.00% | +15+0.2% | Added |
| New Hampshire Trust | 6,784 | $344.0K | 0.09% | 00.0% | Unchanged |
| PDT Partners, LLC | 6,793 | $344.5K | 0.05% | 00.0% | Unchanged |
| Public Employees Retirement Association of Colorado | 6,833 | $347.0K | 0.00% | 00.0% | Unchanged |
| Janus Henderson Group PLC | 6,951 | $352.2K | 0.00% | −8−0.1% | Reduced |
| New York Life Investment Management LLC | 7,225 | $366.4K | 0.00% | −1,197−14.2% | Reduced |
| Tudor Investment Corp Et Al | 7,432 | $376.9K | 0.01% | +7,432 | New |
| Cerity Partners LLC | 7,478 | $379.2K | 0.00% | +563+8.1% | Added |
| Louisiana State Employees Retirement System | 8,400 | $426.0K | 0.01% | +900+12.0% | Added |
| MetLife Investment Management | 8,412 | $426.6K | 0.00% | 00.0% | Unchanged |
| Price T Rowe Associates Inc | 8,409 | $427.0K | 0.00% | +211+2.6% | Added |
| Ellsworth Advisors, LLC | 8,423 | $427.1K | 0.15% | +123+1.5% | Added |
| Franklin Resources Inc | 8,439 | $427.9K | 0.00% | +8,439 | New |
| American International Group, Inc. | 8,576 | $434.9K | 0.00% | −109−1.3% | Reduced |
| Jupiter Asset Management Ltd | 9,138 | $462.7K | 0.01% | 00.0% | Unchanged |
| Yousif Capital Management, LLC | 9,251 | $469.1K | 0.01% | −524−5.4% | Reduced |
| Janney Montgomery Scott LLC | 9,973 | $506.0K | 0.00% | −107−1.1% | Reduced |
| Rockefeller Capital Management L.P. | 10,024 | $508.3K | 0.00% | +24+0.2% | Added |
| Annex Advisory Services, LLC | 10,083 | $511.3K | 0.03% | +2,570+34.2% | Added |
| Boston Partners | 10,477 | $531.3K | 0.00% | −1,490−12.5% | Reduced |
| State of Alaska, Department of Revenue | 10,585 | $536.0K | 0.01% | −393−3.6% | Reduced |
| HSBC Holdings PLC | 10,624 | $539.3K | 0.00% | +1,533+16.9% | Added |
| Commonwealth Equity Services, LLC | 10,695 | $542.0K | 0.00% | +680+6.8% | Added |
| HighTower Advisors, LLC | 10,493 | $543.0K | 0.00% | −312−2.9% | Reduced |
| New York State Common Retirement Fund | 11,317 | $573.9K | 0.00% | +1,281+12.8% | Added |
| American Century Companies Inc | 11,346 | $575.4K | 0.00% | +4,351+62.2% | Added |
| Bank of Montreal | 10,765 | $579.2K | 0.00% | −479−4.3% | Reduced |