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, Q3 2023
Institutional positions in Unitil Corp as of Sep 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
- 171
- −7 vs. Q2 2023
- Shares held
- 12.0M
- −75.9K (−0.6%) vs. Q2 2023
- Total value
- $515.1M
- −$99.7M (−16.2%) vs. Q2 2023
- New holders
- 12
- 50 more added
- Sold out
- 19
- 78 more reduced
2 institutions that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2023
Shares, value and share of portfolio for each institution holding Unitil Corp; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Covestor Ltd | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 6 | $256 | 0.00% | −20−76.9% | Reduced |
| Farther Finance Advisors, LLC | 12 | $513 | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 13 | $555 | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 15 | $658 | 0.00% | +3+25.0% | Added |
| ClariVest Asset Management LLC | 20 | $1.00K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 28 | $1.20K | 0.00% | −6−17.6% | Reduced |
| Simplex Trading, LLC | 50 | $2.00K | 0.00% | +50 | New |
| US Bancorp | 82 | $3.50K | 0.00% | −219−72.8% | Reduced |
| Bessemer Group Inc | 82 | $4.00K | 0.00% | +3+3.8% | Added |
| Fifth Third Bancorp | 99 | $4.23K | 0.00% | −43−30.3% | Reduced |
| Beaird Harris Wealth Management, LLC | 100 | $4.27K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 128 | $5.47K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 142 | $6.07K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 150 | $6.41K | 0.00% | 00.0% | Unchanged |
| Cambridge Trust Co | 176 | $7.52K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 189 | $8.07K | 0.00% | −38−16.7% | Reduced |
| Harbour Investments, Inc. | 200 | $8.54K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 170 | $9.00K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 250 | $10.7K | 0.00% | −6−2.3% | Reduced |
| Global Wealth Management Investment Advisory, Inc. | 280 | $12.0K | 0.00% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 300 | $12.8K | 0.01% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 312 | $13.0K | 0.00% | +7+2.3% | Added |
| Quadrant Capital Group LLC | 371 | $15.8K | 0.00% | +145+64.2% | Added |
| Allworth Financial LP | 400 | $17.1K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 500 | $21.4K | 0.00% | −1−0.2% | Reduced |
| CWM, LLC | 519 | $22.0K | 0.00% | −5−1.0% | Reduced |
| KBC Group NV | 700 | $30.0K | 0.00% | −5,863−89.3% | Reduced |
| Federated Hermes, Inc. | 710 | $30.3K | 0.00% | +112+18.7% | Added |
| FMR LLC | 898 | $38.3K | 0.00% | −156−14.8% | Reduced |
| Metropolitan Life Insurance Co | 973 | $41.6K | 0.00% | +136+16.2% | Added |
| Baldwin Brothers Inc | 1,000 | $42.7K | 0.00% | 00.0% | Unchanged |
| Aquatic Capital Management LLC | 1,100 | $47.0K | 0.00% | −700−38.9% | Reduced |
| Armstrong Advisory Group, Inc | 1,263 | $53.9K | 0.01% | 00.0% | Unchanged |
| Quantbot Technologies LP | 1,424 | $60.8K | 0.00% | +815+133.8% | Added |
| Allspring Global Investments Holdings, LLC | 1,445 | $61.7K | 0.00% | −1,394−49.1% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 1,462 | $62.0K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 1,586 | $67.7K | 0.00% | +342+27.5% | Added |
| Amundi | 1,985 | $90.2K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 2,260 | $96.5K | 0.00% | −330−12.7% | Reduced |
| WR Wealth Planners, LLC | 2,300 | $98.2K | 0.04% | 00.0% | Unchanged |
| Steward Financial Group LLC | 2,425 | $103.0K | 0.03% | 00.0% | Unchanged |
| Citadel Advisors LLC | 2,525 | $107.8K | 0.00% | −15,005−85.6% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 2,757 | $117.8K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 3,695 | $157.8K | 0.00% | +97+2.7% | Added |
| MKT Advisors LLC | 4,759 | $201.4K | 0.15% | −400−7.8% | Reduced |
| Virtus Investment Advisers, Inc. | 4,737 | $202.3K | 0.14% | 00.0% | Unchanged |
| Oregon Public Employees Retirement Fund | 4,778 | $204.1K | 0.00% | −200−4.0% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 4,841 | $206.8K | 0.02% | +4,841 | New |
| Teachers Retirement System of the State of Kentucky | 4,870 | $208.0K | 0.00% | 00.0% | Unchanged |
| Shell Asset Management Co | 4,883 | $209.0K | 0.01% | −75−1.5% | Reduced |
| Pictet Asset Management Holding SA | 4,972 | $212.4K | 0.00% | +4,972 | New |
| Qube Research & Technologies Ltd | 5,168 | $220.7K | 0.00% | +5,168 | New |
| Millennium Management LLC | 5,314 | $227.0K | 0.00% | −8,649−61.9% | Reduced |
| Meritage Portfolio Management | 5,513 | $235.0K | 0.02% | −185−3.2% | Reduced |
| Signature Wealth Management Partners, LLC | 5,876 | $251.0K | 0.25% | 00.0% | Unchanged |
| Maryland State Retirement & Pension System | 5,927 | $253.1K | 0.01% | −17,331−74.5% | Reduced |
| New York State Teachers Retirement System | 6,041 | $258.0K | 0.00% | −500−7.6% | Reduced |
| Creative Planning | 6,109 | $260.9K | 0.00% | −208−3.3% | Reduced |
| Citigroup Inc | 6,199 | $264.8K | 0.00% | −6,768−52.2% | Reduced |
| New York Life Investment Management LLC | 6,242 | $266.6K | 0.00% | −983−13.6% | Reduced |
| 1620 Investment Advisors, Inc. | 6,444 | $275.2K | 0.32% | +6,444 | New |
| Financial Counselors Inc | 6,469 | $276.3K | 0.01% | +6,469 | New |
| Annex Advisory Services, LLC | 6,580 | $281.0K | 0.02% | −3,503−34.7% | Reduced |
| Winton Group Ltd | 6,677 | $285.2K | 0.02% | +41+0.6% | Added |
| Amalgamated Bank | 6,769 | $289.0K | 0.00% | +81+1.2% | Added |
| New Hampshire Trust | 6,784 | $289.7K | 0.08% | 00.0% | Unchanged |
| Public Employees Retirement Association of Colorado | 6,833 | $292.0K | 0.00% | 00.0% | Unchanged |
| Janus Henderson Group PLC | 6,952 | $297.1K | 0.00% | +10.0% | Added |
| D. E. Shaw & Co., Inc. | 7,113 | $303.8K | 0.00% | +7,113 | New |
| Cerity Partners LLC | 7,128 | $304.4K | 0.00% | −350−4.7% | Reduced |
| PDT Partners, LLC | 7,256 | $309.9K | 0.04% | +463+6.8% | Added |
| Janney Montgomery Scott LLC | 7,374 | $315.0K | 0.00% | −2,599−26.1% | Reduced |
| Comerica Bank | 7,566 | $323.1K | 0.00% | +7,566 | New |
| Ethic Inc. | 7,834 | $334.6K | 0.01% | +7,834 | New |
| MetLife Investment Management | 7,939 | $339.1K | 0.00% | −473−5.6% | Reduced |
| Campbell & CO Investment Adviser LLC | 8,163 | $348.6K | 0.04% | −12,833−61.1% | Reduced |
| Louisiana State Employees Retirement System | 8,200 | $350.2K | 0.01% | −200−2.4% | Reduced |
| Tower Research Capital LLC (TRC) | 8,276 | $353.5K | 0.01% | +7,884+2,011.2% | Added |
| HSBC Holdings PLC | 8,331 | $357.6K | 0.00% | −2,293−21.6% | Reduced |
| Franklin Resources Inc | 8,519 | $363.8K | 0.00% | +80+0.9% | Added |
| HighTower Advisors, LLC | 8,592 | $369.0K | 0.00% | −1,901−18.1% | Reduced |
| Yousif Capital Management, LLC | 8,706 | $371.8K | 0.00% | −545−5.9% | Reduced |
| Price T Rowe Associates Inc | 8,700 | $372.0K | 0.00% | +291+3.5% | Added |
| American International Group, Inc. | 8,763 | $374.3K | 0.00% | +187+2.2% | Added |
| Panagora Asset Management Inc | 9,022 | $385.3K | 0.00% | −7,640−45.9% | Reduced |
| Riverwater Partners LLC | 9,096 | $388.5K | 0.35% | +4,229+86.9% | Added |
| Envestnet Asset Management Inc | 9,200 | $392.9K | 0.00% | +9,200 | New |
| Illinois Municipal Retirement Fund | 9,584 | $409.0K | 0.01% | +9,584 | New |
| State of Alaska, Department of Revenue | 10,020 | $427.0K | 0.01% | −565−5.3% | Reduced |
| Rockefeller Capital Management L.P. | 10,000 | $427.1K | 0.00% | −24−0.2% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 10,758 | $459.5K | 0.00% | −7,426−40.8% | Reduced |
| Bank of Montreal | 10,431 | $493.3K | 0.00% | −334−3.1% | Reduced |
| Commonwealth Equity Services, LLC | 11,561 | $494.0K | 0.00% | +866+8.1% | Added |
| Teacher Retirement System of Texas | 11,586 | $495.0K | 0.00% | −5,029−30.3% | Reduced |
| Boston Partners | 11,904 | $508.4K | 0.00% | +1,427+13.6% | Added |
| STRS Ohio | 12,500 | $533.0K | 0.00% | 00.0% | Unchanged |
| Wakefield Asset Management LLLP | 13,074 | $558.4K | 0.25% | −561−4.1% | Reduced |
| Texas Permanent School Fund | 13,264 | $566.5K | 0.01% | −901−6.4% | Reduced |
| State of Tennessee, Treasury Department | 13,446 | $574.3K | 0.00% | −6,104−31.2% | Reduced |