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Livermore
Livermore
ZHEN

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.

Institutional holdersQ3 2023: 171 institutions
Q1 2021: 137 institutionsQ2 2021: 154 institutionsQ3 2021: 159 institutionsQ4 2021: 165 institutionsQ1 2022: 176 institutionsQ2 2022: 176 institutionsQ3 2022: 177 institutionsQ4 2022: 179 institutionsQ1 2023: 190 institutionsQ2 2023: 180 institutionsQ3 2023: 171 institutionsQ4 2023: 182 institutionsQ1 2024: 187 institutionsQ2 2024: 200 institutionsQ3 2024: 213 institutionsQ4 2024: 206 institutionsQ1 2025: 224 institutionsQ2 2025: 220 institutionsQ3 2025: 217 institutionsQ4 2025: 217 institutionsQ1 2026: 238 institutionsQ2 2026: 245 institutions
Value heldQ3 2023: $515.1M
Q1 2021: $481.5MQ2 2021: $601.6MQ3 2021: $503.2MQ4 2021: $532.5MQ1 2022: $588.4MQ2 2022: $722.0MQ3 2022: $557.7MQ4 2022: $612.2MQ1 2023: $675.1MQ2 2023: $615.0MQ3 2023: $515.1MQ4 2023: $651.7MQ1 2024: $641.4MQ2 2024: $638.9MQ3 2024: $772.5MQ4 2024: $694.2MQ1 2025: $733.7MQ2 2025: $683.5MQ3 2025: $696.6MQ4 2025: $715.5MQ1 2026: $768.6MQ2 2026: $808.9M
Institutions holding UTL and their total value by quarter
QuarterHoldersValue
Q2 2026245$808.9M
Q1 2026238$768.6M
Q4 2025217$715.5M
Q3 2025217$696.6M
Q2 2025220$683.5M
Q1 2025224$733.7M
Q4 2024206$694.2M
Q3 2024213$772.5M
Q2 2024200$638.9M
Q1 2024187$641.4M
Q4 2023182$651.7M
Q3 2023171$515.1M
Q2 2023180$615.0M
Q1 2023190$675.1M
Q4 2022179$612.2M
Q3 2022177$557.7M
Q2 2022176$722.0M
Q1 2022176$588.4M
Q4 2021165$532.5M
Q3 2021159$503.2M
Q2 2021154$601.6M
Q1 2021137$481.5M

Institutions, Q3 2023

Shares, value and share of portfolio for each institution holding Unitil Corp; share changes are against Q2 2023.

Institutions holding UTL in Q3 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Cerity Partners LLC7,128$304.4K0.00%−350−4.7%Reduced
D. E. Shaw & Co., Inc.7,113$303.8K0.00%+7,113New
Janus Henderson Group PLC6,952$297.1K0.00%+10.0%Added
Public Employees Retirement Association of Colorado6,833$292.0K0.00%00.0%Unchanged
New Hampshire Trust6,784$289.7K0.08%00.0%Unchanged
Amalgamated Bank6,769$289.0K0.00%+81+1.2%Added
Winton Group Ltd6,677$285.2K0.02%+41+0.6%Added
Annex Advisory Services, LLC6,580$281.0K0.02%−3,503−34.7%Reduced
Financial Counselors Inc6,469$276.3K0.01%+6,469New
1620 Investment Advisors, Inc.6,444$275.2K0.32%+6,444New
New York Life Investment Management LLC6,242$266.6K0.00%−983−13.6%Reduced
Citigroup Inc6,199$264.8K0.00%−6,768−52.2%Reduced
Creative Planning6,109$260.9K0.00%−208−3.3%Reduced
New York State Teachers Retirement System6,041$258.0K0.00%−500−7.6%Reduced
Maryland State Retirement & Pension System5,927$253.1K0.01%−17,331−74.5%Reduced
Signature Wealth Management Partners, LLC5,876$251.0K0.25%00.0%Unchanged
Meritage Portfolio Management5,513$235.0K0.02%−185−3.2%Reduced
Millennium Management LLC5,314$227.0K0.00%−8,649−61.9%Reduced
Qube Research & Technologies Ltd5,168$220.7K0.00%+5,168New
Pictet Asset Management Holding SA4,972$212.4K0.00%+4,972New
Shell Asset Management Co4,883$209.0K0.01%−75−1.5%Reduced
Teachers Retirement System of the State of Kentucky4,870$208.0K0.00%00.0%Unchanged
Y-Intercept (Hong Kong) Ltd4,841$206.8K0.02%+4,841New
Oregon Public Employees Retirement Fund4,778$204.1K0.00%−200−4.0%Reduced
Virtus Investment Advisers, Inc.4,737$202.3K0.14%00.0%Unchanged
MKT Advisors LLC4,759$201.4K0.15%−400−7.8%Reduced
The PNC Financial Services Group, Inc.3,695$157.8K0.00%+97+2.7%Added
Zurcher Kantonalbank (Zurich Cantonalbank)2,757$117.8K0.00%00.0%Unchanged
Citadel Advisors LLC2,525$107.8K0.00%−15,005−85.6%Reduced
Steward Financial Group LLC2,425$103.0K0.03%00.0%Unchanged
WR Wealth Planners, LLC2,300$98.2K0.04%00.0%Unchanged
Nisa Investment Advisors, LLC2,260$96.5K0.00%−330−12.7%Reduced
Amundi1,985$90.2K0.00%00.0%Unchanged
Ameritas Investment Partners, Inc.1,586$67.7K0.00%+342+27.5%Added
Benjamin F. Edwards & Company, Inc.1,462$62.0K0.00%00.0%Unchanged
Allspring Global Investments Holdings, LLC1,445$61.7K0.00%−1,394−49.1%Reduced
Quantbot Technologies LP1,424$60.8K0.00%+815+133.8%Added
Armstrong Advisory Group, Inc1,263$53.9K0.01%00.0%Unchanged
Aquatic Capital Management LLC1,100$47.0K0.00%−700−38.9%Reduced
Baldwin Brothers Inc1,000$42.7K0.00%00.0%Unchanged
Metropolitan Life Insurance Co973$41.6K0.00%+136+16.2%Added
FMR LLC898$38.3K0.00%−156−14.8%Reduced
Federated Hermes, Inc.710$30.3K0.00%+112+18.7%Added
KBC Group NV700$30.0K0.00%−5,863−89.3%Reduced
CWM, LLC519$22.0K0.00%−5−1.0%Reduced
IFP Advisors, Inc500$21.4K0.00%−1−0.2%Reduced
Allworth Financial LP400$17.1K0.00%00.0%Unchanged
Quadrant Capital Group LLC371$15.8K0.00%+145+64.2%Added
Public Employees Retirement System of Ohio312$13.0K0.00%+7+2.3%Added
Piscataqua Savings Bank300$12.8K0.01%00.0%Unchanged
Global Wealth Management Investment Advisory, Inc.280$12.0K0.00%00.0%Unchanged
Steward Partners Investment Advisory, LLC250$10.7K0.00%−6−2.3%Reduced
Ronald Blue Trust, Inc.170$9.00K0.00%00.0%Unchanged
Harbour Investments, Inc.200$8.54K0.00%00.0%Unchanged
Signaturefd, LLC189$8.07K0.00%−38−16.7%Reduced
Cambridge Trust Co176$7.52K0.00%00.0%Unchanged
Trust Co of Vermont150$6.41K0.00%00.0%Unchanged
HM Payson & Co142$6.07K0.00%00.0%Unchanged
First Horizon Advisors, Inc.128$5.47K0.00%00.0%Unchanged
Beaird Harris Wealth Management, LLC100$4.27K0.00%00.0%Unchanged
Fifth Third Bancorp99$4.23K0.00%−43−30.3%Reduced
Bessemer Group Inc82$4.00K0.00%+3+3.8%Added
US Bancorp82$3.50K0.00%−219−72.8%Reduced
Simplex Trading, LLC50$2.00K0.00%+50New
Parkside Financial Bank & Trust28$1.20K0.00%−6−17.6%Reduced
ClariVest Asset Management LLC20$1.00K0.00%00.0%Unchanged
Parallel Advisors, LLC15$6580.00%+3+25.0%Added
Farmers & Merchants Investments Inc13$5550.00%00.0%Unchanged
Farther Finance Advisors, LLC12$5130.00%00.0%Unchanged
Versant Capital Management, Inc6$2560.00%−20−76.9%Reduced
Covestor Ltd2$00.00%00.0%Unchanged
Everence Capital Management Inc0$00.00%−15,560−100.0%Sold out
Jackson Creek Investment Advisors LLC0$00.00%−16,039−100.0%Sold out
Jupiter Asset Management Ltd0$00.00%−9,138−100.0%Sold out
Ellsworth Advisors, LLC0$00.00%−8,423−100.0%Sold out
Tudor Investment Corp Et Al0$00.00%−7,432−100.0%Sold out
Jane Street Group, LLC0$00.00%−6,484−100.0%Sold out
LSV Asset Management0$00.00%−5,800−100.0%Sold out
Victory Capital Management Inc0$00.00%−5,470−100.0%Sold out
Watershed Asset Management, L.L.C.0$00.00%−4,538−100.0%Sold out
State Board of Administration of Florida Retirement System0$00.00%−4,527−100.0%Sold out
Arizona State Retirement System0$00.00%−4,517−100.0%Sold out
ProShare Advisors LLC0$00.00%−4,033−100.0%Sold out
State of Wyoming0$00.00%−1,215−100.0%Sold out
West Tower Group, LLC0$00.00%−205−100.0%Sold out
Lindbrook Capital, LLC0$00.00%−200−100.0%Sold out
GWM Advisors LLC0$00.00%−198−100.0%Sold out
Huntington National Bank0$00.00%−36−100.0%Sold out
Massmutual Trust Co FSB0$00.00%−25−100.0%Sold out
Bell Investment Advisors, Inc0$00.00%−10−100.0%Sold out
Pictet Asset Management SA––––Not filed
Coastal Capital Group, Inc.––––Not filed