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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, Q4 2023

Institutional positions in Unitil Corp as of Dec 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
182
+12 vs. Q3 2023
Shares held
12.4M
+355.3K (+3.0%) vs. Q3 2023
Total value
$651.7M
+$136.7M (+26.5%) vs. Q3 2023
New holders
23
67 more added
Sold out
11
60 more reduced

1 institution that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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 holdersQ4 2023: 182 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 heldQ4 2023: $651.7M
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, Q4 2023

Shares, value and share of portfolio for each institution holding Unitil Corp; share changes are against Q3 2023.

Institutions holding UTL in Q4 2023
InstitutionSharesValue% of portfolioChange in sharesAction
BlackRock Inc.2,932,304$154.2M0.00%+16,171+0.6%Added
Vanguard Group Inc1,273,199$66.9M0.00%+29,960+2.4%Added
JPMorgan Chase & Co659,625$34.7M0.00%+144,178+28.0%Added
State Street Corp651,915$34.3M0.00%+42,283+6.9%Added
Manufacturers Life Insurance Company, The488,461$25.7M0.02%+83,980+20.8%Added
Renaissance Technologies LLC468,351$24.6M0.04%−7,900−1.7%Reduced
Aristotle Capital Boston, LLC455,578$23.9M0.73%−1,931−0.4%Reduced
Dimensional Fund Advisors LP436,061$22.9M0.01%−751−0.2%Reduced
Boston Trust Walden Corp401,233$21.1M0.16%+19,855+5.2%Added
Geode Capital Management, LLC346,282$18.2M0.00%+19,074+5.8%Added
Frontier Capital Management Co LLC281,961$14.8M0.15%−4,497−1.6%Reduced
Bank of New York Mellon Corp221,954$11.7M0.00%−627−0.3%Reduced
Charles Schwab Investment Management Inc213,062$11.2M0.00%+9,489+4.7%Added
Northern Trust Corp207,796$10.9M0.00%+1,084+0.5%Added
Morgan Stanley197,276$10.4M0.00%+14,375+7.9%Added
Great Lakes Advisors, LLC137,332$7.22M0.07%−41,574−23.2%Reduced
Invesco Ltd.135,792$7.14M0.00%−12,401−8.4%Reduced
Royal Bank of Canada126,249$6.64M0.00%+15,296+13.8%Added
Nuveen Asset Management, LLC126,236$6.64M0.00%+557+0.4%Added
Foundry Partners, LLC119,540$6.28M0.38%+6,505+5.8%Added
SEI Investments Co111,580$5.87M0.01%+81+0.1%Added
Brandywine Global Investment Management, LLC93,500$4.92M0.04%−18,600−16.6%Reduced
Principal Financial Group Inc89,348$4.70M0.00%−1,260−1.4%Reduced
Deprince Race & Zollo Inc87,025$4.57M0.10%00.0%Unchanged
Putnam Investments LLC80,027$4.21M0.01%+5,767+7.8%Added
Russell Investments Group, Ltd.79,447$4.18M0.01%−192−0.2%Reduced
Gabelli Funds LLC72,500$3.81M0.03%00.0%Unchanged
Ameriprise Financial Inc69,266$3.64M0.00%−24,559−26.2%Reduced
Assenagon Asset Management S.A.67,835$3.57M0.01%−16,504−19.6%Reduced
Bank of America Corp59,851$3.15M0.00%+8,634+16.9%Added
Rhumbline Advisers52,661$2.77M0.00%+968+1.9%Added
First Manhattan Co51,555$2.71M0.01%+3,500+7.3%Added
State of New Jersey Common Pension Fund D51,186$2.69M0.01%00.0%Unchanged
Advisor Group Holdings, Inc.50,919$2.68M0.00%−56,805−52.7%Reduced
Goldman Sachs Group Inc50,319$2.65M0.00%−9,809−16.3%Reduced
Johnson Investment Counsel Inc50,233$2.64M0.03%+2,943+6.2%Added
Legal & General Group Plc45,035$2.37M0.00%−523−1.1%Reduced
Two Sigma Advisers, LP39,400$2.07M0.00%−1,900−4.6%Reduced
Barclays PLC36,947$1.94M0.00%+17,505+90.0%Added
Martingale Asset Management L P36,758$1.93M0.04%+259+0.7%Added
North Star Investment Management Corp.33,500$1.76M0.14%−110−0.3%Reduced
Public Sector Pension Investment Board33,412$1.76M0.01%+13,523+68.0%Added
HighTower Advisors, LLC33,274$1.76M0.00%+24,682+287.3%Added
Deutsche Bank AG32,570$1.71M0.00%−7,550−18.8%Reduced
UBS Group AG32,117$1.69M0.00%+8,627+36.7%Added
Swiss National Bank31,700$1.67M0.00%−3,700−10.5%Reduced
Credit Suisse AG31,246$1.64M0.00%+93+0.3%Added
Raymond James & Associates29,037$1.53M0.00%+3,933+15.7%Added
Norges Bank27,500$1.45M0.00%+10,100+58.0%Added
Exchange Traded Concepts, LLC27,129$1.43M0.04%+215+0.8%Added
Allianz Asset Management GmbH26,525$1.39M0.00%−7,154−21.2%Reduced
Anchor Capital Advisors LLC25,314$1.33M0.04%+5,402+27.1%Added
Voya Investment Management LLC24,786$1.30M0.00%+20.0%Added
Wells Fargo & Company22,938$1.21M0.00%+350+1.5%Added
Great West Life Assurance Co22,723$1.19M0.00%−563−2.4%Reduced
Advisors Asset Management, Inc.22,256$1.17M0.02%+1,621+7.9%Added
UBS Asset Management Americas Inc20,203$1.06M0.00%+4,487+28.6%Added
Victory Capital Management Inc19,553$1.03M0.00%+19,553New
Algert Global LLC19,528$1.03M0.04%+2,620+15.5%Added
American Century Companies Inc19,342$1.02M0.00%+5,023+35.1%Added
Maryland State Retirement & Pension System19,190$1.01M0.02%+13,263+223.8%Added
Prudential Financial Inc18,805$988.6K0.00%−59−0.3%Reduced
Guggenheim Capital LLC17,963$944.3K0.01%+2,181+13.8%Added
Man Group plc17,700$930.5K0.00%––
Campbell & CO Investment Adviser LLC17,509$920.4K0.08%+9,346+114.5%Added
Annex Advisory Services, LLC17,065$897.1K0.04%+10,485+159.3%Added
Wakefield Asset Management LLLP17,045$896.1K0.33%+3,971+30.4%Added
California State Teachers Retirement System16,956$891.4K0.00%−793−4.5%Reduced
Two Sigma Investments, LP16,136$848.3K0.00%−18,335−53.2%Reduced
Alliancebernstein L.P.16,100$846.4K0.00%00.0%Unchanged
Hennessy Advisors Inc16,098$846.3K0.04%−800−4.7%Reduced
Cambridge Investment Research Advisors, Inc.15,237$801.0K0.00%+106+0.7%Added
Thrivent Financial for Lutherans14,345$754.0K0.00%−376−2.6%Reduced
New York State Common Retirement Fund14,338$753.7K0.00%−603−4.0%Reduced
Texas Permanent School Fund13,907$731.1K0.01%+643+4.8%Added
Wedge Capital Management L L P13,307$699.5K0.01%+13,307New
Teacher Retirement System of Texas12,900$678.0K0.00%+1,314+11.3%Added
STRS Ohio12,500$657.0K0.00%00.0%Unchanged
State of Tennessee, Treasury Department12,396$651.7K0.00%−1,050−7.8%Reduced
Commonwealth Equity Services, LLC11,507$605.0K0.00%−54−0.5%Reduced
Bank of Montreal10,891$579.6K0.00%+460+4.4%Added
AE Wealth Management LLC11,222$549.9K0.00%+11,222New
Tower Research Capital LLC (TRC)10,361$544.7K0.01%+2,085+25.2%Added
Cornercap Investment Counsel Inc10,192$535.8K0.09%−10,067−49.7%Reduced
Rockefeller Capital Management L.P.10,000$525.7K0.00%00.0%Unchanged
State of Alaska, Department of Revenue9,904$520.0K0.01%−116−1.2%Reduced
Envestnet Asset Management Inc9,778$514.0K0.00%+578+6.3%Added
Citigroup Inc9,680$508.9K0.00%+3,481+56.2%Added
Price T Rowe Associates Inc9,620$506.0K0.00%+920+10.6%Added
Riverwater Partners LLC9,281$487.9K0.38%+185+2.0%Added
Illinois Municipal Retirement Fund9,035$475.0K0.01%−549−5.7%Reduced
Ethic Inc.9,019$474.1K0.01%+1,185+15.1%Added
American International Group, Inc.8,689$456.8K0.00%−74−0.8%Reduced
HSBC Holdings PLC8,696$456.5K0.00%+365+4.4%Added
Franklin Resources Inc8,559$449.9K0.00%+40+0.5%Added
Jane Street Group, LLC8,406$441.9K0.00%+8,406New
Louisiana State Employees Retirement System8,100$425.8K0.01%−100−1.2%Reduced
Yousif Capital Management, LLC7,956$418.2K0.00%−750−8.6%Reduced
MetLife Investment Management7,939$417.4K0.00%00.0%Unchanged
Cerity Partners LLC7,593$399.3K0.00%+465+6.5%Added