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.
| 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, Q4 2023
Shares, value and share of portfolio for each institution holding Unitil Corp; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Covestor Ltd | 1 | $0 | 0.00% | −1−50.0% | Reduced |
| Parkside Financial Bank & Trust | 5 | $263 | 0.00% | −23−82.1% | Reduced |
| Versant Capital Management, Inc | 6 | $315 | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 12 | $631 | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 12 | $631 | 0.00% | +12 | New |
| Farmers & Merchants Investments Inc | 13 | $683 | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 16 | $817 | 0.00% | +1+6.7% | Added |
| ClariVest Asset Management LLC | 20 | $1.05K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 38 | $2.00K | 0.00% | +38 | New |
| Capital Advisors, Ltd. LLC | 40 | $2.00K | 0.00% | +40 | New |
| Massmutual Trust Co FSB | 52 | $2.73K | 0.00% | +52 | New |
| LGT Financial Advisors LLC | 74 | $3.89K | 0.00% | +74 | New |
| Fortitude Family Office, LLC | 86 | $4.52K | 0.00% | +86 | New |
| CWM, LLC | 96 | $5.00K | 0.00% | −423−81.5% | Reduced |
| Lindbrook Capital, LLC | 96 | $5.05K | 0.00% | +96 | New |
| Beaird Harris Wealth Management, LLC | 100 | $5.26K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 110 | $5.78K | 0.00% | +28+34.1% | Added |
| Fifth Third Bancorp | 113 | $5.94K | 0.00% | +14+14.1% | Added |
| First Horizon Advisors, Inc. | 128 | $6.73K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 168 | $7.00K | 0.00% | −2−1.2% | Reduced |
| Bessemer Group Inc | 133 | $7.00K | 0.00% | +51+62.2% | Added |
| HM Payson & Co | 142 | $7.46K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 150 | $7.89K | 0.00% | 00.0% | Unchanged |
| Cambridge Trust Co | 176 | $9.25K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 200 | $10.5K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 250 | $13.1K | 0.00% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 258 | $13.6K | 0.00% | −1,187−82.1% | Reduced |
| Quadrant Capital Group LLC | 262 | $13.8K | 0.00% | −109−29.4% | Reduced |
| GAMMA Investing LLC | 308 | $14.6K | 0.00% | +308 | New |
| Global Wealth Management Investment Advisory, Inc. | 280 | $14.7K | 0.00% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 300 | $15.8K | 0.01% | 00.0% | Unchanged |
| Allworth Financial LP | 300 | $15.8K | 0.00% | −100−25.0% | Reduced |
| Public Employees Retirement System of Ohio | 317 | $16.7K | 0.00% | +5+1.6% | Added |
| Signaturefd, LLC | 365 | $19.2K | 0.00% | +176+93.1% | Added |
| Advisory Services Network, LLC | 500 | $26.3K | 0.00% | +500 | New |
| KBC Group NV | 549 | $29.0K | 0.00% | −151−21.6% | Reduced |
| Federated Hermes, Inc. | 813 | $42.7K | 0.00% | +103+14.5% | Added |
| Metropolitan Life Insurance Co | 973 | $51.2K | 0.00% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 1,000 | $52.6K | 0.00% | 00.0% | Unchanged |
| Kepos Capital LP | 1,194 | $63.0K | 0.02% | +1,194 | New |
| Armstrong Advisory Group, Inc | 1,263 | $66.4K | 0.01% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 1,462 | $77.0K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 1,586 | $83.4K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 1,710 | $89.9K | 0.00% | −550−24.3% | Reduced |
| SG Americas Securities, LLC | 2,493 | $131.0K | 0.00% | +2,493 | New |
| FMR LLC | 2,525 | $132.7K | 0.00% | +1,627+181.2% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 2,757 | $144.9K | 0.00% | 00.0% | Unchanged |
| Amundi | 3,163 | $163.6K | 0.00% | +1,178+59.3% | Added |
| Shell Asset Management Co | 3,755 | $197.0K | 0.01% | −1,128−23.1% | Reduced |
| The PNC Financial Services Group, Inc. | 3,849 | $202.3K | 0.00% | +154+4.2% | Added |
| Flputnam Investment Management Co | 3,869 | $203.4K | 0.00% | +3,869 | New |
| Oppenheimer & Co Inc | 3,925 | $206.3K | 0.00% | +3,925 | New |
| Sigma Planning Corp | 3,956 | $207.9K | 0.02% | +3,956 | New |
| Millennium Management LLC | 4,087 | $214.9K | 0.00% | −1,227−23.1% | Reduced |
| MKT Advisors LLC | 4,159 | $216.4K | 0.14% | −600−12.6% | Reduced |
| Pictet Asset Management Holding SA | 4,285 | $225.3K | 0.00% | −687−13.8% | Reduced |
| ProShare Advisors LLC | 4,492 | $236.1K | 0.00% | +4,492 | New |
| Arizona State Retirement System | 4,499 | $236.5K | 0.00% | +4,499 | New |
| BNP Paribas Arbitrage, SA | 4,513 | $237.2K | 0.00% | −9,936−68.8% | Reduced |
| State Board of Administration of Florida Retirement System | 4,557 | $239.6K | 0.00% | +4,557 | New |
| Oregon Public Employees Retirement Fund | 4,678 | $245.9K | 0.00% | −100−2.1% | Reduced |
| Virtus Investment Advisers, Inc. | 4,737 | $249.0K | 0.19% | 00.0% | Unchanged |
| Teachers Retirement System of the State of Kentucky | 4,870 | $256.0K | 0.00% | 00.0% | Unchanged |
| Public Employees Retirement Association of Colorado | 5,391 | $283.0K | 0.00% | −1,442−21.1% | Reduced |
| Jump Financial, LLC | 5,400 | $283.9K | 0.01% | +5,400 | New |
| Meritage Portfolio Management | 5,632 | $296.0K | 0.02% | +119+2.2% | Added |
| Ellevest, Inc. | 5,683 | $298.8K | 0.02% | +5,683 | New |
| Signature Wealth Management Partners, LLC | 5,876 | $308.9K | 0.27% | 00.0% | Unchanged |
| Boston Partners | 5,881 | $309.2K | 0.00% | −6,023−50.6% | Reduced |
| Panagora Asset Management Inc | 5,914 | $310.9K | 0.00% | −3,108−34.4% | Reduced |
| New York State Teachers Retirement System | 6,041 | $318.0K | 0.00% | 00.0% | Unchanged |
| New York Life Investment Management LLC | 6,103 | $320.8K | 0.00% | −139−2.2% | Reduced |
| Amalgamated Bank | 6,308 | $332.0K | 0.00% | −461−6.8% | Reduced |
| New Hampshire Trust | 6,469 | $340.1K | 0.08% | −315−4.6% | Reduced |
| Financial Counselors Inc | 6,469 | $340.1K | 0.01% | 00.0% | Unchanged |
| 1620 Investment Advisors, Inc. | 6,536 | $343.6K | 0.38% | +92+1.4% | Added |
| Creative Planning | 6,642 | $349.2K | 0.00% | +533+8.7% | Added |
| Winton Group Ltd | 6,686 | $351.5K | 0.03% | +9+0.1% | Added |
| Janney Montgomery Scott LLC | 6,725 | $354.0K | 0.00% | −649−8.8% | Reduced |
| Janus Henderson Group PLC | 6,939 | $365.2K | 0.00% | −13−0.2% | Reduced |
| Susquehanna International Group, LLP | 7,402 | $389.1K | 0.00% | −10,388−58.4% | Reduced |
| Comerica Bank | 7,541 | $396.4K | 0.00% | −25−0.3% | Reduced |
| Cerity Partners LLC | 7,593 | $399.3K | 0.00% | +465+6.5% | Added |
| MetLife Investment Management | 7,939 | $417.4K | 0.00% | 00.0% | Unchanged |
| Yousif Capital Management, LLC | 7,956 | $418.2K | 0.00% | −750−8.6% | Reduced |
| Louisiana State Employees Retirement System | 8,100 | $425.8K | 0.01% | −100−1.2% | Reduced |
| Jane Street Group, LLC | 8,406 | $441.9K | 0.00% | +8,406 | New |
| Franklin Resources Inc | 8,559 | $449.9K | 0.00% | +40+0.5% | Added |
| HSBC Holdings PLC | 8,696 | $456.5K | 0.00% | +365+4.4% | Added |
| American International Group, Inc. | 8,689 | $456.8K | 0.00% | −74−0.8% | Reduced |
| Ethic Inc. | 9,019 | $474.1K | 0.01% | +1,185+15.1% | Added |
| Illinois Municipal Retirement Fund | 9,035 | $475.0K | 0.01% | −549−5.7% | Reduced |
| Riverwater Partners LLC | 9,281 | $487.9K | 0.38% | +185+2.0% | Added |
| Price T Rowe Associates Inc | 9,620 | $506.0K | 0.00% | +920+10.6% | Added |
| Citigroup Inc | 9,680 | $508.9K | 0.00% | +3,481+56.2% | Added |
| Envestnet Asset Management Inc | 9,778 | $514.0K | 0.00% | +578+6.3% | Added |
| State of Alaska, Department of Revenue | 9,904 | $520.0K | 0.01% | −116−1.2% | Reduced |
| Rockefeller Capital Management L.P. | 10,000 | $525.7K | 0.00% | 00.0% | Unchanged |
| Cornercap Investment Counsel Inc | 10,192 | $535.8K | 0.09% | −10,067−49.7% | Reduced |
| Tower Research Capital LLC (TRC) | 10,361 | $544.7K | 0.01% | +2,085+25.2% | Added |