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 |
|---|---|---|---|---|---|
| AE Wealth Management LLC | 11,222 | $549.9K | 0.00% | +11,222 | New |
| Bank of Montreal | 10,891 | $579.6K | 0.00% | +460+4.4% | Added |
| Commonwealth Equity Services, LLC | 11,507 | $605.0K | 0.00% | −54−0.5% | Reduced |
| State of Tennessee, Treasury Department | 12,396 | $651.7K | 0.00% | −1,050−7.8% | Reduced |
| STRS Ohio | 12,500 | $657.0K | 0.00% | 00.0% | Unchanged |
| Teacher Retirement System of Texas | 12,900 | $678.0K | 0.00% | +1,314+11.3% | Added |
| Wedge Capital Management L L P | 13,307 | $699.5K | 0.01% | +13,307 | New |
| Texas Permanent School Fund | 13,907 | $731.1K | 0.01% | +643+4.8% | Added |
| New York State Common Retirement Fund | 14,338 | $753.7K | 0.00% | −603−4.0% | Reduced |
| Thrivent Financial for Lutherans | 14,345 | $754.0K | 0.00% | −376−2.6% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 15,237 | $801.0K | 0.00% | +106+0.7% | Added |
| Hennessy Advisors Inc | 16,098 | $846.3K | 0.04% | −800−4.7% | Reduced |
| Alliancebernstein L.P. | 16,100 | $846.4K | 0.00% | 00.0% | Unchanged |
| Two Sigma Investments, LP | 16,136 | $848.3K | 0.00% | −18,335−53.2% | Reduced |
| California State Teachers Retirement System | 16,956 | $891.4K | 0.00% | −793−4.5% | Reduced |
| Wakefield Asset Management LLLP | 17,045 | $896.1K | 0.33% | +3,971+30.4% | Added |
| Annex Advisory Services, LLC | 17,065 | $897.1K | 0.04% | +10,485+159.3% | Added |
| Campbell & CO Investment Adviser LLC | 17,509 | $920.4K | 0.08% | +9,346+114.5% | Added |
| Man Group plc | 17,700 | $930.5K | 0.00% | – | – |
| Guggenheim Capital LLC | 17,963 | $944.3K | 0.01% | +2,181+13.8% | Added |
| Prudential Financial Inc | 18,805 | $988.6K | 0.00% | −59−0.3% | Reduced |
| Maryland State Retirement & Pension System | 19,190 | $1.01M | 0.02% | +13,263+223.8% | Added |
| American Century Companies Inc | 19,342 | $1.02M | 0.00% | +5,023+35.1% | Added |
| Algert Global LLC | 19,528 | $1.03M | 0.04% | +2,620+15.5% | Added |
| Victory Capital Management Inc | 19,553 | $1.03M | 0.00% | +19,553 | New |
| UBS Asset Management Americas Inc | 20,203 | $1.06M | 0.00% | +4,487+28.6% | Added |
| Advisors Asset Management, Inc. | 22,256 | $1.17M | 0.02% | +1,621+7.9% | Added |
| Great West Life Assurance Co | 22,723 | $1.19M | 0.00% | −563−2.4% | Reduced |
| Wells Fargo & Company | 22,938 | $1.21M | 0.00% | +350+1.5% | Added |
| Voya Investment Management LLC | 24,786 | $1.30M | 0.00% | +20.0% | Added |
| Anchor Capital Advisors LLC | 25,314 | $1.33M | 0.04% | +5,402+27.1% | Added |
| Allianz Asset Management GmbH | 26,525 | $1.39M | 0.00% | −7,154−21.2% | Reduced |
| Exchange Traded Concepts, LLC | 27,129 | $1.43M | 0.04% | +215+0.8% | Added |
| Norges Bank | 27,500 | $1.45M | 0.00% | +10,100+58.0% | Added |
| Raymond James & Associates | 29,037 | $1.53M | 0.00% | +3,933+15.7% | Added |
| Credit Suisse AG | 31,246 | $1.64M | 0.00% | +93+0.3% | Added |
| Swiss National Bank | 31,700 | $1.67M | 0.00% | −3,700−10.5% | Reduced |
| UBS Group AG | 32,117 | $1.69M | 0.00% | +8,627+36.7% | Added |
| Deutsche Bank AG | 32,570 | $1.71M | 0.00% | −7,550−18.8% | Reduced |
| HighTower Advisors, LLC | 33,274 | $1.76M | 0.00% | +24,682+287.3% | Added |
| Public Sector Pension Investment Board | 33,412 | $1.76M | 0.01% | +13,523+68.0% | Added |
| North Star Investment Management Corp. | 33,500 | $1.76M | 0.14% | −110−0.3% | Reduced |
| Martingale Asset Management L P | 36,758 | $1.93M | 0.04% | +259+0.7% | Added |
| Barclays PLC | 36,947 | $1.94M | 0.00% | +17,505+90.0% | Added |
| Two Sigma Advisers, LP | 39,400 | $2.07M | 0.00% | −1,900−4.6% | Reduced |
| Legal & General Group Plc | 45,035 | $2.37M | 0.00% | −523−1.1% | Reduced |
| Johnson Investment Counsel Inc | 50,233 | $2.64M | 0.03% | +2,943+6.2% | Added |
| Goldman Sachs Group Inc | 50,319 | $2.65M | 0.00% | −9,809−16.3% | Reduced |
| Advisor Group Holdings, Inc. | 50,919 | $2.68M | 0.00% | −56,805−52.7% | Reduced |
| State of New Jersey Common Pension Fund D | 51,186 | $2.69M | 0.01% | 00.0% | Unchanged |
| First Manhattan Co | 51,555 | $2.71M | 0.01% | +3,500+7.3% | Added |
| Rhumbline Advisers | 52,661 | $2.77M | 0.00% | +968+1.9% | Added |
| Bank of America Corp | 59,851 | $3.15M | 0.00% | +8,634+16.9% | Added |
| Assenagon Asset Management S.A. | 67,835 | $3.57M | 0.01% | −16,504−19.6% | Reduced |
| Ameriprise Financial Inc | 69,266 | $3.64M | 0.00% | −24,559−26.2% | Reduced |
| Gabelli Funds LLC | 72,500 | $3.81M | 0.03% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 79,447 | $4.18M | 0.01% | −192−0.2% | Reduced |
| Putnam Investments LLC | 80,027 | $4.21M | 0.01% | +5,767+7.8% | Added |
| Deprince Race & Zollo Inc | 87,025 | $4.57M | 0.10% | 00.0% | Unchanged |
| Principal Financial Group Inc | 89,348 | $4.70M | 0.00% | −1,260−1.4% | Reduced |
| Brandywine Global Investment Management, LLC | 93,500 | $4.92M | 0.04% | −18,600−16.6% | Reduced |
| SEI Investments Co | 111,580 | $5.87M | 0.01% | +81+0.1% | Added |
| Foundry Partners, LLC | 119,540 | $6.28M | 0.38% | +6,505+5.8% | Added |
| Nuveen Asset Management, LLC | 126,236 | $6.64M | 0.00% | +557+0.4% | Added |
| Royal Bank of Canada | 126,249 | $6.64M | 0.00% | +15,296+13.8% | Added |
| Invesco Ltd. | 135,792 | $7.14M | 0.00% | −12,401−8.4% | Reduced |
| Great Lakes Advisors, LLC | 137,332 | $7.22M | 0.07% | −41,574−23.2% | Reduced |
| Morgan Stanley | 197,276 | $10.4M | 0.00% | +14,375+7.9% | Added |
| Northern Trust Corp | 207,796 | $10.9M | 0.00% | +1,084+0.5% | Added |
| Charles Schwab Investment Management Inc | 213,062 | $11.2M | 0.00% | +9,489+4.7% | Added |
| Bank of New York Mellon Corp | 221,954 | $11.7M | 0.00% | −627−0.3% | Reduced |
| Frontier Capital Management Co LLC | 281,961 | $14.8M | 0.15% | −4,497−1.6% | Reduced |
| Geode Capital Management, LLC | 346,282 | $18.2M | 0.00% | +19,074+5.8% | Added |
| Boston Trust Walden Corp | 401,233 | $21.1M | 0.16% | +19,855+5.2% | Added |
| Dimensional Fund Advisors LP | 436,061 | $22.9M | 0.01% | −751−0.2% | Reduced |
| Aristotle Capital Boston, LLC | 455,578 | $23.9M | 0.73% | −1,931−0.4% | Reduced |
| Renaissance Technologies LLC | 468,351 | $24.6M | 0.04% | −7,900−1.7% | Reduced |
| Manufacturers Life Insurance Company, The | 488,461 | $25.7M | 0.02% | +83,980+20.8% | Added |
| State Street Corp | 651,915 | $34.3M | 0.00% | +42,283+6.9% | Added |
| JPMorgan Chase & Co | 659,625 | $34.7M | 0.00% | +144,178+28.0% | Added |
| Vanguard Group Inc | 1,273,199 | $66.9M | 0.00% | +29,960+2.4% | Added |
| BlackRock Inc. | 2,932,304 | $154.2M | 0.00% | +16,171+0.6% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 0 | $0 | 0.00% | −10,758−100.0% | Sold out |
| PDT Partners, LLC | 0 | $0 | 0.00% | −7,256−100.0% | Sold out |
| D. E. Shaw & Co., Inc. | 0 | $0 | 0.00% | −7,113−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −5,168−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −4,841−100.0% | Sold out |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −2,525−100.0% | Sold out |
| WR Wealth Planners, LLC | 0 | $0 | 0.00% | −2,300−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −1,424−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −1,100−100.0% | Sold out |
| IFP Advisors, Inc | 0 | $0 | 0.00% | −500−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −50−100.0% | Sold out |
| Steward Financial Group LLC | – | – | – | – | Not filed |