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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, 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
Comerica Bank7,541$396.4K0.00%−25−0.3%Reduced
Susquehanna International Group, LLP7,402$389.1K0.00%−10,388−58.4%Reduced
Janus Henderson Group PLC6,939$365.2K0.00%−13−0.2%Reduced
Janney Montgomery Scott LLC6,725$354.0K0.00%−649−8.8%Reduced
Winton Group Ltd6,686$351.5K0.03%+9+0.1%Added
Creative Planning6,642$349.2K0.00%+533+8.7%Added
1620 Investment Advisors, Inc.6,536$343.6K0.38%+92+1.4%Added
New Hampshire Trust6,469$340.1K0.08%−315−4.6%Reduced
Financial Counselors Inc6,469$340.1K0.01%00.0%Unchanged
Amalgamated Bank6,308$332.0K0.00%−461−6.8%Reduced
New York Life Investment Management LLC6,103$320.8K0.00%−139−2.2%Reduced
New York State Teachers Retirement System6,041$318.0K0.00%00.0%Unchanged
Panagora Asset Management Inc5,914$310.9K0.00%−3,108−34.4%Reduced
Boston Partners5,881$309.2K0.00%−6,023−50.6%Reduced
Signature Wealth Management Partners, LLC5,876$308.9K0.27%00.0%Unchanged
Ellevest, Inc.5,683$298.8K0.02%+5,683New
Meritage Portfolio Management5,632$296.0K0.02%+119+2.2%Added
Jump Financial, LLC5,400$283.9K0.01%+5,400New
Public Employees Retirement Association of Colorado5,391$283.0K0.00%−1,442−21.1%Reduced
Teachers Retirement System of the State of Kentucky4,870$256.0K0.00%00.0%Unchanged
Virtus Investment Advisers, Inc.4,737$249.0K0.19%00.0%Unchanged
Oregon Public Employees Retirement Fund4,678$245.9K0.00%−100−2.1%Reduced
State Board of Administration of Florida Retirement System4,557$239.6K0.00%+4,557New
BNP Paribas Arbitrage, SA4,513$237.2K0.00%−9,936−68.8%Reduced
Arizona State Retirement System4,499$236.5K0.00%+4,499New
ProShare Advisors LLC4,492$236.1K0.00%+4,492New
Pictet Asset Management Holding SA4,285$225.3K0.00%−687−13.8%Reduced
MKT Advisors LLC4,159$216.4K0.14%−600−12.6%Reduced
Millennium Management LLC4,087$214.9K0.00%−1,227−23.1%Reduced
Sigma Planning Corp3,956$207.9K0.02%+3,956New
Oppenheimer & Co Inc3,925$206.3K0.00%+3,925New
Flputnam Investment Management Co3,869$203.4K0.00%+3,869New
The PNC Financial Services Group, Inc.3,849$202.3K0.00%+154+4.2%Added
Shell Asset Management Co3,755$197.0K0.01%−1,128−23.1%Reduced
Amundi3,163$163.6K0.00%+1,178+59.3%Added
Zurcher Kantonalbank (Zurich Cantonalbank)2,757$144.9K0.00%00.0%Unchanged
FMR LLC2,525$132.7K0.00%+1,627+181.2%Added
SG Americas Securities, LLC2,493$131.0K0.00%+2,493New
Nisa Investment Advisors, LLC1,710$89.9K0.00%−550−24.3%Reduced
Ameritas Investment Partners, Inc.1,586$83.4K0.00%00.0%Unchanged
Benjamin F. Edwards & Company, Inc.1,462$77.0K0.00%00.0%Unchanged
Armstrong Advisory Group, Inc1,263$66.4K0.01%00.0%Unchanged
Kepos Capital LP1,194$63.0K0.02%+1,194New
Baldwin Brothers Inc1,000$52.6K0.00%00.0%Unchanged
Metropolitan Life Insurance Co973$51.2K0.00%00.0%Unchanged
Federated Hermes, Inc.813$42.7K0.00%+103+14.5%Added
KBC Group NV549$29.0K0.00%−151−21.6%Reduced
Advisory Services Network, LLC500$26.3K0.00%+500New
Signaturefd, LLC365$19.2K0.00%+176+93.1%Added
Public Employees Retirement System of Ohio317$16.7K0.00%+5+1.6%Added
Allworth Financial LP300$15.8K0.00%−100−25.0%Reduced
Piscataqua Savings Bank300$15.8K0.01%00.0%Unchanged
Global Wealth Management Investment Advisory, Inc.280$14.7K0.00%00.0%Unchanged
GAMMA Investing LLC308$14.6K0.00%+308New
Quadrant Capital Group LLC262$13.8K0.00%−109−29.4%Reduced
Allspring Global Investments Holdings, LLC258$13.6K0.00%−1,187−82.1%Reduced
Steward Partners Investment Advisory, LLC250$13.1K0.00%00.0%Unchanged
Harbour Investments, Inc.200$10.5K0.00%00.0%Unchanged
Cambridge Trust Co176$9.25K0.00%00.0%Unchanged
Trust Co of Vermont150$7.89K0.00%00.0%Unchanged
HM Payson & Co142$7.46K0.00%00.0%Unchanged
Ronald Blue Trust, Inc.168$7.00K0.00%−2−1.2%Reduced
Bessemer Group Inc133$7.00K0.00%+51+62.2%Added
First Horizon Advisors, Inc.128$6.73K0.00%00.0%Unchanged
Fifth Third Bancorp113$5.94K0.00%+14+14.1%Added
US Bancorp110$5.78K0.00%+28+34.1%Added
Beaird Harris Wealth Management, LLC100$5.26K0.00%00.0%Unchanged
Lindbrook Capital, LLC96$5.05K0.00%+96New
CWM, LLC96$5.00K0.00%−423−81.5%Reduced
Fortitude Family Office, LLC86$4.52K0.00%+86New
LGT Financial Advisors LLC74$3.89K0.00%+74New
Massmutual Trust Co FSB52$2.73K0.00%+52New
Capital Advisors, Ltd. LLC40$2.00K0.00%+40New
Sachetta, LLC38$2.00K0.00%+38New
ClariVest Asset Management LLC20$1.05K0.00%00.0%Unchanged
Parallel Advisors, LLC16$8170.00%+1+6.7%Added
Farmers & Merchants Investments Inc13$6830.00%00.0%Unchanged
Farther Finance Advisors, LLC12$6310.00%00.0%Unchanged
Bell Investment Advisors, Inc12$6310.00%+12New
Versant Capital Management, Inc6$3150.00%00.0%Unchanged
Parkside Financial Bank & Trust5$2630.00%−23−82.1%Reduced
Covestor Ltd1$00.00%−1−50.0%Reduced
Commonwealth of Pennsylvania Public School Empls Retrmt Sys0$00.00%−10,758−100.0%Sold out
PDT Partners, LLC0$00.00%−7,256−100.0%Sold out
D. E. Shaw & Co., Inc.0$00.00%−7,113−100.0%Sold out
Qube Research & Technologies Ltd0$00.00%−5,168−100.0%Sold out
Y-Intercept (Hong Kong) Ltd0$00.00%−4,841−100.0%Sold out
Citadel Advisors LLC0$00.00%−2,525−100.0%Sold out
WR Wealth Planners, LLC0$00.00%−2,300−100.0%Sold out
Quantbot Technologies LP0$00.00%−1,424−100.0%Sold out
Aquatic Capital Management LLC0$00.00%−1,100−100.0%Sold out
IFP Advisors, Inc0$00.00%−500−100.0%Sold out
Simplex Trading, LLC0$00.00%−50−100.0%Sold out
Steward Financial Group LLC––––Not filed