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, Q1 2024
Institutional positions in Unitil Corp as of Mar 31, 2024. 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
- 187
- +6 vs. Q4 2023
- Shares held
- 12.3M
- −63.0K (−0.5%) vs. Q4 2023
- Total value
- $641.4M
- −$6.04M (−0.9%) vs. Q4 2023
- New holders
- 19
- 61 more added
- Sold out
- 13
- 66 more reduced
1 institution that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding Unitil Corp; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Covestor Ltd | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 3 | $157 | 0.00% | +3 | New |
| Parkside Financial Bank & Trust | 5 | $262 | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 6 | $314 | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 10 | $524 | 0.00% | +10 | New |
| Cornerstone Planning Group LLC | 11 | $579 | 0.00% | +11 | New |
| Bell Investment Advisors, Inc | 12 | $629 | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 13 | $681 | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 17 | $873 | 0.00% | +1+6.3% | Added |
| CWM, LLC | 17 | $1.00K | 0.00% | −79−82.3% | Reduced |
| Farther Finance Advisors, LLC | 22 | $1.14K | 0.00% | +10+83.3% | Added |
| US Bancorp | 24 | $1.26K | 0.00% | −86−78.2% | Reduced |
| Lindbrook Capital, LLC | 31 | $1.62K | 0.00% | −65−67.7% | Reduced |
| ClariVest Asset Management LLC | 32 | $1.68K | 0.00% | +12+60.0% | Added |
| Sachetta, LLC | 38 | $2.00K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 40 | $2.00K | 0.00% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 74 | $3.87K | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 74 | $3.87K | 0.00% | +74 | New |
| Fortitude Family Office, LLC | 86 | $4.50K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 88 | $4.61K | 0.00% | +36+69.2% | Added |
| Beaird Harris Wealth Management, LLC | 100 | $5.24K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 117 | $6.13K | 0.00% | +4+3.5% | Added |
| First Horizon Advisors, Inc. | 128 | $6.70K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 135 | $7.00K | 0.00% | +2+1.5% | Added |
| HM Payson & Co | 142 | $7.43K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 150 | $7.85K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 168 | $8.79K | 0.00% | 00.0% | Unchanged |
| Cambridge Trust Co | 176 | $9.21K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 200 | $10.5K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 239 | $12.4K | 0.00% | +239 | New |
| Steward Partners Investment Advisory, LLC | 250 | $13.1K | 0.00% | 00.0% | Unchanged |
| Citadel Advisors LLC | 274 | $14.3K | 0.00% | +274 | New |
| Piscataqua Savings Bank | 300 | $15.7K | 0.01% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 327 | $17.1K | 0.00% | +10+3.2% | Added |
| Allspring Global Investments Holdings, LLC | 328 | $17.2K | 0.00% | +70+27.1% | Added |
| Signaturefd, LLC | 365 | $19.1K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 384 | $20.1K | 0.00% | +76+24.7% | Added |
| Aquatic Capital Management LLC | 500 | $26.2K | 0.00% | +500 | New |
| Federated Hermes, Inc. | 579 | $30.3K | 0.00% | −234−28.8% | Reduced |
| Tower Research Capital LLC (TRC) | 695 | $36.4K | 0.00% | −9,666−93.3% | Reduced |
| Quadrant Capital Group LLC | 717 | $37.5K | 0.00% | +455+173.7% | Added |
| Metropolitan Life Insurance Co | 844 | $44.2K | 0.00% | −129−13.3% | Reduced |
| Baldwin Brothers Inc | 1,000 | $52.4K | 0.00% | 00.0% | Unchanged |
| Qube Research & Technologies Ltd | 1,003 | $52.5K | 0.00% | +1,003 | New |
| Armstrong Advisory Group, Inc | 1,263 | $66.4K | 0.01% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 1,332 | $69.7K | 0.00% | −378−22.1% | Reduced |
| Kepos Capital LP | 1,372 | $71.0K | 0.02% | +178+14.9% | Added |
| Benjamin F. Edwards & Company, Inc. | 1,462 | $77.0K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 1,586 | $83.0K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 2,300 | $120.4K | 0.04% | +2,300 | New |
| FMR LLC | 2,700 | $141.3K | 0.00% | +175+6.9% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 2,757 | $144.3K | 0.00% | 00.0% | Unchanged |
| Mendota Financial Group, LLC | 3,074 | $160.9K | 0.09% | +3,074 | New |
| Shell Asset Management Co | 3,406 | $176.0K | 0.01% | −349−9.3% | Reduced |
| Amundi | 3,990 | $196.1K | 0.00% | +827+26.1% | Added |
| MKT Advisors LLC | 4,159 | $204.2K | 0.11% | 00.0% | Unchanged |
| State Board of Administration of Florida Retirement System | 3,587 | $204.6K | 0.00% | −970−21.3% | Reduced |
| Jump Financial, LLC | 3,915 | $204.9K | 0.01% | −1,485−27.5% | Reduced |
| Oppenheimer & Co Inc | 3,925 | $205.5K | 0.00% | 00.0% | Unchanged |
| Panagora Asset Management Inc | 4,049 | $212.0K | 0.00% | −1,865−31.5% | Reduced |
| Oregon Public Employees Retirement Fund | 4,278 | $224.0K | 0.00% | −400−8.6% | Reduced |
| Pictet Asset Management Holding SA | 4,285 | $224.3K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 4,333 | $226.8K | 0.00% | +484+12.6% | Added |
| Arizona State Retirement System | 4,424 | $231.6K | 0.00% | −75−1.7% | Reduced |
| ProShare Advisors LLC | 4,599 | $240.8K | 0.00% | +107+2.4% | Added |
| Everence Capital Management Inc | 4,640 | $243.0K | 0.02% | +4,640 | New |
| Virtus Investment Advisers, Inc. | 4,737 | $248.0K | 0.18% | 00.0% | Unchanged |
| Teachers Retirement System of the State of Kentucky | 4,870 | $255.0K | 0.00% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 5,092 | $266.6K | 0.00% | +5,092 | New |
| Ellevest, Inc. | 5,143 | $269.2K | 0.02% | −540−9.5% | Reduced |
| Amalgamated Bank | 5,205 | $272.0K | 0.00% | −1,103−17.5% | Reduced |
| Meritage Portfolio Management | 5,320 | $279.0K | 0.02% | −312−5.5% | Reduced |
| Public Employees Retirement Association of Colorado | 5,391 | $282.0K | 0.00% | 00.0% | Unchanged |
| Balyasny Asset Management LLC | 5,531 | $289.5K | 0.00% | +5,531 | New |
| Signature Wealth Management Partners, LLC | 5,876 | $307.6K | 0.25% | 00.0% | Unchanged |
| Boston Partners | 5,881 | $307.9K | 0.00% | 00.0% | Unchanged |
| New York State Teachers Retirement System | 5,941 | $311.0K | 0.00% | −100−1.7% | Reduced |
| Nebula Research & Development LLC | 6,015 | $314.9K | 0.07% | +6,015 | New |
| LPL Financial LLC | 6,276 | $328.5K | 0.00% | +6,276 | New |
| Financial Counselors Inc | 6,469 | $338.7K | 0.01% | 00.0% | Unchanged |
| New Hampshire Trust | 6,469 | $338.7K | 0.08% | 00.0% | Unchanged |
| 1620 Investment Advisors, Inc. | 6,497 | $340.1K | 0.35% | −39−0.6% | Reduced |
| Creative Planning | 6,540 | $342.4K | 0.00% | −102−1.5% | Reduced |
| New York State Common Retirement Fund | 6,545 | $342.6K | 0.00% | −7,793−54.4% | Reduced |
| Susquehanna Fundamental Investments, LLC | 6,610 | $346.0K | 0.02% | +6,610 | New |
| Janus Henderson Group PLC | 6,940 | $363.6K | 0.00% | +10.0% | Added |
| New York Life Investment Management LLC | 7,030 | $368.0K | 0.00% | +927+15.2% | Added |
| Yousif Capital Management, LLC | 7,266 | $380.4K | 0.00% | −690−8.7% | Reduced |
| MetLife Investment Management | 7,939 | $415.6K | 0.00% | 00.0% | Unchanged |
| PDT Partners, LLC | 7,990 | $418.3K | 0.04% | +7,990 | New |
| Louisiana State Employees Retirement System | 8,000 | $418.8K | 0.01% | −100−1.2% | Reduced |
| State of Wisconsin Investment Board | 8,164 | $427.4K | 0.00% | +8,164 | New |
| Cerity Partners LLC | 8,604 | $449.9K | 0.00% | +1,011+13.3% | Added |
| American International Group, Inc. | 8,613 | $450.9K | 0.00% | −76−0.9% | Reduced |
| Janney Montgomery Scott LLC | 8,743 | $458.0K | 0.00% | +2,018+30.0% | Added |
| Riverwater Partners LLC | 9,152 | $479.1K | 0.35% | −129−1.4% | Reduced |
| Illinois Municipal Retirement Fund | 9,172 | $480.0K | 0.01% | +137+1.5% | Added |
| Two Sigma Investments, LP | 9,379 | $491.0K | 0.00% | −6,757−41.9% | Reduced |
| STRS Ohio | 9,400 | $492.0K | 0.00% | −3,100−24.8% | Reduced |
| State of Alaska, Department of Revenue | 9,807 | $513.0K | 0.01% | −97−1.0% | Reduced |