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 |
|---|---|---|---|---|---|
| New York Life Investment Management LLC | 7,030 | $368.0K | 0.00% | +927+15.2% | Added |
| Janus Henderson Group PLC | 6,940 | $363.6K | 0.00% | +10.0% | Added |
| Susquehanna Fundamental Investments, LLC | 6,610 | $346.0K | 0.02% | +6,610 | New |
| New York State Common Retirement Fund | 6,545 | $342.6K | 0.00% | −7,793−54.4% | Reduced |
| Creative Planning | 6,540 | $342.4K | 0.00% | −102−1.5% | Reduced |
| 1620 Investment Advisors, Inc. | 6,497 | $340.1K | 0.35% | −39−0.6% | Reduced |
| Financial Counselors Inc | 6,469 | $338.7K | 0.01% | 00.0% | Unchanged |
| New Hampshire Trust | 6,469 | $338.7K | 0.08% | 00.0% | Unchanged |
| LPL Financial LLC | 6,276 | $328.5K | 0.00% | +6,276 | New |
| Nebula Research & Development LLC | 6,015 | $314.9K | 0.07% | +6,015 | New |
| New York State Teachers Retirement System | 5,941 | $311.0K | 0.00% | −100−1.7% | Reduced |
| Boston Partners | 5,881 | $307.9K | 0.00% | 00.0% | Unchanged |
| Signature Wealth Management Partners, LLC | 5,876 | $307.6K | 0.25% | 00.0% | Unchanged |
| Balyasny Asset Management LLC | 5,531 | $289.5K | 0.00% | +5,531 | New |
| Public Employees Retirement Association of Colorado | 5,391 | $282.0K | 0.00% | 00.0% | Unchanged |
| Meritage Portfolio Management | 5,320 | $279.0K | 0.02% | −312−5.5% | Reduced |
| Amalgamated Bank | 5,205 | $272.0K | 0.00% | −1,103−17.5% | Reduced |
| Ellevest, Inc. | 5,143 | $269.2K | 0.02% | −540−9.5% | Reduced |
| Private Advisor Group, LLC | 5,092 | $266.6K | 0.00% | +5,092 | New |
| Teachers Retirement System of the State of Kentucky | 4,870 | $255.0K | 0.00% | 00.0% | Unchanged |
| Virtus Investment Advisers, Inc. | 4,737 | $248.0K | 0.18% | 00.0% | Unchanged |
| Everence Capital Management Inc | 4,640 | $243.0K | 0.02% | +4,640 | New |
| ProShare Advisors LLC | 4,599 | $240.8K | 0.00% | +107+2.4% | Added |
| Arizona State Retirement System | 4,424 | $231.6K | 0.00% | −75−1.7% | Reduced |
| The PNC Financial Services Group, Inc. | 4,333 | $226.8K | 0.00% | +484+12.6% | Added |
| Pictet Asset Management Holding SA | 4,285 | $224.3K | 0.00% | 00.0% | Unchanged |
| Oregon Public Employees Retirement Fund | 4,278 | $224.0K | 0.00% | −400−8.6% | Reduced |
| Panagora Asset Management Inc | 4,049 | $212.0K | 0.00% | −1,865−31.5% | Reduced |
| Oppenheimer & Co Inc | 3,925 | $205.5K | 0.00% | 00.0% | Unchanged |
| Jump Financial, LLC | 3,915 | $204.9K | 0.01% | −1,485−27.5% | Reduced |
| State Board of Administration of Florida Retirement System | 3,587 | $204.6K | 0.00% | −970−21.3% | Reduced |
| MKT Advisors LLC | 4,159 | $204.2K | 0.11% | 00.0% | Unchanged |
| Amundi | 3,990 | $196.1K | 0.00% | +827+26.1% | Added |
| Shell Asset Management Co | 3,406 | $176.0K | 0.01% | −349−9.3% | Reduced |
| Mendota Financial Group, LLC | 3,074 | $160.9K | 0.09% | +3,074 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 2,757 | $144.3K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 2,700 | $141.3K | 0.00% | +175+6.9% | Added |
| WR Wealth Planners, LLC | 2,300 | $120.4K | 0.04% | +2,300 | New |
| Ameritas Investment Partners, Inc. | 1,586 | $83.0K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 1,462 | $77.0K | 0.00% | 00.0% | Unchanged |
| Kepos Capital LP | 1,372 | $71.0K | 0.02% | +178+14.9% | Added |
| Nisa Investment Advisors, LLC | 1,332 | $69.7K | 0.00% | −378−22.1% | Reduced |
| Armstrong Advisory Group, Inc | 1,263 | $66.4K | 0.01% | 00.0% | Unchanged |
| Qube Research & Technologies Ltd | 1,003 | $52.5K | 0.00% | +1,003 | New |
| Baldwin Brothers Inc | 1,000 | $52.4K | 0.00% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 844 | $44.2K | 0.00% | −129−13.3% | Reduced |
| Quadrant Capital Group LLC | 717 | $37.5K | 0.00% | +455+173.7% | Added |
| Tower Research Capital LLC (TRC) | 695 | $36.4K | 0.00% | −9,666−93.3% | Reduced |
| Federated Hermes, Inc. | 579 | $30.3K | 0.00% | −234−28.8% | Reduced |
| Aquatic Capital Management LLC | 500 | $26.2K | 0.00% | +500 | New |
| GAMMA Investing LLC | 384 | $20.1K | 0.00% | +76+24.7% | Added |
| Signaturefd, LLC | 365 | $19.1K | 0.00% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 328 | $17.2K | 0.00% | +70+27.1% | Added |
| Public Employees Retirement System of Ohio | 327 | $17.1K | 0.00% | +10+3.2% | Added |
| Piscataqua Savings Bank | 300 | $15.7K | 0.01% | 00.0% | Unchanged |
| Citadel Advisors LLC | 274 | $14.3K | 0.00% | +274 | New |
| Steward Partners Investment Advisory, LLC | 250 | $13.1K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 239 | $12.4K | 0.00% | +239 | New |
| Harbour Investments, Inc. | 200 | $10.5K | 0.00% | 00.0% | Unchanged |
| Cambridge Trust Co | 176 | $9.21K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 168 | $8.79K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 150 | $7.85K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 142 | $7.43K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 135 | $7.00K | 0.00% | +2+1.5% | Added |
| First Horizon Advisors, Inc. | 128 | $6.70K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 117 | $6.13K | 0.00% | +4+3.5% | Added |
| Beaird Harris Wealth Management, LLC | 100 | $5.24K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 88 | $4.61K | 0.00% | +36+69.2% | Added |
| Fortitude Family Office, LLC | 86 | $4.50K | 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 |
| Capital Advisors, Ltd. LLC | 40 | $2.00K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 38 | $2.00K | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 32 | $1.68K | 0.00% | +12+60.0% | Added |
| Lindbrook Capital, LLC | 31 | $1.62K | 0.00% | −65−67.7% | Reduced |
| US Bancorp | 24 | $1.26K | 0.00% | −86−78.2% | Reduced |
| Farther Finance Advisors, LLC | 22 | $1.14K | 0.00% | +10+83.3% | Added |
| CWM, LLC | 17 | $1.00K | 0.00% | −79−82.3% | Reduced |
| Parallel Advisors, LLC | 17 | $873 | 0.00% | +1+6.3% | Added |
| Farmers & Merchants Investments Inc | 13 | $681 | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 12 | $629 | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 11 | $579 | 0.00% | +11 | New |
| Umb Bank N A | 10 | $524 | 0.00% | +10 | New |
| Versant Capital Management, Inc | 6 | $314 | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 5 | $262 | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 3 | $157 | 0.00% | +3 | New |
| Covestor Ltd | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Norges Bank | 0 | $0 | 0.00% | −27,500−100.0% | Sold out |
| Allianz Asset Management GmbH | 0 | $0 | 0.00% | −26,525−100.0% | Sold out |
| AE Wealth Management LLC | 0 | $0 | 0.00% | −11,222−100.0% | Sold out |
| Cornercap Investment Counsel Inc | 0 | $0 | 0.00% | −10,192−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −8,406−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −7,402−100.0% | Sold out |
| Sigma Planning Corp | 0 | $0 | 0.00% | −3,956−100.0% | Sold out |
| Flputnam Investment Management Co | 0 | $0 | 0.00% | −3,869−100.0% | Sold out |
| SG Americas Securities, LLC | 0 | $0 | 0.00% | −2,493−100.0% | Sold out |
| KBC Group NV | 0 | $0 | 0.00% | −549−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −500−100.0% | Sold out |
| Allworth Financial LP | 0 | $0 | 0.00% | −300−100.0% | Sold out |
| Global Wealth Management Investment Advisory, Inc. | 0 | $0 | 0.00% | −280−100.0% | Sold out |