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, Q2 2024
Institutional positions in Unitil Corp as of Jun 30, 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
- 200
- +16 vs. Q1 2024
- Shares held
- 12.3M
- +113.8K (+0.9%) vs. Q1 2024
- Total value
- $638.9M
- −$886.8K (−0.1%) vs. Q1 2024
- New holders
- 24
- 74 more added
- Sold out
- 8
- 62 more reduced
3 institutions that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2024: 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, Q2 2024
Shares, value and share of portfolio for each institution holding Unitil Corp; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Covestor Ltd | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 2 | $104 | 0.00% | +2 | New |
| Toronto Dominion Bank | 4 | $207 | 0.00% | +4 | New |
| Parkside Financial Bank & Trust | 5 | $259 | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 5 | $259 | 0.00% | +5 | New |
| Versant Capital Management, Inc | 6 | $311 | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 10 | $518 | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 12 | $621 | 0.00% | −20−62.5% | Reduced |
| Bell Investment Advisors, Inc | 12 | $622 | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 11 | $654 | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 13 | $673 | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 11 | $674 | 0.00% | +11 | New |
| US Bancorp | 24 | $1.24K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 30 | $1.56K | 0.00% | +8+36.4% | Added |
| Lindbrook Capital, LLC | 34 | $1.76K | 0.00% | +3+9.7% | Added |
| Sachetta, LLC | 38 | $2.33K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 53 | $2.73K | 0.00% | +36+211.8% | Added |
| Riggs Asset Managment Co. Inc. | 67 | $3.47K | 0.00% | −7−9.5% | Reduced |
| Smartleaf Asset Management LLC | 76 | $3.91K | 0.00% | +76 | New |
| Capital Advisors, Ltd. LLC | 83 | $4.00K | 0.00% | +43+107.5% | Added |
| Fortitude Family Office, LLC | 86 | $4.45K | 0.00% | 00.0% | Unchanged |
| EntryPoint Capital, LLC | 99 | $5.13K | 0.00% | +99 | New |
| Beaird Harris Wealth Management, LLC | 100 | $5.18K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 128 | $6.63K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 131 | $6.78K | 0.00% | +14+12.0% | Added |
| Bessemer Group Inc | 135 | $7.00K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 142 | $7.36K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 150 | $7.77K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 168 | $8.79K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 182 | $9.43K | 0.00% | +94+106.8% | Added |
| Catalyst Funds Management Pty Ltd | 200 | $10.4K | 0.00% | +200 | New |
| Harbour Investments, Inc. | 236 | $12.2K | 0.00% | +36+18.0% | Added |
| CIBC Private Wealth Group, LLC | 239 | $12.3K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 250 | $12.9K | 0.00% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 300 | $15.5K | 0.01% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 347 | $18.0K | 0.00% | +20+6.1% | Added |
| Signaturefd, LLC | 365 | $18.9K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 403 | $21.0K | 0.00% | +386+2,270.6% | Added |
| GAMMA Investing LLC | 561 | $29.1K | 0.00% | +177+46.1% | Added |
| Federated Hermes, Inc. | 601 | $31.1K | 0.00% | +22+3.8% | Added |
| Quadrant Capital Group LLC | 949 | $49.1K | 0.00% | +232+32.4% | Added |
| Baldwin Brothers Inc | 1,000 | $51.8K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 1,263 | $65.4K | 0.01% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 1,339 | $69.3K | 0.00% | +7+0.5% | Added |
| Quantbot Technologies LP | 1,419 | $73.5K | 0.00% | +1,419 | New |
| Benjamin F. Edwards & Company, Inc. | 1,462 | $76.0K | 0.00% | 00.0% | Unchanged |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 1,573 | $81.5K | 0.00% | +1,573 | New |
| Citadel Advisors LLC | 1,578 | $81.7K | 0.00% | +1,304+475.9% | Added |
| Ameritas Investment Partners, Inc. | 1,586 | $82.1K | 0.00% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 1,647 | $85.3K | 0.00% | +1,319+402.1% | Added |
| Kepos Capital LP | 1,694 | $88.0K | 0.03% | +322+23.5% | Added |
| WR Wealth Planners, LLC | 2,200 | $113.9K | 0.03% | −100−4.3% | Reduced |
| FMR LLC | 2,581 | $133.7K | 0.00% | −119−4.4% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 2,757 | $142.8K | 0.00% | 00.0% | Unchanged |
| Mendota Financial Group, LLC | 3,074 | $159.2K | 0.09% | 00.0% | Unchanged |
| Amundi | 3,472 | $179.3K | 0.00% | −518−13.0% | Reduced |
| SG Americas Securities, LLC | 3,491 | $181.0K | 0.00% | +3,491 | New |
| Oregon Public Employees Retirement Fund | 3,878 | $200.8K | 0.00% | −400−9.4% | Reduced |
| Tower Research Capital LLC (TRC) | 3,899 | $201.9K | 0.00% | +3,204+461.0% | Added |
| Jump Financial, LLC | 3,904 | $202.2K | 0.00% | −11−0.3% | Reduced |
| Oppenheimer & Co Inc | 3,925 | $203.3K | 0.00% | 00.0% | Unchanged |
| AQR Capital Management LLC | 4,014 | $207.9K | 0.00% | +4,014 | New |
| MKT Advisors LLC | 4,159 | $215.5K | 0.11% | 00.0% | Unchanged |
| Virtus Investment Advisers, Inc. | 4,177 | $216.3K | 0.18% | −560−11.8% | Reduced |
| Walleye Capital LLC | 4,270 | $221.1K | 0.00% | +4,270 | New |
| Pictet Asset Management Holding SA | 4,285 | $221.9K | 0.00% | 00.0% | Unchanged |
| Man Group plc | 4,389 | $227.3K | 0.00% | −9,558−68.5% | Reduced |
| Kesler, Norman & Wride, LLC | 4,422 | $229.0K | 0.05% | +4,422 | New |
| State Board of Administration of Florida Retirement System | 4,487 | $232.4K | 0.00% | +900+25.1% | Added |
| Arizona State Retirement System | 4,524 | $234.3K | 0.00% | +100+2.3% | Added |
| Bokf, NA | 4,544 | $235.3K | 0.00% | +4,544 | New |
| Everence Capital Management Inc | 4,640 | $236.0K | 0.02% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 4,585 | $237.5K | 0.00% | +252+5.8% | Added |
| Amalgamated Bank | 4,816 | $249.0K | 0.00% | −389−7.5% | Reduced |
| Teachers Retirement System of the State of Kentucky | 4,870 | $253.0K | 0.00% | 00.0% | Unchanged |
| Ellevest, Inc. | 5,033 | $260.7K | 0.02% | −110−2.1% | Reduced |
| Panagora Asset Management Inc | 5,064 | $262.3K | 0.00% | +1,015+25.1% | Added |
| Private Advisor Group, LLC | 5,231 | $270.9K | 0.00% | +139+2.7% | Added |
| Meritage Portfolio Management | 5,318 | $275.0K | 0.02% | −20.0% | Reduced |
| Public Employees Retirement Association of Colorado | 5,391 | $279.0K | 0.00% | 00.0% | Unchanged |
| New York State Teachers Retirement System | 5,441 | $282.0K | 0.00% | −500−8.4% | Reduced |
| LPL Financial LLC | 5,705 | $295.5K | 0.00% | −571−9.1% | Reduced |
| Signature Wealth Management Partners, LLC | 5,876 | $304.3K | 0.23% | 00.0% | Unchanged |
| Financial Counselors Inc | 6,379 | $330.4K | 0.01% | −90−1.4% | Reduced |
| New Hampshire Trust | 6,379 | $330.4K | 0.08% | −90−1.4% | Reduced |
| Yousif Capital Management, LLC | 6,498 | $336.5K | 0.00% | −768−10.6% | Reduced |
| Susquehanna Fundamental Investments, LLC | 6,610 | $342.3K | 0.01% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 6,635 | $343.6K | 0.00% | +90+1.4% | Added |
| Creative Planning | 6,758 | $350.0K | 0.00% | +218+3.3% | Added |
| Janus Henderson Group PLC | 6,858 | $354.6K | 0.00% | −82−1.2% | Reduced |
| Quest Partners LLC | 6,893 | $357.0K | 0.05% | +6,893 | New |
| Sherbrooke Park Advisers LLC | 6,988 | $361.9K | 0.06% | +6,988 | New |
| 1620 Investment Advisors, Inc. | 7,145 | $370.0K | 0.28% | +648+10.0% | Added |
| Susquehanna International Group, LLP | 7,254 | $375.7K | 0.00% | +7,254 | New |
| ExodusPoint Capital Management, LP | 7,289 | $377.0K | 0.00% | +7,289 | New |
| ProShare Advisors LLC | 7,410 | $383.8K | 0.00% | +2,811+61.1% | Added |
| BNP Paribas Arbitrage, SA | 7,526 | $389.8K | 0.00% | −3,561−32.1% | Reduced |
| PDT Partners, LLC | 7,990 | $413.8K | 0.04% | 00.0% | Unchanged |
| Louisiana State Employees Retirement System | 8,100 | $419.5K | 0.01% | +100+1.3% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 8,135 | $421.3K | 0.00% | +8,135 | New |