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, Q3 2024
Institutional positions in Unitil Corp as of Sep 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
- 213
- +16 vs. Q2 2024
- Shares held
- 12.8M
- +3.33M (+35.3%) vs. Q2 2024
- Total value
- $772.5M
- +$284.3M (+58.2%) vs. Q2 2024
- New holders
- 26
- 61 more added
- Sold out
- 10
- 75 more reduced
3 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2024
Shares, value and share of portfolio for each institution holding Unitil Corp; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Covestor Ltd | 2 | $0 | 0.00% | +1+100.0% | Added |
| Mendota Financial Group, LLC | 1 | $61 | 0.00% | −3,073−100.0% | Reduced |
| Huntington National Bank | 5 | $303 | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 5 | $303 | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 5 | $303 | 0.00% | +5 | New |
| Umb Bank N A | 10 | $606 | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 10 | $606 | 0.00% | +10 | New |
| ClariVest Asset Management LLC | 12 | $621 | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 11 | $637 | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 11 | $666 | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 12 | $727 | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 13 | $788 | 0.00% | 00.0% | Unchanged |
| US Bancorp | 24 | $1.45K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 30 | $1.82K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 31 | $1.88K | 0.00% | +31 | New |
| Hemington Wealth Management | 48 | $2.00K | 0.00% | +48 | New |
| Versant Capital Management, Inc | 38 | $2.30K | 0.00% | +32+533.3% | Added |
| Sachetta, LLC | 38 | $2.30K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 41 | $2.48K | 0.00% | +7+20.6% | Added |
| Capital Performance Advisors LLP | 41 | $2.48K | 0.00% | +41 | New |
| Smartleaf Asset Management LLC | 53 | $3.16K | 0.00% | −23−30.3% | Reduced |
| Parallel Advisors, LLC | 53 | $3.27K | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 57 | $3.45K | 0.00% | +57 | New |
| Riggs Asset Managment Co. Inc. | 67 | $4.06K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 83 | $5.00K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 86 | $5.21K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 128 | $7.75K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 136 | $8.24K | 0.00% | +5+3.8% | Added |
| HM Payson & Co | 142 | $8.60K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 150 | $9.09K | 0.00% | 00.0% | Unchanged |
| Gen-Wealth Partners Inc | 168 | $9.74K | 0.00% | +168 | New |
| Larson Financial Group LLC | 172 | $10.4K | 0.00% | +170+8,500.0% | Added |
| Eastern Bank | 176 | $10.7K | 0.00% | +176 | New |
| Bessemer Group Inc | 173 | $11.0K | 0.00% | +38+28.1% | Added |
| Massmutual Trust Co FSB | 182 | $11.0K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 236 | $14.3K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 239 | $14.5K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 250 | $15.1K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 296 | $15.3K | 0.00% | +128+76.2% | Added |
| Bryn Mawr Trust Co | 260 | $15.8K | 0.00% | +260 | New |
| Jones Financial Companies LLLP | 274 | $16.3K | 0.00% | +274 | New |
| Piscataqua Savings Bank | 300 | $18.2K | 0.02% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 339 | $20.5K | 0.00% | −8−2.3% | Reduced |
| Signaturefd, LLC | 365 | $22.1K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 551 | $33.0K | 0.00% | +148+36.7% | Added |
| GAMMA Investing LLC | 684 | $41.4K | 0.00% | +123+21.9% | Added |
| Quadrant Capital Group LLC | 830 | $50.3K | 0.00% | −119−12.5% | Reduced |
| Federated Hermes, Inc. | 877 | $53.1K | 0.00% | +276+45.9% | Added |
| Baldwin Brothers Inc | 1,000 | $60.6K | 0.00% | 00.0% | Unchanged |
| Kepos Capital LP | 1,085 | $66.0K | 0.03% | −609−36.0% | Reduced |
| Armstrong Advisory Group, Inc | 1,263 | $76.5K | 0.01% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 1,339 | $81.1K | 0.00% | 00.0% | Unchanged |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 1,573 | $95.3K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 1,586 | $96.1K | 0.00% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 1,661 | $100.6K | 0.00% | +14+0.9% | Added |
| WR Wealth Planners, LLC | 2,200 | $133.3K | 0.04% | 00.0% | Unchanged |
| Millburn Ridgefield Corp | 2,267 | $137.3K | 0.00% | +2,267 | New |
| Citadel Advisors LLC | 2,466 | $149.4K | 0.00% | +888+56.3% | Added |
| FMR LLC | 2,632 | $159.4K | 0.00% | +51+2.0% | Added |
| Amundi | 2,780 | $159.9K | 0.00% | −692−19.9% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 2,757 | $167.0K | 0.00% | 00.0% | Unchanged |
| Shell Asset Management Co | 3,219 | $195.0K | 0.01% | +3,219 | New |
| Jump Financial, LLC | 3,357 | $203.4K | 0.00% | −547−14.0% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 3,457 | $209.4K | 0.00% | +3,457 | New |
| Teton Advisors, Inc. | 3,500 | $212.0K | 0.09% | +3,500 | New |
| Deerfield Management Company, L.P. (Series C) | 3,712 | $224.9K | 0.00% | +3,712 | New |
| Oregon Public Employees Retirement Fund | 3,778 | $228.9K | 0.00% | −100−2.6% | Reduced |
| Kesler, Norman & Wride, LLC | 3,887 | $235.5K | 0.05% | −535−12.1% | Reduced |
| Oppenheimer & Co Inc | 3,925 | $237.8K | 0.00% | 00.0% | Unchanged |
| Pictet Asset Management Holding SA | 4,070 | $246.6K | 0.00% | −215−5.0% | Reduced |
| MKT Advisors LLC | 4,159 | $248.2K | 0.12% | 00.0% | Unchanged |
| Virtus Investment Advisers, Inc. | 4,177 | $253.0K | 0.20% | 00.0% | Unchanged |
| Panagora Asset Management Inc | 4,216 | $255.4K | 0.00% | −848−16.7% | Reduced |
| Bokf, NA | 4,350 | $257.3K | 0.00% | −194−4.3% | Reduced |
| Susquehanna International Group, LLP | 4,252 | $257.6K | 0.00% | −3,002−41.4% | Reduced |
| Mariner, LLC | 4,288 | $259.7K | 0.00% | +4,288 | New |
| Miller Howard Investments Inc | 4,297 | $260.3K | 0.01% | +4,297 | New |
| Centiva Capital, LP | 4,475 | $271.1K | 0.01% | +4,475 | New |
| State Board of Administration of Florida Retirement System | 4,487 | $271.8K | 0.00% | 00.0% | Unchanged |
| Everence Capital Management Inc | 4,640 | $281.0K | 0.02% | 00.0% | Unchanged |
| Arizona State Retirement System | 4,656 | $282.1K | 0.00% | +132+2.9% | Added |
| Millennium Management LLC | 4,740 | $287.1K | 0.00% | −3,581−43.0% | Reduced |
| Amalgamated Bank | 4,770 | $289.0K | 0.00% | −46−1.0% | Reduced |
| Inspire Advisors, LLC | 4,815 | $291.7K | 0.04% | +4,815 | New |
| New York State Common Retirement Fund | 4,835 | $292.9K | 0.00% | −1,800−27.1% | Reduced |
| Private Advisor Group, LLC | 4,882 | $295.7K | 0.00% | −349−6.7% | Reduced |
| ClearAlpha Technologies LP | 4,973 | $301.3K | 0.13% | +4,973 | New |
| The PNC Financial Services Group, Inc. | 4,994 | $302.5K | 0.00% | +409+8.9% | Added |
| Ellevest, Inc. | 5,136 | $311.1K | 0.02% | +103+2.0% | Added |
| New York State Teachers Retirement System | 5,341 | $324.0K | 0.00% | −100−1.8% | Reduced |
| Public Employees Retirement Association of Colorado | 5,391 | $327.0K | 0.00% | 00.0% | Unchanged |
| Balyasny Asset Management LLC | 5,661 | $342.9K | 0.00% | −7,885−58.2% | Reduced |
| Meritage Portfolio Management | 5,800 | $351.0K | 0.02% | +482+9.1% | Added |
| Signature Wealth Management Partners, LLC | 5,876 | $356.0K | 0.26% | 00.0% | Unchanged |
| 1620 Investment Advisors, Inc. | 6,155 | $372.9K | 0.27% | −990−13.9% | Reduced |
| Yousif Capital Management, LLC | 6,322 | $383.0K | 0.00% | −176−2.7% | Reduced |
| Financial Counselors Inc | 6,379 | $386.4K | 0.01% | 00.0% | Unchanged |
| New Hampshire Trust | 6,379 | $386.4K | 0.08% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 6,622 | $401.2K | 0.00% | −904−12.0% | Reduced |
| Janus Henderson Group PLC | 6,858 | $415.5K | 0.00% | 00.0% | Unchanged |