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 |
|---|---|---|---|---|---|
| Creative Planning | 7,155 | $433.4K | 0.00% | +397+5.9% | Added |
| Aurora Investment Counsel | 7,174 | $434.6K | 0.24% | −37,575−84.0% | Reduced |
| AQR Capital Management LLC | 7,236 | $438.4K | 0.00% | +3,222+80.3% | Added |
| SG Americas Securities, LLC | 7,316 | $443.0K | 0.00% | +3,825+109.6% | Added |
| Tower Research Capital LLC (TRC) | 7,395 | $448.0K | 0.01% | +3,496+89.7% | Added |
| LPL Financial LLC | 7,538 | $456.7K | 0.00% | +1,833+32.1% | Added |
| Louisiana State Employees Retirement System | 7,800 | $472.5K | 0.01% | −300−3.7% | Reduced |
| PDT Partners, LLC | 7,990 | $484.0K | 0.04% | 00.0% | Unchanged |
| HSBC Holdings PLC | 8,233 | $492.3K | 0.00% | −1,960−19.2% | Reduced |
| Janney Montgomery Scott LLC | 8,286 | $502.0K | 0.00% | −369−4.3% | Reduced |
| Algert Global LLC | 8,767 | $531.1K | 0.01% | −13,754−61.1% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 8,770 | $531.3K | 0.00% | +635+7.8% | Added |
| Illinois Municipal Retirement Fund | 8,897 | $539.0K | 0.01% | −633−6.6% | Reduced |
| Brandywine Global Investment Management, LLC | 9,300 | $546.7K | 0.00% | −24,800−72.7% | Reduced |
| MetLife Investment Management | 9,043 | $547.8K | 0.00% | 00.0% | Unchanged |
| Cerity Partners LLC | 9,154 | $554.6K | 0.00% | +920+11.2% | Added |
| Corebridge Financial, Inc. | 9,172 | $555.6K | 0.00% | −97−1.0% | Reduced |
| State of Alaska, Department of Revenue | 9,230 | $559.0K | 0.01% | −263−2.8% | Reduced |
| Ellsworth Advisors, LLC | 9,494 | $575.1K | 0.15% | +9,494 | New |
| Bank of Montreal | 9,727 | $580.6K | 0.00% | −766−7.3% | Reduced |
| Wells Fargo & Company | 10,082 | $610.7K | 0.00% | +394+4.1% | Added |
| Ethic Inc. | 11,811 | $618.3K | 0.02% | +1,887+19.0% | Added |
| Envestnet Asset Management Inc | 10,637 | $644.4K | 0.00% | +964+10.0% | Added |
| State of Tennessee, Treasury Department | 10,742 | $650.8K | 0.00% | +752+7.5% | Added |
| Price T Rowe Associates Inc | 10,939 | $663.0K | 0.00% | +190+1.8% | Added |
| STRS Ohio | 11,100 | $672.4K | 0.00% | −800−6.7% | Reduced |
| Two Sigma Investments, LP | 11,121 | $673.7K | 0.00% | −8,392−43.0% | Reduced |
| Commonwealth Equity Services, LLC | 11,780 | $714.0K | 0.00% | +18+0.2% | Added |
| CWM Advisors, LLC | 11,974 | $725.4K | 0.07% | +11,974 | New |
| Rockefeller Capital Management L.P. | 12,180 | $737.8K | 0.00% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 12,518 | $758.3K | 0.02% | −158−1.2% | Reduced |
| Thrivent Financial for Lutherans | 12,701 | $769.0K | 0.00% | −721−5.4% | Reduced |
| Pathstone Holdings, LLC | 13,053 | $790.7K | 0.00% | +3,317+34.1% | Added |
| Hennessy Advisors Inc | 14,998 | $908.6K | 0.03% | 00.0% | Unchanged |
| Comerica Bank | 15,139 | $917.1K | 0.00% | −960−6.0% | Reduced |
| California State Teachers Retirement System | 15,273 | $925.2K | 0.00% | −527−3.3% | Reduced |
| Campbell & CO Investment Adviser LLC | 15,309 | $927.4K | 0.07% | −3,681−19.4% | Reduced |
| Teacher Retirement System of Texas | 15,615 | $946.0K | 0.00% | +1,590+11.3% | Added |
| Alliancebernstein L.P. | 15,700 | $951.1K | 0.00% | −400−2.5% | Reduced |
| Annex Advisory Services, LLC | 15,718 | $952.2K | 0.03% | −5,303−25.2% | Reduced |
| HRT Financial LP | 15,784 | $956.0K | 0.00% | +15,784 | New |
| Boston Partners | 16,153 | $978.5K | 0.00% | −2,211−12.0% | Reduced |
| Trexquant Investment LP | 16,463 | $997.3K | 0.01% | +2,802+20.5% | Added |
| State of Wisconsin Investment Board | 16,531 | $1.00M | 0.00% | −1,567−8.7% | Reduced |
| Wakefield Asset Management LLLP | 16,601 | $1.01M | 0.33% | −224−1.3% | Reduced |
| Prudential Financial Inc | 16,605 | $1.01M | 0.00% | −750−4.3% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 16,630 | $1.01M | 0.00% | −514−3.0% | Reduced |
| Victory Capital Management Inc | 16,818 | $1.02M | 0.00% | −3,601−17.6% | Reduced |
| Winton Group Ltd | 17,871 | $1.08M | 0.08% | −38−0.2% | Reduced |
| Voya Investment Management LLC | 18,651 | $1.13M | 0.00% | −100−0.5% | Reduced |
| Maryland State Retirement & Pension System | 19,216 | $1.16M | 0.02% | −175−0.9% | Reduced |
| Advisors Asset Management, Inc. | 19,615 | $1.19M | 0.02% | −2,886−12.8% | Reduced |
| UBS Group AG | 20,246 | $1.23M | 0.00% | +2,370+13.3% | Added |
| Guggenheim Capital LLC | 22,996 | $1.39M | 0.01% | +3,971+20.9% | Added |
| Wellington Management Group LLP | 23,105 | $1.40M | 0.00% | +23,105 | New |
| Citigroup Inc | 23,439 | $1.42M | 0.00% | +11,717+100.0% | Added |
| HighTower Advisors, LLC | 25,285 | $1.54M | 0.00% | −3,123−11.0% | Reduced |
| Deutsche Bank AG | 25,774 | $1.56M | 0.00% | −637−2.4% | Reduced |
| Great West Life Assurance Co | 25,770 | $1.56M | 0.00% | 00.0% | Unchanged |
| Qube Research & Technologies Ltd | 27,143 | $1.64M | 0.00% | +14,657+117.4% | Added |
| Teachers Retirement System of the State of Kentucky | 27,975 | $1.70M | 0.01% | +23,105+474.4% | Added |
| Two Sigma Advisers, LP | 28,400 | $1.72M | 0.00% | −11,200−28.3% | Reduced |
| Wedge Capital Management L L P | 30,259 | $1.83M | 0.03% | −8,357−21.6% | Reduced |
| Anchor Capital Advisors LLC | 30,721 | $1.86M | 0.05% | −288−0.9% | Reduced |
| Riverwater Partners LLC | 31,577 | $1.88M | 0.94% | +23,200+276.9% | Added |
| Swiss National Bank | 31,700 | $1.92M | 0.00% | 00.0% | Unchanged |
| Jane Street Group, LLC | 32,257 | $1.95M | 0.00% | +21,652+204.2% | Added |
| Barclays PLC | 32,834 | $1.99M | 0.00% | +19,134+139.7% | Added |
| American Century Companies Inc | 33,008 | $2.00M | 0.00% | +4,577+16.1% | Added |
| North Star Investment Management Corp. | 33,500 | $2.03M | 0.14% | 00.0% | Unchanged |
| M&T Bank Corp | 34,183 | $2.07M | 0.01% | +25+0.1% | Added |
| Public Sector Pension Investment Board | 34,266 | $2.08M | 0.01% | −1,300−3.7% | Reduced |
| Martingale Asset Management L P | 34,880 | $2.11M | 0.05% | +594+1.7% | Added |
| Raymond James & Associates | 35,111 | $2.13M | 0.00% | +3,062+9.6% | Added |
| Deprince Race & Zollo Inc | 35,403 | $2.14M | 0.04% | −45,504−56.2% | Reduced |
| State of New Jersey Common Pension Fund D | 37,551 | $2.27M | 0.01% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 42,653 | $2.59M | 0.01% | −5,651−11.7% | Reduced |
| First Manhattan Co | 47,380 | $2.87M | 0.01% | −750−1.6% | Reduced |
| UBS Asset Management Americas Inc | 48,081 | $2.91M | 0.00% | −2,043−4.1% | Reduced |
| Legal & General Group Plc | 49,653 | $3.01M | 0.00% | −99−0.2% | Reduced |
| Rhumbline Advisers | 51,795 | $3.14M | 0.00% | −3,232−5.9% | Reduced |
| Johnson Investment Counsel Inc | 60,983 | $3.69M | 0.04% | 00.0% | Unchanged |
| Ameriprise Financial Inc | 62,295 | $3.77M | 0.00% | +8,572+16.0% | Added |
| Bank of America Corp | 71,265 | $4.32M | 0.00% | +5,636+8.6% | Added |
| Gabelli Funds LLC | 72,500 | $4.39M | 0.03% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 73,862 | $4.47M | 0.01% | −16,941−18.7% | Reduced |
| Assenagon Asset Management S.A. | 75,992 | $4.60M | 0.01% | +1,400+1.9% | Added |
| Principal Financial Group Inc | 81,392 | $4.93M | 0.00% | +1,659+2.1% | Added |
| Franklin Resources Inc | 87,968 | $5.17M | 0.00% | +3,795+4.5% | Added |
| Goldman Sachs Group Inc | 86,949 | $5.27M | 0.00% | +21,864+33.6% | Added |
| Great Lakes Advisors, LLC | 87,145 | $5.28M | 0.04% | −8,978−9.3% | Reduced |
| Hotchkis & Wiley Capital Management LLC | 96,180 | $5.83M | 0.02% | +96,180 | New |
| SEI Investments Co | 105,364 | $6.38M | 0.01% | +3,254+3.2% | Added |
| Invesco Ltd. | 110,945 | $6.72M | 0.00% | −16,112−12.7% | Reduced |
| Foundry Partners, LLC | 113,925 | $6.90M | 0.34% | +1,320+1.2% | Added |
| Nuveen Asset Management, LLC | 129,720 | $7.86M | 0.00% | −18,532−12.5% | Reduced |
| Northern Trust Corp | 166,448 | $10.1M | 0.00% | −247−0.1% | Reduced |
| Royal Bank of Canada | 167,268 | $10.1M | 0.00% | +31,254+23.0% | Added |
| Charles Schwab Investment Management Inc | 189,331 | $11.5M | 0.00% | −17,348−8.4% | Reduced |
| Bank of New York Mellon Corp | 201,345 | $12.2M | 0.00% | −14,993−6.9% | Reduced |