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, Q4 2024
Institutional positions in Unitil Corp as of Dec 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
- 206
- −5 vs. Q3 2024
- Shares held
- 12.8M
- +86.9K (+0.7%) vs. Q3 2024
- Total value
- $694.2M
- −$76.2M (−9.9%) vs. Q3 2024
- New holders
- 20
- 74 more added
- Sold out
- 25
- 63 more reduced
2 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2024
Shares, value and share of portfolio for each institution holding Unitil Corp; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Covestor Ltd | 2 | $0 | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 1 | $54 | 0.00% | +1 | New |
| Larson Financial Group LLC | 2 | $108 | 0.00% | −170−98.8% | Reduced |
| SBI Securities Co., Ltd. | 4 | $217 | 0.00% | +4 | New |
| Huntington National Bank | 5 | $271 | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 5 | $271 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 7 | $380 | 0.00% | +7 | New |
| RE Dickinson Investment Advisors, LLC | 7 | $400 | 0.00% | +7 | New |
| Cornerstone Planning Group LLC | 11 | $585 | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 12 | $651 | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 13 | $704 | 0.00% | 00.0% | Unchanged |
| Sierra Ocean, LLC | 21 | $1.14K | 0.00% | +21 | New |
| Farther Finance Advisors, LLC | 25 | $1.35K | 0.00% | −5−16.7% | Reduced |
| Rothschild Investment LLC | 25 | $1.35K | 0.00% | +15+150.0% | Added |
| Lindbrook Capital, LLC | 34 | $1.84K | 0.00% | −7−17.1% | Reduced |
| Hemington Wealth Management | 48 | $2.00K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 38 | $2.06K | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 52 | $2.80K | 0.00% | −15−22.4% | Reduced |
| EverSource Wealth Advisors, LLC | 64 | $3.47K | 0.00% | +53+481.8% | Added |
| Parallel Advisors, LLC | 69 | $3.74K | 0.00% | +16+30.2% | Added |
| Capital Advisors, Ltd. LLC | 83 | $4.00K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 86 | $4.66K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 88 | $4.77K | 0.00% | +88 | New |
| Umb Bank N A | 111 | $6.01K | 0.00% | +101+1,010.0% | Added |
| Smartleaf Asset Management LLC | 122 | $6.57K | 0.00% | +69+130.2% | Added |
| First Horizon Advisors, Inc. | 135 | $7.32K | 0.00% | +7+5.5% | Added |
| HM Payson & Co | 142 | $7.70K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 148 | $8.02K | 0.00% | +12+8.8% | Added |
| Trust Co of Vermont | 150 | $8.13K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 173 | $9.00K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 168 | $9.10K | 0.00% | −128−43.2% | Reduced |
| Gen-Wealth Partners Inc | 168 | $9.10K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 174 | $9.43K | 0.00% | +174 | New |
| Eastern Bank | 176 | $9.54K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 225 | $12.2K | 0.00% | +43+23.6% | Added |
| CIBC Private Wealth Group, LLC | 239 | $12.6K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 236 | $12.8K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 250 | $13.5K | 0.00% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 260 | $14.1K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 276 | $14.9K | 0.00% | +2+0.7% | Added |
| Versant Capital Management, Inc | 283 | $15.3K | 0.00% | +245+644.7% | Added |
| Piscataqua Savings Bank | 300 | $16.3K | 0.01% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 336 | $18.2K | 0.00% | −3−0.9% | Reduced |
| Signaturefd, LLC | 365 | $19.8K | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 512 | $27.7K | 0.00% | +455+798.2% | Added |
| GAMMA Investing LLC | 694 | $37.6K | 0.00% | +10+1.5% | Added |
| CWM, LLC | 737 | $40.0K | 0.00% | +186+33.8% | Added |
| Quadrant Capital Group LLC | 802 | $43.5K | 0.00% | −28−3.4% | Reduced |
| Tower Research Capital LLC (TRC) | 846 | $45.8K | 0.00% | −6,549−88.6% | Reduced |
| Armstrong Advisory Group, Inc | 1,263 | $68.4K | 0.01% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 1,339 | $72.6K | 0.00% | 00.0% | Unchanged |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 1,573 | $85.2K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 1,586 | $85.9K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 2,024 | $109.7K | 0.00% | +2,000+8,333.3% | Added |
| WR Wealth Planners, LLC | 2,200 | $119.2K | 0.04% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 2,757 | $149.4K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 2,777 | $150.5K | 0.00% | +145+5.5% | Added |
| Aquatic Capital Management LLC | 3,058 | $165.7K | 0.00% | +3,058 | New |
| Police & Firemen's Retirement System of New Jersey | 3,210 | $173.9K | 0.00% | +3,210 | New |
| Shell Asset Management Co | 3,207 | $174.0K | 0.01% | −12−0.4% | Reduced |
| Bokf, NA | 3,606 | $188.3K | 0.00% | −744−17.1% | Reduced |
| Oregon Public Employees Retirement Fund | 3,778 | $204.7K | 0.00% | 00.0% | Unchanged |
| Algert Global LLC | 3,864 | $209.4K | 0.00% | −4,903−55.9% | Reduced |
| Oppenheimer & Co Inc | 3,925 | $212.7K | 0.00% | 00.0% | Unchanged |
| Lido Advisors, LLC | 4,087 | $221.5K | 0.00% | +4,087 | New |
| Virtus Investment Advisers, Inc. | 4,177 | $226.4K | 0.18% | 00.0% | Unchanged |
| MKT Advisors LLC | 4,159 | $228.1K | 0.10% | 00.0% | Unchanged |
| State Board of Administration of Florida Retirement System | 4,487 | $243.2K | 0.00% | 00.0% | Unchanged |
| Susquehanna Fundamental Investments, LLC | 4,501 | $243.9K | 0.00% | +4,501 | New |
| DC Investments Management, LLC | 4,551 | $246.6K | 0.16% | +4,551 | New |
| BNP Paribas Arbitrage, SA | 4,622 | $250.5K | 0.00% | −2,000−30.2% | Reduced |
| Arizona State Retirement System | 4,695 | $254.4K | 0.00% | +39+0.8% | Added |
| Amalgamated Bank | 4,727 | $256.0K | 0.00% | −43−0.9% | Reduced |
| Private Advisor Group, LLC | 4,793 | $259.7K | 0.00% | −89−1.8% | Reduced |
| New York State Common Retirement Fund | 4,835 | $262.0K | 0.00% | 00.0% | Unchanged |
| Ellevest, Inc. | 5,017 | $271.9K | 0.02% | −119−2.3% | Reduced |
| Mariner, LLC | 5,163 | $279.8K | 0.00% | +875+20.4% | Added |
| New York State Teachers Retirement System | 5,241 | $284.0K | 0.00% | −100−1.9% | Reduced |
| Pictet Asset Management Holding SA | 5,374 | $291.2K | 0.00% | +1,304+32.0% | Added |
| Public Employees Retirement Association of Colorado | 5,391 | $292.0K | 0.00% | 00.0% | Unchanged |
| 1620 Investment Advisors, Inc. | 5,703 | $309.0K | 0.23% | −452−7.3% | Reduced |
| The PNC Financial Services Group, Inc. | 5,703 | $309.0K | 0.00% | +709+14.2% | Added |
| Riverwater Partners LLC | 5,815 | $315.1K | 0.15% | −25,762−81.6% | Reduced |
| Signature Wealth Management Partners, LLC | 5,876 | $318.4K | 0.22% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 5,980 | $324.0K | 0.00% | −1,336−18.3% | Reduced |
| Yousif Capital Management, LLC | 6,197 | $335.8K | 0.00% | −125−2.0% | Reduced |
| Financial Counselors Inc | 6,379 | $345.7K | 0.01% | 00.0% | Unchanged |
| New Hampshire Trust | 6,379 | $345.7K | 0.07% | 00.0% | Unchanged |
| HRT Financial LP | 6,524 | $353.0K | 0.00% | −9,260−58.7% | Reduced |
| Meritage Portfolio Management | 6,515 | $353.0K | 0.02% | +715+12.3% | Added |
| Aurora Investment Counsel | 6,620 | $358.7K | 0.20% | −554−7.7% | Reduced |
| Creative Planning | 6,673 | $361.6K | 0.00% | −482−6.7% | Reduced |
| Janus Henderson Group PLC | 6,858 | $371.3K | 0.00% | 00.0% | Unchanged |
| KLP Kapitalforvaltning AS | 7,100 | $384.7K | 0.00% | +7,100 | New |
| CWM Advisors, LLC | 7,466 | $404.6K | 0.05% | −4,508−37.6% | Reduced |
| LPL Financial LLC | 7,541 | $408.6K | 0.00% | +30.0% | Added |
| Amundi | 7,875 | $414.1K | 0.00% | +5,095+183.3% | Added |
| Louisiana State Employees Retirement System | 7,800 | $422.7K | 0.01% | 00.0% | Unchanged |
| Cerity Partners LLC | 7,760 | $426.8K | 0.00% | −1,394−15.2% | Reduced |
| Janney Montgomery Scott LLC | 7,958 | $431.0K | 0.00% | −328−4.0% | Reduced |