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 |
|---|---|---|---|---|---|
| Corebridge Financial, Inc. | 8,508 | $461.0K | 0.00% | −664−7.2% | Reduced |
| Dynamic Technology Lab Private Ltd | 8,325 | $451.0K | 0.07% | +8,325 | New |
| ExodusPoint Capital Management, LP | 8,147 | $441.0K | 0.00% | +8,147 | New |
| Susquehanna International Group, LLP | 8,016 | $434.4K | 0.00% | +3,764+88.5% | Added |
| PDT Partners, LLC | 7,990 | $433.0K | 0.04% | 00.0% | Unchanged |
| HSBC Holdings PLC | 8,026 | $431.2K | 0.00% | −207−2.5% | Reduced |
| Janney Montgomery Scott LLC | 7,958 | $431.0K | 0.00% | −328−4.0% | Reduced |
| Cerity Partners LLC | 7,760 | $426.8K | 0.00% | −1,394−15.2% | Reduced |
| Louisiana State Employees Retirement System | 7,800 | $422.7K | 0.01% | 00.0% | Unchanged |
| Amundi | 7,875 | $414.1K | 0.00% | +5,095+183.3% | Added |
| LPL Financial LLC | 7,541 | $408.6K | 0.00% | +30.0% | Added |
| CWM Advisors, LLC | 7,466 | $404.6K | 0.05% | −4,508−37.6% | Reduced |
| KLP Kapitalforvaltning AS | 7,100 | $384.7K | 0.00% | +7,100 | New |
| Janus Henderson Group PLC | 6,858 | $371.3K | 0.00% | 00.0% | Unchanged |
| Creative Planning | 6,673 | $361.6K | 0.00% | −482−6.7% | Reduced |
| Aurora Investment Counsel | 6,620 | $358.7K | 0.20% | −554−7.7% | Reduced |
| Meritage Portfolio Management | 6,515 | $353.0K | 0.02% | +715+12.3% | Added |
| HRT Financial LP | 6,524 | $353.0K | 0.00% | −9,260−58.7% | 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 |
| Yousif Capital Management, LLC | 6,197 | $335.8K | 0.00% | −125−2.0% | Reduced |
| SG Americas Securities, LLC | 5,980 | $324.0K | 0.00% | −1,336−18.3% | Reduced |
| Signature Wealth Management Partners, LLC | 5,876 | $318.4K | 0.22% | 00.0% | Unchanged |
| Riverwater Partners LLC | 5,815 | $315.1K | 0.15% | −25,762−81.6% | Reduced |
| 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 |
| Public Employees Retirement Association of Colorado | 5,391 | $292.0K | 0.00% | 00.0% | Unchanged |
| Pictet Asset Management Holding SA | 5,374 | $291.2K | 0.00% | +1,304+32.0% | Added |
| New York State Teachers Retirement System | 5,241 | $284.0K | 0.00% | −100−1.9% | Reduced |
| Mariner, LLC | 5,163 | $279.8K | 0.00% | +875+20.4% | Added |
| Ellevest, Inc. | 5,017 | $271.9K | 0.02% | −119−2.3% | Reduced |
| New York State Common Retirement Fund | 4,835 | $262.0K | 0.00% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 4,793 | $259.7K | 0.00% | −89−1.8% | Reduced |
| Amalgamated Bank | 4,727 | $256.0K | 0.00% | −43−0.9% | Reduced |
| Arizona State Retirement System | 4,695 | $254.4K | 0.00% | +39+0.8% | Added |
| BNP Paribas Arbitrage, SA | 4,622 | $250.5K | 0.00% | −2,000−30.2% | Reduced |
| DC Investments Management, LLC | 4,551 | $246.6K | 0.16% | +4,551 | New |
| Susquehanna Fundamental Investments, LLC | 4,501 | $243.9K | 0.00% | +4,501 | New |
| State Board of Administration of Florida Retirement System | 4,487 | $243.2K | 0.00% | 00.0% | Unchanged |
| MKT Advisors LLC | 4,159 | $228.1K | 0.10% | 00.0% | Unchanged |
| Virtus Investment Advisers, Inc. | 4,177 | $226.4K | 0.18% | 00.0% | Unchanged |
| Lido Advisors, LLC | 4,087 | $221.5K | 0.00% | +4,087 | New |
| Oppenheimer & Co Inc | 3,925 | $212.7K | 0.00% | 00.0% | Unchanged |
| Algert Global LLC | 3,864 | $209.4K | 0.00% | −4,903−55.9% | Reduced |
| Oregon Public Employees Retirement Fund | 3,778 | $204.7K | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 3,606 | $188.3K | 0.00% | −744−17.1% | Reduced |
| Shell Asset Management Co | 3,207 | $174.0K | 0.01% | −12−0.4% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 3,210 | $173.9K | 0.00% | +3,210 | New |
| Aquatic Capital Management LLC | 3,058 | $165.7K | 0.00% | +3,058 | New |
| FMR LLC | 2,777 | $150.5K | 0.00% | +145+5.5% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 2,757 | $149.4K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 2,200 | $119.2K | 0.04% | 00.0% | Unchanged |
| US Bancorp | 2,024 | $109.7K | 0.00% | +2,000+8,333.3% | Added |
| Ameritas Investment Partners, Inc. | 1,586 | $85.9K | 0.00% | 00.0% | Unchanged |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 1,573 | $85.2K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 1,339 | $72.6K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 1,263 | $68.4K | 0.01% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 846 | $45.8K | 0.00% | −6,549−88.6% | Reduced |
| Quadrant Capital Group LLC | 802 | $43.5K | 0.00% | −28−3.4% | Reduced |
| CWM, LLC | 737 | $40.0K | 0.00% | +186+33.8% | Added |
| GAMMA Investing LLC | 694 | $37.6K | 0.00% | +10+1.5% | Added |
| Sterling Capital Management LLC | 512 | $27.7K | 0.00% | +455+798.2% | Added |
| Signaturefd, LLC | 365 | $19.8K | 0.00% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 336 | $18.2K | 0.00% | −3−0.9% | Reduced |
| Piscataqua Savings Bank | 300 | $16.3K | 0.01% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 283 | $15.3K | 0.00% | +245+644.7% | Added |
| Jones Financial Companies LLLP | 276 | $14.9K | 0.00% | +2+0.7% | Added |
| Bryn Mawr Trust Co | 260 | $14.1K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 250 | $13.5K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 236 | $12.8K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 239 | $12.6K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 225 | $12.2K | 0.00% | +43+23.6% | Added |
| Eastern Bank | 176 | $9.54K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 174 | $9.43K | 0.00% | +174 | New |
| 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 |
| Bessemer Group Inc | 173 | $9.00K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 150 | $8.13K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 148 | $8.02K | 0.00% | +12+8.8% | Added |
| HM Payson & Co | 142 | $7.70K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 135 | $7.32K | 0.00% | +7+5.5% | Added |
| Smartleaf Asset Management LLC | 122 | $6.57K | 0.00% | +69+130.2% | Added |
| Umb Bank N A | 111 | $6.01K | 0.00% | +101+1,010.0% | Added |
| High Note Wealth, LLC | 88 | $4.77K | 0.00% | +88 | New |
| Fortitude Family Office, LLC | 86 | $4.66K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 83 | $4.00K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 69 | $3.74K | 0.00% | +16+30.2% | Added |
| EverSource Wealth Advisors, LLC | 64 | $3.47K | 0.00% | +53+481.8% | Added |
| Riggs Asset Managment Co. Inc. | 52 | $2.80K | 0.00% | −15−22.4% | Reduced |
| Sachetta, LLC | 38 | $2.06K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 48 | $2.00K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 34 | $1.84K | 0.00% | −7−17.1% | Reduced |
| 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 |
| Sierra Ocean, LLC | 21 | $1.14K | 0.00% | +21 | New |
| Farmers & Merchants Investments Inc | 13 | $704 | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 12 | $651 | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 11 | $585 | 0.00% | 00.0% | Unchanged |
| RE Dickinson Investment Advisors, LLC | 7 | $400 | 0.00% | +7 | New |
| True Wealth Design, LLC | 7 | $380 | 0.00% | +7 | New |