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, Q1 2025
Institutional positions in Unitil Corp as of Mar 31, 2025. 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
- 224
- +21 vs. Q4 2024
- Shares held
- 12.7M
- +40.4K (+0.3%) vs. Q4 2024
- Total value
- $733.7M
- +$46.6M (+6.8%) vs. Q4 2024
- New holders
- 32
- 56 more added
- Sold out
- 11
- 90 more reduced
3 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2025
Shares, value and share of portfolio for each institution holding Unitil Corp; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Hantz Financial Services, Inc. | 5 | $0 | 0.00% | +5 | New |
| Huntington National Bank | 5 | $288 | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 5 | $289 | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 10 | $577 | 0.00% | +10 | New |
| Cornerstone Planning Group LLC | 11 | $646 | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 12 | $692 | 0.00% | +10+500.0% | Added |
| Bell Investment Advisors, Inc | 12 | $693 | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 13 | $750 | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 15 | $865 | 0.00% | +15 | New |
| Financial Network Wealth Advisors LLC | 16 | $923 | 0.00% | +16 | New |
| Covestor Ltd | 17 | $1.00K | 0.00% | +15+750.0% | Added |
| Rothschild Investment LLC | 20 | $1.15K | 0.00% | −5−20.0% | Reduced |
| Sierra Ocean, LLC | 21 | $1.21K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 21 | $1.21K | 0.00% | +17+425.0% | Added |
| Farther Finance Advisors, LLC | 25 | $1.46K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 31 | $1.79K | 0.00% | +31 | New |
| Lindbrook Capital, LLC | 34 | $1.96K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 48 | $2.00K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 38 | $2.19K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 42 | $2.42K | 0.00% | +42 | New |
| Parallel Advisors, LLC | 48 | $2.78K | 0.00% | −21−30.4% | Reduced |
| Skopos Labs, Inc. | 49 | $2.83K | 0.00% | +49 | New |
| EverSource Wealth Advisors, LLC | 65 | $3.75K | 0.00% | +1+1.6% | Added |
| Smartleaf Asset Management LLC | 78 | $4.51K | 0.00% | −44−36.1% | Reduced |
| High Note Wealth, LLC | 83 | $4.79K | 0.00% | −5−5.7% | Reduced |
| Fortitude Family Office, LLC | 86 | $4.96K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 91 | $5.00K | 0.00% | −82−47.4% | Reduced |
| Capital Advisors, Ltd. LLC | 82 | $5.00K | 0.00% | −1−1.2% | Reduced |
| Aster Capital Management (DIFC) Ltd | 100 | $5.61K | 0.00% | +100 | New |
| HM Payson & Co | 142 | $8.19K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 142 | $8.19K | 0.00% | +31+27.9% | Added |
| First Horizon Advisors, Inc. | 144 | $8.31K | 0.00% | +9+6.7% | Added |
| Trust Co of Vermont | 150 | $8.65K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 168 | $9.69K | 0.00% | 00.0% | Unchanged |
| Gen-Wealth Partners Inc | 168 | $9.69K | 0.00% | 00.0% | Unchanged |
| Eastern Bank | 176 | $10.2K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 196 | $11.3K | 0.00% | +48+32.4% | Added |
| CIBC Private Wealth Group, LLC | 219 | $12.2K | 0.00% | −20−8.4% | Reduced |
| Massmutual Trust Co FSB | 235 | $13.6K | 0.00% | +10+4.4% | Added |
| Harbour Investments, Inc. | 236 | $13.6K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 250 | $14.4K | 0.00% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 260 | $15.0K | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 275 | $15.9K | 0.00% | −237−46.3% | Reduced |
| Jones Financial Companies LLLP | 278 | $16.1K | 0.00% | +2+0.7% | Added |
| Versant Capital Management, Inc | 283 | $16.3K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 288 | $16.6K | 0.01% | +288 | New |
| Piscataqua Savings Bank | 300 | $17.3K | 0.02% | 00.0% | Unchanged |
| Wealth Preservation Advisors, LLC | 300 | $17.3K | 0.01% | +300 | New |
| Public Employees Retirement System of Ohio | 346 | $20.0K | 0.00% | +10+3.0% | Added |
| Signaturefd, LLC | 365 | $21.1K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 583 | $33.6K | 0.00% | −756−56.5% | Reduced |
| CWM, LLC | 605 | $35.0K | 0.00% | −132−17.9% | Reduced |
| Tower Research Capital LLC (TRC) | 734 | $42.3K | 0.00% | −112−13.2% | Reduced |
| Quadrant Capital Group LLC | 769 | $44.4K | 0.00% | −33−4.1% | Reduced |
| GAMMA Investing LLC | 887 | $51.2K | 0.00% | +193+27.8% | Added |
| US Bancorp | 891 | $51.4K | 0.00% | −1,133−56.0% | Reduced |
| Armstrong Advisory Group, Inc | 1,263 | $68.4K | 0.01% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 1,249 | $72.1K | 0.00% | +1,249 | New |
| Ameritas Investment Partners, Inc. | 1,586 | $91.5K | 0.00% | 00.0% | Unchanged |
| Quantbot Technologies LP | 1,713 | $98.8K | 0.00% | +1,713 | New |
| Quest Partners LLC | 1,742 | $100.5K | 0.01% | +1,742 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 2,757 | $159.1K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 2,926 | $168.8K | 0.00% | +149+5.4% | Added |
| Shell Asset Management Co | 3,074 | $177.0K | 0.01% | −133−4.1% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 3,210 | $185.2K | 0.00% | 00.0% | Unchanged |
| Teton Advisors, Inc. | 3,500 | $201.9K | 0.13% | +3,500 | New |
| CIBC World Markets Corp | 3,543 | $204.4K | 0.00% | +3,543 | New |
| Oregon Public Employees Retirement Fund | 3,678 | $212.2K | 0.00% | −100−2.6% | Reduced |
| Mackenzie Financial Corp | 3,680 | $212.3K | 0.00% | +3,680 | New |
| Aquatic Capital Management LLC | 3,715 | $214.3K | 0.01% | +657+21.5% | Added |
| Dynamic Technology Lab Private Ltd | 3,730 | $215.0K | 0.03% | −4,595−55.2% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 3,813 | $220.0K | 0.01% | +3,813 | New |
| Algert Global LLC | 3,864 | $222.9K | 0.01% | 00.0% | Unchanged |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 3,888 | $224.3K | 0.00% | +3,888 | New |
| Lido Advisors, LLC | 3,914 | $225.8K | 0.00% | −173−4.2% | Reduced |
| Oppenheimer & Co Inc | 3,925 | $226.4K | 0.00% | 00.0% | Unchanged |
| MKT Advisors LLC | 4,159 | $229.5K | 0.11% | 00.0% | Unchanged |
| Bokf, NA | 4,092 | $236.1K | 0.00% | +486+13.5% | Added |
| Virtus ETF Advisers LLC | 4,177 | $241.0K | 0.16% | +4,177 | New |
| EntryPoint Capital, LLC | 4,203 | $242.5K | 0.11% | +4,203 | New |
| Gsa Capital Partners LLP | 4,356 | $251.0K | 0.02% | +4,356 | New |
| State Board of Administration of Florida Retirement System | 4,487 | $258.9K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 4,618 | $266.0K | 0.00% | −109−2.3% | Reduced |
| Arizona State Retirement System | 4,644 | $267.9K | 0.00% | −51−1.1% | Reduced |
| Jump Financial, LLC | 4,703 | $271.3K | 0.00% | +4,703 | New |
| Mariner, LLC | 4,804 | $277.1K | 0.00% | −359−7.0% | Reduced |
| New York State Common Retirement Fund | 4,835 | $278.9K | 0.00% | 00.0% | Unchanged |
| Ellevest, Inc. | 4,838 | $279.1K | 0.02% | −179−3.6% | Reduced |
| BNP Paribas Arbitrage, SA | 4,876 | $281.3K | 0.00% | +254+5.5% | Added |
| SG Americas Securities, LLC | 5,205 | $300.0K | 0.00% | −775−13.0% | Reduced |
| Allianz Asset Management GmbH | 5,300 | $305.8K | 0.00% | +5,300 | New |
| New York State Teachers Retirement System | 5,341 | $308.0K | 0.00% | +100+1.9% | Added |
| Pictet Asset Management Holding SA | 5,374 | $310.0K | 0.00% | 00.0% | Unchanged |
| Public Employees Retirement Association of Colorado | 5,391 | $311.0K | 0.00% | 00.0% | Unchanged |
| 1620 Investment Advisors, Inc. | 5,673 | $327.3K | 0.25% | −30−0.5% | Reduced |
| Virginia Retirement Systems Et Al | 5,794 | $334.3K | 0.00% | +5,794 | New |
| Signature Wealth Management Partners, LLC | 5,876 | $339.0K | 0.22% | 00.0% | Unchanged |
| HSBC Holdings PLC | 5,892 | $339.4K | 0.00% | −2,134−26.6% | Reduced |
| KLP Kapitalforvaltning AS | 5,900 | $340.4K | 0.00% | −1,200−16.9% | Reduced |
| Yousif Capital Management, LLC | 6,028 | $347.8K | 0.00% | −169−2.7% | Reduced |