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 |
|---|---|---|---|---|---|
| Bank of Montreal | 9,591 | $553.3K | 0.00% | +367+4.0% | Added |
| MetLife Investment Management | 9,548 | $550.8K | 0.00% | −169−1.7% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 9,478 | $546.8K | 0.00% | +391+4.3% | Added |
| State of Alaska, Department of Revenue | 9,002 | $519.0K | 0.01% | −173−1.9% | Reduced |
| Marshall Wace, LLP | 8,925 | $514.9K | 0.00% | +8,925 | New |
| Corebridge Financial, Inc. | 8,346 | $481.5K | 0.00% | −162−1.9% | Reduced |
| Illinois Municipal Retirement Fund | 8,314 | $479.6K | 0.01% | −972−10.5% | Reduced |
| Janney Montgomery Scott LLC | 8,083 | $466.0K | 0.00% | +125+1.6% | Added |
| Balyasny Asset Management LLC | 8,049 | $464.3K | 0.00% | +8,049 | New |
| PDT Partners, LLC | 7,990 | $460.9K | 0.03% | 00.0% | Unchanged |
| Louisiana State Employees Retirement System | 7,700 | $444.2K | 0.01% | −100−1.3% | Reduced |
| LPL Financial LLC | 7,690 | $443.6K | 0.00% | +149+2.0% | Added |
| Cerity Partners LLC | 7,643 | $440.9K | 0.00% | −117−1.5% | Reduced |
| Quantinno Capital Management LP | 7,587 | $437.7K | 0.00% | +7,587 | New |
| The PNC Financial Services Group, Inc. | 7,531 | $434.5K | 0.00% | +1,828+32.1% | Added |
| Janus Henderson Group PLC | 6,858 | $397.5K | 0.00% | 00.0% | Unchanged |
| Moloney Securities Asset Management, LLC | 6,861 | $395.8K | 0.05% | +6,861 | New |
| Creative Planning | 6,634 | $382.7K | 0.00% | −39−0.6% | Reduced |
| Amundi | 6,443 | $376.2K | 0.00% | −1,432−18.2% | Reduced |
| Aurora Investment Counsel | 6,517 | $376.0K | 0.21% | −103−1.6% | Reduced |
| Financial Counselors Inc | 6,379 | $368.0K | 0.01% | 00.0% | Unchanged |
| New Hampshire Trust | 6,379 | $368.0K | 0.08% | 00.0% | Unchanged |
| Meritage Portfolio Management | 6,252 | $360.7K | 0.02% | −263−4.0% | Reduced |
| CWM Advisors, LLC | 6,035 | $348.1K | 0.04% | −1,431−19.2% | Reduced |
| Yousif Capital Management, LLC | 6,028 | $347.8K | 0.00% | −169−2.7% | Reduced |
| KLP Kapitalforvaltning AS | 5,900 | $340.4K | 0.00% | −1,200−16.9% | Reduced |
| HSBC Holdings PLC | 5,892 | $339.4K | 0.00% | −2,134−26.6% | Reduced |
| Signature Wealth Management Partners, LLC | 5,876 | $339.0K | 0.22% | 00.0% | Unchanged |
| Virginia Retirement Systems Et Al | 5,794 | $334.3K | 0.00% | +5,794 | New |
| 1620 Investment Advisors, Inc. | 5,673 | $327.3K | 0.25% | −30−0.5% | Reduced |
| Public Employees Retirement Association of Colorado | 5,391 | $311.0K | 0.00% | 00.0% | Unchanged |
| Pictet Asset Management Holding SA | 5,374 | $310.0K | 0.00% | 00.0% | Unchanged |
| New York State Teachers Retirement System | 5,341 | $308.0K | 0.00% | +100+1.9% | Added |
| Allianz Asset Management GmbH | 5,300 | $305.8K | 0.00% | +5,300 | New |
| SG Americas Securities, LLC | 5,205 | $300.0K | 0.00% | −775−13.0% | Reduced |
| BNP Paribas Arbitrage, SA | 4,876 | $281.3K | 0.00% | +254+5.5% | Added |
| Ellevest, Inc. | 4,838 | $279.1K | 0.02% | −179−3.6% | Reduced |
| New York State Common Retirement Fund | 4,835 | $278.9K | 0.00% | 00.0% | Unchanged |
| Mariner, LLC | 4,804 | $277.1K | 0.00% | −359−7.0% | Reduced |
| Jump Financial, LLC | 4,703 | $271.3K | 0.00% | +4,703 | New |
| Arizona State Retirement System | 4,644 | $267.9K | 0.00% | −51−1.1% | Reduced |
| Amalgamated Bank | 4,618 | $266.0K | 0.00% | −109−2.3% | Reduced |
| State Board of Administration of Florida Retirement System | 4,487 | $258.9K | 0.00% | 00.0% | Unchanged |
| Gsa Capital Partners LLP | 4,356 | $251.0K | 0.02% | +4,356 | New |
| EntryPoint Capital, LLC | 4,203 | $242.5K | 0.11% | +4,203 | New |
| Virtus ETF Advisers LLC | 4,177 | $241.0K | 0.16% | +4,177 | New |
| Bokf, NA | 4,092 | $236.1K | 0.00% | +486+13.5% | Added |
| MKT Advisors LLC | 4,159 | $229.5K | 0.11% | 00.0% | Unchanged |
| Oppenheimer & Co Inc | 3,925 | $226.4K | 0.00% | 00.0% | Unchanged |
| Lido Advisors, LLC | 3,914 | $225.8K | 0.00% | −173−4.2% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 3,888 | $224.3K | 0.00% | +3,888 | New |
| Algert Global LLC | 3,864 | $222.9K | 0.01% | 00.0% | Unchanged |
| Y-Intercept (Hong Kong) Ltd | 3,813 | $220.0K | 0.01% | +3,813 | New |
| Dynamic Technology Lab Private Ltd | 3,730 | $215.0K | 0.03% | −4,595−55.2% | Reduced |
| Aquatic Capital Management LLC | 3,715 | $214.3K | 0.01% | +657+21.5% | Added |
| Mackenzie Financial Corp | 3,680 | $212.3K | 0.00% | +3,680 | New |
| Oregon Public Employees Retirement Fund | 3,678 | $212.2K | 0.00% | −100−2.6% | Reduced |
| CIBC World Markets Corp | 3,543 | $204.4K | 0.00% | +3,543 | New |
| Teton Advisors, Inc. | 3,500 | $201.9K | 0.13% | +3,500 | New |
| Police & Firemen's Retirement System of New Jersey | 3,210 | $185.2K | 0.00% | 00.0% | Unchanged |
| Shell Asset Management Co | 3,074 | $177.0K | 0.01% | −133−4.1% | Reduced |
| FMR LLC | 2,926 | $168.8K | 0.00% | +149+5.4% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 2,757 | $159.1K | 0.00% | 00.0% | Unchanged |
| Quest Partners LLC | 1,742 | $100.5K | 0.01% | +1,742 | New |
| Quantbot Technologies LP | 1,713 | $98.8K | 0.00% | +1,713 | New |
| Ameritas Investment Partners, Inc. | 1,586 | $91.5K | 0.00% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 1,249 | $72.1K | 0.00% | +1,249 | New |
| Armstrong Advisory Group, Inc | 1,263 | $68.4K | 0.01% | 00.0% | Unchanged |
| US Bancorp | 891 | $51.4K | 0.00% | −1,133−56.0% | Reduced |
| GAMMA Investing LLC | 887 | $51.2K | 0.00% | +193+27.8% | Added |
| Quadrant Capital Group LLC | 769 | $44.4K | 0.00% | −33−4.1% | Reduced |
| Tower Research Capital LLC (TRC) | 734 | $42.3K | 0.00% | −112−13.2% | Reduced |
| CWM, LLC | 605 | $35.0K | 0.00% | −132−17.9% | Reduced |
| Nisa Investment Advisors, LLC | 583 | $33.6K | 0.00% | −756−56.5% | Reduced |
| Signaturefd, LLC | 365 | $21.1K | 0.00% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 346 | $20.0K | 0.00% | +10+3.0% | Added |
| Wealth Preservation Advisors, LLC | 300 | $17.3K | 0.01% | +300 | New |
| Piscataqua Savings Bank | 300 | $17.3K | 0.02% | 00.0% | Unchanged |
| Rise Advisors, LLC | 288 | $16.6K | 0.01% | +288 | New |
| Versant Capital Management, Inc | 283 | $16.3K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 278 | $16.1K | 0.00% | +2+0.7% | Added |
| Sterling Capital Management LLC | 275 | $15.9K | 0.00% | −237−46.3% | Reduced |
| Bryn Mawr Trust Co | 260 | $15.0K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 250 | $14.4K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 236 | $13.6K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 235 | $13.6K | 0.00% | +10+4.4% | Added |
| CIBC Private Wealth Group, LLC | 219 | $12.2K | 0.00% | −20−8.4% | Reduced |
| Fifth Third Bancorp | 196 | $11.3K | 0.00% | +48+32.4% | Added |
| Eastern Bank | 176 | $10.2K | 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 |
| Trust Co of Vermont | 150 | $8.65K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 144 | $8.31K | 0.00% | +9+6.7% | Added |
| HM Payson & Co | 142 | $8.19K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 142 | $8.19K | 0.00% | +31+27.9% | Added |
| Aster Capital Management (DIFC) Ltd | 100 | $5.61K | 0.00% | +100 | New |
| 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 |
| Fortitude Family Office, LLC | 86 | $4.96K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 83 | $4.79K | 0.00% | −5−5.7% | Reduced |