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, Q2 2025
Institutional positions in Unitil Corp as of Jun 30, 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
- 220
- −2 vs. Q1 2025
- Shares held
- 13.1M
- +505.2K (+4.0%) vs. Q1 2025
- Total value
- $683.5M
- −$43.5M (−6.0%) vs. Q1 2025
- New holders
- 28
- 93 more added
- Sold out
- 30
- 59 more reduced
2 institutions that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2025: 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, Q2 2025
Shares, value and share of portfolio for each institution holding Unitil Corp; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| SRS Capital Advisors, Inc. | 42 | $2.19K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 44 | $2.00K | 0.00% | −4−8.3% | Reduced |
| Sachetta, LLC | 38 | $1.98K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 29 | $1.51K | 0.00% | +29 | New |
| Farther Finance Advisors, LLC | 29 | $1.51K | 0.00% | +4+16.0% | Added |
| Sierra Ocean, LLC | 21 | $1.09K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 20 | $1.04K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 19 | $991 | 0.00% | +19 | New |
| Financial Network Wealth Advisors LLC | 16 | $834 | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 13 | $678 | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 12 | $626 | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 11 | $539 | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 9 | $469 | 0.00% | +9 | New |
| Atlantic Trust, LLC | 8 | $418 | 0.00% | +8 | New |
| Parkside Financial Bank & Trust | 5 | $261 | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 5 | $261 | 0.00% | 00.0% | Unchanged |
| Parkworth Wealth Management, Inc. | 5 | $261 | 0.00% | +5 | New |
| SBI Securities Co., Ltd. | 3 | $156 | 0.00% | −18−85.7% | Reduced |
| Essential Partners LLC | 2 | $104 | 0.00% | +2 | New |
| Covestor Ltd | 3 | $0 | 0.00% | −14−82.4% | Reduced |
| Millennium Management LLC | 0 | $0 | 0.00% | −86,678−100.0% | Sold out |
| Wakefield Asset Management LLLP | 0 | $0 | 0.00% | −17,673−100.0% | Sold out |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −14,252−100.0% | Sold out |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −10,355−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −8,925−100.0% | Sold out |
| Corebridge Financial, Inc. | 0 | $0 | 0.00% | −8,346−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −8,049−100.0% | Sold out |
| Moloney Securities Asset Management, LLC | 0 | $0 | 0.00% | −6,861−100.0% | Sold out |
| Amundi | 0 | $0 | 0.00% | −6,443−100.0% | Sold out |
| Financial Counselors Inc | 0 | $0 | 0.00% | −6,379−100.0% | Sold out |
| Virginia Retirement Systems Et Al | 0 | $0 | 0.00% | −5,794−100.0% | Sold out |
| Allianz Asset Management GmbH | 0 | $0 | 0.00% | −5,300−100.0% | Sold out |
| SG Americas Securities, LLC | 0 | $0 | 0.00% | −5,205−100.0% | Sold out |
| Ellevest, Inc. | 0 | $0 | 0.00% | −4,838−100.0% | Sold out |
| EntryPoint Capital, LLC | 0 | $0 | 0.00% | −4,203−100.0% | Sold out |
| Lido Advisors, LLC | 0 | $0 | 0.00% | −3,914−100.0% | Sold out |
| Algert Global LLC | 0 | $0 | 0.00% | −3,864−100.0% | Sold out |
| Mackenzie Financial Corp | 0 | $0 | 0.00% | −3,680−100.0% | Sold out |
| CIBC World Markets Corp | 0 | $0 | 0.00% | −3,543−100.0% | Sold out |
| Teton Advisors, Inc. | 0 | $0 | 0.00% | −3,500−100.0% | Sold out |
| Coldstream Capital Management Inc | 0 | $0 | 0.00% | −1,249−100.0% | Sold out |
| Armstrong Advisory Group, Inc | 0 | $0 | 0.00% | −1,263−100.0% | Sold out |
| Quadrant Capital Group LLC | 0 | $0 | 0.00% | −769−100.0% | Sold out |
| Bryn Mawr Trust Co | 0 | $0 | 0.00% | −260−100.0% | Sold out |
| First Horizon Advisors, Inc. | 0 | $0 | 0.00% | −144−100.0% | Sold out |
| Aster Capital Management (DIFC) Ltd | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| High Note Wealth, LLC | 0 | $0 | 0.00% | −83−100.0% | Sold out |
| Quarry LP | 0 | $0 | 0.00% | −31−100.0% | Sold out |
| CoreCap Advisors, LLC | 0 | $0 | 0.00% | −15−100.0% | Sold out |
| Stephens Consulting, LLC | 0 | $0 | 0.00% | −10−100.0% | Sold out |
| Foundry Partners, LLC | – | – | – | – | Not filed |
| Lindbrook Capital, LLC | – | – | – | – | Not filed |