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, Q3 2025
Institutional positions in Unitil Corp as of Sep 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
- 217
- −2 vs. Q2 2025
- Shares held
- 14.6M
- +1.45M (+11.0%) vs. Q2 2025
- Total value
- $696.6M
- +$13.1M (+1.9%) vs. Q2 2025
- New holders
- 25
- 94 more added
- Sold out
- 27
- 65 more reduced
1 institution that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2025
Shares, value and share of portfolio for each institution holding Unitil Corp; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Covestor Ltd | 2 | $0 | 0.00% | −1−33.3% | Reduced |
| SBI Securities Co., Ltd. | 1 | $48 | 0.00% | −2−66.7% | Reduced |
| Fortitude Family Office, LLC | 3 | $144 | 0.00% | −83−96.5% | Reduced |
| Atlantic Trust, LLC | 8 | $383 | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 9 | $431 | 0.00% | −35−79.5% | Reduced |
| Wealthspire Advisors, LLC | 10 | $479 | 0.00% | +10 | New |
| Farmers & Merchants Investments Inc | 11 | $526 | 0.00% | −2−15.4% | Reduced |
| Bell Investment Advisors, Inc | 12 | $575 | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 15 | $718 | 0.00% | +13+650.0% | Added |
| Parkside Financial Bank & Trust | 15 | $719 | 0.00% | +10+200.0% | Added |
| Financial Network Wealth Advisors LLC | 16 | $766 | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 26 | $1.00K | 0.00% | −18−40.9% | Reduced |
| Clearstead Advisors, LLC | 24 | $1.15K | 0.00% | +24 | New |
| Rothschild Investment LLC | 25 | $1.20K | 0.00% | +5+25.0% | Added |
| UMA Financial Services, Inc. | 25 | $1.20K | 0.00% | +25 | New |
| US Bancorp | 27 | $1.29K | 0.00% | −937−97.2% | Reduced |
| IFP Advisors, Inc | 29 | $1.39K | 0.00% | −76−72.4% | Reduced |
| MAI Capital Management | 29 | $1.39K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 30 | $1.44K | 0.00% | −46−60.5% | Reduced |
| Versant Capital Management, Inc | 38 | $1.82K | 0.00% | −255−87.0% | Reduced |
| Sachetta, LLC | 38 | $1.82K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 40 | $2.00K | 0.00% | −42−51.2% | Reduced |
| Smartleaf Asset Management LLC | 68 | $3.22K | 0.00% | +1+1.5% | Added |
| Simplex Trading, LLC | 100 | $4.00K | 0.00% | +100 | New |
| Optiver Holding B.V. | 88 | $4.21K | 0.00% | +88 | New |
| Bradley & Co. Private Wealth Management, LLC | 106 | $5.07K | 0.00% | +106 | New |
| Fifth Third Bancorp | 113 | $5.41K | 0.00% | −29−20.4% | Reduced |
| Bessemer Group Inc | 143 | $6.00K | 0.00% | +52+57.1% | Added |
| Farther Finance Advisors, LLC | 133 | $6.37K | 0.00% | +104+358.6% | Added |
| HM Payson & Co | 142 | $6.80K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 150 | $7.18K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 168 | $8.04K | 0.00% | 00.0% | Unchanged |
| Gen-Wealth Partners Inc | 168 | $8.04K | 0.00% | 00.0% | Unchanged |
| Eastern Bank | 176 | $8.42K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 199 | $9.31K | 0.00% | +199 | New |
| Massmutual Trust Co FSB | 228 | $10.9K | 0.00% | +22+10.7% | Added |
| Harbour Investments, Inc. | 236 | $11.3K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 261 | $12.5K | 0.00% | +219+521.4% | Added |
| CIBC Private Wealth Group, LLC | 263 | $12.6K | 0.00% | +44+20.1% | Added |
| Hantz Financial Services, Inc. | 266 | $13.0K | 0.00% | +71+36.4% | Added |
| Umb Bank N A | 284 | $13.6K | 0.00% | +212+294.4% | Added |
| Rise Advisors, LLC | 288 | $13.8K | 0.00% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 300 | $14.4K | 0.01% | 00.0% | Unchanged |
| Wealth Preservation Advisors, LLC | 300 | $14.4K | 0.01% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 334 | $16.0K | 0.00% | −121−26.6% | Reduced |
| Cornerstone Planning Group LLC | 113 | $16.6K | 0.00% | +102+927.3% | Added |
| Advisory Services Network, LLC | 350 | $16.8K | 0.00% | +350 | New |
| Public Employees Retirement System of Ohio | 354 | $16.9K | 0.00% | +24+7.3% | Added |
| Quadrant Capital Group LLC | 369 | $17.7K | 0.00% | +369 | New |
| Addison Advisors LLC | 430 | $20.6K | 0.00% | −215−33.3% | Reduced |
| Steward Partners Investment Advisory, LLC | 459 | $22.0K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 533 | $25.5K | 0.00% | −226−29.8% | Reduced |
| Jones Financial Companies LLLP | 568 | $26.7K | 0.00% | +284+100.0% | Added |
| Caitong International Asset Management Co., Ltd | 600 | $28.7K | 0.02% | +600 | New |
| Quarry LP | 670 | $32.1K | 0.01% | +670 | New |
| Signaturefd, LLC | 710 | $34.0K | 0.00% | +256+56.4% | Added |
| CWM, LLC | 786 | $38.0K | 0.00% | −96−10.9% | Reduced |
| GAMMA Investing LLC | 938 | $44.9K | 0.00% | −361−27.8% | Reduced |
| Shell Asset Management Co | 998 | $48.0K | 0.00% | −1,480−59.7% | Reduced |
| Sterling Capital Management LLC | 1,112 | $53.2K | 0.00% | +684+159.8% | Added |
| Tower Research Capital LLC (TRC) | 1,324 | $63.4K | 0.00% | −933−41.3% | Reduced |
| Ameritas Investment Partners, Inc. | 1,347 | $64.5K | 0.00% | −239−15.1% | Reduced |
| Daiwa Securities Group Inc. | 1,595 | $76.0K | 0.00% | +1,595 | New |
| State of Wyoming | 2,512 | $120.2K | 0.01% | +535+27.1% | Added |
| Federation des caisses Desjardins du Quebec | 2,674 | $128.0K | 0.00% | +83+3.2% | Added |
| FMR LLC | 3,081 | $147.4K | 0.00% | −4,876−61.3% | Reduced |
| New York State Teachers Retirement System | 3,841 | $184.0K | 0.00% | −1,600−29.4% | Reduced |
| Oregon Public Employees Retirement Fund | 3,978 | $190.4K | 0.00% | +300+8.2% | Added |
| Virtus ETF Advisers LLC | 4,177 | $199.9K | 0.11% | 00.0% | Unchanged |
| Bokf, NA | 4,188 | $200.4K | 0.00% | +20+0.5% | Added |
| Meritage Portfolio Management | 4,236 | $202.7K | 0.01% | −2,278−35.0% | Reduced |
| Aigen Investment Management, LP | 4,267 | $204.2K | 0.03% | +4,267 | New |
| Mackenzie Financial Corp | 4,427 | $211.9K | 0.00% | +4,427 | New |
| Police & Firemen's Retirement System of New Jersey | 4,459 | $213.4K | 0.00% | +821+22.6% | Added |
| State Board of Administration of Florida Retirement System | 4,487 | $214.7K | 0.00% | 00.0% | Unchanged |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 4,504 | $215.6K | 0.00% | +332+8.0% | Added |
| Amalgamated Bank | 4,767 | $228.0K | 0.00% | +149+3.2% | Added |
| Arizona State Retirement System | 4,811 | $230.3K | 0.00% | +70+1.5% | Added |
| New York State Common Retirement Fund | 4,835 | $231.4K | 0.00% | 00.0% | Unchanged |
| Public Employees Retirement Association of Colorado | 4,841 | $232.0K | 0.00% | 00.0% | Unchanged |
| Envestnet Portfolio Solutions, Inc. | 5,046 | $241.5K | 0.00% | −336−6.2% | Reduced |
| Quest Partners LLC | 5,099 | $244.0K | 0.02% | −1,623−24.1% | Reduced |
| 1620 Investment Advisors, Inc. | 5,160 | $247.0K | 0.17% | −288−5.3% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 5,201 | $248.9K | 0.00% | +2,444+88.6% | Added |
| First Citizens Bank & Trust Co | 5,244 | $251.0K | 0.01% | −320−5.8% | Reduced |
| Yousif Capital Management, LLC | 5,386 | $257.8K | 0.00% | −642−10.7% | Reduced |
| Man Group plc | 5,430 | $259.9K | 0.00% | −26,827−83.2% | Reduced |
| D. E. Shaw & Co., Inc. | 5,688 | $272.2K | 0.00% | −15,446−73.1% | Reduced |
| SG Americas Securities, LLC | 5,834 | $279.0K | 0.00% | +5,834 | New |
| Signature Wealth Management Partners, LLC | 5,876 | $281.2K | 0.15% | 00.0% | Unchanged |
| Pictet Asset Management Holding SA | 5,902 | $282.5K | 0.00% | −598−9.2% | Reduced |
| Millennium Management LLC | 6,050 | $289.6K | 0.00% | +6,050 | New |
| Intech Investment Management LLC | 6,110 | $292.4K | 0.00% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 6,308 | $301.9K | 0.00% | +6,308 | New |
| New Hampshire Trust | 6,379 | $305.3K | 0.06% | 00.0% | Unchanged |
| Midwest Trust Co | 6,379 | $305.3K | 0.00% | 00.0% | Unchanged |
| Aurora Investment Counsel | 6,380 | $305.3K | 0.16% | −46−0.7% | Reduced |
| Guggenheim Capital LLC | 6,482 | $310.2K | 0.00% | −13,187−67.0% | Reduced |
| Citigroup Inc | 6,611 | $316.4K | 0.00% | −8,455−56.1% | Reduced |
| KLP Kapitalforvaltning AS | 6,700 | $320.7K | 0.00% | 00.0% | Unchanged |