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 2026
Institutional positions in Unitil Corp as of Mar 31, 2026. 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
- 238
- +25 vs. Q4 2025
- Shares held
- 14.7M
- +1.50M (+11.3%) vs. Q4 2025
- Total value
- $768.6M
- +$128.8M (+20.1%) vs. Q4 2025
- New holders
- 40
- 88 more added
- Sold out
- 15
- 64 more reduced
4 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2026
Shares, value and share of portfolio for each institution holding Unitil Corp; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Sunbelt Securities, Inc. | 2 | $104 | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 2 | $104 | 0.00% | 00.0% | Unchanged |
| Gilpin Wealth Management, LLC | 2 | $105 | 0.00% | 00.0% | Unchanged |
| Ankerstar Wealth, LLC | 3 | $157 | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 3 | $157 | 0.00% | +3 | New |
| Horizon Investments, LLC | 4 | $209 | 0.00% | +4 | New |
| IFP Advisors, Inc | 5 | $261 | 0.00% | +2+66.7% | Added |
| Rialto Wealth Management, LLC | 10 | $523 | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 11 | $575 | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 14 | $731 | 0.00% | +14 | New |
| Investors Portfolio Services LLC | 18 | $913 | 0.00% | +18 | New |
| SRS Capital Advisors, Inc. | 19 | $993 | 0.00% | −14−42.4% | Reduced |
| UMA Financial Services, Inc. | 21 | $1.10K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 31 | $1.62K | 0.00% | +2+6.9% | Added |
| JPL Wealth Management, LLC | 33 | $1.72K | 0.00% | +33 | New |
| Root Financial Partners, LLC | 34 | $1.78K | 0.00% | +34 | New |
| Cornerstone Financial Management LLC | 36 | $1.88K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 38 | $1.99K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 40 | $2.00K | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 53 | $2.77K | 0.00% | +8+17.8% | Added |
| Rothschild Investment LLC | 54 | $2.82K | 0.00% | +7+14.9% | Added |
| Bare Financial Services, Inc | 61 | $3.19K | 0.00% | +30+96.8% | Added |
| Parkside Financial Bank & Trust | 68 | $3.55K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 72 | $3.63K | 0.00% | +14+24.1% | Added |
| TD Private Client Wealth LLC | 85 | $4.44K | 0.00% | +85 | New |
| Allworth Financial LP | 89 | $4.65K | 0.00% | −12−11.9% | Reduced |
| Twin Peaks Wealth Advisors, LLC | 91 | $4.75K | 0.00% | +91 | New |
| Bradley & Co. Private Wealth Management, LLC | 106 | $5.54K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 113 | $5.90K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 123 | $6.43K | 0.00% | −59−32.4% | Reduced |
| HM Payson & Co | 142 | $7.42K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 150 | $7.84K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 168 | $8.78K | 0.00% | 00.0% | Unchanged |
| Gen-Wealth Partners Inc | 168 | $8.78K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 166 | $9.00K | 0.01% | +164+8,200.0% | Added |
| Eastern Bank | 176 | $9.19K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 185 | $9.66K | 0.00% | +59+46.8% | Added |
| Steward Partners Investment Advisory, LLC | 209 | $10.9K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 214 | $11.2K | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 229 | $12.0K | 0.00% | −390−63.0% | Reduced |
| Smartleaf Asset Management LLC | 246 | $13.1K | 0.00% | −4−1.6% | Reduced |
| Umb Bank N A | 257 | $13.4K | 0.00% | −43−14.3% | Reduced |
| Aquatic Capital Management LLC | 292 | $15.3K | 0.00% | −3,175−91.6% | Reduced |
| Wealth Preservation Advisors, LLC | 300 | $15.7K | 0.01% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 300 | $15.7K | 0.01% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 350 | $18.3K | 0.00% | +350 | New |
| Quadrant Capital Group LLC | 368 | $19.2K | 0.00% | −172−31.9% | Reduced |
| Public Employees Retirement System of Ohio | 382 | $20.0K | 0.00% | +24+6.7% | Added |
| Salomon & Ludwin, LLC | 376 | $20.2K | 0.00% | +177+88.9% | Added |
| Addison Advisors LLC | 430 | $22.5K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 442 | $23.1K | 0.00% | +53+13.6% | Added |
| Larson Financial Group LLC | 594 | $31.1K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 616 | $32.0K | 0.00% | +336+120.0% | Added |
| Bessemer Group Inc | 610 | $32.0K | 0.00% | +404+196.1% | Added |
| Nisa Investment Advisors, LLC | 697 | $36.4K | 0.00% | +141+25.4% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 733 | $38.3K | 0.00% | +219+42.6% | Added |
| Harbour Investments, Inc. | 733 | $38.3K | 0.00% | +533+266.5% | Added |
| Farther Finance Advisors, LLC | 734 | $38.8K | 0.00% | +435+145.5% | Added |
| Signaturefd, LLC | 820 | $42.8K | 0.00% | −224−21.5% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 864 | $45.1K | 0.00% | +39+4.7% | Added |
| CX Institutional | 914 | $48.0K | 0.00% | 00.0% | Unchanged |
| Daiwa Securities Group Inc. | 1,333 | $69.6K | 0.00% | −71−5.1% | Reduced |
| Ameritas Investment Partners, Inc. | 1,347 | $70.4K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 1,401 | $73.2K | 0.01% | +47+3.5% | Added |
| Parallel Advisors, LLC | 1,603 | $83.7K | 0.00% | +1,337+502.6% | Added |
| CWM, LLC | 1,732 | $90.5K | 0.00% | +147+9.3% | Added |
| Eurizon Capital SGR S.p.A. | 1,900 | $101.5K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 2,688 | $140.4K | 0.03% | +2,688 | New |
| Tower Research Capital LLC (TRC) | 2,792 | $145.9K | 0.00% | +2,169+348.2% | Added |
| SG Americas Securities, LLC | 3,170 | $166.0K | 0.00% | +816+34.7% | Added |
| Oppenheimer & Co Inc | 3,925 | $205.0K | 0.00% | +3,925 | New |
| Dynamic Technology Lab Private Ltd | 3,971 | $207.4K | 0.03% | +3,971 | New |
| Inceptionr LLC | 4,072 | $212.7K | 0.05% | +4,072 | New |
| Oregon Public Employees Retirement Fund | 4,127 | $215.6K | 0.00% | +49+1.2% | Added |
| Los Angeles Capital Management LLC | 4,166 | $217.6K | 0.00% | +4,060+3,830.2% | Added |
| Virtus ETF Advisers LLC | 4,177 | $218.2K | 0.10% | 00.0% | Unchanged |
| Caxton Associates LLP | 4,259 | $222.5K | 0.01% | +4,259 | New |
| Federation des caisses Desjardins du Quebec | 4,286 | $223.9K | 0.00% | +922+27.4% | Added |
| Citigroup Inc | 4,372 | $228.4K | 0.00% | −651−13.0% | Reduced |
| Evergreen Capital Management LLC | 4,395 | $229.6K | 0.00% | +4,395 | New |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 4,447 | $232.3K | 0.00% | +12+0.3% | Added |
| Police & Firemen's Retirement System of New Jersey | 4,459 | $232.9K | 0.00% | 00.0% | Unchanged |
| State Board of Administration of Florida Retirement System | 4,487 | $234.4K | 0.00% | 00.0% | Unchanged |
| Mackenzie Financial Corp | 4,510 | $235.6K | 0.00% | +4,510 | New |
| 1620 Investment Advisors, Inc. | 4,570 | $238.7K | 0.16% | −84−1.8% | Reduced |
| EP Wealth Advisors, LLC | 4,606 | $240.6K | 0.00% | −255−5.2% | Reduced |
| Intech Investment Management LLC | 4,632 | $242.0K | 0.00% | −2,585−35.8% | Reduced |
| Aigen Investment Management, LP | 4,699 | $245.5K | 0.06% | −68−1.4% | Reduced |
| Yousif Capital Management, LLC | 4,770 | $249.2K | 0.00% | −12−0.3% | Reduced |
| Vanguard Investments Australia, Ltd. | 4,824 | $252.0K | 0.00% | +4,824 | New |
| Commonwealth Financial Services, LLC | 4,835 | $252.6K | 0.04% | +4,835 | New |
| Public Employees Retirement Association of Colorado | 4,841 | $253.0K | 0.00% | 00.0% | Unchanged |
| Pictet Asset Management Holding SA | 4,901 | $256.0K | 0.00% | +4,901 | New |
| Arizona State Retirement System | 4,921 | $257.1K | 0.00% | −13−0.3% | Reduced |
| New York State Teachers Retirement System | 5,015 | $262.0K | 0.00% | +1,174+30.6% | Added |
| Amalgamated Bank | 5,171 | $270.0K | 0.00% | +50+1.0% | Added |
| GAMMA Investing LLC | 5,246 | $274.1K | 0.01% | +3,431+189.0% | Added |
| Engineers Gate Manager LP | 5,326 | $278.2K | 0.00% | +5,326 | New |
| Sterling Capital Management LLC | 5,548 | $289.8K | 0.01% | +4,525+442.3% | Added |
| Empirical Asset Management, LLC | 5,825 | $304.3K | 0.08% | +5,825 | New |