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 2026
Institutional positions in Unitil Corp as of Jun 30, 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
- 245
- +11 vs. Q1 2026
- Shares held
- 15.3M
- +701.0K (+4.8%) vs. Q1 2026
- Total value
- $808.9M
- +$43.3M (+5.7%) vs. Q1 2026
- New holders
- 38
- 96 more added
- Sold out
- 27
- 71 more reduced
4 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: 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 2026
Shares, value and share of portfolio for each institution holding Unitil Corp; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Avion Wealth | 10 | $0 | 0.00% | +10 | New |
| Hughes Financial Services, LLC | 1 | $53 | 0.00% | −2−66.7% | Reduced |
| Davis Capital Management | 1 | $53 | 0.00% | +1 | New |
| Medallion Wealth Advisors, LLC | 1 | $53 | 0.00% | +1 | New |
| SBI Securities Co., Ltd. | 2 | $105 | 0.00% | 00.0% | Unchanged |
| Ankerstar Wealth, LLC | 3 | $158 | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 3 | $159 | 0.00% | +3 | New |
| Gilpin Wealth Management, LLC | 7 | $369 | 0.00% | +5+250.0% | Added |
| Plante Moran Financial Advisors, LLC | 9 | $474 | 0.00% | +9 | New |
| Caitong International Asset Management Co., Ltd | 10 | $527 | 0.00% | −219−95.6% | Reduced |
| Farmers & Merchants Investments Inc | 11 | $580 | 0.00% | 00.0% | Unchanged |
| Wealth Enhancement Trust Services, Inc. | 11 | $580 | 0.00% | +11 | New |
| SJS Investment Consulting Inc. | 14 | $738 | 0.00% | +14 | New |
| Clearstead Advisors, LLC | 18 | $949 | 0.00% | +18 | New |
| Rialto Wealth Management, LLC | 20 | $1.05K | 0.00% | +10+100.0% | Added |
| IFP Advisors, Inc | 21 | $1.11K | 0.00% | +16+320.0% | Added |
| Silver Grove Financial Group, Inc. | 28 | $1.48K | 0.00% | +28 | New |
| UMA Financial Services, Inc. | 31 | $1.63K | 0.00% | +10+47.6% | Added |
| JPL Wealth Management, LLC | 35 | $1.84K | 0.00% | +2+6.1% | Added |
| Cornerstone Financial Management LLC | 36 | $1.90K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 40 | $2.00K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 38 | $2.00K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 39 | $2.06K | 0.00% | +39 | New |
| True Wealth Design, LLC | 62 | $3.27K | 0.00% | +62 | New |
| Parkside Financial Bank & Trust | 68 | $3.58K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 65 | $3.60K | 0.00% | −7−9.7% | Reduced |
| TD Private Client Wealth LLC | 85 | $4.48K | 0.00% | 00.0% | Unchanged |
| Optiver Holding B.V. | 92 | $4.85K | 0.00% | +92 | New |
| Los Angeles Capital Management LLC | 106 | $5.58K | 0.00% | −4,060−97.5% | Reduced |
| Bradley & Co. Private Wealth Management, LLC | 106 | $5.58K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 113 | $5.95K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 125 | $6.59K | 0.00% | +64+104.9% | Added |
| Rothschild Investment LLC | 128 | $6.74K | 0.00% | +74+137.0% | Added |
| HM Payson & Co | 142 | $7.48K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 145 | $7.64K | 0.00% | +22+17.9% | Added |
| AdvisorNet Financial, Inc | 150 | $7.90K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 150 | $7.90K | 0.00% | +150 | New |
| US Bancorp | 153 | $8.06K | 0.00% | −32−17.3% | Reduced |
| Federated Hermes, Inc. | 153 | $8.06K | 0.00% | +153 | New |
| Kilter Group LLC | 166 | $8.75K | 0.00% | +166 | New |
| Ronald Blue Trust, Inc. | 168 | $8.85K | 0.00% | 00.0% | Unchanged |
| Gen-Wealth Partners Inc | 168 | $8.85K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 186 | $9.00K | 0.01% | +20+12.0% | Added |
| Eastern Bank | 176 | $9.27K | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 179 | $9.43K | 0.00% | +126+237.7% | Added |
| Bessemer Group Inc | 206 | $11.0K | 0.00% | −404−66.2% | Reduced |
| Steward Partners Investment Advisory, LLC | 209 | $11.0K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 214 | $11.3K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 215 | $11.3K | 0.01% | −215−50.0% | Reduced |
| Smartleaf Asset Management LLC | 246 | $13.1K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 267 | $14.1K | 0.00% | +10+3.9% | Added |
| Parallel Advisors, LLC | 275 | $14.5K | 0.00% | −1,328−82.8% | Reduced |
| Piscataqua Savings Bank | 300 | $15.8K | 0.01% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 308 | $16.0K | 0.00% | −308−50.0% | Reduced |
| EverSource Wealth Advisors, LLC | 340 | $17.9K | 0.00% | −102−23.1% | Reduced |
| Salomon & Ludwin, LLC | 376 | $19.7K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 399 | $21.0K | 0.00% | −335−45.6% | Reduced |
| Public Employees Retirement System of Ohio | 420 | $22.1K | 0.00% | +38+9.9% | Added |
| Global Retirement Partners, LLC | 444 | $23.4K | 0.00% | +444 | New |
| Allworth Financial LP | 480 | $25.3K | 0.00% | +391+439.3% | Added |
| Nikko Asset Management Americas, Inc. | 550 | $29.0K | 0.00% | +550 | New |
| Larson Financial Group LLC | 596 | $31.4K | 0.00% | +2+0.3% | Added |
| Harbour Investments, Inc. | 738 | $38.9K | 0.00% | +5+0.7% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 814 | $42.9K | 0.00% | +81+11.1% | Added |
| Pinnacle Wealth Planning Services, Inc. | 847 | $44.6K | 0.00% | −17−2.0% | Reduced |
| Nykredit A/S | 1,121 | $59.1K | 0.00% | +1,121 | New |
| Signaturefd, LLC | 1,161 | $61.2K | 0.00% | +341+41.6% | Added |
| Ameritas Investment Partners, Inc. | 1,640 | $86.4K | 0.00% | +293+21.8% | Added |
| Tower Research Capital LLC (TRC) | 1,710 | $90.1K | 0.00% | −1,082−38.8% | Reduced |
| Eurizon Capital SGR S.p.A. | 1,900 | $101.0K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 2,089 | $110.1K | 0.00% | +2,070+10,894.7% | Added |
| Aquatic Capital Management LLC | 2,100 | $110.6K | 0.00% | +1,808+619.2% | Added |
| Nisa Investment Advisors, LLC | 2,307 | $121.6K | 0.00% | +1,610+231.0% | Added |
| State of Wyoming | 2,640 | $139.1K | 0.01% | +1,239+88.4% | Added |
| Cedar Mountain Advisors, LLC | 2,688 | $141.6K | 0.02% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 3,000 | $158.1K | 0.01% | +3,000 | New |
| Bokf, NA | 3,643 | $191.9K | 0.00% | +3,643 | New |
| GAMMA Investing LLC | 3,759 | $198.1K | 0.01% | −1,487−28.3% | Reduced |
| 1620 Investment Advisors, Inc. | 3,910 | $206.0K | 0.13% | −660−14.4% | Reduced |
| Oppenheimer & Co Inc | 3,925 | $206.8K | 0.00% | 00.0% | Unchanged |
| StoneX Group Inc. | 3,937 | $207.4K | 0.01% | +3,937 | New |
| SG Americas Securities, LLC | 4,070 | $214.0K | 0.00% | +900+28.4% | Added |
| Oregon Public Employees Retirement Fund | 4,127 | $217.5K | 0.00% | 00.0% | Unchanged |
| JustInvest LLC | 4,157 | $219.0K | 0.00% | −3,302−44.3% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 4,266 | $224.8K | 0.00% | −181−4.1% | Reduced |
| Federation des caisses Desjardins du Quebec | 4,313 | $227.3K | 0.00% | +27+0.6% | Added |
| Yousif Capital Management, LLC | 4,457 | $234.8K | 0.00% | −313−6.6% | Reduced |
| State Board of Administration of Florida Retirement System | 4,487 | $236.4K | 0.00% | 00.0% | Unchanged |
| Graham Capital Management, L.P. | 4,568 | $240.7K | 0.01% | +4,568 | New |
| Virtus ETF Advisers LLC | 4,746 | $250.1K | 0.10% | +569+13.6% | Added |
| Vanguard Investments Australia, Ltd. | 4,824 | $254.2K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 4,835 | $255.0K | 0.00% | −336−6.5% | Reduced |
| Public Employees Retirement Association of Colorado | 4,841 | $255.0K | 0.00% | 00.0% | Unchanged |
| Pictet Asset Management Holding SA | 4,901 | $258.2K | 0.00% | 00.0% | Unchanged |
| Arizona State Retirement System | 4,963 | $261.5K | 0.00% | +42+0.9% | Added |
| Guggenheim Capital LLC | 5,066 | $266.9K | 0.00% | −1,250−19.8% | Reduced |
| Vise Technologies, Inc. | 5,075 | $267.4K | 0.00% | +5,075 | New |
| DRW Securities, LLC | 5,215 | $274.8K | 0.02% | +5,215 | New |
| Allianz Asset Management GmbH | 5,270 | $277.7K | 0.00% | +5,270 | New |
| Sterling Capital Management LLC | 5,324 | $280.5K | 0.00% | −224−4.0% | Reduced |