UnitilUTL

13F holders, Q1 2024 (March 31)
187holders
3famous investors
$52.34avg. 13F price*

At the end of Q1 2024, 187 institutions reported holding Unitil Corp. (UTL) in their 13F filings. The largest holders were BlackRock Inc. ($151.7M), Vanguard Group Inc. ($66.0M) and State Street Corp. ($35.3M). 3 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), Israel Englander (0.0% of Millennium Management's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).

Company
Unitil Corp.
CUSIP
913259107
Latest filing quarter
Q2 2026

History

Number of 13F holders

050100150200250 Q1 2024: 187Q1 2024Q2 2024: 200Q2 2024Q3 2024: 213Q3 2024Q4 2024: 206Q4 2024Q1 2025: 224Q1 2025Q2 2025: 220Q2 2025Q3 2025: 217Q3 2025Q4 2025: 217Q4 2025Q1 2026: 238Q1 2026Q2 2026: 245Q2 2026

Total Exit/New Position Q1 2024

InstitutionsTotal Value
New Positions19$5.4M
Exits13$5.4M

Ownership 187 holders

BlackRock Inc. 0.00% Reduce -1.2% 2,898,244 $151.7M
Vanguard Group Inc. 0.00% Reduce -1.1% 1,259,801 $66.0M
State Street Corp. 0.00% Add +3.5% 674,989 $35.3M
JPMorgan Chase & Co. 0.00% Reduce -2.3% 644,582 $33.7M
Manufacturers Life Insurance Company, The 0.02% Add +0.2% 489,582 $25.6M
Renaissance Technologies 0.04% Reduce -1.6% 460,751 $24.1M
Aristotle Capital Boston, LLC 0.72% Reduce -1.0% 450,896 $23.6M
Dimensional Fund Advisors LP 0.01% Add +0.1% 436,342 $22.8M
Boston Trust Walden Corp 0.15% Reduce -0.5% 399,258 $20.9M
Geode Capital Management, LLC 0.00% Add +1.7% 352,287 $18.4M
Frontier Capital Management Co. LLC 0.13% Reduce -3.6% 271,909 $14.2M
Charles Schwab Investment Management Inc. 0.00% Add +4.9% 223,417 $11.7M
Bank of New York Mellon Corp 0.00% Reduce -1.8% 217,988 $11.4M
Morgan Stanley 0.00% Reduce -4.9% 187,567 $9.8M
Northern Trust Corp. 0.00% Reduce -18.6% 169,096 $8.9M
Invesco Ltd. 0.00% Reduce -2.3% 132,735 $6.9M
Nuveen Asset Management, LLC 0.00% Add +1.1% 127,686 $6.7M
Royal Bank of Canada 0.00% Reduce -0.6% 125,471 $6.6M
Great Lakes Advisors, LLC 0.05% Reduce -14.3% 117,647 $6.2M
Foundry Partners, LLC 0.32% Reduce -4.9% 113,720 $6.0M
Sei Investments Co. 0.01% Reduce -5.4% 105,588 $5.5M
Brandywine Global Investment Management, LLC 0.04% No change 93,500 $4.9M
Franklin Resources Inc. 0.00% Add +931.2% 88,263 $4.6M
Principal Financial Group Inc. 0.00% Reduce -6.3% 83,677 $4.4M
Assenagon Asset Management S.A. 0.01% Add +22.9% 83,353 $4.4M
Deprince Race & Zollo Inc. 0.09% Reduce -4.9% 82,754 $4.3M
Russell Investments Group, Ltd. 0.01% Add +3.2% 81,960 $4.3M
Gabelli Funds LLC 0.03% No change 72,500 $3.8M
Ameriprise Financial Inc. 0.00% Reduce -6.5% 64,763 $3.4M
Johnson Investment Counsel Inc. 0.03% Add +21.4% 60,983 $3.2M
State of New Jersey Common Pension Fund D 0.01% Add +8.5% 55,529 $2.9M
Bank of America Corp. 0.00% Reduce -7.4% 55,399 $2.9M
Rhumbline Advisers 0.00% Add +2.6% 54,025 $2.8M
Goldman Sachs Group Inc. 0.00% Add +1.8% 51,233 $2.7M
Legal & General Group Plc 0.00% Add +12.1% 50,469 $2.6M
First Manhattan Co. Llc. 0.01% Reduce -4.1% 49,430 $2.6M
Osaic Holdings, Inc. 0.01% Reduce -5.3% 48,235 $2.5M
Aurora Investment Counsel 1.35% New 44,818 $2.3M
Two Sigma Advisers, LP 0.00% Reduce -8.4% 36,100 $1.9M
Martingale Asset Management L P 0.04% Reduce -7.0% 34,186 $1.8M
North Star Investment Management Corp. 0.13% No change 33,500 $1.8M
Public Sector Pension Investment Board 0.01% No change 33,412 $1.7M
Swiss National Bank 0.00% No change 31,700 $1.7M
Raymond James & Associates 0.00% Add +6.9% 31,029 $1.6M
HighTower Advisors, LLC 0.00% Reduce -13.0% 28,938 $1.5M
UBS Group AG 0.00% Reduce -10.9% 28,614 $1.5M
Credit Suisse AG/ 0.00% Reduce -13.5% 27,037 $1.4M
Deutsche Bank AG 0.00% Reduce -18.7% 26,491 $1.4M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Add +28.4% 25,935 $1.4M
Anchor Capital Advisors LLC 0.04% Add +1.2% 25,615 $1.3M
American Century Companies Inc. 0.00% Add +29.8% 25,097 $1.3M
CANADA LIFE ASSURANCE Co 0.00% Add +9.5% 24,884 $1.3M
Wells Fargo & Company 0.00% Add +2.3% 23,467 $1.2M
Wedge Capital Management L L P 0.02% Add +74.8% 23,261 $1.2M
Advisors Asset Management, Inc. 0.02% Reduce -7.2% 20,652 $1.1M
Victory Capital Management Inc. 0.00% Add +2.8% 20,100 $1.1M
Guggenheim Capital LLC 0.01% Add +7.7% 19,347 $1.0M
Barclays PLC 0.00% Reduce -47.9% 19,261 $1.0M
Millennium Management 0.00% Add +361.7% 18,870 $988K
Voya Investment Management LLC 0.00% Reduce -24.6% 18,680 $978K
Annex Advisory Services, LLC 0.03% Add +7.7% 18,380 $962K
Prudential Financial Inc. 0.00% Reduce -2.9% 18,255 $956K
Maryland State Retirement & Pension System 0.02% Add +1.9% 19,555 $954K
Algert Global LLC 0.04% Reduce -7.2% 18,128 $949K
WINTON GROUP Ltd 0.07% Add +165.4% 17,747 $929K
Wakefield Asset Management LLLP 0.31% Add +0.1% 17,067 $893K
Alliancebernstein L.P. 0.00% No change 16,100 $843K
California State Teachers Retirement System 0.00% Reduce -5.2% 16,082 $842K
Hennessy Advisors Inc. 0.03% Reduce -2.5% 15,698 $822K
Campbell & CO Investment Adviser LLC 0.07% Reduce -11.0% 15,585 $816K
Cambridge Investment Research Advisors, Inc. 0.00% Add +0.0% 15,243 $798K
Texas Permanent School Fund Corp. 0.01% Add +1.3% 14,089 $738K
Thrivent Financial for Lutherans 0.00% Reduce -2.6% 13,965 $731K
Man Group plc 0.00% Reduce -21.2% 13,947 $730K
Teacher Retirement System of Texas 0.00% Add +4.3% 13,461 $705K
Comerica Bank 0.00% Add +69.4% 12,774 $669K
Rockefeller Capital Management L.P. 0.00% Add +21.2% 12,122 $635K
Commonwealth Equity Services, LLC 0.00% Add +5.0% 12,088 $633K
Exchange Traded Concepts, LLC 0.02% Reduce -55.5% 12,073 $632K
Ethic Inc. 0.02% Add +31.0% 11,811 $618K
State of Tennessee, Department of Treasury 0.00% Reduce -8.6% 11,329 $593K
Bank of Montreal 0.00% Add +2.0% 11,112 $583K
BNP Paribas Financial Markets 0.00% Add +145.7% 11,087 $580K
Citigroup Inc. 0.00% Add +11.0% 10,745 $563K
HSBC Holdings PLC 0.00% Add +22.4% 10,645 $557K
T. Rowe Price Associates Inc. 0.00% Add +7.0% 10,289 $539K
Envestnet Asset Management Inc. 0.00% Add +1.4% 9,911 $519K
State of Alaska, Department of Revenue 0.01% Reduce -1.0% 9,807 $513K
STRS Ohio 0.00% Reduce -24.8% 9,400 $492K
Two Sigma Investments, LP 0.00% Reduce -41.9% 9,379 $491K
Illinois Municipal Retirement Fund 0.01% Add +1.5% 9,172 $480K
Riverwater Partners LLC 0.35% Reduce -1.4% 9,152 $479K
Janney Montgomery Scott LLC 0.00% Add +30.0% 8,743 $458K
American International Group, Inc. 0.00% Reduce -0.9% 8,613 $451K
Cerity Partners LLC 0.00% Add +13.3% 8,604 $450K
State of Wisconsin Investment Board 0.00% New 8,164 $427K
Louisiana State Employees Retirement System 0.01% Reduce -1.2% 8,000 $419K
PDT Partners, LLC 0.04% New 7,990 $418K
MetLife Investment Management, LLC 0.00% No change 7,939 $416K
Yousif Capital Management, LLC 0.00% Reduce -8.7% 7,266 $380K
New York Life Investment Management LLC 0.00% Add +15.2% 7,030 $368K
Janus Henderson Group PLC 0.00% Add +0.0% 6,940 $364K
Susquehanna Fundamental Investments, LLC 0.02% New 6,610 $346K
New York State Common Retirement Fund 0.00% Reduce -54.4% 6,545 $343K
Creative Planning 0.00% Reduce -1.5% 6,540 $342K
1620 Investment Advisors, Inc. 0.34% Reduce -0.6% 6,497 $340K
New Hampshire Trust 0.08% No change 6,469 $339K
Financial Counselors Inc. 0.01% No change 6,469 $339K
LPL Financial LLC 0.00% New 6,276 $329K
Nebula Research & Development LLC 0.07% New 6,015 $315K
New York State Teachers Retirement System 0.00% Reduce -1.7% 5,941 $311K
Boston Partners 0.00% No change 5,881 $308K
Signature Wealth Management Partners, LLC 0.25% No change 5,876 $308K
Balyasny Asset Management L.P. 0.00% New 5,531 $290K
Public Employees Retirement Association of Colorado 0.00% No change 5,391 $282K
Meritage Portfolio Management 0.02% Reduce -5.5% 5,320 $279K
Amalgamated Bank 0.00% Reduce -17.5% 5,205 $272K
Ellevest, Inc. 0.02% Reduce -9.5% 5,143 $269K
Private Advisor Group, LLC 0.00% New 5,092 $267K
Teachers Retirement System of the State of Kentucky 0.00% No change 4,870 $255K
Virtus Investment Advisers, LLC 0.18% No change 4,737 $248K
Praxis Investment Management Inc. 0.02% New 4,640 $243K
ProShare Advisors LLC 0.00% Add +2.4% 4,599 $241K
Arizona State Retirement System 0.00% Reduce -1.7% 4,424 $232K
PNC Financial Services Group, Inc. 0.00% Add +12.6% 4,333 $227K
Pictet Asset Management Holding SA 0.00% No change 4,285 $224K
Oregon Public Employees Retirement Fund 0.00% Reduce -8.6% 4,278 $224K
Panagora Asset Management Inc. 0.00% Reduce -31.5% 4,049 $212K
Oppenheimer & Co. Inc. 0.00% No change 3,925 $205K
Jump Financial, LLC 0.01% Reduce -27.5% 3,915 $205K
State Board of Administration of Florida Retirement System 0.00% Reduce -21.3% 3,587 $205K
MKT Advisors LLC 0.11% No change 4,159 $204K
Amundi 0.00% Add +26.1% 3,990 $196K
Shell Asset Management Co. 0.01% Reduce -9.3% 3,406 $176K
Mendota Financial Group, LLC 0.09% New 3,074 $161K
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% No change 2,757 $144K
FMR LLC 0.00% Add +6.9% 2,700 $141K
WR Wealth Planners, LLC 0.04% New 2,300 $120K
Ameritas Investment Partners, Inc. 0.00% No change 1,586 $83K
Benjamin F. Edwards & Company, Inc. 0.00% No change 1,462 $77K
Kepos Capital LP 0.02% Add +14.9% 1,372 $71K
Nisa Investment Advisors, LLC 0.00% Reduce -22.1% 1,332 $70K
Armstrong Advisory Group, Inc. 0.01% No change 1,263 $66K
Qube Research & Technologies Ltd 0.00% New 1,003 $53K
Baldwin Wealth Partners LLC 0.00% No change 1,000 $52K
Metropolitan Life Insurance Co 0.00% Reduce -13.3% 844 $44K
Quadrant Capital Group LLC 0.00% Add +173.7% 717 $38K
Tower Research Capital LLC (TRC) 0.00% Reduce -93.3% 695 $36K
Federated Hermes, Inc. 0.00% Reduce -28.8% 579 $30K
Aquatic Capital Management LLC 0.00% New 500 $26K
GAMMA Investing LLC 0.00% Add +24.7% 384 $20K
Signaturefd, LLC 0.00% No change 365 $19K
Allspring Global Investments Holdings, LLC 0.00% Add +27.1% 328 $17K
Public Employees Retirement System of Ohio 0.00% Add +3.1% 327 $17K
Piscataqua Savings Bank 0.01% No change 300 $16K
Citadel Advisors 0.00% New 274 $14K
Steward Partners Investment Advisory, LLC 0.00% No change 250 $13K
CIBC Private Wealth Group LLC 0.00% New 239 $12K
Harbour Investments, Inc. 0.00% No change 200 $10K
Cambridge Trust Co. 0.00% No change 176 $9K
Blue Trust, Inc. 0.00% No change 168 $9K
Trust Co. of Vermont 0.00% No change 150 $8K
HM Payson & Co. 0.00% No change 142 $7K
Bessemer Group Inc. 0.00% Add +1.5% 135 $7K
First Horizon Advisors, Inc. 0.00% No change 128 $7K
Fifth Third Bancorp 0.00% Add +3.5% 117 $6K
Beaird Harris Wealth Management, LLC 0.00% No change 100 $5K
MassMutual Private Wealth & Trust, FSB 0.00% Add +69.2% 88 $5K
Fortitude Family Office, LLC 0.00% No change 86 $5K
LGT Financial Advisors LLC 0.00% No change 74 $4K
Riggs Asset Managment Co. Inc. 0.00% New 74 $4K
Capital Advisors, Ltd. LLC 0.00% No change 40 $2K
Sachetta, LLC 0.00% No change 38 $2K
ClariVest Asset Management LLC 0.00% Add +60.0% 32 $2K
Lindbrook Capital, LLC 0.00% Reduce -67.7% 31 $2K
US Bancorp \de 0.00% Reduce -78.2% 24 $1K
Farther Finance Advisors, LLC 0.00% Add +83.3% 22 $1K
Cwm, LLC 0.00% Reduce -82.3% 17 $1K
Parallel Advisors, LLC 0.00% Add +6.3% 17 $873
Farmers & Merchants Investments Inc. 0.00% No change 13 $681
Bell Investment Advisors, Inc 0.00% No change 12 $629
Cornerstone Planning Group LLC 0.00% New 11 $579
UMB Bank, n.a. 0.00% New 10 $524
Versant Capital Management, Inc 0.00% No change 6 $314
Parkside Financial Bank & Trust 0.00% No change 5 $262
Avior Wealth Management, LLC 0.00% New 3 $157
Covestor Ltd 0.00% No change 1 $0

"% of holder's portfolio" is UTL's weight in each manager's 13F, not the share of Unitil Corp. the manager owns.