UnitilUTL

13F holders, Q2 2024 (June 30)
200holders +13
22new positions
8sold out
4famous investors
$51.79avg. 13F price*

At the end of Q2 2024, 200 institutions reported holding Unitil Corp. (UTL) in their 13F filings, up 13 from Q1 2024. 22 opened new positions and 8 sold out. The largest holders were BlackRock Inc. ($150.2M), Vanguard Group Inc. ($65.9M) and State Street Corp. ($35.3M). 4 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 Cliff Asness (0.0% of AQR Capital Management'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 → Q2 2024

InstitutionsTotal Value
New Positions22$6.3M
Exits8$1.9M

All 13F filers, Q1 2024 → Q2 2024: 401,296 shares bought and 304,948 shares sold, net +96,348 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 200 holders

BlackRock Inc. 0.00% Add +0.1% 2,901,036 $150.2M
Vanguard Group Inc. 0.00% Add +1.0% 1,272,742 $65.9M
State Street Corp. 0.00% Add +1.1% 682,076 $35.3M
JPMorgan Chase & Co. 0.00% Reduce -4.0% 618,810 $32.0M
Manufacturers Life Insurance Company, The 0.02% Add +0.6% 492,473 $25.5M
Renaissance Technologies 0.04% Add +0.9% 464,851 $24.1M
Dimensional Fund Advisors LP 0.01% Add +1.3% 442,132 $22.9M
Aristotle Capital Boston, LLC 0.77% Reduce -2.3% 440,665 $22.8M
Boston Trust Walden Corp 0.15% Add +1.1% 403,482 $20.9M
Geode Capital Management, LLC 0.00% Add +5.1% 370,334 $19.2M
Frontier Capital Management Co. LLC 0.14% Reduce -0.7% 270,116 $14.0M
Bank of New York Mellon Corp 0.00% Reduce -0.8% 216,338 $11.2M
Charles Schwab Investment Management Inc. 0.00% Reduce -7.5% 206,679 $10.7M
Morgan Stanley 0.00% Add +6.1% 199,001 $10.3M
Northern Trust Corp. 0.00% Reduce -1.4% 166,695 $8.6M
Nuveen Asset Management, LLC 0.00% Add +16.1% 148,252 $7.7M
Royal Bank of Canada 0.00% Add +8.4% 136,014 $7.0M
Invesco Ltd. 0.00% Reduce -4.3% 127,057 $6.6M
Foundry Partners, LLC 0.31% Reduce -1.0% 112,605 $5.8M
Sei Investments Co. 0.01% Reduce -3.3% 102,110 $5.3M
Great Lakes Advisors, LLC 0.04% Reduce -18.3% 96,123 $5.0M
Russell Investments Group, Ltd. 0.01% Add +10.8% 90,803 $4.7M
Franklin Resources Inc. 0.00% Reduce -4.6% 84,173 $4.4M
Deprince Race & Zollo Inc. 0.09% Reduce -2.2% 80,907 $4.2M
Principal Financial Group Inc. 0.00% Reduce -4.7% 79,733 $4.1M
Assenagon Asset Management S.A. 0.01% Reduce -10.5% 74,592 $3.9M
Gabelli Funds LLC 0.03% No change 72,500 $3.8M
Bank of America Corp. 0.00% Add +18.5% 65,629 $3.4M
Goldman Sachs Group Inc. 0.00% Add +27.0% 65,085 $3.4M
Johnson Investment Counsel Inc. 0.03% No change 60,983 $3.2M
Rhumbline Advisers 0.00% Add +1.9% 55,027 $2.8M
Ameriprise Financial Inc. 0.00% Reduce -17.1% 53,723 $2.8M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Add +93.3% 50,124 $2.6M
Legal & General Group Plc 0.00% Reduce -1.4% 49,752 $2.6M
Osaic Holdings, Inc. 0.01% Add +0.1% 48,304 $2.5M
First Manhattan Co. Llc. 0.01% Reduce -2.6% 48,130 $2.5M
Aurora Investment Counsel 1.37% Reduce -0.1% 44,749 $2.3M
Two Sigma Advisers, LP 0.00% Add +9.7% 39,600 $2.1M
Wedge Capital Management L L P 0.04% Add +66.0% 38,616 $2.0M
State of New Jersey Common Pension Fund D 0.01% Reduce -32.4% 37,551 $1.9M
Public Sector Pension Investment Board 0.01% Add +6.5% 35,566 $1.8M
Martingale Asset Management L P 0.04% Add +0.3% 34,286 $1.8M
M&T Bank Corp 0.01% New 34,158 $1.8M
Brandywine Global Investment Management, LLC 0.01% Reduce -63.5% 34,100 $1.8M
North Star Investment Management Corp. 0.13% No change 33,500 $1.7M
Raymond James & Associates 0.00% Add +3.3% 32,049 $1.7M
Swiss National Bank 0.00% No change 31,700 $1.6M
Anchor Capital Advisors LLC 0.05% Add +21.1% 31,009 $1.6M
HighTower Advisors, LLC 0.00% Reduce -1.8% 28,408 $1.5M
American Century Companies Inc. 0.00% Add +13.3% 28,431 $1.5M
Deutsche Bank AG 0.00% Reduce -0.3% 26,411 $1.4M
CANADA LIFE ASSURANCE Co 0.00% Add +3.6% 25,770 $1.3M
Algert Global LLC 0.04% Add +24.2% 22,521 $1.2M
Advisors Asset Management, Inc. 0.02% Add +8.9% 22,501 $1.2M
Annex Advisory Services, LLC 0.04% Add +14.4% 21,021 $1.1M
Victory Capital Management Inc. 0.00% Add +1.6% 20,419 $1.1M
Two Sigma Investments, LP 0.00% Add +108.0% 19,513 $1.0M
Maryland State Retirement & Pension System 0.02% Reduce -0.8% 19,391 $1.0M
Guggenheim Capital LLC 0.01% Reduce -1.7% 19,025 $985K
Campbell & CO Investment Adviser LLC 0.08% Add +21.9% 18,990 $983K
Voya Investment Management LLC 0.00% Add +0.4% 18,751 $971K
Boston Partners 0.00% Add +212.3% 18,364 $951K
State of Wisconsin Investment Board 0.00% Add +121.7% 18,098 $937K
WINTON GROUP Ltd 0.06% Add +0.9% 17,909 $928K
UBS Group AG 0.00% Reduce -37.5% 17,876 $926K
Prudential Financial Inc. 0.00% Reduce -4.9% 17,355 $899K
Cambridge Investment Research Advisors, Inc. 0.00% Add +12.5% 17,144 $888K
Wakefield Asset Management LLLP 0.30% Reduce -1.4% 16,825 $871K
Alliancebernstein L.P. 0.00% No change 16,100 $834K
Comerica Bank 0.00% Add +26.0% 16,099 $834K
California State Teachers Retirement System 0.00% Reduce -1.8% 15,800 $818K
Hennessy Advisors Inc. 0.03% Reduce -4.5% 14,998 $777K
Teacher Retirement System of Texas 0.00% Add +4.2% 14,025 $726K
Barclays PLC 0.00% Reduce -28.9% 13,700 $710K
Trexquant Investment LP 0.01% New 13,661 $708K
Balyasny Asset Management L.P. 0.00% Add +144.9% 13,546 $702K
Thrivent Financial for Lutherans 0.00% Reduce -3.9% 13,422 $695K
Exchange Traded Concepts, LLC 0.02% Add +5.0% 12,676 $656K
Qube Research & Technologies Ltd 0.00% Add +1144.9% 12,486 $647K
Rockefeller Capital Management L.P. 0.00% Add +0.5% 12,180 $631K
STRS Ohio 0.00% Add +26.6% 11,900 $616K
Commonwealth Equity Services, LLC 0.00% Reduce -2.7% 11,762 $609K
Citigroup Inc. 0.00% Add +9.1% 11,722 $607K
T. Rowe Price Associates Inc. 0.00% Add +4.5% 10,749 $557K
Jane Street Group, LLC 0.00% New 10,605 $549K
Bank of Montreal 0.00% Reduce -5.6% 10,493 $545K
HSBC Holdings PLC 0.00% Reduce -4.3% 10,193 $521K
State of Tennessee, Department of Treasury 0.00% Reduce -11.8% 9,990 $517K
Ethic Inc. 0.01% Reduce -16.0% 9,924 $514K
Pathstone Holdings, LLC 0.00% New 9,736 $504K
Wells Fargo & Company 0.00% Reduce -58.7% 9,688 $502K
Envestnet Asset Management Inc. 0.00% Reduce -2.4% 9,673 $501K
Illinois Municipal Retirement Fund 0.01% Add +3.9% 9,530 $494K
State of Alaska, Department of Revenue 0.01% Reduce -3.2% 9,493 $491K
Corebridge Financial, Inc. 0.00% — 9,269 $480K
MetLife Investment Management, LLC 0.00% Add +13.9% 9,043 $468K
Janney Montgomery Scott LLC 0.00% Reduce -1.0% 8,655 $448K
Riverwater Partners LLC 0.32% Reduce -8.5% 8,377 $434K
Millennium Management 0.00% Reduce -55.9% 8,321 $431K
Cerity Partners LLC 0.00% Reduce -4.3% 8,234 $426K
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% — 8,135 $421K
Louisiana State Employees Retirement System 0.01% Add +1.3% 8,100 $419K
PDT Partners, LLC 0.04% No change 7,990 $414K
BNP Paribas Financial Markets 0.00% Reduce -32.1% 7,526 $390K
ProShare Advisors LLC 0.00% Add +61.1% 7,410 $384K
ExodusPoint Capital Management, LP 0.00% New 7,289 $377K
Susquehanna International Group, LLP 0.00% New 7,254 $376K
1620 Investment Advisors, Inc. 0.29% Add +10.0% 7,145 $370K
Sherbrooke Park Advisers LLC 0.06% New 6,988 $362K
AlphaQuest LLC 0.05% New 6,893 $357K
Janus Henderson Group PLC 0.00% Reduce -1.2% 6,858 $355K
Creative Planning 0.00% Add +3.3% 6,758 $350K
New York State Common Retirement Fund 0.00% Add +1.4% 6,635 $344K
Susquehanna Fundamental Investments, LLC 0.01% No change 6,610 $342K
Yousif Capital Management, LLC 0.00% Reduce -10.6% 6,498 $337K
New Hampshire Trust 0.08% Reduce -1.4% 6,379 $330K
Financial Counselors Inc. 0.01% Reduce -1.4% 6,379 $330K
Signature Wealth Management Partners, LLC 0.23% No change 5,876 $304K
LPL Financial LLC 0.00% Reduce -9.1% 5,705 $295K
New York State Teachers Retirement System 0.00% Reduce -8.4% 5,441 $282K
Public Employees Retirement Association of Colorado 0.00% No change 5,391 $279K
Meritage Portfolio Management 0.02% Reduce -0.0% 5,318 $275K
Private Advisor Group, LLC 0.00% Add +2.7% 5,231 $271K
Panagora Asset Management Inc. 0.00% Add +25.1% 5,064 $262K
Ellevest, Inc. 0.02% Reduce -2.1% 5,033 $261K
Teachers Retirement System of the State of Kentucky 0.00% No change 4,870 $253K
Amalgamated Bank 0.00% Reduce -7.5% 4,816 $249K
PNC Financial Services Group, Inc. 0.00% Add +5.8% 4,585 $237K
Praxis Investment Management Inc. 0.02% No change 4,640 $236K
Bokf, NA 0.00% New 4,544 $235K
Arizona State Retirement System 0.00% Add +2.3% 4,524 $234K
State Board of Administration of Florida Retirement System 0.00% Add +25.1% 4,487 $232K
Kesler, Norman & Wride, LLC 0.05% New 4,422 $229K
Man Group plc 0.00% Reduce -68.5% 4,389 $227K
Pictet Asset Management Holding SA 0.00% No change 4,285 $222K
Walleye Capital LLC 0.00% New 4,270 $221K
Virtus Investment Advisers, LLC 0.20% Reduce -11.8% 4,177 $216K
MKT Advisors LLC 0.11% No change 4,159 $215K
AQR Capital Management 0.00% New 4,014 $208K
Oppenheimer & Co. Inc. 0.00% No change 3,925 $203K
Jump Financial, LLC 0.00% Reduce -0.3% 3,904 $202K
Tower Research Capital LLC (TRC) 0.00% Add +461.0% 3,899 $202K
Oregon Public Employees Retirement Fund 0.00% Reduce -9.3% 3,878 $201K
SG Americas Securities, LLC 0.00% New 3,491 $181K
Amundi 0.00% Reduce -13.0% 3,472 $179K
Mendota Financial Group, LLC 0.09% No change 3,074 $159K
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% No change 2,757 $143K
FMR LLC 0.00% Reduce -4.4% 2,581 $134K
WR Wealth Planners, LLC 0.03% Reduce -4.3% 2,200 $114K
Kepos Capital LP 0.03% Add +23.5% 1,694 $88K
Allspring Global Investments Holdings, LLC 0.00% Add +402.1% 1,647 $85K
Ameritas Investment Partners, Inc. 0.00% No change 1,586 $82K
Citadel Advisors 0.00% Add +475.9% 1,578 $82K
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.00% New 1,573 $81K
Benjamin F. Edwards & Company, Inc. 0.00% No change 1,462 $76K
Quantbot Technologies LP 0.00% New 1,419 $73K
Nisa Investment Advisors, LLC 0.00% Add +0.5% 1,339 $69K
Armstrong Advisory Group, Inc. 0.01% No change 1,263 $65K
Baldwin Wealth Partners LLC 0.00% No change 1,000 $52K
Quadrant Capital Group LLC 0.00% Add +32.4% 949 $49K
Federated Hermes, Inc. 0.00% Add +3.8% 601 $31K
GAMMA Investing LLC 0.00% Add +46.1% 561 $29K
Cwm, LLC 0.00% Add +2270.6% 403 $21K
Signaturefd, LLC 0.00% No change 365 $19K
Public Employees Retirement System of Ohio 0.00% Add +6.1% 347 $18K
Piscataqua Savings Bank 0.01% No change 300 $16K
Steward Partners Investment Advisory, LLC 0.00% No change 250 $13K
CIBC Private Wealth Group LLC 0.00% No change 239 $12K
Harbour Investments, Inc. 0.00% Add +18.0% 236 $12K
Catalyst Funds Management Pty Ltd 0.00% New 200 $10K
MassMutual Private Wealth & Trust, FSB 0.00% Add +106.8% 182 $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% No change 135 $7K
Fifth Third Bancorp 0.00% Add +12.0% 131 $7K
First Horizon Advisors, Inc. 0.00% No change 128 $7K
Beaird Harris Wealth Management, LLC 0.00% No change 100 $5K
EntryPoint Capital, LLC 0.00% New 99 $5K
Fortitude Family Office, LLC 0.00% No change 86 $4K
Capital Advisors, Ltd. LLC 0.00% Add +107.5% 83 $4K
Smartleaf Asset Management LLC 0.00% New 76 $4K
Riggs Asset Managment Co. Inc. 0.00% Reduce -9.5% 67 $3K
Parallel Advisors, LLC 0.00% Add +211.8% 53 $3K
Sachetta, LLC 0.00% No change 38 $2K
Lindbrook Capital, LLC 0.00% Add +9.7% 34 $2K
Farther Finance Advisors, LLC 0.00% Add +36.4% 30 $2K
US Bancorp \de 0.00% No change 24 $1K
EverSource Wealth Advisors, LLC 0.00% New 11 $674
Farmers & Merchants Investments Inc. 0.00% No change 13 $673
Cornerstone Planning Group LLC 0.00% No change 11 $654
Bell Investment Advisors, Inc 0.00% No change 12 $622
ClariVest Asset Management LLC 0.00% Reduce -62.5% 12 $621
UMB Bank, n.a. 0.00% No change 10 $518
Versant Capital Management, Inc 0.00% No change 6 $311
Huntington National Bank 0.00% New 5 $259
Parkside Financial Bank & Trust 0.00% No change 5 $259
Toronto Dominion Bank 0.00% New 4 $207
Larson Financial Group LLC 0.00% New 2 $104
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.