UnitilUTL

13F holders, Q3 2024 (September 30)
213holders +13
23new positions
10sold out
4famous investors
$60.55avg. 13F price*

At the end of Q3 2024, 213 institutions reported holding Unitil Corp. (UTL) in their 13F filings, up 13 from Q2 2024. 23 opened new positions and 10 sold out. The largest holders were BlackRock, Inc. ($176.4M), Vanguard Group Inc. ($78.4M) and State Street Corp. ($43.8M). 4 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), Cliff Asness (0.0% of AQR Capital Management's portfolio) and Israel Englander (0.0% of Millennium 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 Q2 2024 → Q3 2024

InstitutionsTotal Value
New Positions23$11.7M
Exits10$1.6M

All 13F filers, Q2 2024 → Q3 2024: 794,756 shares bought and 380,149 shares sold, net +414,607 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 213 holders

BlackRock, Inc. 0.00% — 2,911,710 $176.4M
Vanguard Group Inc. 0.00% Add +1.7% 1,294,006 $78.4M
State Street Corp. 0.00% Add +6.1% 723,587 $43.8M
JPMorgan Chase & Co. 0.00% Reduce -0.3% 617,191 $37.4M
Manufacturers Life Insurance Company, The 0.03% Add +3.9% 511,814 $31.0M
Renaissance Technologies 0.04% Reduce -2.6% 452,640 $27.4M
Aristotle Capital Boston, LLC 0.91% Add +2.5% 451,521 $27.4M
Dimensional Fund Advisors LP 0.01% Reduce -0.9% 438,026 $26.5M
Boston Trust Walden Corp 0.17% Reduce -2.5% 393,604 $23.8M
Geode Capital Management, LLC 0.00% Add +3.1% 381,658 $23.1M
Frontier Capital Management Co. LLC 0.15% Reduce -2.2% 264,088 $16.0M
ProShare Advisors LLC 0.04% Add +3249.3% 248,186 $15.0M
Morgan Stanley 0.00% Add +10.2% 219,284 $13.3M
Bank of New York Mellon Corp 0.00% Reduce -6.9% 201,345 $12.2M
Charles Schwab Investment Management Inc. 0.00% Reduce -8.4% 189,331 $11.5M
Royal Bank of Canada 0.00% Add +23.0% 167,268 $10.1M
Northern Trust Corp. 0.00% Reduce -0.1% 166,448 $10.1M
Nuveen Asset Management, LLC 0.00% Reduce -12.5% 129,720 $7.9M
Foundry Partners, LLC 0.34% Add +1.2% 113,925 $6.9M
Invesco Ltd. 0.00% Reduce -12.7% 110,945 $6.7M
Sei Investments Co. 0.01% Add +3.2% 105,364 $6.4M
Hotchkis & Wiley Capital Management LLC 0.02% New 96,180 $5.8M
Great Lakes Advisors, LLC 0.04% Reduce -9.3% 87,145 $5.3M
Goldman Sachs Group Inc. 0.00% Add +33.6% 86,949 $5.3M
Franklin Resources Inc. 0.00% Add +4.5% 87,968 $5.2M
Principal Financial Group Inc. 0.00% Add +2.1% 81,392 $4.9M
Assenagon Asset Management S.A. 0.01% Add +1.9% 75,992 $4.6M
Russell Investments Group, Ltd. 0.01% Reduce -18.7% 73,862 $4.5M
Gabelli Funds LLC 0.03% No change 72,500 $4.4M
Bank of America Corp. 0.00% Add +8.6% 71,265 $4.3M
Ameriprise Financial Inc. 0.00% Add +16.0% 62,295 $3.8M
Johnson Investment Counsel Inc. 0.04% No change 60,983 $3.7M
Rhumbline Advisers 0.00% Reduce -5.9% 51,795 $3.1M
Legal & General Group Plc 0.00% Reduce -0.2% 49,653 $3.0M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Reduce -4.1% 48,081 $2.9M
First Manhattan Co. Llc. 0.01% Reduce -1.6% 47,380 $2.9M
Osaic Holdings, Inc. 0.01% Reduce -11.7% 42,653 $2.6M
State of New Jersey Common Pension Fund D 0.01% No change 37,551 $2.3M
Deprince Race & Zollo Inc. 0.04% Reduce -56.2% 35,403 $2.1M
Raymond James & Associates 0.00% Add +9.6% 35,111 $2.1M
Martingale Asset Management L P 0.05% Add +1.7% 34,880 $2.1M
Public Sector Pension Investment Board 0.01% Reduce -3.7% 34,266 $2.1M
M&T Bank Corp 0.01% Add +0.1% 34,183 $2.1M
North Star Investment Management Corp. 0.14% No change 33,500 $2.0M
American Century Companies Inc. 0.00% Add +16.1% 33,008 $2.0M
Barclays PLC 0.00% Add +139.7% 32,834 $2.0M
Jane Street Group, LLC 0.00% Add +204.2% 32,257 $2.0M
Swiss National Bank 0.00% No change 31,700 $1.9M
Riverwater Partners LLC 0.94% Add +276.9% 31,577 $1.9M
Anchor Capital Advisors LLC 0.05% Reduce -0.9% 30,721 $1.9M
Wedge Capital Management L L P 0.03% Reduce -21.6% 30,259 $1.8M
Two Sigma Advisers, LP 0.00% Reduce -28.3% 28,400 $1.7M
Teachers Retirement System of the State of Kentucky 0.01% Add +474.4% 27,975 $1.7M
Qube Research & Technologies Ltd 0.00% Add +117.4% 27,143 $1.6M
CANADA LIFE ASSURANCE Co 0.00% No change 25,770 $1.6M
Deutsche Bank AG 0.00% Reduce -2.4% 25,774 $1.6M
HighTower Advisors, LLC 0.00% Reduce -11.0% 25,285 $1.5M
Citigroup Inc. 0.00% Add +100.0% 23,439 $1.4M
Wellington Management Group LLP 0.00% New 23,105 $1.4M
Guggenheim Capital LLC 0.01% Add +20.9% 22,996 $1.4M
UBS Group AG 0.00% Add +13.3% 20,246 $1.2M
Advisors Asset Management, Inc. 0.02% Reduce -12.8% 19,615 $1.2M
Maryland State Retirement & Pension System 0.02% Reduce -0.9% 19,216 $1.2M
Voya Investment Management LLC 0.00% Reduce -0.5% 18,651 $1.1M
WINTON GROUP Ltd 0.08% Reduce -0.2% 17,871 $1.1M
Victory Capital Management Inc. 0.00% Reduce -17.6% 16,818 $1.0M
Cambridge Investment Research Advisors, Inc. 0.00% Reduce -3.0% 16,630 $1.0M
Prudential Financial Inc. 0.00% Reduce -4.3% 16,605 $1.0M
Wakefield Asset Management LLLP 0.33% Reduce -1.3% 16,601 $1.0M
State of Wisconsin Investment Board 0.00% Reduce -8.7% 16,531 $1.0M
Trexquant Investment LP 0.01% Add +20.5% 16,463 $997K
Boston Partners 0.00% Reduce -12.0% 16,153 $979K
HRT Financial LP 0.00% New 15,784 $956K
Annex Advisory Services, LLC 0.03% Reduce -25.2% 15,718 $952K
Alliancebernstein L.P. 0.00% Reduce -2.5% 15,700 $951K
Teacher Retirement System of Texas 0.00% Add +11.3% 15,615 $946K
Campbell & CO Investment Adviser LLC 0.07% Reduce -19.4% 15,309 $927K
California State Teachers Retirement System 0.00% Reduce -3.3% 15,273 $925K
Comerica Bank 0.00% Reduce -6.0% 15,139 $917K
Hennessy Advisors Inc. 0.03% No change 14,998 $909K
Pathstone Holdings, LLC 0.00% Add +34.1% 13,053 $791K
Thrivent Financial for Lutherans 0.00% Reduce -5.4% 12,701 $769K
Exchange Traded Concepts, LLC 0.02% Reduce -1.3% 12,518 $758K
Rockefeller Capital Management L.P. 0.00% No change 12,180 $738K
Inspire Investing, LLC 0.07% New 11,974 $725K
Commonwealth Equity Services, LLC 0.00% Add +0.1% 11,780 $714K
Two Sigma Investments, LP 0.00% Reduce -43.0% 11,121 $674K
STRS Ohio 0.00% Reduce -6.7% 11,100 $672K
T. Rowe Price Associates Inc. 0.00% Add +1.8% 10,939 $663K
State of Tennessee, Department of Treasury 0.00% Add +7.5% 10,742 $651K
Envestnet Asset Management Inc. 0.00% Add +10.0% 10,637 $644K
Ethic Inc. 0.02% Add +19.0% 11,811 $618K
Wells Fargo & Company 0.00% Add +4.1% 10,082 $611K
Bank of Montreal 0.00% Reduce -7.3% 9,727 $581K
Ellsworth Advisors, LLC 0.15% New 9,494 $575K
State of Alaska, Department of Revenue 0.01% Reduce -2.8% 9,230 $559K
Corebridge Financial, Inc. 0.00% Reduce -1.1% 9,172 $556K
Cerity Partners LLC 0.00% Add +11.2% 9,154 $555K
MetLife Investment Management, LLC 0.00% No change 9,043 $548K
Brandywine Global Investment Management, LLC 0.00% Reduce -72.7% 9,300 $547K
Illinois Municipal Retirement Fund 0.01% Reduce -6.6% 8,897 $539K
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% Add +7.8% 8,770 $531K
Algert Global LLC 0.01% Reduce -61.1% 8,767 $531K
Janney Montgomery Scott LLC 0.00% Reduce -4.3% 8,286 $502K
HSBC Holdings PLC 0.00% Reduce -19.2% 8,233 $492K
PDT Partners, LLC 0.04% No change 7,990 $484K
Louisiana State Employees Retirement System 0.01% Reduce -3.7% 7,800 $473K
LPL Financial LLC 0.00% Add +32.1% 7,538 $457K
Tower Research Capital LLC (TRC) 0.01% Add +89.7% 7,395 $448K
SG Americas Securities, LLC 0.00% Add +109.6% 7,316 $443K
AQR Capital Management 0.00% Add +80.3% 7,236 $438K
Aurora Investment Counsel 0.24% Reduce -84.0% 7,174 $435K
Creative Planning 0.00% Add +5.9% 7,155 $433K
Janus Henderson Group PLC 0.00% No change 6,858 $416K
BNP Paribas Financial Markets 0.00% Reduce -12.0% 6,622 $401K
New Hampshire Trust 0.08% No change 6,379 $386K
Financial Counselors Inc. 0.01% No change 6,379 $386K
Yousif Capital Management, LLC 0.00% Reduce -2.7% 6,322 $383K
1620 Investment Advisors, Inc. 0.28% Reduce -13.9% 6,155 $373K
Signature Wealth Management Partners, LLC 0.26% No change 5,876 $356K
Meritage Portfolio Management 0.02% Add +9.1% 5,800 $351K
Balyasny Asset Management L.P. 0.00% Reduce -58.2% 5,661 $343K
Public Employees Retirement Association of Colorado 0.00% No change 5,391 $327K
New York State Teachers Retirement System 0.00% Reduce -1.8% 5,341 $324K
Ellevest, Inc. 0.02% Add +2.0% 5,136 $311K
PNC Financial Services Group, Inc. 0.00% Add +8.9% 4,994 $303K
ClearAlpha Technologies LP 0.13% New 4,973 $301K
Private Advisor Group, LLC 0.00% Reduce -6.7% 4,882 $296K
New York State Common Retirement Fund 0.00% Reduce -27.1% 4,835 $293K
Inspire Advisors, LLC 0.04% New 4,815 $292K
Amalgamated Bank 0.00% Reduce -1.0% 4,770 $289K
Millennium Management 0.00% Reduce -43.0% 4,740 $287K
Arizona State Retirement System 0.00% Add +2.9% 4,656 $282K
Praxis Investment Management Inc. 0.02% No change 4,640 $281K
State Board of Administration of Florida Retirement System 0.00% No change 4,487 $272K
Centiva Capital, LP 0.01% New 4,475 $271K
Miller Howard Investments Inc. 0.01% New 4,297 $260K
Mariner, LLC 0.00% New 4,288 $260K
Susquehanna International Group, LLP 0.00% Reduce -41.4% 4,252 $258K
Bokf, NA 0.00% Reduce -4.3% 4,350 $257K
Panagora Asset Management Inc. 0.00% Reduce -16.8% 4,216 $255K
Virtus Investment Advisers, LLC 0.20% No change 4,177 $253K
MKT Advisors LLC 0.12% No change 4,159 $248K
Pictet Asset Management Holding SA 0.00% Reduce -5.0% 4,070 $247K
Oppenheimer & Co. Inc. 0.00% No change 3,925 $238K
Kesler, Norman & Wride, LLC 0.05% Reduce -12.1% 3,887 $235K
Oregon Public Employees Retirement Fund 0.00% Reduce -2.6% 3,778 $229K
Deerfield Management Company, L.P. 0.00% New 3,712 $225K
Teton Advisors, Inc. 0.10% New 3,500 $212K
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.00% New 3,457 $209K
Jump Financial, LLC 0.00% Reduce -14.0% 3,357 $203K
Shell Asset Management Co. 0.01% — 3,219 $195K
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% No change 2,757 $167K
Amundi 0.00% Reduce -19.9% 2,780 $160K
FMR LLC 0.00% Add +2.0% 2,632 $159K
Citadel Advisors 0.00% Add +56.3% 2,466 $149K
Millburn Ridgefield LLC 0.00% New 2,267 $137K
WR Wealth Planners, LLC 0.04% No change 2,200 $133K
Allspring Global Investments Holdings, LLC 0.00% Add +0.8% 1,661 $101K
Ameritas Investment Partners, Inc. 0.00% No change 1,586 $96K
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.00% No change 1,573 $95K
Nisa Investment Advisors, LLC 0.00% No change 1,339 $81K
Armstrong Advisory Group, Inc. 0.01% No change 1,263 $77K
Kepos Capital LP 0.03% Reduce -36.0% 1,085 $66K
Baldwin Wealth Partners LLC 0.00% No change 1,000 $61K
Federated Hermes, Inc. 0.00% Add +45.9% 877 $53K
Quadrant Capital Group LLC 0.00% Reduce -12.5% 830 $50K
GAMMA Investing LLC 0.00% Add +21.9% 684 $41K
Cwm, LLC 0.00% Add +36.7% 551 $33K
Signaturefd, LLC 0.00% No change 365 $22K
Public Employees Retirement System of Ohio 0.00% Reduce -2.3% 339 $21K
Piscataqua Savings Bank 0.02% No change 300 $18K
Jones Financial Companies LLLP 0.00% New 274 $16K
Wilmington Savings Fund Society, FSB 0.00% New 260 $16K
Blue Trust, Inc. 0.00% Add +76.2% 296 $15K
Steward Partners Investment Advisory, LLC 0.00% No change 250 $15K
CIBC Private Wealth Group LLC 0.00% No change 239 $14K
Harbour Investments, Inc. 0.00% No change 236 $14K
MassMutual Private Wealth & Trust, FSB 0.00% No change 182 $11K
Bessemer Group Inc. 0.00% Add +28.1% 173 $11K
Eastern Bank 0.00% New 176 $11K
Larson Financial Group LLC 0.00% Add +8500.0% 172 $10K
Gen-Wealth Partners Inc 0.00% New 168 $10K
Trust Co. of Vermont 0.00% No change 150 $9K
HM Payson & Co. 0.00% No change 142 $9K
Fifth Third Bancorp 0.00% Add +3.8% 136 $8K
First Horizon Advisors, Inc. 0.00% No change 128 $8K
Fortitude Family Office, LLC 0.00% No change 86 $5K
Capital Advisors, Ltd. LLC 0.00% No change 83 $5K
Riggs Asset Managment Co. Inc. 0.00% No change 67 $4K
Sterling Capital Management LLC 0.00% — 57 $3K
Parallel Advisors, LLC 0.00% No change 53 $3K
Smartleaf Asset Management LLC 0.00% Reduce -30.3% 53 $3K
Earned Wealth Advisors, LLC 0.00% New 41 $2K
Lindbrook Capital, LLC 0.00% Add +20.6% 41 $2K
Sachetta, LLC 0.00% No change 38 $2K
Versant Capital Management, Inc 0.00% Add +533.3% 38 $2K
Hemington Wealth Management 0.00% New 48 $2K
Quarry LP 0.00% New 31 $2K
Farther Finance Advisors, LLC 0.00% No change 30 $2K
US Bancorp \de 0.00% No change 24 $1K
Farmers & Merchants Investments Inc. 0.00% No change 13 $788
Bell Investment Advisors, Inc 0.00% No change 12 $727
EverSource Wealth Advisors, LLC 0.00% No change 11 $666
Cornerstone Planning Group LLC 0.00% No change 11 $637
ClariVest Asset Management LLC 0.00% No change 12 $621
Rothschild Investment LLC 0.00% New 10 $606
UMB Bank, n.a. 0.00% No change 10 $606
Huntington National Bank 0.00% No change 5 $303
Parkside Financial Bank & Trust 0.00% No change 5 $303
Arax Advisory Partners 0.00% New 5 $303
Mendota Financial Group, LLC 0.00% Reduce -100.0% 1 $61
Covestor Ltd 0.00% Add +100.0% 2 $0

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