UnitilUTL

13F holders, Q4 2024 (December 31)
206holders −7
13new positions
25sold out
6famous investors
$54.20avg. 13F price*

At the end of Q4 2024, 206 institutions reported holding Unitil Corp. (UTL) in their 13F filings, down 7 from Q3 2024. 13 opened new positions and 25 sold out. The largest holders were BlackRock, Inc. ($164.6M), Vanguard Group Inc. ($69.5M) and State Street Corp. ($42.0M). 6 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), Paul Tudor Jones (0.0% of Tudor Investment Corporation'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 Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions13$5.0M
Exits25$12.5M

All 13F filers, Q3 2024 → Q4 2024: 644,587 shares bought and 660,300 shares sold, net −15,713 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 206 holders

BlackRock, Inc. 0.00% Add +4.3% 3,036,684 $164.6M
Vanguard Group Inc. 0.00% Reduce -0.8% 1,283,145 $69.5M
State Street Corp. 0.00% Add +7.0% 774,390 $42.0M
JPMorgan Chase & Co. 0.00% Reduce -3.9% 593,192 $32.1M
Manufacturers Life Insurance Company, The 0.03% Add +9.6% 560,944 $30.4M
Renaissance Technologies 0.04% Reduce -3.7% 435,840 $23.6M
Dimensional Fund Advisors LP 0.01% Reduce -2.5% 426,985 $23.1M
Boston Trust Walden Corp 0.15% Reduce -1.6% 387,445 $21.0M
Aristotle Capital Boston, LLC 0.77% Reduce -14.9% 384,394 $20.8M
Geode Capital Management, LLC 0.00% Add +0.3% 382,883 $20.8M
Frontier Capital Management Co. LLC 0.13% Reduce -0.8% 262,033 $14.2M
Morgan Stanley 0.00% Add +0.5% 220,376 $11.9M
Bank of New York Mellon Corp 0.00% Add +1.1% 203,475 $11.0M
Northern Trust Corp. 0.00% Add +11.8% 186,079 $10.1M
Royal Bank of Canada 0.00% Add +5.1% 175,805 $9.5M
Charles Schwab Investment Management Inc. 0.00% Reduce -9.0% 172,212 $9.3M
ProShare Advisors LLC 0.02% Reduce -44.0% 139,116 $7.5M
Nuveen Asset Management, LLC 0.00% Add +0.1% 129,864 $7.0M
Invesco Ltd. 0.00% Add +5.7% 117,280 $6.4M
Hotchkis & Wiley Capital Management LLC 0.02% Add +18.9% 114,380 $6.2M
Sei Investments Co. 0.01% Reduce -2.3% 102,910 $5.6M
UBS Group AG 0.00% Add +375.4% 96,243 $5.2M
Foundry Partners, LLC 0.26% Reduce -17.8% 93,655 $5.1M
Goldman Sachs Group Inc. 0.00% Reduce -2.3% 84,955 $4.6M
Principal Financial Group Inc. 0.00% Add +3.5% 84,277 $4.6M
Franklin Resources Inc. 0.00% Reduce -5.2% 83,401 $4.5M
Bank of America Corp. 0.00% Add +8.6% 77,382 $4.2M
Gabelli Funds LLC 0.03% No change 72,500 $3.9M
Great Lakes Advisors, LLC 0.03% Reduce -20.7% 69,114 $3.7M
Qube Research & Technologies Ltd 0.01% Add +127.7% 61,793 $3.3M
Ameriprise Financial Inc. 0.00% Reduce -8.4% 57,061 $3.1M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Add +18.0% 56,721 $3.1M
Johnson Investment Counsel Inc. 0.03% Reduce -7.3% 56,540 $3.1M
Rhumbline Advisers 0.00% Add +1.8% 52,711 $2.9M
Millennium Management 0.00% Add +1011.0% 52,661 $2.9M
Legal & General Group Plc 0.00% Add +0.6% 49,938 $2.7M
Wernau Asset Management Inc. 2.59% — 49,317 $2.7M
Osaic Holdings, Inc. 0.01% Add +9.4% 46,661 $2.5M
First Manhattan Co. Llc. 0.01% Reduce -12.4% 41,495 $2.2M
Russell Investments Group, Ltd. 0.00% Reduce -45.0% 40,660 $2.2M
Public Sector Pension Investment Board 0.01% Add +17.6% 40,303 $2.2M
Raymond James Financial Inc. 0.00% — 38,429 $2.1M
State of New Jersey Common Pension Fund D 0.01% No change 37,551 $2.0M
American Century Companies Inc. 0.00% Add +10.4% 36,436 $2.0M
Martingale Asset Management L P 0.05% Add +0.4% 35,023 $1.9M
M&T Bank Corp 0.01% Add +0.3% 34,271 $1.9M
Wedge Capital Management L L P 0.03% Add +11.3% 33,689 $1.8M
North Star Investment Management Corp. 0.13% No change 33,500 $1.8M
Barclays PLC 0.00% Add +1.2% 33,240 $1.8M
Swiss National Bank 0.00% No change 31,700 $1.7M
Anchor Capital Advisors LLC 0.05% Add +1.5% 31,181 $1.7M
Intech Investment Management LLC 0.02% New 31,078 $1.7M
Deutsche Bank AG 0.00% Add +17.9% 30,392 $1.6M
Teachers Retirement System of the State of Kentucky 0.01% No change 27,975 $1.5M
CANADA LIFE ASSURANCE Co 0.00% Reduce -1.2% 25,468 $1.4M
Citigroup Inc. 0.00% Add +6.0% 24,839 $1.3M
Two Sigma Advisers, LP 0.00% Reduce -13.0% 24,700 $1.3M
Tudor Investment Corporation 0.01% New 24,468 $1.3M
Guggenheim Capital LLC 0.01% Add +4.6% 24,044 $1.3M
Wellington Management Group LLP 0.00% No change 23,105 $1.3M
Annex Advisory Services, LLC 0.04% Add +36.7% 21,488 $1.2M
Advisors Asset Management, Inc. 0.02% Add +6.3% 20,855 $1.1M
Jane Street Group, LLC 0.00% Reduce -36.4% 20,529 $1.1M
Citadel Advisors 0.00% Add +709.8% 19,969 $1.1M
Maryland State Retirement & Pension System 0.02% No change 19,216 $1.0M
WINTON GROUP Ltd 0.07% Add +7.2% 19,148 $1.0M
HighTower Advisors, LLC 0.00% Reduce -24.8% 19,015 $1.0M
Comerica Bank 0.00% Add +23.1% 18,643 $1.0M
Voya Investment Management LLC 0.00% Reduce -2.3% 18,231 $988K
Prudential Financial Inc. 0.00% Reduce -1.2% 16,402 $970K
Victory Capital Management Inc. 0.00% Add +0.7% 16,928 $917K
Cambridge Investment Research Advisors, Inc. 0.00% Add +0.4% 16,701 $905K
Wakefield Asset Management LLLP 0.30% Reduce -0.7% 16,492 $894K
Campbell & CO Investment Adviser LLC 0.07% Add +7.2% 16,414 $889K
Pathstone Holdings, LLC 0.00% Add +20.9% 15,786 $855K
Alliancebernstein L.P. 0.00% No change 15,700 $851K
Hennessy Advisors Inc. 0.02% Add +2.7% 15,398 $834K
California State Teachers Retirement System 0.00% Reduce -1.0% 15,115 $819K
State of Wisconsin Investment Board 0.00% Reduce -15.3% 14,010 $759K
Two Sigma Investments, LP 0.00% Add +21.8% 13,547 $734K
Exchange Traded Concepts, LLC 0.01% Add +2.6% 12,843 $696K
Thrivent Financial for Lutherans 0.00% Reduce -1.5% 12,513 $678K
Wells Fargo & Company 0.00% Add +22.4% 12,338 $669K
Rockefeller Capital Management L.P. 0.00% Reduce -0.5% 12,122 $657K
T. Rowe Price Associates Inc. 0.00% Add +8.6% 11,884 $644K
Ethic Inc. 0.01% Reduce -0.8% 11,714 $635K
Panagora Asset Management Inc. 0.00% Add +172.8% 11,499 $623K
Commonwealth Equity Services, LLC 0.00% Reduce -3.3% 11,391 $617K
STRS Ohio 0.00% No change 11,100 $602K
Envestnet Asset Management Inc. 0.00% Add +1.0% 10,745 $582K
Ellsworth Advisors, LLC 0.15% Add +11.5% 10,582 $573K
State of Tennessee, Department of Treasury 0.00% Reduce -5.0% 10,203 $553K
Boston Partners 0.00% Reduce -38.7% 9,906 $537K
MetLife Investment Management, LLC 0.00% Add +7.5% 9,717 $527K
Illinois Municipal Retirement Fund 0.01% Add +4.4% 9,286 $503K
Bank of Montreal 0.00% Reduce -5.2% 9,224 $500K
State of Alaska, Department of Revenue 0.01% Reduce -0.6% 9,175 $497K
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% Add +3.6% 9,087 $492K
D. E. Shaw & Co. 0.00% New 8,947 $485K
AQR Capital Management 0.00% Add +21.9% 8,820 $478K
Corebridge Financial, Inc. 0.00% Reduce -7.2% 8,508 $461K
Dynamic Technology Lab Private Ltd 0.07% New 8,325 $451K
ExodusPoint Capital Management, LP 0.00% New 8,147 $441K
Susquehanna International Group, LLP 0.00% Add +88.5% 8,016 $434K
PDT Partners, LLC 0.04% No change 7,990 $433K
HSBC Holdings PLC 0.00% Reduce -2.5% 8,026 $431K
Janney Montgomery Scott LLC 0.00% Reduce -4.0% 7,958 $431K
Cerity Partners LLC 0.00% Reduce -15.2% 7,760 $427K
Louisiana State Employees Retirement System 0.01% No change 7,800 $423K
Amundi 0.00% Add +183.3% 7,875 $414K
LPL Financial LLC 0.00% Add +0.0% 7,541 $409K
Inspire Investing, LLC 0.05% Reduce -37.6% 7,466 $405K
KLP Kapitalforvaltning As 0.00% — 7,100 $385K
Janus Henderson Group PLC 0.00% No change 6,858 $371K
Creative Planning 0.00% Reduce -6.7% 6,673 $362K
Aurora Investment Counsel 0.20% Reduce -7.7% 6,620 $359K
Meritage Portfolio Management 0.02% Add +12.3% 6,515 $353K
HRT Financial LP 0.00% Reduce -58.7% 6,524 $353K
New Hampshire Trust 0.07% No change 6,379 $346K
Financial Counselors Inc. 0.01% No change 6,379 $346K
Yousif Capital Management, LLC 0.00% Reduce -2.0% 6,197 $336K
SG Americas Securities, LLC 0.00% Reduce -18.3% 5,980 $324K
Signature Wealth Management Partners, LLC 0.22% No change 5,876 $318K
Riverwater Partners LLC 0.15% Reduce -81.6% 5,815 $315K
1620 Investment Advisors, Inc. 0.24% Reduce -7.3% 5,703 $309K
PNC Financial Services Group, Inc. 0.00% Add +14.2% 5,703 $309K
Public Employees Retirement Association of Colorado 0.00% No change 5,391 $292K
Pictet Asset Management Holding SA 0.00% Add +32.0% 5,374 $291K
New York State Teachers Retirement System 0.00% Reduce -1.9% 5,241 $284K
Mariner, LLC 0.00% Add +20.4% 5,163 $280K
Ellevest, Inc. 0.02% Reduce -2.3% 5,017 $272K
New York State Common Retirement Fund 0.00% No change 4,835 $262K
Private Advisor Group, LLC 0.00% Reduce -1.8% 4,793 $260K
Amalgamated Bank 0.00% Reduce -0.9% 4,727 $256K
Arizona State Retirement System 0.00% Add +0.8% 4,695 $254K
BNP Paribas Financial Markets 0.00% Reduce -30.2% 4,622 $250K
DC Investments Management, LLC 0.16% New 4,551 $247K
Susquehanna Fundamental Investments, LLC 0.00% — 4,501 $244K
State Board of Administration of Florida Retirement System 0.00% No change 4,487 $243K
MKT Advisors LLC 0.10% No change 4,159 $228K
Virtus Investment Advisers, LLC 0.18% No change 4,177 $226K
Lido Advisors, LLC 0.00% New 4,087 $221K
Oppenheimer & Co. Inc. 0.00% No change 3,925 $213K
Algert Global LLC 0.00% Reduce -55.9% 3,864 $209K
Oregon Public Employees Retirement Fund 0.00% No change 3,778 $205K
Bokf, NA 0.00% Reduce -17.1% 3,606 $188K
Shell Asset Management Co. 0.01% Reduce -0.4% 3,207 $174K
Police & Firemen's Retirement System of New Jersey 0.00% — 3,210 $174K
Aquatic Capital Management LLC 0.00% New 3,058 $166K
FMR LLC 0.00% Add +5.5% 2,777 $150K
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% No change 2,757 $149K
WR Wealth Planners, LLC 0.04% No change 2,200 $119K
US Bancorp \de 0.00% Add +8333.3% 2,024 $110K
Ameritas Investment Partners, Inc. 0.00% No change 1,586 $86K
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.00% No change 1,573 $85K
Nisa Investment Advisors, LLC 0.00% No change 1,339 $73K
Armstrong Advisory Group, Inc. 0.01% No change 1,263 $68K
Tower Research Capital LLC (TRC) 0.00% Reduce -88.6% 846 $46K
Quadrant Capital Group LLC 0.00% Reduce -3.4% 802 $43K
Cwm, LLC 0.00% Add +33.8% 737 $40K
GAMMA Investing LLC 0.00% Add +1.5% 694 $38K
Sterling Capital Management LLC 0.00% Add +798.3% 512 $28K
Signaturefd, LLC 0.00% No change 365 $20K
Public Employees Retirement System of Ohio 0.00% Reduce -0.9% 336 $18K
Piscataqua Savings Bank 0.01% No change 300 $16K
Versant Capital Management, Inc 0.00% Add +644.7% 283 $15K
Jones Financial Companies LLLP 0.00% Add +0.7% 276 $15K
Wilmington Savings Fund Society, FSB 0.00% No change 260 $14K
Steward Partners Investment Advisory, LLC 0.00% No change 250 $14K
Harbour Investments, Inc. 0.00% No change 236 $13K
CIBC Private Wealth Group LLC 0.00% No change 239 $13K
MassMutual Private Wealth & Trust, FSB 0.00% Add +23.6% 225 $12K
Eastern Bank 0.00% No change 176 $10K
Venturi Wealth Management, LLC 0.00% New 174 $9K
Gen-Wealth Partners Inc 0.00% No change 168 $9K
Blue Trust, Inc. 0.00% Reduce -43.2% 168 $9K
Bessemer Group Inc. 0.00% No change 173 $9K
Trust Co. of Vermont 0.00% No change 150 $8K
Fifth Third Bancorp 0.00% Add +8.8% 148 $8K
HM Payson & Co. 0.00% No change 142 $8K
First Horizon Advisors, Inc. 0.00% Add +5.5% 135 $7K
Smartleaf Asset Management LLC 0.00% Add +130.2% 122 $7K
UMB Bank, n.a. 0.00% Add +1010.0% 111 $6K
High Note Wealth, LLC 0.00% New 88 $5K
Fortitude Family Office, LLC 0.00% No change 86 $5K
Capital Advisors, Ltd. LLC 0.00% No change 83 $4K
Parallel Advisors, LLC 0.00% Add +30.2% 69 $4K
EverSource Wealth Advisors, LLC 0.00% Add +481.8% 64 $3K
Riggs Asset Managment Co. Inc. 0.00% Reduce -22.4% 52 $3K
Sachetta, LLC 0.00% No change 38 $2K
Hemington Wealth Management 0.00% No change 48 $2K
Lindbrook Capital, LLC 0.00% Reduce -17.1% 34 $2K
Rothschild Investment LLC 0.00% Add +150.0% 25 $1K
Farther Finance Advisors, LLC 0.00% Reduce -16.7% 25 $1K
Sierra Ocean, LLC 0.00% — 21 $1K
Farmers & Merchants Investments Inc. 0.00% No change 13 $704
Bell Investment Advisors, Inc 0.00% No change 12 $651
Cornerstone Planning Group LLC 0.00% No change 11 $585
True Wealth Design, LLC 0.00% New 7 $380
Huntington National Bank 0.00% No change 5 $271
Parkside Financial Bank & Trust 0.00% No change 5 $271
SBI Securities Co., Ltd. 0.00% — 4 $217
Larson Financial Group LLC 0.00% Reduce -98.8% 2 $108
IFP Advisors, Inc 0.00% New 1 $54
RE Dickinson Investment Advisors, LLC 0.00% New 7 $4
Covestor Ltd 0.00% No change 2 $0

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