UnitilUTL

13F holders, Q1 2025 (March 31)
224holders +18
29new positions
11sold out
6famous investors
$57.69avg. 13F price*

At the end of Q1 2025, 224 institutions reported holding Unitil Corp. (UTL) in their 13F filings, up 18 from Q4 2024. 29 opened new positions and 11 sold out. The largest holders were BlackRock, Inc. ($164.4M), Vanguard Group Inc. ($78.8M) and State Street Corp. ($43.4M). 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 Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions29$7.2M
Exits11$2.7M

All 13F filers, Q4 2024 → Q1 2025: 584,742 shares bought and 679,677 shares sold, net −94,935 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 224 holders

BlackRock, Inc. 0.00% Reduce -6.2% 2,848,930 $164.4M
Vanguard Group Inc. 0.00% Add +6.4% 1,365,282 $78.8M
State Street Corp. 0.00% Reduce -2.9% 751,697 $43.4M
Manufacturers Life Insurance Company, The 0.03% Add +8.6% 609,169 $35.1M
JPMorgan Chase & Co. 0.00% Reduce -4.0% 569,370 $32.8M
Renaissance Technologies 0.04% Reduce -0.8% 432,540 $25.0M
Dimensional Fund Advisors LP 0.01% Reduce -7.4% 395,442 $22.8M
Boston Trust Walden Corp 0.16% Reduce -1.1% 383,285 $22.1M
Geode Capital Management, LLC 0.00% Reduce -0.5% 380,890 $22.0M
Aristotle Capital Boston, LLC 0.87% Reduce -21.1% 303,117 $17.5M
Frontier Capital Management Co. LLC 0.16% Reduce -0.9% 259,780 $15.0M
Morgan Stanley 0.00% Reduce -7.9% 202,995 $11.7M
Bank of New York Mellon Corp 0.00% Reduce -3.3% 196,800 $11.4M
Northern Trust Corp. 0.00% Reduce -6.1% 174,764 $10.1M
Royal Bank of Canada 0.00% Reduce -1.2% 173,726 $10.0M
Charles Schwab Investment Management Inc. 0.00% Reduce -2.2% 168,461 $9.7M
ProShare Advisors LLC 0.02% Reduce -5.0% 132,169 $7.6M
Nuveen, LLC 0.00% — 129,260 $7.5M
Foundry Partners, LLC 0.35% Add +23.7% 115,875 $6.7M
Invesco Ltd. 0.00% Reduce -3.7% 112,929 $6.5M
Hotchkis & Wiley Capital Management LLC 0.02% Reduce -1.3% 112,900 $6.5M
Sei Investments Co. 0.01% Reduce -9.7% 92,915 $5.4M
Qube Research & Technologies Ltd 0.01% Add +46.3% 90,397 $5.2M
Principal Financial Group Inc. 0.00% Add +3.0% 86,782 $5.0M
Millennium Management 0.01% Add +64.6% 86,678 $5.0M
Bank of America Corp. 0.00% Reduce -6.7% 72,184 $4.2M
Gabelli Funds LLC 0.03% Reduce -1.4% 71,500 $4.1M
UBS Group AG 0.00% Reduce -29.4% 67,927 $3.9M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Add +18.6% 67,293 $3.9M
Johnson Investment Counsel Inc. 0.04% Add +17.9% 66,640 $3.8M
Goldman Sachs Group Inc. 0.00% Reduce -25.8% 63,056 $3.6M
Ameriprise Financial Inc. 0.00% Add +4.5% 59,650 $3.4M
Great Lakes Advisors, LLC 0.03% Reduce -15.8% 58,159 $3.4M
Franklin Resources Inc. 0.00% Reduce -34.4% 54,691 $3.2M
Public Sector Pension Investment Board 0.01% Add +27.8% 51,524 $3.0M
Rhumbline Advisers 0.00% Reduce -4.4% 50,389 $2.9M
Wernau Asset Management Inc. 2.95% Add +0.1% 49,363 $2.8M
Legal & General Group Plc 0.00% Reduce -3.8% 48,063 $2.8M
Russell Investments Group, Ltd. 0.00% Add +16.2% 47,262 $2.7M
Annex Advisory Services, LLC 0.08% Add +119.2% 47,111 $2.7M
Osaic Holdings, Inc. 0.01% Reduce -7.4% 43,195 $2.5M
Panagora Asset Management Inc. 0.01% Add +251.0% 40,365 $2.3M
Raymond James Financial Inc. 0.00% Add +3.9% 39,930 $2.3M
American Century Companies Inc. 0.00% Add +8.2% 39,433 $2.3M
Tudor Investment Corporation 0.02% Add +59.7% 39,066 $2.3M
Susquehanna International Group, LLP 0.00% Add +375.1% 38,088 $2.2M
First Manhattan Co. Llc. 0.01% Reduce -10.1% 37,295 $2.2M
State of New Jersey Common Pension Fund D 0.01% Reduce -8.9% 34,197 $2.0M
Martingale Asset Management L P 0.05% Reduce -3.8% 33,699 $1.9M
Jane Street Group, LLC 0.00% Add +63.3% 33,529 $1.9M
North Star Investment Management Corp. 0.14% No change 33,500 $1.9M
DC Investments Management, LLC 0.97% Add +621.9% 32,855 $1.9M
Swiss National Bank 0.00% Reduce -0.9% 31,400 $1.8M
Wedge Capital Management L L P 0.03% Reduce -8.4% 30,852 $1.8M
Anchor Capital Advisors LLC 0.05% Reduce -1.2% 30,795 $1.8M
Deutsche Bank AG 0.00% Reduce -1.1% 30,051 $1.7M
Teachers Retirement System of the State of Kentucky 0.01% No change 27,975 $1.6M
Voya Investment Management LLC 0.00% Add +43.4% 26,145 $1.5M
Barclays PLC 0.00% Reduce -25.3% 24,841 $1.4M
Two Sigma Advisers, LP 0.00% No change 24,700 $1.4M
CANADA LIFE ASSURANCE Co 0.00% Reduce -5.0% 24,181 $1.4M
Citigroup Inc. 0.00% Reduce -3.8% 23,892 $1.4M
D. E. Shaw & Co. 0.00% Add +160.0% 23,260 $1.3M
Wellington Management Group LLP 0.00% No change 23,105 $1.3M
Two Sigma Investments, LP 0.00% Add +61.0% 21,810 $1.3M
Guggenheim Capital LLC 0.01% Reduce -10.5% 21,512 $1.2M
Advisors Asset Management, Inc. 0.02% Reduce -1.5% 20,548 $1.2M
Pathstone Holdings, LLC 0.01% Add +25.9% 19,871 $1.1M
M&T Bank Corp 0.00% Reduce -43.3% 19,443 $1.1M
Maryland State Retirement & Pension System 0.03% Reduce -3.7% 18,507 $1.1M
Intech Investment Management LLC 0.01% Reduce -41.0% 18,351 $1.1M
Man Group plc 0.00% New 17,876 $1.0M
Trexquant Investment LP 0.01% New 17,682 $1.0M
Wakefield Asset Management LLLP 0.31% Add +7.2% 17,673 $1.0M
Comerica Bank 0.00% Reduce -10.4% 16,709 $964K
Victory Capital Management Inc. 0.00% Reduce -7.2% 15,703 $906K
Alliancebernstein L.P. 0.00% No change 15,700 $906K
Prudential Financial Inc. 0.00% Reduce -4.4% 15,675 $904K
Hennessy Advisors Inc. 0.03% No change 15,398 $888K
California State Teachers Retirement System 0.00% No change 15,115 $872K
Exchange Traded Concepts, LLC 0.01% Add +12.9% 14,503 $837K
Campbell & CO Investment Adviser LLC 0.06% Reduce -13.2% 14,252 $822K
State of Wisconsin Investment Board 0.00% Reduce -1.8% 13,754 $793K
Wells Fargo & Company 0.00% Add +7.2% 13,223 $763K
T. Rowe Price Associates Inc. 0.00% Add +7.0% 12,716 $734K
Ethic Inc. 0.01% Add +6.3% 12,454 $729K
Commonwealth Equity Services, LLC 0.00% Add +9.2% 12,436 $717K
Rockefeller Capital Management L.P. 0.00% Reduce -0.1% 12,110 $699K
AQR Capital Management 0.00% Add +37.0% 12,083 $697K
Thrivent Financial for Lutherans 0.00% Reduce -4.6% 11,933 $688K
Teacher Retirement System of Texas 0.00% New 11,916 $687K
Ellsworth Advisors, LLC 0.18% Add +10.0% 11,639 $671K
Envestnet Asset Management Inc. 0.00% Add +3.4% 11,113 $641K
Cambridge Investment Research Advisors, Inc. 0.00% Reduce -34.4% 10,951 $632K
STRS Ohio 0.00% Reduce -1.8% 10,900 $629K
HighTower Advisors, LLC 0.00% Reduce -43.5% 10,746 $620K
Citadel Advisors 0.00% Reduce -48.1% 10,355 $597K
State of Tennessee, Department of Treasury 0.00% No change 10,203 $589K
Boston Partners 0.00% Add +0.8% 9,981 $576K
Susquehanna Fundamental Investments, LLC 0.01% Add +113.1% 9,592 $553K
Bank of Montreal 0.00% Add +4.0% 9,591 $553K
MetLife Investment Management, LLC 0.00% Reduce -1.7% 9,548 $551K
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% Add +4.3% 9,478 $547K
State of Alaska, Department of Revenue 0.01% Reduce -1.9% 9,002 $519K
Marshall Wace, LLP 0.00% New 8,925 $515K
Corebridge Financial, Inc. 0.00% Reduce -1.9% 8,346 $481K
Illinois Municipal Retirement Fund 0.01% Reduce -10.5% 8,314 $480K
Janney Montgomery Scott LLC 0.00% Add +1.6% 8,083 $466K
Balyasny Asset Management L.P. 0.00% New 8,049 $464K
PDT Partners, LLC 0.03% No change 7,990 $461K
Louisiana State Employees Retirement System 0.01% Reduce -1.3% 7,700 $444K
LPL Financial LLC 0.00% Add +2.0% 7,690 $444K
Cerity Partners LLC 0.00% Reduce -1.5% 7,643 $441K
Quantinno Capital Management LP 0.00% New 7,587 $438K
PNC Financial Services Group, Inc. 0.00% Add +32.0% 7,531 $434K
Janus Henderson Group PLC 0.00% No change 6,858 $398K
Moloney Securities Asset Management, LLC 0.05% New 6,861 $396K
Creative Planning 0.00% Reduce -0.6% 6,634 $383K
Amundi 0.00% Reduce -18.2% 6,443 $376K
Aurora Investment Counsel 0.21% Reduce -1.6% 6,517 $376K
New Hampshire Trust 0.08% No change 6,379 $368K
Financial Counselors Inc. 0.01% No change 6,379 $368K
Meritage Portfolio Management 0.02% Reduce -4.0% 6,252 $361K
Inspire Investing, LLC 0.04% Reduce -19.2% 6,035 $348K
Yousif Capital Management, LLC 0.00% Reduce -2.7% 6,028 $348K
KLP Kapitalforvaltning As 0.00% Reduce -16.9% 5,900 $340K
HSBC Holdings PLC 0.00% Reduce -26.6% 5,892 $339K
Signature Wealth Management Partners, LLC 0.22% No change 5,876 $339K
VIRGINIA RETIREMENT SYSTEMS ET Al 0.00% — 5,794 $334K
1620 Investment Advisors, Inc. 0.26% Reduce -0.5% 5,673 $327K
Public Employees Retirement Association of Colorado 0.00% No change 5,391 $311K
Pictet Asset Management Holding SA 0.00% No change 5,374 $310K
New York State Teachers Retirement System 0.00% Add +1.9% 5,341 $308K
Allianz Asset Management GmbH 0.00% New 5,300 $306K
SG Americas Securities, LLC 0.00% Reduce -13.0% 5,205 $300K
BNP Paribas Financial Markets 0.00% Add +5.5% 4,876 $281K
Ellevest, Inc. 0.02% Reduce -3.6% 4,838 $279K
New York State Common Retirement Fund 0.00% No change 4,835 $279K
Mariner, LLC 0.00% Reduce -7.0% 4,804 $277K
Jump Financial, LLC 0.00% New 4,703 $271K
Arizona State Retirement System 0.00% Reduce -1.1% 4,644 $268K
Amalgamated Bank 0.00% Reduce -2.3% 4,618 $266K
State Board of Administration of Florida Retirement System 0.00% No change 4,487 $259K
Gsa Capital Partners LLP 0.02% New 4,356 $251K
EntryPoint Capital, LLC 0.11% New 4,203 $242K
Virtus Advisers, LLC 0.16% New 4,177 $241K
Bokf, NA 0.00% Add +13.5% 4,092 $236K
MKT Advisors LLC 0.11% No change 4,159 $229K
Oppenheimer & Co. Inc. 0.00% No change 3,925 $226K
Lido Advisors, LLC 0.00% Reduce -4.2% 3,914 $226K
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.00% New 3,888 $224K
Algert Global LLC 0.01% No change 3,864 $223K
Y-Intercept (Hong Kong) Ltd 0.01% New 3,813 $220K
Dynamic Technology Lab Private Ltd 0.03% Reduce -55.2% 3,730 $215K
Aquatic Capital Management LLC 0.01% Add +21.5% 3,715 $214K
Mackenzie Financial Corp. 0.00% New 3,680 $212K
Oregon Public Employees Retirement Fund 0.00% Reduce -2.6% 3,678 $212K
Cibc World Markets Corp. 0.00% New 3,543 $204K
Teton Advisors, Inc. 0.13% New 3,500 $202K
Police & Firemen's Retirement System of New Jersey 0.00% No change 3,210 $185K
Shell Asset Management Co. 0.01% Reduce -4.2% 3,074 $177K
FMR LLC 0.00% Add +5.4% 2,926 $169K
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% No change 2,757 $159K
AlphaQuest LLC 0.01% New 1,742 $100K
Quantbot Technologies LP 0.00% New 1,713 $99K
Ameritas Investment Partners, Inc. 0.00% No change 1,586 $91K
Coldstream Capital Management Inc. 0.00% New 1,249 $72K
Armstrong Advisory Group, Inc. 0.01% No change 1,263 $68K
US Bancorp \de 0.00% Reduce -56.0% 891 $51K
GAMMA Investing LLC 0.00% Add +27.8% 887 $51K
Quadrant Capital Group LLC 0.00% Reduce -4.1% 769 $44K
Tower Research Capital LLC (TRC) 0.00% Reduce -13.2% 734 $42K
Cwm, LLC 0.00% Reduce -17.9% 605 $35K
Nisa Investment Advisors, LLC 0.00% Reduce -56.5% 583 $34K
Signaturefd, LLC 0.00% No change 365 $21K
Public Employees Retirement System of Ohio 0.00% Add +3.0% 346 $20K
Wealth Preservation Advisors, LLC 0.01% — 300 $17K
Piscataqua Savings Bank 0.02% No change 300 $17K
Rise Advisors, LLC 0.01% New 288 $17K
Versant Capital Management, Inc 0.00% No change 283 $16K
Jones Financial Companies LLLP 0.00% Add +0.7% 278 $16K
Sterling Capital Management LLC 0.00% Reduce -46.3% 275 $16K
Wilmington Savings Fund Society, FSB 0.00% No change 260 $15K
Steward Partners Investment Advisory, LLC 0.00% No change 250 $14K
Harbour Investments, Inc. 0.00% No change 236 $14K
MassMutual Private Wealth & Trust, FSB 0.00% Add +4.4% 235 $14K
CIBC Private Wealth Group LLC 0.00% Reduce -8.4% 219 $12K
Fifth Third Bancorp 0.00% Add +32.4% 196 $11K
Eastern Bank 0.00% No change 176 $10K
Gen-Wealth Partners Inc 0.00% No change 168 $10K
Blue Trust, Inc. 0.00% No change 168 $10K
Trust Co. of Vermont 0.00% No change 150 $9K
First Horizon Advisors, Inc. 0.00% Add +6.7% 144 $8K
HM Payson & Co. 0.00% No change 142 $8K
UMB Bank, n.a. 0.00% Add +27.9% 142 $8K
Aster Capital Management (DIFC) Ltd 0.00% New 100 $6K
Capital Advisors, Ltd. LLC 0.00% Reduce -1.2% 82 $5K
Bessemer Group Inc. 0.00% Reduce -47.4% 91 $5K
Fortitude Family Office, LLC 0.00% No change 86 $5K
High Note Wealth, LLC 0.00% Reduce -5.7% 83 $5K
Smartleaf Asset Management LLC 0.00% Reduce -36.1% 78 $5K
EverSource Wealth Advisors, LLC 0.00% Add +1.6% 65 $4K
Brooklyn Investment Group 0.00% New 49 $3K
Parallel Advisors, LLC 0.00% Reduce -30.4% 48 $3K
Arax Advisory Partners 0.00% New 42 $2K
Sachetta, LLC 0.00% No change 38 $2K
Hemington Wealth Management 0.00% No change 48 $2K
Lindbrook Capital, LLC 0.00% No change 34 $2K
Quarry LP 0.00% New 31 $2K
Farther Finance Advisors, LLC 0.00% No change 25 $1K
Sierra Ocean, LLC 0.00% No change 21 $1K
SBI Securities Co., Ltd. 0.00% Add +425.0% 21 $1K
Rothschild Investment LLC 0.00% Reduce -20.0% 20 $1K
Covestor Ltd 0.00% Add +750.0% 17 $1K
Financial Network Wealth Advisors LLC 0.00% New 16 $923
CoreCap Advisors, LLC 0.00% New 15 $865
Farmers & Merchants Investments Inc. 0.00% No change 13 $750
Bell Investment Advisors, Inc 0.00% No change 12 $693
Larson Financial Group LLC 0.00% Add +500.0% 12 $692
Cornerstone Planning Group LLC 0.00% No change 11 $646
Stephens Consulting, LLC 0.00% New 10 $577
Parkside Financial Bank & Trust 0.00% No change 5 $289
Huntington National Bank 0.00% No change 5 $288
Hantz Financial Services, Inc. 0.00% New 5 $0

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