Institutional Ownership Unitil Corp (UTL)
This table provides information about the institutional ownership of Unitil Corp (UTL). We have compiled data on the 236 institutions that hold shares in the stock, with a total of 13.5 Million shares, which have been reported (via 13F filing form) to have a value of $627 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Aug 13, 2025 Q2 2025 |
108
shares
|
$5,001
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
105
shares
|
$4,862
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Aug 01, 2025 Q2 2025 |
91
shares
|
$4,214
0.0% of portfolio
|
Q1 2025
Reduced 47.4%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jul 14, 2025 Q2 2025 |
86
shares
|
$3,982
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Capital Advisors, Ltd. LLC
|
Jul 24, 2025 Q2 2025 |
82
shares
|
$3,797
0.0% of portfolio
|
Q1 2025
Reduced 1.2%
|
|
|
Larson Financial Group LLC
|
Aug 08, 2025 Q2 2025 |
78
shares
|
$3,612
0.0% of portfolio
|
Q2 2025
Added 550.0%
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
76
shares
|
$3,519
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Umb Bank, N.A.
|
Jul 11, 2025 Q2 2025 |
72
shares
|
$3,334
0.0% of portfolio
|
Q2 2025
Reduced 49.3%
|
|
|
Wealth Collab, LLC
Bellevue, WA |
Aug 15, 2025 Q2 2025 |
70
shares
|
$3,241
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Aug 14, 2025 Q2 2025 |
67
shares
|
$3,102
0.0% of portfolio
|
Q2 2025
Reduced 14.1%
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
Aug 12, 2025 Q2 2025 |
49
shares
|
$2,269
0.0% of portfolio
|
Q2 2025
Added 387.76%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
47
shares
|
$2,176
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
44
shares
|
$2,037
0.0% of portfolio
|
Q2 2025
Reduced 8.33%
|
|
|
Hemington Wealth Management
|
Jul 24, 2025 Q2 2025 |
44
shares
|
$2,037
0.0% of portfolio
|
Q2 2025
Reduced 8.33%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Aug 12, 2025 Q2 2025 |
42
shares
|
$1,945
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Sachetta, LLC
Lynnfield, MA |
Jul 23, 2025 Q2 2025 |
38
shares
|
$1,759
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
34
shares
|
$1,574
0.0% of portfolio
|
Q4 2024
Reduced 17.07%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
29
shares
|
$1,342
0.0% of portfolio
|
Q2 2025
Added 16.0%
|
|
|
Sierra Ocean, LLC
Ripon, CA |
Aug 07, 2025 Q2 2025 |
21
shares
|
$972
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
20
shares
|
$926
0.0% of portfolio
|
Q1 2025
Reduced 20.0%
|
|
|
Geneos Wealth Management Inc.
|
Aug 18, 2025 Q2 2025 |
19
shares
|
$879
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Aug 14, 2025 Q2 2025 |
16
shares
|
$740
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Farmers & Merchants Investments Inc
|
Jul 14, 2025 Q2 2025 |
13
shares
|
$602
0.0% of portfolio
|
Q1 2023
Added 18.18%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Aug 08, 2025 Q2 2025 |
12
shares
|
$555
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Clari Vest Asset Management LLC
San Diego, CA |
Nov 12, 2024 Q3 2024 |
12
shares
|
$555
0.0% of portfolio
|
Q2 2024
Reduced 62.5%
|