Institutional Ownership Unitil Corp (UTL)
This table provides information about the institutional ownership of Unitil Corp (UTL). We have compiled data on the 239 institutions that hold shares in the stock, with a total of 13.1 Million shares, which have been reported (via 13F filing form) to have a value of $684 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Hm Payson & CO
Portland, ME |
Apr 29, 2025 Q1 2025 |
142
shares
|
$7,432
0.0% of portfolio
|
Q3 2019
New holding
|
|
|
Fifth Third Bancorp
|
Jul 15, 2025 Q2 2025 |
142
shares
|
$7,432
0.0% of portfolio
|
Q2 2025
Reduced 27.55%
|
|
|
Aster Capital Management (Difc) LTD
Dubai, C0 |
May 15, 2025 Q1 2025 |
100
shares
|
$5,234
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Apr 23, 2025 Q1 2025 |
91
shares
|
$4,762
0.0% of portfolio
|
Q1 2025
Reduced 47.4%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jul 14, 2025 Q2 2025 |
86
shares
|
$4,501
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
High Note Wealth, LLC
Deephaven, MN |
May 01, 2025 Q1 2025 |
83
shares
|
$4,344
0.0% of portfolio
|
Q1 2025
Reduced 5.68%
|
|
|
Capital Advisors, Ltd. LLC
|
Apr 15, 2025 Q1 2025 |
82
shares
|
$4,291
0.0% of portfolio
|
Q1 2025
Reduced 1.2%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
78
shares
|
$4,082
0.0% of portfolio
|
Q1 2025
Reduced 36.07%
|
|
|
Umb Bank, N.A.
|
Jul 11, 2025 Q2 2025 |
72
shares
|
$3,768
0.0% of portfolio
|
Q2 2025
Reduced 49.3%
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
65
shares
|
$3,402
0.0% of portfolio
|
Q1 2025
Added 1.56%
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
May 13, 2025 Q1 2025 |
49
shares
|
$2,564
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Hemington Wealth Management
|
May 09, 2025 Q1 2025 |
48
shares
|
$2,512
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
47
shares
|
$2,459
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
44
shares
|
$2,302
0.0% of portfolio
|
Q2 2025
Reduced 8.33%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
42
shares
|
$2,198
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Sachetta, LLC
Lynnfield, MA |
May 02, 2025 Q1 2025 |
38
shares
|
$1,988
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
34
shares
|
$1,779
0.0% of portfolio
|
Q4 2024
Reduced 17.07%
|
|
|
Quarry LP
New York, NY |
May 15, 2025 Q1 2025 |
31
shares
|
$1,622
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
29
shares
|
$1,517
0.0% of portfolio
|
Q2 2025
Added 16.0%
|
|
|
Sierra Ocean, LLC
Ripon, CA |
Apr 29, 2025 Q1 2025 |
21
shares
|
$1,099
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
May 01, 2025 Q1 2025 |
21
shares
|
$1,099
0.0% of portfolio
|
Q1 2025
Added 425.0%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Apr 08, 2025 Q1 2025 |
20
shares
|
$1,046
0.0% of portfolio
|
Q1 2025
Reduced 20.0%
|
|
|
Covestor LTD
Boston, MA |
May 12, 2025 Q1 2025 |
17
shares
|
$889
0.0% of portfolio
|
Q1 2025
Added 750.0%
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
May 12, 2025 Q1 2025 |
16
shares
|
$837
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
15
shares
|
$785
0.0% of portfolio
|
Q1 2025
New holding
|