# GABELLI GLOBAL UTIL & INCOME (GLU)

> Institutional ownership reported to the SEC as of Q2 2026, from Form 13F filings. Source: https://holderbook.com/stocks/GLU/

- Reporting holders: 23
- Reported value: $22.1M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [GABELLI & Co INVESTMENT ADVISERS, INC.](https://holderbook.com/funds/932724-gabelli-co-investment-advisers-inc/) | $9.3M | 486,810 | 1.4% | 7 |
| [MORGAN STANLEY](https://holderbook.com/funds/895421-morgan-stanley/) | $2.9M | 151,828 | 0.0% | 35 |
| [UBS Group AG](https://holderbook.com/funds/1610520-ubs-group-ag/) | $1.8M | 92,947 | 0.0% | 31 |
| [OSAIC HOLDINGS, INC.](https://holderbook.com/funds/1677044-osaic-holdings-inc/) | $1.7M | 90,906 | 0.0% | 26 |
| [Private Advisor Group, LLC](https://holderbook.com/funds/1567755-private-advisor-group-llc/) | $1.5M | 78,826 | 0.0% | 12 |
| [ADVISORTRUST PARTNERS, LLC](https://holderbook.com/funds/2115523-advisortrust-partners-llc/) | $1.3M | 65,982 | 0.4% | 3 |
| [WOLVERINE ASSET MANAGEMENT LLC](https://holderbook.com/funds/1279891-wolverine-asset-management-llc/) | $709.1K | 36,927 | 0.0% | 2 |
| [WELLS FARGO & COMPANY/MN](https://holderbook.com/funds/72971-wells-fargo-company-mn/) | $656.4K | 34,183 | 0.0% | 31 |
| [LPL Financial LLC](https://holderbook.com/funds/1403438-lpl-financial-llc/) | $441.7K | 23,003 | 0.0% | 31 |
| [Live Oak Private Wealth LLC](https://holderbook.com/funds/1799877-live-oak-private-wealth-llc/) | $371.0K | 19,318 | 0.0% | 13 |
| [Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors](https://holderbook.com/funds/1748861-bay-colony-advisory-group-inc-d-b-a-bay-colony-advisors/) | $367.0K | 19,114 | 0.0% | 13 |
| [RAYMOND JAMES FINANCIAL INC](https://holderbook.com/funds/720005-raymond-james-financial-inc/) | $346.1K | 18,027 | 0.0% | 7 |
| [Sigma Planning Corp](https://holderbook.com/funds/1449126-sigma-planning-corp/) | $275.1K | 14,328 | 0.0% | 10 |
| [ROYAL BANK OF CANADA](https://holderbook.com/funds/1000275-royal-bank-of-canada/) | $166.0K | 8,631 | 0.0% | 31 |
| [FIFTH THIRD BANCORP](https://holderbook.com/funds/35527-fifth-third-bancorp/) | $44.2K | 2,302 | 0.0% | 2 |
| [INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC](https://holderbook.com/funds/1818604-international-assets-investment-management-llc/) | $40.6K | 2,115 | 0.0% | 3 |
| [US BANCORP \DE\](https://holderbook.com/funds/36104-us-bancorp-de/) | $38.4K | 2,000 | 0.0% | 3 |
| [Global Retirement Partners, LLC](https://holderbook.com/funds/1749744-global-retirement-partners-llc/) | $18.3K | 954 | 0.0% | 4 |
| [CREATIVE FINANCIAL DESIGNS INC /ADV](https://holderbook.com/funds/819864-creative-financial-designs-inc-adv/) | $10.2K | 533 | 0.0% | 13 |
| [Allworth Financial LP](https://holderbook.com/funds/1555170-allworth-financial-lp/) | $9.6K | 500 | 0.0% | 1 |
| [Ancora Advisors LLC](https://holderbook.com/funds/1446114-ancora-advisors-llc/) | $7.7K | 400 | 0.0% | 2 |
| [Luminist Capital LLC](https://holderbook.com/funds/1807270-luminist-capital-llc/) | $6.7K | 348 | 0.0% | 1 |
| [HIGHLINE WEALTH PARTNERS LLC](https://holderbook.com/funds/2042654-highline-wealth-partners-llc/) | $2.9K | 150 | 0.0% | 2 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q2 2026 | 23 | $22.1M |
| Q1 2026 | 21 | $23.1M |
| Q4 2025 | 23 | $22.4M |
| Q3 2025 | 21 | $20.4M |
| Q2 2025 | 22 | $19.6M |
| Q1 2025 | 20 | $17.8M |
| Q4 2024 | 21 | $16.4M |
| Q3 2024 | 21 | $12.6M |
| Q2 2024 | 23 | $15.1M |
| Q1 2024 | 20 | $20.0M |
| Q4 2023 | 21 | $15.8M |
| Q3 2023 | 23 | $14.4M |

