UNITIL CORP (UTL)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
Institutions report 15,321,334 shares against 18,236,674 outstanding. Shares only - option lines are excluded, which is why this can be compared with the company at all. The count comes from the cover page of the company's own most recent report, so it is dated when that was filed rather than at quarter end.
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| BlackRock, Inc. | $152.4M | 2,893,170 | 0.00% | 8q | +2.1%+$3.1M |
| VANGUARD CAPITAL MANAGEMENT LLC | $42.3M | 803,469 | 0.00% | 2q | -0.8%-$351.7K |
| STATE STREET CORP | $41.2M | 782,195 | 0.00% | 31q | +6.4%+$2.5M |
| FRONTIER CAPITAL MANAGEMENT CO LLC | $29.2M | 553,320 | 0.27% | 31q | +0.8%+$239.2K |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | $26.9M | 509,855 | 0.02% | 31q | HELD |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $26.7M | 506,993 | 0.00% | 2q | HELD |
| WELLINGTON MANAGEMENT GROUP LLP | $25.9M | 491,474 | 0.00% | 8q | -18.4%-$5.8M |
| JPMORGAN CHASE & CO | $25.3M | 475,940 | 0.00% | 31q | -2.1%-$538.5K |
| GEODE CAPITAL MANAGEMENT, LLC | $24.6M | 467,117 | 0.00% | 31q | +8.0%+$1.8M |
| MORGAN STANLEY | $21.7M | 411,930 | 0.00% | 35q | +38.6%+$6.0M |
| RENAISSANCE TECHNOLOGIES LLC | $21.5M | 407,540 | 0.03% | 31q | -16.8%-$4.3M |
| TWO SIGMA INVESTMENTS, LP | $18.0M | 341,664 | 0.01% | 16q | +25.6%+$3.7M |
| DIMENSIONAL FUND ADVISORS LP | $18.0M | 341,216 | 0.00% | 31q | HELD |
| Boston Trust Walden Corp | $17.0M | 322,912 | 0.13% | 26q | -5.1%-$910.4K |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $13.5M | 256,892 | 0.00% | 31q | HELD |
| Sixth Street Partners Management Company, L.P. | $13.5M | 256,892 | 0.00% | new | NEW |
| NORTHERN TRUST CORP | $13.1M | 248,761 | 0.00% | 31q | +5.6%+$693.0K |
| Aristotle Capital Boston, LLC | $13.0M | 247,621 | 0.88% | 32q | -5.0%-$679.8K |
| Bragg Financial Advisors, Inc | $12.8M | 243,573 | 0.34% | new | NEW |
| HEARTLAND ADVISORS INC | $12.2M | 232,349 | 0.55% | 2q | +54.9%+$4.3M |
| REAVES W H & CO INC | $10.9M | 206,918 | 0.17% | 4q | -16.7%-$2.2M |
| CITADEL ADVISORS LLC | $10.6M | 194,551 | 0.00% | 4q | +60.8%+$4.0M |
| Nuveen, LLC | $8.6M | 163,906 | 0.00% | 6q | +19.4%+$1.4M |
| AQR CAPITAL MANAGEMENT LLC | $8.5M | 161,858 | 0.00% | 9q | +419.5%+$6.9M |
| GOLDMAN SACHS GROUP INC | $8.5M | 160,658 | 0.00% | 31q | -22.2%-$2.4M |
| ProShare Advisors LLC | $7.1M | 134,309 | 0.01% | 11q | +10.8%+$692.5K |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | $7.0M | 133,239 | 0.02% | 8q | +6.3%+$417.3K |
| Public Sector Pension Investment Board | $6.5M | 123,338 | 0.01% | 21q | +91.8%+$3.1M |
| VANGUARD FIDUCIARY TRUST CO | $6.3M | 118,969 | 0.00% | 2q | +1.2%+$74.8K |
| Invesco Ltd. | $5.8M | 109,704 | 0.00% | 31q | -0.8%-$46.6K |
| Bank of New York Mellon Corp | $5.7M | 108,742 | 0.00% | 31q | +5.2%+$283.4K |
| BANK OF AMERICA CORP /DE/ | $5.3M | 100,857 | 0.00% | 31q | +1.3%+$67.5K |
| Qube Research & Technologies Ltd | $4.8M | 91,265 | 0.00% | 10q | +15.9%+$659.9K |
| PRINCIPAL FINANCIAL GROUP INC | $4.6M | 86,948 | 0.00% | 28q | -0.5%-$23.6K |
| Russell Investments Group, Ltd. | $4.5M | 85,174 | 0.00% | 16q | -12.3%-$627.4K |
| EXCHANGE TRADED CONCEPTS, LLC | $4.5M | 84,998 | 0.01% | 20q | +103.0%+$2.3M |
| PANAGORA ASSET MANAGEMENT INC | $4.4M | 83,130 | 0.01% | 31q | +3.7%+$155.2K |
| UBS Group AG | $4.3M | 82,359 | 0.00% | 31q | +240.8%+$3.1M |
| GABELLI FUNDS LLC | $3.8M | 71,500 | 0.02% | 31q | HELD |
| SEI INVESTMENTS CO | $3.4M | 65,468 | 0.00% | 31q | -19.8%-$851.3K |
| MARTINGALE ASSET MANAGEMENT L P | $3.3M | 63,032 | 0.08% | 31q | +58.6%+$1.2M |
| NORGES BANK | $3.3M | 62,300 | 0.00% | new | NEW |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $3.1M | 58,424 | 0.00% | 31q | -10.7%-$367.5K |
| Quantinno Capital Management LP | $3.0M | 56,425 | 0.00% | 6q | +36.5%+$794.5K |
| WEDGE CAPITAL MANAGEMENT L L P/NC | $2.7M | 51,839 | 0.05% | 11q | +87.1%+$1.3M |
| ROYAL BANK OF CANADA | $2.7M | 50,536 | 0.00% | 31q | +14.2%+$331.5K |
| VICTORY CAPITAL MANAGEMENT INC | $2.7M | 50,541 | 0.00% | 11q | +40.3%+$765.3K |
| State of New Jersey Common Pension Fund D | $2.6M | 49,991 | 0.01% | 18q | -3.9%-$107.5K |
| AMERIPRISE FINANCIAL INC | $2.6M | 49,516 | 0.00% | 30q | -50.5%-$2.7M |
| RHUMBLINE ADVISERS | $2.5M | 47,475 | 0.00% | 31q | -11.4%-$322.6K |
| AMERICAN CENTURY COMPANIES INC | $2.4M | 44,619 | 0.00% | 17q | -3.7%-$91.4K |
| JOHNSON INVESTMENT COUNSEL INC | $2.3M | 44,598 | 0.02% | 28q | -29.2%-$969.8K |
| Wernau Asset Management Inc. | $2.3M | 44,526 | 1.22% | 7q | +2.8%+$63.2K |
| GREAT LAKES ADVISORS, LLC | $2.3M | 43,366 | 0.02% | 14q | -11.2%-$287.6K |
| Legal & General Group Plc | $2.3M | 43,359 | 0.00% | 31q | HELD |
| FMR LLC | $2.3M | 42,841 | 0.00% | 31q | +299.1%+$1.7M |
| Connor, Clark & Lunn Investment Management Ltd. | $2.2M | 42,696 | 0.00% | 5q | +60.3%+$846.3K |
| ANCHOR CAPITAL ADVISORS LLC | $2.1M | 39,959 | 0.06% | 26q | -0.7%-$14.2K |
| DEUTSCHE BANK AG\ | $2.1M | 39,040 | 0.00% | 34q | -4.8%-$103.4K |
| Advisors Asset Management, Inc. | $2.0M | 37,032 | 0.03% | 34q | +9.2%+$165.2K |
| Swiss National Bank | $1.9M | 36,100 | 0.00% | 31q | +2.0%+$36.9K |
| North Star Investment Management Corp. | $1.8M | 33,500 | 0.10% | 25q | HELD |
| RAYMOND JAMES FINANCIAL INC | $1.8M | 33,291 | 0.00% | 7q | HELD |
| MERCER GLOBAL ADVISORS INC /ADV | $1.8M | 33,244 | 0.00% | 4q | +189.6%+$1.1M |
| DC Investments Management, LLC | $1.7M | 32,855 | 0.59% | 7q | HELD |
| FIFTH THIRD BANCORP | $1.6M | 30,807 | 0.00% | 19q | +46.1%+$512.4K |
| SEGALL BRYANT & HAMILL, LLC | $1.5M | 28,993 | 0.02% | new | NEW |
| FIRST MANHATTAN CO. LLC. | $1.5M | 28,723 | 0.00% | 31q | HELD |
| XTX Topco Ltd | $1.5M | 28,250 | 0.02% | 2q | +25.5%+$302.0K |
| Corient Private Wealth LP | $1.5M | 27,986 | 0.00% | 2q | +90.5%+$700.6K |
| OSAIC HOLDINGS, INC. | $1.5M | 27,910 | 0.00% | 26q | -3.3%-$50.1K |
| New Hampshire Trust | $1.3M | 24,044 | 0.24% | 15q | +276.9%+$930.8K |
| Midwest Trust Co | $1.3M | 24,044 | 0.01% | 5q | +276.9%+$930.8K |
| VOYA INVESTMENT MANAGEMENT LLC | $1.3M | 23,974 | 0.00% | 31q | +3.9%+$47.9K |
| BNP PARIBAS FINANCIAL MARKETS | $1.2M | 22,132 | 0.00% | 31q | -12.1%-$160.1K |
| M&T Bank Corp | $1.1M | 21,666 | 0.00% | 9q | HELD |
| WELLS FARGO & COMPANY/MN | $1.1M | 20,159 | 0.00% | 31q | -16.2%-$205.0K |
| Susquehanna Portfolio Strategies, LLC | $1.0M | 19,538 | 0.02% | 3q | +22.7%+$190.5K |
| D. E. Shaw & Co., Inc. | $1.0M | 19,268 | 0.00% | new | NEW |
| HSBC HOLDINGS PLC | $1.0M | 19,059 | 0.00% | 14q | -10.8%-$122.7K |
| Maryland State Retirement & Pension System | $1.0M | 19,115 | 0.02% | 15q | +4.9%+$46.7K |
| PRUDENTIAL FINANCIAL INC | $988.9K | 18,768 | 0.00% | 21q | +1.4%+$13.2K |
| ALLIANCEBERNSTEIN L.P. | $895.3K | 17,138 | 0.00% | 31q | HELD |
| Creative Planning | $866.6K | 16,448 | 0.00% | 15q | +24.2%+$168.8K |
| Louisiana State Employees Retirement System | $834.2K | 15,900 | 0.01% | 21q | +98.8%+$414.5K |
| IEQ CAPITAL, LLC | $827.8K | 15,710 | 0.00% | new | NEW |
| Horizon Investments, LLC | $824.8K | 15,654 | 0.01% | 2q | +391250.0%+$824.6K |
| HENNESSY ADVISORS INC | $806.1K | 15,298 | 0.03% | 31q | +12.5%+$89.6K |
| Cerity Partners LLC | $783.0K | 14,860 | 0.00% | 17q | +81.8%+$352.2K |
| BARCLAYS PLC | $727.1K | 13,799 | 0.00% | 31q | +4.9%+$34.2K |
| Rockefeller Capital Management L.P. | $701.2K | 13,308 | 0.00% | 21q | +1.6%+$10.7K |
| Inspire Investing, LLC | $679.1K | 12,889 | 0.03% | 8q | +30.7%+$159.5K |
| VANGUARD ASSET MANAGEMENT, Ltd | $662.2K | 12,568 | 0.00% | 2q | HELD |
| Amundi | $640.9K | 12,164 | 0.00% | new | NEW |
| FRANKLIN RESOURCES INC | $636.2K | 12,074 | 0.00% | new | NEW |
| Quantbot Technologies LP | $608.9K | 11,557 | 0.02% | 6q | -21.8%-$169.3K |
| MetLife Investment Management, LLC | $593.6K | 11,265 | 0.00% | 32q | +14.9%+$76.9K |
| HighTower Advisors, LLC | $591.3K | 11,223 | 0.00% | 15q | -12.9%-$87.5K |
| Pathstone Holdings, LLC | $569.3K | 10,805 | 0.00% | 2q | +67.8%+$230.0K |
| CITIGROUP INC | $568.7K | 10,794 | 0.00% | 31q | +146.9%+$338.4K |
Showing the largest 100 of 245 reported holders.
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 227 | $807.9M | 15,321,334 | 36 | 84 | 57 | 0.0% |
| Q1 2026 | 219 | $748.5M | 14,312,527 | 32 | 71 | 58 | 0.1% |
| Q4 2025 | 197 | $702.9M | 14,495,652 | 19 | 78 | 60 | 0.1% |
| Q3 2025 | 194 | $710.7M | 14,843,093 | 22 | 82 | 56 | 0.0% |
| Q2 2025 | 198 | $678.4M | 13,008,160 | 23 | 80 | 51 | 0.0% |
| Q1 2025 | 204 | $727.2M | 12,605,993 | 28 | 50 | 79 | 0.0% |
| Q4 2024 | 185 | $686.8M | 12,670,430 | 11 | 65 | 53 | 0.0% |
| Q3 2024 | 191 | $800.3M | 13,209,741 | 23 | 51 | 64 | 0.1% |
| Q2 2024 | 178 | $664.3M | 12,844,590 | 20 | 61 | 53 | 0.0% |
| Q1 2024 | 164 | $662.4M | 12,665,918 | 18 | 49 | 55 | 0.0% |
| Q4 2023 | 157 | $663.8M | 12,642,110 | 18 | 57 | 38 | 0.0% |
| Q3 2023 | 145 | $488.0M | 11,433,232 | 10 | 45 | 61 | 0.1% |
| Q2 2023 | 152 | $580.5M | 11,455,288 | 8 | 59 | 47 | 0.1% |
| Q1 2023 | 155 | $620.7M | 10,885,915 | 24 | 49 | 45 | 0.1% |
| Q4 2022 | 128 | $502.3M | 9,789,200 | 14 | 39 | 38 | 0.1% |
| Q3 2022 | 176 | $557.7M | 12,003,065 | 27 | 51 | 54 | 0.0% |
| Q2 2022 | 175 | $722.0M | 12,296,961 | 24 | 54 | 52 | 0.0% |
| Q1 2022 | 175 | $589.5M | 11,799,457 | 27 | 50 | 59 | 0.1% |
| Q4 2021 | 162 | $533.6M | 11,607,417 | 15 | 56 | 45 | 0.0% |
| Q3 2021 | 156 | $503.2M | 11,745,597 | 17 | 61 | 30 | 0.0% |
| Q2 2021 | 150 | $601.6M | 11,350,762 | 28 | 41 | 47 | 0.0% |
| Q1 2021 | 137 | $481.5M | 10,497,664 | 9 | 37 | 57 | 0.0% |
| Q4 2020 | 139 | $468.9M | 10,556,921 | 11 | 40 | 52 | 0.0% |
| Q3 2020 | 146 | $409.1M | 10,523,362 | 14 | 49 | 56 | 0.0% |
| Q2 2020 | 148 | $472.9M | 10,503,508 | 14 | 51 | 52 | 0.0% |
| Q1 2020 | 157 | $552.3M | 10,558,687 | 20 | 45 | 55 | 0.0% |
| Q4 2019 | 159 | $646.0M | 10,454,902 | 14 | 61 | 39 | 0.0% |
| Q3 2019 | 159 | $649.0M | 10,237,711 | 21 | 59 | 39 | 0.0% |
| Q2 2019 | 150 | $604.4M | 10,086,220 | 20 | 63 | 34 | 0.1% |
| Q1 2019 | 151 | $544.8M | 10,057,640 | 14 | 48 | 49 | 0.0% |
| Q4 2018 | 151 | $500.3M | 9,879,873 | 1 | 4 | 3 | 0.0% |