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UTL — UNITIL CORP

Reported value held$502.73M
Funds holding (latest)40
SectorUtilities
Funds holding (Q2 2026)31
Institutional value$414.79M · 7.89M sh
New / Add / Cut / Exit5 / 16 / 7 / 3
Top-5 / Top-10 concentration61.5% / 82.7%
Institutional holdings change Accumulating +12.2% (+855.31K sh)
Institutional value change Up +13.2%

As of Q2 2026, 31 SEC-registered investment managers reported holding UTL (UNITIL CORP) in their latest 13F filings, with a combined reported value of $414.79M across 7.89M shares. That is +12.2% by share count (+855.31K shares) versus the previous quarter, while reported value moved +13.2%. Ownership is concentrated: the five largest holders account for 61.5% of reported value and the top ten for 82.7%.

Compared with the prior quarter, 5 opened new positions, 16 added to existing stakes, 7 trimmed, 3 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.

UTL is classified in the Utilities sector.

All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.

Q2 2026 — 31 funds

FundSharesValuePortfolio WeightChange
BlackRock Inc history 2.89M $152.44M 0.00% Add
Manulife Financial history 509.86K $26.86M 0.02% Hold
Wellington Management Group history 491.47K $25.90M 0.01% Reduce
JPMorgan Chase & Co history 475.94K $25.28M 0.00% New
Geode Capital Management history 467.12K $24.62M 0.00% Add
Morgan Stanley history 411.93K $21.70M 0.00% Add
Renaissance Technologies history 407.54K $21.47M 0.03% Reduce
Two Sigma Investments history 341.66K $18.00M 0.01% Add
Charles Schwab Investment Management history 256.89K $13.54M 0.00% Hold
Northern Trust Corp history 248.76K $13.11M 0.00% Add
Citadel Advisors history 200.95K $10.59M 0.00% Add
AQR Capital Management history 161.86K $8.53M 0.00% Add
Goldman Sachs Group history 160.66K $8.47M 0.00% Reduce
Invesco Ltd history 109.70K $5.78M 0.00% Reduce
BNY Mellon history 108.74K $5.73M 0.00% Add
Bank of America Corp history 100.86K $5.31M 0.00% Add
Principal Global Investors history 86.95K $4.58M 0.00% Reduce
UBS Group AG history 82.36K $4.34M 0.00% Add
Norges Bank Investment Management history 62.30K $3.28M 0.00% New
PSP Investments history 61.67K $3.25M 0.01% Reduce
Legal & General Investment Management America history 43.36K $2.28M 0.00% Hold
Fidelity Management & Research (FMR) history 42.84K $2.26M 0.00% Add
Deutsche Bank AG history 39.04K $2.06M 0.00% Reduce
Wells Fargo & Co history 20.16K $1.06M 0.00% Add
D. E. Shaw & Co history 19.27K $1.02M 0.00% New
Prudential Financial history 18.77K $988.89K 0.00% Add
Amundi US history 12.16K $640.92K 0.00% New
Franklin Resources history 12.07K $636.18K 0.00% New
Citigroup Inc history 10.79K $568.74K 0.00% Add
PNC Financial Services history 9.62K $506.93K 0.00% Add
T. Rowe Price Associates history 23.75K $1.25K 0.00% Add

Q1 2026 — 29 funds

FundSharesValuePortfolio WeightChange
BlackRock Inc history 2.83M $148.02M 0.00% Reduce
Wellington Management Group history 602.10K $31.45M 0.01% Hold
Manulife Financial history 511.03K $26.70M 0.02% Reduce
Renaissance Technologies history 490.04K $25.60M 0.04% Add
Geode Capital Management history 432.66K $22.60M 0.00% Add
Morgan Stanley history 297.25K $15.53M 0.00% Add
Two Sigma Investments history 271.99K $14.21M 0.01% Add
Charles Schwab Investment Management history 256.32K $13.39M 0.00% Reduce
Northern Trust Corp history 235.61K $12.31M 0.00% Add
Goldman Sachs Group history 206.49K $10.79M 0.00% Add
Citadel Advisors history 129.07K $6.74M 0.00% Add
Invesco Ltd history 110.59K $5.78M 0.00% Add
BNY Mellon history 103.36K $5.40M 0.00% Reduce
Bank of America Corp history 99.58K $5.20M 0.00% Add
Principal Global Investors history 87.40K $4.57M 0.00% Add
PSP Investments history 64.30K $3.36M 0.01% Add
Millennium Management history 63.91K $3.34M 0.00% Add
Legal & General Investment Management America history 43.38K $2.27M 0.00% Reduce
Deutsche Bank AG history 41.00K $2.14M 0.00% Add
AQR Capital Management history 31.16K $1.63M 0.00% Add
UBS Group AG history 24.16K $1.26M 0.00% Reduce
Point72 Asset Management history 18.77K $980.81K 0.00% New
Prudential Financial history 18.52K $967.38K 0.00% Add
Wells Fargo & Co history 12.03K $628.17K 0.00% Reduce
Fidelity Management & Research (FMR) history 10.73K $560.76K 0.00% Reduce
PNC Financial Services history 8.90K $464.99K 0.00% Add
Janus Henderson Group history 6.86K $358.06K 0.00% Hold
Citigroup Inc history 4.37K $228.39K 0.00% Reduce
T. Rowe Price Associates history 21.82K $1.14K 0.00% Add

Q4 2025 — 30 funds

FundSharesValuePortfolio WeightChange
BlackRock Inc history 3.26M $158.12M 0.00% Add
Vanguard Group history 1.54M $74.53M 0.00% Add
Wellington Management Group history 601.26K $29.13M 0.01% Add
JPMorgan Chase & Co history 557.82K $27.02M 0.00% Reduce
Manulife Financial history 526.56K $25.51M 0.02% Reduce
Geode Capital Management history 424.16K $20.55M 0.00% Add
Renaissance Technologies history 396.94K $19.23M 0.03% Reduce
Charles Schwab Investment Management history 268.21K $12.99M 0.00% Add
Morgan Stanley history 268.05K $12.98M 0.00% Add
Northern Trust Corp history 223.56K $10.83M 0.00% Reduce
Fidelity Management & Research (FMR) history 170.88K $8.28M 0.00% Add
Goldman Sachs Group history 146.98K $7.12M 0.00% Add
Two Sigma Investments history 129.25K $6.26M 0.01% Add
Invesco Ltd history 106.78K $5.17M 0.00% Reduce
BNY Mellon history 105.85K $5.13M 0.00% Reduce
Principal Global Investors history 85.37K $4.14M 0.00% Hold
Bank of America Corp history 77.54K $3.76M 0.00% Reduce
UBS Group AG history 64.69K $3.13M 0.00% Reduce
PSP Investments history 61.98K $3.00M 0.01% Reduce
Citadel Advisors history 56.16K $2.72M 0.00% Reduce
Legal & General Investment Management America history 46.74K $2.26M 0.00% Reduce
Deutsche Bank AG history 39.52K $1.91M 0.00% Reduce
Millennium Management history 27.39K $1.33M 0.00% Add
AQR Capital Management history 26.11K $1.26M 0.00% Add
Wells Fargo & Co history 25.22K $1.22M 0.00% Add
Prudential Financial history 16.81K $814.18K 0.00% Reduce
PNC Financial Services history 8.81K $426.86K 0.00% Add
Janus Henderson Group history 6.86K $332.37K 0.00% Hold
Citigroup Inc history 5.02K $243.31K 0.00% Reduce
T. Rowe Price Associates history 19.27K $934 0.00% Add

Q3 2025 — 32 funds

FundSharesValuePortfolio WeightChange
BlackRock Inc history 3.08M $147.58M 0.00% Add
Vanguard Group history 1.47M $70.41M 0.00% Add
Manulife Financial history 711.29K $34.04M 0.03% Reduce
JPMorgan Chase & Co history 608.08K $29.10M 0.00% Add
Renaissance Technologies history 484.04K $23.17M 0.03% Add
Geode Capital Management history 399.67K $19.13M 0.00% Add
Wellington Management Group history 309.94K $14.83M 0.00% Add
Northern Trust Corp history 227.02K $10.87M 0.00% Add
Charles Schwab Investment Management history 221.42K $10.60M 0.00% Add
BNY Mellon history 190.92K $9.14M 0.00% Reduce
Morgan Stanley history 185.78K $8.89M 0.00% Reduce
Invesco Ltd history 110.33K $5.28M 0.00% Add
Two Sigma Investments history 95.07K $4.55M 0.01% Add
Bank of America Corp history 92.86K $4.44M 0.00% Add
Principal Global Investors history 85.28K $4.08M 0.00% Add
UBS Group AG history 75.34K $3.61M 0.00% Reduce
Goldman Sachs Group history 74.03K $3.54M 0.00% Add
Citadel Advisors history 72.26K $3.46M 0.00% New
PSP Investments history 68.95K $3.30M 0.01% Add
Legal & General Investment Management America history 48.83K $2.34M 0.00% Add
Franklin Resources history 44.16K $2.11M 0.00% Reduce
Deutsche Bank AG history 39.77K $1.90M 0.00% Add
Prudential Financial history 17.85K $854.25K 0.00% Add
Wells Fargo & Co history 15.76K $754.18K 0.00% Add
AQR Capital Management history 13.19K $631.02K 0.00% Add
PNC Financial Services history 8.50K $406.81K 0.00% Reduce
Janus Henderson Group history 6.86K $328.39K 0.00% Hold
Citigroup Inc history 6.61K $316.40K 0.00% Reduce
Millennium Management history 6.05K $289.55K 0.00% New
D. E. Shaw & Co history 5.69K $272.23K 0.00% Reduce
Fidelity Management & Research (FMR) history 3.08K $147.44K 0.00% Reduce
T. Rowe Price Associates history 14.18K $679 0.00% Add

Q2 2025 — 30 funds

FundSharesValuePortfolio WeightChange
BlackRock Inc history 2.90M $151.46M 0.00% Add
Vanguard Group history 1.40M $73.13M 0.00% Add
Manulife Financial history 717.42K $37.41M 0.03% Add
JPMorgan Chase & Co history 593.19K $30.93M 0.00% Add
Renaissance Technologies history 434.44K $22.66M 0.03% Hold
Geode Capital Management history 385.71K $20.12M 0.00% Add
BNY Mellon history 197.53K $10.30M 0.00% Hold
Morgan Stanley history 193.49K $10.09M 0.00% Reduce
Charles Schwab Investment Management history 191.53K $9.99M 0.00% Add
Northern Trust Corp history 172.81K $9.01M 0.00% Reduce
Invesco Ltd history 109.59K $5.72M 0.00% Reduce
UBS Group AG history 105.15K $5.48M 0.00% Add
Bank of America Corp history 90.53K $4.72M 0.00% Add
Principal Global Investors history 80.57K $4.20M 0.00% Reduce
Goldman Sachs Group history 56.76K $2.96M 0.00% Reduce
PSP Investments history 55.33K $2.89M 0.01% Add
Two Sigma Investments history 51.51K $2.69M 0.01% Add
Franklin Resources history 50.97K $2.66M 0.00% Reduce
Legal & General Investment Management America history 48.18K $2.51M 0.00% Hold
Deutsche Bank AG history 33.77K $1.76M 0.00% Add
Wellington Management Group history 25.41K $1.33M 0.00% Add
D. E. Shaw & Co history 21.13K $1.10M 0.00% Reduce
Prudential Financial history 16.99K $886.08K 0.00% Add
Citigroup Inc history 15.07K $785.69K 0.00% Reduce
Wells Fargo & Co history 13.75K $717.15K 0.00% Add
AQR Capital Management history 11.32K $590.45K 0.00% Reduce
PNC Financial Services history 9.10K $474.77K 0.00% Add
Fidelity Management & Research (FMR) history 7.96K $414.95K 0.00% Add
Janus Henderson Group history 6.86K $357.40K 0.00% Hold
T. Rowe Price Associates history 13.78K $719 0.00% Add

Q1 2025 — 35 funds

FundSharesValuePortfolio WeightChange
BlackRock Inc history 2.85M $164.35M 0.00% Reduce
Vanguard Group history 1.37M $78.76M 0.00% Add
Manulife Financial history 609.17K $35.14M 0.03% Add
JPMorgan Chase & Co history 569.37K $32.85M 0.01% Reduce
Renaissance Technologies history 432.54K $24.95M 0.04% Reduce
Geode Capital Management history 380.89K $21.98M 0.00% Reduce
Morgan Stanley history 203.00K $11.71M 0.00% Reduce
BNY Mellon history 196.80K $11.35M 0.00% Reduce
Northern Trust Corp history 174.76K $10.08M 0.00% Reduce
Charles Schwab Investment Management history 168.46K $9.72M 0.00% Reduce
Invesco Ltd history 112.93K $6.51M 0.00% Reduce
Principal Global Investors history 86.78K $5.01M 0.00% Add
Millennium Management history 86.68K $5.00M 0.00% Add
Bank of America Corp history 72.18K $4.16M 0.00% Reduce
UBS Group AG history 67.93K $3.92M 0.00% Reduce
Goldman Sachs Group history 63.06K $3.64M 0.00% Reduce
Franklin Resources history 54.69K $3.16M 0.00% Reduce
PSP Investments history 51.52K $2.97M 0.01% Add
Legal & General Investment Management America history 48.06K $2.77M 0.00% Reduce
Deutsche Bank AG history 30.05K $1.73M 0.00% Reduce
Citigroup Inc history 23.89K $1.38M 0.00% Reduce
D. E. Shaw & Co history 23.26K $1.34M 0.00% Add
Wellington Management Group history 23.11K $1.33M 0.00% Hold
Two Sigma Investments history 21.81K $1.26M 0.00% Add
Prudential Financial history 15.68K $904.29K 0.00% Reduce
Citadel Advisors history 13.46K $776.22K 0.00% Reduce
Wells Fargo & Co history 13.22K $762.88K 0.00% Add
AQR Capital Management history 12.08K $697.04K 0.00% Add
Marshall Wace history 8.93K $514.88K 0.00% New
Balyasny Asset Management history 8.05K $464.35K 0.00% New
PNC Financial Services history 7.53K $434.46K 0.00% Add
Janus Henderson Group history 6.86K $397.52K 0.00% Hold
Amundi US history 6.44K $376.21K 0.00% Reduce
Fidelity Management & Research (FMR) history 2.93K $168.81K 0.00% Add
T. Rowe Price Associates history 12.72K $734 0.00% Add

View all 40 fund holders →

New Positions (Q2 2026)

Fully Exited (vs previous quarter)

Fund Position History — shares by quarter (top 20 funds)

FundQ2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023Q3 2023Q2 2023Q1 2023Q4 2022Q3 2022Q2 2022Q1 2022Q4 2021Q3 2021
BlackRock Inc 2.89M 2.83M 3.26M 3.08M 2.90M 2.85M 3.04M 2.91M — — — — — — — — — — — —
Manulife Financial 509.86K 511.03K 526.56K 711.29K 717.42K 609.17K 560.94K 511.81K 492.47K 489.58K 488.46K 404.48K 359.27K 353.10K 349.43K 292.81K 307.59K 308.16K 315.61K 279.23K
Wellington Management Group 491.47K 602.10K 601.26K 309.94K 25.41K 23.11K 23.11K 23.11K — — — — — — — — — — — —
JPMorgan Chase & Co 475.94K — 557.82K 608.08K 593.19K 569.37K 593.19K 617.19K 618.81K 644.58K 659.62K 515.45K 504.66K 340.73K 252.48K 233.80K 237.17K 172.05K 255.89K 171.28K
Geode Capital Management 467.12K 432.66K 424.16K 399.67K 385.71K 380.89K 382.88K 381.66K 370.33K 352.29K 346.28K 327.21K 316.93K 308.50K 296.71K 284.25K 280.07K 276.09K 266.28K 257.73K
Morgan Stanley 411.93K 297.25K 268.05K 185.78K 193.49K 203.00K 220.38K 219.28K 199.00K 187.57K 197.28K 182.90K 217.75K 236.22K 205.57K 221.32K 200.47K 105.14K 82.39K 75.51K
Renaissance Technologies 407.54K 490.04K 396.94K 484.04K 434.44K 432.54K 435.84K 452.64K 464.85K 460.75K 468.35K 476.25K 477.15K 479.75K 482.15K 520.55K 583.35K 579.75K 594.85K 623.95K
Two Sigma Investments 341.66K 271.99K 129.25K 95.07K 51.51K 21.81K 13.55K 11.12K 19.51K 9.38K 16.14K 34.47K 30.23K 22.61K 11.60K 11.95K — 22.57K 24.36K 61.14K
Charles Schwab Investment Management 256.89K 256.32K 268.21K 221.42K 191.53K 168.46K 172.21K 189.33K 206.68K 223.42K 213.06K 203.57K 193.93K 191.82K 190.62K 191.25K 188.54K 182.39K 176.40K 170.03K
Northern Trust Corp 248.76K 235.61K 223.56K 227.02K 172.81K 174.76K 186.08K 166.45K 166.69K 169.10K 207.80K 206.71K 209.62K 204.78K 211.50K 210.27K 210.34K 208.47K 213.05K 226.36K
Citadel Advisors 200.95K 129.07K 56.16K 72.26K — 13.46K 25.07K 17.07K 6.38K 6.47K — 9.93K 23.43K 83.04K 46.97K 24.61K — 41.45K 13.28K 25.49K
AQR Capital Management 161.86K 31.16K 26.11K 13.19K 11.32K 12.08K 8.82K 7.24K 4.01K — — — — — — — — — — —
Goldman Sachs Group 160.66K 206.49K 146.98K 74.03K 56.76K 63.06K 84.95K 86.95K 65.08K 51.23K 50.32K 60.13K 84.97K 69.75K 35.24K 28.05K 22.24K 29.34K 30.39K 47.55K
Invesco Ltd 109.70K 110.59K 106.78K 110.33K 109.59K 112.93K 117.28K 110.94K 127.06K 132.74K 135.79K 148.19K 127.43K 75.87K 178.31K 63.07K 178.04K 217.97K 274.13K 250.61K
BNY Mellon 108.74K 103.36K 105.85K 190.92K 197.53K 196.80K 203.47K 201.34K 216.34K 217.99K 221.95K 222.58K 227.97K 232.99K 241.69K 266.52K 272.59K 270.25K 266.30K 246.06K
Bank of America Corp 100.86K 99.58K 77.54K 92.86K 90.53K 72.18K 77.38K 71.27K 65.63K 55.40K 59.85K 51.22K 71.59K 57.40K 44.41K 43.65K 38.55K 42.93K 49.15K 45.53K
Principal Global Investors 86.95K 87.40K 85.37K 85.28K 80.57K 86.78K 84.28K 81.39K 79.73K 83.68K 89.35K 90.61K 94.20K 98.83K 100.41K 99.00K 99.16K 114.43K 119.80K 125.96K
UBS Group AG 82.36K 24.16K 64.69K 75.34K 105.15K 67.93K 96.24K 20.25K 17.88K 28.61K 32.12K 23.49K 34.70K 27.23K 22.61K 12.47K 10.03K 19.02K 18.38K 11.98K
Norges Bank Investment Management 62.30K — — — — — — — — — 27.50K — — — — — — — — —
PSP Investments 61.67K 64.30K 61.98K 68.95K 55.33K 51.52K 40.30K 34.27K 35.57K 33.41K 33.41K 19.89K 28.55K 28.20K 29.39K 29.39K 29.68K 29.90K 32.53K 34.45K

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