UTL · Unitil Corp · Shareholders & Ownership
$56.43
-0.01 (-0.02%)
At close · Nov 3
Return incl. dividend (before tax)
Earnings today
Q2 2026 earnings call transcript
Market Cap
$1.03B
Shares
18.24M
Volume · Nov 2
110.29K
Avg daily vol (3M)
124.3K
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Every disclosed holder of UTL in one list: 13F institutions, Schedule 13D and 13G filers, insiders (Forms 3, 4 and 5) and registered funds, each from its own latest filing. Holders nest by CIK and SEC reporting links, never by name, and each is summed once.
Who Owns UTL
13F quarter Sep 30, 2026, combined view: filers that have not filed yet carry their Jun 30, 2026 positions| Holder group | Shares | % Out |
|---|---|---|
| Institutional (13F) | 15,479,182 | 84.88% |
| Insiders (Forms 3, 4, 5) | 0 | 0.00% |
| 13D/G-only blocks | 0 | 0.00% |
| Remaining | 2,757,492 | 15.12% |
| Registered funds (N-PORT, not summed) | 7,987,514 | 43.80% |
Shares outstanding: 18,236,674, the issuer's latest cover-page count restated onto today's split basis.
Insiders are listed but not summed: the issuer has more than one class of common stock and Forms 3, 4 and 5 report one issuer-wide balance across them.
13D/G-only counts each filer's latest 13D or 13G that no 13F report of the listing contains, that names no 13F filer and that no counted insider files. Funds are never summed: their shares sit inside their advisers' 13F reports.
Holders of UTL
| # | Holder | Shares | As of | Notes |
|---|---|---|---|---|
| 1 |
BlackRock, Inc.
13F
CIK 2012383 · Holding company · Jun 30, 2026
carried, not yet filed for the newest quarter
|
2,893,170 | ||
| 1.1 |
iShares Core S&P Small-Cap ETF
Fund
S000004313 · Registered fund · Jun 30, 2026
iShares Trust, not summed
|
1,084,130 | ||
| 1.2 |
iShares Russell 2000 ETF
Fund
S000004344 · Registered fund · Jun 30, 2026
iShares Trust, not summed
|
452,971 | ||
| 1.3 |
iShares Russell 2000 Value ETF
Fund
S000004342 · Registered fund · Jun 30, 2026
iShares Trust, not summed
|
166,563 | ||
| 1.4 |
iShares S&P Small-Cap 600 Value ETF
Fund
S000004316 · Registered fund · Jun 30, 2026
iShares Trust, not summed
|
154,437 | ||
| 1.5 |
iShares Micro-Cap ETF
Fund
S000004439 · Registered fund · Jun 30, 2026
iShares Trust, not summed
|
60,541 | ||
| 2 |
VANGUARD CAPITAL MANAGEMENT LLC
13F
CIK 2100119 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
803,469 | ||
| 3 |
|
782,195 | ||
| 3.1 |
State Street(R) SPDR(R) Portfolio S&P 600(TM) Small Cap ETF
Fund
S000041317 · Registered fund · Jun 30, 2026
SPDR SERIES TRUST, not summed
|
164,884 | ||
| 3.2 |
State Street(R) SPDR(R) S & P 600(TM) Small Cap Value ETF
Fund
S000006974 · Registered fund · Jun 30, 2026
SPDR SERIES TRUST, not summed
|
94,364 | ||
| 3.3 |
State Street(R) SPDR(R) Portfolio MSCI Global Stock Market ETF
Fund
S000036082 · Registered fund · Jun 30, 2026
SPDR INDEX SHARES FUNDS, not summed
|
8,673 | ||
| 3.4 |
STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO
Fund
S000050332 · Registered fund · Jun 30, 2026
STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed
|
6,338 | ||
| 3.5 |
State Street(R) SPDR(R) Portfolio S&P 1500(R) Composite Stock Market ETF
Fund
S000006973 · Registered fund · Jun 30, 2026
SPDR SERIES TRUST, not summed
|
2,963 | ||
| 4 |
VANGUARD TOTAL STOCK MARKET INDEX FUND
Fund
S000002848 · Registered fund · Jun 30, 2026
VANGUARD INDEX FUNDS, not summed
|
575,303 | ||
| 5 |
FRONTIER CAPITAL MANAGEMENT CO LLC
13F
CIK 351173 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
553,320 | ||
| 6 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE
13F
CIK 928047 · Non-US institution · Jun 30, 2026
carried, not yet filed for the newest quarter
|
509,855 | ||
| 6.1 |
Small Cap Core Fund
Fund
S000043450 · Registered fund · Jul 31, 2026
John Hancock Investment Trust, not summed
|
413,289 | ||
| 7 |
VANGUARD PORTFOLIO MANAGEMENT LLC
13F
CIK 2100121 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
506,993 | ||
| 8 |
WELLINGTON MANAGEMENT GROUP LLP
13F
CIK 902219 · Holding company · Jun 30, 2026
carried, not yet filed for the newest quarter
|
491,474 | ||
| 9 |
JPMORGAN CHASE & CO
13F
CIK 19617 · Bank · Jun 30, 2026
carried, not yet filed for the newest quarter
|
475,940 | ||
| 10 |
GEODE CAPITAL MANAGEMENT, LLC
13F
CIK 1214717 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
467,117 | ||
| 11 |
MORGAN STANLEY
13F
CIK 895421 · Holding company · Jun 30, 2026
carried, not yet filed for the newest quarter
|
411,930 | ||
| 11.1 |
E*TRADE No Fee Total Market Index Fund
Fund
S000090722 · Registered fund · Jul 31, 2026
E Trade Trust, not summed
|
7 | ||
| 12 |
RENAISSANCE TECHNOLOGIES LLC
13F
CIK 1037389 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
407,540 | ||
| 13 |
TWO SIGMA INVESTMENTS, LP
13F
CIK 1179392 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
341,664 | ||
| 14 |
DIMENSIONAL FUND ADVISORS LP
13F
CIK 354204 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
341,216 | ||
| 14.1 |
U.S. SMALL CAP PORTFOLIO
Fund
S000000971 · Registered fund · Jul 31, 2026
DFA INVESTMENT DIMENSIONS GROUP INC, not summed
|
85,122 | ||
| 14.2 |
U.S. MICRO CAP PORTFOLIO
Fund
S000000948 · Registered fund · Jul 31, 2026
DFA INVESTMENT DIMENSIONS GROUP INC, not summed
|
63,495 | ||
| 14.3 |
Dimensional U.S. Small Cap ETF
Fund
S000070906 · Registered fund · Jul 31, 2026
Dimensional ETF Trust, not summed
|
59,230 | ||
| 14.4 |
U.S. CORE EQUITY 2 PORTFOLIO
Fund
S000000980 · Registered fund · Jul 31, 2026
DFA INVESTMENT DIMENSIONS GROUP INC, not summed
|
19,883 | ||
| 14.5 |
Dimensional U.S. Core Equity 2 ETF
Fund
S000070903 · Registered fund · Jul 31, 2026
Dimensional ETF Trust, not summed
|
18,532 | ||
| 15 |
Boston Trust Walden Corp
13F
CIK 1534866 · Unknown · Sep 30, 2026
|
304,904 | ||
| 16 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC
13F
CIK 884546 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
256,892 | ||
| 16.1 |
Schwab U.S. Small-Cap ETF
Fund
S000026636 · Registered fund · Aug 31, 2026
SCHWAB STRATEGIC TRUST, not summed
|
85,734 | ||
| 16.2 |
Schwab Fundamental U.S. Small Company ETF
Fund
S000040878 · Registered fund · Aug 31, 2026
SCHWAB STRATEGIC TRUST, not summed
|
55,759 | ||
| 16.3 |
Schwab Small-Cap Index Fund
Fund
S000005912 · Registered fund · Jul 31, 2026
SCHWAB CAPITAL TRUST, not summed
|
43,977 | ||
| 16.4 |
Schwab Fundamental U.S. Small Company Index Fund
Fund
S000016767 · Registered fund · Jul 31, 2026
SCHWAB CAPITAL TRUST, not summed
|
14,505 | ||
| 16.5 |
Schwab Total Stock Market Index Fund
Fund
S000005913 · Registered fund · Jul 31, 2026
SCHWAB CAPITAL TRUST, not summed
|
11,327 | ||
| 17 |
NORTHERN TRUST CORP
13F
CIK 73124 · Bank · Jun 30, 2026
carried, not yet filed for the newest quarter
|
248,761 | ||
| 17.1 |
Small Cap Value Fund
Fund
S000001246 · Registered fund · Jun 30, 2026
Northern Funds, not summed
|
39,312 | ||
| 17.2 |
Small Cap Index Fund
Fund
S000001245 · Registered fund · Jun 30, 2026
Northern Funds, not summed
|
9,246 | ||
| 17.3 |
Small Cap Core Fund
Fund
S000001244 · Registered fund · Jun 30, 2026
Northern Funds, not summed
|
2,243 | ||
| 17.4 |
FlexShares Morningstar US Market Factor Tilt Index Fund
Fund
S000033312 · Registered fund · Jul 31, 2026
FlexShares Trust, not summed
|
1,782 | ||
| 18 |
Aristotle Capital Boston, LLC
13F
CIK 1633911 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
247,621 | ||
| 19 |
VANGUARD EXPLORER VALUE FUND
Fund
S000028087 · Registered fund · Aug 31, 2026
VANGUARD SCOTTSDALE FUNDS, not summed
|
244,715 | ||
| 20 |
Bragg Financial Advisors, Inc
13F
CIK 1327055 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
243,573 | ||
| 21 |
FPA Queens Road Small Cap Value Fund
Fund
S000080694 · Registered fund · Aug 31, 2026
Investment Managers Series Trust III, not summed
|
240,067 | ||
| 22 |
HEARTLAND ADVISORS INC
13F
CIK 937394 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
232,349 | ||
| 22.1 |
Heartland Value Fund
Fund
S000003523 · Registered fund · Sep 30, 2026
HEARTLAND GROUP INC., not summed
|
232,349 | ||
| 23 |
VANGUARD EXTENDED MARKET INDEX FUND
Fund
S000002841 · Registered fund · Jun 30, 2026
VANGUARD INDEX FUNDS, not summed
|
208,564 | ||
| 24 |
REAVES W H & CO INC
13F
CIK 740913 · Investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
206,918 | ||
| 25 |
CITADEL ADVISORS LLC
13F
CIK 1423053 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
194,551 | ||
| 26 |
Reaves Utility Income Fund
Fund
· Registered fund · Jul 31, 2026
Reaves Utility Income Fund, not summed
|
187,920 | ||
| 26.1 |
Gabelli Utility Trust
Fund
· Registered fund · Jun 30, 2026
Gabelli Utility Trust, not summed
|
17,000 | ||
| 26.2 |
Gabelli Global Utility & Income Trust
Fund
· Registered fund · Jun 30, 2026
Gabelli Global Utility & Income Trust, not summed
|
5,500 | ||
| 27 |
ProShare Advisors LLC
13F
CIK 1357955 · Registered investment adviser · Sep 30, 2026
|
181,808 | ||
| 27.1 |
ProShares Russell 2000 Dividend Growers ETF
Fund
S000047885 · Registered fund · Aug 31, 2026
ProShares Trust, not summed
|
136,859 | ||
| 27.2 |
ProShares DJ Brookfield Global Infrastructure ETF
Fund
S000040181 · Registered fund · Aug 31, 2026
ProShares Trust, not summed
|
1,521 | ||
| 27.3 |
ProShares Russell 2000 High Income ETF
Fund
S000087688 · Registered fund · Aug 31, 2026
ProShares Trust, not summed
|
1,033 | ||
| 27.4 |
ProShares UltraPro Russell2000
Fund
S000024921 · Registered fund · Aug 31, 2026
ProShares Trust, not summed
|
734 | ||
| 27.5 |
ProShares Ultra Russell2000
Fund
S000014248 · Registered fund · Aug 31, 2026
ProShares Trust, not summed
|
571 | ||
| 28 |
|
163,906 | ||
| 28.1 |
Nuveen Quant Small Cap Equity Fund
Fund
S000005386 · Registered fund · Jul 31, 2026
TIAA-CREF Funds, not summed
|
95,130 | ||
| 28.2 |
Nuveen Small Cap Blend Index Fund
Fund
S000005367 · Registered fund · Jul 31, 2026
TIAA-CREF Funds, not summed
|
24,134 | ||
| 28.3 |
Nuveen Equity Index Fund
Fund
S000005360 · Registered fund · Jul 31, 2026
TIAA-CREF Funds, not summed
|
17,655 | ||
| 28.4 |
College Retirement Equities Fund - Total Global Stock Account
Fund
S000005080 · Registered fund · Jun 30, 2026
College Retirement Equities Fund, not summed
|
15,330 | ||
| 28.5 |
Nuveen Life Small Cap Equity Fund
Fund
S000005093 · Registered fund · Jun 30, 2026
TIAA-CREF Life Funds, not summed
|
1,974 | ||
| 29 |
AQR CAPITAL MANAGEMENT LLC
13F
CIK 1167557 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
161,858 | ||
| 30 |
GOLDMAN SACHS GROUP INC
13F
CIK 886982 · Holding company · Jun 30, 2026
carried, not yet filed for the newest quarter
|
160,658 | ||
| 30.1 |
Goldman Sachs Small Cap Value Insights Fund
Fund
S000014929 · Registered fund · Jul 31, 2026
Goldman Sachs Trust, not summed
|
26,408 | ||
| 30.2 |
Goldman Sachs Absolute Return Tracker Fund
Fund
S000020314 · Registered fund · Aug 31, 2026
GOLDMAN SACHS TRUST, not summed
|
7,400 | ||
| 30.3 |
Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF
Fund
S000048296 · Registered fund · Aug 31, 2026
Goldman Sachs ETF Trust, not summed
|
6,040 | ||
| 30.4 |
Multi-Manager U.S. Small Cap Equity Fund
Fund
S000051363 · Registered fund · Apr 30, 2026
Goldman Sachs Trust II, not summed
|
4,652 | ||
| 31 |
CSM Advisors, LLC
13F
CIK 1863523 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
156,545 | ||
| 32 |
MEISSNER THOMAS P JR
Insider
CIK 1241002 · Jan 27, 2026
Director, Chairmain & CEO, issuer-wide, not summed
|
148,738 | ||
| 33 |
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC
13F
CIK 1164833 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
133,239 | ||
| 33.1 |
Hotchkis and Wiley Small Cap Diversified Value Fund
Fund
S000045868 · Registered fund · Jun 30, 2026
HOTCHKIS & WILEY FUNDS/DE/, not summed
|
33,900 | ||
| 34 |
JPMorgan Small Cap Blend Fund
Fund
S000002767 · Registered fund · Jun 30, 2026
JPMorgan Trust I, not summed
|
128,101 | ||
| 35 |
VANGUARD UTILITIES INDEX FUND
Fund
S000004445 · Registered fund · Aug 31, 2026
VANGUARD WORLD FUND, not summed
|
124,025 | ||
| 36 |
Boston Trust Walden Small Cap Fund
Fund
S000009927 · Registered fund · Jun 30, 2026
Boston Trust Walden Funds, not summed
|
123,116 | ||
| 37 |
VANGUARD TAX-MANAGED SMALL-CAP FUND
Fund
S000004387 · Registered fund · Jun 30, 2026
VANGUARD TAX-MANAGED FUNDS, not summed
|
122,902 | ||
| 38 |
VANGUARD FIDUCIARY TRUST CO
13F
CIK 933478 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
118,969 | ||
| 39 |
Invesco Ltd.
13F
CIK 914208 · Investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
109,704 | ||
| 39.1 |
Invesco S&P SmallCap Low Volatility ETF
Fund
S000030965 · Registered fund · Aug 31, 2026
Invesco Exchange-Traded Fund Trust II, not summed
|
43,316 | ||
| 39.2 |
Invesco S&P SmallCap High Dividend Low Volatility ETF
Fund
S000055539 · Registered fund · Aug 31, 2026
Invesco Exchange-Traded Fund Trust II, not summed
|
15,448 | ||
| 39.3 |
Invesco S&P SmallCap 600 Revenue ETF
Fund
S000064596 · Registered fund · Aug 31, 2026
Invesco Exchange-Traded Fund Trust II, not summed
|
14,735 | ||
| 39.4 |
Invesco RAFI US 1500 Small-Mid ETF
Fund
S000013120 · Registered fund · Jul 31, 2026
Invesco Exchange-Traded Fund Trust, not summed
|
12,401 | ||
| 39.5 |
Invesco S&P SmallCap Utilities & Communication Services ETF
Fund
S000028295 · Registered fund · Aug 31, 2026
Invesco Exchange-Traded Fund Trust II, not summed
|
2,917 | ||
| 40 |
Bank of New York Mellon Corp
13F
CIK 1390777 · Bank · Jun 30, 2026
carried, not yet filed for the newest quarter
|
108,742 | ||
| 41 |
VANGUARD RUSSELL 2000 INDEX FUND
Fund
S000030003 · Registered fund · Aug 31, 2026
VANGUARD SCOTTSDALE FUNDS, not summed
|
103,571 | ||
| 42 |
BANK OF AMERICA CORP /DE/
13F
CIK 70858 · Bank · Jun 30, 2026
carried, not yet filed for the newest quarter
|
100,857 | ||
| 43 |
Qube Research & Technologies Ltd
13F
CIK 1729829 · Exempt reporting adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
91,265 | ||
| 44 |
HARTFORD SMALL CAP VALUE FUND
Fund
S000003592 · Registered fund · Jul 31, 2026
HARTFORD MUTUAL FUNDS, INC, not summed
|
89,544 | ||
| 45 |
PRINCIPAL FINANCIAL GROUP INC
13F
CIK 1126328 · Insurance company · Sep 30, 2026
|
87,137 | ||
| 45.1 |
SmallCap Value Fund II
Fund
S000007169 · Registered fund · Jul 31, 2026
Principal Funds, Inc, not summed
|
22,383 | ||
| 45.2 |
SmallCap S&P 600 Index Fund
Fund
S000007203 · Registered fund · Jul 31, 2026
Principal Funds, Inc, not summed
|
13,255 | ||
| 46 |
JPMorgan Small Cap Value Fund
Fund
S000003899 · Registered fund · Jun 30, 2026
JPMorgan Trust II, not summed
|
86,164 | ||
| 47 |
Russell Investments Group, Ltd.
13F
CIK 1692234 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
85,174 | ||
| 47.1 |
U.S. Small Cap Equity Fund
Fund
S000001586 · Registered fund · Jul 31, 2026
RUSSELL INVESTMENT CO, not summed
|
18,470 | ||
| 47.2 |
U.S. Small Cap Equity Fund
Fund
S000006864 · Registered fund · Jun 30, 2026
RUSSELL INVESTMENT FUNDS, not summed
|
6,673 | ||
| 47.3 |
Russell Investments U.S. Small Cap Equity ETF
Fund
S000089990 · Registered fund · Jun 30, 2026
Russell Investments Exchange Traded Funds, not summed
|
2,727 | ||
| 48 |
PANAGORA ASSET MANAGEMENT INC
13F
CIK 883677 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
83,130 | ||
| 49 |
|
82,359 | ||
| 50 |
GABELLI FUNDS LLC
13F
CIK 1081407 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
71,500 | ||
| 50.1 |
The Gabelli Utilities Fund
Fund
S000001075 · Registered fund · Jun 30, 2026
Gabelli Utilities Fund, not summed
|
49,000 |
35 more nested rows are not shown here; Every filing lists them all.
Shares are restated onto today's split basis. Change compares each row with the same holder's previous filing in the same source; a dash means there is none to compare. Nested 13D/G, insider and fund rows are not summed, since a 13F report already holds them.
Showing 1–50 of 373 holders
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Key facts
CIK
755001
CUSIP
913259107
13F (30d)
78 filings
66 filers
Visit website
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