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UNITIL CORP hedge fund holdings

UTLNYSE
$50.65-0.55 (-1.07%)as of Oct 5, 2026

Every quarter, large institutional investment managers with over $100M in U.S.-listed assets under management disclose their U.S. equity holdings through 13F filings. Read together, those filings show which businesses professional capital is moving into and out of.

Price vs funds buying and selling

UTL · close · 13FReported Aug 14, 2026

Price vs funds buying and selling data

Showing the 1Y range: Oct 6, 2025 to Oct 5, 2026. Price (+8.3%). 0 fund reports plotted in this window as 0 markers; nearby trades of the same kind are grouped.

Transactions plotted on the price chart
DateCategoryPersonRoleActionAmountChange in holding
Funds buying · new + increased
Funds selling · reduced + closed
Net buyers vs sellers
Buying = new + increased; selling = reduced + closed. Counts exclude position changes under 5% of the fund's holding last quarter.

Price and fund activity data

Quarterly 13F fund buying and selling activity
QuarterFunds buyingFunds sellingBoughtSoldFilersReported
Q2 20258056$56M$16.7M205Aug 14, 2025
Q3 20258672$125M$34.9M206Nov 14, 2025
Q4 20257367$64.9M$81.2M206Feb 14, 2026
Q1 20268644$64.5M$69.3M229May 15, 2026
Q2 20269259$75.3M$35.6M225Aug 14, 2026

Quarterly action breakdown

Q2 2026
225 filers
New position
26
$18.9M+358K sh
Increased
66
$56.4M+1.07M sh
Reduced
38
-$24.4M-464K sh
Out / sold
21
-$11.1M-211K sh
Last 4 quarters · free
Reported Aug 14, 2026
FundActionChange in dollarValue% of portfolioReported
Bragg Financial Advisors, IncNew Buy+$12.8M$12.8M0.34%Aug 12, 2026
Wellington Management Group LLPReduce 18.37%-$5.83M$25.9M0.00%Aug 14, 2026
Heartland Advisors IncAdded 54.90%+$4.34M$12.2M0.55%Aug 11, 2026
Reaves W H & Co IncReduce 16.66%-$2.18M$10.9M0.17%Jul 30, 2026
Segall Bryant & Hamill, LLCNew Buy+$1.53M$1.53M0.02%Aug 12, 2026
Wedge Capital Management L L PAdded 87.09%+$1.27M$2.73M0.05%Jul 10, 2026
CSM Advisors, LLCAdded 16.35%+$1.16M$8.25M0.18%Aug 14, 2026
New Hampshire TrustAdded 276.92%+$931K$1.27M0.24%Jul 27, 2026
Midwest Trust CoAdded 276.92%+$931K$1.27M0.01%Aug 5, 2026
Boston Trust Walden CorpReduce 5.08%-$910K$17M0.13%Jul 24, 2026
Horizon Investments, LLCAdded 391250.00%+$825K$825K0.01%Aug 13, 2026
Quantinno Capital Management LPAdded 36.47%+$794K$2.97M0.00%Aug 13, 2026
Thrivent Financial for LutheransAdded 42.08%+$770K$2.6M0.00%Aug 14, 2026
Aristotle Capital Boston, LLCReduce 4.95%-$680K$13M0.88%Aug 14, 2026
Hotchkis & Wiley Capital Management LLCAdded 6.32%+$417K$7.02M0.02%Aug 14, 2026
Empirical Asset Management, LLCSell 100%-$304K$00.00%Aug 10, 2026
Great Lakes Advisors, LLCReduce 11.18%-$288K$2.28M0.02%Aug 10, 2026
Vise Technologies, Inc.New Buy+$267K$267K0.00%Aug 11, 2026
Commonwealth Financial Services, LLCSell 100%-$253K$00.00%Jul 15, 2026
Graham Capital Management, L.P.New Buy+$241K$241K0.00%Aug 14, 2026
Frontier Capital Management Co LLCAdded 0.83%+$239K$29.2M0.27%Aug 14, 2026
Caxton Associates LLPSell 100%-$222K$00.00%Aug 14, 2026
Inceptionr LLCSell 100%-$213K$00.00%Aug 11, 2026
Bokf, NANew Buy+$192K$192K0.00%Aug 10, 2026
Susquehanna Portfolio Strategies, LLCAdded 22.71%+$191K$1.03M0.02%Aug 14, 2026
CANADA LIFE ASSURANCE CoAdded 12.55%+$182K$1.63M0.00%Aug 13, 2026
Inspire Investing, LLCAdded 30.69%+$159K$679K0.03%Aug 12, 2026
LSV Asset ManagementReduce 18.40%-$158K$701K0.00%Aug 6, 2026
Johnson Financial Group, Inc.New Buy+$158K$158K0.01%Aug 10, 2026
State of Alaska, Department of RevenueReduce 31.48%-$155K$338K0.00%Jul 20, 2026
Aigen Investment Management, LPAdded 60.44%+$150K$397K0.11%Aug 14, 2026
Evergreen Capital Management LLCAdded 60.23%+$139K$371K0.01%Jul 23, 2026
Public Sector Pension Investment BoardReduce 4.09%-$139K$3.25M0.01%Aug 13, 2026
State of New Jersey Common Pension Fund DReduce 3.92%-$108K$2.63M0.01%Aug 4, 2026
Hennessy Advisors IncAdded 12.50%+$89.6K$806K0.03%Jul 16, 2026
Daiwa Securities Group Inc.Sell 100%-$69.6K$00.00%Jul 31, 2026
Guggenheim Capital LLCReduce 19.79%-$65.9K$267K0.00%Aug 12, 2026
Wernau Asset Management Inc.Added 2.77%+$63.2K$2.35M1.22%Jul 31, 2026
CX InstitutionalSell 100%-$48K$00.00%Jul 2, 2026
Maryland State Retirement & Pension SystemAdded 4.87%+$46.7K$1.01M0.02%Jul 30, 2026
1620 Investment Advisors, Inc.Reduce 14.44%-$34.8K$206K0.13%Jul 14, 2026
Exchange Traded Concepts, LLCAdded 1.51%+$33.4K$2.24M0.01%Aug 11, 2026
Virtus Advisers, LLCAdded 13.62%+$30K$250K0.10%Aug 11, 2026
Amova Asset Management Americas, Inc.New Buy+$29K$29K0.00%Aug 13, 2026
Bessemer Group IncReduce 66.23%-$21.6K$11K0.00%Aug 12, 2026
Aurora Investment CounselReduce 5.53%-$17.5K$299K0.15%Aug 10, 2026
First Citizens Bank & Trust CoReduce 4.46%-$17.4K$372K0.01%Jul 13, 2026
Envestnet Portfolio Solutions, Inc.Reduce 4.57%-$17.1K$356K0.00%Jul 20, 2026
Yousif Capital Management, LLCReduce 6.56%-$16.5K$235K0.00%Jul 16, 2026
Anchor Capital Advisors LLCReduce 0.67%-$14.2K$2.11M0.06%Aug 5, 2026
Addison Advisors LLCReduce 50.00%-$11.3K$11.3K0.01%Aug 10, 2026
Illinois Municipal Retirement FundReduce 1.36%-$6.32K$459K0.01%Aug 12, 2026
Twin Peaks Wealth Advisors, LLCSell 100%-$4.75K$00.00%Aug 13, 2026
BNP PARIBAS ASSET MANAGEMENT Holding S.A.Added 11.05%+$4.27K$42.9K0.00%Aug 13, 2026
Bare Financial Services, IncAdded 104.92%+$3.37K$6.59K0.00%Jul 27, 2026
Silver Grove Financial Group, Inc.New Buy+$1.48K$1.48K0.00%Aug 13, 2026
MassMutual Private Wealth & Trust, FSBAdded 17.89%+$1.16K$7.64K0.00%Jul 2, 2026
Investors Portfolio Services LLCSell 100%-$913$00.00%Aug 14, 2026
Pinnacle Wealth Planning Services, Inc.Reduce 1.97%-$896$44.6K0.00%Aug 7, 2026
Keating Financial Advisory Services, Inc.Sell 100%-$731$00.00%Aug 11, 2026
Rialto Wealth Management, LLCAdded 100.00%+$527$1.05K0.00%Aug 11, 2026
UMB Bank, n.a.Added 3.89%+$527$14.1K0.00%Aug 13, 2026
Gilpin Wealth Management, LLCAdded 250.00%+$264$3690.00%Jul 24, 2026
JFS Wealth Advisors, LLCNew Buy+$159$1590.00%Jul 10, 2026
Hughes Financial Services, LLCReduce 66.67%-$106$530.00%Jul 20, 2026
Davis Capital ManagementNew Buy+$53$530.00%Jul 16, 2026

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