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Unitil Corp (UTL)

CUSIP: 913259107 | NYSE | Utilities · Utilities - Diversified | Small Cap | 645 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

Dimensional Fund Advisors LP342,671
0.0% of portfolio›$17.4M
Boston Trust Walden Corp304,904
0.1% of portfolio›$15.5M
ProShare Advisors LLC181,808
0.0% of portfolio›$9.2M
Bank of New York Mellon Corp106,103
0.0% of portfolio›$5.4M
Principal Financial Group Inc87,137
0.0% of portfolio›$4.4M
Thrivent Financial for Lutherans68,423
0.0% of portfolio›$3.5K
Wedge Capital Management L L P64,475
0.1% of portfolio›$3.3M
Inspire Investing, LLC59,289
0.1% of portfolio›$3.0M
Exchange Traded Concepts, LLC46,312
0.0% of portfolio›$2.4M
Wernau Asset Management Inc.44,104
1.0% of portfolio›$2.2M
Anchor Capital Advisors LLC39,442
0.1% of portfolio›$2.0M
Fifth Third Bancorp34,997
0.0% of portfolio›$1.8M
North Star Investment Management Corp.33,500
0.1% of portfolio›$1.7M
State of New Jersey Common Pension Fund D31,087
0.0% of portfolio›$1.6M
Y-Intercept (Hong Kong) Ltd26,341
0.0% of portfolio›$1.3M
Creative Planning26,029
0.0% of portfolio›$1.3M
New Hampshire Trust22,401
0.2% of portfolio›$1.1M
Midwest Trust Co22,401
0.0% of portfolio›$1.1M
Ellsworth Advisors, LLC19,477
0.2% of portfolio›$988.7K
Maryland State Retirement & Pension System19,187
0.0% of portfolio›$973.9K
Hennessy Advisors Inc15,298
0.0% of portfolio›$776.5K
Wealth Enhancement Advisory Services, LLC12,553
0.0% of portfolio›$657.5K
Commonwealth Equity Services, LLC10,219
0.0% of portfolio›$518.7K
Cambridge Investment Research Advisors, Inc.8,874
0.0% of portfolio›$450
Illinois Municipal Retirement Fund8,692
0.0% of portfolio›$441.2K
Louisiana State Employees Retirement System7,800
0.0% of portfolio›$395.9K
Vise Technologies, Inc.6,991
0.0% of portfolio›$354.8K
Evergreen Capital Management LLC6,770
0.0% of portfolio›$343.6K
MacKenzie Financial Corp6,307
0.0% of portfolio›$320.1K
Sterling Capital Management LLC5,982
0.0% of portfolio›$303.6K
Signature Wealth Management Partners, LLC5,876
0.1% of portfolio›$298.3K
Gamma Investing LLC5,572
0.0% of portfolio›$282.8K
New York State Teachers Retirement System5,564
0.0% of portfolio›$282
Pictet Asset Management Holding SA5,556
0.0% of portfolio›$282.0K
Summit Global Investments5,071
0.0% of portfolio›$257
Arizona State Retirement System5,067
0.0% of portfolio›$257.2K
Amalgamated Bank4,724
0.0% of portfolio›$240
Citigroup Inc4,699
0.0% of portfolio›$238.5K
Yousif Capital Management, LLC4,548
0.0% of portfolio›$230.9K
Commonwealth of Pennsylvania Public School Empls Retrmt SYS4,297
0.0% of portfolio›$218.1K
Swiss Life Asset Management Ltd4,283
0.0% of portfolio›$217.4K
Oregon Public Employees Retirement Fund4,127
0.0% of portfolio›$209.5K
1620 Investment Advisors, Inc.3,837
0.1% of portfolio›$194.8K
State of Alaska, Department of Revenue3,574
0.0% of portfolio›$180
Bokf, NA3,486
0.0% of portfolio›$176.9K
Cedar Mountain Advisors, LLC2,688
0.0% of portfolio›$136.4K
Nisa Investment Advisors, LLC2,195
0.0% of portfolio›$111.4K
Signaturefd, LLC1,232
0.0% of portfolio›$62.5K
Pinnacle Wealth Planning Services, Inc.858
0.0% of portfolio›$43.6K
Simplex Trading, LLC733
0.0% of portfolio›$37.2K
Larson Financial Group LLC607
0.0% of portfolio›$30.8K
Farther Finance Advisors, LLC546
0.0% of portfolio›$27.7K
EverSource Wealth Advisors, LLC440
0.0% of portfolio›$22.3K
Versant Capital Management, Inc401
0.0% of portfolio›$20.4K
Salomon & Ludwin, LLC376
0.0% of portfolio›$19.1K
Piscataqua Savings Bank300
0.0% of portfolio›$15.2K
Parallel Advisors, LLC296
0.0% of portfolio›$15.0K
US Bancorp \de\291
0.0% of portfolio›$14.8K
Essential Partners LLC216
0.0% of portfolio›$11.0K
Eastern Bank176
0.0% of portfolio›$8.9K
Covestor Ltd175
0.0% of portfolio›$9
Blue Trust, Inc.168
0.0% of portfolio›$8.5K
Gen-Wealth Partners Inc168
0.0% of portfolio›$8.5K
Trust Co of Vermont150
0.0% of portfolio›$7.6K
MassMutual Private Wealth & Trust, FSB145
0.0% of portfolio›$7.4K
Bare Financial Services, Inc125
0.0% of portfolio›$6.3K
IFP Advisors, Inc114
0.0% of portfolio›$5.8K
Parkside Financial Bank & Trust106
0.0% of portfolio›$5.4K
TD Private Client Wealth LLC85
0.0% of portfolio›$4.3K
True Wealth Design, LLC67
0.0% of portfolio›$3.4K
Root Financial Partners, LLC64
0.0% of portfolio›$3.2K
Provenance Wealth Advisors, LLC64
0.0% of portfolio›$3.2K
GK Wealth Management LLC52
0.0% of portfolio›$2.7K
Physician Wealth Advisors, Inc.46
0.0% of portfolio›$2.3K
Capital Advisors, Ltd. LLC40
0.0% of portfolio›$2
Fortitude Family Office, LLC32
0.0% of portfolio›$1.6K
Silver Grove Financial Group, Inc.29
0.0% of portfolio›$1.5K
Farmers & Merchants Investments Inc19
0.0% of portfolio›$964
SJS Investment Consulting Inc.19
0.0% of portfolio›$965
Ascentis Wealth Management, LLC15
0.0% of portfolio›$761
Assetmark, Inc9
0.0% of portfolio›$457
UMB Private Wealth Management, LLC8
0.0% of portfolio›$406
Valley National Advisers Inc7
0.0% of portfolio›$356
Gilpin Wealth Management, LLC6
0.0% of portfolio›$305
JFS Wealth Advisors, LLC3
0.0% of portfolio›$153
SBI Securities Co., Ltd.3
0.0% of portfolio›$152
Financial Consulate, Inc2
0.0% of portfolio›$102
Hughes Financial Services, LLC2
0.0% of portfolio›$110
Davis Capital Management1
0.0% of portfolio›$51
StyleTurnoverLocationFiled
Dimensional Fund Advisors LP
342,671$17.4M0.0%IndexLowAustin, TX2026-11-04
Boston Trust Walden Corp
304,904$15.5M0.1%CoreLowBoston, MA2026-10-30
ProShare Advisors LLC
181,808$9.2M0.0%GrowthLowBethesda, MD2026-10-29
Bank of New York Mellon Corp
106,103$5.4M0.0%CoreLowNew York, NY2026-11-05
Principal Financial Group Inc
87,137$4.4M0.0%CoreLowDes Moines, IA2026-11-02
Thrivent Financial for Lutherans
68,423$3.5K0.0%GARPMediumMinneapolis, MN2026-11-05
Wedge Capital Management L L P
64,475$3.3M0.1%ValueMediumCharlotte, NC2026-10-13
Inspire Investing, LLC
59,289$3.0M0.1%GARPHighMeridian, ID2026-10-22
Exchange Traded Concepts, LLC
46,312$2.4M0.0%GrowthMediumOklahoma City, OK2026-10-28
Wernau Asset Management Inc.
44,104$2.2M1.0%CoreVery LowGloucester, MA2026-10-19
Anchor Capital Advisors LLC
39,442$2.0M0.1%ValueMediumBoston, MA2026-11-05
Fifth Third Bancorp
34,997$1.8M0.0%IndexVery LowCincinnati, OH2026-11-05
North Star Investment Management Corp.
33,500$1.7M0.1%CoreLowChicago, IL2026-10-27
State of New Jersey Common Pension Fund D
31,087$1.6M0.0%CoreLowTrenton, NJ2026-11-05
Y-Intercept (Hong Kong) Ltd
26,341$1.3M0.0%ValueVery HighHong Kong, South Korea2026-10-16
Creative Planning
26,029$1.3M0.0%IndexVery LowOverland Park, KS2026-11-02
New Hampshire Trust
22,401$1.1M0.2%CoreLowConcord, NH2026-10-20
Midwest Trust Co
22,401$1.1M0.0%CoreLowOverland Park, KS2026-10-22
Ellsworth Advisors, LLC
19,477$988.7K0.2%GARPHighHudson, OH2026-10-15
Maryland State Retirement & Pension System
19,187$973.9K0.0%IndexVery LowBaltimore, MD2026-11-05
Hennessy Advisors Inc
15,298$776.5K0.0%Deep ValueMediumNovato, CA2026-10-28
Wealth Enhancement Advisory Services, LLC
12,553$657.5K0.0%CoreLowPlymouth, MN2026-10-13
Commonwealth Equity Services, LLC
10,219$518.7K0.0%ETFLowWaltham, MA2026-11-02
Cambridge Investment Research Advisors, Inc.
8,874$4500.0%ETFLowFairfield, IA2026-11-02
Illinois Municipal Retirement Fund
8,692$441.2K0.0%CoreMediumOak Brook, IL2026-11-05
Louisiana State Employees Retirement System
7,800$395.9K0.0%IndexLowBaton Rouge, LA2026-10-20
Vise Technologies, Inc.
6,991$354.8K0.0%IndexLowNew York, NY2026-10-29
Evergreen Capital Management LLC
6,770$343.6K0.0%GARPMediumBellevue, WA2026-10-23
MacKenzie Financial Corp
6,307$320.1K0.0%CoreMediumToronto Ontario, Australia2026-11-02
Sterling Capital Management LLC
5,982$303.6K0.0%GARPMediumCharlotte, NC2026-10-22
Signature Wealth Management Partners, LLC
5,876$298.3K0.1%GrowthVery LowMontvale, NJ2026-10-21
Gamma Investing LLC
5,572$282.8K0.0%IndexVery LowFoster City, CA2026-10-08
New York State Teachers Retirement System
5,564$2820.0%CoreVery LowAlbany, NY2026-10-22
Pictet Asset Management Holding SA
5,556$282.0K0.0%GrowthMediumCarouge, Switzerland2026-11-03
Summit Global Investments
5,071$2570.0%CoreMediumBountiful, UT2026-10-28
Arizona State Retirement System
5,067$257.2K0.0%IndexVery LowPhoenix, AZ2026-11-03
Amalgamated Bank
4,724$2400.0%CoreVery LowNew York, NY2026-10-23
Citigroup Inc
4,699$238.5K0.0%CoreMediumNew York, NY2026-11-04
Yousif Capital Management, LLC
4,548$230.9K0.0%IndexVery LowBloomfield Hills, MI2026-10-22
Commonwealth of Pennsylvania Public School Empls Retrmt SYS
4,297$218.1K0.0%CoreLowHarrisburg, PA2026-11-03
Swiss Life Asset Management Ltd
4,283$217.4K0.0%CoreLowZurich, Switzerland2026-11-03
Oregon Public Employees Retirement Fund
4,127$209.5K0.0%IndexVery LowTigard, OR2026-10-30
1620 Investment Advisors, Inc.
3,837$194.8K0.1%ValueLowPlymouth, MA2026-11-04
State of Alaska, Department of Revenue
3,574$1800.0%CoreVery LowJuneau, AK2026-10-15
Bokf, NA
3,486$176.9K0.0%CoreLowTulsa, OK2026-10-27
Cedar Mountain Advisors, LLC
2,688$136.4K0.0%ETFVery LowLake Oswego, OR2026-10-15
Nisa Investment Advisors, LLC
2,195$111.4K0.0%IndexVery LowSt. Louis, MO2026-10-20
Signaturefd, LLC
1,232$62.5K0.0%IndexLowAtlanta, GA2026-10-23
Pinnacle Wealth Planning Services, Inc.
858$43.6K0.0%GARPLowMansfield, OH2026-10-27
Simplex Trading, LLC
733$37.2K0.0%CoreVery HighChicago, IL2026-11-04
Larson Financial Group LLC
607$30.8K0.0%GrowthLowSt Louis, MO2026-11-05
Farther Finance Advisors, LLC
546$27.7K0.0%IndexLowSan Francisco, CA2026-10-08
EverSource Wealth Advisors, LLC
440$22.3K0.0%CoreMediumBirmingham, AL2026-11-04
Versant Capital Management, Inc
401$20.4K0.0%GARPLowPhoenix, AZ2026-10-02
Salomon & Ludwin, LLC
376$19.1K0.0%ETFVery LowRichmond, VA2026-10-29
Piscataqua Savings Bank
300$15.2K0.0%CoreVery LowPortsmouth, NH2026-10-21
Parallel Advisors, LLC
296$15.0K0.0%IndexLowSan Francisco, CA2026-11-03
US Bancorp \de\
291$14.8K0.0%IndexLowMinneapolis, MN2026-11-05
Essential Partners LLC
216$11.0K0.0%ValueMediumRancho Santa Fe, CA2026-10-14
Eastern Bank
176$8.9K0.0%GrowthMediumBoston, MA2026-10-05
Covestor Ltd
175$90.0%ValueHighLondon, United Kingdom2026-10-30
Blue Trust, Inc.
168$8.5K0.0%ETFLowBrentwood, TN2026-10-15
Gen-Wealth Partners Inc
168$8.5K0.0%CoreLowZeeland, MI2026-11-04
Trust Co of Vermont
150$7.6K0.0%CoreVery LowBrattleboro, VT2026-10-21
MassMutual Private Wealth & Trust, FSB
145$7.4K0.0%CoreLowSpringfield, MA2026-10-05
Bare Financial Services, Inc
125$6.3K0.0%ETFVery LowGap, PA2026-11-04
IFP Advisors, Inc
114$5.8K0.0%GrowthLowTampa, FL2026-10-16
Parkside Financial Bank & Trust
106$5.4K0.0%CoreVery LowSaint Louis, MO2026-10-27
TD Private Client Wealth LLC
85$4.3K0.0%ETFLowNew York, NY2026-10-28
True Wealth Design, LLC
67$3.4K0.0%ETFMediumAkron, OH2026-10-13
Root Financial Partners, LLC
64$3.2K0.0%ETFMediumEncinitas, CA2026-10-21
Provenance Wealth Advisors, LLC
64$3.2K0.0%ETFLowFort Lauderdale, FL2026-10-30
GK Wealth Management LLC
52$2.7K0.0%GARPVery HighReno, NV2026-10-09
Physician Wealth Advisors, Inc.
46$2.3K0.0%ETFMediumMidvale, UT2026-10-20
Capital Advisors, Ltd. LLC
40$20.0%ETFLowShaker Heights, OH2026-10-27
Fortitude Family Office, LLC
32$1.6K0.0%ETFMediumScottsdale, AZ2026-10-14
Silver Grove Financial Group, Inc.
29$1.5K0.0%CoreMediumOrchard Park, NY2026-11-05
Farmers & Merchants Investments Inc
19$9640.0%CoreVery LowLincoln, NE2026-10-22
SJS Investment Consulting Inc.
19$9650.0%ETFVery LowSylvania, OH2026-10-26
Ascentis Wealth Management, LLC
15$7610.0%Agg GrowthLowDallas, TX2026-11-03
Assetmark, Inc
9$4570.0%ETFLowConcord, CA2026-10-21
UMB Private Wealth Management, LLC
8$4060.0%GrowthN/AKansas City, MO2026-10-19
Valley National Advisers Inc
7$3560.0%ETFLowBethlehem, PA2026-10-23
Gilpin Wealth Management, LLC
6$3050.0%GrowthLowDenver, CO2026-10-09
JFS Wealth Advisors, LLC
3$1530.0%ETFVery LowHermitage, PA2026-11-03
SBI Securities Co., Ltd.
3$1520.0%Agg GrowthLowTokyo, Mexico2026-10-22
Financial Consulate, Inc
2$1020.0%ETFLowHunt Valley, MD2026-10-23
Hughes Financial Services, LLC
2$1100.0%ETFLowHerndon, VA2026-10-30
Davis Capital Management
1$510.0%CoreLowJacksonville, FL2026-10-08