DaveManuel.com · Institutional Ownership · Who Owns It
UNITIL CORP (UTL)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
247
Reporting holders
$812.3M
Reported value
84.5%
Of shares outstanding
0.0%
Calls
0.0%
Puts
+7
Holder change
Institutions report 15,405,466 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.
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
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 |
| 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 incl. $337.2K options CALL | 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 |
| CSM Advisors, LLC | $8.2M | 156,545 | 0.18% | 5q | +16.4%+$1.2M |
| 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 |
| 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 |
| 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 |
| ANCHOR CAPITAL ADVISORS LLC | $4.2M | 79,918 | 0.06% | 26q | +98.7%+$2.1M |
| 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 |
| Public Sector Pension Investment Board | $3.2M | 61,669 | 0.01% | 21q | -4.1%-$138.5K |
| 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 | -0.9%-$24.6K |
| Thrivent Financial for Lutherans | $2.6M | 49,347 | 0.00% | 31q | +42.1%+$770.1K |
| RHUMBLINE ADVISERS | $2.5M | 47,475 | 0.00% | 31q | -11.4%-$322.6K |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | $2.4M | 45,734 | 0.02% | 20q | HELD |
| 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 |
| EXCHANGE TRADED CONCEPTS, LLC | $2.2M | 42,499 | 0.01% | 20q | +1.5%+$33.4K |
| DEUTSCHE BANK AG\ | $2.1M | 39,040 | 0.00% | 34q | -4.8%-$103.4K |
| Advisors Asset Management, Inc. | $2.0M | 37,032 | 0.03% | 17q | +9.2%+$165.2K |
| Swiss National Bank | $1.9M | 36,100 | 0.00% | 31q | +2.0%+$36.9K |
| Cambridge Investment Research Advisors, Inc. | $1.8M | 33,838 | 0.00% | 28q | +96.7%+$876.2K |
| 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 |
| DC Investments Management, LLC | $1.7M | 32,855 | 0.59% | 7q | HELD |
| CANADA LIFE ASSURANCE Co | $1.6M | 30,937 | 0.00% | 27q | +12.5%+$181.6K |
| FIFTH THIRD BANCORP | $1.6M | 30,807 | 0.00% | 19q | +46.1%+$512.4K |
| HRT FINANCIAL LP | $1.6M | 29,465 | 0.00% | 5q | -73.3%-$4.3M |
| 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 |
| 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 |
| PRICE T ROWE ASSOCIATES INC /MD/ | $1.3M | 23,755 | 0.00% | 31q | +8.8%+$101.8K |
| 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 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $1.1M | 20,613 | 0.00% | 31q | +38.4%+$301.2K |
| WELLS FARGO & COMPANY/MN | $1.1M | 20,159 | 0.00% | 31q | +67.6%+$428.6K |
| 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 |
| MERCER GLOBAL ADVISORS INC /ADV | $875.8K | 16,622 | 0.00% | 4q | +44.8%+$271.0K |
| Creative Planning | $866.6K | 16,448 | 0.00% | 15q | +24.2%+$168.8K |
| 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 |
| Corient Private Wealth LP | $817.1K | 15,508 | 0.00% | 2q | +5.6%+$43.1K |
| 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 |
| LSV ASSET MANAGEMENT | $701.0K | 13,300 | 0.00% | 2q | -18.4%-$158.1K |
| 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 |
Showing the largest 100 of 247 reported holders.
What the company announced
Form 8-K filings from the last 120 days, showing only the items worth a reader's attention. Earnings releases, exhibit attachments and general disclosures are filed constantly and are left out. Filed is when the SEC received it; event is the date the company says the thing happened.
| Filed | Event date | What | Source |
|---|---|---|---|
| 2026-10-26 | 2026-10-21 | Acquisition or disposal completed Material agreement entered Material agreement terminated | filing |
| 2026-10-19 | 2026-10-14 | Material agreement entered | filing |
| 2026-09-29 | 2026-09-24 | Material agreement entered | filing |
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 |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 55 | $31.7M | 624,048 | 7 | 22 | 11 | 0.0% |
| Q2 2026 | 247 | $812.3M | 15,405,466 | 35 | 93 | 64 | 0.0% |
| Q1 2026 | 240 | $769.0M | 14,705,452 | 35 | 80 | 60 | 0.1% |
| Q4 2025 | 218 | $716.9M | 14,783,334 | 21 | 86 | 66 | 0.1% |
| Q3 2025 | 217 | $726.0M | 15,163,299 | 25 | 92 | 64 | 0.0% |
| Q2 2025 | 220 | $692.6M | 13,280,760 | 27 | 87 | 55 | 0.0% |
| Q1 2025 | 224 | $735.4M | 12,743,831 | 30 | 54 | 89 | 0.0% |
| Q4 2024 | 205 | $694.5M | 12,809,334 | 12 | 67 | 62 | 0.0% |
| Q3 2024 | 213 | $810.9M | 13,374,486 | 25 | 58 | 72 | 0.1% |
| Q2 2024 | 199 | $671.2M | 12,955,621 | 22 | 68 | 59 | 0.0% |
| Q1 2024 | 187 | $695.2M | 13,273,605 | 19 | 57 | 64 | 0.1% |
| Q4 2023 | 182 | $697.0M | 13,253,561 | 21 | 62 | 50 | 0.0% |
| Q3 2023 | 170 | $515.4M | 12,058,475 | 12 | 49 | 73 | 0.1% |
| Q2 2023 | 179 | $615.4M | 12,125,538 | 11 | 65 | 55 | 0.0% |
| Q1 2023 | 190 | $677.1M | 11,858,528 | 27 | 58 | 55 | 0.1% |
| Q4 2022 | 178 | $612.5M | 11,918,812 | 18 | 50 | 61 | 0.1% |
| Q3 2022 | 170 | $599.2M | 12,895,985 | 26 | 48 | 52 | 0.0% |
| Q2 2022 | 171 | $780.6M | 13,295,328 | 25 | 52 | 51 | 0.0% |
| Q1 2022 | 170 | $636.5M | 12,741,611 | 27 | 48 | 56 | 0.1% |
| Q4 2021 | 159 | $751.8M | 16,350,724 | 15 | 55 | 44 | 0.0% |
| Q3 2021 | 153 | $701.1M | 16,371,393 | 17 | 59 | 30 | 0.0% |
| Q2 2021 | 147 | $835.5M | 15,764,698 | 28 | 40 | 46 | 0.0% |
| Q1 2021 | 133 | $683.6M | 14,920,249 | 9 | 35 | 56 | 0.0% |
| Q4 2020 | 136 | $664.6M | 14,978,002 | 11 | 39 | 52 | 0.0% |
| Q3 2020 | 143 | $581.8M | 14,993,201 | 14 | 48 | 54 | 0.0% |
| Q2 2020 | 145 | $673.2M | 14,974,076 | 14 | 49 | 52 | 0.0% |
| Q1 2020 | 154 | $1.1B | 21,339,118 | 19 | 43 | 55 | 0.0% |
| Q4 2019 | 157 | $934.9M | 15,128,224 | 14 | 60 | 38 | 0.0% |
| Q3 2019 | 155 | $945.7M | 14,913,263 | 20 | 58 | 37 | 0.0% |
| Q2 2019 | 147 | $874.3M | 14,592,063 | 20 | 62 | 33 | 0.1% |
| Q1 2019 | 148 | $788.0M | 14,547,928 | 14 | 45 | 50 | 0.0% |
| Q4 2018 | 148 | $1.5B | 30,486,663 | 1 | 4 | 3 | 0.0% |