Unitil Ownership | Who Owns Unitil?
Unitil Ownership Summary
Unitil is owned by 78.31% institutional investors, 2.02% insiders, and 19.66% retail investors. Blackrock funding, inc. /de is the largest institutional shareholder, holding 18.86% of UTL shares. iShares Core S&P Small-Cap ETF is the top mutual fund, with 6.01% of its assets in Unitil shares.
UTL Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Unitil | 78.31% | 2.02% | 19.66% |
| Sector | Utilities Stocks | 38.76% | 7.96% | 53.28% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Blackrock funding, inc. /de | 3.04M | 18.86% | $164.56M |
| Blackrock | 2.90M | 18.02% | $150.24M |
| Vanguard group | 1.28M | 7.97% | $69.53M |
| State street | 682.08K | 4.24% | $35.32M |
| Jpmorgan chase | 593.19K | 3.68% | $32.15M |
| Manufacturers life insurance company, the | 560.94K | 3.48% | $30.40M |
| Aristotle capital boston | 440.67K | 2.74% | $22.82M |
| Renaissance | 435.84K | 2.71% | $23.62M |
| Dimensional fund advisors lp | 426.99K | 2.65% | $23.14M |
| Boston trust walden | 387.44K | 2.41% | $21.00M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Aristotle capital boston | 440.67K | 0.77% | $22.82M |
| Wakefield asset management lllp | 16.49K | 0.30% | $893.70K |
| Foundry partners | 93.66K | 0.26% | $5.08M |
| 1620 investment advisors | 5.70K | 0.23% | $309.05K |
| Signature wealth management partners | 5.88K | 0.22% | $318.42K |
| Aurora investment counsel | 6.62K | 0.20% | $358.74K |
| Ellsworth advisors | 10.58K | 0.15% | $573.44K |
| Boston trust walden | 387.44K | 0.15% | $21.00M |
| Frontier capital management | 262.03K | 0.13% | $14.20M |
| North star investment management | 33.50K | 0.13% | $1.82M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Blackrock funding, inc. /de | 3.04M | 0.00% | 124.97K |
| Ubs group | 96.24K | 0.00% | 76.00K |
| Manufacturers life insurance company, the | 560.94K | 0.03% | 49.13K |
| Millennium management | 52.66K | 0.00% | 47.92K |
| Raymond james financial | 38.43K | 0.00% | 38.43K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Proshare advisors | 139.12K | 0.02% | -109.07K |
| Assenagon asset management | - | - | -75.99K |
| Deprince race & zollo | - | - | -35.40K |
| Russell investments group | 40.66K | 0.00% | -33.20K |
| Jpmorgan chase | 593.19K | 0.00% | -24.00K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Raymond james financial | 38.43K | 0.00% | 38.43K | $2.08M |
| D. e. shaw | 8.95K | 0.00% | 8.95K | $484.84K |
| Dynamic technology lab private | 8.32K | 0.07% | 8.32K | $451.00K |
| Susquehanna fundamental investments | 4.50K | 0.00% | 4.50K | $243.91K |
| Lido advisors | 4.09K | 0.00% | 4.09K | $221.46K |
Sold Out
| Holder | Change |
|---|---|
| Ifp advisors | -1.00 |
| Mendota financial group | -1.00 |
| Nelson, van denburg & campbell wealth management group | -3.00 |
| Toronto dominion bank | -4.00 |
| Srs capital advisors | -5.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Mar 31, 2025 | 220 | 6.80% | 12,686,476 | -0.84% | 78 | 1.24% | 86 | -8.51% | 86 | 36.51% |
| Dec 31, 2024 | 188 | -12.56% | 11,501,263 | -9.96% | 71 | 1.13% | 84 | -3.45% | 58 | -22.67% |
| Sep 30, 2024 | 213 | 5.97% | 12,759,655 | 3.30% | 79 | 1.35% | 85 | -12.37% | 75 | 19.05% |
| Jun 30, 2024 | 198 | 5.32% | 12,346,439 | 0.76% | 76 | 1.32% | 95 | 18.75% | 63 | -4.55% |
| Mar 31, 2024 | 188 | 3.87% | 12,253,678 | -1.06% | 76 | 1.29% | 80 | -12.09% | 66 | 13.79% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| iShares Core S&P Small-Cap ETF | 976.67K | 6.01% | -609.00 |
| JHancock Small Cap Core NAV | 566.75K | 3.49% | 36.27K |
| Vanguard Total Stock Mkt Idx Inv | 523.40K | 3.22% | 4.92K |
| Vanguard US Total Market Shares ETF | 511.07K | 3.15% | - |
| iShares Russell 2000 ETF | 388.51K | 2.39% | 189.00 |
| iShares US Infrastructure ETF | 311.16K | 1.91% | - |
| Vanguard Institutional Extnd Mkt Idx Tr | 249.58K | 1.54% | 643.00 |
| Foundry Partners Micro Cap Value | 170.45K | 1.05% | 34.58K |
| Fidelity Small Cap Index | 158.75K | 0.98% | - |
| Boston Trust Walden Small Cap | 153.07K | 0.94% | -2.24K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Mar 23, 2021 | BLACK TODD R | Senior Vice President | Sell | $291.20K |
| Dec 30, 2020 | Hevert Robert B | SVP, CFO & Treasurer | Buy | $8.65K |
| Dec 29, 2020 | MEISSNER THOMAS P JR | Chairman, President & CEO | Buy | $4.30K |
| Dec 29, 2020 | MEISSNER THOMAS P JR | Chairman, President & CEO | Buy | $38.70K |
| Dec 29, 2020 | Hevert Robert B | SVP, CFO & Treasurer | Buy | $4.29K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2025 Q2 | - | - |
| 2025 Q1 | - | - |
| 2024 Q4 | - | - |
| 2024 Q1 | - | - |
| 2023 Q4 | - | - |
UTL Ownership FAQ
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