Unitil Ownership | Who Owns Unitil?
Unitil Ownership Summary
Unitil is owned by 26.49% institutional investors, 1.92% insiders, and 71.58% retail investors. Blackrock funding, inc. /de is the largest institutional shareholder, holding 19.03% of UTL shares. iShares Core S&P Small-Cap ETF is the top mutual fund, with 5.43% of its assets in Unitil shares.
UTL Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Unitil | 26.49% | 1.92% | 71.58% |
| Sector | Utilities Stocks | 39.62% | 7.97% | 52.41% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Blackrock funding, inc. /de | 3.08M | 19.03% | $147.58M |
| Blackrock | 2.90M | 18.02% | $150.24M |
| Vanguard group | 1.47M | 9.08% | $70.41M |
| Manufacturers life insurance company, the | 711.29K | 4.39% | $34.04M |
| State street | 690.09K | 4.26% | $33.03M |
| Jpmorgan chase | 608.08K | 3.75% | $29.10M |
| Renaissance | 484.04K | 2.99% | $23.17M |
| Frontier capital management | 463.49K | 2.86% | $22.18M |
| Boston trust walden | 413.64K | 2.55% | $19.80M |
| Geode capital management | 399.67K | 2.47% | $19.13M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Wernau asset management | 42.73K | 1.39% | $2.04M |
| Aristotle capital boston | 300.59K | 0.74% | $14.39M |
| Dc investments management | 32.85K | 0.65% | $1.57M |
| Hite hedge asset management | 174.22K | 0.45% | $8.34M |
| Foundry partners | 93.66K | 0.26% | $5.08M |
| Reaves w h | 275.00K | 0.23% | $13.16M |
| Frontier capital management | 463.49K | 0.20% | $22.18M |
| Csm advisors | 141.32K | 0.19% | $6.76M |
| 1620 investment advisors | 5.16K | 0.17% | $246.96K |
| Aurora investment counsel | 6.38K | 0.16% | $305.35K |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Wellington management group llp | 309.94K | 0.00% | 284.52K |
| Reaves w h | 275.00K | 0.23% | 275.00K |
| Blackrock funding, inc. /de | 3.08M | 0.00% | 179.40K |
| Hite hedge asset management | 174.22K | 0.45% | 174.22K |
| Frontier capital management | 463.49K | 0.20% | 102.59K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| State street | 690.09K | 0.00% | -95.82K |
| Assenagon asset management | - | - | -75.99K |
| Royal bank of canada | 95.23K | 0.00% | -66.19K |
| Deprince race & zollo | - | - | -35.40K |
| Ubs asset management americas | 57.16K | 0.00% | -32.02K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Reaves w h | 275.00K | 0.23% | 275.00K | $13.16M |
| Hite hedge asset management | 174.22K | 0.45% | 174.22K | $8.34M |
| Aventail capital group, lp | 63.33K | 0.14% | 63.33K | $3.03M |
| Alyeska investment group | 60.00K | 0.01% | 60.00K | $2.87M |
| Squarepoint ops | 28.75K | 0.00% | 28.75K | $1.38M |
Sold Out
| Holder | Change |
|---|---|
| Mendota financial group | -1.00 |
| Ifp advisors | -1.00 |
| Nelson, van denburg & campbell wealth management group | -3.00 |
| Toronto dominion bank | -4.00 |
| Huntington national bank | -5.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Sep 30, 2025 | 94 | -56.88% | 4,291,785 | -67.26% | 26 | 0.40% | 42 | -65.00% | 34 | -42.37% |
| Jun 30, 2025 | 213 | -4.91% | 13,090,882 | 2.96% | 80 | 1.31% | 117 | 34.48% | 58 | -34.83% |
| 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% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| iShares Core S&P Small-Cap ETF | 971.29K | 5.43% | - |
| JHancock Small Cap Core NAV | 594.92K | 3.32% | -6.02K |
| Vanguard Total Stock Mkt Idx Inv | 521.63K | 3.20% | -10.13K |
| Vanguard US Total Market Shares ETF | 511.07K | 3.15% | - |
| iShares US Infrastructure ETF | 407.28K | 2.28% | - |
| iShares Russell 2000 ETF | 374.06K | 2.09% | - |
| Foundry Partners Micro Cap Value | 207.54K | 1.27% | 14.33K |
| Vanguard Institutional Extnd Mkt Idx Tr | 177.01K | 1.09% | -76.38K |
| Boston Trust Walden Small Cap | 151.43K | 0.93% | -340.00 |
| Fidelity Small Cap Index | 161.23K | 0.90% | 1.00 |
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 Q4 | - | - |
| 2025 Q2 | - | - |
| 2025 Q1 | - | - |
| 2024 Q4 | - | - |
| 2024 Q1 | - | - |
UTL Ownership FAQ
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