Unitil Ownership | Who Owns Unitil?
Unitil Ownership Summary
Unitil is owned by 23.21% institutional investors, 2.15% insiders, and 74.64% retail investors. Blackrock is the largest institutional shareholder, holding 18.02% of UTL shares. iShares Core S&P Small-Cap ETF is the top mutual fund, with 6.10% of its assets in Unitil shares.
UTL Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Unitil | 23.21% | 2.15% | 74.64% |
| Sector | Utilities Stocks | 42.99% | 8.09% | 48.92% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Blackrock | 2.90M | 18.02% | $150.24M |
| Blackrock funding, inc. /de | 2.83M | 16.11% | $148.02M |
| Vanguard group | 1.54M | 9.06% | $74.53M |
| State street | 734.93K | 4.18% | $38.39M |
| Wellington management group llp | 602.10K | 3.42% | $31.45M |
| Frontier capital management | 548.78K | 3.12% | $28.67M |
| Manufacturers life insurance company, the | 511.03K | 2.90% | $26.70M |
| Renaissance | 490.04K | 2.79% | $25.60M |
| Jpmorgan chase | 486.08K | 2.76% | $25.83M |
| Geode capital management | 432.66K | 2.46% | $22.60M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Wernau asset management | 43.33K | 1.58% | $2.26M |
| Aristotle capital boston | 260.52K | 0.84% | $13.61M |
| Dc investments management | 32.85K | 0.65% | $1.57M |
| Heartland advisors | 150.00K | 0.40% | $7.84M |
| Frontier capital management | 548.78K | 0.29% | $28.67M |
| Foundry partners | 93.66K | 0.26% | $5.08M |
| Reaves w h | 248.28K | 0.22% | $12.97M |
| Aurora investment counsel | 6.00K | 0.17% | $313.70K |
| Csm advisors | 134.54K | 0.17% | $7.03M |
| 1620 investment advisors | 4.57K | 0.16% | $238.74K |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Heartland advisors | 150.00K | 0.40% | 150.00K |
| Two sigma investments, lp | 271.99K | 0.01% | 142.74K |
| Vanguard fiduciary trust | 117.55K | 0.00% | 117.55K |
| Jane street group | 108.20K | 0.00% | 108.20K |
| Hrt financial lp | 110.44K | 0.01% | 99.14K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Blackrock funding, inc. /de | 2.83M | 0.00% | -430.61K |
| Hite hedge asset management | - | - | -182.22K |
| Fmr | 10.73K | - | -160.15K |
| Assenagon asset management | - | - | -75.99K |
| Jpmorgan chase | 486.08K | 0.00% | -71.74K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Heartland advisors | 150.00K | 0.40% | 150.00K | $7.84M |
| Vanguard fiduciary trust | 117.55K | 0.00% | 117.55K | $6.14M |
| Skopos labs | 49.23K | 0.08% | 49.23K | $2.57M |
| Trexquant investment lp | 31.02K | 0.01% | 31.02K | $1.62M |
| Xtx topco | 22.52K | 0.02% | 22.52K | $1.18M |
Sold Out
| Holder | Change |
|---|---|
| Optima capital | -1.00 |
| Mendota financial group | -1.00 |
| Transamerica financial advisors | -2.00 |
| Fortitude family office | -3.00 |
| Nelson, van denburg & campbell wealth management group | -3.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Mar 31, 2026 | 117 | -46.08% | 4,082,759 | -72.36% | 23 | 0.33% | 56 | -50.88% | 33 | -52.17% |
| Dec 31, 2025 | 67 | -68.98% | 2,760,765 | -81.03% | 16 | 0.20% | 35 | -70.59% | 17 | -73.44% |
| 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% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| iShares Core S&P Small-Cap ETF | 1.10M | 6.10% | 282.00 |
| Vanguard Total Stock Mkt Idx Inv | 597.58K | 3.32% | 6.02K |
| Vanguard US Total Market Shares ETF | 511.07K | 3.15% | - |
| iShares US Infrastructure ETF | 543.22K | 3.02% | 300.90K |
| JHancock Small Cap Core NAV | 413.29K | 2.30% | - |
| iShares Russell 2000 ETF | 407.79K | 2.27% | 3.43K |
| Reaves Utility Income | 248.28K | 1.38% | -26.73K |
| Foundry Partners Micro Cap Value | 207.54K | 1.27% | 14.33K |
| CS McKee Micro Cap Value | 209.06K | 1.16% | - |
| Vanguard Institutional Extnd Mkt Idx Tr | 201.86K | 1.12% | 1.32K |
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 |
|---|---|---|
| 2026 Q1 | - | - |
| 2025 Q4 | - | - |
| 2025 Q2 | - | - |
| 2025 Q1 | - | - |
| 2024 Q4 | - | - |
UTL Ownership FAQ
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