Unitil Ownership | Who Owns Unitil?
Unitil Ownership Summary
Unitil is owned by 87.03% institutional investors, 2.14% insiders, and 10.84% 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 6.01% of its assets in Unitil shares.
UTL Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Unitil | 87.03% | 2.14% | 10.84% |
| Sector | Utilities Stocks | 65.34% | 6.66% | 28.01% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Blackrock | 2.90M | 18.02% | $150.24M |
| Blackrock funding, inc. /de | 2.89M | 16.16% | $152.44M |
| Vanguard group | 1.54M | 9.06% | $74.53M |
| Vanguard capital management | 803.47K | 4.49% | $42.33M |
| State street | 782.20K | 4.37% | $41.21M |
| Frontier capital management | 553.32K | 3.09% | $29.15M |
| Manufacturers life insurance company, the | 509.86K | 2.85% | $26.86M |
| Wellington management group llp | 491.47K | 2.75% | $25.90M |
| Jpmorgan chase | 475.94K | 2.66% | $25.28M |
| Geode capital management | 467.12K | 2.61% | $24.62M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Wernau asset management | 44.53K | 1.22% | $2.35M |
| Aristotle capital boston | 247.62K | 0.88% | $13.05M |
| Dc investments management | 32.85K | 0.59% | $1.73M |
| Heartland advisors | 232.35K | 0.55% | $12.24M |
| Bragg financial advisors | 243.57K | 0.34% | $12.83M |
| Frontier capital management | 553.32K | 0.27% | $29.15M |
| Foundry partners | 93.66K | 0.26% | $5.08M |
| New hampshire trust | 24.04K | 0.24% | $1.27M |
| Csm advisors | 156.54K | 0.18% | $8.25M |
| Reaves w h | 206.92K | 0.17% | $10.90M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Sixth street partners management company | 256.89K | 0.00% | 256.89K |
| Bragg financial advisors | 243.57K | 0.34% | 243.57K |
| Aqr capital management | 161.86K | 0.00% | 130.70K |
| Morgan stanley | 411.93K | 0.00% | 114.68K |
| Heartland advisors | 232.35K | 0.55% | 82.35K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Hite hedge asset management | - | - | -182.22K |
| Wellington management group llp | 491.47K | 0.00% | -110.63K |
| Jane street group | - | - | -108.20K |
| Renaissance | 407.54K | 0.03% | -82.50K |
| Hrt financial lp | 29.46K | 0.00% | -80.97K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Sixth street partners management company | 256.89K | 0.00% | 256.89K | $13.54M |
| Bragg financial advisors | 243.57K | 0.34% | 243.57K | $12.83M |
| Norges bank | 62.30K | 0.00% | 62.30K | $3.28M |
| Skopos labs | 49.23K | 0.08% | 49.23K | $2.57M |
| Dc investments management | 32.85K | 0.59% | 32.85K | $1.73M |
Sold Out
| Holder | Change |
|---|---|
| Mendota financial group | -1.00 |
| Optima capital | -1.00 |
| Transamerica financial advisors | -2.00 |
| Nelson, van denburg & campbell wealth management group | -3.00 |
| Toronto dominion bank | -4.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Jun 30, 2026 | 243 | 2.10% | 15,577,704 | 6.17% | 87 | 1.25% | 131 | 3.15% | 73 | 12.31% |
| 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% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| iShares Core S&P Small-Cap ETF | 1.10M | 6.01% | 752.00 |
| Vanguard MStar Total Stk Mkt Idx Invest | 584.68K | 3.21% | 8.71K |
| Vanguard Morn Total Stk Mkt Idx Investor | 575.98K | 3.20% | -17.13K |
| Vanguard Total Stock Mkt Idx Inv | 575.98K | 3.20% | -17.13K |
| Vanguard US Total Market Shares ETF | 511.07K | 3.15% | - |
| iShares US Infrastructure ETF | 543.22K | 3.02% | 300.90K |
| iShares Russell 2000 ETF | 443.13K | 2.43% | -7.87K |
| JHancock Small Cap Core NAV | 413.29K | 2.27% | - |
| FPA Queens Road Small Cap Value Inv | 240.07K | 1.33% | 240.07K |
| CS McKee Micro Cap Value | 235.35K | 1.31% | 26.30K |
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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