UNITIL CORP (UTL) — Institutional Holders, Q2 2026 (page 3)
245 institutional investment managers reported a UTL position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $807.6M. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 201 to 245. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
UTL 13F holders ranked 201–245 of 245
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 201 | EASTERN BANK#201 · 176 sh | 176 | $9.3K | — | 0.0% |
| 202 | Covestor Ltd#202 · 186 sh | 186 | $9.0K | <0.01% | +12.0% |
| 203 | Ronald Blue#203 · 168 sh | 168 | $8.9K | — | 0.0% |
| 204 | Gen-Wealth Partners#204 · 168 sh | 168 | $8.9K | <0.01% | 0.0% |
| 205 | Kilter Group#205 · 166 sh | 166 | $8.7K | <0.01% | New |
| 206 | FEDERATED HERMES#206 · 153 sh | 153 | $8.1K | 0.00% | New |
| 207 | US BANCORP \DE\#207 · 153 sh | 153 | $8.1K | 0.00% | -17.3% |
| 208 | OF VERMONT#208 · 150 sh | 150 | $7.9K | — | — |
| 209 | AdvisorNet Financial#209 · 150 sh | 150 | $7.9K | — | 0.0% |
| 210 | MassMutual Private Wealth & , FSB#210 · 145 sh | 145 | $7.6K | — | +17.9% |
| 211 | HM PAYSON#211 · 142 sh | 142 | $7.5K | <0.01% | 0.0% |
| 212 | Parkside Financial Bank#212 · 136 sh | 136 | $7.2K | — | +100.0% |
| 213 | ROTHSCHILD INVESTMENT#213 · 128 sh | 128 | $6.7K | <0.01% | +137.0% |
| 214 | Bare Financial Services#214 · 125 sh | 125 | $6.6K | <0.01% | +104.9% |
| 215 | Versant Capital Management#215 · 113 sh | 113 | $6.0K | — | 0.0% |
| 216 | LOS ANGELES CAPITAL MANAGEMENT#216 · 106 sh | 106 | $5.6K | 0.00% | -97.5% |
| 217 | Bradley & Private Wealth Management#217 · 106 sh | 106 | $5.6K | — | 0.0% |
| 218 | Optiver Holding B.V.#218 · 92 sh | 92 | $4.8K | 0.00% | New |
| 219 | TD PRIVATE CLIENT WEALTH#219 · 85 sh | 85 | $4.5K | <0.01% | 0.0% |
| 220 | Cornerstone Planning Group#220 · 65 sh | 65 | $3.6K | — | -9.7% |
| 221 | True Wealth Design#221 · 62 sh | 62 | $3.3K | — | New |
| 222 | Fortitude Family Office#222 · 39 sh | 39 | $2.1K | — | New |
| 223 | Sachetta#223 · 38 sh | 38 | $2.0K | <0.01% | 0.0% |
| 224 | Capital Advisors, Ltd.#224 · 40 sh | 40 | $2.0K | <0.01% | 0.0% |
| 225 | Cornerstone Financial Management#225 · 36 sh | 36 | $1.9K | <0.01% | 0.0% |
| 226 | JPL Wealth Management#226 · 35 sh | 35 | $1.8K | <0.01% | +6.1% |
| 227 | Physician Wealth Advisors#227 · 31 sh | 31 | $1.6K | — | +47.6% |
| 228 | Silver Grove Financial Group#228 · 28 sh | 28 | $1.5K | <0.01% | New |
| 229 | IFP Advisors#229 · 21 sh | 21 | $1.1K | — | +320.0% |
| 230 | Rialto Wealth Management#230 · 20 sh | 20 | $1.1K | <0.01% | +100.0% |
| 231 | Clearstead Advisors#231 · 18 sh | 18 | $949.00 | 0.00% | New |
| 232 | SJS Investment Consulting#232 · 14 sh | 14 | $738.00 | — | New |
| 233 | FARMERS & MERCHANTS INVESTMENTS#233 · 11 sh | 11 | $580.00 | — | 0.0% |
| 234 | Wealth Enhancement Services#234 · 11 sh | 11 | $580.00 | — | New |
| 235 | Caitong International Asset Management , Ltd#235 · 10 sh | 10 | $527.00 | <0.01% | -95.6% |
| 236 | Plante Moran Financial Advisors#236 · 9 sh | 9 | $474.00 | 0.00% | New |
| 237 | GILPIN WEALTH MANAGEMENT#237 · 7 sh | 7 | $369.00 | — | +250.0% |
| 238 | JFS WEALTH ADVISORS#238 · 3 sh | 3 | $159.00 | 0.00% | New |
| 239 | Ankerstar Wealth#239 · 3 sh | 3 | $158.00 | <0.01% | 0.0% |
| 240 | SBI Securities , Ltd.#240 · 2 sh | 2 | $105.00 | — | 0.0% |
| 241 | Davis Capital Management#241 · 1 sh | 1 | $53.00 | — | New |
| 242 | Hughes Financial Services#242 · 1 sh | 1 | $53.00 | 0.00% | -66.7% |
| 243 | Medallion Wealth Advisors#243 · 1 sh | 1 | $53.00 | 0.00% | New |
| 244 | Avion Wealth#244 · 10 sh | 10 | $0.00 | 0.00% | New |
| 245 | CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM#245 · 20,613 sh | 20,613 | — | — | +38.4% |
Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.