Unitil Ownership | Who Owns Unitil?

Overview Forecast RevenueFinancials Chart Transcripts

Unitil Ownership Summary

Unitil is owned by 76.69% institutional investors, 2.20% insiders, and 21.11% 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 6.42% of its assets in Unitil shares.

UTL Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	Unitil	76.69%	2.20%	21.11%
Sector	Utilities Stocks	58.57%	6.53%	34.90%
Industry	Diversified Utilities Stocks List	62.31%	5.41%	32.28%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Blackrock	2.90M	18.02%	$150.24M
Vanguard group	1.27M	7.91%	$65.92M
State street	682.08K	4.24%	$35.32M
Jpmorgan chase	618.81K	3.84%	$32.05M
Manufacturers life insurance company, the	492.47K	3.06%	$25.51M
Renaissance	464.85K	2.89%	$24.07M
Dimensional fund advisors lp	442.13K	2.75%	$22.90M
Aristotle capital boston	440.67K	2.74%	$22.82M
Boston trust walden	403.48K	2.51%	$20.90M
Geode capital management	370.33K	2.30%	$19.18M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Aurora investment counsel	44.75K	1.36%	$2.32M
Aristotle capital boston	440.67K	0.77%	$22.82M
Riverwater partners	8.38K	0.32%	$433.82K
Foundry partners	112.61K	0.31%	$5.83M
Wakefield asset management lllp	16.82K	0.30%	$871.37K
1620 investment advisors	7.14K	0.28%	$370.04K
Signature wealth management partners	5.88K	0.23%	$304.32K
Virtus investment advisers	4.18K	0.18%	$216.33K
Boston trust walden	403.48K	0.15%	$20.90M
Frontier capital management	270.12K	0.14%	$13.99M

Top Buyers

Holder	Shares	% Assets	Change
M&t bank	34.16K	0.01%	34.16K
Ubs asset management americas	50.12K	0.00%	24.19K
Nuveen asset management	148.25K	0.00%	20.57K
Geode capital management	370.33K	0.00%	18.05K
Wedge capital management l l p/nc	38.62K	0.04%	15.36K

Top Sellers

Holder	Shares	% Assets	Change
Brandywine global investment management	34.10K	0.01%	-59.40K
Jpmorgan chase	618.81K	0.00%	-25.77K
Great lakes advisors	96.12K	0.04%	-21.52K
State of new jersey common pension fund d	37.55K	0.01%	-17.98K
Charles schwab investment management	206.68K	0.00%	-16.74K

New Positions

Holder	Shares	% Assets	Change	Value
M&t bank	34.16K	0.01%	34.16K	$1.77M
Trexquant investment lp	13.66K	0.01%	13.66K	$707.50K
Pathstone	9.74K	0.00%	9.74K	$504.22K
Corebridge financial	9.27K	0.00%	9.27K	$480.04K
Mirae asset global etfs	8.13K	0.00%	8.13K	$421.31K

Sold Out

Holder	Change
Nelson, van denburg & campbell wealth management group	-3.00
Lgt financial advisors	-74.00
Aquatic capital management	-500.00
Metropolitan life insurance co/ny	-844.00
Nebula research & development	-6.01K

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
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%
Dec 31, 2023	181	6.47%	12,385,153	2.90%	76	1.38%	91	46.77%	58	-25.64%
Sep 30, 2023	170	-5.03%	12,036,035	-0.65%	74	1.30%	62	-24.39%	78	41.82%
Jun 30, 2023	179	-6.77%	12,114,342	2.29%	75	1.38%	82	-5.75%	55	-15.38%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
iShares Core S&P Small-Cap ETF	1.04M	6.42%	1.09K
Vanguard Total Stock Mkt Idx Inv	511.07K	3.16%	-
JHancock Small Cap Core NAV	455.06K	2.81%	-
iShares Russell 2000 ETF	394.80K	2.44%	-882.00
iShares US Infrastructure ETF	358.24K	2.21%	2.45K
Vanguard Institutional Extnd Mkt Idx Tr	253.78K	1.57%	4.95K
Foundry Partners Micro Cap Value	164.28K	1.02%	-
Fidelity Small Cap Index	163.11K	1.01%	-6.04K
Boston Trust Walden Small Cap	160.90K	0.99%	-1.10K
iShares Russell 2000 Value ETF	150.07K	0.93%	-

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
2024 Q4	-	-
2024 Q1	-	-
2023 Q4	-	-
2023 Q2	-	-
2023 Q1	-	-

UTL Ownership FAQ

Who Owns Unitil?

Unitil shareholders are primarily institutional investors at 76.69%, followed by 2.20% insiders and 21.11% retail investors. The average institutional ownership in Unitil's industry, Diversified Utilities Stocks List, is 62.31%, which Unitil exceeds.

Who owns the most shares of Unitil?

Unitil’s largest shareholders are Blackrock (2.9M shares, 18.02%), Vanguard group (1.27M shares, 7.91%), and State street (682.08K shares, 4.24%). Together, they hold 30.16% of Unitil’s total shares outstanding.

Does Blackrock own Unitil?

Yes, BlackRock owns 18.02% of Unitil, totaling 2.9M shares as of Jun 2024. This represents 0.00% of BlackRock's total assets, with a market value of 150.24M$. In the last quarter, BlackRock increased its holdings by 2.79K shares, a 0.10% change.

Who is Unitil’s biggest shareholder by percentage of total assets invested?

Aurora investment counsel is Unitil’s biggest shareholder by percentage of total assets invested, with 1.36% of its assets in 44.75K Unitil shares, valued at 2.32M$.

Who is the top mutual fund holder of Unitil shares?

iShares Core S&P Small-Cap ETF is the top mutual fund holder of Unitil shares, with 6.42% of its total shares outstanding invested in 1.04M Unitil shares.

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