Unitil

UTL • NYSE

Unitil is a diversified utilities company in the utilities sector on NYSE, led by Daniel Hurstak, with a market cap of $877.8M. As of Q3 2025, 81% of shares are held by 214 institutional investors, with BlackRock, Inc. as the largest holder at 17.23%.

Senior Vice President, Chief Financial Officer & TreasurerDaniel Hurstak

Market Cap$877.8M

Diversified Utilities

Utilities

Employees533.0

Websiteunitil.com

Country

United States of America

Overview

Overview of institutional ownership in UTL as of Q3 2025 with a market cap of $856.4M

All Institutions

Institutions: 214
Value Held: $696.3M
Shares Held: 14.5M
Avg Position: $3.3M
Median Position: $420.8K

Hedge Funds

Hedge Funds: 21
Value Held: $62.4M
Shares Held: 1.3M
Avg Position: $3.0M
Median Position: $856.2K

Ownership Breakdown

Institutional (non-HF)

74.01%

$633.9M

Hedge Funds

7.29%

$62.4M

Retail & Other

18.7%

$160.2M

Based on market cap of $856.4M as of Q3 2025. Institutional (non-HF) excludes hedge funds to avoid double counting.

Biggest Investors

Institutions with the largest positions in UTL as of Q3 2025

Institution	Key People	Position Value	Ownership	Owned Since	Total AUM (Long)
B BlackRock, Inc. Institution	-	$147.6M 0.00% of portfolio	17.23% 3.1M shares	≤ Q2 2013 Held for 12y 5m+	$5.67T
VANGUARD GROUP INC Institution	Salim Ramji CEO	$70.4M 0.00% of portfolio	8.22% 1.5M shares	≤ Q2 2013 Held for 12y 5m+	$6.69T
M MANUFACTURERES LIFE INSURANCE CO Institution	-	$34.0M 0.03% of portfolio	3.97% 711.3K shares	≤ Q2 2013 Held for 12y 5m+	$120.17B
STATE STREET CORP Institution	Ronald P. O'Hanley CEO	$33.0M 0.00% of portfolio	3.86% 690.1K shares	≤ Q2 2013 Held for 12y 5m+	$2.88T
JPMORGAN CHASE & CO Institution	Jamie Dimon CEO	$29.1M 0.00% of portfolio	3.40% 608.1K shares	≤ Q2 2013 Held for 12y 5m+	$1.56T
RENAISSANCE TECHNOLOGIES LLC Hedge Fund•Quant	Peter Fitzhugh Brown CEO	$23.2M 0.03% of portfolio	2.70% 484.0K shares	≤ Q2 2013 Held for 12y 5m+	$75.8B
FRONTIER CAPITAL MANAGEMENT CO LLC Long Only Manager	William Allen Teichner Managing Partner	$22.2M 0.20% of portfolio	2.59% 463.5K shares	≤ Q2 2013 Held for 12y 5m+	$11.1B
B BTIM Corp. Institution	-	$19.8M 0.15% of portfolio	2.31% 413.6K shares	Q1 2020 Held for 5y 8m	$13.6B
GEODE CAPITAL MANAGEMENT LLC ETF Provider	David Kenneth Lane CEO	$19.1M 0.00% of portfolio	2.23% 399.7K shares	≤ Q2 2013 Held for 12y 5m+	$1.57T
DIMENSIONAL FUND ADVISORS LP Long Only Manager	David Paul Butler CEO	$17.7M 0.00% of portfolio	2.06% 369.5K shares	≤ Q2 2013 Held for 12y 5m+	$466.32B

Net Capital Flow

Institutional buying and selling activity for UTL in Q3 2025

Traded: +$68.9M
Buyers: 121
Sellers: 89
Total Bought: +$97.3M
Total Sold: −$28.5M
Avg Position: $2.9M

Biggest Buyers

Institution	Net Bought	Current Position
WELLINGTON MANAGEMENT CO LLP Long Only Manager	+$13.6M +284.5K shares	$14.8M 309.9K shares
R REAVES W H & CO INC Institution	+$13.2M +275.0K shares	$13.2M 275.0K shares
B BlackRock, Inc. Institution	+$8.6M +179.4K shares	$147.6M 3.1M shares
HITE Hedge Asset Management LLC Hedge Fund•Long/Short	+$8.3M +174.2K shares	$8.3M 174.2K shares
FRONTIER CAPITAL MANAGEMENT CO LLC Long Only Manager	+$4.9M +102.6K shares	$22.2M 463.5K shares
VANGUARD GROUP INC Institution	+$3.3M +68.8K shares	$70.4M 1.5M shares
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	+$3.1M +65.0K shares	$3.1M 65.0K shares
A Aventail Capital Group, LP Hedge Fund•Long/Short	+$3.0M +63.3K shares	$3.0M 63.3K shares
A Alyeska Investment Group, L.P. Hedge Fund•Multi-Strategy	+$2.9M +60.0K shares	$2.9M 60.0K shares
NORTHERN TRUST CORP Institution	+$2.6M +54.2K shares	$10.9M 227.0K shares

Biggest Sellers

Institution	Net Sold	Current Position
STATE STREET CORP Institution	−$4.6M −95.8K shares	$33.0M 690.1K shares
R ROYAL BANK OF CANADA Institution	−$3.2M −66.2K shares	$4.6M 95.2K shares
Trexquant Investment LP Hedge Fund•Quant	−$1.6M −30.2K shares	Sold Off 0 shares
UBS GLOBAL ASSET MANAGEMENT AMERICAS INC Long Only Manager	−$1.5M −32.0K shares	$2.7M 57.2K shares
UBS Group AG Institution	−$1.4M −29.8K shares	$3.6M 75.3K shares
M Man Group plc Institution	−$1.3M −26.8K shares	$259.9K 5.4K shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	−$1.2M −22.1K shares	Sold Off 0 shares
D Dynamic Technology Lab Private Ltd Institution	−$963.6K −18.5K shares	Sold Off 0 shares
D D. E. Shaw & Co., Inc. Institution	−$739.2K −15.4K shares	$272.2K 5.7K shares
A Advisor Group Holdings, Inc. Institution	−$634.5K −13.5K shares	$1.4M 30.4K shares

Entry and Exit Activity

Institutions that initiated new positions or completely exited UTL in Q3 2025

New Positions: 16
New Value: $29.3M
Exited Positions: 27
Exited Value: $8.8M

New Positions

Institution	Position Value
R REAVES W H & CO INC Institution	$13.2M 275.0K shares
HITE Hedge Asset Management LLC Hedge Fund•Long/Short	$8.3M 174.2K shares
A Aventail Capital Group, LP Hedge Fund•Long/Short	$3.0M 63.3K shares
A Alyeska Investment Group, L.P. Hedge Fund•Multi-Strategy	$2.9M 60.0K shares
R READYSTATE ASSET MANAGEMENT LP Hedge Fund•Multi-Strategy	$717.9K 15.0K shares
Q Quadrature Capital Ltd Institution	$545.9K 11.4K shares
MERCER GLOBAL ADVISORS INC /ADV RIA/Wealth	$301.9K 6.3K shares
Virtus ETF Advisers LLC Long Only Manager	$199.9K 4.2K shares
D Daiwa Securities Group Inc. Institution	$76.3K 1.6K shares
Caitong International Asset Management Co., Ltd RIA/Wealth	$28.7K 600.0 shares

Exited Positions

Institution	Previous Position
Trexquant Investment LP Hedge Fund•Quant	$1.6M 30.2K shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	$1.2M 22.1K shares
D Dynamic Technology Lab Private Ltd Institution	$963.6K 18.5K shares
Ellsworth Advisors, LLC RIA/Wealth	$617.5K 11.8K shares
T TEACHER RETIREMENT SYSTEM OF TEXAS Institution	$600.0K 11.5K shares
Mariner Wealth Advisors, LLC RIA/Wealth	$506.6K 9.7K shares
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC Hedge Fund•Distressed	$460.8K 8.8K shares
I INCEPTIONR LLC Hedge Fund•Quant	$393.0K 7.5K shares
T TEXAS PERMANENT SCHOOL FUND Institution	$344.6K 6.6K shares
BAILARD, INC. RIA/Wealth	$292.0K 5.6K shares

Options Activity

Institutions with the largest Call and Put options positions in UTL as of Q3 2025

Call Positions: 1
Call Value: $349.4K
Put Positions: 0
Put Value: -

Call Positions

Institution	Position Value
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	$349.4K 73.0 contracts

Put Positions

Institution	Position Value
No put positions found

Most Committed Institutions

Institutions with UTL as the highest % of their portfolio as of Q3 2025

Institution	Key People	Portfolio Weight	Ownership	Owned Since	Total AUM (Long)
Wernau Asset Management Inc. RIA/Wealth	Peter Christopher Wernau CEO	2.12% $2.0M	0.24% 42.7K shares	Q4 2024 Held for 11 months	$96.6M
Aristotle Capital Boston, LLC Long Only Manager	David Michael Adams CEO	0.74% $14.4M	1.68% 300.6K shares	Q3 2016 Held for 9y 2m	$2.0B
D Dean Capital Investments Management, LLC Institution	-	0.65% $1.6M	0.18% 32.9K shares	Q4 2024 Held for 11 months	$241.1M
HITE Hedge Asset Management LLC Hedge Fund•Long/Short	James Meyers Jampel Founder	0.45% $8.3M	0.97% 174.2K shares	Q3 2025 Held for 2 months	$1.8B
R REAVES W H & CO INC Institution	-	0.23% $13.2M	1.54% 275.0K shares	Q3 2025 Held for 2 months	$5.6B
FRONTIER CAPITAL MANAGEMENT CO LLC Long Only Manager	William Allen Teichner Managing Partner	0.20% $22.2M	2.59% 463.5K shares	≤ Q2 2013 Held for 12y 5m+	$11.1B
C CSM Advisors, LLC Institution	-	0.20% $6.8M	0.79% 141.3K shares	Q2 2025 Held for 5 months	$3.4B
1 1620 INVESTMENT ADVISORS, INC. RIA/Wealth	Todd Adams Johnston President	0.17% $247.0K	0.03% 5.2K shares	Q3 2022 Held for 3y 2m	$146.8M
Aurora Investment Counsel RIA/Wealth	David John Yucius President	0.16% $305.3K	0.04% 6.4K shares	Q1 2024 Held for 1y 8m	$188.5M
Signature Wealth Management Partners, LLC RIA/Wealth	Elizabeth Ann Emr Managing Partner	0.15% $281.2K	0.03% 5.9K shares	Q4 2020 Held for 4y 11m	$191.0M

Hedge Fund Spotlight

Discover hedge funds investing in UTL

RENAISSANCE TECHNOLOGIES LLC

Hedge Fund • Quant

Portfolio ManagerPeter Fitzhugh Brown

Portfolio Value: $75.8B
Positions: 3,419
Last Reported: Q3 2025

Sector Allocation

Position in Unitil

Market Value: $23.2M
Shares Held: 484.0K
Portfolio Weight: 0.03%
Owned Since: 2013-Q2

Top Holding	Sector	Market Value	Weight
1 Palantir Technologies Inc. PLTR	Software - Infrastructure Technology	$1.6B	2.06%
2 Nvidia NVDA	Semiconductors Technology	$1.1B	1.39%
3 Roblox RBLX	Electronic Gaming & Multimedia Technology	$953.5M	1.26%