UTL Institutional Ownership
Unitil Corporation
1W: +2.3%
1M: +9.1%
3M: -0.1%
YTD: +13.2%
1Y: +10.5%
3Y: +30.7%
5Y: +46.7%
$54.97
-0.30 (-0.54%)
Weekly Expected Move ±2.6%
$52
$54
$55
$57
$58
Credit Risk of going bust: lower than 72% of companies Debt: 48.8% of company value Bonds: none of note held by US funds details ▾
Of US companies ranked in the safest four tenths, about 1 in 3,500 filed for bankruptcy within a year (2020-2025).
If the stock fell to about $2.45 (down 96%), Unitil Corporation would be worth roughly what it owes.
Total debt $956.0M against a stock market value of $1.00B.
Distance to default 7.90 (Merton model): prices to 2026-10-27, balance sheet 2026-06-30, debt counted $615.8M (short-term plus half of long-term), stock volatility 19.8%; Altman Z'' 0.49. A ranking and a back-test, not a forecast.
US fund filings (SEC N-PORT) show under $25M of this company's bonds, so there is no bond page. Its debt may be bank loans or privately placed. How these are computed.
If the stock fell to about $2.45 (down 96%), Unitil Corporation would be worth roughly what it owes.
Total debt $956.0M against a stock market value of $1.00B.
Distance to default 7.90 (Merton model): prices to 2026-10-27, balance sheet 2026-06-30, debt counted $615.8M (short-term plus half of long-term), stock volatility 19.8%; Altman Z'' 0.49. A ranking and a back-test, not a forecast.
US fund filings (SEC N-PORT) show under $25M of this company's bonds, so there is no bond page. Its debt may be bank loans or privately placed. How these are computed.
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Institutional Ownership — UTL
273
Institutional Holders
+22 vs prior quarter
0.0%
Ownership
+0.00pp
$815M
Total Invested
39
New Positions
96
Increased
98
Reduced
27
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (288 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 2,893,170 | $159M | +59,635 | +2.1% | 8Q | SEC ↗ |
| 2 | VANGUARD CAPITAL MANAGEMENT LLC | 803,469 | $44M | -6,675 | -0.8% | 2Q | SEC ↗ |
| 3 | STATE STREET CORP | 782,195 | $43M | +47,268 | +6.4% | 46Q | SEC ↗ |
| 4 | FRONTIER CAPITAL MANAGEMENT CO LLC | 553,320 | $30M | +4,540 | +0.8% | 15Q | SEC ↗ |
| 5 | MANUFACTURERS LIFE INSURANCE COMPANY, | 509,855 | $28M | -1,178 | -0.2% | 53Q | SEC ↗ |
| 6 | VANGUARD PORTFOLIO MANAGEMENT LLC | 506,993 | $28M | -789 | -0.2% | 2Q | SEC ↗ |
| 7 | WELLINGTON MANAGEMENT GROUP LLP | 491,474 | $27M | -110,629 | -18.4% | 8Q | SEC ↗ |
| 8 | JPMORGAN CHASE & CO | 475,940 | $26M | -10,140 | -2.1% | 57Q | SEC ↗ |
| 9 | GEODE CAPITAL MANAGEMENT, LLC | 467,117 | $26M | +34,459 | +8.0% | 70Q | SEC ↗ |
| 10 | MORGAN STANLEY | 411,930 | $23M | +114,684 | +38.6% | 60Q | SEC ↗ |
| 11 | RENAISSANCE TECHNOLOGIES LLC | 407,540 | $22M | -82,501 | -16.8% | 60Q | SEC ↗ |
| 12 | TWO SIGMA INVESTMENTS, LP | 341,664 | $19M | +69,675 | +25.6% | 16Q | SEC ↗ |
| 13 | DIMENSIONAL FUND ADVISORS LP | 341,216 | $19M | +711 | +0.2% | 102Q | SEC ↗ |
| 14 | Boston Trust Walden Corp | 322,912 | $18M | -17,279 | -5.1% | 26Q | SEC ↗ |
| 15 | Sixth Street Partners Management Compa NEW | 256,892 | $14M | — | +0.0% | 1Q | SEC ↗ |
| 16 | CHARLES SCHWAB INVESTMENT MANAGEMENT I | 256,892 | $14M | +575 | +0.2% | 15Q | SEC ↗ |
| 17 | NORTHERN TRUST CORP | 248,761 | $14M | +13,153 | +5.6% | 110Q | SEC ↗ |
| 18 | Aristotle Capital Boston, LLC | 247,621 | $14M | -12,902 | -5.0% | 40Q | SEC ↗ |
| 19 | Bragg Financial Advisors, Inc NEW | 243,573 | $13M | — | +0.0% | 1Q | SEC ↗ |
| 20 | HEARTLAND ADVISORS INC | 232,349 | $13M | +82,349 | +54.9% | 2Q | SEC ↗ |
| 21 | REAVES W H & CO INC | 206,918 | $11M | -41,357 | -16.7% | 4Q | SEC ↗ |
| 22 | CITADEL ADVISORS LLC | 194,551 | $11M | +73,584 | +60.8% | 4Q | SEC ↗ |
| 23 | Nuveen, LLC | 163,906 | $9M | +26,637 | +19.4% | 6Q | SEC ↗ |
| 24 | AQR CAPITAL MANAGEMENT LLC | 161,858 | $9M | +130,703 | +419.5% | 9Q | SEC ↗ |
| 25 | GOLDMAN SACHS GROUP INC | 160,658 | $9M | -45,829 | -22.2% | 15Q | SEC ↗ |
| 26 | CSM Advisors, LLC | 156,545 | $9M | +22,000 | +16.4% | 5Q | SEC ↗ |
| 27 | ProShare Advisors LLC | 134,309 | $7M | +13,143 | +10.8% | 11Q | SEC ↗ |
| 28 | HOTCHKIS & WILEY CAPITAL MANAGEMENT LL | 133,239 | $7M | +7,920 | +6.3% | 8Q | SEC ↗ |
| 29 | VANGUARD FIDUCIARY TRUST CO | 118,969 | $7M | +1,420 | +1.2% | 2Q | SEC ↗ |
| 30 | Invesco Ltd. | 109,704 | $6M | -885 | -0.8% | 69Q | SEC ↗ |
| 31 | Bank of New York Mellon Corp | 108,742 | $6M | +5,379 | +5.2% | 76Q | SEC ↗ |
| 32 | BANK OF AMERICA CORP /DE | 100,857 | $6M | +1,281 | +1.3% | 15Q | SEC ↗ |
| 33 | Qube Research & Technologies Ltd | 91,265 | $5M | +12,524 | +15.9% | 10Q | SEC ↗ |
| 34 | PRINCIPAL FINANCIAL GROUP INC | 86,948 | $5M | -448 | -0.5% | 28Q | SEC ↗ |
| 35 | Russell Investments Group, Ltd. | 85,174 | $5M | -11,908 | -12.3% | 16Q | SEC ↗ |
| 36 | PANAGORA ASSET MANAGEMENT INC | 83,130 | $5M | +2,945 | +3.7% | 15Q | SEC ↗ |
| 37 | UBS Group AG | 82,359 | $5M | +58,195 | +240.8% | 47Q | SEC ↗ |
| 38 | GABELLI FUNDS LLC | 71,500 | $4M | — | +0.0% | 66Q | SEC ↗ |
| 39 | SEI INVESTMENTS CO | 65,468 | $4M | -16,156 | -19.8% | 15Q | SEC ↗ |
| 40 | MARTINGALE ASSET MANAGEMENT L P | 63,032 | $3M | +23,282 | +58.6% | 55Q | SEC ↗ |
| 41 | NORGES BANK NEW | 62,300 | $3M | — | +0.0% | 1Q | SEC ↗ |
| 42 | Public Sector Pension Investment Board | 61,669 | $3M | -2,629 | -4.1% | 21Q | SEC ↗ |
| 43 | UBS AM, a distinct business unit of UB | 58,424 | $3M | -6,974 | -10.7% | 50Q | SEC ↗ |
| 44 | Quantinno Capital Management LP | 56,425 | $3M | +15,078 | +36.5% | 6Q | SEC ↗ |
| 45 | WEDGE CAPITAL MANAGEMENT L L P/NC | 51,839 | $3M | +24,131 | +87.1% | 11Q | SEC ↗ |
| 46 | VICTORY CAPITAL MANAGEMENT INC | 50,541 | $3M | +14,524 | +40.3% | 11Q | SEC ↗ |
| 47 | ROYAL BANK OF CANADA | 50,530 | $3M | +6,283 | +14.2% | 67Q | SEC ↗ |
| 48 | State of New Jersey Common Pension Fun | 49,991 | $3M | -2,041 | -3.9% | 18Q | SEC ↗ |
| 49 | AMERIPRISE FINANCIAL INC | 49,516 | $3M | -467 | -0.9% | 16Q | SEC ↗ |
| 50 | Thrivent Financial for Lutherans | 49,347 | $3M | +14,616 | +42.1% | 25Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| Sixth Street Partners Management Co | 256,892 | $14M |
| Bragg Financial Advisors, Inc | 243,573 | $13M |
| NORGES BANK | 62,300 | $3M |
| Brooklyn Investment Group | 49,231 | $3M |
| SEGALL BRYANT & HAMILL, LLC | 28,993 | $2M |
| D. E. Shaw & Co., Inc. | 19,268 | $1M |
| IEQ CAPITAL, LLC | 15,710 | $864K |
| Amundi | 12,164 | $669K |
| FRANKLIN RESOURCES INC | 12,074 | $664K |
| WEALTH ENHANCEMENT ADVISORY SERVICE | 8,755 | $481K |
| Y-Intercept (Hong Kong) Ltd | 8,381 | $461K |
| HANCOCK WHITNEY CORP | 7,468 | $411K |
| Mariner, LLC | 7,070 | $389K |
| Jupiter Topco LLC | 6,858 | $377K |
| TEACHER RETIREMENT SYSTEM OF TEXAS | 6,433 | $354K |
| Allianz Asset Management GmbH | 5,270 | $290K |
| DRW Securities, LLC | 5,215 | $287K |
| Vise Technologies, Inc. | 5,075 | $279K |
| Graham Capital Management, L.P. | 4,568 | $251K |
| StoneX Group Inc. | 3,937 | $216K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| HITE Hedge Asset Management LLC | 182,218 | $10M |
| JANE STREET GROUP, LLC | 108,202 | $6M |
| Aventail Capital Group, LP | 64,361 | $4M |
| MILLENNIUM MANAGEMENT LLC | 63,910 | $4M |
| Trexquant Investment LP | 31,019 | $2M |
| Point72 Asset Management, L.P. | 18,775 | $1M |
| ACADIAN ASSET MANAGEMENT LLC | 9,388 | $516K |
| Man Group plc | 8,132 | $447K |
| TUDOR INVESTMENT CORP ET AL | 8,064 | $443K |
| Sanctuary Advisors, LLC | 6,049 | $333K |
| Empirical Asset Management, LLC | 5,825 | $320K |
| Engineers Gate Manager LP | 5,326 | $293K |
| Commonwealth Financial Services, LL | 4,835 | $266K |
| INTECH INVESTMENT MANAGEMENT LLC | 4,632 | $255K |
| EP Wealth Advisors, LLC | 4,606 | $253K |
| MACKENZIE FINANCIAL CORP | 4,510 | $248K |
| STATE OF WISCONSIN INVESTMENT BOARD | 4,487 | $247K |
| CAXTON ASSOCIATES LLP | 4,259 | $234K |
| INCEPTIONR LLC | 4,072 | $224K |
| Dynamic Technology Lab Private Ltd | 3,971 | $218K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| AQR CAPITAL MANAGEMENT LLC | +130,703 | +419.5% | 161,858 |
| MORGAN STANLEY | +114,684 | +38.6% | 411,930 |
| HEARTLAND ADVISORS INC | +82,349 | +54.9% | 232,349 |
| CITADEL ADVISORS LLC | +73,584 | +60.8% | 194,551 |
| TWO SIGMA INVESTMENTS, LP | +69,675 | +25.6% | 341,664 |
| BlackRock, Inc. | +59,635 | +2.1% | 2,893,170 |
| UBS Group AG | +58,195 | +240.8% | 82,359 |
| STATE STREET CORP | +47,268 | +6.4% | 782,195 |
| GEODE CAPITAL MANAGEMENT, LLC | +34,459 | +8.0% | 467,117 |
| FMR LLC | +32,107 | +299.1% | 42,841 |
| Nuveen, LLC | +26,637 | +19.4% | 163,906 |
| WEDGE CAPITAL MANAGEMENT L L P/NC | +24,131 | +87.1% | 51,839 |
| MARTINGALE ASSET MANAGEMENT L P | +23,282 | +58.6% | 63,032 |
| CSM Advisors, LLC | +22,000 | +16.4% | 156,545 |
| New Hampshire Trust | +17,665 | +276.9% | 24,044 |
| Midwest Trust Co | +17,665 | +276.9% | 24,044 |
| Connor, Clark & Lunn Investment Man | +16,062 | +60.3% | 42,696 |
| Horizon Investments, LLC | +15,650 | +391250.0% | 15,654 |
| Quantinno Capital Management LP | +15,078 | +36.5% | 56,425 |
| Thrivent Financial for Lutherans | +14,616 | +42.1% | 49,347 |