GUT Institutional Ownership & Shareholders
GABELLI UTILITY TRUST (GUT) is currently held by 96 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $47.79M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Morgan Stanley is currently the largest disclosed institutional shareholder of GUT tracked by InsiderSet, reporting ownership valued at approximately $9.08M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $7.32M, representing an estimated loss of -19.42% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 71% of the total disclosed GUT value among the investors covered in this analysis. Major shareholders include Morgan Stanley, Commonwealth Equity Services, Llc, Lpl Financial Llc, and several other long-term asset managers with concentrated positions in GABELLI UTILITY TRUST (GUT).
This page ranks the largest institutional GUT shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
96
Total Reported Value
$47.79M
Largest Holder
Morgan Stanley
Largest Position
$9.08M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
120
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Morgan Stanley | 0.00% | 1,378,379 | $9,083,520 | $7,319,192 | -$1,764,328 | -19.42% | |
| Commonwealth Equity Services, Llc | 0.01% | 1,276,256 | $7,261,895 | $6,776,919 | -$484,976 | -6.68% | |
| Lpl Financial Llc | 0.00% | 947,879 | $6,246,523 | $5,033,237 | -$1,213,286 | -19.42% | |
| Osaic Holdings, Inc. | 0.00% | 472,647 | $3,114,720 | $2,509,756 | -$604,964 | -19.42% | |
| Gamco Investors, Inc. Et Al | 0.02% | 331,023 | $2,181,442 | $1,757,732 | -$423,710 | -19.42% | |
| Baird Financial Group, Inc. | 0.00% | 225,794 | $1,487,982 | $1,198,966 | -$289,016 | -19.42% | |
| Corecap Advisors, Llc | 0.04% | 252,884 | $1,438,910 | $1,342,814 | -$96,096 | -6.68% | |
| Cetera Investment Advisers | 0.00% | 188,270 | $1,240,697 | $999,714 | -$240,983 | -19.42% | |
| Plus Group Wealth Advisors Llc | 1.02% | 200,954 | $1,143,429 | $1,067,066 | -$76,363 | -6.68% | |
| Janney Montgomery Scott Llc | 0.00% | 141,870 | $935,000 | $753,330 | -$181,670 | -19.43% | |
| Raymond James Financial Inc | 0.00% | 125,172 | $824,881 | $664,663 | -$160,218 | -19.42% | |
| J.W. Cole Advisors, Inc. | 0.01% | 100,922 | $665,074 | $535,896 | -$129,178 | -19.42% | |
| Envestnet Asset Management Inc | 0.00% | 100,389 | $661,566 | $533,066 | -$128,500 | -19.42% | |
| Balboa Wealth Partners | 0.08% | 107,342 | $610,776 | $569,986 | -$40,790 | -6.68% | |
| International Assets Investment Management, Llc | 0.03% | 86,031 | $490,374 | $456,825 | -$33,549 | -6.84% | |
| Kovack Advisors, Inc. | 0.02% | 64,031 | $421,839 | $340,005 | -$81,834 | -19.40% | |
| Kestra Advisory Services, Llc | 0.00% | 72,518 | $412,625 | $385,071 | -$27,554 | -6.68% | |
| Wealth Enhancement Advisory Services, Llc | 0.00% | 65,604 | $394,936 | $348,357 | -$46,579 | -11.79% | |
| Core Wealth Advisors, Inc. | 0.08% | 58,163 | $383,294 | $308,846 | -$74,448 | -19.42% | |
| Nations Financial Group Inc | 0.02% | 54,701 | $360,486 | $290,462 | -$70,024 | -19.42% | |
| Pines Wealth Management, Llc | 0.10% | 60,000 | $341,400 | $318,600 | -$22,800 | -6.68% | |
| Mariner, Llc | 0.00% | 51,575 | $339,877 | $273,863 | -$66,014 | -19.42% | |
| Balefire, Llc | 0.05% | 57,606 | $327,780 | $305,888 | -$21,892 | -6.68% | |
| Virtue Capital Management, Llc | 0.04% | 57,365 | $326,407 | $304,608 | -$21,799 | -6.68% | |
| Creative Planning | 0.00% | 57,012 | $324,400 | $302,734 | -$21,666 | -6.68% | |
| Royal Bank Of Canada | 0.00% | 47,576 | $314,000 | $252,629 | -$61,371 | -19.55% | |
| Rothschild Investment Llc | 0.01% | 46,294 | $305,077 | $245,821 | -$59,256 | -19.42% | |
| Stratos Wealth Partners, Ltd. | 0.00% | 46,112 | $303,878 | $244,855 | -$59,023 | -19.42% | |
| Bison Wealth, Llc | 0.02% | 46,771 | $274,546 | $248,354 | -$26,192 | -9.54% | |
| Accurate Wealth Management, Llc | 0.02% | 46,944 | $270,869 | $249,273 | -$21,596 | -7.97% | |
| Private Advisor Group, Llc | 0.00% | 36,850 | $242,842 | $195,674 | -$47,169 | -19.42% | |
| Wealth Quarterback Llc | 0.07% | 40,953 | $233,023 | $217,460 | -$15,563 | -6.68% | |
| Compound Planning, Inc. | 0.01% | 30,695 | $202,282 | $162,990 | -$39,292 | -19.42% | |
| Kingsview Wealth Management, Llc | 0.00% | 30,084 | $198,250 | $159,746 | -$38,504 | -19.42% | |
| Stifel Financial Corp | 0.00% | 27,419 | $180,692 | $145,595 | -$35,097 | -19.42% | |
| Leverty Financial Group, Llc | 0.03% | 31,267 | $177,909 | $166,028 | -$11,881 | -6.68% | |
| Sequoia Financial Advisors | 0.00% | 26,868 | $177,060 | $142,669 | -$34,391 | -19.42% | |
| Bank Of America Corp | 0.00% | 25,583 | $168,590 | $135,846 | -$32,744 | -19.42% | |
| Piedmont Capital Management, Llc | 0.08% | 24,977 | $164,543 | $132,628 | -$31,915 | -19.40% | |
| Ubs Group Ag | 0.00% | 24,945 | $164,388 | $132,458 | -$31,930 | -19.42% | |
| Nuveen, Llc | 0.00% | 24,566 | $161,890 | $130,445 | -$31,445 | -19.42% | |
| D.A. Davidson & Co. | 0.00% | 25,126 | $142,970 | $133,419 | -$9,551 | -6.68% | |
| Rkl Wealth Management Llc | 0.01% | 25,000 | $142,250 | $132,750 | -$9,500 | -6.68% | |
| Plancorp, Llc | 0.00% | 19,652 | $137,367 | $104,352 | -$33,015 | -24.03% | |
| Valley Brook Capital Group, Inc. | 0.08% | 23,500 | $133,715 | $124,785 | -$8,930 | -6.68% | |
| Steward Partners Investment Advisory, Llc | 0.00% | 20,016 | $131,905 | $106,285 | -$25,620 | -19.42% | |
| Integrity Alliance, Llc. | 0.00% | 22,739 | $129,389 | $120,744 | -$8,645 | -6.68% | |
| Dynamic Advisor Solutions Llc | 0.00% | 21,842 | $124,278 | $115,981 | -$8,297 | -6.68% | |
| Hrt Financial Lp | 0.00% | 18,051 | $118,000 | $95,851 | -$22,149 | -18.77% | |
| Focus Partners Wealth | 0.00% | 17,654 | $116,341 | $93,743 | -$22,598 | -19.42% |
Frequently asked questions about GUT
Who are the largest institutional holders of GUT?
The largest institutional holders of GUT reported in the latest SEC Form 13F filings include Morgan Stanley, Commonwealth Equity Services, Llc, Lpl Financial Llc, Osaic Holdings, Inc., and Gamco Investors, Inc. Et Al. InsiderSet ranks institutional holders by their latest reported GUT position.
What is GUT institutional ownership?
This page tracks GUT positions reported by institutional investment managers through SEC Form 13F. GABELLI UTILITY TRUST (GUT) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own GUT?
InsiderSet currently tracks 96 institutional managers reporting GUT holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of GUT shareholders.
How much GUT stock do institutions own?
Institutional investment managers disclosed approximately $47.79M in GUT holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was GUT institutional ownership last updated?
The latest GUT institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional GUT holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its GUT position after the reporting date.
Are institutions buying or selling GUT?
Institutional buying and selling can be analyzed by comparing GUT positions across consecutive 13F reporting periods. InsiderSet's GUT Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View GUT ownership changes.
How has GUT institutional ownership changed over time?
InsiderSet tracks GUT institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.