GABELLI UTILITY TRUST (GUT) Top Institutional Shareholders
GABELLI UTILITY TRUST (GUT) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended March 31, 2026. The institutional investors covered on this page collectively reported approximately $39.63M in GUT holdings during the latest filing period.
Commonwealth Equity Services, Llc is currently the largest disclosed institutional shareholder of GUT tracked by InsiderSet, reporting ownership valued at approximately $7.74M in its March 31, 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 $8.03M, representing an estimated gain of +3.80% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 72% of the total disclosed GUT value among the investors covered in this analysis. Major shareholders include Commonwealth Equity Services, Llc, Lpl Financial Llc, Morgan Stanley, 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
94
Total Reported Value
$39.63M
Largest Holder
Commonwealth Equity Services, Llc
Largest Position
$7.74M
Insider Transactions (90d)
0
Latest Filing Quarter
Q1 2026
New Institutional Positions
109
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Commonwealth Equity Services, Llc | 0.01% | 1,278,764 | $7,736,521 | $8,030,638 | +$294,117 | +3.80% | |
| Lpl Financial Llc | 0.00% | 949,990 | $5,747,440 | $5,965,937 | +$218,497 | +3.80% | |
| Morgan Stanley | 0.00% | 927,814 | $5,613,281 | $5,826,672 | +$213,391 | +3.80% | |
| Osaic Holdings, Inc. | 0.00% | 479,661 | $2,901,927 | $3,012,271 | +$110,344 | +3.80% | |
| Gamco Investors, Inc. Et Al | 0.02% | 331,023 | $2,002,689 | $2,078,824 | +$76,135 | +3.80% | |
| Plus Group Wealth Advisors Llc | 1.19% | 179,271 | $1,084,590 | $1,125,822 | +$41,232 | +3.80% | |
| Cetera Investment Advisers | 0.00% | 176,621 | $1,068,560 | $1,109,180 | +$40,620 | +3.80% | |
| Arlington Capital Management, Inc. | 0.50% | 147,065 | $889,743 | $923,568 | +$33,825 | +3.80% | |
| Raymond James Financial Inc | 0.00% | 130,004 | $786,525 | $816,425 | +$29,900 | +3.80% | |
| Balboa Wealth Partners | 0.11% | 113,258 | $685,211 | $711,260 | +$26,049 | +3.80% | |
| Ramiah Investment Group | 0.04% | 79,611 | $612,906 | $499,957 | -$112,949 | -18.43% | |
| Corecap Advisors, Llc | 0.02% | 99,791 | $603,736 | $626,687 | +$22,951 | +3.80% | |
| International Assets Investment Management, Llc | 0.04% | 89,631 | $536,887 | $562,883 | +$25,996 | +4.84% | |
| Royal Bank Of Canada | 0.00% | 80,083 | $485,000 | $502,921 | +$17,921 | +3.70% | |
| Envestnet Asset Management Inc | 0.00% | 77,394 | $468,234 | $486,034 | +$17,800 | +3.80% | |
| Kestra Advisory Services, Llc | 0.00% | 70,007 | $423,540 | $439,644 | +$16,104 | +3.80% | |
| Creative Planning | 0.00% | 56,830 | $343,821 | $356,892 | +$13,071 | +3.80% | |
| Virtue Capital Management, Llc | 0.05% | 57,365 | $340,174 | $360,252 | +$20,078 | +5.90% | |
| Balefire, Llc | 0.06% | 55,844 | $337,853 | $350,700 | +$12,847 | +3.80% | |
| Nations Financial Group Inc | 0.02% | 52,741 | $319,089 | $331,213 | +$12,124 | +3.80% | |
| Kovack Advisors, Inc. | 0.02% | 52,049 | $314,714 | $326,868 | +$12,154 | +3.86% | |
| Pines Wealth Management, Llc | 0.10% | 50,000 | $302,500 | $314,000 | +$11,500 | +3.80% | |
| Wealth Quarterback Llc | 0.11% | 47,101 | $284,964 | $295,794 | +$10,830 | +3.80% | |
| Rothschild Investment Llc | 0.01% | 46,294 | $280,079 | $290,726 | +$10,647 | +3.80% | |
| Stratos Wealth Partners, Ltd. | 0.00% | 42,687 | $258,256 | $268,074 | +$9,818 | +3.80% | |
| Baird Financial Group, Inc. | 0.00% | 37,559 | $227,232 | $235,871 | +$8,639 | +3.80% | |
| Accurate Wealth Management, Llc | 0.03% | 35,098 | $214,098 | $220,415 | +$6,317 | +2.95% | |
| Core Wealth Advisors, Inc. | 0.05% | 34,623 | $209,469 | $217,432 | +$7,963 | +3.80% | |
| Bison Wealth, Llc | 0.02% | 31,521 | $198,898 | $197,952 | -$946 | -0.48% | |
| Compound Planning, Inc. | 0.01% | 31,298 | $189,355 | $196,551 | +$7,196 | +3.80% | |
| Leverty Financial Group, Llc | 0.04% | 31,267 | $189,165 | $196,357 | +$7,192 | +3.80% | |
| Focus Partners Wealth | 0.00% | 28,303 | $171,240 | $177,743 | +$6,503 | +3.80% | |
| Ubs Group Ag | 0.00% | 27,945 | $169,067 | $175,495 | +$6,428 | +3.80% | |
| Wealth Enhancement Advisory Services, Llc | 0.00% | 27,782 | $165,861 | $174,471 | +$8,610 | +5.19% | |
| Bank Of America Corp | 0.00% | 26,627 | $161,093 | $167,218 | +$6,125 | +3.80% | |
| Stifel Financial Corp | 0.00% | 25,572 | $154,714 | $160,592 | +$5,878 | +3.80% | |
| D.A. Davidson & Co. | 0.00% | 25,111 | $151,923 | $157,697 | +$5,774 | +3.80% | |
| Rkl Wealth Management Llc | 0.01% | 25,000 | $151,250 | $157,000 | +$5,750 | +3.80% | |
| Piedmont Capital Management, Llc | 0.08% | 24,977 | $149,862 | $156,856 | +$6,994 | +4.67% | |
| Steward Partners Investment Advisory, Llc | 0.00% | 24,000 | $145,200 | $150,720 | +$5,520 | +3.80% | |
| Integrity Alliance, Llc. | 0.01% | 22,906 | $138,585 | $143,850 | +$5,265 | +3.80% | |
| Mariner, Llc | 0.00% | 21,674 | $131,128 | $136,113 | +$4,985 | +3.80% | |
| Valley Brook Capital Group, Inc. | 0.09% | 21,000 | $127,050 | $131,880 | +$4,830 | +3.80% | |
| Silver Oak Securities, Incorporated | 0.01% | 20,546 | $124,303 | $129,029 | +$4,726 | +3.80% | |
| Plancorp, Llc | 0.00% | 19,652 | $119,877 | $123,415 | +$3,538 | +2.95% | |
| Dynamic Advisor Solutions Llc | 0.00% | 19,382 | $117,258 | $121,719 | +$4,461 | +3.80% | |
| Eagle Wealth Strategies Llc | 0.05% | 18,138 | $109,735 | $113,907 | +$4,172 | +3.80% | |
| Cascade Investment Group, Inc. | 0.07% | 17,762 | $107,460 | $111,545 | +$4,085 | +3.80% | |
| Pfg Investments, Llc | 0.00% | 17,169 | $103,872 | $107,821 | +$3,949 | +3.80% | |
| Register Financial Advisors Llc | 0.04% | 16,885 | $102,152 | $106,038 | +$3,886 | +3.80% |
Frequently asked questions about GUT
Who owns the most GUT stock?
The largest holders of GUT are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for GABELLI UTILITY TRUST (GUT).
Is GUT widely held by superinvestors?
Many widely followed stocks like GUT appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly GUT is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.