GABELLI UTILITY TRUST (GUT) 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 June 30, 2026. The institutional investors covered on this page collectively reported approximately $49.69M in GUT holdings during the latest filing period.
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 $8.53M, representing an estimated loss of -6.07% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 70% 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
95
Total Reported Value
$49.69M
Largest Holder
Morgan Stanley
Largest Position
$9.08M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
119
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 | $8,532,166 | -$551,354 | -6.07% | |
| Commonwealth Equity Services, Llc | 0.01% | 1,259,813 | $8,302,169 | $7,798,242 | -$503,927 | -6.07% | |
| Lpl Financial Llc | 0.00% | 947,879 | $6,246,523 | $5,867,371 | -$379,152 | -6.07% | |
| Osaic Holdings, Inc. | 0.00% | 472,647 | $3,114,720 | $2,925,685 | -$189,035 | -6.07% | |
| Gamco Investors, Inc. Et Al | 0.02% | 331,023 | $2,181,442 | $2,049,032 | -$132,410 | -6.07% | |
| Baird Financial Group, Inc. | 0.00% | 225,794 | $1,487,982 | $1,397,665 | -$90,317 | -6.07% | |
| Cetera Investment Advisers | 0.00% | 188,270 | $1,240,697 | $1,165,391 | -$75,306 | -6.07% | |
| Plus Group Wealth Advisors Llc | 1.16% | 187,849 | $1,237,924 | $1,162,785 | -$75,139 | -6.07% | |
| Corecap Advisors, Llc | 0.03% | 163,484 | $1,077,360 | $1,011,966 | -$65,394 | -6.07% | |
| Janney Montgomery Scott Llc | 0.00% | 141,870 | $935,000 | $878,175 | -$56,825 | -6.08% | |
| Raymond James Financial Inc | 0.00% | 125,172 | $824,881 | $774,815 | -$50,066 | -6.07% | |
| Balboa Wealth Partners | 0.10% | 110,443 | $727,819 | $683,642 | -$44,177 | -6.07% | |
| J.W. Cole Advisors, Inc. | 0.01% | 100,922 | $665,074 | $624,707 | -$40,367 | -6.07% | |
| Envestnet Asset Management Inc | 0.00% | 100,389 | $661,566 | $621,408 | -$40,158 | -6.07% | |
| Wedbush Securities Inc | 0.02% | 97,586 | $643,000 | $604,057 | -$38,943 | -6.06% | |
| International Assets Investment Management, Llc | 0.03% | 86,031 | $563,500 | $532,532 | -$30,968 | -5.50% | |
| Kestra Advisory Services, Llc | 0.00% | 73,314 | $483,139 | $453,814 | -$29,325 | -6.07% | |
| Kovack Advisors, Inc. | 0.02% | 64,031 | $421,839 | $396,352 | -$25,487 | -6.04% | |
| Core Wealth Advisors, Inc. | 0.08% | 58,163 | $383,294 | $360,029 | -$23,265 | -6.07% | |
| Virtue Capital Management, Llc | 0.05% | 57,365 | $378,035 | $355,089 | -$22,946 | -6.07% | |
| Balefire, Llc | 0.06% | 57,016 | $375,732 | $352,929 | -$22,803 | -6.07% | |
| Nations Financial Group Inc | 0.02% | 54,701 | $360,486 | $338,599 | -$21,887 | -6.07% | |
| Mariner, Llc | 0.00% | 51,575 | $339,877 | $319,249 | -$20,628 | -6.07% | |
| Pines Wealth Management, Llc | 0.09% | 50,000 | $329,500 | $309,500 | -$20,000 | -6.07% | |
| Ignite Planners, Llc | 0.04% | 65,818 | $318,558 | $407,413 | +$88,855 | +27.89% | |
| Royal Bank Of Canada | 0.00% | 47,576 | $314,000 | $294,495 | -$19,505 | -6.21% | |
| Bison Wealth, Llc | 0.03% | 46,771 | $313,833 | $289,512 | -$24,321 | -7.75% | |
| Rothschild Investment Llc | 0.01% | 46,294 | $305,077 | $286,560 | -$18,517 | -6.07% | |
| Stratos Wealth Partners, Ltd. | 0.00% | 46,112 | $303,878 | $285,433 | -$18,445 | -6.07% | |
| Accurate Wealth Management, Llc | 0.03% | 41,239 | $282,490 | $255,269 | -$27,221 | -9.64% | |
| Wealth Quarterback Llc | 0.08% | 40,983 | $270,076 | $253,685 | -$16,391 | -6.07% | |
| Wealth Enhancement Advisory Services, Llc | 0.00% | 37,600 | $257,558 | $232,744 | -$24,814 | -9.63% | |
| Private Advisor Group, Llc | 0.00% | 36,850 | $242,842 | $228,102 | -$14,741 | -6.07% | |
| Leverty Financial Group, Llc | 0.04% | 31,267 | $206,050 | $193,543 | -$12,507 | -6.07% | |
| Compound Planning, Inc. | 0.01% | 30,695 | $202,282 | $190,002 | -$12,280 | -6.07% | |
| Kingsview Wealth Management, Llc | 0.00% | 30,084 | $198,250 | $186,220 | -$12,030 | -6.07% | |
| Stifel Financial Corp | 0.00% | 27,419 | $180,692 | $169,724 | -$10,968 | -6.07% | |
| Sequoia Financial Advisors | 0.00% | 26,868 | $177,060 | $166,313 | -$10,747 | -6.07% | |
| Bank Of America Corp | 0.00% | 25,583 | $168,590 | $158,359 | -$10,231 | -6.07% | |
| D.A. Davidson & Co. | 0.00% | 25,118 | $165,533 | $155,480 | -$10,053 | -6.07% | |
| Rkl Wealth Management Llc | 0.01% | 25,000 | $164,750 | $154,750 | -$10,000 | -6.07% | |
| Piedmont Capital Management, Llc | 0.08% | 24,977 | $164,543 | $154,608 | -$9,935 | -6.04% | |
| Ubs Group Ag | 0.00% | 24,945 | $164,388 | $154,410 | -$9,978 | -6.07% | |
| Nuveen, Llc | 0.00% | 24,566 | $161,890 | $152,064 | -$9,826 | -6.07% | |
| Valley Brook Capital Group, Inc. | 0.09% | 23,500 | $154,865 | $145,465 | -$9,400 | -6.07% | |
| Integrity Alliance, Llc. | 0.00% | 22,454 | $147,972 | $138,990 | -$8,982 | -6.07% | |
| Dynamic Advisor Solutions Llc | 0.00% | 21,111 | $139,122 | $130,677 | -$8,445 | -6.07% | |
| Plancorp, Llc | 0.00% | 19,652 | $137,367 | $121,646 | -$15,721 | -11.44% | |
| Steward Partners Investment Advisory, Llc | 0.00% | 20,016 | $131,905 | $123,899 | -$8,006 | -6.07% | |
| Eagle Wealth Strategies Llc | 0.05% | 18,138 | $119,529 | $112,274 | -$7,255 | -6.07% |
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.