UTF Institutional Ownership & Shareholders
COHEN & STEERS INFRASTRUCTUR (UTF) is currently held by 243 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $628.85M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Paralel Advisors Llc is currently the largest disclosed institutional shareholder of UTF tracked by InsiderSet, reporting ownership valued at approximately $75.87M 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 $73.01M, representing an estimated loss of -3.77% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 63% of the total disclosed UTF value among the investors covered in this analysis. Major shareholders include Paralel Advisors Llc, Morgan Stanley, Wells Fargo & Company/Mn, and several other long-term asset managers with concentrated positions in COHEN & STEERS INFRASTRUCTUR (UTF).
This page ranks the largest institutional UTF 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
243
Total Reported Value
$628.85M
Largest Holder
Paralel Advisors Llc
Largest Position
$75.87M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
48
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Paralel Advisors Llc | 2.93% | 2,750,000 | $75,872,499 | $73,012,500 | -$2,859,999 | -3.77% | |
| Morgan Stanley | 0.00% | 2,276,748 | $62,815,505 | $60,447,659 | -$2,367,846 | -3.77% | |
| Wells Fargo & Company/Mn | 0.01% | 1,971,928 | $54,405,510 | $52,354,688 | -$2,050,822 | -3.77% | |
| Ubs Group Ag | 0.01% | 1,510,646 | $41,678,722 | $40,107,651 | -$1,571,071 | -3.77% | |
| Mcgowan Group Asset Management, Inc. | 4.66% | 1,390,745 | $38,370,646 | $36,924,280 | -$1,446,366 | -3.77% | |
| Royal Bank Of Canada | 0.00% | 929,882 | $25,655,000 | $24,688,367 | -$966,633 | -3.77% | |
| Raymond James Financial Inc | 0.01% | 926,277 | $25,555,975 | $24,592,654 | -$963,321 | -3.77% | |
| Bank Of America Corp | 0.00% | 904,201 | $24,946,919 | $24,006,537 | -$940,382 | -3.77% | |
| Sns Financial Group, Llc | 0.47% | 877,718 | $24,216,240 | $23,303,413 | -$912,827 | -3.77% | |
| Lpl Financial Llc | 0.00% | 728,909 | $20,110,591 | $19,352,534 | -$758,057 | -3.77% | |
| Sit Investment Associates Inc | 0.25% | 483,836 | $13,349,000 | $12,845,846 | -$503,154 | -3.77% | |
| Osaic Holdings, Inc. | 0.02% | 479,412 | $13,228,491 | $12,728,389 | -$500,102 | -3.78% | |
| Captrust Financial Advisors | 0.02% | 437,428 | $12,068,642 | $11,613,713 | -$454,929 | -3.77% | |
| Stifel Financial Corp | 0.01% | 418,188 | $11,537,846 | $11,102,891 | -$434,955 | -3.77% | |
| Srh Advisors, Llc | 2.58% | 407,417 | $10,042,841 | $10,816,921 | +$774,080 | +7.71% | |
| Ameriprise Financial Inc | 0.00% | 302,343 | $8,341,659 | $8,027,207 | -$314,452 | -3.77% | |
| Bedell Frazier Investment Counselling, Llc | 1.62% | 309,461 | $8,008,851 | $8,216,190 | +$207,339 | +2.59% | |
| Kestra Advisory Services, Llc | 0.02% | 247,127 | $6,818,233 | $6,561,222 | -$257,011 | -3.77% | |
| C2C Wealth Management, Llc | 5.30% | 275,970 | $6,802,660 | $7,327,004 | +$524,344 | +7.71% | |
| Sanctuary Advisors, Llc | 0.03% | 241,073 | $6,651,204 | $6,400,488 | -$250,716 | -3.77% | |
| Cetera Investment Advisers | 0.00% | 177,564 | $4,898,997 | $4,714,324 | -$184,673 | -3.77% | |
| Karpus Management, Inc. | 0.13% | 169,607 | $4,679,457 | $4,503,066 | -$176,391 | -3.77% | |
| Atria Investments, Inc | 0.04% | 180,298 | $4,444,346 | $4,786,912 | +$342,566 | +7.71% | |
| Matrix Private Capital Group | Richard S. Fuld | 1.78% | 148,193 | $4,088,642 | $3,934,524 | -$154,118 | -3.77% |
| Truist Financial Corp | 0.00% | 160,424 | $3,954,452 | $4,259,257 | +$304,805 | +7.71% | |
| Advisory Services Network, Llc | 0.04% | 138,627 | $3,824,730 | $3,680,547 | -$144,183 | -3.77% | |
| First Trust Advisors Lp | 0.00% | 127,760 | $3,524,899 | $3,392,028 | -$132,871 | -3.77% | |
| Conning Inc. | 0.10% | 134,450 | $3,314,192 | $3,569,648 | +$255,456 | +7.71% | |
| Commonwealth Equity Services, Llc | 0.00% | 106,612 | $2,941,410 | $2,830,549 | -$110,861 | -3.77% | |
| Janney Montgomery Scott Llc | 0.01% | 97,697 | $2,695,000 | $2,593,855 | -$101,145 | -3.75% | |
| Rathbones Group Plc | 0.01% | 87,931 | $2,426,016 | $2,334,568 | -$91,448 | -3.77% | |
| Venture Visionary Partners Llc | 0.06% | 97,124 | $2,394,107 | $2,578,642 | +$184,535 | +7.71% | |
| Independent Financial Group, Llc | 0.04% | 96,025 | $2,367,027 | $2,549,464 | +$182,437 | +7.71% | |
| Private Advisor Group, Llc | 0.01% | 85,029 | $2,345,940 | $2,257,520 | -$88,420 | -3.77% | |
| Mariner, Llc | 0.00% | 84,584 | $2,333,670 | $2,245,705 | -$87,965 | -3.77% | |
| Smith Asset Management Co., Llc | 1.83% | 90,908 | $2,240,882 | $2,413,607 | +$172,725 | +7.71% | |
| Goldman Sachs Group Inc | 0.00% | 79,513 | $2,193,757 | $2,111,070 | -$82,687 | -3.77% | |
| Advisory Advocates, Llc | 1.85% | 78,340 | $2,161,401 | $2,079,927 | -$81,474 | -3.77% | |
| Nwf Advisory Services Inc. | 0.20% | 87,667 | $2,161,007 | $2,327,559 | +$166,552 | +7.71% | |
| World Investment Advisors | 0.03% | 64,907 | $1,679,794 | $1,723,281 | +$43,487 | +2.59% | |
| J.W. Cole Advisors, Inc. | 0.03% | 58,606 | $1,616,930 | $1,555,989 | -$60,941 | -3.77% | |
| Rivernorth Capital Management, Llc | 0.08% | 58,094 | $1,602,813 | $1,542,396 | -$60,417 | -3.77% | |
| Accel Wealth Management | 0.34% | 64,755 | $1,596,199 | $1,719,245 | +$123,046 | +7.71% | |
| Newedge Advisors, Llc | 0.00% | 57,017 | $1,573,120 | $1,513,801 | -$59,319 | -3.77% | |
| Griffin Asset Management, Inc. | 0.17% | 63,191 | $1,557,664 | $1,677,721 | +$120,057 | +7.71% | |
| Aviance Capital Partners, Llc | 0.14% | 56,509 | $1,392,935 | $1,500,314 | +$107,379 | +7.71% | |
| &Partners | 0.01% | 49,099 | $1,354,100 | $1,303,578 | -$50,522 | -3.73% | |
| Bluefin Capital Management, Llc | 0.39% | 48,680 | $1,343,081 | $1,292,454 | -$50,627 | -3.77% | |
| Mission Hills Financial Advisory, Llc | 0.56% | 46,108 | $1,272,118 | $1,224,167 | -$47,951 | -3.77% | |
| Pmg Family Office Llc | 1.18% | 51,558 | $1,270,905 | $1,368,865 | +$97,960 | +7.71% |
Frequently asked questions about UTF
Who are the largest institutional holders of UTF?
The largest institutional holders of UTF reported in the latest SEC Form 13F filings include Paralel Advisors Llc, Morgan Stanley, Wells Fargo & Company/Mn, Ubs Group Ag, and Mcgowan Group Asset Management, Inc.. InsiderSet ranks institutional holders by their latest reported UTF position.
What is UTF institutional ownership?
This page tracks UTF positions reported by institutional investment managers through SEC Form 13F. COHEN & STEERS INFRASTRUCTUR (UTF) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own UTF?
InsiderSet currently tracks 243 institutional managers reporting UTF 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 UTF shareholders.
How much UTF stock do institutions own?
Institutional investment managers disclosed approximately $628.85M in UTF holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was UTF institutional ownership last updated?
The latest UTF 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 UTF 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 UTF position after the reporting date.
Are institutions buying or selling UTF?
Institutional buying and selling can be analyzed by comparing UTF positions across consecutive 13F reporting periods. InsiderSet's UTF Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View UTF ownership changes.
How has UTF institutional ownership changed over time?
InsiderSet tracks UTF institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.