REAVES UTILITY INCOME FUND (UTG) Institutional Shareholders
REAVES UTILITY INCOME FUND (UTG) 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 $548.55M in UTG holdings during the latest filing period.
Bank Of America Corp is currently the largest disclosed institutional shareholder of UTG tracked by InsiderSet, reporting ownership valued at approximately $53.24M 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 $47.00M, representing an estimated loss of -11.71% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 49% of the total disclosed UTG value among the investors covered in this analysis. Major shareholders include Bank Of America Corp, Morgan Stanley, Lpl Financial Llc, and several other long-term asset managers with concentrated positions in REAVES UTILITY INCOME FUND (UTG).
This page ranks the largest institutional UTG 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
260
Total Reported Value
$548.55M
Largest Holder
Bank Of America Corp
Largest Position
$53.24M
Insider Transactions (90d)
2
Latest Filing Quarter
Q2 2026
New Institutional Positions
53
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Bank Of America Corp | 0.00% | 1,307,405 | $53,237,517 | $47,001,210 | -$6,236,307 | -11.71% | |
| Morgan Stanley | 0.00% | 1,205,092 | $49,071,384 | $43,323,057 | -$5,748,327 | -11.71% | |
| Lpl Financial Llc | 0.01% | 877,625 | $35,736,893 | $31,550,619 | -$4,186,274 | -11.71% | |
| Wells Fargo & Company/Mn | 0.00% | 694,103 | $28,263,864 | $24,953,003 | -$3,310,861 | -11.71% | |
| Raymond James Financial Inc | 0.01% | 548,908 | $22,351,557 | $19,733,243 | -$2,618,314 | -11.71% | |
| Royal Bank Of Canada | 0.00% | 532,580 | $21,687,000 | $19,146,251 | -$2,540,749 | -11.72% | |
| Commonwealth Equity Services, Llc | 0.02% | 437,513 | $17,815,516 | $15,728,592 | -$2,086,924 | -11.71% | |
| Captrust Financial Advisors | 0.02% | 380,508 | $15,494,291 | $13,679,263 | -$1,815,028 | -11.71% | |
| Ameriprise Financial Inc | 0.00% | 325,955 | $13,273,005 | $11,718,082 | -$1,554,923 | -11.71% | |
| J.W. Cole Advisors, Inc. | 0.23% | 323,107 | $13,156,907 | $11,615,697 | -$1,541,210 | -11.71% | |
| Stifel Financial Corp | 0.01% | 296,826 | $12,086,789 | $10,670,895 | -$1,415,894 | -11.71% | |
| Osaic Holdings, Inc. | 0.01% | 292,537 | $11,913,275 | $10,516,705 | -$1,396,570 | -11.72% | |
| Ubs Group Ag | 0.00% | 287,252 | $11,696,901 | $10,326,709 | -$1,370,192 | -11.71% | |
| Gerald Baker Financial Group Llc | 2.90% | 250,323 | $10,193,144 | $8,999,112 | -$1,194,032 | -11.71% | |
| Oak Family Advisors, Llc | 2.92% | 247,979 | $10,097,722 | $8,914,845 | -$1,182,877 | -11.71% | |
| Magnus Financial Group Llc | 0.69% | 238,730 | $9,721,100 | $8,582,344 | -$1,138,757 | -11.71% | |
| Sterling Investment Advisors, Ltd. | 1.29% | 189,654 | $7,722,709 | $6,818,061 | -$904,648 | -11.71% | |
| Newedge Advisors, Llc | 0.02% | 172,636 | $7,029,751 | $6,206,264 | -$823,487 | -11.71% | |
| Cetera Investment Advisers | 0.01% | 161,288 | $6,567,620 | $5,798,304 | -$769,316 | -11.71% | |
| Wealthspire Advisors, Llc | 0.04% | 159,511 | $6,495,271 | $5,734,420 | -$760,851 | -11.71% | |
| Jbr Co Financial Management Inc | 2.12% | 142,777 | $5,813,879 | $5,132,833 | -$681,046 | -11.71% | |
| Private Advisor Group, Llc | 0.03% | 140,096 | $5,704,706 | $5,036,451 | -$668,255 | -11.71% | |
| Janney Montgomery Scott Llc | 0.01% | 123,766 | $5,040,000 | $4,449,388 | -$590,612 | -11.72% | |
| Hbw Advisory Services Llc | 0.41% | 111,666 | $4,547,040 | $4,014,393 | -$532,647 | -11.71% | |
| Mariner, Llc | 0.00% | 108,647 | $4,424,087 | $3,905,860 | -$518,227 | -11.71% | |
| Lido Advisors, Llc | 0.01% | 98,304 | $4,002,974 | $3,534,029 | -$468,945 | -11.71% | |
| Tradition Wealth Management, Llc | 0.24% | 94,789 | $3,859,815 | $3,407,665 | -$452,150 | -11.71% | |
| Independent Financial Group, Llc | 0.07% | 89,708 | $3,652,917 | $3,225,003 | -$427,914 | -11.71% | |
| Reaves W H & Co Inc | 0.05% | 85,747 | $3,491,610 | $3,082,605 | -$409,005 | -11.71% | |
| Guggenheim Capital Llc | 0.02% | 82,301 | $3,351,297 | $2,958,721 | -$392,576 | -11.71% | |
| Wealth Effects Llc | 0.90% | 81,985 | $3,338,428 | $2,947,361 | -$391,067 | -11.71% | |
| Smith Asset Management Co., Llc | 2.37% | 73,879 | $3,008,353 | $2,655,950 | -$352,403 | -11.71% | |
| Oppenheimer & Co Inc | 0.03% | 71,431 | $2,908,670 | $2,567,944 | -$340,726 | -11.71% | |
| &Partners | 0.01% | 70,610 | $2,875,234 | $2,538,430 | -$336,805 | -11.71% | |
| Nwf Advisory Services Inc. | 0.27% | 69,225 | $2,818,843 | $2,488,639 | -$330,204 | -11.71% | |
| Jefferies Financial Group Inc. | 0.03% | 68,546 | $2,791,193 | $2,464,229 | -$326,964 | -11.71% | |
| Longview Wealth Management | 0.70% | 67,338 | $2,742,000 | $2,420,801 | -$321,199 | -11.71% | |
| Pnc Financial Services Group, Inc. | 0.00% | 59,465 | $2,421,429 | $2,137,767 | -$283,662 | -11.71% | |
| Cohen & Steers, Inc. | 0.00% | 58,000 | $2,362,000 | $2,085,100 | -$276,900 | -11.72% | |
| Stratos Wealth Partners, Ltd. | 0.02% | 56,442 | $2,298,329 | $2,029,090 | -$269,239 | -11.71% | |
| First Trust Advisors Lp | 0.00% | 56,303 | $2,292,661 | $2,024,093 | -$268,568 | -11.71% | |
| Stevens Capital Partners | 0.43% | 56,038 | $2,281,883 | $2,014,566 | -$267,317 | -11.71% | |
| Centaurus Financial, Inc. | 0.09% | 54,572 | $2,222,000 | $1,961,863 | -$260,137 | -11.71% | |
| Nbc Securities, Inc. | 0.15% | 54,264 | $2,209,660 | $1,950,791 | -$258,869 | -11.72% | |
| Kestra Advisory Services, Llc | 0.01% | 52,218 | $2,126,305 | $1,877,237 | -$249,068 | -11.71% | |
| Griffin Asset Management, Inc. | 0.22% | 51,635 | $2,102,597 | $1,856,278 | -$246,319 | -11.71% | |
| Steward Partners Investment Advisory, Llc | 0.01% | 51,586 | $2,100,592 | $1,854,517 | -$246,075 | -11.71% | |
| Samalin Investment Counsel, Llc | 0.65% | 49,883 | $2,031,223 | $1,793,294 | -$237,929 | -11.71% | |
| Kercheville Advisors, Llc | 0.61% | 49,353 | $2,009,655 | $1,774,240 | -$235,415 | -11.71% | |
| Strategic Family Wealth Counselors, L.L.C. | 0.46% | 48,173 | $1,961,614 | $1,731,819 | -$229,795 | -11.71% |
Frequently asked questions about UTG
Who owns the most UTG stock?
The largest holders of UTG 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 REAVES UTILITY INCOME FUND (UTG).
Is UTG widely held by superinvestors?
Many widely followed stocks like UTG appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly UTG 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.