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 $501.68M 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 $53.47M 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 $52.42M, representing an estimated loss of -1.96% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 50% 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
247
Total Reported Value
$501.68M
Largest Holder
Bank Of America Corp
Largest Position
$53.47M
Insider Transactions (90d)
4
Latest Filing Quarter
Q2 2026
New Institutional Positions
70
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% | 1,361,230 | $53,469,128 | $52,420,967 | -$1,048,161 | -1.96% | |
| Morgan Stanley | 0.00% | 1,138,657 | $44,726,465 | $43,849,681 | -$876,784 | -1.96% | |
| Lpl Financial Llc | 0.01% | 819,415 | $32,186,621 | $31,555,672 | -$630,949 | -1.96% | |
| Wells Fargo & Company/Mn | 0.01% | 707,581 | $27,793,774 | $27,248,944 | -$544,830 | -1.96% | |
| Royal Bank Of Canada | 0.00% | 576,373 | $22,639,000 | $22,196,124 | -$442,876 | -1.96% | |
| Commonwealth Equity Services, Llc | 0.02% | 437,513 | $17,815,516 | $16,848,626 | -$966,890 | -5.43% | |
| Captrust Financial Advisors | 0.03% | 365,861 | $14,371,010 | $14,089,307 | -$281,703 | -1.96% | |
| Raymond James Financial Inc | 0.00% | 359,278 | $14,112,441 | $13,835,796 | -$276,645 | -1.96% | |
| J.W. Cole Advisors, Inc. | 0.23% | 323,107 | $13,156,907 | $12,442,851 | -$714,056 | -5.43% | |
| Ameriprise Financial Inc | 0.00% | 332,261 | $13,045,578 | $12,795,371 | -$250,207 | -1.92% | |
| Stifel Financial Corp | 0.01% | 298,420 | $11,721,804 | $11,492,154 | -$229,650 | -1.96% | |
| Ubs Group Ag | 0.00% | 262,401 | $10,307,111 | $10,105,063 | -$202,048 | -1.96% | |
| Gerald Baker Financial Group Llc | 2.90% | 250,323 | $10,193,144 | $9,639,939 | -$553,205 | -5.43% | |
| Oak Family Advisors, Llc | 2.92% | 247,979 | $10,097,722 | $9,549,671 | -$548,051 | -5.43% | |
| Osaic Holdings, Inc. | 0.01% | 253,611 | $9,962,271 | $9,766,560 | -$195,711 | -1.96% | |
| Magnus Financial Group Llc | 0.69% | 238,730 | $9,721,100 | $9,193,492 | -$527,608 | -5.43% | |
| Sterling Investment Advisors, Ltd. | 1.29% | 189,654 | $7,722,709 | $7,303,576 | -$419,133 | -5.43% | |
| Cetera Investment Advisers | 0.01% | 165,248 | $6,490,942 | $6,363,700 | -$127,242 | -1.96% | |
| Wealthspire Advisors, Llc | 0.05% | 151,869 | $5,965,433 | $5,848,475 | -$116,958 | -1.96% | |
| Lido Advisors, Llc | 0.02% | 150,589 | $5,915,150 | $5,799,182 | -$115,968 | -1.96% | |
| Jbr Co Financial Management Inc | 2.12% | 142,777 | $5,813,879 | $5,498,342 | -$315,537 | -5.43% | |
| Private Advisor Group, Llc | 0.03% | 140,096 | $5,704,706 | $5,395,097 | -$309,609 | -5.43% | |
| Guggenheim Capital Llc | 0.04% | 132,699 | $5,212,417 | $5,110,238 | -$102,179 | -1.96% | |
| Hbw Advisory Services Llc | 0.41% | 111,666 | $4,547,040 | $4,300,258 | -$246,782 | -5.43% | |
| Mariner, Llc | 0.01% | 111,222 | $4,368,796 | $4,283,159 | -$85,637 | -1.96% | |
| Independent Financial Group, Llc | 0.07% | 89,708 | $3,652,917 | $3,454,655 | -$198,262 | -5.43% | |
| Reaves W H & Co Inc | 0.05% | 85,747 | $3,491,610 | $3,302,117 | -$189,493 | -5.43% | |
| Wealth Effects Llc | 1.15% | 82,866 | $3,254,957 | $3,191,170 | -$63,787 | -1.96% | |
| Tradition Wealth Management, Llc | 0.23% | 82,341 | $3,234,355 | $3,170,952 | -$63,403 | -1.96% | |
| Smith Asset Management Co., Llc | 2.37% | 73,879 | $3,008,353 | $2,845,080 | -$163,273 | -5.43% | |
| Oppenheimer & Co Inc | 0.03% | 71,431 | $2,908,670 | $2,750,808 | -$157,862 | -5.43% | |
| Nwf Advisory Services Inc. | 0.27% | 69,225 | $2,818,843 | $2,665,855 | -$152,988 | -5.43% | |
| Longview Wealth Management | 0.70% | 67,338 | $2,742,000 | $2,593,186 | -$148,814 | -5.43% | |
| &Partners | 0.01% | 68,960 | $2,703,537 | $2,655,650 | -$47,887 | -1.77% | |
| Jefferies Financial Group Inc. | 0.03% | 62,870 | $2,469,534 | $2,421,124 | -$48,410 | -1.96% | |
| Northwestern Mutual Wealth Management Co | 0.00% | 58,129 | $2,283,315 | $2,238,548 | -$44,767 | -1.96% | |
| Nbc Securities, Inc. | 0.15% | 54,264 | $2,209,660 | $2,089,707 | -$119,953 | -5.43% | |
| First Trust Advisors Lp | 0.00% | 54,706 | $2,148,854 | $2,106,728 | -$42,126 | -1.96% | |
| Kestra Advisory Services, Llc | 0.01% | 52,218 | $2,126,305 | $2,010,915 | -$115,390 | -5.43% | |
| Griffin Asset Management, Inc. | 0.22% | 51,635 | $2,102,597 | $1,988,464 | -$114,133 | -5.43% | |
| Pnc Financial Services Group, Inc. | 0.00% | 53,449 | $2,099,477 | $2,058,321 | -$41,156 | -1.96% | |
| Stratos Wealth Partners, Ltd. | 0.02% | 51,854 | $2,036,836 | $1,996,898 | -$39,938 | -1.96% | |
| Samalin Investment Counsel, Llc | 0.65% | 49,883 | $2,031,223 | $1,920,994 | -$110,229 | -5.43% | |
| Kercheville Advisors, Llc | 0.61% | 49,353 | $2,009,655 | $1,900,584 | -$109,071 | -5.43% | |
| Steward Partners Investment Advisory, Llc | 0.01% | 50,113 | $1,968,429 | $1,929,852 | -$38,577 | -1.96% | |
| Strategic Family Wealth Counselors, L.L.C. | 0.51% | 49,895 | $1,959,867 | $1,921,456 | -$38,411 | -1.96% | |
| Wealth Enhancement Advisory Services, Llc | 0.00% | 47,690 | $1,946,716 | $1,836,542 | -$110,174 | -5.66% | |
| Integrity Alliance, Llc. | 0.06% | 45,914 | $1,869,627 | $1,768,148 | -$101,479 | -5.43% | |
| Wright Wealth Llc | 1.10% | 44,805 | $1,824,460 | $1,725,441 | -$99,019 | -5.43% | |
| Aegis Wealth Management, Inc. | 1.06% | 40,437 | $1,646,595 | $1,557,229 | -$89,366 | -5.43% |
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.