UTG Institutional Ownership & Shareholders
REAVES UTILITY INCOME FUND (UTG) is currently held by 249 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $527.24M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
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 $45.81M, representing an estimated loss of -13.95% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 51% 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
249
Total Reported Value
$527.24M
Largest Holder
Bank Of America Corp
Largest Position
$53.24M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
51
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 | $45,811,471 | -$7,426,046 | -13.95% | |
| Morgan Stanley | 0.00% | 1,205,092 | $49,071,384 | $42,226,424 | -$6,844,960 | -13.95% | |
| Lpl Financial Llc | 0.01% | 877,625 | $35,736,893 | $30,751,980 | -$4,984,913 | -13.95% | |
| Wells Fargo & Company/Mn | 0.00% | 694,103 | $28,263,864 | $24,321,369 | -$3,942,495 | -13.95% | |
| Raymond James Financial Inc | 0.01% | 548,908 | $22,351,557 | $19,233,736 | -$3,117,821 | -13.95% | |
| Royal Bank Of Canada | 0.00% | 532,580 | $21,687,000 | $18,661,603 | -$3,025,397 | -13.95% | |
| Captrust Financial Advisors | 0.02% | 380,508 | $15,494,291 | $13,333,000 | -$2,161,291 | -13.95% | |
| Commonwealth Equity Services, Llc | 0.02% | 425,991 | $14,632,798 | $14,926,725 | +$293,927 | +2.01% | |
| Ameriprise Financial Inc | 0.00% | 325,955 | $13,273,005 | $11,421,463 | -$1,851,542 | -13.95% | |
| J.W. Cole Advisors, Inc. | 0.23% | 323,107 | $13,156,907 | $11,321,669 | -$1,835,238 | -13.95% | |
| Stifel Financial Corp | 0.01% | 296,826 | $12,086,789 | $10,400,783 | -$1,686,006 | -13.95% | |
| Osaic Holdings, Inc. | 0.01% | 292,537 | $11,913,275 | $10,250,496 | -$1,662,779 | -13.96% | |
| Ubs Group Ag | 0.00% | 287,252 | $11,696,901 | $10,065,310 | -$1,631,591 | -13.95% | |
| Gerald Baker Financial Group Llc | 2.58% | 266,240 | $9,145,341 | $9,329,050 | +$183,709 | +2.01% | |
| Oak Family Advisors, Llc | 2.65% | 242,912 | $8,344,044 | $8,511,636 | +$167,592 | +2.01% | |
| Magnus Financial Group Llc | 0.54% | 234,914 | $8,069,303 | $8,231,387 | +$162,084 | +2.01% | |
| Newedge Advisors, Llc | 0.02% | 172,636 | $7,029,751 | $6,049,165 | -$980,586 | -13.95% | |
| Sterling Investment Advisors, Ltd. | 1.10% | 193,390 | $6,642,961 | $6,776,386 | +$133,425 | +2.01% | |
| Cetera Investment Advisers | 0.01% | 161,288 | $6,567,620 | $5,651,532 | -$916,088 | -13.95% | |
| Wealthspire Advisors, Llc | 0.04% | 159,511 | $6,495,271 | $5,589,265 | -$906,006 | -13.95% | |
| Private Advisor Group, Llc | 0.03% | 140,096 | $5,704,706 | $4,908,964 | -$795,742 | -13.95% | |
| Jbr Co Financial Management Inc | 2.16% | 141,083 | $5,633,444 | $4,943,548 | -$689,896 | -12.25% | |
| Janney Montgomery Scott Llc | 0.01% | 123,766 | $5,040,000 | $4,336,761 | -$703,239 | -13.95% | |
| Hbw Advisory Services Llc | 0.47% | 137,098 | $4,709,304 | $4,803,914 | +$94,610 | +2.01% | |
| Mariner, Llc | 0.00% | 108,647 | $4,424,087 | $3,806,991 | -$617,096 | -13.95% | |
| Lido Advisors, Llc | 0.01% | 98,304 | $4,002,974 | $3,444,572 | -$558,402 | -13.95% | |
| Tradition Wealth Management, Llc | 0.24% | 94,789 | $3,859,815 | $3,321,407 | -$538,408 | -13.95% | |
| Reaves W H & Co Inc | 0.05% | 85,747 | $3,491,610 | $3,004,575 | -$487,035 | -13.95% | |
| Guggenheim Capital Llc | 0.02% | 82,301 | $3,351,297 | $2,883,827 | -$467,470 | -13.95% | |
| Wealth Effects Llc | 0.87% | 93,009 | $3,194,858 | $3,259,035 | +$64,177 | +2.01% | |
| &Partners | 0.01% | 70,610 | $2,875,234 | $2,474,174 | -$401,060 | -13.95% | |
| Jefferies Financial Group Inc. | 0.03% | 68,546 | $2,791,193 | $2,401,852 | -$389,341 | -13.95% | |
| Samalin Investment Counsel, Llc | 0.89% | 80,653 | $2,770,445 | $2,826,081 | +$55,636 | +2.01% | |
| Oppenheimer & Co Inc | 0.03% | 77,201 | $2,651,854 | $2,705,123 | +$53,269 | +2.01% | |
| Smith Asset Management Co., Llc | 2.04% | 72,740 | $2,498,620 | $2,548,810 | +$50,190 | +2.01% | |
| Nwf Advisory Services Inc. | 0.23% | 72,655 | $2,495,706 | $2,545,831 | +$50,125 | +2.01% | |
| Pnc Financial Services Group, Inc. | 0.00% | 59,465 | $2,421,429 | $2,083,654 | -$337,775 | -13.95% | |
| Cohen & Steers, Inc. | 0.00% | 58,000 | $2,362,000 | $2,032,320 | -$329,680 | -13.96% | |
| Stratos Wealth Partners, Ltd. | 0.02% | 56,442 | $2,298,329 | $1,977,728 | -$320,601 | -13.95% | |
| First Trust Advisors Lp | 0.00% | 56,303 | $2,292,661 | $1,972,857 | -$319,804 | -13.95% | |
| Longview Wealth Management | 0.55% | 66,696 | $2,290,993 | $2,337,028 | +$46,035 | +2.01% | |
| Centaurus Financial, Inc. | 0.09% | 54,572 | $2,222,000 | $1,912,203 | -$309,797 | -13.94% | |
| Steward Partners Investment Advisory, Llc | 0.01% | 51,586 | $2,100,592 | $1,807,573 | -$293,019 | -13.95% | |
| Nbc Securities, Inc. | 0.14% | 59,184 | $2,032,981 | $2,073,807 | +$40,826 | +2.01% | |
| Stevens Capital Partners | 0.34% | 57,000 | $1,957,936 | $1,997,280 | +$39,344 | +2.01% | |
| Ascentis Wealth Management, Llc | 0.28% | 45,377 | $1,847,839 | $1,590,010 | -$257,829 | -13.95% | |
| Griffin Asset Management, Inc. | 0.19% | 52,742 | $1,811,686 | $1,848,080 | +$36,394 | +2.01% | |
| Independent Financial Group, Llc | 0.03% | 51,898 | $1,782,724 | $1,818,506 | +$35,782 | +2.01% | |
| Kestra Advisory Services, Llc | 0.00% | 51,080 | $1,754,584 | $1,789,843 | +$35,259 | +2.01% | |
| Wealth Enhancement Advisory Services, Llc | 0.00% | 48,010 | $1,737,496 | $1,682,270 | -$55,226 | -3.18% |
Frequently asked questions about UTG
Who are the largest institutional holders of UTG?
The largest institutional holders of UTG reported in the latest SEC Form 13F filings include Bank Of America Corp, Morgan Stanley, Lpl Financial Llc, Wells Fargo & Company/Mn, and Raymond James Financial Inc. InsiderSet ranks institutional holders by their latest reported UTG position.
What is UTG institutional ownership?
This page tracks UTG positions reported by institutional investment managers through SEC Form 13F. REAVES UTILITY INCOME FUND (UTG) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own UTG?
InsiderSet currently tracks 249 institutional managers reporting UTG 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 UTG shareholders.
How much UTG stock do institutions own?
Institutional investment managers disclosed approximately $527.24M in UTG holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was UTG institutional ownership last updated?
The latest UTG 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 UTG 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 UTG position after the reporting date.
Are institutions buying or selling UTG?
Institutional buying and selling can be analyzed by comparing UTG positions across consecutive 13F reporting periods. InsiderSet's UTG Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View UTG ownership changes.
How has UTG institutional ownership changed over time?
InsiderSet tracks UTG institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.