192 tracked 13F filers disclose a position in UTL as of the latest SEC 13F filings, a combined $701.2M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | $148.0M | 2.8M | ▼−13% Reduced · −431K sh | Q1 2026 | |
| 2 | VANGUARD CAPITAL MANAGEMENT LLC | $42.3M | 810K | →First observed position No prior filed position | Q1 2026 | |
| 3 | STATE STREET CORP | $38.4M | 735K | ▲+1.9% Added · +14K sh | Q1 2026 | |
| 4 | FRONTIER CAPITAL MANAGEMENT CO LLC | $28.7M | 549K | ▼−2.2% Reduced · −12K sh | Q1 2026 | |
| 5 | MANUFACTURERS LIFE INSURANCE COMPANY, THE | $26.7M | 511K | ▼−2.9% Reduced · −16K sh | Q1 2026 | |
| 6 | VANGUARD PORTFOLIO MANAGEMENT LLC | $26.5M | 508K | →First observed position No prior filed position | Q1 2026 | |
| 7 | RENAISSANCE TECHNOLOGIES LLC | $25.6M | 490K | ▲+23% Added · +93K sh | Q1 2026 | |
| 8 | JPMORGAN CHASE & CO | $25.8M | 486K | ▼−13% Reduced · −72K sh | Q1 2026 | |
| 9 | GEODE CAPITAL MANAGEMENT, LLC | $22.6M | 433K | ▲+2.0% Added · +8K sh | Q1 2026 | |
| 10 | DIMENSIONAL FUND ADVISORS LP | $17.8M | 341K | ▼−2.4% Reduced · −8K sh | Q1 2026 | |
| 11 | Boston Trust Walden Corp | $17.8M | 340K | ▼−12% Reduced · −45K sh | Q1 2026 | |
| 12 | MORGAN STANLEY | $15.5M | 297K | ▲+11% Added · +29K sh | Q1 2026 | |
| 13 | TWO SIGMA INVESTMENTS, LP | $14.2M | 272K | ▲+110% Added · +143K sh | Q1 2026 | |
| 14 | Aristotle Capital Boston, LLC | $13.6M | 261K | ▼−5.0% Reduced · −14K sh | Q1 2026 | |
| 15 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $13.4M | 256K | ▼−4.4% Reduced · −12K sh | Q1 2026 | |
| 16 | REAVES W H & CO INC | $13.0M | 248K | ▼−9.7% Reduced · −27K sh | Q1 2026 | |
| 17 | NORTHERN TRUST CORP | $12.3M | 236K | ▲+5.4% Added · +12K sh | Q1 2026 | |
| 18 | GOLDMAN SACHS GROUP INC | $10.8M | 206K | ▲+40% Added · +60K sh | Q1 2026 | |
| 19 | HEARTLAND ADVISORS INC | $7.8M | 150K | ▲New +150K sh | Q1 2026 | |
| 20 | Nuveen, LLC | $7.2M | 137K | ▲+24% Added · +27K sh | Q1 2026 | |
| 21 | HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | $6.5M | 125K | ▼−4.4% Reduced · −6K sh | Q1 2026 | |
| 22 | ProShare Advisors LLC | $6.3M | 121K | ▼−6.0% Reduced · −8K sh | Q1 2026 | |
| 23 | CITADEL ADVISORS LLC | $6.3M | 121K | ▲+186% Added · +79K sh | Q1 2026 | |
| 24 | VANGUARD FIDUCIARY TRUST CO | $6.1M | 118K | →First observed position No prior filed position | Q1 2026 | |
| 25 | JANE STREET GROUP, LLC | $5.7M | 108K | ▲New +108K sh | Q1 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
Last quarter, 7 funds opened a new position in UTL and 22 added to an existing one, while 13 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Combined value |
|---|---|---|
| MICROSOFT CORPMSFT | 70 funds | $34.5B |
| CHEVRON CORPCVX | 70 funds | $4.5B |
| UNITEDHEALTH GROUP INCUNH | 70 funds | $4.0B |
| ALPHABET INC-CL AGOOGL | 69 funds | $22.3B |
| HONEYWELL INTERNATIONAL INCHON | 69 funds | $2.5B |
| APPLE INCAAPL | 68 funds | $39.4B |
| AMAZON.COM INCAMZN | 68 funds | $24.6B |
| JPMORGAN CHASE & COJPM | 68 funds | $9.8B |
| ELI LILLY & COLLY | 68 funds | $8.4B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 68 funds | $7.6B |
| VISA INC-CLASS A SHARESV | 68 funds | $6.9B |
| EXXON MOBIL CORPXOM | 68 funds | $6.5B |
Ranked by how many of UTL's institutional holders also hold each name, a cross-fund conviction signal.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Mar 23, 2021 | BLACK TODD R | Senior Vice President | Sell (S) | 6K | $291K |
| Dec 30, 2020 | Hevert Robert B | SVP, CFO & Treasurer | Buy (P) | 200 | $9K |
| Dec 29, 2020 | MEISSNER THOMAS P JR | Chairman, President & CEO, Director | Buy (P) | 900 | $39K |
| Dec 29, 2020 | MEISSNER THOMAS P JR | Chairman, President & CEO, Director | Buy (P) | 100 | $4K |
| Dec 29, 2020 | Hevert Robert B | SVP, CFO & Treasurer | Buy (P) | 100 | $4K |
This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/UTL/capital-change-brief"
Use Arkolith's capital_change_brief for UTL. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for UTL. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.