undamentalytics Newsletter

Unitil Corp: which funds bought and sold

Institutions that bought and sold Unitil shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.

Between March 31, 2026 and June 30, 2026, 128 institutions that filed 13F reports for both quarters added to or opened positions in Unitil, and 97 cut or closed them. Together they added a net 642K shares, +4.4% on what they held at the start of the quarter. Active managers and hedge funds on our list were net buyers of 84K shares (+2.9%); index fund managers were net buyers of 153K shares (+2.5%). 31 opened a new position and 27 sold out entirely.

Bought, Q2 2026 128 institutions, 31 of them new holders Sold, Q2 2026 97 institutions, 27 of them sold out
Net change, all compared +642K shares (+4.4%)
Net change, active managers +84K shares (+2.9%), 18 bought, 18 sold

Buyers versus sellers

institutions compared, 264
Active managers and hedge funds 18 bought · 18 sold · +84K
Index fund managers 7 bought · 4 sold · +153K
Other institutions 103 bought · 75 sold · +405K

Biggest buyers

by change in shares held
Biggest buyers
Institution Change in shares Shares June 30, 2026 Value
Bragg Financial Advisors, Inc +244K New position 244K $12.8M
AQR Capital Management LLC Hedge fund +131K +419.5% 162K $8.5M
Morgan Stanley +115K +38.6% 412K $21.7M
Heartland Advisors Inc +82K +54.9% 232K $12.2M
Citadel Advisors LLC Hedge fund +74K +60.8% 195K $10.3M
Two Sigma Investments, LP Hedge fund +70K +25.6% 342K $18M
Blackrock, Inc. Index funds +60K +2.1% 2.9M $152M
UBS Group AG +58K +240.8% 82K $4.3M
State Street Corp Index funds +47K +6.4% 782K $41.2M
Geode Capital Management, LLC Index funds +34K +8.0% 467K $24.6M
FMR LLC Active manager +32K +299.1% 43K $2.3M
Segall Bryant & Hamill, LLC Active manager +29K New position 29K $1.5M
Nuveen, LLC +27K +19.4% 164K $8.6M
Wedge Capital Management L L P Active manager +24K +87.1% 52K $2.7M
Martingale Asset Management L P Active manager +23K +58.6% 63K $3.3M
Csm Advisors, LLC +22K +16.4% 157K $8.2M
D. E. Shaw & Co., Inc. Hedge fund +19K New position 19K $1M
Midwest Trust Co +18K +276.9% 24K $1.3M
New Hampshire Trust +18K +276.9% 24K $1.3M
Cambridge Investment Research Advisors, Inc. +17K +96.7% 34K $1.8M

Biggest sellers

by change in shares held
Biggest sellers
Institution Change in shares Shares June 30, 2026 Value
Wellington Management Group LLP Active manager −111K −18.4% 491K $25.9M
Jane Street Group, LLC −108K Sold out 0 —
Renaissance Technologies LLC Hedge fund −83K −16.8% 408K $21.5M
HRT Financial LP −81K −73.3% 29K $1.6M
Millennium Management LLC Hedge fund −64K Sold out 0 —
Goldman Sachs Group Inc −46K −22.2% 161K $8.5M
Reaves W H & Co Inc −41K −16.7% 207K $10.9M
Trexquant Investment LP Hedge fund −31K Sold out 0 —
Point72 Asset Management, L.P. Hedge fund −19K Sold out 0 —
Johnson Investment Counsel Inc −18K −29.2% 45K $2.3M
Boston Trust Walden Corp −17K −5.1% 323K $17M
Sei Investments Co −16K −19.8% 65K $3.4M
Squarepoint Ops LLC Hedge fund −16K −68.7% 7,106 $374,415
Aristotle Capital Boston, LLC −13K −5.0% 248K $13M
Russell Investments Group, Ltd. −12K −12.3% 85K $4.5M
Susquehanna International Group, LLP −11K −64.1% 6,278 $330,788
Jpmorgan Chase & Co −10K −2.1% 476K $25.3M
Acadian Asset Management LLC Active manager −9,388 Sold out 0 —
Man Group PLC Hedge fund −8,132 Sold out 0 —
Tudor Investment Corp Et Al Hedge fund −8,064 Sold out 0 —

New positions

largest by value
InstitutionSharesValue June 30, 2026
Bragg Financial Advisors, Inc 244K $12.8M
Segall Bryant & Hamill, LLCActive manager 29K $1.5M
D. E. Shaw & Co., Inc.Hedge fund 19K $1M
Ieq Capital, LLC 16K $827,760
Amundi 12K $640,921
Franklin Resources IncActive manager 12K $636,179
Wealth Enhancement Advisory Services, LLC 8,755 $464,515
Y-Intercept (Hong Kong) Ltd 8,381 $441,595
Hancock Whitney Corp 7,468 $393,489
Mariner, LLC 7,070 $372,527

Sold out

largest by value
InstitutionSharesValue March 31, 2026
Jane Street Group, LLC 108K $5.7M
Millennium Management LLCHedge fund 64K $3.3M
Trexquant Investment LPHedge fund 31K $1.6M
Point72 Asset Management, L.P.Hedge fund 19K $980,806
Acadian Asset Management LLCActive manager 9,388 $490,000
Man Group PLCHedge fund 8,132 $424,816
Tudor Investment Corp Et AlHedge fund 8,064 $421,263
Sanctuary Advisors, LLC 6,049 $316,000
Empirical Asset Management, LLC 5,825 $304,298
Engineers Gate Manager LPHedge fund 5,326 $278,230

Who holds the shares

13F holdings at June 30, 2026
Institutions reporting
242
Ten largest holders
51.4%
of 13F-reported shares
Index fund managers
40.8%
of 13F-reported shares
Active managers and hedge funds
19.3%
of 13F-reported shares
Buying and selling by type of institution, March 31, 2026 to June 30, 2026
TypeBoughtSoldNewSold outNet change in sharesNet %
Active managers and hedge funds 18 18 5 9 +84K +2.9%
Index fund managers 7 4 0 0 +153K +2.5%
Other institutions 103 75 26 18 +405K +7.2%

Active managers and hedge funds: a list we maintain of about 400 well-known stock-picking firms and hedge funds, matched by SEC registration number (CIK) and checked against the filer names each quarter. Index fund managers: the large index houses, such as BlackRock, Vanguard, State Street, Geode and Northern Trust. Every other filer (banks, brokers, wealth managers, pension funds, insurers and firms not on the list) counts as another institution. A firm that files under several SEC registrations appears once for each.

← Back to Unitil Corp · Insiders · Politicians