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Who owns UTG?

Institutional ownership of Reaves Utility Income Fund from Form 13F, Q2 2026

262 institutional managers reported holding Reaves Utility Income Fund (UTG) in Form 13F filings for Q2 2026, with 13,811,804 shares worth $562M. The largest reported holder was Bank of America Corp. Managers that filed both quarters added a net 1,142,261 shares (+9.0%). 34 opened new positions and 13 sold out.

Funds holding
262
Value held
$562M
New / sold out
34 / 13
Net shares, same filers
+9.0%

Holdings as of June 30, 2026, the end of Q2 2026. Managers have 45 days after a quarter ends to file Form 13F (by August 14, 2026 for Q2 2026), so positions may have changed since.

Largest holders of UTG

FundValueShare of 13F holdingsSharesMove
Bank of America Corp$53.2M9.5%1,307,405Trimmed
Morgan Stanley$49.1M8.7%1,205,092Added
LPL Financial LLC$35.7M6.4%877,625Added
Wells Fargo & Company$28.3M5.0%694,103Trimmed
Raymond James Financial Inc$22.4M4.0%548,908Added
Royal Bank of Canada$21.7M3.9%532,580Trimmed
Commonwealth Equity Services, LLC$17.8M3.2%437,513Added
Captrust Financial Advisors$15.5M2.8%380,508Added
Ameriprise Financial Inc$13.3M2.4%325,955Trimmed
J.w. Cole Advisors, Inc.$13.2M2.3%323,107New
Stifel Financial Corp$12.1M2.1%296,826Trimmed
Osaic Holdings, Inc.$11.9M2.1%292,537Added
UBS Group AG$11.7M2.1%287,252Added
Gerald Baker Financial Group LLC$10.2M1.8%250,323Added
Oak Family Advisors, LLC$10.1M1.8%247,979Added
Magnus Financial Group LLC$9.7M1.7%238,730Added
Cambridge Investment Research Advisors, Inc.$8.9M1.6%219,714Added
Sterling Investment Advisors, Ltd.$7.7M1.4%189,654Trimmed
NewEdge Advisors, LLC$7.0M1.2%172,636Added
Cetera Investment Advisers$6.6M1.2%161,288Trimmed
Wealthspire Advisors, LLC$6.5M1.2%159,511Added
JBR Co Financial Management Inc$5.8M1.0%142,777Added
Private Advisor Group, LLC$5.7M1.0%140,096Added
Janney Montgomery Scott LLC$5.0M0.9%123,766Added
HBW Advisory Services LLC$4.5M0.8%111,666Added

Share of 13F holdings is each fund's shares as a share of the 13,811,804 UTG shares all 13F filers reported, not of shares outstanding.

Biggest buyers in Q2 2026

  1. J.w. Cole Advisors, Inc. New+$13.2M
  2. Raymond James Financial Inc Added+$7.7M
  3. Cambridge Investment Research Advisors, Inc. Added+$4.5M
  4. NewEdge Advisors, LLC Added+$3.8M
  5. Morgan Stanley Added+$2.7M
  6. LPL Financial LLC Added+$2.4M
  7. Stevens Capital Partners New+$2.3M
  8. Osaic Holdings, Inc. Added+$1.6M
  9. Red Door Wealth Management, LLC New+$1.4M
  10. Susquehanna International Group, LLP New+$1.2M

Biggest sellers in Q2 2026

  1. Bank of America Corp Trimmed-$2.2M
  2. Lido Advisors, LLC Trimmed-$2.1M
  3. Guggenheim Capital LLC Trimmed-$2.1M
  4. Royal Bank of Canada Trimmed-$1.8M
  5. Debussy Capital Management LP Sold out-$619K
  6. Wells Fargo & Company Trimmed-$549K
  7. Summit Financial, LLC Trimmed-$512K
  8. Neville Rodie & Shaw Inc Sold out-$499K
  9. Wealthcare Advisory Partners LLC Sold out-$463K
  10. CreativeOne Wealth, LLC Trimmed-$448K

The change in shares since the quarter before, adjusted for stock splits and priced at the Q2 2026 value per share. Funds bought $62.6M and sold $16.0M; 101 added and 50 trimmed.

Questions about UTG ownership

Who owns UTG stock?
262 institutional investment managers reported UTG positions in their Form 13F filings for Q2 2026, holding 13,811,804 shares worth $562M in total. Bank of America Corp reported the largest position.
Are funds buying or selling UTG?
In Q2 2026, 34 managers opened new UTG positions, 101 added, 50 trimmed and 13 sold out. Managers that filed in both quarters added a net 1,142,261 shares.
How current is this UTG institutional ownership data?
It covers holdings as of the end of Q2 2026. Managers have 45 days after the quarter ends to file Form 13F (by August 14, 2026 for Q2 2026), so positions may have changed since.

From the SEC's Form 13F data sets for Q2 2026: every 13F holdings report, matched to UTG by CUSIP. Options are left out. UTG news and filings · UTG insider trades · Top funds