Latest Period
Q2 2026
Security Snapshot
REAVES UTILITY INCOME FUND - COM SH BEN INT (UTG) Institutional Ownership
CUSIP: 756158101
13F Institutional Holders and Ownership History from Q1 2014 to Q3 2026
Institutions Reporting
266
Shares (Excl. Options)
13,697,873
Price
$40.72
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- Security type / class
- Equity / COM SH BEN INT
- Symbol
- UTG on NYSE
- All holders as of 30 Jun 2026
- Q2 2026
- Total 13F shares
- 13,697,873
- Total 13F value
- $557,643,953
- Portfolio coverage rank
- 0%
- Share change
- +1,029,158
- Value change
- +$42,028,426
- Number of holders
- 266
- SEC-reported price per share
- $37.97
Latest holder snapshot
5 signals
Issuer context
Names, identifiers, and filing context for this profile.
1 identity field
13F Shares, Excluding Options vs Price
13F Value, Excluding Options
Total Investors
Key facts
- UTG - REAVES UTILITY INCOME FUND - COM SH BEN INT is tracked under CUSIP 756158101.
- 266 institutions reported positions in Q2 2026.
- Schedule 13D/13G significant owner rows are not currently available.
Change
- Holder count moved from 266 to 2 between Q2 2026 and Q3 2026.
- SEC-reported value moved from $557,643,953 to $217,034.
Research use
- You can quickly see who holds this security, then open quarter and manager detail pages for full evidence.
- 13F and Schedule 13D/13G sections are kept together so you can cross-check institutional and beneficial ownership context.
Evidence
Source: SEC Form 13F
Open SEC evidence
Latest holder context comes from 266 institutions filings for Q2 2026.
Security key
756158101
Latest holder period
Q2 2026
13F holders
266
13D/G owners
0
CIK / CUSIP context first
Open Q2 2026 holders
UTG full holder history
REAVES UTILITY INCOME FUND SEC filings
REAVES UTILITY INCOME FUND insider transactions
Broader feeds
Recent Quarterly Holder Reports
Open recent reporting periods for CUSIP 756158101:
As of 30 Jun 2026, 266 institutional investors reported holding 13,697,873 shares of REAVES UTILITY INCOME FUND - COM SH BEN INT (UTG).
Quarter history
Institutional holders across reporting periods
Holder count, reported shares/value, and median price by quarter.
Periods
51
Latest
Q2 2026
Rows shown
26-50 of 51
| Period | 13F Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2020 Q2 | 5,203,591 | $157,037,600 | -$3,337,113 | $30.18 | 112 |
| 2020 Q1 | 5,318,439 | $152,837,645 | +$4,601,361 | $28.75 | 113 |
| 2019 Q4 | 5,064,165 | $187,716,138 | +$3,827,482 | $37.06 | 130 |
| 2019 Q3 | 4,914,813 | $180,273,997 | -$3,445,858 | $36.70 | 119 |
| 2019 Q2 | 4,955,530 | $177,446,481 | -$10,473,032 | $35.80 | 109 |
| 2019 Q1 | 5,320,106 | $179,197,417 | -$8,864,849 | $33.68 | 115 |
| 2018 Q4 | 5,643,455 | $166,126,081 | -$14,489,235 | $29.43 | 112 |
| 2018 Q3 | 6,013,787 | $184,376,281 | -$34,295,263 | $30.66 | 95 |
| 2018 Q2 | 7,205,630 | $208,347,241 | -$53,226,067 | $28.91 | 97 |
| 2018 Q1 | 9,059,230 | $255,735,902 | -$7,564,746 | $28.23 | 99 |
| 2017 Q4 | 9,631,980 | $297,985,820 | +$195,974,283 | $30.94 | 106 |
| 2017 Q3 | 2,946,458 | $93,397,311 | +$11,861,760 | $31.70 | 74 |
| 2017 Q2 | 2,556,816 | $87,813,900 | +$2,304,274 | $34.34 | 72 |
| 2017 Q1 | 2,494,744 | $80,805,452 | -$8,236,448 | $32.39 | 67 |
| 2016 Q4 | 2,757,636 | $84,771,978 | -$9,364,750 | $30.71 | 72 |
| 2016 Q3 | 3,049,786 | $93,061,194 | +$1,803,919 | $30.56 | 68 |
| 2016 Q2 | 2,979,787 | $96,752,808 | -$13,833,733 | $32.47 | 67 |
| 2016 Q1 | 3,418,879 | $102,366,722 | -$33,004,960 | $29.98 | 67 |
| 2015 Q4 | 4,598,299 | $119,468,000 | +$67,805,034 | $25.97 | 66 |
| 2015 Q3 | 1,984,019 | $55,788,000 | -$2,047,109 | $28.09 | 46 |
| 2015 Q2 | 2,065,958 | $59,258,977 | -$5,330,877 | $28.67 | 46 |
| 2015 Q1 | 2,280,343 | $69,000,861 | +$165,513 | $30.26 | 56 |
| 2014 Q4 | 2,209,421 | $72,546,298 | +$2,979,561 | $32.85 | 60 |
| 2014 Q3 | 2,111,798 | $61,318,020 | +$3,036,514 | $29.03 | 53 |
| 2014 Q2 | 2,006,215 | $60,108,967 | -$1,543,114 | $29.96 | 53 |