Who owns The Gabelli Utility Trust?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of GUT from SEC Form 13F filings across 99 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 99 institutions disclosed 8.3M shares of The Gabelli Utility Trust worth $48.7M — about 9.2% of shares outstanding; the largest disclosed holder is MORGAN STANLEY. Source: SEC Form 13F filings, parsed by EvidInvest.
99
13F holders
$48.7M
value, 2026 filers
9.2%
of shares outstanding (8.3M sh)
17
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of GUT's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 1.4M | $9.1M | 0.0% | 1.5% | +48.6% |
| 2 | COMMONWEALTH EQUITY SERVICES, LLC | 1.3M | $8.3M | 0.0% | 1.4% | -1.5% |
| 3 | LPL Financial LLC | 947,879 | $6.2M | 0.0% | 1.1% | -0.2% |
| 4 | Cambridge Investment Research Advisors, Inc. | 599,876 | $3,953 | 0.0% | 0.7% | +0.6% |
| 5 | OSAIC HOLDINGS, INC. | 472,647 | $3.1M | 0.0% | 0.5% | -1.5% |
| 6 | GAMCO INVESTORS, INC. ET AL | 331,023 | $2.2M | 0.0% | 0.4% | 0.0% |
| 7 | Baird Financial Group, Inc. | 225,794 | $1.5M | 0.0% | 0.3% | +501.2% |
| 8 | Cetera Investment Advisers | 188,270 | $1.2M | 0.0% | 0.2% | +6.6% |
| 9 | Plus Group Wealth Advisors LLC | 187,849 | $1.2M | 1.2% | 0.2% | +4.8% |
| 10 | CoreCap Advisors, LLC | 163,484 | $1.1M | 0.0% | 0.2% | +63.8% |
| 11 | Janney Montgomery Scott LLC | 141,870 | $935 | 0.0% | 0.2% | +2.4% |
| 12 | RAYMOND JAMES FINANCIAL INC | 125,172 | $824,881 | 0.0% | 0.1% | -3.7% |
| 13 | Balboa Wealth Partners | 110,443 | $727,819 | 0.1% | 0.1% | -2.5% |
| 14 | J.W. COLE ADVISORS, INC.NEW | 100,922 | $665,074 | 0.0% | 0.1% | new |
| 15 | ENVESTNET ASSET MANAGEMENT INC | 100,389 | $661,566 | 0.0% | 0.1% | +29.7% |
| 16 | WEDBUSH SECURITIES INC | 97,586 | $643 | 0.0% | 0.1% | +3.7% |
| 17 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 86,031 | $563,500 | 0.0% | 0.1% | -4.0% |
| 18 | Kestra Advisory Services, LLC | 73,314 | $483,139 | 0.0% | 0.1% | +4.7% |
| 19 | Ignite Planners, LLCNEW | 65,818 | $318,558 | 0.0% | 0.1% | new |
| 20 | Kovack Advisors, Inc. | 64,031 | $421,839 | 0.0% | 0.1% | +23.0% |
| 21 | Core Wealth Advisors, Inc. | 58,163 | $383,294 | 0.1% | 0.1% | +68.0% |
| 22 | Virtue Capital Management, LLC | 57,365 | $378,035 | 0.1% | 0.1% | 0.0% |
| 23 | Balefire, LLC | 57,016 | $375,732 | 0.1% | 0.1% | +2.1% |
| 24 | Creative Planning | 56,917 | $375,082 | 0.0% | 0.1% | +0.2% |
| 25 | NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 54,701 | $360,486 | 0.0% | 0.1% | +3.7% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.