Unitil Corporation
US ˙ NYSE ˙ US9132591077

SecurityUTL / Unitil Corporation
InstitutionDimensional Fund Advisors Lp
Latest Disclosed Ownership340,505 shares
Latest Disclosed Value $ 17,788,857
Dimensional Fund Advisors Lp reports 2.37% decrease in ownership of UTL / Unitil Corporation

On May 7, 2026 - Dimensional Fund Advisors Lp filed a 13F-HR form disclosing ownership of 340,505 shares of Unitil Corporation (US:UTL) valued at $17,787,981 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 12, 2026 disclosing 348,763 shares of Unitil Corporation. This represents a change in shares of -2.37% during the quarter. The current value of the position is $17,444,071 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-07 2026-03-31 13F UNITIL COM 913259107 340,505 -8,258 -2.37 17,789 5.29 0.0008
2026-02-12 2025-12-31 13F UNITIL COM 913259107 348,763 -20,757 -5.62 16,894 -4.47 0.0035
2025-11-12 2025-09-30 13F UNITIL COM 913259107 369,520 -8,646 -2.29 17,685 -10.33 0.0038
2025-08-12 2025-06-30 13F UNITIL COM 913259107 378,166 -17,276 -4.37 19,722 -13.55 0.0046
2025-05-13 2025-03-31 13F UNITIL COM 913259107 395,442 -31,543 -7.39 22,813 -1.40 0.0057
2025-02-13 2024-12-31 13F UNITIL COM 913259107 426,985 -11,041 -2.52 23,138 -12.80 0.0056
2024-11-07 2024-09-30 13F UNITIL COM 913259107 438,026 -4,106 -0.93 26,535 15.88 0.0064
2024-08-09 2024-06-30 13F UNITIL COM 913259107 442,132 5,790 1.33 22,898 0.24 0.0060
2024-05-10 2024-03-31 13F UNITIL COM 913259107 436,342 281 0.06 22,843 -0.35 0.0062
2024-02-07 2023-12-31 13F UNITIL COM 913259107 436,061 -751 -0.17 22,924 22.87 0.0067
2023-11-09 2023-09-30 13F UNITIL COM 913259107 436,812 -2,611 -0.59 18,657 -16.28 0.0061
2023-08-09 2023-06-30 13F UNITIL COM 913259107 439,423 -5,635 -1.27 22,283 -12.22 0.0071
2023-05-12 2023-03-31 13F UNITIL COM 913259107 445,058 -1,438 -0.32 25,386 115,286.36 0.0086
2023-02-09 2022-12-31 13F UNITIL COM 913259107 446,496 19,251 4.51 23 -99.89 0.0068
2022-11-10 2022-09-30 13F UNITIL COM 913259107 427,245 2,642 0.62 19,846 -20.40 0.0076
2022-08-12 2022-06-30 13F UNITIL COM 913259107 424,603 5,294 1.26 24,931 19.20 0.0089
2022-05-13 2022-03-31 13F UNITIL COM 913259107 419,309 1,900 0.46 20,916 8.95 0.0064
2022-02-09 2021-12-31 13F UNITIL COM 913259107 417,409 -8,199 -1.93 19,197 5.43 0.0058
2021-11-12 2021-09-30 13F UNITIL COM 913259107 425,608 -935 -0.22 18,208 -19.41 0.0059
2021-08-12 2021-06-30 13F UNITIL COM 913259107 426,543 -28,031 -6.17 22,594 8.79 0.0072
2021-05-14 2021-03-31 13F UNITIL COM 913259107 454,574 -38,676 -7.84 20,769 -4.88 0.0069
2021-03-08 2020-12-31 13F/A-2 UNITIL COM 913259107 493,250 -20,665 -4.02 21,835 9.96 0.0079
2021-02-11 2020-12-31 13F UNITIL COM 913259107 493,250 -20,665 21,835 7,885.6414
2020-11-12 2020-09-30 13F UNITIL COM 913259107 513,915 -13,884 -2.63 19,857 -16.06 0.0084
2020-08-13 2020-06-30 13F UNITIL COM 913259107 527,799 -22,545 -4.10 23,656 -17.85 0.0104
2020-05-14 2020-03-31 13F UNITIL COM 913259107 550,344 -19,736 -3.46 28,795 -18.29 0.0150
2020-02-14 2019-12-31 13F UNITIL COM 913259107 570,080 -4,239 -0.74 35,242 -3.27 0.0128
2019-11-12 2019-09-30 13F UNITIL COM 913259107 574,319 -2,230 -0.39 36,434 5.52 0.0142
2019-08-13 2019-06-30 13F UNITIL COM 913259107 576,549 492 0.09 34,529 10.65 0.0134
2019-08-12 2019-03-31 13F/A-2 UNITIL COM 913259107 576,057 709 0.12 31,205 7.10 0.0124
2019-05-10 2019-03-31 13F UNITIL COM 913259107 576,057 709 31,205
2019-02-26 2018-12-31 13F/A-1 UNITIL COM 913259107 575,348 3,753 0.66 29,136 0.14 0.0132
2019-02-13 2018-12-31 13F UNITIL COM 913259107 575,348 3,753 29,136
2018-11-13 2018-09-30 13F UNITIL COM 913259107 571,595 3,886 0.68 29,094 0.41 0.0111
2018-08-10 2018-06-30 13F UNITIL COM 913259107 567,709 5,609 1.00 28,976 11.07 0.0116
2018-05-11 2018-03-31 13F UNITIL COM 913259107 562,100 7,970 1.44 26,087 3.19 0.0109
2018-02-12 2017-12-31 13F UNITIL COM 913259107 554,130 14,937 2.77 25,280 -5.21 0.0105
2017-11-13 2017-09-30 13F UNITIL COM 913259107 539,193 11,662 2.21 26,669 4.65 0.0117
2017-08-11 2017-06-30 13F UNITIL COM 913259107 527,531 16,671 3.26 25,485 10.79 0.0118
2017-05-12 2017-03-31 13F UNITIL COM 913259107 510,860 28,709 5.95 23,004 5.23 0.0110
2017-02-09 2016-12-31 13F UNITIL COM 913259107 482,151 21,434 4.65 21,861 21.48 0.0109
2016-11-10 2016-09-30 13F UNITIL COM 913259107 460,717 11,991 2.67 17,996 -6.01 0.0097
2016-08-09 2016-06-30 13F UNITIL COM 913259107 448,726 3,158 0.71 19,147 1.14 0.0110
2016-05-13 2016-03-31 13F UNITIL COM 913259107 445,568 6,697 1.53 18,932 20.23 0.0113
2016-02-10 2015-12-31 13F UNITIL COM 913259107 438,871 27,470 6.68 15,747 3.79 0.0098
2015-11-13 2015-09-30 13F UNITIL COM 913259107 411,401 12,821 3.22 15,172 15.28 0.0100
2015-08-14 2015-06-30 13F UNITIL COM 913259107 398,580 18,007 4.73 13,161 -0.54 0.0081
2015-05-14 2015-03-31 13F UNITIL COM 913259107 380,573 16,433 4.51 13,232 -0.91 0.0084
2015-02-06 2014-12-31 13F UNITIL COM 913259107 364,140 17,241 4.97 13,353 23.81 0.0088
2014-11-13 2014-09-30 13F UNITIL COM 913259107 346,899 14,596 4.39 10,785 -4.07 0.0076
2014-08-08 2014-06-30 13F UNITIL COM 913259107 332,303 31,856 10.60 11,242 13.94 0.0078
2014-05-14 2014-03-31 13F UNITIL COM 913259107 300,447 3,253 1.09 9,867 8.90 0.0074
2014-02-12 2013-12-31 13F UNITIL COM 913259107 297,194 6,311 2.17 9,061 6.42 0.0071
2013-11-13 2013-09-30 13F UNITIL COM 913259107 290,883 5,782 2.03 8,514 3.40 0.0074
2013-08-15 2013-06-30 13F UNITIL COM 913259107 285,101 285,101 8,234 0.0078
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.