$UTG

$34.72 +$0.11 (0.32%) Close

$UTG Overview Financial Statements SEC Filings Executives News Red Flags Capital Raising Ownership Insider Transactions Congressional Trades

Ownership

13F as of Q2 2026 · 92.1M shares outstanding

Who owns UTG?

By type of holder

Institutions 100.0% Insiders 0.0% Everyone else 0.0%

Concentration Top 10 holders own 321.7%

BlackRock, Inc. 60.0% · Dodge & Cox 52.6%

Institutional ownership

100.0%

0 pts vs last qtr

Institutional holders

2,283

+36 vs last qtr

Net shares bought

+376.1K

by institutions in Q2 2026

New / sold out

212 / 176

positions opened vs closed

How is ownership changing?

Institutions, last 8 quarters

Biggest buyers in Q2 2026

Norges Bank NEW +6.8M
Morgan Stanley +2.8M

Biggest sellers in Q2 2026

Ameriprise Financial Inc −3.9M
Dodge & Cox −2.7M

Who is planning to sell?

No insider has filed a notice of proposed sale (Form 144) for Reaves Utility Income Fund in the last 12 months.

Is your stake being diluted?

There are not yet two fiscal years of reported share counts for Reaves Utility Income Fund.

How patient are the owners?

Institutional shares by how long they've been held

5+ years85% 3–5 years3% 1–3 years9% Under 1 year3%

Quarterly turnover

5.8%

of institutional shares changed hands

Top 10 managers, median time held

5 years

Super Investors

Investment managers reporting UTG on Form 13F

Holder	Shares	% of company	Change vs last qtr	Held since	% of their book
B BlackRock, Inc.	55.2M	59.98%	+600.7K (+1.1%)	≤2021	0.1%
Shares held by quarter Peak holding55.2M (Q2'26) Change over 8 quarters+649.2K Share of the company59.980% BlackRock, Inc.'s full portfolio →
DC Dodge & Cox	48.4M	52.58%	−2.7M (−5.3%)	≤2021	2.2%
Shares held by quarter Peak holding54.7M (Q3'24) Change over 8 quarters−6.2M Share of the company52.580% Dodge & Cox's full portfolio →

BlackRock, Inc.

55.2M

% of company

59.98%

Change vs last qtr

+600.7K (+1.1%)

Held since

≤2021

Dodge & Cox

48.4M

% of company

52.58%

Change vs last qtr

−2.7M (−5.3%)

Held since

≤2021

28 more super investors behind a free account

See every manager holding Reaves Utility Income Fund, how their position has changed, and how long they've held it.

Institutional Funds

Mutual funds and ETFs reporting UTG on Form N-PORT; together they hold 241.7% of the company

Fund	Position value	Shares	% of company	% of the fund	As of
DC Dodge & Cox Stock Fund Dodge & Cox Funds	$2.93B	34.6M	37.59%	2.48%	June 30, 2026
VT Vanguard Total Stock Market Index Fund Vanguard Index Funds	$1.47B	17.4M	18.85%	0.06%	June 30, 2026

Dodge & Cox Stock Fund

Dodge & Cox Funds

Position value

$2.93B

% of company

37.59%

% of the fund

2.48%

As of

June 30, 2026

Vanguard Total Stock Market Index Fund

Vanguard Index Funds

Position value

$1.47B

% of company

18.85%

% of the fund

0.06%

As of

June 30, 2026

23 more funds behind a free account

See every fund holding Reaves Utility Income Fund and how much of the fund the position is.

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