尤尼蒂爾公司
US ˙ NYSE ˙ US9132591077

SecurityUTL / Unitil Corporation
InstitutionMorgan Stanley
Latest Disclosed Ownership297,246 shares
Latest Disclosed Value $ 15,528,227
Morgan Stanley reports 10.89% increase in ownership of UTL / Unitil Corporation

On May 15, 2026 - Morgan Stanley filed a 13F-HR form disclosing ownership of 297,246 shares of Unitil Corporation (US:UTL) valued at $15,528,131 USD as of March 31, 2026. The entity filed a previous 13F-HR/A on May 27, 2026 disclosing 268,046 shares of Unitil Corporation. This represents a change in shares of 10.89% during the quarter. The current value of the position is $14,900,942 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)
2026-05-15 2026-03-31 13F UNITIL COM 913259107 297,246 29,200 10.89 15,528 19.59 0.0009
2026-05-27 2025-12-31 13F/A-1 UNITIL COM 913259107 268,046 82,266 44.28 12,984 46.04 0.0008
2026-02-13 2025-12-31 13F UNITIL COM 913259107 268,046 82,266 12,984 0.0008
2026-05-27 2025-09-30 13F/A-1 UNITIL COM 913259107 185,780 -7,706 -3.98 8,891 -11.88 0.0005
2025-11-14 2025-09-30 13F UNITIL COM 913259107 185,780 -7,706 8,891 0.0005
2025-08-15 2025-06-30 13F UNITIL COM 913259107 193,486 -9,509 -4.68 10,090 -13.83 0.0007
2025-05-15 2025-03-31 13F UNITIL COM 913259107 202,995 -17,381 -7.89 11,711 -1.94 0.0008
2025-05-15 2024-12-31 13F/A-1 UNITIL COM 913259107 220,376 1,092 0.50 11,942 -10.10 0.0008
2025-02-14 2024-12-31 13F UNITIL COM 913259107 220,376 1,092 11,942 0.0008
2025-05-14 2024-09-30 13F/A-2 UNITIL COM 913259107 219,284 20,283 10.19 13,284 28.90 0.0010
2025-02-14 2024-09-30 13F/A-1 UNITIL COM 913259107 219,284 20,283 13,284 0.0010
2024-11-14 2024-09-30 13F UNITIL COM 913259107 219,284 20,283 13,284 0.0001
2025-05-14 2024-06-30 13F/A-2 UNITIL COM 913259107 199,001 11,434 6.10 10,306 4.96 0.0008
2024-10-17 2024-06-30 13F/A-1 UNITIL COM 913259107 199,001 11,434 10,306 0.0008
2024-08-14 2024-06-30 13F UNITIL COM 913259107 199,001 11,434 10,306 0.0008
2024-10-17 2024-03-31 13F/A-2 UNITIL COM 913259107 187,567 -9,709 -4.92 9,819 -5.31 0.0008
2024-08-16 2024-03-31 13F/A-1 UNITIL COM 913259107 187,567 -9,709 9,819 0.0001
2024-05-15 2024-03-31 13F UNITIL COM 913259107 187,567 -9,709 9,819 0.0008
2024-08-16 2023-12-31 13F/A-1 UNITIL COM 913259107 197,276 14,375 7.86 10,371 32.76 0.0009
2024-02-13 2023-12-31 13F UNITIL COM 913259107 197,276 14,375 10,371 0.0009
2023-11-15 2023-09-30 13F UNITIL COM 913259107 182,901 -34,848 -16.00 7,812 -29.26 0.0008
2023-08-14 2023-06-30 13F UNITIL COM 913259107 217,749 -18,471 -7.82 11,042 -18.05 0.0011
2023-05-15 2023-03-31 13F UNITIL COM 913259107 236,220 30,645 14.91 13,474 27.62 0.0014
2023-02-14 2022-12-31 13F UNITIL COM 913259107 205,575 -15,747 -7.11 10,558 2.69 0.0012
2022-11-14 2022-09-30 13F UNITIL COM 913259107 221,322 20,855 10.40 10,281 -12.66 0.0014
2022-10-27 2022-06-30 13F/A-1 UNITIL COM 913259107 200,467 95,331 90.67 11,771 124.47 0.0015
2022-08-15 2022-06-30 13F UNITIL COM 913259107 200,467 95,331 11,771 0.0003
2022-10-27 2022-03-31 13F/A-1 UNITIL COM 913259107 105,136 22,751 27.62 5,244 38.44 0.0007
2022-05-13 2022-03-31 13F UNITIL COM 913259107 105,136 22,751 5,244 0.0007
2022-02-14 2021-12-31 13F UNITIL COM 913259107 82,385 6,874 9.10 3,788 17.28 0.0005
2021-11-15 2021-09-30 13F UNITIL COM 913259107 75,511 2,659 3.65 3,230 -16.30 0.0004
2021-08-23 2021-06-30 13F/A-1 UNITIL COM 913259107 72,852 54,467 296.26 3,859 359.40 0.0005
2021-08-16 2021-06-30 13F UNITIL COM 913259107 72,852 54,467 3,859 0.0001
2021-05-17 2021-03-31 13F UNITIL COM 913259107 18,385 -9,398 -33.83 840 -31.71 0.0001
2021-02-16 2020-12-31 13F UNITIL COM 913259107 27,783 7,744 38.64 1,230 58.71 0.0002
2020-11-13 2020-09-30 13F UNITIL COM 913259107 20,039 -8,999 -30.99 775 -40.48 0.0001
2020-08-14 2020-06-30 13F UNITIL COM 913259107 29,038 368 1.28 1,302 -13.14 0.0003
2020-05-26 2020-03-31 13F/A-1 UNITIL COM 913259107 28,670 -32,490 -53.12 1,499 -60.36 0.0004
2020-05-15 2020-03-31 13F UNITIL COM 913259107 28,670 -32,490 1,499 115.1544
2020-02-14 2019-12-31 13F UNITIL COM 913259107 61,160 4,800 8.52 3,782 5.76 0.0009
2019-11-14 2019-09-30 13F UNITIL COM 913259107 56,360 14,839 35.74 3,576 43.79 0.0009
2019-08-14 2019-06-30 13F UNITIL COM 913259107 41,521 15,631 60.37 2,487 77.14 0.0007
2019-05-15 2019-03-31 13F UNITIL COM 913259107 25,890 -15,773 -37.86 1,404 -33.43 0.0004
2019-02-14 2018-12-31 13F UNITIL COM 913259107 41,663 -48,448 -53.76 2,109 -54.01 0.0006
2019-04-23 2018-09-30 13F/A-2 UNITIL COM 913259107 90,111 10,114 12.64 4,586 12.32 0.0011
2018-11-20 2018-09-30 13F/A-1 UNITIL COM 913259107 90,111 0 4,586 0.0011
2018-11-14 2018-09-30 13F UNITIL COM 913259107 90,111 10,114 4,586
2019-04-23 2018-06-30 13F/A-1 UNITIL COM 913259107 79,997 31,022 63.34 4,083 79.63 0.0011
2018-08-14 2018-06-30 13F UNITIL COM 913259107 79,997 31,022 4,083
2019-04-23 2018-03-31 13F/A-1 UNITIL COM 913259107 48,975 -43,180 -46.86 2,273 -45.93 0.0006
2018-05-14 2018-03-31 13F UNITIL COM 913259107 48,975 -43,180 2,273
2019-04-23 2017-12-31 13F/A-1 UNITIL COM 913259107 92,155 25,508 38.27 4,204 27.51 0.0012
2018-02-14 2017-12-31 13F UNITIL COM 913259107 92,155 25,508 4,204
2017-11-14 2017-09-30 13F UNITIL COM 913259107 66,647 19,185 40.42 3,297 43.79 0.0010
2017-08-11 2017-06-30 13F UNITIL COM 913259107 47,462 -1,848 -3.75 2,293 3.24 0.0007
2017-05-22 2017-03-31 13F/A-1 UNITIL COM 913259107 49,310 -18,081 -26.83 2,221 -27.30 0.0007
2017-05-12 2017-03-31 13F UNITIL COM 913259107 49,310 2,221
2017-02-22 2016-12-31 13F/A-1 UNITIL COM 913259107 67,391 37,746 127.33 3,055 163.82 0.0010
2017-02-13 2016-12-31 13F UNITIL COM 913259107 67,391 3,055
2016-11-10 2016-09-30 13F UNITIL COM 913259107 29,645 368 1.26 1,158 -7.29 0.0004
2016-08-12 2016-06-30 13F UNITIL COM 913259107 29,277 -9,668 -24.82 1,249 -24.53 0.0005
2016-05-12 2016-03-31 13F UNITIL COM 913259107 38,945 -20,710 -34.72 1,655 -22.70 0.0006
2016-02-09 2015-12-31 13F UNITIL COM 913259107 59,655 -18,430 -23.60 2,141 -25.66 0.0008
2016-02-08 2015-09-30 13F/A-1 UNITIL COM 913259107 78,085 36,032 85.68 2,880 107.34 0.0011
2015-11-09 2015-09-30 13F UNITIL COM 913259107 78,085 2,880
2015-08-12 2015-06-30 13F UNITIL COM 913259107 42,053 1,827 4.54 1,389 -0.71 0.0005
2015-05-14 2015-03-31 13F UNITIL COM 913259107 40,226 -6,321 -13.58 1,399 -18.00 0.0005
2015-02-13 2014-12-31 13F UNITIL COM 913259107 46,547 -49,841 -51.71 1,706 -43.08 0.0006
2014-12-16 2014-09-30 13F/A-1 UNITIL COM 913259107 96,388 50,935 112.06 2,997 100.74 0.0012
2014-11-14 2014-09-30 13F UNITIL COM 913259107 96,388 2,997
2014-05-13 2014-03-31 13F UNITIL COM 913259107 45,453 13,303 41.38 1,493 52.35 0.0006
2014-02-13 2013-12-31 13F UNITIL COM 913259107 32,150 48 0.15 980 4.37 0.0004
2013-11-13 2013-09-30 13F UNITIL CORP COM ST COM 913259107 32,102 -60,224 -65.23 939 -64.79 0.0004
2013-08-08 2013-06-30 13F UNITIL CORP COM ST COM 913259107 92,326 92,326 2,667 0.0013
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.