Latest imported 13F data
UTG

REAVES UTIL INCOME FD

Institutional Ownership · Q4 2025

Filing: Q4 2025

REAVES UTIL INCOME FD (UTG) is held by 221 institutional investors with combined holdings of $381M. Major holders include BANK OF AMERICA CORP /DE/, MORGAN STANLEY, LPL Financial LLC.

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Institutional Holders
221
Total Value
$381.2M
Ownership %
11.7%

🏦 Top Institutional Holders

BANK OF AMERICA CORP /DE/
1.1M shares
$39.2M
1.17% ownership
MORGAN STANLEY
1.1M shares
$39.1M
1.17% ownership
LPL Financial LLC
779.4K shares
$28.5M
0.85% ownership
WELLS FARGO & COMPANY/MN
679.3K shares
$24.8M
0.74% ownership
ROYAL BANK OF CANADA
535.4K shares
$19.6M
0.59% ownership

📊 Financials

Income statement, balance sheet, and cash flow from SEC filings.

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