Universal Technical Institute Inc
UTI- Exchange
- NYSE
- Industry
- Services-Educational Services
- SEC CIK
- 0001261654
In the last 90 days, Universal Technical Institute Inc insiders filed 5 open-market purchases and 0 sales; 263 institutions reported holding it in 13F filings for Q2 2026, worth $2.64B in total; no superinvestor holds it.
13F holders, Q4 2023
Institutional positions in Universal Technical Institute Inc as of Dec 31, 2023. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 130
- +30 vs. Q3 2023
- Shares held
- 41.8M
- +16.1M (+62.7%) vs. Q3 2023
- Total value
- $523.1M
- +$307.9M (+143.0%) vs. Q3 2023
- New holders
- 36
- 44 more added
- Sold out
- 6
- 31 more reduced
1 institution that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2023: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting UTI on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 263 | $2.64B |
| Q1 2026 | 247 | $2.03B |
| Q4 2025 | 228 | $1.36B |
| Q3 2025 | 243 | $1.64B |
| Q2 2025 | 264 | $1.71B |
| Q1 2025 | 225 | $1.28B |
| Q4 2024 | 202 | $1.24B |
| Q3 2024 | 183 | $760.9M |
| Q2 2024 | 176 | $716.2M |
| Q1 2024 | 166 | $712.5M |
| Q4 2023 | 130 | $523.1M |
| Q3 2023 | 101 | $215.5M |
| Q2 2023 | 97 | $178.1M |
| Q1 2023 | 100 | $184.5M |
| Q4 2022 | 98 | $172.5M |
| Q3 2022 | 99 | $140.8M |
| Q2 2022 | 112 | $179.0M |
| Q1 2022 | 99 | $194.8M |
| Q4 2021 | 76 | $167.4M |
| Q3 2021 | 75 | $142.3M |
| Q2 2021 | 76 | $138.9M |
| Q1 2021 | 82 | $125.7M |
Institutions, Q4 2023
Shares, value and share of portfolio for each institution holding Universal Technical Institute Inc; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Hantz Financial Services, Inc. | 4 | $0 | 0.00% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 10 | $125 | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 41 | $1.00K | 0.00% | −1,635−97.6% | Reduced |
| Principal Securities, Inc. | 200 | $2.50K | 0.00% | +200 | New |
| North Star Investment Management Corp. | 300 | $3.76K | 0.00% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 322 | $4.03K | 0.00% | +322 | New |
| Quadrant Capital Group LLC | 402 | $5.03K | 0.00% | +402 | New |
| Hillsdale Investment Management Inc. | 500 | $6.26K | 0.00% | +500 | New |
| Colonial Trust Co | 659 | $8.30K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 1,060 | $13.3K | 0.00% | +226+27.1% | Added |
| McIlrath & Eck, LLC | 1,241 | $15.5K | 0.00% | +343+38.2% | Added |
| Guardian Wealth Management, Inc. | 1,589 | $19.9K | 0.02% | 00.0% | Unchanged |
| Rothschild Investment LLC | 1,819 | $22.8K | 0.00% | +1,819 | New |
| Metropolitan Life Insurance Co | 1,837 | $23.0K | 0.00% | 00.0% | Unchanged |
| Legal & General Group Plc | 2,873 | $36.0K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 2,670 | $37.2K | 0.00% | −190−6.6% | Reduced |
| Amalgamated Bank | 3,196 | $40.0K | 0.00% | −335−9.5% | Reduced |
| Ameritas Investment Partners, Inc. | 3,395 | $42.5K | 0.00% | +965+39.7% | Added |
| Advisor Group Holdings, Inc. | 4,043 | $50.6K | 0.00% | +500+14.1% | Added |
| Citigroup Inc | 4,676 | $58.5K | 0.00% | +4,402+1,606.6% | Added |
| California State Teachers Retirement System | 5,398 | $67.6K | 0.00% | −1,838−25.4% | Reduced |
| Tower Research Capital LLC (TRC) | 6,186 | $77.4K | 0.00% | +4,629+297.3% | Added |
| AJOVista, LLC | 6,217 | $77.8K | 0.10% | +6,217 | New |
| Simplex Trading, LLC | 6,544 | $81.0K | 0.00% | +6,544 | New |
| EntryPoint Capital, LLC | 6,722 | $84.2K | 0.08% | +6,722 | New |
| BFSG, LLC | 8,182 | $102.4K | 0.01% | +8,182 | New |
| Quantbot Technologies LP | 9,833 | $123.1K | 0.01% | +9,833 | New |
| SEI Investments Co | 10,346 | $129.5K | 0.00% | +10,346 | New |
| New York State Common Retirement Fund | 10,493 | $131.4K | 0.00% | +2,296+28.0% | Added |
| Manufacturers Life Insurance Company, The | 11,269 | $141.1K | 0.00% | −3,574−24.1% | Reduced |
| Thompson Davis & Co., Inc. | 11,425 | $143.0K | 0.12% | +11,425 | New |
| Algert Global LLC | 11,560 | $144.7K | 0.01% | +11,560 | New |
| Deutsche Bank AG | 12,524 | $156.8K | 0.00% | −749−5.6% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 13,347 | $167.1K | 0.00% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 13,844 | $172.0K | 0.00% | +13,844 | New |
| Riverwater Partners LLC | 13,794 | $172.7K | 0.14% | +13,794 | New |
| Walleye Capital LLC | 13,813 | $172.9K | 0.00% | +13,813 | New |
| Voya Investment Management LLC | 14,511 | $181.7K | 0.00% | −874−5.7% | Reduced |
| Gabelli Funds LLC | 15,000 | $187.8K | 0.00% | 00.0% | Unchanged |
| Nkcfo LLC | 15,000 | $188.0K | 0.10% | +15,000 | New |
| Cubist Systematic Strategies, LLC | 15,131 | $189.4K | 0.00% | +15,131 | New |
| HSBC Holdings PLC | 15,475 | $194.1K | 0.00% | +15,475 | New |
| Prelude Capital Management, LLC | 15,575 | $195.0K | 0.02% | +15,575 | New |
| SG Americas Securities, LLC | 15,929 | $199.0K | 0.00% | +3,557+28.8% | Added |
| American International Group, Inc. | 16,300 | $204.1K | 0.00% | −66−0.4% | Reduced |
| Public Employees Retirement System of Ohio | 17,230 | $215.7K | 0.00% | +17,230 | New |
| MetLife Investment Management | 17,528 | $219.5K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 23,080 | $289.0K | 0.01% | 00.0% | Unchanged |
| Bank of Montreal | 22,952 | $291.7K | 0.00% | 00.0% | Unchanged |
| Engineers Gate Manager LP | 24,128 | $302.1K | 0.01% | +24,128 | New |
| US Bancorp | 27,731 | $347.2K | 0.00% | 00.0% | Unchanged |
| Mesirow Financial Investment Management, Inc. | 28,415 | $348.7K | 0.01% | −10,939−27.8% | Reduced |
| Price T Rowe Associates Inc | 29,929 | $375.0K | 0.00% | −7,726−20.5% | Reduced |
| Villere St Denis J & Co LLC | 30,000 | $375.6K | 0.03% | 00.0% | Unchanged |
| Qube Research & Technologies Ltd | 30,195 | $378.0K | 0.00% | +30,195 | New |
| Royal Bank of Canada | 30,875 | $387.0K | 0.00% | +4,118+15.4% | Added |
| Occudo Quantitative Strategies LP | 31,215 | $390.8K | 0.05% | +31,215 | New |
| XTX Topco Ltd | 32,147 | $402.5K | 0.09% | +32,147 | New |
| Globeflex Capital L P | 33,039 | $413.6K | 0.04% | 00.0% | Unchanged |
| STRS Ohio | 33,400 | $418.0K | 0.00% | +12,100+56.8% | Added |
| Calamos Advisors LLC | 33,662 | $421.4K | 0.00% | +33,662 | New |
| BNP Paribas Arbitrage, SA | 33,720 | $422.2K | 0.00% | +5,295+18.6% | Added |
| JPMorgan Chase & Co | 34,666 | $434.0K | 0.00% | +12,401+55.7% | Added |
| Cannell Capital LLC | 36,142 | $452.5K | 0.10% | +36,142 | New |
| Numerai GP LLC | 36,727 | $459.8K | 0.16% | +36,727 | New |
| Bank of America Corp | 38,477 | $481.7K | 0.00% | +9,969+35.0% | Added |
| Wells Fargo & Company | 39,796 | $498.2K | 0.00% | +1,982+5.2% | Added |
| Jump Financial, LLC | 40,197 | $503.3K | 0.02% | +40,197 | New |
| Quadrature Capital Ltd | 43,440 | $544.3K | 0.01% | +43,440 | New |
| Black Maple Capital Management LP | 44,500 | $557.1K | 0.51% | −25,361−36.3% | Reduced |
| UBS Group AG | 46,003 | $576.0K | 0.00% | +28,080+156.7% | Added |
| D. E. Shaw & Co., Inc. | 48,339 | $605.2K | 0.00% | +19,597+68.2% | Added |
| Rhumbline Advisers | 49,068 | $614.3K | 0.00% | −40−0.1% | Reduced |
| Premier Fund Managers Ltd | 49,454 | $623.0K | 0.03% | +21,257+75.4% | Added |
| ClariVest Asset Management LLC | 52,482 | $657.1K | 0.04% | +52,482 | New |
| Trexquant Investment LP | 55,116 | $690.1K | 0.02% | +38,994+241.9% | Added |
| Oak Family Advisors, LLC | 56,513 | $707.5K | 0.30% | −1,849−3.2% | Reduced |
| Barclays PLC | 57,353 | $718.1K | 0.00% | +38,940+211.5% | Added |
| Jane Street Group, LLC | 59,886 | $749.8K | 0.00% | +43,370+262.6% | Added |
| Pembroke Management, LTD | 60,548 | $758.1K | 0.09% | 00.0% | Unchanged |
| Nuveen Asset Management, LLC | 62,309 | $780.1K | 0.00% | 00.0% | Unchanged |
| Weil Company, Inc. | 65,305 | $817.6K | 0.36% | −20,000−23.4% | Reduced |
| EAM Investors, LLC | 74,931 | $938.1K | 0.17% | −110,926−59.7% | Reduced |
| Susquehanna International Group, LLP | 75,593 | $946.4K | 0.00% | +23,834+46.0% | Added |
| Russell Investments Group, Ltd. | 75,800 | $949.0K | 0.00% | +75,800 | New |
| Kennedy Capital Management, Inc. | 75,842 | $949.5K | 0.02% | +1,326+1.8% | Added |
| Teton Advisors, Inc. | 81,500 | $1.02M | 0.33% | −13,500−14.2% | Reduced |
| Perritt Capital Management Inc | 86,500 | $1.08M | 0.61% | −19,000−18.0% | Reduced |
| Charles Schwab Investment Management Inc | 89,154 | $1.12M | 0.00% | +513+0.6% | Added |
| Castlekeep Investment Advisors LLC | 94,135 | $1.18M | 0.84% | +94,135 | New |
| Greenwood Capital Associates LLC | 101,876 | $1.28M | 0.17% | −7,260−6.7% | Reduced |
| Jacobs Levy Equity Management, Inc | 103,054 | $1.29M | 0.01% | +77,419+302.0% | Added |
| Bank of New York Mellon Corp | 106,179 | $1.33M | 0.00% | −8,475−7.4% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 109,949 | $1.38M | 0.01% | +77,490+238.7% | Added |
| Ameriprise Financial Inc | 148,698 | $1.86M | 0.00% | +20,845+16.3% | Added |
| Two Sigma Investments, LP | 169,300 | $2.12M | 0.01% | +153,573+976.5% | Added |
| Empowered Funds, LLC | 174,594 | $2.19M | 0.05% | +15,744+9.9% | Added |
| Victory Capital Management Inc | 190,637 | $2.39M | 0.00% | −87,083−31.4% | Reduced |
| Marshall Wace, LLP | 208,744 | $2.61M | 0.00% | +208,744 | New |
| Gamco Investors, Inc. Et Al | 213,500 | $2.67M | 0.03% | −6,500−3.0% | Reduced |