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 2024
Institutional positions in Universal Technical Institute Inc as of Dec 31, 2024. 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
- 202
- +22 vs. Q3 2024
- Shares held
- 48.2M
- +1.53M (+3.3%) vs. Q3 2024
- Total value
- $1.24B
- +$479.3M (+63.2%) vs. Q3 2024
- New holders
- 43
- 76 more added
- Sold out
- 21
- 57 more reduced
3 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2024: 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 2024
Shares, value and share of portfolio for each institution holding Universal Technical Institute Inc; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| EverSource Wealth Advisors, LLC | 2 | $51 | 0.00% | +2 | New |
| Lindbrook Capital, LLC | 9 | $231 | 0.00% | +5+125.0% | Added |
| IFP Advisors, Inc | 0 | $257 | 0.00% | 0 | New |
| SBI Securities Co., Ltd. | 23 | $591 | 0.00% | +23 | New |
| Sterling Capital Management LLC | 41 | $1.05K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 65 | $1.67K | 0.00% | +65 | New |
| Aster Capital Management (DIFC) Ltd | 90 | $2.31K | 0.00% | +90 | New |
| West Financial Advisors, LLC | 100 | $2.57K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 135 | $3.47K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 292 | $7.51K | 0.00% | +24+9.0% | Added |
| Principal Securities, Inc. | 300 | $7.71K | 0.00% | +100+50.0% | Added |
| GAMMA Investing LLC | 315 | $8.10K | 0.00% | +106+50.7% | Added |
| Hillsdale Investment Management Inc. | 350 | $9.00K | 0.00% | −100−22.2% | Reduced |
| Quarry LP | 394 | $10.1K | 0.00% | −3,465−89.8% | Reduced |
| Colonial Trust Co | 396 | $10.2K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 402 | $10.3K | 0.00% | 00.0% | Unchanged |
| Point72 Asia (Singapore) Pte. Ltd. | 537 | $13.8K | 0.00% | +537 | New |
| Park Square Financial Group, LLC | 761 | $19.6K | 0.01% | +761 | New |
| McIlrath & Eck, LLC | 951 | $24.4K | 0.00% | 00.0% | Unchanged |
| RiverPark Advisors, LLC | 704 | $25.7K | 0.02% | −10,366−93.6% | Reduced |
| CWM, LLC | 1,057 | $27.0K | 0.00% | +23+2.2% | Added |
| MCF Advisors LLC | 1,110 | $28.5K | 0.00% | +145+15.0% | Added |
| Amalgamated Bank | 1,345 | $35.0K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 1,500 | $38.6K | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 1,596 | $41.0K | 0.00% | −3,772−70.3% | Reduced |
| Covestor Ltd | 1,977 | $51.0K | 0.03% | +388+24.4% | Added |
| Arcadia Investment Management Corp | 3,075 | $79.1K | 0.01% | +3,075 | New |
| Tower Research Capital LLC (TRC) | 3,094 | $79.5K | 0.00% | −5,092−62.2% | Reduced |
| New York State Teachers Retirement System | 3,636 | $93.0K | 0.00% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 3,953 | $101.0K | 0.00% | +3,953 | New |
| Ameritas Investment Partners, Inc. | 4,001 | $102.9K | 0.00% | 00.0% | Unchanged |
| Morse Asset Management, Inc | 4,300 | $110.6K | 0.03% | −5,025−53.9% | Reduced |
| Aquatic Capital Management LLC | 4,588 | $118.0K | 0.00% | +4,588 | New |
| BNP Paribas Arbitrage, SA | 6,079 | $156.3K | 0.00% | −17,849−74.6% | Reduced |
| Kestra Advisory Services, LLC | 7,806 | $200.7K | 0.00% | +7,806 | New |
| Meeder Asset Management Inc | 7,851 | $201.8K | 0.01% | +6,337+418.6% | Added |
| Envestnet Asset Management Inc | 7,895 | $203.0K | 0.00% | +7,895 | New |
| KLP Kapitalforvaltning AS | 8,000 | $205.7K | 0.00% | +8,000 | New |
| Police & Firemen's Retirement System of New Jersey | 8,130 | $209.0K | 0.00% | +8,130 | New |
| Toroso Investments, LLC | 8,165 | $209.9K | 0.00% | +8,165 | New |
| Quest Partners LLC | 8,221 | $211.4K | 0.03% | +8,220+822,000.0% | Added |
| Verdence Capital Advisors LLC | 8,244 | $212.0K | 0.02% | +8,244 | New |
| State Board of Administration of Florida Retirement System | 9,390 | $241.4K | 0.00% | +9,390 | New |
| Parallel Advisors, LLC | 9,603 | $246.9K | 0.01% | −9−0.1% | Reduced |
| Bayesian Capital Management, LP | 9,700 | $249.4K | 0.03% | +9,700 | New |
| Oak Family Advisors, LLC | 10,939 | $281.2K | 0.11% | −26,248−70.6% | Reduced |
| Cornerstone Investment Partners, LLC | 10,955 | $281.7K | 0.01% | −10.0% | Reduced |
| Anb Bank | 11,015 | $283.2K | 0.12% | +11,015 | New |
| ProShare Advisors LLC | 11,123 | $286.0K | 0.00% | +11,123 | New |
| D.A. Davidson & Co. | 11,630 | $299.0K | 0.00% | +180+1.6% | Added |
| Comerica Bank | 12,072 | $310.4K | 0.00% | +11,843+5,171.6% | Added |
| Voya Investment Management LLC | 12,110 | $311.3K | 0.00% | −1,383−10.2% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 12,118 | $311.6K | 0.00% | 00.0% | Unchanged |
| Independent Advisor Alliance | 12,157 | $312.6K | 0.00% | +507+4.4% | Added |
| Arizona State Retirement System | 12,494 | $321.2K | 0.00% | +100+0.8% | Added |
| Advisor Group Holdings, Inc. | 13,079 | $336.2K | 0.00% | −1,182−8.3% | Reduced |
| Gabelli Funds LLC | 13,500 | $347.1K | 0.00% | 00.0% | Unchanged |
| Riverwater Partners LLC | 13,794 | $354.6K | 0.17% | 00.0% | Unchanged |
| Manufacturers Life Insurance Company, The | 13,877 | $356.8K | 0.00% | −735−5.0% | Reduced |
| CenterBook Partners LP | 13,937 | $358.3K | 0.02% | −71,740−83.7% | Reduced |
| Jacobs Levy Equity Management, Inc | 14,171 | $364.3K | 0.00% | 00.0% | Unchanged |
| Mesirow Financial Investment Management, Inc. | 14,546 | $374.0K | 0.01% | +83+0.6% | Added |
| Harvest Investment Services, LLC | 15,027 | $386.3K | 0.09% | +15,027 | New |
| Versor Investments LP | 15,075 | $387.6K | 0.07% | +200+1.3% | Added |
| Engineers Gate Manager LP | 15,173 | $390.1K | 0.01% | −76,493−83.4% | Reduced |
| Intech Investment Management LLC | 15,237 | $391.7K | 0.00% | +3,671+31.7% | Added |
| SG Americas Securities, LLC | 15,251 | $392.0K | 0.00% | +334+2.2% | Added |
| CWM Advisors, LLC | 15,485 | $398.1K | 0.04% | −10,071−39.4% | Reduced |
| XTX Topco Ltd | 15,767 | $405.4K | 0.03% | +15,767 | New |
| Integrated Quantitative Investments LLC | 16,868 | $433.7K | 0.21% | +16,868 | New |
| Graham Capital Management, L.P. | 16,916 | $434.9K | 0.01% | +6,138+56.9% | Added |
| Two Sigma Advisers, LP | 17,000 | $437.1K | 0.00% | −3,200−15.8% | Reduced |
| Teacher Retirement System of Texas | 18,233 | $469.0K | 0.00% | +4,796+35.7% | Added |
| Corebridge Financial, Inc. | 19,635 | $504.8K | 0.00% | −1,482−7.0% | Reduced |
| Janus Henderson Group PLC | 19,800 | $509.5K | 0.00% | 00.0% | Unchanged |
| Register Financial Advisors LLC | 20,000 | $514.2K | 0.26% | 00.0% | Unchanged |
| Alps Advisors Inc | 20,892 | $537.1K | 0.00% | −500−2.3% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 21,015 | $540.3K | 0.00% | −100.0% | Reduced |
| Great West Life Assurance Co | 21,263 | $546.0K | 0.00% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 21,495 | $552.6K | 0.00% | −209,040−90.7% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 22,472 | $577.8K | 0.00% | +777+3.6% | Added |
| Bank of Montreal | 22,952 | $590.1K | 0.00% | 00.0% | Unchanged |
| MetLife Investment Management | 23,962 | $616.1K | 0.00% | +1,294+5.7% | Added |
| Jane Street Group, LLC | 24,126 | $620.3K | 0.00% | −14,519−37.6% | Reduced |
| Precision Wealth Strategies, LLC | 24,578 | $631.9K | 0.49% | +24,578 | New |
| US Bancorp | 26,331 | $677.0K | 0.00% | 00.0% | Unchanged |
| Principal Financial Group Inc | 26,623 | $684.5K | 0.00% | +2,335+9.6% | Added |
| Premier Fund Managers Ltd | 27,378 | $708.0K | 0.03% | −15,113−35.6% | Reduced |
| Oppenheimer & Co Inc | 27,722 | $712.7K | 0.01% | +27,722 | New |
| Resources Investment Advisors, LLC. | 27,745 | $713.3K | 0.01% | +27,745 | New |
| Arcadia Wealth Management, Inc. | 27,746 | $713.4K | 0.61% | +27,746 | New |
| Connor, Clark & Lunn Investment Management Ltd. | 28,319 | $728.1K | 0.00% | −71,761−71.7% | Reduced |
| Marshall Wace, LLP | 28,413 | $730.5K | 0.00% | −50,556−64.0% | Reduced |
| Villere St Denis J & Co LLC | 30,000 | $771.3K | 0.07% | 00.0% | Unchanged |
| Royal Bank of Canada | 30,200 | $776.0K | 0.00% | +2,406+8.7% | Added |
| Quantbot Technologies LP | 31,813 | $817.9K | 0.03% | +14,659+85.5% | Added |
| Cubist Systematic Strategies, LLC | 32,195 | $827.7K | 0.01% | +32,195 | New |
| EAM Investors, LLC | 32,678 | $840.2K | 0.12% | −421−1.3% | Reduced |
| Militia Capital Partners, LP | 32,680 | $840.2K | 0.39% | +32,680 | New |
| HighTower Advisors, LLC | 32,876 | $845.2K | 0.00% | +32,876 | New |