Who owns Universal Technical Institute (UTI)
Which tracked institutional funds hold UTI, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See UTI company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-09-22). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
109 tracked funds added or opened UTI while 43 trimmed or exited it between 2026-Q1 and 2026-Q2 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
UTI’s largest tracked holder by dollar value, BlackRock, Inc., sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp gap the other way — the median holder sizes UTI more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in UTI divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2026-Q1 and 2026-Q2, across 250 tracked filers holding UTI, 150 increased or opened the position and 118 reduced or closed it; over the same quarter, open-market insider Form 4s were net sales.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in UTI between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 21
- Shannon River Fund Management LLC$38M
- Baird Financial Group, Inc.$13M
- Aberdeen Group plc$11M
- PRINCIPAL FINANCIAL GROUP INC$11M
- Public Sector Pension Investment Board$7M
- Polymer Capital Management (HK) LTD$3M
Full exits 22
- Thrivent Financial for Lutherans$65M
- LORD, ABBETT & CO. LLC$50M
- MARSHALL WACE, LLP$12M
- Westwind Capital$11M
- Pier Capital, LLC$8M
- NORGES BANK$5M
Largest adds
- BlackRock, Inc.$192M
- CONGRESS ASSET MANAGEMENT CO$51M
- PRICE T ROWE ASSOCIATES INC /MD/$49M
- Driehaus Capital Management LLC$44M
- STATE STREET CORP$43M
- GILDER GAGNON HOWE & CO LLC$34M
Largest trims
- Coliseum Capital Management, LLC$102M
- Point72 Asset Management, L.P.$17M
- WASATCH ADVISORS LP$16M
- Nuveen, LLC$9M
- Granahan Investment Management, LLC$8M
- WELLINGTON MANAGEMENT GROUP LLP$5M
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| BlackRock, Inc. added | 7,553,895 | $323M | 13.2% | 2026-Q2 |
| CONGRESS ASSET MANAGEMENT CO added | 3,000,595 | $128M | 5.2% | 2026-Q2 |
| PRICE T ROWE ASSOCIATES INC /MD/ added | 2,582,839 | $110M | 4.5% | 2026-Q2 |
| Driehaus Capital Management LLC added | 2,499,689 | $107M | 4.4% | 2026-Q2 |
| VANGUARD CAPITAL MANAGEMENT LLC added | 2,211,159 | $95M | 3.9% | 2026-Q2 |
| STATE STREET CORP added | 1,890,902 | $81M | 3.3% | 2026-Q2 |
| Hood River Capital Management LLC trimmed | 1,558,008 | $67M | 2.7% | 2026-Q2 |
| Praetorian PR LLC added | 1,350,000 | $58M | 2.4% | 2026-Q2 |
| WASATCH ADVISORS LP trimmed | 1,296,581 | $55M | 2.3% | 2026-Q2 |
| DIMENSIONAL FUND ADVISORS LP trimmed | 1,287,425 | $55M | 2.2% | 2026-Q2 |
| AMERICAN CENTURY COMPANIES INC trimmed | 1,260,541 | $54M | 2.2% | 2026-Q2 |
| GEODE CAPITAL MANAGEMENT, LLC added | 1,239,433 | $53M | 2.2% | 2026-Q2 |
| ROYCE & ASSOCIATES LP added | 1,198,144 | $51M | 2.1% | 2026-Q2 |
| Conestoga Capital Advisors, LLC trimmed | 1,181,460 | $51M | 2.1% | 2026-Q2 |
| NEEDHAM INVESTMENT MANAGEMENT LLC added | 1,130,000 | $48M | 2.0% | 2026-Q2 |
| PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. added | 1,096,078 | $47M | 1.9% | 2026-Q2 |
| Alyeska Investment Group, L.P. added | 1,075,771 | $46M | 1.9% | 2026-Q2 |
| GILDER GAGNON HOWE & CO LLC added | 1,041,404 | $45M | 1.8% | 2026-Q2 |
| Coliseum Capital Management, LLC trimmed | 971,440 | $42M | 1.7% | 2026-Q2 |
| VANGUARD PORTFOLIO MANAGEMENT LLC added | 956,449 | $41M | 1.7% | 2026-Q2 |
| NEXT CENTURY GROWTH INVESTORS LLC trimmed | 949,379 | $41M | 1.7% | 2026-Q2 |
| Shannon River Fund Management LLC added | 890,113 | $38M | 1.6% | 2026-Q2 |
| Point72 Asset Management, L.P. trimmed | 810,041 | $35M | 1.4% | 2026-Q2 |
| MORGAN STANLEY added | 797,071 | $34M | 1.4% | 2026-Q2 |
| Nuveen, LLC trimmed | 740,409 | $32M | 1.3% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 722,511 | $31M | 1.3% | 2026-Q2 |
| Clearbridge Investments, LLC added | 606,126 | $26M | 1.1% | 2026-Q2 |
| WELLINGTON MANAGEMENT GROUP LLP trimmed | 582,108 | $25M | 1.0% | 2026-Q2 |
| LOOMIS SAYLES & CO L P trimmed | 579,788 | $25M | 1.0% | 2026-Q2 |
| First Eagle Investment Management, LLC added | 570,235 | $24M | 1.0% | 2026-Q2 |
| FMR LLC added | 568,137 | $24M | 1.0% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC added | 564,159 | $24M | 1.0% | 2026-Q2 |
| BAILLIE GIFFORD & CO trimmed | 507,700 | $22M | 0.9% | 2026-Q2 |
| Rockefeller Capital Management L.P. added | 503,381 | $22M | 0.9% | 2026-Q2 |
| NORTHERN TRUST CORP added | 496,239 | $21M | 0.9% | 2026-Q2 |
| AWM Investment Company, Inc. | 489,098 | $21M | 0.9% | 2026-Q2 |
| RENAISSANCE TECHNOLOGIES LLC trimmed | 476,030 | $20M | 0.8% | 2026-Q2 |
| RBF Capital, LLC | 475,840 | $20M | 0.8% | 2026-Q2 |
| ROYAL BANK OF CANADA trimmed | 475,137 | $20M | 0.8% | 2026-Q2 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 465,747 | $20M | 0.8% | 2026-Q2 |
| VANGUARD FIDUCIARY TRUST CO added | 358,789 | $15M | 0.6% | 2026-Q2 |
| Pillsbury Lake Capital LLC added | 321,556 | $14M | 0.6% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 318,968 | $14M | 0.6% | 2026-Q2 |
| Baird Financial Group, Inc. added | 314,959 | $13M | 0.6% | 2026-Q2 |
| FEDERATED HERMES, INC. | 300,000 | $13M | 0.5% | 2026-Q2 |
| KENNEDY CAPITAL MANAGEMENT LLC trimmed | 291,655 | $12M | 0.5% | 2026-Q2 |
| Bank of New York Mellon Corp added | 283,722 | $12M | 0.5% | 2026-Q2 |
| UBS Group AG added | 280,365 | $12M | 0.5% | 2026-Q2 |
| Aberdeen Group plc new | 261,263 | $11M | 0.5% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 260,856 | $11M | 0.5% | 2026-Q2 |
| PRINCIPAL FINANCIAL GROUP INC added | 247,418 | $11M | 0.4% | 2026-Q2 |
| FIRST TRUST ADVISORS LP added | 243,382 | $10M | 0.4% | 2026-Q2 |
| OSAIC HOLDINGS, INC. trimmed | 241,141 | $10M | 0.4% | 2026-Q2 |
| Universal- Beteiligungs- und Servicegesellschaft mbH added | 228,431 | $10M | 0.4% | 2026-Q2 |
| Uniplan Investment Counsel, Inc. added | 219,103 | $9M | 0.4% | 2026-Q2 |
| Militia Capital Management LLC trimmed | 199,000 | $9M | 0.3% | 2026-Q2 |
| GAMCO INVESTORS, INC. ET AL trimmed | 195,500 | $8M | 0.3% | 2026-Q2 |
| SEI INVESTMENTS CO added | 176,831 | $8M | 0.3% | 2026-Q2 |
| Public Sector Pension Investment Board new | 174,070 | $7M | 0.3% | 2026-Q2 |
| GREAT LAKES ADVISORS, LLC trimmed | 163,870 | $7M | 0.3% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 145,598 | $6M | 0.3% | 2026-Q2 |
| Guardian Wealth Management, Inc. trimmed | 141,544 | $6M | 0.2% | 2026-Q2 |
| Pembroke Management, LTD trimmed | 137,993 | $6M | 0.2% | 2026-Q2 |
| LEUTHOLD GROUP, LLC trimmed | 136,531 | $6M | 0.2% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC added | 133,850 | $6M | 0.2% | 2026-Q2 |
| Brevan Howard Capital Management LP added | 127,263 | $5M | 0.2% | 2026-Q2 |
| Legal & General Group Plc added | 123,915 | $5M | 0.2% | 2026-Q2 |
| PRELUDE CAPITAL MANAGEMENT, LLC added | 123,017 | $5M | 0.2% | 2026-Q2 |
| Resolute Capital Asset Partners LLC added | 121,297 | $5M | 0.2% | 2026-Q2 |
| Invesco Ltd. added | 118,198 | $5M | 0.2% | 2026-Q2 |
| RHUMBLINE ADVISERS added | 117,823 | $5M | 0.2% | 2026-Q2 |
| Informed Momentum Co LLC trimmed | 108,874 | $5M | 0.2% | 2026-Q2 |
| VICTORY CAPITAL MANAGEMENT INC added | 106,104 | $5M | 0.2% | 2026-Q2 |
| FRED ALGER MANAGEMENT, LLC trimmed | 100,696 | $4M | 0.2% | 2026-Q2 |
| Swiss National Bank trimmed | 99,400 | $4M | 0.2% | 2026-Q2 |
| ISTHMUS PARTNERS, LLC added | 97,483 | $4M | 0.2% | 2026-Q2 |
| GENDELL JEFFREY L | 91,585 | $4M | 0.2% | 2026-Q2 |
| Verition Fund Management LLC trimmed | 90,000 | $4M | 0.2% | 2026-Q2 |
| NEW YORK STATE COMMON RETIREMENT FUND added | 87,677 | $4M | 0.2% | 2026-Q2 |
| FIFTH THIRD BANCORP trimmed | 87,169 | $4M | 0.2% | 2026-Q2 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC trimmed | 85,421 | $4M | 0.1% | 2026-Q2 |
| LONESTAR CAPITAL MANAGEMENT LLC | 85,000 | $4M | 0.1% | 2026-Q2 |
| Park West Asset Management LLC trimmed | 78,565 | $3M | 0.1% | 2026-Q2 |
| MYDA Advisors LLC added | 75,000 | $3M | 0.1% | 2026-Q2 |
| Manatuck Hill Partners, LLC trimmed | 65,800 | $3M | 0.1% | 2026-Q2 |
| ALLIANCEBERNSTEIN L.P. added | 65,592 | $2M | 0.1% | 2026-Q2 |
| CHATHAM CAPITAL GROUP, INC. added | 63,330 | $3M | 0.1% | 2026-Q2 |
| INTECH INVESTMENT MANAGEMENT LLC added | 60,203 | $3M | 0.1% | 2026-Q2 |
| Polymer Capital Management (HK) LTD new | 60,000 | $3M | 0.1% | 2026-Q2 |
| SMA Capital LLC trimmed | 60,000 | $3M | 0.1% | 2026-Q2 |
| Jump Financial, LLC added | 57,600 | $2M | 0.1% | 2026-Q2 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM trimmed | 56,662 | $2M | 0.1% | 2026-Q2 |
| STATE OF WISCONSIN INVESTMENT BOARD trimmed | 56,472 | $2M | 0.1% | 2026-Q2 |
| Montanaro Asset Management Ltd trimmed | 54,068 | $2M | 0.1% | 2026-Q2 |
| STIFEL FINANCIAL CORP added | 52,715 | $2M | 0.1% | 2026-Q2 |
| PRUDENTIAL FINANCIAL INC added | 51,940 | $2M | 0.1% | 2026-Q2 |
| DEUTSCHE BANK AG\ added | 51,853 | $2M | 0.1% | 2026-Q2 |
| Quantinno Capital Management LP added | 50,177 | $2M | 0.1% | 2026-Q2 |
| Lisanti Capital Growth, LLC trimmed | 46,715 | $2M | 0.1% | 2026-Q2 |
| Moran Wealth Management, LLC added | 46,613 | $2M | 0.1% | 2026-Q2 |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.