UTI — UNIVERSAL TECHNICAL INST INC
As of Q2 2026, 32 SEC-registered investment managers reported holding UTI (UNIVERSAL TECHNICAL INST INC) in their latest 13F filings, with a combined reported value of $766.53M across 20.50M shares. That is +32.8% by share count (+5.06M shares) versus the previous quarter, while reported value moved +54.5%. Ownership is concentrated: the five largest holders account for 64.8% of reported value and the top ten for 80.4%.
Compared with the prior quarter, 4 opened new positions, 22 added to existing stakes, 6 trimmed, 2 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
UTI is classified in the Real Estate sector.
All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.
| Fund | Quarter | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|---|
| BlackRock Inc history | Q2 2026 | 7.55M | $323.08M | 0.01% | Add |
| Vanguard Group history | Q4 2025 | 3.41M | $89.05M | 0.00% | Reduce |
| Geode Capital Management history | Q2 2026 | 1.24M | $53.02M | 0.00% | Add |
| Royce & Associates history | Q2 2026 | 1.20M | $51.24M | 0.41% | Add |
| Point72 Asset Management history | Q2 2026 | 820.74K | $35.10M | 0.04% | Reduce |
| Morgan Stanley history | Q2 2026 | 797.07K | $34.09M | 0.00% | Add |
| Wellington Management Group history | Q2 2026 | 582.11K | $24.90M | 0.01% | Reduce |
| First Eagle Investment Management history | Q2 2026 | 570.24K | $24.39M | 0.04% | Add |
| Fidelity Management & Research (FMR) history | Q2 2026 | 568.14K | $24.30M | 0.00% | Add |
| Goldman Sachs Group history | Q2 2026 | 564.16K | $24.13M | 0.00% | Add |
| Baillie Gifford & Co history | Q2 2026 | 507.70K | $21.71M | 0.02% | Reduce |
| Northern Trust Corp history | Q2 2026 | 496.24K | $21.22M | 0.00% | Add |
| Renaissance Technologies history | Q2 2026 | 476.03K | $20.36M | 0.03% | Reduce |
| Charles Schwab Investment Management history | Q2 2026 | 465.75K | $19.92M | 0.00% | Add |
| Bank of America Corp history | Q2 2026 | 318.97K | $13.64M | 0.00% | Add |
| BNY Mellon history | Q2 2026 | 283.72K | $12.13M | 0.00% | Add |
| Marshall Wace history | Q1 2026 | 333.72K | $12.05M | 0.01% | Reduce |
| UBS Group AG history | Q2 2026 | 280.37K | $11.99M | 0.00% | Add |
| Principal Global Investors history | Q2 2026 | 247.42K | $10.58M | 0.01% | New |
| Millennium Management history | Q3 2025 | 269.98K | $8.79M | 0.00% | Add |
New Positions (Q2 2026)
- Principal Global Investors 247.42K sh · $10.58M
- PSP Investments 174.07K sh · $7.44M
- D. E. Shaw & Co 27.10K sh · $1.16M
- JPMorgan Chase & Co 23.21K sh · $959.86K
Fully Exited (vs previous quarter)
- Marshall Wace sold 333.72K sh · $12.05M
- Janus Henderson Group sold 25.40K sh · $917.41K
Fund Position History — shares by quarter (top 20 funds)
| Fund | Q3 2021 | Q4 2021 | Q1 2022 | Q2 2022 | Q3 2022 | Q4 2022 | Q1 2023 | Q2 2023 | Q3 2023 | Q4 2023 | Q1 2024 | Q2 2024 | Q3 2024 | Q4 2024 | Q1 2025 | Q2 2025 | Q3 2025 | Q4 2025 | Q1 2026 | Q2 2026 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| BlackRock Inc | — | — | — | — | — | — | — | — | — | — | — | — | 3.19M | 3.20M | 3.52M | 3.27M | 3.99M | 3.63M | 3.62M | 7.55M |
| Geode Capital Management | 257.44K | 268.00K | 267.96K | 521.83K | 537.10K | 552.95K | 596.44K | 640.83K | 638.07K | 660.12K | 818.54K | 867.38K | 952.80K | 954.94K | 1.04M | 1.02M | 1.17M | 1.18M | 1.17M | 1.24M |
| Royce & Associates | 1.08M | 1.08M | 1.08M | 1.08M | 1.08M | 1.08M | 1.08M | 1.08M | 1.08M | 1.03M | 994.53K | 994.53K | 994.53K | 994.53K | 944.53K | 739.53K | 683.53K | 683.53K | 1.03M | 1.20M |
| Point72 Asset Management | — | — | — | — | — | — | — | — | — | — | 19.60K | — | — | 297.10K | — | — | 164.76K | 977.91K | 1.44M | 820.74K |
| Morgan Stanley | 743.37K | 764.44K | 777.63K | 783.74K | 760.06K | 738.24K | 740.54K | 746.69K | 741.67K | 958.12K | 2.00M | 874.81K | 1.12M | 934.70K | 1.10M | 928.68K | 693.59K | 553.42K | 542.91K | 797.07K |
| Wellington Management Group | — | — | — | — | — | — | — | — | — | — | — | — | — | — | 306.07K | 770.04K | 719.50K | 807.76K | 851.14K | 582.11K |
| First Eagle Investment Management | — | 102.28K | 170.47K | 249.52K | 327.52K | 399.65K | 398.65K | 370.78K | 426.39K | 437.68K | 378.29K | 518.89K | 521.38K | 467.08K | 439.88K | 403.98K | 437.48K | 447.23K | 472.13K | 570.24K |
| Fidelity Management & Research (FMR) | — | — | 121 | 185 | 393 | 192 | 296 | 801 | 834 | 1.06K | 1.27K | 1.20K | 879.24K | 881.09K | 1.27M | 1.36M | 308.69K | 579.69K | 533.91K | 568.14K |
| Goldman Sachs Group | 55.37K | 520.40K | 538.54K | 573.74K | 568.12K | 531.85K | 685.55K | 664.71K | 734.19K | 503.98K | 61.22K | 100.82K | 183.21K | 214.41K | 148.78K | 328.61K | 383.75K | 475.38K | 517.65K | 564.16K |
| Baillie Gifford & Co | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | 580.67K | 594.82K | 566.86K | 507.70K |
| Northern Trust Corp | 69.03K | 66.16K | 63.87K | 281.79K | 280.62K | 281.75K | 281.60K | 274.65K | 271.77K | 289.35K | 336.04K | 328.53K | 344.00K | 373.75K | 419.20K | 387.05K | 410.24K | 395.65K | 408.16K | 496.24K |
| Renaissance Technologies | 1.52M | 1.53M | 1.54M | 1.46M | 1.29M | 1.19M | 1.18M | 1.17M | 1.16M | 1.21M | 1.27M | 1.19M | 1.18M | 1.19M | 1.08M | 1.19M | 941.19K | 724.63K | 657.03K | 476.03K |
| Charles Schwab Investment Management | 13.06K | 13.06K | 13.06K | 84.89K | 87.09K | 89.33K | 90.04K | 88.64K | 88.64K | 89.15K | 111.07K | 116.03K | 345.77K | 350.63K | 381.65K | 381.89K | 432.84K | 409.66K | 410.55K | 465.75K |
| Bank of America Corp | 18.00K | 13.34K | 10.45K | 10.40K | 10.47K | 21.66K | 14.13K | 25.56K | 28.51K | 38.48K | 28.22K | 28.51K | 29.33K | 39.14K | 206.08K | 218.73K | 241.82K | 154.02K | 254.59K | 318.97K |
| BNY Mellon | 27.39K | 39.84K | 65.81K | 126.37K | 136.33K | 143.52K | 140.61K | 153.54K | 114.65K | 106.18K | 114.16K | 121.27K | 96.17K | 101.01K | 128.20K | 137.78K | 144.83K | 146.32K | 146.14K | 283.72K |
| UBS Group AG | 100 | 100 | 100 | 100 | 100 | 6.42K | 13.09K | 19.01K | 17.92K | 46.00K | 51.73K | 44.50K | 125.05K | 86.95K | 99.47K | 78.06K | 122.62K | 231.72K | 203.39K | 280.37K |
| Principal Global Investors | — | — | — | 12.51K | — | — | — | — | — | — | — | — | 24.29K | 26.62K | 27.40K | 28.77K | 52.42K | 82.16K | — | 247.42K |
| PSP Investments | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | 174.07K |
| Citadel Advisors | 25.41K | 24.23K | 65.31K | 166.03K | 36.11K | — | 92.17K | — | 77.92K | 306.91K | 180.59K | 86.43K | 30.60K | 139.54K | 204.97K | 303.15K | 203.40K | 219.41K | 217.89K | 162.50K |
| Wells Fargo & Co | 30.40K | 30.40K | 30.40K | 31.11K | 30.81K | 30.20K | 36.60K | 43.45K | 37.81K | 39.80K | 43.58K | 42.15K | 41.66K | 48.15K | 50.46K | 43.27K | 102.96K | 123.09K | 115.01K | 145.60K |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
Drag / scroll to zoom · Default shows the most recent year · Annotations come from quarterly fund actions in 13F filings · Hover a marker for details