| 0.62% |
| 4 | VANGUARD CAPITAL MANAGEMENT LLC | 2.2M | $94.6M | +1.8% | 4.016% | 0.00% |
| 5 | STATE STREET CORP | 1.9M | $80.9M | +82.4% | 3.434% | 0.00% |
| 6 | Hood River Capital Management LLC | 1.6M | $66.6M | -1.8% | 2.830% | 0.48% |
| 7 | Praetorian PR LLC | 1.4M | $57.7M | +35.0% | 2.452% | 18.40% |
| 8 | WASATCH ADVISORS LP | 1.3M | $55.5M | -34.5% | 2.355% | 0.36% |
| 9 | DIMENSIONAL FUND ADVISORS LP | 1.3M | $55.1M | -0.7% | 2.338% | 0.01% |
| 10 | AMERICAN CENTURY COMPANIES INC | 1.3M | $53.9M | -12.3% | 2.289% | 0.02% |
| 11 | GEODE CAPITAL MANAGEMENT, LLC | 1.2M | $53.0M | +6.0% | 2.251% | 0.00% |
| 12 | ROYCE & ASSOCIATES LP | 1.2M | $51.2M | +16.3% | 2.176% | 0.41% |
| 13 | Conestoga Capital Advisors, LLC | 1.2M | $50.5M | -8.6% | 2.146% | 1.10% |
| 14 | NEEDHAM INVESTMENT MANAGEMENT LLC | 1.1M | $48.3M | +9.7% | 2.052% | 1.45% |
| 15 | PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | 1.1M | $46.9M | +1.8% | 1.991% | 2.32% |
| 16 | Alyeska Investment Group, L.P. | 1.1M | $46.0M | +18.7% | 1.954% | 0.12% |
| 17 | GILDER GAGNON HOWE & CO LLC | 1.0M | $44.5M | +273.0% | 1.891% | 0.46% |
| 18 | Coliseum Capital Management, LLC | 971K | $41.5M | -75.5% | 1.764% | 3.57% |
| 19 | VANGUARD PORTFOLIO MANAGEMENT LLC | 956K | $40.9M | +78.4% | 1.737% | 0.00% |
| 20 | NEXT CENTURY GROWTH INVESTORS LLC | 949K | $40.6M | -0.6% | 1.724% | 2.15% |
| 21 | Shannon River Fund Management LLC | 890K | $38.1M | — | 1.617% | 3.40% |
| 22 | Point72 Asset Management, L.P. | 821K | $35.1M | -43.2% | 1.491% | 0.04% |
| 23 | MORGAN STANLEY | 797K | $34.1M | +46.8% | 1.448% | 0.00% |
| 24 | Nuveen, LLC | 740K | $31.7M | -34.4% | 1.345% | 0.01% |
| 25 | RAYMOND JAMES FINANCIAL INC | 723K | $30.9M | +57.9% | 1.312% | 0.01% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). “% of Fund” shows how much of that investor’s total 13F portfolio is invested in UTI — a direct measure of their conviction.
| 90.61% |
| +2.12 pp |
| $1.17B |
| +0.4% |
| Q4 2024 | 199 | +8.7% | 88.49% | +1.84 pp | $1.16B | +58% |
| Q3 2024 | 183 | — | 86.65% | — | $734M | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
50 institutions opened new positions in UTI during Q2 2026, while 28 fully exited. 174 added to existing positions and 41 trimmed.
UTI institutional ownership rose by 10.01 percentage points quarter-over-quarter, with a net change of +20 holders.
The top 10 institutions account for 41.7% of all reported 13F value in UTI, and the top 25 account for 67.5%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.
Universal Technical Institute, Inc. (UTI) Institutional Ownership