Universal Technical Institute

UTI • NYSE

Universal Technical Institute is a education & training services company in the consumer defensive sector on NYSE, led by Jerome A. Grant, with a market cap of $1.4B. As of Q3 2025, 93% of shares are held by 239 institutional investors, with BlackRock, Inc. as the largest holder at 7.33%.

Chief Executive OfficerJerome A. Grant

Market Cap$1.4B

Education & Training Services

Consumer Defensive

Employees3.0K

Websiteuti.edu

Country

United States of America

Overview

Overview of institutional ownership in UTI as of Q3 2025 with a market cap of $1.8B

All Institutions

Institutions: 239
Value Held: $1.6B
Shares Held: 50.3M
Avg Position: $6.9M
Median Position: $886.5K

Hedge Funds

Hedge Funds: 33
Value Held: $274.1M
Shares Held: 8.4M
Avg Position: $8.3M
Median Position: $3.3M

Ownership Breakdown

Institutional (non-HF)

77.03%

$1.4B

Hedge Funds

15.48%

$274.1M

Retail & Other

7.49%

$132.8M

Based on market cap of $1.8B as of Q3 2025. Institutional (non-HF) excludes hedge funds to avoid double counting.

Biggest Investors

Institutions with the largest positions in UTI as of Q3 2025

Institution	Key People	Position Value	Ownership	Owned Since	Total AUM (Long)
B BlackRock, Inc. Institution	-	$129.8M 0.00% of portfolio	7.33% 4.0M shares	Q1 2017 Held for 8y 8m	$5.67T
VANGUARD GROUP INC Institution	Salim Ramji CEO	$112.5M 0.00% of portfolio	6.35% 3.5M shares	≤ Q2 2013 Held for 12y 5m+	$6.69T
C Coliseum Capital Management, LLC Hedge Fund•Distressed	Adam Cina CFO	$88.4M 8.63% of portfolio	4.99% 2.7M shares	Q4 2022 Held for 2y 11m	$1.0B
WASATCH ADVISORS INC Long Only Manager	Michael Kenneth Yeates CEO	$76.9M 0.41% of portfolio	4.34% 2.4M shares	Q1 2025 Held for 8 months	$18.6B
CONGRESS ASSET MANAGEMENT CO /MA Long Only Manager	Daniel Anthony Lagan CEO	$67.6M 0.45% of portfolio	3.81% 2.1M shares	Q2 2025 Held for 5 months	$15.0B
A AMERICAN CENTURY COMPANIES INC Institution	-	$51.4M 0.03% of portfolio	2.90% 1.6M shares	Q3 2021 Held for 4y 2m	$195.93B
Hood River Capital Management LLC Long Only Manager	David Gordon Swank Managing Partner	$47.5M 0.56% of portfolio	2.68% 1.5M shares	Q1 2025 Held for 8 months	$8.5B
DIMENSIONAL FUND ADVISORS LP Long Only Manager	Gerard Kieran O'Reilly CEO	$42.0M 0.01% of portfolio	2.37% 1.3M shares	≤ Q2 2013 Held for 12y 5m+	$466.32B
M MACQUARIE GROUP LTD Institution	-	$41.2M 0.05% of portfolio	2.33% 1.3M shares	Q2 2024 Held for 1y 5m	$82.9B
GEODE CAPITAL MANAGEMENT LLC ETF Provider	David Kenneth Lane CEO	$38.2M 0.00% of portfolio	2.15% 1.2M shares	≤ Q2 2013 Held for 12y 5m+	$1.57T

Net Capital Flow

Institutional buying and selling activity for UTI in Q3 2025

Net Flow: −$58.1M
Buyers: 100
Sellers: 131
Total Bought: +$220.1M
Total Sold: −$278.3M
Avg Position: $6.0M

Biggest Buyers

Institution	Net Bought	Current Position
PRICE T ROWE ASSOCIATES INC /MD/ Long Only Manager	+$30.3M +931.5K shares	$31.5M 968.5K shares
B BlackRock, Inc. Institution	+$23.4M +720.0K shares	$129.8M 4.0M shares
R Rockefeller Capital Management L.P. Long Only Manager	+$16.0M +491.2K shares	$24.0M 736.2K shares
WASATCH ADVISORS INC Long Only Manager	+$14.1M +433.8K shares	$76.9M 2.4M shares
A Alyeska Investment Group, L.P. Hedge Fund•Multi-Strategy	+$13.1M +402.3K shares	$26.8M 822.5K shares
MILLENNIUM MANAGEMENT LLC Hedge Fund•Multi-Strategy	+$8.2M +251.9K shares	$8.8M 270.0K shares
A Advisor Group Holdings, Inc. Institution	+$8.1M +250.6K shares	$8.5M 261.7K shares
RAYMOND JAMES FINANCIAL INC RIA/Wealth	+$7.8M +239.9K shares	$14.7M 450.3K shares
NEEDHAM INVESTMENT MANAGEMENT LLC Hedge Fund•Long/Short	+$7.8M +239.0K shares	$17.9M 550.0K shares
CONGRESS ASSET MANAGEMENT CO /MA Long Only Manager	+$6.8M +209.5K shares	$67.6M 2.1M shares

Biggest Sellers

Institution	Net Sold	Current Position
FMR LLC Institution	−$34.3M −1.1M shares	$10.0M 308.7K shares
LORD, ABBETT & CO. LLC Long Only Manager	−$30.9M −949.0K shares	$35.2M 1.1M shares
DRIEHAUS CAPITAL MANAGEMENT LLC Hedge Fund•Event Driven	−$20.3M −623.4K shares	$7.3M 225.2K shares
RENAISSANCE TECHNOLOGIES LLC Hedge Fund•Quant	−$8.2M −251.8K shares	$30.6M 941.2K shares
HARBOR CAPITAL ADVISORS, INC. ETF Provider	−$7.8M −240.9K shares	$3.5M 107.9K shares
MORGAN STANLEY RIA/Wealth	−$7.7M −235.1K shares	$22.6M 693.6K shares
ARROWSTREET CAPITAL LIMITED PARTNERSHIP Hedge Fund•Quant	−$7.2M −222.6K shares	$6.4M 196.0K shares
ALGERT COLDIRON INVESTORS LLC Hedge Fund•Quant	−$7.1M −218.5K shares	$1.9M 57.1K shares
Invesco Ltd. ETF Provider	−$7.1M −216.6K shares	$2.6M 81.2K shares
CASTLEARK MANAGEMENT LLC Long Only Manager	−$6.9M −204.5K shares	Sold Off 0 shares

Entry and Exit Activity

Institutions that initiated new positions or completely exited UTI in Q3 2025

New Positions: 17
New Value: $7.5M
Exited Positions: 50
Exited Value: $72.6M

New Positions

Institution	Position Value
Advantage Alpha Capital Partners LP Hedge Fund•Market Neutral	$3.3M 102.0K shares
CHATHAM CAPITAL GROUP, INC. RIA/Wealth	$1.3M 39.5K shares
Moran Wealth Management, LLC RIA/Wealth	$786.8K 24.2K shares
Round Rock Advisors, LLC RIA/Wealth	$348.8K 10.3K shares
SANDERS MORRIS HARRIS INC. Long Only Manager	$325.5K 10.0K shares
Ashton Thomas Private Wealth, LLC RIA/Wealth	$318.6K 9.8K shares
F Freestone Grove Partners LP Hedge Fund•Multi-Strategy	$281.7K 8.7K shares
A AXQ CAPITAL, LP Hedge Fund•Market Neutral	$261.9K 8.0K shares
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC RIA/Wealth	$211.6K 7.1K shares
N NORDEN GROUP LLC Institution	$204.7K 6.3K shares

Exited Positions

Institution	Previous Position
CASTLEARK MANAGEMENT LLC Long Only Manager	$6.9M 204.5K shares
C Capitolis Liquid Global Markets LLC Private Equity	$5.9M 175.4K shares
Fortress Investment Group LLC RIA/Wealth	$5.9M 174.1K shares
EAM Investors, LLC Long Only Manager	$5.1M 150.9K shares
Calamos Advisors LLC Long Only Manager	$4.8M 141.4K shares
Baird Financial Group, Inc. Private Equity	$4.8M 140.8K shares
Harvest Investment Services, LLC RIA/Wealth	$4.8M 140.2K shares
EAM Global Investors LLC Long Only Manager	$4.6M 135.5K shares
Intrinsic Edge Capital Management LLC Hedge Fund•Multi-Strategy	$3.5M 102.9K shares
FORMULA GROWTH LTD Hedge Fund•Long/Short	$2.4M 71.3K shares

Options Activity

Institutions with the largest Call and Put options positions in UTI as of Q3 2025

Call Positions: 6
Call Value: $17.9M
Put Positions: 4
Put Value: $1.5M

Call Positions

Institution	Position Value
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	$4.3M 1.3K contracts
Caption Management, LLC Hedge Fund•Long/Short	$3.6M 1.1K contracts
J JANE STREET GROUP, LLC Institution	$3.3M 1.0K contracts
P PEAK6 LLC Institution	$3.3M 1.0K contracts
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	$2.0M 624.0 contracts
W WOLVERINE TRADING, LLC Institution	$1.2M 378.0 contracts

Put Positions

Institution	Position Value
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	$748.7K 230.0 contracts
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	$572.9K 176.0 contracts
W WOLVERINE TRADING, LLC Institution	$200.0K 61.0 contracts
ARDSLEY ADVISORY PARTNERS Hedge Fund•Long/Short	- - contracts

Most Committed Institutions

Institutions with UTI as the highest % of their portfolio as of Q3 2025

Institution	Key People	Portfolio Weight	Ownership	Owned Since	Total AUM (Long)
C Coliseum Capital Management, LLC Hedge Fund•Distressed	Adam Cina CFO	8.63% $88.4M	4.99% 2.7M shares	Q4 2022 Held for 2y 11m	$1.0B
G Guardian Wealth Management, Inc. RIA/Wealth	Donald Cranford Vanlandingham CEO	2.74% $4.6M	0.26% 142.3K shares	Q4 2022 Held for 2y 11m	$169.3M
NEXT CENTURY GROWTH INVESTORS LLC Long Only Manager	Thomas Leigh Press CEO	2.67% $36.1M	2.04% 1.1M shares	Q2 2024 Held for 1y 5m	$1.4B
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. Long Only Manager	Andrew John Matysik CEO	2.22% $37.8M	2.14% 1.2M shares	Q2 2020 Held for 5y 5m	$1.7B
Spence Asset Management RIA/Wealth	Eric Marshall Walton President	2.16% $10.3M	0.58% 317.4K shares	Q2 2025 Held for 5 months	$478.1M
G G2 Investment Partners Management LLC Hedge Fund•Long/Short	Joshua M Goldberg Managing Partner	1.64% $7.6M	0.43% 235.0K shares	Q2 2024 Held for 1y 5m	$467.4M
CANNELL CAPITAL LLC Hedge Fund•Long/Short	James Carlo Cannell President	1.45% $5.5M	0.31% 169.3K shares	Q4 2023 Held for 1y 11m	$380.9M
Park West Asset Management LLC Hedge Fund•Multi-Strategy	Peter Sang Hun Park CIO	1.39% $15.2M	0.86% 467.3K shares	Q3 2019 Held for 6y 2m	$1.1B
A AWM Investment Company, Inc. Hedge Fund•Event Driven	Adam Charles Stettner President	1.33% $14.1M	0.80% 434.1K shares	Q4 2020 Held for 4y 11m	$1.1B
NEEDHAM INVESTMENT MANAGEMENT LLC Hedge Fund•Long/Short	George Austin Needham CEO	1.25% $17.9M	1.01% 550.0K shares	Q2 2024 Held for 1y 5m	$1.4B

Hedge Fund Spotlight

Discover hedge funds investing in UTI

ExodusPoint Capital Management, LP

Hedge Fund • Multi-Strategy

Portfolio ManagerMichael Robert Gelband

Portfolio Value: $7.1B
Positions: 1,351
Last Reported: Q3 2025

Sector Allocation

Position in Universal Technical Institute

Market Value: $1.1M
Shares Held: 34.0K
Portfolio Weight: 0.02%
Owned Since: 2025-Q3

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