Rockefeller Capital Management L.P.
Position in UTI — Universal Technical Institute Inc
CIK 1739439
NEW YORK, NY
Position in UTI
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$21,529,604
+$6,938,166 QoQ
Shares Held
503,381
+24.5% QoQ
Ownership
0.914%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#36
of 262 holders
Holding Since
Mar 2020
17 quarters on record
Voting authority
Sole 97%
Shared 0%
None 3%
Common Shares in UTI Over Time
Shares Held
Position Value (USD)
Position in Education & Training Services
Consumer Defensive · as of Jun 30, 2026Rockefeller Capital Management L.P. holds $53,147,631 across 16 Education & Training Services names. UTI ranks #2 (40.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LRN |
Stride, Inc.
|
361,281 | $31,156,871 | |
| 2 | UTI |
Universal Technical Institute Inc
This page
|
503,381 | $21,529,604 | |
| 3 | PRDO |
PERDOCEO EDUCATION Corp
|
4,748 | $151,936 | |
| 4 | LOPE |
Grand Canyon Education, Inc.
|
579 | $82,860 | |
| 5 | LINC |
Lincoln Educational Services Corp
|
1,000 | $49,900 | |
| 6 | STRA |
Strategic Education, Inc.
|
552 | $42,294 | |
| 7 | APEI |
American Public Education Inc
|
476 | $25,560 | |
| 8 | TAL |
TAL Education Group
|
2,246 | $21,492 |
All Filings in UTI
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $21,529,604 | 503,381 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $14,591,438 | 404,195 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $12,808,481 | 490,183 | Shares | Defined | 2026-03-17 | |
| 2025-09-30 | $23,962,267 | 736,168 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $8,300,948 | 244,938 | Shares | Defined | 2025-08-14 | |
| 2022-12-31 | $10,080 | 1,500 | Shares | Defined | 2023-03-06 | |
| 2022-09-30 | $8,160 | 1,500 | Shares | Defined | 2022-11-02 | |
| 2022-06-30 | $10,695 | 1,500 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $13,275 | 1,500 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $11,730 | 1,500 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $10,140 | 1,500 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $9,735 | 1,500 | Shares | Defined | 2021-08-10 | |
| 2021-03-31 | $8,760 | 1,500 | Shares | Defined | 2021-05-11 | |
| 2020-12-31 | $9,690 | 1,500 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $13,970 | 2,750 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $10,425 | 1,500 | Shares | Defined | 2020-08-12 | |
| 2020-03-31 | $8,925 | 1,500 | Shares | Defined | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||