RAYMOND JAMES FINANCIAL INC
Position in UTI — Universal Technical Institute Inc
CIK 720005
ST. PETERSBURG, FL
Position in UTI
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$30,901,793
+$14,379,547 QoQ
Shares Held
722,511
+57.9% QoQ
Ownership
1.31%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#28
of 262 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 77%
Shared 0%
None 23%
Common Shares in UTI Over Time
Shares Held
Position Value (USD)
Position in Education & Training Services
Consumer Defensive · as of Jun 30, 2026RAYMOND JAMES FINANCIAL INC holds $65,275,310 across 11 Education & Training Services names. UTI ranks #1 (47.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UTI |
Universal Technical Institute Inc
This page
|
722,511 | $30,901,793 | |
| 2 | LRN |
Stride, Inc.
|
173,143 | $14,931,851 | |
| 3 | LOPE |
Grand Canyon Education, Inc.
|
55,750 | $7,978,381 | |
| 4 | CVSA |
Covista Inc.
|
34,447 | $4,294,162 | |
| 5 | LINC |
Lincoln Educational Services Corp
|
32,758 | $1,634,623 | |
| 6 | APEI |
American Public Education Inc
|
30,356 | $1,630,116 | |
| 7 | PRDO |
PERDOCEO EDUCATION Corp
|
49,909 | $1,597,088 | |
| 8 | LAUR |
Laureate Education, Inc.
|
28,104 | $1,020,736 |
All Filings in UTI
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $30,901,793 | 722,511 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $16,522,246 | 457,680 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $9,261,699 | 354,447 | Shares | Defined | 2026-02-18 | |
| 2025-09-30 | $14,657,556 | 450,309 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $7,132,285 | 210,454 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $5,307,054 | 206,661 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $993,099 | 38,627 | Shares | Defined | 2025-04-23 | |
| No filing history on record for this holder in this stock. | ||||||