Position in UTI
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$5,299,844
+$3,449,034 QoQ
Shares Held
123,915
+141.7% QoQ
Ownership
0.225%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#69
of 262 holders
Holding Since
Jun 2020
21 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in UTI Over Time
Shares Held
Position Value (USD)
Position in Education & Training Services
Consumer Defensive · as of Jun 30, 2026Legal & General Group Plc holds $78,018,744 across 17 Education & Training Services names. UTI ranks #6 (6.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TAL |
TAL Education Group
|
2,268,289 | $21,707,523 | |
| 2 | LAUR |
Laureate Education, Inc.
|
297,367 | $10,800,368 | |
| 3 | CVSA |
Covista Inc.
|
84,091 | $10,482,783 | |
| 4 | LRN |
Stride, Inc.
|
97,786 | $8,433,063 | |
| 5 | LOPE |
Grand Canyon Education, Inc.
|
38,301 | $5,481,254 | |
| 6 | UTI |
Universal Technical Institute Inc
This page
|
123,915 | $5,299,844 | |
| 7 | PRDO |
PERDOCEO EDUCATION Corp
|
145,197 | $4,646,304 | |
| 8 | EDU |
New Oriental Education & Technology Group Inc.
|
95,018 | $4,362,275 |
All Filings in UTI
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,299,844 | 123,915 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $1,850,810 | 51,269 | Shares | Defined | 2026-05-08 | |
| 2025-12-31 | $1,613,290 | 61,741 | Shares | Defined | 2026-02-09 | |
| 2025-09-30 | $1,923,997 | 59,109 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $2,119,886 | 62,552 | Shares | Defined | 2025-08-12 | |
| 2025-03-31 | $1,426,240 | 55,539 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $1,831,219 | 71,226 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $1,122,914 | 69,060 | Shares | Defined | 2025-02-28 | |
| 2024-06-30 | $644,079 | 40,946 | Shares | Defined | 2025-05-29 | |
| 2024-03-31 | $54,945 | 3,447 | Shares | Defined | 2025-05-29 | |
| 2023-12-31 | $35,969 | 2,873 | Shares | Defined | 2025-05-29 | |
| 2023-09-30 | $24,075 | 2,873 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $23,763 | 3,439 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $29,962 | 4,060 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $27,283 | 4,060 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $19,061 | 3,504 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $44,498 | 6,241 | Shares | Defined | 2022-08-22 | |
| 2021-03-31 | $19,038 | 3,260 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $23,023 | 3,564 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $18,105 | 3,564 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $32,227 | 4,637 | Shares | Defined | 2020-08-14 | |
| No filing history on record for this holder in this stock. | ||||||