JONES FINANCIAL COMPANIES LLLP
Position in UTI — Universal Technical Institute Inc
CIK 815917
DES PERES, MO
Position in UTI
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$278,547
+$234,518 QoQ
Shares Held
7,716
+357.9% QoQ
Ownership
0.014%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2024
7 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 Mar 31, 2026JONES FINANCIAL COMPANIES LLLP holds $3,259,761 across 14 Education & Training Services names. UTI ranks #3 (8.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LOPE |
Grand Canyon Education, Inc.
|
9,764 | $1,660,172 | |
| 2 | LRN |
Stride, Inc.
|
14,184 | $1,250,603 | |
| 3 | UTI |
Universal Technical Institute Inc
This page
|
7,716 | $278,547 | |
| 4 | CVSA |
Covista Inc.
|
189 | $21,782 | |
| 5 | STRA |
Strategic Education, Inc.
|
183 | $15,181 | |
| 6 | LAUR |
Laureate Education, Inc.
|
418 | $14,563 | |
| 7 | EDU |
New Oriental Education & Technology Group Inc.
|
100 | $5,663 | |
| 8 | PRDO |
PERDOCEO EDUCATION Corp
|
135 | $5,023 |
All Filings in UTI
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $278,547 | 7,716 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $44,029 | 1,685 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $12,987 | 399 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $2,541 | 75 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $5,110 | 199 | Shares | Sole | 2025-05-28 | |
| 2024-12-31 | $3,470 | 135 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $2,195 | 135 | Shares | Sole | 2024-11-12 | |
| No filing history on record for this holder in this stock. | ||||||