Position in UTI
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$34,090,724
+$14,491,605 QoQ
Shares Held
797,071
+46.8% QoQ
Ownership
1.45%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#26
of 262 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 96%
Shared 0%
None 4%
Common Shares in UTI Over Time
Shares Held
Position Value (USD)
Position in Education & Training Services
Consumer Defensive · as of Jun 30, 2026MORGAN STANLEY holds $663,420,534 across 36 Education & Training Services names. UTI ranks #8 (5.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TAL |
TAL Education Group
|
13,396,879 | $128,208,127 | |
| 2 | LRN |
Stride, Inc.
|
1,296,291 | $111,792,133 | |
| 3 | EDU |
New Oriental Education & Technology Group Inc.
|
1,433,721 | $65,822,128 | |
| 4 | XXI |
Twenty One Capital, Inc.
|
12,382,776 | $61,294,737 | |
| 5 | CVSA |
Covista Inc.
|
472,980 | $58,961,683 | |
| 6 | LAUR |
Laureate Education, Inc.
|
1,448,211 | $52,599,020 | |
| 7 | STRA |
Strategic Education, Inc.
|
591,719 | $45,337,507 | |
| 8 | UTI |
Universal Technical Institute Inc
This page
|
797,071 | $34,090,724 |
All Filings in UTI
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $34,090,724 | 797,071 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $19,599,119 | 542,912 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $14,460,781 | 553,417 | Shares | Defined | 2026-05-27 | |
| 2025-09-30 | $22,576,482 | 693,594 | Shares | Defined | 2026-05-27 | |
| 2025-06-30 | $31,473,029 | 928,682 | Shares | Defined | 2025-08-15 | |
| 2025-03-31 | $28,297,147 | 1,101,914 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $24,031,235 | 934,704 | Shares | Defined | 2025-05-15 | |
| 2024-09-30 | $18,183,376 | 1,118,289 | Shares | Defined | 2025-05-14 | |
| 2024-06-30 | $13,760,788 | 874,812 | Shares | Defined | 2025-05-14 | |
| 2024-03-31 | $31,857,934 | 1,998,616 | Shares | Defined | 2024-10-17 | |
| 2023-12-31 | $11,995,610 | 958,116 | Shares | Defined | 2024-08-16 | |
| 2023-09-30 | $6,215,209 | 741,672 | Shares | Defined | 2023-11-15 | |
| 2023-06-30 | $5,159,605 | 746,687 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $5,465,151 | 740,536 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $4,960,970 | 738,240 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $4,134,723 | 760,060 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $5,588,078 | 783,742 | Shares | Defined | 2022-10-27 | |
| 2022-03-31 | $6,882,024 | 777,630 | Shares | Defined | 2022-10-27 | |
| 2021-12-31 | $5,977,919 | 764,440 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $5,025,173 | 743,369 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $4,909,294 | 756,440 | Shares | Defined | 2021-08-23 | |
| 2021-03-31 | $233,331 | 39,954 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $195,846 | 30,317 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $24,419 | 4,807 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $145,942 | 20,999 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $47,432 | 7,972 | Shares | Defined | 2020-05-26 | |
| No filing history on record for this holder in this stock. | ||||||