BANK OF MONTREAL /CAN/
BankPosition in UTI — Universal Technical Institute Inc
CIK 927971
TORONTO, A6
Position in UTI
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$1,148,843
+$314,067 QoQ
Shares Held
26,861
+16.2% QoQ
Ownership
0.049%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#117
of 262 holders
Holding Since
Mar 2020
19 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in UTI Over Time
Shares Held
Position Value (USD)
Position in Education & Training Services
Consumer Defensive · as of Jun 30, 2026BANK OF MONTREAL /CAN/ holds $194,212,559 across 9 Education & Training Services names. UTI ranks #6 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | STRA |
Strategic Education, Inc.
|
1,257,266 | $96,331,719 | |
| 2 | LOPE |
Grand Canyon Education, Inc.
|
536,918 | $76,838,333 | |
| 3 | LRN |
Stride, Inc.
|
184,407 | $15,903,257 | |
| 4 | CVSA |
Covista Inc.
|
16,361 | $2,039,561 | |
| 5 | LGCY |
Legacy Education Inc.
|
118,906 | $1,398,334 | |
| 6 | UTI |
Universal Technical Institute Inc
This page
|
26,861 | $1,148,843 | |
| 7 | LAUR |
Laureate Education, Inc.
|
9,325 | $338,683 | |
| 8 | PRDO |
PERDOCEO EDUCATION Corp
|
6,314 | $202,048 |
All Filings in UTI
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,148,843 | 26,861 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $834,776 | 23,124 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $604,203 | 23,123 | Shares | Defined | 2026-02-12 | |
| 2025-09-30 | $751,872 | 23,099 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $804,310 | 23,733 | Shares | Defined | 2025-08-05 | |
| 2025-03-31 | $613,238 | 23,880 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $590,095 | 22,952 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $373,199 | 22,952 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $393,280 | 25,002 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $398,531 | 25,002 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $287,359 | 22,952 | Shares | Defined | 2024-02-08 | |
| 2023-09-30 | $192,337 | 22,952 | Shares | Defined | 2023-11-01 | |
| 2023-06-30 | $158,598 | 22,952 | Shares | Defined | 2023-08-02 | |
| 2023-03-31 | $179,259 | 24,290 | Shares | Defined | 2024-06-13 | |
| 2021-03-31 | $139,721 | 23,925 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $176,841 | 27,375 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $123,382 | 24,288 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $175,785 | 25,293 | Shares | Defined | 2020-08-12 | |
| 2020-03-31 | $136,564 | 22,952 | Shares | Defined | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||