Universal Technical Institute Ownership

Who are the major shareholders and have insiders been buying or selling?

Recent Insider Transactions

NYSE:UTI Recent Insider Transactions by Companies or Individuals
Date	Value	Name	Entity	Shares	Max Price
10 Feb 25	SellUS$19,877,644	Coliseum Capital Management, LLC	Company	704,881	US$28.20
02 Dec 24	SellUS$62,337,833	Coliseum Capital Management, LLC	Company	2,483,579	US$25.10
23 Aug 24	SellUS$1,192,373	Jerome Grant	Individual	68,000	US$17.53
24 May 24	SellUS$95,703	Loretta Sanchez	Individual	6,288	US$15.22
26 Mar 24	SellUS$131,381	Loretta Sanchez	Individual	8,719	US$15.07

Insider Trading Volume

Insider Buying: Insufficient data to determine if insiders have bought more shares than they have sold in the past 3 months.

Ownership Breakdown

What is the ownership structure of UTI?
Owner Type	Number of Shares	Ownership Percentage
Individual Insiders	1,610,721	2.96%
General Public	4,734,186	8.71%
Hedge Funds	6,145,755	11.3%
Institutions	41,881,049	77%

Dilution of Shares: Shareholders have not been meaningfully diluted in the past year.

Top Shareholders

Top 25 shareholders own 64.77% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
11.3%	Coliseum Capital Management, LLC	6,145,755	US$162.9m	-10.3%	12.46%
5.89%	BlackRock, Inc.	3,203,025	US$84.9m	0.44%	no data
5.05%	The Vanguard Group, Inc.	2,745,668	US$72.8m	1.63%	no data
3.4%	Lord, Abbett & Co. LLC	1,847,423	US$49.0m	194%	0.15%
3.09%	Duke Management Company	1,681,681	US$44.6m	0%	40.07%
2.93%	Punch & Associates Investment Management, Inc.	1,593,283	US$42.2m	35.4%	2.45%
2.75%	Dimensional Fund Advisors LP	1,493,575	US$39.6m	-22.4%	0.01%
2.59%	Cannell Capital LLC	1,407,449	US$37.3m	-5.48%	7.73%
2.56%	Macquarie Investment Management Business Trust	1,389,717	US$36.8m	10.2%	0.05%
2.5%	Park West Asset Management LLC	1,361,986	US$36.1m	-28.4%	3.17%
2.19%	Renaissance Technologies LLC	1,188,891	US$31.5m	0.57%	0.05%
2.08%	Alyeska Investment Group, L.P.	1,131,759	US$30.0m	10.7%	0.11%
1.83%	Royce & Associates, LP	994,532	US$26.4m	0%	0.24%
1.82%	Next Century Growth Investors LLC	991,752	US$26.3m	16.5%	2.04%
1.79%	American Century Investment Management Inc	973,162	US$25.8m	16.3%	0.01%
1.76%	Geode Capital Management, LLC	954,942	US$25.3m	0.22%	no data
1.65%	State Street Global Advisors, Inc.	894,783	US$23.7m	4.52%	no data
1.64%	Morgan Stanley, Investment Banking and Brokerage Investments	892,386	US$23.6m	-16.2%	no data
1.62%	FMR LLC	879,912	US$23.3m	0.11%	no data
1.27%	Hennessy Advisors, Inc.	690,900	US$18.3m	6.82%	0.55%
1.14%	Arrowstreet Capital, Limited Partnership	617,430	US$16.4m	50%	0.01%
1.04%	Pier Capital, LLC	566,663	US$15.0m	2.4%	2.18%
0.99%	AWM Investment Company Inc	536,700	US$14.2m	-2.28%	1.79%
0.95%	Victory Capital Management Inc.	518,256	US$13.7m	1,380%	0.01%
0.94%	Kennedy Capital Management LLC	512,292	US$13.6m	-15.5%	0.31%

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2025/02/22 19:42
End of Day Share Price	2025/02/21 00:00
Earnings	2024/12/31
Annual Earnings	2024/09/30

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

Package	Data	Timeframe	Example US Source ^*
Company Financials	10 years	Income statement Cash flow statement Balance sheet	SEC Form 10-K SEC Form 10-Q
Analyst Consensus Estimates	+3 years	Forecast financials Analyst price targets	Analyst Research Reports Blue Matrix
Market Prices	30 years	Stock prices Dividends, Splits and Actions	ICE Market Data SEC Form S-1
Ownership	10 years	Top shareholders Insider trading	SEC Form 4 SEC Form 13D
Management	10 years	Leadership team Board of directors	SEC Form 10-K SEC Form DEF 14A
Key Developments	10 years	Company announcements	SEC Form 8-K

^* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

Universal Technical Institute, Inc. is covered by 19 analysts. 5 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

Analyst	Institution
null null	Argus Research Company
Gary Bisbee	Barclays
Alexander Paris	Barrington Research Associates, Inc.