環球技術研究所有限公司
US ˙ NYSE ˙ US9139151040

SecurityUTI / Universal Technical Institute, Inc.
InstitutionMorgan Stanley
Latest Disclosed Ownership542,912 shares
Latest Disclosed Value $ 19,599,157
Morgan Stanley reports 1.90% decrease in ownership of UTI / Universal Technical Institute, Inc.

On May 15, 2026 - Morgan Stanley filed a 13F-HR form disclosing ownership of 542,912 shares of Universal Technical Institute, Inc. (US:UTI) valued at $19,599,123 USD as of March 31, 2026. The entity filed a previous 13F-HR/A on May 27, 2026 disclosing 553,417 shares of Universal Technical Institute, Inc.. This represents a change in shares of -1.90% during the quarter. The current value of the position is $24,376,749 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-15 2026-03-31 13F UNIVERSAL TECHNICAL INST COM 913915104 542,912 -10,505 -1.90 19,599 35.54 0.0012
2026-05-27 2025-12-31 13F/A-1 UNIVERSAL TECHNICAL INST COM 913915104 553,417 -140,177 -20.21 14,461 -35.95 0.0009
2026-02-13 2025-12-31 13F UNIVERSAL TECHNICAL INST COM 913915104 553,417 -140,177 14,461 0.0009
2026-05-27 2025-09-30 13F/A-1 UNIVERSAL TECHNICAL INST COM 913915104 693,594 -235,088 -25.31 22,576 -28.27 0.0014
2025-11-14 2025-09-30 13F UNIVERSAL TECHNICAL INST COM 913915104 693,594 -235,088 22,576 0.0014
2025-08-15 2025-06-30 13F UNIVERSAL TECHNICAL INST COM 913915104 928,682 -173,232 -15.72 31,473 11.22 0.0021
2025-05-15 2025-03-31 13F UNIVERSAL TECHNICAL INST COM 913915104 1,101,914 167,210 17.89 28,297 17.75 0.0020
2025-05-15 2024-12-31 13F/A-1 UNIVERSAL TECHNICAL INST COM 913915104 934,704 -183,585 -16.42 24,031 32.16 0.0017
2025-02-14 2024-12-31 13F UNIVERSAL TECHNICAL INST COM 913915104 934,704 -183,585 24,031 0.0017
2025-05-14 2024-09-30 13F/A-2 UNIVERSAL TECHNICAL INST COM 913915104 1,118,289 243,477 27.83 18,183 32.14 0.0013
2025-02-14 2024-09-30 13F/A-1 UNIVERSAL TECHNICAL INST COM 913915104 1,118,289 243,477 18,183 0.0013
2024-11-14 2024-09-30 13F UNIVERSAL TECHNICAL INST COM 913915104 1,118,289 243,477 18,183 0.0002
2025-05-14 2024-06-30 13F/A-2 UNIVERSAL TECHNICAL INST COM 913915104 874,812 -1,123,804 -56.23 13,761 -56.81 0.0011
2024-10-17 2024-06-30 13F/A-1 UNIVERSAL TECHNICAL INST COM 913915104 874,812 -1,123,804 13,761 0.0011
2024-08-14 2024-06-30 13F UNIVERSAL TECHNICAL INST COM 913915104 874,812 -1,123,804 13,761 0.0011
2024-10-17 2024-03-31 13F/A-2 UNIVERSAL TECHNICAL INST COM 913915104 1,998,616 1,040,500 108.60 31,858 165.59 0.0026
2024-08-16 2024-03-31 13F/A-1 UNIVERSAL TECHNICAL INST COM 913915104 1,998,616 1,040,500 31,858 0.0003
2024-05-15 2024-03-31 13F UNIVERSAL TECHNICAL INST COM 913915104 1,998,616 1,040,500 31,858 0.0026
2024-08-16 2023-12-31 13F/A-1 UNIVERSAL TECHNICAL INST COM 913915104 958,116 216,444 29.18 11,996 93.00 0.0011
2024-02-13 2023-12-31 13F UNIVERSAL TECHNICAL INST COM 913915104 958,116 216,444 11,996 0.0011
2023-11-15 2023-09-30 13F UNIVERSAL TECHNICAL INST COM 913915104 741,672 -5,015 -0.67 6,215 20.47 0.0006
2023-08-14 2023-06-30 13F UNIVERSAL TECHNICAL INST COM 913915104 746,687 6,151 0.83 5,160 -5.60 0.0005
2023-05-15 2023-03-31 13F UNIVERSAL TECHNICAL INST COM 913915104 740,536 2,296 0.31 5,465 10.18 0.0006
2023-02-14 2022-12-31 13F UNIVERSAL TECHNICAL INST COM 913915104 738,240 -21,820 -2.87 4,961 19.98 0.0006
2022-11-14 2022-09-30 13F UNIVERSAL TECHNICAL INST COM 913915104 760,060 -23,682 -3.02 4,134 -26.02 0.0006
2022-10-27 2022-06-30 13F/A-1 UNIVERSAL TECHNICAL INST COM 913915104 783,742 6,112 0.79 5,588 -18.79 0.0007
2022-08-15 2022-06-30 13F UNIVERSAL TECHNICAL INST COM 913915104 783,742 6,112 5,588 0.0001
2022-10-27 2022-03-31 13F/A-1 UNIVERSAL TECHNICAL INST COM 913915104 777,630 13,190 1.73 6,881 15.09 0.0009
2022-05-13 2022-03-31 13F UNIVERSAL TECHNICAL INST COM 913915104 777,630 13,190 6,881 0.0009
2022-02-14 2021-12-31 13F UNIVERSAL TECHNICAL INST COM 913915104 764,440 21,071 2.83 5,979 18.99 0.0007
2021-11-15 2021-09-30 13F UNIVERSAL TECHNICAL INST COM 913915104 743,369 -13,071 -1.73 5,025 2.34 0.0007
2021-08-23 2021-06-30 13F/A-1 UNIVERSAL TECHNICAL INST COM 913915104 756,440 716,486 1,793.28 4,910 2,007.30 0.0006
2021-08-16 2021-06-30 13F UNIVERSAL TECHNICAL INST COM 913915104 756,440 716,486 4,910 0.0001
2021-05-17 2021-03-31 13F UNIVERSAL TECHNICAL INST COM 913915104 39,954 9,637 31.79 233 18.88 0.0000
2021-02-16 2020-12-31 13F UNIVERSAL TECHNICAL INST COM 913915104 30,317 25,510 530.68 196 684.00 0.0000
2020-11-13 2020-09-30 13F UNIVERSAL TECHNICAL INST COM 913915104 4,807 -16,192 -77.11 25 -82.76 0.0000
2020-08-14 2020-06-30 13F UNIVERSAL TECHNICAL INST COM 913915104 20,999 13,027 163.41 145 202.08 0.0000
2020-05-26 2020-03-31 13F/A-1 UNIVERSAL TECHNICAL INST COM 913915104 7,972 -1,121 -12.33 48 -31.43 0.0000
2020-05-15 2020-03-31 13F UNIVERSAL TECHNICAL INST COM 913915104 7,972 -1,121 48 3.6874
2020-02-14 2019-12-31 13F UNIVERSAL TECHNICAL INST COM 913915104 9,093 5,232 135.51 70 233.33 0.0000
2019-11-14 2019-09-30 13F UNIVERSAL TECHNICAL INST COM 913915104 3,861 1,147 42.26 21 133.33 0.0000
2019-08-14 2019-06-30 13F UNIVERSAL TECHNICAL INST COM 913915104 2,714 -1,081 -28.48 9 -30.77 0.0000
2019-05-15 2019-03-31 13F UNIVERSAL TECHNICAL INST COM 913915104 3,795 3,221 561.15 13 1,200.00 0.0000
2019-02-14 2018-12-31 13F UNIVERSAL TECHNICAL INST COM 913915104 574 117 25.60 1 0.00 0.0000
2019-04-23 2018-09-30 13F/A-2 UNIVERSAL TECHNICAL INST COM 913915104 457 360 371.13 1 0.00 0.0000
2018-11-20 2018-09-30 13F/A-1 UNIVERSAL TECHNICAL INST COM 913915104 457 0 1 0.0000
2018-11-14 2018-09-30 13F UNIVERSAL TECHNICAL INST COM 913915104 457 360 1
2019-04-23 2018-06-30 13F/A-1 UNIVERSAL TECHNICAL INST COM 913915104 97 0 0.00 0 -100.00 0.0000
2018-08-14 2018-06-30 13F UNIVERSAL TECHNICAL INST COM 913915104 97 0 0
2019-04-23 2018-03-31 13F/A-1 UNIVERSAL TECHNICAL INST COM 913915104 97 0 0.00 0 0.0000
2018-05-14 2018-03-31 13F UNIVERSAL TECHNICAL INST COM 913915104 97 0 0
2019-04-23 2017-12-31 13F/A-1 UNIVERSAL TECHNICAL INST COM 913915104 97 -25 -20.49 0 0.0000
2018-02-14 2017-12-31 13F UNIVERSAL TECHNICAL INST COM 913915104 97 -25 0
2017-11-14 2017-09-30 13F UNIVERSAL TECHNICAL INST COM 913915104 122 -27,097 -99.55 0 -100.00
2017-08-11 2017-06-30 13F UNIVERSAL TECHNICAL INST COM 913915104 27,219 21,164 349.53 97 361.90 0.0000
2017-05-22 2017-03-31 13F/A-1 UNIVERSAL TECHNICAL INST COM 913915104 6,055 -1,706 -21.98 21 -8.70 0.0000
2017-05-12 2017-03-31 13F UNIVERSAL TECHNICAL INST COM 913915104 6,055 21
2017-02-22 2016-12-31 13F/A-1 UNIVERSAL TECHNICAL INST COM 913915104 7,761 -73,044 -90.40 23 -84.03 0.0000
2017-02-13 2016-12-31 13F UNIVERSAL TECHNICAL INST COM 913915104 7,761 23
2016-11-10 2016-09-30 13F UNIVERSAL TECHNICAL INST COM 913915104 80,805 -33,660 -29.41 144 -44.19 0.0000
2016-08-12 2016-06-30 13F UNIVERSAL TECHNICAL INST COM 913915104 114,465 14,186 14.15 258 -40.28 0.0001
2016-05-12 2016-03-31 13F UNIVERSAL TECHNICAL INST COM 913915104 100,279 -140,688 -58.38 432 -61.50 0.0002
2016-02-09 2015-12-31 13F UNIVERSAL TECHNICAL INST COM 913915104 240,967 -494,192 -67.22 1,122 -56.53 0.0004
2016-02-08 2015-09-30 13F/A-1 UNIVERSAL TECHNICAL INST COM 913915104 735,159 -8,811 -1.18 2,581 -59.67 0.0010
2015-11-09 2015-09-30 13F UNIVERSAL TECHNICAL INST COM 913915104 735,159 2,581
2015-08-12 2015-06-30 13F UNIVERSAL TECHNICAL INST COM 913915104 743,970 5,773 0.78 6,399 -9.71 0.0022
2015-05-14 2015-03-31 13F UNIVERSAL TECHNICAL INST COM 913915104 738,197 171,739 30.32 7,087 27.17 0.0026
2015-02-13 2014-12-31 13F UNIVERSAL TECHNICAL INST COM 913915104 566,458 235,898 71.36 5,573 80.36 0.0020
2014-12-16 2014-09-30 13F/A-1 UNIVERSAL TECHNICAL INST COM 913915104 330,560 321,472 3,537.32 3,090 2,518.64 0.0012
2014-11-14 2014-09-30 13F UNIVERSAL TECHNICAL INST COM 913915104 330,560 3,090
2014-05-13 2014-03-31 13F UNIVERSAL TECHNICAL INST COM 913915104 9,088 -1,610 -15.05 118 -20.81 0.0000
2014-02-13 2013-12-31 13F UNIVERSAL TECHNICAL INST COM 913915104 10,698 10,698 149 0.0001
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.