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Chuck Royce’s UTI Holdings & Trades

First Buy
Q2 2013
Duration Held
51 Quarters
Largest Add
Q2 2013
+2.55 M Shares
Current Position
683,532 Shares
$17.86 M Value

Chuck Royce's UTI Position Overview

Chuck Royce (via Royce & Associates Lp) currently holds 683,532 shares of Universal Technical Institute, Inc. (UTI) worth $17.86 M, representing 0.18% of the portfolio. First purchased in 2013-Q2, this long-term strategic position has been held for 51 quarters.

Based on 13F filings since 2013, Chuck Royce has maintained a long-term strategic position in UTI, representing a significant commitment to this investment thesis. Largest addition occurred in Q4 2019, adding 175,000 shares. Largest reduction occurred in Q4 2014, reducing 626,500 shares.

Analysis based on 13F filings available since 2013 Q2

Chuck Royce's Universal Technical Institute (UTI) Holding Value Over Time

Track share changes against reported price movement

Quarterly Universal Technical Institute (UTI) Trades by Chuck Royce

Report Date Bought/Sold (Sh.) % Change Qtr. End Shares Reported Price
Q3 2025 -56,000 Reduce 7.57% 683,532 $32.55
Q2 2025 -205,000 Reduce 21.70% 739,532 $33.89
Q1 2025 -50,000 Reduce 5.03% 944,532 $25.68
Q1 2024 -39,500 Reduce 3.82% 994,532 $15.94
Q4 2023 -50,000 Reduce 4.61% 1.03 M $12.52
Q1 2020 +135,000 Add 14.23% 1.08 M $5.95
Q4 2019 +175,000 Add 22.61% 949,032 $7.71
Q1 2016 -30,000 Reduce 3.73% 774,032 $4.31
Q4 2015 -1,900 Reduce 0.24% 804,032 $4.66
Q3 2015 -452,751 Reduce 35.97% 805,932 $3.51
Q2 2015 -75,000 Reduce 5.62% 1.26 M $8.60
Q1 2015 -235,000 Reduce 14.98% 1.33 M $9.60
Q4 2014 -626,500 Reduce 28.54% 1.57 M $9.84
Q2 2014 -50,000 Reduce 2.23% 2.2 M $12.14
Q1 2014 -143,028 Reduce 5.99% 2.25 M $12.95
Q4 2013 -187,000 Reduce 7.26% 2.39 M $13.91
Q3 2013 +30,000 Add 1.18% 2.58 M $12.13
Q2 2013 +2.55 M Add 0.00% 2.55 M $10.33

Chuck Royce's Universal Technical Institute Investment FAQs

Chuck Royce first purchased Universal Technical Institute, Inc. (UTI) in Q2 2013, acquiring 2,545,211 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

Chuck Royce has held Universal Technical Institute, Inc. (UTI) for 51 quarters since Q2 2013.

Chuck Royce's largest addition to Universal Technical Institute, Inc. (UTI) was in Q2 2013, adding 2,545,211 shares worth $26.29 M.

According to the latest 13F filing for Q4 2025, Chuck Royce's firm, Royce & Associates Lp, owns 683,532 shares of Universal Technical Institute, Inc. (UTI), valued at approximately $17.86 M.

As of the Q4 2025 filing, Universal Technical Institute, Inc. (UTI) represents approximately 0.18% of Chuck Royce's publicly disclosed stock portfolio, making it one of their key holdings.

Chuck Royce's peak holding in Universal Technical Institute, Inc. (UTI) was 2,575,211 shares, as reported at the end of Q3 2013.