Chuck Royce's UTI Position Overview
Chuck Royce (via Royce & Associates Lp) currently holds 1.03 M shares of Universal Technical Institute, Inc. (UTI) worth $37.2 M, representing 0.37% of the portfolio. First purchased in 2013-Q2, this long-term strategic position has been held for 52 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 Q1 2026, adding 347,050 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 |
|---|---|---|---|---|
| Q1 2026 | +347,050 | Add 50.77% | 1.03 M | $36.10 |
| 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 52 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 Q1 2026, Chuck Royce's firm, Royce & Associates Lp, owns 1,030,582 shares of Universal Technical Institute, Inc. (UTI), valued at approximately $37.2 M.
As of the Q1 2026 filing, Universal Technical Institute, Inc. (UTI) represents approximately 0.37% 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.