UTI UNIVERSAL TECHNICAL INSTITUTE INC
Executive Summary
A mixed institutional cluster in UTI for Q3 2025: 4 buyers accumulated $4.1M in new positions (dominated by T. Rowe Price, UBS, and Ameriprise) while 5 sellers, including Fidelity and Morgan Stanley, reduced holdings by $57.7M. The selling by mega-passive funds (Fidelity -$36.1M, Morgan Stanley -$8.9M) far outweighs the buying, suggesting broad de-risking or sector rotation despite 91% analyst bullishness.
Key Financial Metrics
Institutional Positions
Net institutional flow: -$53.6M
▲ Buyers (4)
| Institution | Action | Change | Position Value | Value Δ |
|---|---|---|---|---|
| T. Rowe Price | DOUBLED | +2519.2% | $32.0K | $30.0K |
| Wells Fargo | DOUBLED | +138% | $3.4M | $1.9M |
| UBS | ADD | +57.1% | $4.0M | $1.3M |
| Ameriprise Financial | ADD | +30.2% | $4.4M | $886.0K |
▼ Sellers (5)
| Institution | Action | Change | Prev Value | Value Δ |
|---|---|---|---|---|
| Fidelity | NEAR_EXIT | -77.3% | $46.1M | -$36.1M |
| Morgan Stanley | TRIM | -25.3% | $31.5M | -$8.9M |
| Invesco | TRIM | -72.7% | $10.1M | -$7.5M |
| Citadel | TRIM | -70.1% | $5.3M | -$3.8M |
| Ubs Am, A Distinct Business Un | TRIM | -29% | $4.6M | -$1.5M |
Actionable Insight
The magnitude of institutional selling — especially Fidelity's near-exit, Morgan Stanley's $8.9M trim, and Invesco's 73% reduction — creates a strong negative signal that outweighs the buying. Monitor for further 13F filings and earnings (2.02) to see if fundamental deterioration justifies the distribution. The historical win rate on prior UTI reports is high (67% T+20), lending weight to this bearish read.
Key Facts
- 4 buyers added $4.1M in new positions; 5 sellers exited or reduced by $57.7M
- Fidelity sold nearly 1.1M shares (-77.3% of its position, value -$36.1M)
- T. Rowe Price doubled its stake by 2,519% but from a tiny base ($1K to $32K)
- Morgan Stanley trimmed 25.3% of its 928.7K-share position (-$8.9M)
- Analyst consensus is 91% bullish (10 Buy, 1 Hold), contrasting with institutional selling
- Insider selling of $124.4M over 30 days aligns with institutional distribution
Financial Impact
Net $53.7M institutional outflow: buyers added $4.1M vs sellers reduced $57.7M, a 14:1 sell-to-buy ratio by dollar value
Risk Factors
- 13F data is 45+ days stale; the distribution may have already been reversed
- Analyst consensus remains heavily bullish (91% Buy), creating potential contrarian squeeze if selling was seasonal rotation
- Buying by asset managers (Ameriprise) and UBS provides some offset to the passive selling
Market Snapshot
Documents Analyzed
This report is based on 1 institutional 13F filing from SEC EDGAR.
| Document | Accession Number |
|---|---|
| INST-CLUSTER Data (Synthetic) | inst-cluster-UTI-2025-Q3 |
Track record builds as more directional reports settle.
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
|
Jun 11, 2026
3d ago
|
Institutional Cluster
| $39.61 awaiting T+5 | awaiting T+5 | — | — |
|
Jun 10, 2026
4d ago
|
Insider Cluster
| $39.80 awaiting T+5 | awaiting T+5 | — | — |
|
May 12, 2026
4w ago
|
144
| $37.67 $39.06 | ▲ +3.69% | ▲ +3.61% | — |
|
Feb 27, 2026
15w ago
|
Insider Cluster
| $36.20 $34.99 | ▲ +3.34% | ▲ +1.36% | — |
|
Feb 27, 2026
15w ago
|
Insider Cluster
| $36.20 $34.99 | ▼ −3.34% | ▼ −1.36% | — |
|
Feb 27, 2026
15w ago
|
Insider Cluster
| $36.20 $34.99 | ▼ −3.34% | ▼ −1.36% | — |
US Market Status
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