This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/UTI/capital-change-brief"
Use Arkolith's capital_change_brief for UTI. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Coliseum Capital Management, LLC | $143.4M | 4.0M | —Held | Q1 2026 | |
| 2 | BlackRock, Inc. | $130.8M | 3.6M | ▼−0.2% Reduced · −7K sh | Q1 2026 | |
| 3 | VANGUARD CAPITAL MANAGEMENT LLC | $78.4M | 2.2M | ▲New +2.2M sh | Q1 2026 | |
| 4 | CONGRESS ASSET MANAGEMENT CO | $77.7M | 2.2M | ▲+27% Added · +459K sh | Q1 2026 | |
| 5 | PRICE T ROWE ASSOCIATES INC /MD/ | $61.4M | 1.7M | ▲+6.3% Added · +101K sh | Q1 2026 | |
| 6 | Hood River Capital Management LLC | $57.3M | 1.6M | ▼−2.0% Reduced · −32K sh | Q1 2026 | |
| 7 | Point72 Asset Management, L.P. | $52.1M | 1.4M | ▲+48% Added · +466K sh | Q1 2026 | |
| 8 | AMERICAN CENTURY COMPANIES INC | $51.9M | 1.4M | ▼−10% Reduced · −161K sh | Q1 2026 | |
| 9 | DIMENSIONAL FUND ADVISORS LP | $46.8M | 1.3M | ▲+0.7% Added · +9K sh | Q1 2026 | |
| 10 | WASATCH ADVISORS LP | $55.5M | 1.3M | ▼−34% Reduced · −682K sh | Q2 2026 | |
| 11 | Conestoga Capital Advisors, LLC | $46.6M | 1.3M | ▲15× Added · +1.2M sh | Q1 2026 | |
| 12 | GEODE CAPITAL MANAGEMENT, LLC | $42.2M | 1.2M | ▼−1.2% Reduced · −15K sh | Q1 2026 | |
| 13 | Nuveen, LLC | $40.7M | 1.1M | ▲+13% Added · +133K sh | Q1 2026 | |
| 14 | PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | $38.9M | 1.1M | ▼−7.9% Reduced · −93K sh | Q1 2026 | |
| 15 | STATE STREET CORP | $37.4M | 1.0M | ▲+2.2% Added · +22K sh | Q1 2026 | |
| 16 | NEEDHAM INVESTMENT MANAGEMENT LLC | $37.2M | 1.0M | ▲+28% Added · +223K sh | Q1 2026 | |
| 17 | Praetorian PR LLC | $36.1M | 1.0M | ▲New +1.0M sh | Q1 2026 | |
| 18 | Alyeska Investment Group, L.P. | $32.7M | 906K | ▲+3.1% Added · +28K sh | Q1 2026 | |
| 19 | RENAISSANCE TECHNOLOGIES LLC | $23.7M | 657K | ▼−9.3% Reduced · −68K sh | Q1 2026 | |
| 20 | Clearbridge Investments, LLC | $21.7M | 602K | ▲+8.4% Added · +47K sh | Q1 2026 | |
| 21 | LOOMIS SAYLES & CO L P | $21.5M | 595K | ▼−2.5% Reduced · −16K sh | Q1 2026 | |
| 22 | BAILLIE GIFFORD & CO | $20.5M | 567K | ▼−4.7% Reduced · −28K sh | Q1 2026 | |
| 23 | MORGAN STANLEY | $19.6M | 543K | ▼−1.9% Reduced · −11K sh | Q1 2026 | |
| 24 | ROYAL BANK OF CANADA | $19.6M | 543K | ▼−5.1% Reduced · −29K sh | Q1 2026 | |
| 25 | VANGUARD PORTFOLIO MANAGEMENT LLC | $19.3M | 536K | ▲New +536K sh | Q1 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Jun 29, 2026 | Grant Jerome Alan | Chief Executive Officer, Director | Sell (S) | 46K | $1.9M |
| Jun 29, 2026 | Grant Jerome Alan | Chief Executive Officer, Director | Sell (S) | 49K | $2.0M |
| Jun 22, 2026 | Prehn Kevin | Concorde Division President | Sell (S) | 5K | $182K |
| Jun 8, 2026 | Coliseum Capital Management, LLC | Director | Sell (S) | 3.0M | $124.2M |
| Jun 5, 2026 | Kline Christine | Senior Vice President and CAO | Sell (S) | 4K | $155K |
| Jun 5, 2026 | LENNOX WILLIAM J JR | Director | Gift (G) | 5K | $0 |
| May 27, 2026 | Lorenz Tracy Kay | SVP and UTI Division President | Tax withholding (F) | 19K | $750K |
| May 27, 2026 | Lorenz Tracy Kay | SVP and UTI Division President | Tax withholding (F) | 3K | $134K |
| May 25, 2026 | Lorenz Tracy Kay | SVP and UTI Division President | Grant (A) | 42K | $0 |
| May 11, 2026 | SRERE LINDA J | Director | Sell (S) | 15K | $549K |
| Mar 27, 2026 | Kevane Christopher E. | EVP and Chief Legal Officer | Sell (S) | 24K | $888K |
| Mar 17, 2026 | Brochick George W. | Director | Sell (S) | 5K | $183K |
| Company | Co-held by | Combined value |
|---|---|---|
| ALPHABET INC-CL AGOOGL | 62 funds | $17.3B |
| MICROSOFT CORPMSFT | 61 funds | $24.4B |
| JPMORGAN CHASE & COJPM | 59 funds | $8.6B |
| MICRON TECHNOLOGY INCMU | 59 funds | $5.7B |
| UNITEDHEALTH GROUP INCUNH | 59 funds | $2.1B |
| NVIDIA CORPNVDA | 58 funds | $35.7B |
| APPLE INCAAPL | 58 funds | $28.1B |
| META PLATFORMS INC-CLASS AMETA | 58 funds | $13.6B |
| THERMO FISHER SCIENTIFIC INCTMO | 58 funds | $2.5B |
| AMAZON.COM INCAMZN | 57 funds | $19.6B |
| BROADCOM INCAVGO | 57 funds | $12.8B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 57 funds | $5.6B |
Ranked by how many of UTI's institutional holders also hold each name, a cross-fund conviction signal. Via the MCP server (ticker.co_held).
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for UTI. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes. Every panel above is one call to the Arkolith API & MCP server.