[SCHEDULE 13G/A] Universal Technical Institute, Inc. SEC Filing
Lord, Abbett & Co. LLC reported beneficial ownership of 2,030,376 shares of Universal Technical Institute Inc. common stock, equal to 3.73% of the class. The filing discloses sole voting power for 1,735,016 shares and sole dispositive power for 2,030,376 shares.
The Schedule 13G/A indicates these securities are held on behalf of investment advisory clients and, by certification, were acquired and are held in the ordinary course of business and not for the purpose of changing control. The filing references CUSIP 913915104 and an event date of 06/30/2025, with the amendment signed on 08/13/2025.
- Filed an amended Schedule 13G/A disclosing beneficial ownership of 2,030,376 shares (3.73%)
- Certification states holdings are held in the ordinary course and not to influence control
- None.
Insights
TL;DR: Lord Abbett discloses a modest, non-controlling 3.73% stake in UTI, held for advisory clients.
The filing shows an aggregate beneficial position of 2,030,376 shares (3.73%). The split between voting and dispositive power—1,735,016 sole votes versus 2,030,376 sole dispositive—indicates Lord Abbett can direct dispositions for the full reported amount while voting a slightly smaller portion. Item 6 explicitly states the securities are held on behalf of investment advisory clients and Item 10 certifies the holdings are in the ordinary course of business and not intended to change control. For investors, this reads as a disclosure of a meaningful institutional stake without activist intent.
TL;DR: Amendment filed and certified; disclosures align with passive/advisory holding requirements.
The document is filed as a Schedule 13G/A (Amendment No. 1) and includes required ownership breakdowns and certifications. It identifies Lord, Abbett & Co. LLC as a Delaware-registered investment adviser (Type: IA) and provides addresses for both the issuer and filer. The signature block shows the filing was executed on 08/13/2025. The certification language in Item 10 affirms ordinary-course holding and no intent to influence control, consistent with Schedule 13G filing conditions for investment advisers.