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Rockefeller Capital Management L.P.: UTI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Rockefeller Capital Management L.P. on UTI, newest first. How the timeline and the estimate are built.

Rockefeller Capital Management L.P. held 503,381 UTI shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 503,381 shares
    Change vs previous 13F +99,186 shares

    0.03% of the 13F portfolio, value $21,529,606.

    13F-HR 0001739439-26-000006 filed by Rockefeller Capital Management L.P.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 404,195 shares
    Change vs previous 13F -85,988 shares

    0.03% of the 13F portfolio, value $14,591,439.

    13F-HR 0001739439-26-000005 filed by Rockefeller Capital Management L.P.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F/A 490,183 shares
    Change vs previous 13F -245,985 shares

    0.02% of the 13F portfolio, value $12,808,481.

    13F-HR/A 0001739439-26-000003 filed by Rockefeller Capital Management L.P.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 736,168 shares
    Change vs previous 13F +491,230 shares

    0.05% of the 13F portfolio, value $23,962,269.

    13F-HR 0001739439-25-000031 filed by Rockefeller Capital Management L.P.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F/A 244,938 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $8,300,949.

    13F-HR/A 0001739439-25-000022 filed by Rockefeller Capital Management L.P.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).