Utah Medical Products Inc
UTMD- Exchange
- Nasdaq
- Industry
- Surgical & Medical Instruments & Apparatus
- SEC CIK
- 0000706698
No open-market purchases or sales by Utah Medical Products Inc insiders were filed in the last 90 days; 115 institutions reported holding it in 13F filings for Q2 2026, worth $159.9M in total; no superinvestor holds it.
13F holders, Q4 2022
Institutional positions in Utah Medical Products Inc as of Dec 31, 2022. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 82
- +4 vs. Q3 2022
- Shares held
- 2.55M
- +10.7K (+0.4%) vs. Q3 2022
- Total value
- $256.0M
- +$39.7M (+18.3%) vs. Q3 2022
- New holders
- 7
- 33 more added
- Sold out
- 3
- 24 more reduced
Compare with Q3 2022: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting UTMD on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 115 | $159.9M |
| Q1 2026 | 120 | $140.5M |
| Q4 2025 | 117 | $117.5M |
| Q3 2025 | 117 | $136.5M |
| Q2 2025 | 112 | $122.9M |
| Q1 2025 | 110 | $125.6M |
| Q4 2024 | 112 | $141.7M |
| Q3 2024 | 110 | $161.2M |
| Q2 2024 | 101 | $162.1M |
| Q1 2024 | 100 | $177.1M |
| Q4 2023 | 89 | $211.9M |
| Q3 2023 | 92 | $221.3M |
| Q2 2023 | 90 | $237.5M |
| Q1 2023 | 87 | $241.0M |
| Q4 2022 | 82 | $256.0M |
| Q3 2022 | 78 | $216.3M |
| Q2 2022 | 75 | $219.9M |
| Q1 2022 | 85 | $231.2M |
| Q4 2021 | 79 | $260.4M |
| Q3 2021 | 72 | $241.5M |
| Q2 2021 | 68 | $221.1M |
| Q1 2021 | 79 | $228.0M |
Institutions, Q4 2022
Shares, value and share of portfolio for each institution holding Utah Medical Products Inc; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Covestor Ltd | 7 | $1.00K | 0.00% | −9−56.3% | Reduced |
| Steward Partners Investment Advisory, LLC | 31 | $3.12K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 55 | $5.53K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 87 | $9.00K | 0.00% | −186−68.1% | Reduced |
| Rockefeller Capital Management L.P. | 131 | $13.0K | 0.00% | +131 | New |
| Citigroup Inc | 171 | $17.2K | 0.00% | +64+59.8% | Added |
| Wells Fargo & Company | 175 | $17.6K | 0.00% | −58−24.9% | Reduced |
| Advisor Group Holdings, Inc. | 187 | $19.0K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 225 | $22.6K | 0.00% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 241 | $24.2K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 296 | $26.8K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 300 | $30.2K | 0.00% | 00.0% | Unchanged |
| Copeland Capital Management, LLC | 384 | $39.0K | 0.00% | +6+1.6% | Added |
| Belpointe Asset Management LLC | 400 | $40.2K | 0.00% | +400 | New |
| BNP Paribas Arbitrage, SA | 482 | $48.5K | 0.00% | −558−53.7% | Reduced |
| Legal & General Group Plc | 508 | $51.1K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 612 | $53.1K | 0.00% | +612 | New |
| Amalgamated Bank | 545 | $55.0K | 0.00% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 892 | $89.7K | 0.00% | −19−2.1% | Reduced |
| Barclays PLC | 925 | $93.0K | 0.00% | +779+533.6% | Added |
| Victory Capital Management Inc | 928 | $93.3K | 0.00% | −95−9.3% | Reduced |
| California State Teachers Retirement System | 1,375 | $138.2K | 0.00% | +15+1.1% | Added |
| US Bancorp | 1,399 | $140.6K | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 1,590 | $159.8K | 0.00% | +1,590 | New |
| Lazard Asset Management LLC | 1,618 | $162.0K | 0.00% | +248+18.1% | Added |
| American International Group, Inc. | 1,629 | $163.8K | 0.00% | −6−0.4% | Reduced |
| MetLife Investment Management | 2,030 | $204.1K | 0.00% | 00.0% | Unchanged |
| D. E. Shaw & Co., Inc. | 2,088 | $209.9K | 0.00% | +2,088 | New |
| Bank of America Corp | 2,097 | $210.8K | 0.00% | +1,597+319.4% | Added |
| Penn Mutual Asset Management, LLC | 2,300 | $231.2K | 0.26% | +2,300 | New |
| Legato Capital Management LLC | 2,367 | $238.0K | 0.05% | +2,367 | New |
| Deutsche Bank AG | 2,511 | $252.4K | 0.00% | +22+0.9% | Added |
| Watershed Asset Management, L.L.C. | 2,712 | $272.6K | 0.35% | −138−4.8% | Reduced |
| Panagora Asset Management Inc | 2,737 | $275.2K | 0.00% | −1,375−33.4% | Reduced |
| New York State Common Retirement Fund | 2,829 | $284.4K | 0.00% | −2−0.1% | Reduced |
| Two Sigma Advisers, LP | 3,300 | $331.7K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 3,325 | $334.2K | 0.01% | +2+0.1% | Added |
| Martingale Asset Management L P | 3,359 | $337.7K | 0.01% | −19−0.6% | Reduced |
| Citadel Advisors LLC | 3,396 | $341.4K | 0.00% | +883+35.1% | Added |
| Invesco Ltd. | 3,562 | $358.1K | 0.00% | +1,208+51.3% | Added |
| Annex Advisory Services, LLC | 3,566 | $358.5K | 0.02% | +466+15.0% | Added |
| Envestnet Asset Management Inc | 3,603 | $362.2K | 0.00% | +24+0.7% | Added |
| O'Shaughnessy Asset Management, LLC | 3,711 | $373.1K | 0.01% | +842+29.3% | Added |
| Penobscot Investment Management Company, Inc. | 4,000 | $402.1K | 0.07% | 00.0% | Unchanged |
| James Investment Research Inc | 4,270 | $429.0K | 0.06% | 00.0% | Unchanged |
| Rhumbline Advisers | 4,501 | $452.0K | 0.00% | +112+2.6% | Added |
| Royal Bank of Canada | 4,533 | $455.0K | 0.00% | +355+8.5% | Added |
| Alliancebernstein L.P. | 4,700 | $472.5K | 0.00% | +100+2.2% | Added |
| Los Angeles Capital Management LLC | 5,537 | $556.6K | 0.00% | 00.0% | Unchanged |
| STRS Ohio | 5,800 | $583.0K | 0.00% | −500−7.9% | Reduced |
| Seizert Capital Partners, LLC | 7,747 | $778.8K | 0.04% | 00.0% | Unchanged |
| Nuveen Asset Management, LLC | 8,964 | $901.0K | 0.00% | −810−8.3% | Reduced |
| Morgan Stanley | 9,339 | $938.8K | 0.00% | −428−4.4% | Reduced |
| Mercer Global Advisors Inc | 9,681 | $973.0K | 0.00% | −17−0.2% | Reduced |
| Globeflex Capital L P | 9,710 | $976.1K | 0.12% | 00.0% | Unchanged |
| Cardinal Capital Management | 11,136 | $1.12M | 0.24% | +139+1.3% | Added |
| LSV Asset Management | 12,814 | $1.29M | 0.00% | +1,913+17.5% | Added |
| Everett Harris & Co | 13,805 | $1.39M | 0.02% | +45+0.3% | Added |
| Charles Schwab Investment Management Inc | 14,087 | $1.42M | 0.00% | +171+1.2% | Added |
| Clean Yield Group | 16,069 | $1.62M | 0.69% | +55+0.3% | Added |
| Isthmus Partners, LLC | 20,273 | $2.04M | 0.31% | −51−0.3% | Reduced |
| Ancora Advisors, LLC | 22,741 | $2.29M | 0.07% | −1,508−6.2% | Reduced |
| Price T Rowe Associates Inc | 23,038 | $2.32M | 0.00% | +73+0.3% | Added |
| Royce & Associates LP | 29,963 | $3.01M | 0.03% | −2,017−6.3% | Reduced |
| Bank of New York Mellon Corp | 32,268 | $3.24M | 0.00% | +12,944+67.0% | Added |
| Northern Trust Corp | 37,694 | $3.79M | 0.00% | +601+1.6% | Added |
| Goldman Sachs Group Inc | 40,995 | $4.12M | 0.00% | +50.0% | Added |
| Franklin Resources Inc | 41,696 | $4.19M | 0.00% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 52,404 | $5.27M | 0.01% | −450−0.9% | Reduced |
| Russell Investments Group, Ltd. | 65,650 | $6.60M | 0.01% | −6,072−8.5% | Reduced |
| State Street Corp | 70,025 | $7.06M | 0.00% | +390+0.6% | Added |
| Geode Capital Management, LLC | 70,326 | $7.07M | 0.00% | +547+0.8% | Added |
| Ranger Investment Management, L.P. | 75,087 | $7.55M | 0.56% | +1,515+2.1% | Added |
| JPMorgan Chase & Co | 83,213 | $8.37M | 0.00% | −9,214−10.0% | Reduced |
| HealthInvest Partners AB | 94,000 | $9.45M | 18.25% | +8,000+9.3% | Added |
| Rice Hall James & Associates, LLC | 114,366 | $11.5M | 0.66% | −3,172−2.7% | Reduced |
| Dimensional Fund Advisors LP | 153,368 | $15.4M | 0.01% | +445+0.3% | Added |
| Vanguard Group Inc | 167,690 | $16.9M | 0.00% | +872+0.5% | Added |
| BlackRock Inc. | 205,514 | $20.7M | 0.00% | +6,911+3.5% | Added |
| Renaissance Technologies LLC | 210,614 | $21.2M | 0.03% | −5,900−2.7% | Reduced |
| T. Rowe Price Investment Management, Inc. | 341,916 | $34.4M | 0.03% | −271−0.1% | Reduced |
| FMR LLC | 382,033 | $38.4M | 0.00% | +597+0.2% | Added |
| Brandes Investment Partners, LP | 0 | $0 | 0.00% | −7,858−100.0% | Sold out |
| Credit Suisse AG | 0 | $0 | 0.00% | −17−100.0% | Sold out |
| Bourgeon Capital Management LLC | 0 | $0 | 0.00% | −3−100.0% | Sold out |