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, Q2 2023
Institutional positions in Utah Medical Products Inc as of Jun 30, 2023. 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
- 90
- +3 vs. Q1 2023
- Shares held
- 2.55M
- +3.85K (+0.2%) vs. Q1 2023
- Total value
- $237.5M
- −$3.55M (−1.5%) vs. Q1 2023
- New holders
- 6
- 33 more added
- Sold out
- 3
- 37 more reduced
Compare with Q1 2023: 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, Q2 2023
Shares, value and share of portfolio for each institution holding Utah Medical Products Inc; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Covestor Ltd | 4 | $0 | 0.00% | −2−33.3% | Reduced |
| Global Retirement Partners, LLC | 20 | $1.86K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 28 | $2.61K | 0.00% | −56−66.7% | Reduced |
| Steward Partners Investment Advisory, LLC | 31 | $2.89K | 0.00% | 00.0% | Unchanged |
| Roffman Miller Associates Inc | 50 | $4.66K | 0.00% | +50 | New |
| Signaturefd, LLC | 55 | $5.13K | 0.00% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 176 | $16.4K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 197 | $18.4K | 0.00% | −31−13.6% | Reduced |
| Federation des caisses Desjardins du Quebec | 225 | $21.0K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 296 | $27.6K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 324 | $30.2K | 0.00% | 00.0% | Unchanged |
| Copeland Capital Management, LLC | 336 | $31.3K | 0.00% | −81−19.4% | Reduced |
| Legal & General Group Plc | 508 | $47.3K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 517 | $48.0K | 0.00% | +45+9.5% | Added |
| Advisor Group Holdings, Inc. | 646 | $60.2K | 0.00% | +118+22.3% | Added |
| Barclays PLC | 685 | $63.8K | 0.00% | −1,065−60.9% | Reduced |
| Morgan Dempsey Capital Management LLC | 893 | $83.2K | 0.02% | −5,000−84.8% | Reduced |
| Bank of America Corp | 897 | $83.6K | 0.00% | −721−44.6% | Reduced |
| Allspring Global Investments Holdings, LLC | 920 | $85.7K | 0.00% | −71−7.2% | Reduced |
| BNP Paribas Arbitrage, SA | 922 | $85.9K | 0.00% | −519−36.0% | Reduced |
| US Bancorp | 1,072 | $99.9K | 0.00% | −59−5.2% | Reduced |
| Citigroup Inc | 1,081 | $100.7K | 0.00% | +1,078+35,933.3% | Added |
| California State Teachers Retirement System | 1,141 | $106.3K | 0.00% | −140−10.9% | Reduced |
| New York State Common Retirement Fund | 1,427 | $133.0K | 0.00% | −1,402−49.6% | Reduced |
| Wells Fargo & Company | 1,599 | $149.1K | 0.00% | +763+91.3% | Added |
| American International Group, Inc. | 1,651 | $153.9K | 0.00% | −12−0.7% | Reduced |
| Lazard Asset Management LLC | 1,689 | $157.0K | 0.00% | 00.0% | Unchanged |
| Victory Capital Management Inc | 1,934 | $180.2K | 0.00% | +1,006+108.4% | Added |
| MetLife Investment Management | 2,030 | $189.2K | 0.00% | 00.0% | Unchanged |
| Deutsche Bank AG | 2,325 | $216.7K | 0.00% | −822−26.1% | Reduced |
| Legato Capital Management LLC | 2,416 | $225.2K | 0.03% | +49+2.1% | Added |
| Watershed Asset Management, L.L.C. | 2,515 | $234.4K | 0.29% | −233−8.5% | Reduced |
| Panagora Asset Management Inc | 2,643 | $246.3K | 0.00% | +2,643 | New |
| Invesco Ltd. | 2,684 | $250.1K | 0.00% | +86+3.3% | Added |
| D. E. Shaw & Co., Inc. | 2,830 | $263.8K | 0.00% | +442+18.5% | Added |
| Captrust Financial Advisors | 3,188 | $297.1K | 0.00% | +3,188 | New |
| Squarepoint Ops LLC | 3,226 | $300.7K | 0.00% | +3,226 | New |
| Advisory Services Network, LLC | 3,305 | $308.0K | 0.01% | −21−0.6% | Reduced |
| Martingale Asset Management L P | 3,361 | $313.2K | 0.01% | +2+0.1% | Added |
| Annex Advisory Services, LLC | 3,526 | $328.7K | 0.02% | +702+24.9% | Added |
| O'Shaughnessy Asset Management, LLC | 3,826 | $356.6K | 0.01% | +564+17.3% | Added |
| Envestnet Asset Management Inc | 3,865 | $360.2K | 0.00% | +211+5.8% | Added |
| Penobscot Investment Management Company, Inc. | 4,000 | $372.8K | 0.06% | 00.0% | Unchanged |
| James Investment Research Inc | 4,292 | $400.0K | 0.05% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 4,350 | $405.0K | 0.00% | −129−2.9% | Reduced |
| Royal Bank of Canada | 4,377 | $408.0K | 0.00% | +51+1.2% | Added |
| Rhumbline Advisers | 4,499 | $419.3K | 0.00% | −84−1.8% | Reduced |
| Two Sigma Advisers, LP | 4,700 | $438.0K | 0.00% | +1,000+27.0% | Added |
| Alliancebernstein L.P. | 4,800 | $447.4K | 0.00% | +100+2.1% | Added |
| American Century Companies Inc | 4,975 | $463.7K | 0.00% | +4,975 | New |
| Two Sigma Investments, LP | 5,107 | $476.0K | 0.00% | +1,155+29.2% | Added |
| Los Angeles Capital Management LLC | 5,713 | $532.5K | 0.00% | +451+8.6% | Added |
| STRS Ohio | 5,800 | $540.0K | 0.00% | 00.0% | Unchanged |
| Quadrature Capital Ltd | 5,853 | $545.5K | 0.01% | +1,805+44.6% | Added |
| Seizert Capital Partners, LLC | 5,912 | $551.0K | 0.03% | −357−5.7% | Reduced |
| UBS Group AG | 8,012 | $746.7K | 0.00% | +5,798+261.9% | Added |
| Nuveen Asset Management, LLC | 8,839 | $823.8K | 0.00% | 00.0% | Unchanged |
| Citadel Advisors LLC | 9,081 | $846.4K | 0.00% | −323−3.4% | Reduced |
| Globeflex Capital L P | 9,338 | $870.3K | 0.10% | −372−3.8% | Reduced |
| Cardinal Capital Management | 11,309 | $1.06M | 0.21% | +143+1.3% | Added |
| Bank of Montreal | 12,292 | $1.23M | 0.00% | +12,292 | New |
| Everett Harris & Co | 13,926 | $1.30M | 0.02% | +106+0.8% | Added |
| Charles Schwab Investment Management Inc | 14,191 | $1.32M | 0.00% | −62−0.4% | Reduced |
| Morgan Stanley | 15,408 | $1.44M | 0.00% | +256+1.7% | Added |
| Millennium Management LLC | 16,356 | $1.52M | 0.00% | +8,205+100.7% | Added |
| Ancora Advisors, LLC | 17,182 | $1.60M | 0.04% | −4,960−22.4% | Reduced |
| LSV Asset Management | 20,615 | $1.92M | 0.00% | −3,885−15.9% | Reduced |
| Isthmus Partners, LLC | 20,937 | $1.95M | 0.27% | −68−0.3% | Reduced |
| Price T Rowe Associates Inc | 23,116 | $2.16M | 0.00% | +56+0.2% | Added |
| Brandes Investment Partners, LP | 23,280 | $2.17M | 0.04% | +1,775+8.3% | Added |
| Penn Mutual Asset Management, LLC | 30,283 | $2.82M | 2.54% | +16,335+117.1% | Added |
| Clean Yield Group | 30,703 | $2.86M | 1.18% | +5,020+19.5% | Added |
| Bank of New York Mellon Corp | 31,191 | $2.91M | 0.00% | +31+0.1% | Added |
| Royce & Associates LP | 32,667 | $3.04M | 0.03% | +80.0% | Added |
| Northern Trust Corp | 37,177 | $3.46M | 0.00% | −669−1.8% | Reduced |
| Goldman Sachs Group Inc | 40,856 | $3.81M | 0.00% | −2,604−6.0% | Reduced |
| Franklin Resources Inc | 43,326 | $4.04M | 0.00% | +1,630+3.9% | Added |
| Loomis Sayles & Co L P | 50,182 | $4.68M | 0.01% | −1,338−2.6% | Reduced |
| JPMorgan Chase & Co | 58,534 | $5.46M | 0.00% | −26,934−31.5% | Reduced |
| Geode Capital Management, LLC | 66,328 | $6.18M | 0.00% | −5,083−7.1% | Reduced |
| Russell Investments Group, Ltd. | 67,671 | $6.31M | 0.01% | −1,817−2.6% | Reduced |
| State Street Corp | 70,916 | $6.63M | 0.00% | −530−0.7% | Reduced |
| Ranger Investment Management, L.P. | 78,681 | $7.33M | 0.44% | +6,156+8.5% | Added |
| Rice Hall James & Associates, LLC | 112,999 | $10.5M | 0.60% | −1,124−1.0% | Reduced |
| Dimensional Fund Advisors LP | 155,127 | $14.5M | 0.00% | +589+0.4% | Added |
| Vanguard Group Inc | 167,548 | $15.6M | 0.00% | −1,387−0.8% | Reduced |
| BlackRock Inc. | 196,610 | $18.3M | 0.00% | −2,427−1.2% | Reduced |
| Renaissance Technologies LLC | 203,392 | $19.0M | 0.03% | −3,322−1.6% | Reduced |
| T. Rowe Price Investment Management, Inc. | 341,118 | $31.8M | 0.02% | −8,722−2.5% | Reduced |
| FMR LLC | 382,093 | $35.6M | 0.00% | +350.0% | Added |
| SG Americas Securities, LLC | 0 | $0 | 0.00% | −1,402−100.0% | Sold out |
| Belpointe Asset Management LLC | 0 | $0 | 0.00% | −400−100.0% | Sold out |
| WR Wealth Planners, LLC | 0 | $0 | 0.00% | −66−100.0% | Sold out |