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, Q3 2023
Institutional positions in Utah Medical Products Inc as of Sep 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
- 92
- +2 vs. Q2 2023
- Shares held
- 2.57M
- +21.5K (+0.8%) vs. Q2 2023
- Total value
- $221.3M
- −$16.2M (−6.8%) vs. Q2 2023
- New holders
- 11
- 41 more added
- Sold out
- 9
- 24 more reduced
Compare with Q2 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, Q3 2023
Shares, value and share of portfolio for each institution holding Utah Medical Products Inc; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| FMR LLC | 389,831 | $33.5M | 0.00% | +7,738+2.0% | Added |
| T. Rowe Price Investment Management, Inc. | 329,312 | $28.3M | 0.02% | −11,806−3.5% | Reduced |
| Renaissance Technologies LLC | 205,514 | $17.7M | 0.03% | +2,122+1.0% | Added |
| BlackRock Inc. | 197,417 | $17.0M | 0.00% | +807+0.4% | Added |
| Vanguard Group Inc | 168,158 | $14.5M | 0.00% | +610+0.4% | Added |
| Dimensional Fund Advisors LP | 159,916 | $13.8M | 0.00% | +4,789+3.1% | Added |
| Rice Hall James & Associates, LLC | 111,634 | $9.60M | 0.61% | −1,365−1.2% | Reduced |
| Ranger Investment Management, L.P. | 74,411 | $6.40M | 0.42% | −4,270−5.4% | Reduced |
| State Street Corp | 70,896 | $6.12M | 0.00% | −200.0% | Reduced |
| Geode Capital Management, LLC | 68,724 | $5.91M | 0.00% | +2,396+3.6% | Added |
| Russell Investments Group, Ltd. | 58,639 | $5.04M | 0.01% | −9,032−13.3% | Reduced |
| JPMorgan Chase & Co | 58,266 | $5.01M | 0.00% | −268−0.5% | Reduced |
| Loomis Sayles & Co L P | 46,028 | $3.96M | 0.01% | −4,154−8.3% | Reduced |
| Franklin Resources Inc | 43,326 | $3.73M | 0.00% | 00.0% | Unchanged |
| Goldman Sachs Group Inc | 40,956 | $3.52M | 0.00% | +100+0.2% | Added |
| Northern Trust Corp | 37,166 | $3.20M | 0.00% | −110.0% | Reduced |
| Penn Mutual Asset Management, LLC | 36,283 | $3.12M | 2.93% | +6,000+19.8% | Added |
| Royce & Associates LP | 32,716 | $2.81M | 0.03% | +49+0.1% | Added |
| Bank of New York Mellon Corp | 31,399 | $2.70M | 0.00% | +208+0.7% | Added |
| Clean Yield Group | 31,263 | $2.68M | 1.19% | +560+1.8% | Added |
| Brandes Investment Partners, LP | 27,079 | $2.33M | 0.05% | +3,799+16.3% | Added |
| Price T Rowe Associates Inc | 23,973 | $2.06M | 0.00% | +857+3.7% | Added |
| Millennium Management LLC | 21,989 | $1.89M | 0.00% | +5,633+34.4% | Added |
| Isthmus Partners, LLC | 21,307 | $1.83M | 0.26% | +370+1.8% | Added |
| LSV Asset Management | 19,215 | $1.65M | 0.00% | −1,400−6.8% | Reduced |
| Bard Associates Inc | 18,181 | $1.56M | 0.65% | +18,181 | New |
| Ancora Advisors, LLC | 16,657 | $1.43M | 0.04% | −525−3.1% | Reduced |
| Charles Schwab Investment Management Inc | 14,502 | $1.25M | 0.00% | +311+2.2% | Added |
| Everett Harris & Co | 14,311 | $1.23M | 0.02% | +385+2.8% | Added |
| Quadrature Capital Ltd | 13,363 | $1.16M | 0.02% | +7,510+128.3% | Added |
| Natixis Advisors, L.P. | 12,811 | $1.10M | 0.00% | +12,811 | New |
| Cardinal Capital Management | 11,581 | $999.3K | 0.20% | +272+2.4% | Added |
| Two Sigma Investments, LP | 10,707 | $920.8K | 0.00% | +5,600+109.7% | Added |
| Two Sigma Advisers, LP | 10,300 | $885.8K | 0.00% | +5,600+119.1% | Added |
| Globeflex Capital L P | 9,338 | $803.1K | 0.09% | 00.0% | Unchanged |
| Nuveen Asset Management, LLC | 8,839 | $760.2K | 0.00% | 00.0% | Unchanged |
| Morgan Stanley | 8,467 | $728.2K | 0.00% | −6,941−45.0% | Reduced |
| American Century Companies Inc | 5,970 | $513.4K | 0.00% | +995+20.0% | Added |
| STRS Ohio | 5,800 | $498.0K | 0.00% | 00.0% | Unchanged |
| Los Angeles Capital Management LLC | 5,766 | $495.9K | 0.00% | +53+0.9% | Added |
| Seizert Capital Partners, LLC | 5,260 | $452.4K | 0.02% | −652−11.0% | Reduced |
| Alliancebernstein L.P. | 4,800 | $412.8K | 0.00% | 00.0% | Unchanged |
| D. E. Shaw & Co., Inc. | 4,716 | $405.6K | 0.00% | +1,886+66.6% | Added |
| Rhumbline Advisers | 4,623 | $397.6K | 0.00% | +124+2.8% | Added |
| Citadel Advisors LLC | 4,609 | $396.4K | 0.00% | −4,472−49.2% | Reduced |
| Man Group plc | – | $393.7K | 0.00% | – | New |
| Mercer Global Advisors Inc | 4,398 | $378.0K | 0.00% | +48+1.1% | Added |
| James Investment Research Inc | 4,292 | $369.1K | 0.05% | 00.0% | Unchanged |
| Penobscot Investment Management Company, Inc. | 4,000 | $344.0K | 0.05% | 00.0% | Unchanged |
| Envestnet Asset Management Inc | 3,950 | $339.7K | 0.00% | +85+2.2% | Added |
| Winton Group Ltd | 3,713 | $319.3K | 0.03% | +3,713 | New |
| O'Shaughnessy Asset Management, LLC | 3,542 | $304.6K | 0.00% | −284−7.4% | Reduced |
| Martingale Asset Management L P | 3,366 | $289.5K | 0.01% | +5+0.1% | Added |
| Advisory Services Network, LLC | 3,306 | $284.3K | 0.01% | +10.0% | Added |
| Voya Investment Management LLC | 3,229 | $277.7K | 0.00% | +3,229 | New |
| Bank of America Corp | 3,133 | $269.4K | 0.00% | +2,236+249.3% | Added |
| UBS Group AG | 2,750 | $236.5K | 0.00% | −5,262−65.7% | Reduced |
| Invesco Ltd. | 2,718 | $233.7K | 0.00% | +34+1.3% | Added |
| Panagora Asset Management Inc | 2,643 | $227.3K | 0.00% | 00.0% | Unchanged |
| Deutsche Bank AG | 2,517 | $216.5K | 0.00% | +192+8.3% | Added |
| Riverwater Partners LLC | 2,354 | $202.4K | 0.18% | +2,354 | New |
| MetLife Investment Management | 2,030 | $174.6K | 0.00% | 00.0% | Unchanged |
| Victory Capital Management Inc | 1,934 | $166.3K | 0.00% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 1,867 | $160.6K | 0.00% | +945+102.5% | Added |
| American International Group, Inc. | 1,712 | $147.2K | 0.00% | +61+3.7% | Added |
| Royal Bank of Canada | 1,675 | $144.0K | 0.00% | −2,702−61.7% | Reduced |
| Tower Research Capital LLC (TRC) | 1,449 | $124.6K | 0.00% | +1,252+635.5% | Added |
| New York State Common Retirement Fund | 1,435 | $123.4K | 0.00% | +8+0.6% | Added |
| Hillsdale Investment Management Inc. | 1,400 | $120.4K | 0.01% | +1,400 | New |
| US Bancorp | 1,050 | $90.3K | 0.00% | −22−2.1% | Reduced |
| Morgan Dempsey Capital Management LLC | 896 | $77.1K | 0.02% | +3+0.3% | Added |
| Wells Fargo & Company | 871 | $74.9K | 0.00% | −728−45.5% | Reduced |
| California State Teachers Retirement System | 757 | $65.1K | 0.00% | −384−33.7% | Reduced |
| Advisor Group Holdings, Inc. | 716 | $61.5K | 0.00% | +70+10.8% | Added |
| Barclays PLC | 655 | $56.3K | 0.00% | −30−4.4% | Reduced |
| Allspring Global Investments Holdings, LLC | 610 | $52.5K | 0.00% | −310−33.7% | Reduced |
| Amalgamated Bank | 517 | $44.0K | 0.00% | 00.0% | Unchanged |
| Legal & General Group Plc | 473 | $40.7K | 0.00% | −35−6.9% | Reduced |
| Copeland Capital Management, LLC | 338 | $29.1K | 0.00% | +2+0.6% | Added |
| The PNC Financial Services Group, Inc. | 324 | $27.9K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 296 | $25.5K | 0.00% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 284 | $24.0K | 0.00% | −1,405−83.2% | Reduced |
| Metropolitan Life Insurance Co | 249 | $21.4K | 0.00% | +73+41.5% | Added |
| Federation des caisses Desjardins du Quebec | 225 | $19.4K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 128 | $11.0K | 0.00% | +128 | New |
| Comerica Bank | 115 | $9.87K | 0.00% | +115 | New |
| Citigroup Inc | 106 | $9.12K | 0.00% | −975−90.2% | Reduced |
| Signaturefd, LLC | 93 | $8.00K | 0.00% | +38+69.1% | Added |
| Quantbot Technologies LP | 43 | $3.70K | 0.00% | +43 | New |
| Global Retirement Partners, LLC | 20 | $1.75K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 7 | $602 | 0.00% | +7 | New |
| Covestor Ltd | 4 | $0 | 0.00% | 00.0% | Unchanged |
| Bank of Montreal | 0 | $0 | 0.00% | −12,292−100.0% | Sold out |
| Annex Advisory Services, LLC | 0 | $0 | 0.00% | −3,526−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −3,226−100.0% | Sold out |
| Captrust Financial Advisors | 0 | $0 | 0.00% | −3,188−100.0% | Sold out |
| Watershed Asset Management, L.L.C. | 0 | $0 | 0.00% | −2,515−100.0% | Sold out |
| Legato Capital Management LLC | 0 | $0 | 0.00% | −2,416−100.0% | Sold out |
| Roffman Miller Associates Inc | 0 | $0 | 0.00% | −50−100.0% | Sold out |
| Steward Partners Investment Advisory, LLC | 0 | $0 | 0.00% | −31−100.0% | Sold out |