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