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 2023
Institutional positions in Utah Medical Products Inc as of Dec 31, 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
- 89
- −3 vs. Q3 2023
- Shares held
- 2.52M
- −53.1K (−2.1%) vs. Q3 2023
- Total value
- $211.9M
- −$9.43M (−4.3%) vs. Q3 2023
- New holders
- 7
- 34 more added
- Sold out
- 10
- 30 more reduced
Compare with Q3 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, Q4 2023
Shares, value and share of portfolio for each institution holding Utah Medical Products Inc; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Covestor Ltd | 4 | $0 | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 1 | $79 | 0.00% | +1 | New |
| Allspring Global Investments Holdings, LLC | 3 | $252 | 0.00% | −607−99.5% | Reduced |
| Private Wealth Management Group, LLC | 21 | $1.77K | 0.00% | +21 | New |
| Global Retirement Partners, LLC | 22 | $1.83K | 0.00% | +2+10.0% | Added |
| Signaturefd, LLC | 93 | $7.83K | 0.00% | 00.0% | Unchanged |
| Comerica Bank | 131 | $11.0K | 0.00% | +16+13.9% | Added |
| Tower Research Capital LLC (TRC) | 151 | $12.7K | 0.00% | −1,298−89.6% | Reduced |
| Federation des caisses Desjardins du Quebec | 225 | $18.9K | 0.00% | 00.0% | Unchanged |
| AJOVista, LLC | 233 | $19.6K | 0.02% | +233 | New |
| Metropolitan Life Insurance Co | 249 | $21.0K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 296 | $24.9K | 0.00% | 00.0% | Unchanged |
| Northwest Financial Advisors | 300 | $25.3K | 0.02% | +300 | New |
| The PNC Financial Services Group, Inc. | 324 | $27.3K | 0.00% | 00.0% | Unchanged |
| Copeland Capital Management, LLC | 338 | $28.5K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 481 | $41.0K | 0.00% | −36−7.0% | Reduced |
| California State Teachers Retirement System | 565 | $47.6K | 0.00% | −192−25.4% | Reduced |
| Citigroup Inc | 600 | $50.5K | 0.00% | +494+466.0% | Added |
| Legal & General Group Plc | 615 | $51.8K | 0.00% | +142+30.0% | Added |
| Advisor Group Holdings, Inc. | 715 | $60.2K | 0.00% | −1−0.1% | Reduced |
| Morgan Dempsey Capital Management LLC | 896 | $75.5K | 0.02% | 00.0% | Unchanged |
| Victory Capital Management Inc | 926 | $78.0K | 0.00% | −1,008−52.1% | Reduced |
| Qube Research & Technologies Ltd | 1,013 | $85.3K | 0.00% | +1,013 | New |
| US Bancorp | 1,050 | $88.4K | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 1,073 | $90.4K | 0.00% | +202+23.2% | Added |
| New York State Common Retirement Fund | 1,429 | $120.3K | 0.00% | −6−0.4% | Reduced |
| EntryPoint Capital, LLC | 1,446 | $121.8K | 0.12% | +1,446 | New |
| Lazard Asset Management LLC | 1,685 | $141.0K | 0.00% | +1,401+493.3% | Added |
| American International Group, Inc. | 1,706 | $143.7K | 0.00% | −6−0.4% | Reduced |
| MetLife Investment Management | 2,030 | $171.0K | 0.00% | 00.0% | Unchanged |
| Deutsche Bank AG | 2,362 | $198.9K | 0.00% | −155−6.2% | Reduced |
| Royal Bank of Canada | 2,394 | $202.0K | 0.00% | +719+42.9% | Added |
| Bridge City Capital, LLC | 3,176 | $267.5K | 0.10% | +3,176 | New |
| Voya Investment Management LLC | 3,279 | $276.2K | 0.00% | +50+1.5% | Added |
| Martingale Asset Management L P | 3,366 | $283.5K | 0.01% | 00.0% | Unchanged |
| Bank of America Corp | 3,529 | $297.2K | 0.00% | +396+12.6% | Added |
| Winton Group Ltd | 3,718 | $313.1K | 0.02% | +5+0.1% | Added |
| BNP Paribas Arbitrage, SA | 3,766 | $317.2K | 0.00% | +1,899+101.7% | Added |
| Penobscot Investment Management Company, Inc. | 4,000 | $336.9K | 0.04% | 00.0% | Unchanged |
| Envestnet Asset Management Inc | 4,055 | $341.5K | 0.00% | +105+2.7% | Added |
| Seizert Capital Partners, LLC | 4,119 | $346.9K | 0.02% | −1,141−21.7% | Reduced |
| James Investment Research Inc | 4,292 | $361.5K | 0.05% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 4,388 | $370.0K | 0.00% | −10−0.2% | Reduced |
| D. E. Shaw & Co., Inc. | 4,504 | $379.3K | 0.00% | −212−4.5% | Reduced |
| Rhumbline Advisers | 4,538 | $382.2K | 0.00% | −85−1.8% | Reduced |
| Barclays PLC | 4,757 | $400.6K | 0.00% | +4,102+626.3% | Added |
| Alliancebernstein L.P. | 4,800 | $404.3K | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 4,858 | $409.1K | 0.00% | +2,108+76.7% | Added |
| Advisory Services Network, LLC | 4,885 | $411.4K | 0.01% | +1,579+47.8% | Added |
| Los Angeles Capital Management LLC | 5,766 | $485.6K | 0.00% | 00.0% | Unchanged |
| STRS Ohio | 5,800 | $488.0K | 0.00% | 00.0% | Unchanged |
| Globeflex Capital L P | 6,336 | $533.6K | 0.05% | −3,002−32.1% | Reduced |
| Citadel Advisors LLC | 7,131 | $600.6K | 0.00% | +2,522+54.7% | Added |
| Two Sigma Investments, LP | 7,507 | $632.2K | 0.00% | −3,200−29.9% | Reduced |
| American Century Companies Inc | 8,397 | $707.2K | 0.00% | +2,427+40.7% | Added |
| Two Sigma Advisers, LP | 8,700 | $732.7K | 0.00% | −1,600−15.5% | Reduced |
| Nuveen Asset Management, LLC | 11,329 | $954.1K | 0.00% | +2,490+28.2% | Added |
| Quadrature Capital Ltd | 11,639 | $984.9K | 0.02% | −1,724−12.9% | Reduced |
| Cardinal Capital Management | 11,727 | $991.1K | 0.19% | +146+1.3% | Added |
| Morgan Stanley | 12,497 | $1.05M | 0.00% | +4,030+47.6% | Added |
| Charles Schwab Investment Management Inc | 14,172 | $1.19M | 0.00% | −330−2.3% | Reduced |
| Everett Harris & Co | 14,828 | $1.25M | 0.02% | +517+3.6% | Added |
| Royce & Associates LP | 15,849 | $1.33M | 0.01% | −16,867−51.6% | Reduced |
| LSV Asset Management | 16,444 | $1.39M | 0.00% | −2,771−14.4% | Reduced |
| Ancora Advisors, LLC | 16,657 | $1.40M | 0.03% | 00.0% | Unchanged |
| Bard Associates Inc | 18,029 | $1.52M | 0.58% | −152−0.8% | Reduced |
| Millennium Management LLC | 19,908 | $1.68M | 0.00% | −2,081−9.5% | Reduced |
| Price T Rowe Associates Inc | 21,994 | $1.85M | 0.00% | −1,979−8.3% | Reduced |
| Isthmus Partners, LLC | 22,699 | $1.91M | 0.25% | +1,392+6.5% | Added |
| Clean Yield Group | 31,748 | $2.67M | 1.13% | +485+1.6% | Added |
| Brandes Investment Partners, LP | 32,825 | $2.76M | 0.04% | +5,746+21.2% | Added |
| Goldman Sachs Group Inc | 34,512 | $2.91M | 0.00% | −6,444−15.7% | Reduced |
| Bank of New York Mellon Corp | 36,503 | $3.07M | 0.00% | +5,104+16.3% | Added |
| Northern Trust Corp | 38,588 | $3.25M | 0.00% | +1,422+3.8% | Added |
| Franklin Resources Inc | 43,326 | $3.65M | 0.00% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 44,439 | $3.74M | 0.01% | −1,589−3.5% | Reduced |
| Penn Mutual Asset Management, LLC | 53,093 | $4.47M | 3.45% | +16,810+46.3% | Added |
| Russell Investments Group, Ltd. | 54,973 | $4.63M | 0.01% | −3,666−6.3% | Reduced |
| JPMorgan Chase & Co | 63,628 | $5.36M | 0.00% | +5,362+9.2% | Added |
| Geode Capital Management, LLC | 72,020 | $6.07M | 0.00% | +3,296+4.8% | Added |
| State Street Corp | 74,327 | $6.28M | 0.00% | +3,431+4.8% | Added |
| Ranger Investment Management, L.P. | 77,591 | $6.53M | 0.40% | +3,180+4.3% | Added |
| Rice Hall James & Associates, LLC | 105,011 | $8.84M | 0.51% | −6,623−5.9% | Reduced |
| Dimensional Fund Advisors LP | 163,044 | $13.7M | 0.00% | +3,128+2.0% | Added |
| Vanguard Group Inc | 170,739 | $14.4M | 0.00% | +2,581+1.5% | Added |
| BlackRock Inc. | 204,421 | $17.2M | 0.00% | +7,004+3.5% | Added |
| Renaissance Technologies LLC | 204,614 | $17.2M | 0.03% | −900−0.4% | Reduced |
| T. Rowe Price Investment Management, Inc. | 269,166 | $22.7M | 0.01% | −60,146−18.3% | Reduced |
| FMR LLC | 389,708 | $32.8M | 0.00% | −1230.0% | Reduced |
| Natixis Advisors, L.P. | 0 | $0 | 0.00% | −12,811−100.0% | Sold out |
| Man Group plc | 0 | $0 | 0.00% | – | Sold out |
| O'Shaughnessy Asset Management, LLC | 0 | $0 | 0.00% | −3,542−100.0% | Sold out |
| Invesco Ltd. | 0 | $0 | 0.00% | −2,718−100.0% | Sold out |
| Panagora Asset Management Inc | 0 | $0 | 0.00% | −2,643−100.0% | Sold out |
| Riverwater Partners LLC | 0 | $0 | 0.00% | −2,354−100.0% | Sold out |
| Hillsdale Investment Management Inc. | 0 | $0 | 0.00% | −1,400−100.0% | Sold out |
| Quadrant Capital Group LLC | 0 | $0 | 0.00% | −128−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −43−100.0% | Sold out |
| Lindbrook Capital, LLC | 0 | $0 | 0.00% | −7−100.0% | Sold out |