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 2024
Institutional positions in Utah Medical Products Inc as of Sep 30, 2024. 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
- 110
- +10 vs. Q2 2024
- Shares held
- 2.41M
- +183.7K (+8.3%) vs. Q2 2024
- Total value
- $161.2M
- +$12.2M (+8.2%) vs. Q2 2024
- New holders
- 19
- 43 more added
- Sold out
- 9
- 26 more reduced
1 institution that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2024: 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 2024
Shares, value and share of portfolio for each institution holding Utah Medical Products Inc; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Avion Wealth | 7 | $0 | 0.00% | +7 | New |
| Farther Finance Advisors, LLC | 1 | $67 | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 5 | $333 | 0.00% | +5 | New |
| True Wealth Design, LLC | 7 | $469 | 0.00% | +7 | New |
| Sterling Capital Management LLC | 11 | $736 | 0.00% | +11 | New |
| Massmutual Trust Co FSB | 17 | $1.14K | 0.00% | +5+41.7% | Added |
| Nisa Investment Advisors, LLC | 18 | $1.21K | 0.00% | +14+350.0% | Added |
| Capital Performance Advisors LLP | 20 | $1.34K | 0.00% | +20 | New |
| GAMMA Investing LLC | 29 | $1.94K | 0.00% | +29 | New |
| Covestor Ltd | 27 | $2.00K | 0.00% | −1−3.6% | Reduced |
| Signaturefd, LLC | 38 | $2.54K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 78 | $5.22K | 0.00% | +78 | New |
| Venturi Wealth Management, LLC | 78 | $5.22K | 0.00% | +78 | New |
| Harbor Capital Advisors, Inc. | 91 | $6.00K | 0.00% | +91 | New |
| Amalgamated Bank | 119 | $8.00K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 130 | $8.70K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 137 | $9.17K | 0.00% | +15+12.3% | Added |
| WealthCollab, LLC | 147 | $9.84K | 0.01% | +76+107.0% | Added |
| Tower Research Capital LLC (TRC) | 190 | $12.7K | 0.00% | −338−64.0% | Reduced |
| Comerica Bank | 218 | $14.6K | 0.00% | +40+22.5% | Added |
| Federation des caisses Desjardins du Quebec | 225 | $15.1K | 0.00% | 00.0% | Unchanged |
| California State Teachers Retirement System | 245 | $16.4K | 0.00% | 00.0% | Unchanged |
| Legal & General Group Plc | 295 | $19.7K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 296 | $19.8K | 0.00% | 00.0% | Unchanged |
| Northwest Financial Advisors | 300 | $20.1K | 0.02% | +300 | New |
| CWM, LLC | 450 | $30.0K | 0.00% | +155+52.5% | Added |
| Clean Yield Group | 450 | $30.1K | 0.01% | −400−47.1% | Reduced |
| Advisor Group Holdings, Inc. | 546 | $36.5K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 734 | $49.1K | 0.00% | −193−20.8% | Reduced |
| Copeland Capital Management, LLC | 794 | $53.1K | 0.00% | +794 | New |
| The PNC Financial Services Group, Inc. | 796 | $53.3K | 0.00% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 1,117 | $74.7K | 0.00% | +566+102.7% | Added |
| Allspring Global Investments Holdings, LLC | 1,246 | $83.4K | 0.00% | +7+0.6% | Added |
| New York State Common Retirement Fund | 1,429 | $95.6K | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 1,543 | $103.2K | 0.00% | +31+2.1% | Added |
| Corebridge Financial, Inc. | 1,780 | $119.1K | 0.00% | −42−2.3% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 1,874 | $125.4K | 0.00% | +247+15.2% | Added |
| UBS Group AG | 2,043 | $136.7K | 0.00% | +72+3.7% | Added |
| MetLife Investment Management | 2,202 | $147.3K | 0.00% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 2,225 | $148.0K | 0.00% | −1,536−40.8% | Reduced |
| State of Wyoming | 2,308 | $154.4K | 0.02% | +466+25.3% | Added |
| Virtu Financial LLC | 3,088 | $207.0K | 0.01% | +3,088 | New |
| Jane Street Group, LLC | 3,127 | $209.2K | 0.00% | −2,752−46.8% | Reduced |
| Aviva PLC | 3,266 | $218.5K | 0.00% | +206+6.7% | Added |
| EntryPoint Capital, LLC | 3,321 | $222.2K | 0.13% | −682−17.0% | Reduced |
| SEI Investments Co | 3,350 | $224.1K | 0.00% | +3,350 | New |
| Gsa Capital Partners LLP | 3,455 | $231.0K | 0.02% | +3,455 | New |
| Cambridge Investment Research Advisors, Inc. | 3,496 | $234.0K | 0.00% | −23−0.7% | Reduced |
| Trexquant Investment LP | 3,508 | $234.7K | 0.00% | −4,262−54.9% | Reduced |
| Martingale Asset Management L P | 3,968 | $265.5K | 0.01% | +201+5.3% | Added |
| Penobscot Investment Management Company, Inc. | 4,000 | $267.6K | 0.02% | 00.0% | Unchanged |
| Bank of America Corp | 4,133 | $276.5K | 0.00% | +600+17.0% | Added |
| Mercer Global Advisors Inc | 4,350 | $287.1K | 0.00% | 00.0% | Unchanged |
| Engineers Gate Manager LP | 4,308 | $288.2K | 0.01% | +4,308 | New |
| Exchange Traded Concepts, LLC | 4,549 | $304.4K | 0.01% | +4,549 | New |
| Barclays PLC | 4,574 | $306.0K | 0.00% | +3,118+214.1% | Added |
| Advisory Services Network, LLC | 4,793 | $320.2K | 0.01% | 00.0% | Unchanged |
| Marshall Wace, LLP | 4,831 | $323.2K | 0.00% | +4,831 | New |
| Alliancebernstein L.P. | 5,100 | $341.2K | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 5,161 | $345.3K | 0.00% | +3,941+323.0% | Added |
| Everett Harris & Co | 5,232 | $350.1K | 0.00% | −2,770−34.6% | Reduced |
| Bridge City Capital, LLC | 5,264 | $352.2K | 0.10% | 00.0% | Unchanged |
| Royal Bank of Canada | 5,684 | $382.0K | 0.00% | +2,865+101.6% | Added |
| Seizert Capital Partners, LLC | 5,736 | $383.8K | 0.02% | +2,112+58.3% | Added |
| Sanctuary Advisors, LLC | 5,998 | $391.6K | 0.00% | −268−4.3% | Reduced |
| Arrowstreet Capital, Limited Partnership | 5,924 | $396.4K | 0.00% | +5,924 | New |
| Globeflex Capital L P | 6,336 | $423.9K | 0.04% | 00.0% | Unchanged |
| Envestnet Asset Management Inc | 6,623 | $443.2K | 0.00% | +1,006+17.9% | Added |
| Rhumbline Advisers | 6,645 | $444.6K | 0.00% | +1,137+20.6% | Added |
| Goldman Sachs Group Inc | 7,003 | $468.6K | 0.00% | +3,898+125.5% | Added |
| Atria Investments LLC | 7,187 | $480.9K | 0.01% | −62−0.9% | Reduced |
| American Century Companies Inc | 7,492 | $501.3K | 0.00% | −4,429−37.2% | Reduced |
| Kings Path Partners LLC | 8,509 | $569.3K | 0.24% | 00.0% | Unchanged |
| AQR Capital Management LLC | 8,874 | $593.8K | 0.00% | +1,723+24.1% | Added |
| Charles Schwab Investment Management Inc | 9,618 | $643.5K | 0.00% | −12−0.1% | Reduced |
| Qube Research & Technologies Ltd | 9,724 | $650.6K | 0.00% | +4,117+73.4% | Added |
| D. E. Shaw & Co., Inc. | 10,113 | $676.7K | 0.00% | −674−6.2% | Reduced |
| Man Group plc | 10,146 | $678.9K | 0.00% | +865+9.3% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 10,337 | $691.6K | 0.00% | +4,330+72.1% | Added |
| Ameriprise Financial Inc | 12,054 | $806.5K | 0.00% | +7,450+161.8% | Added |
| Nuveen Asset Management, LLC | 12,669 | $847.7K | 0.00% | 00.0% | Unchanged |
| LSV Asset Management | 13,821 | $925.0K | 0.00% | 00.0% | Unchanged |
| Victory Capital Management Inc | 14,408 | $964.0K | 0.00% | +11,735+439.0% | Added |
| Royce & Associates LP | 16,203 | $1.08M | 0.01% | 00.0% | Unchanged |
| Citadel Advisors LLC | 16,921 | $1.13M | 0.00% | −3,849−18.5% | Reduced |
| Two Sigma Investments, LP | 18,407 | $1.23M | 0.00% | −697−3.6% | Reduced |
| Cardinal Capital Management | 18,448 | $1.24M | 0.19% | +2,803+17.9% | Added |
| Bard Associates Inc | 19,781 | $1.33M | 0.45% | +224+1.1% | Added |
| Price T Rowe Associates Inc | 22,440 | $1.50M | 0.00% | −1,501−6.3% | Reduced |
| Two Sigma Advisers, LP | 23,800 | $1.59M | 0.00% | +1,500+6.7% | Added |
| Millennium Management LLC | 25,112 | $1.68M | 0.00% | −13,852−35.6% | Reduced |
| Los Angeles Capital Management LLC | 30,553 | $2.04M | 0.01% | −2,730−8.2% | Reduced |
| Isthmus Partners, LLC | 32,062 | $2.15M | 0.25% | −7,905−19.8% | Reduced |
| Morgan Stanley | 32,596 | $2.18M | 0.00% | −3,258−9.1% | Reduced |
| Northern Trust Corp | 35,059 | $2.35M | 0.00% | −713−2.0% | Reduced |
| Minerva Advisors LLC | 42,328 | $2.82M | 1.63% | +34,794+461.8% | Added |
| Bank of New York Mellon Corp | 47,440 | $3.17M | 0.00% | −2,164−4.4% | Reduced |
| Russell Investments Group, Ltd. | 50,466 | $3.38M | 0.00% | +9,086+22.0% | Added |
| JPMorgan Chase & Co | 69,411 | $4.64M | 0.00% | +6,645+10.6% | Added |
| State Street Corp | 80,856 | $5.43M | 0.00% | +694+0.9% | Added |