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 2024
Institutional positions in Utah Medical Products Inc as of Dec 31, 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
- 112
- +2 vs. Q3 2024
- Shares held
- 2.31M
- −103.3K (−4.3%) vs. Q3 2024
- Total value
- $141.7M
- −$19.4M (−12.1%) vs. Q3 2024
- New holders
- 19
- 41 more added
- Sold out
- 17
- 35 more reduced
Compare with Q3 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, Q4 2024
Shares, value and share of portfolio for each institution holding Utah Medical Products Inc; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| GAMMA Investing LLC | 3 | $184 | 0.00% | −26−89.7% | Reduced |
| Smartleaf Asset Management LLC | 5 | $304 | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 5 | $307 | 0.00% | +5 | New |
| EverSource Wealth Advisors, LLC | 8 | $492 | 0.00% | +8 | New |
| Hexagon Capital Partners LLC | 11 | $676 | 0.00% | +11 | New |
| Principal Securities, Inc. | 14 | $861 | 0.00% | +14 | New |
| Nisa Investment Advisors, LLC | 18 | $1.11K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 35 | $2.00K | 0.00% | +8+29.6% | Added |
| Cornerstone Planning Group LLC | 35 | $2.25K | 0.00% | +35 | New |
| Comerica Bank | 48 | $2.95K | 0.00% | −170−78.0% | Reduced |
| True Wealth Design, LLC | 48 | $2.95K | 0.00% | +41+585.7% | Added |
| WealthCollab, LLC | 71 | $4.37K | 0.00% | −76−51.7% | Reduced |
| Harbour Investments, Inc. | 78 | $4.79K | 0.00% | 00.0% | Unchanged |
| Harbor Capital Advisors, Inc. | 89 | $5.00K | 0.00% | −2−2.2% | Reduced |
| Aquatic Capital Management LLC | 82 | $5.04K | 0.00% | +82 | New |
| Cove Street Capital, LLC | 87 | $5.35K | 0.01% | +87 | New |
| Venturi Wealth Management, LLC | 100 | $6.15K | 0.00% | +22+28.2% | Added |
| Sterling Capital Management LLC | 107 | $6.58K | 0.00% | +96+872.7% | Added |
| Amalgamated Bank | 119 | $7.00K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 120 | $7.38K | 0.00% | +103+605.9% | Added |
| Meeder Asset Management Inc | 140 | $8.61K | 0.00% | +140 | New |
| CWM, LLC | 167 | $10.0K | 0.00% | −283−62.9% | Reduced |
| Ronald Blue Trust, Inc. | 175 | $10.8K | 0.00% | +175 | New |
| Versant Capital Management, Inc | 198 | $12.2K | 0.00% | +198 | New |
| First Horizon Advisors, Inc. | 205 | $12.6K | 0.00% | +68+49.6% | Added |
| Federation des caisses Desjardins du Quebec | 225 | $13.8K | 0.00% | 00.0% | Unchanged |
| California State Teachers Retirement System | 245 | $15.1K | 0.00% | 00.0% | Unchanged |
| Legal & General Group Plc | 295 | $18.1K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 296 | $18.2K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 348 | $21.4K | 0.00% | −448−56.3% | Reduced |
| Clean Yield Group | 450 | $27.7K | 0.01% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 500 | $30.7K | 0.00% | +500 | New |
| Bessemer Group Inc | 500 | $31.0K | 0.00% | +500 | New |
| Tower Research Capital LLC (TRC) | 518 | $31.8K | 0.00% | +328+172.6% | Added |
| Deutsche Bank AG | 707 | $43.5K | 0.00% | +707 | New |
| R Squared Ltd | 790 | $48.6K | 0.05% | +790 | New |
| Copeland Capital Management, LLC | 807 | $49.6K | 0.00% | +13+1.6% | Added |
| US Bancorp | 813 | $50.0K | 0.00% | +79+10.8% | Added |
| Police & Firemen's Retirement System of New Jersey | 958 | $58.9K | 0.00% | +958 | New |
| New York State Common Retirement Fund | 1,429 | $87.8K | 0.00% | 00.0% | Unchanged |
| Corebridge Financial, Inc. | 1,631 | $100.3K | 0.00% | −149−8.4% | Reduced |
| New Age Alpha Advisors, LLC | 1,651 | $101.5K | 0.00% | +1,651 | New |
| Mirae Asset Global ETFs Holdings Ltd. | 1,868 | $114.8K | 0.00% | −6−0.3% | Reduced |
| Wells Fargo & Company | 1,927 | $118.5K | 0.00% | +384+24.9% | Added |
| MetLife Investment Management | 2,202 | $135.4K | 0.00% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 2,552 | $157.0K | 0.00% | +2,552 | New |
| UBS Group AG | 2,961 | $182.0K | 0.00% | +918+44.9% | Added |
| LPL Financial LLC | 3,379 | $207.7K | 0.00% | +3,379 | New |
| Trexquant Investment LP | 3,491 | $214.6K | 0.00% | −17−0.5% | Reduced |
| Gsa Capital Partners LLP | 3,607 | $222.0K | 0.02% | +152+4.4% | Added |
| Citigroup Inc | 3,634 | $223.4K | 0.00% | −1,527−29.6% | Reduced |
| Martingale Asset Management L P | 3,966 | $243.8K | 0.01% | −2−0.1% | Reduced |
| Penobscot Investment Management Company, Inc. | 4,000 | $245.9K | 0.02% | 00.0% | Unchanged |
| Everett Harris & Co | 4,002 | $246.0K | 0.00% | −1,230−23.5% | Reduced |
| Mercer Global Advisors Inc | 4,350 | $267.4K | 0.00% | 00.0% | Unchanged |
| Connor, Clark & Lunn Investment Management Ltd. | 4,603 | $282.9K | 0.00% | −5,734−55.5% | Reduced |
| Exchange Traded Concepts, LLC | 4,690 | $288.3K | 0.01% | +141+3.1% | Added |
| BNP Paribas Arbitrage, SA | 4,912 | $301.9K | 0.00% | +3,795+339.7% | Added |
| Bank of America Corp | 4,928 | $302.9K | 0.00% | +795+19.2% | Added |
| Alliancebernstein L.P. | 5,100 | $313.5K | 0.00% | 00.0% | Unchanged |
| Bridge City Capital, LLC | 5,273 | $324.1K | 0.09% | +9+0.2% | Added |
| Barclays PLC | 5,283 | $324.7K | 0.00% | +709+15.5% | Added |
| Arrowstreet Capital, Limited Partnership | 5,328 | $327.5K | 0.00% | −596−10.1% | Reduced |
| Royal Bank of Canada | 5,555 | $341.0K | 0.00% | −129−2.3% | Reduced |
| Seizert Capital Partners, LLC | 5,569 | $342.3K | 0.02% | −167−2.9% | Reduced |
| Rhumbline Advisers | 5,995 | $368.5K | 0.00% | −650−9.8% | Reduced |
| Engineers Gate Manager LP | 5,995 | $368.5K | 0.01% | +1,687+39.2% | Added |
| Globeflex Capital L P | 6,336 | $389.5K | 0.03% | 00.0% | Unchanged |
| Sanctuary Advisors, LLC | 6,961 | $426.2K | 0.00% | +963+16.1% | Added |
| Envestnet Asset Management Inc | 7,373 | $453.2K | 0.00% | +750+11.3% | Added |
| American Century Companies Inc | 8,135 | $500.1K | 0.00% | +643+8.6% | Added |
| Kings Path Partners LLC | 8,509 | $523.0K | 0.22% | 00.0% | Unchanged |
| Nuveen Asset Management, LLC | 8,889 | $546.4K | 0.00% | −3,780−29.8% | Reduced |
| Atria Investments LLC | 8,899 | $547.0K | 0.01% | +1,712+23.8% | Added |
| Advisor Group Holdings, Inc. | 8,909 | $547.7K | 0.00% | +8,363+1,531.7% | Added |
| D. E. Shaw & Co., Inc. | 9,708 | $596.8K | 0.00% | −405−4.0% | Reduced |
| Citadel Advisors LLC | 10,003 | $614.9K | 0.00% | −6,918−40.9% | Reduced |
| LSV Asset Management | 10,221 | $628.0K | 0.00% | −3,600−26.0% | Reduced |
| Charles Schwab Investment Management Inc | 10,431 | $641.2K | 0.00% | +813+8.5% | Added |
| Allspring Global Investments Holdings, LLC | 11,698 | $719.1K | 0.00% | +10,452+838.8% | Added |
| Marshall Wace, LLP | 11,850 | $728.4K | 0.00% | +7,019+145.3% | Added |
| Ameriprise Financial Inc | 12,052 | $740.8K | 0.00% | −20.0% | Reduced |
| Qube Research & Technologies Ltd | 14,067 | $864.7K | 0.00% | +4,343+44.7% | Added |
| Victory Capital Management Inc | 14,408 | $885.7K | 0.00% | 00.0% | Unchanged |
| Goldman Sachs Group Inc | 14,781 | $908.6K | 0.00% | +7,778+111.1% | Added |
| Price T Rowe Associates Inc | 15,213 | $936.0K | 0.00% | −7,227−32.2% | Reduced |
| Two Sigma Investments, LP | 19,190 | $1.18M | 0.00% | +783+4.3% | Added |
| Cardinal Capital Management | 19,784 | $1.22M | 0.19% | +1,336+7.2% | Added |
| Two Sigma Advisers, LP | 20,000 | $1.23M | 0.00% | −3,800−16.0% | Reduced |
| Bard Associates Inc | 20,030 | $1.24M | 0.42% | +249+1.3% | Added |
| Los Angeles Capital Management LLC | 23,678 | $1.46M | 0.01% | −6,875−22.5% | Reduced |
| Huber Capital Management LLC | 28,670 | $1.76M | 0.35% | +28,670 | New |
| Isthmus Partners, LLC | 31,464 | $1.93M | 0.24% | −598−1.9% | Reduced |
| Millennium Management LLC | 32,087 | $1.97M | 0.00% | +6,975+27.8% | Added |
| Morgan Stanley | 36,439 | $2.24M | 0.00% | +3,843+11.8% | Added |
| Northern Trust Corp | 36,832 | $2.26M | 0.00% | +1,773+5.1% | Added |
| Royce & Associates LP | 41,958 | $2.58M | 0.02% | +25,755+159.0% | Added |
| Russell Investments Group, Ltd. | 43,201 | $2.66M | 0.00% | −7,265−14.4% | Reduced |
| Bank of New York Mellon Corp | 47,335 | $2.91M | 0.00% | −105−0.2% | Reduced |
| Hotchkis & Wiley Capital Management LLC | 75,180 | $4.62M | 0.02% | −13,830−15.5% | Reduced |