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, Q1 2026
Institutional positions in Utah Medical Products Inc as of Mar 31, 2026. 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
- 120
- +5 vs. Q4 2025
- Shares held
- 2.27M
- +342.7K (+17.8%) vs. Q4 2025
- Total value
- $140.5M
- +$32.8M (+30.5%) vs. Q4 2025
- New holders
- 14
- 48 more added
- Sold out
- 9
- 29 more reduced
2 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2025: 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, Q1 2026
Shares, value and share of portfolio for each institution holding Utah Medical Products Inc; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Rothschild Investment LLC | 1 | $62 | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 1 | $62 | 0.00% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 1 | $62 | 0.00% | +1 | New |
| BOK Financial Private Wealth, Inc. | 0 | $78 | 0.00% | 0 | New |
| Huntington National Bank | 2 | $124 | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 2 | $124 | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 9 | $558 | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 10 | $620 | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 10 | $620 | 0.00% | +3+42.9% | Added |
| Farther Finance Advisors, LLC | 10 | $629 | 0.00% | −14−58.3% | Reduced |
| Cornerstone Planning Group LLC | 11 | $714 | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 12 | $744 | 0.00% | −1−7.7% | Reduced |
| Brown Brothers Harriman & Co | 13 | $806 | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 24 | $1.49K | 0.00% | +9+60.0% | Added |
| Optiver Holding B.V. | 26 | $1.61K | 0.00% | −8−23.5% | Reduced |
| Bare Financial Services, Inc | 26 | $1.61K | 0.00% | +8+44.4% | Added |
| True Wealth Design, LLC | 30 | $1.86K | 0.00% | −4−11.8% | Reduced |
| Avion Wealth | 48 | $2.00K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 34 | $2.11K | 0.00% | −28−45.2% | Reduced |
| UMA Financial Services, Inc. | 46 | $2.85K | 0.00% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 46 | $2.85K | 0.00% | +46 | New |
| Signaturefd, LLC | 67 | $4.15K | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 87 | $5.39K | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 100 | $6.20K | 0.00% | −74−42.5% | Reduced |
| GAMMA Investing LLC | 137 | $8.49K | 0.00% | +66+93.0% | Added |
| Covestor Ltd | 152 | $10.0K | 0.01% | +134+744.4% | Added |
| California State Teachers Retirement System | 164 | $10.2K | 0.00% | −22−11.8% | Reduced |
| Harbor Capital Advisors, Inc. | 178 | $11.0K | 0.00% | +148+493.3% | Added |
| WealthCollab, LLC | 186 | $11.5K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 199 | $12.4K | 0.00% | +1+0.5% | Added |
| Federation des caisses Desjardins du Quebec | 225 | $13.9K | 0.00% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 242 | $15.0K | 0.00% | −96−28.4% | Reduced |
| Jones Financial Companies LLLP | 259 | $15.9K | 0.00% | −85−24.7% | Reduced |
| Rockefeller Capital Management L.P. | 273 | $16.9K | 0.00% | 00.0% | Unchanged |
| Legal & General Group Plc | 295 | $18.3K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 296 | $18.3K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 313 | $19.4K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 374 | $23.2K | 0.00% | 00.0% | Unchanged |
| UBS Asset Management Americas Inc | 393 | $24.4K | 0.00% | +297+309.4% | Added |
| US Bancorp | 414 | $25.7K | 0.00% | −22−5.0% | Reduced |
| Versant Capital Management, Inc | 446 | $27.6K | 0.00% | +6+1.4% | Added |
| Golden State Wealth Management, LLC | 500 | $31.0K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 536 | $33.2K | 0.00% | +329+158.9% | Added |
| The PNC Financial Services Group, Inc. | 609 | $37.8K | 0.00% | +99+19.4% | Added |
| Fifth Third Bancorp | 695 | $43.1K | 0.00% | +695 | New |
| Citigroup Inc | 700 | $43.4K | 0.00% | +564+414.7% | Added |
| CWM, LLC | 926 | $57.4K | 0.00% | −31−3.2% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 958 | $59.4K | 0.00% | 00.0% | Unchanged |
| Copeland Capital Management, LLC | 1,059 | $65.6K | 0.00% | +77+7.8% | Added |
| Barclays PLC | 1,092 | $67.7K | 0.00% | −4,527−80.6% | Reduced |
| Wells Fargo & Company | 1,144 | $70.9K | 0.00% | −2,981−72.3% | Reduced |
| BNP Paribas Arbitrage, SA | 1,205 | $74.7K | 0.00% | +557+86.0% | Added |
| Vanguard Global Advisers, LLC | 1,208 | $74.9K | 0.00% | +1,208 | New |
| Deutsche Bank AG | 1,278 | $79.2K | 0.00% | +957+298.1% | Added |
| New York State Common Retirement Fund | 1,429 | $88.6K | 0.00% | 00.0% | Unchanged |
| Mirae Asset Global ETFs Holdings Ltd. | 1,437 | $89.1K | 0.00% | +34+2.4% | Added |
| JPMorgan Chase & Co | 1,530 | $99.1K | 0.00% | +25+1.7% | Added |
| Advisory Services Network, LLC | 1,864 | $115.5K | 0.00% | +1,864 | New |
| MetLife Investment Management | 2,202 | $136.5K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 2,803 | $173.8K | 0.02% | −7−0.2% | Reduced |
| Russell Investments Group, Ltd. | 3,148 | $195.2K | 0.00% | +327+11.6% | Added |
| Empowered Funds, LLC | 3,278 | $203.2K | 0.00% | +3,278 | New |
| Quadrature Capital Ltd | 3,321 | $205.9K | 0.00% | +3,321 | New |
| Sanctuary Advisors, LLC | 3,628 | $224.9K | 0.00% | +3,628 | New |
| Martingale Asset Management L P | 3,911 | $242.4K | 0.01% | +200+5.4% | Added |
| Rhumbline Advisers | 3,999 | $247.9K | 0.00% | −176−4.2% | Reduced |
| Penobscot Investment Management Company, Inc. | 4,000 | $248.0K | 0.02% | 00.0% | Unchanged |
| SEI Investments Co | 4,097 | $254.0K | 0.00% | +419+11.4% | Added |
| Invesco Ltd. | 4,117 | $255.2K | 0.00% | −1,903−31.6% | Reduced |
| Nuveen, LLC | 4,601 | $285.2K | 0.00% | −1,068−18.8% | Reduced |
| Bank of America Corp | 4,773 | $295.9K | 0.00% | +2,056+75.7% | Added |
| Alliancebernstein L.P. | 5,300 | $296.6K | 0.00% | 00.0% | Unchanged |
| Colony Group, LLC | 4,898 | $303.6K | 0.00% | +4,898 | New |
| Atria Investments LLC | 4,932 | $305.7K | 0.00% | +7+0.1% | Added |
| Bridgeway Capital Management, LLC | 5,000 | $309.9K | 0.01% | 00.0% | Unchanged |
| Wiley Bros.-Aintree Capital, LLC | 5,003 | $310.1K | 0.00% | +1,207+31.8% | Added |
| Raymond James Financial Inc | 5,201 | $322.4K | 0.00% | +5,201 | New |
| Arrowstreet Capital, Limited Partnership | 5,328 | $330.3K | 0.00% | 00.0% | Unchanged |
| Seizert Capital Partners, LLC | 5,436 | $337.0K | 0.02% | 00.0% | Unchanged |
| Qube Research & Technologies Ltd | 5,871 | $363.9K | 0.00% | −9,403−61.6% | Reduced |
| Millennium Management LLC | 6,773 | $419.9K | 0.00% | −9,575−58.6% | Reduced |
| Ameriprise Financial Inc | 7,100 | $440.1K | 0.00% | −6,300−47.0% | Reduced |
| American Century Companies Inc | 7,253 | $449.6K | 0.00% | −47−0.6% | Reduced |
| Bridge City Capital, LLC | 7,291 | $452.0K | 0.13% | +407+5.9% | Added |
| D. E. Shaw & Co., Inc. | 8,735 | $541.5K | 0.00% | −100−1.1% | Reduced |
| Mercer Global Advisors Inc | 8,878 | $550.4K | 0.00% | +1,073+13.7% | Added |
| Advisor Group Holdings, Inc. | 9,007 | $558.4K | 0.00% | +10.0% | Added |
| Charles Schwab Investment Management Inc | 9,838 | $609.9K | 0.00% | −595−5.7% | Reduced |
| Envestnet Asset Management Inc | 10,080 | $624.9K | 0.00% | +3,469+52.5% | Added |
| AQR Capital Management LLC | 10,271 | $636.7K | 0.00% | −378−3.5% | Reduced |
| LPL Financial LLC | 11,481 | $711.7K | 0.00% | +4,109+55.7% | Added |
| Royal Bank of Canada | 11,560 | $717.0K | 0.00% | +4,460+62.8% | Added |
| Goldman Sachs Group Inc | 12,449 | $771.7K | 0.00% | +1,416+12.8% | Added |
| Ritholtz Wealth Management | 14,807 | $917.9K | 0.02% | +9,293+168.5% | Added |
| Vanguard Portfolio Management LLC | 17,437 | $1.08M | 0.00% | +17,437 | New |
| FMR LLC | 18,062 | $1.12M | 0.00% | +4,822+36.4% | Added |
| Price T Rowe Associates Inc | 18,300 | $1.14M | 0.00% | +3,620+24.7% | Added |
| Bard Associates Inc | 18,361 | $1.14M | 0.29% | +161+0.9% | Added |
| Vanguard Fiduciary Trust Co | 19,056 | $1.18M | 0.00% | +19,056 | New |
| LSV Asset Management | 19,859 | $1.23M | 0.00% | +6,385+47.4% | Added |