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, Q2 2026
Institutional positions in Utah Medical Products Inc as of Jun 30, 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
- 115
- −3 vs. Q1 2026
- Shares held
- 2.32M
- +52.5K (+2.3%) vs. Q1 2026
- Total value
- $159.9M
- +$19.5M (+13.9%) vs. Q1 2026
- New holders
- 7
- 48 more added
- Sold out
- 10
- 34 more reduced
2 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: 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, Q2 2026
Shares, value and share of portfolio for each institution holding Utah Medical Products Inc; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BOK Financial Private Wealth, Inc. | 0 | $78 | 0.00% | 0 | Unchanged |
| Optiver Holding B.V. | 2 | $138 | 0.00% | −24−92.3% | Reduced |
| Huntington National Bank | 2 | $138 | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 2 | $138 | 0.00% | +1+100.0% | Added |
| Northwestern Mutual Wealth Management Co | 2 | $138 | 0.00% | +2 | New |
| Hughes Financial Services, LLC | 9 | $621 | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 13 | $897 | 0.00% | +1+8.3% | Added |
| Fortitude Family Office, LLC | 15 | $1.03K | 0.00% | +5+50.0% | Added |
| Bare Financial Services, Inc | 18 | $1.24K | 0.00% | −8−30.8% | Reduced |
| NBC Securities, Inc. | 19 | $1.31K | 0.00% | +19 | New |
| Cornerstone Planning Group LLC | 22 | $1.52K | 0.00% | +11+100.0% | Added |
| Allworth Financial LP | 23 | $1.59K | 0.00% | +13+130.0% | Added |
| Quarry LP | 27 | $1.86K | 0.00% | +27 | New |
| Farther Finance Advisors, LLC | 27 | $1.87K | 0.00% | +17+170.0% | Added |
| True Wealth Design, LLC | 28 | $1.93K | 0.00% | −2−6.7% | Reduced |
| EverSource Wealth Advisors, LLC | 36 | $2.48K | 0.00% | +2+5.9% | Added |
| California State Teachers Retirement System | 42 | $2.90K | 0.00% | −122−74.4% | Reduced |
| Avion Wealth | 48 | $3.00K | 0.00% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 46 | $3.17K | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 52 | $3.59K | 0.00% | −35−40.2% | Reduced |
| UMA Financial Services, Inc. | 53 | $3.66K | 0.00% | +7+15.2% | Added |
| Sterling Capital Management LLC | 57 | $3.93K | 0.00% | −43−43.0% | Reduced |
| Harbor Capital Advisors, Inc. | 58 | $4.00K | 0.00% | −120−67.4% | Reduced |
| Signaturefd, LLC | 67 | $4.62K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 158 | $11.0K | 0.01% | +6+3.9% | Added |
| WealthCollab, LLC | 186 | $12.8K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 199 | $13.8K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 225 | $15.5K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 225 | $15.5K | 0.00% | +88+64.2% | Added |
| Pinnacle Wealth Planning Services, Inc. | 238 | $16.4K | 0.00% | −4−1.7% | Reduced |
| Legal & General Group Plc | 295 | $20.3K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 296 | $20.4K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 313 | $21.6K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 325 | $24.0K | 0.00% | +66+25.5% | Added |
| Massmutual Trust Co FSB | 372 | $25.7K | 0.00% | −2−0.5% | Reduced |
| UBS Asset Management Americas Inc | 393 | $27.1K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 408 | $28.1K | 0.00% | −128−23.9% | Reduced |
| US Bancorp | 414 | $28.6K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 440 | $30.4K | 0.00% | −6−1.3% | Reduced |
| Golden State Wealth Management, LLC | 500 | $34.5K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 581 | $40.1K | 0.00% | +557+2,320.8% | Added |
| The PNC Financial Services Group, Inc. | 622 | $42.9K | 0.00% | +13+2.1% | Added |
| Fifth Third Bancorp | 695 | $47.9K | 0.00% | 00.0% | Unchanged |
| Barclays PLC | 881 | $60.8K | 0.00% | −211−19.3% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 958 | $66.1K | 0.00% | 00.0% | Unchanged |
| Copeland Capital Management, LLC | 1,025 | $70.7K | 0.00% | −34−3.2% | Reduced |
| BNP Paribas Arbitrage, SA | 1,033 | $71.3K | 0.00% | −172−14.3% | Reduced |
| Vanguard Global Advisers, LLC | 1,208 | $83.3K | 0.00% | 00.0% | Unchanged |
| Mirae Asset Global ETFs Holdings Ltd. | 1,399 | $96.5K | 0.00% | −38−2.6% | Reduced |
| New York State Common Retirement Fund | 1,429 | $98.6K | 0.00% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 1,633 | $113.0K | 0.00% | +1,633 | New |
| JPMorgan Chase & Co | 1,631 | $119.2K | 0.00% | +101+6.6% | Added |
| Citigroup Inc | 2,185 | $150.7K | 0.00% | +1,485+212.1% | Added |
| MetLife Investment Management | 2,202 | $151.9K | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 2,568 | $177.1K | 0.00% | +1,424+124.5% | Added |
| Vident Advisory, LLC | 3,038 | $209.6K | 0.00% | +3,038 | New |
| Empowered Funds, LLC | 3,264 | $225.2K | 0.00% | −14−0.4% | Reduced |
| Deutsche Bank AG | 3,278 | $226.1K | 0.00% | +2,000+156.5% | Added |
| Guggenheim Capital LLC | 3,951 | $272.5K | 0.00% | +3,951 | New |
| Penobscot Investment Management Company, Inc. | 4,000 | $275.9K | 0.02% | 00.0% | Unchanged |
| Martingale Asset Management L P | 4,012 | $276.7K | 0.01% | +101+2.6% | Added |
| Rhumbline Advisers | 4,059 | $280.0K | 0.00% | +60+1.5% | Added |
| Exchange Traded Concepts, LLC | 4,094 | $282.4K | 0.00% | +4,094 | New |
| Bank of America Corp | 4,098 | $282.7K | 0.00% | −675−14.1% | Reduced |
| Russell Investments Group, Ltd. | 4,550 | $313.9K | 0.00% | +1,402+44.5% | Added |
| Nuveen, LLC | 4,601 | $317.4K | 0.00% | 00.0% | Unchanged |
| Invesco Ltd. | 4,738 | $326.8K | 0.00% | +621+15.1% | Added |
| State of Wyoming | 4,803 | $331.3K | 0.03% | +2,000+71.4% | Added |
| Alliancebernstein L.P. | 5,500 | $340.9K | 0.00% | +200+3.8% | Added |
| Wiley Bros.-Aintree Capital, LLC | 5,125 | $354.0K | 0.00% | +122+2.4% | Added |
| Raymond James Financial Inc | 5,166 | $356.4K | 0.00% | −35−0.7% | Reduced |
| Arrowstreet Capital, Limited Partnership | 5,328 | $367.5K | 0.00% | 00.0% | Unchanged |
| Seizert Capital Partners, LLC | 5,438 | $375.1K | 0.02% | +20.0% | Added |
| Bridgeway Capital Management, LLC | 5,600 | $386.3K | 0.01% | +600+12.0% | Added |
| Bridge City Capital, LLC | 6,654 | $459.0K | 0.10% | −637−8.7% | Reduced |
| American Century Companies Inc | 7,053 | $486.5K | 0.00% | −200−2.8% | Reduced |
| Atria Investments LLC | 7,054 | $486.6K | 0.00% | +2,122+43.0% | Added |
| Ameriprise Financial Inc | 7,158 | $493.8K | 0.00% | +58+0.8% | Added |
| Sanctuary Advisors, LLC | 7,886 | $544.0K | 0.00% | +4,258+117.4% | Added |
| Advisor Group Holdings, Inc. | 7,984 | $550.8K | 0.00% | −1,023−11.4% | Reduced |
| Goldman Sachs Group Inc | 8,627 | $595.1K | 0.00% | −3,822−30.7% | Reduced |
| Mercer Global Advisors Inc | 8,633 | $595.5K | 0.00% | −245−2.8% | Reduced |
| D. E. Shaw & Co., Inc. | 8,735 | $602.5K | 0.00% | 00.0% | Unchanged |
| Envestnet Asset Management Inc | 10,548 | $727.6K | 0.00% | +468+4.6% | Added |
| Charles Schwab Investment Management Inc | 11,121 | $767.1K | 0.00% | +1,283+13.0% | Added |
| Royal Bank of Canada | 11,679 | $806.0K | 0.00% | +119+1.0% | Added |
| Ritholtz Wealth Management | 13,124 | $905.3K | 0.01% | −1,683−11.4% | Reduced |
| LPL Financial LLC | 14,528 | $1.00M | 0.00% | +3,047+26.5% | Added |
| AQR Capital Management LLC | 14,993 | $1.03M | 0.00% | +4,722+46.0% | Added |
| LSV Asset Management | 17,959 | $1.24M | 0.00% | −1,900−9.6% | Reduced |
| FMR LLC | 18,068 | $1.25M | 0.00% | +60.0% | Added |
| Bard Associates Inc | 18,455 | $1.28M | 0.28% | +94+0.5% | Added |
| Vanguard Fiduciary Trust Co | 20,014 | $1.38M | 0.00% | +958+5.0% | Added |
| Vanguard Portfolio Management LLC | 20,276 | $1.40M | 0.00% | +2,839+16.3% | Added |
| Segall Bryant & Hamill, LLC | 21,547 | $1.49M | 0.02% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 21,683 | $1.50M | 0.01% | +396+1.9% | Added |
| Price T Rowe Associates Inc | 21,938 | $1.51M | 0.00% | +3,638+19.9% | Added |
| Everett Harris & Co | 23,933 | $1.65M | 0.02% | −1,631−6.4% | Reduced |
| Cardinal Capital Management | 27,094 | $1.88M | 0.23% | +551+2.1% | Added |
| Huber Capital Management LLC | 29,009 | $2.00M | 0.29% | −6,906−19.2% | Reduced |