UTAH MED PRODS INC UTMD
COM · Common Stock · CUSIP 917488108
- SectorHealth care
- IndustrySurgical & Medical Instruments & Apparatus
- HeadquartersMidvale, UT
- FilingsSEC EDGAR
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($50.8k this quarter). Holder counts are more reliable. Shares outstanding: 3.2m as of 2026-08-11, from the company's own SEC filing; the percentage can still exceed 100%: lent-out shares are counted by the lender and the buyer, and some reports overlap without saying so. Implied quarter-end price ≈ $68.99.
Trends to Q2 2026
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 78 |
| Q4 2022 | 82 |
| Q1 2023 | 88 |
| Q2 2023 | 91 |
| Q3 2023 | 93 |
| Q4 2023 | 90 |
| Q1 2024 | 101 |
| Q2 2024 | 102 |
| Q3 2024 | 111 |
| Q4 2024 | 113 |
| Q1 2025 | 111 |
| Q2 2025 | 113 |
| Q3 2025 | 117 |
| Q4 2025 | 117 |
| Q1 2026 | 120 |
| Q2 2026 | 116 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q3 2024 | 60 | 35 |
| Q4 2024 | 56 | 53 |
| Q1 2025 | 49 | 51 |
| Q2 2025 | 52 | 53 |
| Q3 2025 | 53 | 41 |
| Q4 2025 | 42 | 59 |
| Q1 2026 | 58 | 38 |
| Q2 2026 | 56 | 44 |
Biggest buyers
| BRANDES INVESTMENT PARTNERS, LP | Added | +25.9k |
| MORGAN STANLEY | Added | +20.9k |
| BlackRock, Inc. | Added | +16.0k |
| Quantinno Capital Management LP | Added | +13.2k |
| AQR CAPITAL MANAGEMENT LLC | Added | +4.7k |
| Sanctuary Advisors, LLC | Added | +4.3k |
| EXCHANGE TRADED CONCEPTS, LLC | New | +4.1k |
| GUGGENHEIM CAPITAL LLC | New | +4.0k |
| PRICE T ROWE ASSOCIATES INC /MD/ | Added | +3.6k |
| RICE HALL JAMES & ASSOCIATES, LLC | Added | +3.5k |
Biggest sellers
| GEODE CAPITAL MANAGEMENT, LLC | Reduced | -12.0k |
| RENAISSANCE TECHNOLOGIES LLC | Reduced | -8.3k |
| Huber Capital Management LLC | Reduced | -6.9k |
| MILLENNIUM MANAGEMENT LLC | Sold out | -6.8k |
| Qube Research & Technologies Ltd | Sold out | -5.9k |
| Focus Partners Wealth | Sold out | -4.9k |
| SEI INVESTMENTS CO | Sold out | -4.1k |
| VANGUARD CAPITAL MANAGEMENT LLC | Reduced | -4.0k |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | Reduced | -3.9k |
| GOLDMAN SACHS GROUP INC | Reduced | -3.8k |
Major shareholders (over 5%)
Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.
| Holder | Stake |
|---|---|
| BRANDES INVESTMENT PARTNERS, LP 13G · institution +0.8 pts · filed 2026-08-14 | 14.9% |
| DIMENSIONAL FUND ADVISORS LP 13G · institution filed 2025-07-15 | 6.1% |
| RENAISSANCE TECHNOLOGIES LLC 13G · institution -1.2 pts · filed 2026-08-13 | 5.5% |
| BlackRock, Inc. 13G · institution +0.3 pts · filed 2025-07-17 | 5.3% |
Fell to 5% or below in the last year: VANGUARD GROUP INC (0.0%, 2026-03-27)
Insider purchases and sales since 1 Apr 2026
Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.
None reported since 1 Apr 2026.
Holders, Q2 2026
| Manager | Shares | Change |
|---|---|---|
| BRANDES INVESTMENT PARTNERS, LP 0.23% of their portfolio | 475.2k $32.8m | Added +25.9k |
| BlackRock, Inc. 0.00% of their portfolio | 203.7k $14.1m | Added +16.0k |
| DIMENSIONAL FUND ADVISORS LP 0.00% of their portfolio | 198.8k $13.7m | Added +909 |
| RENAISSANCE TECHNOLOGIES LLC 0.02% of their portfolio | 175.8k $12.1m | Reduced -8.3k |
| VANGUARD CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 134.5k $9.3m | Reduced -4.0k |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 108.0k $7.5m | Reduced -12.0k |
| Minerva Advisors LLC 4.08% of their portfolio | 93.6k $6.5m | Unchanged |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC 0.02% of their portfolio | 85.2k $5.9m | Reduced -3.9k |
| RICE HALL JAMES & ASSOCIATES, LLC 0.24% of their portfolio | 71.4k $4.9m | Added +3.5k |
| MORGAN STANLEY 0.00% of their portfolio | 69.7k $4.8m | Added +20.9k |
| STATE STREET CORP 0.00% of their portfolio | 63.9k $4.4m | Reduced -465 |
| Quantinno Capital Management LP 0.00% of their portfolio | 43.1k $3.0m | Added +13.2k |
| UBS Group AG 0.00% of their portfolio | 34.4k $2.4m | Reduced -2.5k |
| Bank of New York Mellon Corp 0.00% of their portfolio | 34.3k $2.4m | Added +2.2k |
| NORTHERN TRUST CORP 0.00% of their portfolio | 30.1k $2.1m | Reduced -188 |
| Huber Capital Management LLC 0.29% of their portfolio | 29.0k $2.0m | Reduced -6.9k |
| Cardinal Capital Management 0.23% of their portfolio | 27.1k $1.9m | Added +551 |
| EVERETT HARRIS & CO /CA/ 0.02% of their portfolio | 23.9k $1.7m | Reduced -1.6k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 21.9k $1.5m | Added +3.6k |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC 0.01% of their portfolio | 21.7k $1.5m | Added +396 |
| SEGALL BRYANT & HAMILL, LLC 0.02% of their portfolio | 21.5k $1.5m | Unchanged |
| VANGUARD PORTFOLIO MANAGEMENT LLC 0.00% of their portfolio | 20.3k $1.4m | Added +2.8k |
| VANGUARD FIDUCIARY TRUST CO 0.00% of their portfolio | 20.0k $1.4m | Added +958 |
| BARD ASSOCIATES INC 0.28% of their portfolio | 18.5k $1.3m | Added +94 |
| FMR LLC 0.00% of their portfolio | 18.1k $1.2m | Added +6 |
| LSV ASSET MANAGEMENT 0.00% of their portfolio | 18.0k $1.2m | Reduced -1.9k |
| AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 15.0k $1.0m | Added +4.7k |
| LPL Financial LLC 0.00% of their portfolio | 14.5k $1.0m | Added +3.0k |
| RITHOLTZ WEALTH MANAGEMENT 0.01% of their portfolio | 13.1k $905.3k | Reduced -1.7k |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 11.7k $806.0k | Added +119 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio | 11.1k $767.1k | Added +1.3k |
| ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio | 10.5k $727.6k | Added +468 |
| D. E. Shaw & Co., Inc. 0.00% of their portfolio | 8.7k $602.5k | Unchanged |
| MERCER GLOBAL ADVISORS INC /ADV 0.00% of their portfolio | 8.6k $595.5k | Reduced -245 |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 8.6k $595.1k | Reduced -3.8k |
| OSAIC HOLDINGS, INC. 0.00% of their portfolio | 8.0k $550.8k | Reduced -1.0k |
| Sanctuary Advisors, LLC 0.00% of their portfolio | 7.9k $544.0k | Added +4.3k |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 7.2k $493.8k | Added +58 |
| Atria Investments, Inc 0.00% of their portfolio | 7.1k $486.6k | Added +2.1k |
| AMERICAN CENTURY COMPANIES INC 0.00% of their portfolio | 7.1k $486.5k | Reduced -200 |
| Bridge City Capital, LLC 0.10% of their portfolio | 6.7k $459.0k | Reduced -637 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC 0.01% of their portfolio | 5.6k $386.3k | Added +600 |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 5.5k $340.9k | Added +200 |
| SEIZERT CAPITAL PARTNERS, LLC 0.02% of their portfolio | 5.4k $375.1k | Added +2 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.00% of their portfolio | 5.3k $367.5k | Unchanged |
| RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio | 5.2k $356.4k | Reduced -35 |
| &PARTNERS 0.00% of their portfolio | 5.1k $354.0k | Added +122 |
| State of Wyoming 0.03% of their portfolio | 4.8k $331.3k | Added +2.0k |
| Invesco Ltd. 0.00% of their portfolio | 4.7k $326.8k | Added +621 |
| Nuveen, LLC 0.00% of their portfolio | 4.6k $317.4k | Unchanged |
| Russell Investments Group, Ltd. 0.00% of their portfolio | 4.5k $313.9k | Added +1.4k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 4.1k $282.7k | Reduced -675 |
| EXCHANGE TRADED CONCEPTS, LLC 0.00% of their portfolio | 4.1k $282.4k | New |
| RHUMBLINE ADVISERS 0.00% of their portfolio | 4.1k $280.0k | Added +60 |
| MARTINGALE ASSET MANAGEMENT L P 0.01% of their portfolio | 4.0k $276.7k | Added +101 |
| Penobscot Investment Management Company, Inc. 0.02% of their portfolio | 4.0k $275.9k | Unchanged |
| GUGGENHEIM CAPITAL LLC 0.00% of their portfolio | 4.0k $272.5k | New |
| DEUTSCHE BANK AG\ 0.00% of their portfolio | 3.3k $226.1k | Added +2.0k |
| Empowered Funds, LLC 0.00% of their portfolio | 3.3k $225.2k | Reduced -14 |
| Vident Advisory, LLC 0.00% of their portfolio | 3.0k $209.6k | New |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 2.6k $177.1k | Added +1.4k |
| MetLife Investment Management, LLC 0.00% of their portfolio | 2.2k $151.9k | Unchanged |
| CITIGROUP INC 0.00% of their portfolio | 2.2k $150.7k | Added +1.5k |
| SG Americas Securities, LLC 0.00% of their portfolio | 1.6k $113.0k | New |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 1.6k $119.2k | Added +101 |
| NEW YORK STATE COMMON RETIREMENT FUND 0.00% of their portfolio | 1.4k $98.6k | Unchanged |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% of their portfolio | 1.4k $96.5k | Reduced -38 |
| Vanguard Global Advisers, LLC 0.00% of their portfolio | 1.2k $83.3k | Unchanged |
| BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio | 1.0k $71.3k | Reduced -172 |
| Copeland Capital Management, LLC 0.00% of their portfolio | 1.0k $70.7k | Reduced -34 |
| Police & Firemen's Retirement System of New Jersey 0.00% of their portfolio | 958 $66.1k | Unchanged |
| BARCLAYS PLC 0.00% of their portfolio | 881 $60.8k | Reduced -211 |
| FIFTH THIRD BANCORP 0.00% of their portfolio | 695 $47.9k | Unchanged |
| PNC Financial Services Group, Inc. 0.00% of their portfolio | 622 $42.9k | Added +13 |
| Arax Advisory Partners 0.00% of their portfolio | 581 $40.1k | Added +557 |
| Golden State Wealth Management, LLC 0.00% of their portfolio | 500 $34.5k | Unchanged |
| Versant Capital Management, Inc 0.00% of their portfolio | 440 $30.4k | Reduced -6 |
| US BANCORP \DE\ 0.00% of their portfolio | 414 $28.6k | Unchanged |
| Tower Research Capital LLC (TRC) 0.00% of their portfolio | 408 $28.1k | Reduced -128 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio | 393 $27.1k | Unchanged |
| MassMutual Private Wealth & Trust, FSB 0.00% of their portfolio | 372 $25.7k | Reduced -2 |
| JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio | 325 $24.0k | Added +66 |
| North Star Investment Management Corp. 0.00% of their portfolio | 313 $21.6k | Unchanged |
| Ameritas Investment Partners, Inc. 0.00% of their portfolio | 296 $20.4k | Unchanged |
| Legal & General Group Plc 0.00% of their portfolio | 295 $20.3k | Unchanged |
| Pinnacle Wealth Planning Services, Inc. 0.00% of their portfolio | 238 $16.4k | Reduced -4 |
| GAMMA Investing LLC 0.00% of their portfolio | 225 $15.5k | Added +88 |
| Federation des caisses Desjardins du Quebec 0.00% of their portfolio | 225 $15.5k | Unchanged |
| NISA INVESTMENT ADVISORS, LLC 0.00% of their portfolio | 199 $13.8k | Unchanged |
| WealthCollab, LLC 0.00% of their portfolio | 186 $12.8k | Unchanged |
| Covestor Ltd 0.01% of their portfolio | 158 $11.0k | Added +6 |
| SIGNATUREFD, LLC 0.00% of their portfolio | 67 $4.6k | Unchanged |
| HARBOR CAPITAL ADVISORS, INC. 0.00% of their portfolio | 58 $4.0k | Reduced -120 |
| Sterling Capital Management LLC 0.00% of their portfolio | 57 $3.9k | Reduced -43 |
| Physician Wealth Advisors, Inc. 0.00% of their portfolio | 53 $3.7k | Added +7 |
| Essential Partners LLC 0.00% of their portfolio | 52 $3.6k | Reduced -35 |
| Avion Wealth 0.00% of their portfolio | 48 $3.0k | Unchanged |
| JPL Wealth Management, LLC 0.00% of their portfolio | 46 $3.2k | Unchanged |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio | 42 $2.9k | Reduced -122 |
| EverSource Wealth Advisors, LLC 0.00% of their portfolio | 36 $2.5k | Added +2 |