Vault-13

UTAH MED PRODS INC UTMD

COM · Common Stock · CUSIP 917488108

116 institutional holders -4 vs Q1 2026
2,317,0542.3m shares reported held*
72.8% of all shares outstanding*
$159.8mreported value*
8 new 48 added 34 reduced 10 sold out net bought ≈ $3.6m (+52.5k shares)

* 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

050100150Q3 22: 78Q4 22: 82Q1 23: 88Q2 23: 91Q3 23: 93Q4 23: 90Q1 24: 101Q2 24: 102Q3 24: 111Q4 24: 113Q1 25: 111Q2 25: 113Q3 25: 117Q4 25: 117Q1 26: 120Q2 26: 116116Q3 22Q3 23Q3 24Q3 25Q2 26
Numbers
QuarterHolders
Q3 202278
Q4 202282
Q1 202388
Q2 202391
Q3 202393
Q4 202390
Q1 2024101
Q2 2024102
Q3 2024111
Q4 2024113
Q1 2025111
Q2 2025113
Q3 2025117
Q4 2025117
Q1 2026120
Q2 2026116

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
1000100Q3 24: 60 bought or addedQ3 24: 35 cut or sold outQ4 24: 56 bought or addedQ4 24: 53 cut or sold outQ4 24Q1 25: 49 bought or addedQ1 25: 51 cut or sold outQ2 25: 52 bought or addedQ2 25: 53 cut or sold outQ2 25Q3 25: 53 bought or addedQ3 25: 41 cut or sold outQ4 25: 42 bought or addedQ4 25: 59 cut or sold outQ4 25Q1 26: 58 bought or addedQ1 26: 38 cut or sold outQ2 26: 56 bought or addedQ2 26: 44 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 20246035
Q4 20245653
Q1 20254951
Q2 20255253
Q3 20255341
Q4 20254259
Q1 20265838
Q2 20265644

Biggest buyers

BRANDES INVESTMENT PARTNERS, LP Added +25,879+25.9k
MORGAN STANLEY Added +20,870+20.9k
BlackRock, Inc. Added +16,041+16.0k
Quantinno Capital Management LP Added +13,233+13.2k
AQR CAPITAL MANAGEMENT LLC Added +4,722+4.7k
Sanctuary Advisors, LLC Added +4,258+4.3k
EXCHANGE TRADED CONCEPTS, LLC New +4,094+4.1k
GUGGENHEIM CAPITAL LLC New +3,951+4.0k
PRICE T ROWE ASSOCIATES INC /MD/ Added +3,638+3.6k
RICE HALL JAMES & ASSOCIATES, LLC Added +3,481+3.5k

Biggest sellers

GEODE CAPITAL MANAGEMENT, LLC Reduced -12,049-12.0k
RENAISSANCE TECHNOLOGIES LLC Reduced -8,300-8.3k
Huber Capital Management LLC Reduced -6,906-6.9k
MILLENNIUM MANAGEMENT LLC Sold out -6,773-6.8k
Qube Research & Technologies Ltd Sold out -5,871-5.9k
Focus Partners Wealth Sold out -4,898-4.9k
SEI INVESTMENTS CO Sold out -4,097-4.1k
VANGUARD CAPITAL MANAGEMENT LLC Reduced -4,025-4.0k
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC Reduced -3,900-3.9k
GOLDMAN SACHS GROUP INC Reduced -3,822-3.8k

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.

HolderStakeChangeShares Last filed
BRANDES INVESTMENT PARTNERS, LP 13G · institution +0.8 pts · filed 2026-08-14 14.9% +0.8 pts 475.2k≈ $32.8m 2026-08-14
DIMENSIONAL FUND ADVISORS LP 13G · institution filed 2025-07-15 6.1% 197.5k≈ $13.6m 2025-07-15
RENAISSANCE TECHNOLOGIES LLC 13G · institution -1.2 pts · filed 2026-08-13 5.5% -1.2 pts 175.8k≈ $12.1m 2026-08-13
BlackRock, Inc. 13G · institution +0.3 pts · filed 2025-07-17 5.3% +0.3 pts 172.7k≈ $11.9m 2025-07-17

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

#ManagerLocationShares Value% of their portfolioChangeShares change
1 BRANDES INVESTMENT PARTNERS, LP 0.23% of their portfolio LA JOLLA, CA 475,158475.2k $32.8m $32.8m 0.23% Added +25.9k +25,879
2 BlackRock, Inc. 0.00% of their portfolio New York, NY 203,690203.7k $14.1m $14.1m 0.00% Added +16.0k +16,041
3 DIMENSIONAL FUND ADVISORS LP 0.00% of their portfolio AUSTIN, TX 198,817198.8k $13.7m $13.7m 0.00% Added +909 +909
4 RENAISSANCE TECHNOLOGIES LLC 0.02% of their portfolio NEW YORK, NY 175,814175.8k $12.1m $12.1m 0.02% Reduced -8.3k -8,300
5 VANGUARD CAPITAL MANAGEMENT LLC 0.00% of their portfolio MALVERN, PA 134,535134.5k $9.3m $9.3m 0.00% Reduced -4.0k -4,025
6 GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio BOSTON, MA 108,048108.0k $7.5m $7.5m 0.00% Reduced -12.0k -12,049
7 Minerva Advisors LLC 4.08% of their portfolio BALA CYNWYD, PA 93,61593.6k $6.5m $6.5m 4.08% Unchanged
8 HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC 0.02% of their portfolio Los Angeles, CA 85,23185.2k $5.9m $5.9m 0.02% Reduced -3.9k -3,900
9 RICE HALL JAMES & ASSOCIATES, LLC 0.24% of their portfolio San Diego, CA 71,36371.4k $4.9m $4.9m 0.24% Added +3.5k +3,481
10 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 69,67169.7k $4.8m $4.8m 0.00% Added +20.9k +20,870
11 STATE STREET CORP 0.00% of their portfolio BOSTON, MA 63,93763.9k $4.4m $4.4m 0.00% Reduced -465 -465
12 Quantinno Capital Management LP 0.00% of their portfolio NEW YORK, NY 43,07443.1k $3.0m $3.0m 0.00% Added +13.2k +13,233
13 UBS Group AG 0.00% of their portfolio ZURICH, V8 34,36934.4k $2.4m $2.4m 0.00% Reduced -2.5k -2,547
14 Bank of New York Mellon Corp 0.00% of their portfolio NEW YORK, NY 34,26334.3k $2.4m $2.4m 0.00% Added +2.2k +2,181
15 NORTHERN TRUST CORP 0.00% of their portfolio CHICAGO, IL 30,10430.1k $2.1m $2.1m 0.00% Reduced -188 -188
16 Huber Capital Management LLC 0.29% of their portfolio EL SEGUNDO, CA 29,00929.0k $2.0m $2.0m 0.29% Reduced -6.9k -6,906
17 Cardinal Capital Management 0.23% of their portfolio RALEIGH, NC 27,09427.1k $1.9m $1.9m 0.23% Added +551 +551
18 EVERETT HARRIS & CO /CA/ 0.02% of their portfolio LOS ANGELES, CA 23,93323.9k $1.7m $1.7m 0.02% Reduced -1.6k -1,631
19 PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio BALTIMORE, MD 21,93821.9k $1.5m $1.5m 0.00% Added +3.6k +3,638
20 O'SHAUGHNESSY ASSET MANAGEMENT, LLC 0.01% of their portfolio Stamford, CT 21,68321.7k $1.5m $1.5m 0.01% Added +396 +396
21 SEGALL BRYANT & HAMILL, LLC 0.02% of their portfolio CHICAGO, IL 21,54721.5k $1.5m $1.5m 0.02% Unchanged
22 VANGUARD PORTFOLIO MANAGEMENT LLC 0.00% of their portfolio MALVERN, PA 20,27620.3k $1.4m $1.4m 0.00% Added +2.8k +2,839
23 VANGUARD FIDUCIARY TRUST CO 0.00% of their portfolio MALVERN, PA 20,01420.0k $1.4m $1.4m 0.00% Added +958 +958
24 BARD ASSOCIATES INC 0.28% of their portfolio CHICAGO, IL 18,45518.5k $1.3m $1.3m 0.28% Added +94 +94
25 FMR LLC 0.00% of their portfolio BOSTON, MA 18,06818.1k $1.2m $1.2m 0.00% Added +6 +6
26 LSV ASSET MANAGEMENT 0.00% of their portfolio CHICAGO, IL 17,95918.0k $1.2m $1.2m 0.00% Reduced -1.9k -1,900
27 AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio Greenwich, CT 14,99315.0k $1.0m $1.0m 0.00% Added +4.7k +4,722
28 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 14,52814.5k $1.0m $1.0m 0.00% Added +3.0k +3,047
29 RITHOLTZ WEALTH MANAGEMENT 0.01% of their portfolio NEW YORK, NY 13,12413.1k $905.3k $905.3k 0.01% Reduced -1.7k -1,683
30 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 11,67911.7k $806.0k $806.0k 0.00% Added +119 +119
31 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio SAN FRANCISCO, CA 11,12111.1k $767.1k $767.1k 0.00% Added +1.3k +1,283
32 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 10,54810.5k $727.6k $727.6k 0.00% Added +468 +468
33 D. E. Shaw & Co., Inc. 0.00% of their portfolio New York, NY 8,7358.7k $602.5k $602.5k 0.00% Unchanged
34 MERCER GLOBAL ADVISORS INC /ADV 0.00% of their portfolio DENVER, CO 8,6338.6k $595.5k $595.5k 0.00% Reduced -245 -245
35 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 8,6278.6k $595.1k $595.1k 0.00% Reduced -3.8k -3,822
36 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 7,9848.0k $550.8k $550.8k 0.00% Reduced -1.0k -1,023
37 Sanctuary Advisors, LLC 0.00% of their portfolio INDIANAPOLIS, IN 7,8867.9k $544.0k $544.0k 0.00% Added +4.3k +4,258
38 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 7,1587.2k $493.8k $493.8k 0.00% Added +58 +58
39 Atria Investments, Inc 0.00% of their portfolio Charlotte, NC 7,0547.1k $486.6k $486.6k 0.00% Added +2.1k +2,122
40 AMERICAN CENTURY COMPANIES INC 0.00% of their portfolio KANSAS CITY, MO 7,0537.1k $486.5k $486.5k 0.00% Reduced -200 -200
41 Bridge City Capital, LLC 0.10% of their portfolio LAKE OSWEGO, OR 6,6546.7k $459.0k $459.0k 0.10% Reduced -637 -637
42 BRIDGEWAY CAPITAL MANAGEMENT, LLC 0.01% of their portfolio HOUSTON, TX 5,6005.6k $386.3k $386.3k 0.01% Added +600 +600
43 ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio NASHVILLE, TN 5,5005.5k $340.9k $340.9k 0.00% Added +200 +200
44 SEIZERT CAPITAL PARTNERS, LLC 0.02% of their portfolio BIRMINGHAM, MI 5,4385.4k $375.1k $375.1k 0.02% Added +2 +2
45 ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.00% of their portfolio BOSTON, MA 5,3285.3k $367.5k $367.5k 0.00% Unchanged
46 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 5,1665.2k $356.4k $356.4k 0.00% Reduced -35 -35
47 &PARTNERS 0.00% of their portfolio NASHVILLE, TN 5,1255.1k $354.0k $354.0k 0.00% Added +122 +122
48 State of Wyoming 0.03% of their portfolio CHEYENNE, WY 4,8034.8k $331.3k $331.3k 0.03% Added +2.0k +2,000
49 Invesco Ltd. 0.00% of their portfolio ATLANTA, GA 4,7384.7k $326.8k $326.8k 0.00% Added +621 +621
50 Nuveen, LLC 0.00% of their portfolio CHARLOTTE, NC 4,6014.6k $317.4k $317.4k 0.00% Unchanged
51 Russell Investments Group, Ltd. 0.00% of their portfolio Seattle, WA 4,5504.5k $313.9k $313.9k 0.00% Added +1.4k +1,402
52 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 4,0984.1k $282.7k $282.7k 0.00% Reduced -675 -675
53 EXCHANGE TRADED CONCEPTS, LLC 0.00% of their portfolio Oklahoma City, OK 4,0944.1k $282.4k $282.4k 0.00% New
54 RHUMBLINE ADVISERS 0.00% of their portfolio BOSTON, MA 4,0594.1k $280.0k $280.0k 0.00% Added +60 +60
55 MARTINGALE ASSET MANAGEMENT L P 0.01% of their portfolio BOSTON, MA 4,0124.0k $276.7k $276.7k 0.01% Added +101 +101
56 Penobscot Investment Management Company, Inc. 0.02% of their portfolio BOSTON, MA 4,0004.0k $275.9k $275.9k 0.02% Unchanged
57 GUGGENHEIM CAPITAL LLC 0.00% of their portfolio CHICAGO, IL 3,9514.0k $272.5k $272.5k 0.00% New
58 DEUTSCHE BANK AG\ 0.00% of their portfolio FRANKFURT AM MAIN, 2M 3,2783.3k $226.1k $226.1k 0.00% Added +2.0k +2,000
59 Empowered Funds, LLC 0.00% of their portfolio NEWTOWN SQUARE, PA 3,2643.3k $225.2k $225.2k 0.00% Reduced -14 -14
60 Vident Advisory, LLC 0.00% of their portfolio Alpharetta, GA 3,0383.0k $209.6k $209.6k 0.00% New
61 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 2,5682.6k $177.1k $177.1k 0.00% Added +1.4k +1,424
62 MetLife Investment Management, LLC 0.00% of their portfolio Whippany, NJ 2,2022.2k $151.9k $151.9k 0.00% Unchanged
63 CITIGROUP INC 0.00% of their portfolio NEW YORK, NY 2,1852.2k $150.7k $150.7k 0.00% Added +1.5k +1,485
64 SG Americas Securities, LLC 0.00% of their portfolio NEW YORK, NY 1,6331.6k $113.0k $113.0k 0.00% New
65 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 1,6311.6k $119.2k $119.2k 0.00% Added +101 +101
66 NEW YORK STATE COMMON RETIREMENT FUND 0.00% of their portfolio ALBANY, NY 1,4291.4k $98.6k $98.6k 0.00% Unchanged
67 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% of their portfolio CAUSEWAY BAY, K3 1,3991.4k $96.5k $96.5k 0.00% Reduced -38 -38
68 Vanguard Global Advisers, LLC 0.00% of their portfolio MALVERN, PA 1,2081.2k $83.3k $83.3k 0.00% Unchanged
69 BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio PARIS, I0 1,0331.0k $71.3k $71.3k 0.00% Reduced -172 -172
70 Copeland Capital Management, LLC 0.00% of their portfolio Conshohocken, PA 1,0251.0k $70.7k $70.7k 0.00% Reduced -34 -34
71 Police & Firemen's Retirement System of New Jersey 0.00% of their portfolio TRENTON, NJ 958958 $66.1k $66.1k 0.00% Unchanged
72 BARCLAYS PLC 0.00% of their portfolio LONDON, X0 881881 $60.8k $60.8k 0.00% Reduced -211 -211
73 FIFTH THIRD BANCORP 0.00% of their portfolio CINCINNATI, OH 695695 $47.9k $47.9k 0.00% Unchanged
74 PNC Financial Services Group, Inc. 0.00% of their portfolio Pittsburgh, PA 622622 $42.9k $42.9k 0.00% Added +13 +13
75 Arax Advisory Partners 0.00% of their portfolio NEW YORK, NY 581581 $40.1k $40.1k 0.00% Added +557 +557
76 Golden State Wealth Management, LLC 0.00% of their portfolio SANTA ANA, CA 500500 $34.5k $34.5k 0.00% Unchanged
77 Versant Capital Management, Inc 0.00% of their portfolio PHOENIX, AZ 440440 $30.4k $30.4k 0.00% Reduced -6 -6
78 US BANCORP \DE\ 0.00% of their portfolio MINNEAPOLIS, MN 414414 $28.6k $28.6k 0.00% Unchanged
79 Tower Research Capital LLC (TRC) 0.00% of their portfolio NEW YORK, NY 408408 $28.1k $28.1k 0.00% Reduced -128 -128
80 UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio NEW YORK, NY 393393 $27.1k $27.1k 0.00% Unchanged
81 MassMutual Private Wealth & Trust, FSB 0.00% of their portfolio Windsor, CT 372372 $25.7k $25.7k 0.00% Reduced -2 -2
82 JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio DES PERES, MO 325325 $24.0k $24.0k 0.00% Added +66 +66
83 North Star Investment Management Corp. 0.00% of their portfolio CHICAGO, IL 313313 $21.6k $21.6k 0.00% Unchanged
84 Ameritas Investment Partners, Inc. 0.00% of their portfolio LINCOLN, NE 296296 $20.4k $20.4k 0.00% Unchanged
85 Legal & General Group Plc 0.00% of their portfolio London, X0 295295 $20.3k $20.3k 0.00% Unchanged
86 Pinnacle Wealth Planning Services, Inc. 0.00% of their portfolio MANSFIELD, OH 238238 $16.4k $16.4k 0.00% Reduced -4 -4
87 GAMMA Investing LLC 0.00% of their portfolio FOSTER CITY, CA 225225 $15.5k $15.5k 0.00% Added +88 +88
88 Federation des caisses Desjardins du Quebec 0.00% of their portfolio LEVIS, A8 225225 $15.5k $15.5k 0.00% Unchanged
89 NISA INVESTMENT ADVISORS, LLC 0.00% of their portfolio ST. LOUIS, MO 199199 $13.8k $13.8k 0.00% Unchanged
90 WealthCollab, LLC 0.00% of their portfolio BELLEVUE, WA 186186 $12.8k $12.8k 0.00% Unchanged
91 Covestor Ltd 0.01% of their portfolio LONDON, X0 158158 $11.0k $11.0k 0.01% Added +6 +6
92 SIGNATUREFD, LLC 0.00% of their portfolio ATLANTA, GA 6767 $4.6k $4.6k 0.00% Unchanged
93 HARBOR CAPITAL ADVISORS, INC. 0.00% of their portfolio CHICAGO, IL 5858 $4.0k $4.0k 0.00% Reduced -120 -120
94 Sterling Capital Management LLC 0.00% of their portfolio CHARLOTTE, NC 5757 $3.9k $3.9k 0.00% Reduced -43 -43
95 Physician Wealth Advisors, Inc. 0.00% of their portfolio MIDVALE, UT 5353 $3.7k $3.7k 0.00% Added +7 +7
96 Essential Partners LLC 0.00% of their portfolio RANCHO SANTA FE, CA 5252 $3.6k $3.6k 0.00% Reduced -35 -35
97 Avion Wealth 0.00% of their portfolio THE WOODLANDS, TX 4848 $3.0k $3.0k 0.00% Unchanged
98 JPL Wealth Management, LLC 0.00% of their portfolio GREENWOOD VILLAGE, CO 4646 $3.2k $3.2k 0.00% Unchanged
99 CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio WEST SACRAMENTO, CA 4242 $2.9k $2.9k 0.00% Reduced -122 -122
100 EverSource Wealth Advisors, LLC 0.00% of their portfolio BIRMINGHAM, AL 3636 $2.5k $2.5k 0.00% Added +2 +2