Vault-13

UTAH MED PRODS INC UTMD

COM · Common Stock · CUSIP 917488108

111 institutional holders -2 vs Q4 2024
2,239,5392.2m shares reported held*
68.2% of all shares outstanding*
$125.5mreported value*
14 new 35 added 36 reduced 15 sold out net sold ≈ $3.4m (-60.4k 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 ($19.6k this quarter). Holder counts are more reliable. Shares outstanding: 3.3m as of 2025-03-25, 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 ≈ $56.06. Options: 1 managers hold calls ($0 notional), 1 hold puts ($0).

Trends to Q1 2025

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: 111111Q3 22Q1 23Q3 23Q1 24Q3 24Q1 25
Numbers
QuarterHolders
Q3 202278
Q4 202282
Q1 202388
Q2 202391
Q3 202393
Q4 202390
Q1 2024101
Q2 2024102
Q3 2024111
Q4 2024113
Q1 2025111

Buyers vs sellers

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

Bought or addedCut or sold out
1000100Q2 23: 38 bought or addedQ2 23: 42 cut or sold outQ3 23: 52 bought or addedQ3 23: 33 cut or sold outQ3 23Q4 23: 36 bought or addedQ4 23: 40 cut or sold outQ1 24: 57 bought or addedQ1 24: 41 cut or sold outQ1 24Q2 24: 56 bought or addedQ2 24: 50 cut or sold outQ3 24: 60 bought or addedQ3 24: 35 cut or sold outQ3 24Q4 24: 56 bought or addedQ4 24: 53 cut or sold outQ1 25: 49 bought or addedQ1 25: 51 cut or sold outQ1 25
Numbers
QuarterBought or addedCut or sold out
Q2 20233842
Q3 20235233
Q4 20233640
Q1 20245741
Q2 20245650
Q3 20246035
Q4 20245653
Q1 20254951

Biggest buyers

BRANDES INVESTMENT PARTNERS, LP Added +79,280+79.3k
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC Added +26,460+26.5k
CITADEL ADVISORS LLC Added +15,892+15.9k
EVERETT HARRIS & CO /CA/ Added +13,114+13.1k
Huber Capital Management LLC Added +11,149+11.1k
GEODE CAPITAL MANAGEMENT, LLC Added +9,839+9.8k
Minerva Advisors LLC Added +8,513+8.5k
TWO SIGMA INVESTMENTS, LP Added +8,106+8.1k
Jump Financial, LLC New +6,608+6.6k
DIMENSIONAL FUND ADVISORS LP Added +6,258+6.3k

Biggest sellers

FMR LLC Reduced -89,142-89.1k
Ranger Investment Management, L.P. Sold out -84,699-84.7k
Russell Investments Group, Ltd. Reduced -42,777-42.8k
MORGAN STANLEY Reduced -10,534-10.5k
Kings Path Partners LLC Sold out -8,509-8.5k
BlackRock, Inc. Reduced -7,967-8.0k
MARSHALL WACE, LLP Reduced -7,684-7.7k
JPMORGAN CHASE & CO Reduced -7,374-7.4k
RICE HALL JAMES & ASSOCIATES, LLC Reduced -5,013-5.0k
Connor, Clark & Lunn Investment Management Ltd. Sold out -4,603-4.6k

Biggest calls

Biggest puts

Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.

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 in Q1 2025

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.

Officers and directors buying vs selling

Number of people, by quarter (10% owners not included)

BuyingSelling
101Q2 23: 0 buyingQ2 23: 1 sellingQ3 23: 0 buyingQ3 23: 0 sellingQ3 23Q4 23: 0 buyingQ4 23: 0 sellingQ1 24: 0 buyingQ1 24: 0 sellingQ1 24Q2 24: 0 buyingQ2 24: 0 sellingQ3 24: 0 buyingQ3 24: 0 sellingQ3 24Q4 24: 0 buyingQ4 24: 0 sellingQ1 25: 0 buyingQ1 25: 0 sellingQ1 25
Numbers
QuarterBuyingBoughtSellingSoldSold under a plan
Q2 20230—1$65.4k—
Q3 20230—0——
Q4 20230—0——
Q1 20240—0——
Q2 20240—0——
Q3 20240—0——
Q4 20240—0——
Q1 20250—0——

None reported in Q1 2025.

Holders, Q1 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 BRANDES INVESTMENT PARTNERS, LP 0.14% of their portfolio LA JOLLA, CA 242,249242.2k $13.6m $13.6m 0.14% Added +79.3k +79,280
2 RENAISSANCE TECHNOLOGIES LLC 0.02% of their portfolio NEW YORK, NY 217,714217.7k $12.2m $12.2m 0.02% Reduced -3.8k -3,796
3 DIMENSIONAL FUND ADVISORS LP 0.00% of their portfolio AUSTIN, TX 192,958193.0k $10.8m $10.8m 0.00% Added +6.3k +6,258
4 VANGUARD GROUP INC 0.00% of their portfolio Valley Forge, PA 176,367176.4k $9.9m $9.9m 0.00% Reduced -801 -801
5 BlackRock, Inc. 0.00% of their portfolio New York, NY 160,647160.6k $9.0m $9.0m 0.00% Reduced -8.0k -7,967
6 GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio BOSTON, MA 107,776107.8k $6.0m $6.0m 0.00% Added +9.8k +9,839
7 HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC 0.02% of their portfolio Los Angeles, CA 101,640101.6k $5.7m $5.7m 0.02% Added +26.5k +26,460
8 Minerva Advisors LLC 3.46% of their portfolio BALA CYNWYD, PA 86,90286.9k $4.9m $4.9m 3.46% Added +8.5k +8,513
9 STATE STREET CORP 0.00% of their portfolio BOSTON, MA 80,15080.2k $4.5m $4.5m 0.00% Reduced -2.5k -2,548
10 RICE HALL JAMES & ASSOCIATES, LLC 0.24% of their portfolio San Diego, CA 73,79573.8k $4.1m $4.1m 0.24% Reduced -5.0k -5,013
11 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 72,32972.3k $4.1m $4.1m 0.00% Reduced -7.4k -7,374
12 Bank of New York Mellon Corp 0.00% of their portfolio NEW YORK, NY 48,61248.6k $2.7m $2.7m 0.00% Added +1.3k +1,277
13 ROYCE & ASSOCIATES LP 0.03% of their portfolio New York, NY 41,95842.0k $2.4m $2.4m 0.03% Unchanged
14 Huber Capital Management LLC 0.42% of their portfolio EL SEGUNDO, CA 39,81939.8k $2.2m $2.2m 0.42% Added +11.1k +11,149
15 NORTHERN TRUST CORP 0.00% of their portfolio CHICAGO, IL 34,17234.2k $1.9m $1.9m 0.00% Reduced -2.7k -2,660
16 ISTHMUS PARTNERS, LLC 0.23% of their portfolio MADISON, WI 32,92332.9k $1.8m $1.8m 0.23% Added +1.5k +1,459
17 MILLENNIUM MANAGEMENT LLC 0.00% of their portfolio NEW YORK, NY 32,00832.0k $1.8m $1.8m 0.00% Reduced -79 -79
18 TWO SIGMA INVESTMENTS, LP 0.00% of their portfolio NEW YORK, NY 27,29627.3k $1.5m $1.5m 0.00% Added +8.1k +8,106
19 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 25,90525.9k $1.5m $1.5m 0.00% Reduced -10.5k -10,534
20 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 25,89525.9k $1.5m $1.5m 0.00% Added +15.9k +15,892
21 TWO SIGMA ADVISERS, LP 0.00% of their portfolio NEW YORK, NY 23,10023.1k $1.3m $1.3m 0.00% Added +3.1k +3,100
22 Cardinal Capital Management 0.19% of their portfolio RALEIGH, NC 21,86821.9k $1.2m $1.2m 0.19% Added +2.1k +2,084
23 BARD ASSOCIATES INC 0.44% of their portfolio CHICAGO, IL 21,03221.0k $1.2m $1.2m 0.44% Added +1.0k +1,002
24 LOS ANGELES CAPITAL MANAGEMENT LLC 0.01% of their portfolio LOS ANGELES, CA 20,92820.9k $1.2m $1.2m 0.01% Reduced -2.8k -2,750
25 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 17,95017.9k $1.0m $1.0m 0.00% Added +5.9k +5,898
26 EVERETT HARRIS & CO /CA/ 0.01% of their portfolio LOS ANGELES, CA 17,11617.1k $959.2k $959.2k 0.01% Added +13.1k +13,114
27 PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio BALTIMORE, MD 15,47015.5k $868.0k $868.0k 0.00% Added +257 +257
28 VICTORY CAPITAL MANAGEMENT INC 0.00% of their portfolio San Antonio, TX 14,40814.4k $807.4k $807.4k 0.00% Unchanged
29 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 14,28614.3k $800.6k $800.6k 0.00% Reduced -495 -495
30 Qube Research & Technologies Ltd 0.00% of their portfolio LONDON, X0 13,26813.3k $743.5k $743.5k 0.00% Reduced -799 -799
31 Allspring Global Investments Holdings, LLC 0.00% of their portfolio CHARLOTTE, NC 13,11913.1k $735.2k $735.2k 0.00% Added +1.4k +1,421
32 LSV ASSET MANAGEMENT 0.00% of their portfolio CHICAGO, IL 11,92111.9k $668.0k $668.0k 0.00% Added +1.7k +1,700
33 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio SAN FRANCISCO, CA 10,25210.3k $574.5k $574.5k 0.00% Reduced -179 -179
34 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 10,15410.2k $569.0k $569.0k 0.00% Added +2.8k +2,781
35 Atria Investments, Inc 0.01% of their portfolio Charlotte, NC 9,95310.0k $557.8k $557.8k 0.01% Added +1.1k +1,054
36 D. E. Shaw & Co., Inc. 0.00% of their portfolio New York, NY 9,7089.7k $544.0k $544.0k 0.00% Unchanged
37 AMERICAN CENTURY COMPANIES INC 0.00% of their portfolio KANSAS CITY, MO 8,6908.7k $487.0k $487.0k 0.00% Added +555 +555
38 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 8,5358.5k $478.3k $478.3k 0.00% Reduced -374 -374
39 Nuveen, LLC 0.00% of their portfolio CHARLOTTE, NC 8,0188.0k $449.3k $449.3k 0.00% First filing
40 Sanctuary Advisors, LLC 0.00% of their portfolio INDIANAPOLIS, IN 7,5607.6k $423.7k $423.7k 0.00% Added +599 +599
41 Jump Financial, LLC 0.01% of their portfolio Chicago, IL 6,6086.6k $370.3k $370.3k 0.01% New
42 GLOBEFLEX CAPITAL L P 0.03% of their portfolio SAN DIEGO, CA 6,3366.3k $355.1k $355.1k 0.03% Unchanged
43 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 5,6535.7k $316.8k $316.8k 0.00% New
44 SEIZERT CAPITAL PARTNERS, LLC 0.01% of their portfolio BIRMINGHAM, MI 5,5695.6k $312.1k $312.1k 0.01% Unchanged
45 ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.00% of their portfolio BOSTON, MA 5,3285.3k $298.6k $298.6k 0.00% Unchanged
46 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 5,2985.3k $296.9k $296.9k 0.00% Added +1.9k +1,919
47 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 5,1975.2k $291.2k $291.2k 0.00% New
48 RHUMBLINE ADVISERS 0.00% of their portfolio BOSTON, MA 5,1665.2k $289.5k $289.5k 0.00% Reduced -829 -829
49 Bridge City Capital, LLC 0.09% of their portfolio LAKE OSWEGO, OR 5,1115.1k $286.4k $286.4k 0.09% Reduced -162 -162
50 ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio NASHVILLE, TN 5,1005.1k $285.8k $285.8k 0.00% Unchanged
51 Engineers Gate Manager LP 0.00% of their portfolio NEW YORK, NY 5,0625.1k $283.7k $283.7k 0.00% Reduced -933 -933
52 BRIDGEWAY CAPITAL MANAGEMENT, LLC 0.01% of their portfolio HOUSTON, TX 5,0005.0k $280.2k $280.2k 0.01% New
53 MERCER GLOBAL ADVISORS INC /ADV 0.00% of their portfolio DENVER, CO 4,6114.6k $258.4k $258.4k 0.00% Added +261 +261
54 Advisory Services Network, LLC 0.00% of their portfolio ATLANTA, GA 4,6004.6k $257.8k $257.8k 0.00% New
55 EXCHANGE TRADED CONCEPTS, LLC 0.00% of their portfolio Oklahoma City, OK 4,4244.4k $247.9k $247.9k 0.00% Reduced -266 -266
56 MARSHALL WACE, LLP 0.00% of their portfolio LONDON, X0 4,1664.2k $233.5k $233.5k 0.00% Reduced -7.7k -7,684
57 MARTINGALE ASSET MANAGEMENT L P 0.01% of their portfolio BOSTON, MA 4,0674.1k $227.9k $227.9k 0.01% Added +101 +101
58 Penobscot Investment Management Company, Inc. 0.02% of their portfolio BOSTON, MA 4,0004.0k $224.2k $224.2k 0.02% Unchanged
59 CITIGROUP INC 0.00% of their portfolio NEW YORK, NY 3,7263.7k $208.8k $208.8k 0.00% Added +92 +92
60 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 3,7173.7k $208.0k $208.0k 0.00% Reduced -1.8k -1,838
61 Invesco Ltd. 0.00% of their portfolio ATLANTA, GA 3,7023.7k $207.5k $207.5k 0.00% New
62 SEI INVESTMENTS CO 0.00% of their portfolio OAKS, PA 3,6503.6k $204.5k $204.5k 0.00% New
63 BARCLAYS PLC 0.00% of their portfolio LONDON, X0 3,3473.3k $187.6k $187.6k 0.00% Reduced -1.9k -1,936
64 SG Americas Securities, LLC 0.00% of their portfolio NEW YORK, NY 3,2273.2k $181.0k $181.0k 0.00% Added +675 +675
65 FMR LLC 0.00% of their portfolio BOSTON, MA 3,2183.2k $180.3k $180.3k 0.00% Reduced -89.1k -89,142
66 DEUTSCHE BANK AG\ 0.00% of their portfolio FRANKFURT AM MAIN, 2M 2,9833.0k $167.2k $167.2k 0.00% Added +2.3k +2,276
67 UBS Group AG 0.00% of their portfolio ZURICH, V8 2,2642.3k $126.9k $126.9k 0.00% Reduced -697 -697
68 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 2,2082.2k $123.7k $123.7k 0.00% Reduced -2.7k -2,720
69 MetLife Investment Management, LLC 0.00% of their portfolio Whippany, NJ 2,2022.2k $123.4k $123.4k 0.00% Unchanged
70 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 1,8901.9k $105.9k $105.9k 0.00% Reduced -37 -37
71 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% of their portfolio CAUSEWAY BAY, K3 1,8481.8k $103.6k $103.6k 0.00% Reduced -20 -20
72 BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio PARIS, I0 1,7281.7k $96.8k $96.8k 0.00% First filing
73 Corebridge Financial, Inc. 0.00% of their portfolio HOUSTON, TX 1,5421.5k $86.4k $86.4k 0.00% Reduced -89 -89
74 NEW YORK STATE COMMON RETIREMENT FUND 0.00% of their portfolio ALBANY, NY 1,4291.4k $80.1k $80.1k 0.00% Unchanged
75 Police & Firemen's Retirement System of New Jersey 0.00% of their portfolio TRENTON, NJ 958958 $53.7k $53.7k 0.00% Unchanged
76 PNC Financial Services Group, Inc. 0.00% of their portfolio Pittsburgh, PA 894894 $50.1k $50.1k 0.00% Added +546 +546
77 Copeland Capital Management, LLC 0.00% of their portfolio Conshohocken, PA 851851 $47.7k $47.7k 0.00% Added +44 +44
78 US BANCORP \DE\ 0.00% of their portfolio MINNEAPOLIS, MN 528528 $29.6k $29.6k 0.00% Reduced -285 -285
79 Golden State Wealth Management, LLC 0.00% of their portfolio SANTA ANA, CA 500500 $28.0k $28.0k 0.00% Unchanged
80 Russell Investments Group, Ltd. 0.00% of their portfolio Seattle, WA 424424 $23.8k $23.8k 0.00% Reduced -42.8k -42,777
81 Ameritas Investment Partners, Inc. 0.00% of their portfolio LINCOLN, NE 296296 $16.6k $16.6k 0.00% Unchanged
82 Legal & General Group Plc 0.00% of their portfolio London, X0 295295 $16.5k $16.5k 0.00% Unchanged
83 CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio WEST SACRAMENTO, CA 245245 $13.7k $13.7k 0.00% Unchanged
84 Tower Research Capital LLC (TRC) 0.00% of their portfolio NEW YORK, NY 242242 $13.6k $13.6k 0.00% Reduced -276 -276
85 First Horizon Advisors, Inc. 0.00% of their portfolio MEMPHIS, TN 226226 $12.7k $12.7k 0.00% Added +21 +21
86 Federation des caisses Desjardins du Quebec 0.00% of their portfolio LEVIS, A8 225225 $12.6k $12.6k 0.00% Unchanged
87 CWM, LLC 0.00% of their portfolio OMAHA, NE 214214 $12.0k $12.0k 0.00% Added +47 +47
88 Blue Trust, Inc. 0.00% of their portfolio BRENTWOOD, TN 175175 $9.8k $9.8k 0.00% Unchanged
89 JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio DES PERES, MO 149149 $8.4k $8.4k 0.00% New
90 COLDSTREAM CAPITAL MANAGEMENT INC 0.00% of their portfolio BELLEVUE, WA 128128 $7.2k $7.2k 0.00% New
91 AMALGAMATED BANK 0.00% of their portfolio NEW YORK, NY 119119 $7.0k $7.0k 0.00% Unchanged
92 COMERICA BANK 0.00% of their portfolio DALLAS, TX 118118 $6.6k $6.6k 0.00% Added +70 +70
93 MassMutual Private Wealth & Trust, FSB 0.00% of their portfolio Windsor, CT 117117 $6.6k $6.6k 0.00% Reduced -3 -3
94 BESSEMER GROUP INC 0.00% of their portfolio WOODBRIDGE, NJ 101101 $6.0k $6.0k 0.00% Reduced -399 -399
95 HARBOR CAPITAL ADVISORS, INC. 0.00% of their portfolio CHICAGO, IL 8989 $5.0k $5.0k 0.00% Unchanged
96 Cove Street Capital, LLC 0.01% of their portfolio El Segundo, CA 8787 $4.9k $4.9k 0.01% Unchanged
97 HARBOUR INVESTMENTS, INC. 0.00% of their portfolio MADISON, WI 7878 $4.4k $4.4k 0.00% Unchanged
98 GAMMA Investing LLC 0.00% of their portfolio FOSTER CITY, CA 7272 $4.0k $4.0k 0.00% Added +69 +69
99 True Wealth Design, LLC 0.00% of their portfolio AKRON, OH 7171 $4.0k $4.0k 0.00% Added +23 +23
100 Red Tortoise LLC 0.00% of their portfolio ATLANTA, GA 6161 $3.4k $3.4k 0.00% New