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 ($54.5k this quarter). Holder counts are more reliable. Shares outstanding: 3.2m as of 2025-08-11, 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 ≈ $56.92. Options: 1 managers hold calls ($0 notional), 1 hold puts ($0).
Trends to Q2 2025
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 |
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 2023 | 52 | 33 |
| Q4 2023 | 36 | 40 |
| Q1 2024 | 57 | 41 |
| Q2 2024 | 56 | 50 |
| Q3 2024 | 60 | 35 |
| Q4 2024 | 56 | 53 |
| Q1 2025 | 49 | 51 |
| Q2 2025 | 52 | 53 |
Biggest buyers
| MORGAN STANLEY | Added | +32.3k |
| BRANDES INVESTMENT PARTNERS, LP | Added | +29.1k |
| BlackRock, Inc. | Added | +18.9k |
| Huber Capital Management LLC | Added | +15.5k |
| Quantinno Capital Management LP | New | +10.7k |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | Added | +10.3k |
| ROYAL BANK OF CANADA | Added | +8.8k |
| AQR CAPITAL MANAGEMENT LLC | New | +8.6k |
| GEODE CAPITAL MANAGEMENT, LLC | Added | +7.0k |
| Minerva Advisors LLC | Added | +6.2k |
Biggest sellers
| JPMORGAN CHASE & CO | Reduced | -66.2k |
| ROYCE & ASSOCIATES LP | Sold out | -42.0k |
| CITADEL ADVISORS LLC | Reduced | -16.5k |
| TWO SIGMA INVESTMENTS, LP | Reduced | -13.6k |
| Allspring Global Investments Holdings, LLC | Sold out | -13.1k |
| VICTORY CAPITAL MANAGEMENT INC | Reduced | -11.7k |
| STATE STREET CORP | Reduced | -10.0k |
| GOLDMAN SACHS GROUP INC | Reduced | -9.4k |
| LOS ANGELES CAPITAL MANAGEMENT LLC | Reduced | -9.2k |
| TWO SIGMA ADVISERS, LP | Reduced | -7.3k |
Biggest calls
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | Unchanged | $00 shares |
Biggest puts
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | Unchanged | $00 shares |
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.
| 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 in Q2 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.
None reported in Q2 2025.
Holders, Q2 2025
| Manager | Shares | Change |
|---|---|---|
| BRANDES INVESTMENT PARTNERS, LP 0.14% of their portfolio | 271.3k $15.4m | Added +29.1k |
| RENAISSANCE TECHNOLOGIES LLC 0.02% of their portfolio | 213.3k $12.1m | Reduced -4.4k |
| DIMENSIONAL FUND ADVISORS LP 0.00% of their portfolio | 197.5k $11.2m | Added +4.5k |
| BlackRock, Inc. 0.00% of their portfolio | 179.5k $10.2m | Added +18.9k |
| VANGUARD GROUP INC 0.00% of their portfolio | 177.1k $10.1m | Added +730 |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 114.8k $6.5m | Added +7.0k |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC 0.02% of their portfolio | 112.0k $6.4m | Added +10.3k |
| Minerva Advisors LLC 3.45% of their portfolio | 93.1k $5.3m | Added +6.2k |
| STATE STREET CORP 0.00% of their portfolio | 70.1k $4.0m | Reduced -10.0k |
| RICE HALL JAMES & ASSOCIATES, LLC 0.21% of their portfolio | 68.2k $3.9m | Reduced -5.6k |
| MORGAN STANLEY 0.00% of their portfolio | 58.2k $3.3m | Added +32.3k |
| Huber Capital Management LLC 0.54% of their portfolio | 55.3k $3.2m | Added +15.5k |
| Bank of New York Mellon Corp 0.00% of their portfolio | 49.1k $2.8m | Added +524 |
| ISTHMUS PARTNERS, LLC 0.22% of their portfolio | 33.8k $1.9m | Added +872 |
| NORTHERN TRUST CORP 0.00% of their portfolio | 33.4k $1.9m | Reduced -732 |
| MILLENNIUM MANAGEMENT LLC 0.00% of their portfolio | 30.0k $1.7m | Reduced -2.0k |
| Cardinal Capital Management 0.19% of their portfolio | 22.8k $1.3m | Added +912 |
| BARD ASSOCIATES INC 0.37% of their portfolio | 20.0k $1.1m | Reduced -1.0k |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 17.8k $1.0m | Reduced -150 |
| EVERETT HARRIS & CO /CA/ 0.01% of their portfolio | 17.5k $994.8k | Added +362 |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 16.1k $918.0k | Added +648 |
| TWO SIGMA ADVISERS, LP 0.00% of their portfolio | 15.8k $899.3k | Reduced -7.3k |
| TWO SIGMA INVESTMENTS, LP 0.00% of their portfolio | 13.7k $780.3k | Reduced -13.6k |
| LSV ASSET MANAGEMENT 0.00% of their portfolio | 13.0k $738.0k | Added +1.1k |
| Qube Research & Technologies Ltd 0.00% of their portfolio | 12.5k $713.8k | Reduced -728 |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 12.5k $710.0k | Added +8.8k |
| LOS ANGELES CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 11.7k $665.1k | Reduced -9.2k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio | 11.2k $638.7k | Added +969 |
| Quantinno Capital Management LP 0.00% of their portfolio | 10.7k $608.5k | New |
| ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio | 9.7k $554.6k | Reduced -410 |
| CITADEL ADVISORS LLC 0.00% of their portfolio | 9.4k $533.2k | Reduced -16.5k |
| D. E. Shaw & Co., Inc. 0.00% of their portfolio | 9.3k $528.6k | Reduced -421 |
| AMERICAN CENTURY COMPANIES INC 0.00% of their portfolio | 8.8k $498.3k | Added +65 |
| AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 8.6k $490.7k | New |
| OSAIC HOLDINGS, INC. 0.00% of their portfolio | 8.5k $485.7k | Reduced -3 |
| FMR LLC 0.00% of their portfolio | 7.7k $441.1k | Added +4.5k |
| Atria Investments, Inc 0.00% of their portfolio | 6.4k $364.5k | Reduced -3.5k |
| GLOBEFLEX CAPITAL L P 0.03% of their portfolio | 6.3k $360.6k | Unchanged |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 6.2k $350.2k | Reduced -66.2k |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC 0.00% of their portfolio | 5.9k $335.3k | New |
| RHUMBLINE ADVISERS 0.00% of their portfolio | 5.7k $325.3k | Added +550 |
| Nuveen, LLC 0.00% of their portfolio | 5.7k $322.7k | Reduced -2.3k |
| BARCLAYS PLC 0.00% of their portfolio | 5.5k $312.1k | Added +2.1k |
| SEIZERT CAPITAL PARTNERS, LLC 0.01% of their portfolio | 5.4k $309.4k | Reduced -133 |
| LPL Financial LLC 0.00% of their portfolio | 5.4k $306.3k | Added +84 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.00% of their portfolio | 5.3k $303.3k | Unchanged |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 5.3k $301.7k | Added +200 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC 0.01% of their portfolio | 5.0k $284.6k | Unchanged |
| Bridge City Capital, LLC 0.08% of their portfolio | 5.0k $283.7k | Reduced -127 |
| Invesco Ltd. 0.00% of their portfolio | 5.0k $282.0k | Added +1.3k |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 4.9k $278.4k | Reduced -9.4k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio | 4.8k $274.0k | Reduced -383 |
| EXCHANGE TRADED CONCEPTS, LLC 0.00% of their portfolio | 4.5k $258.7k | Added +121 |
| MERCER GLOBAL ADVISORS INC /ADV 0.00% of their portfolio | 4.5k $257.8k | Reduced -82 |
| Sanctuary Advisors, LLC 0.00% of their portfolio | 4.5k $256.1k | Reduced -3.1k |
| Penobscot Investment Management Company, Inc. 0.02% of their portfolio | 4.0k $227.7k | Unchanged |
| MARTINGALE ASSET MANAGEMENT L P 0.01% of their portfolio | 3.7k $211.4k | Reduced -353 |
| R Squared Ltd 0.12% of their portfolio | 3.7k $209.4k | Not comparable |
| SEI INVESTMENTS CO 0.00% of their portfolio | 3.6k $207.8k | Unchanged |
| UBS Group AG 0.00% of their portfolio | 3.1k $176.1k | Added +829 |
| DEUTSCHE BANK AG\ 0.00% of their portfolio | 3.0k $169.8k | Unchanged |
| Russell Investments Group, Ltd. 0.00% of their portfolio | 2.8k $157.0k | Added +2.3k |
| VICTORY CAPITAL MANAGEMENT INC 0.00% of their portfolio | 2.7k $152.1k | Reduced -11.7k |
| State of Wyoming 0.02% of their portfolio | 2.3k $131.5k | New |
| MetLife Investment Management, LLC 0.00% of their portfolio | 2.2k $125.3k | Unchanged |
| CITIGROUP INC 0.00% of their portfolio | 2.2k $122.7k | Reduced -1.6k |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 2.0k $113.0k | Added +95 |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 1.8k $102.0k | Reduced -416 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% of their portfolio | 1.8k $100.7k | Reduced -78 |
| NEW YORK STATE COMMON RETIREMENT FUND 0.00% of their portfolio | 1.4k $81.3k | Unchanged |
| Copeland Capital Management, LLC 0.00% of their portfolio | 991 $56.4k | Added +140 |
| Police & Firemen's Retirement System of New Jersey 0.00% of their portfolio | 958 $54.5k | Unchanged |
| CWM, LLC 0.00% of their portfolio | 829 $47.0k | Added +615 |
| Tower Research Capital LLC (TRC) 0.00% of their portfolio | 686 $39.0k | Added +444 |
| First Horizon Advisors, Inc. 0.00% of their portfolio | 587 $33.4k | Added +361 |
| BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio | 559 $31.8k | Reduced -1.2k |
| PNC Financial Services Group, Inc. 0.00% of their portfolio | 504 $28.7k | Reduced -390 |
| Golden State Wealth Management, LLC 0.00% of their portfolio | 500 $28.5k | Unchanged |
| Versant Capital Management, Inc 0.00% of their portfolio | 440 $25.0k | New |
| US BANCORP \DE\ 0.00% of their portfolio | 414 $23.6k | Reduced -114 |
| MassMutual Private Wealth & Trust, FSB 0.00% of their portfolio | 395 $22.5k | Added +278 |
| Ameritas Investment Partners, Inc. 0.00% of their portfolio | 296 $16.8k | Unchanged |
| Legal & General Group Plc 0.00% of their portfolio | 295 $16.8k | Unchanged |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio | 245 $13.9k | Unchanged |
| EverSource Wealth Advisors, LLC 0.00% of their portfolio | 234 $13.3k | Added +226 |
| Federation des caisses Desjardins du Quebec 0.00% of their portfolio | 225 $12.8k | Unchanged |
| Fortitude Family Office, LLC 0.00% of their portfolio | 212 $12.1k | New |
| WealthCollab, LLC 0.01% of their portfolio | 186 $10.6k | New |
| UMB Bank, n.a. 0.00% of their portfolio | 152 $8.7k | Not comparable |
| JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio | 149 $8.6k | Unchanged |
| AMALGAMATED BANK 0.00% of their portfolio | 119 $7.0k | Unchanged |
| COMERICA BANK 0.00% of their portfolio | 101 $5.7k | Reduced -17 |
| Sterling Capital Management LLC 0.00% of their portfolio | 89 $5.1k | Added +35 |
| Cove Street Capital, LLC 0.01% of their portfolio | 87 $5.0k | Unchanged |
| HARBOR CAPITAL ADVISORS, INC. 0.00% of their portfolio | 83 $5.0k | Reduced -6 |
| HARBOUR INVESTMENTS, INC. 0.00% of their portfolio | 78 $4.4k | Unchanged |
| PRINCIPAL SECURITIES, INC. 0.00% of their portfolio | 59 $3.4k | Added +45 |
| Avion Wealth 0.00% of their portfolio | 57 $3.0k | Added +49 |
| Cornerstone Planning Group LLC 0.00% of their portfolio | 40 $2.3k | Added +31 |
| Physician Wealth Advisors, Inc. 0.00% of their portfolio | 37 $2.1k | New |