Vault-13

UTAH MED PRODS INC UTMD

COM · Common Stock · CUSIP 917488108

113 institutional holders +2 vs Q1 2025
2,164,4082.2m shares reported held*
67.5% of all shares outstanding*
$123.2mreported value*
13 new 39 added 39 reduced 14 sold out net sold ≈ $4.5m (-78.4k 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 ($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

050100150Q3 22: 78Q4 22: 82Q1 23: 88Q2 23: 91Q3 23: 93Q4 23: 90Q1 24: 101Q2 24: 102Q3 24: 111Q4 24: 113Q1 25: 111Q2 25: 113113Q3 22Q2 23Q1 24Q4 24Q2 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
Q2 2025113

Buyers vs sellers

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

Bought or addedCut or sold out
1000100Q3 23: 52 bought or addedQ3 23: 33 cut or sold outQ4 23: 36 bought or addedQ4 23: 40 cut or sold outQ4 23Q1 24: 57 bought or addedQ1 24: 41 cut or sold outQ2 24: 56 bought or addedQ2 24: 50 cut or sold outQ2 24Q3 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 25
Numbers
QuarterBought or addedCut or sold out
Q3 20235233
Q4 20233640
Q1 20245741
Q2 20245650
Q3 20246035
Q4 20245653
Q1 20254951
Q2 20255253

Biggest buyers

MORGAN STANLEY Added +32,251+32.3k
BRANDES INVESTMENT PARTNERS, LP Added +29,073+29.1k
BlackRock, Inc. Added +18,862+18.9k
Huber Capital Management LLC Added +15,529+15.5k
Quantinno Capital Management LP New +10,690+10.7k
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC Added +10,310+10.3k
ROYAL BANK OF CANADA Added +8,751+8.8k
AQR CAPITAL MANAGEMENT LLC New +8,620+8.6k
GEODE CAPITAL MANAGEMENT, LLC Added +7,040+7.0k
Minerva Advisors LLC Added +6,156+6.2k

Biggest sellers

JPMORGAN CHASE & CO Reduced -66,176-66.2k
ROYCE & ASSOCIATES LP Sold out -41,958-42.0k
CITADEL ADVISORS LLC Reduced -16,528-16.5k
TWO SIGMA INVESTMENTS, LP Reduced -13,588-13.6k
Allspring Global Investments Holdings, LLC Sold out -13,119-13.1k
VICTORY CAPITAL MANAGEMENT INC Reduced -11,735-11.7k
STATE STREET CORP Reduced -10,028-10.0k
GOLDMAN SACHS GROUP INC Reduced -9,395-9.4k
LOS ANGELES CAPITAL MANAGEMENT LLC Reduced -9,243-9.2k
TWO SIGMA ADVISERS, LP Reduced -7,300-7.3k

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 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

#ManagerLocationShares Value% of their portfolioChangeShares change
1 BRANDES INVESTMENT PARTNERS, LP 0.14% of their portfolio LA JOLLA, CA 271,322271.3k $15.4m $15.4m 0.14% Added +29.1k +29,073
2 RENAISSANCE TECHNOLOGIES LLC 0.02% of their portfolio NEW YORK, NY 213,314213.3k $12.1m $12.1m 0.02% Reduced -4.4k -4,400
3 DIMENSIONAL FUND ADVISORS LP 0.00% of their portfolio AUSTIN, TX 197,466197.5k $11.2m $11.2m 0.00% Added +4.5k +4,508
4 BlackRock, Inc. 0.00% of their portfolio New York, NY 179,509179.5k $10.2m $10.2m 0.00% Added +18.9k +18,862
5 VANGUARD GROUP INC 0.00% of their portfolio Valley Forge, PA 177,097177.1k $10.1m $10.1m 0.00% Added +730 +730
6 GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio BOSTON, MA 114,816114.8k $6.5m $6.5m 0.00% Added +7.0k +7,040
7 HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC 0.02% of their portfolio Los Angeles, CA 111,950112.0k $6.4m $6.4m 0.02% Added +10.3k +10,310
8 Minerva Advisors LLC 3.45% of their portfolio BALA CYNWYD, PA 93,05893.1k $5.3m $5.3m 3.45% Added +6.2k +6,156
9 STATE STREET CORP 0.00% of their portfolio BOSTON, MA 70,12270.1k $4.0m $4.0m 0.00% Reduced -10.0k -10,028
10 RICE HALL JAMES & ASSOCIATES, LLC 0.21% of their portfolio San Diego, CA 68,22368.2k $3.9m $3.9m 0.21% Reduced -5.6k -5,572
11 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 58,15658.2k $3.3m $3.3m 0.00% Added +32.3k +32,251
12 Huber Capital Management LLC 0.54% of their portfolio EL SEGUNDO, CA 55,34855.3k $3.2m $3.2m 0.54% Added +15.5k +15,529
13 Bank of New York Mellon Corp 0.00% of their portfolio NEW YORK, NY 49,13649.1k $2.8m $2.8m 0.00% Added +524 +524
14 ISTHMUS PARTNERS, LLC 0.22% of their portfolio MADISON, WI 33,79533.8k $1.9m $1.9m 0.22% Added +872 +872
15 NORTHERN TRUST CORP 0.00% of their portfolio CHICAGO, IL 33,44033.4k $1.9m $1.9m 0.00% Reduced -732 -732
16 MILLENNIUM MANAGEMENT LLC 0.00% of their portfolio NEW YORK, NY 29,98030.0k $1.7m $1.7m 0.00% Reduced -2.0k -2,028
17 Cardinal Capital Management 0.19% of their portfolio RALEIGH, NC 22,78022.8k $1.3m $1.3m 0.19% Added +912 +912
18 BARD ASSOCIATES INC 0.37% of their portfolio CHICAGO, IL 20,00720.0k $1.1m $1.1m 0.37% Reduced -1.0k -1,025
19 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 17,80017.8k $1.0m $1.0m 0.00% Reduced -150 -150
20 EVERETT HARRIS & CO /CA/ 0.01% of their portfolio LOS ANGELES, CA 17,47817.5k $994.8k $994.8k 0.01% Added +362 +362
21 PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio BALTIMORE, MD 16,11816.1k $918.0k $918.0k 0.00% Added +648 +648
22 TWO SIGMA ADVISERS, LP 0.00% of their portfolio NEW YORK, NY 15,80015.8k $899.3k $899.3k 0.00% Reduced -7.3k -7,300
23 TWO SIGMA INVESTMENTS, LP 0.00% of their portfolio NEW YORK, NY 13,70813.7k $780.3k $780.3k 0.00% Reduced -13.6k -13,588
24 LSV ASSET MANAGEMENT 0.00% of their portfolio CHICAGO, IL 12,97413.0k $738.0k $738.0k 0.00% Added +1.1k +1,053
25 Qube Research & Technologies Ltd 0.00% of their portfolio LONDON, X0 12,54012.5k $713.8k $713.8k 0.00% Reduced -728 -728
26 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 12,46812.5k $710.0k $710.0k 0.00% Added +8.8k +8,751
27 LOS ANGELES CAPITAL MANAGEMENT LLC 0.00% of their portfolio LOS ANGELES, CA 11,68511.7k $665.1k $665.1k 0.00% Reduced -9.2k -9,243
28 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio SAN FRANCISCO, CA 11,22111.2k $638.7k $638.7k 0.00% Added +969 +969
29 Quantinno Capital Management LP 0.00% of their portfolio NEW YORK, NY 10,69010.7k $608.5k $608.5k 0.00% New
30 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 9,7449.7k $554.6k $554.6k 0.00% Reduced -410 -410
31 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 9,3679.4k $533.2k $533.2k 0.00% Reduced -16.5k -16,528
32 D. E. Shaw & Co., Inc. 0.00% of their portfolio New York, NY 9,2879.3k $528.6k $528.6k 0.00% Reduced -421 -421
33 AMERICAN CENTURY COMPANIES INC 0.00% of their portfolio KANSAS CITY, MO 8,7558.8k $498.3k $498.3k 0.00% Added +65 +65
34 AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio Greenwich, CT 8,6208.6k $490.7k $490.7k 0.00% New
35 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 8,5328.5k $485.7k $485.7k 0.00% Reduced -3 -3
36 FMR LLC 0.00% of their portfolio BOSTON, MA 7,7497.7k $441.1k $441.1k 0.00% Added +4.5k +4,531
37 Atria Investments, Inc 0.00% of their portfolio Charlotte, NC 6,4036.4k $364.5k $364.5k 0.00% Reduced -3.5k -3,550
38 GLOBEFLEX CAPITAL L P 0.03% of their portfolio SAN DIEGO, CA 6,3366.3k $360.6k $360.6k 0.03% Unchanged
39 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 6,1536.2k $350.2k $350.2k 0.00% Reduced -66.2k -66,176
40 O'SHAUGHNESSY ASSET MANAGEMENT, LLC 0.00% of their portfolio Stamford, CT 5,8905.9k $335.3k $335.3k 0.00% New
41 RHUMBLINE ADVISERS 0.00% of their portfolio BOSTON, MA 5,7165.7k $325.3k $325.3k 0.00% Added +550 +550
42 Nuveen, LLC 0.00% of their portfolio CHARLOTTE, NC 5,6695.7k $322.7k $322.7k 0.00% Reduced -2.3k -2,349
43 BARCLAYS PLC 0.00% of their portfolio LONDON, X0 5,4835.5k $312.1k $312.1k 0.00% Added +2.1k +2,136
44 SEIZERT CAPITAL PARTNERS, LLC 0.01% of their portfolio BIRMINGHAM, MI 5,4365.4k $309.4k $309.4k 0.01% Reduced -133 -133
45 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 5,3825.4k $306.3k $306.3k 0.00% Added +84 +84
46 ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.00% of their portfolio BOSTON, MA 5,3285.3k $303.3k $303.3k 0.00% Unchanged
47 ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio NASHVILLE, TN 5,3005.3k $301.7k $301.7k 0.00% Added +200 +200
48 BRIDGEWAY CAPITAL MANAGEMENT, LLC 0.01% of their portfolio HOUSTON, TX 5,0005.0k $284.6k $284.6k 0.01% Unchanged
49 Bridge City Capital, LLC 0.08% of their portfolio LAKE OSWEGO, OR 4,9845.0k $283.7k $283.7k 0.08% Reduced -127 -127
50 Invesco Ltd. 0.00% of their portfolio ATLANTA, GA 4,9555.0k $282.0k $282.0k 0.00% Added +1.3k +1,253
51 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 4,8914.9k $278.4k $278.4k 0.00% Reduced -9.4k -9,395
52 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 4,8144.8k $274.0k $274.0k 0.00% Reduced -383 -383
53 EXCHANGE TRADED CONCEPTS, LLC 0.00% of their portfolio Oklahoma City, OK 4,5454.5k $258.7k $258.7k 0.00% Added +121 +121
54 MERCER GLOBAL ADVISORS INC /ADV 0.00% of their portfolio DENVER, CO 4,5294.5k $257.8k $257.8k 0.00% Reduced -82 -82
55 Sanctuary Advisors, LLC 0.00% of their portfolio INDIANAPOLIS, IN 4,5004.5k $256.1k $256.1k 0.00% Reduced -3.1k -3,060
56 Penobscot Investment Management Company, Inc. 0.02% of their portfolio BOSTON, MA 4,0004.0k $227.7k $227.7k 0.02% Unchanged
57 MARTINGALE ASSET MANAGEMENT L P 0.01% of their portfolio BOSTON, MA 3,7143.7k $211.4k $211.4k 0.01% Reduced -353 -353
58 R Squared Ltd 0.12% of their portfolio HONG KONG, K3 3,6793.7k $209.4k $209.4k 0.12% Not comparable
59 SEI INVESTMENTS CO 0.00% of their portfolio OAKS, PA 3,6503.6k $207.8k $207.8k 0.00% Unchanged
60 UBS Group AG 0.00% of their portfolio ZURICH, V8 3,0933.1k $176.1k $176.1k 0.00% Added +829 +829
61 DEUTSCHE BANK AG\ 0.00% of their portfolio FRANKFURT AM MAIN, 2M 2,9833.0k $169.8k $169.8k 0.00% Unchanged
62 Russell Investments Group, Ltd. 0.00% of their portfolio Seattle, WA 2,7582.8k $157.0k $157.0k 0.00% Added +2.3k +2,334
63 VICTORY CAPITAL MANAGEMENT INC 0.00% of their portfolio San Antonio, TX 2,6732.7k $152.1k $152.1k 0.00% Reduced -11.7k -11,735
64 State of Wyoming 0.02% of their portfolio CHEYENNE, WY 2,3112.3k $131.5k $131.5k 0.02% New
65 MetLife Investment Management, LLC 0.00% of their portfolio Whippany, NJ 2,2022.2k $125.3k $125.3k 0.00% Unchanged
66 CITIGROUP INC 0.00% of their portfolio NEW YORK, NY 2,1562.2k $122.7k $122.7k 0.00% Reduced -1.6k -1,570
67 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 1,9852.0k $113.0k $113.0k 0.00% Added +95 +95
68 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 1,7921.8k $102.0k $102.0k 0.00% Reduced -416 -416
69 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% of their portfolio CAUSEWAY BAY, K3 1,7701.8k $100.7k $100.7k 0.00% Reduced -78 -78
70 NEW YORK STATE COMMON RETIREMENT FUND 0.00% of their portfolio ALBANY, NY 1,4291.4k $81.3k $81.3k 0.00% Unchanged
71 Copeland Capital Management, LLC 0.00% of their portfolio Conshohocken, PA 991991 $56.4k $56.4k 0.00% Added +140 +140
72 Police & Firemen's Retirement System of New Jersey 0.00% of their portfolio TRENTON, NJ 958958 $54.5k $54.5k 0.00% Unchanged
73 CWM, LLC 0.00% of their portfolio OMAHA, NE 829829 $47.0k $47.0k 0.00% Added +615 +615
74 Tower Research Capital LLC (TRC) 0.00% of their portfolio NEW YORK, NY 686686 $39.0k $39.0k 0.00% Added +444 +444
75 First Horizon Advisors, Inc. 0.00% of their portfolio MEMPHIS, TN 587587 $33.4k $33.4k 0.00% Added +361 +361
76 BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio PARIS, I0 559559 $31.8k $31.8k 0.00% Reduced -1.2k -1,169
77 PNC Financial Services Group, Inc. 0.00% of their portfolio Pittsburgh, PA 504504 $28.7k $28.7k 0.00% Reduced -390 -390
78 Golden State Wealth Management, LLC 0.00% of their portfolio SANTA ANA, CA 500500 $28.5k $28.5k 0.00% Unchanged
79 Versant Capital Management, Inc 0.00% of their portfolio PHOENIX, AZ 440440 $25.0k $25.0k 0.00% New
80 US BANCORP \DE\ 0.00% of their portfolio MINNEAPOLIS, MN 414414 $23.6k $23.6k 0.00% Reduced -114 -114
81 MassMutual Private Wealth & Trust, FSB 0.00% of their portfolio Windsor, CT 395395 $22.5k $22.5k 0.00% Added +278 +278
82 Ameritas Investment Partners, Inc. 0.00% of their portfolio LINCOLN, NE 296296 $16.8k $16.8k 0.00% Unchanged
83 Legal & General Group Plc 0.00% of their portfolio London, X0 295295 $16.8k $16.8k 0.00% Unchanged
84 CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio WEST SACRAMENTO, CA 245245 $13.9k $13.9k 0.00% Unchanged
85 EverSource Wealth Advisors, LLC 0.00% of their portfolio BIRMINGHAM, AL 234234 $13.3k $13.3k 0.00% Added +226 +226
86 Federation des caisses Desjardins du Quebec 0.00% of their portfolio LEVIS, A8 225225 $12.8k $12.8k 0.00% Unchanged
87 Fortitude Family Office, LLC 0.00% of their portfolio SCOTTSDALE, AZ 212212 $12.1k $12.1k 0.00% New
88 WealthCollab, LLC 0.01% of their portfolio BELLEVUE, WA 186186 $10.6k $10.6k 0.01% New
89 UMB Bank, n.a. 0.00% of their portfolio Kansas City, MO 152152 $8.7k $8.7k 0.00% Not comparable
90 JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio DES PERES, MO 149149 $8.6k $8.6k 0.00% Unchanged
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 101101 $5.7k $5.7k 0.00% Reduced -17 -17
93 Sterling Capital Management LLC 0.00% of their portfolio CHARLOTTE, NC 8989 $5.1k $5.1k 0.00% Added +35 +35
94 Cove Street Capital, LLC 0.01% of their portfolio El Segundo, CA 8787 $5.0k $5.0k 0.01% Unchanged
95 HARBOR CAPITAL ADVISORS, INC. 0.00% of their portfolio CHICAGO, IL 8383 $5.0k $5.0k 0.00% Reduced -6 -6
96 HARBOUR INVESTMENTS, INC. 0.00% of their portfolio MADISON, WI 7878 $4.4k $4.4k 0.00% Unchanged
97 PRINCIPAL SECURITIES, INC. 0.00% of their portfolio DES MOINES, IA 5959 $3.4k $3.4k 0.00% Added +45 +45
98 Avion Wealth 0.00% of their portfolio THE WOODLANDS, TX 5757 $3.0k $3.0k 0.00% Added +49 +49
99 Cornerstone Planning Group LLC 0.00% of their portfolio FAIRFIELD, NJ 4040 $2.3k $2.3k 0.00% Added +31 +31
100 Physician Wealth Advisors, Inc. 0.00% of their portfolio MIDVALE, UT 3737 $2.1k $2.1k 0.00% New