Vault-13

UTAH MED PRODS INC UTMD

COM · Common Stock · CUSIP 917488108

117 institutional holders +4 vs Q2 2025
2,176,4682.2m shares reported held*
67.9% of all shares outstanding*
$137.0mreported value*
14 new 39 added 34 reduced 7 sold out net bought ≈ $699.8k (+12.2k 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 ($25.0k this quarter). Holder counts are more reliable. Shares outstanding: 3.2m as of 2025-11-10, 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 ≈ $62.93.

Trends to Q3 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: 113Q3 25: 117117Q3 22Q2 23Q1 24Q4 24Q3 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
Q3 2025117

Buyers vs sellers

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

Bought or addedCut or sold out
1000100Q4 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 25Q2 25: 52 bought or addedQ2 25: 53 cut or sold outQ3 25: 53 bought or addedQ3 25: 41 cut or sold outQ3 25
Numbers
QuarterBought or addedCut or sold out
Q4 20233640
Q1 20245741
Q2 20245650
Q3 20246035
Q4 20245653
Q1 20254951
Q2 20255253
Q3 20255341

Biggest buyers

BRANDES INVESTMENT PARTNERS, LP Added +66,608+66.6k
Quantinno Capital Management LP Added +12,266+12.3k
SEGALL BRYANT & HAMILL, LLC New +11,535+11.5k
O'SHAUGHNESSY ASSET MANAGEMENT, LLC Added +8,676+8.7k
AQR CAPITAL MANAGEMENT LLC Added +6,786+6.8k
Sanctuary Advisors, LLC Added +6,766+6.8k
RITHOLTZ WEALTH MANAGEMENT New +5,042+5.0k
FMR LLC Added +5,018+5.0k
ISTHMUS PARTNERS, LLC Added +4,488+4.5k
JANE STREET GROUP, LLC New +3,539+3.5k

Biggest sellers

GEODE CAPITAL MANAGEMENT, LLC Reduced -24,855-24.9k
RENAISSANCE TECHNOLOGIES LLC Reduced -12,400-12.4k
LOS ANGELES CAPITAL MANAGEMENT LLC Sold out -11,685-11.7k
MILLENNIUM MANAGEMENT LLC Reduced -9,424-9.4k
CITADEL ADVISORS LLC Sold out -9,367-9.4k
TWO SIGMA ADVISERS, LP Reduced -8,600-8.6k
TWO SIGMA INVESTMENTS, LP Reduced -8,211-8.2k
Huber Capital Management LLC Reduced -7,496-7.5k
RICE HALL JAMES & ASSOCIATES, LLC Reduced -6,792-6.8k
ROYAL BANK OF CANADA Reduced -5,943-5.9k

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 Q3 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 Q3 2025.

Holders, Q3 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 BRANDES INVESTMENT PARTNERS, LP 0.17% of their portfolio LA JOLLA, CA 337,930337.9k $21.3m $21.3m 0.17% Added +66.6k +66,608
2 RENAISSANCE TECHNOLOGIES LLC 0.02% of their portfolio NEW YORK, NY 200,914200.9k $12.7m $12.7m 0.02% Reduced -12.4k -12,400
3 DIMENSIONAL FUND ADVISORS LP 0.00% of their portfolio AUSTIN, TX 200,032200.0k $12.6m $12.6m 0.00% Added +2.6k +2,566
4 BlackRock, Inc. 0.00% of their portfolio New York, NY 179,822179.8k $11.3m $11.3m 0.00% Added +313 +313
5 VANGUARD GROUP INC 0.00% of their portfolio Valley Forge, PA 175,627175.6k $11.1m $11.1m 0.00% Reduced -1.5k -1,470
6 HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC 0.02% of their portfolio Los Angeles, CA 109,001109.0k $6.9m $6.9m 0.02% Reduced -2.9k -2,949
7 Minerva Advisors LLC 3.72% of their portfolio BALA CYNWYD, PA 93,05893.1k $5.9m $5.9m 3.72% Unchanged
8 GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio BOSTON, MA 89,96190.0k $5.7m $5.7m 0.00% Reduced -24.9k -24,855
9 STATE STREET CORP 0.00% of their portfolio BOSTON, MA 70,26370.3k $4.4m $4.4m 0.00% Added +141 +141
10 RICE HALL JAMES & ASSOCIATES, LLC 0.21% of their portfolio San Diego, CA 61,43161.4k $3.9m $3.9m 0.21% Reduced -6.8k -6,792
11 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 57,29457.3k $3.6m $3.6m 0.00% Reduced -862 -862
12 Huber Capital Management LLC 0.48% of their portfolio EL SEGUNDO, CA 47,85247.9k $3.0m $3.0m 0.48% Reduced -7.5k -7,496
13 Bank of New York Mellon Corp 0.00% of their portfolio NEW YORK, NY 45,52845.5k $2.9m $2.9m 0.00% Reduced -3.6k -3,608
14 ISTHMUS PARTNERS, LLC 0.28% of their portfolio MADISON, WI 38,28338.3k $2.4m $2.4m 0.28% Added +4.5k +4,488
15 NORTHERN TRUST CORP 0.00% of their portfolio CHICAGO, IL 31,39731.4k $2.0m $2.0m 0.00% Reduced -2.0k -2,043
16 Cardinal Capital Management 0.21% of their portfolio RALEIGH, NC 24,37724.4k $1.5m $1.5m 0.21% Added +1.6k +1,597
17 Quantinno Capital Management LP 0.00% of their portfolio NEW YORK, NY 22,95623.0k $1.4m $1.4m 0.00% Added +12.3k +12,266
18 BARD ASSOCIATES INC 0.35% of their portfolio CHICAGO, IL 20,77120.8k $1.3m $1.3m 0.35% Added +764 +764
19 MILLENNIUM MANAGEMENT LLC 0.00% of their portfolio NEW YORK, NY 20,55620.6k $1.3m $1.3m 0.00% Reduced -9.4k -9,424
20 EVERETT HARRIS & CO /CA/ 0.01% of their portfolio LOS ANGELES, CA 17,19317.2k $1.1m $1.1m 0.01% Reduced -285 -285
21 PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio BALTIMORE, MD 16,16416.2k $1.0m $1.0m 0.00% Added +46 +46
22 AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio Greenwich, CT 15,40615.4k $970.1k $970.1k 0.00% Added +6.8k +6,786
23 O'SHAUGHNESSY ASSET MANAGEMENT, LLC 0.01% of their portfolio Stamford, CT 14,56614.6k $917.2k $917.2k 0.01% Added +8.7k +8,676
24 Qube Research & Technologies Ltd 0.00% of their portfolio LONDON, X0 13,48813.5k $849.3k $849.3k 0.00% Added +948 +948
25 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 13,40013.4k $843.8k $843.8k 0.00% Reduced -4.4k -4,400
26 LSV ASSET MANAGEMENT 0.00% of their portfolio CHICAGO, IL 12,97413.0k $817.0k $817.0k 0.00% Unchanged
27 FMR LLC 0.00% of their portfolio BOSTON, MA 12,76712.8k $803.9k $803.9k 0.00% Added +5.0k +5,018
28 SEGALL BRYANT & HAMILL, LLC 0.01% of their portfolio CHICAGO, IL 11,53511.5k $726.4k $726.4k 0.01% New
29 Sanctuary Advisors, LLC 0.00% of their portfolio INDIANAPOLIS, IN 11,26611.3k $657.0k $657.0k 0.00% Added +6.8k +6,766
30 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio SAN FRANCISCO, CA 11,15311.2k $702.3k $702.3k 0.00% Reduced -68 -68
31 D. E. Shaw & Co., Inc. 0.00% of their portfolio New York, NY 9,1819.2k $578.1k $578.1k 0.00% Reduced -106 -106
32 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 8,2678.3k $514.4k $514.4k 0.00% Reduced -265 -265
33 AMERICAN CENTURY COMPANIES INC 0.00% of their portfolio KANSAS CITY, MO 8,1788.2k $515.0k $515.0k 0.00% Reduced -577 -577
34 MERCER GLOBAL ADVISORS INC /ADV 0.00% of their portfolio DENVER, CO 7,3277.3k $461.4k $461.4k 0.00% Added +2.8k +2,798
35 TWO SIGMA ADVISERS, LP 0.00% of their portfolio NEW YORK, NY 7,2007.2k $453.4k $453.4k 0.00% Reduced -8.6k -8,600
36 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 6,5256.5k $411.0k $411.0k 0.00% Reduced -5.9k -5,943
37 GLOBEFLEX CAPITAL L P 0.06% of their portfolio SAN DIEGO, CA 6,3366.3k $399.0k $399.0k 0.06% Unchanged
38 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 6,2976.3k $396.5k $396.5k 0.00% Reduced -3.4k -3,447
39 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 6,2706.3k $394.8k $394.8k 0.00% Added +888 +888
40 Invesco Ltd. 0.00% of their portfolio ATLANTA, GA 5,7775.8k $363.8k $363.8k 0.00% Added +822 +822
41 Nuveen, LLC 0.00% of their portfolio CHARLOTTE, NC 5,6695.7k $357.0k $357.0k 0.00% Unchanged
42 Bridge City Capital, LLC 0.09% of their portfolio LAKE OSWEGO, OR 5,6305.6k $354.5k $354.5k 0.09% Added +646 +646
43 TWO SIGMA INVESTMENTS, LP 0.00% of their portfolio NEW YORK, NY 5,4975.5k $346.1k $346.1k 0.00% Reduced -8.2k -8,211
44 SEIZERT CAPITAL PARTNERS, LLC 0.01% of their portfolio BIRMINGHAM, MI 5,4365.4k $342.3k $342.3k 0.01% Unchanged
45 ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.00% of their portfolio BOSTON, MA 5,3285.3k $335.5k $335.5k 0.00% Unchanged
46 ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio NASHVILLE, TN 5,3005.3k $333.7k $333.7k 0.00% Unchanged
47 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 5,1335.1k $323.2k $323.2k 0.00% Added +242 +242
48 Atria Investments, Inc 0.00% of their portfolio Charlotte, NC 5,0875.1k $320.3k $320.3k 0.00% Reduced -1.3k -1,316
49 RITHOLTZ WEALTH MANAGEMENT 0.01% of their portfolio NEW YORK, NY 5,0425.0k $317.5k $317.5k 0.01% New
50 RHUMBLINE ADVISERS 0.00% of their portfolio BOSTON, MA 5,0195.0k $316.0k $316.0k 0.00% Reduced -697 -697
51 BRIDGEWAY CAPITAL MANAGEMENT, LLC 0.01% of their portfolio HOUSTON, TX 5,0005.0k $314.9k $314.9k 0.01% Unchanged
52 BARCLAYS PLC 0.00% of their portfolio LONDON, X0 4,7114.7k $296.7k $296.7k 0.00% Reduced -772 -772
53 EXCHANGE TRADED CONCEPTS, LLC 0.00% of their portfolio Oklahoma City, OK 4,4384.4k $279.5k $279.5k 0.00% Reduced -107 -107
54 Russell Investments Group, Ltd. 0.00% of their portfolio Seattle, WA 4,0574.1k $255.5k $255.5k 0.00% Added +1.3k +1,299
55 Penobscot Investment Management Company, Inc. 0.02% of their portfolio BOSTON, MA 4,0004.0k $251.9k $251.9k 0.02% Unchanged
56 MARTINGALE ASSET MANAGEMENT L P 0.01% of their portfolio BOSTON, MA 3,7143.7k $233.9k $233.9k 0.01% Unchanged
57 SEI INVESTMENTS CO 0.00% of their portfolio OAKS, PA 3,6503.6k $229.8k $229.8k 0.00% Unchanged
58 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 3,5393.5k $222.9k $222.9k 0.00% New
59 Metis Global Partners, LLC 0.01% of their portfolio San Diego, CA 3,4473.4k $217.1k $217.1k 0.01% New
60 &PARTNERS 0.00% of their portfolio NASHVILLE, TN 3,4003.4k $214.1k $214.1k 0.00% New
61 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 3,0823.1k $194.1k $194.1k 0.00% Reduced -3.1k -3,071
62 DEUTSCHE BANK AG\ 0.00% of their portfolio FRANKFURT AM MAIN, 2M 2,9833.0k $187.8k $187.8k 0.00% Unchanged
63 Advisory Services Network, LLC 0.00% of their portfolio ATLANTA, GA 2,5282.5k $159.2k $159.2k 0.00% New
64 UBS Group AG 0.00% of their portfolio ZURICH, V8 2,5282.5k $159.2k $159.2k 0.00% Reduced -565 -565
65 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 2,3462.3k $147.7k $147.7k 0.00% Added +361 +361
66 State of Wyoming 0.02% of their portfolio CHEYENNE, WY 2,3342.3k $147.0k $147.0k 0.02% Added +23 +23
67 MetLife Investment Management, LLC 0.00% of their portfolio Whippany, NJ 2,2022.2k $138.7k $138.7k 0.00% Unchanged
68 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 1,5971.6k $100.6k $100.6k 0.00% Reduced -195 -195
69 NEW YORK STATE COMMON RETIREMENT FUND 0.00% of their portfolio ALBANY, NY 1,4291.4k $90.0k $90.0k 0.00% Unchanged
70 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% of their portfolio CAUSEWAY BAY, K3 1,4221.4k $89.5k $89.5k 0.00% Reduced -348 -348
71 Cornerstone Planning Group LLC 0.00% of their portfolio FAIRFIELD, NJ 1,3491.3k $14.1k $14.1k 0.00% Added +1.3k +1,309
72 CWM, LLC 0.00% of their portfolio OMAHA, NE 1,3301.3k $84.0k $84.0k 0.00% Added +501 +501
73 BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio PARIS, I0 1,0601.1k $66.7k $66.7k 0.00% Added +501 +501
74 Copeland Capital Management, LLC 0.00% of their portfolio Conshohocken, PA 982982 $61.8k $61.8k 0.00% Reduced -9 -9
75 Police & Firemen's Retirement System of New Jersey 0.00% of their portfolio TRENTON, NJ 958958 $60.3k $60.3k 0.00% Unchanged
76 Arax Advisory Partners 0.00% of their portfolio NEW YORK, NY 881881 $55.5k $55.5k 0.00% New
77 PNC Financial Services Group, Inc. 0.00% of their portfolio Pittsburgh, PA 602602 $37.9k $37.9k 0.00% Added +98 +98
78 COMERICA BANK 0.00% of their portfolio DALLAS, TX 541541 $34.1k $34.1k 0.00% Added +440 +440
79 Versant Capital Management, Inc 0.00% of their portfolio PHOENIX, AZ 517517 $32.6k $32.6k 0.00% Added +77 +77
80 Golden State Wealth Management, LLC 0.00% of their portfolio SANTA ANA, CA 500500 $31.5k $31.5k 0.00% Unchanged
81 US BANCORP \DE\ 0.00% of their portfolio MINNEAPOLIS, MN 414414 $26.1k $26.1k 0.00% Unchanged
82 MassMutual Private Wealth & Trust, FSB 0.00% of their portfolio Windsor, CT 395395 $24.9k $24.9k 0.00% Unchanged
83 Ameritas Investment Partners, Inc. 0.00% of their portfolio LINCOLN, NE 296296 $18.6k $18.6k 0.00% Unchanged
84 Legal & General Group Plc 0.00% of their portfolio London, X0 295295 $18.6k $18.6k 0.00% Unchanged
85 CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio WEST SACRAMENTO, CA 246246 $15.5k $15.5k 0.00% Added +1 +1
86 Tower Research Capital LLC (TRC) 0.00% of their portfolio NEW YORK, NY 234234 $14.7k $14.7k 0.00% Reduced -452 -452
87 Federation des caisses Desjardins du Quebec 0.00% of their portfolio LEVIS, A8 225225 $14.2k $14.2k 0.00% Unchanged
88 Fortitude Family Office, LLC 0.00% of their portfolio SCOTTSDALE, AZ 212212 $13.3k $13.3k 0.00% Unchanged
89 Sterling Capital Management LLC 0.00% of their portfolio CHARLOTTE, NC 211211 $13.3k $13.3k 0.00% Added +122 +122
90 CITIGROUP INC 0.00% of their portfolio NEW YORK, NY 186186 $11.7k $11.7k 0.00% Reduced -2.0k -1,970
91 WealthCollab, LLC 0.01% of their portfolio BELLEVUE, WA 186186 $11.7k $11.7k 0.01% Unchanged
92 JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio DES PERES, MO 184184 $11.6k $11.6k 0.00% Added +35 +35
93 Essential Partners LLC 0.00% of their portfolio RANCHO SANTA FE, CA 143143 $9.0k $9.0k 0.00% Added +131 +131
94 GAMMA Investing LLC 0.00% of their portfolio FOSTER CITY, CA 122122 $7.7k $7.7k 0.00% Added +99 +99
95 AMALGAMATED BANK 0.00% of their portfolio NEW YORK, NY 119119 $7.0k $7.0k 0.00% Unchanged
96 MEEDER ASSET MANAGEMENT INC 0.00% of their portfolio DUBLIN, OH 9999 $6.2k $6.2k 0.00% New
97 EverSource Wealth Advisors, LLC 0.00% of their portfolio BIRMINGHAM, AL 9999 $6.2k $6.2k 0.00% Reduced -135 -135
98 Cove Street Capital, LLC 0.01% of their portfolio El Segundo, CA 8787 $5.5k $5.5k 0.01% Unchanged
99 HARBOUR INVESTMENTS, INC. 0.00% of their portfolio MADISON, WI 7878 $4.9k $4.9k 0.00% Unchanged
100 PRINCIPAL SECURITIES, INC. 0.00% of their portfolio DES MOINES, IA 5959 $3.7k $3.7k 0.00% Unchanged