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 ($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
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 |
| Q3 2025 | 117 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| 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 |
| Q3 2025 | 53 | 41 |
Biggest buyers
| BRANDES INVESTMENT PARTNERS, LP | Added | +66.6k |
| Quantinno Capital Management LP | Added | +12.3k |
| SEGALL BRYANT & HAMILL, LLC | New | +11.5k |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | Added | +8.7k |
| AQR CAPITAL MANAGEMENT LLC | Added | +6.8k |
| Sanctuary Advisors, LLC | Added | +6.8k |
| RITHOLTZ WEALTH MANAGEMENT | New | +5.0k |
| FMR LLC | Added | +5.0k |
| ISTHMUS PARTNERS, LLC | Added | +4.5k |
| JANE STREET GROUP, LLC | New | +3.5k |
Biggest sellers
| GEODE CAPITAL MANAGEMENT, LLC | Reduced | -24.9k |
| RENAISSANCE TECHNOLOGIES LLC | Reduced | -12.4k |
| LOS ANGELES CAPITAL MANAGEMENT LLC | Sold out | -11.7k |
| MILLENNIUM MANAGEMENT LLC | Reduced | -9.4k |
| CITADEL ADVISORS LLC | Sold out | -9.4k |
| TWO SIGMA ADVISERS, LP | Reduced | -8.6k |
| TWO SIGMA INVESTMENTS, LP | Reduced | -8.2k |
| Huber Capital Management LLC | Reduced | -7.5k |
| RICE HALL JAMES & ASSOCIATES, LLC | Reduced | -6.8k |
| ROYAL BANK OF CANADA | Reduced | -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.
| 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 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
| Manager | Shares | Change |
|---|---|---|
| BRANDES INVESTMENT PARTNERS, LP 0.17% of their portfolio | 337.9k $21.3m | Added +66.6k |
| RENAISSANCE TECHNOLOGIES LLC 0.02% of their portfolio | 200.9k $12.7m | Reduced -12.4k |
| DIMENSIONAL FUND ADVISORS LP 0.00% of their portfolio | 200.0k $12.6m | Added +2.6k |
| BlackRock, Inc. 0.00% of their portfolio | 179.8k $11.3m | Added +313 |
| VANGUARD GROUP INC 0.00% of their portfolio | 175.6k $11.1m | Reduced -1.5k |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC 0.02% of their portfolio | 109.0k $6.9m | Reduced -2.9k |
| Minerva Advisors LLC 3.72% of their portfolio | 93.1k $5.9m | Unchanged |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 90.0k $5.7m | Reduced -24.9k |
| STATE STREET CORP 0.00% of their portfolio | 70.3k $4.4m | Added +141 |
| RICE HALL JAMES & ASSOCIATES, LLC 0.21% of their portfolio | 61.4k $3.9m | Reduced -6.8k |
| MORGAN STANLEY 0.00% of their portfolio | 57.3k $3.6m | Reduced -862 |
| Huber Capital Management LLC 0.48% of their portfolio | 47.9k $3.0m | Reduced -7.5k |
| Bank of New York Mellon Corp 0.00% of their portfolio | 45.5k $2.9m | Reduced -3.6k |
| ISTHMUS PARTNERS, LLC 0.28% of their portfolio | 38.3k $2.4m | Added +4.5k |
| NORTHERN TRUST CORP 0.00% of their portfolio | 31.4k $2.0m | Reduced -2.0k |
| Cardinal Capital Management 0.21% of their portfolio | 24.4k $1.5m | Added +1.6k |
| Quantinno Capital Management LP 0.00% of their portfolio | 23.0k $1.4m | Added +12.3k |
| BARD ASSOCIATES INC 0.35% of their portfolio | 20.8k $1.3m | Added +764 |
| MILLENNIUM MANAGEMENT LLC 0.00% of their portfolio | 20.6k $1.3m | Reduced -9.4k |
| EVERETT HARRIS & CO /CA/ 0.01% of their portfolio | 17.2k $1.1m | Reduced -285 |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 16.2k $1.0m | Added +46 |
| AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 15.4k $970.1k | Added +6.8k |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC 0.01% of their portfolio | 14.6k $917.2k | Added +8.7k |
| Qube Research & Technologies Ltd 0.00% of their portfolio | 13.5k $849.3k | Added +948 |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 13.4k $843.8k | Reduced -4.4k |
| LSV ASSET MANAGEMENT 0.00% of their portfolio | 13.0k $817.0k | Unchanged |
| FMR LLC 0.00% of their portfolio | 12.8k $803.9k | Added +5.0k |
| SEGALL BRYANT & HAMILL, LLC 0.01% of their portfolio | 11.5k $726.4k | New |
| Sanctuary Advisors, LLC 0.00% of their portfolio | 11.3k $657.0k | Added +6.8k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio | 11.2k $702.3k | Reduced -68 |
| D. E. Shaw & Co., Inc. 0.00% of their portfolio | 9.2k $578.1k | Reduced -106 |
| OSAIC HOLDINGS, INC. 0.00% of their portfolio | 8.3k $514.4k | Reduced -265 |
| AMERICAN CENTURY COMPANIES INC 0.00% of their portfolio | 8.2k $515.0k | Reduced -577 |
| MERCER GLOBAL ADVISORS INC /ADV 0.00% of their portfolio | 7.3k $461.4k | Added +2.8k |
| TWO SIGMA ADVISERS, LP 0.00% of their portfolio | 7.2k $453.4k | Reduced -8.6k |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 6.5k $411.0k | Reduced -5.9k |
| GLOBEFLEX CAPITAL L P 0.06% of their portfolio | 6.3k $399.0k | Unchanged |
| ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio | 6.3k $396.5k | Reduced -3.4k |
| LPL Financial LLC 0.00% of their portfolio | 6.3k $394.8k | Added +888 |
| Invesco Ltd. 0.00% of their portfolio | 5.8k $363.8k | Added +822 |
| Nuveen, LLC 0.00% of their portfolio | 5.7k $357.0k | Unchanged |
| Bridge City Capital, LLC 0.09% of their portfolio | 5.6k $354.5k | Added +646 |
| TWO SIGMA INVESTMENTS, LP 0.00% of their portfolio | 5.5k $346.1k | Reduced -8.2k |
| SEIZERT CAPITAL PARTNERS, LLC 0.01% of their portfolio | 5.4k $342.3k | Unchanged |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.00% of their portfolio | 5.3k $335.5k | Unchanged |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 5.3k $333.7k | Unchanged |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 5.1k $323.2k | Added +242 |
| Atria Investments, Inc 0.00% of their portfolio | 5.1k $320.3k | Reduced -1.3k |
| RITHOLTZ WEALTH MANAGEMENT 0.01% of their portfolio | 5.0k $317.5k | New |
| RHUMBLINE ADVISERS 0.00% of their portfolio | 5.0k $316.0k | Reduced -697 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC 0.01% of their portfolio | 5.0k $314.9k | Unchanged |
| BARCLAYS PLC 0.00% of their portfolio | 4.7k $296.7k | Reduced -772 |
| EXCHANGE TRADED CONCEPTS, LLC 0.00% of their portfolio | 4.4k $279.5k | Reduced -107 |
| Russell Investments Group, Ltd. 0.00% of their portfolio | 4.1k $255.5k | Added +1.3k |
| Penobscot Investment Management Company, Inc. 0.02% of their portfolio | 4.0k $251.9k | Unchanged |
| MARTINGALE ASSET MANAGEMENT L P 0.01% of their portfolio | 3.7k $233.9k | Unchanged |
| SEI INVESTMENTS CO 0.00% of their portfolio | 3.6k $229.8k | Unchanged |
| JANE STREET GROUP, LLC 0.00% of their portfolio | 3.5k $222.9k | New |
| Metis Global Partners, LLC 0.01% of their portfolio | 3.4k $217.1k | New |
| &PARTNERS 0.00% of their portfolio | 3.4k $214.1k | New |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 3.1k $194.1k | Reduced -3.1k |
| DEUTSCHE BANK AG\ 0.00% of their portfolio | 3.0k $187.8k | Unchanged |
| Advisory Services Network, LLC 0.00% of their portfolio | 2.5k $159.2k | New |
| UBS Group AG 0.00% of their portfolio | 2.5k $159.2k | Reduced -565 |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 2.3k $147.7k | Added +361 |
| State of Wyoming 0.02% of their portfolio | 2.3k $147.0k | Added +23 |
| MetLife Investment Management, LLC 0.00% of their portfolio | 2.2k $138.7k | Unchanged |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 1.6k $100.6k | Reduced -195 |
| NEW YORK STATE COMMON RETIREMENT FUND 0.00% of their portfolio | 1.4k $90.0k | Unchanged |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% of their portfolio | 1.4k $89.5k | Reduced -348 |
| Cornerstone Planning Group LLC 0.00% of their portfolio | 1.3k $14.1k | Added +1.3k |
| CWM, LLC 0.00% of their portfolio | 1.3k $84.0k | Added +501 |
| BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio | 1.1k $66.7k | Added +501 |
| Copeland Capital Management, LLC 0.00% of their portfolio | 982 $61.8k | Reduced -9 |
| Police & Firemen's Retirement System of New Jersey 0.00% of their portfolio | 958 $60.3k | Unchanged |
| Arax Advisory Partners 0.00% of their portfolio | 881 $55.5k | New |
| PNC Financial Services Group, Inc. 0.00% of their portfolio | 602 $37.9k | Added +98 |
| COMERICA BANK 0.00% of their portfolio | 541 $34.1k | Added +440 |
| Versant Capital Management, Inc 0.00% of their portfolio | 517 $32.6k | Added +77 |
| Golden State Wealth Management, LLC 0.00% of their portfolio | 500 $31.5k | Unchanged |
| US BANCORP \DE\ 0.00% of their portfolio | 414 $26.1k | Unchanged |
| MassMutual Private Wealth & Trust, FSB 0.00% of their portfolio | 395 $24.9k | Unchanged |
| Ameritas Investment Partners, Inc. 0.00% of their portfolio | 296 $18.6k | Unchanged |
| Legal & General Group Plc 0.00% of their portfolio | 295 $18.6k | Unchanged |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio | 246 $15.5k | Added +1 |
| Tower Research Capital LLC (TRC) 0.00% of their portfolio | 234 $14.7k | Reduced -452 |
| Federation des caisses Desjardins du Quebec 0.00% of their portfolio | 225 $14.2k | Unchanged |
| Fortitude Family Office, LLC 0.00% of their portfolio | 212 $13.3k | Unchanged |
| Sterling Capital Management LLC 0.00% of their portfolio | 211 $13.3k | Added +122 |
| CITIGROUP INC 0.00% of their portfolio | 186 $11.7k | Reduced -2.0k |
| WealthCollab, LLC 0.01% of their portfolio | 186 $11.7k | Unchanged |
| JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio | 184 $11.6k | Added +35 |
| Essential Partners LLC 0.00% of their portfolio | 143 $9.0k | Added +131 |
| GAMMA Investing LLC 0.00% of their portfolio | 122 $7.7k | Added +99 |
| AMALGAMATED BANK 0.00% of their portfolio | 119 $7.0k | Unchanged |
| MEEDER ASSET MANAGEMENT INC 0.00% of their portfolio | 99 $6.2k | New |
| EverSource Wealth Advisors, LLC 0.00% of their portfolio | 99 $6.2k | Reduced -135 |
| Cove Street Capital, LLC 0.01% of their portfolio | 87 $5.5k | Unchanged |
| HARBOUR INVESTMENTS, INC. 0.00% of their portfolio | 78 $4.9k | Unchanged |
| PRINCIPAL SECURITIES, INC. 0.00% of their portfolio | 59 $3.7k | Unchanged |