Vault-13

UTAH MED PRODS INC UTMD

COM · Common Stock · CUSIP 917488108

117 institutional holders +0 vs Q3 2025
2,099,4342.1m shares reported held*
65.5% of all shares outstanding*
$117.5mreported value*
9 new 33 added 50 reduced 9 sold out net sold ≈ $4.3m (-77.2k 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 ($6.2k 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 ≈ $55.98.

Trends to Q4 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: 117Q4 25: 117117Q3 22Q2 23Q1 24Q4 24Q4 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
Q4 2025117

Buyers vs sellers

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

Bought or addedCut or sold out
1000100Q1 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 25Q3 25: 53 bought or addedQ3 25: 41 cut or sold outQ4 25: 42 bought or addedQ4 25: 59 cut or sold outQ4 25
Numbers
QuarterBought or addedCut or sold out
Q1 20245741
Q2 20245650
Q3 20246035
Q4 20245653
Q1 20254951
Q2 20255253
Q3 20255341
Q4 20254259

Biggest buyers

BRANDES INVESTMENT PARTNERS, LP Added +13,392+13.4k
CITADEL ADVISORS LLC New +10,954+11.0k
GOLDMAN SACHS GROUP INC Added +5,900+5.9k
BlackRock, Inc. Added +4,715+4.7k
EVERETT HARRIS & CO /CA/ Added +4,151+4.2k
JANE STREET GROUP, LLC Added +3,901+3.9k
RICE HALL JAMES & ASSOCIATES, LLC Added +2,967+3.0k
Qube Research & Technologies Ltd Added +1,786+1.8k
WELLS FARGO & COMPANY/MN Added +1,779+1.8k
Bridge City Capital, LLC Added +1,254+1.3k

Biggest sellers

ISTHMUS PARTNERS, LLC Reduced -29,050-29.1k
MORGAN STANLEY Reduced -13,589-13.6k
Sanctuary Advisors, LLC Sold out -11,266-11.3k
Huber Capital Management LLC Reduced -11,012-11.0k
Bank of New York Mellon Corp Reduced -9,989-10.0k
RENAISSANCE TECHNOLOGIES LLC Reduced -7,300-7.3k
GLOBEFLEX CAPITAL L P Sold out -6,336-6.3k
AQR CAPITAL MANAGEMENT LLC Reduced -4,757-4.8k
EXCHANGE TRADED CONCEPTS, LLC Sold out -4,438-4.4k
MILLENNIUM MANAGEMENT LLC Reduced -4,208-4.2k

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 Q4 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 Q4 2025.

Holders, Q4 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 BRANDES INVESTMENT PARTNERS, LP 0.15% of their portfolio LA JOLLA, CA 351,322351.3k $19.7m $19.7m 0.15% Added +13.4k +13,392
2 DIMENSIONAL FUND ADVISORS LP 0.00% of their portfolio AUSTIN, TX 196,509196.5k $11.0m $11.0m 0.00% Reduced -3.5k -3,523
3 RENAISSANCE TECHNOLOGIES LLC 0.02% of their portfolio NEW YORK, NY 193,614193.6k $10.8m $10.8m 0.02% Reduced -7.3k -7,300
4 BlackRock, Inc. 0.00% of their portfolio New York, NY 184,537184.5k $10.3m $10.3m 0.00% Added +4.7k +4,715
5 VANGUARD GROUP INC 0.00% of their portfolio Valley Forge, PA 175,971176.0k $9.8m $9.8m 0.00% Added +344 +344
6 HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC 0.02% of their portfolio Los Angeles, CA 109,001109.0k $6.1m $6.1m 0.02% Unchanged
7 Minerva Advisors LLC 3.50% of their portfolio BALA CYNWYD, PA 93,61593.6k $5.2m $5.2m 3.50% Added +557 +557
8 GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio BOSTON, MA 87,79587.8k $4.9m $4.9m 0.00% Reduced -2.2k -2,166
9 STATE STREET CORP 0.00% of their portfolio BOSTON, MA 68,00768.0k $3.8m $3.8m 0.00% Reduced -2.3k -2,256
10 RICE HALL JAMES & ASSOCIATES, LLC 0.20% of their portfolio San Diego, CA 64,39864.4k $3.6m $3.6m 0.20% Added +3.0k +2,967
11 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 43,70543.7k $2.4m $2.4m 0.00% Reduced -13.6k -13,589
12 Huber Capital Management LLC 0.30% of their portfolio EL SEGUNDO, CA 36,84036.8k $2.1m $2.1m 0.30% Reduced -11.0k -11,012
13 Bank of New York Mellon Corp 0.00% of their portfolio NEW YORK, NY 35,53935.5k $2.0m $2.0m 0.00% Reduced -10.0k -9,989
14 NORTHERN TRUST CORP 0.00% of their portfolio CHICAGO, IL 29,27729.3k $1.6m $1.6m 0.00% Reduced -2.1k -2,120
15 Cardinal Capital Management 0.18% of their portfolio RALEIGH, NC 24,83624.8k $1.4m $1.4m 0.18% Added +459 +459
16 Quantinno Capital Management LP 0.00% of their portfolio NEW YORK, NY 23,69523.7k $1.3m $1.3m 0.00% Added +739 +739
17 EVERETT HARRIS & CO /CA/ 0.01% of their portfolio LOS ANGELES, CA 21,34421.3k $1.2m $1.2m 0.01% Added +4.2k +4,151
18 BARD ASSOCIATES INC 0.26% of their portfolio CHICAGO, IL 18,20018.2k $1.0m $1.0m 0.26% Reduced -2.6k -2,571
19 MILLENNIUM MANAGEMENT LLC 0.00% of their portfolio NEW YORK, NY 16,34816.3k $914.8k $914.8k 0.00% Reduced -4.2k -4,208
20 Qube Research & Technologies Ltd 0.00% of their portfolio LONDON, X0 15,27415.3k $854.7k $854.7k 0.00% Added +1.8k +1,786
21 O'SHAUGHNESSY ASSET MANAGEMENT, LLC 0.00% of their portfolio Stamford, CT 14,90314.9k $834.0k $834.0k 0.00% Added +337 +337
22 PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio BALTIMORE, MD 14,68014.7k $823.0k $823.0k 0.00% Reduced -1.5k -1,484
23 LSV ASSET MANAGEMENT 0.00% of their portfolio CHICAGO, IL 13,47413.5k $754.0k $754.0k 0.00% Added +500 +500
24 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 13,40013.4k $749.9k $749.9k 0.00% Unchanged
25 FMR LLC 0.00% of their portfolio BOSTON, MA 13,24013.2k $740.9k $740.9k 0.00% Added +473 +473
26 SEGALL BRYANT & HAMILL, LLC 0.01% of their portfolio CHICAGO, IL 11,48211.5k $642.5k $642.5k 0.01% Reduced -53 -53
27 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 11,03311.0k $617.4k $617.4k 0.00% Added +5.9k +5,900
28 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 10,95411.0k $613.0k $613.0k 0.00% New
29 AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio Greenwich, CT 10,64910.6k $595.9k $595.9k 0.00% Reduced -4.8k -4,757
30 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio SAN FRANCISCO, CA 10,43310.4k $583.8k $583.8k 0.00% Reduced -720 -720
31 ISTHMUS PARTNERS, LLC 0.06% of their portfolio MADISON, WI 9,2339.2k $516.7k $516.7k 0.06% Reduced -29.1k -29,050
32 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 9,0069.0k $504.0k $504.0k 0.00% Added +739 +739
33 D. E. Shaw & Co., Inc. 0.00% of their portfolio New York, NY 8,8358.8k $494.4k $494.4k 0.00% Reduced -346 -346
34 MERCER GLOBAL ADVISORS INC /ADV 0.00% of their portfolio DENVER, CO 7,8057.8k $436.8k $436.8k 0.00% Added +478 +478
35 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 7,4407.4k $416.3k $416.3k 0.00% Added +3.9k +3,901
36 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 7,3727.4k $412.5k $412.5k 0.00% Added +1.1k +1,102
37 AMERICAN CENTURY COMPANIES INC 0.00% of their portfolio KANSAS CITY, MO 7,3007.3k $408.5k $408.5k 0.00% Reduced -878 -878
38 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 7,1007.1k $398.0k $398.0k 0.00% Added +575 +575
39 Bridge City Capital, LLC 0.11% of their portfolio LAKE OSWEGO, OR 6,8846.9k $385.2k $385.2k 0.11% Added +1.3k +1,254
40 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 6,6116.6k $369.9k $369.9k 0.00% Added +314 +314
41 Invesco Ltd. 0.00% of their portfolio ATLANTA, GA 6,0206.0k $336.9k $336.9k 0.00% Added +243 +243
42 Nuveen, LLC 0.00% of their portfolio CHARLOTTE, NC 5,6695.7k $317.2k $317.2k 0.00% Unchanged
43 BARCLAYS PLC 0.00% of their portfolio LONDON, X0 5,6195.6k $314.4k $314.4k 0.00% Added +908 +908
44 RITHOLTZ WEALTH MANAGEMENT 0.01% of their portfolio NEW YORK, NY 5,5145.5k $308.6k $308.6k 0.01% Added +472 +472
45 SEIZERT CAPITAL PARTNERS, LLC 0.01% of their portfolio BIRMINGHAM, MI 5,4365.4k $304.2k $304.2k 0.01% Unchanged
46 ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.00% of their portfolio BOSTON, MA 5,3285.3k $298.2k $298.2k 0.00% Unchanged
47 ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio NASHVILLE, TN 5,3005.3k $296.6k $296.6k 0.00% Unchanged
48 TWO SIGMA INVESTMENTS, LP 0.00% of their portfolio NEW YORK, NY 5,1535.2k $288.4k $288.4k 0.00% Reduced -344 -344
49 BRIDGEWAY CAPITAL MANAGEMENT, LLC 0.01% of their portfolio HOUSTON, TX 5,0005.0k $279.8k $279.8k 0.01% Unchanged
50 Atria Investments, Inc 0.00% of their portfolio Charlotte, NC 4,9254.9k $275.6k $275.6k 0.00% Reduced -162 -162
51 TWO SIGMA ADVISERS, LP 0.00% of their portfolio NEW YORK, NY 4,9004.9k $274.2k $274.2k 0.00% Reduced -2.3k -2,300
52 RHUMBLINE ADVISERS 0.00% of their portfolio BOSTON, MA 4,1754.2k $233.6k $233.6k 0.00% Reduced -844 -844
53 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 4,1254.1k $230.8k $230.8k 0.00% Added +1.8k +1,779
54 Penobscot Investment Management Company, Inc. 0.02% of their portfolio BOSTON, MA 4,0004.0k $223.8k $223.8k 0.02% Unchanged
55 &PARTNERS 0.00% of their portfolio NASHVILLE, TN 3,7963.8k $212.4k $212.4k 0.00% Added +396 +396
56 MARTINGALE ASSET MANAGEMENT L P 0.01% of their portfolio BOSTON, MA 3,7113.7k $207.7k $207.7k 0.01% Reduced -3 -3
57 SEI INVESTMENTS CO 0.00% of their portfolio OAKS, PA 3,6783.7k $205.8k $205.8k 0.00% Added +28 +28
58 Russell Investments Group, Ltd. 0.00% of their portfolio Seattle, WA 2,8212.8k $157.8k $157.8k 0.00% Reduced -1.2k -1,236
59 State of Wyoming 0.02% of their portfolio CHEYENNE, WY 2,8102.8k $157.2k $157.2k 0.02% Added +476 +476
60 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 2,7172.7k $152.0k $152.0k 0.00% Added +1.1k +1,120
61 MetLife Investment Management, LLC 0.00% of their portfolio Whippany, NJ 2,2022.2k $123.2k $123.2k 0.00% Unchanged
62 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 1,5051.5k $84.2k $84.2k 0.00% Reduced -1.6k -1,577
63 NEW YORK STATE COMMON RETIREMENT FUND 0.00% of their portfolio ALBANY, NY 1,4291.4k $80.0k $80.0k 0.00% Unchanged
64 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% of their portfolio CAUSEWAY BAY, K3 1,4031.4k $78.5k $78.5k 0.00% Reduced -19 -19
65 Copeland Capital Management, LLC 0.00% of their portfolio Conshohocken, PA 982982 $55.0k $55.0k 0.00% Unchanged
66 Police & Firemen's Retirement System of New Jersey 0.00% of their portfolio TRENTON, NJ 958958 $53.6k $53.6k 0.00% Unchanged
67 CWM, LLC 0.00% of their portfolio OMAHA, NE 957957 $54.0k $54.0k 0.00% Reduced -373 -373
68 BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio PARIS, I0 648648 $36.3k $36.3k 0.00% Reduced -412 -412
69 PNC Financial Services Group, Inc. 0.00% of their portfolio Pittsburgh, PA 510510 $28.5k $28.5k 0.00% Reduced -92 -92
70 Golden State Wealth Management, LLC 0.00% of their portfolio SANTA ANA, CA 500500 $28.0k $28.0k 0.00% Unchanged
71 Versant Capital Management, Inc 0.00% of their portfolio PHOENIX, AZ 440440 $24.6k $24.6k 0.00% Reduced -77 -77
72 US BANCORP \DE\ 0.00% of their portfolio MINNEAPOLIS, MN 436436 $24.4k $24.4k 0.00% Added +22 +22
73 MassMutual Private Wealth & Trust, FSB 0.00% of their portfolio Windsor, CT 374374 $20.9k $20.9k 0.00% Reduced -21 -21
74 JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio DES PERES, MO 344344 $19.2k $19.2k 0.00% Added +160 +160
75 Pinnacle Wealth Planning Services, Inc. 0.00% of their portfolio MANSFIELD, OH 338338 $18.9k $18.9k 0.00% New
76 DEUTSCHE BANK AG\ 0.00% of their portfolio FRANKFURT AM MAIN, 2M 321321 $18.0k $18.0k 0.00% Reduced -2.7k -2,662
77 UBS Group AG 0.00% of their portfolio ZURICH, V8 314314 $17.6k $17.6k 0.00% Reduced -2.2k -2,214
78 North Star Investment Management Corp. 0.00% of their portfolio CHICAGO, IL 313313 $17.5k $17.5k 0.00% New
79 Ameritas Investment Partners, Inc. 0.00% of their portfolio LINCOLN, NE 296296 $16.6k $16.6k 0.00% Unchanged
80 Legal & General Group Plc 0.00% of their portfolio London, X0 295295 $16.5k $16.5k 0.00% Unchanged
81 Rockefeller Capital Management L.P. 0.00% of their portfolio NEW YORK, NY 273273 $15.3k $15.3k 0.00% New
82 Federation des caisses Desjardins du Quebec 0.00% of their portfolio LEVIS, A8 225225 $12.6k $12.6k 0.00% Unchanged
83 Tower Research Capital LLC (TRC) 0.00% of their portfolio NEW YORK, NY 207207 $11.6k $11.6k 0.00% Reduced -27 -27
84 NISA INVESTMENT ADVISORS, LLC 0.00% of their portfolio ST. LOUIS, MO 198198 $11.1k $11.1k 0.00% Added +166 +166
85 CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio WEST SACRAMENTO, CA 186186 $10.4k $10.4k 0.00% Reduced -60 -60
86 WealthCollab, LLC 0.00% of their portfolio BELLEVUE, WA 186186 $10.4k $10.4k 0.00% Unchanged
87 Sterling Capital Management LLC 0.00% of their portfolio CHARLOTTE, NC 174174 $9.7k $9.7k 0.00% Reduced -37 -37
88 CITIGROUP INC 0.00% of their portfolio NEW YORK, NY 136136 $7.6k $7.6k 0.00% Reduced -50 -50
89 COMERICA BANK 0.00% of their portfolio DALLAS, TX 101101 $5.7k $5.7k 0.00% Reduced -440 -440
90 MEEDER ASSET MANAGEMENT INC 0.00% of their portfolio DUBLIN, OH 9999 $5.5k $5.5k 0.00% Unchanged
91 UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio NEW YORK, NY 9696 $5.4k $5.4k 0.00% New
92 AMALGAMATED BANK 0.00% of their portfolio NEW YORK, NY 9595 $5.0k $5.0k 0.00% Reduced -24 -24
93 Essential Partners LLC 0.00% of their portfolio RANCHO SANTA FE, CA 8787 $4.9k $4.9k 0.00% Reduced -56 -56
94 GAMMA Investing LLC 0.00% of their portfolio FOSTER CITY, CA 7171 $4.0k $4.0k 0.00% Reduced -51 -51
95 SIGNATUREFD, LLC 0.00% of their portfolio ATLANTA, GA 6767 $3.7k $3.7k 0.00% New
96 EverSource Wealth Advisors, LLC 0.00% of their portfolio BIRMINGHAM, AL 6262 $3.5k $3.5k 0.00% Reduced -37 -37
97 Avion Wealth 0.00% of their portfolio THE WOODLANDS, TX 4848 $2.0k $2.0k 0.00% Unchanged
98 Physician Wealth Advisors, Inc. 0.00% of their portfolio MIDVALE, UT 4646 $2.6k $2.6k 0.00% Unchanged
99 Optiver Holding B.V. 0.00% of their portfolio AMSTERDAM, P7 3434 $1.9k $1.9k 0.00% Unchanged
100 True Wealth Design, LLC 0.00% of their portfolio AKRON, OH 3434 $1.9k $1.9k 0.00% Reduced -10 -10