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 ($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
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 |
| Q4 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 |
|---|---|---|
| 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 |
| Q4 2025 | 42 | 59 |
Biggest buyers
| BRANDES INVESTMENT PARTNERS, LP | Added | +13.4k |
| CITADEL ADVISORS LLC | New | +11.0k |
| GOLDMAN SACHS GROUP INC | Added | +5.9k |
| BlackRock, Inc. | Added | +4.7k |
| EVERETT HARRIS & CO /CA/ | Added | +4.2k |
| JANE STREET GROUP, LLC | Added | +3.9k |
| RICE HALL JAMES & ASSOCIATES, LLC | Added | +3.0k |
| Qube Research & Technologies Ltd | Added | +1.8k |
| WELLS FARGO & COMPANY/MN | Added | +1.8k |
| Bridge City Capital, LLC | Added | +1.3k |
Biggest sellers
| ISTHMUS PARTNERS, LLC | Reduced | -29.1k |
| MORGAN STANLEY | Reduced | -13.6k |
| Sanctuary Advisors, LLC | Sold out | -11.3k |
| Huber Capital Management LLC | Reduced | -11.0k |
| Bank of New York Mellon Corp | Reduced | -10.0k |
| RENAISSANCE TECHNOLOGIES LLC | Reduced | -7.3k |
| GLOBEFLEX CAPITAL L P | Sold out | -6.3k |
| AQR CAPITAL MANAGEMENT LLC | Reduced | -4.8k |
| EXCHANGE TRADED CONCEPTS, LLC | Sold out | -4.4k |
| MILLENNIUM MANAGEMENT LLC | Reduced | -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.
| 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 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
| Manager | Shares | Change |
|---|---|---|
| BRANDES INVESTMENT PARTNERS, LP 0.15% of their portfolio | 351.3k $19.7m | Added +13.4k |
| DIMENSIONAL FUND ADVISORS LP 0.00% of their portfolio | 196.5k $11.0m | Reduced -3.5k |
| RENAISSANCE TECHNOLOGIES LLC 0.02% of their portfolio | 193.6k $10.8m | Reduced -7.3k |
| BlackRock, Inc. 0.00% of their portfolio | 184.5k $10.3m | Added +4.7k |
| VANGUARD GROUP INC 0.00% of their portfolio | 176.0k $9.8m | Added +344 |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC 0.02% of their portfolio | 109.0k $6.1m | Unchanged |
| Minerva Advisors LLC 3.50% of their portfolio | 93.6k $5.2m | Added +557 |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 87.8k $4.9m | Reduced -2.2k |
| STATE STREET CORP 0.00% of their portfolio | 68.0k $3.8m | Reduced -2.3k |
| RICE HALL JAMES & ASSOCIATES, LLC 0.20% of their portfolio | 64.4k $3.6m | Added +3.0k |
| MORGAN STANLEY 0.00% of their portfolio | 43.7k $2.4m | Reduced -13.6k |
| Huber Capital Management LLC 0.30% of their portfolio | 36.8k $2.1m | Reduced -11.0k |
| Bank of New York Mellon Corp 0.00% of their portfolio | 35.5k $2.0m | Reduced -10.0k |
| NORTHERN TRUST CORP 0.00% of their portfolio | 29.3k $1.6m | Reduced -2.1k |
| Cardinal Capital Management 0.18% of their portfolio | 24.8k $1.4m | Added +459 |
| Quantinno Capital Management LP 0.00% of their portfolio | 23.7k $1.3m | Added +739 |
| EVERETT HARRIS & CO /CA/ 0.01% of their portfolio | 21.3k $1.2m | Added +4.2k |
| BARD ASSOCIATES INC 0.26% of their portfolio | 18.2k $1.0m | Reduced -2.6k |
| MILLENNIUM MANAGEMENT LLC 0.00% of their portfolio | 16.3k $914.8k | Reduced -4.2k |
| Qube Research & Technologies Ltd 0.00% of their portfolio | 15.3k $854.7k | Added +1.8k |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC 0.00% of their portfolio | 14.9k $834.0k | Added +337 |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 14.7k $823.0k | Reduced -1.5k |
| LSV ASSET MANAGEMENT 0.00% of their portfolio | 13.5k $754.0k | Added +500 |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 13.4k $749.9k | Unchanged |
| FMR LLC 0.00% of their portfolio | 13.2k $740.9k | Added +473 |
| SEGALL BRYANT & HAMILL, LLC 0.01% of their portfolio | 11.5k $642.5k | Reduced -53 |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 11.0k $617.4k | Added +5.9k |
| CITADEL ADVISORS LLC 0.00% of their portfolio | 11.0k $613.0k | New |
| AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 10.6k $595.9k | Reduced -4.8k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio | 10.4k $583.8k | Reduced -720 |
| ISTHMUS PARTNERS, LLC 0.06% of their portfolio | 9.2k $516.7k | Reduced -29.1k |
| OSAIC HOLDINGS, INC. 0.00% of their portfolio | 9.0k $504.0k | Added +739 |
| D. E. Shaw & Co., Inc. 0.00% of their portfolio | 8.8k $494.4k | Reduced -346 |
| MERCER GLOBAL ADVISORS INC /ADV 0.00% of their portfolio | 7.8k $436.8k | Added +478 |
| JANE STREET GROUP, LLC 0.00% of their portfolio | 7.4k $416.3k | Added +3.9k |
| LPL Financial LLC 0.00% of their portfolio | 7.4k $412.5k | Added +1.1k |
| AMERICAN CENTURY COMPANIES INC 0.00% of their portfolio | 7.3k $408.5k | Reduced -878 |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 7.1k $398.0k | Added +575 |
| Bridge City Capital, LLC 0.11% of their portfolio | 6.9k $385.2k | Added +1.3k |
| ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio | 6.6k $369.9k | Added +314 |
| Invesco Ltd. 0.00% of their portfolio | 6.0k $336.9k | Added +243 |
| Nuveen, LLC 0.00% of their portfolio | 5.7k $317.2k | Unchanged |
| BARCLAYS PLC 0.00% of their portfolio | 5.6k $314.4k | Added +908 |
| RITHOLTZ WEALTH MANAGEMENT 0.01% of their portfolio | 5.5k $308.6k | Added +472 |
| SEIZERT CAPITAL PARTNERS, LLC 0.01% of their portfolio | 5.4k $304.2k | Unchanged |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.00% of their portfolio | 5.3k $298.2k | Unchanged |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 5.3k $296.6k | Unchanged |
| TWO SIGMA INVESTMENTS, LP 0.00% of their portfolio | 5.2k $288.4k | Reduced -344 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC 0.01% of their portfolio | 5.0k $279.8k | Unchanged |
| Atria Investments, Inc 0.00% of their portfolio | 4.9k $275.6k | Reduced -162 |
| TWO SIGMA ADVISERS, LP 0.00% of their portfolio | 4.9k $274.2k | Reduced -2.3k |
| RHUMBLINE ADVISERS 0.00% of their portfolio | 4.2k $233.6k | Reduced -844 |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 4.1k $230.8k | Added +1.8k |
| Penobscot Investment Management Company, Inc. 0.02% of their portfolio | 4.0k $223.8k | Unchanged |
| &PARTNERS 0.00% of their portfolio | 3.8k $212.4k | Added +396 |
| MARTINGALE ASSET MANAGEMENT L P 0.01% of their portfolio | 3.7k $207.7k | Reduced -3 |
| SEI INVESTMENTS CO 0.00% of their portfolio | 3.7k $205.8k | Added +28 |
| Russell Investments Group, Ltd. 0.00% of their portfolio | 2.8k $157.8k | Reduced -1.2k |
| State of Wyoming 0.02% of their portfolio | 2.8k $157.2k | Added +476 |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 2.7k $152.0k | Added +1.1k |
| MetLife Investment Management, LLC 0.00% of their portfolio | 2.2k $123.2k | Unchanged |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 1.5k $84.2k | Reduced -1.6k |
| NEW YORK STATE COMMON RETIREMENT FUND 0.00% of their portfolio | 1.4k $80.0k | Unchanged |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% of their portfolio | 1.4k $78.5k | Reduced -19 |
| Copeland Capital Management, LLC 0.00% of their portfolio | 982 $55.0k | Unchanged |
| Police & Firemen's Retirement System of New Jersey 0.00% of their portfolio | 958 $53.6k | Unchanged |
| CWM, LLC 0.00% of their portfolio | 957 $54.0k | Reduced -373 |
| BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio | 648 $36.3k | Reduced -412 |
| PNC Financial Services Group, Inc. 0.00% of their portfolio | 510 $28.5k | Reduced -92 |
| Golden State Wealth Management, LLC 0.00% of their portfolio | 500 $28.0k | Unchanged |
| Versant Capital Management, Inc 0.00% of their portfolio | 440 $24.6k | Reduced -77 |
| US BANCORP \DE\ 0.00% of their portfolio | 436 $24.4k | Added +22 |
| MassMutual Private Wealth & Trust, FSB 0.00% of their portfolio | 374 $20.9k | Reduced -21 |
| JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio | 344 $19.2k | Added +160 |
| Pinnacle Wealth Planning Services, Inc. 0.00% of their portfolio | 338 $18.9k | New |
| DEUTSCHE BANK AG\ 0.00% of their portfolio | 321 $18.0k | Reduced -2.7k |
| UBS Group AG 0.00% of their portfolio | 314 $17.6k | Reduced -2.2k |
| North Star Investment Management Corp. 0.00% of their portfolio | 313 $17.5k | New |
| Ameritas Investment Partners, Inc. 0.00% of their portfolio | 296 $16.6k | Unchanged |
| Legal & General Group Plc 0.00% of their portfolio | 295 $16.5k | Unchanged |
| Rockefeller Capital Management L.P. 0.00% of their portfolio | 273 $15.3k | New |
| Federation des caisses Desjardins du Quebec 0.00% of their portfolio | 225 $12.6k | Unchanged |
| Tower Research Capital LLC (TRC) 0.00% of their portfolio | 207 $11.6k | Reduced -27 |
| NISA INVESTMENT ADVISORS, LLC 0.00% of their portfolio | 198 $11.1k | Added +166 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio | 186 $10.4k | Reduced -60 |
| WealthCollab, LLC 0.00% of their portfolio | 186 $10.4k | Unchanged |
| Sterling Capital Management LLC 0.00% of their portfolio | 174 $9.7k | Reduced -37 |
| CITIGROUP INC 0.00% of their portfolio | 136 $7.6k | Reduced -50 |
| COMERICA BANK 0.00% of their portfolio | 101 $5.7k | Reduced -440 |
| MEEDER ASSET MANAGEMENT INC 0.00% of their portfolio | 99 $5.5k | Unchanged |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio | 96 $5.4k | New |
| AMALGAMATED BANK 0.00% of their portfolio | 95 $5.0k | Reduced -24 |
| Essential Partners LLC 0.00% of their portfolio | 87 $4.9k | Reduced -56 |
| GAMMA Investing LLC 0.00% of their portfolio | 71 $4.0k | Reduced -51 |
| SIGNATUREFD, LLC 0.00% of their portfolio | 67 $3.7k | New |
| EverSource Wealth Advisors, LLC 0.00% of their portfolio | 62 $3.5k | Reduced -37 |
| Avion Wealth 0.00% of their portfolio | 48 $2.0k | Unchanged |
| Physician Wealth Advisors, Inc. 0.00% of their portfolio | 46 $2.6k | Unchanged |
| Optiver Holding B.V. 0.00% of their portfolio | 34 $1.9k | Unchanged |
| True Wealth Design, LLC 0.00% of their portfolio | 34 $1.9k | Reduced -10 |