Vault-13

UTAH MED PRODS INC UTMD

COM · Common Stock · CUSIP 917488108

120 institutional holders +3 vs Q4 2025
2,265,7852.3m shares reported held*
71.1% of all shares outstanding*
$140.5mreported value*
10 new 48 added 29 reduced 9 sold out net bought ≈ $10.3m (+166.5k 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 ($25.9k this quarter). Holder counts are more reliable. Shares outstanding: 3.2m as of 2026-03-26, 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 ≈ $61.99.

Trends to Q1 2026

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: 117Q1 26: 120120Q3 22Q3 23Q3 24Q3 25Q1 26
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
Q1 2026120

Buyers vs sellers

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

Bought or addedCut or sold out
1000100Q2 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 25Q4 25: 42 bought or addedQ4 25: 59 cut or sold outQ1 26: 58 bought or addedQ1 26: 38 cut or sold outQ1 26
Numbers
QuarterBought or addedCut or sold out
Q2 20245650
Q3 20246035
Q4 20245653
Q1 20254951
Q2 20255253
Q3 20255341
Q4 20254259
Q1 20265838

Biggest buyers

BRANDES INVESTMENT PARTNERS, LP Added +97,957+98.0k
UBS Group AG Added +36,602+36.6k
GEODE CAPITAL MANAGEMENT, LLC Added +32,302+32.3k
SEGALL BRYANT & HAMILL, LLC Added +10,065+10.1k
RITHOLTZ WEALTH MANAGEMENT Added +9,293+9.3k
LSV ASSET MANAGEMENT Added +6,385+6.4k
O'SHAUGHNESSY ASSET MANAGEMENT, LLC Added +6,384+6.4k
Quantinno Capital Management LP Added +6,146+6.1k
RAYMOND JAMES FINANCIAL INC New +5,201+5.2k
MORGAN STANLEY Added +5,096+5.1k

Biggest sellers

HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC Reduced -19,870-19.9k
CITADEL ADVISORS LLC Sold out -10,954-11.0k
MILLENNIUM MANAGEMENT LLC Reduced -9,575-9.6k
RENAISSANCE TECHNOLOGIES LLC Reduced -9,500-9.5k
Qube Research & Technologies Ltd Reduced -9,403-9.4k
ISTHMUS PARTNERS, LLC Sold out -9,233-9.2k
JANE STREET GROUP, LLC Sold out -7,440-7.4k
AMERIPRISE FINANCIAL INC Reduced -6,300-6.3k
TWO SIGMA INVESTMENTS, LP Sold out -5,153-5.2k
TWO SIGMA ADVISERS, LP Sold out -4,900-4.9k

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 Q1 2026

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 Q1 2026.

Holders, Q1 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 BRANDES INVESTMENT PARTNERS, LP 0.20% of their portfolio LA JOLLA, CA 449,279449.3k $27.9m $27.9m 0.20% Added +98.0k +97,957
2 DIMENSIONAL FUND ADVISORS LP 0.00% of their portfolio AUSTIN, TX 197,908197.9k $12.3m $12.3m 0.00% Added +1.4k +1,399
3 BlackRock, Inc. 0.00% of their portfolio New York, NY 187,649187.6k $11.6m $11.6m 0.00% Added +3.1k +3,112
4 RENAISSANCE TECHNOLOGIES LLC 0.02% of their portfolio NEW YORK, NY 184,114184.1k $11.4m $11.4m 0.02% Reduced -9.5k -9,500
5 VANGUARD CAPITAL MANAGEMENT LLC 0.00% of their portfolio MALVERN, PA 138,560138.6k $8.6m $8.6m 0.00% First filing
6 GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio BOSTON, MA 120,097120.1k $7.4m $7.4m 0.00% Added +32.3k +32,302
7 Minerva Advisors LLC 3.75% of their portfolio BALA CYNWYD, PA 93,61593.6k $5.8m $5.8m 3.75% Unchanged
8 HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC 0.02% of their portfolio Los Angeles, CA 89,13189.1k $5.5m $5.5m 0.02% Reduced -19.9k -19,870
9 RICE HALL JAMES & ASSOCIATES, LLC 0.23% of their portfolio San Diego, CA 67,88267.9k $4.2m $4.2m 0.23% Added +3.5k +3,484
10 STATE STREET CORP 0.00% of their portfolio BOSTON, MA 64,40264.4k $4.0m $4.0m 0.00% Reduced -3.6k -3,605
11 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 48,80148.8k $3.0m $3.0m 0.00% Added +5.1k +5,096
12 UBS Group AG 0.00% of their portfolio ZURICH, V8 36,91636.9k $2.3m $2.3m 0.00% Added +36.6k +36,602
13 Huber Capital Management LLC 0.34% of their portfolio EL SEGUNDO, CA 35,91535.9k $2.2m $2.2m 0.34% Reduced -925 -925
14 Bank of New York Mellon Corp 0.00% of their portfolio NEW YORK, NY 32,08232.1k $2.0m $2.0m 0.00% Reduced -3.5k -3,457
15 NORTHERN TRUST CORP 0.00% of their portfolio CHICAGO, IL 30,29230.3k $1.9m $1.9m 0.00% Added +1.0k +1,015
16 Quantinno Capital Management LP 0.00% of their portfolio NEW YORK, NY 29,84129.8k $1.8m $1.8m 0.00% Added +6.1k +6,146
17 Cardinal Capital Management 0.21% of their portfolio RALEIGH, NC 26,54326.5k $1.7m $1.7m 0.21% Added +1.7k +1,707
18 EVERETT HARRIS & CO /CA/ 0.02% of their portfolio LOS ANGELES, CA 25,56425.6k $1.6m $1.6m 0.02% Added +4.2k +4,220
19 SEGALL BRYANT & HAMILL, LLC 0.02% of their portfolio CHICAGO, IL 21,54721.5k $1.3m $1.3m 0.02% Added +10.1k +10,065
20 O'SHAUGHNESSY ASSET MANAGEMENT, LLC 0.01% of their portfolio Stamford, CT 21,28721.3k $1.3m $1.3m 0.01% Added +6.4k +6,384
21 LSV ASSET MANAGEMENT 0.00% of their portfolio CHICAGO, IL 19,85919.9k $1.2m $1.2m 0.00% Added +6.4k +6,385
22 VANGUARD FIDUCIARY TRUST CO 0.00% of their portfolio MALVERN, PA 19,05619.1k $1.2m $1.2m 0.00% First filing
23 BARD ASSOCIATES INC 0.29% of their portfolio CHICAGO, IL 18,36118.4k $1.1m $1.1m 0.29% Added +161 +161
24 PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio BALTIMORE, MD 18,30018.3k $1.1m $1.1m 0.00% Added +3.6k +3,620
25 FMR LLC 0.00% of their portfolio BOSTON, MA 18,06218.1k $1.1m $1.1m 0.00% Added +4.8k +4,822
26 VANGUARD PORTFOLIO MANAGEMENT LLC 0.00% of their portfolio MALVERN, PA 17,43717.4k $1.1m $1.1m 0.00% First filing
27 RITHOLTZ WEALTH MANAGEMENT 0.02% of their portfolio NEW YORK, NY 14,80714.8k $917.9k $917.9k 0.02% Added +9.3k +9,293
28 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 12,44912.4k $771.7k $771.7k 0.00% Added +1.4k +1,416
29 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 11,56011.6k $717.0k $717.0k 0.00% Added +4.5k +4,460
30 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 11,48111.5k $711.7k $711.7k 0.00% Added +4.1k +4,109
31 AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio Greenwich, CT 10,27110.3k $636.7k $636.7k 0.00% Reduced -378 -378
32 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 10,08010.1k $624.9k $624.9k 0.00% Added +3.5k +3,469
33 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio SAN FRANCISCO, CA 9,8389.8k $609.9k $609.9k 0.00% Reduced -595 -595
34 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 9,0079.0k $558.4k $558.4k 0.00% Added +1 +1
35 MERCER GLOBAL ADVISORS INC /ADV 0.00% of their portfolio DENVER, CO 8,8788.9k $550.4k $550.4k 0.00% Added +1.1k +1,073
36 D. E. Shaw & Co., Inc. 0.00% of their portfolio New York, NY 8,7358.7k $541.5k $541.5k 0.00% Reduced -100 -100
37 Bridge City Capital, LLC 0.13% of their portfolio LAKE OSWEGO, OR 7,2917.3k $452.0k $452.0k 0.13% Added +407 +407
38 AMERICAN CENTURY COMPANIES INC 0.00% of their portfolio KANSAS CITY, MO 7,2537.3k $449.6k $449.6k 0.00% Reduced -47 -47
39 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 7,1007.1k $440.1k $440.1k 0.00% Reduced -6.3k -6,300
40 MILLENNIUM MANAGEMENT LLC 0.00% of their portfolio NEW YORK, NY 6,7736.8k $419.9k $419.9k 0.00% Reduced -9.6k -9,575
41 Qube Research & Technologies Ltd 0.00% of their portfolio LONDON, X0 5,8715.9k $363.9k $363.9k 0.00% Reduced -9.4k -9,403
42 SEIZERT CAPITAL PARTNERS, LLC 0.02% of their portfolio BIRMINGHAM, MI 5,4365.4k $337.0k $337.0k 0.02% Unchanged
43 ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.00% of their portfolio BOSTON, MA 5,3285.3k $330.3k $330.3k 0.00% Unchanged
44 ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio NASHVILLE, TN 5,3005.3k $296.6k $296.6k 0.00% Unchanged
45 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 5,2015.2k $322.4k $322.4k 0.00% New
46 &PARTNERS 0.00% of their portfolio NASHVILLE, TN 5,0035.0k $310.1k $310.1k 0.00% Added +1.2k +1,207
47 BRIDGEWAY CAPITAL MANAGEMENT, LLC 0.01% of their portfolio HOUSTON, TX 5,0005.0k $309.9k $309.9k 0.01% Unchanged
48 Atria Investments, Inc 0.00% of their portfolio Charlotte, NC 4,9324.9k $305.7k $305.7k 0.00% Added +7 +7
49 Focus Partners Wealth 0.00% of their portfolio ST LOUIS, MO 4,8984.9k $303.6k $303.6k 0.00% New
50 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 4,7734.8k $295.9k $295.9k 0.00% Added +2.1k +2,056
51 Nuveen, LLC 0.00% of their portfolio CHARLOTTE, NC 4,6014.6k $285.2k $285.2k 0.00% Reduced -1.1k -1,068
52 Invesco Ltd. 0.00% of their portfolio ATLANTA, GA 4,1174.1k $255.2k $255.2k 0.00% Reduced -1.9k -1,903
53 SEI INVESTMENTS CO 0.00% of their portfolio OAKS, PA 4,0974.1k $254.0k $254.0k 0.00% Added +419 +419
54 Penobscot Investment Management Company, Inc. 0.02% of their portfolio BOSTON, MA 4,0004.0k $248.0k $248.0k 0.02% Unchanged
55 RHUMBLINE ADVISERS 0.00% of their portfolio BOSTON, MA 3,9994.0k $247.9k $247.9k 0.00% Reduced -176 -176
56 MARTINGALE ASSET MANAGEMENT L P 0.01% of their portfolio BOSTON, MA 3,9113.9k $242.4k $242.4k 0.01% Added +200 +200
57 Sanctuary Advisors, LLC 0.00% of their portfolio INDIANAPOLIS, IN 3,6283.6k $224.9k $224.9k 0.00% New
58 Quadrature Capital Ltd 0.00% of their portfolio LONDON, X0 3,3213.3k $205.9k $205.9k 0.00% New
59 Empowered Funds, LLC 0.00% of their portfolio NEWTOWN SQUARE, PA 3,2783.3k $203.2k $203.2k 0.00% New
60 Russell Investments Group, Ltd. 0.00% of their portfolio Seattle, WA 3,1483.1k $195.2k $195.2k 0.00% Added +327 +327
61 State of Wyoming 0.02% of their portfolio CHEYENNE, WY 2,8032.8k $173.8k $173.8k 0.02% Reduced -7 -7
62 MetLife Investment Management, LLC 0.00% of their portfolio Whippany, NJ 2,2022.2k $136.5k $136.5k 0.00% Unchanged
63 Advisory Services Network, LLC 0.00% of their portfolio ATLANTA, GA 1,8641.9k $115.5k $115.5k 0.00% New
64 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 1,5301.5k $99.1k $99.1k 0.00% Added +25 +25
65 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% of their portfolio CAUSEWAY BAY, K3 1,4371.4k $89.1k $89.1k 0.00% Added +34 +34
66 NEW YORK STATE COMMON RETIREMENT FUND 0.00% of their portfolio ALBANY, NY 1,4291.4k $88.6k $88.6k 0.00% Unchanged
67 DEUTSCHE BANK AG\ 0.00% of their portfolio FRANKFURT AM MAIN, 2M 1,2781.3k $79.2k $79.2k 0.00% Added +957 +957
68 Vanguard Global Advisers, LLC 0.00% of their portfolio MALVERN, PA 1,2081.2k $74.9k $74.9k 0.00% First filing
69 BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio PARIS, I0 1,2051.2k $74.7k $74.7k 0.00% Added +557 +557
70 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 1,1441.1k $70.9k $70.9k 0.00% Reduced -3.0k -2,981
71 BARCLAYS PLC 0.00% of their portfolio LONDON, X0 1,0921.1k $67.7k $67.7k 0.00% Reduced -4.5k -4,527
72 Copeland Capital Management, LLC 0.00% of their portfolio Conshohocken, PA 1,0591.1k $65.6k $65.6k 0.00% Added +77 +77
73 Police & Firemen's Retirement System of New Jersey 0.00% of their portfolio TRENTON, NJ 958958 $59.4k $59.4k 0.00% Unchanged
74 CWM, LLC 0.00% of their portfolio OMAHA, NE 926926 $57.4k $57.4k 0.00% Reduced -31 -31
75 CITIGROUP INC 0.00% of their portfolio NEW YORK, NY 700700 $43.4k $43.4k 0.00% Added +564 +564
76 FIFTH THIRD BANCORP 0.00% of their portfolio CINCINNATI, OH 695695 $43.1k $43.1k 0.00% New
77 PNC Financial Services Group, Inc. 0.00% of their portfolio Pittsburgh, PA 609609 $37.8k $37.8k 0.00% Added +99 +99
78 Tower Research Capital LLC (TRC) 0.00% of their portfolio NEW YORK, NY 536536 $33.2k $33.2k 0.00% Added +329 +329
79 Golden State Wealth Management, LLC 0.00% of their portfolio SANTA ANA, CA 500500 $31.0k $31.0k 0.00% Unchanged
80 Versant Capital Management, Inc 0.00% of their portfolio PHOENIX, AZ 446446 $27.6k $27.6k 0.00% Added +6 +6
81 US BANCORP \DE\ 0.00% of their portfolio MINNEAPOLIS, MN 414414 $25.7k $25.7k 0.00% Reduced -22 -22
82 UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio NEW YORK, NY 393393 $24.4k $24.4k 0.00% Added +297 +297
83 MassMutual Private Wealth & Trust, FSB 0.00% of their portfolio Windsor, CT 374374 $23.2k $23.2k 0.00% Unchanged
84 North Star Investment Management Corp. 0.00% of their portfolio CHICAGO, IL 313313 $19.4k $19.4k 0.00% Unchanged
85 Ameritas Investment Partners, Inc. 0.00% of their portfolio LINCOLN, NE 296296 $18.3k $18.3k 0.00% Unchanged
86 Legal & General Group Plc 0.00% of their portfolio London, X0 295295 $18.3k $18.3k 0.00% Unchanged
87 Rockefeller Capital Management L.P. 0.00% of their portfolio NEW YORK, NY 273273 $16.9k $16.9k 0.00% Unchanged
88 JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio DES PERES, MO 259259 $15.9k $15.9k 0.00% Reduced -85 -85
89 Pinnacle Wealth Planning Services, Inc. 0.00% of their portfolio MANSFIELD, OH 242242 $15.0k $15.0k 0.00% Reduced -96 -96
90 Federation des caisses Desjardins du Quebec 0.00% of their portfolio LEVIS, A8 225225 $13.9k $13.9k 0.00% Unchanged
91 NISA INVESTMENT ADVISORS, LLC 0.00% of their portfolio ST. LOUIS, MO 199199 $12.4k $12.4k 0.00% Added +1 +1
92 WealthCollab, LLC 0.00% of their portfolio BELLEVUE, WA 186186 $11.5k $11.5k 0.00% Unchanged
93 HARBOR CAPITAL ADVISORS, INC. 0.00% of their portfolio CHICAGO, IL 178178 $11.0k $11.0k 0.00% Added +148 +148
94 CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio WEST SACRAMENTO, CA 164164 $10.2k $10.2k 0.00% Reduced -22 -22
95 Covestor Ltd 0.01% of their portfolio LONDON, X0 152152 $10.0k $10.0k 0.01% Added +134 +134
96 GAMMA Investing LLC 0.00% of their portfolio FOSTER CITY, CA 137137 $8.5k $8.5k 0.00% Added +66 +66
97 Sterling Capital Management LLC 0.00% of their portfolio CHARLOTTE, NC 100100 $6.2k $6.2k 0.00% Reduced -74 -74
98 Essential Partners LLC 0.00% of their portfolio RANCHO SANTA FE, CA 8787 $5.4k $5.4k 0.00% Unchanged
99 SIGNATUREFD, LLC 0.00% of their portfolio ATLANTA, GA 6767 $4.2k $4.2k 0.00% Unchanged
100 Avion Wealth 0.00% of their portfolio THE WOODLANDS, TX 4848 $2.0k $2.0k 0.00% Unchanged