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 ($25.9k 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
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 |
| Q1 2026 | 120 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| 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 |
| Q1 2026 | 58 | 38 |
Biggest buyers
| BRANDES INVESTMENT PARTNERS, LP | Added | +98.0k |
| UBS Group AG | Added | +36.6k |
| GEODE CAPITAL MANAGEMENT, LLC | Added | +32.3k |
| SEGALL BRYANT & HAMILL, LLC | Added | +10.1k |
| RITHOLTZ WEALTH MANAGEMENT | Added | +9.3k |
| LSV ASSET MANAGEMENT | Added | +6.4k |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | Added | +6.4k |
| Quantinno Capital Management LP | Added | +6.1k |
| RAYMOND JAMES FINANCIAL INC | New | +5.2k |
| MORGAN STANLEY | Added | +5.1k |
Biggest sellers
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | Reduced | -19.9k |
| CITADEL ADVISORS LLC | Sold out | -11.0k |
| MILLENNIUM MANAGEMENT LLC | Reduced | -9.6k |
| RENAISSANCE TECHNOLOGIES LLC | Reduced | -9.5k |
| Qube Research & Technologies Ltd | Reduced | -9.4k |
| ISTHMUS PARTNERS, LLC | Sold out | -9.2k |
| JANE STREET GROUP, LLC | Sold out | -7.4k |
| AMERIPRISE FINANCIAL INC | Reduced | -6.3k |
| TWO SIGMA INVESTMENTS, LP | Sold out | -5.2k |
| TWO SIGMA ADVISERS, LP | Sold out | -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.
| 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 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
| Manager | Shares | Change |
|---|---|---|
| BRANDES INVESTMENT PARTNERS, LP 0.20% of their portfolio | 449.3k $27.9m | Added +98.0k |
| DIMENSIONAL FUND ADVISORS LP 0.00% of their portfolio | 197.9k $12.3m | Added +1.4k |
| BlackRock, Inc. 0.00% of their portfolio | 187.6k $11.6m | Added +3.1k |
| RENAISSANCE TECHNOLOGIES LLC 0.02% of their portfolio | 184.1k $11.4m | Reduced -9.5k |
| VANGUARD CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 138.6k $8.6m | First filing |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 120.1k $7.4m | Added +32.3k |
| Minerva Advisors LLC 3.75% of their portfolio | 93.6k $5.8m | Unchanged |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC 0.02% of their portfolio | 89.1k $5.5m | Reduced -19.9k |
| RICE HALL JAMES & ASSOCIATES, LLC 0.23% of their portfolio | 67.9k $4.2m | Added +3.5k |
| STATE STREET CORP 0.00% of their portfolio | 64.4k $4.0m | Reduced -3.6k |
| MORGAN STANLEY 0.00% of their portfolio | 48.8k $3.0m | Added +5.1k |
| UBS Group AG 0.00% of their portfolio | 36.9k $2.3m | Added +36.6k |
| Huber Capital Management LLC 0.34% of their portfolio | 35.9k $2.2m | Reduced -925 |
| Bank of New York Mellon Corp 0.00% of their portfolio | 32.1k $2.0m | Reduced -3.5k |
| NORTHERN TRUST CORP 0.00% of their portfolio | 30.3k $1.9m | Added +1.0k |
| Quantinno Capital Management LP 0.00% of their portfolio | 29.8k $1.8m | Added +6.1k |
| Cardinal Capital Management 0.21% of their portfolio | 26.5k $1.7m | Added +1.7k |
| EVERETT HARRIS & CO /CA/ 0.02% of their portfolio | 25.6k $1.6m | Added +4.2k |
| SEGALL BRYANT & HAMILL, LLC 0.02% of their portfolio | 21.5k $1.3m | Added +10.1k |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC 0.01% of their portfolio | 21.3k $1.3m | Added +6.4k |
| LSV ASSET MANAGEMENT 0.00% of their portfolio | 19.9k $1.2m | Added +6.4k |
| VANGUARD FIDUCIARY TRUST CO 0.00% of their portfolio | 19.1k $1.2m | First filing |
| BARD ASSOCIATES INC 0.29% of their portfolio | 18.4k $1.1m | Added +161 |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 18.3k $1.1m | Added +3.6k |
| FMR LLC 0.00% of their portfolio | 18.1k $1.1m | Added +4.8k |
| VANGUARD PORTFOLIO MANAGEMENT LLC 0.00% of their portfolio | 17.4k $1.1m | First filing |
| RITHOLTZ WEALTH MANAGEMENT 0.02% of their portfolio | 14.8k $917.9k | Added +9.3k |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 12.4k $771.7k | Added +1.4k |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 11.6k $717.0k | Added +4.5k |
| LPL Financial LLC 0.00% of their portfolio | 11.5k $711.7k | Added +4.1k |
| AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 10.3k $636.7k | Reduced -378 |
| ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio | 10.1k $624.9k | Added +3.5k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio | 9.8k $609.9k | Reduced -595 |
| OSAIC HOLDINGS, INC. 0.00% of their portfolio | 9.0k $558.4k | Added +1 |
| MERCER GLOBAL ADVISORS INC /ADV 0.00% of their portfolio | 8.9k $550.4k | Added +1.1k |
| D. E. Shaw & Co., Inc. 0.00% of their portfolio | 8.7k $541.5k | Reduced -100 |
| Bridge City Capital, LLC 0.13% of their portfolio | 7.3k $452.0k | Added +407 |
| AMERICAN CENTURY COMPANIES INC 0.00% of their portfolio | 7.3k $449.6k | Reduced -47 |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 7.1k $440.1k | Reduced -6.3k |
| MILLENNIUM MANAGEMENT LLC 0.00% of their portfolio | 6.8k $419.9k | Reduced -9.6k |
| Qube Research & Technologies Ltd 0.00% of their portfolio | 5.9k $363.9k | Reduced -9.4k |
| SEIZERT CAPITAL PARTNERS, LLC 0.02% of their portfolio | 5.4k $337.0k | Unchanged |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.00% of their portfolio | 5.3k $330.3k | Unchanged |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 5.3k $296.6k | Unchanged |
| RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio | 5.2k $322.4k | New |
| &PARTNERS 0.00% of their portfolio | 5.0k $310.1k | Added +1.2k |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC 0.01% of their portfolio | 5.0k $309.9k | Unchanged |
| Atria Investments, Inc 0.00% of their portfolio | 4.9k $305.7k | Added +7 |
| Focus Partners Wealth 0.00% of their portfolio | 4.9k $303.6k | New |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 4.8k $295.9k | Added +2.1k |
| Nuveen, LLC 0.00% of their portfolio | 4.6k $285.2k | Reduced -1.1k |
| Invesco Ltd. 0.00% of their portfolio | 4.1k $255.2k | Reduced -1.9k |
| SEI INVESTMENTS CO 0.00% of their portfolio | 4.1k $254.0k | Added +419 |
| Penobscot Investment Management Company, Inc. 0.02% of their portfolio | 4.0k $248.0k | Unchanged |
| RHUMBLINE ADVISERS 0.00% of their portfolio | 4.0k $247.9k | Reduced -176 |
| MARTINGALE ASSET MANAGEMENT L P 0.01% of their portfolio | 3.9k $242.4k | Added +200 |
| Sanctuary Advisors, LLC 0.00% of their portfolio | 3.6k $224.9k | New |
| Quadrature Capital Ltd 0.00% of their portfolio | 3.3k $205.9k | New |
| Empowered Funds, LLC 0.00% of their portfolio | 3.3k $203.2k | New |
| Russell Investments Group, Ltd. 0.00% of their portfolio | 3.1k $195.2k | Added +327 |
| State of Wyoming 0.02% of their portfolio | 2.8k $173.8k | Reduced -7 |
| MetLife Investment Management, LLC 0.00% of their portfolio | 2.2k $136.5k | Unchanged |
| Advisory Services Network, LLC 0.00% of their portfolio | 1.9k $115.5k | New |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 1.5k $99.1k | Added +25 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% of their portfolio | 1.4k $89.1k | Added +34 |
| NEW YORK STATE COMMON RETIREMENT FUND 0.00% of their portfolio | 1.4k $88.6k | Unchanged |
| DEUTSCHE BANK AG\ 0.00% of their portfolio | 1.3k $79.2k | Added +957 |
| Vanguard Global Advisers, LLC 0.00% of their portfolio | 1.2k $74.9k | First filing |
| BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio | 1.2k $74.7k | Added +557 |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 1.1k $70.9k | Reduced -3.0k |
| BARCLAYS PLC 0.00% of their portfolio | 1.1k $67.7k | Reduced -4.5k |
| Copeland Capital Management, LLC 0.00% of their portfolio | 1.1k $65.6k | Added +77 |
| Police & Firemen's Retirement System of New Jersey 0.00% of their portfolio | 958 $59.4k | Unchanged |
| CWM, LLC 0.00% of their portfolio | 926 $57.4k | Reduced -31 |
| CITIGROUP INC 0.00% of their portfolio | 700 $43.4k | Added +564 |
| FIFTH THIRD BANCORP 0.00% of their portfolio | 695 $43.1k | New |
| PNC Financial Services Group, Inc. 0.00% of their portfolio | 609 $37.8k | Added +99 |
| Tower Research Capital LLC (TRC) 0.00% of their portfolio | 536 $33.2k | Added +329 |
| Golden State Wealth Management, LLC 0.00% of their portfolio | 500 $31.0k | Unchanged |
| Versant Capital Management, Inc 0.00% of their portfolio | 446 $27.6k | Added +6 |
| US BANCORP \DE\ 0.00% of their portfolio | 414 $25.7k | Reduced -22 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio | 393 $24.4k | Added +297 |
| MassMutual Private Wealth & Trust, FSB 0.00% of their portfolio | 374 $23.2k | Unchanged |
| North Star Investment Management Corp. 0.00% of their portfolio | 313 $19.4k | Unchanged |
| Ameritas Investment Partners, Inc. 0.00% of their portfolio | 296 $18.3k | Unchanged |
| Legal & General Group Plc 0.00% of their portfolio | 295 $18.3k | Unchanged |
| Rockefeller Capital Management L.P. 0.00% of their portfolio | 273 $16.9k | Unchanged |
| JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio | 259 $15.9k | Reduced -85 |
| Pinnacle Wealth Planning Services, Inc. 0.00% of their portfolio | 242 $15.0k | Reduced -96 |
| Federation des caisses Desjardins du Quebec 0.00% of their portfolio | 225 $13.9k | Unchanged |
| NISA INVESTMENT ADVISORS, LLC 0.00% of their portfolio | 199 $12.4k | Added +1 |
| WealthCollab, LLC 0.00% of their portfolio | 186 $11.5k | Unchanged |
| HARBOR CAPITAL ADVISORS, INC. 0.00% of their portfolio | 178 $11.0k | Added +148 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio | 164 $10.2k | Reduced -22 |
| Covestor Ltd 0.01% of their portfolio | 152 $10.0k | Added +134 |
| GAMMA Investing LLC 0.00% of their portfolio | 137 $8.5k | Added +66 |
| Sterling Capital Management LLC 0.00% of their portfolio | 100 $6.2k | Reduced -74 |
| Essential Partners LLC 0.00% of their portfolio | 87 $5.4k | Unchanged |
| SIGNATUREFD, LLC 0.00% of their portfolio | 67 $4.2k | Unchanged |
| Avion Wealth 0.00% of their portfolio | 48 $2.0k | Unchanged |