UTAH MED PRODS INC (UTMD)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
110
Reporting holders
$159.6M
Reported value
72.6%
Of shares outstanding
0.0%
Held as options
-5
Holder change
Institutions report 2,312,926 shares against 3,183,818 outstanding. Shares only - option lines are excluded, which is why this can be compared with the company at all. The count comes from the cover page of the company's own most recent report, so it is dated when that was filed rather than at quarter end.
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| BRANDES INVESTMENT PARTNERS, LP | $32.8M | 475,158 | 0.23% | 14q | +5.8%+$1.8M |
| BlackRock, Inc. | $14.1M | 203,690 | 0.00% | 8q | +8.5%+$1.1M |
| DIMENSIONAL FUND ADVISORS LP | $13.7M | 198,817 | 0.00% | 31q | HELD |
| RENAISSANCE TECHNOLOGIES LLC | $12.1M | 175,814 | 0.02% | 31q | -4.5%-$572.5K |
| VANGUARD CAPITAL MANAGEMENT LLC | $9.3M | 134,535 | 0.00% | 2q | -2.9%-$277.6K |
| GEODE CAPITAL MANAGEMENT, LLC | $7.5M | 108,048 | 0.00% | 31q | -10.0%-$831.3K |
| Minerva Advisors LLC | $6.5M | 93,615 | 4.08% | 9q | HELD |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | $5.9M | 85,231 | 0.02% | 10q | -4.4%-$269.0K |
| RICE HALL JAMES & ASSOCIATES, LLC | $4.9M | 71,363 | 0.24% | 31q | +5.1%+$240.1K |
| MORGAN STANLEY | $4.8M | 69,671 | 0.00% | 35q | +42.8%+$1.4M |
| STATE STREET CORP | $4.4M | 63,937 | 0.00% | 31q | -0.7%-$32.2K |
| Quantinno Capital Management LP | $3.0M | 43,074 | 0.00% | 5q | +44.3%+$912.8K |
| UBS Group AG | $2.4M | 34,369 | 0.00% | 15q | -6.9%-$175.7K |
| Bank of New York Mellon Corp | $2.4M | 34,263 | 0.00% | 31q | +6.8%+$150.4K |
| NORTHERN TRUST CORP | $2.1M | 30,104 | 0.00% | 31q | -0.6%-$13.0K |
| Huber Capital Management LLC | $2.0M | 29,009 | 0.29% | 7q | -19.2%-$476.4K |
| Cardinal Capital Management | $1.9M | 27,094 | 0.23% | 31q | +2.1%+$38.2K |
| RITHOLTZ WEALTH MANAGEMENT | $1.8M | 26,248 | 0.01% | 4q | +77.3%+$789.2K |
| EVERETT HARRIS & CO /CA/ | $1.7M | 23,933 | 0.02% | 31q | -6.4%-$112.5K |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | $1.5M | 21,683 | 0.01% | 5q | +1.9%+$27.3K |
| SEGALL BRYANT & HAMILL, LLC | $1.5M | 21,547 | 0.02% | 4q | HELD |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $1.4M | 20,276 | 0.00% | 2q | +16.3%+$195.8K |
| VANGUARD FIDUCIARY TRUST CO | $1.4M | 20,014 | 0.00% | 2q | +5.0%+$66.1K |
| BARD ASSOCIATES INC | $1.3M | 18,455 | 0.28% | 12q | +0.5%+$6.5K |
| FMR LLC | $1.2M | 18,068 | 0.00% | 31q | HELD |
| MERCER GLOBAL ADVISORS INC /ADV | $1.2M | 17,266 | 0.00% | 22q | +94.5%+$578.6K |
| AQR CAPITAL MANAGEMENT LLC | $1.0M | 14,993 | 0.00% | 5q | +46.0%+$325.7K |
| LPL Financial LLC | $1.0M | 14,528 | 0.00% | 7q | +26.5%+$210.2K |
| ROYAL BANK OF CANADA | $806.0K | 11,679 | 0.00% | 31q | +1.0%+$8.4K |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $767.1K | 11,121 | 0.00% | 31q | +13.0%+$88.5K |
| Sixth Street Partners Management Company, L.P. | $767.1K | 11,121 | 0.00% | new | NEW |
| ENVESTNET ASSET MANAGEMENT INC | $727.6K | 10,548 | 0.00% | 22q | +4.6%+$32.3K |
| D. E. Shaw & Co., Inc. | $602.5K | 8,735 | 0.00% | 15q | HELD |
| GOLDMAN SACHS GROUP INC | $595.1K | 8,627 | 0.00% | 29q | -30.7%-$263.6K |
| EXCHANGE TRADED CONCEPTS, LLC | $564.8K | 8,188 | 0.00% | new | NEW |
| OSAIC HOLDINGS, INC. | $550.8K | 7,984 | 0.00% | 26q | -11.4%-$70.6K |
| Sanctuary Advisors, LLC | $544.0K | 7,886 | 0.00% | 2q | +117.4%+$293.7K |
| AMERIPRISE FINANCIAL INC | $493.8K | 7,158 | 0.00% | 10q | -49.6%-$485.8K |
| Atria Investments, Inc | $486.6K | 7,054 | 0.00% | 9q | +43.0%+$146.4K |
| AMERICAN CENTURY COMPANIES INC | $486.5K | 7,053 | 0.00% | 13q | -2.8%-$13.8K |
| Bridge City Capital, LLC | $459.0K | 6,654 | 0.10% | 11q | -8.7%-$43.9K |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | $386.3K | 5,600 | 0.01% | 6q | +12.0%+$41.4K |
| SEIZERT CAPITAL PARTNERS, LLC | $375.1K | 5,438 | 0.02% | 26q | HELD |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $367.5K | 5,328 | 0.00% | 8q | HELD |
| RAYMOND JAMES FINANCIAL INC | $356.4K | 5,166 | 0.00% | 2q | -0.7%-$2.4K |
| &PARTNERS | $354.0K | 5,125 | 0.00% | 4q | +2.4%+$8.4K |
| ALLIANCEBERNSTEIN L.P. | $340.9K | 5,500 | 0.00% | 31q | +3.8%+$12.4K |
| State of Wyoming | $331.3K | 4,803 | 0.03% | 5q | +71.4%+$138.0K |
| Invesco Ltd. | $326.8K | 4,738 | 0.00% | 6q | +15.1%+$42.8K |
| Nuveen, LLC | $317.4K | 4,601 | 0.00% | 6q | HELD |
| Russell Investments Group, Ltd. | $313.9K | 4,550 | 0.00% | 31q | +44.5%+$96.7K |
| BANK OF AMERICA CORP /DE/ | $282.7K | 4,098 | 0.00% | 31q | -14.1%-$46.6K |
| RHUMBLINE ADVISERS | $280.0K | 4,059 | 0.00% | 31q | +1.5%+$4.1K |
| MARTINGALE ASSET MANAGEMENT L P | $276.7K | 4,012 | 0.01% | 20q | +2.6%+$7.0K |
| Penobscot Investment Management Company, Inc. | $275.9K | 4,000 | 0.02% | 31q | HELD |
| GUGGENHEIM CAPITAL LLC | $272.5K | 3,951 | 0.00% | new | NEW |
| DEUTSCHE BANK AG\ | $226.1K | 3,278 | 0.00% | 7q | +156.5%+$138.0K |
| Empowered Funds, LLC | $225.2K | 3,264 | 0.00% | 2q | HELD |
| Vident Advisory, LLC | $209.6K | 3,038 | 0.00% | new | NEW |
| WELLS FARGO & COMPANY/MN | $177.1K | 2,568 | 0.00% | 31q | +12.2%+$19.3K |
| MetLife Investment Management, LLC | $151.9K | 2,202 | 0.00% | 20q | HELD |
| CITIGROUP INC | $150.7K | 2,185 | 0.00% | 31q | +212.1%+$102.4K |
| JPMORGAN CHASE & CO | $119.2K | 1,631 | 0.00% | 31q | +6.6%+$7.4K |
| NEW YORK STATE COMMON RETIREMENT FUND | $98.6K | 1,429 | 0.00% | 31q | HELD |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $96.5K | 1,399 | 0.00% | 9q | -2.6%-$2.6K |
| Vanguard Global Advisers, LLC | $83.3K | 1,208 | 0.00% | 2q | HELD |
| BNP PARIBAS FINANCIAL MARKETS | $71.3K | 1,033 | 0.00% | 31q | -14.3%-$11.9K |
| Copeland Capital Management, LLC | $70.7K | 1,025 | 0.00% | 8q | -3.2%-$2.3K |
| Police & Firemen's Retirement System of New Jersey | $66.1K | 958 | 0.00% | 7q | HELD |
| BARCLAYS PLC | $60.8K | 881 | 0.00% | 25q | -19.3%-$14.6K |
| FIFTH THIRD BANCORP | $47.9K | 695 | 0.00% | 2q | HELD |
| PNC Financial Services Group, Inc. | $42.9K | 622 | 0.00% | 31q | +2.1% |
| Arax Advisory Partners | $40.1K | 581 | 0.00% | 4q | +2320.8%+$38.4K |
| Golden State Wealth Management, LLC | $34.5K | 500 | 0.00% | 7q | HELD |
| Versant Capital Management, Inc | $30.4K | 440 | 0.00% | 5q | -1.3% |
| US BANCORP \DE\ | $28.6K | 414 | 0.00% | 31q | HELD |
| Tower Research Capital LLC (TRC) | $28.1K | 408 | 0.00% | 25q | -23.9%-$8.8K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $27.1K | 393 | 0.00% | 3q | HELD |
| MassMutual Private Wealth & Trust, FSB | $25.7K | 372 | 0.00% | 9q | -0.5% |
| JONES FINANCIAL COMPANIES LLLP | $24.0K | 325 | 0.00% | 6q | +25.5%+$4.9K |
| North Star Investment Management Corp. | $21.6K | 313 | 0.00% | 3q | HELD |
| Ameritas Investment Partners, Inc. | $20.4K | 296 | 0.00% | 31q | HELD |
| Legal & General Group Plc | $20.3K | 295 | 0.00% | 31q | HELD |
| Pinnacle Wealth Planning Services, Inc. | $16.4K | 238 | 0.00% | 3q | -1.7% |
| GAMMA Investing LLC | $15.5K | 225 | 0.00% | 8q | +64.2%+$6.1K |
| Federation des caisses Desjardins du Quebec | $15.5K | 225 | 0.00% | 38q | HELD |
| NISA INVESTMENT ADVISORS, LLC | $13.8K | 199 | 0.00% | 9q | HELD |
| WealthCollab, LLC | $12.8K | 186 | 0.00% | 5q | HELD |
| Integrated Wealth Concepts LLC | $4.8K | 0 | 0.00% | new | NEW |
| SIGNATUREFD, LLC | $4.6K | 67 | 0.00% | 3q | HELD |
| Sterling Capital Management LLC | $3.9K | 57 | 0.00% | 8q | -43.0%-$3.0K |
| Physician Wealth Advisors, Inc. | $3.7K | 53 | 0.00% | 5q | +15.2% |
| Essential Partners LLC | $3.6K | 52 | 0.00% | 5q | -40.2%-$2.4K |
| JPL Wealth Management, LLC | $3.2K | 46 | 0.00% | 2q | HELD |
| EverSource Wealth Advisors, LLC | $2.5K | 36 | 0.00% | 7q | +5.9% |
| True Wealth Design, LLC | $1.9K | 28 | 0.00% | 8q | -6.7% |
| Farther Finance Advisors, LLC | $1.9K | 27 | 0.00% | 4q | +170.0%+$1.2K |
| Quarry LP | $1.9K | 27 | 0.00% | new | NEW |
| Allworth Financial LP | $1.6K | 23 | 0.00% | 5q | +130.0% |
| Cornerstone Planning Group LLC | $1.5K | 22 | 0.00% | 7q | +100.0% |
Five percent filings
Anyone crossing 5% of a company must say so within days - far sooner than the next quarterly holdings report. A 13D declares an intent to influence the company; a 13G is the passive version. See all activist filings →
| Filed | Form | Filer | % of class |
|---|---|---|---|
| 2026-08-14 | 13G/A | BRANDES INVESTMENT PARTNERS, LPwith 1 co-filers | 14.9% |
| 2026-08-13 | 13G/A | Renaissance Technologies LLCwith 1 co-filers | 5.5% |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 110 | $159.6M | 2,312,926 | 8 | 44 | 29 | 0.0% |
| Q1 2026 | 115 | $138.6M | 2,235,907 | 10 | 43 | 27 | 0.0% |
| Q4 2025 | 110 | $115.9M | 2,070,243 | 9 | 31 | 43 | 0.0% |
| Q3 2025 | 110 | $135.1M | 2,146,174 | 14 | 33 | 32 | 0.0% |
| Q2 2025 | 104 | $121.5M | 2,135,162 | 15 | 33 | 35 | 0.0% |
| Q1 2025 | 101 | $124.2M | 2,215,314 | 13 | 31 | 33 | 0.0% |
| Q4 2024 | 103 | $139.7M | 2,272,644 | 15 | 37 | 27 | 0.0% |
| Q3 2024 | 99 | $162.5M | 2,428,668 | 14 | 42 | 21 | 0.0% |
| Q2 2024 | 93 | $163.3M | 2,438,580 | 14 | 37 | 29 | 0.0% |
| Q1 2024 | 89 | $167.7M | 2,358,166 | 19 | 33 | 24 | 0.0% |
| Q4 2023 | 79 | $170.3M | 2,022,202 | 2 | 32 | 19 | 0.0% |
| Q3 2023 | 81 | $165.6M | 1,924,931 | 10 | 31 | 17 | 0.0% |
| Q2 2023 | 80 | $176.8M | 1,895,943 | 6 | 26 | 30 | 0.0% |
| Q1 2023 | 70 | $211.3M | 2,228,947 | 6 | 28 | 16 | 0.0% |
| Q4 2022 | 62 | $154.8M | 1,539,831 | 6 | 21 | 11 | 0.0% |
| Q3 2022 | 77 | $216.3M | 2,535,565 | 6 | 19 | 26 | 0.0% |
| Q2 2022 | 74 | $219.9M | 2,559,529 | 3 | 27 | 24 | 0.0% |
| Q1 2022 | 84 | $231.2M | 2,572,764 | 10 | 28 | 26 | 0.0% |
| Q4 2021 | 78 | $260.8M | 2,607,539 | 8 | 18 | 26 | 0.0% |
| Q3 2021 | 72 | $241.5M | 2,601,860 | 6 | 21 | 20 | 0.0% |
| Q2 2021 | 68 | $221.1M | 2,599,575 | 3 | 24 | 26 | 0.0% |
| Q1 2021 | 79 | $228.0M | 2,632,080 | 10 | 25 | 22 | 0.0% |
| Q4 2020 | 76 | $220.9M | 2,620,744 | 0 | 25 | 27 | 0.0% |
| Q3 2020 | 85 | $211.8M | 2,651,061 | 2 | 25 | 32 | 0.0% |
| Q2 2020 | 93 | $238.3M | 2,693,195 | 12 | 32 | 24 | 0.0% |
| Q1 2020 | 90 | $247.3M | 2,629,716 | 5 | 26 | 37 | 0.0% |
| Q4 2019 | 96 | $304.5M | 2,821,775 | 4 | 26 | 43 | 0.0% |
| Q3 2019 | 97 | $273.3M | 2,851,402 | 8 | 32 | 26 | 0.0% |
| Q2 2019 | 98 | $266.5M | 2,764,325 | 14 | 35 | 26 | 0.0% |
| Q1 2019 | 93 | $242.1M | 2,723,795 | 9 | 30 | 32 | 0.0% |
| Q4 2018 | 88 | $232.9M | 2,782,885 | 3 | 2 | 3 | 0.0% |