UTMD · Utah Medical Products Inc

$70.99 -0.44 (-0.61%)

Market Cap

$227.39M

3.18M

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Quarter:

Holders: 115

Total Value: $159,883,011

Total Shares: 2,317,748

Institutional Ownership Trend

26 quarters

Holder Concentration

Across 115 13F filers · Δ vs Mar 31, 2026

Top Holder

20.5%

+0.7 pts

Top 5

51.3%

+0.2 pts

Top 10

69.7%

−0.6 pts

HHI

763

Broadly held+17

Quarterly Activity

vs Mar 31, 2026

New

Increased

Decreased

Sold Out

Unchanged

Holder count: -5

Institutional value: +13.8%

Shares held: +2.3%

Top Buyers

vs Mar 31, 2026

Institution	Added	Now Holds
Large BRANDES INVESTMENT PARTNERS, LP	+25,879	475,158
Mega MORGAN STANLEY	+20,870	69,671
Mega BlackRock, Inc.	+16,041	203,690
Large Quantinno Capital Management LP	+13,233	43,074
Mega AQR CAPITAL MANAGEMENT LLC	+4,722	14,993

Top Sellers

vs Mar 31, 2026

Institution	Sold	Now Holds
Mega GEODE CAPITAL MANAGEMENT, LLC	−12,049	108,048
Large RENAISSANCE TECHNOLOGIES LLC	−8,300	175,814
Small Huber Capital Management LLC	−6,906	29,009
Mega VANGUARD CAPITAL MANAGEMENT LLC	−4,025	134,535
Large HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC	−3,900	85,231

Top New Positions

vs Mar 31, 2026

Institution	Acquired	Value (USD)
Large EXCHANGE TRADED CONCEPTS, LLC	4,094	$282,404
Large GUGGENHEIM CAPITAL LLC	3,951	$272,539
Large Vident Advisory, LLC	3,038	$209,561
Mega SG Americas Securities, LLC	1,633	$112,644
Mid Integrated Wealth Concepts LLC	0	$4,761

Top Sold-Out Positions

vs Mar 31, 2026

Institution	Previously Held	Last Value (USD)
Mega MILLENNIUM MANAGEMENT LLC	6,773	$419,858
Mega Qube Research & Technologies Ltd	5,871	$363,943
Large Focus Partners Wealth	4,898	$303,627
Large SEI INVESTMENTS CO	4,097	$253,972
Large Quadrature Capital Ltd	3,321	$205,868

Filter: New 8 Increased 48 Reduced 33 Sold out 13 Unchanged 26

Showing 100 of 115

All Common Calls Puts

Compact Export CSV

Holder

Value (USD)

% of 13F

BRANDES INVESTMENT PARTNERS, LP

$32,776,398

20.50%

475,158

BlackRock, Inc.

$14,050,533

8.79%

203,690

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
BLACKROCK FINANCIAL MANAGEMENT INC/DE	12,158	$838,658	6.0%	Sole
BlackRock Asset Management Canada Ltd	13	$896	0.0%	Sole
BlackRock Investment Management, LLC	9,098	$627,580	4.5%	Sole
BLACKROCK ADVISORS LLC	5,738	$395,807	2.8%	Sole
BlackRock Fund Advisors	107,498	$7,415,212	52.8%	Sole
BlackRock Institutional Trust Company, N.A.	68,012	$4,691,467	33.4%	Sole
Aperio Group, LLC	1,173	$80,913	0.6%	Sole

DIMENSIONAL FUND ADVISORS LP

$13,714,395

8.58%

198,817

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Dimensional Fund Advisors Ltd.	312	$21,521	0.2%	Defined
DFA Australia Ltd.	1,778	$122,646	0.9%	Defined
Dimensional Ireland Ltd	6,630	$457,337	3.3%	Defined
Held directly	190,097	$13,112,891	95.6%	Sole

RENAISSANCE TECHNOLOGIES LLC

$12,127,649

7.59%

175,814

VANGUARD CAPITAL MANAGEMENT LLC

$9,280,224

5.80%

134,535

GEODE CAPITAL MANAGEMENT, LLC

$7,453,150

4.66%

108,048

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
GEODE CAPITAL MANAGEMENT TRUST COMPANY, LLC	11,545	$796,374	10.7%	Defined
Held directly	96,503	$6,656,776	89.3%	Defined

Minerva Advisors LLC

$6,457,562

4.04%

93,615

HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC

$5,879,234

3.68%

85,231

RICE HALL JAMES & ASSOCIATES, LLC

$4,922,619

3.08%

71,363

MORGAN STANLEY

$4,805,902

3.01%

69,671

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
MORGAN STANLEY & CO INTERNATIONAL PLC	33	$2,276	0.0%	Defined
MORGAN STANLEY & CO. LLC	873	$60,219	1.3%	Defined
MORGAN STANLEY CAPITAL SERVICES, LLC	7,662	$528,524	11.0%	Defined
MORGAN STANLEY SMITH BARNEY LLC	440	$30,350	0.6%	Defined
PARAMETRIC PORTFOLIO ASSOCIATES LLC	60,663	$4,184,533	87.1%	Defined

STATE STREET CORP

$4,410,374

2.76%

63,937

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
STATE STREET GLOBAL ADVISORS EUROPE LIMITED joint	63,937	$4,410,374	100.0%	Defined

Quantinno Capital Management LP

$2,971,244

1.86%

43,074

UBS Group AG

$2,370,773

1.48%

34,369

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
UBS Financial Services Inc	34,038	$2,347,941	99.0%	Defined
UBS AG	331	$22,832	1.0%	Defined

Bank of New York Mellon Corp

$2,363,458

1.48%

34,263

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Mellon Investments Corporation	13,893	$958,339	40.5%	Defined
The Bank of New York Mellon	4,761	$328,413	13.9%	Defined
BNY Mellon, NA joint	196	$13,519	0.6%	Defined
BNY Mellon Advisors, Inc.	2,783	$191,971	8.1%	Defined
Newton Investment Management North America, LLC	12,628	$871,079	36.9%	Defined
Held directly	2	$137	0.0%	Defined

NORTHERN TRUST CORP

$2,076,573

1.30%

30,104

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
NORTHERN TRUST CO joint	29,656	$2,045,670	98.5%	Defined
DWS INVESTMENT MANAGEMENT AMERICAS, INC joint	448	$30,903	1.5%	Other

Huber Capital Management LLC

$2,001,040

1.25%

29,009

Cardinal Capital Management

$1,868,944

1.17%

27,094

EVERETT HARRIS & CO /CA/

$1,650,898

1.03%

23,933

PRICE T ROWE ASSOCIATES INC /MD/

$1,513,283

0.95%

21,938

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
T. Rowe Price International Ltd	13,138	$906,259	59.9%	Defined
Held directly	8,800	$607,024	40.1%	Sole

O'SHAUGHNESSY ASSET MANAGEMENT, LLC

$1,495,693

0.94%

21,683

SEGALL BRYANT & HAMILL, LLC

$1,486,312

0.93%

21,547

VANGUARD PORTFOLIO MANAGEMENT LLC

$1,398,638

0.87%

20,276

VANGUARD FIDUCIARY TRUST CO

$1,380,565

0.86%

20,014

BARD ASSOCIATES INC

$1,273,025

0.80%

18,455

FMR LLC

$1,246,330

0.78%

18,068

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Fidelity Management & Research Co LLC	2,822	$194,661	15.6%	Defined
STRATEGIC ADVISERS LLC	15,246	$1,051,669	84.4%	Defined

LSV ASSET MANAGEMENT

$1,238,811

0.77%

17,959

AQR CAPITAL MANAGEMENT LLC

$1,034,213

0.65%

14,993

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
RF&L WEALTH MANAGEMENT, LLC	2	$137	0.0%	Other
Prism Planning Partners LLC	35	$2,414	0.2%	Other
Compound Planning, Inc.	1	$68	0.0%	Other
Arax Advisory Partners	343	$23,660	2.3%	Other
HALBERT HARGROVE GLOBAL ADVISORS, LLC	65	$4,483	0.4%	Other
Stokes Family Office, LLC	29	$2,000	0.2%	Other
Held directly	14,518	$1,001,451	96.8%	Defined

LPL Financial LLC

$1,002,141

0.63%

14,528

RITHOLTZ WEALTH MANAGEMENT

$905,293

0.57%

13,124

ROYAL BANK OF CANADA

$805,616

0.50%

11,679

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
RBC CMA LTD.	69	$4,759	0.6%	Defined
RBC Capital Markets, LLC	11,061	$762,987	94.7%	Defined
RBC Dominion Securities Inc.	549	$37,870	4.7%	Defined

CHARLES SCHWAB INVESTMENT MANAGEMENT INC

$767,126

0.48%

11,121

ENVESTNET ASSET MANAGEMENT INC

$727,601

0.46%

10,548

D. E. Shaw & Co., Inc.

$602,540

0.38%

8,735

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
D. E. SHAW & CO, L.P.	8,735	$602,540	100.0%	Defined

MERCER GLOBAL ADVISORS INC /ADV

$595,504

0.37%

8,633

GOLDMAN SACHS GROUP INC

$595,090

0.37%

8,627

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
GOLDMAN SACHS ASSET MANAGEMENT, L.P.	8,627	$595,090	100.0%	Defined

OSAIC HOLDINGS, INC.

$550,736

0.34%

7,984

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
OSAIC WEALTH, INC.	7,984	$550,736	100.0%	Defined

Sanctuary Advisors, LLC

$543,976

0.34%

7,886

AMERIPRISE FINANCIAL INC

$493,758

0.31%

7,158

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Columbia Management Investment Advisers, LLC	7,158	$493,758	100.0%	Defined

Atria Investments, Inc

$486,584

0.30%

7,054

AMERICAN CENTURY COMPANIES INC

$486,515

0.30%

7,053

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
AMERICAN CENTURY INVESTMENT MANAGEMENT INC	7,053	$486,515	100.0%	Defined

Bridge City Capital, LLC

$458,992

0.29%

6,654

BRIDGEWAY CAPITAL MANAGEMENT, LLC

$386,288

0.24%

5,600

ALLIANCEBERNSTEIN L.P.

$379,390

0.24%

5,500

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Equitable Holdings, Inc.	5,500	$379,390	100.0%	Defined

SEIZERT CAPITAL PARTNERS, LLC

$375,113

0.23%

5,438

ARROWSTREET CAPITAL, LIMITED PARTNERSHIP

$367,525

0.23%

5,328

RAYMOND JAMES FINANCIAL INC

$356,349

0.22%

5,166

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
RAYMOND JAMES & ASSOCIATES	65	$4,483	1.3%	Defined
Raymond James Financial Services Advisors, Inc.	5,101	$351,866	98.7%	Defined

&PARTNERS

$353,522

0.22%

5,125

State of Wyoming

$331,310

0.21%

4,803

Invesco Ltd.

$326,825

0.20%

4,738

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Invesco Advisers, Inc. joint	493	$34,006	10.4%	Defined
Invesco Trust Co joint	1,215	$83,810	25.6%	Defined
Invesco Capital Management LLC	3,030	$209,009	64.0%	Defined

Nuveen, LLC

$317,376

0.20%

4,601

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Nuveen Asset Management, LLC joint	50	$3,449	1.1%	Defined
TEACHERS ADVISORS, LLC joint	4,551	$313,927	98.9%	Defined

Russell Investments Group, Ltd.

$313,858

0.20%

4,550

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Russell Investment Management, LLC	4,550	$313,858	100.0%	Defined

BANK OF AMERICA CORP /DE/

$282,680

0.18%

4,098

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
BANK OF AMERICA NA	4,098	$282,680	100.0%	Defined

EXCHANGE TRADED CONCEPTS, LLC

$282,404

0.18%

4,094

RHUMBLINE ADVISERS

$279,989

0.18%

4,059

MARTINGALE ASSET MANAGEMENT L P

$276,747

0.17%

4,012

Penobscot Investment Management Company, Inc.

$275,920

0.17%

4,000

GUGGENHEIM CAPITAL LLC

$272,539

0.17%

3,951

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
SECURITY INVESTORS LLC	3,931	$271,160	99.5%	Defined
Guggenheim Partners Investment Management, LLC joint	20	$1,379	0.5%	Defined

DEUTSCHE BANK AG\

$226,115

0.14%

3,278

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
DWS INVESTMENT MANAGEMENT AMERICAS, INC	321	$22,142	9.8%	Defined
DWS Investments UK Ltd	2,957	$203,973	90.2%	Defined

Empowered Funds, LLC

$225,150

0.14%

3,264

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Sequoia Financial Group, LLC	3,264	$225,150	100.0%	Other

Vident Advisory, LLC

$209,561

0.13%

3,038

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Acuitas Investments, LLC	3,038	$209,561	100.0%	Defined

WELLS FARGO & COMPANY/MN

$177,139

0.11%

2,568

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
WELLS FARGO BANK N A	2,544	$175,485	99.1%	Defined
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC	2	$137	0.1%	Defined
WELLS FARGO CLEARING SERVICES, LLC	0	$0	0.0%	Defined
WELLS FARGO INVESTMENT INSTITUTE, INC.	22	$1,517	0.9%	Defined

MetLife Investment Management, LLC

$151,893

0.10%

2,202

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
METLIFE INC	2,202	$151,893	100.0%	Defined

CITIGROUP INC

$150,720

0.09%

2,185

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Citigroup Financial Products Inc. joint	2,185	$150,720	100.0%	Defined

SG Americas Securities, LLC

$112,644

0.07%

1,633

JPMORGAN CHASE & CO

$112,505

0.07%

1,631

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
JPMorgan Chase Bank, N.A.	1,260	$86,914	77.3%	Defined
J.P. Morgan Investment Management Inc.	340	$23,453	20.8%	Defined
J.P. Morgan Securities plc	31	$2,138	1.9%	Defined

NEW YORK STATE COMMON RETIREMENT FUND

$98,572

0.06%

1,429

MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.

$96,503

0.06%

1,399

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Global X Management CO LLC joint	1,399	$96,503	100.0%	Defined

Vanguard Global Advisers, LLC

$83,327

0.05%

1,208

BNP PARIBAS ARBITRAGE, SA

$71,256

0.04%

1,033

Copeland Capital Management, LLC

$70,704

0.04%

1,025

Police & Firemen's Retirement System of New Jersey

$66,082

0.04%

958

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Mellon Capital	958	$66,082	100.0%	Defined

BARCLAYS PLC

$60,771

0.04%

881

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
BARCLAYS BANK PLC	835	$57,598	94.8%	Defined
BARCLAYS CAPITAL INC.	46	$3,173	5.2%	Defined

FIFTH THIRD BANCORP

$47,941

0.03%

695

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Fifth Third Bank, National Association	695	$47,941	100.0%	Defined

PNC FINANCIAL SERVICES GROUP, INC.

$42,904

0.03%

622

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
PNC Bank, National Association	622	$42,904	100.0%	Other

Arax Advisory Partners

$40,077

0.03%

581

Golden State Wealth Management, LLC

$34,490

0.02%

500

Versant Capital Management, Inc

$30,351

0.02%

440

US BANCORP \DE\

$28,557

0.02%

414

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
US BANK NATIONAL ASSOCIATION	414	$28,557	100.0%	Defined

Tower Research Capital LLC (TRC)

$28,143

0.02%

408

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Latour Trading LLC (Latour)	408	$28,143	100.0%	Defined

UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC

$27,109

0.02%

393

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
UBS Group AG	393	$27,109	100.0%	Defined

MassMutual Private Wealth & Trust, FSB

$25,660

0.02%

372

JONES FINANCIAL COMPANIES LLLP

$22,418

0.01%

325

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Edward D. Jones & Co., L.P.	325	$22,418	100.0%	Sole

North Star Investment Management Corp.

$21,590

0.01%

313

Ameritas Investment Partners, Inc.

$20,418

0.01%

296

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
EATON VANCE MANAGEMENT	296	$20,418	100.0%	Other

Legal & General Group Plc

$20,349

0.01%

295

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Legal & General Investment Management America Inc	295	$20,349	100.0%	Defined

Pinnacle Wealth Planning Services, Inc.

$16,417

0.01%

238

Federation des caisses Desjardins du Quebec

$15,520

0.01%

225

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Desjardins Securities inc.	225	$15,520	100.0%	Defined

GAMMA Investing LLC

$15,520

0.01%

225

NISA INVESTMENT ADVISORS, LLC

$13,727

0.01%

199

WealthCollab, LLC

$12,830

0.01%

186

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Manager 1	186	$12,830	100.0%	Defined

Covestor Ltd

$10,898

0.01%

158

Integrated Wealth Concepts LLC

$4,761

0.00%

SIGNATUREFD, LLC

$4,621

0.00%

HARBOR CAPITAL ADVISORS, INC.

$4,000

0.00%

Sterling Capital Management LLC

$3,931

0.00%

Physician Wealth Advisors, Inc.

$3,655

0.00%

Essential Partners LLC

$3,586

0.00%

Avion Wealth

$3,311

0.00%

JPL Wealth Management, LLC

$3,173

0.00%

EverSource Wealth Advisors, LLC

$2,480

0.00%

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
BMSS Wesson Wealth Solutions, LLC	6	$412	16.6%	Sole
Held directly	30	$2,068	83.4%	Sole

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Optiver VOF	2	$137	100.0%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
SEI INVESTMENTS MANAGEMENT CORP	47	$2,913	1.1%	Sole
SEI TRUST CO	4,050	$251,059	98.9%	Sole

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Quadrature US Inc.	3,321	$205,868	100.0%	Other

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Fidelity Institutional Asset Management Trust Co	4	$247	0.2%	Sole
Held directly	1,860	$115,301	99.8%	Sole

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
ROCKEFELLER FINANCIAL LLC	273	$16,923	100.0%	Defined

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