UTMD · Utah Medical Products Inc · Shareholders & Ownership

$75.06 +0.34 (+0.46%)

Russell 2000 member Rebalance outlook locked

Market Cap

$238.18M

3.18M

Volume · Oct 22 70.42K Avg daily vol (3M) 37K

Every disclosed holder of UTMD in one list: 13F institutions, Schedule 13D and 13G filers, insiders (Forms 3, 4 and 5) and registered funds, each from its own latest filing. Holders nest by CIK and SEC reporting links, never by name, and each is summed once.

How the holder list picks a filing →

Who Owns UTMD

13F quarter Sep 30, 2026, combined view: filers that have not filed yet carry their Jun 30, 2026 positions

Holder group	Holders	Shares	% Out	Summed
Institutional (13F)	116	2,322,626	72.95%	Yes
Insiders (Forms 3, 4, 5)	3	21,598	0.68%	Yes
13D/G-only blocks	1	269,166	8.45%	Yes
Remaining	—	570,428	17.92%	Rest
Registered funds (N-PORT, not summed)	138	953,638	29.95%	No

Shares outstanding: 3,183,818, the issuer's latest cover-page count restated onto today's split basis.

13D/G-only counts each filer's latest 13D or 13G that no 13F report of the listing contains, that names no 13F filer and that no counted insider files. Funds are never summed: their shares sit inside their advisers' 13F reports.

Holders of UTMD

One row per holder Every filing By ultimate parent

All 13F Funds Insiders 13D/G Non-US

#	Holder	Shares	% Out	Change	As of	Notes
1	BRANDES INVESTMENT PARTNERS, LP 13F CIK 1015079 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	475,158	14.92%	+25,879	Jun 30, 2026	carried, not yet filed for the newest quarter
1.1	BRANDES INVESTMENT PARTNERS, LP 13G CIK 1015079 · Registered investment adviser · Jun 30, 2026 Rule 13d-1(b), qualified institution, not summed	475,158	14.92%	+25,478	Jun 30, 2026	Rule 13d-1(b), qualified institution, not summed
1.2	Brandes Small Cap Value Fund Fund S000084888 · Registered fund · Jun 30, 2026 Datum One Series Trust, not summed	218,681	6.87%	+22,279	Jun 30, 2026	Datum One Series Trust, not summed
2	T. Rowe Price Investment Management, Inc. 13G CIK 1897612 · Investment adviser · Dec 31, 2023	269,166	8.45%	—	Dec 31, 2023
3	BlackRock, Inc. 13F CIK 2012383 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	203,690	6.40%	+16,041	Jun 30, 2026	carried, not yet filed for the newest quarter
3.1	iShares Russell 2000 ETF Fund S000004344 · Registered fund · Jun 30, 2026 iShares Trust, not summed	67,441	2.12%	+7,290	Jun 30, 2026	iShares Trust, not summed
3.2	iShares Russell 2000 Value ETF Fund S000004342 · Registered fund · Jun 30, 2026 iShares Trust, not summed	28,429	0.89%	+4,588	Jun 30, 2026	iShares Trust, not summed
3.3	iShares Micro-Cap ETF Fund S000004439 · Registered fund · Jun 30, 2026 iShares Trust, not summed	10,269	0.32%	+2,587	Jun 30, 2026	iShares Trust, not summed
3.4	Master Small Cap Index Series Fund S000002716 · Registered fund · Jun 30, 2026 Quantitative Master Series LLC, not summed	5,035	0.16%	0	Jun 30, 2026	Quantitative Master Series LLC, not summed
3.5	iShares Russell 3000 ETF Fund S000004341 · Registered fund · Jun 30, 2026 iShares Trust, not summed	1,150	0.04%	-7	Jun 30, 2026	iShares Trust, not summed
4	DIMENSIONAL FUND ADVISORS LP 13F CIK 354204 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	198,817	6.24%	+909	Jun 30, 2026	carried, not yet filed for the newest quarter
4.1	U.S. SMALL CAP VALUE PORTFOLIO Fund S000000987 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	36,560	1.15%	+2,302	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
4.2	U.S. MICRO CAP PORTFOLIO Fund S000000948 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	30,301	0.95%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
4.3	U.S. Targeted Value Portfolio Fund S000000970 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	21,809	0.69%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
4.4	U.S. SMALL CAP PORTFOLIO Fund S000000971 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	21,622	0.68%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
4.5	Dimensional U.S. Targeted Value ETF Fund S000070901 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	19,149	0.60%	-1,056	Jul 31, 2026	Dimensional ETF Trust, not summed
5	RENAISSANCE TECHNOLOGIES LLC 13F CIK 1037389 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	175,814	5.52%	-8,300	Jun 30, 2026	carried, not yet filed for the newest quarter
5.1	RENAISSANCE TECHNOLOGIES LLC 13G CIK 1037389 · Registered investment adviser · Jun 30, 2026 Rule 13d-1(b), qualified institution, not summed	175,814	5.52%	-54,800	Jun 30, 2026	Rule 13d-1(b), qualified institution, not summed
6	VANGUARD CAPITAL MANAGEMENT LLC 13F CIK 2100119 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	134,535	4.23%	-4,025	Jun 30, 2026	carried, not yet filed for the newest quarter
7	GEODE CAPITAL MANAGEMENT, LLC 13F CIK 1214717 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	108,048	3.39%	-12,049	Jun 30, 2026	carried, not yet filed for the newest quarter
8	VANGUARD TOTAL STOCK MARKET INDEX FUND Fund S000002848 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	97,788	3.07%	-3,648	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
9	Minerva Advisors LLC 13F CIK 1541536 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	93,615	2.94%	0	Jun 30, 2026	carried, not yet filed for the newest quarter
10	HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC 13F CIK 1164833 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	85,231	2.68%	-3,900	Jun 30, 2026	carried, not yet filed for the newest quarter
10.1	Hotchkis and Wiley Small Cap Diversified Value Fund Fund S000045868 · Registered fund · Jun 30, 2026 HOTCHKIS & WILEY FUNDS/DE/, not summed	21,800	0.68%	0	Jun 30, 2026	HOTCHKIS & WILEY FUNDS/DE/, not summed
11	RICE HALL JAMES & ASSOCIATES, LLC 13F CIK 1230765 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	71,363	2.24%	+3,481	Jun 30, 2026	carried, not yet filed for the newest quarter
12	MORGAN STANLEY 13F CIK 895421 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	69,671	2.19%	+20,870	Jun 30, 2026	carried, not yet filed for the newest quarter
13	STATE STREET CORP 13F CIK 93751 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	63,937	2.01%	-465	Jun 30, 2026	carried, not yet filed for the newest quarter
13.1	STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO Fund S000050332 · Registered fund · Jun 30, 2026 STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed	1,036	0.03%	0	Jun 30, 2026	STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed
13.2	State Street Total Return V.I.S. Fund Fund S000001637 · Registered fund · Jun 30, 2026 STATE STREET VARIABLE INSURANCE SERIES FUNDS INC, not summed	71	0.00%	0	Jun 30, 2026	STATE STREET VARIABLE INSURANCE SERIES FUNDS INC, not summed
14	Quantinno Capital Management LP 13F CIK 1759654 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	43,074	1.35%	+13,233	Jun 30, 2026	carried, not yet filed for the newest quarter
15	UBS Group AG 13F CIK 1610520 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	34,369	1.08%	-2,547	Jun 30, 2026	carried, not yet filed for the newest quarter
16	Bank of New York Mellon Corp 13F CIK 1390777 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	34,263	1.08%	+2,181	Jun 30, 2026	carried, not yet filed for the newest quarter
17	VANGUARD EXTENDED MARKET INDEX FUND Fund S000002841 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	33,310	1.05%	-119	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
18	NORTHERN TRUST CORP 13F CIK 73124 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	30,104	0.95%	-188	Jun 30, 2026	carried, not yet filed for the newest quarter
18.1	Small Cap Core Fund Fund S000001244 · Registered fund · Jun 30, 2026 Northern Funds, not summed	1,850	0.06%	-89	Jun 30, 2026	Northern Funds, not summed
18.2	Small Cap Index Fund Fund S000001245 · Registered fund · Jun 30, 2026 Northern Funds, not summed	1,554	0.05%	-35	Jun 30, 2026	Northern Funds, not summed
19	Cardinal Capital Management 13F CIK 1434845 · Registered investment adviser · Sep 30, 2026	29,458	0.93%	+2,364	Sep 30, 2026
20	Huber Capital Management LLC 13F CIK 1511697 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	29,009	0.91%	-6,906	Jun 30, 2026	carried, not yet filed for the newest quarter
20.1	Huber Small Cap Value Fund Fund S000018428 · Registered fund · Jul 31, 2026 Advisors Series Trust, not summed	12,989	0.41%	-2,055	Jul 31, 2026	Advisors Series Trust, not summed
21	EVERETT HARRIS & CO /CA/ 13F CIK 1009254 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	23,933	0.75%	-1,631	Jun 30, 2026	carried, not yet filed for the newest quarter
22	PRICE T ROWE ASSOCIATES INC /MD/ 13F CIK 80255 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	21,938	0.69%	+3,638	Jun 30, 2026	carried, not yet filed for the newest quarter
22.1	T. Rowe Price Small-Cap Index Fund Fund S000051327 · Registered fund · Jun 30, 2026 T. ROWE PRICE INDEX TRUST, INC., not summed	400	0.01%	+92	Jun 30, 2026	T. ROWE PRICE INDEX TRUST, INC., not summed
23	O'SHAUGHNESSY ASSET MANAGEMENT, LLC 13F CIK 1423442 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	21,683	0.68%	+396	Jun 30, 2026	carried, not yet filed for the newest quarter
24	SEGALL BRYANT & HAMILL, LLC 13F CIK 1006378 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	21,547	0.68%	0	Jun 30, 2026	carried, not yet filed for the newest quarter
25	RICHINS PAUL O Insider CIK 1194248 · Jun 29, 2026 Director, issuer-wide	20,765	0.65%	-371	Jun 29, 2026	Director, issuer-wide
26	VANGUARD PORTFOLIO MANAGEMENT LLC 13F CIK 2100121 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	20,276	0.64%	+2,839	Jun 30, 2026	carried, not yet filed for the newest quarter
27	VANGUARD FIDUCIARY TRUST CO 13F CIK 933478 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	20,014	0.63%	+958	Jun 30, 2026	carried, not yet filed for the newest quarter
28	BARD ASSOCIATES INC 13F CIK 1105907 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	18,455	0.58%	+94	Jun 30, 2026	carried, not yet filed for the newest quarter
29	FMR LLC 13F CIK 315066 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	18,068	0.57%	+6	Jun 30, 2026	carried, not yet filed for the newest quarter
29.1	Fidelity Small Cap Index Fund Fund S000033638 · Registered fund · Jul 31, 2026 Fidelity Salem Street Trust, not summed	33,689	1.06%	+3,728	Jul 31, 2026	Fidelity Salem Street Trust, not summed
29.2	Fidelity Small-Mid Multifactor ETF Fund S000064786 · Registered fund · Jul 31, 2026 Fidelity Covington Trust, not summed	31,903	1.00%	+1,148	Jul 31, 2026	Fidelity Covington Trust, not summed
29.3	Fidelity Extended Market Index Fund Fund S000006021 · Registered fund · May 31, 2026 Fidelity Concord Street Trust, not summed	14,810	0.47%	+68	May 31, 2026	Fidelity Concord Street Trust, not summed
29.4	Strategic Advisers Fidelity U.S. Total Stock Fund Fund S000061481 · Registered fund · May 31, 2026 Fidelity Rutland Square Trust II, not summed	9,156	0.29%	+556	May 31, 2026	Fidelity Rutland Square Trust II, not summed
29.5	Strategic Advisers U.S. Total Stock Fund Fund S000084926 · Registered fund · May 31, 2026 Fidelity Rutland Square Trust II, not summed	6,791	0.21%	+436	May 31, 2026	Fidelity Rutland Square Trust II, not summed
30	LSV ASSET MANAGEMENT 13F CIK 1050470 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	17,959	0.56%	-1,900	Jun 30, 2026	carried, not yet filed for the newest quarter
31	SmallCap Value Fund II Fund S000007169 · Registered fund · Jul 31, 2026 Principal Funds, Inc, not summed	16,403	0.52%	+140	Jul 31, 2026	Principal Funds, Inc, not summed
32	VANGUARD RUSSELL 2000 INDEX FUND Fund S000030003 · Registered fund · May 31, 2026 VANGUARD SCOTTSDALE FUNDS, not summed	15,481	0.49%	+464	May 31, 2026	VANGUARD SCOTTSDALE FUNDS, not summed
33	AQR CAPITAL MANAGEMENT LLC 13F CIK 1167557 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	14,993	0.47%	+4,722	Jun 30, 2026	carried, not yet filed for the newest quarter
34	Clearwater Select Equity Fund Fund S000000698 · Registered fund · Jun 30, 2026 Clearwater Investment Trust, not summed	14,602	0.46%	0	Jun 30, 2026	Clearwater Investment Trust, not summed
35	LPL Financial LLC 13F CIK 1403438 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	14,528	0.46%	+3,047	Jun 30, 2026	carried, not yet filed for the newest quarter
36	RITHOLTZ WEALTH MANAGEMENT 13F CIK 1698218 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	13,124	0.41%	-1,683	Jun 30, 2026	carried, not yet filed for the newest quarter
37	ROYAL BANK OF CANADA 13F CIK 1000275 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	11,679	0.37%	+119	Jun 30, 2026	carried, not yet filed for the newest quarter
38	CHARLES SCHWAB INVESTMENT MANAGEMENT INC 13F CIK 884546 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	11,121	0.35%	+1,283	Jun 30, 2026	carried, not yet filed for the newest quarter
38.1	Schwab Small-Cap Index Fund Fund S000005912 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	7,671	0.24%	+1,191	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
38.2	Schwab Total Stock Market Index Fund Fund S000005913 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	2,665	0.08%	0	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
39	ENVESTNET ASSET MANAGEMENT INC 13F CIK 1407543 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	10,548	0.33%	+468	Jun 30, 2026	carried, not yet filed for the newest quarter
40	D. E. Shaw & Co., Inc. 13F CIK 1009207 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	8,735	0.27%	0	Jun 30, 2026	carried, not yet filed for the newest quarter
41	MERCER GLOBAL ADVISORS INC /ADV 13F CIK 853758 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	8,633	0.27%	-245	Jun 30, 2026	carried, not yet filed for the newest quarter
42	GOLDMAN SACHS GROUP INC 13F CIK 886982 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	8,627	0.27%	-3,822	Jun 30, 2026	carried, not yet filed for the newest quarter
42.1	Goldman Sachs Absolute Return Tracker Fund Fund S000020314 · Registered fund · Jun 30, 2026 GOLDMAN SACHS TRUST, not summed	6,227	0.20%	+1,951	Jun 30, 2026	GOLDMAN SACHS TRUST, not summed
43	AST Small-Cap Equity Portfolio Fund S000001978 · Registered fund · Jun 30, 2026 Advanced Series Trust, not summed	8,497	0.27%	0	Jun 30, 2026	Advanced Series Trust, not summed
44	OSAIC HOLDINGS, INC. 13F CIK 1677044 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	7,984	0.25%	-1,023	Jun 30, 2026	carried, not yet filed for the newest quarter
45	Sanctuary Advisors, LLC 13F CIK 1777271 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	7,886	0.25%	+4,258	Jun 30, 2026	carried, not yet filed for the newest quarter
46	AMERIPRISE FINANCIAL INC 13F CIK 820027 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	7,158	0.22%	+58	Jun 30, 2026	carried, not yet filed for the newest quarter
47	Multi-Manager Small Cap Equity Strategies Fund Fund S000036206 · Registered fund · May 31, 2026 COLUMBIA FUNDS SERIES TRUST I, not summed	7,100	0.22%	0	May 31, 2026	COLUMBIA FUNDS SERIES TRUST I, not summed
48	AMERICAN CENTURY COMPANIES INC 13F CIK 748054 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	7,053	0.22%	-200	Jun 30, 2026	carried, not yet filed for the newest quarter
49	Bridge City Capital, LLC 13F CIK 1713521 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	6,654	0.21%	-637	Jun 30, 2026	carried, not yet filed for the newest quarter
50	Atria Investments, Inc 13F CIK 1535865 · Registered investment adviser · Sep 30, 2026	6,587	0.21%	-467	Sep 30, 2026

22 more nested rows are not shown here; Every filing lists them all.

Shares are restated onto today's split basis. Change compares each row with the same holder's previous filing in the same source; a dash means there is none to compare. Nested 13D/G, insider and fund rows are not summed, since a 13F report already holds them.

Showing 1–50 of 195 holders

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Key facts CIK 706698 CUSIP 917488108 13F (30d) 17 filings 17 filers Visit website Investor relations