Utah Medical ProductsUTMD

13F holders, Q2 2024 (June 30)
101holders +1
16new positions
19sold out
5famous investors
$66.95avg. 13F price*

At the end of Q2 2024, 101 institutions reported holding Utah Medical Products Inc. (UTMD) in their 13F filings, up 1 from Q1 2024. 16 opened new positions and 19 sold out. The largest holders were FMR LLC ($27.7M), Renaissance Technologies ($15.2M) and BlackRock Inc. ($13.2M). 5 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), Israel Englander (0.0% of Millennium Management's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).

Company
Utah Medical Products Inc.
CUSIP
917488108
Latest filing quarter
Q2 2026

History

Number of 13F holders

050100150 Q1 2024: 100Q1 2024Q2 2024: 101Q2 2024Q3 2024: 110Q3 2024Q4 2024: 112Q4 2024Q1 2025: 109Q1 2025Q2 2025: 112Q2 2025Q3 2025: 117Q3 2025Q4 2025: 117Q4 2025Q1 2026: 119Q1 2026Q2 2026: 114Q2 2026

Total Exit/New Position Q1 2024 → Q2 2024

InstitutionsTotal Value
New Positions16$3.8M
Exits19$6.7M

All 13F filers, Q1 2024 → Q2 2024: 206,971 shares bought and 293,434 shares sold, net −86,463 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 101 holders

FMR LLC 0.00% Add +5.5% 414,462 $27.7M
Renaissance Technologies 0.03% Reduce -2.3% 227,114 $15.2M
BlackRock Inc. 0.00% Reduce -8.2% 196,883 $13.2M
Vanguard Group Inc. 0.00% Reduce -2.5% 178,575 $11.9M
Dimensional Fund Advisors LP 0.00% Add +5.4% 170,310 $11.4M
Brandes Investment Partners, LP 0.10% Add +66.2% 116,524 $7.8M
Geode Capital Management, LLC 0.00% Add +20.2% 88,564 $5.9M
Ranger Investment Management, L.P. 0.39% Add +5.3% 84,754 $5.7M
State Street Corp. 0.00% Reduce -0.6% 80,162 $5.4M
Rice Hall James & Associates, LLC 0.27% Add +3.8% 67,041 $4.5M
JPMorgan Chase & Co. 0.00% Reduce -13.5% 62,766 $4.2M
Bank of New York Mellon Corp 0.00% Add +2.9% 49,604 $3.3M
Russell Investments Group, Ltd. 0.00% Reduce -1.1% 41,380 $2.8M
Isthmus Partners, LLC 0.31% Add +12.3% 39,967 $2.7M
Hotchkis & Wiley Capital Management LLC 0.01% Add +9.4% 38,980 $2.6M
Millennium Management 0.00% Reduce -23.0% 38,964 $2.6M
Morgan Stanley 0.00% Reduce -26.7% 35,854 $2.4M
Northern Trust Corp. 0.00% Reduce -3.5% 35,772 $2.4M
Los Angeles Capital Management LLC 0.01% Add +154.3% 33,283 $2.2M
T. Rowe Price Associates Inc. 0.00% Add +4.4% 23,941 $1.6M
Two Sigma Advisers, LP 0.00% Reduce -1.8% 22,300 $1.5M
Citadel Advisors 0.00% Reduce -47.0% 20,770 $1.4M
Bank of Montreal 0.00% New 15,559 $1.3M
Bard Associates Inc. 0.50% Add +0.7% 19,557 $1.3M
Two Sigma Investments, LP 0.00% Reduce -27.8% 19,104 $1.3M
Royce & Associates LP 0.01% No change 16,203 $1.1M
Cardinal Capital Management 0.18% Add +6.2% 15,645 $1.0M
LSV Asset Management 0.00% No change 13,821 $923K
Nuveen Asset Management, LLC 0.00% Add +11.8% 12,669 $846K
American Century Companies Inc. 0.00% Add +18.1% 11,921 $796K
D. E. Shaw & Co. 0.00% Reduce -33.6% 10,787 $721K
Charles Schwab Investment Management Inc. 0.00% Reduce -1.0% 9,630 $643K
Man Group plc 0.00% Add +54.1% 9,281 $620K
Quadrature Capital Ltd 0.01% Reduce -73.6% 8,521 $574K
Kings Path Partners LLC 0.27% — 8,509 $568K
Everett Harris & Co. 0.01% Reduce -44.2% 8,002 $535K
Trexquant Investment LP 0.01% Reduce -19.3% 7,770 $519K
Minerva Advisors LLC 0.34% New 7,534 $503K
Atria Investments, Inc 0.01% New 7,249 $484K
AQR Capital Management 0.00% New 7,151 $478K
Invesco Ltd. 0.00% Add +21.9% 6,650 $444K
Globeflex Capital L P 0.04% No change 6,336 $423K
Penn Mutual Asset Management 1.39% Reduce -51.2% 6,298 $421K
Sanctuary Advisors, LLC 0.00% — 6,266 $413K
Connor, Clark & Lunn Investment Management Ltd. 0.00% Add +40.1% 6,007 $401K
Jane Street Group, LLC 0.00% Add +62.7% 5,879 $393K
Envestnet Asset Management Inc. 0.00% Add +9.5% 5,617 $375K
Qube Research & Technologies Ltd 0.00% Add +21.8% 5,607 $375K
Rhumbline Advisers 0.00% Add +17.3% 5,508 $368K
Bridge City Capital, LLC 0.12% Add +15.6% 5,264 $352K
Alliancebernstein L.P. 0.00% Add +6.3% 5,100 $341K
Advisory Services Network, LLC 0.01% Reduce -2.9% 4,793 $320K
Ameriprise Financial Inc. 0.00% No change 4,604 $308K
Sequoia Financial Advisors, LLC 0.00% New 4,597 $307K
Mercer Global Advisors Inc. 0.00% Reduce -0.2% 4,350 $291K
EntryPoint Capital, LLC 0.12% Add +23.6% 4,003 $267K
Penobscot Investment Management Company, Inc. 0.03% No change 4,000 $267K
Martingale Asset Management L P 0.01% Add +2.7% 3,767 $252K
Lazard Asset Management LLC 0.00% Add +134.9% 3,761 $251K
Seizert Capital Partners, LLC 0.01% Reduce -12.0% 3,624 $242K
Bank of America Corp. 0.00% Add +110.0% 3,533 $236K
Cambridge Investment Research Advisors, Inc. 0.00% New 3,519 $235K
Goldman Sachs Group Inc. 0.00% Reduce -59.7% 3,105 $207K
Aviva PLC 0.00% New 3,060 $204K
Royal Bank of Canada 0.00% Add +120.8% 2,819 $188K
Victory Capital Management Inc. 0.00% Add +124.4% 2,673 $179K
MetLife Investment Management, LLC 0.00% Add +8.5% 2,202 $147K
UBS Group AG 0.00% Reduce -45.3% 1,971 $132K
State of Wyoming 0.02% New 1,842 $123K
Corebridge Financial, Inc. 0.00% — 1,822 $122K
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% — 1,627 $109K
Wells Fargo & Company 0.00% Add +24.8% 1,512 $101K
Barclays PLC 0.00% Reduce -43.5% 1,456 $97K
New York State Common Retirement Fund 0.00% No change 1,429 $95K
Allspring Global Investments Holdings, LLC 0.00% New 1,239 $83K
Citigroup Inc. 0.00% Add +103.3% 1,220 $82K
STRS Ohio 0.00% Reduce -76.2% 1,000 $67K
US Bancorp \de 0.00% Reduce -3.1% 927 $62K
Clean Yield Group 0.02% Reduce -97.3% 850 $57K
PNC Financial Services Group, Inc. 0.00% Add +165.3% 796 $53K
BNP Paribas Financial Markets 0.00% Reduce -93.4% 551 $37K
Osaic Holdings, Inc. 0.00% Add +17.2% 546 $36K
Tower Research Capital LLC (TRC) 0.00% Add +2414.3% 528 $35K
Loomis Sayles & Co. L P 0.00% Reduce -97.8% 330 $22K
Cwm, LLC 0.00% New 295 $20K
Ameritas Investment Partners, Inc. 0.00% No change 296 $20K
Legal & General Group Plc 0.00% Reduce -52.0% 295 $20K
California State Teachers Retirement System 0.00% Reduce -29.0% 245 $16K
Federation des caisses Desjardins du Quebec 0.00% No change 225 $15K
Comerica Bank 0.00% Add +71.2% 178 $12K
Arax Advisory Partners 0.00% New 130 $9K
First Horizon Advisors, Inc. 0.00% Add +40.2% 122 $8K
Amalgamated Bank 0.00% No change 119 $8K
WealthCollab, LLC 0.00% Add +343.8% 71 $5K
Innealta Capital, LLC 0.00% New 61 $4K
Signaturefd, LLC 0.00% No change 38 $3K
Covestor Ltd 0.00% Add +250.0% 28 $2K
Cornerstone Planning Group LLC 0.00% New 21 $1K
MassMutual Private Wealth & Trust, FSB 0.00% New 12 $802
Nisa Investment Advisors, LLC 0.00% New 4 $267
Farther Finance Advisors, LLC 0.00% New 1 $67

"% of holder's portfolio" is UTMD's weight in each manager's 13F, not the share of Utah Medical Products Inc. the manager owns.