Utah Medical ProductsUTMD

13F holders, Q2 2026 (June 30)
114holders −5
7new positions
10sold out
3famous investors
$68.98avg. 13F price*

At the end of Q2 2026, 114 institutions reported holding Utah Medical Products Inc. (UTMD) in their 13F filings, down 5 from Q1 2026. 7 opened new positions and 10 sold out. The largest holders were Brandes Investment Partners, LP ($32.8M), BlackRock, Inc. ($14.1M) and Dimensional Fund Advisors LP ($13.7M). 3 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), Cliff Asness (0.0% of AQR Capital Management's portfolio) and David E. Shaw (0.0% of D. E. Shaw & Co.'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 2026 → Q2 2026

InstitutionsTotal Value
New Positions7$881K
Exits10$1.7M

All 13F filers, Q1 2026 → Q2 2026: 130,822 shares bought and 78,307 shares sold, net +52,515 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 114 holders

Brandes Investment Partners, LP 0.23% Add +5.8% 475,158 $32.8M
BlackRock, Inc. 0.00% Add +8.6% 203,690 $14.1M
Dimensional Fund Advisors LP 0.00% Add +0.5% 198,817 $13.7M
Renaissance Technologies 0.02% Reduce -4.5% 175,814 $12.1M
Vanguard Capital Management LLC 0.00% Reduce -2.9% 134,535 $9.3M
Geode Capital Management, LLC 0.00% Reduce -10.0% 108,048 $7.5M
Minerva Advisors LLC 4.08% No change 93,615 $6.5M
Hotchkis & Wiley Capital Management LLC 0.02% Reduce -4.4% 85,231 $5.9M
Rice Hall James & Associates, LLC 0.24% Add +5.1% 71,363 $4.9M
Morgan Stanley 0.00% Add +42.8% 69,671 $4.8M
State Street Corp. 0.00% Reduce -0.7% 63,937 $4.4M
Quantinno Capital Management LP 0.00% Add +44.4% 43,074 $3.0M
UBS Group AG 0.00% Reduce -6.9% 34,369 $2.4M
Bank of New York Mellon Corp 0.00% Add +6.8% 34,263 $2.4M
Northern Trust Corp. 0.00% Reduce -0.6% 30,104 $2.1M
Huber Capital Management LLC 0.29% Reduce -19.2% 29,009 $2.0M
Cardinal Capital Management 0.23% Add +2.1% 27,094 $1.9M
Everett Harris & Co. 0.02% Reduce -6.4% 23,933 $1.7M
T. Rowe Price Associates Inc. 0.00% Add +19.9% 21,938 $1.5M
O'shaughnessy Asset Management, LLC 0.01% Add +1.9% 21,683 $1.5M
Segall Bryant & Hamill, LLC 0.02% No change 21,547 $1.5M
Vanguard Portfolio Management LLC 0.00% Add +16.3% 20,276 $1.4M
Vanguard Fiduciary Trust Co. 0.00% Add +5.0% 20,014 $1.4M
Bard Associates Inc. 0.28% Add +0.5% 18,455 $1.3M
FMR LLC 0.00% Add +0.0% 18,068 $1.2M
LSV Asset Management 0.00% Reduce -9.6% 17,959 $1.2M
AQR Capital Management 0.00% Add +46.0% 14,993 $1.0M
LPL Financial LLC 0.00% Add +26.5% 14,528 $1.0M
Ritholtz Wealth Management 0.01% Reduce -11.4% 13,124 $905K
Royal Bank of Canada 0.00% Add +1.0% 11,679 $806K
Charles Schwab Investment Management Inc. 0.00% Add +13.0% 11,121 $767K
Envestnet Asset Management Inc. 0.00% Add +4.6% 10,548 $728K
D. E. Shaw & Co. 0.00% No change 8,735 $603K
Mercer Global Advisors Inc. 0.00% Reduce -2.8% 8,633 $595K
Goldman Sachs Group Inc. 0.00% Reduce -30.7% 8,627 $595K
Osaic Holdings, Inc. 0.00% Reduce -11.4% 7,984 $551K
Sanctuary Advisors, LLC 0.00% Add +117.4% 7,886 $544K
Ameriprise Financial Inc. 0.00% Add +0.8% 7,158 $494K
Atria Investments, Inc 0.00% Add +43.0% 7,054 $487K
American Century Companies Inc. 0.00% Reduce -2.8% 7,053 $487K
Bridge City Capital, LLC 0.10% Reduce -8.7% 6,654 $459K
Bridgeway Capital Management, LLC 0.01% Add +12.0% 5,600 $386K
Seizert Capital Partners, LLC 0.02% Add +0.0% 5,438 $375K
Arrowstreet Capital, Limited Partnership 0.00% No change 5,328 $368K
Raymond James Financial Inc. 0.00% Reduce -0.7% 5,166 $356K
&partners 0.00% Add +2.4% 5,125 $354K
Alliancebernstein L.P. 0.00% Add +3.8% 5,500 $341K
State of Wyoming 0.03% Add +71.3% 4,803 $331K
Invesco Ltd. 0.00% Add +15.1% 4,738 $327K
Nuveen, LLC 0.00% No change 4,601 $317K
Russell Investments Group, Ltd. 0.00% Add +44.5% 4,550 $314K
Bank of America Corp. 0.00% Reduce -14.1% 4,098 $283K
Exchange Traded Concepts, LLC 0.00% New 4,094 $282K
Rhumbline Advisers 0.00% Add +1.5% 4,059 $280K
Martingale Asset Management L P 0.01% Add +2.6% 4,012 $277K
Penobscot Investment Management Company, Inc. 0.02% No change 4,000 $276K
Guggenheim Capital LLC 0.00% New 3,951 $273K
Deutsche Bank AG 0.00% Add +156.5% 3,278 $226K
Empowered Funds, LLC 0.00% Reduce -0.4% 3,264 $225K
Vident Advisory, LLC 0.00% New 3,038 $210K
Wells Fargo & Company 0.00% Add +124.5% 2,568 $177K
MetLife Investment Management, LLC 0.00% No change 2,202 $152K
Citigroup Inc. 0.00% Add +212.1% 2,185 $151K
JPMorgan Chase & Co. 0.00% Add +6.6% 1,631 $119K
SG Americas Securities, LLC 0.00% New 1,633 $113K
New York State Common Retirement Fund 0.00% No change 1,429 $99K
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% Reduce -2.6% 1,399 $97K
Vanguard Global Advisers, LLC 0.00% No change 1,208 $83K
BNP Paribas Financial Markets 0.00% Reduce -14.3% 1,033 $71K
Copeland Capital Management, LLC 0.00% Reduce -3.2% 1,025 $71K
Police & Firemen's Retirement System of New Jersey 0.00% No change 958 $66K
Barclays PLC 0.00% Reduce -19.3% 881 $61K
Fifth Third Bancorp 0.00% No change 695 $48K
PNC Financial Services Group, Inc. 0.00% Add +2.1% 622 $43K
Arax Advisory Partners 0.00% Add +2320.8% 581 $40K
Golden State Wealth Management, LLC 0.00% No change 500 $34K
Versant Capital Management, Inc 0.00% Reduce -1.4% 440 $30K
US Bancorp \de 0.00% No change 414 $29K
Tower Research Capital LLC (TRC) 0.00% Reduce -23.9% 408 $28K
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% No change 393 $27K
MassMutual Private Wealth & Trust, FSB 0.00% Reduce -0.5% 372 $26K
Jones Financial Companies LLLP 0.00% Add +25.5% 325 $24K
North Star Investment Management Corp. 0.00% No change 313 $22K
Ameritas Investment Partners, Inc. 0.00% No change 296 $20K
Legal & General Group Plc 0.00% No change 295 $20K
Pinnacle Wealth Planning Services, Inc. 0.00% Reduce -1.6% 238 $16K
GAMMA Investing LLC 0.00% Add +64.2% 225 $16K
Federation des caisses Desjardins du Quebec 0.00% No change 225 $16K
Nisa Investment Advisors, LLC 0.00% No change 199 $14K
WealthCollab, LLC 0.00% No change 186 $13K
Covestor Ltd 0.01% Add +4.0% 158 $11K
Signaturefd, LLC 0.00% No change 67 $5K
Harbor Capital Advisors, Inc. 0.00% Reduce -67.4% 58 $4K
Sterling Capital Management LLC 0.00% Reduce -43.0% 57 $4K
Physician Wealth Advisors, Inc. 0.00% Add +15.2% 53 $4K
Essential Partners LLC 0.00% Reduce -40.2% 52 $4K
JPL Wealth Management, LLC 0.00% No change 46 $3K
Avion Wealth 0.00% No change 48 $3K
California State Teachers Retirement System 0.00% Reduce -74.4% 42 $3K
EverSource Wealth Advisors, LLC 0.00% Add +5.9% 36 $2K
True Wealth Design, LLC 0.00% Reduce -6.7% 28 $2K
Farther Finance Advisors, LLC 0.00% Add +170.0% 27 $2K
Quarry LP 0.00% New 27 $2K
Allworth Financial LP 0.00% Add +130.0% 23 $2K
Cornerstone Planning Group LLC 0.00% Add +100.0% 22 $2K
Lanark Financial, Inc. 0.00% New 19 $1K
Bare Financial Services, Inc 0.00% Reduce -30.8% 18 $1K
Fortitude Family Office, LLC 0.00% Add +50.0% 15 $1K
IFP Advisors, Inc 0.00% Add +8.3% 13 $897
Hughes Financial Services, LLC 0.00% No change 9 $621
Huntington National Bank 0.00% No change 2 $138
Rothschild Investment LLC 0.00% Add +100.0% 2 $138
Northwestern Mutual Wealth Management Co. 0.00% New 2 $138
Optiver Holding B.V. 0.00% Reduce -92.3% 2 $138

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