Who owns Utah Medical Products, Inc. (UTMD)
Which tracked institutional funds hold UTMD, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See UTMD company fundamentals →
Ownership as of the 2026-Q1 13F filings (latest filed 2026-05-22). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
The tracked-fund tape on UTMD is one-sided between 2025-Q4 and 2026-Q1: 24 added or opened and 7 trimmed or exited — on balance accumulating.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
UTMD’s largest tracked holder by dollar value, BRANDES INVESTMENT PARTNERS, LP, sizes it at 0.2% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.2pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in UTMD divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2025-Q4 and 2026-Q1, across 120 tracked filers holding UTMD, 63 increased or opened the position and 39 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in UTMD between the 2025-Q4 and 2026-Q1 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 3
- VANGUARD CAPITAL MANAGEMENT LLC$9M
- VANGUARD FIDUCIARY TRUST CO$1M
- VANGUARD PORTFOLIO MANAGEMENT LLC$1M
Full exits 3
- VANGUARD GROUP INC$10M
- CITADEL ADVISORS LLC$613K
- ISTHMUS PARTNERS, LLC$517K
Largest adds
- BRANDES INVESTMENT PARTNERS, LP$8M
- GEODE CAPITAL MANAGEMENT, LLC$3M
- UBS Group AG$2M
- BlackRock, Inc.$1M
- DIMENSIONAL FUND ADVISORS LP$1M
- SEGALL BRYANT & HAMILL, LLC$693K
Largest trims
- HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC$574K
- MILLENNIUM MANAGEMENT LLC$495K
- Qube Research & Technologies Ltd$491K
- AMERIPRISE FINANCIAL INC$310K
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| BRANDES INVESTMENT PARTNERS, LP added | 449,279 | $28M | 17.6% | 2026-Q1 |
| DIMENSIONAL FUND ADVISORS LP added | 197,908 | $12M | 7.7% | 2026-Q1 |
| BlackRock, Inc. added | 187,649 | $12M | 7.3% | 2026-Q1 |
| RENAISSANCE TECHNOLOGIES LLC trimmed | 184,114 | $11M | 7.2% | 2026-Q1 |
| VANGUARD CAPITAL MANAGEMENT LLC new | 138,560 | $9M | 5.4% | 2026-Q1 |
| GEODE CAPITAL MANAGEMENT, LLC added | 120,097 | $7M | 4.7% | 2026-Q1 |
| Minerva Advisors LLC | 93,615 | $6M | 3.7% | 2026-Q1 |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC trimmed | 89,131 | $6M | 3.5% | 2026-Q1 |
| RICE HALL JAMES & ASSOCIATES, LLC added | 67,882 | $4M | 2.7% | 2026-Q1 |
| STATE STREET CORP trimmed | 64,402 | $4M | 2.5% | 2026-Q1 |
| MORGAN STANLEY added | 48,801 | $3M | 1.9% | 2026-Q1 |
| UBS Group AG added | 36,916 | $2M | 1.4% | 2026-Q1 |
| Huber Capital Management LLC trimmed | 35,915 | $2M | 1.4% | 2026-Q1 |
| Bank of New York Mellon Corp trimmed | 32,082 | $2M | 1.3% | 2026-Q1 |
| NORTHERN TRUST CORP added | 30,292 | $2M | 1.2% | 2026-Q1 |
| Quantinno Capital Management LP added | 29,841 | $2M | 1.2% | 2026-Q1 |
| Cardinal Capital Management added | 26,543 | $2M | 1.0% | 2026-Q1 |
| EVERETT HARRIS & CO /CA/ added | 25,564 | $2M | 1.0% | 2026-Q1 |
| SEGALL BRYANT & HAMILL, LLC added | 21,547 | $1M | 0.8% | 2026-Q1 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC added | 21,287 | $1M | 0.8% | 2026-Q1 |
| LSV ASSET MANAGEMENT added | 19,859 | $1M | 0.8% | 2026-Q1 |
| VANGUARD FIDUCIARY TRUST CO new | 19,056 | $1M | 0.7% | 2026-Q1 |
| BARD ASSOCIATES INC added | 18,361 | $1M | 0.7% | 2026-Q1 |
| PRICE T ROWE ASSOCIATES INC /MD/ added | 18,300 | $1M | 0.7% | 2026-Q1 |
| FMR LLC added | 18,062 | $1M | 0.7% | 2026-Q1 |
| VANGUARD PORTFOLIO MANAGEMENT LLC new | 17,437 | $1M | 0.7% | 2026-Q1 |
| RITHOLTZ WEALTH MANAGEMENT added | 14,807 | $918K | 0.6% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC added | 12,449 | $772K | 0.5% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 11,560 | $717K | 0.5% | 2026-Q1 |
| LPL Financial LLC added | 11,481 | $712K | 0.4% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 10,080 | $625K | 0.4% | 2026-Q1 |
| AQR CAPITAL MANAGEMENT LLC trimmed | 9,873 | $612K | 0.4% | 2026-Q1 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC trimmed | 9,838 | $610K | 0.4% | 2026-Q1 |
| OSAIC HOLDINGS, INC. added | 9,007 | $558K | 0.4% | 2026-Q1 |
| MERCER GLOBAL ADVISORS INC /ADV added | 8,878 | $550K | 0.3% | 2026-Q1 |
| D. E. Shaw & Co., Inc. trimmed | 8,735 | $541K | 0.3% | 2026-Q1 |
| Bridge City Capital, LLC added | 7,291 | $452K | 0.3% | 2026-Q1 |
| AMERICAN CENTURY COMPANIES INC trimmed | 7,253 | $450K | 0.3% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC trimmed | 7,100 | $440K | 0.3% | 2026-Q1 |
| MILLENNIUM MANAGEMENT LLC trimmed | 6,773 | $420K | 0.3% | 2026-Q1 |
| Qube Research & Technologies Ltd trimmed | 5,871 | $364K | 0.2% | 2026-Q1 |
| SEIZERT CAPITAL PARTNERS, LLC | 5,436 | $337K | 0.2% | 2026-Q1 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 5,328 | $330K | 0.2% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC new | 5,201 | $322K | 0.2% | 2026-Q1 |
| &PARTNERS added | 5,003 | $310K | 0.2% | 2026-Q1 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 5,000 | $310K | 0.2% | 2026-Q1 |
| Atria Investments, Inc added | 4,932 | $306K | 0.2% | 2026-Q1 |
| Focus Partners Wealth new | 4,898 | $304K | 0.2% | 2026-Q1 |
| ALLIANCEBERNSTEIN L.P. | 5,300 | $297K | 0.2% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 4,773 | $296K | 0.2% | 2026-Q1 |
| Nuveen, LLC trimmed | 4,601 | $285K | 0.2% | 2026-Q1 |
| Invesco Ltd. trimmed | 4,117 | $255K | 0.2% | 2026-Q1 |
| SEI INVESTMENTS CO added | 4,097 | $254K | 0.2% | 2026-Q1 |
| Penobscot Investment Management Company, Inc. | 4,000 | $248K | 0.2% | 2026-Q1 |
| RHUMBLINE ADVISERS trimmed | 3,999 | $248K | 0.2% | 2026-Q1 |
| MARTINGALE ASSET MANAGEMENT L P added | 3,911 | $242K | 0.2% | 2026-Q1 |
| Sanctuary Advisors, LLC trimmed | 3,628 | $225K | 0.1% | 2026-Q1 |
| Quadrature Capital Ltd trimmed | 3,321 | $206K | 0.1% | 2026-Q1 |
| Empowered Funds, LLC new | 3,278 | $203K | 0.1% | 2026-Q1 |
| Russell Investments Group, Ltd. added | 3,148 | $195K | 0.1% | 2026-Q1 |
| State of Wyoming trimmed | 2,803 | $174K | 0.1% | 2026-Q1 |
| MetLife Investment Management, LLC | 2,202 | $137K | 0.1% | 2026-Q1 |
| Advisory Services Network, LLC trimmed | 1,864 | $116K | 0.1% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 1,530 | $99K | 0.1% | 2026-Q1 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. added | 1,437 | $89K | 0.1% | 2026-Q1 |
| NEW YORK STATE COMMON RETIREMENT FUND | 1,429 | $89K | 0.1% | 2026-Q1 |
| DEUTSCHE BANK AG\ added | 1,278 | $79K | 0.0% | 2026-Q1 |
| Vanguard Global Advisers, LLC new | 1,208 | $75K | 0.0% | 2026-Q1 |
| BNP PARIBAS FINANCIAL MARKETS added | 1,205 | $75K | 0.0% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN trimmed | 1,144 | $71K | 0.0% | 2026-Q1 |
| BARCLAYS PLC trimmed | 1,092 | $68K | 0.0% | 2026-Q1 |
| Copeland Capital Management, LLC added | 1,059 | $66K | 0.0% | 2026-Q1 |
| Police & Firemen's Retirement System of New Jersey | 958 | $59K | 0.0% | 2026-Q1 |
| CWM, LLC trimmed | 926 | $57K | 0.0% | 2026-Q1 |
| EverSource Wealth Advisors, LLC added | 2,651 | $50K | 0.0% | 2026-Q1 |
| CITIGROUP INC added | 700 | $43K | 0.0% | 2026-Q1 |
| FIFTH THIRD BANCORP new | 695 | $43K | 0.0% | 2026-Q1 |
| PNC FINANCIAL SERVICES GROUP, INC. added | 609 | $38K | 0.0% | 2026-Q1 |
| Tower Research Capital LLC (TRC) added | 536 | $33K | 0.0% | 2026-Q1 |
| VANGUARD GROUP INC added | 175,971 | $10M | 6.2% | 2025-Q4 stale |
| ROYCE & ASSOCIATES LP | 41,958 | $2M | 1.5% | 2025-Q1 stale |
| Allspring Global Investments Holdings, LLC added | 13,119 | $735K | 0.5% | 2025-Q1 stale |
| LOS ANGELES CAPITAL MANAGEMENT LLC trimmed | 11,685 | $665K | 0.4% | 2025-Q2 stale |
| CITADEL ADVISORS LLC added | 10,954 | $613K | 0.4% | 2025-Q4 stale |
| ISTHMUS PARTNERS, LLC trimmed | 9,233 | $517K | 0.3% | 2025-Q4 stale |
| JANE STREET GROUP, LLC added | 7,440 | $416K | 0.3% | 2025-Q4 stale |
| GLOBEFLEX CAPITAL L P | 6,336 | $399K | 0.3% | 2025-Q3 stale |
| Jump Financial, LLC new | 6,608 | $370K | 0.2% | 2025-Q1 stale |
| TWO SIGMA INVESTMENTS, LP trimmed | 5,153 | $288K | 0.2% | 2025-Q4 stale |
| Engineers Gate Manager LP trimmed | 5,062 | $284K | 0.2% | 2025-Q1 stale |
| EXCHANGE TRADED CONCEPTS, LLC trimmed | 4,438 | $279K | 0.2% | 2025-Q3 stale |
| TWO SIGMA ADVISERS, LP trimmed | 4,900 | $274K | 0.2% | 2025-Q4 stale |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 4,814 | $274K | 0.2% | 2025-Q2 stale |
| MARSHALL WACE, LLP trimmed | 4,166 | $233K | 0.1% | 2025-Q1 stale |
| Metis Global Partners, LLC new | 3,447 | $217K | 0.1% | 2025-Q3 stale |
| R Squared Ltd added | 3,679 | $209K | 0.1% | 2025-Q2 stale |
| SG Americas Securities, LLC added | 3,227 | $181K | 0.1% | 2025-Q1 stale |
| VICTORY CAPITAL MANAGEMENT INC trimmed | 2,673 | $152K | 0.1% | 2025-Q2 stale |
| Corebridge Financial, Inc. trimmed | 1,542 | $86K | 0.1% | 2025-Q1 stale |
| First Horizon Advisors, Inc. added | 587 | $33K | 0.0% | 2025-Q2 stale |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.