DaveManuel.com · Institutional Ownership · Who Owns It
UTAH MED PRODS INC (UTMD)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
116
Reporting holders
$159.9M
Reported value
72.8%
Of shares outstanding
0.0%
Calls
0.0%
Puts
-4
Holder change
Institutions report 2,317,940 shares against 3,183,818 outstanding. Shares only - option lines are excluded, which is why this can be compared with the company at all. The count comes from the cover page of the company's own most recent report, so it is dated when that was filed rather than at quarter end.
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| BRANDES INVESTMENT PARTNERS, LP | $32.8M | 475,158 | 0.23% | 14q | +5.8%+$1.8M |
| BlackRock, Inc. | $14.1M | 203,690 | 0.00% | 8q | +8.5%+$1.1M |
| DIMENSIONAL FUND ADVISORS LP | $13.7M | 198,817 | 0.00% | 31q | HELD |
| RENAISSANCE TECHNOLOGIES LLC | $12.1M | 175,814 | 0.02% | 31q | -4.5%-$572.5K |
| VANGUARD CAPITAL MANAGEMENT LLC | $9.3M | 134,535 | 0.00% | 2q | -2.9%-$277.6K |
| GEODE CAPITAL MANAGEMENT, LLC | $7.5M | 108,048 | 0.00% | 31q | -10.0%-$831.3K |
| Minerva Advisors LLC | $6.5M | 93,615 | 4.08% | 9q | HELD |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | $5.9M | 85,231 | 0.02% | 10q | -4.4%-$269.0K |
| RICE HALL JAMES & ASSOCIATES, LLC | $4.9M | 71,363 | 0.24% | 31q | +5.1%+$240.1K |
| MORGAN STANLEY | $4.8M | 69,671 | 0.00% | 35q | +42.8%+$1.4M |
| STATE STREET CORP | $4.4M | 63,937 | 0.00% | 31q | -0.7%-$32.2K |
| Quantinno Capital Management LP | $3.0M | 43,074 | 0.00% | 5q | +44.3%+$912.8K |
| UBS Group AG | $2.4M | 34,369 | 0.00% | 15q | -6.9%-$175.7K |
| Bank of New York Mellon Corp | $2.4M | 34,263 | 0.00% | 31q | +6.8%+$150.4K |
| NORTHERN TRUST CORP | $2.1M | 30,104 | 0.00% | 31q | -0.6%-$13.0K |
| Huber Capital Management LLC | $2.0M | 29,009 | 0.29% | 7q | -19.2%-$476.4K |
| Cardinal Capital Management | $1.9M | 27,094 | 0.23% | 31q | +2.1%+$38.2K |
| EVERETT HARRIS & CO /CA/ | $1.7M | 23,933 | 0.02% | 31q | -6.4%-$112.5K |
| PRICE T ROWE ASSOCIATES INC /MD/ | $1.5M | 21,938 | 0.00% | 31q | +19.9%+$251.2K |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | $1.5M | 21,683 | 0.01% | 5q | +1.9%+$27.3K |
| SEGALL BRYANT & HAMILL, LLC | $1.5M | 21,547 | 0.02% | 4q | HELD |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $1.4M | 20,276 | 0.00% | 2q | +16.3%+$195.8K |
| VANGUARD FIDUCIARY TRUST CO | $1.4M | 20,014 | 0.00% | 2q | +5.0%+$66.1K |
| BARD ASSOCIATES INC | $1.3M | 18,455 | 0.28% | 12q | +0.5%+$6.5K |
| FMR LLC | $1.2M | 18,068 | 0.00% | 31q | HELD |
| LSV ASSET MANAGEMENT | $1.2M | 17,959 | 0.00% | 18q | -9.6%-$131.1K |
| AQR CAPITAL MANAGEMENT LLC | $1.0M | 14,993 | 0.00% | 5q | +46.0%+$325.7K |
| LPL Financial LLC | $1.0M | 14,528 | 0.00% | 7q | +26.5%+$210.2K |
| RITHOLTZ WEALTH MANAGEMENT | $905.3K | 13,124 | 0.01% | 4q | -11.4%-$116.1K |
| ROYAL BANK OF CANADA | $806.0K | 11,679 | 0.00% | 31q | +1.0%+$8.2K |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $767.1K | 11,121 | 0.00% | 31q | +13.0%+$88.5K |
| ENVESTNET ASSET MANAGEMENT INC | $727.6K | 10,548 | 0.00% | 22q | +4.6%+$32.3K |
| D. E. Shaw & Co., Inc. | $602.5K | 8,735 | 0.00% | 15q | HELD |
| MERCER GLOBAL ADVISORS INC /ADV | $595.5K | 8,633 | 0.00% | 22q | -2.8%-$16.9K |
| GOLDMAN SACHS GROUP INC | $595.1K | 8,627 | 0.00% | 29q | -30.7%-$263.6K |
| OSAIC HOLDINGS, INC. | $550.8K | 7,984 | 0.00% | 26q | -11.4%-$70.6K |
| Sanctuary Advisors, LLC | $544.0K | 7,886 | 0.00% | 2q | +117.4%+$293.7K |
| AMERIPRISE FINANCIAL INC | $493.8K | 7,158 | 0.00% | 10q | +0.8%+$4.0K |
| Atria Investments, Inc | $486.6K | 7,054 | 0.00% | 9q | +43.0%+$146.4K |
| AMERICAN CENTURY COMPANIES INC | $486.5K | 7,053 | 0.00% | 13q | -2.8%-$13.8K |
| Bridge City Capital, LLC | $459.0K | 6,654 | 0.10% | 11q | -8.7%-$43.9K |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | $386.3K | 5,600 | 0.01% | 6q | +12.0%+$41.4K |
| SEIZERT CAPITAL PARTNERS, LLC | $375.1K | 5,438 | 0.02% | 26q | HELD |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $367.5K | 5,328 | 0.00% | 8q | HELD |
| RAYMOND JAMES FINANCIAL INC | $356.4K | 5,166 | 0.00% | 2q | -0.7%-$2.4K |
| &PARTNERS | $354.0K | 5,125 | 0.00% | 4q | +2.4%+$8.4K |
| ALLIANCEBERNSTEIN L.P. | $340.9K | 5,500 | 0.00% | 31q | +3.8%+$12.4K |
| State of Wyoming | $331.3K | 4,803 | 0.03% | 5q | +71.4%+$138.0K |
| Invesco Ltd. | $326.8K | 4,738 | 0.00% | 6q | +15.1%+$42.8K |
| Nuveen, LLC | $317.4K | 4,601 | 0.00% | 6q | HELD |
| Russell Investments Group, Ltd. | $313.9K | 4,550 | 0.00% | 31q | +44.5%+$96.7K |
| BANK OF AMERICA CORP /DE/ | $282.7K | 4,098 | 0.00% | 31q | -14.1%-$46.6K |
| EXCHANGE TRADED CONCEPTS, LLC | $282.4K | 4,094 | 0.00% | new | NEW |
| RHUMBLINE ADVISERS | $280.0K | 4,059 | 0.00% | 31q | +1.5%+$4.1K |
| MARTINGALE ASSET MANAGEMENT L P | $276.7K | 4,012 | 0.01% | 20q | +2.6%+$7.0K |
| Penobscot Investment Management Company, Inc. | $275.9K | 4,000 | 0.02% | 31q | HELD |
| GUGGENHEIM CAPITAL LLC | $272.5K | 3,951 | 0.00% | new | NEW |
| DEUTSCHE BANK AG\ | $226.1K | 3,278 | 0.00% | 7q | +156.5%+$138.0K |
| Empowered Funds, LLC | $225.2K | 3,264 | 0.00% | 2q | HELD |
| Vident Advisory, LLC | $209.6K | 3,038 | 0.00% | new | NEW |
| WELLS FARGO & COMPANY/MN | $177.1K | 2,568 | 0.00% | 31q | +124.5%+$98.2K |
| MetLife Investment Management, LLC | $151.9K | 2,202 | 0.00% | 20q | HELD |
| CITIGROUP INC | $150.7K | 2,185 | 0.00% | 31q | +212.1%+$102.4K |
| JPMORGAN CHASE & CO | $119.2K | 1,631 | 0.00% | 31q | +6.6%+$7.4K |
| SG Americas Securities, LLC | $113.0K | 1,633 | 0.00% | new | NEW |
| NEW YORK STATE COMMON RETIREMENT FUND | $98.6K | 1,429 | 0.00% | 31q | HELD |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $96.5K | 1,399 | 0.00% | 9q | -2.6%-$2.6K |
| Vanguard Global Advisers, LLC | $83.3K | 1,208 | 0.00% | 2q | HELD |
| BNP PARIBAS FINANCIAL MARKETS | $71.3K | 1,033 | 0.00% | 31q | -14.3%-$11.9K |
| Copeland Capital Management, LLC | $70.7K | 1,025 | 0.00% | 8q | -3.2%-$2.3K |
| Police & Firemen's Retirement System of New Jersey | $66.1K | 958 | 0.00% | 7q | HELD |
| BARCLAYS PLC | $60.8K | 881 | 0.00% | 25q | -19.3%-$14.6K |
| FIFTH THIRD BANCORP | $47.9K | 695 | 0.00% | 2q | HELD |
| PNC Financial Services Group, Inc. | $42.9K | 622 | 0.00% | 31q | +2.1% |
| Arax Advisory Partners | $40.1K | 581 | 0.00% | 4q | +2320.8%+$38.4K |
| Golden State Wealth Management, LLC | $34.5K | 500 | 0.00% | 7q | HELD |
| Versant Capital Management, Inc | $30.4K | 440 | 0.00% | 5q | -1.3% |
| US BANCORP \DE\ | $28.6K | 414 | 0.00% | 31q | HELD |
| Tower Research Capital LLC (TRC) | $28.1K | 408 | 0.00% | 25q | -23.9%-$8.8K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $27.1K | 393 | 0.00% | 3q | HELD |
| MassMutual Private Wealth & Trust, FSB | $25.7K | 372 | 0.00% | 9q | -0.5% |
| JONES FINANCIAL COMPANIES LLLP | $24.0K | 325 | 0.00% | 6q | +25.5%+$4.9K |
| North Star Investment Management Corp. | $21.6K | 313 | 0.00% | 3q | HELD |
| Ameritas Investment Partners, Inc. | $20.4K | 296 | 0.00% | 31q | HELD |
| Legal & General Group Plc | $20.3K | 295 | 0.00% | 31q | HELD |
| Pinnacle Wealth Planning Services, Inc. | $16.4K | 238 | 0.00% | 3q | -1.7% |
| GAMMA Investing LLC | $15.5K | 225 | 0.00% | 8q | +64.2%+$6.1K |
| Federation des caisses Desjardins du Quebec | $15.5K | 225 | 0.00% | 38q | HELD |
| NISA INVESTMENT ADVISORS, LLC | $13.8K | 199 | 0.00% | 9q | HELD |
| WealthCollab, LLC | $12.8K | 186 | 0.00% | 5q | HELD |
| Covestor Ltd | $11.0K | 158 | 0.01% | 10q | +3.9% |
| BFC Planning, Inc. | $10.3K | 150 | 0.00% | new | NEW |
| SIGNATUREFD, LLC | $4.6K | 67 | 0.00% | 3q | HELD |
| HARBOR CAPITAL ADVISORS, INC. | $4.0K | 58 | 0.00% | 8q | -67.4%-$8.3K |
| Sterling Capital Management LLC | $3.9K | 57 | 0.00% | 8q | -43.0%-$3.0K |
| Physician Wealth Advisors, Inc. | $3.7K | 53 | 0.00% | 5q | +15.2% |
| Essential Partners LLC | $3.6K | 52 | 0.00% | 5q | -40.2%-$2.4K |
| JPL Wealth Management, LLC | $3.2K | 46 | 0.00% | 2q | HELD |
| Avion Wealth | $3.0K | 48 | 0.00% | 5q | HELD |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $2.9K | 42 | 0.00% | 31q | -74.4%-$8.4K |
Showing the largest 100 of 116 reported holders.
Tender offers and delisting
Schedules TO, 13E-3 and 14D-9 and Form 25 filed in the last 180 days. Price a share is read from the filing itself where it states one plainly; a marker means we found no figure we could stand behind, and the reason is on it.
| Filed | What | Filed by | Price a share | Source |
|---|---|---|---|---|
| 2026-10-29 | Issuer tender, amended | itself | -? | filing |
| 2026-10-05 | Issuer tender, amended | itself | -? | filing |
| 2026-09-29 | Issuer tender, amended | itself | $75.00 | filing |
| 2026-09-25 | Tender offer communication | itself | -? | filing |
| 2026-09-24 | Tender offer communication | itself | -? | filing |
| 2026-09-24 | Issuer tender offer | itself | $75.00 | filing |
| 2026-09-17 | Tender offer communication | itself | -? | filing |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 28 | $6.2M | 84,240 | 4 | 7 | 8 | 0.0% |
| Q2 2026 | 116 | $159.9M | 2,317,940 | 8 | 45 | 33 | 0.0% |
| Q1 2026 | 120 | $140.5M | 2,266,202 | 10 | 46 | 28 | 0.0% |
| Q4 2025 | 117 | $117.5M | 2,099,545 | 9 | 32 | 48 | 0.0% |
| Q3 2025 | 117 | $137.0M | 2,176,865 | 14 | 35 | 34 | 0.0% |
| Q2 2025 | 111 | $123.3M | 2,165,365 | 16 | 36 | 37 | 0.0% |
| Q1 2025 | 109 | $125.6M | 2,239,881 | 13 | 35 | 35 | 0.0% |
| Q4 2024 | 112 | $141.7M | 2,305,147 | 17 | 39 | 31 | 0.0% |
| Q3 2024 | 109 | $165.8M | 2,477,880 | 17 | 43 | 25 | 0.0% |
| Q2 2024 | 101 | $166.3M | 2,484,394 | 16 | 40 | 30 | 0.0% |
| Q1 2024 | 100 | $189.2M | 2,660,221 | 22 | 35 | 30 | 0.0% |
| Q4 2023 | 88 | $218.3M | 2,591,213 | 2 | 33 | 24 | 0.0% |
| Q3 2023 | 91 | $221.3M | 2,572,783 | 11 | 34 | 21 | 0.0% |
| Q2 2023 | 89 | $237.5M | 2,546,722 | 6 | 27 | 36 | 0.0% |
| Q1 2023 | 87 | $278.3M | 2,936,539 | 8 | 36 | 22 | 0.0% |
| Q4 2022 | 82 | $256.0M | 2,546,252 | 7 | 26 | 22 | 0.0% |
| Q3 2022 | 74 | $236.6M | 2,773,029 | 6 | 18 | 26 | 0.0% |
| Q2 2022 | 70 | $240.3M | 2,797,210 | 2 | 26 | 24 | 0.0% |
| Q1 2022 | 81 | $252.6M | 2,810,874 | 10 | 27 | 25 | 0.0% |
| Q4 2021 | 75 | $358.3M | 3,581,804 | 8 | 17 | 25 | 0.0% |
| Q3 2021 | 69 | $332.0M | 3,576,395 | 5 | 19 | 20 | 0.0% |
| Q2 2021 | 66 | $221.0M | 2,598,927 | 3 | 24 | 25 | 0.0% |
| Q1 2021 | 77 | $227.9M | 2,631,183 | 10 | 24 | 22 | 0.0% |
| Q4 2020 | 73 | $336.8M | 3,994,511 | 0 | 25 | 26 | 0.0% |
| Q3 2020 | 82 | $339.4M | 4,248,477 | 2 | 24 | 32 | 0.0% |
| Q2 2020 | 90 | $1.0B | 15,988,553 | 12 | 32 | 22 | 0.0% |
| Q1 2020 | 88 | $585.7M | 6,227,714 | 5 | 25 | 36 | 0.0% |
| Q4 2019 | 93 | $474.6M | 4,397,977 | 4 | 26 | 42 | 0.0% |
| Q3 2019 | 94 | $453.2M | 4,727,292 | 8 | 30 | 26 | 0.0% |
| Q2 2019 | 96 | $448.2M | 4,663,010 | 14 | 35 | 25 | 0.0% |
| Q1 2019 | 91 | $383.1M | 4,322,471 | 9 | 29 | 32 | 0.0% |
| Q4 2018 | 86 | $403.9M | 4,840,685 | 3 | 2 | 3 | 0.0% |