Utah Medical Products UTMD Institutional Ownership

NASDAQ UTMD

$74.05 -0.90 (-1.20%)

At close: Sep 30, 2026 · 4:00 PM EDT

Institutions by Trading Activity

115 Institutions

Increased 55 47.8%

Unchanged 25 21.7%

Reduced 35 30.4%

Ownership Statistics

13F · as of 30 Jun, 2026

Institutional Ownership

73.01%

▲+2.46 pp QoQ

Shares Held by Institutions

2.32Mn

of 3.18Mn outstanding

▲+4.95% QoQ

Shares Outstanding

3.18Mn

859.24K held outside 13F filers

Institutional Investors

115

filed 13F for Jun 2026

▼-3 vs prior quarter

Net Shares Added (QoQ)

+109.57K

accumulated since last quarter

Value of Holdings

$172.15Mn

reported market value

Shares Owned by Institutions

Shares held % of outstanding

Latest —

Average ownership —

Peak ownership —

Shares Purchased/Sold by Institutions

Accumulated Distributed

Latest quarter —

Net over range —

Accumulating quarters —

Ownership Summary

Quarter ending 30 Jun, 2026

Utah Medical Products Inc (NASDAQ:UTMD) is held by 115 institutional investors per 13F filings through June 2026.

Collectively, these holders controlled 73.0% of Utah Medical Products's outstanding shares in June 2026, up from 70.6% in March 2026.
They increased total shares held in UTMD by 4.95% quarter over quarter, and investors in Utah Medical Products increased 5.5% from a year ago.
Of these 115 holders, 55 added to their stakes in Utah Medical Products, 35 trimmed positions, and 25 made no changes.
Combined, these investors held 2.32Mn shares in UTMD for June 2026, up by 109.57K shares quarter on quarter, and up 233.22K shares year over year.
BRANDES INVESTMENT PARTNERS, LP is the top holder of Utah Medical Products as of June 30, 2026, with 475.16K shares representing 14.92% of outstanding stock.
The largest buyers of Utah Medical Products for the quarter ending June 2026 were BRANDES INVESTMENT PARTNERS, LP (25.88K), SEGALL BRYANT & HAMILL, LLC (21.55K), Morgan Stanley (20.87K), BlackRock, Inc. (16.04K), Quantinno Capital Management LP (13.23K).
The largest sales of UTMD for the quarter ending June 2026 came from GEODE CAPITAL MANAGEMENT, LLC (12.05K), RENAISSANCE TECHNOLOGIES LLC (8.3K), Huber Capital Management LLC (6.91K), VANGUARD CAPITAL MANAGEMENT LLC (4.03K), HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC (3.9K).
Per Business Quant, the top 10 investors in UTMD for the quarter ending June 2026 include BRANDES INVESTMENT PARTNERS, LP (475.16K), BlackRock, Inc. (203.69K), DIMENSIONAL FUND ADVISORS LP (198.82K), RENAISSANCE TECHNOLOGIES LLC (175.81K), VANGUARD CAPITAL MANAGEMENT LLC (134.54K), GEODE CAPITAL MANAGEMENT, LLC (108.05K), Minerva Advisors LLC (93.62K), HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC (85.23K), RICE HALL JAMES & ASSOCIATES, LLC (71.36K), Morgan Stanley (69.67K).

Form 13F Holdings

115 Institutional Holders

Report period 30 Jun, 2026

Total shares held 2.32Mn

Of outstanding 73.01%

#	Institution	CIK	Shares Held	% of Outstanding	Change (QoQ)	Change (%)	Value (USD)
1	BRANDES INVESTMENT PARTNERS, LP	0001015079	475,158	14.92%	▲25,879	+5.76%	$32.78Mn
2	BlackRock, Inc.	0002012383	203,690	6.40%	▲16,041	+8.55%	$14.05Mn
3	DIMENSIONAL FUND ADVISORS LP	0000354204	198,817	6.24%	▲909	+0.46%	$13.72Mn
4	RENAISSANCE TECHNOLOGIES LLC	0001037389	175,814	5.52%	▼8,300	-4.51%	$12.13Mn
5	VANGUARD CAPITAL MANAGEMENT LLC	0002100119	134,535	4.23%	▼4,025	-2.90%	$9.28Mn
6	GEODE CAPITAL MANAGEMENT, LLC	0001214717	108,048	3.39%	▼12,049	-10.03%	$7.45Mn
7	Minerva Advisors LLC	0001541536	93,615	2.94%	0	0.00%	$6.46Mn
8	HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC	0001164833	85,231	2.68%	▼3,900	-4.38%	$5.88Mn
9	RICE HALL JAMES & ASSOCIATES, LLC	0001230765	71,363	2.24%	▲3,481	+5.13%	$4.92Mn
10	Morgan Stanley	0000895421	69,671	2.19%	▲20,870	+42.77%	$4.81Mn
11	State Street Corp	0000093751	63,937	2.01%	▼465	-0.72%	$4.43Mn
12	Quantinno Capital Management LP	0001759654	43,074	1.35%	▲13,233	+44.35%	$2.97Mn
13	UBS Group AG	0001610520	34,369	1.08%	▼2,547	-6.90%	$2.37Mn
14	Bank of New York Mellon Corp	0001390777	34,263	1.08%	▲2,181	+6.80%	$2.36Mn
15	Northern Trust Corp	0000073124	30,104	0.95%	▼188	-0.62%	$2.08Mn
16	Huber Capital Management LLC	0001511697	29,009	0.91%	▼6,906	-19.23%	$2.00Mn
17	Cardinal Capital Management	0001434845	27,094	0.85%	▲551	+2.08%	$1.88Mn
18	EVERETT HARRIS & CO /CA/	0001009254	23,933	0.75%	▼1,631	-6.38%	$1.65Mn
19	PRICE T ROWE ASSOCIATES INC /MD/	0000080255	21,938	0.69%	▲3,638	+19.88%	$1.52K
20	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	0001423442	21,683	0.68%	▲396	+1.86%	$1.50Mn

Showing 1 to 20 of 115 holders