SEC 13F Intelligence

UTMDUTAH MED PRODS INC

CUSIP 917488108 · Yahoo Finance ↗ · Google Finance ↗

Utah Med Prods Inc (UTMD) has 120 institutional holders in Filings Flow’s 13F database, together reporting 2.26M shares worth $138M as of Q1 2026. The largest reported holders are Brandes Investment Partners, LP, Dimensional Fund Advisors LP, and Blackrock, Inc..

Institutional Holders
120
Q1 2026
Reported Value
$138M
Ticker
UTMD
Quarters Tracked
9

Ownership Trend

Institutional holders
Q4 ’18: 65Q4 ’18Q1 ’19: 70Q2 ’19: 75Q2 ’19Q3 ’19: 72Q2 ’21: 51Q2 ’21Q4 ’21: 65Q4 ’22: 69Q4 ’22Q4 ’25: 116Q1 ’26: 120Q1 ’26filingsflow.com
Total reported value
Q4 ’18: $114MQ4 ’18Q1 ’19: $146MQ2 ’19: $172MQ2 ’19Q3 ’19: $155MQ2 ’21: $118MQ2 ’21Q4 ’21: $225MQ4 ’22: $63MQ4 ’22Q4 ’25: $116MQ1 ’26: $138MQ1 ’26filingsflow.com

Holders

Mixed quarters
Manager% of PortfolioValueSharesQuarter
Minerva Advisors LLC$155M AUM3.75%$6M93.6KQ1 2026
Huber Capital Management LLC$647M AUM0.34%$2M35.9KQ1 2026
BARD ASSOCIATES INC$398M AUM0.29%$1M18.4KQ1 2026
RICE HALL JAMES & ASSOCIATES, LLC$1.8B AUM0.23%$4M67.9KQ1 2026
Cardinal Capital Management$776M AUM0.21%$2M26.5KQ1 2026
BRANDES INVESTMENT PARTNERS, LP$14.1B AUM0.20%$28M449.3KQ1 2026
Bridge City Capital, LLC$361M AUM0.13%$451,9697.3KQ1 2026
R Squared Ltd$182M AUM0.12%$209,4093.7KQ2 2025OLDER
GLOBEFLEX CAPITAL L P$661M AUM0.06%$398,9786.3KQ3 2025OLDER
ISTHMUS PARTNERS, LLC$953M AUM0.06%$516,6799.2KQ4 2025OLDER
State of Wyoming$844M AUM0.02%$173,7582.8KQ1 2026
EVERETT HARRIS & CO /CA/$7.8B AUM0.02%$2M25.6KQ1 2026
Penobscot Investment Management Company, Inc.$1.3B AUM0.02%$247,9604.0KQ1 2026
SEGALL BRYANT & HAMILL, LLC$7.0B AUM0.02%$1M21.5KQ1 2026
RENAISSANCE TECHNOLOGIES LLC$63.9B AUM0.02%$11M184.1KQ1 2026
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC$32.4B AUM0.02%$6M89.1KQ1 2026
RITHOLTZ WEALTH MANAGEMENT$5.8B AUM0.02%$917,88414.8KQ1 2026
SEIZERT CAPITAL PARTNERS, LLC$2.2B AUM0.02%$336,9785.4KQ1 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM0.01%$1M21.3KQ1 2026
BRIDGEWAY CAPITAL MANAGEMENT, LLC$5.0B AUM0.01%$309,9505.0KQ1 2026
MARTINGALE ASSET MANAGEMENT L P$4.0B AUM0.01%$242,4433.9KQ1 2026
Metis Global Partners, LLC$4.1B AUM0.01%$217,0583.4KQ3 2025OLDER
WealthCollab, LLC$243M AUM0.00%$11,531186Q1 2026
Atria Investments, Inc$8.9B AUM0.00%$305,7374.9KQ1 2026
Golden State Wealth Management, LLC$915M AUM0.00%$30,995500Q1 2026
Quantinno Capital Management LP$59.9B AUM0.00%$2M29.8KQ1 2026
Versant Capital Management, Inc$1.1B AUM0.00%$27,648446Q1 2026
DIMENSIONAL FUND ADVISORS LP$481.4B AUM0.00%$12M197.9KQ1 2026
LOS ANGELES CAPITAL MANAGEMENT LLC$25.4B AUM0.00%$665,11011.7KQ2 2025OLDER
Quadrature Capital Ltd$8.4B AUM0.00%$205,8693.3KQ1 2026
EXCHANGE TRADED CONCEPTS, LLC$14.1B AUM0.00%$279,4614.4KQ3 2025OLDER
Pinnacle Wealth Planning Services, Inc.$968M AUM0.00%$15,002242Q1 2026
Advisory Services Network, LLC$7.5B AUM0.00%$115,5491.9KQ1 2026
&PARTNERS$20.2B AUM0.00%$310,1245.0KQ1 2026
Copeland Capital Management, LLC$4.5B AUM0.00%$65,6471.1KQ1 2026
Empowered Funds, LLC$15.7B AUM0.00%$203,2033.3KQ1 2026
Sanctuary Advisors, LLC$18.5B AUM0.00%$224,9003.6KQ1 2026
North Star Investment Management Corp.$1.7B AUM0.00%$19,403313Q1 2026
Red Tortoise LLC$240M AUM0.00%$2,26736Q3 2025OLDER
First Horizon Advisors, Inc.$3.8B AUM0.00%$33,412587Q2 2025OLDER
Tower Research Capital LLC (TRC)$3.8B AUM0.00%$33,227536Q1 2026
OSAIC HOLDINGS, INC.$68.3B AUM0.00%$558,4489.0KQ1 2026
MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM0.00%$550,3538.9KQ1 2026
MetLife Investment Management, LLC$19.6B AUM0.00%$136,5022.2KQ1 2026
JPL Wealth Management, LLC$435M AUM0.00%$2,85246Q1 2026
MassMutual Private Wealth & Trust, FSB$3.9B AUM0.00%$23,184374Q1 2026
Ameritas Investment Partners, Inc.$3.3B AUM0.00%$18,349296Q1 2026
True Wealth Design, LLC$360M AUM0.00%$1,86030Q1 2026
Police & Firemen's Retirement System of New Jersey$11.7B AUM0.00%$59,386958Q1 2026
GEODE CAPITAL MANAGEMENT, LLC$1.61T AUM0.00%$7M120.1KQ1 2026
Bare Financial Services, Inc$378M AUM0.00%$1,61226Q1 2026
TWO SIGMA INVESTMENTS, LP$123.9B AUM0.00%$288,3625.2KQ4 2025OLDER
Qube Research & Technologies Ltd$89.9B AUM0.00%$363,9435.9KQ1 2026
Torren Management, LLC$201M AUM0.00%$78314Q4 2025OLDER
Physician Wealth Advisors, Inc.$719M AUM0.00%$2,85246Q1 2026
GAMMA Investing LLC$2.7B AUM0.00%$8,493137Q1 2026
Bank of New York Mellon Corp$543.9B AUM0.00%$2M32.1KQ1 2026
UBS Group AG$666.3B AUM0.00%$2M36.9KQ1 2026
Focus Partners Wealth$89.9B AUM0.00%$303,6284.9KQ1 2026
D. E. Shaw & Co., Inc.$166.3B AUM0.00%$541,4838.7KQ1 2026
MEEDER ASSET MANAGEMENT INC$1.7B AUM0.00%$5,54099Q4 2025OLDER
VANGUARD FIDUCIARY TRUST CO$396.1B AUM0.00%$1M19.1KQ1 2026
AQR CAPITAL MANAGEMENT LLC$218.4B AUM0.00%$636,70910.3KQ1 2026
Essential Partners LLC$250M AUM0.00%$68312Q1 2026
NORTHERN TRUST CORP$756.6B AUM0.00%$2M30.3KQ1 2026
SEI INVESTMENTS CO$108.4B AUM0.00%$253,9804.1KQ1 2026
AMERICAN CENTURY COMPANIES INC$194.3B AUM0.00%$449,6137.3KQ1 2026
OPTIMA CAPITAL LLC$215M AUM0.00%$5069Q4 2025OLDER
VANGUARD CAPITAL MANAGEMENT LLC$4.04T AUM0.00%$9M138.6KQ1 2026
RHUMBLINE ADVISERS$116.9B AUM0.00%$247,8904.0KQ1 2026
Russell Investments Group, Ltd.$93.1B AUM0.00%$195,1703.1KQ1 2026
BlackRock, Inc.$5.72T AUM0.00%$12M187.6KQ1 2026
LPL Financial LLC$376.6B AUM0.00%$711,70711.5KQ1 2026
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$184.8B AUM0.00%$330,2835.3KQ1 2026
MILLENNIUM MANAGEMENT LLC$240.3B AUM0.00%$419,8586.8KQ1 2026
ENVESTNET ASSET MANAGEMENT INC$373.6B AUM0.00%$624,87610.1KQ1 2026
CWM, LLC$38.1B AUM0.00%$57,403926Q1 2026
MORGAN STANLEY$1.67T AUM0.00%$2M43.7KQ1 2026
VANGUARD GROUP INC$6.90T AUM0.00%$10M176.0KQ4 2025OLDER
STATE STREET CORP$2.90T AUM0.00%$4M64.4KQ1 2026
Fortitude Family Office, LLC$448M AUM0.00%$62010Q1 2026
UMB Bank, n.a.$7.2B AUM0.00%$8,652152Q2 2025OLDER
PRICE T ROWE ASSOCIATES INC /MD/$865M AUM0.00%$1M18.3KQ1 2026
ROYAL BANK OF CANADA$570.1B AUM0.00%$717,00011.6KQ1 2026
NEW YORK STATE COMMON RETIREMENT FUND$71.6B AUM0.00%$88,5841.4KQ1 2026
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$73.7B AUM0.00%$89,0801.4KQ1 2026
Sterling Capital Management LLC$5.3B AUM0.00%$6,199100Q1 2026
HARBOUR INVESTMENTS, INC.$6.5B AUM0.00%$4,91278Q3 2025OLDER
AMERIPRISE FINANCIAL INC$431.8B AUM0.00%$440,1297.1KQ1 2026
RAYMOND JAMES FINANCIAL INC$324.4B AUM0.00%$322,4105.2KQ1 2026
VICTORY CAPITAL MANAGEMENT INC$156.1B AUM0.00%$152,1472.7KQ2 2025OLDER
ALLIANCEBERNSTEIN L.P.$308.8B AUM0.00%$296,5885.3KQ1 2026
Cornerstone Planning Group LLC$749M AUM0.00%$71411Q1 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC$654.5B AUM0.00%$609,8589.8KQ1 2026
CITADEL ADVISORS LLC$618.5B AUM0.00%$612,98611.0KQ4 2025OLDER
GOLDMAN SACHS GROUP INC$870.9B AUM0.00%$771,71312.4KQ1 2026
Hughes Financial Services, LLC$651M AUM0.00%$5589Q1 2026
FIFTH THIRD BANCORP$54.7B AUM0.00%$43,083695Q1 2026
Nuveen, LLC$369.3B AUM0.00%$285,2164.6KQ1 2026
EverSource Wealth Advisors, LLC$3.3B AUM0.00%$2,10834Q1 2026
SIGNATUREFD, LLC$6.5B AUM0.00%$4,15367Q1 2026
JANE STREET GROUP, LLC$777.2B AUM0.00%$416,3427.4KQ4 2025OLDER
PRINCIPAL SECURITIES, INC.$6.8B AUM0.00%$3,71559Q3 2025OLDER
FMR LLC$1.90T AUM0.00%$1M18.1KQ1 2026
VANGUARD PORTFOLIO MANAGEMENT LLC$1.91T AUM0.00%$1M17.4KQ1 2026
Federation des caisses Desjardins du Quebec$27.8B AUM0.00%$13,948225Q1 2026
NISA INVESTMENT ADVISORS, LLC$27.0B AUM0.00%$12,398199Q1 2026
TOTAL INVESTMENT MANAGEMENT INC$858M AUM0.00%$2925Q2 2025OLDER
Arax Advisory Partners$3.5B AUM0.00%$1,48824Q1 2026
Vanguard Global Advisers, LLC$186.5B AUM0.00%$74,8841.2KQ1 2026
Invesco Ltd.$653.3B AUM0.00%$255,2134.1KQ1 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM0.00%$274,0134.8KQ2 2025OLDER
BNP PARIBAS FINANCIAL MARKETS$205.8B AUM0.00%$74,6981.2KQ1 2026
US BANCORP \DE\$82.4B AUM0.00%$25,664414Q1 2026
Rockefeller Capital Management L.P.$56.4B AUM0.00%$16,923273Q1 2026
DEUTSCHE BANK AG\$302.7B AUM0.00%$79,2231.3KQ1 2026
COMERICA BANK$25.1B AUM0.00%$5,652101Q4 2025OLDER
PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM0.00%$37,751609Q1 2026
BANK OF AMERICA CORP /DE/$1.37T AUM0.00%$295,8784.8KQ1 2026
CITIGROUP INC$234.5B AUM0.00%$43,393700Q1 2026
BARCLAYS PLC$416.3B AUM0.00%$67,6921.1KQ1 2026
IFP Advisors, Inc$4.8B AUM0.00%$74412Q1 2026
WELLS FARGO & COMPANY/MN$530.3B AUM0.00%$70,9191.1KQ1 2026
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM$94.5B AUM0.00%$10,166164Q1 2026
JONES FINANCIAL COMPANIES LLLP$208.1B AUM0.00%$15,939259Q1 2026
JPMORGAN CHASE & CO$1.56T AUM0.00%$99,1291.5KQ1 2026
Farther Finance Advisors, LLC$10.6B AUM0.00%$62910Q1 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM0.00%$24,362393Q1 2026
BOK Financial Private Wealth, Inc.$1.7B AUM0.00%$780Q1 2026
BROWN BROTHERS HARRIMAN & CO$18.6B AUM0.00%$80613Q1 2026
Legal & General Group Plc$432.4B AUM0.00%$18,287295Q1 2026
Sunbelt Securities, Inc.$1.6B AUM0.00%$621Q1 2026
ROTHSCHILD INVESTMENT LLC$1.9B AUM0.00%$621Q1 2026
Root Financial Partners, LLC$2.2B AUM0.00%$621Q1 2026
Allworth Financial LP$24.7B AUM0.00%$62010Q1 2026
Clearstead Advisors, LLC$10.9B AUM0.00%$1893Q3 2025OLDER
MAI Capital Management$17.7B AUM0.00%$1242Q1 2026
HUNTINGTON NATIONAL BANK$18.1B AUM0.00%$1242Q1 2026
Optiver Holding B.V.$289.5B AUM0.00%$1,61226Q1 2026

Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.