UTAH MEDICAL PRODUCTS INC - UTMD
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 4 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BRANDES INVESTMENT PARTNERS, LP | History | Added to | 351,322 | 19,659 | 0.15% | 0.17% | 1 | +13,392 | 3.96% | Q4 2025 | Feb 11, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Reduced | 196,509 | 10,996 | 0.0% | 0.0% | 2 | -3,523 | -1.76% | Q4 2025 | Feb 12, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Reduced | 193,614 | 10,834 | 0.02% | 0.02% | 3 | -7,300 | -3.63% | Q4 2025 | Feb 12, 2026 |
| BlackRock, Inc. | History | Added to | 184,537 | 10,326 | 0.0% | 0.0% | 4 | +4,715 | 2.62% | Q4 2025 | Feb 12, 2026 |
| VANGUARD GROUP INC | History | Added to | 175,971 | 9,847 | 0.0% | 0.0% | 5 | +344 | 0.2% | Q4 2025 | Jan 29, 2026 |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | History | No change | 109,001 | 6,099 | 0.02% | 0.02% | 6 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Minerva Advisors LLC | History | Added to | 93,615 | 5,238 | 3.5% | 3.72% | 7 | +557 | 0.6% | Q4 2025 | Feb 09, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Reduced | 87,795 | 4,914 | 0.0% | 0.0% | 8 | -2,166 | -2.41% | Q4 2025 | Feb 09, 2026 |
| STATE STREET CORP | History | Reduced | 68,007 | 3,826 | 0.0% | 0.0% | 9 | -2,256 | -3.21% | Q4 2025 | Feb 13, 2026 |
| RICE HALL JAMES & ASSOCIATES, LLC | History | Added to | 64,398 | 3,603 | 0.2% | 0.21% | 10 | +2,967 | 4.83% | Q4 2025 | Feb 17, 2026 |
| MORGAN STANLEY | History | Reduced | 43,705 | 2,445 | 0.0% | 0.0% | 11 | -13,589 | -23.72% | Q4 2025 | Feb 13, 2026 |
| Huber Capital Management LLC | History | Reduced | 36,840 | 2,061 | 0.3% | 0.48% | 12 | -11,012 | -23.01% | Q4 2025 | Feb 13, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 35,539 | 1,988 | 0.0% | 0.0% | 13 | -9,989 | -21.94% | Q4 2025 | Feb 10, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 29,277 | 1,638 | 0.0% | 0.0% | 14 | -2,120 | -6.75% | Q4 2025 | Feb 17, 2026 |
| Cardinal Capital Management | History | Added to | 24,836 | 1,394 | 0.18% | 0.21% | 15 | +459 | 1.88% | Q4 2025 | Jan 30, 2026 |
| Quantinno Capital Management LP | History | Added to | 23,695 | 1,325 | 0.0% | 0.0% | 16 | +739 | 3.22% | Q4 2025 | Feb 17, 2026 |
| EVERETT HARRIS & CO /CA/ | History | Added to | 21,344 | 1,194 | 0.01% | 0.01% | 17 | +4,151 | 24.14% | Q4 2025 | Feb 11, 2026 |
| BARD ASSOCIATES INC | History | Reduced | 18,200 | 1,024 | 0.26% | 0.35% | 18 | -2,571 | -12.38% | Q4 2025 | Feb 13, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Reduced | 16,348 | 914 | 0.0% | 0.0% | 19 | -4,208 | -20.47% | Q4 2025 | Feb 17, 2026 |
| Qube Research & Technologies Ltd | History | Added to | 15,274 | 854 | 0.0% | 0.0% | 20 | +1,786 | 13.24% | Q4 2025 | Feb 17, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 14,903 | 833 | 0.0% | 0.01% | 21 | +337 | 2.31% | Q4 2025 | Feb 11, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Reduced | 14,680 | 823 | 0.0% | 0.0% | 22 | -1,484 | -9.18% | Q4 2025 | Feb 17, 2026 |
| LSV ASSET MANAGEMENT | History | Added to | 13,474 | 754 | 0.0% | 0.0% | 23 | +500 | 3.85% | Q4 2025 | Feb 06, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 13,400 | 749 | 0.0% | 0.0% | 24 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| FMR LLC | History | Added to | 13,240 | 740 | 0.0% | 0.0% | 25 | +473 | 3.7% | Q4 2025 | Feb 17, 2026 |
| SEGALL BRYANT & HAMILL, LLC | History | Reduced | 11,482 | 642 | 0.01% | 0.01% | 26 | -53 | -0.46% | Q4 2025 | Feb 13, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 11,033 | 617 | 0.0% | 0.0% | 27 | +5,900 | 114.94% | Q4 2025 | Mar 25, 2026 |
| CITADEL ADVISORS LLC | History | New | 10,954 | 612 | 0.0% | — | 28 | +10,954 | New | Q4 2025 | Feb 17, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Reduced | 10,649 | 595 | 0.0% | 0.0% | 29 | -4,757 | -30.88% | Q4 2025 | Feb 17, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Reduced | 10,433 | 583 | 0.0% | 0.0% | 30 | -720 | -6.46% | Q4 2025 | Feb 13, 2026 |
| ISTHMUS PARTNERS, LLC | History | Reduced | 9,233 | 516 | 0.06% | 0.53% | 31 | -29,050 | -75.88% | Q4 2025 | Feb 05, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 9,006 | 504 | 0.0% | 0.0% | 32 | +739 | 8.94% | Q4 2025 | Feb 17, 2026 |
| D. E. Shaw & Co., Inc. | History | Reduced | 8,835 | 494 | 0.0% | 0.0% | 33 | -346 | -3.77% | Q4 2025 | Feb 17, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 7,805 | 436 | 0.0% | 0.0% | 34 | +478 | 6.52% | Q4 2025 | Feb 18, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 7,440 | 416 | 0.0% | 0.0% | 35 | +3,901 | 110.23% | Q4 2025 | Feb 12, 2026 |
| LPL Financial LLC | History | Added to | 7,372 | 412 | 0.0% | 0.0% | 36 | +1,102 | 17.58% | Q4 2025 | Feb 11, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Reduced | 7,300 | 408 | 0.0% | 0.0% | 37 | -878 | -10.74% | Q4 2025 | Feb 13, 2026 |
| ROYAL BANK OF CANADA | History | New | 7,100 | 398 | 0.0% | — | 38 | +7,100 | New | Q4 2025 | Feb 17, 2026 |
| Bridge City Capital, LLC | History | Added to | 6,884 | 385 | 0.11% | 0.09% | 39 | +1,254 | 22.27% | Q4 2025 | Feb 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 6,611 | 369 | 0.0% | 0.0% | 40 | +314 | 4.99% | Q4 2025 | Feb 10, 2026 |
| Invesco Ltd. | History | Added to | 6,020 | 336 | 0.0% | 0.0% | 41 | +243 | 4.21% | Q4 2025 | Feb 19, 2026 |
| Nuveen, LLC | History | No change | 5,669 | 317 | 0.0% | 0.0% | 42 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| BARCLAYS PLC | History | Added to | 5,619 | 314 | 0.0% | 0.0% | 43 | +908 | 19.27% | Q4 2025 | Feb 13, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | Added to | 5,514 | 308 | 0.01% | 0.01% | 44 | +472 | 9.36% | Q4 2025 | Jan 23, 2026 |
| SEIZERT CAPITAL PARTNERS, LLC | History | No change | 5,436 | 304 | 0.01% | 0.01% | 45 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | No change | 5,328 | 298 | 0.0% | 0.0% | 46 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 5,300 | 296 | 0.0% | 0.0% | 47 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Reduced | 5,153 | 288 | 0.0% | 0.0% | 48 | -344 | -6.26% | Q4 2025 | Feb 17, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | History | No change | 5,000 | 279 | 0.01% | 0.01% | 49 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Atria Investments, Inc | History | Reduced | 4,925 | 275 | 0.0% | 0.0% | 50 | -162 | -3.18% | Q4 2025 | Feb 05, 2026 |
| TWO SIGMA ADVISERS, LP | History | Reduced | 4,900 | 274 | 0.0% | 0.0% | 51 | -2,300 | -31.94% | Q4 2025 | Feb 17, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 4,175 | 233 | 0.0% | 0.0% | 52 | -844 | -16.82% | Q4 2025 | Feb 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 4,125 | 230 | 0.0% | 0.0% | 53 | +1,779 | 75.83% | Q4 2025 | Feb 13, 2026 |
| Penobscot Investment Management Company, Inc. | History | No change | 4,000 | 223 | 0.02% | 0.02% | 54 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| &PARTNERS | History | Added to | 3,796 | 212 | 0.0% | 0.0% | 55 | +396 | 11.65% | Q4 2025 | Feb 17, 2026 |
| MARTINGALE ASSET MANAGEMENT L P | History | Reduced | 3,711 | 207 | 0.01% | 0.01% | 56 | -3 | -0.08% | Q4 2025 | Feb 13, 2026 |
| SEI INVESTMENTS CO | History | Added to | 3,678 | 205 | 0.0% | 0.0% | 57 | +28 | 0.77% | Q4 2025 | Feb 13, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 2,821 | 157 | 0.0% | 0.0% | 58 | -1,236 | -30.47% | Q4 2025 | Feb 17, 2026 |
| State of Wyoming | History | Added to | 2,810 | 157 | 0.02% | 0.02% | 59 | +476 | 20.39% | Q4 2025 | Feb 11, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 2,717 | 152 | 0.0% | 0.0% | 60 | +1,120 | 70.13% | Q4 2025 | Feb 17, 2026 |
| MetLife Investment Management, LLC | History | No change | 2,202 | 123 | 0.0% | 0.0% | 61 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 1,505 | 84 | 0.0% | 0.0% | 62 | -36 | -2.34% | Q4 2025 | Feb 11, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 1,429 | 79 | 0.0% | 0.0% | 63 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Reduced | 1,403 | 78 | 0.0% | 0.0% | 64 | -19 | -1.34% | Q4 2025 | Feb 17, 2026 |
| CWM, LLC | History | Reduced | 957 | 54 | 0.0% | 0.0% | 65 | -373 | -28.05% | Q4 2025 | Jan 26, 2026 |
| Copeland Capital Management, LLC | History | No change | 982 | 54 | 0.0% | 0.0% | 66 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 958 | 53 | 0.0% | 0.0% | 67 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 648 | 36 | 0.0% | 0.0% | 68 | -412 | -38.87% | Q4 2025 | Feb 10, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 510 | 28 | 0.0% | 0.0% | 69 | -92 | -15.28% | Q4 2025 | Feb 06, 2026 |
| Golden State Wealth Management, LLC | History | No change | 500 | 27 | 0.0% | 0.0% | 70 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Versant Capital Management, Inc | History | Reduced | 440 | 24 | 0.0% | 0.0% | 72 | -77 | -14.89% | Q4 2025 | Jan 08, 2026 |
| US BANCORP \DE\ | History | Added to | 436 | 24 | 0.0% | 0.0% | 71 | +22 | 5.31% | Q4 2025 | Jan 30, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Reduced | 374 | 20 | 0.0% | 0.0% | 73 | -21 | -5.32% | Q4 2025 | Jan 07, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 344 | 19 | 0.0% | 0.0% | 74 | +160 | 86.96% | Q4 2025 | Feb 17, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | New | 338 | 18 | 0.0% | — | 75 | +338 | New | Q4 2025 | Feb 13, 2026 |
| DEUTSCHE BANK AG\ | History | Reduced | 321 | 17 | 0.0% | 0.0% | 76 | -2,662 | -89.24% | Q4 2025 | Feb 11, 2026 |
| UBS Group AG | History | Reduced | 314 | 17 | 0.0% | 0.0% | 78 | -2,214 | -87.58% | Q4 2025 | Jan 29, 2026 |
| North Star Investment Management Corp. | History | New | 313 | 17 | 0.0% | — | 77 | +313 | New | Q4 2025 | Jan 30, 2026 |
| Legal & General Group Plc | History | No change | 295 | 16 | 0.0% | 0.0% | 79 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 296 | 16 | 0.0% | 0.0% | 80 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Rockefeller Capital Management L.P. | History | New | 273 | 15 | 0.0% | — | 81 | +273 | New | Q4 2025 | Mar 16, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 225 | 12 | 0.0% | 0.0% | 82 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Added to | 198 | 11 | 0.0% | 0.0% | 83 | +166 | 518.75% | Q4 2025 | Jan 15, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 207 | 11 | 0.0% | 0.0% | 84 | -27 | -11.54% | Q4 2025 | Feb 17, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 186 | 10 | 0.0% | 0.0% | 85 | -60 | -24.39% | Q4 2025 | Feb 17, 2026 |
| WealthCollab, LLC | History | No change | 186 | 10 | 0.0% | 0.01% | 86 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Sterling Capital Management LLC | History | Reduced | 174 | 9 | 0.0% | 0.0% | 87 | -37 | -17.54% | Q4 2025 | Feb 13, 2026 |
| CITIGROUP INC | History | Reduced | 136 | 7 | 0.0% | 0.0% | 88 | -50 | -26.88% | Q4 2025 | Feb 13, 2026 |
| COMERICA BANK | History | Reduced | 101 | 5 | 0.0% | 0.0% | 91 | -440 | -81.33% | Q4 2025 | Jan 29, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | New | 96 | 5 | 0.0% | — | 90 | +96 | New | Q4 2025 | Feb 13, 2026 |
| AMALGAMATED BANK | History | Reduced | 95 | 5 | 0.0% | 0.0% | 92 | -24 | -20.17% | Q4 2025 | Feb 05, 2026 |
| MEEDER ASSET MANAGEMENT INC | History | No change | 99 | 5 | 0.0% | 0.0% | 89 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| SIGNATUREFD, LLC | History | New | 67 | 3 | 0.0% | — | 93 | +67 | New | Q4 2025 | Jan 20, 2026 |
| GAMMA Investing LLC | History | Reduced | 71 | 3 | 0.0% | 0.0% | 95 | -51 | -41.8% | Q4 2025 | Jan 05, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 62 | 3 | 0.0% | 0.0% | 94 | -37 | -37.37% | Q4 2025 | Feb 06, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | Reduced | 30 | 2 | 0.0% | 0.0% | 96 | -1 | -3.23% | Q4 2025 | Jan 20, 2026 |
| Avion Wealth | History | No change | 48 | 2 | 0.0% | 0.0% | 97 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Physician Wealth Advisors, Inc. | History | No change | 46 | 2 | 0.0% | 0.0% | 98 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 24 | 1 | 0.0% | — | 102 | +16 | 200.0% | Q4 2025 | Jan 23, 2026 |
| True Wealth Design, LLC | History | Reduced | 34 | 1 | 0.0% | 0.0% | 101 | -10 | -22.73% | Q4 2025 | Jan 08, 2026 |
| Bare Financial Services, Inc | History | Added to | 18 | 1 | 0.0% | — | 103 | +10 | 125.0% | Q4 2025 | Feb 06, 2026 |
| Covestor Ltd | History | Reduced | 18 | 1 | 0.0% | 0.0% | 100 | -7 | -28.0% | Q4 2025 | Feb 06, 2026 |
| Optiver Holding B.V. | History | No change | 34 | 1 | 0.0% | 0.0% | 99 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Sanctuary Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -7,560 | -100.0% | Q3 2025 | Jan 13, 2026 |
| GLOBEFLEX CAPITAL L P | History | Closed out | 0 | 0 | — | 0.06% | — | -6,336 | -100.0% | Q3 2025 | Nov 12, 2025 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -4,438 | -100.0% | Q3 2025 | Oct 14, 2025 |
| Metis Global Partners, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -3,447 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,528 | -100.0% | Q3 2025 | Nov 18, 2025 |
| Cornerstone Planning Group LLC | History | Reduced | 11 | 0 | — | 0.0% | — | -1,338 | -99.18% | Q4 2025 | Feb 02, 2026 |
| Arax Advisory Partners | History | Reduced | 15 | 0 | — | 0.0% | — | -866 | -98.3% | Q4 2025 | Feb 13, 2026 |
| Fortitude Family Office, LLC | History | Reduced | 10 | 0 | — | 0.0% | — | -202 | -95.28% | Q4 2025 | Jan 15, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -78 | -100.0% | Q3 2025 | Nov 12, 2025 |
| PRINCIPAL SECURITIES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -59 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Red Tortoise LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -36 | -100.0% | Q3 2025 | Oct 22, 2025 |
| Torren Management, LLC | History | New | 14 | 0 | — | — | — | +14 | New | Q4 2025 | Jan 30, 2026 |
| Hughes Financial Services, LLC | History | Reduced | 9 | 0 | — | 0.0% | — | -10 | -52.63% | Q4 2025 | Feb 11, 2026 |
| OPTIMA CAPITAL LLC | History | New | 9 | 0 | — | — | — | +9 | New | Q4 2025 | Jan 23, 2026 |
| Allworth Financial LP | History | New | 7 | 0 | — | — | — | +7 | New | Q4 2025 | Feb 05, 2026 |
| IFP Advisors, Inc | History | Reduced | 13 | 0 | — | 0.0% | — | -4 | -23.53% | Q4 2025 | Feb 06, 2026 |
| Clearstead Advisors, LLC | History | Closed out | 0 | 0 | — | — | — | -3 | -100.0% | Q3 2025 | Nov 10, 2025 |
| HUNTINGTON NATIONAL BANK | History | New | 2 | 0 | — | — | — | +2 | New | Q4 2025 | Feb 09, 2026 |
| MAI Capital Management | History | New | 2 | 0 | — | — | — | +2 | New | Q4 2025 | Feb 13, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 13 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Sunbelt Securities, Inc. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 20, 2026 |