UTMD — UTAH MED PRODS INC
As of Q2 2026, 22 SEC-registered investment managers reported holding UTMD (UTAH MED PRODS INC) in their latest 13F filings, with a combined reported value of $51.21M across 764.18K shares. That is +2.9% by share count (+21.56K shares) versus the previous quarter, while reported value moved +14.0%. Ownership is concentrated: the five largest holders account for 79.7% of reported value and the top ten for 94.3%.
Compared with the prior quarter, 1 opened new positions, 11 added to existing stakes, 6 trimmed, 1 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
UTMD is classified in the Health Care sector.
All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.
| Fund | Quarter | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|---|
| BlackRock Inc history | Q2 2026 | 203.69K | $14.05M | 0.00% | Add |
| Renaissance Technologies history | Q2 2026 | 175.81K | $12.13M | 0.02% | Reduce |
| Vanguard Group history | Q4 2025 | 175.97K | $9.85M | 0.00% | Hold |
| Geode Capital Management history | Q2 2026 | 108.05K | $7.45M | 0.00% | Reduce |
| Morgan Stanley history | Q2 2026 | 69.67K | $4.81M | 0.00% | Add |
| Franklin Resources history | Q1 2024 | 42.00K | $2.99M | 0.00% | Reduce |
| UBS Group AG history | Q2 2026 | 34.37K | $2.37M | 0.00% | Reduce |
| BNY Mellon history | Q2 2026 | 34.26K | $2.36M | 0.00% | Add |
| Royce & Associates history | Q1 2025 | 41.96K | $2.35M | 0.03% | Hold |
| Northern Trust Corp history | Q2 2026 | 30.10K | $2.08M | 0.00% | Reduce |
| Fidelity Management & Research (FMR) history | Q2 2026 | 18.07K | $1.25M | 0.00% | Hold |
| AQR Capital Management history | Q2 2026 | 14.99K | $1.03M | 0.00% | Add |
| Charles Schwab Investment Management history | Q2 2026 | 11.12K | $767.13K | 0.00% | Add |
| Citadel Advisors history | Q4 2025 | 10.95K | $612.99K | 0.00% | New |
| D. E. Shaw & Co history | Q2 2026 | 8.73K | $602.54K | 0.00% | Hold |
| Goldman Sachs Group history | Q2 2026 | 8.63K | $595.09K | 0.00% | Reduce |
| Millennium Management history | Q1 2026 | 6.77K | $419.86K | 0.00% | Reduce |
| Arrowstreet Capital history | Q2 2026 | 5.33K | $367.52K | 0.00% | Hold |
| Invesco Ltd history | Q2 2026 | 4.74K | $326.83K | 0.00% | Add |
| Two Sigma Investments history | Q4 2025 | 5.15K | $288.36K | 0.00% | Reduce |
New Positions (Q2 2026)
- JPMorgan Chase & Co 1.63K sh · $119.18K
Fully Exited (vs previous quarter)
- Millennium Management sold 6.77K sh · $419.86K
Fund Position History — shares by quarter (top 20 funds)
| Fund | Q3 2021 | Q4 2021 | Q1 2022 | Q2 2022 | Q3 2022 | Q4 2022 | Q1 2023 | Q2 2023 | Q3 2023 | Q4 2023 | Q1 2024 | Q2 2024 | Q3 2024 | Q4 2024 | Q1 2025 | Q2 2025 | Q3 2025 | Q4 2025 | Q1 2026 | Q2 2026 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| BlackRock Inc | — | — | — | — | — | — | — | — | — | — | — | — | 180.09K | 168.61K | 160.65K | 179.51K | 179.82K | 184.54K | 187.65K | 203.69K |
| Renaissance Technologies | 230.03K | 222.91K | 223.71K | 227.37K | 216.51K | 210.61K | 206.71K | 203.39K | 205.51K | 204.61K | 232.51K | 227.11K | 230.61K | 221.51K | 217.71K | 213.31K | 200.91K | 193.61K | 184.11K | 175.81K |
| Geode Capital Management | 56.18K | 56.77K | 58.85K | 68.06K | 69.78K | 70.33K | 71.41K | 66.33K | 68.72K | 72.02K | 73.68K | 88.56K | 97.08K | 97.94K | 107.78K | 114.82K | 89.96K | 87.80K | 120.10K | 108.05K |
| Morgan Stanley | 1.53K | 2.08K | 2.24K | 9.86K | 9.77K | 9.34K | 15.15K | 15.41K | 8.47K | 12.50K | 48.91K | 35.85K | 32.60K | 36.44K | 25.91K | 58.16K | 57.29K | 43.70K | 48.80K | 69.67K |
| UBS Group AG | — | 1.23K | 544 | 391 | — | 1.59K | 2.21K | 8.01K | 2.75K | 4.86K | 3.61K | 1.97K | 2.04K | 2.96K | 2.26K | 3.09K | 2.53K | 314 | 36.92K | 34.37K |
| BNY Mellon | 27.40K | 19.56K | 19.95K | 18.07K | 19.32K | 32.27K | 31.16K | 31.19K | 31.40K | 36.50K | 48.21K | 49.60K | 47.44K | 47.34K | 48.61K | 49.14K | 45.53K | 35.54K | 32.08K | 34.26K |
| Northern Trust Corp | 38.93K | 38.40K | 37.04K | 37.23K | 37.09K | 37.69K | 37.85K | 37.18K | 37.17K | 38.59K | 37.06K | 35.77K | 35.06K | 36.83K | 34.17K | 33.44K | 31.40K | 29.28K | 30.29K | 30.10K |
| Fidelity Management & Research (FMR) | 496.86K | 467.72K | 381.71K | 381.68K | 381.44K | 382.03K | 382.06K | 382.09K | 389.83K | 389.71K | 393.05K | 414.46K | 268.82K | 92.36K | 3.22K | 7.75K | 12.77K | 13.24K | 18.06K | 18.07K |
| AQR Capital Management | — | — | 3.13K | 5.35K | — | — | — | — | — | — | — | 7.15K | 8.87K | — | — | 8.62K | 15.41K | 10.65K | 10.27K | 14.99K |
| Charles Schwab Investment Management | 14.56K | 14.56K | 14.86K | 13.92K | 13.92K | 14.09K | 14.25K | 14.19K | 14.50K | 14.17K | 9.73K | 9.63K | 9.62K | 10.43K | 10.25K | 11.22K | 11.15K | 10.43K | 9.84K | 11.12K |
| D. E. Shaw & Co | — | — | 2.83K | — | — | 2.09K | 2.39K | 2.83K | 4.72K | 4.50K | 16.25K | 10.79K | 10.11K | 9.71K | 9.71K | 9.29K | 9.18K | 8.84K | 8.73K | 8.73K |
| Goldman Sachs Group | 34.36K | 33.32K | 29.30K | 30.76K | 40.99K | 40.99K | 43.46K | 40.86K | 40.96K | 34.51K | 7.70K | 3.10K | 7.00K | 14.78K | 14.29K | 4.89K | 5.13K | 11.03K | 12.45K | 8.63K |
| Arrowstreet Capital | — | — | — | — | — | — | — | — | — | — | — | — | 5.92K | 5.33K | 5.33K | 5.33K | 5.33K | 5.33K | 5.33K | 5.33K |
| Invesco Ltd | 3.90K | 5.06K | 2.38K | — | 2.35K | 3.56K | 2.60K | 2.68K | 2.72K | — | 5.46K | 6.65K | — | — | 3.70K | 4.96K | 5.78K | 6.02K | 4.12K | 4.74K |
| Bank of America Corp | 1.44K | 2.85K | 5.21K | 2.13K | 500 | 2.10K | 1.62K | 897 | 3.13K | 3.53K | 1.68K | 3.53K | 4.13K | 4.93K | 2.21K | 1.79K | 1.60K | 2.72K | 4.77K | 4.10K |
| Deutsche Bank AG | 3.10K | 3.08K | 2.86K | 2.72K | 2.49K | 2.51K | 3.15K | 2.33K | 2.52K | 2.36K | 2.36K | — | — | 707 | 2.98K | 2.98K | 2.98K | 321 | 1.28K | 3.28K |
| Wells Fargo & Co | 11.84K | 11.34K | 5.14K | 267 | 233 | 175 | 836 | 1.60K | 871 | 1.07K | 1.21K | 1.51K | 1.54K | 1.93K | 1.89K | 1.99K | 2.35K | 4.12K | 1.14K | 2.57K |
| Citigroup Inc | 282 | 883 | 162 | 228 | 107 | 171 | 3 | 1.08K | 106 | 600 | 600 | 1.22K | 5.16K | 3.63K | 3.73K | 2.16K | 186 | 136 | 700 | 2.19K |
| JPMorgan Chase & Co | 93.66K | 87.08K | 101.77K | 103.81K | 92.43K | 83.21K | 82.83K | 58.53K | 58.27K | 63.63K | 72.55K | 62.77K | 69.41K | 79.70K | 72.33K | 6.15K | 1.54K | 1.50K | — | 1.63K |
| PNC Financial Services | 306 | 300 | 300 | 300 | 300 | 300 | 324 | 324 | 324 | 324 | 300 | 796 | 796 | 348 | 894 | 504 | 602 | 510 | 609 | 622 |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
Drag / scroll to zoom · Default shows the most recent year · Annotations come from quarterly fund actions in 13F filings · Hover a marker for details