| 0.00% |
| 4 | RENAISSANCE TECHNOLOGIES LLC | 176K | $12.1M | -4.5% | 5.522% | 0.02% |
| 5 | VANGUARD CAPITAL MANAGEMENT LLC | 135K | $9.3M | -2.9% | 4.225% | 0.00% |
| 6 | GEODE CAPITAL MANAGEMENT, LLC | 108K | $7.5M | -10.0% | 3.393% | 0.00% |
| 7 | Minerva Advisors LLC | 94K | $6.5M | 0.0% | 2.940% | 4.08% |
| 8 | HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 85K | $5.9M | -4.4% | 2.677% | 0.02% |
| 9 | RICE HALL JAMES & ASSOCIATES, LLC | 71K | $4.9M | +5.1% | 2.241% | 0.24% |
| 10 | MORGAN STANLEY | 70K | $4.8M | +42.8% | 2.188% | 0.00% |
| 11 | STATE STREET CORP | 64K | $4.4M | -0.7% | 2.008% | 0.00% |
| 12 | Quantinno Capital Management LP | 43K | $3.0M | +44.4% | 1.353% | 0.00% |
| 13 | UBS Group AG | 34K | $2.4M | -6.9% | 1.079% | 0.00% |
| 14 | Bank of New York Mellon Corp | 34K | $2.4M | +6.8% | 1.076% | 0.00% |
| 15 | NORTHERN TRUST CORP | 30K | $2.1M | -0.6% | 0.946% | 0.00% |
| 16 | Huber Capital Management LLC | 29K | $2.0M | -19.2% | 0.911% | 0.29% |
| 17 | Cardinal Capital Management | 27K | $1.9M | +2.1% | 0.851% | 0.23% |
| 18 | EVERETT HARRIS & CO /CA/ | 24K | $1.7M | -6.4% | 0.752% | 0.02% |
| 19 | O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 22K | $1.5M | +1.9% | 0.681% | 0.01% |
| 20 | SEGALL BRYANT & HAMILL, LLC | 22K | $1.5M | 0.0% | 0.677% | 0.02% |
| 21 | VANGUARD PORTFOLIO MANAGEMENT LLC | 20K | $1.4M | +16.3% | 0.637% | 0.00% |
| 22 | VANGUARD FIDUCIARY TRUST CO | 20K | $1.4M | +5.0% | 0.629% | 0.00% |
| 23 | BARD ASSOCIATES INC | 18K | $1.3M | +0.5% | 0.580% | 0.28% |
| 24 | FMR LLC | 18K | $1.2M | +0.0% | 0.568% | 0.00% |
| 25 | AQR CAPITAL MANAGEMENT LLC | 15K | $1.0M | +46.0% | 0.471% | 0.00% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). β% of Fundβ shows how much of that investorβs total 13F portfolio is invested in UTMD β a direct measure of their conviction.
| 68.06% |
| 0.80 pp |
| $123M |
| 11% |
| Q4 2024 | 112 | +0.9% | 68.86% | 1.13 pp | $139M | 12% |
| Q3 2024 | 111 | β | 69.99% | β | $157M | β |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Ξ columns compare to the immediately prior filed quarter.
8 institutions opened new positions in UTMD during Q2 2026, while 10 fully exited. 92 added to existing positions and 14 trimmed.
UTMD institutional ownership rose by 1.63 percentage points quarter-over-quarter, with a net change of -4 holders.
The top 10 institutions account for 71.0% of all reported 13F value in UTMD, and the top 25 account for 89.5%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.
Utah Medical Products, Inc. (UTMD) Institutional Ownership