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Utah Medical Products Inc. 13F holders

115 funds reported a position in Utah Medical Products Inc. in their 13F for the quarter ended 30 June 2026, together 2.3 million shares worth $159.9 million. Against the quarter before, 8 opened a position, 46 added, 34 trimmed and 10 sold out; together they bought a net 52,665 shares. The largest holders: Brandes Investment Partners, LP, BlackRock, Inc. and Dimensional Fund Advisors LP.

Funds holding115-4 on Q1 2026
Shares they held2.3Mworth $159.9 million
Net bought on the quarter52,665 sharesabout $3.6 million at the funds' values
Funds buying to selling54 to 44opened or added, to cut or sold
Opened 8Added 46Held 28Trimmed 34Sold out 10
Opened: 8 fundsAdded: 46 fundsHeld: 28 fundsTrimmed: 34 fundsSold out: 10 funds

What each fund did in UTMD against its 13F for the quarter before; a change under 0.1% of a holding counts as held

Q3 2024: 111 funds, 2.5 million shares111Q3 2024Q4 2024: 112 funds, 2.3 million shares112Q4 2024Q1 2025: 109 funds, 2.2 million shares109Q1 2025Q2 2025: 112 funds, 2.2 million shares112Q2 2025Q3 2025: 117 funds, 2.2 million shares117Q3 2025Q4 2025: 117 funds, 2.1 million shares117Q4 2025Q1 2026: 119 funds, 2.3 million shares119Q1 2026Q2 2026: 115 funds, 2.3 million shares115Q2 2026

Funds reporting a position in UTMD in their 13F, each quarter; hover a bar for the shares they held

Filed so far for the quarter to 30 September 2026

3,405 funds have filed their 13F for the quarter so far; the rest are due by 16 November 2026. Of those, 32 reported a position in Utah Medical Products Inc.: 3 opened one, 9 added, 9 trimmed and 1 sold out, a net 4,145 shares bought.

The largest moves in the name among the funds that have filed, against each fund's previous 13F.

The well-known funds

Of the 44 funds followed here, 3 reported a position in Utah Medical Products Inc. in a 13F for the quarter ended 30 June 2026. The largest: Renaissance Technologies, 175,814 shares worth $12.1 million, 0.0% of its reported book. Sold out: Millennium Management. In the quarter, 0 funds added or opened a position and 3 trimmed or sold out; together they sold a net 27,122 shares, about $1.9 million at the funds' own value per share on 30 June 2026. A change under 0.1% of a holding counts as held.

FundSharesValueOf its bookChange on the quarterStatusQuarter endedFiling
Renaissance Technologies175,814$12.1 million0.0%-8,300trimmed30 June 202613F
Geode Capital Management108,048$7.5 million0.0%-12,049trimmed30 June 202613F
FMR LLC18,068$1.2 million0.0%+6held30 June 202613F
Millennium Management0$00.0%-6,773exited30 June 202613F
Value is what the fund reported.
Read moreChange is shares against the fund's previous 13F; a fund with one filing read shows no change. 13Fs cover long US positions of managers above $100 million and are filed up to 45 days after the quarter.

The largest holders

FundSharesShare of allValueOf its bookChange in sharesFiling
Brandes Investment Partners, LP475,15820.50%$32.8 million0.23%+25,87913F
BlackRock, Inc.203,6908.79%$14.1 million0.00%+16,04113F
Dimensional Fund Advisors LP198,8178.58%$13.7 million0.00%+90913F
Renaissance Technologies LLC175,8147.58%$12.1 million0.02%-8,30013F
Vanguard Capital Management LLC134,5355.80%$9.3 million0.00%-4,02513F
Geode Capital Management, LLC108,0484.66%$7.5 million0.00%-12,04913F
Minerva Advisors LLC93,6154.04%$6.5 million4.08%no change13F
Hotchkis & Wiley Capital Management LLC85,2313.68%$5.9 million0.02%-3,90013F
Rice Hall James & Associates, LLC71,3633.08%$4.9 million0.24%+3,48113F
Morgan Stanley69,6713.01%$4.8 million0.00%+20,87013F
State Street Corp.63,9372.76%$4.4 million0.00%-46513F
Quantinno Capital Management LP43,0741.86%$3.0 million0.00%+13,23313F
UBS Group AG34,3691.48%$2.4 million0.00%-2,54713F
Bank of New York Mellon Corp34,2631.48%$2.4 million0.00%+2,18113F
Northern Trust Corp.30,1041.30%$2.1 million0.00%-18813F
Huber Capital Management LLC29,0091.25%$2.0 million0.29%-6,90613F
Cardinal Capital Management27,0941.17%$1.9 million0.23%+55113F
Everett Harris & Co.23,9331.03%$1.7 million0.02%-1,63113F
Price T Rowe Associates Inc.21,9380.95%$1.5 million0.00%+3,63813F
O'shaughnessy Asset Management, LLC21,6830.94%$1.5 million0.01%+39613F
Segall Bryant & Hamill, LLC21,5470.93%$1.5 million0.02%no change13F
Vanguard Portfolio Management LLC20,2760.87%$1.4 million0.00%+2,83913F
Vanguard Fiduciary Trust Co.20,0140.86%$1.4 million0.00%+95813F
Bard Associates Inc.18,4550.80%$1.3 million0.28%+9413F
FMR LLC18,0680.78%$1.2 million0.00%+613F
LSV Asset Management17,9590.77%$1.2 million0.00%-1,90013F
AQR Capital Management LLC14,9930.65%$1.0 million0.00%+4,72213F
LPL Financial LLC14,5280.63%$1.0 million0.00%+3,04713F
Ritholtz Wealth Management13,1240.57%$905,3190.01%-1,68313F
Royal Bank of Canada11,6790.50%$806,0000.00%+11913F
Charles Schwab Investment Management Inc.11,1210.48%$767,1270.00%+1,28313F
Envestnet Asset Management Inc.10,5480.46%$727,5900.00%+46813F
D. E. Shaw & Co., Inc.8,7350.38%$602,5400.00%no change13F
Mercer Global Advisors Inc.8,6330.37%$595,4770.00%-24513F
Goldman Sachs Group Inc.8,6270.37%$595,0900.00%-3,82213F
Osaic Holdings, Inc.7,9840.34%$550,8330.00%-1,02313F
Sanctuary Advisors, LLC7,8860.34%$543,9760.00%+4,25813F
Ameriprise Financial Inc.7,1580.31%$493,7770.00%+5813F
Atria Investments, Inc7,0540.30%$486,5870.01%+2,12213F
American Century Companies Inc.7,0530.30%$486,5160.00%-20013F
Bridge City Capital, LLC6,6540.29%$458,9930.10%-63713F
Bridgeway Capital Management, LLC5,6000.24%$386,2880.01%+60013F
Seizert Capital Partners, LLC5,4380.23%$375,1130.01%+213F
Arrowstreet Capital, Limited Partnership5,3280.23%$367,5250.00%no change13F
Raymond James Financial Inc.5,1660.22%$356,3510.00%-3513F
&partners5,1250.22%$353,9580.00%+12213F
AllianceBernstein L.P.5,5000.24%$340,9450.00%+20013F
State of Wyoming4,8030.21%$331,3110.03%+2,00013F
Invesco Ltd.4,7380.20%$326,8280.00%+62113F
Nuveen, LLC4,6010.20%$317,3770.00%no change13F
The 50 largest of the 115 funds that reported a position in UTMD in their 13F for the quarter ended 30 June 2026, by the value each reported.
Read moreShare of all is the fund's part of all the shares the funds reported. Change is shares against the fund's 13F for the quarter before. A 13F lists a manager's long positions in US-listed shares at the quarter's end. What is a 13F?

Schedule 13D and 13G filed on the name, last twelve months

FiledScheduleWhoHoldingOf the classEvent dateRule or purposeFiling
14 August 202613G/ABrandes Investment Partners, LP and 3 others475,15814.9%30 June 2026passive, institutional (13d-1(b))EDGAR
13 August 202613G/ARenaissance Technologies LLC and 3 others175,8145.5%30 June 2026passive, institutional (13d-1(b))EDGAR
14 May 202613G/ABrandes Investment Partners, LP and 1 other449,68014.1%31 March 2026passive, institutional (13d-1(b))EDGAR
27 March 202613G/AThe Vanguard Group and 1 other00.0%13 March 2026passive, institutional (13d-1(b))EDGAR
A Schedule 13D is filed by anyone who crosses 5% of a class with intent to influence; a 13G by a passive holder.
Read moreAmendments (/A) report a change, including an exit to zero. Holding and percentage are as the filer stated them on the cover page; the purpose is the filer's own words, cut short. 13D and 13G

Fails to deliver

Settlement dateShares failedPriceFile
17 August 20263$71.00SEC
10 August 2026363$70.83SEC
6 August 2026135$71.21SEC
31 July 202653$69.57SEC
22 July 2026115$69.15SEC
21 July 20261$69.30SEC
20 July 20261$69.80SEC
16 July 2026590$70.42SEC
Shares that failed to deliver at settlement, per day, from the SEC's half-month files, which arrive about two weeks after the period.
Read moreLargest in the window: 590 on 16 July 2026. A fail is an operational fact about settlement, not a position.