UTMD Institutional Ownership
Utah Medical Products, Inc.
1W: -2.7%
1M: -1.9%
3M: +3.0%
YTD: +29.3%
1Y: +21.6%
3Y: -6.1%
5Y: -10.6%
$73.06
-0.46 (-0.63%)
Weekly Expected Move ±1.5%
$72
$73
$74
$75
$76
Credit Risk of going bust: lower than 98% of companies Debt: 0.1% of company value Bonds: none of note held by US funds details ▾
Of US companies ranked in the safest four tenths, about 1 in 3,500 filed for bankruptcy within a year (2020-2025).
If the stock fell to about $0.00 (down more than 99.9%), Utah Medical Products, Inc. would be worth roughly what it owes.
Total debt $180K against a stock market value of $231.9M.
Distance to default 28.23 (Merton model): prices to 2026-10-27, balance sheet 2026-09-30, debt counted $90K (short-term plus half of long-term), stock volatility 27.8%; Altman Z 28.14. A ranking and a back-test, not a forecast.
US fund filings (SEC N-PORT) show under $25M of this company's bonds, so there is no bond page. Its debt may be bank loans or privately placed. How these are computed.
If the stock fell to about $0.00 (down more than 99.9%), Utah Medical Products, Inc. would be worth roughly what it owes.
Total debt $180K against a stock market value of $231.9M.
Distance to default 28.23 (Merton model): prices to 2026-10-27, balance sheet 2026-09-30, debt counted $90K (short-term plus half of long-term), stock volatility 27.8%; Altman Z 28.14. A ranking and a back-test, not a forecast.
US fund filings (SEC N-PORT) show under $25M of this company's bonds, so there is no bond page. Its debt may be bank loans or privately placed. How these are computed.
Overview
News
Chart
Smart Money
Financials
Income Statement
Cash Flow
Balance Sheet
Earnings
Dividends
Analysis
Technicals
Weather
Peers
ESG
Institutions
ETF Exposure
Dark Pool
Short Interest
Supply Chain
Institutional Ownership — UTMD
127
Institutional Holders
-1 vs prior quarter
0.0%
Ownership
+0.00pp
$158M
Total Invested
9
New Positions
48
Increased
44
Reduced
10
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (137 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | BRANDES INVESTMENT PARTNERS, LP | 475,158 | $35M | +25,879 | +5.8% | 14Q | SEC ↗ |
| 2 | BlackRock, Inc. | 203,690 | $15M | +16,041 | +8.5% | 8Q | SEC ↗ |
| 3 | DIMENSIONAL FUND ADVISORS LP | 198,817 | $15M | +909 | +0.5% | 102Q | SEC ↗ |
| 4 | RENAISSANCE TECHNOLOGIES LLC | 175,814 | $13M | -8,300 | -4.5% | 82Q | SEC ↗ |
| 5 | VANGUARD CAPITAL MANAGEMENT LLC | 134,535 | $10M | -4,025 | -2.9% | 2Q | SEC ↗ |
| 6 | GEODE CAPITAL MANAGEMENT, LLC | 108,048 | $8M | -12,049 | -10.0% | 57Q | SEC ↗ |
| 7 | Minerva Advisors LLC | 93,615 | $7M | — | +0.0% | 9Q | SEC ↗ |
| 8 | HOTCHKIS & WILEY CAPITAL MANAGEMENT LL | 85,231 | $6M | -3,900 | -4.4% | 10Q | SEC ↗ |
| 9 | RICE HALL JAMES & ASSOCIATES, LLC | 71,363 | $5M | +3,481 | +5.1% | 39Q | SEC ↗ |
| 10 | MORGAN STANLEY | 69,671 | $5M | +20,870 | +42.8% | 53Q | SEC ↗ |
| 11 | STATE STREET CORP | 63,937 | $5M | -465 | -0.7% | 46Q | SEC ↗ |
| 12 | Quantinno Capital Management LP | 43,074 | $3M | +13,233 | +44.3% | 5Q | SEC ↗ |
| 13 | UBS Group AG | 34,369 | $3M | -2,547 | -6.9% | 15Q | SEC ↗ |
| 14 | Bank of New York Mellon Corp | 34,263 | $3M | +2,181 | +6.8% | 57Q | SEC ↗ |
| 15 | NORTHERN TRUST CORP | 30,104 | $2M | -188 | -0.6% | 87Q | SEC ↗ |
| 16 | Huber Capital Management LLC | 29,009 | $2M | -6,906 | -19.2% | 7Q | SEC ↗ |
| 17 | Cardinal Capital Management | 27,094 | $2M | +551 | +2.1% | 46Q | SEC ↗ |
| 18 | EVERETT HARRIS & CO /CA | 23,933 | $2M | -1,631 | -6.4% | 37Q | SEC ↗ |
| 19 | PRICE T ROWE ASSOCIATES INC /MD | 21,938 | $2M | +3,638 | +19.9% | 16Q | SEC ↗ |
| 20 | O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 21,683 | $2M | +396 | +1.9% | 5Q | SEC ↗ |
| 21 | SEGALL BRYANT & HAMILL, LLC | 21,547 | $2M | — | +0.0% | 4Q | SEC ↗ |
| 22 | VANGUARD PORTFOLIO MANAGEMENT LLC | 20,276 | $1M | +2,839 | +16.3% | 2Q | SEC ↗ |
| 23 | VANGUARD FIDUCIARY TRUST CO | 20,014 | $1M | +958 | +5.0% | 2Q | SEC ↗ |
| 24 | BARD ASSOCIATES INC | 18,455 | $1M | +94 | +0.5% | 12Q | SEC ↗ |
| 25 | FMR LLC | 18,068 | $1M | +6 | +0.0% | 110Q | SEC ↗ |
| 26 | LSV ASSET MANAGEMENT | 17,959 | $1M | -1,900 | -9.6% | 18Q | SEC ↗ |
| 27 | AQR CAPITAL MANAGEMENT LLC | 14,993 | $1M | +4,722 | +46.0% | 5Q | SEC ↗ |
| 28 | LPL Financial LLC | 14,528 | $1M | +3,047 | +26.5% | 7Q | SEC ↗ |
| 29 | RITHOLTZ WEALTH MANAGEMENT | 13,124 | $959K | -1,683 | -11.4% | 4Q | SEC ↗ |
| 30 | ROYAL BANK OF CANADA | 11,679 | $853K | +121 | +1.0% | 56Q | SEC ↗ |
| 31 | Sixth Street Partners Management Compa NEW | 11,121 | $813K | — | +0.0% | 1Q | SEC ↗ |
| 32 | CHARLES SCHWAB INVESTMENT MANAGEMENT I | 11,121 | $813K | +1,283 | +13.0% | 15Q | SEC ↗ |
| 33 | ENVESTNET ASSET MANAGEMENT INC | 10,548 | $771K | +468 | +4.6% | 22Q | SEC ↗ |
| 34 | D. E. Shaw & Co., Inc. | 8,735 | $638K | — | +0.0% | 15Q | SEC ↗ |
| 35 | MERCER GLOBAL ADVISORS INC /ADV | 8,633 | $631K | -245 | -2.8% | 22Q | SEC ↗ |
| 36 | GOLDMAN SACHS GROUP INC | 8,627 | $630K | -3,822 | -30.7% | 15Q | SEC ↗ |
| 37 | OSAIC HOLDINGS, INC. | 7,984 | $583K | -1,023 | -11.4% | 26Q | SEC ↗ |
| 38 | Sanctuary Advisors, LLC | 7,886 | $576K | +4,258 | +117.4% | 2Q | SEC ↗ |
| 39 | AMERIPRISE FINANCIAL INC | 7,158 | $523K | +58 | +0.8% | 10Q | SEC ↗ |
| 40 | Atria Investments, Inc | 7,054 | $515K | +2,122 | +43.0% | 9Q | SEC ↗ |
| 41 | AMERICAN CENTURY COMPANIES INC | 7,053 | $515K | -200 | -2.8% | 13Q | SEC ↗ |
| 42 | Bridge City Capital, LLC | 6,654 | $486K | -637 | -8.7% | 11Q | SEC ↗ |
| 43 | BRIDGEWAY CAPITAL MANAGEMENT, LLC | 5,600 | $409K | +600 | +12.0% | 6Q | SEC ↗ |
| 44 | ALLIANCEBERNSTEIN L.P. | 5,500 | $402K | +200 | +3.8% | 34Q | SEC ↗ |
| 45 | SEIZERT CAPITAL PARTNERS, LLC | 5,438 | $397K | +2 | +0.0% | 26Q | SEC ↗ |
| 46 | ARROWSTREET CAPITAL, LIMITED PARTNERSH | 5,328 | $389K | — | +0.0% | 8Q | SEC ↗ |
| 47 | RAYMOND JAMES FINANCIAL INC | 5,166 | $377K | -35 | -0.7% | 2Q | SEC ↗ |
| 48 | &PARTNERS | 5,125 | $374K | +122 | +2.4% | 4Q | SEC ↗ |
| 49 | State of Wyoming | 4,803 | $351K | +2,000 | +71.4% | 5Q | SEC ↗ |
| 50 | Invesco Ltd. | 4,738 | $346K | +621 | +15.1% | 6Q | SEC ↗ |
Recent Activity
New Positions (9)
| Holder | Shares | Value |
|---|---|---|
| Sixth Street Partners Management Co | 11,121 | $813K |
| EXCHANGE TRADED CONCEPTS, LLC | 4,094 | $299K |
| GUGGENHEIM CAPITAL LLC | 3,951 | $289K |
| Vident Advisory, LLC | 3,038 | $222K |
| SG Americas Securities, LLC | 1,633 | $119K |
| Quarry LP | 27 | $2K |
| LANARK FINANCIAL, INC. | 19 | $1K |
| NORTHWESTERN MUTUAL WEALTH MANAGEME | 2 | $0K |
| Integrated Wealth Concepts LLC | 0 | $0K |
Sold Out (18)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| CITADEL ADVISORS LLC | 10,954 | $800K |
| ISTHMUS PARTNERS, LLC | 9,233 | $675K |
| JANE STREET GROUP, LLC | 7,440 | $544K |
| MILLENNIUM MANAGEMENT LLC | 6,773 | $495K |
| Qube Research & Technologies Ltd | 5,871 | $429K |
| TWO SIGMA INVESTMENTS, LP | 5,153 | $376K |
| Focus Partners Wealth | 4,898 | $358K |
| SEI INVESTMENTS CO | 4,097 | $299K |
| Quadrature Capital Ltd | 3,321 | $243K |
| Advisory Services Network, LLC | 1,864 | $136K |
| Rockefeller Capital Management L.P. | 273 | $20K |
| MEEDER ASSET MANAGEMENT INC | 99 | $7K |
| AMALGAMATED BANK | 95 | $7K |
| Torren Management, LLC | 14 | $1K |
| BROWN BROTHERS HARRIMAN & CO | 13 | $1K |
| OPTIMA CAPITAL LLC | 9 | $1K |
| MAI Capital Management | 2 | $0K |
| Root Financial Partners, LLC | 1 | $0K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| BRANDES INVESTMENT PARTNERS, LP | +25,879 | +5.8% | 475,158 |
| MORGAN STANLEY | +20,870 | +42.8% | 69,671 |
| BlackRock, Inc. | +16,041 | +8.5% | 203,690 |
| Quantinno Capital Management LP | +13,233 | +44.3% | 43,074 |
| AQR CAPITAL MANAGEMENT LLC | +4,722 | +46.0% | 14,993 |
| Sanctuary Advisors, LLC | +4,258 | +117.4% | 7,886 |
| PRICE T ROWE ASSOCIATES INC /MD | +3,638 | +19.9% | 21,938 |
| RICE HALL JAMES & ASSOCIATES, LLC | +3,481 | +5.1% | 71,363 |
| LPL Financial LLC | +3,047 | +26.5% | 14,528 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | +2,839 | +16.3% | 20,276 |
| Bank of New York Mellon Corp | +2,181 | +6.8% | 34,263 |
| Atria Investments, Inc | +2,122 | +43.0% | 7,054 |
| State of Wyoming | +2,000 | +71.4% | 4,803 |
| DEUTSCHE BANK AG | +2,000 | +156.5% | 3,278 |
| CITIGROUP INC | +1,485 | +212.1% | 2,185 |
| WELLS FARGO & COMPANY/MN | +1,424 | +124.5% | 2,568 |
| Russell Investments Group, Ltd. | +1,402 | +44.5% | 4,550 |
| CHARLES SCHWAB INVESTMENT MANAGEMEN | +1,283 | +13.0% | 11,121 |
| VANGUARD FIDUCIARY TRUST CO | +958 | +5.0% | 20,014 |
| DIMENSIONAL FUND ADVISORS LP | +909 | +0.5% | 198,817 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| GEODE CAPITAL MANAGEMENT, LLC | -12,049 | -10.0% | 108,048 |
| RENAISSANCE TECHNOLOGIES LLC | -8,300 | -4.5% | 175,814 |
| Huber Capital Management LLC | -6,906 | -19.2% | 29,009 |
| VANGUARD CAPITAL MANAGEMENT LLC | -4,025 | -2.9% | 134,535 |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT | -3,900 | -4.4% | 85,231 |
| GOLDMAN SACHS GROUP INC | -3,822 | -30.7% | 8,627 |
| UBS Group AG | -2,547 | -6.9% | 34,369 |
| LSV ASSET MANAGEMENT | -1,900 | -9.6% | 17,959 |
| RITHOLTZ WEALTH MANAGEMENT | -1,683 | -11.4% | 13,124 |
| EVERETT HARRIS & CO /CA | -1,631 | -6.4% | 23,933 |
| OSAIC HOLDINGS, INC. | -1,023 | -11.4% | 7,984 |
| BANK OF AMERICA CORP /DE | -675 | -14.1% | 4,098 |
| Bridge City Capital, LLC | -637 | -8.7% | 6,654 |
| STATE STREET CORP | -465 | -0.7% | 63,937 |
| MERCER GLOBAL ADVISORS INC /ADV | -245 | -2.8% | 8,633 |
| BARCLAYS PLC | -211 | -19.3% | 881 |
| AMERICAN CENTURY COMPANIES INC | -200 | -2.8% | 7,053 |
| NORTHERN TRUST CORP | -188 | -0.6% | 30,104 |
| BNP PARIBAS FINANCIAL MARKETS | -172 | -14.3% | 1,033 |
| Tower Research Capital LLC (TRC) | -128 | -23.9% | 408 |