UTMDNasdaqSurgical & Medical Instruments & ApparatusFiscal year ends December 31
UTAH MEDICAL PRODUCTS INC
Financials through Q2 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Aug 12, 2026
$74.55+0.04 (+0.05%)
Close on Oct 19, 2026
- Market cap
- $237.37M
- P/E (TTM)
- 22.7
- Dividend yield
- –
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
72.8%
2M of 3M shares
Institutional holders
114
7 new, 10 sold out
Net institutional buying
0M
In Q2 2026
Insider trades, 12 months
0 buys · 0 sales
Open-market trades only
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| Brandes Investment Partners, LP | 475,158 | 14.90% | 13G (passive) amendment | Jun 30, 2026 |
| T. Rowe Price Investment Management, Inc. | 269,166 | 7.40% | 13G (passive) amendment | Feb 14, 2024 |
| Renaissance Technologies Holdings Corporation | 230,614 | 6.70% | 13G (passive) amendment | Sep 30, 2024 |
| Dimensional Fund Advisors LP | 197,466 | 6.10% | 13G (passive) amendment | Jun 30, 2025 |
| Renaissance Technologies LLC | 175,814 | 5.52% | 13G (passive) amendment | Jun 30, 2026 |
| BlackRock, Inc. | 172,684 | 5.30% | 13G (passive) | Jun 30, 2025 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of UTMD | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| Brandes Investment Partners, LP | 475,158 | 14.92% | $32.78M | +25,879 | 0.23% |
| BlackRock, Inc. | 203,690 | 6.40% | $14.05M | +16,041 | 0.00% |
| Dimensional Fund Advisors LP | 198,817 | 6.24% | $13.72M | +909 | 0.00% |
| Renaissance Technologies LLC | 175,814 | 5.52% | $12.13M | −8,300 | 0.02% |
| Vanguard Capital Management LLC | 134,535 | 4.23% | $9.28M | −4,025 | 0.00% |
| Geode Capital Management, LLC | 108,048 | 3.39% | $7.45M | −12,049 | 0.00% |
| Minerva Advisors LLC | 93,615 | 2.94% | $6.46M | – | 4.08% |
| Hotchkis & Wiley Capital Management LLC | 85,231 | 2.68% | $5.88M | −3,900 | 0.02% |
| Rice Hall James & Associates, LLC | 71,363 | 2.24% | $4.92M | +3,481 | 0.24% |
| Morgan Stanley | 69,671 | 2.19% | $4.81M | +20,870 | 0.00% |
| State Street Corp | 63,937 | 2.01% | $4.43M | −465 | 0.00% |
| Quantinno Capital Management LP | 43,074 | 1.35% | $2.97M | +13,233 | 0.00% |
| UBS Group AG | 34,369 | 1.08% | $2.37M | −2,547 | 0.00% |
| Bank of New York Mellon Corp | 34,263 | 1.08% | $2.36M | +2,181 | 0.00% |
| Northern Trust Corp | 30,104 | 0.95% | $2.08M | −188 | 0.00% |
| Huber Capital Management LLC | 29,009 | 0.91% | $2.00M | −6,906 | 0.29% |
| Cardinal Capital Management | 27,094 | 0.85% | $1.88M | +551 | 0.23% |
| Everett Harris & Co /Ca/ | 23,933 | 0.75% | $1.65M | −1,631 | 0.02% |
| Price T Rowe Associates Inc /Md/ | 21,938 | 0.69% | $1.52K | +3,638 | 0.00% |
| O'Shaughnessy Asset Management, LLC | 21,683 | 0.68% | $1.50M | +396 | 0.01% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 114 | 2M | 72.8% | 7 / 48 | 34 / 10 | 0M | 0M |
| Q1 2026 | 119 | 2M | 71.2% | 13 / 48 | 29 / 9 | 0M | 0M |
| Q4 2025 | 117 | 2M | 65.9% | 10 / 33 | 50 / 9 | 0M | 0M |
| Q3 2025 | 117 | 2M | 68.4% | 14 / 39 | 34 / 8 | 0M | 0M |
| Q2 2025 | 112 | 2M | 68.0% | 17 / 38 | 39 / 14 | 0M | 0M |
| Q1 2025 | 109 | 2M | 70.4% | 15 / 35 | 36 / 17 | 0M | 0M |
| Q4 2024 | 112 | 2M | 72.4% | 19 / 40 | 36 / 17 | 0M | 0M |
| Q3 2024 | 110 | 2M | 77.8% | 19 / 43 | 26 / 9 | 0M | 0M |
| Q2 2024 | 101 | 2M | 78.0% | 20 / 40 | 31 / 19 | 0M | 0M |
| Q1 2024 | 100 | 3M | 83.6% | 21 / 36 | 31 / 10 | 1M | 0M |
| Q4 2023 | 89 | 3M | 81.4% | 7 / 34 | 30 / 9 | 0M | 0M |
| Q3 2023 | 91 | 3M | 80.7% | 10 / 41 | 24 / 9 | 0M | 0M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of UTMD | Value | % of fund | As of |
|---|---|---|---|---|---|
| Brandes Small Cap Value Fund | 218,681 | 6.87% | $15.08M | 2.37% | Jun 30, 2026 |
| Vanguard Total Stock Market Index Fund | 97,788 | 3.07% | $6.75M | 0.00% | Jun 30, 2026 |
| iShares Russell 2000 ETF | 67,441 | 2.12% | $4.65M | 0.01% | Jun 30, 2026 |
| U.S. Small Cap Value Portfolio | 36,560 | 1.15% | $2.58M | 0.01% | Jul 31, 2026 |
| Fidelity Small Cap Index Fund | 33,689 | 1.06% | $2.38M | 0.01% | Jul 31, 2026 |
| Vanguard Extended Market Index Fund | 33,310 | 1.05% | $2.30M | 0.00% | Jun 30, 2026 |
| Fidelity Small-Mid Multifactor ETF | 31,903 | 1.00% | $2.25M | 0.09% | Jul 31, 2026 |
| U.S. Micro Cap Portfolio | 30,301 | 0.95% | $2.14M | 0.03% | Jul 31, 2026 |
| iShares Russell 2000 Value ETF | 28,429 | 0.89% | $1.96M | 0.01% | Jun 30, 2026 |
| U.S. Targeted Value Portfolio | 21,809 | 0.68% | $1.54M | 0.01% | Jul 31, 2026 |
| Hotchkis and Wiley Small Cap Diversified Value Fund | 21,800 | 0.68% | $1.50M | 0.16% | Jun 30, 2026 |
| U.S. Small Cap Portfolio | 21,622 | 0.68% | $1.52M | 0.01% | Jul 31, 2026 |
| Dimensional U.S. Targeted Value ETF | 19,149 | 0.60% | $1.35M | 0.01% | Jul 31, 2026 |
| SmallCap Value Fund II | 16,403 | 0.52% | $1.16M | 0.09% | Jul 31, 2026 |
| Vanguard Russell 2000 Index Fund | 15,481 | 0.49% | $1.03M | 0.01% | May 31, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| Brian Koopman | Principal Financial Officer | 782 | 0.02% | May 29, 2026 |
| Paul O. Richins | Director | 43,144 | 1.36% | Jul 1, 2026 |
| Kevin Timken | Director | – | – | Dec 18, 2025 |
| Carrie Leigh | Director | 51 | 0.00% | Nov 12, 2024 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Paul O. Richins Director | Jun 29, 2026 | Gift | −150 | $73.07 | $10.96K | 20,765 |
| Brian Koopman Principal Financial Officer | May 28, 2026 | Gift | −50 | $66.27 | $3.31K | 782 |
| Brian Koopman Principal Financial Officer | Sep 4, 2025 | Gift | −50 | $62.75 | $3.14K | 832 |
| Paul O. Richins Director | Aug 25, 2025 | Gift | −100 | $60.34 | $6.03K | 21,136 |
| Brian Koopman Principal Financial Officer | Jul 18, 2024 | Gift | −50 | $71.61 | $3.58K | 882 |
| Paul O. Richins Director | May 17, 2024 | Gift | −225 | $69.72 | $15.69K | 21,236 |
| Brian Koopman Principal Financial Officer | Jun 15, 2023 | Gift | −60 | $94.31 | $5.66K | 932 |
| Paul O. Richins Director | May 18, 2023 | Sale | −700 | $93.47 | $65.43K | 21,461 |
| Paul O. Richins Director | Mar 17, 2023 | Gift | −150 | $92.50 | $13.88K | 22,161 |
| Barbara A. Payne Director | Feb 8, 2023 | Gift | −500 | $90.00 | $45.00K | 4,838 |
| Brian Koopman Principal Financial Officer | Dec 6, 2022 | Option exercise | +500 | $74.64 | $37.32K | 992 |
| Brian Koopman Principal Financial Officer | Dec 6, 2022 | Tax withholding | −366 | $101.88 | $37.29K | 492 |
| Paul O. Richins Director | Nov 18, 2022 | Sale | −449 | $90.81 | $40.77K | 22,311 |
| Paul O. Richins Director | Nov 17, 2022 | Sale | −161 | $90.00 | $14.49K | 22,760 |
| Paul O. Richins Director | Nov 11, 2022 | Sale | −40 | $92.50 | $3.70K | 22,921 |
| Brian Koopman Principal Financial Officer | Oct 31, 2022 | Gift | −65 | $88.94 | $5.78K | 858 |
| Paul O. Richins Director | Jun 27, 2022 | Gift | −250 | $88.98 | $22.25K | 22,961 |
| Barbara A. Payne Director | May 11, 2022 | Sale | −2,000 | $85.20 | $170.40K | 5,338 |
| Barbara A. Payne Director | Feb 9, 2022 | Gift | −500 | $98.94 | $49.47K | 7,338 |
| Paul O. Richins Director | Dec 13, 2021 | Option exercise | +62 | $50.72 | $3.14K | 23,211 |
| Ernst G. Hoyer Director | Nov 24, 2021 | Sale | −4,900 | $126.41 | $619.41K | 5,000 |
| Ernst G. Hoyer Director | Nov 23, 2021 | Sale | −100 | $125.01 | $12.50K | 9,900 |
| Kevin L. Cornwell Chairman, CEO, Secretary, Director | Nov 22, 2021 | Gift | −2,000 | $124.75 | $249.50K | 188,472 |
| Barbara A. Payne Director | Nov 18, 2021 | Sale | −1,249 | $111.06 | $138.71K | 7,838 |
| Barbara A. Payne Director | Nov 17, 2021 | Sale | −751 | $111.06 | $83.41K | 9,087 |
| Brian Koopman Principal Financial Officer | Oct 27, 2021 | Tax withholding | −433 | $99.62 | $43.14K | 174 |
| Brian Koopman Principal Financial Officer | Oct 27, 2021 | Option exercise | +62 | $49.18 | $3.05K | 236 |
| Brian Koopman Principal Financial Officer | Oct 27, 2021 | Option exercise | +687 | $58.50 | $40.19K | 923 |
| Barbara A. Payne Director | Aug 30, 2021 | Sale | −1,000 | $88.48 | $88.48K | 9,838 |
| Barbara A. Payne Director | Aug 27, 2021 | Sale | −999 | $88.00 | $87.91K | 10,838 |
| Barbara A. Payne Director | Aug 25, 2021 | Sale | −1 | $88.00 | $88 | 11,837 |
| Paul O. Richins Director | Mar 11, 2021 | Gift | −225 | $92.48 | $20.81K | 23,149 |
| Barbara A. Payne Director | Mar 10, 2021 | Sale | −1,000 | $90.00 | $90.00K | 11,838 |
| Barbara A. Payne Director | Feb 9, 2021 | Gift | −500 | $90.99 | $45.50K | 12,838 |
| Kevin L. Cornwell Chairman, CEO, Secretary, Director | Jun 5, 2020 | Sale | −1,000 | $107.56 | $107.56K | 190,472 |
| Barbara A. Payne Director | Jun 5, 2020 | Sale | −1,000 | $108.00 | $108.00K | 13,338 |
| Kevin L. Cornwell Chairman, CEO, Secretary, Director | Jun 4, 2020 | Sale | −1,385 | $106.10 | $146.95K | 191,472 |
| Kevin L. Cornwell Chairman, CEO, Secretary, Director | Jun 3, 2020 | Sale | −5,000 | $106.42 | $532.10K | 192,857 |
| Barbara A. Payne Director | Jun 2, 2020 | Sale | −1,000 | $102.04 | $102.04K | 14,338 |
| Paul O. Richins Director | May 27, 2020 | Sale | −650 | $95.71 | $62.21K | 23,374 |
| Barbara A. Payne Director | May 27, 2020 | Sale | −1,000 | $95.00 | $95.00K | 15,338 |
| Barbara A. Payne Director | May 26, 2020 | Sale | −770 | $92.00 | $70.84K | 16,338 |
| Barbara A. Payne Director | May 21, 2020 | Sale | −230 | $92.37 | $21.25K | 17,108 |
| Barbara A. Payne Director | May 18, 2020 | Sale | −1,000 | $87.00 | $87.00K | 17,338 |
| Paul O. Richins Director | May 12, 2020 | Gift | −30 | $82.36 | $2.47K | 24,024 |
| Paul O. Richins Director | May 7, 2020 | Gift | −200 | $80.26 | $16.05K | 24,054 |
| Barbara A. Payne Director | Feb 20, 2020 | Gift | −500 | $96.00 | $48.00K | 18,338 |
| Kevin L. Cornwell Chairman, CEO, Secretary, Director | Dec 13, 2019 | Sale | −2,084 | $107.00 | $222.99K | 197,857 |
| Kevin L. Cornwell Chairman, CEO, Secretary, Director | Dec 12, 2019 | Sale | −584 | $107.05 | $62.52K | 199,941 |
| Kevin L. Cornwell Chairman, CEO, Secretary, Director | Nov 26, 2019 | Sale | −800 | $107.67 | $86.14K | 200,525 |
| Barbara A. Payne Director | Nov 19, 2019 | Sale | −694 | $102.25 | $70.96K | 18,838 |
| Barbara A. Payne Director | Nov 11, 2019 | Sale | −6 | $104.00 | $624 | 19,532 |
| Barbara A. Payne Director | Nov 8, 2019 | Gift | −300 | $101.17 | $30.35K | 19,538 |
| Kevin L. Cornwell Chairman, CEO, Secretary, Director | Nov 5, 2019 | Sale | −1,667 | $107.10 | $178.54K | 201,325 |
| Brian Koopman Principal Financial Officer | Nov 5, 2019 | Sale | −300 | $107.00 | $32.10K | 607 |
| Barbara A. Payne Director | Feb 27, 2019 | Sale | −1,521 | $85.75 | $130.43K | 19,838 |
| Barbara A. Payne Director | Feb 26, 2019 | Sale | −4 | $89.00 | $356 | 21,359 |
| Barbara A. Payne Director | Feb 20, 2019 | Sale | −1 | $92.00 | $92 | 21,363 |
| Barbara A. Payne Director | Feb 15, 2019 | Sale | −1,872 | $92.29 | $172.77K | 21,364 |
| Barbara A. Payne Director | Feb 14, 2019 | Sale | −23 | $92.50 | $2.13K | 23,236 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| Kevin L. Cornwell Officer | Jun 14, 2023 | 10,000 | $997.60K | Jun 14, 2023 | STOCK OPTION EXERCISE |
| Paul O. Richins Director | May 18, 2023 | 700 | $64.40K | May 18, 2023 | STOCK OPTION EXERCISE |