111 tracked 13F filers disclose a position in UTMD as of the latest SEC 13F filings, a combined $142.0M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | BRANDES INVESTMENT PARTNERS, LP | $27.9M | 449K | ▲+28% Added · +98K sh | Q1 2026 | |
| 2 | DIMENSIONAL FUND ADVISORS LP | $12.3M | 198K | ▲+0.7% Added · +1K sh | Q1 2026 | |
| 3 | BlackRock, Inc. | $11.6M | 188K | ▲+1.7% Added · +3K sh | Q1 2026 | |
| 4 | RENAISSANCE TECHNOLOGIES LLC | $11.4M | 184K | ▼−4.9% Reduced · −10K sh | Q1 2026 | |
| 5 | VANGUARD CAPITAL MANAGEMENT LLC | $8.6M | 139K | →First observed position No prior filed position | Q1 2026 | |
| 6 | GEODE CAPITAL MANAGEMENT, LLC | $7.5M | 108K | ▼−10% Reduced · −12K sh | Q2 2026 | |
| 7 | Minerva Advisors LLC | $6.5M | 94K | —Held | Q2 2026 | |
| 8 | HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | $5.5M | 89K | ▼−18% Reduced · −20K sh | Q1 2026 | |
| 9 | RICE HALL JAMES & ASSOCIATES, LLC | $4.9M | 71K | ▲+5.1% Added · +3K sh | Q2 2026 | |
| 10 | STATE STREET CORP | $4.4M | 64K | ▼−0.7% Reduced · −465 sh | Q2 2026 | |
| 11 | MORGAN STANLEY | $3.0M | 49K | ▲+12% Added · +5K sh | Q1 2026 | |
| 12 | UBS Group AG | $2.3M | 37K | ▲118× Added · +37K sh | Q1 2026 | |
| 13 | Bank of New York Mellon Corp | $2.0M | 32K | ▼−9.7% Reduced · −3K sh | Q1 2026 | |
| 14 | NORTHERN TRUST CORP | $1.9M | 30K | ▲+3.5% Added · +1K sh | Q1 2026 | |
| 15 | Quantinno Capital Management LP | $1.8M | 30K | ▲+26% Added · +6K sh | Q1 2026 | |
| 16 | Huber Capital Management LLC | $2.0M | 29K | ▼−19% Reduced · −7K sh | Q2 2026 | |
| 17 | Cardinal Capital Management | $1.9M | 27K | ▲+2.1% Added · +551 sh | Q2 2026 | |
| 18 | EVERETT HARRIS & CO /CA/ | $1.6M | 26K | ▲+20% Added · +4K sh | Q1 2026 | |
| 19 | O'SHAUGHNESSY ASSET MANAGEMENT, LLC | $1.5M | 22K | ▲+1.9% Added · +396 sh | Q2 2026 | |
| 20 | SEGALL BRYANT & HAMILL, LLC | $1.5M | 22K | —Held | Q2 2026 | |
| 21 | VANGUARD FIDUCIARY TRUST CO | $1.2M | 19K | →First observed position No prior filed position | Q1 2026 | |
| 22 | BARD ASSOCIATES INC | $1.3M | 18K | ▲+0.5% Added · +94 sh | Q2 2026 | |
| 23 | PRICE T ROWE ASSOCIATES INC /MD/ | $1.1M | 18K | ▲+25% Added · +4K sh | Q1 2026 | |
| 24 | FMR LLC | $1.1M | 18K | ▲+36% Added · +5K sh | Q1 2026 | |
| 25 | VANGUARD PORTFOLIO MANAGEMENT LLC | $1.1M | 17K | →First observed position No prior filed position | Q1 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
Last quarter, 5 funds opened a new position in UTMD and 17 added to an existing one, while 14 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Combined value |
|---|---|---|
| MICROSOFT CORPMSFT | 51 funds | $133.2B |
| JPMORGAN CHASE & COJPM | 51 funds | $26.7B |
| APPLE INCAAPL | 49 funds | $145.6B |
| ALPHABET INC-CL AGOOGL | 49 funds | $70.8B |
| ELI LILLY & COLLY | 49 funds | $36.5B |
| UNITEDHEALTH GROUP INCUNH | 48 funds | $15.0B |
| MERCK & CO. INC.MRK | 48 funds | $11.9B |
| NVIDIA CORPNVDA | 47 funds | $186.7B |
| ALPHABET INC-CL CGOOG | 47 funds | $67.1B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 47 funds | $18.2B |
| COSTCO WHOLESALE CORPCOST | 47 funds | $17.9B |
| WALMART INCWMT | 47 funds | $14.3B |
Ranked by how many of UTMD's institutional holders also hold each name, a cross-fund conviction signal.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| May 18, 2023 | RICHINS PAUL O | Director | Sell (S) | 700 | $65K |
| Nov 18, 2022 | RICHINS PAUL O | Director | Sell (S) | 449 | $41K |
| Nov 17, 2022 | RICHINS PAUL O | Director | Sell (S) | 161 | $14K |
| Nov 11, 2022 | RICHINS PAUL O | Director | Sell (S) | 40 | $4K |
| May 11, 2022 | PAYNE BARBARA A | Director | Sell (S) | 2K | $170K |
| Nov 24, 2021 | HOYER ERNST G | Director | Sell (S) | 5K | $619K |
| Nov 23, 2021 | HOYER ERNST G | Director | Sell (S) | 100 | $13K |
| Nov 18, 2021 | PAYNE BARBARA A | Director | Sell (S) | 1K | $139K |
| Nov 17, 2021 | PAYNE BARBARA A | Director | Sell (S) | 751 | $83K |
| Aug 30, 2021 | PAYNE BARBARA A | Director | Sell (S) | 1K | $88K |
| Aug 27, 2021 | PAYNE BARBARA A | Director | Sell (S) | 999 | $88K |
| Aug 25, 2021 | PAYNE BARBARA A | Director | Sell (S) | 1 | $88 |
Connected entities for UTMD
This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/UTMD/capital-change-brief"
Use Arkolith's capital_change_brief for UTMD. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for UTMD. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.