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Brandes Investment Partners reports 14.9% Utah Medical Products (UTMD) stake

(Moderate)
(Neutral)
Form Type
SCHEDULE 13G/A

Rhea-AI Filing Summary

Brandes Investment Partners, L.P. filed an amended Schedule 13G reporting a significant passive ownership position in Utah Medical Products Inc. Brandes is deemed the beneficial owner of 475,158 common shares, representing 14.92% of the outstanding class, held across mutual funds and other accounts it advises. Brandes reports shared voting power over 435,111 shares and shared dispositive power over 475,158 shares, with no sole voting or dispositive power. 218,681 shares, or 6.87% of the class, are held in the Brandes Small Cap Value Fund, a series of Datum One Series Trust. Brandes states that the filing does not constitute an admission that the reporting persons form a group.

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Beneficial ownership 475,158 shares Common shares of Utah Medical Products beneficially owned by Brandes
Percent of class 14.92% Portion of Utah Medical Products common stock attributed to Brandes
Shared voting power 435,111 shares Shares for which Brandes reports shared power to vote or direct the vote
Shared dispositive power 475,158 shares Shares for which Brandes reports shared power to dispose or direct disposition
Brandes Small Cap Value Fund holdings 218,681 shares Utah Medical Products shares held by Brandes Small Cap Value Fund
Fund interest in class 6.87% Portion of Utah Medical Products common stock held via Brandes Small Cap Value Fund
beneficial owner financial
"may be deemed to be the beneficial owner of the shares of the Issuer"
A beneficial owner is the person who ultimately owns or controls a financial asset or property, even if their name isn't directly on official documents. Think of it like someone who secretly holds the keys to a safe deposit box—others may appear to have access, but the true owner is the one who benefits from what's inside. Identifying beneficial owners helps ensure transparency and prevent illegal activities like money laundering or fraud.
shared voting power financial
"Shared Voting Power 435,111.00"
Shared voting power occurs when two or more parties jointly have the right to vote or decide how a block of company shares is cast, like co-owners who must agree before moving a piece of furniture. Investors care because who controls voting rights affects board elections, major corporate decisions and takeover outcomes, and shared control can alter regulatory disclosures and the practical influence any holder has over a company’s direction and value.
shared dispositive power financial
"Shared Dispositive Power 475,158.00"
Schedule 13G regulatory
"Brandes has filed this joint 13G on behalf of Brandes and the Fund"
A Schedule 13G is a formal document that investors file with the government when they acquire a large ownership stake in a company, usually for investment purposes rather than control. It helps keep the public informed about who owns significant parts of a company's shares, which can influence how the company is managed and how investors make decisions. Filing this schedule is important for transparency and understanding the ownership landscape of publicly traded companies.
Investment Company Act of 1940 regulatory
"mutual funds registered under the Investment Company Act of 1940"
A U.S. federal law that sets the rulebook for pooled investment vehicles such as mutual funds, exchange-traded funds and similar money managers, requiring them to register with regulators, disclose holdings and fees, limit conflicts of interest, and follow governance standards. It matters to investors because these protections and transparency rules act like a referee and scoreboard, helping people compare funds, trust that managers follow fair practices, and spot hidden costs or risks.
beneficiaries of employee benefit plan financial
"beneficiaries of employee benefit plan, pension fund or endowment fund"

FAQ

What percentage of Utah Medical Products (UTMD) is owned by Brandes Investment Partners?

Brandes Investment Partners reports beneficial ownership of 475,158 Utah Medical Products shares, representing 14.92% of the outstanding common stock. This ownership is held across mutual funds and other accounts for which Brandes acts as investment adviser or sub-adviser.

How many Utah Medical Products (UTMD) shares does the Brandes Small Cap Value Fund hold?

The Brandes Small Cap Value Fund holds 218,681 Utah Medical Products shares, a series of Datum One Series Trust. Brandes states this represents an interest of 6.87% of the company’s common stock attributable to that fund’s holdings alone.

What voting and dispositive powers does Brandes report over Utah Medical Products (UTMD) shares?

Brandes reports shared voting power over 435,111 shares and shared dispositive power over 475,158 shares of Utah Medical Products. It reports no sole voting or sole dispositive power over any of the shares in this Schedule 13G/A filing.

Is Brandes Investment Partners filing as part of a group in this Utah Medical Products (UTMD) 13G/A?

Brandes states that it filed a joint Schedule 13G on behalf of itself and the Brandes Small Cap Value Fund under Rule 13d-1(k). It explicitly notes that nothing in the statement is an admission that the reporting persons constitute a group.

Who ultimately benefits from the Utah Medical Products (UTMD) shares managed by Brandes?

Brandes explains that fund shareholders and other account beneficiaries have the economic interest in the Utah Medical Products shares it manages. The Brandes Small Cap Value Fund has the right to receive dividends or sale proceeds on its 6.87% stake in the company.

AI-generated analysis. How Rhea-AI works. Not financial advice.

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Learn about SEC filing dates





917488108

(CUSIP Number)
06/30/2026

(Date of Event Which Requires Filing of this Statement)


Check the appropriate box to designate the rule pursuant to which this Schedule is filed:
Rule 13d-1(b)
Rule 13d-1(c)
Rule 13d-1(d)




schemaVersion:


SCHEDULE 13G





SCHEDULE 13G





SCHEDULE 13G



BRANDES INVESTMENT PARTNERS, LP
Signature:/s/ Glenn Carlson
Name/Title:Executive Director
Date:08/13/2026
Datum One Series Trust
Signature:/s/ Rodney Ruehle
Name/Title:Chief Compliance Officer
Date:08/13/2026