Utz Brands, Inc.
UTZ- Exchange
- NYSE
- Industry
- Miscellaneous Food Preparations & Kindred Products
- SEC CIK
- 0001739566
No open-market purchases or sales by Utz Brands, Inc. insiders were filed in the last 90 days; 235 institutions reported holding it in 13F filings for Q2 2026, worth $583.8M in total; Maverick Capital is the only superinvestor holding it.
13F holders, Q3 2021
Institutional positions in Utz Brands, Inc. as of Sep 30, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 135
- −16 vs. Q2 2021
- Shares held
- 58.5M
- +2.14M (+3.8%) vs. Q2 2021
- Total value
- $1.00B
- −$225.2M (−18.3%) vs. Q2 2021
- New holders
- 18
- 54 more added
- Sold out
- 34
- 38 more reduced
2 institutions that held it in Q2 2021 haven't filed for Q3 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2021: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting UTZ on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 235 | $583.8M |
| Q1 2026 | 226 | $590.9M |
| Q4 2025 | 230 | $778.6M |
| Q3 2025 | 239 | $962.1M |
| Q2 2025 | 238 | $1.01B |
| Q1 2025 | 239 | $1.06B |
| Q4 2024 | 224 | $1.23B |
| Q3 2024 | 213 | $1.33B |
| Q2 2024 | 217 | $1.24B |
| Q1 2024 | 199 | $1.37B |
| Q4 2023 | 204 | $1.15B |
| Q3 2023 | 190 | $942.6M |
| Q2 2023 | 188 | $1.11B |
| Q1 2023 | 198 | $1.10B |
| Q4 2022 | 180 | $1.00B |
| Q3 2022 | 178 | $989.4M |
| Q2 2022 | 161 | $873.3M |
| Q1 2022 | 175 | $924.6M |
| Q4 2021 | 147 | $963.5M |
| Q3 2021 | 135 | $1.00B |
| Q2 2021 | 153 | $1.23B |
| Q1 2021 | 129 | $1.33B |
Institutions, Q3 2021
Shares, value and share of portfolio for each institution holding Utz Brands, Inc.; share changes are against Q2 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Symons Capital Management Inc | 11,319 | $194.0K | 0.12% | +11,319 | New |
| Stratos Wealth Partners, LTD. | 11,200 | $192.0K | 0.00% | +1,150+11.4% | Added |
| Commonwealth Equity Services, LLC | 11,074 | $189.0K | 0.00% | −2,503−18.4% | Reduced |
| Captrust Financial Advisors | 10,770 | $185.0K | 0.00% | +1,359+14.4% | Added |
| TownSquare Capital, LLC | 10,620 | $182.0K | 0.01% | +158+1.5% | Added |
| Engineers Gate Manager LP | 10,470 | $179.0K | 0.01% | +10,470 | New |
| Amalgamated Bank | 10,304 | $177.0K | 0.00% | −832−7.5% | Reduced |
| Citigroup Inc | 8,511 | $146.0K | 0.00% | +4,106+93.2% | Added |
| First Bank & Trust | 7,416 | $127.0K | 0.06% | +287+4.0% | Added |
| Tower Research Capital LLC (TRC) | 6,128 | $105.0K | 0.00% | −3,223−34.5% | Reduced |
| Penserra Capital Management LLC | 6,086 | $104.0K | 0.00% | −7,694−55.8% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 5,495 | $94.0K | 0.00% | +5,495 | New |
| Parallel Advisors, LLC | 5,221 | $89.0K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 5,200 | $89.0K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 4,623 | $79.0K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 4,055 | $69.0K | 0.00% | +3,869+2,080.1% | Added |
| Great West Life Assurance Co | 3,098 | $53.0K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 2,000 | $34.0K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 1,909 | $32.0K | 0.00% | +1,809+1,809.0% | Added |
| IFP Advisors, Inc | 1,720 | $30.0K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 1,738 | $30.0K | 0.00% | 00.0% | Unchanged |
| American Portfolios Advisors | 1,455 | $24.9K | 0.00% | +85+6.2% | Added |
| Eaton Vance Management | 1,000 | $17.0K | 0.00% | +1,000 | New |
| Carolina Wealth Advisors, LLC | 800 | $14.0K | 0.01% | 00.0% | Unchanged |
| Hudock, Inc. | 302 | $5.00K | 0.00% | −214−41.5% | Reduced |
| Harbor Investment Advisory, LLC | 270 | $5.00K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 161 | $3.00K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 150 | $3.00K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 103 | $2.00K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 100 | $2.00K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 100 | $2.00K | 0.00% | +100 | New |
| Cutler Group LP | 100 | $1.00K | 0.00% | −9−8.3% | Reduced |
| Arkadios Wealth Advisors | 55 | $0 | 0.00% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 26 | $0 | 0.00% | +26 | New |
| Bell Investment Advisors, Inc | 23 | $0 | 0.00% | +23 | New |
| Engle Capital Management, L.P. | 0 | $0 | 0.00% | −1,252,000−100.0% | Sold out |
| Select Equity Group, L.P. | 0 | $0 | 0.00% | −815,413−100.0% | Sold out |
| State of New Jersey Common Pension Fund D | 0 | $0 | 0.00% | −106,984−100.0% | Sold out |
| Baltimore-Washington Financial Advisors, Inc. | 0 | $0 | 0.00% | −99,959−100.0% | Sold out |
| Rice Hall James & Associates, LLC | 0 | $0 | 0.00% | −78,357−100.0% | Sold out |
| First Trust Advisors LP | 0 | $0 | 0.00% | −71,360−100.0% | Sold out |
| Brant Point Investment Management LLC | 0 | $0 | 0.00% | −65,000−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −36,667−100.0% | Sold out |
| PEAK6 Investments LLC | 0 | $0 | 0.00% | −32,096−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −26,732−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −25,943−100.0% | Sold out |
| Oliver Luxxe Assets LLC | 0 | $0 | 0.00% | −23,485−100.0% | Sold out |
| Emerald Advisers, LLC | 0 | $0 | 0.00% | −19,775−100.0% | Sold out |
| Thrivent Financial for Lutherans | 0 | $0 | 0.00% | −15,547−100.0% | Sold out |
| ProShare Advisors LLC | 0 | $0 | 0.00% | −15,298−100.0% | Sold out |
| STRS Ohio | 0 | $0 | 0.00% | −13,700−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −12,592−100.0% | Sold out |
| Cambridge Investment Research Advisors, Inc. | 0 | $0 | 0.00% | −12,266−100.0% | Sold out |
| Navellier & Associates Inc | 0 | $0 | 0.00% | −11,821−100.0% | Sold out |
| Two Sigma Investments, LP | 0 | $0 | 0.00% | −10,583−100.0% | Sold out |
| Blueshift Asset Management, LLC | 0 | $0 | 0.00% | −10,536−100.0% | Sold out |
| RB Capital Management, LLC | 0 | $0 | 0.00% | −10,203−100.0% | Sold out |
| Carnegie Capital Asset Management, LLC | 0 | $0 | 0.00% | −9,893−100.0% | Sold out |
| Carolinas Wealth Consulting LLC | 0 | $0 | 0.00% | −4,290−100.0% | Sold out |
| Pinz Capital Management, LP | 0 | $0 | 0.00% | −3,393−100.0% | Sold out |
| KB Financial Partners, LLC | 0 | $0 | 0.00% | −1,937−100.0% | Sold out |
| Institutional & Family Asset Management, LLC | 0 | $0 | 0.00% | −1,213−100.0% | Sold out |
| BDO Wealth Advisors, LLC | 0 | $0 | 0.00% | −1,025−100.0% | Sold out |
| Sonora Investment Management, LLC | 0 | $0 | 0.00% | −958−100.0% | Sold out |
| Dorsey Wright & Associates | 0 | $0 | 0.00% | −784−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −250−100.0% | Sold out |
| Plante Moran Financial Advisors, LLC | 0 | $0 | 0.00% | −200−100.0% | Sold out |
| Laurel Wealth Advisors LLC | 0 | $0 | 0.00% | −95−100.0% | Sold out |
| FMR LLC | 0 | $0 | 0.00% | −4−100.0% | Sold out |
| First Horizon Corp | – | – | – | – | Not filed |
| CWM, LLC | – | – | – | – | Not filed |