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, Q1 2023
Institutional positions in Utz Brands, Inc. as of Mar 31, 2023. 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
- 198
- +20 vs. Q4 2022
- Shares held
- 66.7M
- +3.22M (+5.1%) vs. Q4 2022
- Total value
- $1.10B
- +$97.3M (+9.7%) vs. Q4 2022
- New holders
- 35
- 72 more added
- Sold out
- 15
- 58 more reduced
2 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2022: 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, Q1 2023
Shares, value and share of portfolio for each institution holding Utz Brands, Inc.; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Covestor Ltd | 10 | $0 | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 1 | $16 | 0.00% | −99−99.0% | Reduced |
| SJS Investment Consulting Inc. | 1 | $17 | 0.00% | +1 | New |
| Schubert & Co | 3 | $50 | 0.00% | +3 | New |
| JFS Wealth Advisors, LLC | 4 | $66 | 0.00% | +4 | New |
| Bell Investment Advisors, Inc | 32 | $528 | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 33 | $544 | 0.00% | −353−91.5% | Reduced |
| Lindbrook Capital, LLC | 40 | $659 | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 43 | $709 | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 51 | $840 | 0.00% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 51 | $843 | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 54 | $1.00K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 63 | $1.04K | 0.00% | +63 | New |
| Bogart Wealth, LLC | 97 | $1.60K | 0.00% | +97 | New |
| Sandy Spring Bank | 100 | $1.65K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 104 | $1.71K | 0.00% | +104 | New |
| CWM, LLC | 100 | $2.00K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 150 | $2.47K | 0.00% | −135−47.4% | Reduced |
| Disciplined Investments, LLC | 162 | $2.67K | 0.00% | +1+0.6% | Added |
| Global Retirement Partners, LLC | 177 | $3.30K | 0.00% | +41+30.1% | Added |
| IFP Advisors, Inc | 190 | $3.50K | 0.00% | −409−68.3% | Reduced |
| Baystate Wealth Management LLC | 220 | $3.62K | 0.00% | +220 | New |
| International Assets Investment Management, LLC | 221 | $3.64K | 0.00% | +221 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 225 | $3.71K | 0.00% | +225 | New |
| Raleigh Capital Management Inc. | 237 | $3.90K | 0.00% | +237 | New |
| Manchester Capital Management LLC | 254 | $4.18K | 0.00% | +31+13.9% | Added |
| Private Trust Co NA | 352 | $5.80K | 0.00% | −126−26.4% | Reduced |
| US Bancorp | 385 | $6.34K | 0.00% | +150+63.8% | Added |
| Allworth Financial LP | 537 | $8.85K | 0.00% | +537 | New |
| Spire Wealth Management | 630 | $10.4K | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 650 | $11.0K | 0.01% | 00.0% | Unchanged |
| First Manhattan Co | 775 | $12.8K | 0.00% | +775 | New |
| Carolina Wealth Advisors, LLC | 800 | $13.2K | 0.01% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 925 | $15.2K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 932 | $15.4K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 1,000 | $16.5K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 1,000 | $16.5K | 0.00% | +1,000 | New |
| Advisory Services Network, LLC | 1,110 | $18.3K | 0.00% | −10−0.9% | Reduced |
| Point72 Middle East FZE | 1,250 | $20.6K | 0.00% | −1,346−51.8% | Reduced |
| SRS Capital Advisors, Inc. | 1,426 | $23.5K | 0.00% | +65+4.8% | Added |
| FMR LLC | 1,546 | $25.5K | 0.00% | +499+47.7% | Added |
| Northwestern Mutual Wealth Management Co | 1,600 | $26.4K | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 1,624 | $26.7K | 0.00% | −19,882−92.4% | Reduced |
| Tower Research Capital LLC (TRC) | 1,783 | $29.0K | 0.00% | −938−34.5% | Reduced |
| Steward Partners Investment Advisory, LLC | 1,800 | $29.6K | 0.00% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 1,852 | $30.5K | 0.00% | +87+4.9% | Added |
| Newton One Investments LLC | 2,000 | $32.9K | 0.02% | 00.0% | Unchanged |
| Walleye Trading LLC | 2,151 | $35.4K | 0.00% | +2,151 | New |
| Point72 Asset Management, L.P. | 2,212 | $36.4K | 0.00% | +2,212 | New |
| Proequities, Inc. | 2,358 | $38.8K | 0.00% | +68+3.0% | Added |
| KB Financial Partners, LLC | 3,022 | $50.0K | 0.01% | 00.0% | Unchanged |
| Great West Life Assurance Co | 3,098 | $51.0K | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 3,466 | $57.0K | 0.00% | +3,466 | New |
| Metropolitan Life Insurance Co | 3,630 | $59.8K | 0.00% | −503−12.2% | Reduced |
| Ridgewood Investments LLC | 4,418 | $72.8K | 0.04% | +4,418 | New |
| Dark Forest Capital Management LP | 4,716 | $77.7K | 0.02% | +4,716 | New |
| Ameritas Investment Partners, Inc. | 5,073 | $83.6K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 5,397 | $88.9K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 6,888 | $113.4K | 0.02% | +1,853+36.8% | Added |
| Parallel Advisors, LLC | 8,382 | $138.1K | 0.00% | −18−0.2% | Reduced |
| Amalgamated Bank | 8,882 | $146.0K | 0.00% | −1,399−13.6% | Reduced |
| Schonfeld Strategic Advisors LLC | 10,300 | $169.6K | 0.00% | −20,200−66.2% | Reduced |
| Prudential Financial Inc | 10,582 | $174.3K | 0.00% | −716−6.3% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 10,637 | $175.0K | 0.00% | +10,637 | New |
| Benin Management CORP | 11,620 | $191.4K | 0.07% | −200−1.7% | Reduced |
| Cetera Investment Advisers | 11,965 | $197.1K | 0.00% | −153−1.3% | Reduced |
| HSBC Holdings PLC | 12,083 | $197.1K | 0.00% | +12,083 | New |
| Verdence Capital Advisors LLC | 12,406 | $204.3K | 0.02% | −2,059−14.2% | Reduced |
| M&T Bank Corp | 12,470 | $205.8K | 0.00% | −1,080−8.0% | Reduced |
| Diligent Investors, LLC | 12,798 | $210.8K | 0.07% | +50.0% | Added |
| Janney Montgomery Scott LLC | 13,310 | $219.0K | 0.00% | 00.0% | Unchanged |
| Raymond James & Associates | 13,453 | $221.6K | 0.00% | −289−2.1% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 13,685 | $225.4K | 0.00% | +3,229+30.9% | Added |
| First Bank & Trust | 14,014 | $230.8K | 0.06% | −748−5.1% | Reduced |
| Panagora Asset Management Inc | 14,657 | $241.4K | 0.00% | +14,657 | New |
| PEAK6 Investments LLC | 15,046 | $247.8K | 0.02% | +15,046 | New |
| Baird Financial Group, Inc. | 15,458 | $254.6K | 0.00% | −3,092−16.7% | Reduced |
| MML Investors Services, LLC | 16,313 | $269.0K | 0.00% | −1,987−10.9% | Reduced |
| Mariner, LLC | 16,617 | $274.0K | 0.00% | −1,527−8.4% | Reduced |
| Victory Capital Management Inc | 16,726 | $275.5K | 0.00% | −6,170−26.9% | Reduced |
| Public Employees Retirement Association of Colorado | 17,495 | $288.0K | 0.00% | 00.0% | Unchanged |
| Balyasny Asset Management LLC | 17,656 | $290.8K | 0.00% | −44,218−71.5% | Reduced |
| Personal Cfo Solutions, LLC | 17,708 | $291.6K | 0.06% | −1,577−8.2% | Reduced |
| HighTower Advisors, LLC | 17,984 | $295.0K | 0.00% | +877+5.1% | Added |
| Colony Group LLC | 18,066 | $298.0K | 0.00% | −3,252−15.3% | Reduced |
| Cerity Partners LLC | 18,148 | $298.9K | 0.00% | +35+0.2% | Added |
| Arizona State Retirement System | 18,732 | $308.5K | 0.00% | +490+2.7% | Added |
| GWM Advisors LLC | 19,681 | $324.1K | 0.00% | −24,498−55.5% | Reduced |
| Twinbeech Capital LP | 20,745 | $341.7K | 0.01% | −1,489−6.7% | Reduced |
| Truist Financial Corp | 21,221 | $349.5K | 0.00% | +3,754+21.5% | Added |
| XTX Topco Ltd | 21,563 | $355.1K | 0.07% | +4,732+28.1% | Added |
| DFPG Investments, LLC | 22,905 | $377.2K | 0.04% | +2,297+11.1% | Added |
| Keybank National Association | 23,563 | $388.1K | 0.00% | +842+3.7% | Added |
| Legacy Wealth Asset Management, LLC | 23,592 | $388.6K | 0.14% | −515−2.1% | Reduced |
| Cipher Capital LP | 23,692 | $390.2K | 0.07% | +23,692 | New |
| Manufacturers Life Insurance Company, The | 25,150 | $414.2K | 0.00% | +135+0.5% | Added |
| Beacon Investment Advisors LLC | 25,151 | $414.2K | 0.30% | −59−0.2% | Reduced |
| Centiva Capital, LP | 25,428 | $418.8K | 0.02% | +25,428 | New |
| Voya Investment Management LLC | 25,580 | $421.3K | 0.00% | 00.0% | Unchanged |
| Quantbot Technologies LP | 26,518 | $436.8K | 0.03% | +26,518 | New |