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 |
|---|---|---|---|---|---|
| Legal & General Group Plc | 26,815 | $441.6K | 0.00% | +1,601+6.3% | Added |
| Oliver Luxxe Assets LLC | 27,170 | $447.5K | 0.12% | +27,170 | New |
| SG Americas Securities, LLC | 27,291 | $449.0K | 0.01% | +20,736+316.3% | Added |
| Occudo Quantitative Strategies LP | 27,799 | $457.9K | 0.04% | +1,635+6.2% | Added |
| Janus Henderson Group PLC | 27,959 | $460.6K | 0.00% | +15,471+123.9% | Added |
| Mirae Asset Global Investments Co., Ltd. | 28,306 | $466.2K | 0.00% | 00.0% | Unchanged |
| LPL Financial LLC | 28,843 | $475.0K | 0.00% | −1,202−4.0% | Reduced |
| Snowden Capital Advisors LLC | 31,194 | $513.8K | 0.02% | −1,531−4.7% | Reduced |
| American International Group, Inc. | 31,721 | $522.4K | 0.00% | +632+2.0% | Added |
| HRT Financial LP | 31,790 | $523.0K | 0.01% | +31,790 | New |
| Price T Rowe Associates Inc | 33,154 | $547.0K | 0.00% | +4,150+14.3% | Added |
| Diversified Trust Co | 33,675 | $554.6K | 0.02% | +2,050+6.5% | Added |
| Barclays PLC | 34,517 | $568.5K | 0.00% | +16,869+95.6% | Added |
| New York State Common Retirement Fund | 34,977 | $576.1K | 0.00% | −15,800−31.1% | Reduced |
| MetLife Investment Management | 36,012 | $593.1K | 0.00% | 00.0% | Unchanged |
| Dynamic Technology Lab Private Ltd | 38,037 | $627.0K | 0.06% | +38,037 | New |
| Russell Investments Group, Ltd. | 39,839 | $656.1K | 0.00% | −4,977−11.1% | Reduced |
| Capital Impact Advisors, LLC | 40,502 | $667.1K | 0.82% | 00.0% | Unchanged |
| Raymond James Financial Services Advisors, Inc. | 41,612 | $685.3K | 0.00% | −861−2.0% | Reduced |
| Oppenheimer Asset Management Inc. | 45,882 | $755.7K | 0.01% | +12,129+35.9% | Added |
| Outfitter Financial LLC | 46,445 | $764.9K | 0.69% | −400−0.9% | Reduced |
| Trexquant Investment LP | 46,463 | $765.2K | 0.02% | +46,463 | New |
| Ensign Peak Advisors, Inc | 48,220 | $794.2K | 0.00% | +6,000+14.2% | Added |
| Cary Street Partner Investment Advisory LLC | 50,540 | $832.4K | 0.06% | 00.0% | Unchanged |
| Guggenheim Capital LLC | 52,534 | $865.2K | 0.01% | −57−0.1% | Reduced |
| Group One Trading, L.P. | 55,093 | $907.4K | 0.04% | −5,208−8.6% | Reduced |
| Credit Suisse AG | 56,473 | $930.1K | 0.00% | +3,117+5.8% | Added |
| Susquehanna International Group, LLP | 58,836 | $969.0K | 0.00% | +58,836 | New |
| TownSquare Capital, LLC | 58,997 | $971.7K | 0.02% | +1,309+2.3% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 62,912 | $1.04M | 0.00% | 00.0% | Unchanged |
| Alliancebernstein L.P. | 63,300 | $1.04M | 0.00% | 00.0% | Unchanged |
| Zacks Investment Management | 64,184 | $1.06M | 0.01% | +64,184 | New |
| Landscape Capital Management, L.L.C. | 66,424 | $1.09M | 0.15% | +66,424 | New |
| CM Wealth Advisors LLC | 60,193 | $1.11M | 0.21% | +60,193 | New |
| Advisor Group Holdings, Inc. | 79,924 | $1.32M | 0.00% | +885+1.1% | Added |
| California State Teachers Retirement System | 81,230 | $1.34M | 0.00% | −1,262−1.5% | Reduced |
| UBS Asset Management Americas Inc | 83,970 | $1.38M | 0.00% | +13,581+19.3% | Added |
| Rhumbline Advisers | 86,666 | $1.43M | 0.00% | +2,868+3.4% | Added |
| Wells Fargo & Company | 88,576 | $1.46M | 0.00% | +15,553+21.3% | Added |
| State of Tennessee, Treasury Department | 88,995 | $1.47M | 0.01% | −5,810−6.1% | Reduced |
| Jane Street Group, LLC | 91,907 | $1.51M | 0.00% | +34,799+60.9% | Added |
| Verition Fund Management LLC | 92,667 | $1.53M | 0.02% | +92,667 | New |
| Natixis Advisors, L.P. | 108,918 | $1.79M | 0.01% | −3,197−2.9% | Reduced |
| Stifel Financial Corp | 109,982 | $1.81M | 0.00% | +3,592+3.4% | Added |
| Brinker Capital Investments, LLC | 129,050 | $2.13M | 0.03% | −13,501−9.5% | Reduced |
| Orion Portfolio Solutions, LLC | 129,050 | $2.13M | 0.03% | +129,050 | New |
| TD Asset Management Inc | 131,110 | $2.16M | 0.00% | +9,000+7.4% | Added |
| Deutsche Bank AG | 131,904 | $2.17M | 0.00% | +22,457+20.5% | Added |
| Tudor Investment Corp Et Al | 133,560 | $2.20M | 0.04% | −72,294−35.1% | Reduced |
| Swiss National Bank | 139,500 | $2.30M | 0.00% | −16,600−10.6% | Reduced |
| Bahl & Gaynor Inc | 144,430 | $2.38M | 0.01% | +2,634+1.9% | Added |
| SEI Investments Co | 157,028 | $2.59M | 0.00% | +102,164+186.2% | Added |
| First Eagle Investment Management, LLC | 165,642 | $2.73M | 0.01% | −4,000−2.4% | Reduced |
| Select Asset Management & Trust | 193,038 | $3.18M | 2.80% | 00.0% | Unchanged |
| Marshall Wace, LLP | 193,216 | $3.18M | 0.01% | −65,274−25.3% | Reduced |
| Cubist Systematic Strategies, LLC | 202,061 | $3.33M | 0.03% | +109,037+117.2% | Added |
| First Trust Advisors LP | 204,753 | $3.37M | 0.00% | +203+0.1% | Added |
| Ami Asset Management Corp | 218,428 | $3.60M | 0.23% | +2,668+1.2% | Added |
| Royal Bank of Canada | 225,634 | $3.72M | 0.00% | −13,657−5.7% | Reduced |
| Invesco Ltd. | 236,949 | $3.90M | 0.00% | +149,025+169.5% | Added |
| Renaissance Technologies LLC | 240,300 | $3.96M | 0.01% | +21,200+9.7% | Added |
| King Luther Capital Management Corp | 245,411 | $4.04M | 0.02% | −18,230−6.9% | Reduced |
| Millennium Management LLC | 261,680 | $4.31M | 0.01% | +155,116+145.6% | Added |
| State of Wisconsin Investment Board | 296,421 | $4.88M | 0.01% | −35,140−10.6% | Reduced |
| Pathstone Family Office, LLC | 299,578 | $4.93M | 0.08% | +381+0.1% | Added |
| Driehaus Capital Management LLC | 324,958 | $5.35M | 0.08% | −452,421−58.2% | Reduced |
| Bank of America Corp | 336,326 | $5.54M | 0.00% | +8,982+2.7% | Added |
| Lazard Asset Management LLC | 346,869 | $5.71M | 0.01% | −1,215−0.3% | Reduced |
| Nuveen Asset Management, LLC | 357,657 | $5.89M | 0.00% | +4,380+1.2% | Added |
| UBS Group AG | 363,210 | $5.98M | 0.00% | +9,102+2.6% | Added |
| Bank of New York Mellon Corp | 373,850 | $6.16M | 0.00% | +941+0.3% | Added |
| Emerald Mutual Fund Advisers Trust | 391,664 | $6.45M | 0.38% | +70,000+21.8% | Added |
| Envestnet Asset Management Inc | 406,098 | $6.69M | 0.00% | +11,434+2.9% | Added |
| Dimensional Fund Advisors LP | 476,075 | $7.84M | 0.00% | +415,606+687.3% | Added |
| Charles Schwab Investment Management Inc | 488,928 | $8.05M | 0.00% | −1,875−0.4% | Reduced |
| Davenport & Co LLC | 491,247 | $8.09M | 0.06% | +51,596+11.7% | Added |
| Emerald Advisers, LLC | 629,440 | $10.4M | 0.50% | −15,844−2.5% | Reduced |
| Morgan Stanley | 699,268 | $11.5M | 0.00% | +304,168+77.0% | Added |
| Northern Trust Corp | 742,153 | $12.2M | 0.00% | +14,714+2.0% | Added |
| Advisors Capital Management, LLC | 749,747 | $12.3M | 0.32% | −928−0.1% | Reduced |
| Citadel Advisors LLC | 825,048 | $13.6M | 0.01% | +590,667+252.0% | Added |
| Clearbridge Investments, LLC | 865,924 | $14.3M | 0.01% | +16,113+1.9% | Added |
| Rockefeller Capital Management L.P. | 1,047,313 | $17.2M | 0.07% | +915,784+696.3% | Added |
| Ameriprise Financial Inc | 1,094,756 | $18.0M | 0.01% | +337,723+44.6% | Added |
| Engle Capital Management, L.P. | 1,166,000 | $19.2M | 6.30% | +580,000+99.0% | Added |
| Geode Capital Management, LLC | 1,238,702 | $20.4M | 0.00% | +40,155+3.4% | Added |
| State Street Corp | 1,348,200 | $22.2M | 0.00% | +25,255+1.9% | Added |
| Jennison Associates LLC | 1,806,503 | $29.8M | 0.03% | +98,622+5.8% | Added |
| Copeland Capital Management, LLC | 2,367,998 | $39.0M | 0.92% | +231,461+10.8% | Added |
| Goldman Sachs Group Inc | 3,190,638 | $52.5M | 0.01% | −220,169−6.5% | Reduced |
| DF Dent & Co Inc | 3,239,752 | $53.4M | 0.75% | +392,955+13.8% | Added |
| Bamco Inc | 3,250,000 | $53.5M | 0.16% | 00.0% | Unchanged |
| BlackRock Inc. | 4,258,446 | $70.1M | 0.00% | +29,703+0.7% | Added |
| T. Rowe Price Investment Management, Inc. | 4,485,791 | $73.9M | 0.05% | −1,093,527−19.6% | Reduced |
| Neuberger Berman Group LLC | 4,540,454 | $74.8M | 0.07% | +928,849+25.7% | Added |
| JPMorgan Chase & Co | 5,167,766 | $85.1M | 0.01% | +102,534+2.0% | Added |
| Champlain Investment Partners, LLC | 5,714,105 | $94.1M | 0.59% | +288,265+5.3% | Added |
| Vanguard Group Inc | 6,732,431 | $110.9M | 0.00% | −107,330−1.6% | Reduced |
| Scopus Asset Management, L.P. | 0 | $0 | 0.00% | −1,175,000−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −61,541−100.0% | Sold out |