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, Q2 2023
Institutional positions in Utz Brands, Inc. as of Jun 30, 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
- 188
- −10 vs. Q1 2023
- Shares held
- 67.9M
- +1.19M (+1.8%) vs. Q1 2023
- Total value
- $1.11B
- +$8.88M (+0.8%) vs. Q1 2023
- New holders
- 20
- 85 more added
- Sold out
- 30
- 46 more reduced
Compare with Q1 2023: 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, Q2 2023
Shares, value and share of portfolio for each institution holding Utz Brands, Inc.; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| LPL Financial LLC | 29,941 | $489.8K | 0.00% | +1,098+3.8% | Added |
| American International Group, Inc. | 34,678 | $567.3K | 0.00% | +2,957+9.3% | Added |
| Franklin Resources Inc | 34,903 | $571.0K | 0.00% | +34,903 | New |
| Diversified Trust Co | 36,239 | $592.9K | 0.02% | +2,564+7.6% | Added |
| Captrust Financial Advisors | 38,578 | $631.1K | 0.00% | +38,578 | New |
| MetLife Investment Management | 39,064 | $639.1K | 0.00% | +3,052+8.5% | Added |
| Price T Rowe Associates Inc | 39,089 | $640.0K | 0.00% | +5,935+17.9% | Added |
| Capital Impact Advisors, LLC | 40,502 | $662.6K | 0.73% | 00.0% | Unchanged |
| Landscape Capital Management, L.L.C. | 47,604 | $778.8K | 0.10% | −18,820−28.3% | Reduced |
| Ensign Peak Advisors, Inc | 48,220 | $788.9K | 0.00% | 00.0% | Unchanged |
| Outfitter Financial LLC | 48,245 | $789.3K | 0.71% | +1,800+3.9% | Added |
| Raymond James Financial Services Advisors, Inc. | 49,265 | $806.0K | 0.00% | +7,653+18.4% | Added |
| Oppenheimer Asset Management Inc. | 49,467 | $809.3K | 0.01% | +3,585+7.8% | Added |
| Cary Street Partner Investment Advisory LLC | 50,660 | $828.8K | 0.05% | +120+0.2% | Added |
| Susquehanna International Group, LLP | 51,317 | $839.5K | 0.00% | −7,519−12.8% | Reduced |
| Two Sigma Investments, LP | 51,618 | $844.5K | 0.00% | +51,618 | New |
| Russell Investments Group, Ltd. | 51,734 | $846.4K | 0.00% | +11,895+29.9% | Added |
| Guggenheim Capital LLC | 51,811 | $847.6K | 0.01% | −723−1.4% | Reduced |
| Jane Street Group, LLC | 53,352 | $872.8K | 0.00% | −38,555−42.0% | Reduced |
| Bessemer Group Inc | 56,082 | $918.0K | 0.00% | +56,082 | New |
| Legal & General Group Plc | 56,470 | $923.8K | 0.00% | +29,655+110.6% | Added |
| Group One Trading, L.P. | 57,527 | $941.1K | 0.04% | +2,434+4.4% | Added |
| TownSquare Capital, LLC | 59,464 | $972.8K | 0.02% | +467+0.8% | Added |
| Zacks Investment Management | 61,027 | $998.4K | 0.01% | −3,157−4.9% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 62,912 | $1.03M | 0.00% | 00.0% | Unchanged |
| Alliancebernstein L.P. | 63,300 | $1.04M | 0.00% | 00.0% | Unchanged |
| Credit Suisse AG | 67,920 | $1.11M | 0.00% | +11,447+20.3% | Added |
| Advisor Group Holdings, Inc. | 73,068 | $1.19M | 0.00% | −6,856−8.6% | Reduced |
| Tudor Investment Corp Et Al | 78,193 | $1.28M | 0.02% | −55,367−41.5% | Reduced |
| UBS Asset Management Americas Inc | 83,970 | $1.38M | 0.00% | 00.0% | Unchanged |
| California State Teachers Retirement System | 84,560 | $1.38M | 0.00% | +3,330+4.1% | Added |
| State of Tennessee, Treasury Department | 88,995 | $1.46M | 0.01% | 00.0% | Unchanged |
| Rhumbline Advisers | 92,443 | $1.51M | 0.00% | +5,777+6.7% | Added |
| Wells Fargo & Company | 95,526 | $1.56M | 0.00% | +6,950+7.8% | Added |
| King Luther Capital Management Corp | 101,095 | $1.65M | 0.01% | −144,316−58.8% | Reduced |
| Natixis Advisors, L.P. | 109,193 | $1.79M | 0.01% | +275+0.3% | Added |
| Stifel Financial Corp | 119,686 | $1.96M | 0.00% | +9,704+8.8% | Added |
| TD Asset Management Inc | 119,886 | $1.96M | 0.00% | −11,224−8.6% | Reduced |
| Brinker Capital Investments, LLC | 120,488 | $1.97M | 0.02% | −8,562−6.6% | Reduced |
| Orion Portfolio Solutions, LLC | 120,488 | $1.97M | 0.02% | −8,562−6.6% | Reduced |
| Deutsche Bank AG | 124,196 | $2.03M | 0.00% | −7,708−5.8% | Reduced |
| Bahl & Gaynor Inc | 145,513 | $2.38M | 0.01% | +1,083+0.7% | Added |
| State of New Jersey Common Pension Fund D | 145,643 | $2.38M | 0.01% | +145,643 | New |
| First Trust Advisors LP | 147,378 | $2.41M | 0.00% | −57,375−28.0% | Reduced |
| Swiss National Bank | 149,900 | $2.45M | 0.00% | +10,400+7.5% | Added |
| SEI Investments Co | 164,952 | $2.70M | 0.00% | +7,924+5.0% | Added |
| Nuveen Asset Management, LLC | 175,373 | $2.87M | 0.00% | −182,284−51.0% | Reduced |
| Select Asset Management & Trust | 193,038 | $3.16M | 1.93% | 00.0% | Unchanged |
| First Eagle Investment Management, LLC | 208,177 | $3.41M | 0.01% | +42,535+25.7% | Added |
| Ami Asset Management Corp | 228,384 | $3.74M | 0.22% | +9,956+4.6% | Added |
| Royal Bank of Canada | 237,696 | $3.89M | 0.00% | +12,062+5.3% | Added |
| Marshall Wace, LLP | 269,097 | $4.40M | 0.01% | +75,881+39.3% | Added |
| Invesco Ltd. | 270,826 | $4.43M | 0.00% | +33,877+14.3% | Added |
| Bank of America Corp | 278,463 | $4.56M | 0.00% | −57,863−17.2% | Reduced |
| Barclays PLC | 279,171 | $4.57M | 0.00% | +244,654+708.8% | Added |
| State of Wisconsin Investment Board | 291,014 | $4.76M | 0.01% | −5,407−1.8% | Reduced |
| Renaissance Technologies LLC | 291,801 | $4.77M | 0.01% | +51,501+21.4% | Added |
| Pathstone Family Office, LLC | 299,578 | $4.90M | 0.07% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 352,708 | $5.77M | 0.01% | +5,839+1.7% | Added |
| Morgan Stanley | 375,988 | $6.15M | 0.00% | −323,280−46.2% | Reduced |
| Bank of New York Mellon Corp | 386,082 | $6.32M | 0.00% | +12,232+3.3% | Added |
| UBS Group AG | 403,202 | $6.60M | 0.00% | +39,992+11.0% | Added |
| Envestnet Asset Management Inc | 412,770 | $6.75M | 0.00% | +6,672+1.6% | Added |
| Davenport & Co LLC | 507,156 | $8.30M | 0.06% | +15,909+3.2% | Added |
| Charles Schwab Investment Management Inc | 510,526 | $8.35M | 0.00% | +21,598+4.4% | Added |
| Emerald Mutual Fund Advisers Trust | 656,876 | $10.7M | 0.58% | +265,212+67.7% | Added |
| Dimensional Fund Advisors LP | 676,029 | $11.1M | 0.00% | +199,954+42.0% | Added |
| Engle Capital Management, L.P. | 700,000 | $11.5M | 3.54% | −466,000−40.0% | Reduced |
| Emerald Advisers, LLC | 802,948 | $13.1M | 0.57% | +173,508+27.6% | Added |
| Advisors Capital Management, LLC | 808,089 | $13.2M | 0.32% | +58,342+7.8% | Added |
| Northern Trust Corp | 826,108 | $13.5M | 0.00% | +83,955+11.3% | Added |
| Clearbridge Investments, LLC | 872,651 | $14.3M | 0.01% | +6,727+0.8% | Added |
| Rockefeller Capital Management L.P. | 1,019,437 | $16.7M | 0.06% | −27,876−2.7% | Reduced |
| Ameriprise Financial Inc | 1,066,342 | $17.4M | 0.01% | −28,414−2.6% | Reduced |
| GW&K Investment Management, LLC | 1,157,878 | $18.9M | 0.18% | +1,157,878 | New |
| Geode Capital Management, LLC | 1,340,883 | $21.9M | 0.00% | +102,181+8.2% | Added |
| State Street Corp | 1,434,376 | $23.5M | 0.00% | +86,176+6.4% | Added |
| Jennison Associates LLC | 1,809,450 | $29.6M | 0.02% | +2,947+0.2% | Added |
| Copeland Capital Management, LLC | 2,389,767 | $39.1M | 0.81% | +21,769+0.9% | Added |
| DF Dent & Co Inc | 3,181,133 | $52.0M | 0.70% | −58,619−1.8% | Reduced |
| Bamco Inc | 3,250,000 | $53.2M | 0.15% | 00.0% | Unchanged |
| Goldman Sachs Group Inc | 3,289,906 | $53.8M | 0.01% | +99,268+3.1% | Added |
| T. Rowe Price Investment Management, Inc. | 4,353,207 | $71.2M | 0.05% | −132,584−3.0% | Reduced |
| BlackRock Inc. | 4,868,901 | $79.7M | 0.00% | +610,455+14.3% | Added |
| Neuberger Berman Group LLC | 4,882,666 | $79.9M | 0.07% | +342,212+7.5% | Added |
| JPMorgan Chase & Co | 5,337,816 | $87.3M | 0.01% | +170,050+3.3% | Added |
| Champlain Investment Partners, LLC | 5,916,100 | $96.8M | 0.60% | +201,995+3.5% | Added |
| Vanguard Group Inc | 6,747,269 | $110.4M | 0.00% | +14,838+0.2% | Added |
| AdvisorNet Financial, Inc | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Driehaus Capital Management LLC | 0 | $0 | 0.00% | −324,958−100.0% | Sold out |
| Millennium Management LLC | 0 | $0 | 0.00% | −261,680−100.0% | Sold out |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −92,667−100.0% | Sold out |
| CM Wealth Advisors LLC | 0 | $0 | 0.00% | −60,193−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −46,463−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −38,037−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −31,790−100.0% | Sold out |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −27,799−100.0% | Sold out |
| SG Americas Securities, LLC | 0 | $0 | 0.00% | −27,291−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −26,518−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −25,428−100.0% | Sold out |