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 $594.0M in total; Maverick Capital is the only superinvestor holding it.
13F holders, Q3 2023
Institutional positions in Utz Brands, Inc. as of Sep 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
- 190
- +3 vs. Q2 2023
- Shares held
- 70.2M
- +2.30M (+3.4%) vs. Q2 2023
- Total value
- $943.3M
- −$164.9M (−14.9%) vs. Q2 2023
- New holders
- 26
- 84 more added
- Sold out
- 23
- 50 more reduced
1 institution that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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 | $594.0M |
| Q1 2026 | 226 | $590.9M |
| Q4 2025 | 230 | $785.9M |
| Q3 2025 | 239 | $1.05B |
| Q2 2025 | 238 | $1.02B |
| Q1 2025 | 239 | $1.06B |
| Q4 2024 | 224 | $1.24B |
| Q3 2024 | 213 | $1.45B |
| Q2 2024 | 217 | $1.31B |
| Q1 2024 | 199 | $1.46B |
| Q4 2023 | 204 | $1.24B |
| Q3 2023 | 190 | $943.3M |
| Q2 2023 | 188 | $1.11B |
| Q1 2023 | 198 | $1.10B |
| Q4 2022 | 180 | $1.01B |
| Q3 2022 | 178 | $994.1M |
| Q2 2022 | 161 | $873.3M |
| Q1 2022 | 175 | $924.6M |
| Q4 2021 | 147 | $964.3M |
| Q3 2021 | 135 | $1.00B |
| Q2 2021 | 153 | $1.23B |
| Q1 2021 | 129 | $1.33B |
Institutions, Q3 2023
Shares, value and share of portfolio for each institution holding Utz Brands, Inc.; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 6,757,442 | $90.8M | 0.00% | +10,173+0.2% | Added |
| Champlain Investment Partners, LLC | 5,940,140 | $79.8M | 0.52% | +24,040+0.4% | Added |
| JPMorgan Chase & Co | 5,437,812 | $73.0M | 0.01% | +99,996+1.9% | Added |
| BlackRock Inc. | 4,942,086 | $66.4M | 0.00% | +73,185+1.5% | Added |
| Neuberger Berman Group LLC | 4,764,575 | $64.0M | 0.06% | −118,091−2.4% | Reduced |
| T. Rowe Price Investment Management, Inc. | 4,352,059 | $58.4M | 0.04% | −1,1480.0% | Reduced |
| DF Dent & Co Inc | 4,011,200 | $53.9M | 0.79% | +830,067+26.1% | Added |
| Bamco Inc | 3,250,000 | $43.6M | 0.13% | 00.0% | Unchanged |
| Goldman Sachs Group Inc | 2,960,518 | $39.8M | 0.01% | −329,388−10.0% | Reduced |
| Copeland Capital Management, LLC | 2,752,865 | $37.0M | 0.79% | +363,098+15.2% | Added |
| Jennison Associates LLC | 1,643,723 | $22.1M | 0.02% | −165,727−9.2% | Reduced |
| State Street Corp | 1,473,702 | $19.9M | 0.00% | +39,326+2.7% | Added |
| Geode Capital Management, LLC | 1,404,545 | $18.9M | 0.00% | +63,662+4.7% | Added |
| Ameriprise Financial Inc | 1,250,827 | $16.8M | 0.01% | +184,485+17.3% | Added |
| GW&K Investment Management, LLC | 1,166,899 | $15.7M | 0.16% | +9,021+0.8% | Added |
| Dimensional Fund Advisors LP | 961,936 | $12.9M | 0.00% | +285,907+42.3% | Added |
| Emerald Advisers, LLC | 929,896 | $12.5M | 0.60% | +126,948+15.8% | Added |
| Northern Trust Corp | 889,034 | $11.9M | 0.00% | +62,926+7.6% | Added |
| Clearbridge Investments, LLC | 849,080 | $11.4M | 0.01% | −23,571−2.7% | Reduced |
| Advisors Capital Management, LLC | 837,521 | $11.2M | 0.29% | +29,432+3.6% | Added |
| Emerald Mutual Fund Advisers Trust | 752,119 | $10.1M | 0.61% | +95,243+14.5% | Added |
| Envestnet Asset Management Inc | 710,165 | $9.54M | 0.00% | +297,395+72.0% | Added |
| Rockefeller Capital Management L.P. | 687,480 | $9.23M | 0.04% | −331,957−32.6% | Reduced |
| Millennium Management LLC | 661,078 | $8.88M | 0.01% | +661,078 | New |
| UBS Group AG | 594,643 | $7.99M | 0.00% | +191,441+47.5% | Added |
| Morgan Stanley | 561,711 | $7.54M | 0.00% | +185,723+49.4% | Added |
| Charles Schwab Investment Management Inc | 533,635 | $7.17M | 0.00% | +23,109+4.5% | Added |
| Davenport & Co LLC | 484,490 | $6.51M | 0.05% | −22,666−4.5% | Reduced |
| Gratus Capital LLC | 481,615 | $6.47M | 0.44% | +481,615 | New |
| Renaissance Technologies LLC | 473,400 | $6.36M | 0.01% | +181,599+62.2% | Added |
| First Eagle Investment Management, LLC | 409,027 | $5.49M | 0.01% | +200,850+96.5% | Added |
| Bank of New York Mellon Corp | 389,397 | $5.23M | 0.00% | +3,315+0.9% | Added |
| Royal Bank of Canada | 373,233 | $5.01M | 0.00% | +135,537+57.0% | Added |
| Barclays PLC | 365,124 | $4.90M | 0.00% | +85,953+30.8% | Added |
| Pathstone Family Office, LLC | 300,466 | $4.04M | 0.03% | +888+0.3% | Added |
| Bank of America Corp | 272,239 | $3.66M | 0.00% | −6,224−2.2% | Reduced |
| State of Wisconsin Investment Board | 272,175 | $3.66M | 0.01% | −18,839−6.5% | Reduced |
| Ami Asset Management Corp | 219,546 | $2.95M | 0.18% | −8,838−3.9% | Reduced |
| Select Asset Management & Trust | 193,038 | $2.59M | 1.51% | 00.0% | Unchanged |
| SEI Investments Co | 174,449 | $2.34M | 0.00% | +9,497+5.8% | Added |
| Nuveen Asset Management, LLC | 173,989 | $2.34M | 0.00% | −1,384−0.8% | Reduced |
| State of New Jersey Common Pension Fund D | 162,444 | $2.18M | 0.01% | +16,801+11.5% | Added |
| Swiss National Bank | 151,500 | $2.03M | 0.00% | +1,600+1.1% | Added |
| Bahl & Gaynor Inc | 145,853 | $1.96M | 0.01% | +340+0.2% | Added |
| Stifel Financial Corp | 137,448 | $1.85M | 0.00% | +17,762+14.8% | Added |
| TD Asset Management Inc | 119,886 | $1.61M | 0.00% | 00.0% | Unchanged |
| Natixis Advisors, L.P. | 111,859 | $1.50M | 0.00% | +2,666+2.4% | Added |
| Brinker Capital Investments, LLC | 111,362 | $1.50M | 0.02% | −9,126−7.6% | Reduced |
| Orion Portfolio Solutions, LLC | 111,362 | $1.50M | 0.02% | −9,126−7.6% | Reduced |
| First Trust Advisors LP | 110,908 | $1.49M | 0.00% | −36,470−24.7% | Reduced |
| Advisor Group Holdings, Inc. | 104,619 | $1.41M | 0.00% | +31,551+43.2% | Added |
| Alpine Global Management, LLC | 104,000 | $1.40M | 0.17% | +104,000 | New |
| Tudor Investment Corp Et Al | 103,825 | $1.39M | 0.02% | +25,632+32.8% | Added |
| Marshall Wace, LLP | 103,764 | $1.39M | 0.00% | −165,333−61.4% | Reduced |
| UBS Asset Management Americas Inc | 98,422 | $1.32M | 0.00% | +14,452+17.2% | Added |
| Rhumbline Advisers | 94,210 | $1.27M | 0.00% | +1,767+1.9% | Added |
| Invesco Ltd. | 91,243 | $1.23M | 0.00% | −179,583−66.3% | Reduced |
| Citadel Advisors LLC | 86,241 | $1.16M | 0.00% | +69,954+429.5% | Added |
| Bessemer Group Inc | 84,161 | $1.13M | 0.00% | +28,079+50.1% | Added |
| Wells Fargo & Company | 83,247 | $1.12M | 0.00% | −12,279−12.9% | Reduced |
| ExodusPoint Capital Management, LP | 79,252 | $1.06M | 0.01% | +79,252 | New |
| California State Teachers Retirement System | 76,844 | $1.03M | 0.00% | −7,716−9.1% | Reduced |
| Credit Suisse AG | 62,171 | $1.02M | 0.00% | −5,749−8.5% | Reduced |
| Oliver Luxxe Assets LLC | 63,512 | $853.0K | 0.22% | +34,820+121.4% | Added |
| Jackson Creek Investment Advisors LLC | 63,466 | $852.0K | 0.36% | +63,466 | New |
| Alliancebernstein L.P. | 63,300 | $850.1K | 0.00% | 00.0% | Unchanged |
| Legal & General Group Plc | 62,333 | $837.1K | 0.00% | +5,863+10.4% | Added |
| Verition Fund Management LLC | 61,584 | $827.1K | 0.01% | +61,584 | New |
| Zacks Investment Management | 61,405 | $824.7K | 0.01% | +378+0.6% | Added |
| King Luther Capital Management Corp | 59,065 | $793.2K | 0.00% | −42,030−41.6% | Reduced |
| Group One Trading, L.P. | 57,527 | $772.6K | 0.03% | 00.0% | Unchanged |
| Raymond James Financial Services Advisors, Inc. | 51,183 | $687.4K | 0.00% | +1,918+3.9% | Added |
| Oppenheimer Asset Management Inc. | 49,380 | $663.2K | 0.01% | −87−0.2% | Reduced |
| Outfitter Financial LLC | 49,245 | $661.4K | 0.62% | +1,000+2.1% | Added |
| Russell Investments Group, Ltd. | 49,027 | $658.4K | 0.00% | −2,707−5.2% | Reduced |
| Ensign Peak Advisors, Inc | 48,220 | $647.6K | 0.00% | 00.0% | Unchanged |
| TownSquare Capital, LLC | 42,609 | $572.2K | 0.01% | −16,855−28.3% | Reduced |
| Captrust Financial Advisors | 42,601 | $572.1K | 0.00% | +4,023+10.4% | Added |
| Price T Rowe Associates Inc | 42,580 | $572.0K | 0.00% | +3,491+8.9% | Added |
| Squarepoint Ops LLC | 41,658 | $559.5K | 0.00% | +41,658 | New |
| Capital Impact Advisors, LLC | 40,502 | $543.9K | 0.91% | 00.0% | Unchanged |
| Deutsche Bank AG | 40,122 | $538.8K | 0.00% | −84,074−67.7% | Reduced |
| MetLife Investment Management | 39,064 | $524.6K | 0.00% | 00.0% | Unchanged |
| Diversified Trust Co | 38,455 | $516.5K | 0.02% | +2,216+6.1% | Added |
| American International Group, Inc. | 35,957 | $482.9K | 0.00% | +1,279+3.7% | Added |
| Franklin Resources Inc | 34,903 | $468.7K | 0.00% | 00.0% | Unchanged |
| LPL Financial LLC | 34,713 | $466.2K | 0.00% | +4,772+15.9% | Added |
| Manufacturers Life Insurance Company, The | 33,769 | $453.5K | 0.00% | +5,513+19.5% | Added |
| HRT Financial LP | 32,700 | $439.0K | 0.00% | +32,700 | New |
| Mirae Asset Global Investments Co., Ltd. | 31,774 | $426.7K | 0.00% | +3,468+12.3% | Added |
| Dark Forest Capital Management LP | 30,076 | $403.9K | 0.03% | +6,995+30.3% | Added |
| Susquehanna International Group, LLP | 29,876 | $401.2K | 0.00% | −21,441−41.8% | Reduced |
| Voya Investment Management LLC | 29,236 | $392.6K | 0.00% | +490+1.7% | Added |
| Snowden Capital Advisors LLC | 28,568 | $383.7K | 0.02% | +1,092+4.0% | Added |
| Janus Henderson Group PLC | 27,894 | $374.3K | 0.00% | −10.0% | Reduced |
| New York State Common Retirement Fund | 27,753 | $372.7K | 0.00% | +224+0.8% | Added |
| Cary Street Partner Investment Advisory LLC | 26,060 | $350.0K | 0.02% | −24,600−48.6% | Reduced |
| Truist Financial Corp | 24,661 | $331.2K | 0.00% | +169+0.7% | Added |
| Beacon Investment Advisors LLC | 24,349 | $327.0K | 0.23% | −580−2.3% | Reduced |
| Legacy Wealth Asset Management, LLC | 23,186 | $311.4K | 0.11% | −156−0.7% | Reduced |