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 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
- +2.24M (+3.3%) vs. Q2 2023
- Total value
- $942.6M
- −$165.6M (−14.9%) vs. Q2 2023
- New holders
- 26
- 84 more added
- Sold out
- 23
- 49 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 | $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 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 |
|---|---|---|---|---|---|
| Covestor Ltd | 8 | $0 | 0.00% | −1−11.1% | Reduced |
| Steward Financial Group LLC | 11 | $0 | 0.00% | +11 | New |
| SJS Investment Consulting Inc. | 4 | $54 | 0.00% | +1+33.3% | Added |
| JFS Wealth Advisors, LLC | 7 | $95 | 0.00% | +2+40.0% | Added |
| Glass Jacobson Investment Advisors llc | 20 | $269 | 0.00% | +20 | New |
| Central Trust Co | 43 | $578 | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 100 | $1.00K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 100 | $1.34K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 133 | $1.79K | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 161 | $2.16K | 0.00% | −23,030−99.3% | Reduced |
| Allworth Financial LP | 172 | $2.31K | 0.00% | −147−46.1% | Reduced |
| Huntington National Bank | 183 | $2.46K | 0.00% | +115+169.1% | Added |
| IFP Advisors, Inc | 190 | $2.55K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 208 | $2.70K | 0.00% | +31+17.5% | Added |
| Fifth Third Bancorp | 217 | $2.91K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 219 | $2.94K | 0.00% | +219 | New |
| NBC Securities, Inc. | 253 | $3.00K | 0.00% | +253 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 225 | $3.02K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 230 | $3.09K | 0.00% | +205+820.0% | Added |
| Highline Wealth Partners LLC | 280 | $3.76K | 0.00% | +280 | New |
| Raleigh Capital Management Inc. | 416 | $5.59K | 0.00% | +80+23.8% | Added |
| Private Trust Co NA | 532 | $7.14K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 549 | $7.37K | 0.00% | −94−14.6% | Reduced |
| Allspring Global Investments Holdings, LLC | 558 | $7.49K | 0.00% | −2,907−83.9% | Reduced |
| Spire Wealth Management | 630 | $8.46K | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 650 | $9.00K | 0.01% | 00.0% | Unchanged |
| US Bancorp | 671 | $9.02K | 0.00% | +537+400.7% | Added |
| First Manhattan Co | 775 | $10.4K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 800 | $10.7K | 0.00% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 800 | $10.7K | 0.01% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 920 | $12.4K | 0.00% | +920 | New |
| Salem Investment Counselors Inc | 1,000 | $13.5K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 1,000 | $16.4K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 1,270 | $17.1K | 0.00% | −14−1.1% | Reduced |
| Lazard Asset Management LLC | 1,450 | $19.0K | 0.00% | −351,258−99.6% | Reduced |
| Assetmark, Inc | 1,548 | $20.8K | 0.00% | +8+0.5% | Added |
| SRS Capital Advisors, Inc. | 1,573 | $21.1K | 0.00% | +5+0.3% | Added |
| Northwestern Mutual Wealth Management Co | 1,600 | $21.5K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 1,818 | $24.4K | 0.00% | −518−22.2% | Reduced |
| Newton One Investments LLC | 2,007 | $27.0K | 0.02% | +7+0.4% | Added |
| Proequities, Inc. | 2,066 | $27.9K | 0.00% | −62−2.9% | Reduced |
| State of Wyoming | 2,394 | $32.2K | 0.01% | +2,394 | New |
| Delta Asset Management LLC | 2,500 | $33.6K | 0.00% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 2,833 | $38.0K | 0.01% | −615−17.8% | Reduced |
| Walleye Trading LLC | 2,946 | $39.6K | 0.00% | +2,946 | New |
| Metropolitan Life Insurance Co | 4,422 | $59.4K | 0.00% | +449+11.3% | Added |
| Tower Research Capital LLC (TRC) | 4,683 | $62.9K | 0.00% | +2,397+104.9% | Added |
| First Horizon Advisors, Inc. | 5,537 | $74.4K | 0.00% | −350−5.9% | Reduced |
| Great West Life Assurance Co | 6,846 | $92.0K | 0.00% | +3,748+121.0% | Added |
| Harbor Investment Advisory, LLC | 6,888 | $92.5K | 0.01% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 7,091 | $95.2K | 0.00% | −823−10.4% | Reduced |
| Ameritas Investment Partners, Inc. | 7,158 | $96.1K | 0.00% | +1,208+20.3% | Added |
| Parallel Advisors, LLC | 8,891 | $119.4K | 0.00% | +509+6.1% | Added |
| Sherbrooke Park Advisers LLC | 10,146 | $136.3K | 0.04% | +10,146 | New |
| Amalgamated Bank | 10,758 | $144.0K | 0.00% | 00.0% | Unchanged |
| JT Stratford LLC | 11,105 | $149.1K | 0.04% | −51−0.5% | Reduced |
| Penn Capital Management Co Inc | 11,348 | $152.4K | 0.02% | +11,348 | New |
| Benin Management CORP | 11,620 | $156.1K | 0.06% | 00.0% | Unchanged |
| Diligent Investors, LLC | 11,683 | $156.9K | 0.05% | +301+2.6% | Added |
| M&T Bank Corp | 11,818 | $158.5K | 0.00% | +326+2.8% | Added |
| MQS Management LLC | 11,883 | $159.6K | 0.10% | −1,139−8.7% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 12,244 | $164.4K | 0.00% | +12,244 | New |
| First Bank & Trust | 12,453 | $167.2K | 0.04% | +968+8.4% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 13,685 | $183.8K | 0.00% | 00.0% | Unchanged |
| Prudential Financial Inc | 14,014 | $188.2K | 0.00% | +1,762+14.4% | Added |
| Comerica Bank | 14,234 | $191.2K | 0.00% | −180,689−92.7% | Reduced |
| D. E. Shaw & Co., Inc. | 14,700 | $197.4K | 0.00% | +14,700 | New |
| Cetera Investment Advisers | 14,779 | $198.5K | 0.00% | +3,124+26.8% | Added |
| HSBC Holdings PLC | 15,184 | $202.7K | 0.00% | +3,101+25.7% | Added |
| Jane Street Group, LLC | 15,451 | $207.5K | 0.00% | −37,901−71.0% | Reduced |
| Simon Quick Advisors, LLC | 15,540 | $208.7K | 0.02% | +15,540 | New |
| MML Investors Services, LLC | 16,417 | $220.0K | 0.00% | +2,954+21.9% | Added |
| Centiva Capital, LP | 16,867 | $226.5K | 0.01% | +16,867 | New |
| Mariner, LLC | 17,129 | $230.0K | 0.00% | −1,562−8.4% | Reduced |
| Twinbeech Capital LP | 17,326 | $232.7K | 0.00% | +17,326 | New |
| Public Employees Retirement Association of Colorado | 17,495 | $235.0K | 0.00% | 00.0% | Unchanged |
| Commerce Bank | 17,624 | $236.7K | 0.00% | +1,839+11.7% | Added |
| Raymond James & Associates | 17,835 | $239.5K | 0.00% | +3,833+27.4% | Added |
| Personal Cfo Solutions, LLC | 18,908 | $253.9K | 0.05% | +1,187+6.7% | Added |
| Arizona State Retirement System | 19,625 | $263.6K | 0.00% | +283+1.5% | Added |
| Baird Financial Group, Inc. | 19,675 | $264.2K | 0.00% | −80.0% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 19,938 | $268.0K | 0.00% | +19,938 | New |
| HighTower Advisors, LLC | 20,477 | $272.0K | 0.00% | +2,757+15.6% | Added |
| DFPG Investments, LLC | 22,535 | $273.4K | 0.03% | −3,458−13.3% | Reduced |
| State Board of Administration of Florida Retirement System | 20,560 | $276.1K | 0.00% | +110+0.5% | Added |
| Occudo Quantitative Strategies LP | 20,782 | $279.1K | 0.04% | +20,782 | New |
| Victory Capital Management Inc | 20,918 | $280.9K | 0.00% | +20,918 | New |
| Cresset Asset Management, LLC | 21,177 | $285.6K | 0.00% | +2,353+12.5% | Added |
| Verdence Capital Advisors LLC | 21,420 | $287.7K | 0.03% | +10,278+92.2% | Added |
| Keybank National Association | 21,606 | $290.2K | 0.00% | −1,957−8.3% | Reduced |
| Legacy Wealth Asset Management, LLC | 23,186 | $311.4K | 0.11% | −156−0.7% | Reduced |
| Beacon Investment Advisors LLC | 24,349 | $327.0K | 0.23% | −580−2.3% | Reduced |
| Truist Financial Corp | 24,661 | $331.2K | 0.00% | +169+0.7% | Added |
| Cary Street Partner Investment Advisory LLC | 26,060 | $350.0K | 0.02% | −24,600−48.6% | Reduced |
| New York State Common Retirement Fund | 27,753 | $372.7K | 0.00% | +224+0.8% | Added |
| Janus Henderson Group PLC | 27,894 | $374.3K | 0.00% | −10.0% | Reduced |
| Snowden Capital Advisors LLC | 28,568 | $383.7K | 0.02% | +1,092+4.0% | Added |
| Voya Investment Management LLC | 29,236 | $392.6K | 0.00% | +490+1.7% | Added |
| Susquehanna International Group, LLP | 29,876 | $401.2K | 0.00% | −21,441−41.8% | Reduced |
| Dark Forest Capital Management LP | 30,076 | $403.9K | 0.03% | +6,995+30.3% | Added |