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 |
|---|---|---|---|---|---|
| Mirae Asset Global Investments Co., Ltd. | 31,774 | $426.7K | 0.00% | +3,468+12.3% | Added |
| HRT Financial LP | 32,700 | $439.0K | 0.00% | +32,700 | New |
| Manufacturers Life Insurance Company, The | 33,769 | $453.5K | 0.00% | +5,513+19.5% | Added |
| LPL Financial LLC | 34,713 | $466.2K | 0.00% | +4,772+15.9% | Added |
| Franklin Resources Inc | 34,903 | $468.7K | 0.00% | 00.0% | Unchanged |
| American International Group, Inc. | 35,957 | $482.9K | 0.00% | +1,279+3.7% | Added |
| Diversified Trust Co | 38,455 | $516.5K | 0.02% | +2,216+6.1% | Added |
| MetLife Investment Management | 39,064 | $524.6K | 0.00% | 00.0% | Unchanged |
| Deutsche Bank AG | 40,122 | $538.8K | 0.00% | −84,074−67.7% | Reduced |
| Capital Impact Advisors, LLC | 40,502 | $543.9K | 0.91% | 00.0% | Unchanged |
| Squarepoint Ops LLC | 41,658 | $559.5K | 0.00% | +41,658 | New |
| Price T Rowe Associates Inc | 42,580 | $572.0K | 0.00% | +3,491+8.9% | Added |
| Captrust Financial Advisors | 42,601 | $572.1K | 0.00% | +4,023+10.4% | Added |
| TownSquare Capital, LLC | 42,609 | $572.2K | 0.01% | −16,855−28.3% | Reduced |
| Ensign Peak Advisors, Inc | 48,220 | $647.6K | 0.00% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 49,027 | $658.4K | 0.00% | −2,707−5.2% | Reduced |
| Outfitter Financial LLC | 49,245 | $661.4K | 0.62% | +1,000+2.1% | Added |
| Oppenheimer Asset Management Inc. | 49,380 | $663.2K | 0.01% | −87−0.2% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 51,183 | $687.4K | 0.00% | +1,918+3.9% | Added |
| Alpine Global Management, LLC | 52,000 | $698.4K | 0.16% | +52,000 | New |
| Group One Trading, L.P. | 57,527 | $772.6K | 0.03% | 00.0% | Unchanged |
| King Luther Capital Management Corp | 59,065 | $793.2K | 0.00% | −42,030−41.6% | Reduced |
| Zacks Investment Management | 61,405 | $824.7K | 0.01% | +378+0.6% | Added |
| Verition Fund Management LLC | 61,584 | $827.1K | 0.01% | +61,584 | New |
| Legal & General Group Plc | 62,333 | $837.1K | 0.00% | +5,863+10.4% | Added |
| Alliancebernstein L.P. | 63,300 | $850.1K | 0.00% | 00.0% | Unchanged |
| Jackson Creek Investment Advisors LLC | 63,466 | $852.0K | 0.36% | +63,466 | New |
| Oliver Luxxe Assets LLC | 63,512 | $853.0K | 0.22% | +34,820+121.4% | Added |
| Credit Suisse AG | 62,171 | $1.02M | 0.00% | −5,749−8.5% | Reduced |
| California State Teachers Retirement System | 76,844 | $1.03M | 0.00% | −7,716−9.1% | Reduced |
| ExodusPoint Capital Management, LP | 79,252 | $1.06M | 0.01% | +79,252 | New |
| Wells Fargo & Company | 83,247 | $1.12M | 0.00% | −12,279−12.9% | Reduced |
| Bessemer Group Inc | 84,161 | $1.13M | 0.00% | +28,079+50.1% | Added |
| Citadel Advisors LLC | 86,241 | $1.16M | 0.00% | +69,954+429.5% | Added |
| Invesco Ltd. | 91,243 | $1.23M | 0.00% | −179,583−66.3% | Reduced |
| Rhumbline Advisers | 94,210 | $1.27M | 0.00% | +1,767+1.9% | Added |
| UBS Asset Management Americas Inc | 98,422 | $1.32M | 0.00% | +14,452+17.2% | Added |
| Marshall Wace, LLP | 103,764 | $1.39M | 0.00% | −165,333−61.4% | Reduced |
| Tudor Investment Corp Et Al | 103,825 | $1.39M | 0.02% | +25,632+32.8% | Added |
| Advisor Group Holdings, Inc. | 104,619 | $1.41M | 0.00% | +31,551+43.2% | Added |
| First Trust Advisors LP | 110,908 | $1.49M | 0.00% | −36,470−24.7% | Reduced |
| 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 |
| Natixis Advisors, L.P. | 111,859 | $1.50M | 0.00% | +2,666+2.4% | Added |
| TD Asset Management Inc | 119,886 | $1.61M | 0.00% | 00.0% | Unchanged |
| Stifel Financial Corp | 137,448 | $1.85M | 0.00% | +17,762+14.8% | Added |
| Bahl & Gaynor Inc | 145,853 | $1.96M | 0.01% | +340+0.2% | Added |
| Swiss National Bank | 151,500 | $2.03M | 0.00% | +1,600+1.1% | Added |
| State of New Jersey Common Pension Fund D | 162,444 | $2.18M | 0.01% | +16,801+11.5% | Added |
| Nuveen Asset Management, LLC | 173,989 | $2.34M | 0.00% | −1,384−0.8% | Reduced |
| SEI Investments Co | 174,449 | $2.34M | 0.00% | +9,497+5.8% | Added |
| Select Asset Management & Trust | 193,038 | $2.59M | 1.51% | 00.0% | Unchanged |
| Ami Asset Management Corp | 219,546 | $2.95M | 0.18% | −8,838−3.9% | Reduced |
| State of Wisconsin Investment Board | 272,175 | $3.66M | 0.01% | −18,839−6.5% | Reduced |
| Bank of America Corp | 272,239 | $3.66M | 0.00% | −6,224−2.2% | Reduced |
| Pathstone Family Office, LLC | 300,466 | $4.04M | 0.03% | +888+0.3% | Added |
| Barclays PLC | 365,124 | $4.90M | 0.00% | +85,953+30.8% | Added |
| Royal Bank of Canada | 373,233 | $5.01M | 0.00% | +135,537+57.0% | Added |
| Bank of New York Mellon Corp | 389,397 | $5.23M | 0.00% | +3,315+0.9% | Added |
| First Eagle Investment Management, LLC | 409,027 | $5.49M | 0.01% | +200,850+96.5% | Added |
| Renaissance Technologies LLC | 473,400 | $6.36M | 0.01% | +181,599+62.2% | Added |
| Gratus Capital LLC | 481,615 | $6.47M | 0.44% | +481,615 | New |
| Davenport & Co LLC | 484,490 | $6.51M | 0.05% | −22,666−4.5% | Reduced |
| Charles Schwab Investment Management Inc | 533,635 | $7.17M | 0.00% | +23,109+4.5% | Added |
| Morgan Stanley | 561,711 | $7.54M | 0.00% | +185,723+49.4% | Added |
| UBS Group AG | 594,643 | $7.99M | 0.00% | +191,441+47.5% | Added |
| Millennium Management LLC | 661,078 | $8.88M | 0.01% | +661,078 | New |
| Rockefeller Capital Management L.P. | 687,480 | $9.23M | 0.04% | −331,957−32.6% | Reduced |
| Envestnet Asset Management Inc | 710,165 | $9.54M | 0.00% | +297,395+72.0% | Added |
| Emerald Mutual Fund Advisers Trust | 752,119 | $10.1M | 0.61% | +95,243+14.5% | Added |
| Advisors Capital Management, LLC | 837,521 | $11.2M | 0.29% | +29,432+3.6% | Added |
| Clearbridge Investments, LLC | 849,080 | $11.4M | 0.01% | −23,571−2.7% | Reduced |
| Northern Trust Corp | 889,034 | $11.9M | 0.00% | +62,926+7.6% | Added |
| Emerald Advisers, LLC | 929,896 | $12.5M | 0.60% | +126,948+15.8% | Added |
| Dimensional Fund Advisors LP | 961,936 | $12.9M | 0.00% | +285,907+42.3% | Added |
| GW&K Investment Management, LLC | 1,166,899 | $15.7M | 0.16% | +9,021+0.8% | Added |
| Ameriprise Financial Inc | 1,250,827 | $16.8M | 0.01% | +184,485+17.3% | Added |
| Geode Capital Management, LLC | 1,404,545 | $18.9M | 0.00% | +63,662+4.7% | Added |
| State Street Corp | 1,473,702 | $19.9M | 0.00% | +39,326+2.7% | Added |
| Jennison Associates LLC | 1,643,723 | $22.1M | 0.02% | −165,727−9.2% | Reduced |
| Copeland Capital Management, LLC | 2,752,865 | $37.0M | 0.79% | +363,098+15.2% | Added |
| Goldman Sachs Group Inc | 2,960,518 | $39.8M | 0.01% | −329,388−10.0% | Reduced |
| Bamco Inc | 3,250,000 | $43.6M | 0.13% | 00.0% | Unchanged |
| DF Dent & Co Inc | 4,011,200 | $53.9M | 0.79% | +830,067+26.1% | Added |
| T. Rowe Price Investment Management, Inc. | 4,352,059 | $58.4M | 0.04% | −1,1480.0% | Reduced |
| Neuberger Berman Group LLC | 4,764,575 | $64.0M | 0.06% | −118,091−2.4% | Reduced |
| BlackRock Inc. | 4,942,086 | $66.4M | 0.00% | +73,185+1.5% | Added |
| JPMorgan Chase & Co | 5,437,812 | $73.0M | 0.01% | +99,996+1.9% | Added |
| Champlain Investment Partners, LLC | 5,940,140 | $79.8M | 0.52% | +24,040+0.4% | Added |
| Vanguard Group Inc | 6,757,442 | $90.8M | 0.00% | +10,173+0.2% | Added |
| Engle Capital Management, L.P. | 0 | $0 | 0.00% | −700,000−100.0% | Sold out |
| State of Tennessee, Treasury Department | 0 | $0 | 0.00% | −88,995−100.0% | Sold out |
| Sumitomo Mitsui Trust Holdings, Inc. | 0 | $0 | 0.00% | −62,912−100.0% | Sold out |
| Guggenheim Capital LLC | 0 | $0 | 0.00% | −51,811−100.0% | Sold out |
| Two Sigma Investments, LP | 0 | $0 | 0.00% | −51,618−100.0% | Sold out |
| Landscape Capital Management, L.L.C. | 0 | $0 | 0.00% | −47,604−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −23,400−100.0% | Sold out |
| Cerity Partners LLC | 0 | $0 | 0.00% | −18,180−100.0% | Sold out |
| Panagora Asset Management Inc | 0 | $0 | 0.00% | −14,657−100.0% | Sold out |
| Colony Group LLC | 0 | $0 | 0.00% | −12,836−100.0% | Sold out |