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, Q4 2023
Institutional positions in Utz Brands, Inc. as of Dec 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
- 204
- +17 vs. Q3 2023
- Shares held
- 76.6M
- +6.64M (+9.5%) vs. Q3 2023
- Total value
- $1.24B
- +$304.3M (+32.4%) vs. Q3 2023
- New holders
- 38
- 77 more added
- Sold out
- 21
- 68 more reduced
3 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2023
Shares, value and share of portfolio for each institution holding Utz Brands, Inc.; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| JPMorgan Chase & Co | 10,204,786 | $165.7M | 0.01% | +4,766,974+87.7% | Added |
| Vanguard Group Inc | 6,780,350 | $110.1M | 0.00% | +22,908+0.3% | Added |
| Champlain Investment Partners, LLC | 5,634,800 | $91.5M | 0.54% | −305,340−5.1% | Reduced |
| BlackRock Inc. | 5,585,368 | $90.7M | 0.00% | +643,282+13.0% | Added |
| Neuberger Berman Group LLC | 4,710,517 | $76.5M | 0.07% | −54,058−1.1% | Reduced |
| T. Rowe Price Investment Management, Inc. | 4,100,368 | $66.6M | 0.04% | −251,691−5.8% | Reduced |
| DF Dent & Co Inc | 3,861,187 | $62.7M | 0.83% | −150,013−3.7% | Reduced |
| Bamco Inc | 3,250,000 | $52.8M | 0.14% | 00.0% | Unchanged |
| Copeland Capital Management, LLC | 2,952,337 | $47.9M | 0.96% | +199,472+7.2% | Added |
| Millennium Management LLC | 1,921,047 | $31.2M | 0.03% | +1,259,969+190.6% | Added |
| Ameriprise Financial Inc | 1,754,732 | $28.5M | 0.01% | +503,905+40.3% | Added |
| Goldman Sachs Group Inc | 1,704,451 | $27.7M | 0.01% | −1,256,067−42.4% | Reduced |
| State Street Corp | 1,586,081 | $25.8M | 0.00% | +112,379+7.6% | Added |
| Geode Capital Management, LLC | 1,474,860 | $24.0M | 0.00% | +70,315+5.0% | Added |
| Dimensional Fund Advisors LP | 1,212,493 | $19.7M | 0.01% | +250,557+26.0% | Added |
| Jennison Associates LLC | 1,155,625 | $18.8M | 0.01% | −488,098−29.7% | Reduced |
| Morgan Stanley | 1,146,472 | $18.6M | 0.00% | +584,761+104.1% | Added |
| GW&K Investment Management, LLC | 1,053,907 | $17.1M | 0.16% | −112,992−9.7% | Reduced |
| Northern Trust Corp | 929,709 | $15.1M | 0.00% | +40,675+4.6% | Added |
| Clearbridge Investments, LLC | 855,338 | $13.9M | 0.01% | +6,258+0.7% | Added |
| Emerald Advisers, LLC | 774,857 | $12.6M | 0.54% | −155,039−16.7% | Reduced |
| Advisors Capital Management, LLC | 694,317 | $11.3M | 0.23% | −143,204−17.1% | Reduced |
| Envestnet Asset Management Inc | 661,866 | $10.7M | 0.00% | −48,299−6.8% | Reduced |
| Emerald Mutual Fund Advisers Trust | 633,933 | $10.3M | 0.55% | −118,186−15.7% | Reduced |
| UBS Group AG | 603,579 | $9.80M | 0.00% | +8,936+1.5% | Added |
| Gratus Capital LLC | 552,370 | $8.97M | 0.51% | +70,755+14.7% | Added |
| Charles Schwab Investment Management Inc | 545,867 | $8.86M | 0.00% | +12,232+2.3% | Added |
| Davenport & Co LLC | 476,654 | $7.74M | 0.05% | −7,836−1.6% | Reduced |
| First Eagle Investment Management, LLC | 455,946 | $7.40M | 0.02% | +46,919+11.5% | Added |
| Bank of New York Mellon Corp | 455,853 | $7.40M | 0.00% | +66,456+17.1% | Added |
| Readystate Asset Management LP | 449,600 | $7.30M | 0.44% | +449,600 | New |
| Royal Bank of Canada | 369,593 | $6.00M | 0.00% | −3,640−1.0% | Reduced |
| State of Wisconsin Investment Board | 348,420 | $5.66M | 0.02% | +76,245+28.0% | Added |
| Marshall Wace, LLP | 315,528 | $5.12M | 0.01% | +211,764+204.1% | Added |
| Nuveen Asset Management, LLC | 299,228 | $4.86M | 0.00% | +125,239+72.0% | Added |
| Citadel Advisors LLC | 287,150 | $4.66M | 0.00% | +200,909+233.0% | Added |
| Barclays PLC | 272,880 | $4.43M | 0.00% | −92,244−25.3% | Reduced |
| Vestcor Inc | 251,500 | $4.08M | 0.14% | +251,500 | New |
| Bank of America Corp | 244,370 | $3.97M | 0.00% | −27,869−10.2% | Reduced |
| Verition Fund Management LLC | 234,815 | $3.81M | 0.04% | +173,231+281.3% | Added |
| Alliancebernstein L.P. | 213,300 | $3.46M | 0.00% | +150,000+237.0% | Added |
| Ami Asset Management Corp | 194,201 | $3.15M | 0.17% | −25,345−11.5% | Reduced |
| Select Asset Management & Trust | 193,038 | $3.13M | 1.54% | 00.0% | Unchanged |
| State of New Jersey Common Pension Fund D | 188,726 | $3.06M | 0.01% | +26,282+16.2% | Added |
| Weiss Multi-Strategy Advisers LLC | 185,057 | $3.00M | 0.08% | +185,057 | New |
| SEI Investments Co | 184,872 | $3.00M | 0.00% | +10,423+6.0% | Added |
| Natixis Advisors, L.P. | 179,031 | $2.91M | 0.01% | +67,172+60.1% | Added |
| King Luther Capital Management Corp | 162,513 | $2.64M | 0.01% | +103,448+175.1% | Added |
| Stifel Financial Corp | 157,584 | $2.56M | 0.00% | +20,136+14.6% | Added |
| Bahl & Gaynor Inc | 143,600 | $2.33M | 0.01% | −2,253−1.5% | Reduced |
| Pathstone Holdings, LLC | 136,303 | $2.21M | 0.01% | +136,303 | New |
| Swiss National Bank | 135,900 | $2.21M | 0.00% | −15,600−10.3% | Reduced |
| UBS Asset Management Americas Inc | 110,129 | $1.79M | 0.00% | +11,707+11.9% | Added |
| HRT Financial LP | 106,226 | $1.73M | 0.01% | +73,526+224.9% | Added |
| Bessemer Group Inc | 105,006 | $1.71M | 0.00% | +20,845+24.8% | Added |
| TD Asset Management Inc | 104,086 | $1.69M | 0.00% | −15,800−13.2% | Reduced |
| Advisor Group Holdings, Inc. | 102,741 | $1.67M | 0.00% | −1,878−1.8% | Reduced |
| Rhumbline Advisers | 94,527 | $1.54M | 0.00% | +317+0.3% | Added |
| Wells Fargo & Company | 84,024 | $1.36M | 0.00% | +777+0.9% | Added |
| Trexquant Investment LP | 82,801 | $1.34M | 0.03% | +82,801 | New |
| Rockefeller Capital Management L.P. | 78,865 | $1.28M | 0.00% | −608,615−88.5% | Reduced |
| Susquehanna International Group, LLP | 78,051 | $1.27M | 0.00% | +48,175+161.2% | Added |
| California State Teachers Retirement System | 73,264 | $1.19M | 0.00% | −3,580−4.7% | Reduced |
| Invesco Ltd. | 73,029 | $1.19M | 0.00% | −18,214−20.0% | Reduced |
| Walleye Capital LLC | 67,865 | $1.10M | 0.02% | +67,865 | New |
| Ensign Peak Advisors, Inc | 64,070 | $1.04M | 0.00% | +15,850+32.9% | Added |
| Jackson Creek Investment Advisors LLC | 63,455 | $1.03M | 0.40% | −110.0% | Reduced |
| Brinker Capital Investments, LLC | 58,945 | $1.03M | 0.01% | −52,417−47.1% | Reduced |
| Orion Portfolio Solutions, LLC | 58,945 | $1.03M | 0.01% | −52,417−47.1% | Reduced |
| Legal & General Group Plc | 62,110 | $1.01M | 0.00% | −223−0.4% | Reduced |
| Susquehanna Portfolio Strategies, LLC | 59,439 | $965.3K | 0.02% | +59,439 | New |
| Russell Investments Group, Ltd. | 59,263 | $962.4K | 0.00% | +10,236+20.9% | Added |
| Credit Suisse AG | 56,042 | $915.7K | 0.00% | −6,129−9.9% | Reduced |
| Price T Rowe Associates Inc | 55,339 | $899.0K | 0.00% | +12,759+30.0% | Added |
| Outfitter Financial LLC | 54,215 | $880.5K | 0.77% | +4,970+10.1% | Added |
| Zacks Investment Management | 53,430 | $867.7K | 0.01% | −7,975−13.0% | Reduced |
| Natixis | 52,000 | $844.5K | 0.01% | +52,000 | New |
| Dark Forest Capital Management LP | 51,631 | $838.5K | 0.13% | +21,555+71.7% | Added |
| Group One Trading, L.P. | 45,555 | $739.8K | 0.02% | −11,972−20.8% | Reduced |
| American Century Companies Inc | 44,985 | $730.6K | 0.00% | +44,985 | New |
| Harvest Investment Services, LLC | 44,780 | $727.2K | 0.33% | +44,780 | New |
| Oppenheimer Asset Management Inc. | 44,755 | $726.8K | 0.01% | −4,625−9.4% | Reduced |
| SeaCrest Wealth Management, LLC | 39,285 | $674.5K | 0.08% | +39,285 | New |
| LPL Financial LLC | 40,471 | $657.2K | 0.00% | +5,758+16.6% | Added |
| Jane Street Group, LLC | 40,462 | $657.1K | 0.00% | +25,011+161.9% | Added |
| Deutsche Bank AG | 39,562 | $642.5K | 0.00% | −560−1.4% | Reduced |
| MetLife Investment Management | 39,064 | $634.4K | 0.00% | 00.0% | Unchanged |
| Diversified Trust Co | 38,455 | $624.5K | 0.02% | 00.0% | Unchanged |
| TownSquare Capital, LLC | 36,498 | $592.7K | 0.01% | −6,111−14.3% | Reduced |
| American International Group, Inc. | 35,812 | $581.6K | 0.00% | −145−0.4% | Reduced |
| Franklin Resources Inc | 34,996 | $568.3K | 0.00% | +93+0.3% | Added |
| ExodusPoint Capital Management, LP | 33,844 | $550.0K | 0.01% | −45,408−57.3% | Reduced |
| Manufacturers Life Insurance Company, The | 33,698 | $547.3K | 0.00% | −71−0.2% | Reduced |
| Victory Capital Management Inc | 31,886 | $517.8K | 0.00% | +10,968+52.4% | Added |
| Citigroup Inc | 31,880 | $517.7K | 0.00% | +31,719+19,701.2% | Added |
| Mirae Asset Global Investments Co., Ltd. | 31,774 | $516.0K | 0.00% | 00.0% | Unchanged |
| Snowden Capital Advisors LLC | 31,622 | $513.5K | 0.02% | +3,054+10.7% | Added |
| Raymond James Financial Services Advisors, Inc. | 30,619 | $497.2K | 0.00% | −20,564−40.2% | Reduced |
| Voya Investment Management LLC | 29,550 | $479.9K | 0.00% | +314+1.1% | Added |
| VitalStone Financial, LLC | 29,430 | $478.0K | 0.38% | +29,430 | New |