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, 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
- 70.9M
- +1.01M (+1.5%) vs. Q3 2023
- Total value
- $1.15B
- +$212.8M (+22.7%) vs. Q3 2023
- New holders
- 38
- 76 more added
- Sold out
- 21
- 69 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 | $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, 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 |
|---|---|---|---|---|---|
| Covestor Ltd | 7 | $0 | 0.00% | −1−12.5% | Reduced |
| DiNuzzo Private Wealth, Inc. | 2 | $33 | 0.00% | +2 | New |
| SJS Investment Consulting Inc. | 5 | $82 | 0.00% | +1+25.0% | Added |
| JFS Wealth Advisors, LLC | 8 | $130 | 0.00% | +1+14.3% | Added |
| JJJ Advisors Inc. | 8 | $130 | 0.00% | +8 | New |
| Lindbrook Capital, LLC | 20 | $325 | 0.00% | +20 | New |
| Central Trust Co | 43 | $699 | 0.00% | 00.0% | Unchanged |
| Neo Ivy Capital Management | 36 | $1.00K | 0.00% | +36 | New |
| Allworth Financial LP | 72 | $1.17K | 0.00% | −100−58.1% | Reduced |
| Huntington National Bank | 80 | $1.30K | 0.00% | −103−56.3% | Reduced |
| IFP Advisors, Inc | 90 | $1.46K | 0.00% | −100−52.6% | Reduced |
| Northwestern Mutual Wealth Management Co | 100 | $1.62K | 0.00% | −1,500−93.8% | Reduced |
| Sandy Spring Bank | 100 | $1.62K | 0.00% | 00.0% | Unchanged |
| Main Street Group, LTD | 100 | $1.62K | 0.00% | +100 | New |
| Ronald Blue Trust, Inc. | 170 | $2.00K | 0.00% | +170 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 138 | $2.24K | 0.00% | −87−38.7% | Reduced |
| BOK Financial Private Wealth, Inc. | 152 | $2.47K | 0.00% | +152 | New |
| GAMMA Investing LLC | 184 | $3.26K | 0.00% | +184 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 219 | $3.73K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 253 | $4.00K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 352 | $5.72K | 0.00% | −180−33.8% | Reduced |
| Global Retirement Partners, LLC | 380 | $6.26K | 0.00% | +172+82.7% | Added |
| GWM Advisors LLC | 389 | $6.32K | 0.00% | +389 | New |
| Scarborough Advisors, LLC | 395 | $6.42K | 0.00% | +395 | New |
| Raleigh Capital Management Inc. | 401 | $6.50K | 0.00% | −15−3.6% | Reduced |
| Principal Securities, Inc. | 567 | $9.21K | 0.00% | +567 | New |
| CWM, LLC | 610 | $10.0K | 0.00% | +510+510.0% | Added |
| Spire Wealth Management | 630 | $10.2K | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 650 | $11.0K | 0.01% | 00.0% | Unchanged |
| Signaturefd, LLC | 684 | $11.1K | 0.00% | +454+197.4% | Added |
| US Bancorp | 705 | $11.5K | 0.00% | +34+5.1% | Added |
| First Manhattan Co | 775 | $12.6K | 0.00% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 800 | $13.0K | 0.01% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 1,000 | $13.4K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 1,000 | $16.3K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 1,190 | $19.3K | 0.00% | +1,190 | New |
| Steward Partners Investment Advisory, LLC | 1,200 | $19.5K | 0.00% | +400+50.0% | Added |
| McGlone Suttner Wealth Management, Inc. | 1,246 | $20.2K | 0.00% | +1,246 | New |
| Quadrant Capital Group LLC | 1,332 | $21.6K | 0.00% | +783+142.6% | Added |
| Assetmark, Inc | 1,540 | $25.0K | 0.00% | −8−0.5% | Reduced |
| Newton One Investments LLC | 1,669 | $27.1K | 0.01% | −338−16.8% | Reduced |
| Proequities, Inc. | 2,158 | $35.2K | 0.00% | +92+4.5% | Added |
| State of Wyoming | 2,736 | $44.4K | 0.01% | +342+14.3% | Added |
| FMR LLC | 3,036 | $49.3K | 0.00% | +1,218+67.0% | Added |
| EntryPoint Capital, LLC | 3,363 | $54.6K | 0.05% | +3,363 | New |
| SRS Capital Advisors, Inc. | 3,464 | $56.3K | 0.01% | +1,891+120.2% | Added |
| Metropolitan Life Insurance Co | 4,422 | $71.8K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 5,000 | $81.2K | 0.01% | +2,500+100.0% | Added |
| Walleye Trading LLC | 5,760 | $93.5K | 0.00% | +2,814+95.5% | Added |
| First Horizon Advisors, Inc. | 6,081 | $98.8K | 0.00% | +544+9.8% | Added |
| Great West Life Assurance Co | 6,846 | $110.0K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 6,888 | $111.9K | 0.01% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 7,158 | $116.2K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 7,263 | $118.0K | 0.00% | +172+2.4% | Added |
| Caption Management, LLC | 8,742 | $142.0K | 0.02% | +8,742 | New |
| Parallel Advisors, LLC | 9,924 | $161.2K | 0.00% | +1,033+11.6% | Added |
| Amalgamated Bank | 10,073 | $164.0K | 0.00% | −685−6.4% | Reduced |
| Cerity Partners LLC | 10,264 | $166.7K | 0.00% | +10,264 | New |
| Handelsbanken Fonder AB | 10,400 | $169.0K | 0.00% | +10,400 | New |
| Waterloo Capital, L.P. | 10,435 | $169.5K | 0.03% | +10,435 | New |
| Janney Montgomery Scott LLC | 10,438 | $170.0K | 0.00% | +10,438 | New |
| HSBC Holdings PLC | 11,232 | $180.9K | 0.00% | −3,952−26.0% | Reduced |
| Commonwealth Equity Services, LLC | 11,488 | $187.0K | 0.00% | +11,488 | New |
| Diligent Investors, LLC | 11,586 | $188.2K | 0.05% | −97−0.8% | Reduced |
| ProShare Advisors LLC | 11,927 | $193.7K | 0.00% | +11,927 | New |
| M&T Bank Corp | 12,175 | $197.5K | 0.00% | +357+3.0% | Added |
| Mariner, LLC | 12,591 | $204.5K | 0.00% | −4,538−26.5% | Reduced |
| Cetera Investment Advisers | 12,634 | $205.2K | 0.00% | −2,145−14.5% | Reduced |
| Kestra Advisory Services, LLC | 12,907 | $209.6K | 0.00% | +12,907 | New |
| First Bank & Trust | 13,536 | $219.8K | 0.05% | +1,083+8.7% | Added |
| Commerce Bank | 14,555 | $236.4K | 0.00% | −3,069−17.4% | Reduced |
| Simon Quick Advisors, LLC | 14,834 | $240.9K | 0.02% | −706−4.5% | Reduced |
| Comerica Bank | 15,643 | $254.0K | 0.00% | +1,409+9.9% | Added |
| Verdence Capital Advisors LLC | 15,655 | $254.2K | 0.02% | −5,765−26.9% | Reduced |
| Keybank National Association | 15,796 | $256.5K | 0.00% | −5,810−26.9% | Reduced |
| Prudential Financial Inc | 16,501 | $268.0K | 0.00% | +2,487+17.7% | Added |
| Public Employees Retirement Association of Colorado | 17,495 | $284.0K | 0.00% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 17,566 | $285.3K | 0.00% | +3,881+28.4% | Added |
| Cary Street Partner Investment Advisory LLC | 17,890 | $290.5K | 0.01% | −8,170−31.4% | Reduced |
| PEAK6 Investments LLC | 18,263 | $296.6K | 0.01% | +18,263 | New |
| Raymond James & Associates | 18,378 | $298.5K | 0.00% | +543+3.0% | Added |
| Cambridge Investment Research Advisors, Inc. | 19,175 | $311.0K | 0.00% | −763−3.8% | Reduced |
| MML Investors Services, LLC | 19,267 | $313.0K | 0.00% | +2,850+17.4% | Added |
| Arizona State Retirement System | 19,281 | $313.1K | 0.00% | −344−1.8% | Reduced |
| Baird Financial Group, Inc. | 19,451 | $315.9K | 0.00% | −224−1.1% | Reduced |
| Deerfield Management Company, L.P. (Series C) | 19,732 | $320.4K | 0.01% | +19,732 | New |
| Captrust Financial Advisors | 20,131 | $326.9K | 0.00% | −22,470−52.7% | Reduced |
| HighTower Advisors, LLC | 20,508 | $330.0K | 0.00% | +31+0.2% | Added |
| State Board of Administration of Florida Retirement System | 20,560 | $333.9K | 0.00% | 00.0% | Unchanged |
| Personal Cfo Solutions, LLC | 20,572 | $334.1K | 0.06% | +1,664+8.8% | Added |
| Tower Research Capital LLC (TRC) | 20,718 | $336.5K | 0.00% | +16,035+342.4% | Added |
| Twinbeech Capital LP | 21,012 | $341.2K | 0.01% | +3,686+21.3% | Added |
| Truist Financial Corp | 21,492 | $349.0K | 0.00% | −3,169−12.9% | Reduced |
| DFPG Investments, LLC | 21,153 | $360.7K | 0.03% | −1,382−6.1% | Reduced |
| Legacy Wealth Asset Management, LLC | 22,965 | $373.0K | 0.12% | −221−1.0% | Reduced |
| Creative Planning | 23,141 | $375.8K | 0.00% | +23,141 | New |
| D. E. Shaw & Co., Inc. | 23,836 | $387.1K | 0.00% | +9,136+62.1% | Added |
| Squarepoint Ops LLC | 23,844 | $387.2K | 0.00% | −17,814−42.8% | Reduced |
| Beacon Investment Advisors LLC | 24,406 | $396.3K | 0.25% | +57+0.2% | Added |
| XTX Topco Ltd | 25,633 | $416.3K | 0.09% | +25,633 | New |