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 |
|---|---|---|---|---|---|
| First Trust Advisors LP | 28,342 | $460.3K | 0.00% | −82,566−74.4% | Reduced |
| Janus Henderson Group PLC | 27,841 | $452.3K | 0.00% | −53−0.2% | Reduced |
| New York State Common Retirement Fund | 27,594 | $448.1K | 0.00% | −159−0.6% | Reduced |
| Cresset Asset Management, LLC | 26,275 | $428.2K | 0.00% | +5,098+24.1% | Added |
| XTX Topco Ltd | 25,633 | $416.3K | 0.09% | +25,633 | New |
| Beacon Investment Advisors LLC | 24,406 | $396.3K | 0.25% | +57+0.2% | Added |
| Squarepoint Ops LLC | 23,844 | $387.2K | 0.00% | −17,814−42.8% | Reduced |
| D. E. Shaw & Co., Inc. | 23,836 | $387.1K | 0.00% | +9,136+62.1% | Added |
| Creative Planning | 23,141 | $375.8K | 0.00% | +23,141 | New |
| Legacy Wealth Asset Management, LLC | 22,965 | $373.0K | 0.12% | −221−1.0% | Reduced |
| DFPG Investments, LLC | 21,153 | $360.7K | 0.03% | −1,382−6.1% | Reduced |
| Truist Financial Corp | 21,492 | $349.0K | 0.00% | −3,169−12.9% | Reduced |
| Twinbeech Capital LP | 21,012 | $341.2K | 0.01% | +3,686+21.3% | Added |
| Tower Research Capital LLC (TRC) | 20,718 | $336.5K | 0.00% | +16,035+342.4% | Added |
| Personal Cfo Solutions, LLC | 20,572 | $334.1K | 0.06% | +1,664+8.8% | Added |
| State Board of Administration of Florida Retirement System | 20,560 | $333.9K | 0.00% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 20,508 | $330.0K | 0.00% | +31+0.2% | Added |
| Captrust Financial Advisors | 20,131 | $326.9K | 0.00% | −22,470−52.7% | Reduced |
| Deerfield Management Company, L.P. (Series C) | 19,732 | $320.4K | 0.01% | +19,732 | New |
| Baird Financial Group, Inc. | 19,451 | $315.9K | 0.00% | −224−1.1% | Reduced |
| Arizona State Retirement System | 19,281 | $313.1K | 0.00% | −344−1.8% | Reduced |
| MML Investors Services, LLC | 19,267 | $313.0K | 0.00% | +2,850+17.4% | Added |
| Cambridge Investment Research Advisors, Inc. | 19,175 | $311.0K | 0.00% | −763−3.8% | Reduced |
| Raymond James & Associates | 18,378 | $298.5K | 0.00% | +543+3.0% | Added |
| PEAK6 Investments LLC | 18,263 | $296.6K | 0.01% | +18,263 | New |
| Cary Street Partner Investment Advisory LLC | 17,890 | $290.5K | 0.01% | −8,170−31.4% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 17,566 | $285.3K | 0.00% | +3,881+28.4% | Added |
| Public Employees Retirement Association of Colorado | 17,495 | $284.0K | 0.00% | 00.0% | Unchanged |
| Prudential Financial Inc | 16,501 | $268.0K | 0.00% | +2,487+17.7% | Added |
| Keybank National Association | 15,796 | $256.5K | 0.00% | −5,810−26.9% | Reduced |
| Verdence Capital Advisors LLC | 15,655 | $254.2K | 0.02% | −5,765−26.9% | Reduced |
| Comerica Bank | 15,643 | $254.0K | 0.00% | +1,409+9.9% | Added |
| Simon Quick Advisors, LLC | 14,834 | $240.9K | 0.02% | −706−4.5% | Reduced |
| Commerce Bank | 14,555 | $236.4K | 0.00% | −3,069−17.4% | Reduced |
| First Bank & Trust | 13,536 | $219.8K | 0.05% | +1,083+8.7% | Added |
| Kestra Advisory Services, LLC | 12,907 | $209.6K | 0.00% | +12,907 | New |
| Cetera Investment Advisers | 12,634 | $205.2K | 0.00% | −2,145−14.5% | Reduced |
| Mariner, LLC | 12,591 | $204.5K | 0.00% | −4,538−26.5% | Reduced |
| M&T Bank Corp | 12,175 | $197.5K | 0.00% | +357+3.0% | Added |
| ProShare Advisors LLC | 11,927 | $193.7K | 0.00% | +11,927 | New |
| Diligent Investors, LLC | 11,586 | $188.2K | 0.05% | −97−0.8% | Reduced |
| Commonwealth Equity Services, LLC | 11,488 | $187.0K | 0.00% | +11,488 | New |
| HSBC Holdings PLC | 11,232 | $180.9K | 0.00% | −3,952−26.0% | Reduced |
| Janney Montgomery Scott LLC | 10,438 | $170.0K | 0.00% | +10,438 | New |
| Waterloo Capital, L.P. | 10,435 | $169.5K | 0.03% | +10,435 | New |
| Handelsbanken Fonder AB | 10,400 | $169.0K | 0.00% | +10,400 | New |
| Cerity Partners LLC | 10,264 | $166.7K | 0.00% | +10,264 | New |
| Amalgamated Bank | 10,073 | $164.0K | 0.00% | −685−6.4% | Reduced |
| Parallel Advisors, LLC | 9,924 | $161.2K | 0.00% | +1,033+11.6% | Added |
| Caption Management, LLC | 8,742 | $142.0K | 0.02% | +8,742 | New |
| The PNC Financial Services Group, Inc. | 7,263 | $118.0K | 0.00% | +172+2.4% | Added |
| Ameritas Investment Partners, Inc. | 7,158 | $116.2K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 6,888 | $111.9K | 0.01% | 00.0% | Unchanged |
| Great West Life Assurance Co | 6,846 | $110.0K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 6,081 | $98.8K | 0.00% | +544+9.8% | Added |
| Walleye Trading LLC | 5,760 | $93.5K | 0.00% | +2,814+95.5% | Added |
| Delta Asset Management LLC | 5,000 | $81.2K | 0.01% | +2,500+100.0% | Added |
| Metropolitan Life Insurance Co | 4,422 | $71.8K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 3,464 | $56.3K | 0.01% | +1,891+120.2% | Added |
| EntryPoint Capital, LLC | 3,363 | $54.6K | 0.05% | +3,363 | New |
| FMR LLC | 3,036 | $49.3K | 0.00% | +1,218+67.0% | Added |
| State of Wyoming | 2,736 | $44.4K | 0.01% | +342+14.3% | Added |
| Proequities, Inc. | 2,158 | $35.2K | 0.00% | +92+4.5% | Added |
| Newton One Investments LLC | 1,669 | $27.1K | 0.01% | −338−16.8% | Reduced |
| Assetmark, Inc | 1,540 | $25.0K | 0.00% | −8−0.5% | Reduced |
| Quadrant Capital Group LLC | 1,332 | $21.6K | 0.00% | +783+142.6% | Added |
| McGlone Suttner Wealth Management, Inc. | 1,246 | $20.2K | 0.00% | +1,246 | New |
| Steward Partners Investment Advisory, LLC | 1,200 | $19.5K | 0.00% | +400+50.0% | Added |
| Advisory Services Network, LLC | 1,190 | $19.3K | 0.00% | +1,190 | New |
| Salem Investment Counselors Inc | 1,000 | $16.3K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 1,000 | $13.4K | 0.00% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 800 | $13.0K | 0.01% | 00.0% | Unchanged |
| First Manhattan Co | 775 | $12.6K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 705 | $11.5K | 0.00% | +34+5.1% | Added |
| Signaturefd, LLC | 684 | $11.1K | 0.00% | +454+197.4% | Added |
| Hazlett, Burt & Watson, Inc. | 650 | $11.0K | 0.01% | 00.0% | Unchanged |
| Spire Wealth Management | 630 | $10.2K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 610 | $10.0K | 0.00% | +510+510.0% | Added |
| Principal Securities, Inc. | 567 | $9.21K | 0.00% | +567 | New |
| Raleigh Capital Management Inc. | 401 | $6.50K | 0.00% | −15−3.6% | Reduced |
| Scarborough Advisors, LLC | 395 | $6.42K | 0.00% | +395 | New |
| GWM Advisors LLC | 389 | $6.32K | 0.00% | +389 | New |
| Global Retirement Partners, LLC | 380 | $6.26K | 0.00% | +172+82.7% | Added |
| Private Trust Co NA | 352 | $5.72K | 0.00% | −180−33.8% | Reduced |
| NBC Securities, Inc. | 253 | $4.00K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 219 | $3.73K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 184 | $3.26K | 0.00% | +184 | New |
| BOK Financial Private Wealth, Inc. | 152 | $2.47K | 0.00% | +152 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 138 | $2.24K | 0.00% | −87−38.7% | Reduced |
| Ronald Blue Trust, Inc. | 170 | $2.00K | 0.00% | +170 | New |
| 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 |
| IFP Advisors, Inc | 90 | $1.46K | 0.00% | −100−52.6% | Reduced |
| Huntington National Bank | 80 | $1.30K | 0.00% | −103−56.3% | Reduced |
| Allworth Financial LP | 72 | $1.17K | 0.00% | −100−58.1% | Reduced |
| Neo Ivy Capital Management | 36 | $1.00K | 0.00% | +36 | New |
| Central Trust Co | 43 | $699 | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 20 | $325 | 0.00% | +20 | New |
| JFS Wealth Advisors, LLC | 8 | $130 | 0.00% | +1+14.3% | Added |