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, Q1 2024
Institutional positions in Utz Brands, Inc. as of Mar 31, 2024. 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
- 199
- −3 vs. Q4 2023
- Shares held
- 74.2M
- +3.32M (+4.7%) vs. Q4 2023
- Total value
- $1.37B
- +$216.7M (+18.8%) vs. Q4 2023
- New holders
- 25
- 79 more added
- Sold out
- 28
- 64 more reduced
2 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding Utz Brands, Inc.; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Covestor Ltd | 7 | $0 | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 2 | $37 | 0.00% | −78−97.5% | Reduced |
| Rothschild Investment LLC | 5 | $92 | 0.00% | +5 | New |
| DiNuzzo Private Wealth, Inc. | 5 | $93 | 0.00% | +3+150.0% | Added |
| SJS Investment Consulting Inc. | 7 | $130 | 0.00% | +2+40.0% | Added |
| EverSource Wealth Advisors, LLC | 9 | $162 | 0.00% | +9 | New |
| JFS Wealth Advisors, LLC | 12 | $222 | 0.00% | +4+50.0% | Added |
| Allworth Financial LP | 20 | $369 | 0.00% | −52−72.2% | Reduced |
| Lindbrook Capital, LLC | 20 | $369 | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 26 | $479 | 0.00% | +26 | New |
| Quest Partners LLC | 75 | $1.38K | 0.00% | +75 | New |
| IFP Advisors, Inc | 90 | $1.66K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 100 | $1.84K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 100 | $1.84K | 0.00% | 00.0% | Unchanged |
| Main Street Group, LTD | 100 | $1.86K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 137 | $2.53K | 0.00% | +137 | New |
| Park Place Capital Corp | 175 | $3.23K | 0.00% | +175 | New |
| GAMMA Investing LLC | 199 | $3.67K | 0.00% | +15+8.2% | Added |
| NBC Securities, Inc. | 253 | $4.00K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 219 | $4.04K | 0.00% | 00.0% | Unchanged |
| Catalyst Funds Management Pty Ltd | 300 | $5.53K | 0.00% | +300 | New |
| Private Trust Co NA | 352 | $6.49K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 380 | $7.01K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 429 | $7.91K | 0.00% | −138−24.3% | Reduced |
| Opal Wealth Advisors, LLC | 454 | $8.37K | 0.00% | +454 | New |
| Mather Group, LLC. | 549 | $8.91K | 0.00% | +549 | New |
| CoreCap Advisors, LLC | 484 | $8.93K | 0.00% | +484 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 536 | $9.88K | 0.00% | +398+288.4% | Added |
| Spire Wealth Management | 630 | $11.6K | 0.00% | 00.0% | Unchanged |
| VitalStone Financial, LLC | 645 | $12.0K | 0.01% | −28,785−97.8% | Reduced |
| Hazlett, Burt & Watson, Inc. | 650 | $12.0K | 0.01% | 00.0% | Unchanged |
| CWM, LLC | 634 | $12.0K | 0.00% | +24+3.9% | Added |
| US Bancorp | 696 | $12.8K | 0.00% | −9−1.3% | Reduced |
| Signaturefd, LLC | 731 | $13.5K | 0.00% | +47+6.9% | Added |
| First Manhattan Co | 775 | $14.3K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 800 | $14.8K | 0.00% | −400−33.3% | Reduced |
| Carolina Wealth Advisors, LLC | 800 | $14.8K | 0.01% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 947 | $17.5K | 0.00% | −19,771−95.4% | Reduced |
| Salem Investment Counselors Inc | 1,000 | $18.4K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 1,000 | $18.4K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 1,180 | $22.0K | 0.00% | +1,180 | New |
| CBIZ Investment Advisory Services, LLC | 1,278 | $23.6K | 0.00% | +1,278 | New |
| Quadrant Capital Group LLC | 1,332 | $24.6K | 0.00% | 00.0% | Unchanged |
| Fuller & Thaler Asset Management, Inc. | 1,343 | $24.8K | 0.00% | +1,343 | New |
| Assetmark, Inc | 1,540 | $28.4K | 0.00% | 00.0% | Unchanged |
| Newton One Investments LLC | 1,674 | $30.9K | 0.01% | +5+0.3% | Added |
| Proequities, Inc. | 2,207 | $40.7K | 0.00% | +49+2.3% | Added |
| Amalgamated Bank | 2,302 | $42.0K | 0.00% | −7,771−77.1% | Reduced |
| Citadel Advisors LLC | 2,285 | $42.1K | 0.00% | −284,865−99.2% | Reduced |
| Brown Brothers Harriman & Co | 2,775 | $51.2K | 0.00% | +2,775 | New |
| FMR LLC | 3,389 | $62.5K | 0.00% | +353+11.6% | Added |
| SRS Capital Advisors, Inc. | 3,474 | $64.1K | 0.01% | +10+0.3% | Added |
| Metropolitan Life Insurance Co | 3,867 | $71.3K | 0.00% | −555−12.6% | Reduced |
| State of Wyoming | 4,992 | $92.1K | 0.02% | +2,256+82.5% | Added |
| Delta Asset Management LLC | 5,000 | $92.2K | 0.01% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 5,769 | $106.4K | 0.00% | −312−5.1% | Reduced |
| Harbor Investment Advisory, LLC | 6,050 | $111.6K | 0.01% | −838−12.2% | Reduced |
| Advisor Group Holdings, Inc. | 6,582 | $121.3K | 0.00% | −96,159−93.6% | Reduced |
| Great West Life Assurance Co | 6,846 | $126.0K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 7,158 | $132.0K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 7,194 | $132.7K | 0.00% | −69−1.0% | Reduced |
| Parallel Advisors, LLC | 9,676 | $178.4K | 0.00% | −248−2.5% | Reduced |
| D. E. Shaw & Co., Inc. | 10,430 | $192.3K | 0.00% | −13,406−56.2% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 10,610 | $195.7K | 0.00% | +10,610 | New |
| Gotham Asset Management, LLC | 10,693 | $197.2K | 0.00% | +10,693 | New |
| Diligent Investors, LLC | 10,887 | $200.8K | 0.05% | −699−6.0% | Reduced |
| Cerity Partners LLC | 10,914 | $201.3K | 0.00% | +650+6.3% | Added |
| M&T Bank Corp | 11,345 | $209.1K | 0.00% | −830−6.8% | Reduced |
| HRT Financial LP | 11,529 | $212.0K | 0.00% | −94,697−89.1% | Reduced |
| Kestra Advisory Services, LLC | 11,851 | $218.5K | 0.00% | −1,056−8.2% | Reduced |
| Cetera Investment Advisers | 12,879 | $237.5K | 0.00% | +245+1.9% | Added |
| ProShare Advisors LLC | 12,944 | $238.7K | 0.00% | +1,017+8.5% | Added |
| Quantbot Technologies LP | 12,987 | $239.5K | 0.01% | +12,987 | New |
| First Bank & Trust | 13,207 | $243.5K | 0.05% | −329−2.4% | Reduced |
| Mariner, LLC | 14,042 | $258.9K | 0.00% | +1,451+11.5% | Added |
| Commerce Bank | 14,580 | $268.9K | 0.00% | +25+0.2% | Added |
| Simon Quick Advisors, LLC | 14,834 | $273.5K | 0.02% | 00.0% | Unchanged |
| Comerica Bank | 16,491 | $304.1K | 0.00% | +848+5.4% | Added |
| Cary Street Partner Investment Advisory LLC | 17,290 | $318.8K | 0.01% | −600−3.4% | Reduced |
| Raymond James & Associates | 17,515 | $323.0K | 0.00% | −863−4.7% | Reduced |
| ExodusPoint Capital Management, LP | 17,514 | $323.0K | 0.00% | −16,330−48.3% | Reduced |
| Public Employees Retirement Association of Colorado | 17,495 | $323.0K | 0.00% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 17,566 | $323.9K | 0.00% | 00.0% | Unchanged |
| First National Bank of Omaha | 23,266 | $327.6K | 0.02% | +23,266 | New |
| Waterloo Capital, L.P. | 18,207 | $335.7K | 0.04% | +7,772+74.5% | Added |
| Handelsbanken Fonder AB | 18,900 | $349.0K | 0.00% | +8,500+81.7% | Added |
| Keybank National Association | 18,933 | $349.1K | 0.00% | +3,137+19.9% | Added |
| Arizona State Retirement System | 18,955 | $349.5K | 0.00% | −326−1.7% | Reduced |
| MML Investors Services, LLC | 19,392 | $358.0K | 0.00% | +125+0.6% | Added |
| Diversify Advisory Services, LLC | 19,296 | $359.1K | 0.02% | +19,296 | New |
| Truist Financial Corp | 20,033 | $369.4K | 0.00% | −1,459−6.8% | Reduced |
| Personal Cfo Solutions, LLC | 20,711 | $381.9K | 0.06% | +139+0.7% | Added |
| HighTower Advisors, LLC | 22,001 | $402.0K | 0.00% | +1,493+7.3% | Added |
| Cambridge Investment Research Advisors, Inc. | 22,328 | $412.0K | 0.00% | +3,153+16.4% | Added |
| Verdence Capital Advisors LLC | 22,746 | $419.4K | 0.04% | +7,091+45.3% | Added |
| Voya Investment Management LLC | 24,094 | $444.3K | 0.00% | −5,456−18.5% | Reduced |
| Beacon Investment Advisors LLC | 24,366 | $449.3K | 0.26% | −40−0.2% | Reduced |
| Prudential Financial Inc | 24,404 | $450.0K | 0.00% | +7,903+47.9% | Added |
| Legacy Wealth Asset Management, LLC | 25,914 | $477.9K | 0.13% | +2,949+12.8% | Added |
| Mirae Asset Global Investments Co., Ltd. | 28,306 | $481.8K | 0.00% | −3,468−10.9% | Reduced |