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 |
|---|---|---|---|---|---|
| Legacy Wealth Asset Management, LLC | 25,914 | $477.9K | 0.13% | +2,949+12.8% | Added |
| Prudential Financial Inc | 24,404 | $450.0K | 0.00% | +7,903+47.9% | Added |
| Beacon Investment Advisors LLC | 24,366 | $449.3K | 0.26% | −40−0.2% | Reduced |
| Voya Investment Management LLC | 24,094 | $444.3K | 0.00% | −5,456−18.5% | Reduced |
| Verdence Capital Advisors LLC | 22,746 | $419.4K | 0.04% | +7,091+45.3% | Added |
| Cambridge Investment Research Advisors, Inc. | 22,328 | $412.0K | 0.00% | +3,153+16.4% | Added |
| HighTower Advisors, LLC | 22,001 | $402.0K | 0.00% | +1,493+7.3% | Added |
| Personal Cfo Solutions, LLC | 20,711 | $381.9K | 0.06% | +139+0.7% | Added |
| Truist Financial Corp | 20,033 | $369.4K | 0.00% | −1,459−6.8% | Reduced |
| Diversify Advisory Services, LLC | 19,296 | $359.1K | 0.02% | +19,296 | New |
| MML Investors Services, LLC | 19,392 | $358.0K | 0.00% | +125+0.6% | Added |
| Arizona State Retirement System | 18,955 | $349.5K | 0.00% | −326−1.7% | Reduced |
| Keybank National Association | 18,933 | $349.1K | 0.00% | +3,137+19.9% | Added |
| Handelsbanken Fonder AB | 18,900 | $349.0K | 0.00% | +8,500+81.7% | Added |
| Waterloo Capital, L.P. | 18,207 | $335.7K | 0.04% | +7,772+74.5% | Added |
| First National Bank of Omaha | 23,266 | $327.6K | 0.02% | +23,266 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 17,566 | $323.9K | 0.00% | 00.0% | Unchanged |
| 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 |
| Raymond James & Associates | 17,515 | $323.0K | 0.00% | −863−4.7% | Reduced |
| Cary Street Partner Investment Advisory LLC | 17,290 | $318.8K | 0.01% | −600−3.4% | Reduced |
| Comerica Bank | 16,491 | $304.1K | 0.00% | +848+5.4% | Added |
| Simon Quick Advisors, LLC | 14,834 | $273.5K | 0.02% | 00.0% | Unchanged |
| Commerce Bank | 14,580 | $268.9K | 0.00% | +25+0.2% | Added |
| Mariner, LLC | 14,042 | $258.9K | 0.00% | +1,451+11.5% | Added |
| First Bank & Trust | 13,207 | $243.5K | 0.05% | −329−2.4% | Reduced |
| Quantbot Technologies LP | 12,987 | $239.5K | 0.01% | +12,987 | New |
| ProShare Advisors LLC | 12,944 | $238.7K | 0.00% | +1,017+8.5% | Added |
| Cetera Investment Advisers | 12,879 | $237.5K | 0.00% | +245+1.9% | Added |
| Kestra Advisory Services, LLC | 11,851 | $218.5K | 0.00% | −1,056−8.2% | Reduced |
| HRT Financial LP | 11,529 | $212.0K | 0.00% | −94,697−89.1% | Reduced |
| M&T Bank Corp | 11,345 | $209.1K | 0.00% | −830−6.8% | Reduced |
| Cerity Partners LLC | 10,914 | $201.3K | 0.00% | +650+6.3% | Added |
| Diligent Investors, LLC | 10,887 | $200.8K | 0.05% | −699−6.0% | Reduced |
| Gotham Asset Management, LLC | 10,693 | $197.2K | 0.00% | +10,693 | New |
| Envestnet Portfolio Solutions, Inc. | 10,610 | $195.7K | 0.00% | +10,610 | New |
| D. E. Shaw & Co., Inc. | 10,430 | $192.3K | 0.00% | −13,406−56.2% | Reduced |
| Parallel Advisors, LLC | 9,676 | $178.4K | 0.00% | −248−2.5% | Reduced |
| The PNC Financial Services Group, Inc. | 7,194 | $132.7K | 0.00% | −69−1.0% | Reduced |
| Ameritas Investment Partners, Inc. | 7,158 | $132.0K | 0.00% | 00.0% | Unchanged |
| Great West Life Assurance Co | 6,846 | $126.0K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 6,582 | $121.3K | 0.00% | −96,159−93.6% | Reduced |
| Harbor Investment Advisory, LLC | 6,050 | $111.6K | 0.01% | −838−12.2% | Reduced |
| First Horizon Advisors, Inc. | 5,769 | $106.4K | 0.00% | −312−5.1% | Reduced |
| Delta Asset Management LLC | 5,000 | $92.2K | 0.01% | 00.0% | Unchanged |
| State of Wyoming | 4,992 | $92.1K | 0.02% | +2,256+82.5% | Added |
| Metropolitan Life Insurance Co | 3,867 | $71.3K | 0.00% | −555−12.6% | Reduced |
| SRS Capital Advisors, Inc. | 3,474 | $64.1K | 0.01% | +10+0.3% | Added |
| FMR LLC | 3,389 | $62.5K | 0.00% | +353+11.6% | Added |
| Brown Brothers Harriman & Co | 2,775 | $51.2K | 0.00% | +2,775 | New |
| Citadel Advisors LLC | 2,285 | $42.1K | 0.00% | −284,865−99.2% | Reduced |
| Amalgamated Bank | 2,302 | $42.0K | 0.00% | −7,771−77.1% | Reduced |
| Proequities, Inc. | 2,207 | $40.7K | 0.00% | +49+2.3% | Added |
| Newton One Investments LLC | 1,674 | $30.9K | 0.01% | +5+0.3% | Added |
| Assetmark, Inc | 1,540 | $28.4K | 0.00% | 00.0% | Unchanged |
| Fuller & Thaler Asset Management, Inc. | 1,343 | $24.8K | 0.00% | +1,343 | New |
| Quadrant Capital Group LLC | 1,332 | $24.6K | 0.00% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 1,278 | $23.6K | 0.00% | +1,278 | New |
| CIBC Private Wealth Group, LLC | 1,180 | $22.0K | 0.00% | +1,180 | New |
| 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 |
| Tower Research Capital LLC (TRC) | 947 | $17.5K | 0.00% | −19,771−95.4% | Reduced |
| 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 |
| First Manhattan Co | 775 | $14.3K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 731 | $13.5K | 0.00% | +47+6.9% | Added |
| US Bancorp | 696 | $12.8K | 0.00% | −9−1.3% | Reduced |
| 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 |
| Spire Wealth Management | 630 | $11.6K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 536 | $9.88K | 0.00% | +398+288.4% | Added |
| CoreCap Advisors, LLC | 484 | $8.93K | 0.00% | +484 | New |
| Mather Group, LLC. | 549 | $8.91K | 0.00% | +549 | New |
| Opal Wealth Advisors, LLC | 454 | $8.37K | 0.00% | +454 | New |
| Principal Securities, Inc. | 429 | $7.91K | 0.00% | −138−24.3% | Reduced |
| Global Retirement Partners, LLC | 380 | $7.01K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 352 | $6.49K | 0.00% | 00.0% | Unchanged |
| Catalyst Funds Management Pty Ltd | 300 | $5.53K | 0.00% | +300 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 219 | $4.04K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 253 | $4.00K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 199 | $3.67K | 0.00% | +15+8.2% | Added |
| Park Place Capital Corp | 175 | $3.23K | 0.00% | +175 | New |
| Nisa Investment Advisors, LLC | 137 | $2.53K | 0.00% | +137 | New |
| Main Street Group, LTD | 100 | $1.86K | 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 |
| IFP Advisors, Inc | 90 | $1.66K | 0.00% | 00.0% | Unchanged |
| Quest Partners LLC | 75 | $1.38K | 0.00% | +75 | New |
| Massmutual Trust Co FSB | 26 | $479 | 0.00% | +26 | New |
| Allworth Financial LP | 20 | $369 | 0.00% | −52−72.2% | Reduced |
| Lindbrook Capital, LLC | 20 | $369 | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 12 | $222 | 0.00% | +4+50.0% | Added |
| EverSource Wealth Advisors, LLC | 9 | $162 | 0.00% | +9 | New |
| SJS Investment Consulting Inc. | 7 | $130 | 0.00% | +2+40.0% | Added |
| DiNuzzo Private Wealth, Inc. | 5 | $93 | 0.00% | +3+150.0% | Added |
| Rothschild Investment LLC | 5 | $92 | 0.00% | +5 | New |
| Huntington National Bank | 2 | $37 | 0.00% | −78−97.5% | Reduced |
| Covestor Ltd | 7 | $0 | 0.00% | 00.0% | Unchanged |
| Weiss Multi-Strategy Advisers LLC | 0 | $0 | 0.00% | −185,057−100.0% | Sold out |