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, Q2 2024
Institutional positions in Utz Brands, Inc. as of Jun 30, 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
- 217
- +19 vs. Q1 2024
- Shares held
- 74.8M
- +710.8K (+1.0%) vs. Q1 2024
- Total value
- $1.24B
- −$123.3M (−9.0%) vs. Q1 2024
- New holders
- 39
- 78 more added
- Sold out
- 20
- 75 more reduced
1 institution that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2024: 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, Q2 2024
Shares, value and share of portfolio for each institution holding Utz Brands, Inc.; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Covestor Ltd | 7 | $0 | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 2 | $33 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 6 | $100 | 0.00% | +1+20.0% | Added |
| SJS Investment Consulting Inc. | 7 | $117 | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 20 | $333 | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 30 | $500 | 0.00% | +18+150.0% | Added |
| Allworth Financial LP | 41 | $641 | 0.00% | +21+105.0% | Added |
| Farther Finance Advisors, LLC | 47 | $782 | 0.00% | +47 | New |
| Fuller & Thaler Asset Management, Inc. | 87 | $1.45K | 0.00% | −1,256−93.5% | Reduced |
| Main Street Group, LTD | 100 | $1.66K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 100 | $1.66K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 100 | $1.66K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 128 | $2.00K | 0.00% | −125−49.4% | Reduced |
| Nisa Investment Advisors, LLC | 133 | $2.23K | 0.00% | −4−2.9% | Reduced |
| Ronald Blue Trust, Inc. | 132 | $2.43K | 0.00% | +132 | New |
| Whittier Trust Co | 152 | $2.53K | 0.00% | +152 | New |
| Financial Network Wealth Advisors LLC | 176 | $2.93K | 0.00% | +176 | New |
| International Assets Investment Management, LLC | 201 | $3.35K | 0.00% | +201 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 219 | $3.64K | 0.00% | 00.0% | Unchanged |
| Triad Wealth Partners, LLC | 247 | $4.11K | 0.00% | +247 | New |
| Macquarie Group Ltd | 291 | $4.84K | 0.00% | +291 | New |
| Private Trust Co NA | 312 | $5.19K | 0.00% | −40−11.4% | Reduced |
| Global Retirement Partners, LLC | 339 | $5.64K | 0.00% | −41−10.8% | Reduced |
| GAMMA Investing LLC | 390 | $6.49K | 0.00% | +191+96.0% | Added |
| EverSource Wealth Advisors, LLC | 480 | $7.12K | 0.00% | +471+5,233.3% | Added |
| VitalStone Financial, LLC | 471 | $7.84K | 0.01% | −174−27.0% | Reduced |
| Opal Wealth Advisors, LLC | 491 | $8.17K | 0.00% | +37+8.1% | Added |
| Steward Partners Investment Advisory, LLC | 500 | $8.32K | 0.00% | −300−37.5% | Reduced |
| Mercer Global Advisors Inc | 119,043 | $9.06K | 0.00% | +119,043 | New |
| US Bancorp | 574 | $9.55K | 0.00% | −122−17.5% | Reduced |
| Spire Wealth Management | 600 | $9.98K | 0.00% | −30−4.8% | Reduced |
| Principal Securities, Inc. | 624 | $10.4K | 0.00% | +195+45.5% | Added |
| Mather Group, LLC. | 567 | $10.5K | 0.00% | +18+3.3% | Added |
| Hazlett, Burt & Watson, Inc. | 650 | $11.0K | 0.01% | 00.0% | Unchanged |
| Signaturefd, LLC | 684 | $11.4K | 0.00% | −47−6.4% | Reduced |
| CWM, LLC | 707 | $12.0K | 0.00% | +73+11.5% | Added |
| Carolina Wealth Advisors, LLC | 800 | $13.3K | 0.01% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 1,000 | $16.3K | 0.00% | −180−15.3% | Reduced |
| Beacon Capital Management, LLC | 1,000 | $16.6K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 1,000 | $16.7K | 0.00% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 1,258 | $21.0K | 0.00% | −20−1.6% | Reduced |
| Quadrant Capital Group LLC | 1,332 | $22.2K | 0.00% | 00.0% | Unchanged |
| Newton One Investments LLC | 1,679 | $27.9K | 0.01% | +5+0.3% | Added |
| Assetmark, Inc | 1,981 | $33.0K | 0.00% | +441+28.6% | Added |
| Proequities, Inc. | 2,180 | $36.4K | 0.00% | −27−1.2% | Reduced |
| Amalgamated Bank | 2,462 | $41.0K | 0.00% | +160+7.0% | Added |
| Fifth Third Bancorp | 2,665 | $44.3K | 0.00% | +2,665 | New |
| Brown Brothers Harriman & Co | 2,775 | $46.2K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 2,979 | $49.6K | 0.01% | −2,013−40.3% | Reduced |
| SRS Capital Advisors, Inc. | 4,008 | $66.7K | 0.01% | +534+15.4% | Added |
| EntryPoint Capital, LLC | 4,607 | $76.7K | 0.04% | +4,607 | New |
| Canada Pension Plan Investment Board | 4,800 | $79.9K | 0.00% | +4,800 | New |
| Delta Asset Management LLC | 5,000 | $83.2K | 0.01% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 5,063 | $84.2K | 0.01% | −987−16.3% | Reduced |
| Northwest & Ethical Investments L.P. | 5,100 | $84.9K | 0.00% | +5,100 | New |
| Advisor Group Holdings, Inc. | 5,511 | $91.7K | 0.00% | −1,071−16.3% | Reduced |
| First Horizon Advisors, Inc. | 5,930 | $98.7K | 0.00% | +161+2.8% | Added |
| SG Americas Securities, LLC | 6,200 | $103.0K | 0.00% | +6,200 | New |
| Ameritas Investment Partners, Inc. | 6,371 | $106.0K | 0.00% | −787−11.0% | Reduced |
| FMR LLC | 8,130 | $135.3K | 0.00% | +4,741+139.9% | Added |
| Parallel Advisors, LLC | 9,320 | $155.1K | 0.00% | −356−3.7% | Reduced |
| The PNC Financial Services Group, Inc. | 9,461 | $157.4K | 0.00% | +2,267+31.5% | Added |
| Diligent Investors, LLC | 10,389 | $172.9K | 0.04% | −498−4.6% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 10,671 | $178.0K | 0.00% | −11,657−52.2% | Reduced |
| Cerity Partners LLC | 10,965 | $182.5K | 0.00% | +51+0.5% | Added |
| XTX Topco Ltd | 11,099 | $184.7K | 0.02% | +11,099 | New |
| MQS Management LLC | 11,249 | $187.2K | 0.11% | +11,249 | New |
| M&T Bank Corp | 11,276 | $187.2K | 0.00% | −69−0.6% | Reduced |
| RSM US Wealth Management LLC | 11,724 | $195.1K | 0.00% | +11,724 | New |
| Cetera Investment Advisers | 11,814 | $196.6K | 0.00% | −1,065−8.3% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 11,838 | $197.0K | 0.00% | +1,228+11.6% | Added |
| Kestra Advisory Services, LLC | 12,034 | $200.2K | 0.00% | +183+1.5% | Added |
| Atria Investments LLC | 12,064 | $200.7K | 0.00% | +12,064 | New |
| Public Employees Retirement Association of Colorado | 12,759 | $212.0K | 0.00% | −4,736−27.1% | Reduced |
| First Bank & Trust | 13,554 | $225.5K | 0.05% | +347+2.6% | Added |
| Tower Research Capital LLC (TRC) | 13,988 | $232.8K | 0.00% | +13,041+1,377.1% | Added |
| Simon Quick Advisors, LLC | 14,841 | $247.0K | 0.02% | +70.0% | Added |
| Aigen Investment Management, LP | 14,974 | $249.2K | 0.05% | +14,974 | New |
| Citigroup Inc | 15,924 | $265.0K | 0.00% | −14,111−47.0% | Reduced |
| Raymond James & Associates | 15,966 | $265.7K | 0.00% | −1,549−8.8% | Reduced |
| Comerica Bank | 16,238 | $270.2K | 0.00% | −253−1.5% | Reduced |
| Cary Street Partner Investment Advisory LLC | 16,534 | $275.1K | 0.01% | −756−4.4% | Reduced |
| MML Investors Services, LLC | 16,854 | $280.0K | 0.00% | −2,538−13.1% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 17,566 | $292.3K | 0.00% | 00.0% | Unchanged |
| Waterloo Capital, L.P. | 17,885 | $297.6K | 0.04% | −322−1.8% | Reduced |
| Verdence Capital Advisors LLC | 18,506 | $307.9K | 0.03% | −4,240−18.6% | Reduced |
| Commerce Bank | 18,560 | $308.8K | 0.00% | +3,980+27.3% | Added |
| Diversify Wealth Management, LLC | 19,074 | $309.2K | 0.04% | +19,074 | New |
| Schonfeld Strategic Advisors LLC | 18,714 | $311.4K | 0.00% | +18,714 | New |
| Handelsbanken Fonder AB | 18,900 | $314.0K | 0.00% | 00.0% | Unchanged |
| Arizona State Retirement System | 19,371 | $322.3K | 0.00% | +416+2.2% | Added |
| Personal Cfo Solutions, LLC | 20,058 | $333.8K | 0.05% | −653−3.2% | Reduced |
| State Board of Administration of Florida Retirement System | 20,560 | $342.1K | 0.00% | +20,560 | New |
| Smith Group Asset Management, LLC | 21,815 | $363.0K | 0.03% | +21,815 | New |
| HighTower Advisors, LLC | 22,944 | $378.0K | 0.00% | +943+4.3% | Added |
| Dark Forest Capital Management LP | 22,754 | $378.6K | 0.07% | +22,754 | New |
| PEAK6 Investments LLC | 23,440 | $390.0K | 0.02% | −64,908−73.5% | Reduced |
| Voya Investment Management LLC | 23,472 | $390.6K | 0.00% | −622−2.6% | Reduced |
| Great West Life Assurance Co | 23,981 | $399.0K | 0.00% | +17,135+250.3% | Added |
| Keybank National Association | 24,012 | $399.6K | 0.00% | +5,079+26.8% | Added |