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, Q3 2024
Institutional positions in Utz Brands, Inc. as of Sep 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
- 213
- −2 vs. Q2 2024
- Shares held
- 75.3M
- +6.20M (+9.0%) vs. Q2 2024
- Total value
- $1.33B
- +$184.8M (+16.1%) vs. Q2 2024
- New holders
- 33
- 62 more added
- Sold out
- 35
- 80 more reduced
2 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2024
Shares, value and share of portfolio for each institution holding Utz Brands, Inc.; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Covestor Ltd | 6 | $0 | 0.00% | −1−14.3% | Reduced |
| Hemington Wealth Management | 12 | $0 | 0.00% | +12 | New |
| Mather Group, LLC. | 1 | $15 | 0.00% | −566−99.8% | Reduced |
| Huntington National Bank | 2 | $35 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 6 | $107 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 7 | $124 | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 9 | $159 | 0.00% | −38−80.9% | Reduced |
| JFS Wealth Advisors, LLC | 21 | $372 | 0.00% | −9−30.0% | Reduced |
| Bruce G. Allen Investments, LLC | 25 | $443 | 0.00% | +25 | New |
| Quest Partners LLC | 35 | $620 | 0.00% | +35 | New |
| Smartleaf Asset Management LLC | 36 | $644 | 0.00% | +36 | New |
| Lindbrook Capital, LLC | 38 | $673 | 0.00% | +18+90.0% | Added |
| Allworth Financial LP | 41 | $726 | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 50 | $885 | 0.00% | +50 | New |
| Nisa Investment Advisors, LLC | 56 | $995 | 0.00% | −77−57.9% | Reduced |
| Umb Bank N A | 63 | $1.11K | 0.00% | +63 | New |
| Northwestern Mutual Wealth Management Co | 100 | $1.77K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 100 | $1.77K | 0.00% | 00.0% | Unchanged |
| Main Street Group, LTD | 100 | $1.77K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 100 | $1.79K | 0.00% | +100 | New |
| Sterling Capital Management LLC | 112 | $1.98K | 0.00% | +112 | New |
| NBC Securities, Inc. | 128 | $2.00K | 0.00% | 00.0% | Unchanged |
| Group One Trading, L.P. | 122 | $2.16K | 0.00% | +122 | New |
| Financial Network Wealth Advisors LLC | 176 | $3.12K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 219 | $3.88K | 0.00% | 00.0% | Unchanged |
| Harbor Capital Advisors, Inc. | 247 | $4.00K | 0.00% | +247 | New |
| EverSource Wealth Advisors, LLC | 257 | $4.55K | 0.00% | −223−46.5% | Reduced |
| Johnson Financial Group, Inc. | 265 | $4.71K | 0.00% | +265 | New |
| Private Trust Co NA | 312 | $5.52K | 0.00% | 00.0% | Unchanged |
| Aster Capital Management (DIFC) Ltd | 333 | $5.89K | 0.00% | +333 | New |
| Global Retirement Partners, LLC | 339 | $6.00K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 421 | $7.45K | 0.00% | +421 | New |
| VitalStone Financial, LLC | 471 | $8.34K | 0.01% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 484 | $8.57K | 0.00% | +484 | New |
| Spire Wealth Management | 486 | $8.60K | 0.00% | −114−19.0% | Reduced |
| Steward Partners Investment Advisory, LLC | 500 | $8.85K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 513 | $9.07K | 0.00% | −61−10.6% | Reduced |
| Catalyst Funds Management Pty Ltd | 600 | $10.6K | 0.00% | +600 | New |
| GAMMA Investing LLC | 649 | $11.5K | 0.00% | +259+66.4% | Added |
| Principal Securities, Inc. | 677 | $12.0K | 0.00% | +53+8.5% | Added |
| Carolina Wealth Advisors, LLC | 800 | $14.2K | 0.01% | 00.0% | Unchanged |
| CWM, LLC | 890 | $16.0K | 0.00% | +183+25.9% | Added |
| Signaturefd, LLC | 920 | $16.3K | 0.00% | +236+34.5% | Added |
| CIBC Private Wealth Group, LLC | 1,000 | $17.7K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 1,000 | $17.8K | 0.00% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 1,006 | $17.8K | 0.00% | +1,006 | New |
| Ronald Blue Trust, Inc. | 1,219 | $20.3K | 0.00% | +1,087+823.5% | Added |
| CBIZ Investment Advisory Services, LLC | 1,349 | $24.0K | 0.00% | +91+7.2% | Added |
| Quadrant Capital Group LLC | 1,549 | $27.4K | 0.00% | +217+16.3% | Added |
| Assetmark, Inc | 1,967 | $34.8K | 0.00% | −14−0.7% | Reduced |
| Proequities, Inc. | 2,098 | $37.3K | 0.00% | −82−3.8% | Reduced |
| Amalgamated Bank | 2,218 | $39.0K | 0.00% | −244−9.9% | Reduced |
| Simplex Trading, LLC | 2,385 | $42.0K | 0.00% | +2,385 | New |
| Parkside Financial Bank & Trust | 2,454 | $43.4K | 0.01% | +2,454 | New |
| Fifth Third Bancorp | 2,665 | $47.2K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 2,775 | $49.1K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 3,619 | $64.1K | 0.00% | −10,369−74.1% | Reduced |
| SRS Capital Advisors, Inc. | 3,979 | $70.4K | 0.01% | −29−0.7% | Reduced |
| Harbor Investment Advisory, LLC | 4,084 | $72.3K | 0.01% | −979−19.3% | Reduced |
| State of Wyoming | 4,337 | $76.8K | 0.01% | +1,358+45.6% | Added |
| Delta Asset Management LLC | 5,000 | $88.5K | 0.01% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 5,833 | $103.2K | 0.00% | −97−1.6% | Reduced |
| FMR LLC | 6,343 | $112.3K | 0.00% | −1,787−22.0% | Reduced |
| Ameritas Investment Partners, Inc. | 6,371 | $112.8K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 6,735 | $119.2K | 0.00% | +1,224+22.2% | Added |
| nVerses Capital, LLC | 8,000 | $141.6K | 0.06% | +8,000 | New |
| Parallel Advisors, LLC | 9,320 | $165.0K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 9,657 | $170.9K | 0.00% | +196+2.1% | Added |
| Cetera Investment Advisers | 10,505 | $185.9K | 0.00% | −1,309−11.1% | Reduced |
| Cary Street Partner Investment Advisory LLC | 10,634 | $188.2K | 0.01% | −5,900−35.7% | Reduced |
| M&T Bank Corp | 10,667 | $189.0K | 0.00% | −609−5.4% | Reduced |
| ExodusPoint Capital Management, LP | 11,036 | $195.0K | 0.00% | −89,309−89.0% | Reduced |
| Cerity Partners LLC | 11,250 | $199.1K | 0.00% | +285+2.6% | Added |
| Brevan Howard Capital Management LP | 11,314 | $200.3K | 0.01% | +11,314 | New |
| Fox Run Management, L.L.C. | 11,357 | $201.0K | 0.04% | +11,357 | New |
| Envestnet Portfolio Solutions, Inc. | 11,388 | $201.6K | 0.00% | −450−3.8% | Reduced |
| RSM US Wealth Management LLC | 11,672 | $211.0K | 0.00% | −52−0.4% | Reduced |
| ProShare Advisors LLC | 12,290 | $217.5K | 0.00% | +12,290 | New |
| First Bank & Trust | 12,660 | $224.1K | 0.04% | −894−6.6% | Reduced |
| Public Employees Retirement Association of Colorado | 12,759 | $226.0K | 0.00% | 00.0% | Unchanged |
| MML Investors Services, LLC | 13,347 | $236.0K | 0.00% | −3,507−20.8% | Reduced |
| Kestra Advisory Services, LLC | 14,988 | $265.3K | 0.00% | +2,954+24.5% | Added |
| Simon Quick Advisors, LLC | 15,017 | $265.8K | 0.02% | +176+1.2% | Added |
| Comerica Bank | 15,473 | $273.9K | 0.00% | −765−4.7% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 15,617 | $276.0K | 0.00% | +4,946+46.3% | Added |
| Dynamic Technology Lab Private Ltd | 15,877 | $281.0K | 0.03% | −43,692−73.3% | Reduced |
| Neo Ivy Capital Management | 15,920 | $282.0K | 0.09% | +15,920 | New |
| Diversify Wealth Management, LLC | 17,470 | $292.6K | 0.03% | −1,604−8.4% | Reduced |
| Intech Investment Management LLC | 16,987 | $300.7K | 0.00% | +16,987 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 17,566 | $310.9K | 0.00% | 00.0% | Unchanged |
| Commerce Bank | 18,000 | $318.6K | 0.00% | −560−3.0% | Reduced |
| Handelsbanken Fonder AB | 18,900 | $335.0K | 0.00% | 00.0% | Unchanged |
| Baird Financial Group, Inc. | 19,700 | $348.7K | 0.00% | −11,664−37.2% | Reduced |
| Arizona State Retirement System | 19,941 | $353.0K | 0.00% | +570+2.9% | Added |
| Shay Capital LLC | 20,000 | $354.0K | 0.10% | +20,000 | New |
| HighTower Advisors, LLC | 20,237 | $358.0K | 0.00% | −2,707−11.8% | Reduced |
| Personal Cfo Solutions, LLC | 20,442 | $361.8K | 0.05% | +384+1.9% | Added |
| State Board of Administration of Florida Retirement System | 20,560 | $363.9K | 0.00% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 20,707 | $366.5K | 0.00% | −6,900−25.0% | Reduced |
| Voya Investment Management LLC | 21,400 | $378.8K | 0.00% | −2,072−8.8% | Reduced |