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 |
|---|---|---|---|---|---|
| Raymond James Financial Services Advisors, Inc. | 23,393 | $414.1K | 0.00% | −3,054−11.5% | Reduced |
| SG Americas Securities, LLC | 23,510 | $416.0K | 0.00% | +17,310+279.2% | Added |
| Great West Life Assurance Co | 23,981 | $425.0K | 0.00% | 00.0% | Unchanged |
| Keybank National Association | 24,012 | $425.0K | 0.00% | 00.0% | Unchanged |
| Beacon Investment Advisors LLC | 24,164 | $427.7K | 0.20% | +62+0.3% | Added |
| Truist Financial Corp | 24,250 | $429.2K | 0.00% | +41+0.2% | Added |
| D. E. Shaw & Co., Inc. | 25,391 | $449.4K | 0.00% | −30,271−54.4% | Reduced |
| Smith Group Asset Management, LLC | 27,093 | $479.5K | 0.04% | +5,278+24.2% | Added |
| Janus Henderson Group PLC | 27,504 | $486.7K | 0.00% | 00.0% | Unchanged |
| TownSquare Capital, LLC | 27,837 | $492.7K | 0.01% | −2,721−8.9% | Reduced |
| Petrus Trust Company, LTA | 27,935 | $494.4K | 0.05% | −8,862−24.1% | Reduced |
| Creative Planning | 29,236 | $517.5K | 0.00% | −7,919−21.3% | Reduced |
| Walleye Capital LLC | 29,823 | $527.9K | 0.01% | +29,823 | New |
| Avantax Advisory Services, Inc. | 30,444 | $538.9K | 0.00% | −299−1.0% | Reduced |
| Oppenheimer Asset Management Inc. | 32,604 | $577.1K | 0.01% | −5,698−14.9% | Reduced |
| Snowden Capital Advisors LLC | 33,036 | $587.0K | 0.02% | +1,729+5.5% | Added |
| Manufacturers Life Insurance Company, The | 34,290 | $606.9K | 0.00% | −168−0.5% | Reduced |
| Gotham Asset Management, LLC | 34,712 | $614.4K | 0.01% | −18,922−35.3% | Reduced |
| Corebridge Financial, Inc. | 34,773 | $615.5K | 0.00% | −215−0.6% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 35,684 | $631.6K | 0.00% | −110−0.3% | Reduced |
| Franklin Resources Inc | 36,432 | $636.1K | 0.00% | −503−1.4% | Reduced |
| Cresset Asset Management, LLC | 37,052 | $658.4K | 0.00% | +9,949+36.7% | Added |
| MetLife Investment Management | 37,791 | $668.9K | 0.00% | −406−1.1% | Reduced |
| LPL Financial LLC | 38,090 | $674.2K | 0.00% | −269−0.7% | Reduced |
| PEAK6 Investments LLC | 38,532 | $682.0K | 0.03% | +15,092+64.4% | Added |
| Legacy Wealth Asset Management, LLC | 40,176 | $711.1K | 0.19% | +4,182+11.6% | Added |
| Rockefeller Capital Management L.P. | 41,339 | $731.7K | 0.00% | +200+0.5% | Added |
| Quantbot Technologies LP | 42,082 | $744.9K | 0.03% | −24,585−36.9% | Reduced |
| Diversified Trust Co | 44,870 | $794.2K | 0.02% | 00.0% | Unchanged |
| State of Wisconsin Investment Board | 49,528 | $876.6K | 0.00% | 00.0% | Unchanged |
| Outfitter Financial LLC | 51,930 | $919.2K | 0.76% | −1,805−3.4% | Reduced |
| Susquehanna Portfolio Strategies, LLC | 51,932 | $919.2K | 0.06% | −7,507−12.6% | Reduced |
| Kimelman & Baird, LLC | 54,484 | $964.4K | 0.08% | 00.0% | Unchanged |
| Price T Rowe Associates Inc | 58,691 | $1.04M | 0.00% | +189+0.3% | Added |
| Ensign Peak Advisors, Inc | 60,993 | $1.08M | 0.00% | 00.0% | Unchanged |
| Hussman Strategic Advisors, Inc. | 63,000 | $1.12M | 0.27% | +63,000 | New |
| Graham Capital Management, L.P. | 64,155 | $1.14M | 0.04% | +16,831+35.6% | Added |
| California State Teachers Retirement System | 65,171 | $1.15M | 0.00% | −2,027−3.0% | Reduced |
| Russell Investments Group, Ltd. | 65,435 | $1.16M | 0.00% | +6,346+10.7% | Added |
| Legal & General Group Plc | 66,330 | $1.17M | 0.00% | +6,978+11.8% | Added |
| Deutsche Bank AG | 66,551 | $1.18M | 0.00% | +33,428+100.9% | Added |
| Invesco Ltd. | 76,971 | $1.36M | 0.00% | −92,843−54.7% | Reduced |
| Citigroup Inc | 77,133 | $1.37M | 0.00% | +61,209+384.4% | Added |
| HRT Financial LP | 77,878 | $1.38M | 0.01% | −38,300−33.0% | Reduced |
| Verition Fund Management LLC | 80,230 | $1.42M | 0.01% | −158,482−66.4% | Reduced |
| Ami Asset Management Corp | 81,273 | $1.44M | 0.08% | −4,990−5.8% | Reduced |
| American Century Companies Inc | 81,275 | $1.44M | 0.00% | −166−0.2% | Reduced |
| Brinker Capital Investments, LLC | 85,577 | $1.51M | 0.02% | −4,893−5.4% | Reduced |
| Orion Portfolio Solutions, LLC | 85,577 | $1.51M | 0.02% | −4,893−5.4% | Reduced |
| Jupiter Asset Management Ltd | 86,670 | $1.53M | 0.01% | +86,670 | New |
| Schonfeld Strategic Advisors LLC | 86,688 | $1.53M | 0.01% | +67,974+363.2% | Added |
| Trexquant Investment LP | 86,946 | $1.54M | 0.02% | +56,805+188.5% | Added |
| NFJ Investment Group, LLC | 93,258 | $1.65M | 0.05% | +93,258 | New |
| Rhumbline Advisers | 93,346 | $1.65M | 0.00% | −5,940−6.0% | Reduced |
| Bessemer Group Inc | 94,967 | $1.68M | 0.00% | 00.0% | Unchanged |
| TD Asset Management Inc | 112,354 | $2.01M | 0.00% | 00.0% | Unchanged |
| State of New Jersey Common Pension Fund D | 116,544 | $2.06M | 0.01% | +16,201+16.1% | Added |
| Select Asset Management & Trust | 118,038 | $2.09M | 0.77% | 00.0% | Unchanged |
| Squarepoint Ops LLC | 121,740 | $2.15M | 0.01% | +89,757+280.6% | Added |
| Wells Fargo & Company | 132,456 | $2.34M | 0.00% | +24,102+22.2% | Added |
| Pathstone Holdings, LLC | 134,719 | $2.38M | 0.01% | −562−0.4% | Reduced |
| Swiss National Bank | 135,900 | $2.41M | 0.00% | 00.0% | Unchanged |
| UBS Asset Management Americas Inc | 137,460 | $2.43M | 0.00% | −15,484−10.1% | Reduced |
| Susquehanna International Group, LLP | 141,055 | $2.50M | 0.00% | +45,421+47.5% | Added |
| Advisors Capital Management, LLC | 141,545 | $2.50M | 0.04% | −1,717−1.2% | Reduced |
| Jane Street Group, LLC | 147,898 | $2.62M | 0.00% | −13,040−8.1% | Reduced |
| Gsa Capital Partners LLP | 165,896 | $2.94M | 0.22% | +82,935+100.0% | Added |
| Nuveen Asset Management, LLC | 166,330 | $2.94M | 0.00% | −9,114−5.2% | Reduced |
| Royal Bank of Canada | 178,404 | $3.16M | 0.00% | −132,340−42.6% | Reduced |
| Stifel Financial Corp | 196,251 | $3.47M | 0.00% | +11,641+6.3% | Added |
| SEI Investments Co | 203,439 | $3.60M | 0.00% | −2,312−1.1% | Reduced |
| Alyeska Investment Group, L.P. | 237,441 | $4.20M | 0.02% | +237,441 | New |
| King Luther Capital Management Corp | 243,146 | $4.30M | 0.02% | +72,756+42.7% | Added |
| Crawford Investment Counsel Inc | 246,871 | $4.37M | 0.07% | +19,230+8.4% | Added |
| Readystate Asset Management LP | 289,000 | $5.12M | 0.27% | −249,766−46.4% | Reduced |
| Vestcor Inc | 296,100 | $5.24M | 0.17% | +30,400+11.4% | Added |
| Bahl & Gaynor Inc | 303,580 | $5.37M | 0.03% | +63,619+26.5% | Added |
| Emerald Mutual Fund Advisers Trust | 321,951 | $5.70M | 0.30% | −311,982−49.2% | Reduced |
| Alliancebernstein L.P. | 341,220 | $6.04M | 0.00% | +124,200+57.2% | Added |
| Bank of New York Mellon Corp | 387,859 | $6.87M | 0.00% | −59,059−13.2% | Reduced |
| Emerald Advisers, LLC | 440,096 | $7.79M | 0.30% | −312,861−41.6% | Reduced |
| Davenport & Co LLC | 451,250 | $7.99M | 0.05% | +66,620+17.3% | Added |
| First Eagle Investment Management, LLC | 453,396 | $8.03M | 0.02% | +12,000+2.7% | Added |
| Morgan Stanley | 527,797 | $9.34M | 0.00% | −168,684−24.2% | Reduced |
| Barclays PLC | 555,477 | $9.83M | 0.00% | +97,767+21.4% | Added |
| Charles Schwab Investment Management Inc | 571,161 | $10.1M | 0.00% | +28,484+5.2% | Added |
| UBS Group AG | 579,749 | $10.3M | 0.00% | −70,177−10.8% | Reduced |
| Colony Group, LLC | 595,501 | $10.5M | 0.04% | +595,501 | New |
| Bank of America Corp | 608,804 | $10.8M | 0.00% | +345,979+131.6% | Added |
| Envestnet Asset Management Inc | 643,275 | $11.4M | 0.00% | −52,744−7.6% | Reduced |
| Clearbridge Investments, LLC | 710,062 | $12.6M | 0.01% | −5,433−0.8% | Reduced |
| Balyasny Asset Management LLC | 809,561 | $14.3M | 0.04% | +720,759+811.6% | Added |
| Boston Partners | 855,160 | $15.0M | 0.02% | +855,160 | New |
| Northern Trust Corp | 928,110 | $16.4M | 0.00% | −36,733−3.8% | Reduced |
| Marshall Wace, LLP | 990,280 | $17.5M | 0.02% | +177,634+21.9% | Added |
| Goldman Sachs Group Inc | 1,032,829 | $18.3M | 0.00% | +63,226+6.5% | Added |
| DF Dent & Co Inc | 1,217,329 | $21.5M | 0.26% | −1,825,681−60.0% | Reduced |
| Dimensional Fund Advisors LP | 1,283,638 | $22.7M | 0.01% | +93,114+7.8% | Added |
| GW&K Investment Management, LLC | 1,329,060 | $23.5M | 0.20% | −60,935−4.4% | Reduced |
| Victory Capital Management Inc | 1,474,047 | $26.1M | 0.03% | +235,622+19.0% | Added |