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 |
|---|---|---|---|---|---|
| Walleye Capital LLC | 29,823 | $527.9K | 0.01% | +29,823 | New |
| Creative Planning | 29,236 | $517.5K | 0.00% | −7,919−21.3% | Reduced |
| Petrus Trust Company, LTA | 27,935 | $494.4K | 0.05% | −8,862−24.1% | Reduced |
| TownSquare Capital, LLC | 27,837 | $492.7K | 0.01% | −2,721−8.9% | Reduced |
| Janus Henderson Group PLC | 27,504 | $486.7K | 0.00% | 00.0% | Unchanged |
| Smith Group Asset Management, LLC | 27,093 | $479.5K | 0.04% | +5,278+24.2% | Added |
| D. E. Shaw & Co., Inc. | 25,391 | $449.4K | 0.00% | −30,271−54.4% | Reduced |
| Truist Financial Corp | 24,250 | $429.2K | 0.00% | +41+0.2% | Added |
| Beacon Investment Advisors LLC | 24,164 | $427.7K | 0.20% | +62+0.3% | Added |
| Keybank National Association | 24,012 | $425.0K | 0.00% | 00.0% | Unchanged |
| Great West Life Assurance Co | 23,981 | $425.0K | 0.00% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 23,510 | $416.0K | 0.00% | +17,310+279.2% | Added |
| Raymond James Financial Services Advisors, Inc. | 23,393 | $414.1K | 0.00% | −3,054−11.5% | Reduced |
| Voya Investment Management LLC | 21,400 | $378.8K | 0.00% | −2,072−8.8% | Reduced |
| New York State Common Retirement Fund | 20,707 | $366.5K | 0.00% | −6,900−25.0% | Reduced |
| State Board of Administration of Florida Retirement System | 20,560 | $363.9K | 0.00% | 00.0% | Unchanged |
| Personal Cfo Solutions, LLC | 20,442 | $361.8K | 0.05% | +384+1.9% | Added |
| HighTower Advisors, LLC | 20,237 | $358.0K | 0.00% | −2,707−11.8% | Reduced |
| Shay Capital LLC | 20,000 | $354.0K | 0.10% | +20,000 | New |
| Arizona State Retirement System | 19,941 | $353.0K | 0.00% | +570+2.9% | Added |
| Baird Financial Group, Inc. | 19,700 | $348.7K | 0.00% | −11,664−37.2% | Reduced |
| Handelsbanken Fonder AB | 18,900 | $335.0K | 0.00% | 00.0% | Unchanged |
| Commerce Bank | 18,000 | $318.6K | 0.00% | −560−3.0% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 17,566 | $310.9K | 0.00% | 00.0% | Unchanged |
| Intech Investment Management LLC | 16,987 | $300.7K | 0.00% | +16,987 | New |
| Diversify Wealth Management, LLC | 17,470 | $292.6K | 0.03% | −1,604−8.4% | Reduced |
| Neo Ivy Capital Management | 15,920 | $282.0K | 0.09% | +15,920 | New |
| Dynamic Technology Lab Private Ltd | 15,877 | $281.0K | 0.03% | −43,692−73.3% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 15,617 | $276.0K | 0.00% | +4,946+46.3% | Added |
| Comerica Bank | 15,473 | $273.9K | 0.00% | −765−4.7% | Reduced |
| Simon Quick Advisors, LLC | 15,017 | $265.8K | 0.02% | +176+1.2% | Added |
| Kestra Advisory Services, LLC | 14,988 | $265.3K | 0.00% | +2,954+24.5% | Added |
| MML Investors Services, LLC | 13,347 | $236.0K | 0.00% | −3,507−20.8% | Reduced |
| Public Employees Retirement Association of Colorado | 12,759 | $226.0K | 0.00% | 00.0% | Unchanged |
| First Bank & Trust | 12,660 | $224.1K | 0.04% | −894−6.6% | Reduced |
| ProShare Advisors LLC | 12,290 | $217.5K | 0.00% | +12,290 | New |
| RSM US Wealth Management LLC | 11,672 | $211.0K | 0.00% | −52−0.4% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 11,388 | $201.6K | 0.00% | −450−3.8% | Reduced |
| Fox Run Management, L.L.C. | 11,357 | $201.0K | 0.04% | +11,357 | New |
| Brevan Howard Capital Management LP | 11,314 | $200.3K | 0.01% | +11,314 | New |
| Cerity Partners LLC | 11,250 | $199.1K | 0.00% | +285+2.6% | Added |
| ExodusPoint Capital Management, LP | 11,036 | $195.0K | 0.00% | −89,309−89.0% | Reduced |
| M&T Bank Corp | 10,667 | $189.0K | 0.00% | −609−5.4% | Reduced |
| Cary Street Partner Investment Advisory LLC | 10,634 | $188.2K | 0.01% | −5,900−35.7% | Reduced |
| Cetera Investment Advisers | 10,505 | $185.9K | 0.00% | −1,309−11.1% | Reduced |
| The PNC Financial Services Group, Inc. | 9,657 | $170.9K | 0.00% | +196+2.1% | Added |
| Parallel Advisors, LLC | 9,320 | $165.0K | 0.00% | 00.0% | Unchanged |
| nVerses Capital, LLC | 8,000 | $141.6K | 0.06% | +8,000 | New |
| Advisor Group Holdings, Inc. | 6,735 | $119.2K | 0.00% | +1,224+22.2% | Added |
| Ameritas Investment Partners, Inc. | 6,371 | $112.8K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 6,343 | $112.3K | 0.00% | −1,787−22.0% | Reduced |
| First Horizon Advisors, Inc. | 5,833 | $103.2K | 0.00% | −97−1.6% | Reduced |
| Delta Asset Management LLC | 5,000 | $88.5K | 0.01% | 00.0% | Unchanged |
| State of Wyoming | 4,337 | $76.8K | 0.01% | +1,358+45.6% | Added |
| Harbor Investment Advisory, LLC | 4,084 | $72.3K | 0.01% | −979−19.3% | Reduced |
| SRS Capital Advisors, Inc. | 3,979 | $70.4K | 0.01% | −29−0.7% | Reduced |
| Tower Research Capital LLC (TRC) | 3,619 | $64.1K | 0.00% | −10,369−74.1% | Reduced |
| Brown Brothers Harriman & Co | 2,775 | $49.1K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 2,665 | $47.2K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 2,454 | $43.4K | 0.01% | +2,454 | New |
| Simplex Trading, LLC | 2,385 | $42.0K | 0.00% | +2,385 | New |
| Amalgamated Bank | 2,218 | $39.0K | 0.00% | −244−9.9% | Reduced |
| Proequities, Inc. | 2,098 | $37.3K | 0.00% | −82−3.8% | Reduced |
| Assetmark, Inc | 1,967 | $34.8K | 0.00% | −14−0.7% | Reduced |
| Quadrant Capital Group LLC | 1,549 | $27.4K | 0.00% | +217+16.3% | Added |
| CBIZ Investment Advisory Services, LLC | 1,349 | $24.0K | 0.00% | +91+7.2% | Added |
| Ronald Blue Trust, Inc. | 1,219 | $20.3K | 0.00% | +1,087+823.5% | Added |
| Bryn Mawr Trust Co | 1,006 | $17.8K | 0.00% | +1,006 | New |
| Salem Investment Counselors Inc | 1,000 | $17.8K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 1,000 | $17.7K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 920 | $16.3K | 0.00% | +236+34.5% | Added |
| CWM, LLC | 890 | $16.0K | 0.00% | +183+25.9% | Added |
| Carolina Wealth Advisors, LLC | 800 | $14.2K | 0.01% | 00.0% | Unchanged |
| Principal Securities, Inc. | 677 | $12.0K | 0.00% | +53+8.5% | Added |
| GAMMA Investing LLC | 649 | $11.5K | 0.00% | +259+66.4% | Added |
| Catalyst Funds Management Pty Ltd | 600 | $10.6K | 0.00% | +600 | New |
| US Bancorp | 513 | $9.07K | 0.00% | −61−10.6% | Reduced |
| Steward Partners Investment Advisory, LLC | 500 | $8.85K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 486 | $8.60K | 0.00% | −114−19.0% | Reduced |
| CoreCap Advisors, LLC | 484 | $8.57K | 0.00% | +484 | New |
| VitalStone Financial, LLC | 471 | $8.34K | 0.01% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 421 | $7.45K | 0.00% | +421 | New |
| Global Retirement Partners, LLC | 339 | $6.00K | 0.00% | 00.0% | Unchanged |
| Aster Capital Management (DIFC) Ltd | 333 | $5.89K | 0.00% | +333 | New |
| Private Trust Co NA | 312 | $5.52K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 265 | $4.71K | 0.00% | +265 | New |
| EverSource Wealth Advisors, LLC | 257 | $4.55K | 0.00% | −223−46.5% | Reduced |
| Harbor Capital Advisors, Inc. | 247 | $4.00K | 0.00% | +247 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 219 | $3.88K | 0.00% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 176 | $3.12K | 0.00% | 00.0% | Unchanged |
| Group One Trading, L.P. | 122 | $2.16K | 0.00% | +122 | New |
| NBC Securities, Inc. | 128 | $2.00K | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 112 | $1.98K | 0.00% | +112 | New |
| Jones Financial Companies LLLP | 100 | $1.79K | 0.00% | +100 | 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 |
| Umb Bank N A | 63 | $1.11K | 0.00% | +63 | New |
| Nisa Investment Advisors, LLC | 56 | $995 | 0.00% | −77−57.9% | Reduced |
| Rothschild Investment LLC | 50 | $885 | 0.00% | +50 | New |