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, Q4 2024
Institutional positions in Utz Brands, Inc. as of Dec 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
- 224
- +14 vs. Q3 2024
- Shares held
- 78.3M
- +3.08M (+4.1%) vs. Q3 2024
- Total value
- $1.23B
- −$105.7M (−7.9%) vs. Q3 2024
- New holders
- 34
- 84 more added
- Sold out
- 20
- 70 more reduced
3 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2024
Shares, value and share of portfolio for each institution holding Utz Brands, Inc.; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Hemington Wealth Management | 14 | $0 | 0.00% | +2+16.7% | Added |
| Mather Group, LLC. | 1 | $13 | 0.00% | 00.0% | Unchanged |
| Parkworth Wealth Management, Inc. | 1 | $16 | 0.00% | +1 | New |
| Huntington National Bank | 2 | $31 | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 2 | $31 | 0.00% | +2 | New |
| DiNuzzo Private Wealth, Inc. | 6 | $94 | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 9 | $141 | 0.00% | −12−57.1% | Reduced |
| Farther Finance Advisors, LLC | 9 | $141 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 14 | $220 | 0.00% | +7+100.0% | Added |
| IFP Advisors, Inc | 0 | $313 | 0.00% | 0 | New |
| Bruce G. Allen Investments, LLC | 32 | $501 | 0.00% | +7+28.0% | Added |
| Allworth Financial LP | 41 | $556 | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 45 | $705 | 0.00% | −5−10.0% | Reduced |
| MPWM Advisory Solutions, LLC | 46 | $720 | 0.00% | +46 | New |
| Spectrum Wealth Counsel, LLC | 50 | $783 | 0.00% | +50 | New |
| Hexagon Capital Partners LLC | 54 | $846 | 0.00% | +54 | New |
| FNY Investment Advisers, LLC | 100 | $1.00K | 0.00% | +100 | New |
| Lindbrook Capital, LLC | 76 | $1.19K | 0.00% | +38+100.0% | Added |
| Jones Financial Companies LLLP | 100 | $1.57K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 100 | $1.57K | 0.00% | 00.0% | Unchanged |
| Main Street Group, LTD | 100 | $1.57K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 137 | $2.00K | 0.00% | +131+2,183.3% | Added |
| Johnson Financial Group, Inc. | 209 | $2.79K | 0.00% | −56−21.1% | Reduced |
| SBI Securities Co., Ltd. | 185 | $2.90K | 0.00% | +185 | New |
| Glass Jacobson Investment Advisors llc | 200 | $3.13K | 0.00% | +200 | New |
| Park Square Financial Group, LLC | 200 | $3.13K | 0.00% | +200 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 219 | $3.29K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 213 | $3.35K | 0.00% | +157+280.4% | Added |
| EverSource Wealth Advisors, LLC | 244 | $3.82K | 0.00% | −13−5.1% | Reduced |
| Whipplewood Advisors, LLC | 245 | $3.84K | 0.00% | +245 | New |
| Private Trust Co NA | 312 | $4.89K | 0.00% | 00.0% | Unchanged |
| Harbor Capital Advisors, Inc. | 333 | $5.00K | 0.00% | +86+34.8% | Added |
| Global Retirement Partners, LLC | 339 | $5.31K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 340 | $5.32K | 0.00% | −81−19.2% | Reduced |
| WPG Advisers, LLC | 373 | $5.84K | 0.01% | +373 | New |
| Navigoe, LLC | 420 | $6.00K | 0.01% | +420 | New |
| Stonebridge Financial Group, LLC | 397 | $6.22K | 0.00% | +397 | New |
| CoreCap Advisors, LLC | 484 | $7.58K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 485 | $7.59K | 0.00% | +485 | New |
| Spire Wealth Management | 486 | $7.61K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 514 | $8.05K | 0.00% | +1+0.2% | Added |
| Aster Capital Management (DIFC) Ltd | 571 | $8.94K | 0.00% | +238+71.5% | Added |
| Northwestern Mutual Wealth Management Co | 684 | $10.7K | 0.00% | +584+584.0% | Added |
| Steward Partners Investment Advisory, LLC | 698 | $10.9K | 0.00% | +198+39.6% | Added |
| Sterling Capital Management LLC | 708 | $11.1K | 0.00% | +596+532.1% | Added |
| Signaturefd, LLC | 729 | $11.4K | 0.00% | −191−20.8% | Reduced |
| Principal Securities, Inc. | 773 | $12.1K | 0.00% | +96+14.2% | Added |
| CIBC Private Wealth Group, LLC | 1,000 | $14.2K | 0.00% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 1,061 | $14.3K | 0.01% | +1,061 | New |
| CWM, LLC | 946 | $15.0K | 0.00% | +56+6.3% | Added |
| GAMMA Investing LLC | 973 | $15.2K | 0.00% | +324+49.9% | Added |
| Salem Investment Counselors Inc | 1,000 | $15.7K | 0.00% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 1,006 | $15.8K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 1,383 | $21.7K | 0.00% | −166−10.7% | Reduced |
| Newton One Investments LLC | 1,691 | $26.5K | 0.01% | +1,691 | New |
| Proequities, Inc. | 2,047 | $27.7K | 0.00% | −51−2.4% | Reduced |
| CBIZ Investment Advisory Services, LLC | 1,871 | $29.4K | 0.00% | +522+38.7% | Added |
| Assetmark, Inc | 1,967 | $30.8K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 2,218 | $35.0K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 2,665 | $41.7K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 3,089 | $48.4K | 0.01% | +635+25.9% | Added |
| Simplex Trading, LLC | 3,165 | $49.0K | 0.00% | +780+32.7% | Added |
| Venturi Wealth Management, LLC | 3,450 | $54.0K | 0.00% | +3,450 | New |
| SRS Capital Advisors, Inc. | 3,948 | $61.8K | 0.00% | −31−0.8% | Reduced |
| Group One Trading, L.P. | 3,981 | $62.3K | 0.00% | +3,859+3,163.1% | Added |
| Walleye Trading LLC | 4,081 | $63.9K | 0.00% | +4,081 | New |
| Harbor Investment Advisory, LLC | 4,084 | $64.0K | 0.01% | 00.0% | Unchanged |
| State of Wyoming | 4,249 | $66.5K | 0.01% | −88−2.0% | Reduced |
| Advisor Group Holdings, Inc. | 4,357 | $68.2K | 0.00% | −2,378−35.3% | Reduced |
| Delta Asset Management LLC | 5,000 | $78.3K | 0.01% | 00.0% | Unchanged |
| FMR LLC | 5,380 | $84.3K | 0.00% | −963−15.2% | Reduced |
| First Horizon Advisors, Inc. | 5,446 | $85.3K | 0.00% | −387−6.6% | Reduced |
| Ameritas Investment Partners, Inc. | 6,371 | $99.8K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 7,697 | $120.5K | 0.00% | +4,078+112.7% | Added |
| The PNC Financial Services Group, Inc. | 8,355 | $130.8K | 0.00% | −1,302−13.5% | Reduced |
| Parallel Advisors, LLC | 9,288 | $145.4K | 0.00% | −32−0.3% | Reduced |
| Cetera Investment Advisers | 10,711 | $167.7K | 0.00% | +206+2.0% | Added |
| Moody National Bank Trust Division | 10,804 | $169.2K | 0.02% | +10,804 | New |
| Cresset Asset Management, LLC | 10,814 | $169.4K | 0.00% | −26,238−70.8% | Reduced |
| Cerity Partners LLC | 11,285 | $178.5K | 0.00% | +35+0.3% | Added |
| First Bank & Trust | 11,588 | $181.5K | 0.03% | −1,072−8.5% | Reduced |
| RSM US Wealth Management LLC | 11,672 | $182.0K | 0.00% | 00.0% | Unchanged |
| Dynamic Technology Lab Private Ltd | 11,630 | $182.0K | 0.03% | −4,247−26.7% | Reduced |
| Freestone Grove Partners LP | 11,690 | $183.1K | 0.00% | +11,690 | New |
| Envestnet Portfolio Solutions, Inc. | 11,968 | $187.4K | 0.00% | +580+5.1% | Added |
| BNP Paribas Arbitrage, SA | 12,525 | $196.1K | 0.00% | +12,525 | New |
| M&T Bank Corp | 12,678 | $198.3K | 0.00% | +2,011+18.9% | Added |
| Public Employees Retirement Association of Colorado | 12,759 | $200.0K | 0.00% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 12,966 | $203.0K | 0.00% | −2,651−17.0% | Reduced |
| MML Investors Services, LLC | 13,532 | $212.0K | 0.00% | +185+1.4% | Added |
| Ballentine Partners, LLC | 14,075 | $220.4K | 0.00% | +14,075 | New |
| Police & Firemen's Retirement System of New Jersey | 14,328 | $224.4K | 0.00% | +14,328 | New |
| Diversify Wealth Management, LLC | 16,714 | $224.6K | 0.02% | −756−4.3% | Reduced |
| Comerica Bank | 14,437 | $226.1K | 0.00% | −1,036−6.7% | Reduced |
| Simon Quick Advisors, LLC | 14,556 | $227.9K | 0.01% | −461−3.1% | Reduced |
| Kestra Advisory Services, LLC | 14,799 | $231.8K | 0.00% | −189−1.3% | Reduced |
| Citadel Advisors LLC | 16,344 | $255.9K | 0.00% | +16,344 | New |
| KLP Kapitalforvaltning AS | 16,400 | $257.7K | 0.00% | +16,400 | New |
| HighTower Advisors, LLC | 17,434 | $273.0K | 0.00% | −2,803−13.9% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 17,566 | $275.1K | 0.00% | 00.0% | Unchanged |