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 |
|---|---|---|---|---|---|
| Envestnet Asset Management Inc | 667,051 | $10.4M | 0.00% | +23,776+3.7% | Added |
| Clearbridge Investments, LLC | 710,521 | $11.1M | 0.01% | +459+0.1% | Added |
| Balyasny Asset Management LLC | 759,729 | $11.9M | 0.03% | −49,832−6.2% | Reduced |
| Boston Partners | 885,316 | $13.4M | 0.02% | +30,156+3.5% | Added |
| Northern Trust Corp | 983,623 | $15.4M | 0.00% | +55,513+6.0% | Added |
| UBS Group AG | 1,102,429 | $17.3M | 0.00% | +522,680+90.2% | Added |
| DF Dent & Co Inc | 1,159,031 | $18.2M | 0.23% | −58,298−4.8% | Reduced |
| GW&K Investment Management, LLC | 1,279,821 | $20.0M | 0.17% | −49,239−3.7% | Reduced |
| Dimensional Fund Advisors LP | 1,400,014 | $21.9M | 0.01% | +116,376+9.1% | Added |
| Goldman Sachs Group Inc | 1,436,757 | $22.5M | 0.00% | +403,928+39.1% | Added |
| Jennison Associates LLC | 1,498,395 | $23.5M | 0.01% | −46,862−3.0% | Reduced |
| Victory Capital Management Inc | 1,510,472 | $23.7M | 0.02% | +36,425+2.5% | Added |
| Geode Capital Management, LLC | 1,561,986 | $24.5M | 0.00% | +13,755+0.9% | Added |
| State Street Corp | 1,831,209 | $28.8M | 0.00% | +72,248+4.1% | Added |
| Millennium Management LLC | 2,742,134 | $42.9M | 0.04% | +234,767+9.4% | Added |
| Copeland Capital Management, LLC | 3,117,478 | $48.8M | 0.91% | +59,429+1.9% | Added |
| Bamco Inc | 3,250,000 | $50.9M | 0.13% | 00.0% | Unchanged |
| Ameriprise Financial Inc | 4,110,873 | $64.4M | 0.02% | +698,589+20.5% | Added |
| Neuberger Berman Group LLC | 4,179,491 | $65.5M | 0.05% | +112,207+2.8% | Added |
| BlackRock, Inc. | 5,188,173 | $81.2M | 0.00% | +63,859+1.2% | Added |
| Champlain Investment Partners, LLC | 5,208,402 | $81.6M | 0.52% | +620,196+13.5% | Added |
| T. Rowe Price Investment Management, Inc. | 6,085,913 | $95.3M | 0.06% | −114,507−1.8% | Reduced |
| Vanguard Group Inc | 6,938,495 | $108.7M | 0.00% | −54,287−0.8% | Reduced |
| JPMorgan Chase & Co | 7,923,292 | $124.1M | 0.01% | +1,175,756+17.4% | Added |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −121,740−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −77,878−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −42,082−100.0% | Sold out |
| Walleye Capital LLC | 0 | $0 | 0.00% | −29,823−100.0% | Sold out |
| Smith Group Asset Management, LLC | 0 | $0 | 0.00% | −27,093−100.0% | Sold out |
| Shay Capital LLC | 0 | $0 | 0.00% | −20,000−100.0% | Sold out |
| Neo Ivy Capital Management | 0 | $0 | 0.00% | −15,920−100.0% | Sold out |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −11,357−100.0% | Sold out |
| Brevan Howard Capital Management LP | 0 | $0 | 0.00% | −11,314−100.0% | Sold out |
| Cary Street Partner Investment Advisory LLC | 0 | $0 | 0.00% | −10,634−100.0% | Sold out |
| nVerses Capital, LLC | 0 | $0 | 0.00% | −8,000−100.0% | Sold out |
| Brown Brothers Harriman & Co | 0 | $0 | 0.00% | −2,775−100.0% | Sold out |
| Ronald Blue Trust, Inc. | 0 | $0 | 0.00% | −1,219−100.0% | Sold out |
| Carolina Wealth Advisors, LLC | 0 | $0 | 0.00% | −800−100.0% | Sold out |
| Catalyst Funds Management Pty Ltd | 0 | $0 | 0.00% | −600−100.0% | Sold out |
| Financial Network Wealth Advisors LLC | 0 | $0 | 0.00% | −176−100.0% | Sold out |
| NBC Securities, Inc. | 0 | $0 | 0.00% | −128−100.0% | Sold out |
| Umb Bank N A | 0 | $0 | 0.00% | −63−100.0% | Sold out |
| Smartleaf Asset Management LLC | 0 | $0 | 0.00% | −36−100.0% | Sold out |
| Quest Partners LLC | 0 | $0 | 0.00% | −35−100.0% | Sold out |
| PEAK6 Investments LLC | – | – | – | – | Not filed |
| Raymond James Financial Services Advisors, Inc. | – | – | – | – | Not filed |
| VitalStone Financial, LLC | – | – | – | – | Not filed |