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, Q1 2025
Institutional positions in Utz Brands, Inc. as of Mar 31, 2025. 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
- 239
- +17 vs. Q4 2024
- Shares held
- 75.0M
- −3.21M (−4.1%) vs. Q4 2024
- Total value
- $1.06B
- −$168.5M (−13.8%) vs. Q4 2024
- New holders
- 43
- 108 more added
- Sold out
- 26
- 55 more reduced
2 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2025
Shares, value and share of portfolio for each institution holding Utz Brands, Inc.; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Covestor Ltd | 7 | $0 | 0.00% | −130−94.9% | Reduced |
| Hemington Wealth Management | 27 | $0 | 0.00% | +13+92.9% | Added |
| Parkworth Wealth Management, Inc. | 1 | $14 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 1 | $15 | 0.00% | +1 | New |
| SJS Investment Consulting Inc. | 3 | $43 | 0.00% | −11−78.6% | Reduced |
| DiNuzzo Private Wealth, Inc. | 3 | $43 | 0.00% | −3−50.0% | Reduced |
| Global Financial Private Client, LLC | 4 | $56 | 0.00% | +2+100.0% | Added |
| Skopos Labs, Inc. | 8 | $113 | 0.00% | +8 | New |
| JFS Wealth Advisors, LLC | 9 | $127 | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 10 | $141 | 0.00% | +10 | New |
| Lindbrook Capital, LLC | 13 | $183 | 0.00% | −63−82.9% | Reduced |
| IFP Advisors, Inc | 0 | $282 | 0.00% | 0 | Unchanged |
| Smartleaf Asset Management LLC | 36 | $507 | 0.00% | +36 | New |
| Bruce G. Allen Investments, LLC | 39 | $549 | 0.00% | +7+21.9% | Added |
| MPWM Advisory Solutions, LLC | 46 | $648 | 0.00% | 00.0% | Unchanged |
| Spectrum Wealth Counsel, LLC | 50 | $704 | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 63 | $896 | 0.00% | +54+600.0% | Added |
| CoreCap Advisors, LLC | 65 | $915 | 0.00% | −419−86.6% | Reduced |
| Main Street Group, LTD | 100 | $1.41K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 125 | $1.76K | 0.00% | +80+177.8% | Added |
| Harbor Capital Advisors, Inc. | 143 | $2.00K | 0.00% | −190−57.1% | Reduced |
| SBI Securities Co., Ltd. | 185 | $2.60K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 211 | $2.97K | 0.00% | +209+10,450.0% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 219 | $3.08K | 0.00% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 200 | $3.13K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 232 | $3.27K | 0.00% | +19+8.9% | Added |
| Steward Partners Investment Advisory, LLC | 239 | $3.37K | 0.00% | −459−65.8% | Reduced |
| Mather Group, LLC. | 240 | $3.38K | 0.00% | +239+23,900.0% | Added |
| Whipplewood Advisors, LLC | 24 | $3.45K | 0.00% | −221−90.2% | Reduced |
| Allworth Financial LP | 255 | $3.50K | 0.00% | +214+522.0% | Added |
| Stonebridge Financial Group, LLC | 323 | $4.54K | 0.00% | −74−18.6% | Reduced |
| Navigoe, LLC | 420 | $5.00K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 378 | $5.06K | 0.00% | +378 | New |
| Umb Bank N A | 407 | $5.73K | 0.00% | +407 | New |
| Sterling Capital Management LLC | 408 | $5.75K | 0.00% | −300−42.4% | Reduced |
| Spire Wealth Management | 419 | $5.90K | 0.00% | −67−13.8% | Reduced |
| NBC Securities, Inc. | 428 | $6.00K | 0.00% | +428 | New |
| WPG Advisers, LLC | 526 | $7.41K | 0.01% | +153+41.0% | Added |
| Geneos Wealth Management Inc. | 598 | $8.42K | 0.00% | +258+75.9% | Added |
| Costello Asset Management, INC | 600 | $8.45K | 0.00% | +600 | New |
| Private Trust Co NA | 686 | $9.66K | 0.00% | +374+119.9% | Added |
| Jones Financial Companies LLLP | 714 | $10.1K | 0.00% | +614+614.0% | Added |
| EverSource Wealth Advisors, LLC | 792 | $11.2K | 0.00% | +548+224.6% | Added |
| Versant Capital Management, Inc | 858 | $12.1K | 0.00% | +858 | New |
| Principal Securities, Inc. | 773 | $12.1K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 879 | $12.4K | 0.00% | +879 | New |
| CIBC Private Wealth Group, LLC | 1,000 | $12.6K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 1,000 | $14.1K | 0.00% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 1,006 | $14.2K | 0.00% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 1,061 | $14.9K | 0.01% | 00.0% | Unchanged |
| Binnacle Investments Inc | 1,136 | $16.0K | 0.01% | +1,136 | New |
| GAMMA Investing LLC | 1,288 | $18.1K | 0.00% | +315+32.4% | Added |
| Eastern Bank | 1,288 | $18.1K | 0.00% | +1,288 | New |
| Signaturefd, LLC | 1,333 | $18.8K | 0.00% | +604+82.9% | Added |
| Aster Capital Management (DIFC) Ltd | 1,397 | $19.0K | 0.00% | +826+144.7% | Added |
| Clear Street Markets LLC | 1,601 | $22.5K | 0.02% | +1,601 | New |
| CWM, LLC | 1,600 | $23.0K | 0.00% | +654+69.1% | Added |
| Newton One Investments LLC | 1,698 | $23.9K | 0.01% | +7+0.4% | Added |
| Northwestern Mutual Wealth Management Co | 1,715 | $24.1K | 0.00% | +1,031+150.7% | Added |
| Quadrant Capital Group LLC | 1,772 | $24.9K | 0.00% | +389+28.1% | Added |
| Canada Pension Plan Investment Board | 1,800 | $25.3K | 0.00% | +1,800 | New |
| CBIZ Investment Advisory Services, LLC | 1,856 | $26.1K | 0.00% | −15−0.8% | Reduced |
| Advisor Group Holdings, Inc. | 2,133 | $30.0K | 0.00% | −2,224−51.0% | Reduced |
| Amalgamated Bank | 2,226 | $31.0K | 0.00% | +8+0.4% | Added |
| Caitong International Asset Management Co., Ltd | 2,246 | $31.6K | 0.02% | +2,246 | New |
| Assetmark, Inc | 2,355 | $33.2K | 0.00% | +388+19.7% | Added |
| Fifth Third Bancorp | 2,665 | $37.5K | 0.00% | 00.0% | Unchanged |
| Group One Trading, L.P. | 2,934 | $41.3K | 0.00% | −1,047−26.3% | Reduced |
| SRS Capital Advisors, Inc. | 3,428 | $48.3K | 0.00% | −520−13.2% | Reduced |
| Parkside Financial Bank & Trust | 3,904 | $55.0K | 0.01% | +815+26.4% | Added |
| Harbor Investment Advisory, LLC | 3,984 | $56.1K | 0.01% | −100−2.4% | Reduced |
| Coldstream Capital Management Inc | 4,589 | $64.6K | 0.00% | +4,589 | New |
| State of Wyoming | 4,697 | $66.1K | 0.01% | +448+10.5% | Added |
| FMR LLC | 4,979 | $70.1K | 0.00% | −401−7.5% | Reduced |
| Delta Asset Management LLC | 5,000 | $70.4K | 0.01% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 6,174 | $86.9K | 0.00% | −1,523−19.8% | Reduced |
| Ameritas Investment Partners, Inc. | 6,371 | $89.7K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 7,887 | $111.0K | 0.00% | +2,441+44.8% | Added |
| Wolverine Trading, LLC | 10,178 | $143.4K | 0.00% | +10,178 | New |
| Teacher Retirement System of Texas | 10,256 | $144.4K | 0.00% | +10,256 | New |
| M&T Bank Corp | 10,698 | $150.8K | 0.00% | −1,980−15.6% | Reduced |
| Holocene Advisors, LP | 10,728 | $151.1K | 0.00% | +10,728 | New |
| Cresset Asset Management, LLC | 10,857 | $152.9K | 0.00% | +43+0.4% | Added |
| Cerity Partners LLC | 11,162 | $157.2K | 0.00% | −123−1.1% | Reduced |
| Atria Investments LLC | 12,138 | $170.9K | 0.00% | +12,138 | New |
| Caption Management, LLC | 12,300 | $173.2K | 0.01% | +12,300 | New |
| Berkshire Asset Management LLC | 14,100 | $174.1K | 0.01% | +14,100 | New |
| BNP Paribas Arbitrage, SA | 12,578 | $177.1K | 0.00% | +53+0.4% | Added |
| Public Employees Retirement Association of Colorado | 12,759 | $180.0K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 12,904 | $181.7K | 0.00% | +3,616+38.9% | Added |
| Quantinno Capital Management LP | 12,918 | $181.9K | 0.00% | +12,918 | New |
| US Bancorp | 13,171 | $185.4K | 0.00% | +12,657+2,462.5% | Added |
| Janney Montgomery Scott LLC | 13,903 | $196.0K | 0.00% | +13,903 | New |
| First Bank & Trust | 14,198 | $199.9K | 0.04% | +2,610+22.5% | Added |
| ProShare Advisors LLC | 14,272 | $200.9K | 0.00% | −4,297−23.1% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 14,328 | $201.7K | 0.00% | 00.0% | Unchanged |
| Envestnet Portfolio Solutions, Inc. | 14,376 | $202.4K | 0.00% | +2,408+20.1% | Added |
| CIBC World Markets Corp | 14,630 | $206.0K | 0.00% | +14,630 | New |
| Mariner, LLC | 14,717 | $207.2K | 0.00% | +14,717 | New |
| Two Sigma Advisers, LP | 14,900 | $209.8K | 0.00% | +14,900 | New |