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 |
|---|---|---|---|---|---|
| Royal Bank of Canada | 248,912 | $3.50M | 0.00% | +70,739+39.7% | Added |
| King Luther Capital Management Corp | 288,214 | $4.06M | 0.02% | +15,508+5.7% | Added |
| Crawford Investment Counsel Inc | 303,941 | $4.28M | 0.08% | +34,550+12.8% | Added |
| Bank of New York Mellon Corp | 380,650 | $5.36M | 0.00% | +15,624+4.3% | Added |
| Emerald Advisers, LLC | 418,172 | $5.89M | 0.27% | −9,829−2.3% | Reduced |
| Nuveen, LLC | 496,423 | $6.99M | 0.00% | +496,423 | New |
| Morgan Stanley | 533,996 | $7.52M | 0.00% | +104,495+24.3% | Added |
| Verition Fund Management LLC | 550,770 | $7.75M | 0.04% | +234,928+74.4% | Added |
| First Eagle Investment Management, LLC | 562,130 | $7.91M | 0.02% | +91,134+19.3% | Added |
| Charles Schwab Investment Management Inc | 564,924 | $7.95M | 0.00% | −11,806−2.0% | Reduced |
| Marshall Wace, LLP | 592,805 | $8.35M | 0.01% | +285,473+92.9% | Added |
| Colony Group, LLC | 596,881 | $8.40M | 0.02% | +2,621+0.4% | Added |
| Bank of America Corp | 603,209 | $8.49M | 0.00% | +156,870+35.1% | Added |
| Clearbridge Investments, LLC | 702,663 | $9.89M | 0.01% | −7,858−1.1% | Reduced |
| Alyeska Investment Group, L.P. | 775,001 | $10.9M | 0.04% | +162,560+26.5% | Added |
| Citadel Advisors LLC | 789,224 | $11.1M | 0.01% | +772,880+4,728.8% | Added |
| Tributary Capital Management, LLC | 830,722 | $11.7M | 1.02% | +830,722 | New |
| Envestnet Asset Management Inc | 850,210 | $12.0M | 0.00% | +183,159+27.5% | Added |
| Bahl & Gaynor Inc | 914,325 | $12.9M | 0.07% | +630,149+221.7% | Added |
| Millennium Management LLC | 1,008,663 | $14.2M | 0.01% | −1,733,471−63.2% | Reduced |
| Northern Trust Corp | 1,034,056 | $14.6M | 0.00% | +50,433+5.1% | Added |
| DF Dent & Co Inc | 1,125,017 | $15.8M | 0.21% | −34,014−2.9% | Reduced |
| Boston Partners | 1,216,802 | $17.0M | 0.02% | +331,486+37.4% | Added |
| UBS Group AG | 1,342,708 | $18.9M | 0.00% | +240,279+21.8% | Added |
| T. Rowe Price Investment Management, Inc. | 1,487,374 | $20.9M | 0.01% | −4,598,539−75.6% | Reduced |
| Jennison Associates LLC | 1,520,759 | $21.4M | 0.02% | +22,364+1.5% | Added |
| GW&K Investment Management, LLC | 1,531,986 | $21.6M | 0.20% | +252,165+19.7% | Added |
| Geode Capital Management, LLC | 1,615,134 | $22.7M | 0.00% | +53,148+3.4% | Added |
| State Street Corp | 1,702,797 | $24.0M | 0.00% | −128,412−7.0% | Reduced |
| Dimensional Fund Advisors LP | 1,779,024 | $25.0M | 0.01% | +379,010+27.1% | Added |
| Goldman Sachs Group Inc | 2,022,709 | $28.5M | 0.01% | +585,952+40.8% | Added |
| Balyasny Asset Management LLC | 2,070,665 | $29.2M | 0.07% | +1,310,936+172.6% | Added |
| Copeland Capital Management, LLC | 3,035,987 | $42.7M | 0.86% | −81,491−2.6% | Reduced |
| Bamco Inc | 3,250,000 | $45.8M | 0.13% | 00.0% | Unchanged |
| Champlain Investment Partners, LLC | 4,019,383 | $56.6M | 0.41% | −1,189,019−22.8% | Reduced |
| BlackRock, Inc. | 5,245,121 | $73.9M | 0.00% | +56,948+1.1% | Added |
| Ameriprise Financial Inc | 5,671,757 | $79.9M | 0.02% | +1,560,884+38.0% | Added |
| Vanguard Group Inc | 7,439,869 | $104.8M | 0.00% | +501,374+7.2% | Added |
| JPMorgan Chase & Co | 8,332,644 | $117.3M | 0.01% | +409,352+5.2% | Added |
| Proequities, Inc. | 0 | $0 | 0.00% | −2,047−100.0% | Sold out |
| Readystate Asset Management LP | 0 | $0 | 0.00% | −289,000−100.0% | Sold out |
| TD Asset Management Inc | 0 | $0 | 0.00% | −118,954−100.0% | Sold out |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −80,100−100.0% | Sold out |
| Ami Asset Management Corp | 0 | $0 | 0.00% | −74,777−100.0% | Sold out |
| Jupiter Asset Management Ltd | 0 | $0 | 0.00% | −73,956−100.0% | Sold out |
| Susquehanna Portfolio Strategies, LLC | 0 | $0 | 0.00% | −30,628−100.0% | Sold out |
| State of Wisconsin Investment Board | 0 | $0 | 0.00% | −30,564−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −24,055−100.0% | Sold out |
| Brown Advisory Inc | 0 | $0 | 0.00% | −23,745−100.0% | Sold out |
| Gotham Asset Management, LLC | 0 | $0 | 0.00% | −20,854−100.0% | Sold out |
| PEAK6 LLC | 0 | $0 | 0.00% | −18,671−100.0% | Sold out |
| Ballentine Partners, LLC | 0 | $0 | 0.00% | −14,075−100.0% | Sold out |
| Cambridge Investment Research Advisors, Inc. | 0 | $0 | 0.00% | −12,966−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −11,630−100.0% | Sold out |
| RSM US Wealth Management LLC | 0 | $0 | 0.00% | −11,672−100.0% | Sold out |
| Moody National Bank Trust Division | 0 | $0 | 0.00% | −10,804−100.0% | Sold out |
| Walleye Trading LLC | 0 | $0 | 0.00% | −4,081−100.0% | Sold out |
| Venturi Wealth Management, LLC | 0 | $0 | 0.00% | −3,450−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −3,165−100.0% | Sold out |
| Quarry LP | 0 | $0 | 0.00% | −485−100.0% | Sold out |
| Park Square Financial Group, LLC | 0 | $0 | 0.00% | −200−100.0% | Sold out |
| Johnson Financial Group, Inc. | 0 | $0 | 0.00% | −209−100.0% | Sold out |
| Sandy Spring Bank | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| FNY Investment Advisers, LLC | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Hexagon Capital Partners LLC | 0 | $0 | 0.00% | −54−100.0% | Sold out |
| Nuveen Asset Management, LLC | – | – | – | – | Not filed |
| Global Retirement Partners, LLC | – | – | – | – | Not filed |