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 |
|---|---|---|---|---|---|
| Geneos Wealth Management Inc. | 598 | $8.42K | 0.00% | +258+75.9% | Added |
| WPG Advisers, LLC | 526 | $7.41K | 0.01% | +153+41.0% | Added |
| NBC Securities, Inc. | 428 | $6.00K | 0.00% | +428 | New |
| Spire Wealth Management | 419 | $5.90K | 0.00% | −67−13.8% | Reduced |
| Sterling Capital Management LLC | 408 | $5.75K | 0.00% | −300−42.4% | Reduced |
| Umb Bank N A | 407 | $5.73K | 0.00% | +407 | New |
| Cornerstone Planning Group LLC | 378 | $5.06K | 0.00% | +378 | New |
| Navigoe, LLC | 420 | $5.00K | 0.00% | 00.0% | Unchanged |
| Stonebridge Financial Group, LLC | 323 | $4.54K | 0.00% | −74−18.6% | Reduced |
| Allworth Financial LP | 255 | $3.50K | 0.00% | +214+522.0% | Added |
| Whipplewood Advisors, LLC | 24 | $3.45K | 0.00% | −221−90.2% | Reduced |
| Mather Group, LLC. | 240 | $3.38K | 0.00% | +239+23,900.0% | Added |
| Steward Partners Investment Advisory, LLC | 239 | $3.37K | 0.00% | −459−65.8% | Reduced |
| Nisa Investment Advisors, LLC | 232 | $3.27K | 0.00% | +19+8.9% | Added |
| Glass Jacobson Investment Advisors llc | 200 | $3.13K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 219 | $3.08K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 211 | $2.97K | 0.00% | +209+10,450.0% | Added |
| SBI Securities Co., Ltd. | 185 | $2.60K | 0.00% | 00.0% | Unchanged |
| Harbor Capital Advisors, Inc. | 143 | $2.00K | 0.00% | −190−57.1% | Reduced |
| Rothschild Investment LLC | 125 | $1.76K | 0.00% | +80+177.8% | Added |
| Main Street Group, LTD | 100 | $1.41K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 65 | $915 | 0.00% | −419−86.6% | Reduced |
| Farther Finance Advisors, LLC | 63 | $896 | 0.00% | +54+600.0% | Added |
| Spectrum Wealth Counsel, LLC | 50 | $704 | 0.00% | 00.0% | Unchanged |
| MPWM Advisory Solutions, LLC | 46 | $648 | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 39 | $549 | 0.00% | +7+21.9% | Added |
| Smartleaf Asset Management LLC | 36 | $507 | 0.00% | +36 | New |
| IFP Advisors, Inc | 0 | $282 | 0.00% | 0 | Unchanged |
| Lindbrook Capital, LLC | 13 | $183 | 0.00% | −63−82.9% | Reduced |
| Larson Financial Group LLC | 10 | $141 | 0.00% | +10 | New |
| JFS Wealth Advisors, LLC | 9 | $127 | 0.00% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 8 | $113 | 0.00% | +8 | New |
| Global Financial Private Client, LLC | 4 | $56 | 0.00% | +2+100.0% | Added |
| SJS Investment Consulting Inc. | 3 | $43 | 0.00% | −11−78.6% | Reduced |
| DiNuzzo Private Wealth, Inc. | 3 | $43 | 0.00% | −3−50.0% | Reduced |
| HFM Investment Advisors, LLC | 1 | $15 | 0.00% | +1 | New |
| Parkworth Wealth Management, Inc. | 1 | $14 | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 7 | $0 | 0.00% | −130−94.9% | Reduced |
| Hemington Wealth Management | 27 | $0 | 0.00% | +13+92.9% | 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 |