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, Q3 2025
Institutional positions in Utz Brands, Inc. as of Sep 30, 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
- +4 vs. Q2 2025
- Shares held
- 79.2M
- −1.58M (−2.0%) vs. Q2 2025
- Total value
- $962.1M
- −$51.1M (−5.0%) vs. Q2 2025
- New holders
- 32
- 99 more added
- Sold out
- 28
- 74 more reduced
3 institutions that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2025: 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, Q3 2025
Shares, value and share of portfolio for each institution holding Utz Brands, Inc.; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Hemington Wealth Management | 6 | $0 | 0.00% | −5−45.5% | Reduced |
| Capital Advisors, Ltd. LLC | 31 | $0 | 0.00% | +31 | New |
| Cloud Capital Management, LLC | 3 | $0 | 0.00% | +3 | New |
| Bay Harbor Wealth Management, LLC | 1 | $12 | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 1 | $13 | 0.00% | −1−50.0% | Reduced |
| Retirement Wealth Solutions LLC | 2 | $19 | 0.00% | −1,060−99.8% | Reduced |
| Huntington National Bank | 2 | $24 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 2 | $24 | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 2 | $25 | 0.00% | −1−33.3% | Reduced |
| National Bank of Canada | 3 | $36 | 0.00% | +3 | New |
| SJS Investment Consulting Inc. | 3 | $37 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 3 | $41 | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 7 | $85 | 0.00% | +7 | New |
| Harbour Investments, Inc. | 15 | $182 | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 31 | $377 | 0.00% | +19+158.3% | Added |
| Wealthspire Advisors, LLC | 32 | $389 | 0.00% | +32 | New |
| True Wealth Design, LLC | 37 | $450 | 0.00% | +27+270.0% | Added |
| Parkside Financial Bank & Trust | 40 | $486 | 0.00% | −1,401−97.2% | Reduced |
| Fortitude Family Office, LLC | 45 | $547 | 0.00% | +36+400.0% | Added |
| Versant Capital Management, Inc | 62 | $753 | 0.00% | −239−79.4% | Reduced |
| Clearstead Advisors, LLC | 68 | $827 | 0.00% | +68 | New |
| Root Financial Partners, LLC | 79 | $960 | 0.00% | +79 | New |
| Covestor Ltd | 96 | $1.00K | 0.00% | +21+28.0% | Added |
| Main Street Group, LTD | 100 | $1.22K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 101 | $1.23K | 0.00% | +1+1.0% | Added |
| NBC Securities, Inc. | 128 | $1.55K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 130 | $1.58K | 0.00% | +50+62.5% | Added |
| Crewe Advisors LLC | 136 | $1.65K | 0.00% | +136 | New |
| Nisa Investment Advisors, LLC | 143 | $1.75K | 0.00% | 00.0% | Unchanged |
| Navigoe, LLC | 210 | $2.00K | 0.00% | −210−50.0% | Reduced |
| Harbor Capital Advisors, Inc. | 145 | $2.00K | 0.00% | −1−0.7% | Reduced |
| SBI Securities Co., Ltd. | 185 | $2.25K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 219 | $2.66K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 277 | $3.37K | 0.00% | +230+489.4% | Added |
| Mather Group, LLC. | 280 | $3.40K | 0.00% | +280 | New |
| Financial Consulate, Inc | 288 | $3.50K | 0.00% | +288 | New |
| Costello Asset Management, INC | 300 | $3.65K | 0.00% | −300−50.0% | Reduced |
| Signaturefd, LLC | 309 | $3.75K | 0.00% | −35−10.2% | Reduced |
| Quadrant Capital Group LLC | 348 | $4.23K | 0.00% | +348 | New |
| Brown Brothers Harriman & Co | 372 | $4.52K | 0.00% | +372 | New |
| Optiver Holding B.V. | 498 | $6.05K | 0.00% | +498 | New |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 589 | $7.00K | 0.00% | +165+38.9% | Added |
| WPG Advisers, LLC | 579 | $7.04K | 0.01% | −28−4.6% | Reduced |
| Global Retirement Partners, LLC | 629 | $7.64K | 0.00% | +154+32.4% | Added |
| GAMMA Investing LLC | 753 | $9.15K | 0.00% | −90−10.7% | Reduced |
| Umb Bank N A | 786 | $9.55K | 0.00% | −35−4.3% | Reduced |
| Advisory Services Network, LLC | 950 | $11.5K | 0.00% | +950 | New |
| Private Trust Co NA | 954 | $11.6K | 0.00% | +169+21.5% | Added |
| Principal Securities, Inc. | 961 | $11.7K | 0.00% | +73+8.2% | Added |
| Smartleaf Asset Management LLC | 1,009 | $12.0K | 0.00% | +821+436.7% | Added |
| Bryn Mawr Trust Co | 1,000 | $12.2K | 0.00% | −6−0.6% | Reduced |
| CIBC Private Wealth Group, LLC | 1,000 | $12.2K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 1,000 | $12.2K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 1,089 | $13.2K | 0.00% | −67−5.8% | Reduced |
| EverSource Wealth Advisors, LLC | 1,177 | $14.3K | 0.00% | −37−3.0% | Reduced |
| Eastern Bank | 1,288 | $15.6K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 1,470 | $17.8K | 0.00% | −95−6.1% | Reduced |
| Newton One Investments LLC | 1,713 | $20.8K | 0.01% | +8+0.5% | Added |
| Binnacle Investments Inc | 1,808 | $22.0K | 0.01% | +474+35.5% | Added |
| First Horizon Corp | 1,848 | $22.5K | 0.00% | +1,848 | New |
| Farther Finance Advisors, LLC | 1,994 | $24.2K | 0.00% | +1,975+10,394.7% | Added |
| GWM Advisors LLC | 2,009 | $24.4K | 0.00% | +9+0.4% | Added |
| CWM, LLC | 2,089 | $25.0K | 0.00% | +327+18.6% | Added |
| CBIZ Investment Advisory Services, LLC | 2,167 | $26.4K | 0.00% | +306+16.4% | Added |
| Amalgamated Bank | 2,226 | $27.0K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 2,401 | $31.2K | 0.00% | −1,355−36.1% | Reduced |
| Aster Capital Management (DIFC) Ltd | 2,618 | $31.8K | 0.02% | +1,730+194.8% | Added |
| Assetmark, Inc | 2,720 | $33.0K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 2,962 | $36.0K | 0.00% | +2,744+1,258.7% | Added |
| Tower Research Capital LLC (TRC) | 3,452 | $41.9K | 0.00% | −7,636−68.9% | Reduced |
| Group One Trading, L.P. | 4,370 | $53.1K | 0.00% | +3,769+627.1% | Added |
| Sterling Capital Management LLC | 4,997 | $60.7K | 0.00% | +3,042+155.6% | Added |
| Delta Asset Management LLC | 5,000 | $60.8K | 0.01% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 5,316 | $64.6K | 0.01% | −165−3.0% | Reduced |
| Citigroup Inc | 5,346 | $65.0K | 0.00% | −23,297−81.3% | Reduced |
| Ameritas Investment Partners, Inc. | 6,050 | $73.5K | 0.00% | −1,344−18.2% | Reduced |
| SRS Capital Advisors, Inc. | 7,259 | $88.2K | 0.00% | +3,083+73.8% | Added |
| Wiley Bros.-Aintree Capital, LLC | 10,102 | $122.7K | 0.00% | +10,102 | New |
| Parallel Advisors, LLC | 10,527 | $127.9K | 0.00% | −1,811−14.7% | Reduced |
| Portside Wealth Group, LLC | 10,580 | $128.5K | 0.02% | −653−5.8% | Reduced |
| Cerity Partners LLC | 10,647 | $129.4K | 0.00% | −14−0.1% | Reduced |
| Cresset Asset Management, LLC | 10,709 | $130.8K | 0.00% | +142+1.3% | Added |
| SPC Financial, Inc. | 11,900 | $144.6K | 0.01% | 00.0% | Unchanged |
| Heritage Family Offices, LLP | 11,916 | $144.8K | 0.07% | +11,916 | New |
| Bridgefront Capital, LLC | 11,946 | $145.1K | 0.04% | −1,668−12.3% | Reduced |
| ProShare Advisors LLC | 12,383 | $150.5K | 0.00% | −2,466−16.6% | Reduced |
| Public Employees Retirement Association of Colorado | 12,759 | $155.0K | 0.00% | 00.0% | Unchanged |
| Envestnet Portfolio Solutions, Inc. | 12,792 | $155.4K | 0.00% | −474−3.6% | Reduced |
| Ballentine Partners, LLC | 12,877 | $156.5K | 0.00% | −611−4.5% | Reduced |
| Voya Investment Management LLC | 13,703 | $166.5K | 0.00% | −6,325−31.6% | Reduced |
| KLP Kapitalforvaltning AS | 13,900 | $169.6K | 0.00% | 00.0% | Unchanged |
| Berkshire Asset Management LLC | 14,100 | $171.3K | 0.01% | 00.0% | Unchanged |
| Gsa Capital Partners LLP | 14,256 | $173.0K | 0.01% | −35,567−71.4% | Reduced |
| Diversify Wealth Management, LLC | 16,688 | $173.6K | 0.01% | −734−4.2% | Reduced |
| Simplex Trading, LLC | 14,364 | $174.0K | 0.00% | +14,364 | New |
| Fox Run Management, L.L.C. | 15,403 | $187.1K | 0.03% | +15,403 | New |
| The PNC Financial Services Group, Inc. | 15,815 | $192.2K | 0.00% | +175+1.1% | Added |
| First Bank & Trust | 16,238 | $197.3K | 0.03% | −123−0.8% | Reduced |
| Prelude Capital Management, LLC | 16,497 | $200.4K | 0.02% | +16,497 | New |
| SG Americas Securities, LLC | 16,530 | $201.0K | 0.00% | +16,530 | New |