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 2025
Institutional positions in Utz Brands, Inc. as of Dec 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
- 230
- −6 vs. Q3 2025
- Shares held
- 75.0M
- −4.14M (−5.2%) vs. Q3 2025
- Total value
- $778.6M
- −$183.3M (−19.1%) vs. Q3 2025
- New holders
- 39
- 78 more added
- Sold out
- 45
- 83 more reduced
3 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2025
Shares, value and share of portfolio for each institution holding Utz Brands, Inc.; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| T. Rowe Price Investment Management, Inc. | 787,670 | $8.18M | 0.01% | −158,113−16.7% | Reduced |
| Citadel Advisors LLC | 805,217 | $8.36M | 0.01% | −1,496,322−65.0% | Reduced |
| Envestnet Asset Management Inc | 875,960 | $9.09M | 0.00% | −72,636−7.7% | Reduced |
| First Eagle Investment Management, LLC | 886,250 | $9.20M | 0.02% | +160,720+22.2% | Added |
| Tributary Capital Management, LLC | 931,650 | $9.67M | 0.95% | +87,162+10.3% | Added |
| Clearbridge Investments, LLC | 932,242 | $9.68M | 0.01% | +80,205+9.4% | Added |
| UBS Group AG | 933,199 | $9.69M | 0.00% | −769,442−45.2% | Reduced |
| Bahl & Gaynor Inc | 974,470 | $10.1M | 0.05% | −71,362−6.8% | Reduced |
| Squarepoint Ops LLC | 994,418 | $10.3M | 0.02% | +719,361+261.5% | Added |
| Morgan Stanley | 996,008 | $10.3M | 0.00% | +262,764+35.8% | Added |
| Northern Trust Corp | 1,007,135 | $10.5M | 0.00% | +11,073+1.1% | Added |
| FMR LLC | 1,054,096 | $10.9M | 0.00% | +453,075+75.4% | Added |
| DF Dent & Co Inc | 1,299,250 | $13.5M | 0.19% | −171,421−11.7% | Reduced |
| GW&K Investment Management, LLC | 1,403,666 | $14.6M | 0.13% | −137,516−8.9% | Reduced |
| Massachusetts Financial Services Co | 1,441,382 | $15.0M | 0.00% | −51,570−3.5% | Reduced |
| Dimensional Fund Advisors LP | 1,642,629 | $17.1M | 0.00% | −380,218−18.8% | Reduced |
| Marshall Wace, LLP | 1,658,502 | $17.2M | 0.02% | +1,184,571+249.9% | Added |
| State Street Corp | 1,685,391 | $17.6M | 0.00% | −77,817−4.4% | Reduced |
| Goldman Sachs Group Inc | 1,750,418 | $18.2M | 0.00% | +475,628+37.3% | Added |
| Geode Capital Management, LLC | 1,808,267 | $18.8M | 0.00% | +35,626+2.0% | Added |
| Jennison Associates LLC | 1,830,224 | $19.0M | 0.01% | −113,533−5.8% | Reduced |
| Balyasny Asset Management LLC | 2,160,759 | $22.4M | 0.04% | −731,556−25.3% | Reduced |
| Alyeska Investment Group, L.P. | 2,414,791 | $25.1M | 0.07% | +1,238,180+105.2% | Added |
| Millennium Management LLC | 2,542,217 | $26.4M | 0.02% | −1,830,463−41.9% | Reduced |
| Copeland Capital Management, LLC | 3,449,862 | $35.8M | 0.80% | +318,763+10.2% | Added |
| Ameriprise Financial Inc | 4,814,489 | $50.0M | 0.01% | −97,943−2.0% | Reduced |
| JPMorgan Chase & Co | 5,492,432 | $57.0M | 0.00% | −1,802,355−24.7% | Reduced |
| BlackRock, Inc. | 5,611,528 | $58.2M | 0.00% | +102,782+1.9% | Added |
| Vanguard Group Inc | 7,679,985 | $79.7M | 0.00% | +252,876+3.4% | Added |
| Mercer Global Advisors Inc | 102,213 | – | – | +102,213 | New |
| Champlain Investment Partners, LLC | 0 | $0 | 0.00% | −2,945,434−100.0% | Sold out |
| Franklin Resources Inc | 0 | $0 | 0.00% | −392,914−100.0% | Sold out |
| Holocene Advisors, LP | 0 | $0 | 0.00% | −180,812−100.0% | Sold out |
| State of New Jersey Common Pension Fund D | 0 | $0 | 0.00% | −164,889−100.0% | Sold out |
| Capstone Investment Advisors, LLC | 0 | $0 | 0.00% | −134,333−100.0% | Sold out |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0 | $0 | 0.00% | −129,271−100.0% | Sold out |
| Hussman Strategic Advisors, Inc. | 0 | $0 | 0.00% | −126,000−100.0% | Sold out |
| Astra Wealth Partners LLC | 0 | $0 | 0.00% | −92,000−100.0% | Sold out |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −88,337−100.0% | Sold out |
| Night Squared LP | 0 | $0 | 0.00% | −83,469−100.0% | Sold out |
| Natixis | 0 | $0 | 0.00% | −49,500−100.0% | Sold out |
| Summit Wealth Group LLC | 0 | $0 | 0.00% | −18,167−100.0% | Sold out |
| Diversified Trust Co | 0 | $0 | 0.00% | −33,995−100.0% | Sold out |
| Canada Pension Plan Investment Board | 0 | $0 | 0.00% | −31,400−100.0% | Sold out |
| Inscription Capital, LLC | 0 | $0 | 0.00% | −27,063−100.0% | Sold out |
| Pitcairn Co | 0 | $0 | 0.00% | −17,062−100.0% | Sold out |
| Ballentine Partners, LLC | 0 | $0 | 0.00% | −12,877−100.0% | Sold out |
| Envestnet Portfolio Solutions, Inc. | 0 | $0 | 0.00% | −12,792−100.0% | Sold out |
| Bridgefront Capital, LLC | 0 | $0 | 0.00% | −11,946−100.0% | Sold out |
| Cresset Asset Management, LLC | 0 | $0 | 0.00% | −10,709−100.0% | Sold out |
| Portside Wealth Group, LLC | 0 | $0 | 0.00% | −10,580−100.0% | Sold out |
| Delta Asset Management LLC | 0 | $0 | 0.00% | −5,000−100.0% | Sold out |
| GWM Advisors LLC | 0 | $0 | 0.00% | −2,009−100.0% | Sold out |
| Salem Investment Counselors Inc | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| Smartleaf Asset Management LLC | 0 | $0 | 0.00% | −1,009−100.0% | Sold out |
| Principal Securities, Inc. | 0 | $0 | 0.00% | −961−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −950−100.0% | Sold out |
| Brown Brothers Harriman & Co | 0 | $0 | 0.00% | −372−100.0% | Sold out |
| Quadrant Capital Group LLC | 0 | $0 | 0.00% | −348−100.0% | Sold out |
| Signaturefd, LLC | 0 | $0 | 0.00% | −309−100.0% | Sold out |
| Mather Group, LLC. | 0 | $0 | 0.00% | −280−100.0% | Sold out |
| Rothschild Investment LLC | 0 | $0 | 0.00% | −130−100.0% | Sold out |
| Main Street Group, LTD | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Clearstead Advisors, LLC | 0 | $0 | 0.00% | −68−100.0% | Sold out |
| Fortitude Family Office, LLC | 0 | $0 | 0.00% | −45−100.0% | Sold out |
| True Wealth Design, LLC | 0 | $0 | 0.00% | −37−100.0% | Sold out |
| Wealthspire Advisors, LLC | 0 | $0 | 0.00% | −32−100.0% | Sold out |
| Harbour Investments, Inc. | 0 | $0 | 0.00% | −15−100.0% | Sold out |
| Essential Partners LLC | 0 | $0 | 0.00% | −7−100.0% | Sold out |
| SJS Investment Consulting Inc. | 0 | $0 | 0.00% | −3−100.0% | Sold out |
| National Bank of Canada | 0 | $0 | 0.00% | −3−100.0% | Sold out |
| HFM Investment Advisors, LLC | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| Retirement Wealth Solutions LLC | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| Rialto Wealth Management, LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Cloud Capital Management, LLC | 0 | $0 | 0.00% | −3−100.0% | Sold out |
| SPC Financial, Inc. | – | – | – | – | Not filed |
| Binnacle Investments Inc | – | – | – | – | Not filed |
| Hemington Wealth Management | – | – | – | – | Not filed |