Utz BrandsUTZ

13F holders, Q1 2024 (March 31)
199holders
6famous investors
$18.44avg. 13F price*

At the end of Q1 2024, 199 institutions reported holding Utz Brands Inc. (UTZ) in their 13F filings. The largest holders were Vanguard Group Inc. ($117.7M), T. Rowe Price Investment Management, Inc. ($106.1M) and BlackRock Inc. ($98.0M). 6 famous investors held it, including Ron Baron (0.2% of Baron Capital (BAMCO)'s portfolio), Israel Englander (0.1% of Millennium Management's portfolio) and Steve Cohen (0.0% of Point72 Asset Management's portfolio).

Company
Utz Brands Inc.
CUSIP
918090101
Latest filing quarter
Q2 2026

History

Number of 13F holders

050100150200250 Q1 2024: 199Q1 2024Q2 2024: 217Q2 2024Q3 2024: 213Q3 2024Q4 2024: 223Q4 2024Q1 2025: 238Q1 2025Q2 2025: 238Q2 2025Q3 2025: 239Q3 2025Q4 2025: 229Q4 2025Q1 2026: 226Q1 2026Q2 2026: 235Q2 2026

Total Exit/New Position Q1 2024

InstitutionsTotal Value
New Positions23$16.8M
Exits27$9.0M

Ownership 199 holders

Vanguard Group Inc. 0.00% Reduce -5.8% 6,385,328 $117.7M
T. Rowe Price Investment Management, Inc. 0.06% Add +40.3% 5,754,385 $106.1M
BlackRock Inc. 0.00% Reduce -4.8% 5,317,134 $98.0M
Champlain Investment Partners, LLC 0.54% Reduce -8.6% 5,151,390 $95.0M
Neuberger Berman Group LLC 0.07% Reduce -4.0% 4,523,104 $83.4M
Millennium Management 0.07% Add +118.1% 4,189,067 $77.2M
JPMorgan Chase & Co. 0.01% Reduce -18.4% 4,164,739 $76.8M
DF Dent & Co. Inc. 0.83% Reduce -4.9% 3,671,801 $67.7M
Baron Capital (BAMCO) 0.16% No change 3,250,000 $59.9M
Copeland Capital Management, LLC 1.02% Add +2.8% 3,033,925 $55.9M
Ameriprise Financial Inc. 0.01% Add +23.4% 2,165,988 $39.9M
State Street Corp. 0.00% Add +0.5% 1,594,270 $29.4M
Geode Capital Management, LLC 0.00% Add +3.0% 1,518,319 $28.0M
Jennison Associates LLC 0.02% Add +15.2% 1,331,581 $24.6M
Dimensional Fund Advisors LP 0.01% Add +2.6% 1,243,644 $22.9M
Readystate Asset Management LP 1.21% Add +170.2% 1,214,731 $22.4M
GW&K Investment Management, LLC 0.18% Add +2.6% 1,080,949 $19.9M
Victory Capital Management Inc. 0.02% Add +3083.1% 1,014,963 $18.7M
Goldman Sachs Group Inc. 0.00% Reduce -40.9% 1,007,613 $18.6M
Marshall Wace, LLP 0.03% Add +209.2% 975,604 $18.0M
Northern Trust Corp. 0.00% Add +3.7% 963,693 $17.8M
Clearbridge Investments, LLC 0.01% Add +2.2% 874,124 $16.1M
Emerald Advisers, LLC 0.59% Add +2.8% 796,793 $14.7M
Envestnet Asset Management Inc. 0.00% Add +3.0% 681,372 $12.6M
Emerald Mutual Fund Advisers Trust 0.61% No change 633,933 $11.7M
UBS Group AG 0.00% Add +0.6% 606,891 $11.2M
Gratus Capital, LLC 0.48% Add +2.5% 565,987 $10.4M
Charles Schwab Investment Management Inc. 0.00% Add +0.1% 546,491 $10.1M
First Eagle Investment Management, LLC 0.02% Reduce -4.2% 436,846 $8.1M
Bank of New York Mellon Corp 0.00% Reduce -4.5% 435,426 $8.0M
Point72 Asset Management 0.02% New 404,319 $7.5M
DAVENPORT & Co LLC 0.05% Reduce -15.4% 403,299 $7.4M
Barclays PLC 0.00% Add +47.4% 402,090 $7.4M
Morgan Stanley 0.00% Reduce -30.5% 398,633 $7.4M
Royal Bank of Canada 0.00% Reduce -8.3% 338,946 $6.3M
State of Wisconsin Investment Board 0.02% Reduce -10.8% 310,769 $5.7M
Vestcor Inc 0.19% Add +21.8% 306,300 $5.6M
Verition Fund Management LLC 0.06% Add +25.5% 294,665 $5.4M
Bank of America Corp. 0.00% Reduce -0.6% 242,835 $4.5M
Alliancebernstein L.P. 0.00% Add +6.1% 226,220 $4.2M
Crawford Investment Counsel Inc. 0.07% New 215,541 $4.0M
Ami Asset Management Corp. 0.20% Add +7.3% 208,465 $3.8M
Sei Investments Co. 0.01% Add +1.7% 187,940 $3.5M
Natixis Advisors, LLC 0.01% Reduce -0.6% 177,880 $3.3M
Nuveen Asset Management, LLC 0.00% Reduce -41.4% 175,444 $3.2M
Stifel Financial Corp. 0.00% Add +7.0% 168,701 $3.1M
Bahl & Gaynor LLC 0.02% Add +15.1% 165,328 $3.0M
King Luther Capital Management Corp. 0.01% No change 162,513 $3.0M
Invesco Ltd. 0.00% Add +115.4% 157,284 $2.9M
State of New Jersey Common Pension Fund D 0.01% Reduce -21.4% 148,383 $2.7M
First Trust Advisors LP 0.00% Add +396.3% 140,662 $2.6M
Advisors Capital Management, LLC 0.05% Reduce -80.0% 139,094 $2.6M
Swiss National Bank 0.00% No change 135,900 $2.5M
Pathstone Holdings, LLC 0.01% Reduce -1.0% 134,968 $2.5M
Select Asset Management & Trust 0.90% Reduce -38.9% 118,038 $2.2M
Landscape Capital Management, L.L.C. 0.19% New 115,174 $2.1M
TD Asset Management Inc 0.00% Add +7.9% 112,354 $2.1M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% No change 110,129 $2.0M
Wells Fargo & Company 0.00% Add +17.2% 98,452 $1.8M
Orion Porfolio Solutions, LLC 0.02% Add +64.5% 96,992 $1.8M
Orion Portfolio Solutions, LLC 0.02% Add +64.5% 96,992 $1.8M
Bessemer Group Inc. 0.00% Reduce -8.2% 96,380 $1.8M
Rhumbline Advisers 0.00% Add +1.4% 95,820 $1.8M
PEAK6 Investments LLC 0.08% Add +383.8% 88,348 $1.6M
Susquehanna International Group, LLP 0.00% Add +5.0% 81,936 $1.5M
Jane Street Group, LLC 0.00% Add +90.7% 77,156 $1.4M
American Century Companies Inc. 0.00% Add +63.3% 73,460 $1.4M
Squarepoint Ops LLC 0.01% Add +192.6% 69,768 $1.3M
California State Teachers Retirement System 0.00% Reduce -5.5% 69,262 $1.3M
Legal & General Group Plc 0.00% Reduce -0.6% 61,724 $1.1M
Ensign Peak Advisors, Inc 0.00% Reduce -4.8% 60,993 $1.1M
Credit Suisse AG/ 0.00% Add +7.2% 60,071 $1.1M
Susquehanna Portfolio Strategies, LLC 0.03% No change 59,439 $1.1M
Russell Investments Group, Ltd. 0.00% Reduce -1.0% 58,662 $1.1M
T. Rowe Price Associates Inc. 0.00% Add +4.6% 57,879 $1.1M
Walleye Capital LLC 0.01% Reduce -16.7% 56,503 $1.0M
Two Sigma Investments, LP 0.00% New 54,955 $1.0M
Outfitters Financial LLC 0.81% Reduce -0.8% 53,765 $991K
Diversified Trust Co. 0.02% Add +11.7% 42,945 $792K
Deutsche Bank AG 0.00% Add +3.7% 41,037 $757K
Rockefeller Capital Management L.P. 0.00% Reduce -48.7% 40,472 $746K
Oppenheimer Asset Management Inc. 0.01% Reduce -12.5% 39,170 $722K
MetLife Investment Management, LLC 0.00% No change 39,064 $720K
SeaCrest Wealth Management, LLC 0.09% Reduce -1.4% 38,745 $714K
LPL Financial LLC 0.00% Reduce -5.9% 38,082 $702K
Manufacturers Life Insurance Company, The 0.00% Add +6.0% 35,707 $658K
American International Group, Inc. 0.00% Reduce -0.8% 35,507 $655K
Franklin Resources Inc. 0.00% Add +0.3% 35,096 $647K
AQR Arbitrage LLC 0.03% New 35,000 $645K
Creative Planning 0.00% Add +48.5% 34,353 $633K
Townsquare Capital LLC 0.01% Reduce -14.1% 31,355 $578K
Raymond James Financial Services Advisors, Inc. 0.00% Add +2.3% 31,329 $578K
Citigroup Inc. 0.00% Reduce -5.8% 30,035 $554K
Snowden Capital Advisors LLC 0.02% Reduce -6.0% 29,736 $548K
Baird Financial Group, Inc. 0.00% Add +45.0% 28,213 $520K
Crestline Management, L.P. 0.05% New 28,000 $516K
Janus Henderson Group PLC 0.00% Add +0.0% 27,843 $513K
Cresset Asset Management, LLC 0.00% Add +5.1% 27,614 $509K
New York State Common Retirement Fund 0.00% Add +0.0% 27,605 $509K
Mirae Asset Global Investments Co., Ltd. 0.00% Reduce -10.9% 28,306 $482K

"% of holder's portfolio" is UTZ's weight in each manager's 13F, not the share of Utz Brands Inc. the manager owns.

Show all 199 holders