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
Legacy Wealth Asset Management, LLC 0.13% Add +12.8% 25,914 $478K
Prudential Financial Inc. 0.00% Add +47.9% 24,404 $450K
Beacon Investment Advisors LLC 0.26% Reduce -0.2% 24,366 $449K
Voya Investment Management LLC 0.00% Reduce -18.5% 24,094 $444K
Verdence Capital Advisors LLC 0.04% Add +45.3% 22,746 $419K
Cambridge Investment Research Advisors, Inc. 0.00% Add +16.4% 22,328 $412K
HighTower Advisors, LLC 0.00% Add +7.3% 22,001 $402K
Personal Cfo Solutions, LLC 0.06% Add +0.7% 20,711 $382K
Truist Financial Corp. 0.00% Reduce -6.8% 20,033 $369K
Diversify Advisory Services, LLC 0.02% — 19,296 $359K
MML Investors Services, LLC 0.00% Add +0.7% 19,392 $358K
Arizona State Retirement System 0.00% Reduce -1.7% 18,955 $350K
Keybank National Association 0.00% Add +19.9% 18,933 $349K
Handelsbanken Fonder AB 0.00% Add +81.7% 18,900 $349K
Waterloo Capital, L.P. 0.04% Add +74.5% 18,207 $336K
First National Bank of Omaha 0.02% New 23,266 $328K
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% No change 17,566 $324K
ExodusPoint Capital Management, LP 0.00% Reduce -48.3% 17,514 $323K
Public Employees Retirement Association of Colorado 0.00% No change 17,495 $323K
Raymond James & Associates 0.00% Reduce -4.7% 17,515 $323K
Cary Street Partners Investment Advisory LLC 0.01% Reduce -3.4% 17,290 $319K
Comerica Bank 0.00% Add +5.4% 16,491 $304K
Simon Quick Advisors, LLC 0.02% No change 14,834 $274K
Commerce Bank 0.00% Add +0.2% 14,580 $269K
Mariner, LLC 0.00% Add +11.5% 14,042 $259K
First Bank & Trust 0.05% Reduce -2.4% 13,207 $244K
Quantbot Technologies LP 0.01% New 12,987 $239K
ProShare Advisors LLC 0.00% Add +8.5% 12,944 $239K
Cetera Investment Advisers 0.00% Add +1.9% 12,879 $237K
Kestra Advisory Services, LLC 0.00% Reduce -8.2% 11,851 $219K
HRT Financial LP 0.00% Reduce -89.2% 11,529 $212K
M&T Bank Corp 0.00% Reduce -6.8% 11,345 $209K
Cerity Partners LLC 0.00% Add +6.3% 10,914 $201K
Diligent Investors, LLC 0.05% Reduce -6.0% 10,887 $201K
Gotham Asset Management 0.00% New 10,693 $197K
Envestnet Portfolio Solutions, Inc. 0.00% New 10,610 $196K
D. E. Shaw & Co. 0.00% Reduce -56.2% 10,430 $192K
Parallel Advisors, LLC 0.00% Reduce -2.5% 9,676 $178K
PNC Financial Services Group, Inc. 0.00% Reduce -0.9% 7,194 $133K
Ameritas Investment Partners, Inc. 0.00% No change 7,158 $132K
CANADA LIFE ASSURANCE Co 0.00% No change 6,846 $126K
Osaic Holdings, Inc. 0.00% Reduce -93.6% 6,582 $121K
Harbor Investment Advisory, LLC 0.01% Reduce -12.2% 6,050 $112K
First Horizon Advisors, Inc. 0.00% Reduce -5.1% 5,769 $106K
Delta Asset Management LLC 0.01% No change 5,000 $92K
State of Wyoming 0.02% Add +82.5% 4,992 $92K
Metropolitan Life Insurance Co 0.00% Reduce -12.6% 3,867 $71K
Arax Advisory Partners 0.01% Add +0.3% 3,474 $64K
FMR LLC 0.00% Add +11.6% 3,389 $62K
Brown Brothers Harriman & Co. 0.00% New 2,775 $51K
Citadel Advisors 0.00% Reduce -99.2% 2,285 $42K
Amalgamated Bank 0.00% Reduce -77.2% 2,302 $42K
Concourse Financial Group Securities, Inc. 0.00% Add +2.3% 2,207 $41K
Newton One Investments LLC 0.01% Add +0.3% 1,674 $31K
Assetmark, Inc. 0.00% No change 1,540 $28K
Fuller & Thaler Asset Management, Inc. 0.00% New 1,343 $25K
Quadrant Capital Group LLC 0.00% No change 1,332 $25K
CBIZ Investment Advisory Services, LLC 0.00% New 1,278 $24K
CIBC Private Wealth Group LLC 0.00% New 1,180 $22K
Beacon Capital Management, LLC 0.00% No change 1,000 $18K
Salem Investment Counselors Inc. 0.00% No change 1,000 $18K
Tower Research Capital LLC (TRC) 0.00% Reduce -95.4% 947 $17K
Carolina Wealth Advisors, LLC 0.01% No change 800 $15K
Steward Partners Investment Advisory, LLC 0.00% Reduce -33.3% 800 $15K
First Manhattan Co. Llc. 0.00% No change 775 $14K
Signaturefd, LLC 0.00% Add +6.9% 731 $13K
US Bancorp \de 0.00% Reduce -1.3% 696 $13K
VitalStone Financial, LLC 0.01% Reduce -97.8% 645 $12K
Hazlett, Burt & Watson, Inc. 0.01% No change 650 $12K
Cwm, LLC 0.00% Add +3.9% 634 $12K
Spire Wealth Management 0.00% No change 630 $12K
Avior Wealth Management, LLC 0.00% Add +288.4% 536 $10K
CoreCap Advisors, LLC 0.00% New 484 $9K
Mather Group, Llc. 0.00% New 549 $9K
Opal Wealth Advisors, LLC 0.00% New 454 $8K
Principal Securities, Inc. 0.00% Reduce -24.3% 429 $8K
Global Retirement Partners, LLC 0.00% No change 380 $7K
Private Trust Co. NA 0.00% No change 352 $6K
Catalyst Funds Management Pty Ltd 0.00% — 300 $6K
Mitsubishi UFJ Asset Management Co., Ltd. 0.00% No change 219 $4K
Lanark Financial, Inc. 0.00% No change 253 $4K
GAMMA Investing LLC 0.00% Add +8.2% 199 $4K
Park Place Capital Corp 0.00% New 175 $3K
Nisa Investment Advisors, LLC 0.00% New 137 $3K
Main Street Group, LTD 0.00% No change 100 $2K
Sandy Spring Bank 0.00% No change 100 $2K
Northwestern Mutual Wealth Management Co. 0.00% No change 100 $2K
IFP Advisors, Inc 0.00% No change 90 $2K
AlphaQuest LLC 0.00% New 75 $1K
MassMutual Private Wealth & Trust, FSB 0.00% New 26 $479
Allworth Financial LP 0.00% Reduce -72.2% 20 $369
Lindbrook Capital, LLC 0.00% No change 20 $369
JFS Wealth Advisors, LLC 0.00% Add +50.0% 12 $222
EverSource Wealth Advisors, LLC 0.00% New 9 $162
SJS Investment Consulting Inc. 0.00% Add +40.0% 7 $130
DiNuzzo Private Wealth, Inc. 0.00% Add +150.0% 5 $93
Rothschild Investment LLC 0.00% New 5 $92
Huntington National Bank 0.00% Reduce -97.5% 2 $37
Covestor Ltd 0.00% No change 7 $0

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