Utz BrandsUTZ

13F holders, Q2 2024 (June 30)
217holders +18
35new positions
20sold out
6famous investors
$16.62avg. 13F price*

At the end of Q2 2024, 217 institutions reported holding Utz Brands Inc. (UTZ) in their 13F filings, up 18 from Q1 2024. 35 opened new positions and 20 sold out. The largest holders were Vanguard Group Inc. ($114.8M), T. Rowe Price Investment Management, Inc. ($94.5M) and BlackRock Inc. ($85.4M). 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 Joel Greenblatt (0.0% of Gotham 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 → Q2 2024

InstitutionsTotal Value
New Positions35$22.1M
Exits20$16.0M

All 13F filers, Q1 2024 → Q2 2024: 5,434,400 shares bought and 4,867,961 shares sold, net +566,439 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 217 holders

Vanguard Group Inc. 0.00% Add +8.0% 6,897,388 $114.8M
T. Rowe Price Investment Management, Inc. 0.06% Reduce -1.4% 5,676,926 $94.5M
BlackRock Inc. 0.00% Reduce -3.5% 5,131,867 $85.4M
Champlain Investment Partners, LLC 0.52% Reduce -0.6% 5,120,675 $85.2M
Neuberger Berman Group LLC 0.06% Reduce -9.7% 4,085,086 $68.0M
JPMorgan Chase & Co. 0.01% Reduce -5.9% 3,919,008 $65.2M
Millennium Management 0.05% Reduce -10.5% 3,749,704 $62.4M
Baron Capital (BAMCO) 0.15% No change 3,250,000 $54.1M
Copeland Capital Management, LLC 0.95% Add +0.6% 3,053,204 $50.8M
DF Dent & Co. Inc. 0.65% Reduce -17.1% 3,043,010 $50.6M
Ameriprise Financial Inc. 0.01% Add +34.5% 2,914,089 $48.5M
Jennison Associates LLC 0.02% Add +56.7% 2,086,678 $34.7M
State Street Corp. 0.00% Add +0.7% 1,606,093 $26.9M
Geode Capital Management, LLC 0.00% Reduce -1.1% 1,500,911 $25.0M
GW&K Investment Management, LLC 0.21% Add +28.6% 1,389,995 $23.1M
Victory Capital Management Inc. 0.02% Add +22.0% 1,238,425 $20.6M
Dimensional Fund Advisors LP 0.01% Reduce -4.3% 1,190,524 $19.8M
Goldman Sachs Group Inc. 0.00% Reduce -3.8% 969,603 $16.1M
Northern Trust Corp. 0.00% Add +0.1% 964,843 $16.1M
Marshall Wace, LLP 0.02% Reduce -16.7% 812,646 $13.5M
Emerald Advisers, LLC 0.53% Reduce -5.5% 752,957 $12.5M
Clearbridge Investments, LLC 0.01% Reduce -18.1% 715,495 $11.9M
Morgan Stanley 0.00% Add +74.7% 696,481 $11.6M
Envestnet Asset Management Inc. 0.00% Add +2.1% 696,019 $11.6M
UBS Group AG 0.00% Add +7.1% 649,926 $10.8M
Emerald Mutual Fund Advisers Trust 0.55% No change 633,933 $10.5M
Gratus Capital, LLC 0.39% Add +3.0% 583,117 $9.7M
Charles Schwab Investment Management Inc. 0.00% Reduce -0.7% 542,677 $9.0M
Readystate Asset Management LP 0.77% Reduce -55.6% 538,766 $9.0M
Barclays PLC 0.00% Add +13.8% 457,710 $7.6M
Bank of New York Mellon Corp 0.00% Add +2.6% 446,918 $7.4M
First Eagle Investment Management, LLC 0.02% Add +1.0% 441,396 $7.3M
DAVENPORT & Co LLC 0.04% Reduce -4.6% 384,630 $6.4M
Picton Mahoney Asset Management 0.23% New 325,810 $5.4M
Royal Bank of Canada 0.00% Reduce -8.3% 310,744 $5.2M
Vestcor Inc 0.15% Reduce -13.3% 265,700 $4.4M
Bank of America Corp. 0.00% Add +8.2% 262,825 $4.4M
Castleark Management LLC 0.17% New 257,170 $4.3M
Bahl & Gaynor LLC 0.02% Add +45.1% 239,961 $4.0M
Verition Fund Management LLC 0.03% Reduce -19.0% 238,712 $4.0M
Crawford Investment Counsel Inc. 0.07% Add +5.6% 227,641 $3.8M
Alliancebernstein L.P. 0.00% Reduce -4.1% 217,020 $3.6M
Sei Investments Co. 0.00% Add +9.5% 205,751 $3.4M
Stifel Financial Corp. 0.00% Add +9.4% 184,610 $3.1M
Nuveen Asset Management, LLC 0.00% No change 175,444 $2.9M
King Luther Capital Management Corp. 0.01% Add +4.8% 170,390 $2.8M
Invesco Ltd. 0.00% Add +8.0% 169,814 $2.8M
Jane Street Group, LLC 0.00% Add +108.6% 160,938 $2.7M
Natixis Advisors, LLC 0.01% Reduce -9.6% 160,831 $2.7M
Citadel Advisors 0.00% Add +6787.5% 157,379 $2.6M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Add +38.9% 152,944 $2.5M
Advisors Capital Management, LLC 0.04% Add +3.0% 143,262 $2.4M
Swiss National Bank 0.00% No change 135,900 $2.3M
Pathstone Holdings, LLC 0.01% Add +0.2% 135,281 $2.3M
Select Asset Management & Trust 0.78% No change 118,038 $2.0M
HRT Financial LP 0.01% Add +907.7% 116,178 $1.9M
TD Asset Management Inc 0.00% No change 112,354 $1.9M
Wells Fargo & Company 0.00% Add +10.1% 108,354 $1.8M
ExodusPoint Capital Management, LP 0.02% Add +472.9% 100,345 $1.7M
State of New Jersey Common Pension Fund D 0.01% Reduce -32.4% 100,343 $1.7M
Rhumbline Advisers 0.00% Add +3.6% 99,286 $1.7M
Susquehanna International Group, LLP 0.00% Add +16.7% 95,634 $1.6M
Bessemer Group Inc. 0.00% Reduce -1.5% 94,967 $1.6M
Orion Porfolio Solutions, LLC 0.02% Reduce -6.7% 90,470 $1.5M
Orion Portfolio Solutions, LLC 0.02% Reduce -6.7% 90,470 $1.5M
Balyasny Asset Management L.P. 0.00% New 88,802 $1.5M
Ami Asset Management Corp. 0.08% Reduce -58.6% 86,263 $1.4M
Two Sigma Investments, LP 0.00% Add +52.2% 83,657 $1.4M
Gsa Capital Partners LLP 0.10% New 82,961 $1.4M
American Century Companies Inc. 0.00% Add +10.9% 81,441 $1.4M
California State Teachers Retirement System 0.00% Reduce -3.0% 67,198 $1.1M
Quantbot Technologies LP 0.05% Add +413.3% 66,667 $1.1M
Ensign Peak Advisors, Inc 0.00% No change 60,993 $1.0M
Dynamic Technology Lab Private Ltd 0.11% New 59,569 $991K
Susquehanna Portfolio Strategies, LLC 0.04% No change 59,439 $989K
Legal & General Group Plc 0.00% Reduce -3.8% 59,352 $988K
Russell Investments Group, Ltd. 0.00% Add +0.7% 59,089 $983K
T. Rowe Price Associates Inc. 0.00% Add +1.1% 58,502 $974K
D. E. Shaw & Co. 0.00% Add +433.7% 55,662 $926K
Crestline Management, L.P. 0.07% Add +98.4% 55,560 $925K
Principal Financial Group Inc. 0.00% New 54,939 $914K
Kimelman & Baird, LLC 0.07% — 54,484 $907K
Outfitters Financial LLC 0.74% Reduce -0.1% 53,735 $894K
Gotham Asset Management 0.01% Add +401.6% 53,634 $892K
Renaissance Technologies 0.00% New 53,500 $890K
State of Wisconsin Investment Board 0.00% Reduce -84.1% 49,528 $824K
Jefferies Financial Group Inc. 0.02% New 49,022 $816K
Graham Capital Management, L.P. 0.05% New 47,324 $787K
Diversified Trust Co. 0.02% Add +4.5% 44,870 $747K
Rockefeller Capital Management L.P. 0.00% Add +1.6% 41,139 $685K
Deerfield Management Company, L.P. 0.01% New 40,097 $667K
SeaCrest Wealth Management, LLC 0.07% Reduce -0.7% 38,460 $640K
LPL Financial LLC 0.00% Add +0.7% 38,359 $638K
Oppenheimer Asset Management Inc. 0.01% Reduce -2.2% 38,302 $637K
MetLife Investment Management, LLC 0.00% Reduce -2.2% 38,197 $636K
Creative Planning 0.00% Add +8.2% 37,155 $618K
Franklin Resources Inc. 0.00% Add +5.2% 36,935 $615K
Petrus Trust Company, LTA 0.06% New 36,797 $612K
Legacy Wealth Asset Management, LLC 0.17% Add +38.9% 35,994 $599K
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% — 35,794 $596K

"% 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 217 holders