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
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 35 | $22.1M |
| Exits | 20 | $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 |
| Corebridge Financial, Inc. | 0.00% | — | 34,988 | $582K |
| Manufacturers Life Insurance Company, The | 0.00% | Reduce -3.5% | 34,458 | $573K |
| Deutsche Bank AG | 0.00% | Reduce -19.3% | 33,123 | $551K |
| Squarepoint Ops LLC | 0.00% | Reduce -54.2% | 31,983 | $532K |
| Mariner, LLC | 0.00% | Add +125.5% | 31,665 | $527K |
| Snowden Capital Advisors LLC | 0.02% | Add +5.3% | 31,307 | $523K |
| Baird Financial Group, Inc. | 0.00% | Add +11.2% | 31,364 | $522K |
| Avantax Advisory Services, Inc. | 0.00% | New | 30,743 | $512K |
| Townsquare Capital LLC | 0.01% | Reduce -2.5% | 30,558 | $508K |
| Trexquant Investment LP | 0.01% | New | 30,141 | $502K |
| New York State Common Retirement Fund | 0.00% | Add +0.0% | 27,607 | $459K |
| Janus Henderson Group PLC | 0.00% | Reduce -1.2% | 27,504 | $458K |
| Cresset Asset Management, LLC | 0.00% | Reduce -1.9% | 27,103 | $453K |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Reduce -15.6% | 26,447 | $440K |
| Prudential Financial Inc. | 0.00% | Reduce -0.7% | 24,234 | $403K |
| Truist Financial Corp. | 0.00% | Add +20.9% | 24,209 | $403K |
| Beacon Investment Advisors LLC | 0.21% | Reduce -1.1% | 24,102 | $401K |
| Keybank National Association | 0.00% | Add +26.8% | 24,012 | $400K |
| CANADA LIFE ASSURANCE Co | 0.00% | Add +250.3% | 23,981 | $399K |
| Voya Investment Management LLC | 0.00% | Reduce -2.6% | 23,472 | $391K |
| PEAK6 Investments LLC | 0.02% | Reduce -73.5% | 23,440 | $390K |
| Dark Forest Capital Management LP | 0.07% | New | 22,754 | $379K |
| HighTower Advisors, LLC | 0.00% | Add +4.3% | 22,944 | $378K |
| Smith Group Asset Management, LLC | 0.03% | New | 21,815 | $363K |
| State Board of Administration of Florida Retirement System | 0.00% | New | 20,560 | $342K |
| Personal Cfo Solutions, LLC | 0.05% | Reduce -3.1% | 20,058 | $334K |
| Arizona State Retirement System | 0.00% | Add +2.2% | 19,371 | $322K |
| Handelsbanken Fonder AB | 0.00% | No change | 18,900 | $314K |
| Schonfeld Strategic Advisors LLC | 0.00% | New | 18,714 | $311K |
| Diversify Wealth Management, LLC | 0.04% | — | 19,074 | $309K |
| Commerce Bank | 0.00% | Add +27.3% | 18,560 | $309K |
| Verdence Capital Advisors LLC | 0.03% | Reduce -18.6% | 18,506 | $308K |
| Waterloo Capital, L.P. | 0.04% | Reduce -1.8% | 17,885 | $298K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | No change | 17,566 | $292K |
| MML Investors Services, LLC | 0.00% | Reduce -13.1% | 16,854 | $280K |
| Cary Street Partners Investment Advisory LLC | 0.01% | Reduce -4.4% | 16,534 | $275K |
| Comerica Bank | 0.00% | Reduce -1.5% | 16,238 | $270K |
| Raymond James & Associates | 0.00% | Reduce -8.8% | 15,966 | $266K |
| Citigroup Inc. | 0.00% | Reduce -47.0% | 15,924 | $265K |
| Aigen Investment Management, LP | 0.05% | New | 14,974 | $249K |
| Simon Quick Advisors, LLC | 0.02% | Add +0.1% | 14,841 | $247K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +1377.1% | 13,988 | $233K |
| First Bank & Trust | 0.05% | Add +2.6% | 13,554 | $226K |
| Public Employees Retirement Association of Colorado | 0.00% | Reduce -27.1% | 12,759 | $212K |
| Atria Investments, Inc | 0.00% | New | 12,064 | $201K |
| Kestra Advisory Services, LLC | 0.00% | Add +1.5% | 12,034 | $200K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Add +11.6% | 11,838 | $197K |
| Cetera Investment Advisers | 0.00% | Reduce -8.3% | 11,814 | $197K |
| Choreo, LLC | 0.00% | New | 11,724 | $195K |
| M&T Bank Corp | 0.00% | Reduce -0.6% | 11,276 | $187K |
| MQS Management LLC | 0.11% | New | 11,249 | $187K |
| XTX Topco Ltd | 0.02% | New | 11,099 | $185K |
| Cerity Partners LLC | 0.00% | Add +0.5% | 10,965 | $182K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -52.2% | 10,671 | $178K |
| Diligent Investors, LLC | 0.04% | Reduce -4.6% | 10,389 | $173K |
| PNC Financial Services Group, Inc. | 0.00% | Add +31.5% | 9,461 | $157K |
| Parallel Advisors, LLC | 0.00% | Reduce -3.7% | 9,320 | $155K |
| FMR LLC | 0.00% | Add +139.9% | 8,130 | $135K |
| Ameritas Investment Partners, Inc. | 0.00% | Reduce -11.0% | 6,371 | $106K |
| SG Americas Securities, LLC | 0.00% | New | 6,200 | $103K |
| First Horizon Advisors, Inc. | 0.00% | Add +2.8% | 5,930 | $99K |
| Osaic Holdings, Inc. | 0.00% | Reduce -16.3% | 5,511 | $92K |
| Northwest & Ethical Investments L.P. | 0.00% | New | 5,100 | $85K |
| Harbor Investment Advisory, LLC | 0.01% | Reduce -16.3% | 5,063 | $84K |
| Delta Asset Management LLC | 0.01% | No change | 5,000 | $83K |
| Canada Pension Plan Investment Board | 0.00% | New | 4,800 | $80K |
| EntryPoint Capital, LLC | 0.04% | New | 4,607 | $77K |
| Arax Advisory Partners | 0.01% | Add +15.4% | 4,008 | $67K |
| State of Wyoming | 0.01% | Reduce -40.3% | 2,979 | $50K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 2,775 | $46K |
| Fifth Third Bancorp | 0.00% | New | 2,665 | $44K |
| Amalgamated Bank | 0.00% | Add +7.0% | 2,462 | $41K |
| Concourse Financial Group Securities, Inc. | 0.00% | Reduce -1.2% | 2,180 | $36K |
| Assetmark, Inc. | 0.00% | Add +28.6% | 1,981 | $33K |
| Newton One Investments LLC | 0.01% | Add +0.3% | 1,679 | $28K |
| Quadrant Capital Group LLC | 0.00% | No change | 1,332 | $22K |
| CBIZ Investment Advisory Services, LLC | 0.00% | Reduce -1.6% | 1,258 | $21K |
| Salem Investment Counselors Inc. | 0.00% | No change | 1,000 | $17K |
| Beacon Capital Management, LLC | 0.00% | No change | 1,000 | $17K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -15.3% | 1,000 | $16K |
| Carolina Wealth Advisors, LLC | 0.01% | No change | 800 | $13K |
| Cwm, LLC | 0.00% | Add +11.5% | 707 | $12K |
| Signaturefd, LLC | 0.00% | Reduce -6.4% | 684 | $11K |
| Hazlett, Burt & Watson, Inc. | 0.01% | No change | 650 | $11K |
| Mather Group, Llc. | 0.00% | Add +3.3% | 567 | $10K |
| Principal Securities, Inc. | 0.00% | Add +45.5% | 624 | $10K |
| Spire Wealth Management | 0.00% | Reduce -4.8% | 600 | $10K |
| US Bancorp \de | 0.00% | Reduce -17.5% | 574 | $10K |
| Mercer Global Advisors Inc. | 0.00% | New | 119,043 | $9K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -37.5% | 500 | $8K |
| Opal Wealth Advisors, LLC | 0.00% | Add +8.2% | 491 | $8K |
| VitalStone Financial, LLC | 0.01% | Reduce -27.0% | 471 | $8K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +5233.3% | 480 | $7K |
| GAMMA Investing LLC | 0.00% | Add +96.0% | 390 | $6K |
| Global Retirement Partners, LLC | 0.00% | Reduce -10.8% | 339 | $6K |
| Private Trust Co. NA | 0.00% | Reduce -11.4% | 312 | $5K |
| Macquarie Group Ltd. | 0.00% | New | 291 | $5K |
| Triad Wealth Partners, LLC | 0.00% | New | 247 | $4K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | No change | 219 | $4K |
| International Assets Investment Management, LLC | 0.00% | New | 201 | $3K |
| Financial Network Wealth Advisors LLC | 0.00% | New | 176 | $3K |
| Whittier Trust Co. | 0.00% | New | 152 | $3K |
| Blue Trust, Inc. | 0.00% | New | 132 | $2K |
| Nisa Investment Advisors, LLC | 0.00% | Reduce -2.9% | 133 | $2K |
| Lanark Financial, Inc. | 0.00% | Reduce -49.4% | 128 | $2K |
| 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 |
| Fuller & Thaler Asset Management, Inc. | 0.00% | Reduce -93.5% | 87 | $1K |
| Farther Finance Advisors, LLC | 0.00% | New | 47 | $782 |
| Allworth Financial LP | 0.00% | Add +105.0% | 41 | $641 |
| JFS Wealth Advisors, LLC | 0.00% | Add +150.0% | 30 | $500 |
| Lindbrook Capital, LLC | 0.00% | No change | 20 | $333 |
| SJS Investment Consulting Inc. | 0.00% | No change | 7 | $117 |
| DiNuzzo Private Wealth, Inc. | 0.00% | Add +20.0% | 6 | $100 |
| Huntington National Bank | 0.00% | No change | 2 | $33 |
| 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.