Utz BrandsUTZ

13F holders, Q3 2024 (September 30)
213holders −4
30new positions
35sold out
4famous investors
$17.70avg. 13F price*

At the end of Q3 2024, 213 institutions reported holding Utz Brands Inc. (UTZ) in their 13F filings, down 4 from Q2 2024. 30 opened new positions and 35 sold out. The largest holders were Vanguard Group Inc. ($123.8M), JPMorgan Chase & Co. ($119.4M) and T. Rowe Price Investment Management, Inc. ($109.7M). 4 famous investors held it, including Ron Baron (0.2% of Baron Capital (BAMCO)'s portfolio), Israel Englander (0.0% 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 Q2 2024 → Q3 2024

InstitutionsTotal Value
New Positions30$36.4M
Exits35$24.7M

All 13F filers, Q2 2024 → Q3 2024: 8,954,977 shares bought and 7,880,743 shares sold, net +1,074,234 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 213 holders

Vanguard Group Inc. 0.00% Add +1.4% 6,992,782 $123.8M
JPMorgan Chase & Co. 0.01% Add +72.2% 6,747,536 $119.4M
T. Rowe Price Investment Management, Inc. 0.07% Add +9.2% 6,200,420 $109.7M
BlackRock, Inc. 0.00% — 5,124,314 $90.7M
Champlain Investment Partners, LLC 0.49% Reduce -10.4% 4,588,206 $81.2M
Neuberger Berman Group LLC 0.06% Reduce -0.4% 4,067,284 $72.0M
Ameriprise Financial Inc. 0.02% Add +17.1% 3,412,284 $60.4M
Baron Capital (BAMCO) 0.15% No change 3,250,000 $57.5M
Copeland Capital Management, LLC 0.94% Add +0.2% 3,058,049 $54.1M
Millennium Management 0.04% Reduce -33.1% 2,507,367 $44.4M
State Street Corp. 0.00% Add +9.5% 1,758,961 $31.3M
Geode Capital Management, LLC 0.00% Add +3.1% 1,548,231 $27.4M
Jennison Associates LLC 0.02% Reduce -25.9% 1,545,257 $27.4M
Victory Capital Management Inc. 0.03% Add +19.0% 1,474,047 $26.1M
GW&K Investment Management, LLC 0.20% Reduce -4.4% 1,329,060 $23.5M
Dimensional Fund Advisors LP 0.01% Add +7.8% 1,283,638 $22.7M
DF Dent & Co. Inc. 0.26% Reduce -60.0% 1,217,329 $21.5M
Goldman Sachs Group Inc. 0.00% Add +6.5% 1,032,829 $18.3M
Marshall Wace, LLP 0.02% Add +21.9% 990,280 $17.5M
Northern Trust Corp. 0.00% Reduce -3.8% 928,110 $16.4M
Boston Partners 0.02% New 855,160 $15.0M
Balyasny Asset Management L.P. 0.04% Add +811.6% 809,561 $14.3M
Clearbridge Investments, LLC 0.01% Reduce -0.8% 710,062 $12.6M
Envestnet Asset Management Inc. 0.00% Reduce -7.6% 643,275 $11.4M
Bank of America Corp. 0.00% Add +131.6% 608,804 $10.8M
Focus Partners Wealth 0.03% New 595,501 $10.5M
UBS Group AG 0.00% Reduce -10.8% 579,749 $10.3M
Charles Schwab Investment Management Inc. 0.00% Add +5.3% 571,161 $10.1M
Barclays PLC 0.00% Add +21.4% 555,477 $9.8M
Morgan Stanley 0.00% Reduce -24.2% 527,797 $9.3M
First Eagle Investment Management, LLC 0.02% Add +2.7% 453,396 $8.0M
DAVENPORT & Co LLC 0.05% Add +17.3% 451,250 $8.0M
Emerald Advisers, LLC 0.30% Reduce -41.5% 440,096 $7.8M
Bank of New York Mellon Corp 0.00% Reduce -13.2% 387,859 $6.9M
Alliancebernstein L.P. 0.00% Add +57.2% 341,220 $6.0M
Emerald Mutual Fund Advisers Trust 0.30% Reduce -49.2% 321,951 $5.7M
Bahl & Gaynor LLC 0.03% Add +26.5% 303,580 $5.4M
Vestcor Inc 0.17% Add +11.4% 296,100 $5.2M
Readystate Asset Management LP 0.64% Reduce -46.4% 289,000 $5.1M
Crawford Investment Counsel Inc. 0.07% Add +8.4% 246,871 $4.4M
King Luther Capital Management Corp. 0.02% Add +42.7% 243,146 $4.3M
Alyeska Investment Group, L.P. 0.02% New 237,441 $4.2M
Sei Investments Co. 0.00% Reduce -1.1% 203,439 $3.6M
Stifel Financial Corp. 0.00% Add +6.3% 196,251 $3.5M
Royal Bank of Canada 0.00% Reduce -42.6% 178,404 $3.2M
Nuveen Asset Management, LLC 0.00% Reduce -5.2% 166,330 $2.9M
Gsa Capital Partners LLP 0.22% Add +100.0% 165,896 $2.9M
Jane Street Group, LLC 0.00% Reduce -8.1% 147,898 $2.6M
Advisors Capital Management, LLC 0.04% Reduce -1.2% 141,545 $2.5M
Susquehanna International Group, LLP 0.00% Add +47.5% 141,055 $2.5M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Reduce -10.1% 137,460 $2.4M
Swiss National Bank 0.00% No change 135,900 $2.4M
Pathstone Holdings, LLC 0.01% Reduce -0.4% 134,719 $2.4M
Wells Fargo & Company 0.00% Add +22.2% 132,456 $2.3M
Squarepoint Ops LLC 0.01% Add +280.6% 121,740 $2.2M
Select Asset Management & Trust 0.77% No change 118,038 $2.1M
State of New Jersey Common Pension Fund D 0.01% Add +16.1% 116,544 $2.1M
TD Asset Management Inc 0.00% No change 112,354 $2.0M
Bessemer Group Inc. 0.00% No change 94,967 $1.7M
Rhumbline Advisers 0.00% Reduce -6.0% 93,346 $1.7M
NFJ Investment Group, LLC 0.05% New 93,258 $1.7M
Trexquant Investment LP 0.02% Add +188.5% 86,946 $1.5M
Schonfeld Strategic Advisors LLC 0.01% Add +363.2% 86,688 $1.5M
Jupiter Asset Management Ltd. 0.01% New 86,670 $1.5M
Orion Porfolio Solutions, LLC 0.02% Reduce -5.4% 85,577 $1.5M
Orion Portfolio Solutions, LLC 0.02% Reduce -5.4% 85,577 $1.5M
American Century Companies Inc. 0.00% Reduce -0.2% 81,275 $1.4M
Ami Asset Management Corp. 0.08% Reduce -5.8% 81,273 $1.4M
Verition Fund Management LLC 0.01% Reduce -66.4% 80,230 $1.4M
HRT Financial LP 0.01% Reduce -33.0% 77,878 $1.4M
Citigroup Inc. 0.00% Add +384.4% 77,133 $1.4M
Invesco Ltd. 0.00% Reduce -54.7% 76,971 $1.4M
Deutsche Bank AG 0.00% Add +100.9% 66,551 $1.2M
Legal & General Group Plc 0.00% Add +11.8% 66,330 $1.2M
Russell Investments Group, Ltd. 0.00% Add +10.7% 65,435 $1.2M
California State Teachers Retirement System 0.00% Reduce -3.0% 65,171 $1.2M
Graham Capital Management, L.P. 0.06% Add +35.6% 64,155 $1.1M
Hussman Strategic Advisors, Inc. 0.27% New 63,000 $1.1M
Ensign Peak Advisors, Inc 0.00% No change 60,993 $1.1M
T. Rowe Price Associates Inc. 0.00% Add +0.3% 58,691 $1.0M
Kimelman & Baird, LLC 0.08% No change 54,484 $964K
Susquehanna Portfolio Strategies, LLC 0.06% Reduce -12.6% 51,932 $919K
Outfitters Financial LLC 0.76% Reduce -3.4% 51,930 $919K
State of Wisconsin Investment Board 0.00% No change 49,528 $877K
Diversified Trust Co. 0.02% No change 44,870 $794K
Quantbot Technologies LP 0.03% Reduce -36.9% 42,082 $745K
Rockefeller Capital Management L.P. 0.00% Add +0.5% 41,339 $732K
Legacy Wealth Asset Management, LLC 0.19% Add +11.6% 40,176 $711K
PEAK6 Investments LLC 0.03% Add +64.4% 38,532 $682K
LPL Financial LLC 0.00% Reduce -0.7% 38,090 $674K
MetLife Investment Management, LLC 0.00% Reduce -1.1% 37,791 $669K
Cresset Asset Management, LLC 0.00% Add +36.7% 37,052 $658K
Franklin Resources Inc. 0.00% Reduce -1.4% 36,432 $636K
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% Reduce -0.3% 35,684 $632K
Corebridge Financial, Inc. 0.00% Reduce -0.6% 34,773 $615K
Gotham Asset Management 0.01% Reduce -35.3% 34,712 $614K
Manufacturers Life Insurance Company, The 0.00% Reduce -0.5% 34,290 $607K
Snowden Capital Advisors LLC 0.02% Add +5.5% 33,036 $587K
Oppenheimer Asset Management Inc. 0.01% Reduce -14.9% 32,604 $577K
Avantax Advisory Services, Inc. 0.00% Reduce -1.0% 30,444 $539K

"% 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 213 holders