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
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 30 | $36.4M |
| Exits | 35 | $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 |
| Walleye Capital LLC | 0.01% | New | 29,823 | $528K |
| Creative Planning | 0.00% | Reduce -21.3% | 29,236 | $517K |
| Petrus Trust Company, LTA | 0.05% | Reduce -24.1% | 27,935 | $494K |
| Townsquare Capital LLC | 0.01% | Reduce -8.9% | 27,837 | $493K |
| Janus Henderson Group PLC | 0.00% | No change | 27,504 | $487K |
| Smith Group Asset Management, LLC | 0.04% | Add +24.2% | 27,093 | $480K |
| D. E. Shaw & Co. | 0.00% | Reduce -54.4% | 25,391 | $449K |
| Truist Financial Corp. | 0.00% | Add +0.2% | 24,250 | $429K |
| Beacon Investment Advisors LLC | 0.20% | Add +0.3% | 24,164 | $428K |
| Keybank National Association | 0.00% | No change | 24,012 | $425K |
| CANADA LIFE ASSURANCE Co | 0.00% | No change | 23,981 | $425K |
| SG Americas Securities, LLC | 0.00% | Add +279.2% | 23,510 | $416K |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Reduce -11.6% | 23,393 | $414K |
| Voya Investment Management LLC | 0.00% | Reduce -8.8% | 21,400 | $379K |
| New York State Common Retirement Fund | 0.00% | Reduce -25.0% | 20,707 | $367K |
| State Board of Administration of Florida Retirement System | 0.00% | No change | 20,560 | $364K |
| Personal Cfo Solutions, LLC | 0.05% | Add +1.9% | 20,442 | $362K |
| HighTower Advisors, LLC | 0.00% | Reduce -11.8% | 20,237 | $358K |
| Shay Capital LLC | 0.10% | New | 20,000 | $354K |
| Arizona State Retirement System | 0.00% | Add +2.9% | 19,941 | $353K |
| Baird Financial Group, Inc. | 0.00% | Reduce -37.2% | 19,700 | $349K |
| Handelsbanken Fonder AB | 0.00% | No change | 18,900 | $335K |
| Commerce Bank | 0.00% | Reduce -3.0% | 18,000 | $319K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | No change | 17,566 | $311K |
| Intech Investment Management LLC | 0.00% | New | 16,987 | $301K |
| Diversify Wealth Management, LLC | 0.03% | Reduce -8.4% | 17,470 | $293K |
| Neo Ivy Capital Management | 0.09% | New | 15,920 | $282K |
| Dynamic Technology Lab Private Ltd | 0.03% | Reduce -73.3% | 15,877 | $281K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +46.4% | 15,617 | $276K |
| Comerica Bank | 0.00% | Reduce -4.7% | 15,473 | $274K |
| Simon Quick Advisors, LLC | 0.02% | Add +1.2% | 15,017 | $266K |
| Kestra Advisory Services, LLC | 0.00% | Add +24.6% | 14,988 | $265K |
| MML Investors Services, LLC | 0.00% | Reduce -20.8% | 13,347 | $236K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 12,759 | $226K |
| First Bank & Trust | 0.04% | Reduce -6.6% | 12,660 | $224K |
| ProShare Advisors LLC | 0.00% | New | 12,290 | $218K |
| Choreo, LLC | 0.00% | Reduce -0.4% | 11,672 | $211K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -3.8% | 11,388 | $202K |
| Fox Run Management, L.L.C. | 0.04% | New | 11,357 | $201K |
| Brevan Howard Capital Management LP | 0.01% | New | 11,314 | $200K |
| Cerity Partners LLC | 0.00% | Add +2.6% | 11,250 | $199K |
| ExodusPoint Capital Management, LP | 0.00% | Reduce -89.0% | 11,036 | $195K |
| M&T Bank Corp | 0.00% | Reduce -5.4% | 10,667 | $189K |
| Cary Street Partners Investment Advisory LLC | 0.01% | Reduce -35.7% | 10,634 | $188K |
| Cetera Investment Advisers | 0.00% | Reduce -11.1% | 10,505 | $186K |
| PNC Financial Services Group, Inc. | 0.00% | Add +2.1% | 9,657 | $171K |
| Parallel Advisors, LLC | 0.00% | No change | 9,320 | $165K |
| nVerses Capital, LLC | 0.06% | New | 8,000 | $142K |
| Osaic Holdings, Inc. | 0.00% | Add +22.2% | 6,735 | $119K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 6,371 | $113K |
| FMR LLC | 0.00% | Reduce -22.0% | 6,343 | $112K |
| First Horizon Advisors, Inc. | 0.00% | Reduce -1.6% | 5,833 | $103K |
| Delta Asset Management LLC | 0.01% | No change | 5,000 | $89K |
| State of Wyoming | 0.01% | Add +45.6% | 4,337 | $77K |
| Harbor Investment Advisory, LLC | 0.01% | Reduce -19.3% | 4,084 | $72K |
| Arax Advisory Partners | 0.01% | Reduce -0.7% | 3,979 | $70K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -74.1% | 3,619 | $64K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 2,775 | $49K |
| Fifth Third Bancorp | 0.00% | No change | 2,665 | $47K |
| Parkside Financial Bank & Trust | 0.01% | New | 2,454 | $43K |
| Simplex Trading, LLC | 0.00% | New | 2,385 | $42K |
| Amalgamated Bank | 0.00% | Reduce -9.9% | 2,218 | $39K |
| Concourse Financial Group Securities, Inc. | 0.00% | Reduce -3.8% | 2,098 | $37K |
| Assetmark, Inc. | 0.00% | Reduce -0.7% | 1,967 | $35K |
| Quadrant Capital Group LLC | 0.00% | Add +16.3% | 1,549 | $27K |
| CBIZ Investment Advisory Services, LLC | 0.00% | Add +7.2% | 1,349 | $24K |
| Blue Trust, Inc. | 0.00% | Add +823.5% | 1,219 | $20K |
| Wilmington Savings Fund Society, FSB | 0.00% | New | 1,006 | $18K |
| Salem Investment Counselors Inc. | 0.00% | No change | 1,000 | $18K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 1,000 | $18K |
| Signaturefd, LLC | 0.00% | Add +34.5% | 920 | $16K |
| Cwm, LLC | 0.00% | Add +25.9% | 890 | $16K |
| Carolina Wealth Advisors, LLC | 0.01% | No change | 800 | $14K |
| Principal Securities, Inc. | 0.00% | Add +8.5% | 677 | $12K |
| GAMMA Investing LLC | 0.00% | Add +66.4% | 649 | $11K |
| Catalyst Funds Management Pty Ltd | 0.00% | New | 600 | $11K |
| US Bancorp \de | 0.00% | Reduce -10.6% | 513 | $9K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 500 | $9K |
| Spire Wealth Management | 0.00% | Reduce -19.0% | 486 | $9K |
| CoreCap Advisors, LLC | 0.00% | New | 484 | $9K |
| VitalStone Financial, LLC | 0.01% | No change | 471 | $8K |
| Geneos Wealth Management Inc. | 0.00% | New | 421 | $7K |
| Global Retirement Partners, LLC | 0.00% | No change | 339 | $6K |
| Aster Capital Management (DIFC) Ltd | 0.00% | — | 333 | $6K |
| Private Trust Co. NA | 0.00% | No change | 312 | $6K |
| Johnson Financial Group, Inc. | 0.00% | New | 265 | $5K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -46.5% | 257 | $5K |
| Harbor Capital Advisors, Inc. | 0.00% | New | 247 | $4K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | No change | 219 | $4K |
| Financial Network Wealth Advisors LLC | 0.00% | No change | 176 | $3K |
| Group One Trading LLC | 0.00% | New | 122 | $2K |
| Lanark Financial, Inc. | 0.00% | No change | 128 | $2K |
| Sterling Capital Management LLC | 0.00% | — | 112 | $2K |
| Jones Financial Companies LLLP | 0.00% | New | 100 | $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 |
| UMB Bank, n.a. | 0.00% | New | 63 | $1K |
| Nisa Investment Advisors, LLC | 0.00% | Reduce -57.9% | 56 | $995 |
| Rothschild Investment LLC | 0.00% | New | 50 | $885 |
| Allworth Financial LP | 0.00% | No change | 41 | $726 |
| Lindbrook Capital, LLC | 0.00% | Add +90.0% | 38 | $673 |
| Smartleaf Asset Management LLC | 0.00% | New | 36 | $644 |
| AlphaQuest LLC | 0.00% | New | 35 | $620 |
| Bruce G. Allen Investments, LLC | 0.00% | New | 25 | $443 |
| JFS Wealth Advisors, LLC | 0.00% | Reduce -30.0% | 21 | $372 |
| Farther Finance Advisors, LLC | 0.00% | Reduce -80.8% | 9 | $159 |
| SJS Investment Consulting Inc. | 0.00% | No change | 7 | $124 |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 6 | $107 |
| Huntington National Bank | 0.00% | No change | 2 | $35 |
| Mather Group, Llc. | 0.00% | Reduce -99.8% | 1 | $15 |
| Hemington Wealth Management | 0.00% | New | 12 | $0 |
| Covestor Ltd | 0.00% | Reduce -14.3% | 6 | $0 |
"% of holder's portfolio" is UTZ's weight in each manager's 13F, not the share of Utz Brands Inc. the manager owns.