Utz BrandsUTZ
13F holders, Q4 2024 (December 31)At the end of Q4 2024, 223 institutions reported holding Utz Brands Inc. (UTZ) in their 13F filings, up 10 from Q3 2024. 20 opened new positions and 18 sold out. The largest holders were JPMorgan Chase & Co. ($124.1M), Vanguard Group Inc. ($108.7M) and T. Rowe Price Investment Management, Inc. ($95.3M). 7 famous investors held it, including Ron Baron (0.1% 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 Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 20 | $4.7M |
| Exits | 18 | $6.6M |
All 13F filers, Q3 2024 → Q4 2024: 5,728,370 shares bought and 2,727,203 shares sold, net +3,001,167 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 223 holders
| JPMorgan Chase & Co. | 0.01% | Add +17.4% | 7,923,292 | $124.1M |
| Vanguard Group Inc. | 0.00% | Reduce -0.8% | 6,938,495 | $108.7M |
| T. Rowe Price Investment Management, Inc. | 0.06% | Reduce -1.9% | 6,085,913 | $95.3M |
| Champlain Investment Partners, LLC | 0.52% | Add +13.5% | 5,208,402 | $81.6M |
| BlackRock, Inc. | 0.00% | Add +1.3% | 5,188,173 | $81.2M |
| Neuberger Berman Group LLC | 0.05% | Add +2.8% | 4,179,491 | $65.5M |
| Ameriprise Financial Inc. | 0.02% | Add +20.5% | 4,110,873 | $64.4M |
| Baron Capital (BAMCO) | 0.13% | No change | 3,250,000 | $50.9M |
| Copeland Capital Management, LLC | 0.91% | Add +1.9% | 3,117,478 | $48.8M |
| Millennium Management | 0.04% | Add +9.4% | 2,742,134 | $42.9M |
| State Street Corp. | 0.00% | Add +4.1% | 1,831,209 | $28.8M |
| Geode Capital Management, LLC | 0.00% | Add +0.9% | 1,561,986 | $24.5M |
| Victory Capital Management Inc. | 0.02% | Add +2.5% | 1,510,472 | $23.7M |
| Jennison Associates LLC | 0.01% | Reduce -3.0% | 1,498,395 | $23.5M |
| Goldman Sachs Group Inc. | 0.00% | Add +39.1% | 1,436,757 | $22.5M |
| Dimensional Fund Advisors LP | 0.01% | Add +9.1% | 1,400,014 | $21.9M |
| GW&K Investment Management, LLC | 0.17% | Reduce -3.7% | 1,279,821 | $20.0M |
| DF Dent & Co. Inc. | 0.23% | Reduce -4.8% | 1,159,031 | $18.2M |
| UBS Group AG | 0.00% | Add +90.2% | 1,102,429 | $17.3M |
| Northern Trust Corp. | 0.00% | Add +6.0% | 983,623 | $15.4M |
| Boston Partners | 0.02% | Add +3.5% | 885,316 | $13.4M |
| Balyasny Asset Management L.P. | 0.03% | Reduce -6.2% | 759,729 | $11.9M |
| Clearbridge Investments, LLC | 0.01% | Add +0.1% | 710,521 | $11.1M |
| Envestnet Asset Management Inc. | 0.00% | Add +3.7% | 667,051 | $10.4M |
| Alyeska Investment Group, L.P. | 0.04% | Add +157.9% | 612,441 | $9.6M |
| Focus Partners Wealth | 0.02% | Reduce -0.2% | 594,260 | $9.3M |
| Charles Schwab Investment Management Inc. | 0.00% | Add +1.0% | 576,730 | $9.0M |
| Barclays PLC | 0.00% | Reduce -5.3% | 526,186 | $8.2M |
| First Eagle Investment Management, LLC | 0.02% | Add +3.9% | 470,996 | $7.4M |
| Bank of America Corp. | 0.00% | Reduce -26.7% | 446,339 | $7.0M |
| Morgan Stanley | 0.00% | Reduce -18.6% | 429,501 | $6.7M |
| Emerald Advisers, LLC | 0.26% | Reduce -2.8% | 428,001 | $6.7M |
| Bank of New York Mellon Corp | 0.00% | Reduce -5.9% | 365,026 | $5.7M |
| Susquehanna International Group, LLP | 0.01% | Add +133.0% | 328,646 | $5.1M |
| Verition Fund Management LLC | 0.03% | Add +293.7% | 315,842 | $4.9M |
| Marshall Wace, LLP | 0.01% | Reduce -69.0% | 307,332 | $4.8M |
| DAVENPORT & Co LLC | 0.03% | Reduce -34.7% | 294,864 | $4.6M |
| Readystate Asset Management LP | 0.35% | No change | 289,000 | $4.5M |
| Bahl & Gaynor LLC | 0.02% | Reduce -6.4% | 284,176 | $4.5M |
| King Luther Capital Management Corp. | 0.02% | Add +12.2% | 272,706 | $4.3M |
| Crawford Investment Counsel Inc. | 0.08% | Add +9.1% | 269,391 | $4.2M |
| Vestcor Inc | 0.12% | Reduce -23.3% | 227,169 | $3.6M |
| Sei Investments Co. | 0.00% | Add +8.0% | 219,614 | $3.4M |
| Gsa Capital Partners LLP | 0.25% | Add +32.4% | 219,562 | $3.4M |
| Emerald Mutual Fund Advisers Trust | 0.21% | Reduce -32.6% | 217,010 | $3.4M |
| Stifel Financial Corp. | 0.00% | Add +1.8% | 199,787 | $3.1M |
| Royal Bank of Canada | 0.00% | Reduce -0.1% | 178,173 | $2.8M |
| Nuveen Asset Management, LLC | 0.00% | No change | 166,330 | $2.6M |
| Wells Fargo & Company | 0.00% | Add +15.2% | 152,620 | $2.4M |
| Advisors Capital Management, LLC | 0.04% | Add +2.4% | 144,890 | $2.3M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +4.6% | 143,728 | $2.3M |
| Swiss National Bank | 0.00% | Add +1.6% | 138,000 | $2.2M |
| Pathstone Holdings, LLC | 0.01% | Add +0.1% | 134,790 | $2.1M |
| State of New Jersey Common Pension Fund D | 0.01% | Add +8.6% | 126,532 | $2.0M |
| TD Asset Management Inc | 0.00% | Add +5.9% | 118,954 | $1.9M |
| Select Asset Management & Trust | 0.72% | No change | 118,038 | $1.8M |
| Alliancebernstein L.P. | 0.00% | Reduce -67.9% | 109,620 | $1.7M |
| Bessemer Group Inc. | 0.00% | Add +14.1% | 108,337 | $1.7M |
| Rhumbline Advisers | 0.00% | Add +1.9% | 95,103 | $1.5M |
| NFJ Investment Group, LLC | 0.05% | Reduce -1.2% | 92,131 | $1.4M |
| D. E. Shaw & Co. | 0.00% | Add +250.8% | 89,083 | $1.4M |
| American Century Companies Inc. | 0.00% | Add +8.4% | 88,099 | $1.4M |
| Hussman Strategic Advisors, Inc. | 0.39% | Add +33.3% | 84,000 | $1.3M |
| Orion Porfolio Solutions, LLC | 0.01% | Reduce -4.4% | 81,809 | $1.3M |
| Orion Portfolio Solutions, LLC | 0.01% | Reduce -4.4% | 81,809 | $1.3M |
| Renaissance Technologies | 0.00% | New | 80,100 | $1.3M |
| Jane Street Group, LLC | 0.00% | Reduce -46.9% | 78,603 | $1.2M |
| Invesco Ltd. | 0.00% | Reduce -0.4% | 76,651 | $1.2M |
| Ami Asset Management Corp. | 0.06% | Reduce -8.0% | 74,777 | $1.2M |
| Jupiter Asset Management Ltd. | 0.01% | Reduce -14.7% | 73,956 | $1.2M |
| Legal & General Group Plc | 0.00% | Add +1.5% | 67,328 | $1.1M |
| California State Teachers Retirement System | 0.00% | Add +0.2% | 65,308 | $1.0M |
| T. Rowe Price Associates Inc. | 0.00% | Add +7.1% | 62,867 | $985K |
| Deutsche Bank AG | 0.00% | Reduce -8.2% | 61,084 | $957K |
| Ensign Peak Advisors, Inc | 0.00% | No change | 60,993 | $955K |
| Diversified Trust Co. | 0.02% | Add +25.5% | 56,308 | $882K |
| Trexquant Investment LP | 0.01% | Reduce -35.7% | 55,916 | $876K |
| Citigroup Inc. | 0.00% | Reduce -27.8% | 55,705 | $872K |
| Kimelman & Baird, LLC | 0.07% | No change | 54,484 | $853K |
| Outfitters Financial LLC | 0.65% | Add +0.6% | 52,230 | $818K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -21.2% | 51,558 | $807K |
| Atom Investors LP | 0.09% | New | 45,570 | $714K |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -1.6% | 40,688 | $637K |
| Legacy Wealth Asset Management, LLC | 0.17% | Add +1.1% | 40,621 | $636K |
| MetLife Investment Management, LLC | 0.00% | Add +6.0% | 40,040 | $627K |
| LPL Financial LLC | 0.00% | Add +4.7% | 39,879 | $624K |
| PARK CIRCLE Co | 0.54% | New | 37,750 | $591K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Add +4.5% | 37,280 | $584K |
| Franklin Resources Inc. | 0.00% | Add +0.7% | 36,695 | $575K |
| Snowden Capital Advisors LLC | 0.02% | Add +6.9% | 35,318 | $555K |
| Corebridge Financial, Inc. | 0.00% | Reduce -5.7% | 32,779 | $513K |
| Two Sigma Investments, LP | 0.00% | New | 32,684 | $512K |
| Manufacturers Life Insurance Company, The | 0.00% | Reduce -5.1% | 32,531 | $509K |
| Creative Planning | 0.00% | Add +6.6% | 31,164 | $488K |
| Oppenheimer Asset Management Inc. | 0.01% | Reduce -4.5% | 31,124 | $487K |
| SG Americas Securities, LLC | 0.00% | Add +31.6% | 30,929 | $484K |
| Susquehanna Portfolio Strategies, LLC | 1.62% | Reduce -41.0% | 30,628 | $480K |
| State of Wisconsin Investment Board | 0.00% | Reduce -38.3% | 30,564 | $479K |
| Avantax Advisory Services, Inc. | 0.00% | Reduce -7.3% | 28,225 | $442K |
| Petrus Trust Company, LTA | 0.04% | No change | 27,935 | $437K |
"% of holder's portfolio" is UTZ's weight in each manager's 13F, not the share of Utz Brands Inc. the manager owns.