Utz BrandsUTZ

13F holders, Q4 2024 (December 31)
223holders +10
20new positions
18sold out
7famous investors
$15.66avg. 13F price*

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

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 Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions20$4.7M
Exits18$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.

Show all 223 holders