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
Janus Henderson Group PLC 0.00% No change 27,504 $431K
Townsquare Capital LLC 0.00% Reduce -2.0% 27,282 $427K
Truist Financial Corp. 0.00% Add +11.0% 26,917 $422K
Intech Investment Management LLC 0.00% Add +49.2% 25,347 $397K
ExodusPoint Capital Management, LP 0.00% Add +118.0% 24,055 $377K
Keybank National Association 0.00% Add +0.1% 24,030 $376K
CANADA LIFE ASSURANCE Co 0.00% No change 23,981 $375K
Brown Advisory Inc. 0.00% New 23,745 $372K
Beacon Investment Advisors LLC 0.17% Reduce -2.3% 23,607 $370K
Handelsbanken Fonder AB 0.00% Add +18.0% 22,300 $349K
Schonfeld Strategic Advisors LLC 0.00% Reduce -74.7% 21,900 $343K
Raymond James Financial Inc. 0.00% — 21,672 $339K
Gotham Asset Management 0.00% Reduce -39.9% 20,854 $327K
New York State Common Retirement Fund 0.00% No change 20,707 $324K
State Board of Administration of Florida Retirement System 0.00% No change 20,560 $322K
Arizona State Retirement System 0.00% Add +2.1% 20,359 $319K
Graham Capital Management, L.P. 0.02% Reduce -68.7% 20,101 $315K
Voya Investment Management LLC 0.00% Reduce -6.7% 19,963 $313K
Personal Cfo Solutions, LLC 0.06% Reduce -4.8% 19,464 $305K
Baird Financial Group, Inc. 0.00% Reduce -3.8% 18,951 $297K
PEAK6 LLC 0.01% — 18,671 $292K
ProShare Advisors LLC 0.00% Add +51.1% 18,569 $291K
AQR Capital Management 0.00% New 17,940 $281K
Commerce Bank 0.00% Reduce -0.7% 17,875 $280K
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% No change 17,566 $275K
HighTower Advisors, LLC 0.00% Reduce -13.8% 17,434 $273K
KLP Kapitalforvaltning As 0.00% — 16,400 $258K
Citadel Advisors 0.00% New 16,344 $256K
Kestra Advisory Services, LLC 0.00% Reduce -1.3% 14,799 $232K
Simon Quick Advisors, LLC 0.01% Reduce -3.1% 14,556 $228K
Comerica Bank 0.00% Reduce -6.7% 14,437 $226K
Diversify Wealth Management, LLC 0.02% Reduce -4.3% 16,714 $225K
Police & Firemen's Retirement System of New Jersey 0.00% — 14,328 $224K
Ballentine Partners, LLC 0.00% New 14,075 $220K
MML Investors Services, LLC 0.00% Add +1.4% 13,532 $212K
Cambridge Investment Research Advisors, Inc. 0.00% Reduce -17.0% 12,966 $203K
Public Employees Retirement Association of Colorado 0.00% No change 12,759 $200K
M&T Bank Corp 0.00% Add +18.9% 12,678 $198K
BNP Paribas Financial Markets 0.00% New 12,525 $196K
Envestnet Portfolio Solutions, Inc. 0.00% Add +5.1% 11,968 $187K
Freestone Grove Partners LP 0.00% — 11,690 $183K
Dynamic Technology Lab Private Ltd 0.03% Reduce -26.8% 11,630 $182K
Choreo, LLC 0.00% No change 11,672 $182K
First Bank & Trust 0.03% Reduce -8.5% 11,588 $181K
Cerity Partners LLC 0.00% Add +0.3% 11,285 $179K
Cresset Asset Management, LLC 0.00% Reduce -70.8% 10,814 $169K
Moody National Bank Trust Division 0.02% New 10,804 $169K
Cetera Investment Advisers 0.00% Add +2.0% 10,711 $168K
Parallel Advisors, LLC 0.00% Reduce -0.3% 9,288 $145K
PNC Financial Services Group, Inc. 0.00% Reduce -13.5% 8,355 $131K
Tower Research Capital LLC (TRC) 0.00% Add +112.7% 7,697 $121K
Ameritas Investment Partners, Inc. 0.00% No change 6,371 $100K
First Horizon Advisors, Inc. 0.00% Reduce -6.6% 5,446 $85K
FMR LLC 0.00% Reduce -15.2% 5,380 $84K
Delta Asset Management LLC 0.01% No change 5,000 $78K
Osaic Holdings, Inc. 0.00% Reduce -35.3% 4,357 $68K
State of Wyoming 0.01% Reduce -2.0% 4,249 $67K
Harbor Investment Advisory, LLC 0.01% No change 4,084 $64K
Walleye Trading LLC 0.00% New 4,081 $64K
Group One Trading LLC 0.00% Add +3163.1% 3,981 $62K
Arax Advisory Partners 0.00% Reduce -0.8% 3,948 $62K
Venturi Wealth Management, LLC 0.00% New 3,450 $54K
Simplex Trading, LLC 0.00% Add +32.7% 3,165 $49K
Parkside Financial Bank & Trust 0.01% Add +25.9% 3,089 $48K
Fifth Third Bancorp 0.00% No change 2,665 $42K
Amalgamated Bank 0.00% No change 2,218 $35K
Assetmark, Inc. 0.00% No change 1,967 $31K
CBIZ Investment Advisory Services, LLC 0.00% Add +38.7% 1,871 $29K
Concourse Financial Group Securities, Inc. 0.00% Reduce -2.4% 2,047 $28K
Newton One Investments LLC 0.01% New 1,691 $26K
Quadrant Capital Group LLC 0.00% Reduce -10.7% 1,383 $22K
Wilmington Savings Fund Society, FSB 0.00% No change 1,006 $16K
Salem Investment Counselors Inc. 0.00% No change 1,000 $16K
GAMMA Investing LLC 0.00% Add +49.9% 973 $15K
Cwm, LLC 0.00% Add +6.3% 946 $15K
Retirement Wealth Solutions LLC 0.01% — 1,061 $14K
CIBC Private Wealth Group LLC 0.00% No change 1,000 $14K
Principal Securities, Inc. 0.00% Add +14.2% 773 $12K
Signaturefd, LLC 0.00% Reduce -20.8% 729 $11K
Sterling Capital Management LLC 0.00% Add +532.1% 708 $11K
Steward Partners Investment Advisory, LLC 0.00% Add +39.6% 698 $11K
Northwestern Mutual Wealth Management Co. 0.00% Add +584.0% 684 $11K
Aster Capital Management (DIFC) Ltd 0.00% Add +71.5% 571 $9K
US Bancorp \de 0.00% Add +0.2% 514 $8K
Spire Wealth Management 0.00% No change 486 $8K
Quarry LP 0.00% New 485 $8K
CoreCap Advisors, LLC 0.00% No change 484 $8K
Stonebridge Financial Group, LLC 0.00% — 397 $6K
Navigoe, LLC 0.01% — 420 $6K
WPG Advisers, LLC 0.01% — 373 $6K
Geneos Wealth Management Inc. 0.00% Reduce -19.2% 340 $5K
Global Retirement Partners, LLC 0.00% No change 339 $5K
Harbor Capital Advisors, Inc. 0.00% Add +34.8% 333 $5K
Private Trust Co. NA 0.00% No change 312 $5K
Whipplewood Advisors, LLC 0.00% — 245 $4K
EverSource Wealth Advisors, LLC 0.00% Reduce -5.1% 244 $4K
Nisa Investment Advisors, LLC 0.00% Add +280.4% 213 $3K
Mitsubishi UFJ Asset Management Co., Ltd. 0.00% No change 219 $3K
Park Square Financial Group, LLC 0.00% — 200 $3K
Glass Jacobson Investment Advisors llc 0.00% New 200 $3K
SBI Securities Co., Ltd. 0.00% — 185 $3K
Johnson Financial Group, Inc. 0.00% Reduce -21.1% 209 $3K
Covestor Ltd 0.00% Add +2183.3% 137 $2K
Main Street Group, LTD 0.00% No change 100 $2K
Sandy Spring Bank 0.00% No change 100 $2K
Jones Financial Companies LLLP 0.00% No change 100 $2K
Lindbrook Capital, LLC 0.00% Add +100.0% 76 $1K
FNY Investment Advisers, LLC 0.00% New 100 $1K
Hexagon Capital Partners LLC 0.00% New 54 $846
Spectrum Wealth Counsel, LLC 0.00% New 50 $783
MPWM Advisory Solutions, LLC 0.00% — 46 $720
Rothschild Investment LLC 0.00% Reduce -10.0% 45 $705
Allworth Financial LP 0.00% No change 41 $556
Bruce G. Allen Investments, LLC 0.00% Add +28.0% 32 $501
SJS Investment Consulting Inc. 0.00% Add +100.0% 14 $220
JFS Wealth Advisors, LLC 0.00% Reduce -57.1% 9 $141
Farther Finance Advisors, LLC 0.00% No change 9 $141
DiNuzzo Private Wealth, Inc. 0.00% No change 6 $94
Huntington National Bank 0.00% No change 2 $31
Global Financial Private Client, LLC 0.00% New 2 $31
Parkworth Wealth Management, Inc. 0.00% — 1 $16
Mather Group, Llc. 0.00% No change 1 $13
Hemington Wealth Management 0.00% Add +16.7% 14 $0

"% of holder's portfolio" is UTZ's weight in each manager's 13F, not the share of Utz Brands Inc. the manager owns.