Utz BrandsUTZ

13F holders, Q1 2025 (March 31)
238holders +15
39new positions
25sold out
5famous investors
$14.08avg. 13F price*

At the end of Q1 2025, 238 institutions reported holding Utz Brands Inc. (UTZ) in their 13F filings, up 15 from Q4 2024. 39 opened new positions and 25 sold out. The largest holders were JPMorgan Chase & Co. ($117.3M), Vanguard Group Inc. ($104.8M) and Ameriprise Financial Inc. ($79.9M). 5 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 Ken Griffin (0.0% of Citadel Advisors'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 Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions39$23.8M
Exits25$13.4M

All 13F filers, Q4 2024 → Q1 2025: 11,207,247 shares bought and 14,916,620 shares sold, net −3,709,373 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 238 holders

JPMorgan Chase & Co. 0.01% Add +5.2% 8,332,644 $117.3M
Vanguard Group Inc. 0.00% Add +7.2% 7,439,869 $104.8M
Ameriprise Financial Inc. 0.02% Add +38.0% 5,671,757 $79.9M
BlackRock, Inc. 0.00% Add +1.1% 5,245,121 $73.9M
Champlain Investment Partners, LLC 0.41% Reduce -22.8% 4,019,383 $56.6M
Baron Capital (BAMCO) 0.13% No change 3,250,000 $45.8M
Copeland Capital Management, LLC 0.86% Reduce -2.6% 3,035,987 $42.7M
Balyasny Asset Management L.P. 0.07% Add +172.6% 2,070,665 $29.2M
Goldman Sachs Group Inc. 0.01% Add +40.8% 2,022,709 $28.5M
Dimensional Fund Advisors LP 0.01% Add +27.1% 1,779,024 $25.0M
State Street Corp. 0.00% Reduce -7.0% 1,702,797 $24.0M
Geode Capital Management, LLC 0.00% Add +3.4% 1,615,134 $22.7M
GW&K Investment Management, LLC 0.20% Add +19.7% 1,531,986 $21.6M
Jennison Associates LLC 0.01% Add +1.5% 1,520,759 $21.4M
T. Rowe Price Investment Management, Inc. 0.01% Reduce -75.6% 1,487,374 $20.9M
UBS Group AG 0.00% Add +21.8% 1,342,708 $18.9M
Boston Partners 0.02% Add +37.4% 1,216,802 $17.0M
DF Dent & Co. Inc. 0.21% Reduce -2.9% 1,125,017 $15.8M
Northern Trust Corp. 0.00% Add +5.1% 1,034,056 $14.6M
Millennium Management 0.01% Reduce -63.2% 1,008,663 $14.2M
Bahl & Gaynor LLC 0.07% Add +221.8% 914,325 $12.9M
Envestnet Asset Management Inc. 0.00% Add +27.5% 850,210 $12.0M
Tributary Capital Management, LLC 1.02% New 830,722 $11.7M
Citadel Advisors 0.01% Add +4728.8% 789,224 $11.1M
Alyeska Investment Group, L.P. 0.04% Add +26.5% 775,001 $10.9M
Clearbridge Investments, LLC 0.01% Reduce -1.1% 702,663 $9.9M
Bank of America Corp. 0.00% Add +35.1% 603,209 $8.5M
Focus Partners Wealth 0.02% Add +0.4% 596,881 $8.4M
Marshall Wace, LLP 0.01% Add +92.9% 592,805 $8.3M
Charles Schwab Investment Management Inc. 0.00% Reduce -2.0% 564,924 $8.0M
First Eagle Investment Management, LLC 0.02% Add +19.4% 562,130 $7.9M
Verition Fund Management LLC 0.05% Add +74.4% 550,770 $7.8M
Morgan Stanley 0.00% Add +24.3% 533,996 $7.5M
Nuveen, LLC 0.00% — 496,423 $7.0M
Emerald Advisers, LLC 0.27% Reduce -2.3% 418,172 $5.9M
Bank of New York Mellon Corp 0.00% Add +4.3% 380,650 $5.4M
Crawford Investment Counsel Inc. 0.08% Add +12.8% 303,941 $4.3M
King Luther Capital Management Corp. 0.02% Add +5.7% 288,214 $4.1M
Royal Bank of Canada 0.00% Add +39.7% 248,912 $3.5M
Sei Investments Co. 0.00% Add +13.1% 248,272 $3.5M
Wells Fargo & Company 0.00% Add +61.6% 246,651 $3.5M
DAVENPORT & Co LLC 0.02% Reduce -19.4% 237,553 $3.3M
Squarepoint Ops LLC 0.01% New 223,718 $3.1M
Barclays PLC 0.00% Reduce -58.0% 221,249 $3.1M
Trexquant Investment LP 0.04% Add +295.0% 220,862 $3.1M
Emerald Mutual Fund Advisers Trust 0.22% No change 217,010 $3.1M
Advisors Capital Management, LLC 0.05% Add +48.2% 214,686 $3.0M
Stifel Financial Corp. 0.00% Add +3.7% 207,136 $2.9M
Vestcor Inc 0.10% Reduce -11.6% 200,869 $2.8M
Susquehanna International Group, LLP 0.00% Reduce -40.4% 196,043 $2.8M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Add +36.4% 196,013 $2.8M
Alliancebernstein L.P. 0.00% Add +77.5% 194,620 $2.7M
Neuberger Berman Group LLC 0.00% Reduce -95.9% 173,035 $2.4M
D. E. Shaw & Co. 0.00% Add +81.2% 161,378 $2.3M
State of New Jersey Common Pension Fund D 0.01% Add +9.9% 139,073 $2.0M
Pathstone Holdings, LLC 0.01% Add +2.3% 137,845 $1.9M
Swiss National Bank 0.00% Reduce -1.4% 136,000 $1.9M
Select Asset Management & Trust 0.67% No change 118,038 $1.7M
Orion Porfolio Solutions, LLC 0.01% Add +33.0% 108,784 $1.5M
Orion Portfolio Solutions, LLC 0.01% Add +33.0% 108,784 $1.5M
NFJ Investment Group, LLC 0.05% Add +13.7% 104,726 $1.5M
Rhumbline Advisers 0.00% Add +0.7% 95,756 $1.3M
American Century Companies Inc. 0.00% Add +7.6% 94,829 $1.3M
Engineers Gate Manager LP 0.02% New 92,210 $1.3M
Bessemer Group Inc. 0.00% Reduce -15.7% 91,346 $1.3M
Invesco Ltd. 0.00% Add +11.1% 85,127 $1.2M
Hussman Strategic Advisors, Inc. 0.29% No change 84,000 $1.2M
Ensign Peak Advisors, Inc 0.00% Add +29.3% 78,843 $1.1M
Citigroup Inc. 0.00% Add +37.4% 76,527 $1.1M
Two Sigma Investments, LP 0.00% Add +132.2% 75,893 $1.1M
Legal & General Group Plc 0.00% Add +4.7% 70,505 $993K
Gsa Capital Partners LLP 0.09% Reduce -69.0% 67,968 $957K
T. Rowe Price Associates Inc. 0.00% Add +4.7% 65,829 $927K
LPL Financial LLC 0.00% Add +63.8% 65,334 $920K
California State Teachers Retirement System 0.00% No change 65,308 $920K
Creative Planning 0.00% Add +94.2% 60,532 $852K
Dark Forest Capital Management LP 0.04% New 59,488 $838K
Natixis 0.00% New 58,000 $821K
Russell Investments Group, Ltd. 0.00% Add +11.7% 57,588 $811K
Jane Street Group, LLC 0.00% Reduce -28.1% 56,548 $796K
Deutsche Bank AG 0.00% Reduce -9.1% 55,555 $782K
Kimelman & Baird, LLC 0.07% No change 54,484 $767K
Outfitters Financial LLC 0.69% Add +3.8% 54,200 $763K
Truist Financial Corp. 0.00% Add +75.9% 47,337 $667K
Natixis Advisors, LLC 0.00% New 42,725 $602K
Victory Capital Management Inc. 0.00% Reduce -97.2% 42,532 $599K
Diversified Trust Co. 0.01% Reduce -25.1% 42,195 $594K
Fox Run Management, L.L.C. 0.09% New 41,602 $586K
Legacy Wealth Asset Management, LLC 0.16% Reduce -0.2% 40,532 $571K
MetLife Investment Management, LLC 0.00% Reduce -0.5% 39,824 $561K
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% Add +5.9% 39,470 $556K
Raymond James Financial Inc. 0.00% Add +81.0% 39,216 $552K
PARK CIRCLE Co 0.47% No change 37,750 $532K
Graham Capital Management, L.P. 0.02% Add +87.6% 37,718 $531K
Franklin Resources Inc. 0.00% Add +0.4% 36,834 $519K
Snowden Capital Advisors LLC 0.02% Reduce -3.5% 34,098 $480K
Townsquare Capital LLC 0.01% Add +24.4% 33,947 $478K
Manufacturers Life Insurance Company, The 0.00% Add +3.0% 33,506 $472K
Atom Investors LP 0.06% Reduce -26.8% 33,381 $470K
Corebridge Financial, Inc. 0.00% Reduce -1.5% 32,300 $455K

"% 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 238 holders