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
Intech Investment Management LLC 0.00% Add +23.5% 31,296 $441K
Avantax Advisory Services, Inc. 0.00% Add +7.1% 30,237 $426K
Oppenheimer Asset Management Inc. 0.01% Reduce -4.4% 29,756 $419K
Freestone Grove Partners LP 0.00% Add +148.7% 29,072 $409K
HRT Financial LP 0.00% New 28,619 $402K
Petrus Trust Company, LTA 0.04% Add +0.4% 28,039 $395K
XTX Topco Ltd 0.02% New 27,789 $391K
Janus Henderson Group PLC 0.00% No change 27,504 $387K
First Trust Advisors LP 0.00% New 26,039 $367K
HighTower Advisors, LLC 0.00% Add +47.1% 25,643 $361K
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% Add +45.0% 25,467 $359K
SG Americas Securities, LLC 0.00% Reduce -19.2% 24,987 $352K
Rockefeller Capital Management L.P. 0.00% Reduce -39.0% 24,824 $350K
Keybank National Association 0.00% Reduce -0.1% 24,012 $338K
CANADA LIFE ASSURANCE Co 0.00% No change 23,981 $338K
Beacon Investment Advisors LLC 0.16% Add +1.6% 23,980 $338K
Schonfeld Strategic Advisors LLC 0.00% Add +7.8% 23,600 $332K
First National Bank of Omaha 0.02% New 23,266 $328K
HSBC Holdings PLC 0.00% New 22,580 $319K
Handelsbanken Fonder AB 0.00% No change 22,300 $314K
Baird Financial Group, Inc. 0.00% Add +12.1% 21,238 $299K
Commerce Bank 0.00% Add +18.8% 21,230 $299K
Pitcairn Co. 0.02% New 20,913 $294K
New York State Common Retirement Fund 0.00% No change 20,707 $292K
Comerica Bank 0.00% Add +42.9% 20,627 $290K
State Board of Administration of Florida Retirement System 0.00% No change 20,560 $289K
Eisler Capital Management Ltd. 0.01% New 20,350 $286K
Arizona State Retirement System 0.00% Reduce -1.1% 20,124 $283K
MML Investors Services, LLC 0.00% Add +44.9% 19,605 $276K
Sherbrooke Park Advisers LLC 0.13% New 19,078 $269K
Voya Investment Management LLC 0.00% Reduce -8.4% 18,279 $257K
Personal Cfo Solutions, LLC 0.05% Reduce -6.3% 18,241 $257K
Diversify Wealth Management, LLC 0.02% Add +11.5% 18,632 $249K
Kestra Advisory Services, LLC 0.00% Add +15.8% 17,139 $241K
AQR Capital Management 0.00% Reduce -7.6% 16,577 $233K
KLP Kapitalforvaltning As 0.00% No change 16,400 $231K
Simon Quick Advisors, LLC 0.01% Add +9.7% 15,967 $225K
Cetera Investment Advisers 0.00% Add +46.4% 15,684 $221K
PNC Financial Services Group, Inc. 0.00% Add +79.4% 14,987 $211K
Two Sigma Advisers, LP 0.00% New 14,900 $210K
Mariner, LLC 0.00% New 14,717 $207K
Cibc World Markets Corp. 0.00% New 14,630 $206K
Envestnet Portfolio Solutions, Inc. 0.00% Add +20.1% 14,376 $202K
Police & Firemen's Retirement System of New Jersey 0.00% No change 14,328 $202K
ProShare Advisors LLC 0.00% Reduce -23.1% 14,272 $201K
First Bank & Trust 0.04% Add +22.5% 14,198 $200K
Janney Montgomery Scott LLC 0.00% New 13,903 $196K
US Bancorp \de 0.00% Add +2462.4% 13,171 $185K
Quantinno Capital Management LP 0.00% New 12,918 $182K
Parallel Advisors, LLC 0.00% Add +38.9% 12,904 $182K
Public Employees Retirement Association of Colorado 0.00% No change 12,759 $180K
BNP Paribas Financial Markets 0.00% Add +0.4% 12,578 $177K
Berkshire Asset Management LLC 0.01% New 14,100 $174K
Caption Management, LLC 0.01% New 12,300 $173K
Atria Investments, Inc 0.00% New 12,138 $171K
Cerity Partners LLC 0.00% Reduce -1.1% 11,162 $157K
Cresset Asset Management, LLC 0.00% Add +0.4% 10,857 $153K
Holocene Advisors, LP 0.00% New 10,728 $151K
M&T Bank Corp 0.00% Reduce -15.6% 10,698 $151K
Teacher Retirement System of Texas 0.00% New 10,256 $144K
Wolverine Trading, LLC 0.00% New 10,178 $143K
First Horizon Advisors, Inc. 0.00% Add +44.8% 7,887 $111K
Ameritas Investment Partners, Inc. 0.00% No change 6,371 $90K
Tower Research Capital LLC (TRC) 0.00% Reduce -19.8% 6,174 $87K
Delta Asset Management LLC 0.01% No change 5,000 $70K
FMR LLC 0.00% Reduce -7.5% 4,979 $70K
State of Wyoming 0.01% Add +10.5% 4,697 $66K
Coldstream Capital Management Inc. 0.00% New 4,589 $65K
Harbor Investment Advisory, LLC 0.01% Reduce -2.5% 3,984 $56K
Parkside Financial Bank & Trust 0.01% Add +26.4% 3,904 $55K
Arax Advisory Partners 0.00% Reduce -13.2% 3,428 $48K
Group One Trading LLC 0.00% Reduce -26.3% 2,934 $41K
Fifth Third Bancorp 0.00% No change 2,665 $38K
Assetmark, Inc. 0.00% Add +19.7% 2,355 $33K
Caitong International Asset Management Co., Ltd 0.02% New 2,246 $32K
Amalgamated Bank 0.00% Add +0.4% 2,226 $31K
Osaic Holdings, Inc. 0.00% Reduce -51.0% 2,133 $30K
CBIZ Investment Advisory Services, LLC 0.00% Reduce -0.8% 1,856 $26K
Canada Pension Plan Investment Board 0.00% New 1,800 $25K
Quadrant Capital Group LLC 0.00% Add +28.1% 1,772 $25K
Northwestern Mutual Wealth Management Co. 0.00% Add +150.7% 1,715 $24K
Newton One Investments LLC 0.01% Add +0.4% 1,698 $24K
Cwm, LLC 0.00% Add +69.1% 1,600 $23K
Summit Securities Group LLC 0.02% New 1,601 $23K
Aster Capital Management (DIFC) Ltd 0.00% Add +144.7% 1,397 $19K
Signaturefd, LLC 0.00% Add +82.8% 1,333 $19K
GAMMA Investing LLC 0.00% Add +32.4% 1,288 $18K
Eastern Bank 0.00% New 1,288 $18K
Binnacle Investments Inc 0.01% — 1,136 $16K
Retirement Wealth Solutions LLC 0.01% No change 1,061 $15K
Wilmington Savings Fund Society, FSB 0.00% No change 1,006 $14K
Salem Investment Counselors Inc. 0.00% No change 1,000 $14K
CIBC Private Wealth Group LLC 0.00% No change 1,000 $13K
Blue Trust, Inc. 0.00% New 879 $12K
Principal Securities, Inc. 0.00% No change 773 $12K
Versant Capital Management, Inc 0.00% New 858 $12K
EverSource Wealth Advisors, LLC 0.00% Add +224.6% 792 $11K
Jones Financial Companies LLLP 0.00% Add +614.0% 714 $10K
Private Trust Co. NA 0.00% Add +119.9% 686 $10K
Costello Asset Management, INC 0.00% New 600 $8K
Geneos Wealth Management Inc. 0.00% Add +75.9% 598 $8K
WPG Advisers, LLC 0.01% Add +41.0% 526 $7K
Lanark Financial, Inc. 0.00% — 428 $6K
Spire Wealth Management 0.00% Reduce -13.8% 419 $6K
Sterling Capital Management LLC 0.00% Reduce -42.4% 408 $6K
UMB Bank, n.a. 0.00% New 407 $6K
Cornerstone Planning Group LLC 0.00% New 378 $5K
Navigoe, LLC 0.00% No change 420 $5K
Stonebridge Financial Group, LLC 0.00% Reduce -18.6% 323 $5K
Allworth Financial LP 0.00% Add +522.0% 255 $3K
Whipplewood Advisors, LLC 0.00% Reduce -90.2% 24 $3K
Mather Group, Llc. 0.00% Add +23900.0% 240 $3K
Steward Partners Investment Advisory, LLC 0.00% Reduce -65.8% 239 $3K
Nisa Investment Advisors, LLC 0.00% Add +8.9% 232 $3K
Glass Jacobson Investment Advisors llc 0.00% No change 200 $3K
Mitsubishi UFJ Asset Management Co., Ltd. 0.00% No change 219 $3K
Huntington National Bank 0.00% Add +10450.0% 211 $3K
SBI Securities Co., Ltd. 0.00% No change 185 $3K
Harbor Capital Advisors, Inc. 0.00% Reduce -57.1% 143 $2K
Rothschild Investment LLC 0.00% Add +177.8% 125 $2K
Main Street Group, LTD 0.00% No change 100 $1K
CoreCap Advisors, LLC 0.00% Reduce -86.6% 65 $915
Farther Finance Advisors, LLC 0.00% Add +600.0% 63 $896
Spectrum Wealth Counsel, LLC 0.00% No change 50 $704
MPWM Advisory Solutions, LLC 0.00% No change 46 $648
Bruce G. Allen Investments, LLC 0.00% Add +21.9% 39 $549
Smartleaf Asset Management LLC 0.00% New 36 $507
Lindbrook Capital, LLC 0.00% Reduce -82.9% 13 $183
Larson Financial Group LLC 0.00% New 10 $141
JFS Wealth Advisors, LLC 0.00% No change 9 $127
Brooklyn Investment Group 0.00% New 8 $113
Global Financial Private Client, LLC 0.00% Add +100.0% 4 $56
SJS Investment Consulting Inc. 0.00% Reduce -78.6% 3 $43
DiNuzzo Private Wealth, Inc. 0.00% Reduce -50.0% 3 $43
HFM Investment Advisors, LLC 0.00% — 1 $15
Parkworth Wealth Management, Inc. 0.00% No change 1 $14
Hemington Wealth Management 0.00% Add +92.9% 27 $0
Covestor Ltd 0.00% Reduce -94.9% 7 $0

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