Utz BrandsUTZ
13F holders, Q1 2025 (March 31)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
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 39 | $23.8M |
| Exits | 25 | $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.