Utz BrandsUTZ

13F holders, Q2 2025 (June 30)
238holders
35new positions
34sold out
5famous investors
$12.55avg. 13F price*

At the end of Q2 2025, 238 institutions reported holding Utz Brands Inc. (UTZ) in their 13F filings, unchanged from Q1 2025. 35 opened new positions and 34 sold out. The largest holders were JPMorgan Chase & Co. ($102.9M), Vanguard Group Inc. ($99.7M) and Ameriprise Financial Inc. ($76.4M). 5 famous investors held it, including Israel Englander (0.1% of Millennium Management's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies'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 Q1 2025 → Q2 2025

InstitutionsTotal Value
New Positions35$34.9M
Exits34$73.0M

All 13F filers, Q1 2025 → Q2 2025: 14,332,107 shares bought and 8,408,248 shares sold, net +5,923,859 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 238 holders

JPMorgan Chase & Co. 0.01% Reduce -1.6% 8,197,258 $102.9M
Vanguard Group Inc. 0.00% Add +6.7% 7,940,964 $99.7M
Ameriprise Financial Inc. 0.02% Add +7.3% 6,085,250 $76.4M
BlackRock, Inc. 0.00% Add +6.7% 5,598,613 $70.3M
Millennium Management 0.05% Add +336.6% 4,403,376 $55.3M
Champlain Investment Partners, LLC 0.33% Reduce -6.0% 3,778,117 $47.4M
Balyasny Asset Management L.P. 0.09% Add +42.3% 2,946,512 $37.0M
Copeland Capital Management, LLC 0.73% Reduce -6.9% 2,826,936 $35.5M
Dimensional Fund Advisors LP 0.01% Add +13.2% 2,013,175 $25.3M
Jennison Associates LLC 0.01% Add +31.8% 2,004,665 $25.2M
State Street Corp. 0.00% Add +3.0% 1,754,387 $22.1M
Geode Capital Management, LLC 0.00% Add +7.2% 1,732,143 $21.7M
Citadel Advisors 0.02% Add +117.5% 1,716,498 $21.5M
DF Dent & Co. Inc. 0.25% Add +41.5% 1,591,433 $20.0M
GW&K Investment Management, LLC 0.18% Add +3.5% 1,585,141 $19.9M
T. Rowe Price Investment Management, Inc. 0.01% Reduce -4.5% 1,420,556 $17.8M
Massachusetts Financial Services Co. 0.01% New 1,249,517 $15.7M
UBS Group AG 0.00% Reduce -9.2% 1,219,003 $15.3M
Alyeska Investment Group, L.P. 0.05% Add +46.8% 1,137,501 $14.3M
Goldman Sachs Group Inc. 0.00% Reduce -50.6% 999,879 $12.5M
Bahl & Gaynor LLC 0.06% Add +6.4% 972,867 $12.2M
Northern Trust Corp. 0.00% Reduce -6.1% 970,592 $12.2M
Tributary Capital Management, LLC 0.97% Add +5.3% 874,421 $11.0M
Envestnet Asset Management Inc. 0.00% Add +2.7% 873,070 $11.0M
Morgan Stanley 0.00% Add +58.9% 848,234 $10.6M
Bank of America Corp. 0.00% Add +22.3% 737,957 $9.3M
Verition Fund Management LLC 0.06% Add +33.4% 734,745 $9.2M
Clearbridge Investments, LLC 0.01% Add +2.4% 719,457 $9.0M
First Eagle Investment Management, LLC 0.02% Add +13.9% 640,530 $8.0M
Two Sigma Investments, LP 0.02% Add +740.9% 638,202 $8.0M
Focus Partners Wealth 0.02% Add +5.4% 629,360 $7.9M
Charles Schwab Investment Management Inc. 0.00% Add +7.0% 604,569 $7.6M
FMR LLC 0.00% Add +8859.1% 446,073 $5.6M
Emerald Advisers, LLC 0.20% Add +4.2% 435,844 $5.5M
Bank of New York Mellon Corp 0.00% Add +8.4% 412,796 $5.2M
Neuberger Berman Group LLC 0.00% Add +106.1% 356,599 $4.5M
Marshall Wace, LLP 0.01% Reduce -42.1% 343,334 $4.3M
Alliancebernstein L.P. 0.00% Add +73.9% 338,420 $4.2M
Royal Bank of Canada 0.00% Add +32.8% 330,439 $4.1M
Crawford Investment Counsel Inc. 0.07% Add +5.6% 320,941 $4.0M
King Luther Capital Management Corp. 0.02% No change 288,214 $3.6M
Two Sigma Advisers, LP 0.01% Add +1802.0% 283,400 $3.6M
Sei Investments Co. 0.00% Add +11.7% 277,319 $3.5M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Add +35.4% 265,360 $3.3M
Wells Fargo & Company 0.00% Add +5.0% 259,034 $3.3M
Advisors Capital Management, LLC 0.04% Add +18.6% 254,689 $3.2M
Landscape Capital Management, L.L.C. 0.23% New 236,392 $3.0M
Diamond Hill Capital Management, LLC (Investment Advisor) 0.01% New 230,582 $2.9M
Emerald Mutual Fund Advisers Trust 0.17% No change 217,010 $2.7M
Stifel Financial Corp. 0.00% Reduce -6.4% 193,863 $2.4M
Franklin Resources Inc. 0.00% Add +421.9% 192,240 $2.4M
Night Squared LP 1.07% New 191,107 $2.4M
Squarepoint Ops LLC 0.00% Reduce -22.1% 174,364 $2.2M
Susquehanna International Group, LLP 0.00% Reduce -14.9% 166,788 $2.1M
Barclays PLC 0.00% Reduce -29.4% 156,084 $2.0M
State of New Jersey Common Pension Fund D 0.01% Add +11.5% 155,016 $1.9M
Nuveen, LLC 0.00% Reduce -71.7% 140,540 $1.8M
DAVENPORT & Co LLC 0.01% Reduce -41.0% 140,048 $1.8M
Hudson Bay Capital Management LP 0.01% New 139,913 $1.8M
Pathstone Holdings, LLC 0.01% Add +1.4% 139,756 $1.8M
Swiss National Bank 0.00% Add +2.7% 139,700 $1.8M
American Century Companies Inc. 0.00% Add +29.3% 122,619 $1.5M
Select Asset Management & Trust 0.51% No change 118,038 $1.5M
Twinbeech Capital LP 0.03% New 113,031 $1.4M
Rhumbline Advisers 0.00% Add +17.9% 112,874 $1.4M
Raymond James Financial Inc. 0.00% Add +181.8% 110,493 $1.4M
Orion Porfolio Solutions, LLC 0.01% Add +1.1% 109,921 $1.4M
Vestcor Inc 0.04% Reduce -46.5% 107,369 $1.3M
NFJ Investment Group, LLC 0.05% Reduce -0.6% 104,083 $1.3M
Astra Wealth Partners LLC 0.93% New 92,000 $1.2M
Bessemer Group Inc. 0.00% Reduce -0.5% 90,928 $1.1M
Invesco Ltd. 0.00% Add +3.3% 87,920 $1.1M
Hussman Strategic Advisors, Inc. 0.24% No change 84,000 $1.1M
Mirabella Financial Services LLP 0.10% New 77,590 $974K
Legal & General Group Plc 0.00% Add +10.0% 77,578 $974K
LPL Financial LLC 0.00% Add +18.0% 77,116 $968K
Ensign Peak Advisors, Inc 0.00% Reduce -6.3% 73,843 $927K
T. Rowe Price Associates Inc. 0.00% Add +10.8% 72,915 $916K
California State Teachers Retirement System 0.00% No change 65,308 $820K
Russell Investments Group, Ltd. 0.00% Add +4.0% 59,864 $751K
Outfitters Financial LLC 0.63% Add +9.3% 59,245 $744K
Bryce Point Capital, LLC 0.62% New 58,733 $737K
Natixis Advisors, LLC 0.00% Add +35.9% 58,068 $729K
Kimelman & Baird, LLC 0.06% No change 54,484 $684K
Creative Planning 0.00% Reduce -14.0% 52,067 $653K
Truist Financial Corp. 0.00% Add +6.3% 50,338 $632K
Gsa Capital Partners LLP 0.04% Reduce -26.7% 49,823 $625K
Deutsche Bank AG 0.00% Reduce -12.9% 48,367 $607K
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.00% New 45,026 $565K
Brevan Howard Capital Management LP 0.01% New 44,525 $559K
MetLife Investment Management, LLC 0.00% Add +10.3% 43,916 $551K
Diversified Trust Co. 0.01% No change 42,195 $530K
Victory Capital Management Inc. 0.00% Reduce -0.9% 42,143 $529K
Legacy Wealth Asset Management, LLC 0.13% Add +0.7% 40,822 $512K
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% Add +0.5% 39,681 $498K
Teacher Retirement System of Texas 0.00% Add +280.1% 38,988 $489K
State of Wisconsin Investment Board 0.00% New 38,817 $487K
Econ Financial Services Corp 0.25% New 38,310 $481K
PARK CIRCLE Co 0.41% No change 37,750 $474K
Manufacturers Life Insurance Company, The 0.00% Add +12.0% 37,530 $471K
Oppenheimer Asset Management Inc. 0.01% Add +23.7% 36,797 $462K
Freestone Grove Partners LP 0.00% Add +25.1% 36,363 $456K
Intech Investment Management LLC 0.00% Add +15.3% 36,082 $453K
Snowden Capital Advisors LLC 0.01% Reduce -0.2% 34,031 $429K
Engineers Gate Manager LP 0.00% Reduce -66.7% 30,671 $385K
Avantax Advisory Services, Inc. 0.00% Add +1.2% 30,598 $384K
Capstone Investment Advisors, LLC 0.00% New 30,379 $381K
Fuller & Thaler Asset Management, Inc. 0.00% New 29,725 $373K
Keybank National Association 0.00% Add +21.6% 29,200 $366K
CastleKnight Management LP 0.02% New 29,100 $365K
Citigroup Inc. 0.00% Reduce -62.6% 28,643 $359K
Janus Henderson Group PLC 0.00% No change 27,504 $345K
Janney Montgomery Scott LLC 0.00% Add +97.3% 27,436 $344K
HSBC Holdings PLC 0.00% Add +17.6% 26,553 $331K
First National Bank of Omaha 0.02% Add +11.0% 25,821 $324K
Baird Financial Group, Inc. 0.00% Add +17.6% 24,984 $314K
Commerce Bank 0.00% Add +17.4% 24,920 $313K
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% Reduce -2.3% 24,889 $312K
CANADA LIFE ASSURANCE Co 0.00% No change 23,981 $302K
HighTower Advisors, LLC 0.00% Reduce -6.2% 24,062 $302K
Rockefeller Capital Management L.P. 0.00% Reduce -5.1% 23,553 $296K
Beacon Investment Advisors LLC 0.13% Reduce -2.1% 23,464 $292K
Handelsbanken Fonder AB 0.00% No change 22,300 $280K
MML Investors Services, LLC 0.00% Add +9.1% 21,380 $268K
Arizona State Retirement System 0.00% Add +6.1% 21,349 $268K
AQR Capital Management 0.00% Add +27.9% 21,211 $266K
Kestra Advisory Services, LLC 0.00% Add +21.6% 20,843 $262K
New York State Common Retirement Fund 0.00% No change 20,707 $260K
State Board of Administration of Florida Retirement System 0.00% No change 20,560 $258K
Comerica Bank 0.00% Reduce -1.0% 20,425 $256K
Voya Investment Management LLC 0.00% Add +9.6% 20,028 $251K
Renaissance Technologies 0.00% New 19,700 $247K
Pitcairn Co. 0.02% Reduce -7.5% 19,341 $243K
Graham Capital Management, L.P. 0.01% Reduce -49.5% 19,030 $239K
Diversify Wealth Management, LLC 0.01% Reduce -6.5% 17,422 $224K
Personal Cfo Solutions, LLC 0.04% Reduce -2.4% 17,796 $223K
Sageworth Trust Co 0.01% New 17,615 $221K
US Bancorp \de 0.00% Add +32.2% 17,408 $218K
Universal- Beteiligungs- und Servicegesellschaft mbH 0.00% New 17,078 $214K
D. E. Shaw & Co. 0.00% Reduce -89.6% 16,847 $211K
Police & Firemen's Retirement System of New Jersey 0.00% Add +15.8% 16,589 $208K
First Bank & Trust 0.04% Add +15.2% 16,361 $205K
PNC Financial Services Group, Inc. 0.00% Add +4.4% 15,640 $196K
PEAK6 LLC 0.01% New 15,010 $188K
ProShare Advisors LLC 0.00% Add +4.0% 14,849 $186K
M&T Bank Corp 0.00% Add +38.6% 14,827 $186K
Simon Quick Advisors, LLC 0.01% Reduce -8.8% 14,556 $183K
Teza Capital Management LLC 0.13% New 14,183 $178K
Berkshire Asset Management LLC 0.01% No change 14,100 $177K
KLP Kapitalforvaltning As 0.00% Reduce -15.2% 13,900 $175K
Bridgefront Capital, LLC 0.05% New 13,614 $171K
Ballentine Partners, LLC 0.00% New 13,488 $169K
Envestnet Portfolio Solutions, Inc. 0.00% Reduce -7.7% 13,266 $166K
Mariner, LLC 0.00% Reduce -12.7% 12,847 $161K
Public Employees Retirement Association of Colorado 0.00% No change 12,759 $160K
Parallel Advisors, LLC 0.00% Reduce -4.4% 12,338 $155K
Caption Management, LLC 0.01% No change 12,300 $154K
Dark Forest Capital Management LP 0.01% Reduce -79.6% 12,143 $152K
SPC Financial, Inc. 0.01% New 11,900 $149K
Atria Investments, Inc 0.00% Reduce -7.3% 11,251 $141K
Portside Wealth Group, LLC 0.02% New 11,233 $141K
Tower Research Capital LLC (TRC) 0.00% Add +79.6% 11,088 $139K
Canada Pension Plan Investment Board 0.00% Add +505.6% 10,900 $137K
Cetera Investment Advisers 0.00% Reduce -31.1% 10,811 $136K
Cerity Partners LLC 0.00% Reduce -4.5% 10,661 $134K
Cresset Asset Management, LLC 0.00% Reduce -2.7% 10,567 $133K
Holocene Advisors, LP 0.00% Reduce -5.0% 10,189 $128K
First Horizon Advisors, Inc. 0.00% Add +4.2% 8,221 $103K
Ameritas Investment Partners, Inc. 0.00% Add +16.1% 7,394 $93K
BNP Paribas Financial Markets 0.00% Reduce -44.9% 6,929 $87K
Harbor Investment Advisory, LLC 0.01% Add +37.6% 5,481 $69K
Delta Asset Management LLC 0.01% No change 5,000 $63K
Arax Advisory Partners 0.00% Add +21.8% 4,176 $52K
State of Wyoming 0.01% Reduce -14.7% 4,009 $50K
Osaic Holdings, Inc. 0.00% Add +76.1% 3,756 $47K
Assetmark, Inc. 0.00% Add +15.5% 2,720 $34K
Walleye Trading LLC 0.00% New 2,717 $34K
Amalgamated Bank 0.00% No change 2,226 $28K
NewEdge Advisors, LLC 0.00% New 2,000 $25K
Sterling Capital Management LLC 0.00% Add +379.2% 1,955 $25K
CBIZ Investment Advisory Services, LLC 0.00% Add +0.3% 1,861 $23K
Cwm, LLC 0.00% Add +10.1% 1,762 $22K
Newton One Investments LLC 0.01% Add +0.4% 1,705 $21K
Jones Financial Companies LLLP 0.00% Add +119.2% 1,565 $19K
Parkside Financial Bank & Trust 0.00% Reduce -63.1% 1,441 $18K
Binnacle Investments Inc 0.01% Add +17.4% 1,334 $17K
Eastern Bank 0.00% No change 1,288 $16K
EverSource Wealth Advisors, LLC 0.00% Add +53.3% 1,214 $15K
Blue Trust, Inc. 0.00% Add +31.5% 1,156 $15K
Retirement Wealth Solutions LLC 0.01% Add +0.1% 1,062 $13K
Wilmington Savings Fund Society, FSB 0.00% No change 1,006 $13K
Salem Investment Counselors Inc. 0.00% No change 1,000 $13K
CIBC Private Wealth Group LLC 0.00% No change 1,000 $13K
Aster Capital Management (DIFC) Ltd 0.00% Reduce -36.4% 888 $11K
Principal Securities, Inc. 0.00% Add +14.9% 888 $11K
GAMMA Investing LLC 0.00% Reduce -34.5% 843 $11K
UMB Bank, n.a. 0.00% Add +101.7% 821 $10K
Private Trust Co. NA 0.00% Add +14.4% 785 $10K
WPG Advisers, LLC 0.01% Add +15.4% 607 $8K
Group One Trading LLC 0.00% Reduce -79.5% 601 $8K
Costello Asset Management, INC 0.00% No change 600 $8K
Geneos Wealth Management Inc. 0.00% Reduce -7.7% 552 $7K
Global Retirement Partners, LLC 0.00% — 475 $6K
Quarry LP 0.00% New 406 $5K
Spire Wealth Management 0.00% Reduce -4.5% 400 $5K
Navigoe, LLC 0.00% No change 420 $5K
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.00% New 424 $5K
Signaturefd, LLC 0.00% Reduce -74.2% 344 $4K
Versant Capital Management, Inc 0.00% Reduce -64.9% 301 $4K
Whipplewood Advisors, LLC 0.00% Add +920.8% 245 $3K
Mitsubishi UFJ Asset Management Co., Ltd. 0.00% No change 219 $3K
Steward Partners Investment Advisory, LLC 0.00% Reduce -8.8% 218 $3K
Smartleaf Asset Management LLC 0.00% Add +422.2% 188 $2K
SBI Securities Co., Ltd. 0.00% No change 185 $2K
Harbor Capital Advisors, Inc. 0.00% Add +2.1% 146 $2K
Nisa Investment Advisors, LLC 0.00% Reduce -38.4% 143 $2K
Main Street Group, LTD 0.00% No change 100 $1K
Northwestern Mutual Wealth Management Co. 0.00% Reduce -94.2% 100 $1K
Rothschild Investment LLC 0.00% Reduce -36.0% 80 $1K
Covestor Ltd 0.00% Add +971.4% 75 $1K
Lanark Financial, Inc. 0.00% Reduce -70.1% 128 $1K
IFP Advisors, Inc 0.00% Add +0.0% 12 $703
Allworth Financial LP 0.00% Reduce -81.6% 47 $590
Farther Finance Advisors, LLC 0.00% Reduce -69.8% 19 $238
Harbour Investments, Inc. 0.00% New 15 $188
True Wealth Design, LLC 0.00% New 10 $126
Fortitude Family Office, LLC 0.00% New 9 $113
Brooklyn Investment Group 0.00% No change 8 $101
JFS Wealth Advisors, LLC 0.00% Reduce -66.7% 3 $38
SJS Investment Consulting Inc. 0.00% No change 3 $38
DiNuzzo Private Wealth, Inc. 0.00% No change 3 $38
Rialto Wealth Management, LLC 0.00% New 2 $26
Huntington National Bank 0.00% Reduce -99.0% 2 $25
HFM Investment Advisors, LLC 0.00% Add +100.0% 2 $25
Twin Peaks Wealth Advisors, LLC 0.00% New 1 $13
Parkworth Wealth Management, Inc. 0.00% No change 1 $13
Bay Harbor Wealth Management, LLC 0.00% New 1 $12
Hemington Wealth Management 0.00% Reduce -59.3% 11 $0

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