Utz Brands Ownership | Who Owns Utz Brands?


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Utz Brands Ownership Summary


Utz Brands is owned by 91.25% institutional investors, 17.13% insiders. Vanguard group is the largest institutional shareholder, holding 8.47% of UTZ shares. Champlain Small Company Fund, LLC is the top mutual fund, with 4.68% of its assets in Utz Brands shares.

UTZ Ownership Benchmark


TypeName% Inst% Insiders% Retail
StockUtz Brands91.25%17.13%-8.38%
SectorConsumer Defensive Stocks 51.56%13.97%34.47%
IndustryPackaged Foods Stocks56.29%13.62%30.08%

Institutional Shareholders


Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Vanguard group6.90M8.47%$114.77M
T. rowe price investment management5.68M6.97%$94.47M
Blackrock5.13M6.31%$85.39M
Champlain investment partners5.12M6.29%$85.21M
Neuberger berman group4.09M5.02%$67.98M
Jpmorgan chase3.92M4.82%$65.21M
Bamco inc /ny/3.25M3.99%$54.08M
Copeland capital management3.05M3.75%$50.81M
Df dent3.04M3.74%$50.64M
Ameriprise financial2.91M3.58%$48.49M

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
Copeland capital management3.05M0.95%$50.81M
Select asset management & trust118.04K0.78%$1.96M
Outfitter financial53.73K0.74%$894.15K
Df dent3.04M0.65%$50.64M
Emerald mutual fund advisers trust633.93K0.55%$10.55M
Emerald advisers752.96K0.53%$12.53M
Champlain investment partners5.12M0.52%$85.21M
Gratus capital583.12K0.39%$9.70M
Readystate asset management lp538.77K0.29%$8.97M
Gw&k investment management1.39M0.21%$23.13M

Top Buyers

HolderShares% AssetsChange
Jennison associates2.09M0.02%755.10K
Ameriprise financial2.91M0.01%748.10K
Vanguard group6.90M0.00%512.06K
Gw&k investment management1.39M0.21%309.05K
Morgan stanley696.48K0.00%297.85K

Top Sellers

HolderShares% AssetsChange
Readystate asset management lp538.77K0.29%-675.97K
Df dent3.04M0.65%-628.79K
Neuberger berman group4.09M0.06%-438.02K
Point72 asset management---404.32K
Picton mahoney asset management---325.81K

New Positions

HolderShares% AssetsChangeValue
Balyasny asset management88.80K0.00%88.80K$1.48M
Gsa capital partners llp82.96K0.10%82.96K$1.38M
Dynamic technology lab private59.57K0.11%59.57K$991.00K
Kimelman & baird54.48K0.07%54.48K$906.61K
Graham capital management47.32K0.02%47.32K$787.47K

Sold Out

HolderChange
Rothschild investment-5.00
Massmutual trust co fsb/adv-26.00
Quest partners-75.00
Fuller & thaler asset management-87.00
Ifp advisors-90.00

Institutional Ownership Trends


DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
Sep 30, 2024216-3.14%75,232,4280.65%911.08%95-19.49%786.85%
Jun 30, 20242227.77%74,744,1530.88%911.10%11710.38%7319.67%
Mar 31, 2024206-2.83%74,092,2134.71%911.20%106-5.36%61-11.59%
Dec 31, 20232129.84%70,758,6591.00%871.17%1121.82%6946.81%
Sep 30, 2023193-70,056,2073.34%861.23%1101.85%479.30%

Top Mutual Funds Shareholders


HolderShares% HoldingChange
Champlain Small Company Fund, LLC3.86M4.68%606.73K
Baron Opp. Small Cap Growth Strategy3.25M3.94%-
Baron Small Cap Retail3.25M3.94%-
Neuberger Berman Genesis Inv2.57M3.11%-12.16K
JPM Small Cap Equity-MA2.46M2.98%235.46K
JPM US Small Cap Core-Composite2.46M2.98%235.46K
JPMorgan Small Cap Equity A2.46M2.98%159.28K
Vanguard Total Stock Mkt Idx Inv2.19M2.65%3.11K
Champlain Small Company Adv2.07M2.51%-20.00K
T. Rowe Price Small-Cap Stock1.71M2.07%-

Recent Insider Transactions


DateNameRoleActivityValue
Nov 06, 2024CC Collier Holdings, LLC See RemarksSell$48.68M
Nov 04, 2024Devore Cary EVP, Chief Op & Transform OfcSell$519.50K
Aug 06, 2024Stewart Pamela J-Buy$15.04K
Aug 05, 2024Lindeman Bruce John-Buy$64.44K
May 23, 2024Choi Christina-Sell$56.82K

Insider Transactions Trends


DateBuySell
2024 Q4-2
2024 Q32-
2024 Q2-8
2024 Q1-15
2023 Q43-

UTZ Ownership FAQ


Who Owns Utz Brands?

Utz Brands shareholders are primarily institutional investors at 91.25%, followed by 17.13% insiders and -8.38% retail investors. The average institutional ownership in Utz Brands's industry, Packaged Foods Stocks, is 56.29%, which Utz Brands exceeds.

Who owns the most shares of Utz Brands?

Utz Brands’s largest shareholders are Vanguard group (6.9M shares, 8.47%), T. rowe price investment management (5.68M shares, 6.97%), and Blackrock (5.13M shares, 6.31%). Together, they hold 21.75% of Utz Brands’s total shares outstanding.

Does Blackrock own Utz Brands?

Yes, BlackRock owns 6.31% of Utz Brands, totaling 5.13M shares as of Jun 2024. This represents 0.00% of BlackRock's total assets, with a market value of 85.39M$. In the last quarter, BlackRock decreased its holdings by -185K shares, a -3.48% change.

Who is Utz Brands’s biggest shareholder by percentage of total assets invested?

Copeland capital management is Utz Brands’s biggest shareholder by percentage of total assets invested, with 0.95% of its assets in 3.05M Utz Brands shares, valued at 50.81M$.

Who is the top mutual fund holder of Utz Brands shares?

Champlain Small Company Fund, LLC is the top mutual fund holder of Utz Brands shares, with 4.68% of its total shares outstanding invested in 3.86M Utz Brands shares.

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