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

Type	Name	% Inst	% Insiders	% Retail
Stock	Utz Brands	91.25%	17.13%	-8.38%
Sector	Consumer Defensive Stocks	48.89%	13.02%	38.10%
Industry	Packaged Foods Stocks	52.98%	11.98%	35.04%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Vanguard group	6.90M	8.47%	$114.77M
T. rowe price investment management	5.68M	6.97%	$94.47M
Blackrock	5.13M	6.31%	$85.39M
Champlain investment partners	5.12M	6.29%	$85.21M
Neuberger berman group	4.09M	5.02%	$67.98M
Jpmorgan chase	3.92M	4.82%	$65.21M
Bamco inc /ny/	3.25M	3.99%	$54.08M
Copeland capital management	3.05M	3.75%	$50.81M
Df dent	3.04M	3.74%	$50.64M
Ameriprise financial	2.91M	3.58%	$48.49M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Copeland capital management	3.05M	0.95%	$50.81M
Select asset management & trust	118.04K	0.78%	$1.96M
Outfitter financial	53.73K	0.74%	$894.15K
Df dent	3.04M	0.65%	$50.64M
Emerald mutual fund advisers trust	633.93K	0.55%	$10.55M
Emerald advisers	752.96K	0.53%	$12.53M
Champlain investment partners	5.12M	0.52%	$85.21M
Gratus capital	583.12K	0.39%	$9.70M
Readystate asset management lp	538.77K	0.29%	$8.97M
Gw&k investment management	1.39M	0.21%	$23.13M

Top Buyers

Holder	Shares	% Assets	Change
Jennison associates	2.09M	0.02%	755.10K
Ameriprise financial	2.91M	0.01%	748.10K
Vanguard group	6.90M	0.00%	512.06K
Gw&k investment management	1.39M	0.21%	309.05K
Morgan stanley	696.48K	0.00%	297.85K

Top Sellers

Holder	Shares	% Assets	Change
Readystate asset management lp	538.77K	0.29%	-675.97K
Df dent	3.04M	0.65%	-628.79K
Neuberger berman group	4.09M	0.06%	-438.02K
Point72 asset management	-	-	-404.32K
Picton mahoney asset management	-	-	-325.81K

New Positions

Holder	Shares	% Assets	Change	Value
Balyasny asset management	88.80K	0.00%	88.80K	$1.48M
Gsa capital partners llp	82.96K	0.10%	82.96K	$1.38M
Dynamic technology lab private	59.57K	0.11%	59.57K	$991.00K
Kimelman & baird	54.48K	0.07%	54.48K	$906.61K
Graham capital management	47.32K	0.02%	47.32K	$787.47K

Sold Out

Holder	Change
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

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
Sep 30, 2024	216	-3.14%	75,232,428	0.65%	91	1.08%	95	-19.49%	78	6.85%
Jun 30, 2024	222	7.77%	74,744,153	0.88%	91	1.10%	117	10.38%	73	19.67%
Mar 31, 2024	206	-2.83%	74,092,213	4.71%	91	1.20%	106	-5.36%	61	-11.59%
Dec 31, 2023	212	9.84%	70,758,659	1.00%	87	1.17%	112	1.82%	69	46.81%
Sep 30, 2023	193	-	70,056,207	3.34%	86	1.23%	110	1.85%	47	9.30%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
Champlain Small Company Fund, LLC	3.86M	4.68%	606.73K
Baron Opp. Small Cap Growth Strategy	3.25M	3.94%	-
Baron Small Cap Retail	3.25M	3.94%	-
Neuberger Berman Genesis Inv	2.57M	3.11%	-12.16K
JPM Small Cap Equity-MA	2.46M	2.98%	235.46K
JPM US Small Cap Core-Composite	2.46M	2.98%	235.46K
JPMorgan Small Cap Equity A	2.46M	2.98%	159.28K
Vanguard Total Stock Mkt Idx Inv	2.19M	2.65%	3.11K
Champlain Small Company Adv	2.07M	2.51%	-20.00K
T. Rowe Price Small-Cap Stock	1.71M	2.07%	-

Recent Insider Transactions

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

Insider Transactions Trends

Date	Buy	Sell
2024 Q4	-	2
2024 Q3	2	-
2024 Q2	-	8
2024 Q1	-	15
2023 Q4	3	-

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 52.98%, 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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