Utz Brands Ownership 2024 | Who Owns Utz Brands Now?


OverviewForecastRevenueFinancialsChartTranscripts

Institutional Ownership

18.60%

Insider Ownership

17.19%

Retail Ownership

64.21%

Institutional Holders

97.00

Utz Brands Institutional Shareholders


Institutional Shareholders by % of Total Shares

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
VANGUARD GROUP INC8.47%0.00%6,897,388512,0608.02%114,772,536Jun 30, 2024
T. ROWE PRICE INVESTMENT MANAGEMENT, INC.6.97%0.06%5,676,926-77,459-1.35%94,465,000Jun 30, 2024
BLACKROCK INC.6.31%0.00%5,131,867-185,267-3.48%85,394,265Jun 30, 2024
CHAMPLAIN INVESTMENT PARTNERS, LLC6.29%0.52%5,120,675-30,715-0.60%85,208,032Jun 30, 2024
NEUBERGER BERMAN GROUP LLC5.02%0.06%4,085,086-438,018-9.68%67,975,833Jun 30, 2024
JPMORGAN CHASE & CO4.82%0.01%3,919,008-245,731-5.90%65,212,294Jun 30, 2024
MILLENNIUM MANAGEMENT LLC4.61%0.03%3,749,704-439,363-10.49%62,395,075Jun 30, 2024
BAMCO INC /NY/3.99%0.15%3,250,000--54,080,000Jun 30, 2024
COPELAND CAPITAL MANAGEMENT, LLC3.75%0.95%3,053,20419,2790.64%50,805,310Jun 30, 2024
DF DENT & CO INC3.74%0.65%3,043,010-628,791-17.12%50,635,685Jun 30, 2024
AMERIPRISE FINANCIAL INC3.58%0.01%2,914,089748,10134.54%48,490,487Jun 30, 2024
JENNISON ASSOCIATES LLC2.56%0.02%2,086,678755,09756.71%34,722,322Jun 30, 2024
STATE STREET CORP1.97%0.00%1,606,09311,8230.74%26,850,778,000Jun 30, 2024
GEODE CAPITAL MANAGEMENT, LLC1.84%0.00%1,500,911-17,408-1.15%24,980,565Jun 30, 2024
GW&K INVESTMENT MANAGEMENT, LLC1.71%0.21%1,389,995309,04628.59%23,130,000Jun 30, 2024
VICTORY CAPITAL MANAGEMENT INC1.52%0.02%1,238,425223,46222.02%20,607,392Jun 30, 2024
DIMENSIONAL FUND ADVISORS LP1.46%0.01%1,190,524-53,120-4.27%19,810,890Jun 30, 2024
GOLDMAN SACHS GROUP INC1.19%0.00%969,603-38,010-3.77%16,134,193Jun 30, 2024
NORTHERN TRUST CORP1.19%0.00%964,8431,1500.12%16,054,988,000Jun 30, 2024
MARSHALL WACE, LLP1.00%0.02%812,646-162,958-16.70%13,522,430Jun 30, 2024

Utz Brands's largest institutional shareholder is VANGUARD GROUP INC, holding 8.47% of the company's total share outstanding, currently valued at $114.77M. The top 10 institutional shareholders own together 53.97% of the company.

Institutional Shareholders by % of Total Assets

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
COPELAND CAPITAL MANAGEMENT, LLC3.75%0.95%3,053,20419,2790.64%50,805,310Jun 30, 2024
SELECT ASSET MANAGEMENT & TRUST0.14%0.78%118,038--1,964,000Jun 30, 2024
OUTFITTER FINANCIAL LLC0.07%0.74%53,735-30-0.06%894,150Jun 30, 2024
DF DENT & CO INC3.74%0.65%3,043,010-628,791-17.12%50,635,685Jun 30, 2024
EMERALD MUTUAL FUND ADVISERS TRUST0.78%0.55%633,933--10,548,645Jun 30, 2024
EMERALD ADVISERS, LLC0.93%0.53%752,957-43,836-5.50%12,529,204Jun 30, 2024
CHAMPLAIN INVESTMENT PARTNERS, LLC6.29%0.52%5,120,675-30,715-0.60%85,208,032Jun 30, 2024
GRATUS CAPITAL LLC0.72%0.39%583,11717,1303.03%9,703,067Jun 30, 2024
READYSTATE ASSET MANAGEMENT LP0.66%0.29%538,766-675,965-55.65%8,965,066Jun 30, 2024
GW&K INVESTMENT MANAGEMENT, LLC1.71%0.21%1,389,995309,04628.59%23,130,000Jun 30, 2024
PICTON MAHONEY ASSET MANAGEMENT0.40%0.21%325,810325,810100.00%5,422,000Jun 30, 2024
BEACON INVESTMENT ADVISORS LLC0.03%0.21%24,102-264-1.08%401,051Jun 30, 2024
CASTLEARK MANAGEMENT LLC0.32%0.17%257,170257,170100.00%4,279,309Jun 30, 2024
LEGACY WEALTH ASSET MANAGEMENT, LLC0.04%0.17%35,99410,08038.90%598,940Jun 30, 2024
BAMCO INC /NY/3.99%0.15%3,250,000--54,080,000Jun 30, 2024
VESTCOR INC0.33%0.15%265,700-40,600-13.26%4,421,000Jun 30, 2024
MQS MANAGEMENT LLC0.01%0.11%11,24911,249100.00%187,183Jun 30, 2024
ENTRYPOINT CAPITAL, LLC0.01%0.11%4,6074,607100.00%76,660Jun 30, 2024
DYNAMIC TECHNOLOGY LAB PRIVATE LTD0.07%0.11%59,56959,569100.00%991,000Jun 30, 2024
GSA CAPITAL PARTNERS LLP0.10%0.10%82,96182,961100.00%1,380,000Jun 30, 2024

The largest Utz Brands shareholder by % of total assets is COPELAND CAPITAL MANAGEMENT, LLC. The company owns 3.05M shares of Utz Brands (UTZ), representing 0.95% of its total assets.

Institutional Buyers

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
JENNISON ASSOCIATES LLC2.56%0.02%2,086,678755,09756.71%34,722,322Jun 30, 2024
AMERIPRISE FINANCIAL INC3.58%0.01%2,914,089748,10134.54%48,490,487Jun 30, 2024
VANGUARD GROUP INC8.47%0.00%6,897,388512,0608.02%114,772,536Jun 30, 2024
PICTON MAHONEY ASSET MANAGEMENT0.40%0.21%325,810325,810100.00%5,422,000Jun 30, 2024
GW&K INVESTMENT MANAGEMENT, LLC1.71%0.21%1,389,995309,04628.59%23,130,000Jun 30, 2024
MORGAN STANLEY0.86%0.00%696,481297,84874.72%11,589,467Jun 30, 2024
CASTLEARK MANAGEMENT LLC0.32%0.17%257,170257,170100.00%4,279,309Jun 30, 2024
VICTORY CAPITAL MANAGEMENT INC1.52%0.02%1,238,425223,46222.02%20,607,392Jun 30, 2024
MERCER GLOBAL ADVISORS INC /ADV0.15%-119,043119,043100.00%9,064Jun 30, 2024
HRT FINANCIAL LP0.14%0.01%116,178104,649907.70%1,933,000Jun 30, 2024
BALYASNY ASSET MANAGEMENT L.P.0.11%0.00%88,80288,802100.00%1,477,665Jun 30, 2024
GSA CAPITAL PARTNERS LLP0.10%0.10%82,96182,961100.00%1,380,000Jun 30, 2024
EXODUSPOINT CAPITAL MANAGEMENT, LP0.12%0.01%100,34582,831472.94%1,670,000Jun 30, 2024
BAHL & GAYNOR INC0.29%0.02%239,96174,63345.14%3,992,951Jun 30, 2024
DYNAMIC TECHNOLOGY LAB PRIVATE LTD0.07%0.11%59,56959,569100.00%991,000Jun 30, 2024
BARCLAYS PLC0.56%0.00%457,71055,62013.83%7,616,000Jun 30, 2024
PRINCIPAL FINANCIAL GROUP INC0.07%0.00%54,93954,939100.00%914,186,000Jun 30, 2024
QUANTBOT TECHNOLOGIES LP0.08%0.05%66,66753,680413.34%1,109,339Jun 30, 2024
RENAISSANCE TECHNOLOGIES LLC0.07%0.00%53,50053,500100.00%890,240Jun 30, 2024
JEFFERIES FINANCIAL GROUP INC.0.06%0.01%49,02249,022100.00%815,726Jun 30, 2024

As of Jun 30 2024, Utz Brands's largest institutional buyer is JENNISON ASSOCIATES LLC. The company purchased 755.10K stocks of UTZ, valued at $34.72M.

Institutional Sellers

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
READYSTATE ASSET MANAGEMENT LP0.66%0.29%538,766-675,965-55.65%8,965,066Jun 30, 2024
DF DENT & CO INC3.74%0.65%3,043,010-628,791-17.12%50,635,685Jun 30, 2024
MILLENNIUM MANAGEMENT LLC4.61%0.03%3,749,704-439,363-10.49%62,395,075Jun 30, 2024
NEUBERGER BERMAN GROUP LLC5.02%0.06%4,085,086-438,018-9.68%67,975,833Jun 30, 2024
POINT72 ASSET MANAGEMENT, L.P.----404,319-100.00%-Jun 30, 2024
STATE OF WISCONSIN INVESTMENT BOARD0.06%0.00%49,528-261,241-84.06%824,146Jun 30, 2024
JPMORGAN CHASE & CO4.82%0.01%3,919,008-245,731-5.90%65,212,294Jun 30, 2024
BLACKROCK INC.6.31%0.00%5,131,867-185,267-3.48%85,394,265Jun 30, 2024
MARSHALL WACE, LLP1.00%0.02%812,646-162,958-16.70%13,522,430Jun 30, 2024
CLEARBRIDGE INVESTMENTS, LLC0.88%0.01%715,495-158,629-18.15%11,905,843Jun 30, 2024
FIRST TRUST ADVISORS LP----140,662-100.00%-Jun 30, 2024
AMI ASSET MANAGEMENT CORP0.11%0.08%86,263-122,202-58.62%1,435,411Jun 30, 2024
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.----115,174-100.00%-Jun 30, 2024
T. ROWE PRICE INVESTMENT MANAGEMENT, INC.6.97%0.06%5,676,926-77,459-1.35%94,465,000Jun 30, 2024
PEAK6 INVESTMENTS LLC0.03%0.00%23,440-64,908-73.47%390,042Jun 30, 2024
VERITION FUND MANAGEMENT LLC0.29%0.02%238,712-55,953-18.99%3,972,168Jun 30, 2024
DIMENSIONAL FUND ADVISORS LP1.46%0.01%1,190,524-53,120-4.27%19,810,890Jun 30, 2024
STATE OF NEW JERSEY COMMON PENSION FUND D0.12%0.01%100,343-48,040-32.38%1,669,708Jun 30, 2024
EMERALD ADVISERS, LLC0.93%0.53%752,957-43,836-5.50%12,529,204Jun 30, 2024
VESTCOR INC0.33%0.15%265,700-40,600-13.26%4,421,000Jun 30, 2024

As of Jun 30 2024, Utz Brands's biggest institutional seller is READYSTATE ASSET MANAGEMENT LP. The company sold -0.68M shares of UTZ, valued at $8.97M.

Institutional New positions

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
PICTON MAHONEY ASSET MANAGEMENT0.40%0.21%325,810325,810100.00%5,422,000Jun 30, 2024
CASTLEARK MANAGEMENT LLC0.32%0.17%257,170257,170100.00%4,279,309Jun 30, 2024
MERCER GLOBAL ADVISORS INC /ADV0.15%-119,043119,043100.00%9,064Jun 30, 2024
BALYASNY ASSET MANAGEMENT L.P.0.11%0.00%88,80288,802100.00%1,477,665Jun 30, 2024
GSA CAPITAL PARTNERS LLP0.10%0.10%82,96182,961100.00%1,380,000Jun 30, 2024
DYNAMIC TECHNOLOGY LAB PRIVATE LTD0.07%0.11%59,56959,569100.00%991,000Jun 30, 2024
PRINCIPAL FINANCIAL GROUP INC0.07%0.00%54,93954,939100.00%914,186,000Jun 30, 2024
RENAISSANCE TECHNOLOGIES LLC0.07%0.00%53,50053,500100.00%890,240Jun 30, 2024
JEFFERIES FINANCIAL GROUP INC.0.06%0.01%49,02249,022100.00%815,726Jun 30, 2024
GRAHAM CAPITAL MANAGEMENT, L.P.0.06%0.02%47,32447,324100.00%787,471Jun 30, 2024
PETRUS TRUST COMPANY, LTA0.05%0.06%36,79736,797100.00%612,302Jun 30, 2024
MIRAE ASSET GLOBAL ETFS HOLDINGS LTD.0.04%0.00%35,79435,794100.00%595,612Jun 30, 2024
COREBRIDGE FINANCIAL, INC.0.04%0.00%34,98834,988100.00%582,200Jun 30, 2024
AVANTAX ADVISORY SERVICES, INC.0.04%0.00%30,74330,743100.00%511,564Jun 30, 2024
SMITH GROUP ASSET MANAGEMENT, LLC0.03%0.03%21,81521,815100.00%363,002Jun 30, 2024
0.02%0.04%19,07419,074100.00%309,187Jun 30, 2024
SCHONFELD STRATEGIC ADVISORS LLC0.02%0.00%18,71418,714100.00%311,399Jun 30, 2024
AIGEN INVESTMENT MANAGEMENT, LP0.02%0.05%14,97414,974100.00%249,167Jun 30, 2024
ATRIA INVESTMENTS, INC0.01%0.00%12,06412,064100.00%200,737Jun 30, 2024
CHOREO, LLC0.01%0.00%11,72411,724100.00%195,087Jun 30, 2024
MQS MANAGEMENT LLC0.01%0.11%11,24911,249100.00%187,183Jun 30, 2024
SG AMERICAS SECURITIES, LLC0.01%0.00%6,2006,200100.00%103,000Jun 30, 2024
0.01%0.00%5,1005,100100.00%84,863Jun 30, 2024
CANADA PENSION PLAN INVESTMENT BOARD0.01%0.00%4,8004,800100.00%79,872Jun 30, 2024
FIFTH THIRD BANCORP0.00%0.00%2,6652,665100.00%44,346Jun 30, 2024
MACQUARIE GROUP LTD0.00%-291291100.00%4,842Jun 30, 2024
TRIAD WEALTH PARTNERS, LLC0.00%0.00%247247100.00%4,110Jun 30, 2024
FINANCIAL NETWORK WEALTH ADVISORS LLC0.00%0.00%176176100.00%2,929Jun 30, 2024
WHITTIER TRUST CO0.00%-152152100.00%2,527Jun 30, 2024
FARTHER FINANCE ADVISORS, LLC0.00%-4747100.00%782Jun 30, 2024

Utz Brands's largest new institutional shareholder by number of shares is PICTON MAHONEY ASSET MANAGEMENT, purchased 325.81K shares, valued at $5.42M, as of undefined.

Institutional Sold Out

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
POINT72 ASSET MANAGEMENT, L.P.----404,319-100.00%-Jun 30, 2024
FIRST TRUST ADVISORS LP----140,662-100.00%-Jun 30, 2024
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.----115,174-100.00%-Jun 30, 2024
AMERICAN INTERNATIONAL GROUP, INC.----35,507-100.00%-Jun 30, 2024
AQR ARBITRAGE LLC----35,000-100.00%-Jun 30, 2024
NORDEN GROUP LLC----33,627-100.00%-Jun 30, 2024
MIRAE ASSET GLOBAL INVESTMENTS CO., LTD.----28,306-100.00%-Jun 30, 2024
DIVERSIFY ADVISORY SERVICES, LLC----19,296-100.00%-Jun 30, 2024
PROSHARE ADVISORS LLC----12,944-100.00%-Jun 30, 2024
WOLVERINE TRADING, LLC----12,000-100.00%-Jun 30, 2024
PEAK6 INVESTMENTS LLC----6,600-100.00%-Jun 30, 2024
METROPOLITAN LIFE INSURANCE CO/NY----3,867-100.00%-Jun 30, 2024
WALLEYE CAPITAL LLC----3,100-100.00%-Jun 30, 2024
FIRST MANHATTAN CO. LLC.----775-100.00%-Jun 30, 2024
NELSON, VAN DENBURG & CAMPBELL WEALTH MANAGEMENT GROUP, LLC----536-100.00%-Jun 30, 2024
CORECAP ADVISORS, LLC----484-100.00%-Jun 30, 2024
PARK PLACE CAPITAL CORP----175-100.00%-Jun 30, 2024
IFP ADVISORS, INC----90-100.00%-Jun 30, 2024
QUEST PARTNERS LLC----75-100.00%-Jun 30, 2024
MASSMUTUAL TRUST CO FSB/ADV----26-100.00%-Jun 30, 2024
ROTHSCHILD INVESTMENT LLC----5-100.00%-Jun 30, 2024

Utz Brands's largest sold out institutional shareholder by shares sold is POINT72 ASSET MANAGEMENT, L.P., sold -0.40M shares, valued at -, as of undefined.

Utz Brands Mutual Fund Holders


Name% Total AssetsTotal SharesChange AmountChange %Date
Papp Investment Trust1.86%24,000--Feb 29, 2024
Copeland Trust0.62%35,126--Feb 29, 2024
T. Rowe Price Small-Cap Stock Fund, Inc.0.49%1,791,401131,9487.95%Mar 31, 2024
BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND)0.46%3,250,000--Mar 31, 2024
NEIMAN FUNDS0.45%71,200-127,700-64.20%Mar 31, 2024
FORUM FUNDS0.34%777,049-39,848-4.88%Mar 31, 2024
STATE STREET INSTITUTIONAL FUNDS0.32%252,930-60,955-19.42%Mar 31, 2024
NEUBERGER BERMAN EQUITY FUNDS0.29%2,863,124-35,924-1.24%Feb 29, 2024
PRUDENTIAL JENNISON BLEND FUND, INC.0.18%111,408-22,000-16.49%Feb 29, 2024
EntrepreneurShares Series Trust0.15%40,502--Dec 31, 2023
T. Rowe Price Small-Cap Value Fund, Inc.0.11%873,000-16,224-1.82%Mar 31, 2024
VANGUARD VALLEY FORGE FUNDS0.09%46,761--Mar 31, 2024
VICTORY VARIABLE INSURANCE FUNDS0.09%45,02045,020-Mar 31, 2024
T. Rowe Price Equity Funds, Inc.0.08%835,35064,4768.36%Mar 31, 2024
SARATOGA ADVANTAGE TRUST0.05%2,893--Feb 29, 2024
LKCM Funds0.04%139,223--Mar 31, 2024
FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND0.03%135,295112,302488.42%Jan 31, 2024
GOLDMAN SACHS VARIABLE INSURANCE TRUST0.03%142,087--Mar 31, 2024
Humankind Benefit Corp0.03%6937712.50%Dec 31, 2023
NEUBERGER BERMAN ALTERNATIVE FUNDS0.03%388,999--Jan 31, 2024
Zacks Trust0.02%2,086--Feb 29, 2024
BNY Mellon Strategic Funds, Inc.0.02%47,235--Mar 31, 2024
QUANTITATIVE MASTER SERIES LLC0.02%125,965-5,324-4.06%Mar 31, 2024
DEUTSCHE DWS INVESTMENTS VIT FUNDS0.02%10,500-516-4.68%Mar 31, 2024
Weiss Strategic Interval Fund0.01%47,80847,808-Sep 30, 2022
VANGUARD INDEX FUNDS0.01%5,244,732-1,406,730-21.15%Mar 31, 2024
VICTORY PORTFOLIOS0.01%334,980334,980-Mar 31, 2024
OLD WESTBURY FUNDS INC0.01%1,315,000--Jan 31, 2024
Guardian Variable Products Trust0.01%143,304-7,800-5.16%Mar 31, 2024
AMG FUNDS0.01%244,193-9,200-3.63%Mar 28, 2024
FIRST TRUST EXCHANGE-TRADED FUND0.01%69,987--Mar 31, 2024
Forethought Variable Insurance Trust0.01%29,950--Mar 28, 2024
TIAA SEPARATE ACCOUNT VA 10.01%1,426--Mar 31, 2024
T. Rowe Price Spectrum Funds II, Inc.0.01%79,7274,3375.75%Feb 29, 2024
SCHWAB CAPITAL TRUST0.00%197,27050.00%Jan 31, 2024
FINANCIAL INVESTORS TRUST0.00%334,793-52,174-13.48%Jan 31, 2024
FIDELITY COVINGTON TRUST0.00%76,624-3,564-4.44%Jan 31, 2024
TIMOTHY PLAN0.00%19,1612,57415.52%Mar 31, 2024
DRIEHAUS MUTUAL FUNDS0.00%34,214--Mar 28, 2024
Ivy Variable Insurance Portfolios0.00%77,164--Mar 28, 2024
FIDELITY CONCORD STREET TRUST0.00%616,17237,0636.40%Feb 29, 2024
JPMorgan Trust I0.00%3,269,061--Jan 31, 2024
Calvert Variable Products, Inc.0.00%7,158--Mar 31, 2024
Advisors' Inner Circle Fund II0.00%2,280,000--Jan 31, 2024
Intrepid Capital Management Funds Trust0.00%31,830--Mar 31, 2024
Fidelity Commonwealth Trust II0.00%16,163--Aug 31, 2023
Series Portfolios Trust0.00%14,64211,835421.62%Jan 31, 2024
VANGUARD WORLD FUND0.00%533,148-19,656-3.56%Feb 29, 2024
Voya INVESTORS TRUST0.00%117,157-18,314-13.52%Mar 31, 2024
ALLSPRING FUNDS TRUST0.00%935,100--Jan 31, 2024
STATE STREET VARIABLE INSURANCE SERIES FUNDS INC0.00%9,342-1,595-14.58%Mar 31, 2024
Managed Portfolio Series0.00%32,394--Jan 31, 2024
Listed Funds Trust0.00%7,134--Mar 31, 2024
LEGG MASON PARTNERS INVESTMENT TRUST0.00%68,400--Mar 28, 2024
Ultimus Managers Trust0.00%14,250--Feb 29, 2024
VANGUARD INSTITUTIONAL INDEX FUNDS0.00%36,769-8,734-19.19%Mar 31, 2024
T. Rowe Price Equity Series, Inc.0.00%1,851985.59%Mar 31, 2024
PENN SERIES FUNDS INC0.00%27,993-4,286-13.28%Mar 28, 2024
Dimensional ETF Trust0.00%408,63587,18827.12%Jan 31, 2024
IVY FUNDS0.00%304,665--Mar 28, 2024
ADVISORS' INNER CIRCLE FUND0.00%21,900--Jan 31, 2024
PRUDENTIAL SERIES FUND0.00%68,903--Mar 28, 2024
T. Rowe Price Index Trust, Inc.0.00%19,8654192.15%Mar 31, 2024
FIRST TRUST EXCHANGE-TRADED FUND VI0.00%4,201-443-9.54%Mar 31, 2024
Voya VARIABLE PORTFOLIOS INC0.00%24,094-5,456-18.46%Mar 31, 2024
CLEARWATER INVESTMENT TRUST0.00%7,0747,074-Mar 28, 2024
Global X Funds0.00%31,774--Jan 31, 2024
LAZARD FUNDS INC0.00%27,146--Mar 31, 2024
SCHWAB STRATEGIC TRUST0.00%353,9567,5892.19%Feb 29, 2024
MORGAN STANLEY PATHWAY FUNDS0.00%58,885--Feb 29, 2024
Natixis Funds Trust II0.00%68,810--Feb 29, 2024
AMERICAN CENTURY ETF TRUST0.00%55,00927,11797.22%Feb 29, 2024
DFA INVESTMENT DIMENSIONS GROUP INC0.00%477,164-101,182-17.50%Jan 31, 2024
INVESCO EXCHANGE-TRADED FUND TRUST0.00%35,106360.10%Jan 31, 2024
STATE STREET INSTITUTIONAL INVESTMENT TRUST0.00%25,500-4,800-15.84%Mar 31, 2024
THRIVENT MUTUAL FUNDS0.00%35,818--Mar 28, 2024
VARIABLE INSURANCE PRODUCTS FUND II0.00%3,9172456.67%Mar 31, 2024
TIAA-CREF LIFE FUNDS0.00%803--Mar 31, 2024
Brighthouse Funds Trust II0.00%264,513-4,609-1.71%Mar 31, 2024
NATIONWIDE MUTUAL FUNDS0.00%35,239-10,662-23.23%Jan 31, 2024
HC CAPITAL TRUST0.00%8,399--Mar 31, 2024
J.P. Morgan Exchange-Traded Fund Trust0.00%106,6721,8671.78%Jan 31, 2024
NORTHERN FUNDS0.00%30,878-579-1.84%Mar 28, 2024
Goldman Sachs ETF Trust0.00%19,0706,45451.16%Feb 29, 2024
MORGAN STANLEY INSTITUTIONAL FUND INC0.00%11,417--Mar 31, 2024
VANGUARD SCOTTSDALE FUNDS0.00%330,81340,65614.01%Feb 29, 2024
BNY Mellon ETF Trust0.00%3,9633,963-Jan 31, 2024
RYDEX SERIES FUNDS0.00%658--Dec 31, 2023
NORTHERN LIGHTS FUND TRUST III0.00%1,859--Jan 31, 2024
EQ ADVISORS TRUST0.00%180,149-41,492-18.72%Mar 31, 2024
iSHARES TRUST0.00%2,469,981-155,164-5.91%Mar 31, 2024
THRIVENT SERIES FUND INC0.00%15,314--Mar 28, 2024
Victory Portfolios II0.00%6,471--Mar 31, 2024
LAZARD RETIREMENT SERIES INC0.00%28,142--Mar 31, 2024
ADVANCED SERIES TRUST0.00%379,692116,38844.20%Mar 28, 2024
WisdomTree Trust0.00%211,874-1,529-0.72%Mar 31, 2024
Invesco Exchange-Traded Self-Indexed Fund Trust0.00%21,688--Feb 29, 2024
VALIC Co I0.00%27,649-112-0.40%Feb 29, 2024
FLEXSHARES TRUST0.00%7,181-172-2.34%Jan 31, 2024
Bridge Builder Trust0.00%406,758393,5032968.71%Mar 31, 2024

Utz Brands's largest mutual fund holder by % of total assets is "Papp Investment Trust", owning 24.00K shares, compromising 1.86% of its total assets.

Utz Brands Institutional Ownership Trends


Institutional Holdings Trend

DateHoldingsChange %
30 Jun, 2497-52.91%
31 Mar, 24206-2.83%
31 Dec, 2321210.99%
30 Sep, 23191-1.04%
30 Jun, 23193-5.39%
31 Mar, 232049.68%
31 Dec, 221863.33%
30 Sep, 221807.78%
30 Jun, 22167-7.73%
31 Mar, 2218118.30%
31 Dec, 211537.75%
30 Sep, 21142-14.46%
30 Jun, 2116619.42%
31 Mar, 2113910.32%
31 Dec, 2012634.04%
30 Sep, 20949300.00%
30 Jun, 201-
31 Mar, 201-
31 Dec, 191-
30 Sep, 191-
30 Jun, 191-
31 Mar, 191-

As of 30 Jun 24, 97 institutions are holding Utz Brands's shares, representing a decrease of -52.91% compared to the previous quarter.

Shares Outstanding Trend

DateShares OutstandingChange %
30 Jun, 2415,135,140-79.57%
31 Mar, 2474,092,2134.71%
31 Dec, 2370,758,6591.00%
30 Sep, 2370,055,0073.34%
30 Jun, 2367,789,8361.77%
31 Mar, 2366,612,5554.83%
31 Dec, 2263,543,002-2.82%
30 Sep, 2265,389,1653.49%
30 Jun, 2263,184,6321.11%
31 Mar, 2262,491,3433.40%
31 Dec, 2160,434,3493.15%
30 Sep, 2158,586,5183.88%
30 Jun, 2156,397,5565.00%
31 Mar, 2153,714,06913.57%
31 Dec, 2047,297,68313.35%
30 Sep, 2041,726,7619031666.45%
30 Jun, 20462-
31 Mar, 20462-
31 Dec, 19462-
30 Sep, 19462-
30 Jun, 19462-
31 Mar, 19462-

Utz Brands (UTZ) has 15.14M shares outstanding as of 30 Jun 24, down -79.57% compared to the previous quarter.

Institutional Ownership Trend

DateOwnership %Change %
30 Jun, 2418.60%0.22%
31 Mar, 2491.31%1.20%
31 Dec, 2387.20%1.17%
30 Sep, 2386.42%1.23%
30 Jun, 2383.71%1.24%
31 Mar, 2382.26%1.31%
31 Dec, 2279.34%1.21%
30 Sep, 2280.91%1.30%
30 Jun, 2278.81%1.25%
31 Mar, 2279.53%1.31%
31 Dec, 2177.91%1.34%
30 Sep, 2176.37%1.41%
30 Jun, 2173.72%1.47%
31 Mar, 2170.74%1.82%
31 Dec, 2062.29%1.12%
30 Sep, 2074.68%11289708062.50%
30 Jun, 200.00%125000.00%
31 Mar, 200.00%125000.00%
31 Dec, 190.00%125000.00%
30 Sep, 190.00%125000.00%
30 Jun, 190.00%125000.00%
31 Mar, 190.00%-

As of 30 Jun 24, Utz Brands is held by 18.60% institutional shareholders, representing a 0.22% growth compared to 31 Mar 24.

Institutional Increased Positions Trend

DateIncreased PositionsChange %
30 Jun, 2448-54.72%
31 Mar, 24106-5.36%
31 Dec, 231123.70%
30 Sep, 23108-
30 Jun, 231083.85%
31 Mar, 231048.33%
31 Dec, 22961.05%
30 Sep, 22954.40%
30 Jun, 2291-14.95%
31 Mar, 2210724.42%
31 Dec, 218619.44%
30 Sep, 2172-23.40%
30 Jun, 219416.05%
31 Mar, 2181-2.41%
31 Dec, 2083-2.35%
30 Sep, 2085-
30 Jun, 20--
31 Mar, 20--
31 Dec, 19--
30 Sep, 19--
30 Jun, 19--100.00%
31 Mar, 191-

48 institutional shareholders have increased their position in UTZ stock as of 30 Jun 24 compared to 106 in the previous quarter (a -54.72% decrease).

Institutional Reduced Positions Trend

DateReduced PositionsChange %
30 Jun, 2433-45.90%
31 Mar, 2461-11.59%
31 Dec, 236946.81%
30 Sep, 23479.30%
30 Jun, 2343-28.33%
31 Mar, 236013.21%
31 Dec, 22538.16%
30 Sep, 224932.43%
30 Jun, 2237-19.57%
31 Mar, 22466.98%
31 Dec, 214316.22%
30 Sep, 2137-7.50%
30 Jun, 214021.21%
31 Mar, 213343.48%
31 Dec, 2023-
30 Sep, 20--
30 Jun, 20--
31 Mar, 20--
31 Dec, 19--
30 Sep, 19--
30 Jun, 19--
31 Mar, 19--

33 institutional shareholders have reduced their position in UTZ stock as of 30 Jun 24 compared to 61 in the previous quarter (a -45.90% decrease).

All Institutional Ownership Trend Data

DateHoldingsChange %Shares OutstandingChange %Ownership %Change %Increased PositionsChange %Reduced PositionsChange %
30 Jun, 2497-52.91%15,135,140-79.57%18.60%0.22%48-54.72%33-45.90%
31 Mar, 24206-2.83%74,092,2134.71%91.31%1.20%106-5.36%61-11.59%
31 Dec, 2321210.99%70,758,6591.00%87.20%1.17%1123.70%6946.81%
30 Sep, 23191-1.04%70,055,0073.34%86.42%1.23%108-479.30%
30 Jun, 23193-5.39%67,789,8361.77%83.71%1.24%1083.85%43-28.33%
31 Mar, 232049.68%66,612,5554.83%82.26%1.31%1048.33%6013.21%
31 Dec, 221863.33%63,543,002-2.82%79.34%1.21%961.05%538.16%
30 Sep, 221807.78%65,389,1653.49%80.91%1.30%954.40%4932.43%
30 Jun, 22167-7.73%63,184,6321.11%78.81%1.25%91-14.95%37-19.57%
31 Mar, 2218118.30%62,491,3433.40%79.53%1.31%10724.42%466.98%
31 Dec, 211537.75%60,434,3493.15%77.91%1.34%8619.44%4316.22%
30 Sep, 21142-14.46%58,586,5183.88%76.37%1.41%72-23.40%37-7.50%
30 Jun, 2116619.42%56,397,5565.00%73.72%1.47%9416.05%4021.21%
31 Mar, 2113910.32%53,714,06913.57%70.74%1.82%81-2.41%3343.48%
31 Dec, 2012634.04%47,297,68313.35%62.29%1.12%83-2.35%23-
30 Sep, 20949300.00%41,726,7619031666.45%74.68%11289708062.50%85---
30 Jun, 201-462-0.00%125000.00%----
31 Mar, 201-462-0.00%125000.00%----
31 Dec, 191-462-0.00%125000.00%----
30 Sep, 191-462-0.00%125000.00%----
30 Jun, 191-462-0.00%125000.00%--100.00%--
31 Mar, 191-462-0.00%-1---

Utz Brands Insider Shareholders Trades


Open Market Insider Trades

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource
Aug 08, 2024Stewart Pamela Jdirector-P-PurchaseBuy895$16.81$15.04K27,971
Aug 07, 2024Lindeman Bruce Johndirector-P-PurchaseBuy4,000$16.11$64.44K42,480
May 24, 2024Choi Christinadirector-S-SaleSell3,160$17.98$56.82K29,740
May 07, 2024Devore Caryofficer EVP, Chief Op & Transform OfcS-SaleSell40,000$18.99$759.71K480,173
May 07, 2024Series U of UM Partners, LLC10 percent owner-S-SaleSell397,885$18.76$7.46M-
May 07, 2024Series R of UM Partners, LLC10 percent owner-S-SaleSell70,215$18.76$1.32M-
May 07, 2024Lissette Dylandirector-S-SaleSell10,003$19.11$191.21K118,222
May 06, 2024Schreiber Markofficer EVP & Chief Customer OfficerS-SaleSell20,103$19.47$391.39K108,126

Open Market Insider Buys

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource
Aug 08, 2024Stewart Pamela Jdirector-P-PurchaseBuy895$16.81$15.04K27,971
Aug 07, 2024Lindeman Bruce Johndirector-P-PurchaseBuy4,000$16.11$64.44K42,480

Insider Sells

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource
Jul 10, 2024Series R of UM Partners, LLC10 percent owner-J-OtherSell150,000--8,752,350
Jul 10, 2024Series R of UM Partners, LLC10 percent owner-C-ConversionSell150,000--8,752,350
Jul 10, 2024Series U of UM Partners, LLC10 percent owner-J-OtherSell850,000--49,596,650
Jul 10, 2024Series U of UM Partners, LLC10 percent owner-C-ConversionSell850,000--49,596,650
May 24, 2024Choi Christinadirector-S-SaleSell3,160$17.98$56.82K29,740
May 07, 2024Devore Caryofficer EVP, Chief Op & Transform OfcS-SaleSell40,000$18.99$759.71K480,173
May 07, 2024Series U of UM Partners, LLC10 percent owner-S-SaleSell397,885$18.76$7.46M-
May 07, 2024Series R of UM Partners, LLC10 percent owner-S-SaleSell70,215$18.76$1.32M-
May 07, 2024Lissette Dylandirector-S-SaleSell10,003$19.11$191.21K118,222
May 06, 2024Schreiber Markofficer EVP & Chief Customer OfficerS-SaleSell20,103$19.47$391.39K108,126

All Insider Owners Trades

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource
Aug 08, 2024Stewart Pamela Jdirector-P-PurchaseBuy895$16.81$15.04K27,971
Aug 07, 2024Lindeman Bruce Johndirector-P-PurchaseBuy4,000$16.11$64.44K42,480
Aug 05, 2024Sponaugle Jamesofficer EVP & Chief People OfficerA-AwardBuy413$15.14$6.25K42,169
Aug 05, 2024Shea Theresa Robbinsofficer EVP and General CounselA-AwardBuy319$15.14$4.83K39,296
Aug 05, 2024Schreiber Markofficer EVP & Chief Customer OfficerA-AwardBuy318$15.14$4.81K108,444
Aug 05, 2024Kataria Ajayofficer EVP & CFOA-AwardBuy1,527$15.14$23.12K134,126
Aug 05, 2024Devore Caryofficer EVP, Chief Op & Transform OfcA-AwardBuy944$15.14$14.29K481,117
Aug 05, 2024Arends Mitchell Andrewofficer EVP Chief Integr Supply ChainA-AwardBuy1,527$15.14$23.12K48,376
Jul 10, 2024Series R of UM Partners, LLC10 percent owner-J-OtherSell150,000--8,752,350
Jul 10, 2024Series R of UM Partners, LLC10 percent owner-C-ConversionSell150,000--8,752,350
Jul 10, 2024Series R of UM Partners, LLC10 percent owner-C-ConversionBuy150,000--150,000
Jul 10, 2024Series U of UM Partners, LLC10 percent owner-J-OtherSell850,000--49,596,650
Jul 10, 2024Series U of UM Partners, LLC10 percent owner-C-ConversionSell850,000--49,596,650
Jul 10, 2024Series U of UM Partners, LLC10 percent owner-C-ConversionBuy850,000--850,000
May 24, 2024Choi Christinadirector-S-SaleSell3,160$17.98$56.82K29,740
May 07, 2024Devore Caryofficer EVP, Chief Op & Transform OfcS-SaleSell40,000$18.99$759.71K480,173
May 07, 2024Series U of UM Partners, LLC10 percent owner-S-SaleSell397,885$18.76$7.46M-
May 07, 2024Series R of UM Partners, LLC10 percent owner-S-SaleSell70,215$18.76$1.32M-
May 07, 2024Lissette Dylandirector-S-SaleSell10,003$19.11$191.21K118,222
May 06, 2024Schreiber Markofficer EVP & Chief Customer OfficerS-SaleSell20,103$19.47$391.39K108,126

The last insider sell of Utz Brands's stock was made by Series R of UM Partners, LLC on Jul 10 2024, selling 150,000 shares at - per share (valued at -). The last insider buy of UTZ was made by Stewart Pamela J on Aug 08 2024, buying 895 shares at $16.81 per share (worth $15.04K).

Utz Brands Insider Ownership Trends


All Insider Trades Trend

DateBuySellBuy/Sell Ratio
Q3 202444100.00%
Q2 2024278337.50%
Q1 2024182378.26%
Q4 2023102147.62%
Q3 20231--
Q2 2023172850.00%
Q1 2023179188.89%
Q4 20221412116.67%
Q3 2022-1-
Q2 2022203666.67%
Q1 20222714192.86%
Q4 202194619.57%
Q3 202174175.00%
Q2 202111--
Q1 202133100.00%
Q4 2020142070.00%
Q3 20203912325.00%
Q4 20181616.67%
Q3 200911100.00%

4 total buy trades, and 4 total sell trades (buy/sell ratio of 1.00%) were made by Utz Brands's insiders, as of Q3 2024.

Open Market Insider Trades Trend

DateBuySellBuy/Sell Ratio
Q3 20242--
Q2 2024-8-
Q1 2024-15-
Q4 20233--
Q3 2023---
Q2 20231250.00%
Q1 2023-2-
Q4 20221520.00%
Q3 2022-1-
Q2 20223--
Q1 20228--
Q4 20212454.44%
Q3 20214--
Q2 2021---
Q1 2021---
Q4 2020---
Q3 20202--
Q4 2018---
Q3 200911100.00%

As of Q3 2024, Insider owners conducted 2 open market buy trades and 0 open market sell trades of Utz Brands's stocks.

Utz Brands Peer Ownership


TickerCompany
THSTreeHouse Foods, Inc.
LANCLancaster Colony Corporation
INGRIngredion Incorporated
PPCPilgrim's Pride Corporation
JJSFJ&J Snack Foods Corp.
CENTCentral Garden & Pet Company
NOMDNomad Foods Limited
POSTPost Holdings, Inc.
JBSSJohn B. Sanfilippo & Son, Inc.
SMPLThe Simply Good Foods Company
BRBRBellRing Brands, Inc.
HAINThe Hain Celestial Group, Inc.

UTZ Ownership FAQ


Utz Brands is owned by institutional shareholders (18.60%), insiders (17.19%), and public (64.21%). The largest institutional shareholder of Utz Brands is VANGUARD GROUP INC (8.47% of total shares) and the top mutual fund owner is Papp Investment Trust (1.86% of total shares).

Utz Brands's major institutional shareholders are VANGUARD GROUP INC, T. ROWE PRICE INVESTMENT MANAGEMENT, INC., BLACKROCK INC., CHAMPLAIN INVESTMENT PARTNERS, LLC, and NEUBERGER BERMAN GROUP LLC. The top five shareholders own together 33.07% of the company's share outstanding.

As of Jun 2024, there are 97 institutional shareholders of Utz Brands.

VANGUARD GROUP INC owns 6.9M shares of Utz Brands, representing 8.47% of the company's total shares outstanding, valued at $114.77M (as of Jun 2024).

As of Jun 2024, T. ROWE PRICE INVESTMENT MANAGEMENT, INC holds 5.68M shares of Utz Brands (UTZ), compromising 6.97% of the company, valued at $94.46M.

BLACKROCK INC is the third largest holder of Utz Brands. The company owns 5.13M of the company's shares outstanding (worth $85.39M).