UTZ BRANDS INC (UTZ)
Institutional ownership reported to the SEC as of Q2 2026, across 30 quarters.
223
Reporting holders
$568.7M
Reported value
0.8%
Held as options
+10
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| BlackRock, Inc. | $47.1M | 6,122,796 | 0.00% | 8q | +8.5%+$3.7M |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $31.3M | 4,066,303 | 0.00% | 2q | +0.9%+$273.1K |
| Copeland Capital Management, LLC | $30.5M | 3,958,637 | 0.63% | 18q | -2.6%-$807.9K |
| JPMORGAN CHASE & CO | $27.1M | 3,471,373 | 0.00% | 24q | -15.3%-$4.9M |
| VANGUARD CAPITAL MANAGEMENT LLC | $25.2M | 3,273,514 | 0.00% | 2q | +3.6%+$866.9K |
| TWO SIGMA INVESTMENTS, LP | $18.6M | 2,415,524 | 0.01% | 7q | +40.0%+$5.3M |
| Focus Partners Wealth | $18.4M | 2,389,800 | 0.02% | 8q | +20.0%+$3.1M |
| GOLDMAN SACHS GROUP INC | $16.1M | 2,094,349 | 0.00% | 24q | +137.2%+$9.3M |
| GEODE CAPITAL MANAGEMENT, LLC | $15.3M | 1,983,856 | 0.00% | 23q | +9.5%+$1.3M |
| DIMENSIONAL FUND ADVISORS LP | $14.6M | 1,896,995 | 0.00% | 15q | -5.1%-$778.5K |
| Diamond Hill Capital Management, LLC (Investment Advisor) | $14.5M | 1,878,175 | 0.12% | 5q | +138.1%+$8.4M |
| STATE STREET CORP | $14.3M | 1,844,087 | 0.00% | 23q | +4.9%+$667.1K |
| SYSTEMATIC FINANCIAL MANAGEMENT LP | $12.6M | 1,639,136 | 0.25% | 3q | +93.0%+$6.1M |
| D. E. Shaw & Co., Inc. | $12.3M | 1,480,902 | 0.01% | 3q | +14.0%+$1.5M |
| AMERIPRISE FINANCIAL INC | $12.2M | 1,579,394 | 0.00% | 21q | -45.4%-$10.1M |
| JENNISON ASSOCIATES LLC | $11.7M | 1,521,159 | 0.01% | 24q | +9.2%+$985.8K |
| CITADEL ADVISORS LLC | $10.9M | 1,324,243 | 0.00% | 24q | +620.3%+$9.4M |
| UBS Group AG | $10.2M | 1,320,668 | 0.00% | 24q | +0.5%+$51.5K |
| First Eagle Investment Management, LLC | $10.2M | 1,318,750 | 0.02% | 19q | +16.7%+$1.5M |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | $10.0M | 1,300,542 | 0.00% | 5q | -5.0%-$524.5K |
| Ceredex Value Advisors LLC | $9.3M | 1,208,300 | 0.26% | 2q | -4.4%-$432.7K |
| ROYAL BANK OF CANADA | $9.0M | 1,164,952 | 0.00% | 24q | +24.3%+$1.8M |
| FMR LLC | $8.8M | 1,137,908 | 0.00% | 18q | -6.2%-$579.4K |
| CastleKnight Management LP | $8.4M | 1,093,600 | 0.11% | 5q | +9.7%+$741.5K |
| MILLENNIUM MANAGEMENT LLC | $8.1M | 1,056,928 | 0.00% | 12q | -14.7%-$1.4M |
| NORTHERN TRUST CORP | $8.0M | 1,044,095 | 0.00% | 23q | +5.8%+$438.8K |
| Point72 Asset Management, L.P. | $8.0M | 1,043,982 | 0.01% | 3q | +243.1%+$5.7M |
| Balyasny Asset Management L.P. | $7.8M | 1,018,160 | 0.01% | 9q | -61.2%-$12.4M |
| Clearbridge Investments, LLC | $7.1M | 916,442 | 0.01% | 24q | +1.4%+$99.7K |
| AQR CAPITAL MANAGEMENT LLC | $6.7M | 868,387 | 0.00% | 7q | +340.8%+$5.2M |
| MORGAN STANLEY | $6.4M | 826,152 | 0.00% | 24q | +38.9%+$1.8M |
| Corient Private Wealth LP | $5.5M | 709,460 | 0.00% | 2q | +219.9%+$3.8M |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $5.4M | 696,366 | 0.00% | 23q | +20.8%+$923.8K |
| Sixth Street Partners Management Company, L.P. | $5.4M | 696,366 | 0.00% | new | NEW |
| ENVESTNET ASSET MANAGEMENT INC | $5.2M | 680,603 | 0.00% | 24q | -7.7%-$434.7K |
| BANK OF AMERICA CORP /DE/ | $4.4M | 568,490 | 0.00% | 24q | -28.6%-$1.8M |
| VANGUARD FIDUCIARY TRUST CO | $4.0M | 520,356 | 0.00% | 2q | +2.7%+$104.5K |
| Quantinno Capital Management LP | $3.8M | 490,584 | 0.00% | 4q | +68.6%+$1.5M |
| MARTIN & CO INC /TN/ | $3.8M | 487,863 | 0.59% | new | NEW |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | $3.6M | 461,657 | 0.23% | 5q | +69.2%+$1.5M |
| Trexquant Investment LP | $2.8M | 368,297 | 0.02% | 4q | -58.0%-$3.9M |
| KING LUTHER CAPITAL MANAGEMENT CORP | $2.8M | 363,677 | 0.01% | 20q | HELD |
| SEI INVESTMENTS CO | $2.4M | 311,387 | 0.00% | 18q | -11.6%-$314.5K |
| Russell Investments Group, Ltd. | $2.4M | 309,716 | 0.00% | 18q | +317.3%+$1.8M |
| STIFEL FINANCIAL CORP | $2.0M | 262,367 | 0.00% | 18q | -2.5%-$52.1K |
| Advisors Capital Management, LLC | $2.0M | 260,486 | 0.02% | 24q | +5.1%+$98.1K |
| Kimelman & Baird, LLC | $2.0M | 257,168 | 0.07% | 9q | +359.4%+$1.5M |
| MARSHALL WACE, LLP | $2.0M | 256,415 | 0.00% | 19q | -82.4%-$9.2M |
| DEUTSCHE BANK AG\ | $2.0M | 254,890 | 0.00% | 21q | +52.2%+$673.5K |
| MAVERICK CAPITAL LTD | $2.0M | 253,475 | 0.02% | new | NEW |
| Squarepoint Ops LLC | $1.9M | 251,344 | 0.00% | 6q | -44.8%-$1.6M |
| Cetera Investment Advisers | $1.8M | 238,574 | 0.00% | 15q | -0.9%-$16.5K |
| Creative Planning | $1.8M | 237,086 | 0.00% | 11q | +148.3%+$1.1M |
| DARK FOREST CAPITAL MANAGEMENT LP | $1.7M | 222,520 | 0.11% | 2q | +624.8%+$1.5M |
| Bank of New York Mellon Corp | $1.7M | 220,957 | 0.00% | 24q | +5.6%+$90.3K |
| VARCOV Co. | $1.5M | 197,854 | 0.58% | new | NEW |
| HSBC HOLDINGS PLC | $1.4M | 187,263 | 0.00% | 6q | +523.8%+$1.2M |
| Vanguard Global Advisers, LLC | $1.4M | 176,531 | 0.00% | 2q | +156.7%+$829.7K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.3M | 126,595 | 0.00% | 24q | -26.7%-$474.5K |
| Nuveen, LLC | $1.3M | 164,675 | 0.00% | 6q | +16.6%+$180.2K |
| RENAISSANCE TECHNOLOGIES LLC | $1.2M | 161,600 | 0.00% | new | NEW |
| Invesco Ltd. | $1.2M | 150,819 | 0.00% | 22q | -0.7%-$8.1K |
| Swiss National Bank | $1.1M | 144,600 | 0.00% | 23q | HELD |
| Bridgefront Capital, LLC | $1.1M | 139,413 | 0.28% | 2q | +310.9%+$812.2K |
| Ancora Advisors LLC | $1.1M | 138,670 | 0.02% | new | NEW |
| Engineers Gate Manager LP | $901.7K | 117,107 | 0.01% | 2q | +127.9%+$506.0K |
| Jefferies Financial Group Inc. | $872.4K | 113,300 | 0.01% | 3q | +353.2%+$679.9K |
| Orion Porfolio Solutions, LLC | $776.5K | 100,838 | 0.01% | 21q | +6.1%+$44.9K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $746.5K | 96,954 | 0.00% | 22q | -11.4%-$96.0K |
| AMERICAN CENTURY COMPANIES INC | $731.6K | 95,012 | 0.00% | 11q | -1.9%-$14.3K |
| RHUMBLINE ADVISERS | $728.0K | 94,548 | 0.00% | 21q | +1.3%+$9.1K |
| JANE STREET GROUP, LLC | $721.5K | options only | 0.00% | 4q | OPTIONS |
| Sageworth Trust Co | $706.6K | 91,760 | 0.03% | 5q | HELD |
| Walleye Capital LLC | $687.9K | 40 | 0.00% | new | NEW |
| Inspire Investing, LLC | $679.5K | 88,252 | 0.03% | new | NEW |
| Pathstone Holdings, LLC | $678.3K | 88,090 | 0.00% | 11q | -34.2%-$352.1K |
| Caption Management, LLC | $673.5K | 2,274 | 0.00% | new | NEW |
| WELLS FARGO & COMPANY/MN | $645.1K | 83,776 | 0.00% | 24q | -4.3%-$29.0K |
| NEUBERGER BERMAN GROUP LLC | $632.3K | 82,111 | 0.00% | 24q | -13.9%-$102.4K |
| CM WEALTH ADVISORS LLC | $628.0K | 81,560 | 0.11% | new | NEW |
| ALGERT GLOBAL LLC | $624.3K | 81,080 | 0.01% | 3q | -77.5%-$2.2M |
| LEVIN CAPITAL STRATEGIES, L.P. | $601.3K | 78,086 | 0.04% | 2q | +55.6%+$214.8K |
| Connor, Clark & Lunn Investment Management Ltd. | $579.3K | 75,237 | 0.00% | new | NEW |
| MERCER GLOBAL ADVISORS INC /ADV | $563.8K | 73,214 | 0.00% | 3q | +509.5%+$471.3K |
| IMC-Chicago, LLC | $562.5K | 21,252 | 0.00% | 2q | +16.4%+$79.2K |
| FIFTH THIRD BANCORP | $554.8K | 72,058 | 0.00% | 2q | +34.5%+$142.3K |
| BNP PARIBAS FINANCIAL MARKETS | $554.4K | 72,003 | 0.00% | 7q | +322.4%+$423.2K |
| Graham Capital Management, L.P. | $549.0K | 71,305 | 0.01% | 2q | +8.2%+$41.6K |
| ALLIANCEBERNSTEIN L.P. | $535.5K | 67,620 | 0.00% | 21q | +18.2%+$82.4K |
| Vident Advisory, LLC | $535.5K | 69,542 | 0.00% | 2q | +128.7%+$301.3K |
| LPL Financial LLC | $513.5K | 66,692 | 0.00% | 24q | +14.0%+$63.1K |
| CITIGROUP INC | $509.9K | 66,225 | 0.00% | 23q | +1006.9%+$463.9K |
| Legal & General Group Plc | $492.3K | 63,930 | 0.00% | 23q | -4.2%-$21.6K |
| XTX Topco Ltd | $487.1K | 63,254 | 0.01% | 4q | -49.7%-$480.9K |
| OUTFITTERS FINANCIAL LLC | $460.2K | 59,770 | 0.32% | 23q | -1.0%-$4.6K |
| Numerai GP LLC | $442.7K | 57,496 | 0.04% | 2q | +30.8%+$104.2K |
| ALLSTATE CORP | $436.4K | 56,672 | 0.00% | new | NEW |
| BARCLAYS PLC | $419.6K | 54,488 | 0.00% | 18q | HELD |
| CANADA PENSION PLAN INVESTMENT BOARD | $401.2K | 52,100 | 0.00% | 2q | HELD |
| IEQ CAPITAL, LLC | $366.3K | 47,573 | 0.00% | new | NEW |
Five percent filings
Anyone crossing 5% of a company must say so within days - far sooner than the next quarterly holdings report. A 13D declares an intent to influence the company; a 13G is the passive version. See all activist filings →
| Filed | Form | Filer | % of class |
|---|---|---|---|
| 2026-07-22 | 13D/A | Series U of UM Partners, LLCwith 4 co-filers | 37.3% |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 223 | $568.7M | 73,122,174 | 40 | 92 | 53 | 0.8% |
| Q1 2026 | 213 | $574.1M | 72,356,494 | 46 | 66 | 70 | 0.5% |
| Q4 2025 | 210 | $752.4M | 72,103,192 | 31 | 67 | 72 | 0.2% |
| Q3 2025 | 219 | $1.0B | 83,510,277 | 26 | 91 | 66 | 0.2% |
| Q2 2025 | 220 | $977.0M | 77,518,702 | 35 | 94 | 59 | 0.4% |
| Q1 2025 | 219 | $1.0B | 71,293,023 | 37 | 97 | 46 | 0.8% |
| Q4 2024 | 203 | $1.1B | 70,674,898 | 19 | 66 | 63 | 1.5% |
| Q3 2024 | 192 | $1.3B | 73,437,853 | 29 | 51 | 68 | 1.4% |
| Q2 2024 | 195 | $1.2B | 69,943,421 | 31 | 63 | 67 | 0.6% |
| Q1 2024 | 182 | $1.3B | 71,291,756 | 25 | 65 | 55 | 0.7% |
| Q4 2023 | 178 | $1.1B | 69,401,268 | 24 | 66 | 56 | 1.2% |
| Q3 2023 | 168 | $844.7M | 62,710,664 | 19 | 70 | 41 | 0.3% |
| Q2 2023 | 170 | $990.5M | 60,296,221 | 16 | 73 | 41 | 0.4% |
| Q1 2023 | 167 | $926.0M | 56,059,636 | 29 | 59 | 45 | 0.3% |
| Q4 2022 | 135 | $733.3M | 45,990,595 | 17 | 53 | 33 | 0.5% |
| Q3 2022 | 176 | $1.0B | 65,708,836 | 29 | 62 | 46 | 0.8% |
| Q2 2022 | 161 | $876.1M | 63,174,706 | 17 | 70 | 36 | 0.3% |
| Q1 2022 | 176 | $928.6M | 62,491,111 | 35 | 63 | 44 | 0.4% |
| Q4 2021 | 148 | $970.8M | 60,464,728 | 32 | 49 | 41 | 0.7% |
| Q3 2021 | 133 | $1.0B | 58,576,342 | 16 | 54 | 35 | 1.5% |
| Q2 2021 | 154 | $1.2B | 56,428,879 | 45 | 47 | 38 | 0.9% |
| Q1 2021 | 132 | $1.3B | 53,740,388 | 32 | 47 | 29 | 1.0% |
| Q4 2020 | 122 | $1.1B | 47,835,431 | 46 | 31 | 22 | 2.0% |
| Q3 2020 | 88 | $775.6M | 41,730,094 | 90 | 0 | 0 | 3.7% |
| Q2 2020 | 1 | $10.0K | 462 | 0 | 0 | 0 | 0.0% |
| Q1 2020 | 1 | $10.0K | 462 | 0 | 0 | 0 | 0.0% |
| Q4 2019 | 1 | $10.0K | 462 | 0 | 0 | 0 | 0.0% |
| Q3 2019 | 1 | $10.0K | 462 | 0 | 0 | 0 | 0.0% |
| Q2 2019 | 1 | $10.0K | 462 | 0 | 0 | 0 | 0.0% |
| Q1 2019 | 1 | $10.0K | 462 | 1 | 0 | 0 | 0.0% |