Utz Brands, Inc. - Class A Common Stock (UTZ) Institutional Ownership

13F Institutional Holders and Ownership History from Q1 2019 to Q4 2025

Type / Class
Equity / Class A Common Stock
Symbol
UTZ on NYSE
Shares outstanding
87,429,033
Price per share
$10.51
All holders as of 31 Dec 2025
Q4 2025
Total 13F shares
74,865,232
Total reported value
$778,324,842
% of total 13F portfolios
0%
Share change
-4,159,691
Value change
-$51,267,185
Number of holders
226
Price from insider filings
$10.51
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Significant Owners of Utz Brands, Inc. - Class A Common Stock (UTZ) based on Schedule 13D/G filings

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
AMERIPRISE FINANCIAL INC 6.1% -16% $55,358,315 -$8,962,134 5,333,171 -14% Ameriprise Financial, Inc. 31 Dec 2025
JPMORGAN CHASE & CO 6% -30% $54,753,186 -$20,979,728 5,274,721 -28% JPMORGAN CHASE & CO. 31 Dec 2025
BlackRock, Inc. 5.8% $66,883,007 4,998,730 BlackRock, Inc. 31 Mar 2025
DEROMEDI ROGER K 5.5% $57,990,553 4,772,885 Roger K. Deromedi 30 Sep 2025
Champlain Investment Partners, LLC 4.7% -15% $53,779,345 -$7,610,852 4,019,383 -12% Champlain Investment Partners, LLC 31 Mar 2025
Giordano Jason K 4.4% -29% $46,336,370 -$18,987,656 3,813,693 -29% Jason K. Giordano 30 Sep 2025
INTEGRATED CORE STRATEGIES (US) LLC 2.9% -48% $26,388,721 -$20,572,134 2,542,217 -44% Millennium Management LLC 31 Dec 2025
T. Rowe Price Investment Management, Inc. 1.7% $19,901,064 1,487,374 T. Rowe Price Investment Management, Inc. 31 Mar 2025
MILLENNIUM MANAGEMENT LLC 1.2% -76% $13,495,911 -$41,981,984 1,008,663 -76% Millennium Management LLC 31 Mar 2025
Neuberger Berman Group LLC 0.2% -98% $2,113,813 -$53,807,777 157,983 -96% Neuberger Berman Group LLC 31 Jan 2025

As of 31 Dec 2025, 226 institutional investors reported holding 74,865,232 shares of Utz Brands, Inc. - Class A Common Stock (UTZ). This represents 86% of the company’s total 87,429,033 outstanding shares.

Top 25 Institutional Shareholders

The largest institutional shareholders of Utz Brands, Inc. - Class A Common Stock (UTZ) together control 65% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.

Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
VANGUARD GROUP INC 8.8% 7,679,985 +3.4% 0% $79,718,244
BlackRock, Inc. 6.4% 5,611,528 +1.9% 0% $58,247,660
JPMORGAN CHASE & CO 6.3% 5,492,432 -25% 0% $57,011,444
AMERIPRISE FINANCIAL INC 5.5% 4,814,489 -2% 0.01% $49,981,736
Copeland Capital Management, LLC 3.9% 3,449,862 +10% 0.8% $35,809,579
MILLENNIUM MANAGEMENT LLC 2.9% 2,542,217 -42% 0.02% $26,388,212
Alyeska Investment Group, L.P. 2.8% 2,414,791 +105% 0.07% $25,065,531
Balyasny Asset Management L.P. 2.5% 2,160,759 -25% 0.04% $22,428,678
JENNISON ASSOCIATES LLC 2.1% 1,830,224 -5.8% 0.01% $18,997,727
GEODE CAPITAL MANAGEMENT, LLC 2.1% 1,808,267 +2% 0% $18,773,813
GOLDMAN SACHS GROUP INC 2% 1,750,418 +37% 0% $18,169,342
STATE STREET CORP 1.9% 1,685,391 -4.4% 0% $17,598,023
MARSHALL WACE, LLP 1.9% 1,658,502 +250% 0.02% $17,215,252
DIMENSIONAL FUND ADVISORS LP 1.9% 1,642,629 -19% 0% $17,050,851
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 1.6% 1,441,382 -3.5% 0% $14,961,545
GW&K Investment Management, LLC 1.6% 1,403,666 -8.9% 0.13% $14,570,000
DF DENT & CO INC 1.5% 1,299,250 -12% 0.19% $13,486,215
FMR LLC 1.2% 1,054,096 +75% 0% $10,941,514
NORTHERN TRUST CORP 1.2% 1,007,135 +1.1% 0% $10,454,062
MORGAN STANLEY 1.1% 996,008 +36% 0% $10,338,565
Squarepoint Ops LLC 1.1% 994,418 +262% 0.02% $10,322,059
BAHL & GAYNOR INC 1.1% 974,470 -6.8% 0.05% $10,114,999
UBS Group AG 1.1% 933,199 -45% 0% $9,686,605
Clearbridge Investments, LLC 1.1% 932,242 +9.4% 0.01% $9,676,669
Tributary Capital Management, LLC 1.1% 931,650 +10% 0.95% $9,670,523

Institutional Holders of Utz Brands, Inc. - Class A Common Stock (UTZ) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2025 Q4 74,865,232 $778,324,842 -$51,267,185 $10.38 226
2025 Q3 79,132,628 $961,536,028 -$20,714,361 $12.15 234
2025 Q2 80,739,732 $1,013,392,361 +$66,566,867 $12.55 235
2025 Q1 74,926,756 $1,054,810,549 -$53,989,883 $14.08 234
2024 Q4 78,330,186 $1,226,281,105 +$45,889,041 $15.66 222
2024 Q3 75,313,850 $1,333,049,533 +$22,577,261 $17.70 211
2024 Q2 74,710,809 $1,243,311,635 +$6,003,795 $16.64 215
2024 Q1 74,179,144 $1,367,724,219 +$62,680,411 $18.44 198
2023 Q4 70,882,851 $1,151,418,233 +$15,610,401 $16.24 201
2023 Q3 70,161,168 $942,315,986 +$30,304,495 $13.43 187
2023 Q2 67,733,430 $1,108,226,317 +$15,990,689 $16.36 185
2023 Q1 66,741,485 $1,099,349,704 +$55,121,340 $16.47 196
2022 Q4 63,190,290 $1,002,319,351 -$30,356,867 $15.86 177
2022 Q3 65,424,007 $989,811,290 -$66,843,328 $15.10 169
2022 Q2 63,173,555 $873,282,003 +$8,667,991 $13.82 155
2022 Q1 62,382,657 $922,022,313 +$29,454,154 $14.78 164
2021 Q4 60,366,605 $962,902,271 -$6,421,854 $15.95 139
2021 Q3 58,403,786 $1,000,788,502 +$23,462,255 $17.13 129
2021 Q2 56,411,124 $1,229,248,583 +$56,231,366 $21.79 152
2021 Q1 53,728,128 $1,331,734,585 +$161,770,276 $24.79 128
2020 Q4 47,309,756 $1,043,623,574 +$141,385,511 $22.06 113
2020 Q3 41,726,253 $746,847,824 +$746,808,824 $17.90 81
2020 Q2 462 $10,000 $21.64 1
2020 Q1 462 $10,000 $21.64 1
2019 Q4 462 $10,000 $21.64 1
2019 Q3 462 $10,000 $21.64 1
2019 Q2 462 $10,000 $21.64 1
2019 Q1 462 $10,000 $21.64 1