Utz Brands Inc (UTZ) Ownership

13.38 ↓0.33 (-2.41%)
As of December 31, 1969, 7:00pm EST.

Institutional Ownership

JPMorgan Chase & Co is the biggest individual institutional holder of Utz Brands Inc (UTZ), owning a total of 7.9 million shares. Combined, the top 34 institutional holders of UTZ own 98.07% of the company with a total of 82.7 million shares.

In the latest ownership report on December 31st 2024, the top 34 institutional holders decreased their combined ownership of UTZ by 2.9 million shares. 13 institutions bought 3,009,972 total additional shares and increased their ownership by an average of 15.47%. However 6 institutions sold 5,894,973 total shares and decreased their ownership by an average of 9.24%.

Overall this is a negative sign as the number of shares owned by the top 20 institutional holders of Utz Brands decreased by a net total of -2,885,001 in the latest quarter.

Institution Ownership Chart

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Latest Institutional Ownership Changes

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
JPMorgan Chase & Co9.207%-41.288%7,923,292-5,571,7802024-12-31
Vanguard Group Inc8.062%-0.776%6,938,495-54,2872024-12-31
T. Rowe Price Investment Management,Inc.7.072%-1.847%6,085,913-114,5072024-12-31
Champlain Investment Partners, LLC6.052%13.517%5,208,402620,1962024-12-31
BlackRock Inc6.028%1.246%5,188,17363,8592024-12-31
Neuberger Berman Group LLC4.856%2.759%4,179,491112,2072024-12-31
Ameriprise Financial Inc4.777%20.473%4,110,873698,5892024-12-31
BAMCO Inc3.776%0.000%3,250,00002024-12-31
Copeland Capital Management, LLC3.622%1.943%3,117,47859,4292024-12-31
Millennium Management LLC3.186%9.363%2,742,134234,7672024-12-31
State Street Corp2.128%4.107%1,831,20972,2482024-12-31
Geode Capital Management, LLC1.815%0.888%1,561,98613,7552024-12-31
Victory Capital Management Inc.1.755%2.471%1,510,47236,4252024-12-31
Jennison Associates LLC1.741%-3.033%1,498,395-46,8622024-12-31
Goldman Sachs Group Inc1.669%39.109%1,436,757403,9282024-12-31
Dimensional Fund Advisors, Inc.1.627%9.066%1,400,014116,3762024-12-31
GW&K Investment Management, LLC1.487%-3.705%1,279,821-49,2392024-12-31
DF Dent & Co Inc1.347%-4.789%1,159,031-58,2982024-12-31
UBS Group AG1.281%90.156%1,102,429522,6802024-12-31
Northern Trust Corp1.143%5.981%983,62355,5132024-12-31

Top Institutions

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
JPMorgan Chase & Co9.207%-41.288%7,923,292-5,571,7802024-12-31
Vanguard Group Inc8.062%-0.776%6,938,495-54,2872024-12-31
T. Rowe Price Associates, Inc.8.456%-8.135%6,833,416-605,1462022-06-30
T. Rowe Price Investment Management,Inc.7.072%-1.847%6,085,913-114,5072024-12-31
Champlain Investment Partners, LLC6.052%13.517%5,208,402620,1962024-12-31
BlackRock Inc6.028%1.246%5,188,17363,8592024-12-31
Neuberger Berman Group LLC4.856%2.759%4,179,491112,2072024-12-31
Ameriprise Financial Inc4.777%20.473%4,110,873698,5892024-12-31
BAMCO Inc3.776%0.000%3,250,00002024-12-31
Copeland Capital Management, LLC3.622%1.943%3,117,47859,4292024-12-31
Millennium Management LLC3.186%9.363%2,742,134234,7672024-12-31
State Street Corp2.128%4.107%1,831,20972,2482024-12-31
State Street Corporation1.932%0.516%1,594,2708,1892024-03-31
Geode Capital Management, LLC1.815%0.888%1,561,98613,7552024-12-31
Victory Capital Management Inc.1.755%2.471%1,510,47236,4252024-12-31
Jennison Associates LLC1.741%-3.033%1,498,395-46,8622024-12-31
Goldman Sachs Group Inc1.669%39.109%1,436,757403,9282024-12-31
Dimensional Fund Advisors, Inc.1.627%9.066%1,400,014116,3762024-12-31
Morgan Stanley - Brokerage Accounts1.688%74.717%1,392,962595,6962024-06-30
Allspring Global Investments Holdings, LLC1.630%-29.944%1,317,510-563,1422022-06-30
GW&K Investment Management, LLC1.487%-3.705%1,279,821-49,2392024-12-31
Readystate Asset Management LP1.472%170.180%1,214,731765,1312024-03-31
Scopus Asset Management, LLC2.103%17.489%1,175,000174,9102022-12-31
DF Dent & Co Inc1.347%-4.789%1,159,031-58,2982024-12-31
UBS Group AG1.281%90.156%1,102,429522,6802024-12-31
Rockefeller Capital Management L.P.1.256%-2.662%1,019,437-27,8762023-06-30
Marshall Wace Asset Management Ltd1.200%21.859%990,280177,6342024-09-30
Northern Trust Corp1.143%5.981%983,62355,5132024-12-31
ClearBridge Advisors, LLC1.051%0.737%855,3386,2582023-12-31
Citadel Advisors Llc1.017%252.012%825,048590,6672023-03-31
Driehaus Capital Management LLC0.960%2.659%777,37920,1342022-12-31
Emerald Advisers, LLC0.952%-16.673%774,857-155,0392023-12-31
Engle Capital Management, L.P.0.863%-39.966%700,000-466,0002023-06-30
Advisors Capital Management, LLC0.856%-17.099%694,317-143,2042023-12-31

Mutual Fund Ownership

Baron Small Cap Retail is the biggest individual fund holder of Utz Brands Inc (UTZ), owning a total of 3.3 million shares. Combined, the top 32 mutual fund holders of UTZ own 63.85% of the company with a total of 54.5 million shares.

In the latest ownership report on March 31st 2025, the top 32 fund holders increased their combined ownership of UTZ by 608 thousand shares. 6 funds bought 701,995 total additional shares and increased their ownership by an average of 4.86%. However 4 funds sold 93,975 total shares and decreased their ownership by an average of 1.51%.

Overall this is a positive sign as the number of shares owned by the top 20 mutual funds holding Utz Brands increased by a net total of 608,020 in the latest report.

Mutual Funds Chart

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Latest Mutual Fund Ownership Changes

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
Baron Small Cap Retail3.776%0.000%3,250,00002025-03-31
Baron Opp. Small Cap Growth Strategy3.776%0.000%3,250,00002025-03-31
JPM US Small Cap Core-Composite3.632%11.235%3,125,815315,7262025-03-31
JPM Small Cap Equity-MA3.632%11.235%3,125,815315,7262025-03-31
Champlain Small Company Fund, LLC3.222%-1.275%2,773,155-35,8002025-03-31
Vanguard Total Stock Mkt Idx Inv2.408%0.000%2,071,95802025-03-31
Vanguard Small Cap Index1.995%1.823%1,716,46630,7232025-03-31
iShares Russell 2000 ETF1.975%-0.860%1,699,876-14,7402025-03-31
Vanguard Institutional Extnd Mkt Idx Tr1.244%-3.881%1,070,762-43,2362025-03-31
T. Rowe Price Small-Cap Value1.076%-0.022%925,929-1992025-03-31
DF Dent Small Cap Growth0.998%2.696%859,25822,5602025-03-31
JPM US Smaller Companies A (dist) USD0.944%0.836%812,2236,7372025-03-31
Vanguard Consumer Staples ETF0.915%1.354%787,52310,5232025-03-31

Top Mutual Funds

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
Baron Small Cap Retail3.776%0.000%3,250,00002025-03-31
Baron Opp. Small Cap Growth Strategy3.776%0.000%3,250,00002025-03-31
JPM US Small Cap Core-Composite3.632%11.235%3,125,815315,7262025-03-31
JPM Small Cap Equity-MA3.632%11.235%3,125,815315,7262025-03-31
JPMorgan Small Cap Equity A3.556%0.000%3,060,57002025-02-28
Champlain Small Company Fund, LLC3.222%-1.275%2,773,155-35,8002025-03-31
Neuberger Berman Genesis Inv2.985%0.000%2,568,64702024-12-31
CT (Lux) American Smaller Com 9U USD2.801%0.827%2,410,20219,7702025-02-28
Vanguard US Total Market Shares ETF2.541%0.000%2,186,53702024-09-30
Vanguard Total Stock Mkt Idx Inv2.408%0.000%2,071,95802025-03-31
Vanguard Instl Ttl Stck Mkt Idx Tr2.542%-0.121%2,062,507-2,4952023-03-31
Champlain Small Company Adv2.121%7.988%1,825,000135,0002024-12-31
Vanguard Small Cap Index1.995%1.823%1,716,46630,7232025-03-31
iShares Russell 2000 ETF1.975%-0.860%1,699,876-14,7402025-03-31
T. Rowe Price US Small-Cap Core Equity1.935%-2.411%1,664,876-41,1252024-12-31
T. Rowe Price Small-Cap Stock1.933%-0.075%1,663,629-1,2472025-01-31
CT American Smaller Coms(US) InstAccGBP1.813%0.000%1,559,83502025-02-28
JPMorgan Small Cap Growth A1.756%-1.112%1,511,557-17,0012025-02-28
DF Dent Mid Cap Growth1.500%-1.233%1,237,573-15,4442024-06-30
Old Westbury Small & Mid Cap Strategies1.394%-20.792%1,200,000-315,0002025-01-31
Vanguard Institutional Extnd Mkt Idx Tr1.244%-3.881%1,070,762-43,2362025-03-31
Vanguard Small Cap Growth Index Inv1.101%-0.346%947,138-3,2872025-02-28
Vanguard Extended Market Index Investor1.151%-0.022%933,778-2062023-08-31
T. Rowe Price Small-Cap Value1.076%-0.022%925,929-1992025-03-31
Goldman Sachs Mid Cap Growth Instl1.137%0.000%922,81702023-06-30
Goldman Sachs Mid-Cap Growth1.137%0.000%922,81702023-06-30
T. Rowe Price U.S. SC Core Eq Tr-Z1.050%-6.391%866,418-59,1482024-06-30
T. Rowe Price Instl Small-Cap Stock1.047%0.000%864,27802024-11-30
DF Dent Small Cap Growth0.998%2.696%859,25822,5602025-03-31
JPM US Smaller Companies A (dist) USD0.944%0.836%812,2236,7372025-03-31
Vanguard Consumer Staples ETF0.915%1.354%787,52310,5232025-03-31
Fidelity Small Cap Index0.759%-1.838%653,421-12,2362025-01-31

Discussions

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Clean_Teoth4/15/25 08:11am

$UTZ we need one good push to moon this.

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micmic3/15/25 10:24pm

$UTZ what’s next bulls

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aussie71311/4/24 09:52pm

$UTZ every dip gets bought up.

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unanimous_gangsta7/27/24 09:51pm

$UTZ money comes and goes but your story stays with you the rest of your life. Apes for life ??

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