Institutional Ownership Utz Brands, Inc. (UTZ)
This table provides information about the institutional ownership of Utz Brands, Inc. (UTZ). We have compiled data on the 264 institutions that hold shares in the stock, with a total of 74.4 Million shares, which have been reported (via 13F filing form) to have a value of $963 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Rothschild Investment LLC
Chicago, IL |
Apr 08, 2025 Q1 2025 |
125
shares
|
$1,626
0.0% of portfolio
|
Q1 2025
Added 177.78%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
103
shares
|
$1,340
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Jul 15, 2025 Q2 2025 |
100
shares
|
$1,301
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
65
shares
|
$845
0.0% of portfolio
|
Q1 2025
Reduced 86.57%
|
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
May 07, 2025 Q1 2025 |
50
shares
|
$650
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
47
shares
|
$611
0.0% of portfolio
|
Q2 2025
Reduced 81.57%
|
|
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
May 15, 2025 Q1 2025 |
46
shares
|
$598
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
36
shares
|
$468
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
19
shares
|
$247
0.0% of portfolio
|
Q2 2025
Reduced 69.84%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
15
shares
|
$195
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
13
shares
|
$169
0.0% of portfolio
|
Q1 2025
Reduced 82.89%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
12
shares
|
$156
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Hemington Wealth Management
|
Jul 24, 2025 Q2 2025 |
11
shares
|
$143
0.0% of portfolio
|
Q2 2025
Reduced 59.26%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
11
shares
|
$143
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
True Wealth Design, LLC
Akron, OH |
Aug 06, 2025 Q2 2025 |
10
shares
|
$130
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
10
shares
|
$130
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jul 14, 2025 Q2 2025 |
9
shares
|
$117
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
May 13, 2025 Q1 2025 |
8
shares
|
$104
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Covestor LTD
Boston, MA |
May 12, 2025 Q1 2025 |
7
shares
|
$91
0.0% of portfolio
|
Q1 2025
Reduced 94.89%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Jul 15, 2025 Q2 2025 |
3
shares
|
$39
0.0% of portfolio
|
Q1 2025
Reduced 78.57%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Jul 17, 2025 Q2 2025 |
3
shares
|
$39
0.0% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Jfs Wealth Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
3
shares
|
$39
0.0% of portfolio
|
Q2 2025
Reduced 66.67%
|
|
|
Huntington National Bank
Columbus, OH |
Aug 05, 2025 Q2 2025 |
2
shares
|
$26
0.0% of portfolio
|
Q2 2025
Reduced 99.05%
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Aug 06, 2025 Q2 2025 |
2
shares
|
$26
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
Jul 22, 2025 Q2 2025 |
2
shares
|
$26
0.0% of portfolio
|
Q2 2025
Added 100.0%
|