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 262 institutions that hold shares in the stock, with a total of 79.2 Million shares, which have been reported (via 13F filing form) to have a value of $833 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
103
shares
|
$1,083
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 14, 2025 Q3 2025 |
101
shares
|
$1,062
0.0% of portfolio
|
Q3 2025
Added 1.0%
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Nov 07, 2025 Q3 2025 |
100
shares
|
$1,052
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Covestor LTD
Boston, MA |
Oct 30, 2025 Q3 2025 |
96
shares
|
$1,009
0.0% of portfolio
|
Q3 2025
Added 28.0%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Oct 29, 2025 Q3 2025 |
79
shares
|
$831
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 10, 2025 Q3 2025 |
68
shares
|
$715
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Versant Capital Management, Inc
|
Oct 27, 2025 Q3 2025 |
62
shares
|
$652
0.0% of portfolio
|
Q3 2025
Reduced 79.4%
|
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
May 07, 2025 Q1 2025 |
50
shares
|
$526
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Oct 17, 2025 Q3 2025 |
45
shares
|
$473
0.0% of portfolio
|
Q3 2025
Added 400.0%
|
|
|
Parkside Financial Bank & Trust
|
Oct 30, 2025 Q3 2025 |
40
shares
|
$420
0.0% of portfolio
|
Q3 2025
Reduced 97.22%
|
|
|
True Wealth Design, LLC
Akron, OH |
Oct 21, 2025 Q3 2025 |
37
shares
|
$389
0.0% of portfolio
|
Q3 2025
Added 270.0%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
32
shares
|
$336
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Capital Advisors, Ltd. LLC
|
Oct 16, 2025 Q3 2025 |
31
shares
|
$326
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
15
shares
|
$157
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
13
shares
|
$136
0.0% of portfolio
|
Q1 2025
Reduced 82.89%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
11
shares
|
$115
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Hemington Wealth Management
|
Oct 24, 2025 Q3 2025 |
6
shares
|
$63
0.0% of portfolio
|
Q3 2025
Reduced 45.45%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Oct 21, 2025 Q3 2025 |
3
shares
|
$31
0.0% of portfolio
|
Q1 2025
Reduced 78.57%
|
|
|
Cloud Capital Management, LLC
Seattle, WA |
Nov 03, 2025 Q3 2025 |
3
shares
|
$31
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Oct 14, 2025 Q3 2025 |
3
shares
|
$31
0.0% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
National Bank Of Canada
|
Nov 14, 2025 Q3 2025 |
3
shares
|
$31
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Jfs Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
2
shares
|
$21
0.0% of portfolio
|
Q3 2025
Reduced 33.33%
|
|
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
Nov 12, 2025 Q3 2025 |
2
shares
|
$21
0.0% of portfolio
|
Q2 2025
Added 100.0%
|
|
|
Retirement Wealth Solutions LLC
Marshfield, WI |
Oct 08, 2025 Q3 2025 |
2
shares
|
$21
0.0% of portfolio
|
Q3 2025
Reduced 99.81%
|
|
|
Huntington National Bank
Columbus, OH |
Nov 12, 2025 Q3 2025 |
2
shares
|
$21
0.0% of portfolio
|
Q2 2025
Reduced 99.05%
|
|