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 |
|---|---|---|---|---|---|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2025 Q3 2025 |
3,452
shares
|
$36,315
0.0% of portfolio
|
Q3 2025
Reduced 68.87%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
2,997
shares
|
$31,528
0.01% of portfolio
|
Q2 2022
Added 209.93%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
2,962
shares
|
$31,160
0.0% of portfolio
|
Q3 2025
Added 1258.72%
|
|
|
Kb Financial Partners, LLC
Princeton, NJ |
Nov 15, 2023 Q3 2023 |
2,833
shares
|
$29,803
0.01% of portfolio
|
Q3 2023
Reduced 17.84%
|
|
|
Assetmark, Inc
|
Nov 06, 2025 Q3 2025 |
2,720
shares
|
$28,614
0.0% of portfolio
|
Q2 2025
Added 15.5%
|
|
|
Aster Capital Management (Difc) LTD
Dubai, C0 |
Nov 12, 2025 Q3 2025 |
2,618
shares
|
$27,541
0.02% of portfolio
|
Q3 2025
Added 194.82%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
2,401
shares
|
$25,258
0.0% of portfolio
|
Q3 2025
Reduced 36.08%
|
|
|
Amalgamated Bank
New York, NY |
Oct 29, 2025 Q3 2025 |
2,226
shares
|
$23,417
0.0% of portfolio
|
Q1 2025
Added 0.36%
|
|
|
Cbiz Investment Advisory Services, LLC
|
Nov 06, 2025 Q3 2025 |
2,167
shares
|
$22,796
0.0% of portfolio
|
Q3 2025
Added 16.44%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
2,089
shares
|
$21,976
0.0% of portfolio
|
Q3 2025
Added 18.56%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
2,009
shares
|
$21,134
0.0% of portfolio
|
Q3 2025
Added 0.45%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
1,994
shares
|
$20,976
0.0% of portfolio
|
Q3 2025
Added 10394.74%
|
|
|
First Horizon Corp
Memphis, TN |
Oct 24, 2025 Q3 2025 |
1,848
shares
|
$19,440
0.0% of portfolio
|
Q3 2025
Reduced 52.24%
|
|
|
Binnacle Investments Inc
Urbandale, IA |
Nov 14, 2025 Q3 2025 |
1,808
shares
|
$19,020
0.01% of portfolio
|
Q3 2025
Added 35.53%
|
|
|
Newton One Investments LLC
|
Oct 10, 2025 Q3 2025 |
1,713
shares
|
$18,020
0.01% of portfolio
|
Q3 2025
Added 0.47%
|
|
|
Jones Financial Companies Lllp
|
Nov 04, 2025 Q3 2025 |
1,470
shares
|
$15,464
0.0% of portfolio
|
Q3 2025
Reduced 6.07%
|
|
|
Eastern Bank
|
Oct 27, 2025 Q3 2025 |
1,288
shares
|
$13,549
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
1,177
shares
|
$12,382
0.0% of portfolio
|
Q3 2025
Reduced 3.05%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 16, 2025 Q3 2025 |
1,089
shares
|
$11,456
0.0% of portfolio
|
Q3 2025
Reduced 5.8%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 05, 2025 Q3 2025 |
1,009
shares
|
$10,614
0.0% of portfolio
|
Q3 2025
Added 436.7%
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 21, 2025 Q3 2025 |
1,000
shares
|
$10,520
0.0% of portfolio
|
Q2 2024
Reduced 15.25%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Oct 07, 2025 Q3 2025 |
1,000
shares
|
$10,520
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Nov 20, 2025 Q3 2025 |
1,000
shares
|
$10,520
0.0% of portfolio
|
Q3 2025
Reduced 0.6%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
961
shares
|
$10,109
0.0% of portfolio
|
Q3 2025
Added 8.22%
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
954
shares
|
$10,036
0.0% of portfolio
|
Q3 2025
Added 21.53%
|
|