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 |
|---|---|---|---|---|---|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
950
shares
|
$9,994
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
925
shares
|
$9,731
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Umb Bank, N.A.
|
Nov 04, 2025 Q3 2025 |
786
shares
|
$8,268
0.0% of portfolio
|
Q3 2025
Reduced 4.26%
|
|
|
Gamma Investing LLC
Foster City, CA |
Oct 02, 2025 Q3 2025 |
753
shares
|
$7,921
0.0% of portfolio
|
Q3 2025
Reduced 10.68%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
629
shares
|
$6,617
0.0% of portfolio
|
Q3 2025
Added 32.42%
|
|
|
Bnp Paribas Asset Management Holding S.A.
|
Nov 07, 2025 Q3 2025 |
589
shares
|
$6,196
0.0% of portfolio
|
Q3 2025
Added 38.92%
|
|
|
Wpg Advisers, LLC
Baltimore, MD |
Oct 29, 2025 Q3 2025 |
579
shares
|
$6,091
0.01% of portfolio
|
Q3 2025
Reduced 4.61%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
504
shares
|
$5,302
0.0% of portfolio
|
Q3 2020
Reduced 13.89%
|
|
|
Optiver Holding B.V.
Amsterdam, P7 |
Nov 10, 2025 Q3 2025 |
498
shares
|
$5,238
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Vital Stone Financial, LLC
Shavano Park, TX |
Oct 11, 2024 Q3 2024 |
471
shares
|
$4,954
0.01% of portfolio
|
Q2 2024
Reduced 26.98%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Nov 13, 2025 Q3 2025 |
372
shares
|
$3,913
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Nov 13, 2025 Q3 2025 |
348
shares
|
$3,660
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2025 Q3 2025 |
309
shares
|
$3,250
0.0% of portfolio
|
Q3 2025
Reduced 10.17%
|
|
|
Costello Asset Management, Inc
|
Nov 06, 2025 Q3 2025 |
300
shares
|
$3,156
0.0% of portfolio
|
Q3 2025
Reduced 50.0%
|
|
|
Financial Consulate, Inc
|
Oct 20, 2025 Q3 2025 |
288
shares
|
$3,029
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Mather Group, Llc.
Chicago, IL |
Oct 20, 2025 Q3 2025 |
280
shares
|
$2,945
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
277
shares
|
$2,914
0.0% of portfolio
|
Q3 2025
Added 489.36%
|
|
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
Nov 10, 2025 Q3 2025 |
219
shares
|
$2,303
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Navigoe, LLC
Redondo Beach, CA |
Oct 10, 2025 Q3 2025 |
210
shares
|
$2,209
0.0% of portfolio
|
Q3 2025
Reduced 50.0%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Nov 04, 2025 Q3 2025 |
185
shares
|
$1,946
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Harbor Capital Advisors, Inc.
|
Oct 15, 2025 Q3 2025 |
145
shares
|
$1,525
0.0% of portfolio
|
Q3 2025
Reduced 0.68%
|
|
|
Nisa Investment Advisors, LLC
|
Oct 23, 2025 Q3 2025 |
143
shares
|
$1,504
0.0% of portfolio
|
Q2 2025
Reduced 38.36%
|
|
|
Crewe Advisors LLC
|
Nov 13, 2025 Q3 2025 |
136
shares
|
$1,430
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Nov 07, 2025 Q3 2025 |
130
shares
|
$1,367
0.0% of portfolio
|
Q3 2025
Added 62.5%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
128
shares
|
$1,346
0.0% of portfolio
|
Q2 2025
Reduced 70.09%
|
|