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Utz Brands (UTZ) Institutional Ownership

Utz Brands logo
$15.02 -0.13 (-0.86%)
As of 01/3/2025 05:39 PM Eastern

Institutional Ownership Changes (13F Filings) for Utz Brands (NYSE:UTZ)

Current
Institutional Ownership
Percentage
95.97%
Number of
Institutional Buyers
(last 12 months)
74
Total
Institutional Inflows
(last 12 months)
$67.20M
Number of
Institutional Sellers
(last 12 months)
50
Total
Institutional Outflows
(last 12 months)
$132.63M
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UTZ Institutional Buying and Selling by Quarter

Utz Brands Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
11/18/2024Neo Ivy Capital Management15,920$282K0.1%N/A0.011%
11/16/2024Geode Capital Management LLC1,548,231$27.41M0.0%+3.2%1.099%
11/15/2024Vestcor Inc296,100$5.24M0.2%+11.4%0.210%
11/15/2024Barclays PLC555,477$9.83M0.0%+21.4%0.394%
11/15/2024MML Investors Services LLC13,347$236K0.0%-20.8%0.009%
11/15/2024Orion Portfolio Solutions LLC85,577$1.52M0.0%-5.4%0.061%
11/15/2024DF Dent & Co. Inc.1,217,329$21.55M0.3%-60.0%0.864%
11/15/2024Jane Street Group LLC147,898$2.62M0.0%-8.1%0.105%
11/15/2024State Street Corp1,758,961$31.26M0.0%+9.5%1.248%
11/15/2024Stifel Financial Corp196,251$3.47M0.0%+6.3%0.139%
11/15/2024Readystate Asset Management LP289,000$5.12M0.1%-46.4%0.205%
11/15/2024NFJ Investment Group LLC93,258$1.65M0.0%N/A0.066%
11/15/2024HighTower Advisors LLC20,237$358K0.0%-11.8%0.014%
11/14/2024Verition Fund Management LLC80,230$1.42M0.0%-66.4%0.057%
11/14/2024UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC137,460$2.43M0.0%-10.1%0.098%
11/13/2024Townsquare Capital LLC27,837$493K0.0%-8.9%0.020%
11/13/2024FMR LLC6,343$112K0.0%-22.0%0.005%
11/13/2024Quantbot Technologies LP42,082$745K0.0%-36.9%0.030%
11/13/2024Dynamic Technology Lab Private Ltd15,877$281K0.0%-73.3%0.011%
11/12/2024Champlain Investment Partners LLC4,588,206$81.21M0.5%-10.4%3.257%
11/12/2024Charles Schwab Investment Management Inc.571,161$10.11M0.0%+5.2%0.405%
11/9/2024Intech Investment Management LLC16,987$301K0.0%N/A0.012%
11/8/2024King Luther Capital Management Corp243,146$4.30M0.0%+42.7%0.173%
11/8/2024Jennison Associates LLC1,545,257$27.35M0.0%-25.9%1.097%
11/6/2024Oppenheimer Asset Management Inc.32,604$577K0.0%-14.9%0.023%
11/5/2024Victory Capital Management Inc.1,474,047$26.09M0.0%+19.0%1.046%
11/5/2024GSA Capital Partners LLP165,896$2.94M0.2%+100.0%0.118%
11/4/2024State of New Jersey Common Pension Fund D116,544$2.06M0.0%+16.1%0.083%
10/29/2024Emerald Advisers LLC440,096$7.79M0.3%-41.6%0.312%
10/29/2024Emerald Mutual Fund Advisers Trust321,951$5.70M0.3%-49.2%0.229%
10/25/2024Diversify Wealth Management LLC17,470$293K0.0%-8.4%0.012%
10/25/2024AMI Asset Management Corp81,273$1.44M0.1%-5.8%0.058%
10/25/2024Smith Group Asset Management LLC27,093$480K0.0%+24.2%0.019%
10/24/2024First Bank & Trust12,660$224K0.0%-6.6%0.009%
10/23/2024Legacy Wealth Asset Management LLC40,176$711K0.2%+11.6%0.029%
10/21/2024Copeland Capital Management LLC3,058,049$54.13M0.9%+0.2%2.172%
10/16/2024nVerses Capital LLC8,000$142K0.1%N/A0.006%
10/11/2024Creative Planning29,236$517K0.0%-21.3%0.021%
10/3/2024SG Americas Securities LLC23,510$416K0.0%+279.2%0.017%
8/27/2024Clearbridge Investments LLC715,495$11.91M0.0%-18.1%0.508%
8/21/2024Truist Financial Corp24,209$403K0.0%+20.8%0.017%
8/19/2024Kimelman & Baird LLC54,484$907K0.1%N/A0.039%
8/16/2024Creative Planning37,155$618K0.0%+8.2%0.026%
8/15/2024The Manufacturers Life Insurance Company34,458$573K0.0%-3.5%0.024%
8/15/2024Dark Forest Capital Management LP22,754$379K0.1%N/A0.016%
8/15/2024Deerfield Management Company L.P. Series C40,097$667K0.0%N/A0.028%
8/14/2024Squarepoint Ops LLC31,983$532K0.0%-54.2%0.023%
8/14/2024Marshall Wace LLP812,646$13.52M0.0%-16.7%0.577%
8/13/2024Sei Investments Co.205,751$3.42M0.0%+9.5%0.146%
8/13/2024King Luther Capital Management Corp170,390$2.84M0.0%+4.8%0.121%
8/13/2024Canada Pension Plan Investment Board4,800$80K0.0%N/A0.003%
8/13/2024Public Employees Retirement Association of Colorado12,759$212K0.0%-27.1%0.009%
8/12/2024MQS Management LLC11,249$187K0.1%N/A0.008%
8/12/2024XTX Topco Ltd11,099$185K0.0%N/A0.008%
8/12/2024First Eagle Investment Management LLC441,396$7.35M0.0%+1.0%0.313%
8/12/2024Mercer Global Advisors Inc. ADV119,043$1.98M0.0%N/A0.085%
8/9/2024Renaissance Technologies LLC53,500$890K0.0%N/A0.038%
8/9/2024Dimensional Fund Advisors LP1,190,524$19.81M0.0%-4.3%0.845%
8/8/2024Envestnet Asset Management Inc.696,019$11.58M0.0%+2.1%0.494%
8/8/2024Oppenheimer Asset Management Inc.38,302$637K0.0%-2.2%0.027%
8/8/2024American Century Companies Inc.81,441$1.36M0.0%+10.9%0.058%
8/8/2024State of New Jersey Common Pension Fund D100,343$1.67M0.0%-32.4%0.071%
8/8/2024Bahl & Gaynor Inc.239,961$3.99M0.0%+45.1%0.170%
8/7/2024Choreo LLC11,724$195K0.0%N/A0.008%
8/6/2024Emerald Advisers LLC752,957$12.53M0.5%-5.5%0.535%
8/5/2024Victory Capital Management Inc.1,238,425$20.61M0.0%+22.0%0.879%
8/1/2024Rhumbline Advisers99,286$1.65M0.0%+3.6%0.071%
8/1/2024Natixis Advisors LLC160,831$2.68M0.0%-9.6%0.114%
7/31/2024Picton Mahoney Asset Management325,810$5.42M0.2%N/A0.231%
7/29/2024Principal Financial Group Inc.54,939$914K0.0%N/A0.039%
7/26/2024Verdence Capital Advisors LLC18,506$308K0.0%-18.6%0.013%
7/26/2024Bank of New York Mellon Corp446,918$7.44M0.0%+2.6%0.317%
7/25/2024AMI Asset Management Corp86,263$1.44M0.1%-58.6%0.061%
7/22/2024Fifth Third Bancorp2,665$44K0.0%N/A0.002%
7/16/2024Envestnet Portfolio Solutions Inc.11,838$197K0.0%+11.6%0.008%
7/16/2024Diversified Trust Co44,870$747K0.0%+4.5%0.032%
7/12/2024SG Americas Securities LLC6,200$103K0.0%N/A0.004%
5/17/2024Comerica Bank16,491$304K0.0%+5.4%0.012%
5/16/2024California State Teachers Retirement System69,262$1.28M0.0%-5.5%0.049%
5/15/2024Price T Rowe Associates Inc. MD57,879$1.07M0.0%+4.6%0.041%
5/13/2024Bessemer Group Inc.96,380$1.78M0.0%-8.2%0.068%
5/13/2024Clearbridge Investments LLC874,124$16.12M0.0%+2.2%0.621%
5/13/2024Champlain Investment Partners LLC5,151,390$94.99M0.5%-8.6%3.658%
5/11/2024Bahl & Gaynor Inc.165,328$3.05M0.0%+15.1%0.117%
5/10/2024Vanguard Group Inc.6,385,328$117.75M0.0%-5.8%4.536%
5/9/2024Orion Portfolio Solutions LLC96,992$1.79M0.0%+64.5%0.069%
5/9/2024First Eagle Investment Management LLC436,846$8.06M0.0%-4.2%0.310%
5/8/2024ProShare Advisors LLC12,944$239K0.0%+8.5%0.009%
5/8/2024Russell Investments Group Ltd.58,662$1.08M0.0%-1.0%0.042%
5/7/2024Sei Investments Co.187,940$3.47M0.0%+1.7%0.134%
5/7/2024Oppenheimer Asset Management Inc.39,170$722K0.0%-12.5%0.028%
5/6/2024Quantbot Technologies LP12,987$239K0.0%N/A0.009%
5/6/2024Envestnet Portfolio Solutions Inc.10,610$196K0.0%N/A0.008%
5/2/2024Jennison Associates LLC1,331,581$24.55M0.0%+15.2%0.946%
5/1/2024Mirae Asset Global Investments Co. Ltd.28,306$482K0.0%-10.9%0.020%
5/1/2024Diversify Advisory Services LLC19,296$359K0.0%N/A0.014%
4/30/2024Norden Group LLC33,627$620K0.0%N/A0.024%
4/26/2024Verdence Capital Advisors LLC22,746$419K0.0%+45.3%0.016%
4/19/2024AMI Asset Management Corp208,465$3.84M0.2%+7.3%0.148%
4/19/2024Legacy Wealth Asset Management LLC25,914$478K0.1%+12.8%0.018%
(Data available from 1/1/2016 forward)

UTZ Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of UTZ shares?

During the previous two years, 147 institutional investors and hedge funds held shares of Utz Brands. The most heavily invested institutionals were Vanguard Group Inc. ($117.75M), JPMorgan Chase & Co. ($87.33M), Champlain Investment Partners LLC ($81.21M), Neuberger Berman Group LLC ($57.28M), Copeland Capital Management LLC ($54.13M), State Street Corp ($31.26M), and Goldman Sachs Group Inc. ($27.68M).Learn more on UTZ's institutional investors.

What percentage of Utz Brands stock is owned by institutional investors?

95.97% of Utz Brands stock is owned by institutional investors. Learn more on UTZ's institutional investor holdings.

Which institutional investors have been buying Utz Brands stock?

Of the 120 institutional investors that purchased Utz Brands stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Copeland Capital Management LLC ($1.03M), Barclays PLC ($689.90K), Engle Capital Management L.P. ($586K), Gratus Capital LLC ($552.37K), Victory Capital Management Inc. ($492.58K), Champlain Investment Partners LLC ($490.26K), and Jennison Associates LLC ($482.34K).

How much institutional buying is happening at Utz Brands?

Institutional investors have bought a total of 11,141,036 shares in the last 24 months. This purchase volume represents approximately $177.27M in transactions.

Which Utz Brands major shareholders have been selling company stock?

Of the 73 institutional investors that sold Utz Brands stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: DF Dent & Co. Inc. ($1.83M), Goldman Sachs Group Inc. ($1.26M), Rockefeller Capital Management L.P. ($1.23M), Jennison Associates LLC ($1.20M), Champlain Investment Partners LLC ($1.02M), JPMorgan Chase & Co. ($396.70K), and Vanguard Group Inc. ($395.02K).

How much institutional selling is happening at Utz Brands?

Institutional investors have sold a total of 10,248,364 shares in the last 24 months. This volume of shares sold represents approximately $172.96M in transactions.



This page (NYSE:UTZ) was last updated on 1/4/2025 by MarketBeat.com Staff
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