Utz Brands Ownership | Who Owns Utz Brands?
Utz Brands Ownership Summary
Utz Brands is owned by 53.19% institutional investors, 18.01% insiders, and 28.80% retail investors. Vanguard group is the largest institutional shareholder, holding 8.66% of UTZ shares. Baron Small Cap Retail is the top mutual fund, with 3.78% of its assets in Utz Brands shares.
UTZ Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Utz Brands | 53.19% | 18.01% | 28.80% |
| Sector | Consumer Defensive Stocks | 43.43% | 16.04% | 40.53% |
| Industry | Packaged Foods Stocks | 36.98% | 16.11% | 46.91% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Vanguard group | 7.43M | 8.66% | $90.24M |
| Jpmorgan chase | 7.29M | 8.51% | $88.63M |
| Blackrock funding, inc. /de | 5.51M | 6.43% | $66.93M |
| Blackrock | 5.13M | 6.31% | $85.39M |
| Ameriprise financial | 4.91M | 5.73% | $59.69B |
| Copeland capital management | 3.13M | 3.65% | $38.04M |
| Balyasny asset management | 2.95M | 3.44% | $36.98M |
| Champlain investment partners | 2.95M | 3.44% | $35.79M |
| Dimensional fund advisors lp | 2.02M | 2.36% | $24.58M |
| Jennison associates | 1.94M | 2.27% | $23.62M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Savoir faire capital management | 269.47K | 1.17% | $3.27M |
| Tributary capital management | 1.69M | 0.97% | $20.52M |
| Copeland capital management | 3.13M | 0.79% | $38.04M |
| Astra wealth partners | 92.00K | 0.74% | $1.12M |
| Outfitter financial | 68.84K | 0.68% | $836.47K |
| Select asset management & trust | 118.04K | 0.44% | $1.43M |
| Gratus capital | 583.12K | 0.39% | $9.70M |
| Night squared lp | 83.47K | 0.37% | $1.01M |
| Hussman strategic advisors | 126.00K | 0.33% | $1.53M |
| Champlain investment partners | 2.95M | 0.27% | $35.79M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Balyasny asset management | 2.95M | 0.06% | 875.85K |
| Tributary capital management | 1.69M | 0.97% | 814.55K |
| Ubs group | 1.70M | 0.00% | 483.64K |
| Copeland capital management | 3.13M | 0.79% | 304.16K |
| Goldman sachs group | 1.27M | 0.00% | 274.91K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Bamco inc /ny/ | - | - | -3.25M |
| Millennium management | 1.01M | 0.01% | -1.73M |
| Boston partners | - | - | -1.22M |
| Ameriprise financial | 4.91M | 0.01% | -1.17M |
| Jpmorgan chase | 7.29M | 0.01% | -902.47K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Savoir faire capital management | 269.47K | 1.17% | 269.47K | $3.27M |
| Diametric capital, lp | 42.16K | 0.19% | 42.16K | $512.30K |
| Inscription capital | 27.06K | 0.04% | 27.06K | $328.81K |
| First national bank of omaha | 26.37K | 0.02% | 26.37K | $320.39K |
| Aqr capital management | 17.94K | 0.00% | 17.94K | $280.94K |
Sold Out
| Holder | Change |
|---|---|
| Twin peaks wealth advisors | -1.00 |
| Global financial private client | -4.00 |
| Skopos labs | -8.00 |
| Larson financial group | -10.00 |
| Massmutual trust co fsb/adv | -26.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Sep 30, 2025 | 135 | -42.80% | 45,598,915 | -40.57% | 53 | 0.66% | 63 | -54.01% | 46 | -28.13% |
| Jun 30, 2025 | 245 | - | 80,739,011 | 7.76% | 94 | 1.23% | 140 | -7.28% | 67 | 24.07% |
| Mar 31, 2025 | 5 | -97.81% | 4,623,136 | -94.09% | 5 | 0.06% | 4 | -96.52% | - | -100.00% |
| Dec 31, 2024 | 210 | -3.23% | 75,040,244 | -0.26% | 91 | 1.09% | 101 | 5.21% | 69 | -11.54% |
| Sep 30, 2024 | 216 | -3.14% | 75,232,428 | 0.65% | 91 | 1.08% | 95 | -19.49% | 78 | 6.85% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Baron Small Cap Retail | 3.25M | 3.78% | - |
| Baron Opp. Small Cap Growth Strategy | 3.25M | 3.78% | - |
| JPMorgan Small Cap Equity A | 3.24M | 3.76% | 57.65K |
| JPM Small Cap Equity-MA | 3.19M | 3.70% | 60.34K |
| JPM US Small Cap Core-Composite | 3.19M | 3.70% | 60.34K |
| Neuberger Berman Genesis Inv | 2.57M | 3.11% | - |
| CT (Lux) American Smaller Com 9U USD | 2.63M | 3.05% | -15.92K |
| Vanguard US Total Market Shares ETF | 2.19M | 2.54% | - |
| Vanguard Total Stock Mkt Idx Inv | 2.15M | 2.49% | -47.59K |
| Champlain Small Company Fund, LLC | 1.94M | 2.25% | -6.10K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Nov 20, 2025 | Series R of UM Partners, LLC | - | Buy | $11.19K |
| Nov 21, 2025 | Series R of UM Partners, LLC | - | Buy | $119.23K |
| Nov 24, 2025 | Series R of UM Partners, LLC | - | Buy | $13.37K |
| Nov 24, 2025 | Series U of UM Partners, LLC | - | Buy | $75.80K |
| Nov 21, 2025 | Series U of UM Partners, LLC | - | Buy | $675.64K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2025 Q4 | 14 | - |
| 2025 Q3 | - | 1 |
| 2025 Q2 | 6 | - |
| 2025 Q1 | 3 | 1 |
| 2024 Q4 | - | 2 |
UTZ Ownership FAQ
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