Utz Brands Ownership | Who Owns Utz Brands?
Utz Brands Ownership Summary
Utz Brands is owned by 94.19% institutional investors, 17.15% insiders. Jpmorgan chase is the largest institutional shareholder, holding 9.61% 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 | 94.19% | 17.15% | -11.33% |
| Sector | Consumer Defensive Stocks | 51.48% | 16.38% | 32.14% |
| Industry | Packaged Foods Stocks | 56.00% | 16.47% | 27.53% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Jpmorgan chase | 7.92M | 9.61% | $124.08M |
| Vanguard group | 6.94M | 8.42% | $108.66M |
| Blackrock funding, inc. /de | 5.60M | 6.53% | $70.26M |
| Champlain investment partners | 5.21M | 6.32% | $81.56M |
| Blackrock | 5.13M | 6.31% | $85.39M |
| Neuberger berman group | 4.18M | 5.07% | $65.45M |
| Ameriprise financial | 4.11M | 4.99% | $64.38M |
| Balyasny asset management | 2.95M | 3.44% | $36.98M |
| Copeland capital management | 2.83M | 3.30% | $35.48M |
| Jennison associates | 2.00M | 2.34% | $25.16M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Copeland capital management | 2.83M | 0.73% | $35.48M |
| Outfitter financial | 52.23K | 0.65% | $817.92K |
| Champlain investment partners | 5.21M | 0.52% | $81.56M |
| Select asset management & trust | 118.04K | 0.51% | $1.48M |
| Park circle | 37.75K | 0.40% | $473.76K |
| Gratus capital | 583.12K | 0.39% | $9.70M |
| Gsa capital partners llp | 219.56K | 0.25% | $3.44M |
| Df dent | 1.59M | 0.25% | $19.97M |
| Econ financial services | 38.31K | 0.25% | $480.79K |
| Hussman strategic advisors | 84.00K | 0.24% | $1.05M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Massachusetts financial services co /ma/ | 1.25M | 0.01% | 1.25M |
| Jpmorgan chase | 7.92M | 0.01% | 1.18M |
| Balyasny asset management | 2.95M | 0.06% | 875.85K |
| Ameriprise financial | 4.11M | 0.02% | 698.59K |
| Champlain investment partners | 5.21M | 0.52% | 620.20K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Bamco inc /ny/ | - | - | -3.25M |
| Millennium management | 1.01M | 0.01% | -1.73M |
| Boston partners | - | - | -1.22M |
| Point72 asset management | - | - | -404.32K |
| Picton mahoney asset management | - | - | -325.81K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Massachusetts financial services co /ma/ | 1.25M | 0.01% | 1.25M | $15.68M |
| Hudson bay capital management lp | 139.91K | 0.01% | 139.91K | $1.76M |
| Twinbeech capital lp | 113.03K | 0.03% | 113.03K | $1.42M |
| Mirabella financial services llp | 77.59K | 0.10% | 77.59K | $973.75K |
| Dz bank ag deutsche zentral genossenschafts bank, frankfurt am main | 45.03K | 0.00% | 45.03K | $565.08K |
Sold Out
| Holder | Change |
|---|---|
| Global financial private client | -4.00 |
| Larson financial group | -10.00 |
| Massmutual trust co fsb/adv | -26.00 |
| Quest partners | -35.00 |
| Bruce g. allen investments | -39.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 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% |
| Jun 30, 2024 | 222 | 7.77% | 74,744,153 | 0.88% | 91 | 1.10% | 117 | 10.38% | 73 | 19.67% |
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% | - |
| JPM US Small Cap Core-Composite | 3.19M | 3.70% | 60.34K |
| JPM Small Cap Equity-MA | 3.19M | 3.70% | 60.34K |
| JPMorgan Small Cap Equity A | 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 | 1.95M | 2.26% | -585.04K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Sep 04, 2025 | Choi Christina | - | Sell | $77.73K |
| May 07, 2025 | Werzyn William Jr. | - | Buy | $94.47K |
| May 05, 2025 | Whyte Chad | EVP, Supply Chain | Buy | $59.81K |
| May 05, 2025 | Brown Timothy | - | Buy | $59.78K |
| May 05, 2025 | Lissette Dylan | - | Buy | $199.25K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2025 Q3 | - | 1 |
| 2025 Q2 | 6 | - |
| 2025 Q1 | 3 | 1 |
| 2024 Q4 | - | 2 |
| 2024 Q3 | 2 | - |
UTZ Ownership FAQ
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