Utz Brands Ownership | Who Owns Utz Brands?
Utz Brands Ownership Summary
Utz Brands is owned by 45.48% institutional investors, 17.98% insiders, and 36.54% retail investors. Vanguard group is the largest institutional shareholder, holding 8.90% 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 | 45.48% | 17.98% | 36.54% |
| Sector | Consumer Defensive Stocks | 33.19% | 16.40% | 50.41% |
| Industry | Packaged Foods Stocks | 35.26% | 16.53% | 48.21% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Vanguard group | 7.68M | 8.90% | $79.72M |
| Blackrock funding, inc. /de | 5.61M | 6.50% | $58.25M |
| Jpmorgan chase | 5.49M | 6.37% | $57.01M |
| Blackrock | 5.13M | 6.31% | $85.39M |
| Ameriprise financial | 4.91M | 5.73% | $59.69B |
| Copeland capital management | 3.45M | 4.00% | $35.81M |
| Balyasny asset management | 2.95M | 3.44% | $36.98M |
| Jennison associates | 1.83M | 2.12% | $19.00M |
| Geode capital management | 1.81M | 2.10% | $18.77M |
| State street | 1.76M | 2.06% | $21.53M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Tributary capital management | 931.65K | 0.95% | $9.67M |
| Copeland capital management | 3.45M | 0.80% | $35.81M |
| Outfitter financial | 61.65K | 0.50% | $639.88K |
| Gratus capital | 583.12K | 0.39% | $9.70M |
| Night squared lp | 83.47K | 0.37% | $1.01M |
| Select asset management & trust | 110.52K | 0.36% | $1.15M |
| Savoir faire capital management | 49.26K | 0.24% | $511.27K |
| Df dent | 1.47M | 0.23% | $17.87M |
| Diametric capital, lp | 42.16K | 0.19% | $512.30K |
| Fox run management | 90.09K | 0.14% | $935.10K |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Balyasny asset management | 2.95M | 0.06% | 875.85K |
| Goldman sachs group | 1.75M | 0.00% | 475.63K |
| Hrt financial lp | 412.26K | 0.01% | 390.91K |
| Jane street group | 468.11K | 0.00% | 334.21K |
| Copeland capital management | 3.45M | 0.80% | 318.76K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Bamco inc /ny/ | - | - | -3.25M |
| Champlain investment partners | - | - | -2.95M |
| Jpmorgan chase | 5.49M | 0.00% | -1.80M |
| Millennium management | 1.01M | 0.01% | -1.73M |
| Boston partners | - | - | -1.22M |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Systematic financial management lp | 287.50K | 0.07% | 287.50K | $2.98M |
| Jefferies financial group | 225.06K | 0.01% | 225.06K | $2.34M |
| Quantbot technologies lp | 119.53K | 0.04% | 119.53K | $1.24M |
| Diametric capital, lp | 42.16K | 0.19% | 42.16K | $512.30K |
| Easterly investment partners | 37.67K | 0.02% | 37.67K | $391.07K |
Sold Out
| Holder | Change |
|---|---|
| Rialto wealth management | -1.00 |
| Twin peaks wealth advisors | -1.00 |
| Hfm investment advisors | -2.00 |
| Retirement wealth solutions | -2.00 |
| Sjs investment consulting | -3.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Dec 31, 2025 | 116 | -52.07% | 39,233,564 | -50.43% | 45 | 0.53% | 53 | -59.23% | 43 | -40.28% |
| 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% |
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 |
|---|---|---|---|---|
| Dec 31, 2025 | Shea Theresa Robbins | EVP, Chief Legal Officer | Buy | $6.92K |
| Dec 31, 2025 | Sponaugle James | EVP & Chief People Officer | Buy | $6.69K |
| Nov 21, 2025 | Series R of UM Partners, LLC | - | Buy | $119.23K |
| Nov 20, 2025 | Series R of UM Partners, LLC | - | Buy | $11.19K |
| Nov 24, 2025 | Series R of UM Partners, LLC | - | Buy | $13.37K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2026 Q1 | - | - |
| 2025 Q4 | 16 | - |
| 2025 Q3 | - | 1 |
| 2025 Q2 | 6 | - |
| 2025 Q1 | 3 | 1 |
UTZ Ownership FAQ
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