Utz Brands Ownership | Who Owns Utz Brands?
Utz Brands Ownership Summary
Utz Brands is owned by 84.30% institutional investors, 18.35% insiders. 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 | 84.30% | 18.35% | -2.65% |
| Sector | Consumer Defensive Stocks | 33.57% | 17.09% | 49.33% |
| Industry | Packaged Foods Stocks | 37.22% | 19.66% | 43.12% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Vanguard group | 7.68M | 8.90% | $79.72M |
| Blackrock funding, inc. /de | 5.65M | 6.45% | $44.71M |
| Blackrock | 5.13M | 6.31% | $85.39M |
| Jpmorgan chase | 4.10M | 4.68% | $32.08M |
| Copeland capital management | 4.06M | 4.64% | $32.18M |
| Balyasny asset management | 2.62M | 3.00% | $20.78M |
| Alyeska investment group | 2.56M | 2.92% | $20.26M |
| Dimensional fund advisors lp | 2.00M | 2.28% | $15.82M |
| Colony group | 1.99M | 2.28% | $15.78M |
| Geode capital management | 1.81M | 2.07% | $14.35M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Copeland capital management | 4.06M | 0.72% | $32.18M |
| Gratus capital | 583.12K | 0.39% | $9.70M |
| Outfitter financial | 60.37K | 0.37% | $478.13K |
| Night squared lp | 83.47K | 0.37% | $1.01M |
| Ceredex value advisors | 1.26M | 0.32% | $10.01M |
| Select asset management & trust | 110.52K | 0.27% | $875.00K |
| Thompson siegel & walmsley | 1.59M | 0.22% | $12.58M |
| Df dent | 1.33M | 0.20% | $10.50M |
| Systematic financial management lp | 849.46K | 0.15% | $6.73M |
| Landscape capital management | 272.92K | 0.14% | $2.16M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Woodline partners lp | 1.64M | 0.05% | 1.64M |
| Thompson siegel & walmsley | 1.59M | 0.22% | 1.59M |
| Colony group | 1.99M | 0.02% | 1.34M |
| Ceredex value advisors | 1.26M | 0.32% | 1.26M |
| Two sigma investments, lp | 1.73M | 0.01% | 1.25M |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Ameriprise financial | 1.45M | 0.00% | -3.37M |
| Bamco inc /ny/ | - | - | -3.25M |
| Champlain investment partners | - | - | -2.95M |
| Jpmorgan chase | 4.10M | 0.00% | -1.40M |
| Millennium management | 1.24M | 0.00% | -1.30M |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Woodline partners lp | 1.64M | 0.05% | 1.64M | $13.01M |
| Thompson siegel & walmsley | 1.59M | 0.22% | 1.59M | $12.58M |
| Ceredex value advisors | 1.26M | 0.32% | 1.26M | $10.01M |
| Vanguard fiduciary trust | 506.78K | 0.00% | 506.78K | $4.01M |
| Ci private wealth | 221.76K | 0.00% | 221.76K | $1.76M |
Sold Out
| Holder | Change |
|---|---|
| Rialto wealth management | -1.00 |
| Bay harbor wealth management | -1.00 |
| Dinuzzo private wealth | -1.00 |
| Twin peaks wealth advisors | -1.00 |
| Hfm investment advisors | -2.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Mar 31, 2026 | 227 | -2.99% | 73,771,571 | -1.63% | 84 | 1.12% | 123 | 6.03% | 71 | -15.48% |
| 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% |
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% | - |
| Neuberger Berman Genesis Inv | 2.57M | 3.11% | - |
| JPMorgan Small Cap Equity A | 2.29M | 2.59% | -106.53K |
| JPM US Small Cap Core-Composite | 2.29M | 2.59% | -764.46K |
| JPM Small Cap Equity-MA | 2.29M | 2.59% | -764.46K |
| Vanguard US Total Market Shares ETF | 2.19M | 2.54% | - |
| Vanguard Total Stock Mkt Idx Inv | 2.21M | 2.50% | - |
| Champlain Small Company Fund, LLC | 1.94M | 2.25% | -6.10K |
| T. Rowe Price US Small-Cap Core Equity | 1.66M | 2.02% | -41.13K |
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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