Utz Brands Ownership 2024 | Who Owns Utz Brands Now?
Institutional Ownership
18.60%
Insider Ownership
17.19%
Retail Ownership
64.21%
Institutional Holders
97.00
Utz Brands Institutional Shareholders
Institutional Shareholders by % of Total Shares
Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
---|---|---|---|---|---|---|---|
VANGUARD GROUP INC | 8.47% | 0.00% | 6,897,388 | 512,060 | 8.02% | 114,772,536 | Jun 30, 2024 |
T. ROWE PRICE INVESTMENT MANAGEMENT, INC. | 6.97% | 0.06% | 5,676,926 | -77,459 | -1.35% | 94,465,000 | Jun 30, 2024 |
BLACKROCK INC. | 6.31% | 0.00% | 5,131,867 | -185,267 | -3.48% | 85,394,265 | Jun 30, 2024 |
CHAMPLAIN INVESTMENT PARTNERS, LLC | 6.29% | 0.52% | 5,120,675 | -30,715 | -0.60% | 85,208,032 | Jun 30, 2024 |
NEUBERGER BERMAN GROUP LLC | 5.02% | 0.06% | 4,085,086 | -438,018 | -9.68% | 67,975,833 | Jun 30, 2024 |
JPMORGAN CHASE & CO | 4.82% | 0.01% | 3,919,008 | -245,731 | -5.90% | 65,212,294 | Jun 30, 2024 |
MILLENNIUM MANAGEMENT LLC | 4.61% | 0.03% | 3,749,704 | -439,363 | -10.49% | 62,395,075 | Jun 30, 2024 |
BAMCO INC /NY/ | 3.99% | 0.15% | 3,250,000 | - | - | 54,080,000 | Jun 30, 2024 |
COPELAND CAPITAL MANAGEMENT, LLC | 3.75% | 0.95% | 3,053,204 | 19,279 | 0.64% | 50,805,310 | Jun 30, 2024 |
DF DENT & CO INC | 3.74% | 0.65% | 3,043,010 | -628,791 | -17.12% | 50,635,685 | Jun 30, 2024 |
AMERIPRISE FINANCIAL INC | 3.58% | 0.01% | 2,914,089 | 748,101 | 34.54% | 48,490,487 | Jun 30, 2024 |
JENNISON ASSOCIATES LLC | 2.56% | 0.02% | 2,086,678 | 755,097 | 56.71% | 34,722,322 | Jun 30, 2024 |
STATE STREET CORP | 1.97% | 0.00% | 1,606,093 | 11,823 | 0.74% | 26,850,778,000 | Jun 30, 2024 |
GEODE CAPITAL MANAGEMENT, LLC | 1.84% | 0.00% | 1,500,911 | -17,408 | -1.15% | 24,980,565 | Jun 30, 2024 |
GW&K INVESTMENT MANAGEMENT, LLC | 1.71% | 0.21% | 1,389,995 | 309,046 | 28.59% | 23,130,000 | Jun 30, 2024 |
VICTORY CAPITAL MANAGEMENT INC | 1.52% | 0.02% | 1,238,425 | 223,462 | 22.02% | 20,607,392 | Jun 30, 2024 |
DIMENSIONAL FUND ADVISORS LP | 1.46% | 0.01% | 1,190,524 | -53,120 | -4.27% | 19,810,890 | Jun 30, 2024 |
GOLDMAN SACHS GROUP INC | 1.19% | 0.00% | 969,603 | -38,010 | -3.77% | 16,134,193 | Jun 30, 2024 |
NORTHERN TRUST CORP | 1.19% | 0.00% | 964,843 | 1,150 | 0.12% | 16,054,988,000 | Jun 30, 2024 |
MARSHALL WACE, LLP | 1.00% | 0.02% | 812,646 | -162,958 | -16.70% | 13,522,430 | Jun 30, 2024 |
Institutional Shareholders by % of Total Assets
Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
---|---|---|---|---|---|---|---|
COPELAND CAPITAL MANAGEMENT, LLC | 3.75% | 0.95% | 3,053,204 | 19,279 | 0.64% | 50,805,310 | Jun 30, 2024 |
SELECT ASSET MANAGEMENT & TRUST | 0.14% | 0.78% | 118,038 | - | - | 1,964,000 | Jun 30, 2024 |
OUTFITTER FINANCIAL LLC | 0.07% | 0.74% | 53,735 | -30 | -0.06% | 894,150 | Jun 30, 2024 |
DF DENT & CO INC | 3.74% | 0.65% | 3,043,010 | -628,791 | -17.12% | 50,635,685 | Jun 30, 2024 |
EMERALD MUTUAL FUND ADVISERS TRUST | 0.78% | 0.55% | 633,933 | - | - | 10,548,645 | Jun 30, 2024 |
EMERALD ADVISERS, LLC | 0.93% | 0.53% | 752,957 | -43,836 | -5.50% | 12,529,204 | Jun 30, 2024 |
CHAMPLAIN INVESTMENT PARTNERS, LLC | 6.29% | 0.52% | 5,120,675 | -30,715 | -0.60% | 85,208,032 | Jun 30, 2024 |
GRATUS CAPITAL LLC | 0.72% | 0.39% | 583,117 | 17,130 | 3.03% | 9,703,067 | Jun 30, 2024 |
READYSTATE ASSET MANAGEMENT LP | 0.66% | 0.29% | 538,766 | -675,965 | -55.65% | 8,965,066 | Jun 30, 2024 |
GW&K INVESTMENT MANAGEMENT, LLC | 1.71% | 0.21% | 1,389,995 | 309,046 | 28.59% | 23,130,000 | Jun 30, 2024 |
PICTON MAHONEY ASSET MANAGEMENT | 0.40% | 0.21% | 325,810 | 325,810 | 100.00% | 5,422,000 | Jun 30, 2024 |
BEACON INVESTMENT ADVISORS LLC | 0.03% | 0.21% | 24,102 | -264 | -1.08% | 401,051 | Jun 30, 2024 |
CASTLEARK MANAGEMENT LLC | 0.32% | 0.17% | 257,170 | 257,170 | 100.00% | 4,279,309 | Jun 30, 2024 |
LEGACY WEALTH ASSET MANAGEMENT, LLC | 0.04% | 0.17% | 35,994 | 10,080 | 38.90% | 598,940 | Jun 30, 2024 |
BAMCO INC /NY/ | 3.99% | 0.15% | 3,250,000 | - | - | 54,080,000 | Jun 30, 2024 |
VESTCOR INC | 0.33% | 0.15% | 265,700 | -40,600 | -13.26% | 4,421,000 | Jun 30, 2024 |
MQS MANAGEMENT LLC | 0.01% | 0.11% | 11,249 | 11,249 | 100.00% | 187,183 | Jun 30, 2024 |
ENTRYPOINT CAPITAL, LLC | 0.01% | 0.11% | 4,607 | 4,607 | 100.00% | 76,660 | Jun 30, 2024 |
DYNAMIC TECHNOLOGY LAB PRIVATE LTD | 0.07% | 0.11% | 59,569 | 59,569 | 100.00% | 991,000 | Jun 30, 2024 |
GSA CAPITAL PARTNERS LLP | 0.10% | 0.10% | 82,961 | 82,961 | 100.00% | 1,380,000 | Jun 30, 2024 |
Institutional Buyers
Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
---|---|---|---|---|---|---|---|
JENNISON ASSOCIATES LLC | 2.56% | 0.02% | 2,086,678 | 755,097 | 56.71% | 34,722,322 | Jun 30, 2024 |
AMERIPRISE FINANCIAL INC | 3.58% | 0.01% | 2,914,089 | 748,101 | 34.54% | 48,490,487 | Jun 30, 2024 |
VANGUARD GROUP INC | 8.47% | 0.00% | 6,897,388 | 512,060 | 8.02% | 114,772,536 | Jun 30, 2024 |
PICTON MAHONEY ASSET MANAGEMENT | 0.40% | 0.21% | 325,810 | 325,810 | 100.00% | 5,422,000 | Jun 30, 2024 |
GW&K INVESTMENT MANAGEMENT, LLC | 1.71% | 0.21% | 1,389,995 | 309,046 | 28.59% | 23,130,000 | Jun 30, 2024 |
MORGAN STANLEY | 0.86% | 0.00% | 696,481 | 297,848 | 74.72% | 11,589,467 | Jun 30, 2024 |
CASTLEARK MANAGEMENT LLC | 0.32% | 0.17% | 257,170 | 257,170 | 100.00% | 4,279,309 | Jun 30, 2024 |
VICTORY CAPITAL MANAGEMENT INC | 1.52% | 0.02% | 1,238,425 | 223,462 | 22.02% | 20,607,392 | Jun 30, 2024 |
MERCER GLOBAL ADVISORS INC /ADV | 0.15% | - | 119,043 | 119,043 | 100.00% | 9,064 | Jun 30, 2024 |
HRT FINANCIAL LP | 0.14% | 0.01% | 116,178 | 104,649 | 907.70% | 1,933,000 | Jun 30, 2024 |
BALYASNY ASSET MANAGEMENT L.P. | 0.11% | 0.00% | 88,802 | 88,802 | 100.00% | 1,477,665 | Jun 30, 2024 |
GSA CAPITAL PARTNERS LLP | 0.10% | 0.10% | 82,961 | 82,961 | 100.00% | 1,380,000 | Jun 30, 2024 |
EXODUSPOINT CAPITAL MANAGEMENT, LP | 0.12% | 0.01% | 100,345 | 82,831 | 472.94% | 1,670,000 | Jun 30, 2024 |
BAHL & GAYNOR INC | 0.29% | 0.02% | 239,961 | 74,633 | 45.14% | 3,992,951 | Jun 30, 2024 |
DYNAMIC TECHNOLOGY LAB PRIVATE LTD | 0.07% | 0.11% | 59,569 | 59,569 | 100.00% | 991,000 | Jun 30, 2024 |
BARCLAYS PLC | 0.56% | 0.00% | 457,710 | 55,620 | 13.83% | 7,616,000 | Jun 30, 2024 |
PRINCIPAL FINANCIAL GROUP INC | 0.07% | 0.00% | 54,939 | 54,939 | 100.00% | 914,186,000 | Jun 30, 2024 |
QUANTBOT TECHNOLOGIES LP | 0.08% | 0.05% | 66,667 | 53,680 | 413.34% | 1,109,339 | Jun 30, 2024 |
RENAISSANCE TECHNOLOGIES LLC | 0.07% | 0.00% | 53,500 | 53,500 | 100.00% | 890,240 | Jun 30, 2024 |
JEFFERIES FINANCIAL GROUP INC. | 0.06% | 0.01% | 49,022 | 49,022 | 100.00% | 815,726 | Jun 30, 2024 |
Institutional Sellers
Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
---|---|---|---|---|---|---|---|
READYSTATE ASSET MANAGEMENT LP | 0.66% | 0.29% | 538,766 | -675,965 | -55.65% | 8,965,066 | Jun 30, 2024 |
DF DENT & CO INC | 3.74% | 0.65% | 3,043,010 | -628,791 | -17.12% | 50,635,685 | Jun 30, 2024 |
MILLENNIUM MANAGEMENT LLC | 4.61% | 0.03% | 3,749,704 | -439,363 | -10.49% | 62,395,075 | Jun 30, 2024 |
NEUBERGER BERMAN GROUP LLC | 5.02% | 0.06% | 4,085,086 | -438,018 | -9.68% | 67,975,833 | Jun 30, 2024 |
POINT72 ASSET MANAGEMENT, L.P. | - | - | - | -404,319 | -100.00% | - | Jun 30, 2024 |
STATE OF WISCONSIN INVESTMENT BOARD | 0.06% | 0.00% | 49,528 | -261,241 | -84.06% | 824,146 | Jun 30, 2024 |
JPMORGAN CHASE & CO | 4.82% | 0.01% | 3,919,008 | -245,731 | -5.90% | 65,212,294 | Jun 30, 2024 |
BLACKROCK INC. | 6.31% | 0.00% | 5,131,867 | -185,267 | -3.48% | 85,394,265 | Jun 30, 2024 |
MARSHALL WACE, LLP | 1.00% | 0.02% | 812,646 | -162,958 | -16.70% | 13,522,430 | Jun 30, 2024 |
CLEARBRIDGE INVESTMENTS, LLC | 0.88% | 0.01% | 715,495 | -158,629 | -18.15% | 11,905,843 | Jun 30, 2024 |
FIRST TRUST ADVISORS LP | - | - | - | -140,662 | -100.00% | - | Jun 30, 2024 |
AMI ASSET MANAGEMENT CORP | 0.11% | 0.08% | 86,263 | -122,202 | -58.62% | 1,435,411 | Jun 30, 2024 |
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | - | - | - | -115,174 | -100.00% | - | Jun 30, 2024 |
T. ROWE PRICE INVESTMENT MANAGEMENT, INC. | 6.97% | 0.06% | 5,676,926 | -77,459 | -1.35% | 94,465,000 | Jun 30, 2024 |
PEAK6 INVESTMENTS LLC | 0.03% | 0.00% | 23,440 | -64,908 | -73.47% | 390,042 | Jun 30, 2024 |
VERITION FUND MANAGEMENT LLC | 0.29% | 0.02% | 238,712 | -55,953 | -18.99% | 3,972,168 | Jun 30, 2024 |
DIMENSIONAL FUND ADVISORS LP | 1.46% | 0.01% | 1,190,524 | -53,120 | -4.27% | 19,810,890 | Jun 30, 2024 |
STATE OF NEW JERSEY COMMON PENSION FUND D | 0.12% | 0.01% | 100,343 | -48,040 | -32.38% | 1,669,708 | Jun 30, 2024 |
EMERALD ADVISERS, LLC | 0.93% | 0.53% | 752,957 | -43,836 | -5.50% | 12,529,204 | Jun 30, 2024 |
VESTCOR INC | 0.33% | 0.15% | 265,700 | -40,600 | -13.26% | 4,421,000 | Jun 30, 2024 |
Institutional New positions
Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
---|---|---|---|---|---|---|---|
PICTON MAHONEY ASSET MANAGEMENT | 0.40% | 0.21% | 325,810 | 325,810 | 100.00% | 5,422,000 | Jun 30, 2024 |
CASTLEARK MANAGEMENT LLC | 0.32% | 0.17% | 257,170 | 257,170 | 100.00% | 4,279,309 | Jun 30, 2024 |
MERCER GLOBAL ADVISORS INC /ADV | 0.15% | - | 119,043 | 119,043 | 100.00% | 9,064 | Jun 30, 2024 |
BALYASNY ASSET MANAGEMENT L.P. | 0.11% | 0.00% | 88,802 | 88,802 | 100.00% | 1,477,665 | Jun 30, 2024 |
GSA CAPITAL PARTNERS LLP | 0.10% | 0.10% | 82,961 | 82,961 | 100.00% | 1,380,000 | Jun 30, 2024 |
DYNAMIC TECHNOLOGY LAB PRIVATE LTD | 0.07% | 0.11% | 59,569 | 59,569 | 100.00% | 991,000 | Jun 30, 2024 |
PRINCIPAL FINANCIAL GROUP INC | 0.07% | 0.00% | 54,939 | 54,939 | 100.00% | 914,186,000 | Jun 30, 2024 |
RENAISSANCE TECHNOLOGIES LLC | 0.07% | 0.00% | 53,500 | 53,500 | 100.00% | 890,240 | Jun 30, 2024 |
JEFFERIES FINANCIAL GROUP INC. | 0.06% | 0.01% | 49,022 | 49,022 | 100.00% | 815,726 | Jun 30, 2024 |
GRAHAM CAPITAL MANAGEMENT, L.P. | 0.06% | 0.02% | 47,324 | 47,324 | 100.00% | 787,471 | Jun 30, 2024 |
PETRUS TRUST COMPANY, LTA | 0.05% | 0.06% | 36,797 | 36,797 | 100.00% | 612,302 | Jun 30, 2024 |
MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 0.04% | 0.00% | 35,794 | 35,794 | 100.00% | 595,612 | Jun 30, 2024 |
COREBRIDGE FINANCIAL, INC. | 0.04% | 0.00% | 34,988 | 34,988 | 100.00% | 582,200 | Jun 30, 2024 |
AVANTAX ADVISORY SERVICES, INC. | 0.04% | 0.00% | 30,743 | 30,743 | 100.00% | 511,564 | Jun 30, 2024 |
SMITH GROUP ASSET MANAGEMENT, LLC | 0.03% | 0.03% | 21,815 | 21,815 | 100.00% | 363,002 | Jun 30, 2024 |
0.02% | 0.04% | 19,074 | 19,074 | 100.00% | 309,187 | Jun 30, 2024 | |
SCHONFELD STRATEGIC ADVISORS LLC | 0.02% | 0.00% | 18,714 | 18,714 | 100.00% | 311,399 | Jun 30, 2024 |
AIGEN INVESTMENT MANAGEMENT, LP | 0.02% | 0.05% | 14,974 | 14,974 | 100.00% | 249,167 | Jun 30, 2024 |
ATRIA INVESTMENTS, INC | 0.01% | 0.00% | 12,064 | 12,064 | 100.00% | 200,737 | Jun 30, 2024 |
CHOREO, LLC | 0.01% | 0.00% | 11,724 | 11,724 | 100.00% | 195,087 | Jun 30, 2024 |
MQS MANAGEMENT LLC | 0.01% | 0.11% | 11,249 | 11,249 | 100.00% | 187,183 | Jun 30, 2024 |
SG AMERICAS SECURITIES, LLC | 0.01% | 0.00% | 6,200 | 6,200 | 100.00% | 103,000 | Jun 30, 2024 |
0.01% | 0.00% | 5,100 | 5,100 | 100.00% | 84,863 | Jun 30, 2024 | |
CANADA PENSION PLAN INVESTMENT BOARD | 0.01% | 0.00% | 4,800 | 4,800 | 100.00% | 79,872 | Jun 30, 2024 |
FIFTH THIRD BANCORP | 0.00% | 0.00% | 2,665 | 2,665 | 100.00% | 44,346 | Jun 30, 2024 |
MACQUARIE GROUP LTD | 0.00% | - | 291 | 291 | 100.00% | 4,842 | Jun 30, 2024 |
TRIAD WEALTH PARTNERS, LLC | 0.00% | 0.00% | 247 | 247 | 100.00% | 4,110 | Jun 30, 2024 |
FINANCIAL NETWORK WEALTH ADVISORS LLC | 0.00% | 0.00% | 176 | 176 | 100.00% | 2,929 | Jun 30, 2024 |
WHITTIER TRUST CO | 0.00% | - | 152 | 152 | 100.00% | 2,527 | Jun 30, 2024 |
FARTHER FINANCE ADVISORS, LLC | 0.00% | - | 47 | 47 | 100.00% | 782 | Jun 30, 2024 |
Institutional Sold Out
Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
---|---|---|---|---|---|---|---|
POINT72 ASSET MANAGEMENT, L.P. | - | - | - | -404,319 | -100.00% | - | Jun 30, 2024 |
FIRST TRUST ADVISORS LP | - | - | - | -140,662 | -100.00% | - | Jun 30, 2024 |
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | - | - | - | -115,174 | -100.00% | - | Jun 30, 2024 |
AMERICAN INTERNATIONAL GROUP, INC. | - | - | - | -35,507 | -100.00% | - | Jun 30, 2024 |
AQR ARBITRAGE LLC | - | - | - | -35,000 | -100.00% | - | Jun 30, 2024 |
NORDEN GROUP LLC | - | - | - | -33,627 | -100.00% | - | Jun 30, 2024 |
MIRAE ASSET GLOBAL INVESTMENTS CO., LTD. | - | - | - | -28,306 | -100.00% | - | Jun 30, 2024 |
DIVERSIFY ADVISORY SERVICES, LLC | - | - | - | -19,296 | -100.00% | - | Jun 30, 2024 |
PROSHARE ADVISORS LLC | - | - | - | -12,944 | -100.00% | - | Jun 30, 2024 |
WOLVERINE TRADING, LLC | - | - | - | -12,000 | -100.00% | - | Jun 30, 2024 |
PEAK6 INVESTMENTS LLC | - | - | - | -6,600 | -100.00% | - | Jun 30, 2024 |
METROPOLITAN LIFE INSURANCE CO/NY | - | - | - | -3,867 | -100.00% | - | Jun 30, 2024 |
WALLEYE CAPITAL LLC | - | - | - | -3,100 | -100.00% | - | Jun 30, 2024 |
FIRST MANHATTAN CO. LLC. | - | - | - | -775 | -100.00% | - | Jun 30, 2024 |
NELSON, VAN DENBURG & CAMPBELL WEALTH MANAGEMENT GROUP, LLC | - | - | - | -536 | -100.00% | - | Jun 30, 2024 |
CORECAP ADVISORS, LLC | - | - | - | -484 | -100.00% | - | Jun 30, 2024 |
PARK PLACE CAPITAL CORP | - | - | - | -175 | -100.00% | - | Jun 30, 2024 |
IFP ADVISORS, INC | - | - | - | -90 | -100.00% | - | Jun 30, 2024 |
QUEST PARTNERS LLC | - | - | - | -75 | -100.00% | - | Jun 30, 2024 |
MASSMUTUAL TRUST CO FSB/ADV | - | - | - | -26 | -100.00% | - | Jun 30, 2024 |
ROTHSCHILD INVESTMENT LLC | - | - | - | -5 | -100.00% | - | Jun 30, 2024 |
Utz Brands Mutual Fund Holders
Name | % Total Assets | Total Shares | Change Amount | Change % | Date |
---|---|---|---|---|---|
Papp Investment Trust | 1.86% | 24,000 | - | - | Feb 29, 2024 |
Copeland Trust | 0.62% | 35,126 | - | - | Feb 29, 2024 |
T. Rowe Price Small-Cap Stock Fund, Inc. | 0.49% | 1,791,401 | 131,948 | 7.95% | Mar 31, 2024 |
BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) | 0.46% | 3,250,000 | - | - | Mar 31, 2024 |
NEIMAN FUNDS | 0.45% | 71,200 | -127,700 | -64.20% | Mar 31, 2024 |
FORUM FUNDS | 0.34% | 777,049 | -39,848 | -4.88% | Mar 31, 2024 |
STATE STREET INSTITUTIONAL FUNDS | 0.32% | 252,930 | -60,955 | -19.42% | Mar 31, 2024 |
NEUBERGER BERMAN EQUITY FUNDS | 0.29% | 2,863,124 | -35,924 | -1.24% | Feb 29, 2024 |
PRUDENTIAL JENNISON BLEND FUND, INC. | 0.18% | 111,408 | -22,000 | -16.49% | Feb 29, 2024 |
EntrepreneurShares Series Trust | 0.15% | 40,502 | - | - | Dec 31, 2023 |
T. Rowe Price Small-Cap Value Fund, Inc. | 0.11% | 873,000 | -16,224 | -1.82% | Mar 31, 2024 |
VANGUARD VALLEY FORGE FUNDS | 0.09% | 46,761 | - | - | Mar 31, 2024 |
VICTORY VARIABLE INSURANCE FUNDS | 0.09% | 45,020 | 45,020 | - | Mar 31, 2024 |
T. Rowe Price Equity Funds, Inc. | 0.08% | 835,350 | 64,476 | 8.36% | Mar 31, 2024 |
SARATOGA ADVANTAGE TRUST | 0.05% | 2,893 | - | - | Feb 29, 2024 |
LKCM Funds | 0.04% | 139,223 | - | - | Mar 31, 2024 |
FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND | 0.03% | 135,295 | 112,302 | 488.42% | Jan 31, 2024 |
GOLDMAN SACHS VARIABLE INSURANCE TRUST | 0.03% | 142,087 | - | - | Mar 31, 2024 |
Humankind Benefit Corp | 0.03% | 693 | 77 | 12.50% | Dec 31, 2023 |
NEUBERGER BERMAN ALTERNATIVE FUNDS | 0.03% | 388,999 | - | - | Jan 31, 2024 |
Zacks Trust | 0.02% | 2,086 | - | - | Feb 29, 2024 |
BNY Mellon Strategic Funds, Inc. | 0.02% | 47,235 | - | - | Mar 31, 2024 |
QUANTITATIVE MASTER SERIES LLC | 0.02% | 125,965 | -5,324 | -4.06% | Mar 31, 2024 |
DEUTSCHE DWS INVESTMENTS VIT FUNDS | 0.02% | 10,500 | -516 | -4.68% | Mar 31, 2024 |
Weiss Strategic Interval Fund | 0.01% | 47,808 | 47,808 | - | Sep 30, 2022 |
VANGUARD INDEX FUNDS | 0.01% | 5,244,732 | -1,406,730 | -21.15% | Mar 31, 2024 |
VICTORY PORTFOLIOS | 0.01% | 334,980 | 334,980 | - | Mar 31, 2024 |
OLD WESTBURY FUNDS INC | 0.01% | 1,315,000 | - | - | Jan 31, 2024 |
Guardian Variable Products Trust | 0.01% | 143,304 | -7,800 | -5.16% | Mar 31, 2024 |
AMG FUNDS | 0.01% | 244,193 | -9,200 | -3.63% | Mar 28, 2024 |
FIRST TRUST EXCHANGE-TRADED FUND | 0.01% | 69,987 | - | - | Mar 31, 2024 |
Forethought Variable Insurance Trust | 0.01% | 29,950 | - | - | Mar 28, 2024 |
TIAA SEPARATE ACCOUNT VA 1 | 0.01% | 1,426 | - | - | Mar 31, 2024 |
T. Rowe Price Spectrum Funds II, Inc. | 0.01% | 79,727 | 4,337 | 5.75% | Feb 29, 2024 |
SCHWAB CAPITAL TRUST | 0.00% | 197,270 | 5 | 0.00% | Jan 31, 2024 |
FINANCIAL INVESTORS TRUST | 0.00% | 334,793 | -52,174 | -13.48% | Jan 31, 2024 |
FIDELITY COVINGTON TRUST | 0.00% | 76,624 | -3,564 | -4.44% | Jan 31, 2024 |
TIMOTHY PLAN | 0.00% | 19,161 | 2,574 | 15.52% | Mar 31, 2024 |
DRIEHAUS MUTUAL FUNDS | 0.00% | 34,214 | - | - | Mar 28, 2024 |
Ivy Variable Insurance Portfolios | 0.00% | 77,164 | - | - | Mar 28, 2024 |
FIDELITY CONCORD STREET TRUST | 0.00% | 616,172 | 37,063 | 6.40% | Feb 29, 2024 |
JPMorgan Trust I | 0.00% | 3,269,061 | - | - | Jan 31, 2024 |
Calvert Variable Products, Inc. | 0.00% | 7,158 | - | - | Mar 31, 2024 |
Advisors' Inner Circle Fund II | 0.00% | 2,280,000 | - | - | Jan 31, 2024 |
Intrepid Capital Management Funds Trust | 0.00% | 31,830 | - | - | Mar 31, 2024 |
Fidelity Commonwealth Trust II | 0.00% | 16,163 | - | - | Aug 31, 2023 |
Series Portfolios Trust | 0.00% | 14,642 | 11,835 | 421.62% | Jan 31, 2024 |
VANGUARD WORLD FUND | 0.00% | 533,148 | -19,656 | -3.56% | Feb 29, 2024 |
Voya INVESTORS TRUST | 0.00% | 117,157 | -18,314 | -13.52% | Mar 31, 2024 |
ALLSPRING FUNDS TRUST | 0.00% | 935,100 | - | - | Jan 31, 2024 |
STATE STREET VARIABLE INSURANCE SERIES FUNDS INC | 0.00% | 9,342 | -1,595 | -14.58% | Mar 31, 2024 |
Managed Portfolio Series | 0.00% | 32,394 | - | - | Jan 31, 2024 |
Listed Funds Trust | 0.00% | 7,134 | - | - | Mar 31, 2024 |
LEGG MASON PARTNERS INVESTMENT TRUST | 0.00% | 68,400 | - | - | Mar 28, 2024 |
Ultimus Managers Trust | 0.00% | 14,250 | - | - | Feb 29, 2024 |
VANGUARD INSTITUTIONAL INDEX FUNDS | 0.00% | 36,769 | -8,734 | -19.19% | Mar 31, 2024 |
T. Rowe Price Equity Series, Inc. | 0.00% | 1,851 | 98 | 5.59% | Mar 31, 2024 |
PENN SERIES FUNDS INC | 0.00% | 27,993 | -4,286 | -13.28% | Mar 28, 2024 |
Dimensional ETF Trust | 0.00% | 408,635 | 87,188 | 27.12% | Jan 31, 2024 |
IVY FUNDS | 0.00% | 304,665 | - | - | Mar 28, 2024 |
ADVISORS' INNER CIRCLE FUND | 0.00% | 21,900 | - | - | Jan 31, 2024 |
PRUDENTIAL SERIES FUND | 0.00% | 68,903 | - | - | Mar 28, 2024 |
T. Rowe Price Index Trust, Inc. | 0.00% | 19,865 | 419 | 2.15% | Mar 31, 2024 |
FIRST TRUST EXCHANGE-TRADED FUND VI | 0.00% | 4,201 | -443 | -9.54% | Mar 31, 2024 |
Voya VARIABLE PORTFOLIOS INC | 0.00% | 24,094 | -5,456 | -18.46% | Mar 31, 2024 |
CLEARWATER INVESTMENT TRUST | 0.00% | 7,074 | 7,074 | - | Mar 28, 2024 |
Global X Funds | 0.00% | 31,774 | - | - | Jan 31, 2024 |
LAZARD FUNDS INC | 0.00% | 27,146 | - | - | Mar 31, 2024 |
SCHWAB STRATEGIC TRUST | 0.00% | 353,956 | 7,589 | 2.19% | Feb 29, 2024 |
MORGAN STANLEY PATHWAY FUNDS | 0.00% | 58,885 | - | - | Feb 29, 2024 |
Natixis Funds Trust II | 0.00% | 68,810 | - | - | Feb 29, 2024 |
AMERICAN CENTURY ETF TRUST | 0.00% | 55,009 | 27,117 | 97.22% | Feb 29, 2024 |
DFA INVESTMENT DIMENSIONS GROUP INC | 0.00% | 477,164 | -101,182 | -17.50% | Jan 31, 2024 |
INVESCO EXCHANGE-TRADED FUND TRUST | 0.00% | 35,106 | 36 | 0.10% | Jan 31, 2024 |
STATE STREET INSTITUTIONAL INVESTMENT TRUST | 0.00% | 25,500 | -4,800 | -15.84% | Mar 31, 2024 |
THRIVENT MUTUAL FUNDS | 0.00% | 35,818 | - | - | Mar 28, 2024 |
VARIABLE INSURANCE PRODUCTS FUND II | 0.00% | 3,917 | 245 | 6.67% | Mar 31, 2024 |
TIAA-CREF LIFE FUNDS | 0.00% | 803 | - | - | Mar 31, 2024 |
Brighthouse Funds Trust II | 0.00% | 264,513 | -4,609 | -1.71% | Mar 31, 2024 |
NATIONWIDE MUTUAL FUNDS | 0.00% | 35,239 | -10,662 | -23.23% | Jan 31, 2024 |
HC CAPITAL TRUST | 0.00% | 8,399 | - | - | Mar 31, 2024 |
J.P. Morgan Exchange-Traded Fund Trust | 0.00% | 106,672 | 1,867 | 1.78% | Jan 31, 2024 |
NORTHERN FUNDS | 0.00% | 30,878 | -579 | -1.84% | Mar 28, 2024 |
Goldman Sachs ETF Trust | 0.00% | 19,070 | 6,454 | 51.16% | Feb 29, 2024 |
MORGAN STANLEY INSTITUTIONAL FUND INC | 0.00% | 11,417 | - | - | Mar 31, 2024 |
VANGUARD SCOTTSDALE FUNDS | 0.00% | 330,813 | 40,656 | 14.01% | Feb 29, 2024 |
BNY Mellon ETF Trust | 0.00% | 3,963 | 3,963 | - | Jan 31, 2024 |
RYDEX SERIES FUNDS | 0.00% | 658 | - | - | Dec 31, 2023 |
NORTHERN LIGHTS FUND TRUST III | 0.00% | 1,859 | - | - | Jan 31, 2024 |
EQ ADVISORS TRUST | 0.00% | 180,149 | -41,492 | -18.72% | Mar 31, 2024 |
iSHARES TRUST | 0.00% | 2,469,981 | -155,164 | -5.91% | Mar 31, 2024 |
THRIVENT SERIES FUND INC | 0.00% | 15,314 | - | - | Mar 28, 2024 |
Victory Portfolios II | 0.00% | 6,471 | - | - | Mar 31, 2024 |
LAZARD RETIREMENT SERIES INC | 0.00% | 28,142 | - | - | Mar 31, 2024 |
ADVANCED SERIES TRUST | 0.00% | 379,692 | 116,388 | 44.20% | Mar 28, 2024 |
WisdomTree Trust | 0.00% | 211,874 | -1,529 | -0.72% | Mar 31, 2024 |
Invesco Exchange-Traded Self-Indexed Fund Trust | 0.00% | 21,688 | - | - | Feb 29, 2024 |
VALIC Co I | 0.00% | 27,649 | -112 | -0.40% | Feb 29, 2024 |
FLEXSHARES TRUST | 0.00% | 7,181 | -172 | -2.34% | Jan 31, 2024 |
Bridge Builder Trust | 0.00% | 406,758 | 393,503 | 2968.71% | Mar 31, 2024 |
Utz Brands Institutional Ownership Trends
Institutional Holdings Trend
Date | Holdings | Change % |
---|---|---|
30 Jun, 24 | 97 | -52.91% |
31 Mar, 24 | 206 | -2.83% |
31 Dec, 23 | 212 | 10.99% |
30 Sep, 23 | 191 | -1.04% |
30 Jun, 23 | 193 | -5.39% |
31 Mar, 23 | 204 | 9.68% |
31 Dec, 22 | 186 | 3.33% |
30 Sep, 22 | 180 | 7.78% |
30 Jun, 22 | 167 | -7.73% |
31 Mar, 22 | 181 | 18.30% |
31 Dec, 21 | 153 | 7.75% |
30 Sep, 21 | 142 | -14.46% |
30 Jun, 21 | 166 | 19.42% |
31 Mar, 21 | 139 | 10.32% |
31 Dec, 20 | 126 | 34.04% |
30 Sep, 20 | 94 | 9300.00% |
30 Jun, 20 | 1 | - |
31 Mar, 20 | 1 | - |
31 Dec, 19 | 1 | - |
30 Sep, 19 | 1 | - |
30 Jun, 19 | 1 | - |
31 Mar, 19 | 1 | - |
Shares Outstanding Trend
Date | Shares Outstanding | Change % |
---|---|---|
30 Jun, 24 | 15,135,140 | -79.57% |
31 Mar, 24 | 74,092,213 | 4.71% |
31 Dec, 23 | 70,758,659 | 1.00% |
30 Sep, 23 | 70,055,007 | 3.34% |
30 Jun, 23 | 67,789,836 | 1.77% |
31 Mar, 23 | 66,612,555 | 4.83% |
31 Dec, 22 | 63,543,002 | -2.82% |
30 Sep, 22 | 65,389,165 | 3.49% |
30 Jun, 22 | 63,184,632 | 1.11% |
31 Mar, 22 | 62,491,343 | 3.40% |
31 Dec, 21 | 60,434,349 | 3.15% |
30 Sep, 21 | 58,586,518 | 3.88% |
30 Jun, 21 | 56,397,556 | 5.00% |
31 Mar, 21 | 53,714,069 | 13.57% |
31 Dec, 20 | 47,297,683 | 13.35% |
30 Sep, 20 | 41,726,761 | 9031666.45% |
30 Jun, 20 | 462 | - |
31 Mar, 20 | 462 | - |
31 Dec, 19 | 462 | - |
30 Sep, 19 | 462 | - |
30 Jun, 19 | 462 | - |
31 Mar, 19 | 462 | - |
Institutional Ownership Trend
Date | Ownership % | Change % |
---|---|---|
30 Jun, 24 | 18.60% | 0.22% |
31 Mar, 24 | 91.31% | 1.20% |
31 Dec, 23 | 87.20% | 1.17% |
30 Sep, 23 | 86.42% | 1.23% |
30 Jun, 23 | 83.71% | 1.24% |
31 Mar, 23 | 82.26% | 1.31% |
31 Dec, 22 | 79.34% | 1.21% |
30 Sep, 22 | 80.91% | 1.30% |
30 Jun, 22 | 78.81% | 1.25% |
31 Mar, 22 | 79.53% | 1.31% |
31 Dec, 21 | 77.91% | 1.34% |
30 Sep, 21 | 76.37% | 1.41% |
30 Jun, 21 | 73.72% | 1.47% |
31 Mar, 21 | 70.74% | 1.82% |
31 Dec, 20 | 62.29% | 1.12% |
30 Sep, 20 | 74.68% | 11289708062.50% |
30 Jun, 20 | 0.00% | 125000.00% |
31 Mar, 20 | 0.00% | 125000.00% |
31 Dec, 19 | 0.00% | 125000.00% |
30 Sep, 19 | 0.00% | 125000.00% |
30 Jun, 19 | 0.00% | 125000.00% |
31 Mar, 19 | 0.00% | - |
Institutional Increased Positions Trend
Date | Increased Positions | Change % |
---|---|---|
30 Jun, 24 | 48 | -54.72% |
31 Mar, 24 | 106 | -5.36% |
31 Dec, 23 | 112 | 3.70% |
30 Sep, 23 | 108 | - |
30 Jun, 23 | 108 | 3.85% |
31 Mar, 23 | 104 | 8.33% |
31 Dec, 22 | 96 | 1.05% |
30 Sep, 22 | 95 | 4.40% |
30 Jun, 22 | 91 | -14.95% |
31 Mar, 22 | 107 | 24.42% |
31 Dec, 21 | 86 | 19.44% |
30 Sep, 21 | 72 | -23.40% |
30 Jun, 21 | 94 | 16.05% |
31 Mar, 21 | 81 | -2.41% |
31 Dec, 20 | 83 | -2.35% |
30 Sep, 20 | 85 | - |
30 Jun, 20 | - | - |
31 Mar, 20 | - | - |
31 Dec, 19 | - | - |
30 Sep, 19 | - | - |
30 Jun, 19 | - | -100.00% |
31 Mar, 19 | 1 | - |
Institutional Reduced Positions Trend
Date | Reduced Positions | Change % |
---|---|---|
30 Jun, 24 | 33 | -45.90% |
31 Mar, 24 | 61 | -11.59% |
31 Dec, 23 | 69 | 46.81% |
30 Sep, 23 | 47 | 9.30% |
30 Jun, 23 | 43 | -28.33% |
31 Mar, 23 | 60 | 13.21% |
31 Dec, 22 | 53 | 8.16% |
30 Sep, 22 | 49 | 32.43% |
30 Jun, 22 | 37 | -19.57% |
31 Mar, 22 | 46 | 6.98% |
31 Dec, 21 | 43 | 16.22% |
30 Sep, 21 | 37 | -7.50% |
30 Jun, 21 | 40 | 21.21% |
31 Mar, 21 | 33 | 43.48% |
31 Dec, 20 | 23 | - |
30 Sep, 20 | - | - |
30 Jun, 20 | - | - |
31 Mar, 20 | - | - |
31 Dec, 19 | - | - |
30 Sep, 19 | - | - |
30 Jun, 19 | - | - |
31 Mar, 19 | - | - |
All Institutional Ownership Trend Data
Date | Holdings | Change % | Shares Outstanding | Change % | Ownership % | Change % | Increased Positions | Change % | Reduced Positions | Change % |
---|---|---|---|---|---|---|---|---|---|---|
30 Jun, 24 | 97 | -52.91% | 15,135,140 | -79.57% | 18.60% | 0.22% | 48 | -54.72% | 33 | -45.90% |
31 Mar, 24 | 206 | -2.83% | 74,092,213 | 4.71% | 91.31% | 1.20% | 106 | -5.36% | 61 | -11.59% |
31 Dec, 23 | 212 | 10.99% | 70,758,659 | 1.00% | 87.20% | 1.17% | 112 | 3.70% | 69 | 46.81% |
30 Sep, 23 | 191 | -1.04% | 70,055,007 | 3.34% | 86.42% | 1.23% | 108 | - | 47 | 9.30% |
30 Jun, 23 | 193 | -5.39% | 67,789,836 | 1.77% | 83.71% | 1.24% | 108 | 3.85% | 43 | -28.33% |
31 Mar, 23 | 204 | 9.68% | 66,612,555 | 4.83% | 82.26% | 1.31% | 104 | 8.33% | 60 | 13.21% |
31 Dec, 22 | 186 | 3.33% | 63,543,002 | -2.82% | 79.34% | 1.21% | 96 | 1.05% | 53 | 8.16% |
30 Sep, 22 | 180 | 7.78% | 65,389,165 | 3.49% | 80.91% | 1.30% | 95 | 4.40% | 49 | 32.43% |
30 Jun, 22 | 167 | -7.73% | 63,184,632 | 1.11% | 78.81% | 1.25% | 91 | -14.95% | 37 | -19.57% |
31 Mar, 22 | 181 | 18.30% | 62,491,343 | 3.40% | 79.53% | 1.31% | 107 | 24.42% | 46 | 6.98% |
31 Dec, 21 | 153 | 7.75% | 60,434,349 | 3.15% | 77.91% | 1.34% | 86 | 19.44% | 43 | 16.22% |
30 Sep, 21 | 142 | -14.46% | 58,586,518 | 3.88% | 76.37% | 1.41% | 72 | -23.40% | 37 | -7.50% |
30 Jun, 21 | 166 | 19.42% | 56,397,556 | 5.00% | 73.72% | 1.47% | 94 | 16.05% | 40 | 21.21% |
31 Mar, 21 | 139 | 10.32% | 53,714,069 | 13.57% | 70.74% | 1.82% | 81 | -2.41% | 33 | 43.48% |
31 Dec, 20 | 126 | 34.04% | 47,297,683 | 13.35% | 62.29% | 1.12% | 83 | -2.35% | 23 | - |
30 Sep, 20 | 94 | 9300.00% | 41,726,761 | 9031666.45% | 74.68% | 11289708062.50% | 85 | - | - | - |
30 Jun, 20 | 1 | - | 462 | - | 0.00% | 125000.00% | - | - | - | - |
31 Mar, 20 | 1 | - | 462 | - | 0.00% | 125000.00% | - | - | - | - |
31 Dec, 19 | 1 | - | 462 | - | 0.00% | 125000.00% | - | - | - | - |
30 Sep, 19 | 1 | - | 462 | - | 0.00% | 125000.00% | - | - | - | - |
30 Jun, 19 | 1 | - | 462 | - | 0.00% | 125000.00% | - | -100.00% | - | - |
31 Mar, 19 | 1 | - | 462 | - | 0.00% | - | 1 | - | - | - |
Utz Brands Insider Shareholders Trades
Open Market Insider Trades
Open Market Insider Buys
Insider Sells
All Insider Owners Trades
Utz Brands Insider Ownership Trends
All Insider Trades Trend
Date | Buy | Sell | Buy/Sell Ratio |
---|---|---|---|
Q3 2024 | 4 | 4 | 100.00% |
Q2 2024 | 27 | 8 | 337.50% |
Q1 2024 | 18 | 23 | 78.26% |
Q4 2023 | 10 | 21 | 47.62% |
Q3 2023 | 1 | - | - |
Q2 2023 | 17 | 2 | 850.00% |
Q1 2023 | 17 | 9 | 188.89% |
Q4 2022 | 14 | 12 | 116.67% |
Q3 2022 | - | 1 | - |
Q2 2022 | 20 | 3 | 666.67% |
Q1 2022 | 27 | 14 | 192.86% |
Q4 2021 | 9 | 46 | 19.57% |
Q3 2021 | 7 | 4 | 175.00% |
Q2 2021 | 11 | - | - |
Q1 2021 | 3 | 3 | 100.00% |
Q4 2020 | 14 | 20 | 70.00% |
Q3 2020 | 39 | 12 | 325.00% |
Q4 2018 | 1 | 6 | 16.67% |
Q3 2009 | 1 | 1 | 100.00% |
Open Market Insider Trades Trend
Date | Buy | Sell | Buy/Sell Ratio |
---|---|---|---|
Q3 2024 | 2 | - | - |
Q2 2024 | - | 8 | - |
Q1 2024 | - | 15 | - |
Q4 2023 | 3 | - | - |
Q3 2023 | - | - | - |
Q2 2023 | 1 | 2 | 50.00% |
Q1 2023 | - | 2 | - |
Q4 2022 | 1 | 5 | 20.00% |
Q3 2022 | - | 1 | - |
Q2 2022 | 3 | - | - |
Q1 2022 | 8 | - | - |
Q4 2021 | 2 | 45 | 4.44% |
Q3 2021 | 4 | - | - |
Q2 2021 | - | - | - |
Q1 2021 | - | - | - |
Q4 2020 | - | - | - |
Q3 2020 | 2 | - | - |
Q4 2018 | - | - | - |
Q3 2009 | 1 | 1 | 100.00% |
Utz Brands Peer Ownership
Ticker | Company |
---|---|
THS | TreeHouse Foods, Inc. |
LANC | Lancaster Colony Corporation |
INGR | Ingredion Incorporated |
PPC | Pilgrim's Pride Corporation |
JJSF | J&J Snack Foods Corp. |
CENT | Central Garden & Pet Company |
NOMD | Nomad Foods Limited |
POST | Post Holdings, Inc. |
JBSS | John B. Sanfilippo & Son, Inc. |
SMPL | The Simply Good Foods Company |
BRBR | BellRing Brands, Inc. |
HAIN | The Hain Celestial Group, Inc. |
UTZ Ownership FAQ
Who Owns Utz Brands?
Utz Brands is owned by institutional shareholders (18.60%), insiders (17.19%), and public (64.21%). The largest institutional shareholder of Utz Brands is VANGUARD GROUP INC (8.47% of total shares) and the top mutual fund owner is Papp Investment Trust (1.86% of total shares).
Who are the major institutional shareholders of Utz Brands?
Utz Brands's major institutional shareholders are VANGUARD GROUP INC, T. ROWE PRICE INVESTMENT MANAGEMENT, INC., BLACKROCK INC., CHAMPLAIN INVESTMENT PARTNERS, LLC, and NEUBERGER BERMAN GROUP LLC. The top five shareholders own together 33.07% of the company's share outstanding.
How many Utz Brands shareholders are there?
As of Jun 2024, there are 97 institutional shareholders of Utz Brands.
What percentage of Utz Brands is owned by VANGUARD GROUP INC?
VANGUARD GROUP INC owns 6.9M shares of Utz Brands, representing 8.47% of the company's total shares outstanding, valued at $114.77M (as of Jun 2024).
What percentage of Utz Brands is owned by T. ROWE PRICE INVESTMENT MANAGEMENT, INC?
As of Jun 2024, T. ROWE PRICE INVESTMENT MANAGEMENT, INC holds 5.68M shares of Utz Brands (UTZ), compromising 6.97% of the company, valued at $94.46M.
What percentage of Utz Brands is owned by BLACKROCK INC?
BLACKROCK INC is the third largest holder of Utz Brands. The company owns 5.13M of the company's shares outstanding (worth $85.39M).