Utz Brands Ownership | Who Owns Utz Brands?
Utz Brands Ownership Summary
Utz Brands is owned by 86.37% institutional investors, 18.30% 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 | 86.37% | 18.30% | -4.67% |
| Sector | Consumer Defensive Stocks | 48.79% | 17.07% | 34.14% |
| Industry | Packaged Foods Stocks | 51.35% | 21.16% | 27.49% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Vanguard group | 7.68M | 8.90% | $79.72M |
| Blackrock funding, inc. /de | 6.12M | 6.93% | $47.15M |
| Blackrock | 5.13M | 6.31% | $85.39M |
| Copeland capital management | 3.96M | 4.48% | $30.48M |
| Jpmorgan chase | 3.47M | 3.93% | $27.15M |
| Vanguard capital management | 3.27M | 3.71% | $25.21M |
| Two sigma investments, lp | 2.42M | 2.73% | $18.60M |
| Colony group | 2.39M | 2.71% | $18.40M |
| Goldman sachs group | 2.09M | 2.37% | $16.13M |
| Geode capital management | 1.98M | 2.25% | $15.28M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Copeland capital management | 3.96M | 0.63% | $30.48M |
| Martin & co inc /tn/ | 487.86K | 0.59% | $3.76M |
| Nverses capital | 46.23K | 0.55% | $355.99K |
| Gratus capital | 583.12K | 0.39% | $9.70M |
| Night squared lp | 83.47K | 0.37% | $1.01M |
| Outfitter financial | 59.77K | 0.32% | $460.23K |
| Bridgefront capital | 139.41K | 0.28% | $1.07M |
| Ceredex value advisors | 1.21M | 0.26% | $9.30M |
| Systematic financial management lp | 1.64M | 0.25% | $12.62M |
| Select asset management & trust | 110.52K | 0.24% | $851.00K |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Goldman sachs group | 2.09M | 0.00% | 1.21M |
| Citadel advisors | 1.32M | 0.00% | 1.14M |
| Diamond hill capital management | 1.88M | 0.12% | 1.09M |
| Systematic financial management lp | 1.64M | 0.25% | 789.67K |
| Point72 asset management | 1.04M | 0.01% | 739.67K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Bamco inc /ny/ | - | - | -3.25M |
| Champlain investment partners | - | - | -2.95M |
| Alyeska investment group | - | - | -2.56M |
| Woodline partners lp | - | - | -1.64M |
| Balyasny asset management | 1.02M | 0.01% | -1.61M |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Sixth street partners management company | 696.37K | 0.00% | 696.37K | $5.36M |
| Martin & co inc /tn/ | 487.86K | 0.59% | 487.86K | $3.76M |
| Maverick capital | 253.47K | 0.02% | 253.47K | $1.95M |
| Renaissance | 161.60K | 0.00% | 161.60K | $1.24M |
| Inspire investing | 88.25K | 0.03% | 88.25K | $679.54K |
Sold Out
| Holder | Change |
|---|---|
| Bay harbor wealth management | -1.00 |
| Dunhill financial | -1.00 |
| Twin peaks wealth advisors | -1.00 |
| Dinuzzo private wealth | -1.00 |
| Hughes financial services | -1.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Jun 30, 2026 | 242 | 5.22% | 76,310,090 | 2.25% | 86 | 1.19% | 141 | 12.80% | 57 | -20.83% |
| 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% |
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% | - |
| Vanguard Total Stock Mkt Idx Inv | 2.28M | 2.57% | 63.60K |
| Vanguard US Total Market Shares ETF | 2.19M | 2.54% | - |
| Champlain Small Company Fund, LLC | 1.94M | 2.25% | -6.10K |
| JPM Small Cap Equity-MA | 1.81M | 2.04% | -482.16K |
| JPM US Small Cap Core-Composite | 1.81M | 2.04% | -482.16K |
| T. Rowe Price US Small-Cap Core Equity | 1.66M | 2.02% | -41.13K |
| T. Rowe Price Small-Cap Stock | 1.66M | 1.93% | -1.25K |
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 Q3 | - | - |
| 2026 Q2 | - | - |
| 2026 Q1 | - | - |
| 2025 Q4 | 16 | - |
| 2025 Q3 | - | 1 |
UTZ Ownership FAQ
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