Utz Brands Ownership | Who Owns Utz Brands?
Utz Brands Ownership Summary
Utz Brands is owned by 5.39% institutional investors, 17.32% insiders, and 77.29% retail investors. 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 | 5.39% | 17.32% | 77.29% |
| Sector | Consumer Defensive Stocks | 35.46% | 16.37% | 48.18% |
| Industry | Packaged Foods Stocks | 33.15% | 15.63% | 51.22% |
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 |
| T. rowe price investment management | 6.09M | 7.38% | $95.31M |
| Champlain investment partners | 5.21M | 6.32% | $81.56M |
| Blackrock | 5.13M | 6.31% | $85.39M |
| Blackrock funding, inc. /de | 5.19M | 6.29% | $81.25M |
| Neuberger berman group | 4.18M | 5.07% | $65.45M |
| Ameriprise financial | 4.11M | 4.99% | $64.38M |
| Copeland capital management | 3.12M | 3.78% | $48.82M |
| State street | 1.61M | 1.97% | $26.85M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Copeland capital management | 3.12M | 0.91% | $48.82M |
| Select asset management & trust | 118.04K | 0.72% | $1.85M |
| Outfitter financial | 52.23K | 0.65% | $817.92K |
| Champlain investment partners | 5.21M | 0.52% | $81.56M |
| Hussman strategic advisors | 84.00K | 0.39% | $1.32M |
| Gratus capital | 583.12K | 0.39% | $9.70M |
| Emerald advisers | 428.00K | 0.26% | $6.70M |
| Gsa capital partners llp | 219.56K | 0.25% | $3.44M |
| Df dent | 1.16M | 0.23% | $18.15M |
| Emerald mutual fund advisers trust | 217.01K | 0.21% | $3.40M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Jpmorgan chase | 7.92M | 0.01% | 1.18M |
| Ameriprise financial | 4.11M | 0.02% | 698.59K |
| Champlain investment partners | 5.21M | 0.52% | 620.20K |
| Ubs group | 1.10M | 0.00% | 522.68K |
| Goldman sachs group | 1.44M | 0.00% | 403.93K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Bamco inc /ny/ | - | - | -3.25M |
| Millennium management | 1.01M | 0.01% | -1.73M |
| Boston partners | - | - | -1.22M |
| Marshall wace, llp | 307.33K | 0.01% | -682.95K |
| Point72 asset management | - | - | -404.32K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Raymond james financial | 21.67K | 0.00% | 21.67K | $339.39K |
| Aqr capital management | 17.94K | 0.00% | 17.94K | $280.94K |
| Bnp paribas arbitrage, snc | 12.53K | 0.00% | 12.53K | $196.14K |
| Macquarie group | 291.00 | - | 291.00 | $4.84K |
| Spectrum wealth counsel | 50.00 | 0.00% | 50.00 | $783.00 |
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 |
| Smartleaf asset management | -36.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 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% |
| Mar 31, 2024 | 206 | -2.83% | 74,092,213 | 4.71% | 91 | 1.20% | 106 | -5.36% | 61 | -11.59% |
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 Small Cap Equity-MA | 3.19M | 3.70% | 60.34K |
| JPM US Small Cap Core-Composite | 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 | 2.65M | 3.07% | - |
| Champlain Small Company Fund, LLC | 2.53M | 2.94% | -16.45K |
| Vanguard Total Stock Mkt Idx Inv | 2.19M | 2.54% | - |
| Vanguard US Total Market Shares ETF | 2.19M | 2.54% | - |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| 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 |
| May 05, 2025 | Friedman Howard A | CEO | Buy | $75.26K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2025 Q2 | 6 | - |
| 2025 Q1 | 3 | 1 |
| 2024 Q4 | - | 2 |
| 2024 Q3 | 2 | - |
| 2024 Q2 | - | 8 |
UTZ Ownership FAQ
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