UTZ
Utz Brands, Inc. · Consumer Defensive · Packaged Foods
Momentum inputs (comparable managers):
holder breadth +30.0% ·
share flow -3.3% ·
net new positions +20.0%
— formula
Ownership fragmentation — more holders, smaller aggregate stake
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2024
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 92 | -2 | 50.92M | $392.63M | +6 | −9 |
| Q1 2026 | 98 | +3 | 51.79M | $409.90M | +8 | −5 |
| Q4 2025 | 95 | +3 | 59.62M | $622.60M | +3 | — |
| Q3 2025 | 14 | -2 | 41.60M | $505.51M | — | −2 |
| Q2 2025 | 13 | +1 | 24.70M | $310.14M | +1 | — |
| Q1 2025 | 9 | -2 | 6.03M | $84.88M | — | −2 |
| Q4 2024 | 11 | +4 | 6.76M | $106.02M | +4 | — |
| Q3 2024 | 6 | -3 | 5.16M | $91.42M | — | −3 |
| Q2 2024 | 9 | — | 6.53M | $108.59M | — | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Millennium Management ✦ | 2.74M | +9.4% | $42.94M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | State Street Global Advisors ✦ (passive) | 1.83M | — | $28.79M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Geode Capital Management ✦ (passive) | 1.56M | +0.9% | $24.47M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Geode Capital Management ✦ (passive) | 1.56M | +0.9% | $24.47M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Marshall Wace ✦ | 307.33K | -69.0% | $4.81M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 6 | D. E. Shaw & Co. ✦ | 89.08K | +250.8% | $1.40M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | D. E. Shaw & Co. ✦ | 89.08K | +250.8% | $1.40M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Renaissance Technologies ✦ | 80.10K | New | $1.25M | 0.0% | New | 1 | SEC ↗ |
| 9 | T. Rowe Price ✦ | 62.87K | +7.1% | $985,000 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Two Sigma Investments ✦ | 32.68K | New | $511,831 | 0.0% | New | 1 | SEC ↗ |
| 11 | Gotham Asset Management ✦ | 20.85K | -39.9% | $326,574 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 12 | AQR Capital Management ✦ | 17.94K | New | $280,941 | 0.0% | New | 1 | SEC ↗ |
| 13 | AQR Capital Management ✦ | 17.94K | New | $280,941 | 0.0% | New | 1 | SEC ↗ |
| 14 | AQR Capital Management ✦ | 17.94K | New | $280,941 | 0.0% | New | 1 | SEC ↗ |
| 15 | Citadel Advisors ✦ | 16.34K | New | $255,947 | 0.0% | New | 1 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Renaissance Technologies | $1.25M | 0.0% |
| Two Sigma Investments | $511,831 | 0.0% |
| AQR Capital Management | $280,941 | 0.0% |
| AQR Capital Management | $280,941 | 0.0% |
| AQR Capital Management | $280,941 | 0.0% |
| Citadel Advisors | $255,947 | 0.0% |
Exited
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 225 holders, 70.54M shares, $526.00M reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.