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Security record · archived quarter

UTZ

Utz Brands, Inc. · Consumer Defensive · Packaged Foods

14.25 +0.3% mkt cap $1.26B quote delayed (FMP) · as of Aug 25 22:08 UTC — separate from filing data below

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024
95Tracked holders
+3Δ holders
59.62MShares held
$622.60MReported value
+3New positions
−0Exits
Falling Conviction score 47/100 3 quarters of rising tracked shares ●●●○○○ How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth +3.3% · share flow -13.5% · net new positions +3.2%formula
Ownership fragmentation — more holders, smaller aggregate stake

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
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
Holder count
Who holds it · Q4 2025
#ManagerSharesΔ sharesValueTheir weightHeld
1 The Vanguard Group (passive) 7.68M +3.4% $79.72M 0.0% ▲ Add 3 SEC ↗
2 The Vanguard Group (passive) 7.68M +3.4% $79.72M 0.0% ▲ Add 3 SEC ↗
3 The Vanguard Group (passive) 7.68M +3.4% $79.72M 0.0% ▲ Add 3 SEC ↗
4 The Vanguard Group (passive) 7.68M +3.4% $79.72M 0.0% ▲ Add 3 SEC ↗
5 The Vanguard Group (passive) 7.68M +3.4% $79.72M 0.0% ▲ Add 3 SEC ↗
6 BlackRock (passive) 5.61M +1.9% $58.25M 0.0% ▲ Add 3 SEC ↗
7 BlackRock (passive) 5.61M +1.9% $58.25M 0.0% ▲ Add 3 SEC ↗
8 BlackRock (passive) 5.61M +1.9% $58.25M 0.0% ▲ Add 3 SEC ↗
9 BlackRock (passive) 5.61M +1.9% $58.25M 0.0% ▲ Add 3 SEC ↗
10 BlackRock (passive) 5.61M +1.9% $58.25M 0.0% ▲ Add 3 SEC ↗
11 BlackRock (passive) 5.61M +1.9% $58.25M 0.0% ▲ Add 3 SEC ↗
12 BlackRock (passive) 5.61M +1.9% $58.25M 0.0% ▲ Add 3 SEC ↗
13 BlackRock (passive) 5.61M +1.9% $58.25M 0.0% ▲ Add 3 SEC ↗
14 BlackRock (passive) 5.61M +1.9% $58.25M 0.0% ▲ Add 3 SEC ↗
15 BlackRock (passive) 5.61M +1.9% $58.25M 0.0% ▲ Add 3 SEC ↗
16 BlackRock (passive) 5.61M +1.9% $58.25M 0.0% ▲ Add 3 SEC ↗
17 BlackRock (passive) 5.61M +1.9% $58.25M 0.0% ▲ Add 3 SEC ↗
18 BlackRock (passive) 5.61M +1.9% $58.25M 0.0% ▲ Add 3 SEC ↗
19 JPMorgan Chase 5.49M -62.4% $57.01M 0.0% ▼ Trim 2 SEC ↗
20 JPMorgan Chase 5.49M -62.4% $57.01M 0.0% ▼ Trim 2 SEC ↗
21 JPMorgan Chase 5.49M -62.4% $57.01M 0.0% ▼ Trim 2 SEC ↗
22 JPMorgan Chase 5.49M -62.4% $57.01M 0.0% ▼ Trim 2 SEC ↗
23 JPMorgan Chase 5.49M -62.4% $57.01M 0.0% ▼ Trim 2 SEC ↗
24 JPMorgan Chase 5.49M -62.4% $57.01M 0.0% ▼ Trim 2 SEC ↗
25 JPMorgan Chase 5.49M -62.4% $57.01M 0.0% ▼ Trim 2 SEC ↗
26 Ameriprise Financial Inc 4.81M $49.98M 0.0% n/c 1 SEC ↗
27 Ameriprise Financial Inc 4.81M $49.98M 0.0% n/c 1 SEC ↗
28 Ameriprise Financial Inc 4.81M $49.98M 0.0% n/c 1 SEC ↗
29 Millennium Management 2.54M -41.9% $26.39M 0.0% ▼ Trim 7 SEC ↗
30 Alyeska Investment Group, L.P. 2.41M $25.07M 0.1% n/c 1 SEC ↗
31 Balyasny Asset Management L.P. 2.16M $22.43M 0.0% n/c 1 SEC ↗
32 Jennison Associates Llc 1.83M $19.00M 0.0% n/c 1 SEC ↗
33 Jennison Associates Llc 1.83M $19.00M 0.0% n/c 1 SEC ↗
34 Geode Capital Management (passive) 1.81M +2.0% $18.77M 0.0% ▲ Add 7 SEC ↗
35 Geode Capital Management (passive) 1.81M +2.0% $18.77M 0.0% ▲ Add 7 SEC ↗
36 Goldman Sachs Group 1.75M +37.3% $18.17M 0.0% ▲ Add 2 SEC ↗
37 Goldman Sachs Group 1.75M +37.3% $18.17M 0.0% ▲ Add 2 SEC ↗
38 Goldman Sachs Group 1.75M +37.3% $18.17M 0.0% ▲ Add 2 SEC ↗
39 State Street Global Advisors (passive) 1.69M -4.4% $17.60M 0.0% ▼ Trim 5 SEC ↗
40 Marshall Wace 1.66M +249.9% $17.22M 0.0% ▲ Add 7 SEC ↗
41 Marshall Wace 1.66M +249.9% $17.22M 0.0% ▲ Add 7 SEC ↗
42 Dimensional Fund Advisors Lp 1.64M $17.05M 0.0% n/c 1 SEC ↗
43 Dimensional Fund Advisors Lp 1.64M $17.05M 0.0% n/c 1 SEC ↗
44 Dimensional Fund Advisors Lp 1.64M $17.05M 0.0% n/c 1 SEC ↗
45 Dimensional Fund Advisors Lp 1.64M $17.05M 0.0% n/c 1 SEC ↗
46 Massachusetts Financial Services Co… 1.44M $14.96M 0.0% n/c 1 SEC ↗
47 Fidelity (FMR) 1.05M +75.4% $10.94M 0.0% ▲ Add 3 SEC ↗
48 Fidelity (FMR) 1.05M +75.4% $10.94M 0.0% ▲ Add 3 SEC ↗
49 Northern Trust Corp 1.01M $10.45M 0.0% n/c 1 SEC ↗
50 Northern Trust Corp 1.01M $10.45M 0.0% n/c 1 SEC ↗
51 Northern Trust Corp 1.01M $10.45M 0.0% n/c 1 SEC ↗
52 Northern Trust Corp 1.01M $10.45M 0.0% n/c 1 SEC ↗
53 Northern Trust Corp 1.01M $10.45M 0.0% n/c 1 SEC ↗
54 Morgan Stanley 996.01K +35.8% $10.34M 0.0% ▲ Add 2 SEC ↗
55 Morgan Stanley 996.01K +35.8% $10.34M 0.0% ▲ Add 2 SEC ↗
56 Morgan Stanley 996.01K +35.8% $10.34M 0.0% ▲ Add 2 SEC ↗
57 Morgan Stanley 996.01K +35.8% $10.34M 0.0% ▲ Add 2 SEC ↗
58 Morgan Stanley 996.01K +35.8% $10.34M 0.0% ▲ Add 2 SEC ↗
59 Morgan Stanley 996.01K +35.8% $10.34M 0.0% ▲ Add 2 SEC ↗
60 Morgan Stanley 996.01K +35.8% $10.34M 0.0% ▲ Add 2 SEC ↗
61 Morgan Stanley 996.01K +35.8% $10.34M 0.0% ▲ Add 2 SEC ↗
62 Morgan Stanley 996.01K +35.8% $10.34M 0.0% ▲ Add 2 SEC ↗
63 Squarepoint Ops LLC 994.42K $10.32M 0.0% n/c 1 SEC ↗
64 UBS Group AG 933.20K $9.69M 0.0% n/c 1 SEC ↗
65 UBS Group AG 933.20K $9.69M 0.0% n/c 1 SEC ↗
66 UBS Group AG 933.20K $9.69M 0.0% n/c 1 SEC ↗
67 Clearbridge Investments, LLC 932.24K $9.68M 0.0% n/c 1 SEC ↗
68 First Eagle Investment Management… 886.25K $9.20M 0.0% n/c 1 SEC ↗
69 Envestnet Asset Management Inc 875.96K $9.09M 0.0% n/c 1 SEC ↗
70 Citadel Advisors 805.22K -65.0% $8.36M 0.0% ▼ Trim 5 SEC ↗
71 Citadel Advisors 805.22K -65.0% $8.36M 0.0% ▼ Trim 5 SEC ↗
72 Focus Partners Wealth 655.58K $7.91M 0.0% n/c 1 SEC ↗
73 Bank Of America Corp /De/ 628.63K $6.53M 0.0% n/c 1 SEC ↗
74 Bank Of America Corp /De/ 628.63K $6.53M 0.0% n/c 1 SEC ↗
75 Bank Of America Corp /De/ 628.63K $6.53M 0.0% n/c 1 SEC ↗
76 Bank Of America Corp /De/ 628.63K $6.53M 0.0% n/c 1 SEC ↗
77 Bank Of America Corp /De/ 628.63K $6.53M 0.0% n/c 1 SEC ↗
78 Bank Of America Corp /De/ 628.63K $6.53M 0.0% n/c 1 SEC ↗
79 Charles Schwab Investment… 608.07K $6.31M 0.0% n/c 1 SEC ↗
80 Royal Bank Of Canada 580.63K $6.03M 0.0% n/c 1 SEC ↗
81 Royal Bank Of Canada 580.63K $6.03M 0.0% n/c 1 SEC ↗
82 Royal Bank Of Canada 580.63K $6.03M 0.0% n/c 1 SEC ↗
83 Royal Bank Of Canada 580.63K $6.03M 0.0% n/c 1 SEC ↗
84 Royal Bank Of Canada 580.63K $6.03M 0.0% n/c 1 SEC ↗
85 Royal Bank Of Canada 580.63K $6.03M 0.0% n/c 1 SEC ↗
86 Two Sigma Investments 478.48K -29.3% $4.97M 0.0% ▼ Trim 5 SEC ↗
87 Jane Street Group, Llc 468.11K $4.86M 0.0% n/c 1 SEC ↗
88 Jane Street Group, Llc 468.11K $4.86M 0.0% n/c 1 SEC ↗
89 Jane Street Group, Llc 468.11K $4.86M 0.0% n/c 1 SEC ↗
90 Hrt Financial Lp 412.26K $4.28M 0.0% n/c 1 SEC ↗
91 D. E. Shaw & Co. 356.18K New $3.70M 0.0% New 1 SEC ↗
92 Mercer Global Advisors Inc /Adv 102.21K $3.56M 0.0% n/c 1 SEC ↗
93 Sei Investments Co 305.63K $3.17M 0.0% n/c 1 SEC ↗
94 Sei Investments Co 305.63K $3.17M 0.0% n/c 1 SEC ↗
95 Wells Fargo & Company/Mn 292.19K $3.03M 0.0% n/c 1 SEC ↗
96 Wells Fargo & Company/Mn 292.19K $3.03M 0.0% n/c 1 SEC ↗
97 Wells Fargo & Company/Mn 292.19K $3.03M 0.0% n/c 1 SEC ↗
98 Tudor Investment Corp Et Al 264.50K $2.75M 0.0% n/c 1 SEC ↗
99 Point72 Asset Management 242.64K New $2.52M 0.0% New 1 SEC ↗
100 Stifel Financial Corp 227.00K $2.36M 0.0% n/c 1 SEC ↗

“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.

New buyers

D. E. Shaw & Co. $3.70M 0.0%
Point72 Asset Management $2.52M 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.

Frequently co-owned

What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.

Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR. Reporting period: Q4 2025 · Methodology · Get this via the API