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Security record · archived quarter

UTZ

Utz Brands, Inc. · Consumer Defensive · Packaged Foods

14.30 0.0% mkt cap $1.27B quote delayed (FMP) · as of Oct 12 22:08 UTC — separate from filing data below

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024
98Tracked holders
+3Δ holders
51.79MShares held
$409.90MReported value
+8New positions
−5Exits
Stable Conviction score 37/100 How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth +3.2% · share flow -6.0% · net new positions +3.1% — formula
Ownership fragmentation — more holders, smaller aggregate stake

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026

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 · Q1 2026
#ManagerSharesΔ sharesValueTheir weightHeld
1 BlackRock ✦ (passive) 5.65M +0.6% $44.71M 0.0% ▲ Add 4 SEC ↗ ×13
2 JPMorgan Chase ✦ 4.10M -25.4% $32.08M 0.0% ▼ Trim 3 SEC ↗ ×6
3 Vanguard Capital Management Llc 3.16M — $25.03M 0.0% n/c 1 SEC ↗
4 Balyasny Asset Management L.P. 2.62M +21.4% $20.78M 0.0% ▲ Add 2 SEC ↗ ×2
5 Alyeska Investment Group, L.P. 2.56M +5.9% $20.26M 0.1% ▲ Add 2 SEC ↗
6 Dimensional Fund Advisors Lp 2.00M +21.6% $15.82M 0.0% ▲ Add 2 SEC ↗ ×4
7 Focus Partners Wealth 1.99M +203.8% $15.78M 0.0% ▲ Add 2 SEC ↗
8 Geode Capital Management ✦ (passive) 1.81M +0.2% $14.35M 0.0% ▲ Add 8 SEC ↗ ×2
9 State Street Global Advisors ✦ (passive) 1.76M +4.3% $13.92M 0.0% ▲ Add 6 SEC ↗
10 Two Sigma Investments ✦ 1.73M +260.7% $13.67M 0.0% ▲ Add 6 SEC ↗
11 Marshall Wace ✦ 1.46M -12.1% $11.54M 0.0% ▼ Trim 8 SEC ↗ ×4
12 Ameriprise Financial Inc 1.45M -70.0% $11.46M 0.0% ▼ Trim 2 SEC ↗ ×2
13 Jennison Associates Llc 1.39M -23.9% $11.03M 0.0% ▼ Trim 2 SEC ↗ ×2
14 Massachusetts Financial Services Co… 1.37M -5.0% $10.84M 0.0% ▼ Trim 2 SEC ↗
15 UBS Group AG 1.31M +40.8% $10.41M 0.0% ▲ Add 2 SEC ↗ ×3
16 D. E. Shaw & Co. ✦ 1.30M +264.8% $10.29M 0.0% ▲ Add 2 SEC ↗ ×2
17 Millennium Management ✦ 1.24M -51.3% $9.81M 0.0% ▼ Trim 8 SEC ↗
18 Fidelity (FMR) ✦ 1.21M +15.1% $9.61M 0.0% ▲ Add 4 SEC ↗
19 First Eagle Investment Management… 1.13M +27.5% $8.95M 0.0% ▲ Add 2 SEC ↗
20 Northern Trust Corp 987.11K -2.0% $7.82M 0.0% ▼ Trim 2 SEC ↗ ×5
21 Royal Bank Of Canada 937.06K +61.4% $7.42M 0.0% ▲ Add 2 SEC ↗ ×5
22 Clearbridge Investments, LLC 903.50K -3.1% $7.16M 0.0% ▼ Trim 2 SEC ↗
23 Goldman Sachs Group ✦ 883.12K -49.5% $6.99M 0.0% ▼ Trim 3 SEC ↗ ×3
24 Bank Of America Corp /De/ 796.59K +26.7% $6.31M 0.0% ▲ Add 2 SEC ↗ ×5
25 Envestnet Asset Management Inc 737.06K -15.9% $5.84M 0.0% ▼ Trim 2 SEC ↗
26 Morgan Stanley ✦ 594.76K -40.3% $4.71M 0.0% ▼ Trim 3 SEC ↗ ×8
27 Charles Schwab Investment… 576.39K -5.2% $4.57M 0.0% ▼ Trim 2 SEC ↗
28 Squarepoint Ops LLC 455.15K -54.2% $3.60M 0.0% ▼ Trim 2 SEC ↗
29 Hrt Financial Lp 407.98K -1.0% $3.23M 0.0% ▼ Trim 2 SEC ↗
30 Sei Investments Co 352.23K +15.2% $2.79M 0.0% ▲ Add 2 SEC ↗ ×2
31 Point72 Asset Management ✦ 304.31K +25.4% $2.41M 0.0% ▲ Add 2 SEC ↗
32 Quantinno Capital Management LP 291.03K +140.9% $2.30M 0.0% ▲ Add 2 SEC ↗
33 Stifel Financial Corp 269.14K +18.6% $2.13M 0.0% ▲ Add 2 SEC ↗
34 Tudor Investment Corp Et Al 254.28K -3.9% $2.01M 0.0% ▼ Trim 2 SEC ↗
35 Cetera Investment Advisers 240.72K +480.4% $1.91M 0.0% ▲ Add 2 SEC ↗
36 Corient Private Wealth LP 221.76K New $1.76M 0.0% New 1 SEC ↗
37 Bank of New York Mellon Corp 209.23K -2.3% $1.66M 0.0% ▼ Trim 2 SEC ↗ ×5
38 AQR Capital Management ✦ 196.99K +1141.3% $1.56M 0.0% ▲ Add 6 SEC ↗ ×6
39 Citadel Advisors ✦ 183.84K -77.2% $1.46M 0.0% ▼ Trim 6 SEC ↗ ×2
40 Susquehanna International Group, Llp 172.73K +50.6% $1.37M 0.0% ▲ Add 2 SEC ↗
41 Deutsche Bank Ag\ 167.43K +187.8% $1.33M 0.0% ▲ Add 2 SEC ↗ ×3
42 Invesco Ltd. 151.87K +15.1% $1.20M 0.0% ▲ Add 2 SEC ↗ ×4
43 Swiss National Bank 144.60K 0.0% $1.15M 0.0% Held 2 SEC ↗
44 Nuveen, LLC 141.28K +0.5% $1.12M 0.0% ▲ Add 2 SEC ↗ ×2
45 T. Rowe Price ✦ 117.51K +26.7% $931,000 0.0% ▲ Add 8 SEC ↗
46 UBS AM, a distinct business unit of… 109.42K -0.2% $866,646 0.0% ▼ Trim 2 SEC ↗ ×6
47 Arrowstreet Capital ✦ 106.42K +127.4% $842,846 0.0% ▲ Add 2 SEC ↗
48 American Century Companies Inc 96.87K -9.8% $767,195 0.0% ▼ Trim 2 SEC ↗
49 Creative Planning 95.47K +33.4% $756,107 0.0% ▲ Add 2 SEC ↗
50 Neuberger Berman Group LLC 95.41K -43.4% $755,671 0.0% ▼ Trim 2 SEC ↗ ×2
51 Rhumbline Advisers 93.36K -1.1% $739,428 0.0% ▼ Trim 2 SEC ↗
52 Qube Research & Technologies Ltd 82.82K +513.5% $655,966 0.0% ▲ Add 2 SEC ↗
53 Alliancebernstein L.P. 57.22K -23.2% $593,944 0.0% ▼ Trim 2 SEC ↗
54 Russell Investments Group, Ltd. 74.21K -38.1% $587,769 0.0% ▼ Trim 2 SEC ↗ ×5
55 California State Teachers… 67.19K -8.6% $532,153 0.0% ▼ Trim 2 SEC ↗
56 Legal & General Group Plc 66.74K -13.4% $528,582 0.0% ▼ Trim 2 SEC ↗ ×3
57 Victory Capital Management Inc 65.88K +6.1% $521,746 0.0% ▲ Add 2 SEC ↗
58 First Trust Advisors Lp 60.63K +26.7% $480,189 0.0% ▲ Add 2 SEC ↗
59 LPL Financial LLC 58.50K -41.6% $463,284 0.0% ▼ Trim 2 SEC ↗
60 Barclays Plc 54.44K -63.1% $431,140 0.0% ▼ Trim 2 SEC ↗ ×3
61 Fifth Third Bancorp 53.57K New $424,296 0.0% New 1 SEC ↗
62 Canada Pension Plan Investment Board 52.10K New $412,632 0.0% New 1 SEC ↗
63 Wells Fargo & Company/Mn 43.77K -85.0% $346,642 0.0% ▼ Trim 2 SEC ↗ ×3
64 Universal- Beteiligungs- und… 43.48K -21.6% $344,385 0.0% ▼ Trim 2 SEC ↗
65 Zurcher Kantonalbank (Zurich… 38.12K +11.2% $301,918 0.0% ▲ Add 2 SEC ↗
66 Truist Financial Corp 37.93K -10.1% $300,406 0.0% ▼ Trim 2 SEC ↗ ×2
67 MIRAE ASSET GLOBAL ETFS HOLDINGS… 34.52K +1.1% $273,406 0.0% ▲ Add 2 SEC ↗
68 Hsbc Holdings Plc 30.02K -45.9% $230,861 0.0% ▼ Trim 2 SEC ↗
69 Janus Henderson Group Plc 27.50K 0.0% $217,969 0.0% Held 2 SEC ↗
70 Raymond James Financial Inc 23.30K -28.2% $184,545 0.0% ▼ Trim 2 SEC ↗ ×2
71 New York State Common Retirement… 20.71K 0.0% $163,999 0.0% Held 2 SEC ↗
72 State Board Of Administration Of… 20.56K 0.0% $162,835 0.0% Held 2 SEC ↗
73 Manufacturers Life Insurance… 19.84K -41.6% $157,141 0.0% ▼ Trim 2 SEC ↗
74 IMC-Chicago, LLC 18.26K New $144,603 0.0% New 1 SEC ↗
75 Ensign Peak Advisors, Inc 17.14K 0.0% $135,773 0.0% Held 2 SEC ↗
76 Bnp Paribas Financial Markets 17.05K +3.1% $135,012 0.0% ▲ Add 2 SEC ↗
77 Mml Investors Services, Llc 15.78K -36.6% $124,997 0.0% ▼ Trim 2 SEC ↗
78 Cerity Partners LLC 15.49K +51.4% $122,701 0.0% ▲ Add 2 SEC ↗
79 Pnc Financial Services Group, Inc. 15.48K -5.0% $122,617 0.0% ▼ Trim 2 SEC ↗ ×3
80 Wealth Enhancement Advisory… 13.75K New $106,028 0.0% New 1 SEC ↗
81 Voya Investment Management Llc 13.37K -2.5% $105,859 0.0% ▼ Trim 2 SEC ↗
82 Pictet Asset Management Holding SA 12.14K New $96,188 0.0% New 1 SEC ↗
83 Mercer Global Advisors Inc /Adv 12.01K -88.2% $95,134 0.0% ▼ Trim 2 SEC ↗
84 Cwm, Llc 11.58K +644.1% $91,698 0.0% ▲ Add 2 SEC ↗
85 Prudential Financial Inc 11.57K New $91,634 0.0% New 1 SEC ↗
86 ProShare Advisors LLC 10.67K -20.7% $84,538 0.0% ▼ Trim 2 SEC ↗
87 Captrust Financial Advisors 10.48K New $83,010 0.0% New 1 SEC ↗
88 Jones Financial Companies Lllp 10.61K +840.8% $78,635 0.0% ▲ Add 2 SEC ↗
89 Citigroup Inc 5.98K -29.9% $47,386 0.0% ▼ Trim 2 SEC ↗ ×2
90 Simplex Trading, Llc 2.88K -86.4% $22,801 0.0% ▼ Trim 2 SEC ↗
91 Assetmark, Inc 2.72K 0.0% $21,542 0.0% Held 2 SEC ↗
92 Mitsubishi UFJ Asset Management… 2.52K +1050.2% $19,950 0.0% ▲ Add 2 SEC ↗
93 Osaic Holdings, Inc. 2.41K +95.5% $19,063 0.0% ▲ Add 2 SEC ↗
94 Us Bancorp \De\ 2.11K -85.1% $16,680 0.0% ▼ Trim 2 SEC ↗
95 BNP Paribas Asset Management… 1.25K +62.8% $9,900 0.0% ▲ Add 2 SEC ↗
96 Rockefeller Capital Management L.P. 1.10K -56.8% $8,744 0.0% ▼ Trim 2 SEC ↗
97 Optiver Holding B.V. 506 +1.6% $4,008 0.0% ▲ Add 2 SEC ↗
98 Northwestern Mutual Wealth… 300 0.0% $2,376 0.0% Held 2 SEC ↗

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

New buyers

Exited

Jane Street Group, Llc $4.86M was 0.0%
Lazard Asset Management Llc $254,476 was 0.0%
HighTower Advisors, LLC $251,089 was 0.0%
Baird Financial Group, Inc. $207,704 was 0.0%
Group One Trading Llc $239 was 0.0%

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: Q1 2026 · Methodology · Get this via the API