Institutional Ownership Utz Brands, Inc. (UTZ)
This table provides information about the institutional ownership of Utz Brands, Inc. (UTZ). We have compiled data on the 260 institutions that hold shares in the stock, with a total of 80 Million shares, which have been reported (via 13F filing form) to have a value of $1.11 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
103
shares
|
$1,393
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Jul 15, 2025 Q2 2025 |
100
shares
|
$1,353
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
100
shares
|
$1,353
0.0% of portfolio
|
Q2 2025
Reduced 94.17%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
80
shares
|
$1,082
0.0% of portfolio
|
Q2 2025
Reduced 36.0%
|
|
|
Covestor LTD
Boston, MA |
Aug 11, 2025 Q2 2025 |
75
shares
|
$1,014
0.0% of portfolio
|
Q2 2025
Added 971.43%
|
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
May 07, 2025 Q1 2025 |
50
shares
|
$676
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
47
shares
|
$635
0.0% of portfolio
|
Q2 2025
Reduced 81.57%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
19
shares
|
$257
0.0% of portfolio
|
Q2 2025
Reduced 69.84%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
15
shares
|
$202
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
13
shares
|
$175
0.0% of portfolio
|
Q1 2025
Reduced 82.89%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
12
shares
|
$162
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Hemington Wealth Management
|
Jul 24, 2025 Q2 2025 |
11
shares
|
$148
0.0% of portfolio
|
Q2 2025
Reduced 59.26%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
11
shares
|
$148
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
True Wealth Design, LLC
Akron, OH |
Aug 06, 2025 Q2 2025 |
10
shares
|
$135
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jul 14, 2025 Q2 2025 |
9
shares
|
$121
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
Aug 12, 2025 Q2 2025 |
8
shares
|
$108
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Jfs Wealth Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
3
shares
|
$40
0.0% of portfolio
|
Q2 2025
Reduced 66.67%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Jul 15, 2025 Q2 2025 |
3
shares
|
$40
0.0% of portfolio
|
Q1 2025
Reduced 78.57%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Jul 17, 2025 Q2 2025 |
3
shares
|
$40
0.0% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
Jul 22, 2025 Q2 2025 |
2
shares
|
$27
0.0% of portfolio
|
Q2 2025
Added 100.0%
|
|
|
Huntington National Bank
Columbus, OH |
Aug 05, 2025 Q2 2025 |
2
shares
|
$27
0.0% of portfolio
|
Q2 2025
Reduced 99.05%
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Aug 06, 2025 Q2 2025 |
2
shares
|
$27
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
Aug 13, 2025 Q2 2025 |
1
shares
|
$13
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Aug 13, 2025 Q2 2025 |
1
shares
|
$13
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Bay Harbor Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
1
shares
|
$13
0.0% of portfolio
|
Q2 2025
New holding
|