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 |
|---|---|---|---|---|---|
|
Srs Capital Advisors, Inc.
Denver, CO |
Aug 12, 2025 Q2 2025 |
4,176
shares
|
$56,501
0.0% of portfolio
|
Q2 2025
Added 21.82%
|
|
|
State Of Wyoming
Cheyenne, WY |
Aug 19, 2025 Q2 2025 |
4,009
shares
|
$54,241
0.01% of portfolio
|
Q2 2025
Reduced 14.65%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Sep 04, 2025 Q2 2025 |
3,756
shares
|
$50,818
0.0% of portfolio
|
Q2 2025
Added 66.19%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
2,997
shares
|
$40,549
0.01% of portfolio
|
Q2 2022
Added 209.93%
|
|
|
Kb Financial Partners, LLC
Princeton, NJ |
Nov 15, 2023 Q3 2023 |
2,833
shares
|
$38,330
0.01% of portfolio
|
Q3 2023
Reduced 17.84%
|
|
|
Assetmark, Inc
|
Aug 04, 2025 Q2 2025 |
2,720
shares
|
$36,801
0.0% of portfolio
|
Q2 2025
Added 15.5%
|
|
|
Walleye Trading LLC
Plymouth, MN |
Aug 13, 2025 Q2 2025 |
2,717
shares
|
$36,761
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Amalgamated Bank
New York, NY |
Aug 04, 2025 Q2 2025 |
2,226
shares
|
$30,117
0.0% of portfolio
|
Q1 2025
Added 0.36%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
2,000
shares
|
$27,060
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
Aug 06, 2025 Q2 2025 |
1,955
shares
|
$26,451
0.0% of portfolio
|
Q2 2025
Added 379.17%
|
|
|
Cbiz Investment Advisory Services, LLC
|
Aug 11, 2025 Q2 2025 |
1,861
shares
|
$25,179
0.0% of portfolio
|
Q2 2025
Added 0.27%
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
1,762
shares
|
$23,839
0.0% of portfolio
|
Q2 2025
Added 10.13%
|
|
|
Newton One Investments LLC
|
Jul 15, 2025 Q2 2025 |
1,705
shares
|
$23,068
0.01% of portfolio
|
Q2 2025
Added 0.41%
|
|
|
Jones Financial Companies Lllp
|
Aug 13, 2025 Q2 2025 |
1,565
shares
|
$21,174
0.0% of portfolio
|
Q2 2025
Added 119.19%
|
|
|
Parkside Financial Bank & Trust
|
Aug 06, 2025 Q2 2025 |
1,441
shares
|
$19,496
0.0% of portfolio
|
Q2 2025
Reduced 63.09%
|
|
|
Binnacle Investments Inc
Urbandale, IA |
Aug 15, 2025 Q2 2025 |
1,334
shares
|
$18,049
0.01% of portfolio
|
Q2 2025
Added 17.43%
|
|
|
Eastern Bank
|
Jul 24, 2025 Q2 2025 |
1,288
shares
|
$17,426
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
1,214
shares
|
$16,425
0.0% of portfolio
|
Q2 2025
Added 53.28%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jul 24, 2025 Q2 2025 |
1,156
shares
|
$15,640
0.0% of portfolio
|
Q2 2025
Added 31.51%
|
|
|
Retirement Wealth Solutions LLC
Marshfield, WI |
Jul 07, 2025 Q2 2025 |
1,062
shares
|
$14,368
0.01% of portfolio
|
Q2 2025
Added 0.09%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jul 28, 2025 Q2 2025 |
1,006
shares
|
$13,611
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Jul 08, 2025 Q2 2025 |
1,000
shares
|
$13,530
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
1,000
shares
|
$13,530
0.0% of portfolio
|
Q2 2024
Reduced 15.25%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
925
shares
|
$12,515
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
888
shares
|
$12,014
0.0% of portfolio
|
Q2 2025
Added 14.88%
|