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 259 institutions that hold shares in the stock, with a total of 74.9 Million shares, which have been reported (via 13F filing form) to have a value of $1.06 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
792
shares
|
$11,111
0.0% of portfolio
|
Q1 2025
Added 224.59%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
773
shares
|
$10,845
0.0% of portfolio
|
Q4 2024
Added 14.18%
|
|
|
Jones Financial Companies Lllp
|
May 28, 2025 Q1 2025 |
714
shares
|
$10,017
0.0% of portfolio
|
Q1 2025
Reduced 72.83%
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
686
shares
|
$9,624
0.0% of portfolio
|
Q1 2025
Added 119.87%
|
|
|
Costello Asset Management, Inc
|
May 09, 2025 Q1 2025 |
600
shares
|
$8,418
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
598
shares
|
$8,389
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Wpg Advisers, LLC
Baltimore, MD |
May 15, 2025 Q1 2025 |
526
shares
|
$7,379
0.01% of portfolio
|
Q1 2025
Added 41.02%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
504
shares
|
$7,071
0.0% of portfolio
|
Q3 2020
Reduced 13.89%
|
|
|
Vital Stone Financial, LLC
Shavano Park, TX |
Oct 11, 2024 Q3 2024 |
471
shares
|
$6,608
0.01% of portfolio
|
Q2 2024
Reduced 26.98%
|
|
|
Navigoe, LLC
Redondo Beach, CA |
May 09, 2025 Q1 2025 |
420
shares
|
$5,892
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
419
shares
|
$5,878
0.0% of portfolio
|
Q1 2025
Reduced 13.79%
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
May 13, 2025 Q1 2025 |
408
shares
|
$5,724
0.0% of portfolio
|
Q1 2025
Reduced 42.37%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Apr 30, 2025 Q1 2025 |
378
shares
|
$5,303
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Signaturefd, LLC
Atlanta, GA |
Jul 16, 2025 Q2 2025 |
344
shares
|
$4,826
0.0% of portfolio
|
Q2 2025
Reduced 74.19%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
339
shares
|
$4,756
0.0% of portfolio
|
Q2 2024
Reduced 10.79%
|
|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Apr 25, 2025 Q1 2025 |
323
shares
|
$4,531
0.0% of portfolio
|
Q1 2025
Reduced 18.64%
|
|
|
Versant Capital Management, Inc
|
Jul 07, 2025 Q2 2025 |
301
shares
|
$4,223
0.0% of portfolio
|
Q2 2025
Reduced 64.92%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
255
shares
|
$3,577
0.0% of portfolio
|
Q1 2025
Added 521.95%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
239
shares
|
$3,353
0.0% of portfolio
|
Q1 2025
Reduced 65.76%
|
|
|
Nisa Investment Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
232
shares
|
$3,254
0.0% of portfolio
|
Q1 2025
Added 8.92%
|
|
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
May 12, 2025 Q1 2025 |
219
shares
|
$3,072
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Huntington National Bank
Columbus, OH |
May 14, 2025 Q1 2025 |
211
shares
|
$2,960
0.0% of portfolio
|
Q1 2025
Added 10450.0%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Apr 01, 2025 Q1 2025 |
200
shares
|
$2,806
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
May 01, 2025 Q1 2025 |
185
shares
|
$2,595
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Harbor Capital Advisors, Inc.
|
Jul 09, 2025 Q2 2025 |
146
shares
|
$2,048
0.0% of portfolio
|
Q2 2025
Added 2.1%
|