Utz Brands Inc (UTZ) Ownership

18.75 ↑0.01 (0.05%)
As of April 25, 2024, 4:00pm EST.

Institutional Ownership

T. Rowe Price Associates, Inc. is the biggest individual institutional holder of Utz Brands Inc (UTZ), owning a total of 6.8 million shares. Combined, the top 29 institutional holders of UTZ own 89.42% of the company with a total of 72.2 million shares.

In the latest ownership report on December 31st 2023, the top 29 institutional holders increased their combined ownership of UTZ by 1.6 million shares. 11 institutions bought 3,558,104 total additional shares and increased their ownership by an average of 28.24%. However 9 institutions sold 1,995,854 total shares and decreased their ownership by an average of 10.57%.

Overall this is a positive sign as the number of shares owned by the top 20 institutional holders of Utz Brands increased by a net total of 1,562,250 in the latest quarter.

Institution Ownership Chart

Your browser does not support this chart.

Latest Institutional Ownership Changes

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
Vanguard Group Inc8.329%0.339%6,780,35022,9082023-12-31
Champlain Investment Partners, LLC6.922%-5.140%5,634,800-305,3402023-12-31
BlackRock Inc6.861%13.016%5,585,368643,2822023-12-31
JPMorgan Chase & Co6.268%-6.168%5,102,393-335,4192023-12-31
Neuberger Berman Group LLC5.786%-1.135%4,710,517-54,0582023-12-31
T. Rowe Price Investment Management,Inc.5.037%-5.783%4,100,368-251,6912023-12-31
DF Dent & Co Inc4.743%-3.740%3,861,187-150,0132023-12-31
Goldman Sachs Group Inc4.188%15.146%3,408,902448,3842023-12-31
BAMCO Inc3.992%0.000%3,250,00002023-12-31
Copeland Capital Management, LLC3.627%7.246%2,952,337199,4722023-12-31
Millennium Management LLC2.360%190.593%1,921,0471,259,9692023-12-31
Ameriprise Financial Inc2.156%40.286%1,754,732503,9052023-12-31
State Street Corporation1.948%7.626%1,586,081112,3792023-12-31
Geode Capital Management, LLC1.812%5.006%1,474,86070,3152023-12-31
Dimensional Fund Advisors, Inc.1.489%26.047%1,212,493250,5572023-12-31
Jennison Associates LLC1.420%-29.695%1,155,625-488,0982023-12-31
GW&K Investment Management, LLC1.295%-9.683%1,053,907-112,9922023-12-31
Northern Trust Corp1.142%4.575%929,70940,6752023-12-31
ClearBridge Advisors, LLC1.051%0.737%855,3386,2582023-12-31
Emerald Advisers, LLC0.952%-16.673%774,857-155,0392023-12-31
Advisors Capital Management, LLC0.856%-17.099%694,317-143,2042023-12-31

Top Institutions

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
T. Rowe Price Associates, Inc.8.456%-8.135%6,833,416-605,1462022-06-30
Vanguard Group Inc8.329%0.339%6,780,35022,9082023-12-31
Champlain Investment Partners, LLC6.922%-5.140%5,634,800-305,3402023-12-31
BlackRock Inc6.861%13.016%5,585,368643,2822023-12-31
JPMorgan Chase & Co6.268%-6.168%5,102,393-335,4192023-12-31
Neuberger Berman Group LLC5.786%-1.135%4,710,517-54,0582023-12-31
T. Rowe Price Investment Management,Inc.5.037%-5.783%4,100,368-251,6912023-12-31
DF Dent & Co Inc4.743%-3.740%3,861,187-150,0132023-12-31
Goldman Sachs Group Inc4.188%15.146%3,408,902448,3842023-12-31
BAMCO Inc3.992%0.000%3,250,00002023-12-31
Copeland Capital Management, LLC3.627%7.246%2,952,337199,4722023-12-31
Millennium Management LLC2.360%190.593%1,921,0471,259,9692023-12-31
Ameriprise Financial Inc2.156%40.286%1,754,732503,9052023-12-31
State Street Corporation1.948%7.626%1,586,081112,3792023-12-31
Geode Capital Management, LLC1.812%5.006%1,474,86070,3152023-12-31
Allspring Global Investments Holdings, LLC1.630%-29.944%1,317,510-563,1422022-06-30
Dimensional Fund Advisors, Inc.1.489%26.047%1,212,493250,5572023-12-31
Scopus Asset Management, LLC2.103%17.489%1,175,000174,9102022-12-31
Jennison Associates LLC1.420%-29.695%1,155,625-488,0982023-12-31
GW&K Investment Management, LLC1.295%-9.683%1,053,907-112,9922023-12-31
Rockefeller Capital Management L.P.1.256%-2.662%1,019,437-27,8762023-06-30
Northern Trust Corp1.142%4.575%929,70940,6752023-12-31
ClearBridge Advisors, LLC1.051%0.737%855,3386,2582023-12-31
Citadel Advisors Llc1.017%252.012%825,048590,6672023-03-31
Driehaus Capital Management LLC0.960%2.659%777,37920,1342022-12-31
Emerald Advisers, LLC0.952%-16.673%774,857-155,0392023-12-31
Marshall Wace Asset Management Ltd0.907%7.627%732,72551,9232022-06-30
Engle Capital Management, L.P.0.863%-39.966%700,000-466,0002023-06-30
Advisors Capital Management, LLC0.856%-17.099%694,317-143,2042023-12-31

Mutual Fund Ownership

Champlain Small Company Fund, LLC is the biggest individual fund holder of Utz Brands Inc (UTZ), owning a total of 3.9 million shares. Combined, the top 26 mutual fund holders of UTZ own 55.27% of the company with a total of 45 million shares.

In the latest ownership report on March 31st 2024, the top 26 fund holders increased their combined ownership of UTZ by 862 thousand shares. 1 funds bought 5,075 total additional shares and increased their ownership by an average of 0.61%. However 3 funds sold 866,607 total shares and decreased their ownership by an average of 8.85%.

Overall this is a negative sign as the number of shares owned by the top 20 mutual funds holding Utz Brands decreased by a net total of -861,532 in the latest report.

Mutual Funds Chart

Your browser does not support this chart.

Latest Mutual Fund Ownership Changes

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
Champlain Small Company Fund, LLC4.752%-1.798%3,868,155-70,8052024-03-31
Baron Small Cap Retail3.992%0.000%3,250,00002024-03-31
Baron Opp. Small Cap Growth Strategy3.992%0.000%3,250,00002024-03-31
JPM US Small Cap Core-Composite3.040%-24.070%2,474,381-784,3722024-03-31
DF Dent Mid Cap Growth2.021%-0.690%1,645,511-11,4302024-03-31
DF Dent Small Cap Growth1.036%0.606%842,9705,0752024-03-31

Top Mutual Funds

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
Champlain Small Company Fund, LLC4.752%-1.798%3,868,155-70,8052024-03-31
Baron Small Cap Retail3.992%0.000%3,250,00002024-03-31
Baron Opp. Small Cap Growth Strategy3.992%0.000%3,250,00002024-03-31
Neuberger Berman Genesis Inv3.360%-0.232%2,734,873-6,3712023-12-31
JPMorgan Small Cap Equity A3.040%-14.536%2,474,381-420,8392024-02-29
JPM US Small Cap Core-Composite3.040%-24.070%2,474,381-784,3722024-03-31
Champlain Small Company Adv2.801%-7.317%2,280,000-180,0002023-12-31
Vanguard Instl Ttl Stck Mkt Idx Tr2.542%-0.121%2,062,507-2,4952023-03-31
Vanguard Total Stock Mkt Idx Inv2.534%0.000%2,062,50702024-02-29
iShares Russell 2000 ETF2.149%0.048%1,749,3298432024-03-28
Vanguard Small Cap Index2.055%0.928%1,672,98615,3872024-02-29
T. Rowe Price US Small-Cap Core Equity2.039%-17.166%1,659,453-343,9002023-12-31
T. Rowe Price Small-Cap Stock2.039%-17.166%1,659,453-343,9002023-12-31
T. Rowe Price Small-Cap Value2.038%-4.467%1,646,927-77,0002022-09-30
DF Dent Mid Cap Growth2.021%-0.690%1,645,511-11,4302024-03-31
Old Westbury Small & Mid Cap Strategies1.615%0.000%1,315,00002024-01-31
CT American Smaller Coms(US) InstAccGBP1.396%5.250%1,136,08956,6712024-02-29
Vanguard Institutional Extnd Mkt Idx Tr1.238%0.058%1,007,4025872024-02-29
Vanguard Small Cap Growth Index Inv1.154%1.686%939,05815,5702024-02-29
Vanguard Extended Market Index Investor1.151%-0.022%933,778-2062023-08-31
Goldman Sachs Mid Cap Growth Instl1.137%0.000%922,81702023-06-30
Goldman Sachs Mid-Cap Growth1.137%0.000%922,81702023-06-30
T. Rowe Price U.S. SC Core Eq Tr-Z1.094%-9.305%890,920-91,4002023-12-31
DF Dent Small Cap Growth1.036%0.606%842,9705,0752024-03-31
CT (Lux) American Smaller Com 9U USD0.973%6.180%792,14446,1072024-02-29
T. Rowe Price Instl Small-Cap Stock0.947%-15.109%770,874-137,2002023-12-31

Discussions

Please log in or register to share your thoughts.

dandanaiwo4/25/24 01:32pm

$UTZ Markets about as efficient as a retirement home

0 Like Report
dandanaiwo1/2/24 01:41pm

$UTZ just waiting to short this bad boy.

0 Like Report
jchonnee9/20/23 05:41am

$UTZ the catalyst we need !

0 Like Report