Utz Brands Inc (UTZ) Ownership

16.41 ↓0.49 (-2.90%)

As of January 26, 2023, 3:59pm EST.

Institutions
Mutual Funds

Institutional Ownership

Vanguard Group Inc is the biggest individual institutional holder of Utz Brands Inc (UTZ), owning a total of 6.8 million shares. Combined, the top 24 institutional holders of UTZ own 77.70% of the company with a total of 62.8 million shares.

In the latest ownership report on September 30th 2022, the top 24 institutional holders increased their combined ownership of UTZ by 9.4 million shares. 13 institutions bought 10,142,187 total additional shares and increased their ownership by an average of 19.35%. However 7 institutions sold 701,393 total shares and decreased their ownership by an average of 2.62%.

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 9,440,794 in the latest quarter.

Institution Ownership Chart

Latest Institutional Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Group Inc	8.475%	1.297%	6,848,662	87,687	2022-09-30
T. Rowe Price Investment Management,Inc.	8.336%	0.000%	6,736,540	6,736,540	2022-09-30
JPMorgan Chase & Co	6.759%	-3.319%	5,461,928	-187,478	2022-09-30
Champlain Investment Partners, LLC	6.223%	-1.508%	5,029,258	-76,980	2022-09-30
BlackRock Inc	5.086%	1.503%	4,110,437	60,859	2022-09-30
Neuberger Berman Group LLC	4.484%	-9.989%	3,623,419	-402,108	2022-09-30
BAMCO Inc	4.145%	0.000%	3,350,000	0	2022-09-30
Goldman Sachs Group Inc	3.830%	11.533%	3,095,101	320,058	2022-09-30
DF Dent & Co Inc	3.544%	-0.133%	2,864,348	-3,826	2022-09-30
Copeland Capital Management, LLC	2.382%	9.583%	1,925,132	168,358	2022-09-30
Jennison Associates LLC	1.860%	43.911%	1,503,065	458,624	2022-09-30
Rockefeller Capital Management L.P.	1.681%	-0.741%	1,358,187	-10,139	2022-09-30
State Street Corporation	1.556%	3.489%	1,257,269	42,387	2022-09-30
Geode Capital Management, LLC	1.415%	2.059%	1,143,083	23,060	2022-09-30
Scopus Asset Management, LLC	1.238%	0.000%	1,000,090	1,000,090	2022-09-30
ClearBridge Advisors, LLC	1.202%	-0.318%	971,642	-3,101	2022-09-30
Driehaus Capital Management LLC	0.937%	0.000%	757,245	757,245	2022-09-30
Ameriprise Financial Inc	0.932%	-2.304%	752,977	-17,761	2022-09-30
Advisors Capital Management, LLC	0.912%	4.969%	736,726	34,877	2022-09-30
Northern Trust Corp	0.869%	3.352%	702,296	22,775	2022-09-30
Millennium Management LLC	0.845%	169.880%	682,527	429,627	2022-09-30

Top Institutions

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Group Inc	8.475%	1.297%	6,848,662	87,687	2022-09-30
T. Rowe Price Associates, Inc.	8.456%	-8.135%	6,833,416	-605,146	2022-06-30
T. Rowe Price Investment Management,Inc.	8.336%	0.000%	6,736,540	6,736,540	2022-09-30
JPMorgan Chase & Co	6.759%	-3.319%	5,461,928	-187,478	2022-09-30
Champlain Investment Partners, LLC	6.223%	-1.508%	5,029,258	-76,980	2022-09-30
BlackRock Inc	5.086%	1.503%	4,110,437	60,859	2022-09-30
Neuberger Berman Group LLC	4.484%	-9.989%	3,623,419	-402,108	2022-09-30
BAMCO Inc	4.145%	0.000%	3,350,000	0	2022-09-30
Goldman Sachs Group Inc	3.830%	11.533%	3,095,101	320,058	2022-09-30
DF Dent & Co Inc	3.544%	-0.133%	2,864,348	-3,826	2022-09-30
Copeland Capital Management, LLC	2.382%	9.583%	1,925,132	168,358	2022-09-30
Jennison Associates LLC	1.860%	43.911%	1,503,065	458,624	2022-09-30
Rockefeller Capital Management L.P.	1.681%	-0.741%	1,358,187	-10,139	2022-09-30
Allspring Global Investments Holdings, LLC	1.630%	-29.944%	1,317,510	-563,142	2022-06-30
State Street Corporation	1.556%	3.489%	1,257,269	42,387	2022-09-30
Geode Capital Management, LLC	1.415%	2.059%	1,143,083	23,060	2022-09-30
Scopus Asset Management, LLC	1.238%	0.000%	1,000,090	1,000,090	2022-09-30
ClearBridge Advisors, LLC	1.202%	-0.318%	971,642	-3,101	2022-09-30
Driehaus Capital Management LLC	0.937%	0.000%	757,245	757,245	2022-09-30
Ameriprise Financial Inc	0.932%	-2.304%	752,977	-17,761	2022-09-30
Advisors Capital Management, LLC	0.912%	4.969%	736,726	34,877	2022-09-30
Marshall Wace Asset Management Ltd	0.907%	7.627%	732,725	51,923	2022-06-30
Northern Trust Corp	0.869%	3.352%	702,296	22,775	2022-09-30
Millennium Management LLC	0.845%	169.880%	682,527	429,627	2022-09-30

Mutual Fund Ownership

Champlain Small Company Fund, LLC is the biggest individual fund holder of Utz Brands Inc (UTZ), owning a total of 4.2 million shares. Combined, the top 21 mutual fund holders of UTZ own 50.57% of the company with a total of 40.9 million shares.

In the latest ownership report on December 31st 2022, the top 21 fund holders increased their combined ownership of UTZ by 577 thousand shares. 2 funds bought 873,853 total additional shares and increased their ownership by an average of 53.48%. However 4 funds sold 297,126 total shares and decreased their ownership by an average of 3.4%.

Overall this is a positive sign as the number of shares owned by the top 20 mutual funds holding Utz Brands increased by a net total of 576,727 in the latest report.

Mutual Funds Chart

Latest Mutual Fund Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Champlain Small Company Fund, LLC	5.192%	9.713%	4,195,595	371,435	2022-12-31
Baron Small Cap Retail	4.022%	-2.985%	3,250,000	-100,000	2022-12-31
Baron Opp. Small Cap Growth Strategy	4.022%	-2.985%	3,250,000	-100,000	2022-12-31
Vanguard Small Cap Index	2.190%	-0.330%	1,769,904	-5,866	2022-12-31
DF Dent Mid Cap Growth	1.432%	-7.308%	1,157,474	-91,260	2022-12-31
Vanguard Small Cap Growth Index Inv	1.261%	97.237%	1,019,110	502,418	2022-12-31
Goldman Sachs Mid Cap Growth Instl	1.169%	0.000%	944,557	0	2022-12-31

Top Mutual Funds

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Champlain Small Company Fund, LLC	5.192%	9.713%	4,195,595	371,435	2022-12-31
JPM US Small Cap Core-Composite	4.284%	-1.883%	3,461,810	-66,431	2022-09-30
JPMorgan Small Cap Equity A	4.185%	0.000%	3,382,101	0	2022-11-30
Baron Small Cap Retail	4.022%	-2.985%	3,250,000	-100,000	2022-12-31
Baron Opp. Small Cap Growth Strategy	4.022%	-2.985%	3,250,000	-100,000	2022-12-31
Champlain Small Company Adv	2.673%	-4.000%	2,160,000	-90,000	2022-09-30
Neuberger Berman Genesis Inv	2.558%	-0.743%	2,067,030	-15,463	2022-09-30
Vanguard Instl Ttl Stck Mkt Idx Tr	2.555%	2.039%	2,065,002	41,258	2022-09-30
Vanguard Total Stock Mkt Idx Inv	2.555%	0.000%	2,065,002	0	2022-11-30
T. Rowe Price Small-Cap Stock	2.418%	-0.550%	1,954,253	-10,800	2022-09-30
Vanguard Small Cap Index	2.190%	-0.330%	1,769,904	-5,866	2022-12-31
T. Rowe Price Small-Cap Value	2.038%	-4.467%	1,646,927	-77,000	2022-09-30
iShares Russell 2000 ETF	1.847%	-0.831%	1,492,449	-12,500	2022-12-30
DF Dent Mid Cap Growth	1.432%	-7.308%	1,157,474	-91,260	2022-12-31
Old Westbury Small & Mid Cap Strategies	1.301%	0.000%	1,051,253	0	2022-10-31
T. Rowe Price Instl Small-Cap Stock	1.284%	-1.892%	1,037,892	-20,020	2022-09-30
T. Rowe Price US Small-Cap Core Equity	1.284%	-1.892%	1,037,892	-20,020	2022-09-30
Vanguard Small Cap Growth Index Inv	1.261%	97.237%	1,019,110	502,418	2022-12-31
Goldman Sachs Mid-Cap Growth	1.169%	-19.779%	944,557	-232,890	2022-09-30
Goldman Sachs Mid Cap Growth Instl	1.169%	0.000%	944,557	0	2022-12-31
Vanguard Extended Market Index Investor	1.128%	0.360%	911,852	3,266	2022-11-30