Utz Brands Inc (UTZ) Ownership

16.41 ↓0.49 (-2.90%)
As of January 26, 2023, 3:59pm EST.

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

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Latest Institutional Ownership Changes

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
Vanguard Group Inc8.475%1.297%6,848,66287,6872022-09-30
T. Rowe Price Investment Management,Inc.8.336%0.000%6,736,5406,736,5402022-09-30
JPMorgan Chase & Co6.759%-3.319%5,461,928-187,4782022-09-30
Champlain Investment Partners, LLC6.223%-1.508%5,029,258-76,9802022-09-30
BlackRock Inc5.086%1.503%4,110,43760,8592022-09-30
Neuberger Berman Group LLC4.484%-9.989%3,623,419-402,1082022-09-30
BAMCO Inc4.145%0.000%3,350,00002022-09-30
Goldman Sachs Group Inc3.830%11.533%3,095,101320,0582022-09-30
DF Dent & Co Inc3.544%-0.133%2,864,348-3,8262022-09-30
Copeland Capital Management, LLC2.382%9.583%1,925,132168,3582022-09-30
Jennison Associates LLC1.860%43.911%1,503,065458,6242022-09-30
Rockefeller Capital Management L.P.1.681%-0.741%1,358,187-10,1392022-09-30
State Street Corporation1.556%3.489%1,257,26942,3872022-09-30
Geode Capital Management, LLC1.415%2.059%1,143,08323,0602022-09-30
Scopus Asset Management, LLC1.238%0.000%1,000,0901,000,0902022-09-30
ClearBridge Advisors, LLC1.202%-0.318%971,642-3,1012022-09-30
Driehaus Capital Management LLC0.937%0.000%757,245757,2452022-09-30
Ameriprise Financial Inc0.932%-2.304%752,977-17,7612022-09-30
Advisors Capital Management, LLC0.912%4.969%736,72634,8772022-09-30
Northern Trust Corp0.869%3.352%702,29622,7752022-09-30
Millennium Management LLC0.845%169.880%682,527429,6272022-09-30

Top Institutions

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
Vanguard Group Inc8.475%1.297%6,848,66287,6872022-09-30
T. Rowe Price Associates, Inc.8.456%-8.135%6,833,416-605,1462022-06-30
T. Rowe Price Investment Management,Inc.8.336%0.000%6,736,5406,736,5402022-09-30
JPMorgan Chase & Co6.759%-3.319%5,461,928-187,4782022-09-30
Champlain Investment Partners, LLC6.223%-1.508%5,029,258-76,9802022-09-30
BlackRock Inc5.086%1.503%4,110,43760,8592022-09-30
Neuberger Berman Group LLC4.484%-9.989%3,623,419-402,1082022-09-30
BAMCO Inc4.145%0.000%3,350,00002022-09-30
Goldman Sachs Group Inc3.830%11.533%3,095,101320,0582022-09-30
DF Dent & Co Inc3.544%-0.133%2,864,348-3,8262022-09-30
Copeland Capital Management, LLC2.382%9.583%1,925,132168,3582022-09-30
Jennison Associates LLC1.860%43.911%1,503,065458,6242022-09-30
Rockefeller Capital Management L.P.1.681%-0.741%1,358,187-10,1392022-09-30
Allspring Global Investments Holdings, LLC1.630%-29.944%1,317,510-563,1422022-06-30
State Street Corporation1.556%3.489%1,257,26942,3872022-09-30
Geode Capital Management, LLC1.415%2.059%1,143,08323,0602022-09-30
Scopus Asset Management, LLC1.238%0.000%1,000,0901,000,0902022-09-30
ClearBridge Advisors, LLC1.202%-0.318%971,642-3,1012022-09-30
Driehaus Capital Management LLC0.937%0.000%757,245757,2452022-09-30
Ameriprise Financial Inc0.932%-2.304%752,977-17,7612022-09-30
Advisors Capital Management, LLC0.912%4.969%736,72634,8772022-09-30
Marshall Wace Asset Management Ltd0.907%7.627%732,72551,9232022-06-30
Northern Trust Corp0.869%3.352%702,29622,7752022-09-30
Millennium Management LLC0.845%169.880%682,527429,6272022-09-30

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

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Latest Mutual Fund Ownership Changes

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
Champlain Small Company Fund, LLC5.192%9.713%4,195,595371,4352022-12-31
Baron Small Cap Retail4.022%-2.985%3,250,000-100,0002022-12-31
Baron Opp. Small Cap Growth Strategy4.022%-2.985%3,250,000-100,0002022-12-31
Vanguard Small Cap Index2.190%-0.330%1,769,904-5,8662022-12-31
DF Dent Mid Cap Growth1.432%-7.308%1,157,474-91,2602022-12-31
Vanguard Small Cap Growth Index Inv1.261%97.237%1,019,110502,4182022-12-31
Goldman Sachs Mid Cap Growth Instl1.169%0.000%944,55702022-12-31

Top Mutual Funds

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
Champlain Small Company Fund, LLC5.192%9.713%4,195,595371,4352022-12-31
JPM US Small Cap Core-Composite4.284%-1.883%3,461,810-66,4312022-09-30
JPMorgan Small Cap Equity A4.185%0.000%3,382,10102022-11-30
Baron Small Cap Retail4.022%-2.985%3,250,000-100,0002022-12-31
Baron Opp. Small Cap Growth Strategy4.022%-2.985%3,250,000-100,0002022-12-31
Champlain Small Company Adv2.673%-4.000%2,160,000-90,0002022-09-30
Neuberger Berman Genesis Inv2.558%-0.743%2,067,030-15,4632022-09-30
Vanguard Instl Ttl Stck Mkt Idx Tr2.555%2.039%2,065,00241,2582022-09-30
Vanguard Total Stock Mkt Idx Inv2.555%0.000%2,065,00202022-11-30
T. Rowe Price Small-Cap Stock2.418%-0.550%1,954,253-10,8002022-09-30
Vanguard Small Cap Index2.190%-0.330%1,769,904-5,8662022-12-31
T. Rowe Price Small-Cap Value2.038%-4.467%1,646,927-77,0002022-09-30
iShares Russell 2000 ETF1.847%-0.831%1,492,449-12,5002022-12-30
DF Dent Mid Cap Growth1.432%-7.308%1,157,474-91,2602022-12-31
Old Westbury Small & Mid Cap Strategies1.301%0.000%1,051,25302022-10-31
T. Rowe Price Instl Small-Cap Stock1.284%-1.892%1,037,892-20,0202022-09-30
T. Rowe Price US Small-Cap Core Equity1.284%-1.892%1,037,892-20,0202022-09-30
Vanguard Small Cap Growth Index Inv1.261%97.237%1,019,110502,4182022-12-31
Goldman Sachs Mid-Cap Growth1.169%-19.779%944,557-232,8902022-09-30
Goldman Sachs Mid Cap Growth Instl1.169%0.000%944,55702022-12-31
Vanguard Extended Market Index Investor1.128%0.360%911,8523,2662022-11-30

Discussions

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wsb_pro

$UTZ How can this stock move so little? Damn

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