Utz Brands, Inc. 13F holders
235 funds reported a position in Utz Brands, Inc. in their 13F for the quarter ended 30 June 2026, together 77.0 million shares worth $594.0 million. Against the quarter before, 37 opened a position, 98 added, 56 trimmed and 32 sold out; together they bought a net 870,810 shares. The largest holders: BlackRock, Inc., Vanguard Portfolio Management LLC and Copeland Capital Management, LLC.
Funds holding235+9 on Q1 2026
Shares they held77.0Mworth $594.0 million
Net bought on the quarter870,810 sharesabout $6.7 million at the funds' values
Funds buying to selling135 to 88opened or added, to cut or sold
Opened 37Added 98Held 41Trimmed 56Sold out 32
What each fund did in UTZ against its 13F for the quarter before; a change under 0.1% of a holding counts as held
Funds reporting a position in UTZ in their 13F, each quarter; hover a bar for the shares they held
Filed so far for the quarter to 30 September 2026
3,241 funds have filed their 13F for the quarter so far; the rest are due by 16 November 2026. Of those, 39 reported a position in Utz Brands, Inc.: 7 opened one, 11 added, 12 trimmed and 10 sold out, a net 4.0 million shares sold.
The largest moves in the name among the funds that have filed, against each fund's previous 13F.
The well-known funds
Of the 44 funds followed here, 7 reported a position in Utz Brands, Inc. in a 13F for the quarter ended 30 June 2026. The largest: Two Sigma Investments, 2.4 million shares worth $18.6 million, 0.0% of its reported book. New this quarter: Renaissance Technologies. Sold out: Alyeska. In the quarter, 5 funds added or opened a position and 3 trimmed or sold out; together they bought a net 88,042 shares, about $677,923 at the funds' own value per share on 30 June 2026. A change under 0.1% of a holding counts as held.
| Fund | Shares | Value | Of its book | Change on the quarter | Status | Quarter ended | Filing |
|---|---|---|---|---|---|---|---|
| Two Sigma Investments | 2,415,524 | $18.6 million | 0.0% | +689,560 | added | 30 June 2026 | 13F |
| Geode Capital Management | 1,983,856 | $15.3 million | 0.0% | +172,524 | added | 30 June 2026 | 13F |
| Citadel Advisors | 1,324,243 | $10.2 million | 0.0% | +1,140,401 | added | 30 June 2026 | 13F |
| FMR LLC | 1,137,908 | $8.8 million | 0.0% | -75,250 | trimmed | 30 June 2026 | 13F |
| Millennium Management | 1,056,928 | $8.1 million | 0.0% | -182,165 | trimmed | 30 June 2026 | 13F |
| Point72 Asset Management | 1,043,982 | $8.0 million | 0.0% | +739,672 | added | 30 June 2026 | 13F |
| Renaissance Technologies | 161,600 | $1.2 million | 0.0% | +161,600 | new | 30 June 2026 | 13F |
| Alyeska | 0 | $0 | 0.0% | -2,558,300 | exited | 30 June 2026 | 13F |
Value is what the fund reported.
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Change is shares against the fund's previous 13F; a fund with one filing read shows no change. 13Fs cover long US positions of managers above $100 million and are filed up to 45 days after the quarter.The largest holders
| Fund | Shares | Share of all | Value | Of its book | Change in shares | Filing |
|---|---|---|---|---|---|---|
| BlackRock, Inc. | 6,122,796 | 7.95% | $47.1 million | 0.00% | +477,516 | 13F |
| Vanguard Portfolio Management LLC | 4,066,303 | 5.28% | $31.3 million | 0.00% | +35,473 | 13F |
| Copeland Capital Management, LLC | 3,958,637 | 5.14% | $30.5 million | 0.63% | -104,924 | 13F |
| JPMorgan Chase & Co. | 3,471,373 | 4.51% | $27.1 million | 0.00% | -625,811 | 13F |
| Vanguard Capital Management LLC | 3,273,514 | 4.25% | $25.2 million | 0.00% | +112,582 | 13F |
| First Eagle Investment Management, LLC | 2,637,500 | 3.42% | $20.3 million | 0.02% | 13F | |
| Two Sigma Investments, LP | 2,415,524 | 3.14% | $18.6 million | 0.01% | +689,560 | 13F |
| Focus Partners Wealth | 2,389,800 | 3.10% | $18.4 million | 0.02% | +397,972 | 13F |
| Goldman Sachs Group Inc. | 2,094,349 | 2.72% | $16.1 million | 0.00% | +1,211,226 | 13F |
| Geode Capital Management, LLC | 1,983,856 | 2.58% | $15.3 million | 0.00% | +172,524 | 13F |
| Dimensional Fund Advisors LP | 1,896,995 | 2.46% | $14.6 million | 0.00% | -101,094 | 13F |
| Diamond Hill Capital Management, LLC (Investment Advisor) | 1,878,175 | 2.44% | $14.5 million | 0.12% | +1,089,283 | 13F |
| State Street Corp. | 1,844,087 | 2.39% | $14.3 million | 0.00% | +85,950 | 13F |
| Thompson Siegel & Walmsley LLC | 1,742,123 | 2.26% | $13.4 million | 0.24% | +153,826 | 13F |
| Systematic Financial Management LP | 1,639,136 | 2.13% | $12.6 million | 0.25% | +789,675 | 13F |
| Ameriprise Financial Inc. | 1,579,394 | 2.05% | $12.2 million | 0.00% | +133,002 | 13F |
| Jennison Associates LLC | 1,521,159 | 1.97% | $11.7 million | 0.01% | +128,026 | 13F |
| GW&K Investment Management, LLC | 1,498,239 | 1.95% | $11.5 million | 0.09% | +53,727 | 13F |
| D. E. Shaw & Co., Inc. | 1,480,902 | 1.92% | $11.4 million | 0.01% | +181,482 | 13F |
| Citadel Advisors LLC | 1,324,243 | 1.72% | $10.2 million | 0.01% | +1,140,401 | 13F |
| UBS Group AG | 1,320,668 | 1.71% | $10.2 million | 0.00% | +6,692 | 13F |
| Massachusetts Financial Services Co. | 1,300,542 | 1.69% | $10.0 million | 0.00% | -68,122 | 13F |
| Ceredex Value Advisors LLC | 1,208,300 | 1.57% | $9.3 million | 0.26% | -56,200 | 13F |
| Royal Bank of Canada | 1,164,952 | 1.51% | $9.0 million | 0.00% | +227,892 | 13F |
| FMR LLC | 1,137,908 | 1.48% | $8.8 million | 0.00% | -75,250 | 13F |
| CastleKnight Management LP | 1,093,600 | 1.42% | $8.4 million | 0.31% | +96,300 | 13F |
| Millennium Management LLC | 1,056,928 | 1.37% | $8.1 million | 0.01% | -182,165 | 13F |
| Northern Trust Corp. | 1,044,095 | 1.36% | $8.0 million | 0.00% | +56,986 | 13F |
| Point72 Asset Management, L.P. | 1,043,982 | 1.36% | $8.0 million | 0.01% | +739,672 | 13F |
| Balyasny Asset Management L.P. | 1,018,160 | 1.32% | $7.8 million | 0.01% | -1,605,164 | 13F |
| Clearbridge Investments, LLC | 916,442 | 1.19% | $7.1 million | 0.01% | +12,942 | 13F |
| AQR Capital Management LLC | 868,387 | 1.13% | $6.7 million | 0.00% | +671,400 | 13F |
| Morgan Stanley | 826,152 | 1.07% | $6.4 million | 0.00% | +231,387 | 13F |
| Charles Schwab Investment Management Inc. | 696,366 | 0.90% | $5.4 million | 0.00% | +119,975 | 13F |
| Envestnet Asset Management Inc. | 680,603 | 0.88% | $5.2 million | 0.00% | -56,459 | 13F |
| Bank of America Corp. | 568,490 | 0.74% | $4.4 million | 0.00% | -228,096 | 13F |
| Vanguard Fiduciary Trust Co. | 520,356 | 0.68% | $4.0 million | 0.00% | +13,572 | 13F |
| Quantinno Capital Management LP | 490,584 | 0.64% | $3.8 million | 0.01% | +199,550 | 13F |
| Martin & Co. Inc. | 487,863 | 0.63% | $3.8 million | 0.59% | new | 13F |
| Landscape Capital Management, L.l.c. | 461,657 | 0.60% | $3.6 million | 0.23% | +188,737 | 13F |
| Trexquant Investment LP | 368,297 | 0.48% | $2.8 million | 0.02% | -509,638 | 13F |
| King Luther Capital Management Corp. | 363,677 | 0.47% | $2.8 million | 0.01% | +1,454 | 13F |
| Corient Private Wealth LP | 356,997 | 0.46% | $2.7 million | 0.00% | +135,239 | 13F |
| Sei Investments Co. | 311,387 | 0.40% | $2.4 million | 0.00% | -40,841 | 13F |
| Russell Investments Group, Ltd. | 309,716 | 0.40% | $2.4 million | 0.00% | +235,503 | 13F |
| Stifel Financial Corp. | 262,367 | 0.34% | $2.0 million | 0.00% | -6,772 | 13F |
| Advisors Capital Management, LLC | 260,486 | 0.34% | $2.0 million | 0.02% | +12,735 | 13F |
| Marshall Wace, LLP | 256,415 | 0.33% | $2.0 million | 0.00% | -1,200,789 | 13F |
| Deutsche Bank AG | 254,890 | 0.33% | $2.0 million | 0.00% | +87,463 | 13F |
| Maverick Capital Ltd | 253,475 | 0.33% | $2.0 million | 0.02% | new | 13F |
The 50 largest of the 235 funds that reported a position in UTZ in their 13F for the quarter ended 30 June 2026, by the value each reported.
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Share of all is the fund's part of all the shares the funds reported. Change is shares against the fund's 13F for the quarter before. A 13F lists a manager's long positions in US-listed shares at the quarter's end. What is a 13F?Options the funds reported on UTZ
| Fund | Option | Shares under the options | Value of those shares | Quarter ended | Filing |
|---|---|---|---|---|---|
| Citadel Advisors | Puts | 56,300 | $433,510 | 30 June 2026 | 13F |
| Citadel Advisors | Calls | 32,400 | $249,480 | 30 June 2026 | 13F |
A 13F lists calls and puts by the shares they cover and what those shares were worth at the quarter's end, not what the options cost.
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They are not counted in the holdings above. A put gains when the stock falls, a call when it rises, and a fund may hold either to hedge.Schedule 13D and 13G filed on the name, last twelve months
| Filed | Schedule | Who | Holding | Of the class | Event date | Rule or purpose | Filing |
|---|---|---|---|---|---|---|---|
| 9 October 2026 | 13G | Glazer Capital, LLC and 3 others | 4.4 million | 5.0% | 2 October 2026 | passive, under 20% (13d-1(c)) | EDGAR |
| 22 July 2026 | 13D/A | Series U of UM Partners, LLC and 4 others | 50.6 million | 37.3% | 20 July 2026 | Item 4 of the Schedule 13D is hereby amended and restated in its entirety as follows: Merger Agreement; Merger Consideration and Treatment of Equity Awards As summarized under Item 3 above, on July 20, 2026, the Issuer, Acquiror, Merger Sub | EDGAR |
| 15 May 2026 | 13G/A | Ameriprise Financial, Inc. and 1 other | 1.9 million | 2.2% | 31 March 2026 | passive, institutional (13d-1(b)) | EDGAR |
| 13 May 2026 | 13G/A | Jpmorgan Chase & Co and 1 other | 4.1 million | 4.6% | 31 March 2026 | passive, institutional (13d-1(b)) | EDGAR |
| 27 March 2026 | 13G/A | The Vanguard Group and 1 other | 0 | 0.0% | 13 March 2026 | passive, institutional (13d-1(b)) | EDGAR |
| 17 February 2026 | 13G/A | Ameriprise Financial, Inc. and 1 other | 5.3 million | 6.1% | 31 December 2025 | passive, institutional (13d-1(b)) | EDGAR |
| 23 January 2026 | 13G/A | Jpmorgan Chase & Co. and 1 other | 5.3 million | 6.0% | 31 December 2025 | passive, institutional (13d-1(b)) | EDGAR |
| 20 January 2026 | 13G/A | Integrated Core Strategies (US) LLC and 7 others | 2.5 million | 2.9% | 31 December 2025 | passive, under 20% (13d-1(c)) | EDGAR |
A Schedule 13D is filed by anyone who crosses 5% of a class with intent to influence; a 13G by a passive holder.
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Amendments (/A) report a change, including an exit to zero. Holding and percentage are as the filer stated them on the cover page; the purpose is the filer's own words, cut short. 13D and 13GFails to deliver
| Settlement date | Shares failed | Price | File |
|---|---|---|---|
| 22 September 2026 | 10,156 | $14.22 | SEC |
| 16 September 2026 | 148 | $14.27 | SEC |
| 28 August 2026 | 31,894 | $14.20 | SEC |
| 27 August 2026 | 1,922 | $14.22 | SEC |
| 21 August 2026 | 126 | $14.13 | SEC |
Shares that failed to deliver at settlement, per day, from the SEC's half-month files, which arrive about two weeks after the period.