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UTZ Brands Inc (UTZ)

CUSIP: 918090101 | NYSE | Consumer Defensive · Packaged Foods | Small Cap | 604 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Beneficial Ownership — 13D / 13G

Full history →

5%+ stakes reported outside the quarterly cycle. A 13D is due within five business days of the event below, so these figures lead the holders table until the filer's next 13F catches up to them.

HolderShares% of ClassChangeEvent Datevs 13F
13GGlazer Capital, LLC4,446,5315.0%New 5%+ stakeOct 2, 2026Not yet in a 13F
13D/ASeries U of UM Partners, LLC
with Series R of UM Partners LLC, Dylan Lissette, Rice Family Foundation, +1 more
50,616,65037.3%New 5%+ stakeJul 20, 2026No 13F filer matched
13GGlazer Capital, LLC4,446,531
5.0% of class · Oct 2, 2026New 5%+ stake
Not yet in a 13F
13D/ASeries U of UM Partners, LLC50,616,650
37.3% of class · Jul 20, 2026New 5%+ stake
with Series R of UM Partners LLC, Dylan Lissette, Rice Family Foundation, +1 more
No 13F filer matched

Institutional Holders — Q3 2026

Geode Capital Management, LLC1,994,740
0.0% of portfolio›$28.4M
Creative Planning347,972
0.0% of portfolio›$5.0M
Bank of New York Mellon Corp222,487
0.0% of portfolio›$3.2M
New York Life Investment Management LLC180,389
0.0% of portfolio›$2.6M
Wolverine Asset Management LLC170,601
0.0% of portfolio›$2.4M
Dimensional Fund Advisors LP126,810
0.0% of portfolio›$1.8M
Deutsche Bank Ag\117,227
0.0% of portfolio›$1.7M
Sageworth Trust Co91,760
0.0% of portfolio›$1.3M
Atria Investments, Inc62,478
0.0% of portfolio›$890.3K
Russell Investments Group, Ltd.57,160
0.0% of portfolio›$814.5K
Kimelman & Baird, LLC55,984
0.1% of portfolio›$797.8K
Trium Capital LLP46,429
0.8% of portfolio›$661.6K
Inspire Investing, LLC44,564
0.0% of portfolio›$635.0K
Fifth Third Bancorp44,266
0.0% of portfolio›$630.8K
Truist Financial Corp37,509
0.0% of portfolio›$534.5K
ProShare Advisors LLC35,298
0.0% of portfolio›$503.0K
Barclays PLC28,844
0.0% of portfolio›$411.0K
First Bank & Trust25,369
0.1% of portfolio›$361.5K
LPL Financial LLC24,213
0.0% of portfolio›$345.0K
Diversify Wealth Management, LLC22,479
0.0% of portfolio›$321.9K
Diversify Advisory Services, LLC22,479
0.0% of portfolio›$321.9K
PNC Financial Services Group, Inc.20,872
0.0% of portfolio›$297.4K
Arizona State Retirement System20,572
0.0% of portfolio›$293.2K
Inscription Capital, LLC19,342
0.0% of portfolio›$275.6K
Wealth Enhancement Advisory Services, LLC18,467
0.0% of portfolio›$264.4K
Norden Group LLC16,622
0.0% of portfolio›$236.9K
Savant Capital, LLC16,016
0.0% of portfolio›$228.2K
Commonwealth Equity Services, LLC15,697
0.0% of portfolio›$223.7K
Pictet Asset Management Holding SA12,145
0.0% of portfolio›$173.1K
Vise Technologies, Inc.11,128
0.0% of portfolio›$158.6K
Merit Financial Group, LLC10,489
0.0% of portfolio›$149.5K
Citigroup Inc8,926
0.0% of portfolio›$127.2K
Nisa Investment Advisors, LLC6,562
0.0% of portfolio›$93.9K
Larson Financial Group LLC6,499
0.0% of portfolio›$92.6K
Versant Capital Management, Inc5,750
0.0% of portfolio›$81.9K
Parallel Advisors, LLC5,667
0.0% of portfolio›$80.8K
Caitong International Asset Management Co., Ltd5,589
0.0% of portfolio›$79.6K
Gamma Investing LLC3,783
0.0% of portfolio›$53.9K
First Horizon Corp3,197
0.0% of portfolio›$45.6K
Hazlett, Burt & Watson, Inc.3,000
0.0% of portfolio›$43
Assetmark, Inc2,910
0.0% of portfolio›$41.5K
Farther Finance Advisors, LLC2,694
0.0% of portfolio›$38.4K
Mitsubishi UFJ Asset Management Co., Ltd.2,519
0.0% of portfolio›$35.9K
Allworth Financial LP2,332
0.0% of portfolio›$18.0K
Signaturefd, LLC2,247
0.0% of portfolio›$32.0K
Newton One Investments LLC1,760
0.0% of portfolio›$25.1K
Nykredit A/S1,577
0.0% of portfolio›$22.5K
Sterling Capital Management LLC1,439
0.0% of portfolio›$20.5K
Fortitude Family Office, LLC1,125
0.0% of portfolio›$16.0K
Wilmington Savings Fund Society, FSB1,000
0.0% of portfolio›$14.3K
Pinnacle Wealth Planning Services, Inc.706
0.0% of portfolio›$10.1K
EverSource Wealth Advisors, LLC578
0.0% of portfolio›$8.2K
US Bancorp \de\522
0.0% of portfolio›$7.4K
Parkside Financial Bank & Trust519
0.0% of portfolio›$7.4K
Harbor Capital Advisors, Inc.493
0.0% of portfolio›$7
SJS Investment Consulting Inc.477
0.0% of portfolio›$6.8K
Owl Creek Wealth Partners LLC460
0.0% of portfolio›$6.6K
WPG Advisers, LLC329
0.0% of portfolio›$4.7K
GK Wealth Management LLC320
0.0% of portfolio›$4.6K
Costello Asset Management, Inc300
0.0% of portfolio›$4.3K
Financial Consulate, Inc288
0.0% of portfolio›$4.1K
Silver Grove Financial Group, Inc.280
0.0% of portfolio›$4.0K
Root Financial Partners, LLC270
0.0% of portfolio›$3.8K
Provenance Wealth Advisors, LLC228
0.0% of portfolio›$3.2K
Navigoe, LLC210
0.0% of portfolio›$2
MassMutual Private Wealth & Trust, FSB108
0.0% of portfolio›$1.5K
Physician Wealth Advisors, Inc.103
0.0% of portfolio›$1.5K
Main Street Group, LTD100
0.0% of portfolio›$1.4K
Lanark Financial, Inc.100
0.0% of portfolio›$1.4K
IFP Advisors, Inc48
0.0% of portfolio›$684
Covestor Ltd39
0.0% of portfolio›$1
Ascentis Wealth Management, LLC24
0.0% of portfolio›$342
Capital Advisors, Ltd. LLC19
0.0% of portfolio›$0
Essential Partners LLC19
0.0% of portfolio›$271
Clearstead Advisors, LLC18
0.0% of portfolio›$257
Hughes Financial Services, LLC13
0.0% of portfolio›$186
Harbor Investment Advisory, LLC5
0.0% of portfolio›$71
StyleTurnoverLocationFiled
Geode Capital Management, LLC
1,994,740$28.4M0.0%IndexVery LowBoston, MA2026-11-06
Creative Planning
347,972$5.0M0.0%IndexVery LowOverland Park, KS2026-11-02
Bank of New York Mellon Corp
222,487$3.2M0.0%CoreLowNew York, NY2026-11-05
New York Life Investment Management LLC
180,389$2.6M0.0%GrowthLowNew York, NY2026-11-04
Wolverine Asset Management LLC
170,601$2.4M0.0%Deep ValueVery HighChicago, IL2026-11-02
Dimensional Fund Advisors LP
126,810$1.8M0.0%IndexLowAustin, TX2026-11-04
Deutsche Bank Ag\
117,227$1.7M0.0%CoreMediumFrankfurt Am Main, Hong Kong2026-11-06
Sageworth Trust Co
91,760$1.3M0.0%ETFLowLancaster, PA2026-10-30
Atria Investments, Inc
62,478$890.3K0.0%CoreMediumCharlotte, NC2026-10-15
Russell Investments Group, Ltd.
57,160$814.5K0.0%CoreLowSeattle, WA2026-11-06
Kimelman & Baird, LLC
55,984$797.8K0.1%CoreLowNew York, NY2026-11-03
Trium Capital LLP
46,429$661.6K0.8%YieldVery HighLondon, United Kingdom2026-10-16
Inspire Investing, LLC
44,564$635.0K0.0%GARPHighMeridian, ID2026-10-22
Fifth Third Bancorp
44,266$630.8K0.0%IndexVery LowCincinnati, OH2026-11-05
Truist Financial Corp
37,509$534.5K0.0%CoreLowCharlotte, NC2026-10-30
ProShare Advisors LLC
35,298$503.0K0.0%GrowthLowBethesda, MD2026-10-29
Barclays PLC
28,844$411.0K0.0%CoreMediumLondon, United Kingdom2026-11-06
First Bank & Trust
25,369$361.5K0.1%CoreLowBrookings, SD2026-10-19
LPL Financial LLC
24,213$345.0K0.0%IndexVery LowFort Mill, SC2026-11-06
Diversify Wealth Management, LLC
22,479$321.9K0.0%GrowthMediumSandy, UT2026-10-20
Diversify Advisory Services, LLC
22,479$321.9K0.0%GrowthLowSandy, UT2026-10-20
PNC Financial Services Group, Inc.
20,872$297.4K0.0%GrowthVery LowPittsburgh, PA2026-11-06
Arizona State Retirement System
20,572$293.2K0.0%IndexVery LowPhoenix, AZ2026-11-03
Inscription Capital, LLC
19,342$275.6K0.0%GARPMediumHouston, TX2026-11-02
Wealth Enhancement Advisory Services, LLC
18,467$264.4K0.0%CoreLowPlymouth, MN2026-10-13
Norden Group LLC
16,622$236.9K0.0%GrowthMediumProvo, UT2026-10-20
Savant Capital, LLC
16,016$228.2K0.0%IndexVery LowRockford, IL2026-11-06
Commonwealth Equity Services, LLC
15,697$223.7K0.0%ETFLowWaltham, MA2026-11-02
Pictet Asset Management Holding SA
12,145$173.1K0.0%GrowthMediumCarouge, Switzerland2026-11-03
Vise Technologies, Inc.
11,128$158.6K0.0%IndexLowNew York, NY2026-10-29
Merit Financial Group, LLC
10,489$149.5K0.0%ETFLowAlpharetta, GA2026-11-06
Citigroup Inc
8,926$127.2K0.0%CoreMediumNew York, NY2026-11-04
Nisa Investment Advisors, LLC
6,562$93.9K0.0%IndexVery LowSt. Louis, MO2026-10-20
Larson Financial Group LLC
6,499$92.6K0.0%GrowthLowSt Louis, MO2026-11-05
Versant Capital Management, Inc
5,750$81.9K0.0%GARPLowPhoenix, AZ2026-10-02
Parallel Advisors, LLC
5,667$80.8K0.0%IndexLowSan Francisco, CA2026-11-03
Caitong International Asset Management Co., Ltd
5,589$79.6K0.0%GrowthVery HighHong Kong, South Korea2026-10-29
Gamma Investing LLC
3,783$53.9K0.0%IndexVery LowFoster City, CA2026-10-08
First Horizon Corp
3,197$45.6K0.0%CoreLowMemphis, TN2026-10-26
Hazlett, Burt & Watson, Inc.
3,000$430.0%CoreVery LowWheeling, WV2026-11-04
Assetmark, Inc
2,910$41.5K0.0%ETFLowConcord, CA2026-10-21
Farther Finance Advisors, LLC
2,694$38.4K0.0%IndexLowSan Francisco, CA2026-10-08
Mitsubishi UFJ Asset Management Co., Ltd.
2,519$35.9K0.0%IndexVery LowTokyo, Mexico2026-11-05
Allworth Financial LP
2,332$18.0K0.0%IndexLowFolsom, CA2026-11-06
Signaturefd, LLC
2,247$32.0K0.0%IndexLowAtlanta, GA2026-10-23
Newton One Investments LLC
1,760$25.1K0.0%ETFVery LowNewark, DE2026-10-14
Nykredit A/S
1,577$22.5K0.0%CoreN/ANordhavn, Greece2026-11-06
Sterling Capital Management LLC
1,439$20.5K0.0%GARPMediumCharlotte, NC2026-10-22
Fortitude Family Office, LLC
1,125$16.0K0.0%ETFMediumScottsdale, AZ2026-10-14
Wilmington Savings Fund Society, FSB
1,000$14.3K0.0%CoreLowWilmington, DE2026-10-23
Pinnacle Wealth Planning Services, Inc.
706$10.1K0.0%GARPLowMansfield, OH2026-10-27
EverSource Wealth Advisors, LLC
578$8.2K0.0%CoreMediumBirmingham, AL2026-11-04
US Bancorp \de\
522$7.4K0.0%IndexLowMinneapolis, MN2026-11-05
Parkside Financial Bank & Trust
519$7.4K0.0%CoreVery LowSaint Louis, MO2026-10-27
Harbor Capital Advisors, Inc.
493$70.0%ValueHighChicago, IL2026-10-22
SJS Investment Consulting Inc.
477$6.8K0.0%ETFVery LowSylvania, OH2026-10-26
Owl Creek Wealth Partners LLC
460$6.6K0.0%IndexLowGreenwood Village, CO2026-10-20
WPG Advisers, LLC
329$4.7K0.0%CoreLowBaltimore, MD2026-10-27
GK Wealth Management LLC
320$4.6K0.0%GARPVery HighReno, NV2026-10-09
Costello Asset Management, Inc
300$4.3K0.0%CoreLowFeasterville, PA2026-10-30
Financial Consulate, Inc
288$4.1K0.0%ETFLowHunt Valley, MD2026-10-23
Silver Grove Financial Group, Inc.
280$4.0K0.0%CoreMediumOrchard Park, NY2026-11-05
Root Financial Partners, LLC
270$3.8K0.0%ETFMediumEncinitas, CA2026-10-21
Provenance Wealth Advisors, LLC
228$3.2K0.0%ETFLowFort Lauderdale, FL2026-10-30
Navigoe, LLC
210$20.0%ETFVery LowRedondo Beach, CA2026-11-04
MassMutual Private Wealth & Trust, FSB
108$1.5K0.0%CoreLowSpringfield, MA2026-10-05
Physician Wealth Advisors, Inc.
103$1.5K0.0%ETFMediumMidvale, UT2026-10-20
Main Street Group, LTD
100$1.4K0.0%ETFMediumGlen Allen, VA2026-10-28
Lanark Financial, Inc.
100$1.4K0.0%CoreMediumBirmingham, AL2026-10-26
IFP Advisors, Inc
48$6840.0%GrowthLowTampa, FL2026-10-16
Covestor Ltd
39$10.0%ValueHighLondon, United Kingdom2026-10-30
Ascentis Wealth Management, LLC
24$3420.0%Agg GrowthLowDallas, TX2026-11-03
Capital Advisors, Ltd. LLC
19$00.0%ETFLowShaker Heights, OH2026-10-27
Essential Partners LLC
19$2710.0%ValueMediumRancho Santa Fe, CA2026-10-14
Clearstead Advisors, LLC
18$2570.0%ETFLowCleveland, OH2026-11-06
Hughes Financial Services, LLC
13$1860.0%ETFLowHerndon, VA2026-10-30
Harbor Investment Advisory, LLC
5$710.0%GrowthLowLutherville, MD2026-10-13