UTZ · Utz Brands, Inc. · Shareholders & Ownership

$14.31 +0.02 (+0.14%)

Russell 2000 member Rebalance outlook locked

Market Cap

$2.06B

143.96M

Volume · Oct 21 76.42K Avg daily vol (3M) 3.41M

Every disclosed holder of UTZ in one list: 13F institutions, Schedule 13D and 13G filers, insiders (Forms 3, 4 and 5) and registered funds, each from its own latest filing. Holders nest by CIK and SEC reporting links, never by name, and each is summed once.

How the holder list picks a filing →

Who Owns UTZ

13F quarter Sep 30, 2026, combined view: filers that have not filed yet carry their Jun 30, 2026 positions

Holder group	Holders	Shares	% Out	Summed
Institutional (13F)	232	71,806,566	49.88%	Yes
Insiders (Forms 3, 4, 5)	0	0	0.00%	No
13D/G-only blocks	7	30,014,433	20.85%	Yes
Remaining	—	42,141,214	29.27%	Rest
Registered funds (N-PORT, not summed)	161	26,831,667	18.64%	No

Shares outstanding: 143,962,213, the issuer's latest cover-page count restated onto today's split basis.

Insiders are listed but not summed: the issuer has more than one class of common stock and Forms 3, 4 and 5 report one issuer-wide balance across them.

13D/G-only counts each filer's latest 13D or 13G that no 13F report of the listing contains, that names no 13F filer and that no counted insider files. Funds are never summed: their shares sit inside their advisers' 13F reports.

Holders of UTZ

One row per holder Every filing By ultimate parent

All 13F Funds Insiders 13D/G Non-US

#	Holder	Shares	% Out	Change	As of	Notes
1	Series R of UM Partners LLC 13D CIK 1821472 · Unknown · Jul 20, 2026 Item 4 purpose: Merger opposition or support	8,932,350	6.20%	-41,912,185	Jul 20, 2026
1.1	Series R of UM Partners, LLC Insider CIK 1821472 · Nov 24, 2025 10% Owner, issuer-wide, not summed	630,000	0.44%	+15,000	Nov 24, 2025	10% Owner, issuer-wide, not summed
2	BlackRock, Inc. 13F CIK 2012383 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	6,122,796	4.25%	+477,516	Jun 30, 2026	carried, not yet filed for the newest quarter
2.1	iShares Russell 2000 ETF Fund S000004344 · Registered fund · Jun 30, 2026 iShares Trust, not summed	1,926,312	1.34%	+140,775	Jun 30, 2026	iShares Trust, not summed
2.2	iShares Russell 2000 Value ETF Fund S000004342 · Registered fund · Jun 30, 2026 iShares Trust, not summed	681,965	0.47%	+52,667	Jun 30, 2026	iShares Trust, not summed
2.3	Master Small Cap Index Series Fund S000002716 · Registered fund · Jun 30, 2026 Quantitative Master Series LLC, not summed	138,158	0.10%	+16,088	Jun 30, 2026	Quantitative Master Series LLC, not summed
2.4	iShares US Small Cap Value Factor ETF Fund S000069740 · Registered fund · Jun 30, 2026 iShares Trust, not summed	95,692	0.07%	—	Jun 30, 2026	iShares Trust, not summed
2.5	iShares Core S&P Total U.S. Stock Market ETF Fund S000004317 · Registered fund · Jun 30, 2026 iShares Trust, not summed	93,750	0.07%	+2,176	Jun 30, 2026	iShares Trust, not summed
3	GLAZER CAPITAL, LLC 13G CIK 1076809 · Registered investment adviser · Oct 2, 2026 Rule 13d-1(c), passive investor	4,446,531	3.09%	—	Oct 2, 2026	Rule 13d-1(c), passive investor
4	VANGUARD PORTFOLIO MANAGEMENT LLC 13F CIK 2100121 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	4,066,303	2.82%	+35,473	Jun 30, 2026	carried, not yet filed for the newest quarter
5	Champlain Investment Partners, LLC 13G CIK 1315478 · Registered investment adviser · Mar 31, 2025 Rule 13d-1(b), qualified institution	4,019,383	2.79%	-568,823	Mar 31, 2025	Rule 13d-1(b), qualified institution
6	Giordano Jason K Insider CIK 1458039 · Apr 23, 2026 Director, issuer-wide, not summed	3,840,293	2.67%	+16,927	Apr 23, 2026	Director, issuer-wide, not summed
6.1	Jason K. Giordano 13G CIK 1458039 · Unknown · Sep 30, 2025 Rule 13d-1(d), exempt investor	3,813,693	2.65%	-1,562,770	Sep 30, 2025	Rule 13d-1(d), exempt investor
7	Series U of UM Partners, LLC Insider CIK 1821469 · Nov 24, 2025 10% Owner, issuer-wide, not summed	3,570,000	2.48%	+85,000	Nov 24, 2025	10% Owner, issuer-wide, not summed
8	JPMORGAN CHASE & CO 13F CIK 19617 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	3,471,373	2.41%	-625,811	Jun 30, 2026	carried, not yet filed for the newest quarter
9	VANGUARD CAPITAL MANAGEMENT LLC 13F CIK 2100119 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	3,273,514	2.27%	+112,582	Jun 30, 2026	carried, not yet filed for the newest quarter
10	Millennium Management LLC 13G CIK 1319244 · Unknown · Dec 31, 2025 Rule 13d-1(c), passive investor	2,542,217	1.77%	-1,981,863	Dec 31, 2025	Rule 13d-1(c), passive investor
11	TWO SIGMA INVESTMENTS, LP 13F CIK 1179392 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,415,524	1.68%	+689,560	Jun 30, 2026	carried, not yet filed for the newest quarter
12	Focus Partners Wealth 13F CIK 1542153 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,389,800	1.66%	+397,972	Jun 30, 2026	carried, not yet filed for the newest quarter
13	VANGUARD TOTAL STOCK MARKET INDEX FUND Fund S000002848 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	2,275,131	1.58%	+63,600	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
14	GOLDMAN SACHS GROUP INC 13F CIK 886982 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	2,094,349	1.45%	+1,211,226	Jun 30, 2026	carried, not yet filed for the newest quarter
14.1	Goldman Sachs Multi-Manager Global Equity Fund Fund S000049146 · Registered fund · Jul 31, 2026 Goldman Sachs Trust II, not summed	35,126	0.02%	-3,575	Jul 31, 2026	Goldman Sachs Trust II, not summed
14.2	Goldman Sachs Absolute Return Tracker Fund Fund S000020314 · Registered fund · Jun 30, 2026 GOLDMAN SACHS TRUST, not summed	4,621	0.00%	-3,959	Jun 30, 2026	GOLDMAN SACHS TRUST, not summed
15	GEODE CAPITAL MANAGEMENT, LLC 13F CIK 1214717 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,983,856	1.38%	+172,524	Jun 30, 2026	carried, not yet filed for the newest quarter
16	DIMENSIONAL FUND ADVISORS LP 13F CIK 354204 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,896,995	1.32%	-101,094	Jun 30, 2026	carried, not yet filed for the newest quarter
16.1	U.S. SMALL CAP VALUE PORTFOLIO Fund S000000987 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	604,245	0.42%	+80,638	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
16.2	Dimensional US Small Cap Value ETF Fund S000075151 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	359,600	0.25%	+53,066	Jul 31, 2026	Dimensional ETF Trust, not summed
16.3	U.S. MICRO CAP PORTFOLIO Fund S000000948 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	228,256	0.16%	+188,769	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
16.4	U.S. SMALL CAP PORTFOLIO Fund S000000971 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	162,450	0.11%	-171,566	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
16.5	Dimensional U.S. Targeted Value ETF Fund S000070901 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	148,274	0.10%	-71,263	Jul 31, 2026	Dimensional ETF Trust, not summed
17	DIAMOND HILL CAPITAL MANAGEMENT INC 13F CIK 1217541 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,878,175	1.30%	+1,089,283	Jun 30, 2026	carried, not yet filed for the newest quarter
17.1	DIAMOND HILL SMALL CAP FUND Fund S000003154 · Registered fund · Jun 30, 2026 Diamond Hill Funds, not summed	1,379,307	0.96%	+712,073	Jun 30, 2026	Diamond Hill Funds, not summed
18	STATE STREET CORP 13F CIK 93751 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	1,844,087	1.28%	+85,950	Jun 30, 2026	carried, not yet filed for the newest quarter
18.1	STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO Fund S000050332 · Registered fund · Jun 30, 2026 STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed	26,300	0.02%	+2,000	Jun 30, 2026	STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed
18.2	State Street Total Return V.I.S. Fund Fund S000001637 · Registered fund · Jun 30, 2026 STATE STREET VARIABLE INSURANCE SERIES FUNDS INC, not summed	1,689	0.00%	0	Jun 30, 2026	STATE STREET VARIABLE INSURANCE SERIES FUNDS INC, not summed
18.3	State Street Balanced Index Fund Fund S000082802 · Registered fund · Jun 30, 2026 STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed	463	0.00%	0	Jun 30, 2026	STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed
19	JPMorgan Small Cap Equity Fund Fund S000002794 · Registered fund · Jun 30, 2026 JPMorgan Trust I, not summed	1,809,523	1.26%	-482,163	Jun 30, 2026	JPMorgan Trust I, not summed
20	THOMPSON SIEGEL & WALMSLEY LLC 13F CIK 1008322 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,742,123	1.21%	+153,826	Jun 30, 2026	carried, not yet filed for the newest quarter
21	SYSTEMATIC FINANCIAL MANAGEMENT LP 13F CIK 1085936 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,639,136	1.14%	+789,675	Jun 30, 2026	carried, not yet filed for the newest quarter
22	VANGUARD SMALL-CAP INDEX FUND Fund S000002845 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	1,622,760	1.13%	-1,087	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
23	AMERIPRISE FINANCIAL INC 13F CIK 820027 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,579,394	1.10%	+133,002	Jun 30, 2026	carried, not yet filed for the newest quarter
23.1	Columbia Select Small Cap Value Fund Fund S000031375 · Registered fund · May 31, 2026 Columbia Funds Series Trust II, not summed	371,890	0.26%	-6,556	May 31, 2026	Columbia Funds Series Trust II, not summed
23.2	Columbia Variable Portfolio - Small Cap Value Discovery Fund Fund S000012561 · Registered fund · Jun 30, 2026 COLUMBIA FUNDS VARIABLE INSURANCE TRUST, not summed	137,260	0.10%	-4,300	Jun 30, 2026	COLUMBIA FUNDS VARIABLE INSURANCE TRUST, not summed
23.3	Columbia Variable Portfolio - Select Small Cap Value Fund Fund S000019852 · Registered fund · Jun 30, 2026 Columbia Funds Variable Series Trust II, not summed	109,974	0.08%	+5,959	Jun 30, 2026	Columbia Funds Variable Series Trust II, not summed
23.4	Columbia Research Enhanced Small Cap ETF Fund S000095313 · Registered fund · Jun 30, 2026 Columbia ETF Trust I, not summed	106	0.00%	—	Jun 30, 2026	Columbia ETF Trust I, not summed
24	JENNISON ASSOCIATES LLC 13F CIK 53417 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,521,159	1.06%	+128,026	Jun 30, 2026	carried, not yet filed for the newest quarter
25	GW&K Investment Management, LLC 13F CIK 1082917 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,498,239	1.04%	+53,727	Jun 30, 2026	carried, not yet filed for the newest quarter
26	T. Rowe Price Investment Management, Inc. 13G CIK 1897612 · Investment adviser · Mar 31, 2025 Rule 13d-1(b), qualified institution	1,487,374	1.03%	-4,713,046	Mar 31, 2025	Rule 13d-1(b), qualified institution
27	D. E. Shaw & Co., Inc. 13F CIK 1009207 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	1,480,902	1.03%	+181,482	Jun 30, 2026	carried, not yet filed for the newest quarter
28	CITADEL ADVISORS LLC 13F CIK 1423053 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,324,243	0.92%	+1,140,401	Jun 30, 2026	carried, not yet filed for the newest quarter
29	UBS Group AG 13F CIK 1610520 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	1,320,668	0.92%	+6,692	Jun 30, 2026	carried, not yet filed for the newest quarter
30	First Eagle Investment Management, LLC 13F CIK 1325447 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,318,750	0.92%	+189,000	Jun 30, 2026	carried, not yet filed for the newest quarter
30.1	First Eagle Small Cap Opportunity Fund Fund S000072438 · Registered fund · Jul 31, 2026 First Eagle Funds, not summed	1,026,032	0.71%	+7,264	Jul 31, 2026	First Eagle Funds, not summed
31	DEROMEDI ROGER K Insider CIK 1189715 · Apr 23, 2026 Director, issuer-wide, not summed	1,307,210	0.91%	—	Apr 23, 2026	Director, issuer-wide, not summed
31.1	Roger K. Deromedi 13G CIK 1189715 · Unknown · Sep 30, 2025 Rule 13d-1(d), exempt investor	4,772,885	3.32%	-2,210,674	Sep 30, 2025	Rule 13d-1(d), exempt investor
32	MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 13F CIK 912938 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,300,542	0.90%	-68,122	Jun 30, 2026	carried, not yet filed for the newest quarter
32.1	MFS New Discovery Value Fund Fund S000032712 · Registered fund · May 31, 2026 MFS SERIES TRUST XIII, not summed	900,942	0.63%	-91,462	May 31, 2026	MFS SERIES TRUST XIII, not summed
32.2	MFS New Discovery Value Portfolio Fund S000023374 · Registered fund · Jun 30, 2026 MFS VARIABLE INSURANCE TRUST III, not summed	15,634	0.01%	-961	Jun 30, 2026	MFS VARIABLE INSURANCE TRUST III, not summed
33	Ceredex Value Advisors LLC 13F CIK 1738726 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,208,300	0.84%	-56,200	Jun 30, 2026	carried, not yet filed for the newest quarter
34	ROYAL BANK OF CANADA 13F CIK 1000275 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	1,164,952	0.81%	+227,892	Jun 30, 2026	carried, not yet filed for the newest quarter
35	FMR LLC 13F CIK 315066 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	1,137,908	0.79%	-75,250	Jun 30, 2026	carried, not yet filed for the newest quarter
35.1	Fidelity Enhanced Small Cap Core ETF Fund S000081807 · Registered fund · Jun 30, 2026 Fidelity Covington Trust, not summed	1,011,631	0.70%	-30,683	Jun 30, 2026	Fidelity Covington Trust, not summed
35.2	Fidelity Small Cap Index Fund Fund S000033638 · Registered fund · Jul 31, 2026 Fidelity Salem Street Trust, not summed	808,879	0.56%	+75,972	Jul 31, 2026	Fidelity Salem Street Trust, not summed
35.3	Fidelity Extended Market Index Fund Fund S000006021 · Registered fund · May 31, 2026 Fidelity Concord Street Trust, not summed	421,702	0.29%	+177,556	May 31, 2026	Fidelity Concord Street Trust, not summed
35.4	Fidelity Total Market Index Fund Fund S000006026 · Registered fund · May 31, 2026 Fidelity Concord Street Trust, not summed	157,403	0.11%	+15,184	May 31, 2026	Fidelity Concord Street Trust, not summed
35.5	Fidelity MSCI Consumer Staples Index ETF Fund S000042572 · Registered fund · Jul 31, 2026 FIDELITY COVINGTON TRUST, not summed	127,235	0.09%	-2,866	Jul 31, 2026	FIDELITY COVINGTON TRUST, not summed
36	CastleKnight Management LP 13F CIK 1835751 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,093,600	0.76%	+96,300	Jun 30, 2026	carried, not yet filed for the newest quarter
37	MILLENNIUM MANAGEMENT LLC 13F CIK 1273087 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,056,928	0.73%	-182,165	Jun 30, 2026	carried, not yet filed for the newest quarter
38	NORTHERN TRUST CORP 13F CIK 73124 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	1,044,095	0.73%	+56,986	Jun 30, 2026	carried, not yet filed for the newest quarter
38.1	Small Cap Index Fund Fund S000001245 · Registered fund · Jun 30, 2026 Northern Funds, not summed	38,528	0.03%	+5,996	Jun 30, 2026	Northern Funds, not summed
39	Point72 Asset Management, L.P. 13F CIK 1603466 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,043,982	0.73%	+739,672	Jun 30, 2026	carried, not yet filed for the newest quarter
40	VANGUARD SMALL-CAP VALUE INDEX FUND Fund S000002847 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	1,028,989	0.71%	-10,058	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
41	Balyasny Asset Management L.P. 13F CIK 1218710 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,018,160	0.71%	-1,605,164	Jun 30, 2026	carried, not yet filed for the newest quarter
42	THE ARBITRAGE FUND Fund S000006440 · Registered fund · Aug 31, 2026 ARBITRAGE FUNDS, not summed	930,110	0.65%	—	Aug 31, 2026	ARBITRAGE FUNDS, not summed
43	VANGUARD EXTENDED MARKET INDEX FUND Fund S000002841 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	923,373	0.64%	+42,666	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
44	Clearbridge Investments, LLC 13F CIK 1348883 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	916,442	0.64%	+12,942	Jun 30, 2026	carried, not yet filed for the newest quarter
45	Rice Family Foundation Insider CIK 2146175 · Jul 20, 2026 Insider, issuer-wide, not summed	900,000	0.63%	—	Jul 20, 2026	Insider, issuer-wide, not summed
46	VANGUARD CONSUMER STAPLES INDEX FUND Fund S000004447 · Registered fund · May 31, 2026 VANGUARD WORLD FUND, not summed	874,688	0.61%	+26,635	May 31, 2026	VANGUARD WORLD FUND, not summed
47	AQR CAPITAL MANAGEMENT LLC 13F CIK 1167557 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	868,387	0.60%	+671,400	Jun 30, 2026	carried, not yet filed for the newest quarter
48	MORGAN STANLEY 13F CIK 895421 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	826,152	0.57%	+231,387	Jun 30, 2026	carried, not yet filed for the newest quarter
48.1	E*TRADE No Fee Total Market Index Fund Fund S000090722 · Registered fund · Jul 31, 2026 E Trade Trust, not summed	27	0.00%	0	Jul 31, 2026	E Trade Trust, not summed
49	CHARLES SCHWAB INVESTMENT MANAGEMENT INC 13F CIK 884546 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	696,366	0.48%	+119,975	Jun 30, 2026	carried, not yet filed for the newest quarter
49.1	Schwab U.S. Small-Cap ETF Fund S000026636 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	385,489	0.27%	+8,023	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
49.2	Schwab Small-Cap Index Fund Fund S000005912 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	179,491	0.12%	+20,141	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
49.3	Schwab Total Stock Market Index Fund Fund S000005913 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	79,049	0.05%	+40,049	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
49.4	Schwab U.S. Broad Market ETF Fund S000026631 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	53,546	0.04%	+3,044	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
50	ENVESTNET ASSET MANAGEMENT INC 13F CIK 1407543 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	680,603	0.47%	-56,459	Jun 30, 2026	carried, not yet filed for the newest quarter

22 more nested rows are not shown here; Every filing lists them all.

Shares are restated onto today's split basis. Change compares each row with the same holder's previous filing in the same source; a dash means there is none to compare. Nested 13D/G, insider and fund rows are not summed, since a 13F report already holds them.

Showing 1–50 of 353 holders

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Key facts CIK 1739566 CUSIP 918090101 13F (30d) 22 filings 22 filers Visit website Investor relations