UTZ BRANDS INC UTZ
COM CL A · Common Stock · CUSIP 918090101
- SectorConsumer staples
- IndustryMiscellaneous Food Preparations & Kindred Products
- HeadquartersHanover, PA
- FilingsSEC EDGAR
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($520.9k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $7.92. Options: 6 managers hold calls ($1.4m notional), 6 hold puts ($1.3m).
Trends to Q1 2026
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 178 |
| Q4 2022 | 179 |
| Q1 2023 | 197 |
| Q2 2023 | 189 |
| Q3 2023 | 190 |
| Q4 2023 | 204 |
| Q1 2024 | 199 |
| Q2 2024 | 217 |
| Q3 2024 | 213 |
| Q4 2024 | 224 |
| Q1 2025 | 240 |
| Q2 2025 | 239 |
| Q3 2025 | 239 |
| Q4 2025 | 230 |
| Q1 2026 | 226 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q2 2024 | 112 | 96 |
| Q3 2024 | 90 | 115 |
| Q4 2024 | 104 | 89 |
| Q1 2025 | 146 | 81 |
| Q2 2025 | 140 | 100 |
| Q3 2025 | 130 | 102 |
| Q4 2025 | 112 | 127 |
| Q1 2026 | 117 | 124 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q2 2025 | $2.7m | $1.8m | 0.68 |
| Q3 2025 | $1.7m | $935.0k | 0.55 |
| Q4 2025 | $803.4k | $666.4k | 0.83 |
| Q1 2026 | $1.4m | $1.3m | 0.95 |
Biggest buyers
| Woodline Partners LP | New | +1.6m |
| THOMPSON SIEGEL & WALMSLEY LLC | New | +1.6m |
| Focus Partners Wealth | Added | +1.3m |
| Ceredex Value Advisors LLC | New | +1.3m |
| TWO SIGMA INVESTMENTS, LP | Added | +1.2m |
| CastleKnight Management LP | Added | +968.2k |
| D. E. Shaw & Co., Inc. | Added | +943.2k |
| Copeland Capital Management, LLC | Added | +613.7k |
| SYSTEMATIC FINANCIAL MANAGEMENT LP | Added | +562.0k |
| Balyasny Asset Management L.P. | Added | +462.6k |
Biggest sellers
| AMERIPRISE FINANCIAL INC | Reduced | -3.4m |
| JPMORGAN CHASE & CO | Reduced | -1.4m |
| MILLENNIUM MANAGEMENT LLC | Reduced | -1.3m |
| T. Rowe Price Investment Management, Inc. | Sold out | -1.1m |
| Bahl & Gaynor LLC | Sold out | -974.5k |
| Tributary Capital Management, LLC | Sold out | -931.6k |
| GOLDMAN SACHS GROUP INC | Reduced | -867.3k |
| CITADEL ADVISORS LLC | Reduced | -621.4k |
| Squarepoint Ops LLC | Reduced | -539.3k |
| JANE STREET GROUP, LLC | Sold out | -468.1k |
Biggest calls
| D. E. Shaw & Co., Inc. | New | $544.1k68.7k shares |
| JANE STREET GROUP, LLC | New | $320.0k40.4k shares |
| GROUP ONE TRADING LLC | Added | $191.7k24.2k shares |
| CITADEL ADVISORS LLC | Reduced | $177.4k22.4k shares |
| SIMPLEX TRADING, LLC | Added | $86.3k10.9k shares |
| IMC-Chicago, LLC | New | $81.6k10.3k shares |
Biggest puts
| CITADEL ADVISORS LLC | Added | $449.1k56.7k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | New | $403.1k50.9k shares |
| JANE STREET GROUP, LLC | New | $274.8k34.7k shares |
| IMC-Chicago, LLC | New | $158.4k20.0k shares |
| GROUP ONE TRADING LLC | Reduced | $38.0k4.8k shares |
| SIMPLEX TRADING, LLC | Reduced | $10.3k1.3k shares |
Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.
Major shareholders (over 5%)
Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.
| Holder | Stake |
|---|---|
Series R of UM Partners, LLC
13D · may seek influence
filed 2026-07-22
Stated purposeItem 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 and Parent entered into the Merger Agreement. The Issuer's board of directors, acting on the unanimous recommendation of a special committee of the Issuer's board of directors, consisting only of directors that the Issuer's board of directors determined to each be a "disinterested director" (as defined in Section 144 of the General Corporation Law of the State of Delaware, as amended (the "DGCL")), with respect to the contemplated transactions (the "Special Committee"), has unanimously of all voting, among other things, (i) determined that the Merger… Full filing |
37.3% |
| BlackRock, Inc. 13G · institution filed 2025-04-24 | 5.8% |
| DEROMEDI ROGER K 13G · exempt (held before listing) filed 2025-10-10 | 5.5% |
| GLAZER CAPITAL, LLC 13G · passive investor new · filed 2026-10-09 | 5.0% |
Fell to 5% or below in the last year: AMERIPRISE FINANCIAL INC (2.2%, 2026-05-15), JPMORGAN CHASE & CO (4.6%, 2026-05-13), VANGUARD GROUP INC (0.0%, 2026-03-27), INTEGRATED CORE STRATEGIES (US) LLC (2.9%, 2026-01-20)
Insider purchases and sales in Q1 2026
Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.
Officers and directors buying vs selling
Number of people, by quarter (10% owners not included)
Numbers
| Quarter | Buying | Bought | Selling | Sold | Sold under a plan |
|---|---|---|---|---|---|
| Q2 2024 | 0 | — | 5 | $2.7m | $1.3m |
| Q3 2024 | 2 | $79.5k | 0 | — | — |
| Q4 2024 | 0 | — | 1 | $519.6k | — |
| Q1 2025 | 3 | $109.8k | 0 | — | — |
| Q2 2025 | 6 | $448.8k | 0 | — | — |
| Q3 2025 | 0 | — | 1 | $77.7k | — |
| Q4 2025 | 5 | $589.7k | 0 | — | — |
| Q1 2026 | 0 | — | 0 | — | — |
None reported in Q1 2026.
Holders, Q1 2026
| Manager | Shares | Change |
|---|---|---|
| BlackRock, Inc. 0.00% of their portfolio | 5.6m $44.7m | Added +33.8k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 4.1m $32.1m | Reduced -1.4m |
| Copeland Capital Management, LLC 0.72% of their portfolio | 4.1m $32.2m | Added +613.7k |
| VANGUARD PORTFOLIO MANAGEMENT LLC 0.00% of their portfolio | 4.0m $31.9m | First filing |
| VANGUARD CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 3.2m $25.0m | First filing |
| Balyasny Asset Management L.P. 0.04% of their portfolio | 2.6m $20.8m | Added +462.6k |
| Alyeska Investment Group, L.P. 0.06% of their portfolio | 2.6m $20.3m | Added +143.5k |
| DIMENSIONAL FUND ADVISORS LP 0.00% of their portfolio | 2.0m $15.8m | Added +355.5k |
| Focus Partners Wealth 0.02% of their portfolio | 2.0m $15.8m | Added +1.3m |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 1.8m $14.3m | Added +3.1k |
| STATE STREET CORP 0.00% of their portfolio | 1.8m $13.9m | Added +72.7k |
| TWO SIGMA INVESTMENTS, LP 0.01% of their portfolio | 1.7m $13.7m | Added +1.2m |
| Woodline Partners LP 0.05% of their portfolio | 1.6m $13.0m | New |
| THOMPSON SIEGEL & WALMSLEY LLC 0.22% of their portfolio | 1.6m $12.6m | New |
| MARSHALL WACE, LLP 0.01% of their portfolio | 1.5m $11.5m | Reduced -201.3k |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 1.4m $11.5m | Reduced -3.4m |
| GW&K Investment Management, LLC 0.10% of their portfolio | 1.4m $11.4m | Added +40.8k |
| JENNISON ASSOCIATES LLC 0.01% of their portfolio | 1.4m $11.0m | Reduced -437.1k |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 0.00% of their portfolio | 1.4m $10.8m | Reduced -72.7k |
| DF DENT & CO INC 0.20% of their portfolio | 1.3m $10.5m | Added +26.4k |
| UBS Group AG 0.00% of their portfolio | 1.3m $10.4m | Added +380.8k |
| D. E. Shaw & Co., Inc. 0.01% of their portfolio | 1.3m $10.3m | Added +943.2k |
| Ceredex Value Advisors LLC 0.32% of their portfolio | 1.3m $10.0m | New |
| MILLENNIUM MANAGEMENT LLC 0.01% of their portfolio | 1.2m $9.8m | Reduced -1.3m |
| FMR LLC 0.00% of their portfolio | 1.2m $9.6m | Added +159.1k |
| First Eagle Investment Management, LLC 0.02% of their portfolio | 1.1m $8.9m | Added +243.5k |
| CastleKnight Management LP 0.37% of their portfolio | 997.3k $7.9m | Added +968.2k |
| NORTHERN TRUST CORP 0.00% of their portfolio | 987.1k $7.8m | Reduced -20.0k |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 937.1k $7.4m | Added +356.4k |
| Clearbridge Investments, LLC 0.01% of their portfolio | 903.5k $7.2m | Reduced -28.7k |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 883.1k $7.0m | Reduced -867.3k |
| Trexquant Investment LP 0.05% of their portfolio | 877.9k $7.0m | Added +321.3k |
| SYSTEMATIC FINANCIAL MANAGEMENT LP 0.15% of their portfolio | 849.5k $6.7m | Added +562.0k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 796.6k $6.3m | Added +168.0k |
| Diamond Hill Capital Management, LLC (Investment Advisor) 0.04% of their portfolio | 788.9k $6.2m | Added +203.0k |
| ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio | 737.1k $5.8m | Reduced -138.9k |
| MORGAN STANLEY 0.00% of their portfolio | 594.8k $4.7m | Reduced -401.2k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio | 576.4k $4.6m | Reduced -31.7k |
| VANGUARD FIDUCIARY TRUST CO 0.00% of their portfolio | 506.8k $4.0m | First filing |
| Squarepoint Ops LLC 0.01% of their portfolio | 455.1k $3.6m | Reduced -539.3k |
| HRT FINANCIAL LP 0.01% of their portfolio | 408.0k $3.2m | Reduced -4.3k |
| KING LUTHER CAPITAL MANAGEMENT CORP 0.01% of their portfolio | 362.2k $2.9m | Added +226.2k |
| SEI INVESTMENTS CO 0.00% of their portfolio | 352.2k $2.8m | Added +46.6k |
| Point72 Asset Management, L.P. 0.00% of their portfolio | 304.3k $2.4m | Added +61.7k |
| Quantinno Capital Management LP 0.00% of their portfolio | 291.0k $2.3m | Added +170.2k |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 0.14% of their portfolio | 272.9k $2.2m | Added +10.5k |
| STIFEL FINANCIAL CORP 0.00% of their portfolio | 269.1k $2.1m | Added +42.1k |
| TUDOR INVESTMENT CORP ET AL 0.01% of their portfolio | 254.3k $2.0m | Reduced -10.2k |
| Advisors Capital Management, LLC 0.02% of their portfolio | 247.8k $2.0m | Reduced -863 |
| Cetera Investment Advisers 0.00% of their portfolio | 240.7k $1.9m | Added +199.2k |
| Corient Private Wealth LP 0.00% of their portfolio | 221.8k $1.8m | New |
| Bank of New York Mellon Corp 0.00% of their portfolio | 209.2k $1.7m | Reduced -5.0k |
| AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 197.0k $1.6m | Added +181.1k |
| GSA CAPITAL PARTNERS LLP 0.10% of their portfolio | 193.0k $1.5m | Added +129.9k |
| CITADEL ADVISORS LLC 0.00% of their portfolio | 183.8k $1.5m | Reduced -621.4k |
| ALGERT GLOBAL LLC 0.02% of their portfolio | 180.3k $1.4m | Added +66.7k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio | 172.7k $1.4m | Added +58.1k |
| DEUTSCHE BANK AG\ 0.00% of their portfolio | 167.4k $1.3m | Added +109.3k |
| Invesco Ltd. 0.00% of their portfolio | 151.9k $1.2m | Added +19.9k |
| Swiss National Bank 0.00% of their portfolio | 144.6k $1.1m | Unchanged |
| Nuveen, LLC 0.00% of their portfolio | 141.3k $1.1m | Added +738 |
| Pathstone Holdings, LLC 0.00% of their portfolio | 133.8k $1.1m | Reduced -6.4k |
| XTX Topco Ltd 0.02% of their portfolio | 125.7k $995.6k | Added +51.2k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 117.5k $931.0k | Added +24.7k |
| Select Asset Management & Trust 0.27% of their portfolio | 110.5k $875.0k | Unchanged |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio | 109.4k $866.6k | Reduced -276 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.00% of their portfolio | 106.4k $842.8k | Added +59.6k |
| Magnetar Financial LLC 0.01% of their portfolio | 103.5k $819.6k | New |
| Freestone Grove Partners LP 0.01% of their portfolio | 100.6k $796.7k | New |
| AMERICAN CENTURY COMPANIES INC 0.00% of their portfolio | 96.9k $767.2k | Reduced -10.6k |
| Creative Planning 0.00% of their portfolio | 95.5k $756.1k | Added +23.9k |
| NEUBERGER BERMAN GROUP LLC 0.00% of their portfolio | 95.4k $755.7k | Reduced -73.2k |
| Orion Porfolio Solutions, LLC 0.01% of their portfolio | 95.0k $752.4k | Added +42.5k |
| RHUMBLINE ADVISERS 0.00% of their portfolio | 93.4k $739.4k | Reduced -1.1k |
| Sageworth Trust Co 0.03% of their portfolio | 91.8k $726.7k | Unchanged |
| Qube Research & Technologies Ltd 0.00% of their portfolio | 82.8k $656.0k | Added +69.3k |
| Russell Investments Group, Ltd. 0.00% of their portfolio | 74.2k $587.8k | Reduced -45.6k |
| Vanguard Global Advisers, LLC 0.00% of their portfolio | 68.8k $544.7k | First filing |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio | 67.2k $532.2k | Reduced -6.3k |
| Legal & General Group Plc 0.00% of their portfolio | 66.7k $528.6k | Reduced -10.3k |
| Graham Capital Management, L.P. 0.02% of their portfolio | 65.9k $522.0k | New |
| VICTORY CAPITAL MANAGEMENT INC 0.00% of their portfolio | 65.9k $521.7k | Added +3.8k |
| FIRST TRUST ADVISORS LP 0.00% of their portfolio | 60.6k $480.2k | Added +12.8k |
| OUTFITTERS FINANCIAL LLC 0.37% of their portfolio | 60.4k $478.1k | Reduced -1.3k |
| LPL Financial LLC 0.00% of their portfolio | 58.5k $463.3k | Reduced -41.7k |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 57.2k $593.9k | Reduced -17.3k |
| Kimelman & Baird, LLC 0.04% of their portfolio | 56.0k $443.4k | Added +1.5k |
| BARCLAYS PLC 0.00% of their portfolio | 54.4k $431.1k | Reduced -93.1k |
| FIFTH THIRD BANCORP 0.00% of their portfolio | 53.6k $424.3k | New |
| CANADA PENSION PLAN INVESTMENT BOARD 0.00% of their portfolio | 52.1k $412.6k | New |
| Engineers Gate Manager LP 0.01% of their portfolio | 51.4k $407.0k | New |
| LEVIN CAPITAL STRATEGIES, L.P. 0.03% of their portfolio | 50.2k $397.5k | New |
| VANGUARD ASSET MANAGEMENT, Ltd 0.00% of their portfolio | 44.0k $348.5k | First filing |
| Numerai GP LLC 0.03% of their portfolio | 44.0k $348.2k | New |
| MetLife Investment Management, LLC 0.00% of their portfolio | 43.9k $347.8k | Unchanged |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 43.8k $346.6k | Reduced -248.4k |
| Universal- Beteiligungs- und Servicegesellschaft mbH 0.00% of their portfolio | 43.5k $344.4k | Reduced -12.0k |
| BESSEMER GROUP INC 0.00% of their portfolio | 42.3k $335.0k | Added +6.5k |
| DAVENPORT & Co LLC 0.00% of their portfolio | 39.6k $313.8k | Reduced -6.5k |
| Snowden Capital Advisors LLC 0.01% of their portfolio | 39.1k $309.5k | Added +1.7k |