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 ($643.1k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $7.71. Options: 7 managers hold calls ($2.2m notional), 9 hold puts ($2.6m).
Trends to Q2 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 |
| Q2 2026 | 235 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| 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 |
| Q2 2026 | 141 | 88 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2025 | $1.7m | $935.0k | 0.55 |
| Q4 2025 | $803.4k | $666.4k | 0.83 |
| Q1 2026 | $1.4m | $1.3m | 0.95 |
| Q2 2026 | $2.2m | $2.6m | 1.18 |
Biggest buyers
| First Eagle Investment Management, LLC | Added | +1.5m |
| GOLDMAN SACHS GROUP INC | Added | +1.2m |
| CITADEL ADVISORS LLC | Added | +1.1m |
| Diamond Hill Capital Management, LLC (Investment Advisor) | Added | +1.1m |
| SYSTEMATIC FINANCIAL MANAGEMENT LP | Added | +789.7k |
| Point72 Asset Management, L.P. | Added | +739.7k |
| TWO SIGMA INVESTMENTS, LP | Added | +689.6k |
| AQR CAPITAL MANAGEMENT LLC | Added | +671.4k |
| MARTIN & CO INC /TN/ | New | +487.9k |
| BlackRock, Inc. | Added | +477.5k |
Biggest sellers
| Alyeska Investment Group, L.P. | Sold out | -2.6m |
| Woodline Partners LP | Sold out | -1.6m |
| Balyasny Asset Management L.P. | Reduced | -1.6m |
| DF DENT & CO INC | Sold out | -1.3m |
| MARSHALL WACE, LLP | Reduced | -1.2m |
| JPMORGAN CHASE & CO | Reduced | -625.8k |
| Trexquant Investment LP | Reduced | -509.6k |
| HRT FINANCIAL LP | Sold out | -408.0k |
| TUDOR INVESTMENT CORP ET AL | Sold out | -254.3k |
| BANK OF AMERICA CORP /DE/ | Reduced | -228.1k |
Biggest calls
| Walleye Capital LLC | New | $572.1k74.3k shares |
| D. E. Shaw & Co., Inc. | Unchanged | $529.0k68.7k shares |
| JANE STREET GROUP, LLC | Added | $362.7k47.1k shares |
| CITADEL ADVISORS LLC | Added | $249.5k32.4k shares |
| GROUP ONE TRADING LLC | Added | $207.1k26.9k shares |
| IMC-Chicago, LLC | Added | $191.7k24.9k shares |
| SIMPLEX TRADING, LLC | Reduced | $76.2k9.9k shares |
Biggest puts
| Caption Management, LLC | New | $656.0k85.2k shares |
| CITADEL ADVISORS LLC | Reduced | $433.5k56.3k shares |
| D. E. Shaw & Co., Inc. | New | $385.0k50.0k shares |
| JANE STREET GROUP, LLC | Added | $358.8k46.6k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $327.2k42.5k shares |
| IMC-Chicago, LLC | Added | $207.1k26.9k shares |
| Walleye Capital LLC | New | $115.5k15.0k shares |
| GROUP ONE TRADING LLC | Added | $102.4k13.3k shares |
| SIMPLEX TRADING, LLC | Reduced | $6.2k800 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 since 1 Apr 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 |
|---|---|---|---|---|---|
| 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 | — | — |
| Q2 2026 | 0 | — | 0 | — | — |
| Q3 2026 | 0 | — | 0 | — | — |
None reported since 1 Apr 2026.
Holders, Q2 2026
| Manager | Shares | Change |
|---|---|---|
| BlackRock, Inc. 0.00% of their portfolio | 6.1m $47.1m | Added +477.5k |
| VANGUARD PORTFOLIO MANAGEMENT LLC 0.00% of their portfolio | 4.1m $31.3m | Added +35.5k |
| Copeland Capital Management, LLC 0.63% of their portfolio | 4.0m $30.5m | Reduced -104.9k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 3.5m $27.1m | Reduced -625.8k |
| VANGUARD CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 3.3m $25.2m | Added +112.6k |
| First Eagle Investment Management, LLC 0.02% of their portfolio | 2.6m $20.3m | Added +1.5m |
| TWO SIGMA INVESTMENTS, LP 0.01% of their portfolio | 2.4m $18.6m | Added +689.6k |
| Focus Partners Wealth 0.02% of their portfolio | 2.4m $18.4m | Added +398.0k |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 2.1m $16.1m | Added +1.2m |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 2.0m $15.3m | Added +172.5k |
| DIMENSIONAL FUND ADVISORS LP 0.00% of their portfolio | 1.9m $14.6m | Reduced -101.1k |
| Diamond Hill Capital Management, LLC (Investment Advisor) 0.12% of their portfolio | 1.9m $14.5m | Added +1.1m |
| STATE STREET CORP 0.00% of their portfolio | 1.8m $14.3m | Added +86.0k |
| THOMPSON SIEGEL & WALMSLEY LLC 0.24% of their portfolio | 1.7m $13.4m | Added +153.8k |
| SYSTEMATIC FINANCIAL MANAGEMENT LP 0.25% of their portfolio | 1.6m $12.6m | Added +789.7k |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 1.6m $12.2m | Added +133.0k |
| JENNISON ASSOCIATES LLC 0.01% of their portfolio | 1.5m $11.7m | Added +128.0k |
| GW&K Investment Management, LLC 0.09% of their portfolio | 1.5m $11.5m | Added +53.7k |
| D. E. Shaw & Co., Inc. 0.01% of their portfolio | 1.5m $11.4m | Added +181.5k |
| CITADEL ADVISORS LLC 0.01% of their portfolio | 1.3m $10.2m | Added +1.1m |
| UBS Group AG 0.00% of their portfolio | 1.3m $10.2m | Added +6.7k |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 0.00% of their portfolio | 1.3m $10.0m | Reduced -68.1k |
| Ceredex Value Advisors LLC 0.26% of their portfolio | 1.2m $9.3m | Reduced -56.2k |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 1.2m $9.0m | Added +227.9k |
| FMR LLC 0.00% of their portfolio | 1.1m $8.8m | Reduced -75.2k |
| CastleKnight Management LP 0.31% of their portfolio | 1.1m $8.4m | Added +96.3k |
| MILLENNIUM MANAGEMENT LLC 0.01% of their portfolio | 1.1m $8.1m | Reduced -182.2k |
| NORTHERN TRUST CORP 0.00% of their portfolio | 1.0m $8.0m | Added +57.0k |
| Point72 Asset Management, L.P. 0.01% of their portfolio | 1.0m $8.0m | Added +739.7k |
| Balyasny Asset Management L.P. 0.01% of their portfolio | 1.0m $7.8m | Reduced -1.6m |
| Clearbridge Investments, LLC 0.01% of their portfolio | 916.4k $7.1m | Added +12.9k |
| AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 868.4k $6.7m | Added +671.4k |
| MORGAN STANLEY 0.00% of their portfolio | 826.2k $6.4m | Added +231.4k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio | 696.4k $5.4m | Added +120.0k |
| ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio | 680.6k $5.2m | Reduced -56.5k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 568.5k $4.4m | Reduced -228.1k |
| VANGUARD FIDUCIARY TRUST CO 0.00% of their portfolio | 520.4k $4.0m | Added +13.6k |
| Quantinno Capital Management LP 0.00% of their portfolio | 490.6k $3.8m | Added +199.6k |
| MARTIN & CO INC /TN/ 0.59% of their portfolio | 487.9k $3.8m | New |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 0.23% of their portfolio | 461.7k $3.6m | Added +188.7k |
| Trexquant Investment LP 0.02% of their portfolio | 368.3k $2.8m | Reduced -509.6k |
| KING LUTHER CAPITAL MANAGEMENT CORP 0.01% of their portfolio | 363.7k $2.8m | Added +1.5k |
| Corient Private Wealth LP 0.00% of their portfolio | 357.0k $2.7m | Added +135.2k |
| SEI INVESTMENTS CO 0.00% of their portfolio | 311.4k $2.4m | Reduced -40.8k |
| Russell Investments Group, Ltd. 0.00% of their portfolio | 309.7k $2.4m | Added +235.5k |
| STIFEL FINANCIAL CORP 0.00% of their portfolio | 262.4k $2.0m | Reduced -6.8k |
| Advisors Capital Management, LLC 0.02% of their portfolio | 260.5k $2.0m | Added +12.7k |
| MARSHALL WACE, LLP 0.00% of their portfolio | 256.4k $2.0m | Reduced -1.2m |
| DEUTSCHE BANK AG\ 0.00% of their portfolio | 254.9k $2.0m | Added +87.5k |
| MAVERICK CAPITAL LTD 0.02% of their portfolio | 253.5k $2.0m | New |
| Squarepoint Ops LLC 0.00% of their portfolio | 251.3k $1.9m | Reduced -203.8k |
| Cetera Investment Advisers 0.00% of their portfolio | 238.6k $1.8m | Reduced -2.1k |
| Creative Planning 0.00% of their portfolio | 237.1k $1.8m | Added +141.6k |
| DARK FOREST CAPITAL MANAGEMENT LP 0.11% of their portfolio | 222.5k $1.7m | Added +191.8k |
| Bank of New York Mellon Corp 0.00% of their portfolio | 221.0k $1.7m | Added +11.7k |
| VARCOV Co. 0.58% of their portfolio | 197.9k $1.5m | New |
| HSBC HOLDINGS PLC 0.00% of their portfolio | 187.3k $1.4m | Added +157.2k |
| Vanguard Global Advisers, LLC 0.00% of their portfolio | 176.5k $1.4m | Added +107.8k |
| Nuveen, LLC 0.00% of their portfolio | 164.7k $1.3m | Added +23.4k |
| RENAISSANCE TECHNOLOGIES LLC 0.00% of their portfolio | 161.6k $1.2m | New |
| Invesco Ltd. 0.00% of their portfolio | 150.8k $1.2m | Reduced -1.1k |
| Swiss National Bank 0.00% of their portfolio | 144.6k $1.1m | Unchanged |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 141.9k $1.1m | Added +24.4k |
| Bridgefront Capital, LLC 0.28% of their portfolio | 139.4k $1.1m | Added +105.5k |
| Ancora Advisors LLC 0.02% of their portfolio | 138.7k $1.1m | New |
| GSA CAPITAL PARTNERS LLP 0.07% of their portfolio | 135.2k $1.0m | Reduced -57.8k |
| Kimelman & Baird, LLC 0.07% of their portfolio | 128.6k $990.1k | Added +72.6k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio | 126.6k $974.8k | Reduced -46.1k |
| Engineers Gate Manager LP 0.01% of their portfolio | 117.1k $901.7k | Added +65.7k |
| Jefferies Financial Group Inc. 0.01% of their portfolio | 113.3k $872.4k | Added +88.3k |
| Select Asset Management & Trust 0.25% of their portfolio | 110.5k $851.0k | Unchanged |
| Orion Porfolio Solutions, LLC 0.01% of their portfolio | 100.8k $776.5k | Added +5.8k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio | 97.0k $746.5k | Reduced -12.5k |
| AMERICAN CENTURY COMPANIES INC 0.00% of their portfolio | 95.0k $731.6k | Reduced -1.9k |
| RHUMBLINE ADVISERS 0.00% of their portfolio | 94.5k $728.0k | Added +1.2k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio | 94.3k $726.0k | Added +27.1k |
| Sageworth Trust Co 0.03% of their portfolio | 91.8k $706.6k | Unchanged |
| Inspire Investing, LLC 0.03% of their portfolio | 88.3k $679.5k | New |
| Pathstone Holdings, LLC 0.00% of their portfolio | 88.1k $678.3k | Reduced -45.7k |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 83.8k $645.1k | Added +40.0k |
| NEUBERGER BERMAN GROUP LLC 0.00% of their portfolio | 82.1k $632.3k | Reduced -13.3k |
| CM WEALTH ADVISORS LLC 0.11% of their portfolio | 81.6k $628.0k | New |
| ALGERT GLOBAL LLC 0.01% of their portfolio | 81.1k $624.3k | Reduced -99.2k |
| LEVIN CAPITAL STRATEGIES, L.P. 0.04% of their portfolio | 78.1k $601.3k | Added +27.9k |
| Connor, Clark & Lunn Investment Management Ltd. 0.00% of their portfolio | 75.2k $579.3k | New |
| FIFTH THIRD BANCORP 0.00% of their portfolio | 72.1k $554.8k | Added +18.5k |
| BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio | 72.0k $554.4k | Added +55.0k |
| Graham Capital Management, L.P. 0.01% of their portfolio | 71.3k $549.0k | Added +5.4k |
| Vident Advisory, LLC 0.00% of their portfolio | 69.5k $535.5k | Added +39.1k |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 67.6k $535.5k | Added +10.4k |
| LPL Financial LLC 0.00% of their portfolio | 66.7k $513.5k | Added +8.2k |
| CITIGROUP INC 0.00% of their portfolio | 66.2k $509.9k | Added +60.2k |
| Legal & General Group Plc 0.00% of their portfolio | 63.9k $492.3k | Reduced -2.8k |
| XTX Topco Ltd 0.01% of their portfolio | 63.3k $487.1k | Reduced -62.5k |
| OUTFITTERS FINANCIAL LLC 0.32% of their portfolio | 59.8k $460.2k | Reduced -600 |
| Numerai GP LLC 0.04% of their portfolio | 57.5k $442.7k | Added +13.5k |
| ALLSTATE CORP 0.00% of their portfolio | 56.7k $436.4k | New |
| BARCLAYS PLC 0.00% of their portfolio | 54.5k $419.6k | Added +51 |
| CANADA PENSION PLAN INVESTMENT BOARD 0.00% of their portfolio | 52.1k $401.2k | Unchanged |
| IEQ CAPITAL, LLC 0.00% of their portfolio | 47.6k $366.3k | New |