Utz Brands, Inc.· UTZ

🇺🇸 US · MidBroad USNYSE

Consumer Defensive Packaged Foods Website

Price: $14.24
Day: -0.21%
Mkt Cap: $2.05B
52W Range: $6.78 – $14.33
Volume: 3.61M
Beta: 0.77

D55D FrameworkQuarterly Data

Holdings Analysis

Insider activity, institutional flows, and fund ownership.

Smart Money: 4.5 / 5 (Very Bullish), from 2 of 3 components
Institutions Q2 2026: 245 institutions hold; 145 added, 56 reduced

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Utz Brands, Inc.

UTZ|Consumer Defensive|Packaged Foods

Current price: $14

Smart Money

Dimension 5 of 5

Insider selling pace · Q4 2025

0.0x

vs own 6-quarter average

Seller breadth · Q4 2025

0 sellers

vs 1.5 avg per quarter

Institutional net breadth · Q2 2026

+100

189 adding vs 89 reducing

Institutional ownership · Q2 2026

86.3%

245 institutions

Insider Selling Pace

Each quarter's selling vs this stock's own trailing 6-quarter average

Light <0.5xRoutineElevated >1.5xHeavy >3xBuying

Institutional Positions

Institutions adding above the line, reducing below, net as a line

NewIncreasedReducedClosedNet

Largest Institutional Holders, Q2 2026

By reported market value, and how each moved in the quarter

Holder

Change

IMC-CHICAGO, LLC

21.3K

+16.4%

BLACKROCK, INC.

6.1M

+8.3%

VANGUARD PORTFOLIO MANAGEMENT LLC

4.1M

+0.7%

COPELAND CAPITAL MANAGEMENT, LLC

4.0M

-2.8%

JPMORGAN CHASE & CO

3.5M

-15.4%

VANGUARD CAPITAL MANAGEMENT LLC

3.3M

+3.4%

ETF & Fund Activity, Q2 2026

How the covering funds split between buying, holding and selling

43 buying96 unchanged28 selling

167 funds held UTZ in Q2 2026, holding 43.2M shares between them, up 4.9% on the quarter.

Largest fund holders

FORUM FUNDS227.7K sh

Series Portfolios Trust209.4K sh

PRUDENTIAL SERIES FUND68.9K sh

Notable Insider Transactions, Q4 2025

Largest open-market purchases and sales by value in the last eight quarters

Sale · Nov 6

CC Collier Holdings, LLC

$48.7M

Sale · Mar 6

CC Collier Holdings, LLC

$6.6M

Purchase · Nov 3

Series U of UM Partners, LLC

$890.8K

Insider transactions from SEC Form 4 filings; institutional holdings from quarterly 13F filings, which are reported with a lag and can overlap between filers. 13F: quarterly institutional holdings report · ETF: Exchange-Traded Fund

See the complete picture

The full 5D Framework: Business Quality · Peer Comparison · Valuation · Analyst Sentiment · Smart Money

Explore UTZ on stockoscope.com→

Generated September 20, 2026

For educational purposes only. Not financial advice. Data may be delayed or incomplete.

Smart Money Sentiment

UTZ Smart Money Sentiment Score

A weighted 1-5 sentiment score across three smart money signals.

Smart Money

4.5/5

Very Bullish

Weighted across 3 components

Component Breakdown (2 of 3 available)

Insider Activity

40% weight

No data

Institutional Flow

50% weight

+84

Fund Flow

10% weight

+25

Overall Smart Money sentiment of 4.5/5 (Very Bullish) based on a weighted combination of 2 components. Insider activity uses a relative-baseline comparison against the stock's own history; institutional flow tracks position momentum and 13F share changes; fund flow measures ETF / mutual-fund buying vs selling. Higher scores indicate stronger bullish sentiment from professional investors.Last updated September 19, 2026.

Insider Trading Activity

Insider trading analysis comparing the latest quarter against the stock's own historical baseline.

Insider Selling Pace for UTZ

Each quarter's selling vs the stock's own trailing 6-quarter average; 1.0x is typical for this stock. Green triangles mark quarters with insider buying.

No Data

No recent insider signal

Most recent insider filing was Q4 2025.

Notable Recent Transactions, UTZ

Top 8 highest-value insider trades from the last 8 quarters

CC Collier Holdings, LLC

Insider

Sell

2,815,404 shares at $17.29

≈85.0% of their stake at the time

Nov 6, 2024$48.68M

CC Collier Holdings, LLC

Insider

Sell

496,038 shares at $13.40

≈100.0% of their stake at the time

Mar 6, 2025$6.65M

Series U of UM Partners, LLC

10% Owner

Buy

85,000 shares at $10.48

≈2.4% of their stake after buying

Nov 3, 2025$890.80K

Series U of UM Partners, LLC

10% Owner

Buy

70,379 shares at $9.60

≈2.0% of their stake after buying

Nov 21, 2025$675.64K

Devore Cary

EVP, Chief Op & Transform Ofc

Sell

30,000 shares at $17.32

≈6.2% of their stake at the time

Nov 4, 2024$519.50K

Lissette Dylan

Director

Buy

31,750 shares at $10.58

≈21.8% of their stake after buying

Nov 3, 2025$335.92K

Lissette Dylan

Director

Buy

16,776 shares at $11.88

≈8.9% of their stake after buying

May 5, 2025$199.25K

Series R of UM Partners, LLC

10% Owner

Buy

15,000 shares at $10.48

≈2.4% of their stake after buying

Nov 3, 2025$157.20K

Institutional Ownership Analysis

Institutional ownership analysis with position momentum, 13F share flow, and ownership percentage trends.

Institutional Positions for UTZ

Institutions adding (new + increased) above zero, reducing (reduced + closed) below, net as a line

New Increased Reduced Closed Net (adding − reducing)

Very Bullish

Institutions accumulating in Q2 2026

86.3% institutional ownership

Strong accumulation: 189 institutions adding vs 89 reducing positions

13F shares increased by 2.3%, a notable change

Momentum improving from prior quarter

+100

Net breadth

189 adding vs 89 reducing

Strong accumulation

2.12

Add / reduce ratio

in Q2 2026

+11

New − closed

44 initiated, 33 exited

7 of 10

Top holders adding

largest holders with a known change

Position Changes

Q2 2026: how are institutions adjusting their positions?

+189 growing-89 shrinkingNet: +100

145

New (44)

Increased (145)

Reduced (56)

Closed (33)

Top Institutional Holders, UTZ

Largest 8 institutional positions by ownership percentage as of Q2 2026

BLACKROCK, INC.

6.1M

$47.1M

Ownership

6.92%

+8.3%

VANGUARD PORTFOLIO MANAGEMENT LLC

4.1M

$31.3M

Ownership

4.59%

+0.7%

COPELAND CAPITAL MANAGEMENT, LLC

4.0M

$30.5M

Ownership

4.47%

-2.8%

JPMORGAN CHASE & CO

3.5M

$27.1M

Ownership

3.92%

-15.4%

VANGUARD CAPITAL MANAGEMENT LLC

3.3M

$25.2M

Ownership

3.70%

+3.4%

TWO SIGMA INVESTMENTS, LP

2.4M

$18.6M

Ownership

2.73%

+39.7%

COLONY GROUP, LLC

2.4M

$18.4M

Ownership

2.70%

+19.8%

GOLDMAN SACHS GROUP INC

2.1M

$16.1M

Ownership

2.37%

+136.7%

ETF and Mutual Fund Holdings

ETF and mutual fund activity breakdown showing buying vs selling funds, top fund holders, and detailed holdings.

Fund Activity

Q2 2026: 167 ETFs and mutual funds reporting

43 buying28 sellingNet: +15

Buying (43)

Unchanged (96)

Selling (28)

In total, funds bought 3.0M shares and sold 822.8K this quarter. Each fund counts once in the bar above, whatever the size of its move.

Bullish Signal

Funds accumulating in Q2 2026

167 ETFs and mutual funds reporting

43 funds buying vs 28 selling

Top Fund Holders, UTZ

Largest 8 ETF and mutual fund positions by shares held, each fund's latest filing

FORUM FUNDS

227.7K

Weight

—

Jul 31, 2026No change

Series Portfolios Trust

209.4K

Weight

—

Jul 31, 2026No change

PRUDENTIAL SERIES FUND

68.9K

Weight

0.07%

Jun 30, 2026No change

LEGG MASON PARTNERS INVESTMENT TRUST

58.5K

Weight

0.10%

Jun 30, 2026No change

TIMOTHY PLAN

57.7K

Weight

1.02%

Jun 30, 2026No change

DEUTSCHE DWS VARIABLE SERIES II

57.1K

Weight

1.36%

Jun 30, 2026Increased

LINCOLN VARIABLE INSURANCE PRODUCTS TRUST

53.1K

Weight

0.00%

Jun 30, 2026Decreased

PACIFIC SELECT FUND

29.6K

Weight

0.00%

Jun 30, 2026Increased

Utz Brands, Inc.· UTZ

Holdings Analysis

Insider Trading Activity

1.3Transaction History120Real market purchases and sales onlyShow All Types

Institutional Ownership Analysis

2.4Detailed Holdings126Most recent institutional positions with changes and valuations

ETF and Mutual Fund Holdings

3.3Fund Holdings Details25Most recent ETF and mutual fund holdings with share counts and weights

Search stocks

Holdings Analysis

Insider Trading Activity

1.3Transaction History120Real market purchases and sales onlyShow All Types

Institutional Ownership Analysis

2.4Detailed Holdings126Most recent institutional positions with changes and valuations

ETF and Mutual Fund Holdings

3.3Fund Holdings Details25Most recent ETF and mutual fund holdings with share counts and weights