Utz Brands, Inc.· UTZ

🇺🇸 US · SmallBroad USNYSE

Consumer DefensivePackaged FoodsWebsite

Price: $14.11
Day: -0.42%
Mkt Cap: $1.25B
52W Range: $6.78 – $14.19
Volume: 2.21M
Beta: 0.77

D55D FrameworkQuarterly Data

Holdings Analysis

Insider activity, institutional flows, and fund ownership.

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stockoscope.com

Utz Brands, Inc.

UTZ|Consumer Defensive|Packaged Foods

Current price: $14

Smart Money

Dimension 5 of 5

Insider Activity, Q4 2025

Latest scored quarter, net flow, and top transactions by value

Net dollar flow$2.6M

Net share flow+256.7K

Purchases16 ($2.6M)

Sales0 ($0)

Top Notable Transactions

Insider

Type

Value

Date

CC Collier Holdings, LLC

Sale

$48.7M

Nov 6

Chu Chinh

Sale

$25.0M

Mar 17

CC Collier Holdings, LLC

Sale

$25.0M

Mar 17

Institutional Ownership, Q1 2026

Ownership share, position changes, share flow, and top holders

Ownership85.3%

13F share flow-32.4%

Investors holding230

+176 adding-128 reducing

125

New 51Inc 125Red 72Closed 56

Top Institutional Holders

Institution

Value

Change

BLACKROCK, INC.

$44.7M

-0.5%

COPELAND CAPITAL MANAGEMENT, LLC

$32.2M

+16.1%

JPMORGAN CHASE & CO

$32.1M

-26.5%

BALYASNY ASSET MANAGEMENT L.P.

$20.8M

+20.1%

ETF & Mutual Fund Activity, Q2 2026

Latest meaningful quarter: fund-by-fund buying / unchanged / selling

Funds reporting88

Total shares held21.4M

Share flow-5.9%

20 buying16 selling

Buying 20Unchanged 52Selling 16

Top Fund Holders

Fund

Weight

Change

NEUBERGER BERMAN EQUITY FUNDS

2.6M

15.54%

FIDELITY CONCORD STREET TRUST

699.3K

0.26%

+189.4K

SCHWAB STRATEGIC TRUST

439.0K

0.14%

+11.1K

TEMPLETON GLOBAL SMALLER COMPANIES FUND

249.1K

25.26%

See the complete picture

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

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Generated August 5, 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

3.5/5

Bullish

Weighted across 3 components

Component Breakdown (2 of 3 available)

Insider Activity

40% weight

Institutional Flow

50% weight

+24

Fund Flow

10% weight

+25

Overall Smart Money sentiment of 3.5/5 (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 August 4, 2026.

Insider Trading Activity

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

Insider Activity for UTZ

Net insider share flow by quarter (C-suite & director purchases minus sales)

No Data

No recent insider signal

Most recent insider filing was Q4 2025.

Notable Recent Transactions, UTZ

Top 8 highest-value recent insider trades

CC Collier Holdings, LLC

Insider

Sell

2,815,404 shares at $17.29

Nov 6, 2024$48.68M

Chu Chinh

Insider

Sell

1,500,000 shares at $16.66

Mar 17, 2023$24.99M

CC Collier Holdings, LLC

Insider

Sell

1,500,000 shares at $16.66

Mar 17, 2023$24.99M

Series U of UM Partners, LLC

Insider

Sell

446,250 shares at $17.40

Mar 4, 2024$7.76M

Series U of UM Partners, LLC

Insider

Sell

397,885 shares at $18.76

May 6, 2024$7.46M

CC Collier Holdings, LLC

Insider

Sell

496,038 shares at $13.40

Mar 6, 2025$6.65M

Chu Chinh

Insider

Sell

244,712 shares at $18.14

Mar 14, 2024$4.44M

CC Collier Holdings, LLC

Insider

Sell

244,712 shares at $18.14

Mar 14, 2024$4.44M

Institutional Ownership Analysis

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

Institutional Ownership Over Time for UTZ

Total dollar value invested by institutions each quarter

Bullish Signal

Institutions accumulating in Q1 2026

85.3% institutional ownership

Slight accumulation: 176 adding vs 128 reducing

13F share count essentially flat

Momentum improving from prior quarter

Position Changes

Q2 2026: how are institutions adjusting their positions?

+29 growing-189 shrinkingNet: -160

183

New (4)

Increased (25)

Reduced (6)

Closed (183)

Top Institutional Holders, UTZ

Largest 8 institutional positions by ownership percentage as of Q2 2026

COPELAND CAPITAL MANAGEMENT, LLC

4.0M

$30.5M

Ownership

4.48%

-2.6%

JENNISON ASSOCIATES LLC

1.5M

$11.7M

Ownership

1.72%

+9.2%

MASSACHUSETTS FINANCIAL SERVICES CO /MA/

1.3M

$10.0M

Ownership

1.47%

-5.0%

ENVESTNET ASSET MANAGEMENT INC

680.6K

$5.2M

Ownership

0.77%

-7.7%

SAGEWORTH TRUST CO

91.8K

$706.6K

Ownership

0.10%

No change

LEVIN CAPITAL STRATEGIES, L.P.

78.1K

$601.3K

Ownership

0.09%

+55.6%

CITIGROUP INC

66.2K

$509.9K

Ownership

0.07%

+1006.9%

NVERSES CAPITAL, LLC

46.2K

$356.0K

Ownership

0.05%

+100.0%

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: 88 ETFs and mutual funds reporting

20 buying16 sellingNet: +4

Buying (20)

Unchanged (52)

Selling (16)

Bullish Signal

Funds accumulating in Q2 2026

88 ETFs and mutual funds reporting

20 buying vs 16 selling (balanced)

Top Fund Holders, UTZ

Largest 8 ETF and mutual fund positions by shares held as of latest filing

NEUBERGER BERMAN EQUITY FUNDS

2.6M

Weight

15.54%

No change

FIDELITY CONCORD STREET TRUST

699.3K

Weight

0.26%

Increased

SCHWAB STRATEGIC TRUST

439.0K

Weight

0.14%

Increased

TEMPLETON GLOBAL SMALLER COMPANIES FUND

249.1K

Weight

25.26%

No change

JPMORGAN TRUST II

232.8K

Weight

0.01%

No change

RBB FUND, INC.

213.8K

Weight

0.14%

No change

Goldman Sachs ETF Trust

91.7K

Weight

0.06%

No change

VANGUARD WELLINGTON FUND

60.3K

Weight

0.01%

Increased

Utz Brands, Inc.· UTZ

Holdings Analysis

Insider Trading Activity

1.3Transaction History120Real market purchases and sales onlyShow All Types

Institutional Ownership Analysis

2.4Detailed Holdings73Most 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 Holdings73Most 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