217 tracked 13F filers disclose a position in UTZ as of the latest SEC 13F filings, a combined $579.7M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | $44.7M | 5.6M | ▲+0.6% Added · +34K sh | Q1 2026 | |
| 2 | JPMORGAN CHASE & CO | $32.1M | 4.1M | ▼−25% Reduced · −1.4M sh | Q1 2026 | |
| 3 | VANGUARD PORTFOLIO MANAGEMENT LLC | $31.9M | 4.0M | →First observed position No prior filed position | Q1 2026 | |
| 4 | Copeland Capital Management, LLC | $30.5M | 4.0M | ▼−2.6% Reduced · −105K sh | Q2 2026 | |
| 5 | VANGUARD CAPITAL MANAGEMENT LLC | $25.0M | 3.2M | →First observed position No prior filed position | Q1 2026 | |
| 6 | BALYASNY ASSET MANAGEMENT L.P. | $20.8M | 2.6M | ▲+21% Added · +463K sh | Q1 2026 | |
| 7 | Alyeska Investment Group, L.P. | $20.3M | 2.6M | ▲+5.9% Added · +144K sh | Q1 2026 | |
| 8 | DIMENSIONAL FUND ADVISORS LP | $15.8M | 2.0M | ▲+22% Added · +355K sh | Q1 2026 | |
| 9 | Focus Partners Wealth | $15.8M | 2.0M | ▲+204% Added · +1.3M sh | Q1 2026 | |
| 10 | GEODE CAPITAL MANAGEMENT, LLC | $15.3M | 2.0M | ▲+9.5% Added · +173K sh | Q2 2026 | |
| 11 | DIAMOND HILL CAPITAL MANAGEMENT INC | $14.5M | 1.9M | ▲+138% Added · +1.1M sh | Q2 2026 | |
| 12 | STATE STREET CORP | $14.3M | 1.8M | ▲+4.9% Added · +86K sh | Q2 2026 | |
| 13 | TWO SIGMA INVESTMENTS, LP | $13.7M | 1.7M | ▲+261% Added · +1.2M sh | Q1 2026 | |
| 14 | Woodline Partners LP | $13.0M | 1.6M | ▲New +1.6M sh | Q1 2026 | |
| 15 | MARSHALL WACE, LLP | $11.5M | 1.5M | ▼−12% Reduced · −201K sh | Q1 2026 | |
| 16 | AMERIPRISE FINANCIAL INC | $11.5M | 1.4M | ▼−70% Reduced · −3.4M sh | Q1 2026 | |
| 17 | JENNISON ASSOCIATES LLC | $11.0M | 1.4M | ▼−24% Reduced · −437K sh | Q1 2026 | |
| 18 | MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | $10.8M | 1.4M | ▼−5.0% Reduced · −73K sh | Q1 2026 | |
| 19 | DF DENT & CO INC | $10.5M | 1.3M | ▲+2.0% Added · +26K sh | Q1 2026 | |
| 20 | First Eagle Investment Management, LLC | $10.2M | 1.3M | —Held | Q3 2026 | |
| 21 | UBS Group AG | $10.4M | 1.3M | ▲+41% Added · +381K sh | Q1 2026 | |
| 22 | D. E. Shaw & Co., Inc. | $10.3M | 1.3M | ▲+265% Added · +943K sh | Q1 2026 | |
| 23 | MILLENNIUM MANAGEMENT LLC | $9.8M | 1.2M | ▼−51% Reduced · −1.3M sh | Q1 2026 | |
| 24 | FMR LLC | $9.6M | 1.2M | ▲+15% Added · +159K sh | Q1 2026 | |
| 25 | Ceredex Value Advisors LLC | $9.3M | 1.2M | ▼−4.4% Reduced · −56K sh | Q2 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
Last quarter, 8 funds opened a new position in UTZ and 30 added to an existing one, while 17 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Combined value |
|---|---|---|
| MICROSOFT CORPMSFT | 118 funds | $203.1B |
| AMAZON.COM INCAMZN | 114 funds | $152.5B |
| APPLE INCAAPL | 113 funds | $218.6B |
| META PLATFORMS INC-CLASS AMETA | 113 funds | $85.4B |
| NVIDIA CORPNVDA | 112 funds | $295.1B |
| ALPHABET INC-CL AGOOGL | 111 funds | $117.4B |
| JPMORGAN CHASE & COJPM | 109 funds | $45.8B |
| COSTCO WHOLESALE CORPCOST | 108 funds | $27.5B |
| CHEVRON CORPCVX | 108 funds | $20.1B |
| ALPHABET INC-CL CGOOG | 107 funds | $98.3B |
| MICRON TECHNOLOGY INCMU | 107 funds | $27.8B |
| HOME DEPOT INCHD | 107 funds | $21.8B |
Ranked by how many of UTZ's institutional holders also hold each name, a cross-fund conviction signal.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Dec 31, 2025 | Sponaugle James | EVP & Chief People Officer | Buy (P) | 679 | $7K |
| Dec 31, 2025 | Shea Theresa Robbins | EVP, Chief Legal Officer | Buy (P) | 702 | $7K |
| Nov 24, 2025 | Series U of UM Partners, LLC | 10% Owner | Buy (P) | 8K | $76K |
| Nov 24, 2025 | Series R of UM Partners, LLC | 10% Owner | Buy (P) | 1K | $13K |
| Nov 21, 2025 | Series U of UM Partners, LLC | 10% Owner | Buy (P) | 70K | $676K |
| Nov 21, 2025 | Series R of UM Partners, LLC | 10% Owner | Buy (P) | 12K | $119K |
| Nov 20, 2025 | Series U of UM Partners, LLC | 10% Owner | Buy (P) | 7K | $63K |
| Nov 20, 2025 | Series R of UM Partners, LLC | 10% Owner | Buy (P) | 1K | $11K |
| Nov 18, 2025 | Lissette Dylan | Director | Buy (P) | 7K | $70K |
| Nov 7, 2025 | Lissette Dylan | Director | Buy (P) | 8K | $79K |
| Nov 3, 2025 | Series R of UM Partners, LLC | 10% Owner | Buy (P) | 15K | $157K |
| Nov 3, 2025 | Series U of UM Partners, LLC | 10% Owner | Buy (P) | 85K | $891K |
Connected entities for UTZ
This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/UTZ/capital-change-brief"
Use Arkolith's capital_change_brief for UTZ. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for UTZ. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.