UTZNYSEMiscellaneous Food Preparations & Kindred ProductsFiscal year ends January 3
Utz Brands, Inc.
Financials through Q2 FY2026, quarter ended Jun 28, 2026Last filing: 10-Q on Aug 5, 2026
$14.30+0.01 (+0.07%)
Close on Oct 19, 2026
- Market cap
- $1.27B
- P/E (TTM)
- –
- Dividend yield
- –
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
53.5%
77M of 144M shares
Institutional holders
234
42 new, 32 sold out
Net institutional buying
2M
In Q2 2026
Insider trades, 12 months
16 buys · 0 sales
Net bought $2.60M
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| JPMorgan Chase & Co. | 5,274,721 | 6.00% | 13G (passive) amendment | Dec 31, 2025 |
| Series U of UM Partners, LLC | 50,616,650 | 37.30% | 13D (active) amendment | Jul 20, 2026 |
| BlackRock, Inc. | 4,998,730 | 5.80% | 13G (passive) amendment | Mar 31, 2025 |
| Roger K. Deromedi | 4,772,885 | 5.54% | 13G (passive) amendment | Sep 30, 2025 |
| Millennium Group Management LLC | 4,524,080 | 5.30% | 13G (passive) | May 23, 2025 |
| Paul J. Glazer | 4,446,531 | 5.00% | 13G (passive) | Oct 2, 2026 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of UTZ | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| BlackRock, Inc. | 6,122,796 | 4.25% | $47.15M | +477,516 | 0.00% |
| Vanguard Portfolio Management LLC | 4,066,303 | 2.82% | $31.31M | +35,473 | 0.00% |
| Copeland Capital Management, LLC | 3,958,637 | 2.75% | $30.48M | −104,924 | 0.63% |
| JPMorgan Chase & Co | 3,471,373 | 2.41% | $27.15M | −625,811 | 0.00% |
| Vanguard Capital Management LLC | 3,273,514 | 2.27% | $25.21M | +112,582 | 0.00% |
| First Eagle Investment Management, LLC | 2,637,500 | 1.83% | $20.31M | +1,507,750 | 0.02% |
| Two Sigma Investments, LP | 2,415,524 | 1.68% | $18.60M | +689,560 | 0.01% |
| Focus Partners Wealth | 2,389,800 | 1.66% | $18.40M | +397,972 | 0.02% |
| Goldman Sachs Group Inc | 2,094,349 | 1.45% | $16.13M | +1,211,226 | 0.00% |
| Geode Capital Management, LLC | 1,983,856 | 1.38% | $15.28M | +172,524 | 0.00% |
| Dimensional Fund Advisors LP | 1,896,995 | 1.32% | $14.61M | −101,094 | 0.00% |
| Diamond Hill Capital Management Inc | 1,878,175 | 1.30% | $14.46M | +1,089,283 | 0.12% |
| State Street Corp | 1,844,087 | 1.28% | $14.31M | +85,950 | 0.00% |
| Thompson Siegel & Walmsley LLC | 1,742,123 | 1.21% | $13.41K | +153,826 | 0.24% |
| Systematic Financial Management LP | 1,639,136 | 1.14% | $12.62M | +789,675 | 0.25% |
| Ameriprise Financial Inc | 1,579,394 | 1.10% | $12.16M | +133,002 | 0.00% |
| Jennison Associates LLC | 1,521,159 | 1.06% | $11.71M | +128,026 | 0.01% |
| GW&K Investment Management, LLC | 1,498,239 | 1.04% | $11.54K | +53,727 | 0.09% |
| D. E. Shaw & Co., Inc. | 1,480,902 | 1.03% | $11.40M | +181,482 | 0.01% |
| Citadel Advisors LLC | 1,324,243 | 0.92% | $10.20M | +1,140,401 | 0.00% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 234 | 77M | 53.5% | 42 / 101 | 56 / 32 | 15M | 12M |
| Q1 2026 | 226 | 75M | 51.8% | 51 / 72 | 75 / 49 | 24M | 17M |
| Q4 2025 | 229 | 75M | 52.3% | 38 / 80 | 82 / 45 | 11M | 22M |
| Q3 2025 | 239 | 86M | 60.0% | 32 / 99 | 74 / 28 | 12M | 6M |
| Q2 2025 | 238 | 81M | 56.4% | 37 / 104 | 66 / 34 | 15M | 8M |
| Q1 2025 | 238 | 75M | 52.1% | 43 / 108 | 55 / 26 | 12M | 16M |
| Q4 2024 | 223 | 79M | 54.8% | 33 / 84 | 70 / 20 | 5M | 8M |
| Q3 2024 | 213 | 82M | 57.0% | 33 / 62 | 80 / 35 | 17M | 8M |
| Q2 2024 | 217 | 79M | 54.7% | 39 / 77 | 76 / 20 | 5M | 6M |
| Q1 2024 | 199 | 79M | 55.0% | 25 / 80 | 63 / 28 | 9M | 6M |
| Q4 2023 | 204 | 77M | 53.2% | 38 / 77 | 68 / 21 | 12M | 5M |
| Q3 2023 | 190 | 70M | 48.8% | 26 / 84 | 50 / 23 | 6M | 3M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of UTZ | Value | % of fund | As of |
|---|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund | 2,275,131 | 1.58% | $17.52M | 0.00% | Jun 30, 2026 |
| iShares Russell 2000 ETF | 1,926,312 | 1.34% | $14.83M | 0.02% | Jun 30, 2026 |
| JPMorgan Small Cap Equity Fund | 1,809,523 | 1.26% | $13.93M | 0.48% | Jun 30, 2026 |
| Vanguard Small-Cap Index Fund | 1,622,760 | 1.13% | $12.50M | 0.01% | Jun 30, 2026 |
| Diamond Hill Small Cap Fund | 1,379,307 | 0.96% | $10.62M | 3.45% | Jun 30, 2026 |
| Vanguard Small-Cap Value Index Fund | 1,028,989 | 0.71% | $7.92M | 0.01% | Jun 30, 2026 |
| First Eagle Small Cap Opportunity Fund | 1,026,032 | 0.71% | $14.49M | 0.50% | Jul 31, 2026 |
| Fidelity Enhanced Small Cap Core ETF | 1,011,631 | 0.70% | $7.79M | 0.13% | Jun 30, 2026 |
| Vanguard Extended Market Index Fund | 923,373 | 0.64% | $7.11M | 0.01% | Jun 30, 2026 |
| MFS New Discovery Value Fund | 900,942 | 0.63% | $6.59M | 0.26% | May 31, 2026 |
| Vanguard Consumer Staples Index Fund | 874,688 | 0.61% | $6.40M | 0.07% | May 31, 2026 |
| Fidelity Small Cap Index Fund | 808,879 | 0.56% | $11.42M | 0.03% | Jul 31, 2026 |
| iShares Russell 2000 Value ETF | 681,965 | 0.47% | $5.25M | 0.04% | Jun 30, 2026 |
| U.S. Small Cap Value Portfolio | 604,245 | 0.42% | $8.53M | 0.04% | Jul 31, 2026 |
| ClearBridge Small Cap Fund | 532,522 | 0.37% | $7.52M | 1.07% | Jul 31, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| Howard A. Friedman | CEO, Director | 397,178 | 0.28% | Mar 10, 2026 |
| Ryan Patrick Tewey | Principal Accounting Officer | 20,854 | 0.01% | Mar 10, 2026 |
| James Sponaugle | EVP & Chief People Officer | 100,254 | 0.07% | Mar 10, 2026 |
| Jeremy K. Stuart | EVP, Sales & CCO | 67,469 | 0.05% | Mar 10, 2026 |
| Jennifer Bentz | EVP, Chief Marketing Officer | 85,000 | 0.06% | Mar 10, 2026 |
| William J. Kelley JR | EVP, Chief Financial Officer | 54,021 | 0.04% | Mar 10, 2026 |
| Theresa Robbins Shea | EVP, Chief Legal Officer | 110,524 | 0.08% | Mar 10, 2026 |
| Mitchell Andrew Arends | EVP Chief Integr Supply Chain | 101,712 | 0.07% | Mar 10, 2026 |
| Chad Whyte | EVP, Supply Chain | 58,717 | 0.04% | May 6, 2025 |
| Mark Schreiber | EVP & Chief Customer Officer | 125,063 | 0.09% | Jan 6, 2025 |
| Cary Devore | EVP, Chief Op & Transform Ofc | 480,867 | 0.33% | Jan 6, 2025 |
| Shannan Redcay | EVP, Manufacturing | 44,212 | 0.03% | Jan 6, 2025 |
| Ajay Kataria | EVP & CFO | 151,399 | 0.11% | Jan 6, 2025 |
| Dylan Lissette | Director | 175,559 | 0.12% | Apr 27, 2026 |
| John W. Altmeyer | Director | 84,500 | 0.06% | Apr 27, 2026 |
| Roger K. Deromedi | Director | 14,203,863 | 9.87% | Apr 27, 2026 |
| Craig D. Steeneck | Director | 312,000 | 0.22% | Apr 27, 2026 |
| Jason K. Giordano | Director | 18,520,293 | 12.86% | Apr 27, 2026 |
| Antonio F. Fernandez | Director | 263,533 | 0.18% | Apr 27, 2026 |
| Bruce John Lindeman | Director | 69,080 | 0.05% | Apr 27, 2026 |
| Christina Choi | Director | 50,637 | 0.04% | Apr 27, 2026 |
| Timothy Brown | Director | 84,500 | 0.06% | Apr 27, 2026 |
| Pamela J. Stewart | Director | 54,571 | 0.04% | Apr 27, 2026 |
| William Werzyn Jr. | Director | 39,897 | 0.03% | Apr 27, 2026 |
| Family Foundation Rice | – | 900,000 | 0.63% | Jul 22, 2026 |
| Series R of UM Partners, LLC | 10% owner | 8,932,350 | 6.20% | Nov 24, 2025 |
| Series U of UM Partners, LLC | 10% owner | 50,616,650 | 35.16% | Nov 24, 2025 |
| Chinh Chu | – | 9,128,558 | 6.34% | Aug 11, 2025 |
| CC Collier Holdings, LLC | – | 3,807,480 | 2.64% | Aug 11, 2025 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Timothy Brown Director | Apr 23, 2026 | Award | +16,927 | – | – | 84,500 |
| William Werzyn Jr. Director | Apr 23, 2026 | Award | +16,927 | – | – | 39,897 |
| Dylan Lissette Director | Apr 23, 2026 | Award | +16,927 | – | – | 160,730 |
| Jason K. Giordano Director | Apr 23, 2026 | Award | +16,927 | – | – | 3,840,293 |
| Pamela J. Stewart Director | Apr 23, 2026 | Award | +16,927 | – | – | 54,571 |
| Craig D. Steeneck Director | Apr 23, 2026 | Award | +16,927 | – | – | 312,000 |
| Bruce John Lindeman Director | Apr 23, 2026 | Award | +16,927 | – | – | 69,080 |
| Antonio F. Fernandez Director | Apr 23, 2026 | Award | +16,927 | – | – | 263,533 |
| John W. Altmeyer Director | Apr 23, 2026 | Award | +16,927 | – | – | 84,500 |
| Christina Choi Director | Apr 23, 2026 | Award | +16,927 | – | – | 50,637 |
| Roger K. Deromedi Director | Apr 23, 2026 | Award | +16,927 | – | – | 26,600 |
| Howard A. Friedman CEO, Director | Mar 9, 2026 | Award | +132,498 | – | – | 321,932 |
| Jeremy K. Stuart EVP, Sales & CCO | Mar 9, 2026 | Award | +24,962 | – | – | 67,469 |
| Jennifer Bentz EVP, Chief Marketing Officer | Mar 9, 2026 | Award | +25,251 | – | – | 85,000 |
| William J. Kelley JR EVP, Chief Financial Officer | Mar 9, 2026 | Award | +2,982 | – | – | 54,021 |
| William J. Kelley JR EVP, Chief Financial Officer | Mar 9, 2026 | Award | +42,940 | – | – | 96,961 |
| Mitchell Andrew Arends EVP Chief Integr Supply Chain | Mar 9, 2026 | Award | +26,013 | – | – | 101,712 |
| Ryan Patrick Tewey Principal Accounting Officer | Mar 9, 2026 | Award | +4,296 | – | – | 20,854 |
| Theresa Robbins Shea EVP, Chief Legal Officer | Mar 9, 2026 | Award | +23,333 | – | – | 110,524 |
| James Sponaugle EVP & Chief People Officer | Mar 9, 2026 | Award | +20,195 | – | – | 100,254 |
| Dylan Lissette Director | Feb 27, 2026 | Tax withholding | −16,891 | $10.38 | $175.33K | 143,803 |
| Theresa Robbins Shea EVP, Chief Legal Officer | Jan 6, 2026 | Award | +21,535 | – | – | 93,590 |
| Theresa Robbins Shea EVP, Chief Legal Officer | Jan 6, 2026 | Tax withholding | −6,399 | $10.38 | $66.42K | 87,191 |
| James Sponaugle EVP & Chief People Officer | Jan 6, 2026 | Tax withholding | −5,771 | $10.38 | $59.90K | 80,059 |
| James Sponaugle EVP & Chief People Officer | Jan 6, 2026 | Award | +19,585 | – | – | 85,830 |
| Jeremy K. Stuart EVP, Sales & CCO | Jan 6, 2026 | Award | +23,406 | – | – | 42,507 |
| Howard A. Friedman CEO, Director | Jan 6, 2026 | Award | +159,007 | – | – | 394,135 |
| Howard A. Friedman CEO, Director | Jan 6, 2026 | Tax withholding | −64,482 | $10.38 | $669.32K | 329,653 |
| Ryan Patrick Tewey Principal Accounting Officer | Jan 5, 2026 | Award | +7,779 | – | – | 16,558 |
| Theresa Robbins Shea EVP, Chief Legal Officer | Jan 5, 2026 | Award | +21,879 | – | – | 72,055 |
| James Sponaugle EVP & Chief People Officer | Jan 5, 2026 | Award | +18,936 | – | – | 66,245 |
| William J. Kelley JR EVP, Chief Financial Officer | Jan 5, 2026 | Award | +37,281 | – | – | 51,039 |
| Mitchell Andrew Arends EVP Chief Integr Supply Chain | Jan 5, 2026 | Award | +24,390 | – | – | 75,699 |
| Howard A. Friedman CEO, Director | Jan 5, 2026 | Award | +123,249 | – | – | 235,128 |
| Jennifer Bentz EVP, Chief Marketing Officer | Jan 5, 2026 | Award | +23,676 | – | – | 59,749 |
| Ryan Patrick Tewey Principal Accounting Officer | Jan 2, 2026 | Tax withholding | −377 | $10.38 | $3.91K | 8,907 |
| Ryan Patrick Tewey Principal Accounting Officer | Jan 2, 2026 | Tax withholding | −128 | $10.38 | $1.33K | 8,779 |
| Ryan Patrick Tewey Principal Accounting Officer | Jan 2, 2026 | Tax withholding | −303 | $10.38 | $3.15K | 9,284 |
| Theresa Robbins Shea EVP, Chief Legal Officer | Jan 2, 2026 | Tax withholding | −1,616 | $10.38 | $16.77K | 54,051 |
| Theresa Robbins Shea EVP, Chief Legal Officer | Jan 2, 2026 | Tax withholding | −1,346 | $10.38 | $13.97K | 51,560 |
| Theresa Robbins Shea EVP, Chief Legal Officer | Jan 2, 2026 | Tax withholding | −1,384 | $10.38 | $14.37K | 50,176 |
| Theresa Robbins Shea EVP, Chief Legal Officer | Jan 2, 2026 | Tax withholding | −1,145 | $10.38 | $11.89K | 52,906 |
| James Sponaugle EVP & Chief People Officer | Jan 2, 2026 | Tax withholding | −1,578 | $10.38 | $16.38K | 50,439 |
| James Sponaugle EVP & Chief People Officer | Jan 2, 2026 | Tax withholding | −1,086 | $10.38 | $11.27K | 48,479 |
| James Sponaugle EVP & Chief People Officer | Jan 2, 2026 | Tax withholding | −874 | $10.38 | $9.07K | 49,565 |
| James Sponaugle EVP & Chief People Officer | Jan 2, 2026 | Tax withholding | −1,170 | $10.38 | $12.14K | 47,309 |
| Mitchell Andrew Arends EVP Chief Integr Supply Chain | Jan 2, 2026 | Tax withholding | −1,231 | $10.38 | $12.78K | 51,309 |
| Mitchell Andrew Arends EVP Chief Integr Supply Chain | Jan 2, 2026 | Tax withholding | −10,559 | $10.38 | $109.60K | 53,797 |
| Mitchell Andrew Arends EVP Chief Integr Supply Chain | Jan 2, 2026 | Tax withholding | −1,257 | $10.38 | $13.05K | 52,540 |
| Jeremy K. Stuart EVP, Sales & CCO | Jan 2, 2026 | Tax withholding | −2,496 | $10.38 | $25.91K | 20,592 |
| Jeremy K. Stuart EVP, Sales & CCO | Jan 2, 2026 | Tax withholding | −362 | $10.38 | $3.76K | 20,230 |
| Jeremy K. Stuart EVP, Sales & CCO | Jan 2, 2026 | Tax withholding | −354 | $10.38 | $3.67K | 19,876 |
| Jeremy K. Stuart EVP, Sales & CCO | Jan 2, 2026 | Tax withholding | −775 | $10.38 | $8.04K | 19,101 |
| Howard A. Friedman CEO, Director | Jan 2, 2026 | Tax withholding | −7,067 | $10.38 | $73.36K | 124,318 |
| Howard A. Friedman CEO, Director | Jan 2, 2026 | Tax withholding | −6,021 | $10.38 | $62.50K | 118,297 |
| Howard A. Friedman CEO, Director | Jan 2, 2026 | Tax withholding | −6,418 | $10.38 | $66.62K | 111,879 |
| Jennifer Bentz EVP, Chief Marketing Officer | Jan 2, 2026 | Tax withholding | −2,573 | $10.38 | $26.71K | 38,940 |
| Jennifer Bentz EVP, Chief Marketing Officer | Jan 2, 2026 | Tax withholding | −1,422 | $10.38 | $14.76K | 37,518 |
| Jennifer Bentz EVP, Chief Marketing Officer | Jan 2, 2026 | Tax withholding | −1,445 | $10.38 | $15.00K | 36,073 |
| Theresa Robbins Shea EVP, Chief Legal Officer | Dec 31, 2025 | Buy | +702 | $9.86 | $6.92K | 55,667 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| Christina Choi Director | Sep 4, 2025 | 5,703 | $77.73K | Sep 4, 2025 | Vesting of a Stock Award |
| Schreiber Mark Officer | Aug 6, 2025 | 15,722 | $202.76K | Aug 6, 2025 | Restricted stock comp |
| CC Collier Holdings, LLC Affiliate | Mar 6, 2025 | 496,038 | $6.82M | Mar 6, 2025 | Share distribution |
| CC Collier Holdings, LLC Affiliate | Nov 6, 2024 | 2,815,404 | $48.82M | Nov 6, 2024 | Share distribution |
| D. Devore Cary Officer | Nov 4, 2024 | 30,000 | $519.50K | Nov 4, 2024 | Restricted stock vesting under a registered plan |
| Christina Choi Director | May 23, 2024 | 3,160 | $56.82K | May 23, 2024 | Vesting of a Stock Award |
| Dylan Lissette Director | May 7, 2024 | 10,003 | $191.90K | May 7, 2024 | Vesting of a Stock Award |
| D. Devore Cary Officer | May 7, 2024 | 40,000 | $759.71K | May 7, 2024 | Restricted stock vesting under a registered plan |
| Schreiber Mark Officer | May 6, 2024 | 20,103 | $391.04K | May 6, 2024 | Restricted Stock Comp |
| R. of UM Partners LLC Series Affiliate | May 6, 2024 | 70,215 | $1.32M | May 6, 2024 | Conversion of convertible securities |
| U. of UM Partners LLC Series Affiliate | May 6, 2024 | 397,885 | $7.46M | May 6, 2024 | Conversion of convertible securities |
| K. Deromedi Roger Director | May 2, 2024 | 66,027 | $1.28M | May 2, 2024 | Acquired as consideration of merger or acquisition |
| CC Collier Holdings, LLC Affiliate | Mar 15, 2024 | 336,938 | $6.08M | Mar 13, 2024 | Share distribution |
| R. of UM Partners LLC Series Affiliate | Mar 4, 2024 | 78,750 | $1.37M | Mar 4, 2024 | Conversion of convertible securities |
| U. of UM Partners LLC Series Affiliate | Mar 4, 2024 | 446,250 | $7.76M | Mar 4, 2024 | Conversion of convertible securities |