Utz Brands, Inc. has 10 Schedule 13D or 13G filings on record since 2025-10-10. 2 holders' latest filing reports 5% or more of class a common stock. Each figure below is the holder's own, as filed, with the filing linked.
Holders
| Holder | Percent | Shares | Latest | Event date |
|---|---|---|---|---|
| Series R of UM Partners LLC | 37.3% | 8,932,350 | SCHEDULE 13D/A, 2026-07-22 | 2026-07-20 |
| Roger K. Deromedi | 5.54% | 4,772,885 | SCHEDULE 13G/A, 2025-10-10 | 2025-09-30 |
| Jpmorgan Chase & Co | 4.6% | 4,098,626 | SCHEDULE 13G/A, 2026-05-13 | 2026-03-31 |
| Jason K. Giordano | 4.42% | 3,813,693 | SCHEDULE 13G/A, 2025-10-10 | 2025-09-30 |
| Millennium Management LLC | 2.9% | 2,542,217 | SCHEDULE 13G/A, 2026-01-20 | 2025-12-31 |
| Ameriprise Financial, Inc. | 2.2% | 1,905,537 | SCHEDULE 13G/A, 2026-05-15 | 2026-03-31 |
| The Vanguard Group | 0% | 0 | SCHEDULE 13G/A, 2026-03-27 | 2026-03-13 |
Purpose of Transaction (Item 4)
Series R of UM Partners LLC
Item 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 Agreement, the other Transaction Agreements and the transactions contemplated thereby are fair to, and in the best interests of, the Issuer and its stockholders, including (x) the holders of the outstanding shares of Class A Common Stock par value $0.0001 per share, of the Issuer ("Class A Common Stock"), excluding (a) Parent, Acquiror and Merger Sub and their respective controlled Affiliates (if applicable), (b) Series U and Series R, (c) the parties to the Voting Agreement (as defined below) (other than Acquiror and the Issuer) and their respective controlled Affiliates, (d) certain other persons identified in the Merger Agreement and (e) any person that the Issuer's Board of Directors …The first part of Item 4 of the SCHEDULE 13D/A filed 2026-07-22; the filing has the rest
Timeline
| Filed | Holder | Percent | Filing |
|---|---|---|---|
| 2025-10-10 | Jason K. Giordano | 4.42% | SCHEDULE 13G/A |
| 2025-10-10 | Roger K. Deromedi | 5.54% | SCHEDULE 13G/A |
| 2025-10-24 | Jpmorgan Chase & Co. | 8.4% | SCHEDULE 13G/A |
| 2026-01-20 | Millennium Management LLC | 2.9% | SCHEDULE 13G/A |
| 2026-01-23 | Jpmorgan Chase & Co. | 6% | SCHEDULE 13G/A |
| 2026-02-17 | Ameriprise Financial, Inc. | 6.1% | SCHEDULE 13G/A |
| 2026-03-27 | The Vanguard Group | 0% | SCHEDULE 13G/A |
| 2026-05-13 | Jpmorgan Chase & Co | 4.6% | SCHEDULE 13G/A |
| 2026-05-15 | Ameriprise Financial, Inc. | 2.2% | SCHEDULE 13G/A |
| 2026-07-22 | Series R of UM Partners LLC | 37.3% | SCHEDULE 13D/A |
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Where this comes from
Anyone who comes to own more than 5% of a class of a listed company's voting shares has to tell the SEC. A holder who may seek to change or influence the company files Schedule 13D, and has to say in Item 4, "Purpose of Transaction", what it intends to do. A holder with no such intent, such as many index and passive funds, may file the shorter Schedule 13G. Both are amended when the stake changes, including when it falls below 5%.
Every row here is one of those filings, linked to the filing itself. Percentages and share counts are exactly as the holder filed them, for the holder the filing names; an amendment showing a lower figure is shown as filed. Item 4 text is quoted word for word. Where a 13D's Item 4 contains a sentence stating a definite intent to influence the company, that sentence is marked and quoted; the page does not describe the holder or its motives beyond the words it filed. Nothing here is investment advice.