United Parks & Resorts Ownership

Who are the major shareholders and have insiders been buying or selling?

Recent Insider Transactions

DB:W2L Recent Insider Transactions by Companies or Individuals
Date	Value	Name	Entity	Shares	Max Price
10 Mar 25	Sell€316,201	Byron Surrett	Individual	7,008	€45.12
13 Dec 24	Sell€688,859	Christopher Finazzo	Individual	13,000	€52.99
18 Nov 24	Buy€1,842,870	James Mikolaichik	Individual	34,000	€54.20
05 Sep 24	Sell€1,138,262	George Taylor	Individual	23,837	€47.75
27 Aug 24	Sell€24,134	Jayson Maxwell	Individual	545	€44.28
06 Jun 24	Sell€1,308,986	Christopher Dold	Individual	27,636	€47.37
14 May 24	Sell€71,793	Byron Surrett	Individual	1,424	€50.42
10 May 24	Sell€25,032	Jayson Maxwell	Individual	500	€50.06

Insider Trading Volume

Insider Buying: W2L insiders have only sold shares in the past 3 months.

Ownership Breakdown

What is the ownership structure of W2L?
Owner Type	Number of Shares	Ownership Percentage
Individual Insiders	578,909	0.813%
VC/PE Firms	27,205,306	38.2%
Institutions	43,439,404	61%

Dilution of Shares: Shareholders have not been meaningfully diluted in the past year.

Top Shareholders

Top 25 shareholders own 110.1% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
49.4%	Hill Path Capital LP	27,205,306	€1.2b	0%	76.93%
8.27%	Barrow, Hanley, Mewhinney & Strauss, LLC	4,548,403	€207.2m	15.2%	0.63%
8.16%	Nomura Holdings Inc, Securities & Investment Arm	4,488,690	€204.5m	0%	0.75%
5.09%	The Vanguard Group, Inc.	2,801,150	€127.6m	-4.72%	no data
4.58%	BlackRock, Inc.	2,519,445	€114.8m	-12%	no data
3.99%	Simcoe Capital Management, LLC	2,193,340	€99.9m	0%	17.13%
3.22%	River Road Asset Management, LLC	1,771,636	€80.7m	34.1%	1.13%
2.64%	Arrowstreet Capital, Limited Partnership	1,452,380	€66.2m	1.33%	0.05%
2.63%	Voss Capital, LP	1,447,500	€65.9m	0.4%	5.12%
2.59%	Hawk Ridge Capital Management LP	1,427,798	€65.0m	24.5%	3.44%
2.36%	T. Rowe Price Group, Inc.	1,296,241	€59.1m	43.8%	0.01%
2.11%	Dimensional Fund Advisors LP	1,163,235	€53.0m	-0.44%	0.01%
1.91%	UBS Asset Management AG	1,049,076	€47.8m	68.3%	no data
1.46%	GoldenTree Asset Management LP	804,795	€36.7m	-43.4%	2.89%
1.45%	State Street Global Advisors, Inc.	795,556	€36.2m	-5.92%	no data
1.31%	Bank of America Corporation, Asset Management Arm	722,816	€32.9m	59.3%	0.01%
1.26%	Geode Capital Management, LLC	690,904	€31.5m	-6.69%	no data
1.21%	Pinnacle Associates, Ltd.	667,210	€30.4m	-6.45%	0.44%
1.01%	Deroy & Devereaux Private Investment Counsel, Inc.	555,309	€25.3m	0.89%	1.52%
0.98%	Raymond James Financial Inc., Asset Management Arm	539,094	€24.6m	508%	0.01%
0.91%	CIBC World Markets Corp., Brokerage and Security Investments	503,057	€22.9m	0.61%	0.15%
0.91%	Hudson Bay Capital Management LP	500,000	€22.8m	0%	0.18%
0.91%	HG Vora Capital Management, LLC	500,000	€22.8m	-61.5%	1.94%
0.88%	Neuberger Berman Investment Advisers LLC	483,059	€22.0m	2.07%	0.02%
0.83%	Perpetual Limited	459,150	€20.9m	37.8%	0.34%

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2025/03/23 11:54
End of Day Share Price	2025/03/21 00:00
Earnings	2024/12/31
Annual Earnings	2024/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

Package	Data	Timeframe	Example US Source ^*
Company Financials	10 years	Income statement Cash flow statement Balance sheet	SEC Form 10-K SEC Form 10-Q
Analyst Consensus Estimates	+3 years	Forecast financials Analyst price targets	Analyst Research Reports Blue Matrix
Market Prices	30 years	Stock prices Dividends, Splits and Actions	ICE Market Data SEC Form S-1
Ownership	10 years	Top shareholders Insider trading	SEC Form 4 SEC Form 13D
Management	10 years	Leadership team Board of directors	SEC Form 10-K SEC Form DEF 14A
Key Developments	10 years	Company announcements	SEC Form 8-K

^* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

United Parks & Resorts Inc. is covered by 24 analysts. 10 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

Analyst	Institution
Brandt Montour	Barclays
Felicia Kantor Hendrix	Barclays
Bryan Goldberg	BofA Global Research