Utz Brands Ownership

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


Recent Insider Transactions

NYSE:UTZ Recent Insider Transactions by Companies or Individuals
DateValueNameEntityRoleSharesMax Price
06 Nov 24SellUS$48,678,335Chinh ChuIndividual2,815,404US$17.29
04 Nov 24SellUS$519,498Cary DevoreIndividual30,000US$17.32
06 Aug 24BuyUS$15,045Pamela StewartIndividual895US$16.81
05 Aug 24BuyUS$64,440B. John LindemanIndividual4,000US$16.11
23 May 24SellUS$56,817Christina ChoiIndividual3,160US$17.98
07 May 24SellUS$191,207Dylan LissetteIndividual10,003US$19.12
07 May 24SellUS$759,712Cary DevoreIndividual40,000US$18.99
06 May 24SellUS$391,385Mark SchreiberIndividual20,103US$19.47
14 Mar 24SellUS$6,080,698Chinh ChuIndividual336,938US$18.14
14 Mar 24SellUS$6,080,698Chinh ChuIndividual336,938US$18.14

Insider Trading Volume

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


Ownership Breakdown

What is the ownership structure of UTZ?
Owner TypeNumber of SharesOwnership Percentage
Private Companies2,000,0002.25%
Individual Insiders9,551,82010.7%
Institutions77,513,59087%

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


Top Shareholders

Top 25 shareholders own 85.04% of the company
OwnershipNameSharesCurrent ValueChange %Portfolio %
8.47%
The Vanguard Group, Inc.
6,992,782US$195.8m1.38%no data
7.88%
JP Morgan Asset Management
6,504,482US$182.1m77.4%0.01%
7.58%
T. Rowe Price Group, Inc.
6,259,111US$175.2m9.13%0.01%
6.21%
BlackRock, Inc.
5,124,314US$143.4m-0.15%no data
5.56%
Champlain Investment Partners, LLC
4,588,206US$128.4m-10.4%0.44%
5.26%
Roger Deromedi
4,337,372US$121.4m0%no data
4.93%
Neuberger Berman Investment Advisers LLC
4,067,284US$113.9m-0.44%0.05%
4.18%
Jason Giordano
3,449,717US$96.6m0%no data
4.13%
Columbia Management Investment Advisers, LLC
3,412,284US$95.5m17.1%0.01%
3.94%
Baron Capital Group, Inc.
3,250,000US$91.0m0%0.13%
3.71%
Copeland Capital Management, LLC
3,058,049US$85.6m0.16%0.93%
3.04%
Millennium Management LLC
2,507,367US$70.2m-33.1%0.03%
2.42%
Utz Quality Foods, LLC
2,000,000US$56.0m100%no data
2.13%
State Street Global Advisors, Inc.
1,758,961US$49.2m9.52%no data
1.88%
Geode Capital Management, LLC
1,548,231US$43.3m3.15%no data
1.87%
Jennison Associates LLC
1,545,257US$43.3m-26%0.01%
1.79%
Victory Capital Management Inc.
1,474,047US$41.3m19%0.02%
1.61%
GW&K Investment Management, LLC
1,329,060US$37.2m-4.38%0.18%
1.56%
Dimensional Fund Advisors LP
1,283,638US$35.9m7.82%no data
1.47%
D.F. Dent and Company, Inc.
1,217,329US$34.1m-60%0.25%
1.2%
Marshall Wace LLP
990,280US$27.7m21.9%0.02%
1.12%
Northern Trust Global Investments
928,110US$26.0m-3.81%no data
1.09%
The Rice Family Foundation, Endowment Arm
900,000US$25.2m0%no data
1.04%
Boston Partners Global Investors, Inc.
855,160US$23.9m7,390%0.01%
0.98%
Balyasny Asset Management L.P.
809,561US$22.7m812%0.04%

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2024/12/19 05:28
End of Day Share Price 2024/12/19 00:00
Earnings2024/09/29
Annual Earnings2023/12/31

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.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* 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 here.

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 .

Analyst Sources

Utz Brands, Inc. is covered by 19 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.

AnalystInstitution
Andrew LazarBarclays
Peter GalboBofA Global Research
Wendy NicholsonCitigroup Inc