Utz Brands, Inc.
UTZFigures shown here come from public SEC filings. Dates beside each section show the available history.
How Utz Brands, Inc. Makes Money
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From revenue to net income
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Financial Summary
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SEC filings supply these figures; updates after the dates shown are not included. This page includes 9 annual periods. The latest annual period ends Dec 28, 2025. The latest insider filing shown is dated Apr 27, 2026. The latest institutional report shown is dated Mar 31, 2026; other ownership filings may exist.
Ownership
Who holds the shares, as reported in SEC ownership filings.
Reported 13F positions
Each row shows what a filer reported for one date, not a current position. The link opens that filing.
| Filer | Report date | Shares | Value | Filing |
|---|---|---|---|---|
| LEVIN CAPITAL STRATEGIES, L.P. | 2026-03-31 | 50,184 | $397K | SEC filing |
| SBI Securities Co., Ltd. | 2026-03-31 | 13 | $103 | SEC filing |
| XTX Topco Ltd | 2026-03-31 | 125,706 | $996K | SEC filing |
| JENNISON ASSOCIATES LLC | 2026-03-31 | 1,393,133 | $11M | SEC filing |
| RHUMBLINE ADVISERS | 2026-03-31 | 93,363 | $739K | SEC filing |
| Transamerica Financial Advisors, LLC | 2026-03-31 | 7 | $55 | SEC filing |
| UBS Group AG | 2026-03-31 | 1,313,976 | $10.4M | SEC filing |
| Sageworth Trust Co | 2026-03-31 | 91,760 | $727K | SEC filing |
| IFP Advisors, Inc | 2026-03-31 | 287 | $2.27K | SEC filing |
| Centiva Capital, LP | 2026-03-31 | 20,670 | $164K | SEC filing |
| MidFirst Bank | 2026-03-31 | 90 | $713 | SEC filing |
| Point72 Asset Management, L.P. | 2026-03-31 | 304,310 | $2.41M | SEC filing |
| JONES FINANCIAL COMPANIES LLLP | 2026-03-31 | 10,612 | $78.6K | SEC filing |
| KEYBANK NATIONAL ASSOCIATION/OH | 2026-03-31 | 21,090 | $167K | SEC filing |
| EverSource Wealth Advisors, LLC | 2026-03-31 | 495 | $3.92K | SEC filing |
| Engineers Gate Manager LP | 2026-03-31 | 51,395 | $407K | SEC filing |
| Optiver Holding B.V. | 2026-03-31 | 506 | $4.01K | SEC filing |
| SJS Investment Consulting Inc. | 2026-03-31 | 8 | $64 | SEC filing |
| Mitsubishi UFJ Asset Management Co., Ltd. | 2026-03-31 | 2,519 | $20K | SEC filing |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 2026-03-31 | 34,521 | $273K | SEC filing |
120 filers have only one report here.
Unusually large insider trades
Each trade is compared with the other insider trades of the same kind in the same security among Utz Brands, Inc.'s recent filings on file. Size alone is context, not a prediction or evidence of improper trading.
- 2025-11-21 · Series U of UM Partners, LLC: Larger than 25 of the 26 other insider purchases of Class A Common Stock on file. SEC filing
- 2025-11-03 · Series U of UM Partners, LLC: Larger than all 26 other insider purchases of Class A Common Stock on file. SEC filing
- 2025-11-03 · Lissette Dylan: Larger than 24 of the 26 other insider purchases of Class A Common Stock on file. SEC filing
- 2025-03-06 · Chu Chinh: Larger than 21 of the 22 other insider sales of Class A Common Stock on file. SEC filing
- 2024-11-06 · Chu Chinh: Larger than all 22 other insider sales of Class A Common Stock on file. SEC filing
- 2024-03-04 · Series U of UM Partners, LLC: Larger than 20 of the 22 other insider sales of Class A Common Stock on file. SEC filing
Independent insiders buying near the same time
- 2025-12-31–2025-12-31: 2 event(s) across 2 owner(s) — A cluster counts independent reporting owners that reported purchases within a set time. Co-filers and declared affiliates count once, and duplicate reports of the same event count once. ( filing , filing )
- 2025-11-18–2025-11-24: 7 event(s) across 3 owner(s) — A cluster counts independent reporting owners that reported purchases within a set time. Co-filers and declared affiliates count once, and duplicate reports of the same event count once. ( filing , filing , filing , filing , filing , filing , filing )
- 2025-11-03–2025-11-07: 7 event(s) across 6 owner(s) — A cluster counts independent reporting owners that reported purchases within a set time. Co-filers and declared affiliates count once, and duplicate reports of the same event count once. ( filing , filing , filing , filing , filing , filing , filing )
- 2025-05-05–2025-05-07: 6 event(s) across 6 owner(s) — A cluster counts independent reporting owners that reported purchases within a set time. Co-filers and declared affiliates count once, and duplicate reports of the same event count once. ( filing , filing , filing , filing , filing , filing )
- 2025-02-24–2025-02-28: 3 event(s) across 3 owner(s) — A cluster counts independent reporting owners that reported purchases within a set time. Co-filers and declared affiliates count once, and duplicate reports of the same event count once. ( filing , filing , filing )
- 2024-08-05–2024-08-06: 2 event(s) across 2 owner(s) — A cluster counts independent reporting owners that reported purchases within a set time. Co-filers and declared affiliates count once, and duplicate reports of the same event count once. ( filing , filing )
Purchases & sales (open market or private)
| Security | Code | Price | Filing | |||
|---|---|---|---|---|---|---|
| 2025-12-31 | Shea Theresa Robbins · EVP, Chief Legal Officer | Class A Common Stock | P — Open market or private purchase | +702 | 9.86 | SEC filing |
| 2025-12-31 | Sponaugle James · EVP & Chief People Officer | Class A Common Stock | P — Open market or private purchase | +679 | 9.86 | SEC filing |
| 2025-11-24 | Series R of UM Partners, LLC · 10% owner | Class A Common Stock | P — Open market or private purchase | +1,406 | 9.51 | SEC filing |
| 2025-11-24 | Series U of UM Partners, LLC · 10% owner | Class A Common Stock | P — Open market or private purchase | +7,971 | 9.51 | SEC filing |
| 2025-11-21 | Series U of UM Partners, LLC · 10% owner | Class A Common Stock | P — Open market or private purchase | +70,379 | 9.60 | SEC filing |
| 2025-11-21 | Series R of UM Partners, LLC · 10% owner | Class A Common Stock | P — Open market or private purchase | +12,420 | 9.60 | SEC filing |
| 2025-11-20 | Series R of UM Partners, LLC · 10% owner | Class A Common Stock | P — Open market or private purchase | +1,174 | 9.53 | SEC filing |
| 2025-11-20 | Series U of UM Partners, LLC · 10% owner | Class A Common Stock | P — Open market or private purchase | +6,650 | 9.53 | SEC filing |
Showing 8 of 20 rows
Grants, exercises, tax & gifts
| Security | Code | Filing | |||
|---|---|---|---|---|---|
| 2026-04-23 | Werzyn William Jr. · Director | Class A Common Stock | A — Grant, award, or other acquisition | +16,927 | SEC filing |
| 2026-04-23 | Stewart Pamela J · Director | Class A Common Stock | A — Grant, award, or other acquisition | +16,927 | SEC filing |
| 2026-04-23 | Brown Timothy · Director | Class A Common Stock | A — Grant, award, or other acquisition | +16,927 | SEC filing |
| 2026-04-23 | Giordano Jason K · Director | Class A Common Stock | A — Grant, award, or other acquisition | +16,927 | SEC filing |
| 2026-04-23 | Steeneck Craig D. · Director | Class A Common Stock | A — Grant, award, or other acquisition | +16,927 | SEC filing |
| 2026-04-23 | Fernandez Antonio F. · Director | Class A Common Stock | A — Grant, award, or other acquisition | +16,927 | SEC filing |
| 2026-04-23 | Lindeman Bruce John · Director | Class A Common Stock | A — Grant, award, or other acquisition | +16,927 | SEC filing |
| 2026-04-23 | Choi Christina · Director | Class A Common Stock | A — Grant, award, or other acquisition | +16,927 | SEC filing |
Showing 8 of 34 rows
Other activity
| Security | Code | Filing | |||
|---|---|---|---|---|---|
| 2025-01-13 | Series R of UM Partners, LLC · 10% owner | Class V Common Stock | J — Other acquisition or disposition | −300,000 | SEC filing |
| 2025-01-13 | Series U of UM Partners, LLC · 10% owner | Class V Common Stock | J — Other acquisition or disposition | −1,700,000 | SEC filing |
| 2024-11-07 | Series R of UM Partners, LLC · 10% owner | Class V Common Stock | J — Other acquisition or disposition | −150,000 | SEC filing |
| 2024-11-07 | Series U of UM Partners, LLC · 10% owner | Class V Common Stock | J — Other acquisition or disposition | −850,000 | SEC filing |
| 2024-07-09 | Series R of UM Partners, LLC · 10% owner | Class V Common Stock | J — Other acquisition or disposition | −150,000 | SEC filing |
| 2024-07-09 | Series U of UM Partners, LLC · 10% owner | Class V Common Stock | J — Other acquisition or disposition | −850,000 | SEC filing |
Showing 6 of 6 rows
These tables describe filed transactions, not current holdings. Prices are shown as filed; a currency is added only when the filing's data names one. Amended and possible duplicate rows are left out of size comparisons and transaction groups.