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Winmark (WINA) Institutional Ownership

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$404.43 +12.82 (+3.27%)
Closing price 08/12/2025 04:00 PM Eastern
Extended Trading
$404.07 -0.36 (-0.09%)
As of 08/12/2025 04:10 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.
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Institutional Ownership Changes (13F Filings) for Winmark (NASDAQ:WINA)

Current
Institutional Ownership
Percentage
73.32%
Number of
Institutional Buyers
(last 12 months)
107
Total
Institutional Inflows
(last 12 months)
$136.70M
Number of
Institutional Sellers
(last 12 months)
75
Total
Institutional Outflows
(last 12 months)
$122.24M
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WINA Institutional Buying and Selling by Quarter

Winmark Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/12/2025Clifford Capital Partners LLC1,232$465K0.1%+26.5%0.035%
8/12/2025Cynosure Group LLC991$374K0.0%-6.3%0.028%
8/12/2025Bahl & Gaynor Inc.2,589$978K0.0%-60.7%0.073%
8/12/2025Rhumbline Advisers13,169$4.97M0.0%+18.0%0.371%
8/12/2025Franklin Resources Inc.1,980$748K0.0%+6.2%0.056%
8/12/2025Legal & General Group Plc3,397$1.28M0.0%-6.8%0.096%
8/12/2025JPMorgan Chase & Co.4,186$1.58M0.0%-59.3%0.118%
8/12/2025Magnetar Financial LLC930$351K0.0%N/A0.026%
8/12/2025Swiss National Bank5,700$2.15M0.0%-1.7%0.161%
8/12/2025Dynamic Technology Lab Private Ltd2,100$793K0.1%+174.2%0.059%
8/8/2025 Intech Investment Management LLC1,404$530K0.0%-9.8%0.040%
8/8/2025 Creative Planning5,227$1.97M0.0%+38.2%0.147%
8/8/2025 SG Americas Securities LLC1,222$461K0.0%+283.1%0.034%
8/8/2025 Fiera Capital Corp1,180$446K0.0%-78.5%0.033%
8/8/2025 Police & Firemen s Retirement System of New Jersey665$251K0.0%+12.7%0.019%
8/8/2025 Bailard Inc.671$253K0.0%-13.0%0.019%
8/8/2025 Geode Capital Management LLC75,665$28.58M0.0%+1.1%2.132%
8/7/2025 Vise Technologies Inc.574$217K0.0%N/A0.016%
8/7/2025Aviva PLC1,093$413K0.0%-42.2%0.031%
8/6/2025 Anchor Capital Advisors LLC3,359$1.27M0.0%-2.8%0.095%
8/5/2025 Bank of New York Mellon Corp20,150$7.61M0.0%+3.5%0.568%
8/1/2025 Teacher Retirement System of Texas4,652$1.76M0.0%+17.9%0.131%
8/1/2025 Bessemer Group Inc.57,819$21.83M0.0%+4.9%1.629%
8/1/2025 Envestnet Asset Management Inc.23,589$8.91M0.0%-1.4%0.664%
7/31/2025 Northstar Asset Management Inc.7,339$2.77M0.8%+23.9%0.207%
7/31/2025 AlphaQuest LLC347$131K0.0%-72.5%0.010%
7/29/2025 William Blair Investment Management LLC60,835$22.97M0.1%-31.2%1.714%
7/25/2025 Vest Financial LLC2,570$970K0.0%N/A0.072%
7/25/2025 Montrusco Bolton Investments Inc.608$230K0.0%N/A0.017%
7/25/2025 Allspring Global Investments Holdings LLC19,536$7.38M0.0%-22.0%0.550%
7/25/2025 CWM LLC156$59K0.0%+358.8%0.004%
7/23/2025 Roundview Capital LLC2,803$1.06M0.1%N/A0.079%
7/23/2025 KLP Kapitalforvaltning AS700$264K0.0%+16.7%0.020%
7/23/2025 Laurus Global Equity Management Inc.6,120$2.31M1.5%-41.7%0.172%
7/22/2025 LGT Fund Management Co Ltd.9,460$3.57M0.3%N/A0.266%
7/21/2025 Copeland Capital Management LLC73,501$27.76M0.6%+16.3%2.070%
7/18/2025 Mountain Pacific Investment Advisers LLC33,797$12.76M0.9%+9.6%0.952%
7/16/2025 Congress Asset Management Co.15,734$5.94M0.0%-0.2%0.446%
7/15/2025 Public Employees Retirement System of Ohio4,331$1.64M0.0%-40.4%0.123%
7/11/2025 Annex Advisory Services LLC3,515$1.33M0.0%+4.9%0.100%
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6/27/2025Goldman Sachs Group Inc.21,279$6.76M0.0%+28.0%0.603%
6/18/2025Voya Investment Management LLC820$261K0.0%-7.4%0.023%
5/29/2025Rhumbline Advisers11,164$3.55M0.0%+23.1%0.316%
5/21/2025 Acadian Asset Management LLC2,856$907K0.0%-13.0%0.081%
5/19/2025Jane Street Group LLC3,787$1.20M0.0%+391.2%0.107%
5/19/2025UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC6,252$1.99M0.0%+6.6%0.177%
5/16/2025Vancity Investment Management Ltd10,898$3.46M0.5%N/A0.309%
5/16/2025Caxton Associates LLP2,242$713K0.0%N/A0.063%
5/16/2025Goldman Sachs Group Inc.21,279$6.76M0.0%+28.0%0.602%
5/16/2025Knightsbridge Asset Management LLC1,294$411K0.1%-3.6%0.037%
5/16/2025Dynamic Technology Lab Private Ltd766$243K0.0%+36.8%0.022%
5/16/2025Select Equity Group L.P.23,450$7.45M0.0%+766.0%0.664%
5/16/2025MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.1,736$552K0.0%+4.6%0.049%
5/16/2025Jacobs Levy Equity Management Inc.11,749$3.74M0.0%N/A0.333%
5/16/2025AQR Capital Management LLC4,275$1.36M0.0%-39.3%0.121%
5/15/2025 Promethium Advisors LLC5,408$1.72M1.1%+25.1%0.153%
5/15/2025Royal Bank of Canada9,885$3.14M0.0%+7.7%0.280%
5/14/2025MetLife Investment Management LLC1,725$548K0.0%-1.6%0.049%
5/14/2025Walleye Capital LLC2,793$888K0.0%+73.9%0.079%
5/14/2025Bahl & Gaynor Inc.6,589$2.09M0.0%N/A0.187%
5/14/2025 AlphaQuest LLC1,263$401K0.0%+223.8%0.036%
5/14/2025Kestra Advisory Services LLC5,996$1.91M0.0%+1.8%0.170%
5/14/2025Hsbc Holdings PLC745$233K0.0%N/A0.021%
5/13/2025Northern Trust Corp47,076$14.96M0.0%+0.9%1.333%
5/13/2025Algert Global LLC8,019$2.55M0.1%+18.8%0.227%
5/13/2025 Northstar Asset Management Inc.5,923$1.88M0.6%+94.1%0.168%
5/13/2025Raymond James Financial Inc.34,176$10.86M0.0%+11.3%0.968%
5/13/2025Liontrust Investment Partners LLP5,597$1.78M0.0%-48.1%0.158%
5/13/2025Neuberger Berman Group LLC327,807$104.20M0.1%-1.6%9.281%
5/13/2025Russell Investments Group Ltd.2,574$818K0.0%+115.0%0.073%
5/12/2025Nuveen LLC9,201$2.93M0.0%N/A0.261%
5/12/2025Invesco Ltd.3,022$961K0.0%-94.2%0.086%
5/12/2025Cynosure Group LLC1,058$336K0.0%+37.2%0.030%
5/12/2025National Bank of Canada FI136$43K0.0%+147.3%0.004%
5/12/2025Swiss National Bank5,800$1.84M0.0%-1.7%0.164%
5/9/2025Deutsche Bank AG6,453$2.05M0.0%+172.6%0.183%
5/9/2025Charles Schwab Investment Management Inc.23,620$7.51M0.0%-2.6%0.669%
5/9/2025 Vanguard Group Inc.171,334$54.46M0.0%+1.4%4.851%
5/8/2025Jefferies Financial Group Inc.1,834$583K0.0%N/A0.052%
5/8/2025 US Bancorp DE1,315$418K0.0%-2.7%0.037%
5/8/2025 Seizert Capital Partners LLC833$265K0.0%+29.3%0.024%
5/8/2025 Vestcor Inc18,000$5.72M0.2%-19.2%0.510%
5/8/2025XTX Topco Ltd1,606$510K0.0%N/A0.045%
5/7/2025 Mawer Investment Management Ltd.28,058$8.92M0.0%-63.9%0.794%
5/7/2025 Fiera Capital Corp5,488$1.74M0.0%-23.7%0.155%
5/7/2025Skandinaviska Enskilda Banken AB publ5,000$1.59M0.0%-2.0%0.142%
5/6/2025 Y Intercept Hong Kong Ltd1,699$540K0.0%N/A0.048%
5/2/2025 James Investment Research Inc.2,155$685K0.1%-17.2%0.061%
5/2/2025Victory Capital Management Inc.13,247$4.21M0.0%-22.2%0.375%
4/29/2025 Envestnet Asset Management Inc.23,923$7.60M0.0%+33.0%0.677%
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4/29/2025 Bank of New York Mellon Corp19,467$6.19M0.0%-3.4%0.551%
4/28/2025 Teacher Retirement System of Texas3,947$1.26M0.0%+12.2%0.112%
4/24/2025 Allspring Global Investments Holdings LLC25,034$7.96M0.0%+2,706.5%0.707%
4/24/2025 Copeland Capital Management LLC63,209$20.09M0.4%-3.1%1.786%
4/23/2025 Bessemer Group Inc.55,132$17.53M0.0%+4.0%1.557%
4/22/2025 TrueMark Investments LLC1,533$487K0.1%N/A0.043%
4/22/2025 Cambridge Investment Research Advisors Inc.1,594$507K0.0%-2.9%0.045%
4/21/2025 CWA Asset Management Group LLC13,586$4.32M0.2%+3.1%0.384%
4/17/2025 Mountain Pacific Investment Advisers LLC30,848$9.81M0.7%-0.6%0.871%
4/17/2025 Exchange Traded Concepts LLC785$250K0.0%+8.3%0.022%
(Data available from 1/1/2016 forward)

WINA Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of WINA shares?

During the previous two years, 181 institutional investors and hedge funds held shares of Winmark. The most heavily invested institutionals were Neuberger Berman Group LLC ($104.20M), Renaissance Technologies LLC ($68.49M), Vanguard Group Inc. ($54.46M), AltraVue Capital LLC ($51.45M), Port Capital LLC ($41.63M), Dimensional Fund Advisors LP ($40.25M), and Nine Ten Capital Management LLC ($32.98M).Learn more on Winmark's institutional investors.

What percentage of Winmark's stock is owned by institutional investors?

73.32% of Winmark's stock is owned by institutional investors. Learn more on WINA's institutional investor holdings.

Which institutional investors have been buying Winmark's stock?

Of the 139 institutional investors that purchased Winmark's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: AltraVue Capital LLC ($71.15K), Raymond James Financial Inc. ($34.18K), Rockefeller Capital Management L.P. ($30.19K), Allspring Global Investments Holdings LLC ($27.58K), CWA Asset Management Group LLC ($21.86K), Select Equity Group L.P. ($20.74K), and William Blair Investment Management LLC ($18.65K).

How much institutional buying is happening at Winmark?

Institutional investors have bought a total of 378,980 shares in the last 24 months. This purchase volume represents approximately $136.70M in transactions.

Which of Winmark's major shareholders have been selling company stock?

Of the 75 institutional investors that sold Winmark's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Mawer Investment Management Ltd. ($130.22K), Invesco Ltd. ($48.72K), William Blair Investment Management LLC ($27.60K), Millennium Management LLC ($13.66K), Renaissance Technologies LLC ($9.90K), Fiera Capital Corp ($9.70K), and Arrowstreet Capital Limited Partnership ($7.88K).

How much institutional selling is happening at Winmark?

Institutional investors have sold a total of 341,079 shares in the last 24 months. This volume of shares sold represents approximately $122.24M in transactions.


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This page (NASDAQ:WINA) was last updated on 8/13/2025 by MarketBeat.com Staff
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