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Winmark (WINA) Institutional Ownership

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$428.61 +12.11 (+2.91%)
Closing price 10/13/2025 04:00 PM Eastern
Extended Trading
$427.86 -0.75 (-0.17%)
As of 04:00 AM Eastern
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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)
122
Total
Institutional Inflows
(last 12 months)
$235.56M
Number of
Institutional Sellers
(last 12 months)
79
Total
Institutional Outflows
(last 12 months)
$123.48M
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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
10/10/2025 Congress Asset Management Co.14,783$7.36M0.0%-6.0%0.416%
10/9/2025 Toth Financial Advisory Corp216$108K0.0%+1,250.0%0.006%
10/9/2025 Voya Investment Management LLC539$268K0.0%-34.8%0.015%
8/27/2025Squarepoint Ops LLC12,082$4.56M0.0%+595.6%0.340%
8/26/2025Thrivent Financial for Lutherans1,451$548K0.0%N/A0.041%
8/19/2025Liontrust Investment Partners LLP4,334$1.64M0.0%-22.6%0.122%
8/18/2025Caxton Associates LLP4,339$1.64M0.0%+93.5%0.122%
8/15/2025Tower Research Capital LLC TRC 213$80K0.0%+19.0%0.006%
8/15/2025Stonebridge Capital Advisors LLC4,335$1.64M0.1%-18.7%0.122%
8/15/2025Monimus Capital Management LP3,853$1.46M1.1%-10.4%0.109%
8/15/2025Select Equity Group L.P.27,204$10.27M0.0%+16.0%0.766%
8/15/2025Smartleaf Asset Management LLC355$133K0.0%+48.5%0.010%
8/15/2025Rafferty Asset Management LLC847$320K0.0%+9.6%0.024%
8/15/2025Man Group plc17,874$6.75M0.0%+2.9%0.503%
8/15/2025BNP Paribas Financial Markets7,933$3.00M0.0%+69.5%0.223%
8/15/2025Brevan Howard Capital Management LP1,852$699K0.0%N/A0.052%
8/15/2025Balyasny Asset Management L.P.5,289$2.00M0.0%N/A0.149%
8/15/2025Bank of America Corp DE11,270$4.26M0.0%-1.4%0.317%
8/15/2025Ameriprise Financial Inc.2,154$814K0.0%+8.7%0.061%
8/14/2025California State Teachers Retirement System2,579$974K0.0%-7.6%0.073%
8/14/2025Raymond James Financial Inc.31,726$11.98M0.0%-7.2%0.894%
8/14/2025Maverick Capital Ltd.3,498$1.32M0.0%N/A0.099%
8/14/2025MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.1,633$617K0.0%-5.9%0.046%
8/14/2025Alliancebernstein L.P.73,739$27.85M0.0%+2,358.0%2.077%
8/14/2025The Manufacturers Life Insurance Company 1,573$594K0.0%+3.7%0.044%
8/14/2025Squarepoint Ops LLC12,082$4.56M0.0%+595.6%0.340%
8/14/2025Sei Investments Co.3,079$1.17M0.0%+55.0%0.087%
8/14/2025Nebula Research & Development LLC2,249$849K0.1%+18.7%0.063%
8/14/2025Qube Research & Technologies Ltd11,339$4.28M0.0%-38.3%0.319%
8/13/2025Marshall Wace LLP17,894$6.76M0.0%N/A0.504%
8/13/2025First Trust Advisors LP44,086$16.65M0.0%+2,478.1%1.242%
8/13/2025Kennedy Capital Management LLC20,965$7.92M0.2%+10.1%0.591%
8/13/2025Invesco Ltd.8,567$3.24M0.0%+183.5%0.241%
8/13/2025Arrowstreet Capital Limited Partnership1,310$495K0.0%-26.9%0.037%
8/13/2025Fisher Asset Management LLC82,152$31.02M0.0%N/A2.314%
8/13/2025New York State Common Retirement Fund14,735$5.56M0.0%+2.2%0.415%
8/13/2025Skandinaviska Enskilda Banken AB publ 4,700$1.77M0.0%-6.0%0.132%
8/13/2025State Board of Administration of Florida Retirement System1,522$575K0.0%N/A0.043%
8/13/2025Elevation Point Wealth Partners LLC114$43K0.0%N/A0.003%
8/13/2025Russell Investments Group Ltd.2,314$874K0.0%-10.1%0.065%
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%
8/8/2025Intech Investment Management LLC1,404$530K0.0%-9.8%0.040%
8/8/2025Creative Planning5,227$1.97M0.0%+38.2%0.147%
8/8/2025SG Americas Securities LLC1,222$461K0.0%+283.1%0.034%
8/8/2025Fiera Capital Corp1,180$446K0.0%-78.5%0.033%
8/8/2025Police & Firemen s Retirement System of New Jersey665$251K0.0%+12.7%0.019%
8/8/2025Bailard Inc.671$253K0.0%-13.0%0.019%
8/8/2025Geode Capital Management LLC75,665$28.58M0.0%+1.1%2.132%
8/7/2025Vise Technologies Inc.574$217K0.0%N/A0.016%
8/7/2025Aviva PLC1,093$413K0.0%-42.2%0.031%
8/6/2025Anchor Capital Advisors LLC3,359$1.27M0.0%-2.8%0.095%
8/5/2025Bank of New York Mellon Corp20,150$7.61M0.0%+3.5%0.568%
8/1/2025Teacher Retirement System of Texas4,652$1.76M0.0%+17.9%0.131%
8/1/2025Bessemer Group Inc.57,819$21.83M0.0%+4.9%1.629%
8/1/2025Envestnet Asset Management Inc.23,589$8.91M0.0%-1.4%0.664%
7/31/2025Northstar Asset Management Inc.7,339$2.77M0.8%+23.9%0.207%
7/31/2025AlphaQuest LLC347$131K0.0%-72.5%0.010%
7/29/2025William Blair Investment Management LLC60,835$22.97M0.1%-31.2%1.714%
7/25/2025Vest Financial LLC2,570$970K0.0%N/A0.072%
7/25/2025Montrusco Bolton Investments Inc.608$230K0.0%N/A0.017%
7/25/2025Allspring Global Investments Holdings LLC19,536$7.38M0.0%-22.0%0.550%
7/25/2025CWM LLC156$59K0.0%+358.8%0.004%
7/23/2025Roundview Capital LLC2,803$1.06M0.1%N/A0.079%
7/23/2025KLP Kapitalforvaltning AS700$264K0.0%+16.7%0.020%
7/23/2025Laurus Global Equity Management Inc.6,120$2.31M1.5%-41.7%0.172%
7/22/2025LGT Fund Management Co Ltd.9,460$3.57M0.3%N/A0.266%
7/21/2025Copeland Capital Management LLC73,501$27.76M0.6%+16.3%2.070%
7/18/2025Mountain 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%
7/15/2025Public Employees Retirement System of Ohio4,331$1.64M0.0%-40.4%0.123%
7/11/2025Annex Advisory Services LLC3,515$1.33M0.0%+4.9%0.100%
6/27/2025Goldman Sachs Group Inc.21,279$6.76M0.0%+28.0%0.603%
6/18/2025 Voya Investment Management LLC820$261K0.0%-7.4%0.023%
5/29/2025Rhumbline Advisers11,164$3.55M0.0%+23.1%0.316%
5/21/2025Acadian 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%
5/15/2025Promethium 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%
(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, 190 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 152 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: Fisher Asset Management LLC ($82.15K), AltraVue Capital LLC ($71.15K), Alliancebernstein L.P. ($70.74K), First Trust Advisors LP ($42.38K), Raymond James Financial Inc. ($34.18K), Rockefeller Capital Management L.P. ($30.19K), and Allspring Global Investments Holdings LLC ($27.58K).

How much institutional buying is happening at Winmark?

Institutional investors have bought a total of 640,406 shares in the last 24 months. This purchase volume represents approximately $235.56M in transactions.

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

Of the 79 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), Renaissance Technologies LLC ($9.90K), Fiera Capital Corp ($9.70K), Arrowstreet Capital Limited Partnership ($8.36K), and Qube Research & Technologies Ltd ($7.04K).

How much institutional selling is happening at Winmark?

Institutional investors have sold a total of 343,118 shares in the last 24 months. This volume of shares sold represents approximately $123.48M in transactions.


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This page (NASDAQ:WINA) was last updated on 10/14/2025 by MarketBeat.com Staff
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