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Winmark (WINA) Institutional Ownership

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$353.00 +3.41 (+0.97%)
As of 09:48 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)
132
Total
Institutional Inflows
(last 12 months)
$478.66M
Number of
Institutional Sellers
(last 12 months)
77
Total
Institutional Outflows
(last 12 months)
$135.90M
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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
8/13/2026OMERS ADMINISTRATION Corp1,483$627K0.0%N/A0.041%
8/12/2026 Landscape Capital Management L.L.C.6,205$2.63M0.2%N/A0.173%
8/11/2026 OneAscent Financial Services LLC858$363K0.0%N/A0.024%
8/11/2026 Vise Technologies Inc.497$210K0.0%N/A0.014%
8/7/2026 BlackRock Inc.489,771$207.21M0.0%N/A13.635%
8/7/2026 Deutsche Bank AG4,107$1.74M0.0%N/A0.114%
8/6/2026 Global Retirement Partners LLC82$35K0.0%N/A0.002%
8/6/2026 Bank of New York Mellon Corp31,481$13.32M0.0%N/A0.877%
7/9/2026 Legacy Wealth Asset Management LLC697$295K0.1%N/A0.019%
7/7/2026 GAMMA Investing LLC99$42K0.0%+141.5%0.003%
6/18/2026Pacer Advisors Inc.334$143K0.0%N/A0.009%
6/16/2026Empowered Funds LLC476$204K0.0%N/A0.013%
5/19/2026Bank of America Corp DE14,712$6.29M0.0%+14.7%0.411%
5/18/2026 Amundi495$212K0.0%N/A0.014%
5/18/2026California State Teachers Retirement System3,973$1.70M0.0%+37.1%0.111%
5/18/2026Royal Bank of Canada8,518$3.64M0.0%-1.2%0.238%
5/18/2026Empowered Funds LLC476$204K0.0%N/A0.013%
5/16/2026The Manufacturers Life Insurance Company 1,384$592K0.0%-2.7%0.039%
5/16/2026Maverick Capital Ltd.1,506$644K0.0%-78.3%0.042%
5/16/2026Quantinno Capital Management LP718$307K0.0%+22.9%0.020%
5/15/2026OMERS ADMINISTRATION Corp963$412K0.0%+14.2%0.027%
5/15/2026Entropy Technologies LP1,120$479K0.0%N/A0.031%
5/14/2026Renaissance Technologies LLC205,875$88.02M0.1%-1.1%5.751%
5/14/2026 Morningstar Investment Management LLC1,601$685K0.0%-20.9%0.045%
5/14/2026Sei Investments Co.4,106$1.76M0.0%+20.2%0.115%
5/14/2026 State of Wyoming71$30K0.0%+144.8%0.002%
5/13/2026 First Trust Advisors LP150,369$64.29M0.0%-1.1%4.203%
5/7/2026 Dimensional Fund Advisors LP74,379$31.80M0.0%+5.3%2.079%
5/7/2026 SEB Asset Management AB2,674$1.14M0.0%N/A0.075%
5/6/2026 Copeland Capital Management LLC64,947$27.77M0.6%-1.8%1.814%
5/6/2026 Bessemer Group Inc.42,738$18.27M0.0%+3.5%1.194%
5/6/2026Allspring Global Investments Holdings LLC22,086$9.57M0.0%+11.9%0.617%
5/5/2026 Bank of New York Mellon Corp30,770$13.16M0.0%+31.6%0.859%
5/5/2026 Illinois Municipal Retirement Fund1,508$645K0.0%N/A0.042%
5/4/2026 Principal Financial Group Inc.14,371$6.14M0.0%N/A0.402%
5/4/2026 Teachers Retirement System of The State of Kentucky650$277K0.0%N/A0.018%
5/2/2026 LGT Fund Management Co Ltd.9,260$3.96M0.2%-10.0%0.259%
5/1/2026 Commonwealth of Pennsylvania Public School Empls Retrmt SYS731$313K0.0%N/A0.020%
5/1/2026 Fifth Third Bancorp921$394K0.0%N/A0.026%
4/30/2026 Kestra Advisory Services LLC6,168$2.64M0.0%-1.6%0.172%
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4/30/2026 Oregon Public Employees Retirement Fund679$290K0.0%N/A0.019%
4/28/2026DGS Capital Management LLC3,426$1.47M0.2%+11.0%0.096%
4/27/2026 New York State Teachers Retirement System593$254K0.0%N/A0.017%
4/27/2026 Y Intercept Hong Kong Ltd1,578$675K0.0%-9.3%0.044%
4/24/2026 James Investment Research Inc.1,881$804K0.1%+39.7%0.053%
4/23/2026 Inspire Investing LLC1,192$510K0.0%+3.1%0.033%
4/22/2026 Pictet Asset Management Holding SA537$230K0.0%N/A0.015%
4/22/2026 Sterling Capital Management LLC99$42K0.0%-42.4%0.003%
4/21/2026 Louisiana State Employees Retirement System1,300$556K0.0%N/A0.036%
4/20/2026 OP Asset Management Ltd5,044$2.16M0.0%N/A0.141%
4/17/2026 Mountain Pacific Investment Advisers LLC4,473$1.91M0.3%+1.2%0.125%
4/16/2026 SG Americas Securities LLC333$142K0.0%-92.8%0.009%
3/20/2026Hsbc Holdings PLC705$285K0.0%+39.3%0.020%
3/17/2026Rockefeller Capital Management L.P.33,315$13.49M0.0%-23.7%0.931%
3/3/2026 Caitong International Asset Management Co. Ltd124$50K0.0%N/A0.003%
2/24/2026DGS Capital Management LLC3,086$1.25M0.2%-1.1%0.087%
2/23/2026Virtu Financial LLC812$329K0.0%-35.4%0.023%
2/19/2026Vancity Investment Management Ltd1,022$414K0.1%-25.1%0.029%
2/19/2026Invesco Ltd.3,153$1.28M0.0%-62.7%0.089%
2/18/2026Susquehanna Portfolio Strategies LLC9,707$3.93M0.1%+325.4%0.273%
2/18/2026Tudor Investment Corp ET AL1,071$434K0.0%-40.1%0.030%
2/18/2026Port Capital LLC98,188$39.76M1.7%+0.1%2.758%
2/18/2026Millennium Management LLC962$390K0.0%-93.8%0.027%
2/18/2026Man Group plc36,699$14.86M0.0%+24.2%1.031%
2/18/2026 Inspire Investing LLC1,156$468K0.0%+28.9%0.032%
2/18/2026Gotham Asset Management LLC1,005$407K0.0%N/A0.028%
2/18/2026Engineers Gate Manager LP1,414$573K0.0%N/A0.040%
2/18/2026Balyasny Asset Management L.P.7,891$3.20M0.0%+121.5%0.222%
2/18/2026 Align Financial LLC7,289$2.95M0.0%N/A0.205%
2/17/2026AQR Capital Management LLC12,185$4.93M0.0%+57.4%0.342%
2/17/2026 Cetera Investment Advisers723$293K0.0%-7.8%0.020%
2/17/2026Trexquant Investment LP1,558$631K0.0%-31.7%0.044%
2/17/2026Price T Rowe Associates Inc. MD1,719$697K0.0%+6.2%0.048%
2/17/2026Public Employees Retirement System of Ohio4,770$1.93M0.0%+5.3%0.134%
2/17/2026California State Teachers Retirement System2,898$1.17M0.0%+4.8%0.081%
2/17/2026 Russell Investments Group Ltd.6,746$2.73M0.0%+19.0%0.189%
2/17/2026Royal Bank of Canada8,625$3.49M0.0%-32.3%0.242%
2/17/2026Graham Capital Management L.P.866$351K0.0%N/A0.024%
2/17/2026Magnetar Financial LLC777$315K0.0%N/A0.022%
2/16/2026OMERS ADMINISTRATION Corp843$341K0.0%N/A0.024%
2/16/2026Squarepoint Ops LLC3,554$1.44M0.0%+143.9%0.100%
2/16/2026Mariner LLC1,440$583K0.0%+54.3%0.040%
2/16/2026Kennedy Capital Management LLC16,405$6.64M0.1%-15.0%0.461%
2/16/2026 Landscape Capital Management L.L.C.14,312$5.80M0.4%+24.8%0.402%
2/16/2026 Arax Advisory Partners66$27K0.0%-55.4%0.002%
2/16/2026Barclays PLC6,447$2.61M0.0%+6.9%0.181%
2/16/2026 Aptus Capital Advisors LLC11,989$4.86M0.0%N/A0.337%
2/13/2026 Kestra Advisory Services LLC6,266$2.54M0.0%+2.6%0.176%
2/13/2026Maverick Capital Ltd.6,935$2.81M0.0%-35.6%0.195%
2/13/2026Marshall Wace LLP4,739$1.92M0.0%N/A0.133%
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2/13/2026The Manufacturers Life Insurance Company 1,422$576K0.0%-6.1%0.040%
2/13/2026CANADA LIFE ASSURANCE Co675$273K0.0%+135.2%0.019%
2/13/2026 Stifel Financial Corp4,314$1.75M0.0%-4.6%0.121%
2/13/2026 Smartleaf Asset Management LLC212$86K0.0%-23.7%0.006%
2/13/2026Jacobs Levy Equity Management Inc.96,314$39.00M0.2%+18.3%2.705%
2/13/2026Rafferty Asset Management LLC856$347K0.0%+23.9%0.024%
2/13/2026 First Trust Advisors LP152,018$61.56M0.0%+56.0%4.270%
2/13/2026 State Street Corp83,822$33.94M0.0%+11.1%2.355%
2/13/2026 Ieq Capital LLC1,085$439K0.0%N/A0.030%
2/13/2026Martingale Asset Management L P1,700$688K0.0%-48.5%0.048%


WINA Institutional Ownership - Frequently Asked Questions

During the previous two years, 220 institutional investors and hedge funds held shares of Winmark. The most heavily invested institutionals were BlackRock Inc. ($207.21M), Neuberger Berman Group LLC ($104.20M), Renaissance Technologies LLC ($88.02M), Vanguard Group Inc. ($75.66M), AltraVue Capital LLC ($70.49M), First Trust Advisors LP ($64.29M), and Fisher Asset Management LLC ($42.39M).Learn more on Winmark's institutional investors.

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

Of the 185 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: BlackRock Inc. ($489.77K), First Trust Advisors LP ($150.31K), Fisher Asset Management LLC ($109.43K), Jacobs Levy Equity Management Inc. ($95.23K), Alliancebernstein L.P. ($76.03K), Goldman Sachs Group Inc. ($50.01K), and Bank of New York Mellon Corp ($39.55K).

Institutional investors have bought a total of 1,097,314 shares in the last 24 months. This purchase volume represents approximately $478.66M in transactions.

Of the 76 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: Mountain Pacific Investment Advisers LLC ($29.38K), Bessemer Group Inc. ($23.89K), CWA Asset Management Group LLC ($19.15K), William Blair Investment Management LLC ($18.85K), UBS Group AG ($17.66K), Millennium Management LLC ($14.59K), and Dimensional Fund Advisors LP ($10.70K).

Institutional investors have sold a total of 300,456 shares in the last 24 months. This volume of shares sold represents approximately $135.90M in transactions.


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Institutional ownership data for NASDAQ:WINA is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 8/13/2026. New 13F filings are added each quarter as they're published.
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