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Winmark (WINA) Institutional Ownership

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$424.29 0.00 (0.00%)
Closing price 07/2/2026 04:00 PM Eastern
Extended Trading
$424.34 +0.06 (+0.01%)
As of 07/2/2026 05:39 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 Massive. 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)
141
Total
Institutional Inflows
(last 12 months)
$358.31M
Number of
Institutional Sellers
(last 12 months)
89
Total
Institutional Outflows
(last 12 months)
$161.76M
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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
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%
5/18/2026Amundi495$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%
5/14/2026Morningstar Investment Management LLC1,601$685K0.0%-20.9%0.045%
5/14/2026Sei Investments Co.4,106$1.76M0.0%+20.2%0.115%
5/14/2026State of Wyoming71$30K0.0%+144.8%0.002%
5/13/2026First Trust Advisors LP150,369$64.29M0.0%-1.1%4.203%
5/7/2026Dimensional Fund Advisors LP74,379$31.80M0.0%+5.3%2.079%
5/7/2026SEB Asset Management AB2,674$1.14M0.0%N/A0.075%
5/6/2026Copeland Capital Management LLC64,947$27.77M0.6%-1.8%1.814%
5/6/2026Bessemer 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%
5/5/2026Bank of New York Mellon Corp30,770$13.16M0.0%+31.6%0.859%
5/5/2026Illinois Municipal Retirement Fund1,508$645K0.0%N/A0.042%
5/4/2026Principal Financial Group Inc.14,371$6.14M0.0%N/A0.402%
5/4/2026Teachers Retirement System of The State of Kentucky650$277K0.0%N/A0.018%
5/2/2026LGT Fund Management Co Ltd.9,260$3.96M0.2%-10.0%0.259%
5/1/2026Commonwealth of Pennsylvania Public School Empls Retrmt SYS731$313K0.0%N/A0.020%
5/1/2026Fifth Third Bancorp921$394K0.0%N/A0.026%
4/30/2026Kestra Advisory Services LLC6,168$2.64M0.0%-1.6%0.172%
4/30/2026Oregon Public Employees Retirement Fund679$290K0.0%N/A0.019%
4/28/2026DGS Capital Management LLC3,426$1.47M0.2%+11.0%0.096%
4/27/2026New York State Teachers Retirement System593$254K0.0%N/A0.017%
4/27/2026Y Intercept Hong Kong Ltd1,578$675K0.0%-9.3%0.044%
4/24/2026James Investment Research Inc.1,881$804K0.1%+39.7%0.053%
4/23/2026Inspire Investing LLC1,192$510K0.0%+3.1%0.033%
4/22/2026Pictet Asset Management Holding SA537$230K0.0%N/A0.015%
4/22/2026Sterling Capital Management LLC99$42K0.0%-42.4%0.003%
4/21/2026Louisiana State Employees Retirement System1,300$556K0.0%N/A0.036%
4/20/2026OP Asset Management Ltd5,044$2.16M0.0%N/A0.141%
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4/17/2026Mountain Pacific Investment Advisers LLC4,473$1.91M0.3%+1.2%0.125%
4/16/2026SG 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%
3/3/2026Caitong 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%
2/18/2026Inspire 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%
2/18/2026Align Financial LLC7,289$2.95M0.0%N/A0.205%
2/17/2026AQR Capital Management LLC12,185$4.93M0.0%+57.4%0.342%
2/17/2026Cetera 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%
2/17/2026Russell 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%
2/16/2026Landscape Capital Management L.L.C.14,312$5.80M0.4%+24.8%0.402%
2/16/2026Arax Advisory Partners66$27K0.0%-55.4%0.002%
2/16/2026Barclays PLC6,447$2.61M0.0%+6.9%0.181%
2/16/2026Aptus Capital Advisors LLC11,989$4.86M0.0%N/A0.337%
2/13/2026Kestra 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%
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%
2/13/2026Stifel Financial Corp4,314$1.75M0.0%-4.6%0.121%
2/13/2026Smartleaf 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%
2/13/2026First Trust Advisors LP152,018$61.56M0.0%+56.0%4.270%
2/13/2026State Street Corp83,822$33.94M0.0%+11.1%2.355%
2/13/2026Ieq Capital LLC1,085$439K0.0%N/A0.030%
2/13/2026Martingale Asset Management L P1,700$688K0.0%-48.5%0.048%
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2/13/2026Dynamic Technology Lab Private Ltd902$365K0.1%N/A0.025%
2/13/2026UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC6,650$2.69M0.0%+1.0%0.187%
2/13/2026Wells Fargo & Company MN6,329$2.56M0.0%+1.7%0.178%
2/12/2026Jane Street Group LLC2,637$1.07M0.0%+2.7%0.074%
2/12/2026DRW Securities LLC579$234K0.0%N/A0.016%
2/12/2026Commonwealth Equity Services LLC5,102$2.07M0.0%+2.4%0.143%
2/12/2026Northstar Asset Management Inc.8,186$3.32M0.9%+3.6%0.230%
2/12/2026State Board of Administration of Florida Retirement System1,405$569K0.0%+6.0%0.039%
2/12/2026Renaissance Technologies LLC208,155$84.29M0.1%-3.1%5.847%
2/12/2026Dimensional Fund Advisors LP70,608$28.59M0.0%-7.5%1.983%


WINA Institutional Ownership - Frequently Asked Questions

During the previous two years, 222 institutional investors and hedge funds held shares of Winmark. The most heavily invested institutionals were 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), Fisher Asset Management LLC ($42.39M), and Port Capital LLC ($39.76M).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 190 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: First Trust Advisors LP ($150.31K), Fisher Asset Management LLC ($109.43K), Jacobs Levy Equity Management Inc. ($95.23K), Alliancebernstein L.P. ($76.03K), AltraVue Capital LLC ($72.59K), Goldman Sachs Group Inc. ($50.01K), and Raymond James Financial Inc. ($34.18K).

Institutional investors have bought a total of 843,057 shares in the last 24 months. This purchase volume represents approximately $358.31M in transactions.

Of the 89 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: William Blair Investment Management LLC ($46.46K), Mountain Pacific Investment Advisers LLC ($29.38K), Bessemer Group Inc. ($23.89K), CWA Asset Management Group LLC ($19.15K), UBS Group AG ($17.66K), Qube Research & Technologies Ltd ($15.95K), and Millennium Management LLC ($14.59K).

Institutional investors have sold a total of 368,957 shares in the last 24 months. This volume of shares sold represents approximately $161.76M in transactions.


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This page (NASDAQ:WINA) was last updated on 7/5/2026 by MarketBeat.com Staff.
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