Go Pro
→ Read now. Do not delete. You’ve been warned. (From Porter & Company) (Ad)tc pixel Free WINA Stock Alerts

Winmark (WINA) Institutional Ownership

Winmark logo
$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.
Compare

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
Get WINA Insider Trade Alerts

Want to know when executives and insiders are buying or selling Winmark stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Subscribe Now
SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

WINA Institutional Buying and Selling by Quarter

Winmark Major Shareholders & Ownership History

Export
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%
PH: Do THESE 4 things to your bank account now … (Ad)

In a few short months, the US government could gain unprecedented powers over personal bank accounts - including the ability to track every transaction or freeze funds. Martin D. Weiss, PhD, founder of Weiss Ratings, has identified 4 simple steps Americans can take today to help safeguard their savings before any changes take effect.tc pixel

Discover all 4 steps to help protect your bank account now
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%
PH: Do THESE 4 things to your bank account now … (Ad)

In a few short months, the US government could gain unprecedented powers over personal bank accounts - including the ability to track every transaction or freeze funds. Martin D. Weiss, PhD, founder of Weiss Ratings, has identified 4 simple steps Americans can take today to help safeguard their savings before any changes take effect.tc pixel

Discover all 4 steps to help protect your bank account now
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.


Related Companies

This page (NASDAQ:WINA) was last updated on 7/5/2026 by MarketBeat.com Staff.
From Our Partners
Trump's gold order: the announcement they won't put on the front page
On August 15, 1971, Nixon interrupted prime-time television and ended the gold standard in 15 minutes - no deb...
Reagan Gold Group | Sponsoredtc pixel
Trump Takes Emergency Action - Plus Elon Musk's New Venture
Elon Musk has quietly launched a new venture - one that has nothing to do with rockets, EVs, or Neuralink. Tru...
Altimetry | Sponsoredtc pixel
Do NOT Buy SpaceX – Do This Instead
SpaceX just went public - and Whitney Tilson, Harvard MBA and 30-year Wall Street veteran, says buying in coul...
Stansberry Research | Sponsoredtc pixel
SPCX Warning - and Worst News for Stocks in 50 Years
Goldman Sachs and Morgan Stanley are now predicting what could be the worst news for the U.S. stock market in ...
TradeSmith | Sponsoredtc pixel
Trump just signed it
A recent policy development is drawing attention from income-focused investors. According to one analyst, c...
Investors Alley | Sponsoredtc pixel
CODE RED: AI Meltdown Imminent?
After correctly predicting the 2008 and 2020 stock market meltdowns, I believe this AI company is about to tri...
Paradigm Press | Sponsoredtc pixel
Your $29.97 book is free today
Why Some Traders Skip Stocks Entirely You don't need a big account to trade options. In fact, options ca...
Profits Run | Sponsoredtc pixel
From the man who predicted 2008 crash…
Porter Stansberry, founder of one of the largest financial research firms in the world, says he's breaking the...
Porter & Company | Sponsoredtc pixel