Willamette Valley Vineyards (WVVI) Institutional Ownership $5.61 +0.14 (+2.56%) As of 07/2/2025 04:00 PM Eastern This is a fair market value price provided by Polygon.io. Learn more. Add Compare Share Share Ownership Stock AnalysisChartCompetitorsEarningsHeadlinesInsider TradesOwnershipSEC FilingsShort InterestTrendsBuy This Stock Institutional Ownership Changes (13F Filings) for Willamette Valley Vineyards (NASDAQ:WVVI)CurrentInstitutional OwnershipPercentage12.24%Number ofInstitutional Buyers(last 12 months)1TotalInstitutional Inflows(last 12 months)$384.41KNumber ofInstitutional Sellers(last 12 months)3TotalInstitutional Outflows(last 12 months)$1.43M Get WVVI Insider Trade Alerts Want to know when executives and insiders are buying or selling Willamette Valley Vineyards stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily. Email Address Skip Chart & View Institutional Buying and Selling Data WVVI Institutional Buying and Selling by Quarter Willamette Valley Vineyards Major Shareholders & Ownership History Export to ExcelReporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails5/6/2025FreeGulliver LLC64,715$384K0.2%N/A1.304% 2/14/2025Price T Rowe Associates Inc. MD10,850$37K0.0%-97.5%0.219% 2/13/2025Renaissance Technologies LLC74,352$249K0.0%-4.2%1.499% 8/9/2024Dimensional Fund Advisors LP33,684$132K0.0%-9.8%0.679% 8/1/2022James Investment Research Inc.12,921$81K0.0%+63.1%0.392% 4/29/2022Navellier & Associates Inc.12,751$115K0.0%+15.8%0.257% 2/14/2022Navellier & Associates Inc.11,015$95K0.0%N/A0.222% 2/3/2022Advisor Group Holdings Inc.12,916$112K0.0%+65.9%0.260% 11/17/2021Colony Group LLC22,921$291K0.0%N/A0.462% 11/12/2021Renaissance Technologies LLC128,585$1.63M0.0%-15.0%2.592% Get the Latest News and Ratings for WVVI and Related StocksEnter your email address below to receive the latest news and analysts' ratings for Willamette Valley Vineyards and its competitors with MarketBeat's FREE daily newsletter. 11/10/2021O Shaughnessy Asset Management LLC11,935$152K0.0%+23.0%0.241% 11/5/2021Advisor Group Holdings Inc.7,785$99K0.0%-10.8%0.157% 10/19/2021Next Capital Management LLC54,800$697K0.5%N/A1.105% 8/16/2021State Street Corp13,512$185K0.0%N/A0.272% 8/13/2021Geode Capital Management LLC25,662$351K0.0%N/A0.517% 8/13/2021Vanguard Group Inc.183,714$2.51M0.0%+147.4%3.704% 8/12/2021Dimensional Fund Advisors LP41,417$567K0.0%+206.5%0.835% 8/9/2021O Shaughnessy Asset Management LLC9,705$133K0.0%N/A0.196% 8/2/2021Advisor Group Holdings Inc.8,729$119K0.0%+384.9%0.176% 8/1/2021Clearview Wealth Advisors LLC15,674$214K0.1%-27.7%0.316% 5/21/2021Citadel Advisors LLC10,191$92K0.0%N/A0.205% 5/18/2021Citadel Advisors LLC10,191$92K0.0%N/A0.205% 5/14/2021Dimensional Fund Advisors LP13,513$122K0.0%+16.4%0.272% 5/13/2021Renaissance Technologies LLC151,403$1.37M0.0%+20.1%3.052% 5/12/2021UBS Group AG3,413$31K0.0%+349.1%0.069% (Data available from 1/1/2016 forward) WVVI Institutional Ownership - Frequently Asked Questions Who are the largest shareholders of WVVI shares? During the previous two years, the following institutional investors and hedge funds held shares of Willamette Valley Vineyards shares: FreeGulliver LLC ($384K), Renaissance Technologies LLC ($249K), and Dimensional Fund Advisors LP ($132K), Price T Rowe Associates Inc. MD ($37K).Learn more on Willamette Valley Vineyards' institutional investors. What percentage of Willamette Valley Vineyards' stock is owned by institutional investors? 12.24% of Willamette Valley Vineyards' stock is owned by institutional investors. Learn more on WVVI's institutional investor holdings. Which institutional investors have been buying Willamette Valley Vineyards' stock? The following institutional investors have purchased Willamette Valley Vineyards' stock in the last 24 months: FreeGulliver LLC ($64.72K). How much institutional buying is happening at Willamette Valley Vineyards? Institutional investors have bought a total of 64,715 shares in the last 24 months. This purchase volume represents approximately $384.41K in transactions. Which of Willamette Valley Vineyards' major shareholders have been selling company stock? The following institutional investors have sold Willamette Valley Vineyards stock in the last 24 months: Price T Rowe Associates Inc. MD ($419K), Dimensional Fund Advisors LP ($3.64K), and Renaissance Technologies LLC ($3.30K). How much institutional selling is happening at Willamette Valley Vineyards? Institutional investors have sold a total of 425,940 shares in the last 24 months. This volume of shares sold represents approximately $1.43M in transactions. Related Companies BLNE Major Shareholders CASK Major Shareholders YHC Major Shareholders BTTR Major Shareholders BUD Major Shareholders DEO Major Shareholders KDP Major Shareholders ABEV Major Shareholders CCU Major Shareholders COCO Major Shareholders This page (NASDAQ:WVVI) was last updated on 7/3/2025 by MarketBeat.com Staff From Our PartnersHere's the last trade you should make before heading out for the weekend tomorrow.Make this one trade at 2:59 PM on Friday afternoon, and you'll thank me on Monday morning.Timothy Sykes | SponsoredThis Signal Only Flashes Once Every 4 Years – And It Just TriggeredThis same signal has appeared twice before in the past 8 years — both times, it kicked off major moves in cryp...Crypto Swap Profits | SponsoredTrump’s New Order Could Boost Social Security Benefits by 400%If you collect—or plan to collect—Social Security, you need to see this. A new initiative tied to President...InvestorPlace | SponsoredMarket Panic: Trump Just Dropped a Bomb on Your Stockstock Market Panic: Trump Just Dropped a Bomb on Your Stocks The market is in freefall—and Trump's new tarif...American Alternative | SponsoredThis Crypto Is Set to Explode in JanuaryFree summit: How to profit from the Coinbase-Deribit deal Our hedge fund experts know exactly what this mea...Crypto 101 Media | SponsoredThe $15 Gold Fund That Pays Up to $1,152/MonthGold prices are breaking records. But while everyone else is fixated on headlines… They're missing somet...Investors Alley | SponsoredTrump’s Exec Order #14154 could be a “Millionaire-Maker”Former Presidential Advisor, Jim Rickards, says Trump could “rewire our economy and hand millions of Americans...Paradigm Press | SponsoredThe Robotics Revolution has arrived … and one $7 stock could take off as a result.Robots aren't coming to America in 2025. They are already here. Oxford Economics says, "The Robotics Rev...Weiss Ratings | Sponsored Adding Choose a watchlist: Watchlist Adding You have already added ten stocks to your watchlist. Upgrade to MarketBeat All Access to add more stocks to your watchlist. Adding Willamette Valley Vineyards, Inc. Please log in to your account or sign up in order to add this asset to your watchlist. Share Willamette Valley Vineyards With A Colleague Link copied to clipboard. Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
