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Winmark (WINA) Institutional Ownership

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$392.40 +3.81 (+0.98%)
As of 01/17/2025 04:00 PM 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)
66
Total
Institutional Inflows
(last 12 months)
$74.46M
Number of
Institutional Sellers
(last 12 months)
40
Total
Institutional Outflows
(last 12 months)
$120.42M
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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
1/17/2025 SG Americas Securities LLC1,277$502K0.0%N/A0.036%
1/17/2025 Nisa Investment Advisors LLC736$289K0.0%+1,087.1%0.021%
1/16/2025 Annex Advisory Services LLC2,797$1.10M0.0%N/A0.079%
1/6/2025 CWA Asset Management Group LLC13,175$5.18M0.3%-1.1%0.374%
12/26/2024JPMorgan Chase & Co.8,722$3.34M0.0%+36.5%0.248%
12/10/2024DGS Capital Management LLC3,215$1.23M0.3%-10.9%0.091%
11/16/2024Geode Capital Management LLC71,185$27.26M0.0%+2.1%2.022%
11/15/2024Vestcor Inc22,912$8.77M0.3%-3.9%0.651%
11/15/2024Barclays PLC6,073$2.33M0.0%+117.7%0.173%
11/15/2024Y Intercept Hong Kong Ltd1,012$388K0.0%N/A0.029%
11/15/2024Jane Street Group LLC2,921$1.12M0.0%-31.5%0.083%
11/15/2024State Street Corp81,185$31.09M0.0%+1.9%2.306%
11/15/2024Stifel Financial Corp3,961$1.52M0.0%+13.7%0.113%
11/15/2024Port Capital LLC106,595$40.82M1.8%-5.1%3.028%
11/15/2024Centiva Capital LP815$312K0.0%N/A0.023%
11/15/2024ClearAlpha Technologies LP1,265$484K0.1%+26.4%0.036%
11/14/2024Rockefeller Capital Management L.P.23,943$9.17M0.0%N/A0.680%
11/14/2024Walleye Capital LLC2,335$894K0.0%+63.4%0.066%
11/14/2024UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC7,060$2.70M0.0%-0.7%0.201%
11/14/2024MetLife Investment Management LLC1,654$633K0.0%-3.9%0.047%
11/14/2024Clifford Capital Partners LLC1,724$660K0.1%-8.9%0.049%
11/13/2024Cynosure Group LLC988$378K0.1%-52.1%0.028%
11/13/2024BNP Paribas Financial Markets6,904$2.64M0.0%-19.5%0.196%
11/12/2024Centaurus Financial Inc.721$276K0.0%+108.4%0.020%
11/12/2024Algert Global LLC6,357$2.43M0.1%-46.0%0.181%
11/12/2024Eagle Asset Management Inc.21,372$8.77M0.0%+14.2%0.607%
11/12/2024Charles Schwab Investment Management Inc.24,067$9.22M0.0%+2.4%0.684%
11/9/2024Intech Investment Management LLC708$271K0.0%N/A0.020%
11/7/2024Mawer Investment Management Ltd.90,273$34.57M0.2%-43.0%2.565%
11/6/2024Gladius Capital Management LP173$66K0.0%-16.0%0.005%
11/5/2024Victory Capital Management Inc.4,338$1.66M0.0%+16.4%0.123%
11/1/2024 CWA Asset Management Group LLC13,324$5.10M0.3%N/A0.379%
11/1/2024Fiera Capital Corp8,881$3.40M0.0%-29.4%0.252%
10/28/2024Congress Asset Management Co.9,133$3.50M0.0%-1.3%0.261%
10/24/2024Cavalier Investments LLC1,694$649K0.2%+4.2%0.048%
10/21/2024Copeland Capital Management LLC63,630$24.37M0.4%+0.3%1.820%
10/17/2024Laurus Investment Counsel Inc.10,490$4.02M2.1%-9.7%0.300%
10/16/2024nVerses Capital LLC200$77K0.0%N/A0.006%
10/10/2024Exchange Traded Concepts LLC795$304K0.0%N/A0.023%
10/9/2024 Mountain Pacific Investment Advisers LLC31,049$11.89M0.8%+0.2%0.888%
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10/8/2024CWM LLC213$82K0.0%+110.9%0.006%
9/23/2024Centaurus Financial Inc.346$122K0.0%N/A0.010%
9/20/2024Clifford Capital Partners LLC1,892$667K0.1%+33.3%0.054%
8/16/2024Creative Planning3,351$1.18M0.0%+4.7%0.096%
8/16/2024Algert Global LLC11,767$4.15M0.1%-7.5%0.336%
8/15/2024The Manufacturers Life Insurance Company1,552$547K0.0%+9.8%0.044%
8/15/2024Millennium Management LLC13,986$4.93M0.0%-43.6%0.400%
8/15/2024Dark Forest Capital Management LP921$325K0.1%-29.4%0.026%
8/15/2024AQR Capital Management LLC7,540$2.66M0.0%-9.0%0.216%
8/14/2024Marshall Wace LLP2,154$760K0.0%N/A0.062%
8/13/2024Sei Investments Co.1,434$506K0.0%N/A0.041%
8/12/2024AltraVue Capital LLC145,914$51.45M5.1%+95.2%4.173%
8/9/2024Renaissance Technologies LLC180,077$63.50M0.1%-2.2%5.149%
8/9/2024Dimensional Fund Advisors LP108,329$38.20M0.0%-6.9%3.098%
8/8/2024Envestnet Asset Management Inc.11,373$4.01M0.0%+30.4%0.325%
8/8/2024William Blair Investment Management LLC71,426$25.19M0.1%+9.0%2.042%
8/8/2024BOKF NA1,498$528K0.0%+101.9%0.043%
8/7/2024Mawer Investment Management Ltd.158,273$55.81M0.3%-13.7%4.526%
8/6/2024Quest Partners LLC478$169K0.0%N/A0.014%
8/6/2024Anchor Capital Advisors LLC3,410$1.20M0.0%+9.5%0.098%
8/5/2024Victory Capital Management Inc.3,726$1.31M0.0%+55.8%0.106%
8/1/2024Fiera Capital Corp12,571$4.43M0.0%-27.1%0.359%
8/1/2024Rhumbline Advisers7,546$2.66M0.0%-2.4%0.216%
7/31/2024Commonwealth Equity Services LLC14,186$5.00M0.0%+0.3%0.403%
7/29/2024 Crossmark Global Holdings Inc.809$285K0.0%+15.1%0.023%
7/29/2024Principal Financial Group Inc.1,558$549K0.0%+7.6%0.044%
7/29/2024TrueMark Investments LLC1,060$374K0.1%N/A0.030%
7/26/2024Allspring Global Investments Holdings LLC682$240K0.0%-76.8%0.019%
7/26/2024Liontrust Investment Partners LLP11,043$3.89M0.1%+35.4%0.314%
7/26/2024Bank of New York Mellon Corp23,259$8.20M0.0%+4.2%0.661%
7/24/2024Unique Wealth Strategies LLC100$36K0.0%N/A0.003%
7/19/2024Gladius Capital Management LP206$73K0.0%+116.8%0.006%
7/11/2024 Mountain Pacific Investment Advisers LLC31,002$10.93M0.8%+12.1%0.886%
7/10/2024CWM LLC101$36K0.0%+197.1%0.003%
5/17/2024Comerica Bank201$73K0.0%+673.1%0.006%
5/16/2024California State Teachers Retirement System2,954$1.07M0.0%-5.0%0.084%
5/16/2024Jacobs Levy Equity Management Inc.1,776$642K0.0%+198.5%0.051%
5/16/2024Kennedy Capital Management LLC4,819$1.74M0.0%-1.5%0.138%
5/16/2024Caxton Associates LP986$357K0.0%-37.6%0.028%
5/15/2024Public Employees Retirement System of Ohio6,158$2.23M0.0%-10.7%0.176%
5/15/2024Price T Rowe Associates Inc. MD816$296K0.0%+14.4%0.023%
5/15/2024BOKF NA742$270K0.0%N/A0.021%
5/15/2024Lazard Asset Management LLC219$79K0.0%-69.2%0.006%
5/13/2024Bessemer Group Inc.48,215$17.44M0.0%+7.9%1.379%
5/11/2024Cynosure Group LLC1,830$662K0.1%N/A0.052%
5/10/2024Vanguard Group Inc.162,668$58.84M0.0%+2.3%4.652%
5/8/2024William Blair Investment Management LLC65,534$23.70M0.1%-17.6%1.874%
5/8/2024Russell Investments Group Ltd.5,294$1.92M0.0%+9.7%0.151%
5/7/2024Clifford Capital Partners LLC1,419$513K0.1%+25.0%0.041%
5/7/2024Swiss National Bank5,900$2.13M0.0%+1.7%0.169%
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5/6/2024Gallacher Capital Management LLC1,176$425K0.2%+45.7%0.034%
5/6/2024Mawer Investment Management Ltd.183,331$66.31M0.3%-33.7%5.238%
5/3/2024Schwarz Dygos Wheeler Investment Advisors LLC2,600$940K0.3%-3.3%0.074%
5/1/2024Capstone Investment Advisors LLC683$247K0.0%N/A0.020%
5/1/2024BNP Paribas Financial Markets4,422$1.60M0.0%-3.7%0.126%
4/29/2024Commonwealth Equity Services LLC14,145$5.12M0.0%+0.2%0.404%
4/29/2024Principal Financial Group Inc.1,448$524K0.0%+87.1%0.041%
4/18/2024Allspring Global Investments Holdings LLC2,942$1.06M0.0%+252.3%0.084%
4/15/2024DGS Capital Management LLC3,769$1.36M0.4%+13.6%0.108%
4/11/2024 Mountain Pacific Investment Advisers Inc. ID27,667$10.01M0.6%+7.7%0.790%
(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, 129 institutional investors and hedge funds held shares of Winmark. The most heavily invested institutionals were Renaissance Technologies LLC ($63.50M), Vanguard Group Inc. ($58.84M), AltraVue Capital LLC ($51.45M), Neuberger Berman Group LLC ($42.73M), Port Capital LLC ($40.82M), Dimensional Fund Advisors LP ($38.20M), and Mawer Investment Management Ltd. ($34.57M).Learn more on WINA's institutional investors.

What percentage of Winmark stock is owned by institutional investors?

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

Which institutional investors have been buying Winmark stock?

Of the 106 institutional investors that purchased Winmark stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Neuberger Berman Group LLC ($133.36K), AltraVue Capital LLC ($80.32K), Bessemer Group Inc. ($27.75K), Mountain Pacific Investment Advisers Inc. ID ($27.67K), Rockefeller Capital Management L.P. ($23.94K), Allspring Global Investments Holdings LLC ($23.02K), and CWA Asset Management Group LLC ($21.45K).

How much institutional buying is happening at Winmark?

Institutional investors have bought a total of 552,468 shares in the last 24 months. This purchase volume represents approximately $186.23M in transactions.

Which Winmark major shareholders have been selling company stock?

Of the 59 institutional investors that sold Winmark stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Mawer Investment Management Ltd. ($242.88K), QV Investors Inc. ($69.10K), William Blair Investment Management LLC ($47.99K), Port Capital LLC ($27.36K), Fiera Capital Corp ($21.48K), Dimensional Fund Advisors LP ($17.83K), and Legato Capital Management LLC ($14.74K).

How much institutional selling is happening at Winmark?

Institutional investors have sold a total of 540,259 shares in the last 24 months. This volume of shares sold represents approximately $192.21M in transactions.


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This page (NASDAQ:WINA) was last updated on 1/20/2025 by MarketBeat.com Staff
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