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Duckhorn Portfolio (NAPA) Institutional Ownership

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Institutional Ownership Changes (13F Filings) for Duckhorn Portfolio (NYSE:NAPA)

Number of
Institutional Buyers
(last 12 months)
63
Total
Institutional Inflows
(last 12 months)
$38.67M
Number of
Institutional Sellers
(last 12 months)
21
Total
Institutional Outflows
(last 12 months)
$27.60M
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Skip Chart & View Institutional Buying and Selling Data

NAPA Institutional Buying and Selling by Quarter

Duckhorn Portfolio Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
12/26/2024JPMorgan Chase & Co.51,554$300K0.0%+3.6%0.035%
11/20/2024Virtu Financial LLC42,354$246K0.0%N/A0.029%
11/19/2024Barclays PLC234,138$1.36M0.0%+214.4%0.159%
11/16/2024Geode Capital Management LLC1,168,545$6.79M0.0%-2.7%0.794%
11/15/2024Barclays PLC234,138$1.36M0.0%+214.4%0.159%
11/15/2024Public Employees Retirement System of Ohio275,444$1.60M0.0%+38.3%0.187%
11/15/2024CTC Alternative Strategies Ltd.12,695$74K0.1%N/A0.009%
11/15/2024Jane Street Group LLC42,912$249K0.0%-84.2%0.029%
11/15/2024State Street Corp1,132,720$6.58M0.0%+0.9%0.770%
11/15/2024Stifel Financial Corp75,991$442K0.0%-1.6%0.052%
11/15/2024Point72 Asset Management L.P.112,119$651K0.0%N/A0.076%
11/15/2024Janus Henderson Group PLC151,454$880K0.0%+40.0%0.103%
11/15/2024Hotchkis & Wiley Capital Management LLC1,483,900$8.62M0.0%-6.0%1.008%
11/15/2024Centiva Capital LP16,126$94K0.0%N/A0.011%
11/15/2024ArrowMark Colorado Holdings LLC15,800$92K0.0%N/A0.011%
11/15/2024Atom Investors LP400,556$2.33M0.2%N/A0.272%
11/15/2024Paloma Partners Management Co16,435$95K0.0%N/A0.011%
11/14/2024PDT Partners LLC71,307$414K0.0%-53.8%0.048%
11/14/2024Verition Fund Management LLC1,478,234$8.59M0.0%+21.9%1.005%
11/14/2024Capstone Investment Advisors LLC126,714$736K0.0%N/A0.086%
11/14/2024Walleye Capital LLC66,025$384K0.0%-42.1%0.045%
11/14/2024Isthmus Partners LLC35,232$205K0.0%+39.3%0.024%
11/14/2024UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC152,823$888K0.0%-6.2%0.104%
11/13/2024FMR LLC8,668$50K0.0%-92.7%0.006%
11/13/2024Dynamic Technology Lab Private Ltd33,042$192K0.0%N/A0.022%
11/12/2024Charles Schwab Investment Management Inc.407,060$2.37M0.0%+10.0%0.277%
11/9/2024Intech Investment Management LLC14,850$86K0.0%N/A0.010%
11/6/2024MQS Management LLC30,658$178K0.1%N/A0.021%
11/5/2024Barnett & Company Inc.12,500$73K0.0%N/A0.008%
11/5/2024Aigen Investment Management LP31,913$185K0.0%N/A0.022%
11/5/2024GSA Capital Partners LLP106,758$620K0.0%N/A0.073%
11/5/2024Entropy Technologies LP27,449$159K0.0%+117.0%0.019%
10/30/2024River Road Asset Management LLC3,312,046$19.24M0.3%+6.1%2.251%
10/30/2024Moloney Securities Asset Management LLC23,342$136K0.0%-66.7%0.016%
10/29/2024Janney Montgomery Scott LLC131,587$765K0.0%+41.9%0.089%
10/24/2024DekaBank Deutsche Girozentrale5,294$31K0.0%N/A0.004%
10/23/2024Ballentine Partners LLC15,320$89K0.0%N/A0.010%
10/23/2024 Assenagon Asset Management S.A.656,297$3.81M0.0%-41.0%0.446%
10/16/2024nVerses Capital LLC16,200$94K0.0%+458.6%0.011%
10/16/2024ZWJ Investment Counsel Inc.15,127$88K0.0%N/A0.010%
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10/11/2024Creative Planning37,221$216K0.0%+106.4%0.025%
10/3/2024 SG Americas Securities LLC21,020$122K0.0%-56.5%0.014%
8/15/2024Select Equity Group L.P.5,916,709$42.01M0.2%-28.3%4.024%
8/15/2024The Manufacturers Life Insurance Company21,675$154K0.0%+16.9%0.015%
8/15/2024Mcmorgan & Co. LLC250,708$1.78M0.3%+9.3%0.170%
8/15/2024Dark Forest Capital Management LP63,291$449K0.1%-6.8%0.043%
8/14/2024Squarepoint Ops LLC24,598$175K0.0%N/A0.017%
8/14/2024Marshall Wace LLP354,815$2.52M0.0%N/A0.241%
8/13/2024Westwood Holdings Group Inc.3,663,304$26.01M0.1%+4.0%2.491%
8/13/2024Sei Investments Co.54,093$384K0.0%+7.6%0.037%
8/13/2024Canada Pension Plan Investment Board14,200$101K0.0%N/A0.010%
8/12/2024First Eagle Investment Management LLC377,472$2.68M0.0%+5.2%0.257%
8/9/2024Total Clarity Wealth Management Inc.126,584$899K0.3%+57.5%0.086%
8/9/2024Dimensional Fund Advisors LP3,213,596$22.82M0.0%-4.8%2.185%
8/9/2024Massachusetts Financial Services Co. MA3,831,391$27.20M0.0%+2.6%2.605%
8/8/2024BOKF NA18,800$133K0.0%N/A0.013%
8/8/2024American Century Companies Inc.23,064$164K0.0%+56.6%0.016%
8/8/2024AdvisorShares Investments LLC35,792$251K0.0%+85.9%0.024%
8/7/2024Wedbush Securities Inc.48,700$346K0.0%-3.9%0.033%
8/2/2024 Simon Quick Advisors LLC12,009$85K0.0%N/A0.008%
8/1/2024 Rhumbline Advisers79,865$567K0.0%+7.4%0.054%
7/30/2024Moloney Securities Asset Management LLC70,151$498K0.1%+26.9%0.048%
7/26/2024Bank of New York Mellon Corp242,539$1.72M0.0%+15.8%0.165%
7/19/2024Raymond James & Associates206,524$1.47M0.0%N/A0.140%
7/18/2024 Assenagon Asset Management S.A.1,112,947$7.90M0.0%-14.4%0.757%
7/12/2024 SG Americas Securities LLC48,355$343K0.0%N/A0.033%
7/10/2024 Simplicity Wealth LLC32,158$228K0.0%+120.0%0.022%
7/5/2024Stokes Family Office LLC197,250$1.40M0.2%+46.4%0.134%
6/6/2024Westwood Holdings Group Inc.3,523,191$32.80M0.3%+4.6%3.053%
5/16/2024California State Teachers Retirement System52,050$485K0.0%-2.4%0.045%
5/16/2024Janus Henderson Group PLC90,308$841K0.0%+432.1%0.078%
5/16/2024Kennedy Capital Management LLC457,681$4.26M0.1%+41.2%0.397%
5/16/2024Bayesian Capital Management LP14,300$133K0.0%N/A0.012%
5/15/2024Public Employees Retirement System of Ohio199,102$1.85M0.0%-12.1%0.173%
5/15/2024Price T Rowe Associates Inc. MD15,216$142K0.0%+37.8%0.013%
5/15/2024Quadrature Capital Ltd33,883$315K0.0%N/A0.029%
5/15/2024Keeley Teton Advisors LLC34,026$317K0.0%N/A0.029%
5/14/2024Westwood Holdings Group Inc.3,523,191$32.80M0.3%+4.6%3.053%
5/14/2024EntryPoint Capital LLC5,278$49K0.0%-57.6%0.005%
5/14/2024American International Group Inc.26,298$245K0.0%+20.5%0.023%
5/13/2024Bessemer Group Inc.18,750$175K0.0%+8.7%0.016%
5/10/2024Vanguard Group Inc.5,274,221$49.10M0.0%+3.7%4.570%
5/9/2024First Eagle Investment Management LLC358,972$3.34M0.0%+226.3%0.311%
5/8/2024Bleakley Financial Group LLC14,614$136K0.0%N/A0.013%
5/7/2024Sei Investments Co.50,264$468K0.0%N/A0.044%
5/7/2024Stokes Family Office LLC134,750$1.26M0.2%N/A0.117%
5/6/2024Quantbot Technologies LP97,556$908K0.1%+85.9%0.085%
5/3/2024GSA Capital Partners LLP73,922$688K0.1%-67.9%0.064%
5/2/2024Nordea Investment Management AB123,028$1.14M0.0%-1.6%0.107%
5/2/2024Moloney Securities Asset Management LLC55,264$515K0.1%N/A0.048%
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5/1/2024Capstone Investment Advisors LLC148,948$1.39M0.0%N/A0.129%
5/1/2024Janney Montgomery Scott LLC94,332$878K0.0%N/A0.082%
4/30/2024Allspring Global Investments Holdings LLC18,456$172K0.0%+9.2%0.016%
4/26/2024Mesirow Financial Investment Management Inc.17,033$159K0.0%-23.1%0.015%
4/24/2024 Simplicity Wealth LLC14,614$136K0.0%N/A0.013%
4/24/2024 Assenagon Asset Management S.A.1,299,972$12.10M0.0%+41.1%1.126%
4/19/2024Mesirow Financial Investment Management Inc.17,033$159K0.8%-23.1%0.015%
4/18/2024Allspring Global Investments Holdings LLC18,456$172K0.0%+9.2%0.016%
2/15/2024Chilton Investment Co. Inc.412,041$4.06M0.1%+34.7%0.357%
2/14/2024Westwood Holdings Group Inc.3,368,871$33.18M0.3%+32.5%2.920%
(Data available from 1/1/2016 forward)

NAPA Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of NAPA shares?

During the previous two years, 124 institutional investors and hedge funds held shares of Duckhorn Portfolio. The most heavily invested institutionals were Vanguard Group Inc. ($49.10M), Select Equity Group L.P. ($42.01M), Massachusetts Financial Services Co. MA ($27.20M), Westwood Holdings Group Inc. ($26.01M), Dimensional Fund Advisors LP ($22.82M), River Road Asset Management LLC ($19.24M), and Wellington Management Group LLP ($11.09M).Learn more on NAPA's institutional investors.

Which institutional investors have been buying Duckhorn Portfolio stock?

Of the 104 institutional investors that purchased Duckhorn Portfolio stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: FMR LLC ($1.68M), Westwood Holdings Group Inc. ($1.58M), Assenagon Asset Management S.A. ($1.24M), Dimensional Fund Advisors LP ($1.03M), Massachusetts Financial Services Co. MA ($974.64K), Vanguard Group Inc. ($454.34K), and Wellington Management Group LLP ($430.60K).

How much institutional buying is happening at Duckhorn Portfolio?

Institutional investors have bought a total of 14,223,660 shares in the last 24 months. This purchase volume represents approximately $140.20M in transactions.

Which Duckhorn Portfolio major shareholders have been selling company stock?

Of the 41 institutional investors that sold Duckhorn Portfolio stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Select Equity Group L.P. ($2.33M), Allspring Global Investments Holdings LLC ($1.22M), Federated Hermes Inc. ($1.18M), Driehaus Capital Management LLC ($870.83K), Assenagon Asset Management S.A. ($643.68K), Jane Street Group LLC ($227.85K), and 1832 Asset Management L.P. ($164.88K).

How much institutional selling is happening at Duckhorn Portfolio?

Institutional investors have sold a total of 7,817,509 shares in the last 24 months. This volume of shares sold represents approximately $76.69M in transactions.


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This page (NYSE:NAPA) was last updated on 4/18/2025 by MarketBeat.com Staff
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