Institutional Ownership Winmark Corp (WINA)
This table provides information about the institutional ownership of Winmark Corp (WINA). We have compiled data on the 224 institutions that hold shares in the stock, with a total of 2.99 Million shares, which have been reported (via 13F filing form) to have a value of $1.26 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
Nov 10, 2025 Q3 2025 |
24,802
shares
|
$10.5 Million
0.0% of portfolio
|
Q3 2025
Added 2.48%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
22,861
shares
|
$9.65 Million
0.0% of portfolio
|
Q3 2025
Reduced 27.94%
|
|
|
Eagle Asset Management Inc
St Petersburg, FL |
Nov 12, 2024 Q3 2024 |
21,372
shares
|
$9.02 Million
0.05% of portfolio
|
Q3 2024
Added 14.18%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
20,283
shares
|
$8.56 Million
0.0% of portfolio
|
Q3 2025
Reduced 14.02%
|
|
|
Allspring Global Investments Holdings, LLC
|
Jan 15, 2026 Q4 2025 |
19,736
shares
|
$8.33 Million
0.02% of portfolio
|
Q4 2025
Added 31.56%
|
|
|
Kennedy Capital Management, Inc.
St Louis, MO |
Nov 13, 2025 Q3 2025 |
19,289
shares
|
$8.14 Million
0.23% of portfolio
|
Q3 2025
Reduced 7.99%
|
|
|
Arrowstreet Capital, Limited Partnership
Boston, MA |
Nov 13, 2025 Q3 2025 |
16,361
shares
|
$6.91 Million
0.01% of portfolio
|
Q3 2025
Added 1148.93%
|
|
|
Victory Capital Management Inc
|
Nov 12, 2025 Q3 2025 |
16,296
shares
|
$6.88 Million
0.01% of portfolio
|
Q3 2025
Added 3.53%
|
|
|
Israel Englander
Millennium Management LLC | New York, Ny
|
Nov 14, 2025 Q3 2025 |
15,549
shares
|
$6.56 Million
0.0% of portfolio
|
Q3 2025
Added 158.98%
|
|
|
Congress Asset Management CO
|
Jan 09, 2026 Q4 2025 |
15,109
shares
|
$6.38 Million
0.05% of portfolio
|
Q4 2025
Added 2.21%
|
|
|
Legato Capital Management LLC
|
Nov 12, 2025 Q3 2025 |
14,915
shares
|
$6.3 Million
0.86% of portfolio
|
Q2 2025
Added 0.54%
|
|
|
New York State Common Retirement Fund
|
Nov 03, 2025 Q3 2025 |
14,735
shares
|
$6.22 Million
0.01% of portfolio
|
Q2 2025
Added 2.22%
|
|
|
Ray Dalio
Bridgewater Associates, LP | Westport, Ct
|
Nov 13, 2025 Q3 2025 |
14,731
shares
|
$6.22 Million
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
12,735
shares
|
$5.38 Million
0.0% of portfolio
|
Q2 2025
Added 19.76%
|
|
|
Landscape Capital Management, L.L.C.
|
Nov 13, 2025 Q3 2025 |
11,471
shares
|
$4.84 Million
0.4% of portfolio
|
Q2 2025
New holding
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2025 Q3 2025 |
11,447
shares
|
$4.83 Million
0.0% of portfolio
|
Q3 2025
Added 431.43%
|
|
|
Lee Ainslie
Maverick Capital LTD | Dallas, Tx
|
Nov 14, 2025 Q3 2025 |
10,763
shares
|
$4.54 Million
0.08% of portfolio
|
Q3 2025
Added 207.69%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Nov 12, 2025 Q3 2025 |
9,550
shares
|
$4.03 Million
0.08% of portfolio
|
Q3 2025
New holding
|
|
|
Lgt Fund Management CO Ltd.
|
Nov 13, 2025 Q3 2025 |
9,460
shares
|
$3.99 Million
0.4% of portfolio
|
Q2 2025
New holding
|
|
|
Nuveen Asset Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
9,201
shares
|
$3.88 Million
0.0% of portfolio
|
Q4 2024
Reduced 1.35%
|
|
|
Rhumbline Advisers
Boston, MA |
Nov 06, 2025 Q3 2025 |
8,488
shares
|
$3.58 Million
0.0% of portfolio
|
Q3 2025
Reduced 35.55%
|
|
|
Invesco Ltd.
Atlanta, GA |
Nov 13, 2025 Q3 2025 |
8,452
shares
|
$3.57 Million
0.0% of portfolio
|
Q3 2025
Reduced 1.34%
|
|
|
Credit Suisse Ag
Zurich, V8 |
May 10, 2024 Q1 2024 |
7,947
shares
|
$3.35 Million
0.0% of portfolio
|
Q1 2024
Added 1.0%
|
|
|
Northstar Asset Management Inc
Boston, MA |
Oct 30, 2025 Q3 2025 |
7,899
shares
|
$3.33 Million
1.1% of portfolio
|
Q3 2025
Added 7.63%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Nov 14, 2025 Q3 2025 |
7,740
shares
|
$3.27 Million
0.0% of portfolio
|
Q3 2025
Added 61.32%
|
|