Winmark Corporation Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| BLACKROCK, INC. | 08/07/2026 | 489.77 K | $207.21 M | 5.02% | 13.69% |
| NEUBERGER BERMAN GROUP LLC | 08/13/2026 | 286.59 K | $121.25 M | 0.67% | 8.01% |
| RENAISSANCE TECHNOLOGIES LLC | 08/13/2026 | 204.41 K | $86.48 M | -0.71% | 5.71% |
| FIRST TRUST ADVISORS LP | 08/11/2026 | 175.48 K | $74.24 M | 16.70% | 4.91% |
| ALTRAVUE CAPITAL, LLC | 08/13/2026 | 172.36 K | $72.92 M | 6.49% | 4.82% |
| VANGUARD CAPITAL MANAGEMENT LLC | 08/13/2026 | 139.93 K | $59.20 M | 1.53% | 3.91% |
| STATE STREET CORP | 08/07/2026 | 130.36 K | $55.15 M | 5.43% | 3.64% |
| JACOBS LEVY EQUITY MANAGEMENT, INC | 08/14/2026 | 92.30 K | $39.05 M | -4.27% | 2.58% |
| FISHER ASSET MANAGEMENT, LLC | 08/04/2026 | 92.21 K | $39.01 M | -3.32% | 2.58% |
| PORT CAPITAL LLC | 08/14/2026 | 86.77 K | $36.71 M | -11.63% | 2.43% |
| GEODE CAPITAL MANAGEMENT, LLC | 08/12/2026 | 86.02 K | $36.40 M | 5.79% | 2.40% |
| NINE TEN CAPITAL MANAGEMENT LLC | 08/14/2026 | 83.67 K | $35.40 M | 0.00% | 2.34% |
| DIMENSIONAL FUND ADVISORS LP | 08/11/2026 | 73.50 K | $31.10 M | -1.18% | 2.05% |
| COPELAND CAPITAL MANAGEMENT, LLC | 08/04/2026 | 63.06 K | $26.68 M | -2.91% | 1.76% |
| ALLIANCEBERNSTEIN L.P. | 08/14/2026 | 62.88 K | $26.88 M | -16.63% | 1.76% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 08/13/2026 | 59.52 K | $25.18 M | 17.24% | 1.66% |
| SELECT EQUITY GROUP, L.P. | 08/14/2026 | 50.93 K | $21.55 M | 67.48% | 1.42% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 08/13/2026 | 42.15 K | $17.83 M | 38.04% | 1.18% |
| NORTHERN TRUST CORP | 08/13/2026 | 38.05 K | $16.10 M | 7.46% | 1.06% |
| GOLDMAN SACHS GROUP INC | 08/14/2026 | 36.72 K | $15.53 M | -47.56% | 1.03% |
| MORGAN STANLEY | 08/13/2026 | 35.99 K | $15.23 M | 7.41% | 1.01% |
| CONGRESS ASSET MANAGEMENT CO /MA | 07/07/2026 | 34.58 K | $14.63 M | 83.48% | 0.97% |
| BANK OF NEW YORK MELLON CORP | 08/06/2026 | 31.48 K | $13.32 M | 2.31% | 0.88% |
| ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC | 08/13/2026 | 29.04 K | $12.29 M | 31.50% | 0.81% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 08/14/2026 | 26.91 K | $11.38 M | 4.31% | 0.75% |
| SIXTH STREET PARTNERS MANAGEMENT COMPANY, L.P. | 08/14/2026 | 26.91 K | $11.38 M | 100.00% | 0.75% |
| SCHWARTZ INVESTMENT COUNSEL INC | 07/27/2026 | 26.88 K | $11.37 M | 1.05% | 0.75% |
| VICTORY CAPITAL MANAGEMENT INC | 08/07/2026 | 21.47 K | $9.08 M | 19.73% | 0.60% |
| ENVESTNET ASSET MANAGEMENT INC | 08/03/2026 | 21.00 K | $8.89 M | 8.48% | 0.59% |
| KENNEDY CAPITAL MANAGEMENT LLC | 08/14/2026 | 20.04 K | $8.48 M | 20.60% | 0.56% |
| VANGUARD FIDUCIARY TRUST CO | 08/13/2026 | 19.92 K | $8.43 M | 2.49% | 0.56% |
| RAYMOND JAMES FINANCIAL INC | 08/14/2026 | 19.72 K | $8.34 M | -27.92% | 0.55% |
| LEGATO CAPITAL MANAGEMENT LLC | 08/06/2026 | 17.93 K | $7.58 M | 20.18% | 0.50% |
| BESSEMER GROUP INC | 08/12/2026 | 17.50 K | $7.40 M | -59.05% | 0.49% |
| NEW YORK STATE COMMON RETIREMENT FUND | 07/29/2026 | 17.40 K | $7.36 M | 18.05% | 0.49% |
| BALYASNY ASSET MANAGEMENT L.P. | 08/14/2026 | 15.60 K | $6.60 M | 2,263.33% | 0.44% |
| BANK OF AMERICA CORP /DE/ | 08/14/2026 | 15.42 K | $6.52 M | 4.82% | 0.43% |
| AMERIPRISE FINANCIAL INC | 08/14/2026 | 14.50 K | $6.14 M | -2.19% | 0.41% |
| PRINCIPAL FINANCIAL GROUP INC | 08/04/2026 | 14.35 K | $6.07 M | -0.13% | 0.40% |
| CBOE VEST FINANCIAL, LLC | 07/24/2026 | 12.96 K | $5.48 M | 11.60% | 0.36% |
| APTUS CAPITAL ADVISORS, LLC | 08/12/2026 | 12.18 K | $5.15 M | 0.64% | 0.34% |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | 08/13/2026 | 10.21 K | $4.32 M | -3.33% | 0.29% |
| RHUMBLINE ADVISERS | 08/12/2026 | 10.01 K | $4.24 M | -6.99% | 0.28% |
| CREATIVE PLANNING | 08/13/2026 | 9.32 K | $3.94 M | 17.11% | 0.26% |
| WELLS FARGO & COMPANY/MN | 08/14/2026 | 9.21 K | $3.90 M | 47.44% | 0.26% |
| RUSSELL INVESTMENTS GROUP, LTD. | 08/06/2026 | 8.55 K | $3.62 M | 33.56% | 0.24% |
| UBS GROUP AG | 08/13/2026 | 8.40 K | $3.56 M | -42.10% | 0.23% |
| VIDENT ADVISORY, LLC | 08/12/2026 | 8.35 K | $3.53 M | 10.77% | 0.23% |
| AQR CAPITAL MANAGEMENT LLC | 08/14/2026 | 7.95 K | $3.36 M | -22.71% | 0.22% |
| NUVEEN, LLC | 08/11/2026 | 7.73 K | $3.27 M | 5.10% | 0.22% |
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Winmark Corporation institutional Ownership - FAQ's
During the previous two years, 298 institutional investors and hedge funds held shares of Winmark Corporation. The most heavily invested institutionals were:
BlackRock, Inc.: 489,771
Neuberger Berman Group LLC: 286,587
RENAISSANCE TECHNOLOGIES LLC: 204,412
FIRST TRUST ADVISORS LP: 175,481
AltraVue Capital, LLC: 172,363
VANGUARD CAPITAL MANAGEMENT LLC: 139,932
90.58% of Winmark Corporation stock is owned by institutional investors.
Institutional investors have bought a total of 4.35 M shares in the last 24 months. This purchase volume represents approximately $1.91 B in transactions.