Winmark Corporation Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| BLACKROCK, INC. | 05/13/2026 | 466.38 K | $199.40 M | 76.27% | 13.14% |
| NEUBERGER BERMAN GROUP LLC | 05/14/2026 | 284.68 K | $121.71 M | -2.79% | 8.02% |
| RENAISSANCE TECHNOLOGIES LLC | 05/14/2026 | 205.88 K | $88.02 M | -1.10% | 5.80% |
| ALTRAVUE CAPITAL, LLC | 05/13/2026 | 161.86 K | $69.20 M | -7.01% | 4.56% |
| FIRST TRUST ADVISORS LP | 05/13/2026 | 150.37 K | $64.29 M | -1.08% | 4.24% |
| 05/15/2026 | 137.82 K | $58.93 M | 100.00% | 3.88% | |
| STATE STREET CORP | 05/15/2026 | 123.65 K | $52.86 M | 47.51% | 3.48% |
| PORT CAPITAL LLC | 05/15/2026 | 98.19 K | $41.98 M | 0.00% | 2.77% |
| JACOBS LEVY EQUITY MANAGEMENT, INC | 05/15/2026 | 96.42 K | $41.22 M | 0.11% | 2.72% |
| FISHER ASSET MANAGEMENT, LLC | 05/05/2026 | 95.37 K | $40.78 M | -8.90% | 2.69% |
| NINE TEN CAPITAL MANAGEMENT LLC | 05/15/2026 | 83.67 K | $35.77 M | 0.00% | 2.36% |
| GEODE CAPITAL MANAGEMENT, LLC | 05/15/2026 | 81.32 K | $34.77 M | 3.42% | 2.29% |
| ALLIANCEBERNSTEIN L.P. | 05/15/2026 | 75.42 K | $30.54 M | -3.46% | 2.12% |
| DIMENSIONAL FUND ADVISORS LP | 05/07/2026 | 74.38 K | $31.80 M | 5.34% | 2.10% |
| GOLDMAN SACHS GROUP INC | 05/15/2026 | 70.02 K | $29.94 M | -15.01% | 1.97% |
| COPELAND CAPITAL MANAGEMENT, LLC | 05/06/2026 | 64.95 K | $27.77 M | -1.80% | 1.83% |
| 05/08/2026 | 50.77 K | $21.71 M | 100.00% | 1.43% | |
| BESSEMER GROUP INC | 05/06/2026 | 42.74 K | $18.27 M | 3.49% | 1.20% |
| MAN GROUP PLC | 05/15/2026 | 37.36 K | $15.97 M | 1.81% | 1.05% |
| NORTHERN TRUST CORP | 05/14/2026 | 35.41 K | $15.14 M | 4.74% | 1.00% |
| MORGAN STANLEY | 05/15/2026 | 33.51 K | $14.33 M | 66.75% | 0.94% |
| BANK OF NEW YORK MELLON CORP | 05/05/2026 | 30.77 K | $13.16 M | 31.57% | 0.87% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 05/14/2026 | 30.53 K | $13.05 M | -8.36% | 0.86% |
| SELECT EQUITY GROUP, L.P. | 05/15/2026 | 30.41 K | $13.00 M | 0.18% | 0.86% |
| RAYMOND JAMES FINANCIAL INC | 05/14/2026 | 27.36 K | $11.59 M | 45.44% | 0.77% |
| SCHWARTZ INVESTMENT COUNSEL INC | 05/04/2026 | 26.60 K | $11.37 M | 0.00% | 0.75% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 05/15/2026 | 25.79 K | $11.03 M | 4.00% | 0.73% |
| CITADEL ADVISORS LLC | 05/15/2026 | 22.40 K | $9.58 M | 225.57% | 0.63% |
| ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC | 05/05/2026 | 22.09 K | $9.57 M | 11.91% | 0.62% |
| VANGUARD FIDUCIARY TRUST CO | 05/08/2026 | 19.43 K | $8.31 M | 100.00% | 0.55% |
| ENVESTNET ASSET MANAGEMENT INC | 05/04/2026 | 19.36 K | $8.28 M | -9.60% | 0.55% |
| CONGRESS ASSET MANAGEMENT CO /MA | 04/14/2026 | 18.85 K | $8.06 M | 24.74% | 0.53% |
| VICTORY CAPITAL MANAGEMENT INC | 05/15/2026 | 17.93 K | $7.67 M | 9.99% | 0.51% |
| KENNEDY CAPITAL MANAGEMENT LLC | 05/13/2026 | 16.62 K | $7.11 M | 1.31% | 0.47% |
| LEGATO CAPITAL MANAGEMENT LLC | 05/14/2026 | 14.92 K | $6.38 M | 0.00% | 0.42% |
| AMERIPRISE FINANCIAL INC | 05/15/2026 | 14.83 K | $6.34 M | 29.69% | 0.42% |
| NEW YORK STATE COMMON RETIREMENT FUND | 05/06/2026 | 14.74 K | $6.30 M | 0.00% | 0.42% |
| BANK OF AMERICA CORP /DE/ | 05/18/2026 | 14.71 K | $6.29 M | 14.70% | 0.41% |
| UBS GROUP AG | 05/05/2026 | 14.51 K | $6.20 M | -15.79% | 0.41% |
| PRINCIPAL FINANCIAL GROUP INC | 05/04/2026 | 14.37 K | $6.14 M | 100.00% | 0.40% |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 05/12/2026 | 14.36 K | $6.14 M | 0.32% | 0.40% |
| APTUS CAPITAL ADVISORS, LLC | 05/11/2026 | 12.10 K | $5.17 M | 0.95% | 0.34% |
| CBOE VEST FINANCIAL, LLC | 04/24/2026 | 11.61 K | $4.96 M | 10.07% | 0.33% |
| RHUMBLINE ADVISERS | 05/12/2026 | 10.77 K | $4.60 M | 41.83% | 0.30% |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | 05/13/2026 | 10.56 K | $4.52 M | 100.00% | 0.30% |
| AQR CAPITAL MANAGEMENT LLC | 05/15/2026 | 10.28 K | $4.40 M | -15.60% | 0.29% |
| SUSQUEHANNA PORTFOLIO STRATEGIES, LLC | 05/15/2026 | 9.99 K | $4.27 M | 2.88% | 0.28% |
| BRIDGEWATER ASSOCIATES, LP | 05/15/2026 | 9.48 K | $4.05 M | 100.00% | 0.27% |
| LGT FUND MANAGEMENT CO LTD. | 04/28/2026 | 9.26 K | $3.96 M | -9.97% | 0.26% |
| SQUAREPOINT OPS LLC | 05/15/2026 | 8.70 K | $3.72 M | 144.85% | 0.25% |
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Winmark Corporation institutional Ownership - FAQ's
During the previous two years, 297 institutional investors and hedge funds held shares of Winmark Corporation. The most heavily invested institutionals were:
BlackRock, Inc.: 466,377
Neuberger Berman Group LLC: 284,676
RENAISSANCE TECHNOLOGIES LLC: 205,875
AltraVue Capital, LLC: 161,863
FIRST TRUST ADVISORS LP: 150,369
STATE STREET CORP: 123,645
91.56% of Winmark Corporation stock is owned by institutional investors.
Institutional investors have bought a total of 4.16 M shares in the last 24 months. This purchase volume represents approximately $1.83 B in transactions.