Winmark Corporation Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| NEUBERGER BERMAN GROUP LLC | 11/12/2025 | 310.59 K | $154.60 M | -2.25% | 8.74% |
| BLACKROCK, INC. | 11/12/2025 | 258.66 K | $128.75 M | 1.03% | 7.28% |
| RENAISSANCE TECHNOLOGIES LLC | 11/13/2025 | 214.90 K | $106.97 M | -2.54% | 6.05% |
| VANGUARD GROUP INC | 11/07/2025 | 180.60 K | $89.90 M | -0.42% | 5.08% |
| ALTRAVUE CAPITAL, LLC | 11/12/2025 | 174.32 K | $86.77 M | 0.83% | 4.91% |
| FISHER ASSET MANAGEMENT, LLC | 11/12/2025 | 109.43 K | $54.47 M | 33.20% | 3.08% |
| PORT CAPITAL LLC | 11/14/2025 | 98.12 K | $48.84 M | -9.29% | 2.76% |
| FIRST TRUST ADVISORS LP | 11/12/2025 | 97.45 K | $48.51 M | 121.05% | 2.74% |
| NINE TEN CAPITAL MANAGEMENT LLC | 11/14/2025 | 83.90 K | $41.76 M | 0.00% | 2.36% |
| JACOBS LEVY EQUITY MANAGEMENT, INC | 11/17/2025 | 81.43 K | $40.53 M | 534.71% | 2.29% |
| ALLIANCEBERNSTEIN L.P. | 11/14/2025 | 79.03 K | $39.34 M | 7.17% | 2.22% |
| GEODE CAPITAL MANAGEMENT, LLC | 11/12/2025 | 77.25 K | $38.46 M | 2.10% | 2.17% |
| DIMENSIONAL FUND ADVISORS LP | 11/12/2025 | 76.30 K | $37.98 M | -6.16% | 2.15% |
| STATE STREET CORP | 11/14/2025 | 75.45 K | $37.56 M | 9.44% | 2.12% |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 11/12/2025 | 70.64 K | $35.16 M | 16.11% | 1.99% |
| COPELAND CAPITAL MANAGEMENT, LLC | 10/17/2025 | 69.60 K | $34.65 M | -5.30% | 1.96% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 11/14/2025 | 43.68 K | $21.74 M | -12.59% | 1.23% |
| GOLDMAN SACHS GROUP INC | 11/14/2025 | 41.69 K | $20.75 M | 10.89% | 1.17% |
| NORTHERN TRUST CORP | 11/14/2025 | 35.96 K | $17.90 M | -14.46% | 1.01% |
| UBS GROUP AG | 11/13/2025 | 34.89 K | $17.37 M | 48.42% | 0.98% |
| BESSEMER GROUP INC | 11/05/2025 | 33.93 K | $16.89 M | -41.32% | 0.95% |
| SELECT EQUITY GROUP, L.P. | 11/14/2025 | 31.42 K | $15.64 M | 15.51% | 0.88% |
| MAN GROUP PLC | 11/14/2025 | 29.54 K | $14.71 M | 65.28% | 0.83% |
| MORGAN STANLEY | 11/14/2025 | 29.20 K | $14.54 M | -54.26% | 0.82% |
| SCHWARTZ INVESTMENT COUNSEL INC | 10/29/2025 | 26.60 K | $13.24 M | 0.00% | 0.75% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 11/10/2025 | 24.80 K | $12.35 M | 2.48% | 0.70% |
| RAYMOND JAMES FINANCIAL INC | 11/14/2025 | 22.86 K | $11.38 M | -27.94% | 0.64% |
| CWA ASSET MANAGEMENT GROUP, LLC | 10/22/2025 | 20.85 K | $10.38 M | 3.99% | 0.59% |
| ENVESTNET ASSET MANAGEMENT INC | 11/05/2025 | 20.28 K | $10.10 M | -14.02% | 0.57% |
| BANK OF NEW YORK MELLON CORP | 11/03/2025 | 20.17 K | $10.04 M | 0.11% | 0.57% |
| KENNEDY CAPITAL MANAGEMENT LLC | 11/13/2025 | 19.29 K | $9.60 M | -7.99% | 0.54% |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 11/13/2025 | 16.36 K | $8.14 M | 1,148.93% | 0.46% |
| VICTORY CAPITAL MANAGEMENT INC | 11/12/2025 | 16.30 K | $8.11 M | 3.53% | 0.46% |
| MILLENNIUM MANAGEMENT LLC | 11/14/2025 | 15.55 K | $7.74 M | 158.98% | 0.44% |
| ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC | 10/20/2025 | 15.00 K | $7.47 M | -23.21% | 0.42% |
| LEGATO CAPITAL MANAGEMENT LLC | 11/12/2025 | 14.92 K | $7.42 M | 0.00% | 0.42% |
| CONGRESS ASSET MANAGEMENT CO /MA | 10/10/2025 | 14.78 K | $7.36 M | -6.04% | 0.42% |
| NEW YORK STATE COMMON RETIREMENT FUND | 11/03/2025 | 14.74 K | $7.33 M | 0.00% | 0.41% |
| BRIDGEWATER ASSOCIATES, LP | 11/13/2025 | 14.73 K | $7.33 M | 100.00% | 0.41% |
| ROYAL BANK OF CANADA | 11/14/2025 | 12.74 K | $6.34 M | 7.58% | 0.36% |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 11/13/2025 | 11.47 K | $5.71 M | 0.00% | 0.32% |
| AMERIPRISE FINANCIAL INC | 11/14/2025 | 11.45 K | $5.70 M | 431.43% | 0.32% |
| MAVERICK CAPITAL LTD | 11/14/2025 | 10.76 K | $5.36 M | 207.69% | 0.30% |
| BNP PARIBAS ARBITRAGE, SNC | 11/13/2025 | 10.30 K | $5.13 M | 29.79% | 0.29% |
| KINGSVIEW WEALTH MANAGEMENT, LLC | 11/12/2025 | 9.55 K | $4.75 M | 100.00% | 0.27% |
| LGT FUND MANAGEMENT CO LTD. | 11/13/2025 | 9.46 K | $4.86 M | 0.00% | 0.27% |
| RHUMBLINE ADVISERS | 11/06/2025 | 8.49 K | $4.23 M | -35.55% | 0.24% |
| INVESCO LTD. | 11/13/2025 | 8.45 K | $4.21 M | -1.34% | 0.24% |
| NORTHSTAR ASSET MANAGEMENT INC | 10/30/2025 | 7.90 K | $3.93 M | 7.63% | 0.22% |
| AQR CAPITAL MANAGEMENT LLC | 11/14/2025 | 7.74 K | $3.85 M | 61.32% | 0.22% |
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Winmark Corporation institutional Ownership - FAQ's
During the previous two years, 272 institutional investors and hedge funds held shares of Winmark Corporation. The most heavily invested institutionals were:
Neuberger Berman Group LLC: 310,585
BlackRock, Inc.: 258,656
RENAISSANCE TECHNOLOGIES LLC: 214,895
VANGUARD GROUP INC: 180,597
AltraVue Capital, LLC: 174,323
Fisher Asset Management, LLC: 109,427
84.08% of Winmark Corporation stock is owned by institutional investors.
Institutional investors have bought a total of 3.90 M shares in the last 24 months. This purchase volume represents approximately $2.00 B in transactions.