Winmark Corporation Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| NEUBERGER BERMAN GROUP LLC | 02/13/2026 | 292.84 K | $118.58 M | -5.71% | 8.24% |
| BLACKROCK, INC. | 02/12/2026 | 264.59 K | $107.14 M | 2.29% | 7.45% |
| RENAISSANCE TECHNOLOGIES LLC | 02/12/2026 | 208.16 K | $84.29 M | -3.14% | 5.86% |
| VANGUARD GROUP INC | 01/29/2026 | 186.83 K | $75.66 M | 3.45% | 5.26% |
| ALTRAVUE CAPITAL, LLC | 02/11/2026 | 174.07 K | $70.49 M | -0.14% | 4.90% |
| FIRST TRUST ADVISORS LP | 02/13/2026 | 152.02 K | $61.56 M | 55.99% | 4.28% |
| FISHER ASSET MANAGEMENT, LLC | 02/09/2026 | 104.69 K | $42.39 M | -4.33% | 2.95% |
| PORT CAPITAL LLC | 02/17/2026 | 98.19 K | $39.76 M | 0.07% | 2.76% |
| JACOBS LEVY EQUITY MANAGEMENT, INC | 02/13/2026 | 96.31 K | $39.00 M | 18.27% | 2.71% |
| STATE STREET CORP | 02/13/2026 | 83.82 K | $33.94 M | 11.10% | 2.36% |
| NINE TEN CAPITAL MANAGEMENT LLC | 02/17/2026 | 83.67 K | $33.88 M | -0.27% | 2.35% |
| GOLDMAN SACHS GROUP INC | 03/25/2026 | 82.39 K | $33.36 M | 97.63% | 2.32% |
| GEODE CAPITAL MANAGEMENT, LLC | 02/09/2026 | 78.63 K | $31.84 M | 1.78% | 2.21% |
| ALLIANCEBERNSTEIN L.P. | 02/17/2026 | 78.12 K | $31.64 M | -1.14% | 2.20% |
| DIMENSIONAL FUND ADVISORS LP | 02/12/2026 | 70.61 K | $28.59 M | -7.46% | 1.99% |
| COPELAND CAPITAL MANAGEMENT, LLC | 01/29/2026 | 66.14 K | $26.78 M | -4.98% | 1.86% |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 02/09/2026 | 51.78 K | $20.97 M | -26.69% | 1.46% |
| BESSEMER GROUP INC | 02/05/2026 | 41.30 K | $16.72 M | 21.72% | 1.16% |
| MAN GROUP PLC | 02/17/2026 | 36.70 K | $14.86 M | 24.23% | 1.03% |
| NORTHERN TRUST CORP | 02/17/2026 | 33.81 K | $13.69 M | -5.98% | 0.95% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 03/17/2026 | 33.32 K | $13.49 M | -23.72% | 0.94% |
| SELECT EQUITY GROUP, L.P. | 02/17/2026 | 30.36 K | $12.29 M | -3.40% | 0.85% |
| SCHWARTZ INVESTMENT COUNSEL INC | 02/04/2026 | 26.60 K | $10.77 M | 0.00% | 0.75% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 02/13/2026 | 24.80 K | $10.04 M | 0.00% | 0.70% |
| BANK OF NEW YORK MELLON CORP | 02/10/2026 | 23.39 K | $9.47 M | 15.93% | 0.66% |
| ENVESTNET ASSET MANAGEMENT INC | 02/10/2026 | 21.42 K | $8.67 M | 5.59% | 0.60% |
| MORGAN STANLEY | 02/13/2026 | 20.10 K | $8.14 M | -31.18% | 0.57% |
| ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC | 01/15/2026 | 19.74 K | $7.93 M | 31.56% | 0.56% |
| RAYMOND JAMES FINANCIAL INC | 02/18/2026 | 18.81 K | $7.62 M | -17.71% | 0.53% |
| UBS GROUP AG | 01/29/2026 | 17.23 K | $6.98 M | -50.60% | 0.49% |
| KENNEDY CAPITAL MANAGEMENT LLC | 02/13/2026 | 16.41 K | $6.64 M | -14.95% | 0.46% |
| VICTORY CAPITAL MANAGEMENT INC | 02/13/2026 | 16.30 K | $6.60 M | 0.02% | 0.46% |
| CONGRESS ASSET MANAGEMENT CO /MA | 01/09/2026 | 15.11 K | $6.12 M | 2.21% | 0.43% |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 02/13/2026 | 15.03 K | $6.09 M | -8.14% | 0.42% |
| LEGATO CAPITAL MANAGEMENT LLC | 02/06/2026 | 14.92 K | $6.04 M | 0.00% | 0.42% |
| NEW YORK STATE COMMON RETIREMENT FUND | 02/12/2026 | 14.74 K | $5.97 M | 0.00% | 0.41% |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 02/13/2026 | 14.31 K | $5.80 M | 24.77% | 0.40% |
| BNP PARIBAS ARBITRAGE, SNC | 02/10/2026 | 13.79 K | $5.58 M | 33.91% | 0.39% |
| BANK OF AMERICA CORP /DE/ | 02/17/2026 | 12.83 K | $5.19 M | 117.06% | 0.36% |
| AQR CAPITAL MANAGEMENT LLC | 02/17/2026 | 12.19 K | $4.93 M | 57.43% | 0.34% |
| APTUS CAPITAL ADVISORS, LLC | 02/13/2026 | 11.99 K | $4.85 M | 100.00% | 0.34% |
| AMERIPRISE FINANCIAL INC | 02/17/2026 | 11.43 K | $4.64 M | -0.12% | 0.32% |
| CBOE VEST FINANCIAL, LLC | 01/30/2026 | 10.55 K | $4.27 M | 73.00% | 0.30% |
| LGT FUND MANAGEMENT CO LTD. | 02/05/2026 | 10.29 K | $4.16 M | 8.72% | 0.29% |
| SUSQUEHANNA PORTFOLIO STRATEGIES, LLC | 02/17/2026 | 9.71 K | $3.93 M | 325.37% | 0.27% |
| ROYAL BANK OF CANADA | 02/17/2026 | 8.63 K | $3.49 M | -32.27% | 0.24% |
| NORTHSTAR ASSET MANAGEMENT INC | 02/12/2026 | 8.19 K | $3.31 M | 3.63% | 0.23% |
| BALYASNY ASSET MANAGEMENT L.P. | 02/17/2026 | 7.89 K | $3.20 M | 121.53% | 0.22% |
| RHUMBLINE ADVISERS | 02/13/2026 | 7.59 K | $3.07 M | -10.57% | 0.21% |
| 02/17/2026 | 7.29 K | $7.29 M | 100.00% | 0.21% |
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Winmark Corporation institutional Ownership - FAQ's
During the previous two years, 295 institutional investors and hedge funds held shares of Winmark Corporation. The most heavily invested institutionals were:
Fisher Asset Management, LLC: 95,370
Bank of New York Mellon Corp: 30,770
SCHWARTZ INVESTMENT COUNSEL INC: 26,600
Allspring Global Investments Holdings, LLC: 22,086
ENVESTNET ASSET MANAGEMENT INC: 19,362
CONGRESS ASSET MANAGEMENT CO /MA: 18,847
85.07% of Winmark Corporation stock is owned by institutional investors.
Institutional investors have bought a total of 4.08 M shares in the last 24 months. This purchase volume represents approximately $1.80 B in transactions.