Willamette Valley Vineyards, Inc. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| VANGUARD GROUP INC | 11/07/2025 | 224.81 K | $818.32 K | 0.00% | 4.53% |
| FREEGULLIVER LLC | 11/13/2025 | 102.57 K | $373.37 K | 0.59% | 2.07% |
| RENAISSANCE TECHNOLOGIES LLC | 11/13/2025 | 72.15 K | $257.58 K | -0.41% | 1.45% |
| NEXT CAPITAL MANAGEMENT LLC | 11/05/2025 | 54.80 K | $199.47 K | 0.00% | 1.10% |
| GEODE CAPITAL MANAGEMENT, LLC | 11/12/2025 | 37.18 K | $135.38 K | 0.40% | 0.75% |
| DIMENSIONAL FUND ADVISORS LP | 11/12/2025 | 32.44 K | $118.09 K | 0.00% | 0.65% |
| 11/12/2025 | 23.00 K | $82.11 K | 100.00% | 0.46% | |
| GABELLI FUNDS LLC | 11/12/2025 | 20.00 K | $71.40 K | 0.00% | 0.40% |
| CREATIVE PLANNING | 11/14/2025 | 15.60 K | $56.78 K | 0.00% | 0.31% |
| CLEARVIEW WEALTH ADVISORS LLC | 10/24/2025 | 15.52 K | $56.51 K | -0.32% | 0.31% |
| JAMES INVESTMENT RESEARCH INC | 10/31/2025 | 12.92 K | $46.13 K | 0.00% | 0.26% |
| NEWEDGE ADVISORS, LLC | 11/17/2025 | 12.92 K | $46.13 K | 0.00% | 0.26% |
| PRICE T ROWE ASSOCIATES INC /MD/ | 11/14/2025 | 10.85 K | $40.00 K | 0.00% | 0.22% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 11/14/2025 | 10.74 K | $39.11 K | 100.00% | 0.22% |
| STATE STREET CORP | 11/14/2025 | 10.70 K | $38.95 K | 0.00% | 0.22% |
| BLACKROCK, INC. | 11/12/2025 | 10.46 K | $37.35 K | 2.95% | 0.21% |
| WELLS FARGO & COMPANY/MN | 11/13/2025 | 7.50 K | $26.78 K | 11.94% | 0.15% |
| MORGAN STANLEY | 11/14/2025 | 5.88 K | $20.97 K | -20.34% | 0.12% |
| STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 11/12/2025 | 5.05 K | $18.03 K | 0.00% | 0.10% |
| BANK OF AMERICA CORP /DE/ | 11/14/2025 | 1.60 K | $5.73 K | -2.20% | 0.03% |
| TOWER RESEARCH CAPITAL LLC (TRC) | 11/14/2025 | 1.19 K | $4.25 K | 109.31% | 0.02% |
| JONES FINANCIAL COMPANIES LLLP | 11/04/2025 | 1.19 K | $4.12 K | 0.00% | 0.02% |
| NATIONAL BANK OF CANADA /FI/ | 11/14/2025 | 1.10 K | $3.80 K | 0.00% | 0.02% |
| UBS GROUP AG | 11/13/2025 | 1.07 K | $3.81 K | -40.71% | 0.02% |
| ALLWORTH FINANCIAL LP | 12/02/2025 | 877 | $3.19 K | 0.00% | 0.02% |
| CLARITY ASSET MANAGEMENT, INC. | 10/27/2025 | 700 | $2.50 K | 0.00% | 0.01% |
| FARTHER FINANCE ADVISORS, LLC | 10/14/2025 | 436 | $1.56 K | 0.00% | 0.01% |
| CWM, LLC | 10/15/2025 | 406 | $1.00 K | 0.00% | 0.01% |
| US BANCORP \DE\ | 11/12/2025 | 400 | $1.43 K | 0.00% | 0.01% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 11/14/2025 | 315 | $1.13 K | 0.00% | 0.01% |
| ADVISOR GROUP HOLDINGS, INC. | 11/14/2025 | 300 | $1.39 K | 0.00% | 0.01% |
| PARALLEL ADVISORS, LLC | 11/13/2025 | 300 | $1.08 K | 0.00% | 0.01% |
| WOLFF WIESE MAGANA LLC | 10/28/2025 | 144 | $525 | 0.00% | 0.00% |
| SBI SECURITIES CO., LTD. | 11/05/2025 | 113 | $403 | 13.00% | 0.00% |
| SRS CAPITAL ADVISORS, INC. | 11/14/2025 | 100 | $364 | 0.00% | 0.00% |
| ATLANTIC EDGE PRIVATE WEALTH MANAGEMENT, LLC | 10/24/2025 | 100 | $364 | 0.00% | 0.00% |
| FINANCIALLY SPEAKING INC | 11/06/2025 | 100 | $364 | 0.00% | 0.00% |
| ADVISORY SERVICES NETWORK, LLC | 11/18/2025 | 49 | $175 | 100.00% | 0.00% |
| RAYMOND JAMES FINANCIAL INC | 11/14/2025 | 0 | $0 | -100.00% | 0.00% |
| ROYAL BANK OF CANADA | 11/14/2025 | 0 | $0 | -100.00% | 0.00% |
| AMERITAS ADVISORY SERVICES, LLC | 11/06/2025 | 0 | $0 | -100.00% | 0.00% |
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Willamette Valley Vineyards, Inc. institutional Ownership - FAQ's
During the previous two years, 50 institutional investors and hedge funds held shares of Willamette Valley Vineyards, Inc.. The most heavily invested institutionals were:
VANGUARD GROUP INC: 224,812
FreeGulliver LLC: 102,573
RENAISSANCE TECHNOLOGIES LLC: 72,152
Next Capital Management LLC: 54,800
GEODE CAPITAL MANAGEMENT, LLC: 37,178
DIMENSIONAL FUND ADVISORS LP: 32,441
14.01% of Willamette Valley Vineyards, Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 728.59 K shares in the last 24 months. This purchase volume represents approximately $2.59 M in transactions.