Willamette Valley Vineyard Inc. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| VANGUARD CAPITAL MANAGEMENT LLC | 08/13/2026 | 198.90 K | $499.23 K | 0.00% | 3.99% |
| RENAISSANCE TECHNOLOGIES LLC | 08/13/2026 | 63.35 K | $159.01 K | -4.09% | 1.27% |
| NEXT CAPITAL MANAGEMENT LLC | 08/03/2026 | 54.80 K | $137.55 K | 0.00% | 1.10% |
| GEODE CAPITAL MANAGEMENT, LLC | 08/12/2026 | 35.80 K | $89.89 K | -2.48% | 0.72% |
| DIMENSIONAL FUND ADVISORS LP | 08/11/2026 | 27.91 K | $70.04 K | -1.75% | 0.56% |
| VANGUARD FIDUCIARY TRUST CO | 08/13/2026 | 25.87 K | $64.92 K | -0.19% | 0.52% |
| TETON ADVISORS, LLC | 08/12/2026 | 20.50 K | $51.46 K | 0.00% | 0.41% |
| GABELLI FUNDS LLC | 08/12/2026 | 20.00 K | $50.20 K | 0.00% | 0.40% |
| EP WEALTH ADVISORS, LLC | 08/12/2026 | 16.17 K | $40.58 K | 2.38% | 0.32% |
| CITADEL ADVISORS LLC | 09/02/2026 | 14.42 K | $36.19 K | 100.00% | 0.29% |
| JAMES INVESTMENT RESEARCH, INC. | 07/24/2026 | 12.92 K | $32.43 K | 0.00% | 0.26% |
| NEWEDGE ADVISORS, LLC | 08/12/2026 | 12.92 K | $32.43 K | 0.00% | 0.26% |
| PRICE T ROWE ASSOCIATES INC /MD/ | 08/14/2026 | 10.85 K | $28.00 K | 0.00% | 0.22% |
| STATE STREET CORP | 09/22/2026 | 10.70 K | $26.86 K | 0.00% | 0.21% |
| STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 08/13/2026 | 5.05 K | $12.67 K | 6.32% | 0.10% |
| FARTHER FINANCE ADVISORS, LLC | 07/17/2026 | 3.76 K | $9.44 K | 762.39% | 0.08% |
| MERCER GLOBAL ADVISORS INC /ADV | 08/11/2026 | 2.65 K | $6.65 K | 100.00% | 0.05% |
| TOWER RESEARCH CAPITAL LLC (TRC) | 08/11/2026 | 2.34 K | $5.87 K | 32.13% | 0.05% |
| WELLS FARGO & COMPANY/MN | 08/14/2026 | 2.20 K | $5.52 K | -69.44% | 0.04% |
| NATIONAL BANK OF CANADA /FI/ | 08/10/2026 | 2.10 K | $5.04 K | 0.00% | 0.04% |
| MORGAN STANLEY | 08/13/2026 | 1.93 K | $4.85 K | 0.26% | 0.04% |
| UBS GROUP AG | 08/13/2026 | 1.87 K | $4.69 K | 22.96% | 0.04% |
| JONES FINANCIAL COMPANIES LLLP | 08/14/2026 | 1.19 K | $2.61 K | -7.75% | 0.02% |
| ALLWORTH FINANCIAL LP | 08/11/2026 | 877 | $2.20 K | 0.00% | 0.02% |
| US BANCORP \DE\ | 08/12/2026 | 400 | $1.00 K | 0.00% | 0.01% |
| FMR LLC | 08/13/2026 | 400 | $1.00 K | 100.00% | 0.01% |
| ROYAL BANK OF CANADA | 08/14/2026 | 301 | $1.00 K | 0.00% | 0.01% |
| PARALLEL ADVISORS, LLC | 08/05/2026 | 300 | $753 | 0.00% | 0.01% |
| SBI SECURITIES CO., LTD. | 07/23/2026 | 214 | $537 | 32.10% | 0.00% |
| WOLFF WIESE MAGANA LLC | 07/13/2026 | 144 | $362 | 0.00% | 0.00% |
| FINANCIALLY SPEAKING INC | 07/27/2026 | 100 | $257 | 0.00% | 0.00% |
| ARAX ADVISORY PARTNERS | 08/10/2026 | 100 | $251 | 0.00% | 0.00% |
| OSAIC HOLDINGS, INC. | 08/14/2026 | 100 | $251 | 0.00% | 0.00% |
| ATLANTIC EDGE PRIVATE WEALTH MANAGEMENT, LLC | 07/23/2026 | 100 | $251 | 0.00% | 0.00% |
| STRIVE FINANCIAL GROUP ,LLC | 08/17/2026 | 44 | $110 | 100.00% | 0.00% |
| BARCLAYS PLC | 08/14/2026 | 10 | $25 | 100.00% | 0.00% |
| CREATIVE PLANNING | 08/13/2026 | 0 | $0 | -100.00% | 0.00% |
| CLARITY ASSET MANAGEMENT, INC. | 07/16/2026 | 0 | $0 | -100.00% | 0.00% |
| BLACKROCK, INC. | 08/07/2026 | 0 | $0 | -100.00% | 0.00% |
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Willamette Valley Vineyard Inc. institutional Ownership - FAQ's
During the previous two years, 48 institutional investors and hedge funds held shares of Willamette Valley Vineyard Inc.. The most heavily invested institutionals were:
DIMENSIONAL FUND ADVISORS LP: 26,328
Next Level Wealth Planning, LLC: 1,300
Parallel Advisors, LLC: 300
Financially Speaking Inc: 100
VANGUARD CAPITAL MANAGEMENT LLC: 198,896
RENAISSANCE TECHNOLOGIES LLC: 63,352
11.07% of Willamette Valley Vineyard Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 858.70 K shares in the last 24 months. This purchase volume represents approximately $2.27 M in transactions.