Willamette Valley Vineyard Inc. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 02/05/2026 | 342.36 K | $3.63 M | 108,584.76% | 6.90% |
| VANGUARD GROUP INC | 01/29/2026 | 224.81 K | $685.68 K | 0.00% | 4.53% |
| RENAISSANCE TECHNOLOGIES LLC | 02/12/2026 | 68.65 K | $209.39 K | -4.85% | 1.38% |
| NEXT CAPITAL MANAGEMENT LLC | 02/11/2026 | 54.80 K | $167.14 K | 0.00% | 1.10% |
| GEODE CAPITAL MANAGEMENT, LLC | 02/09/2026 | 38.00 K | $115.94 K | 2.21% | 0.77% |
| DIMENSIONAL FUND ADVISORS LP | 02/12/2026 | 31.31 K | $95.48 K | -3.50% | 0.63% |
| CITADEL ADVISORS LLC | 02/17/2026 | 20.69 K | $63.12 K | 100.00% | 0.42% |
| 02/05/2026 | 20.50 K | $62.53 K | -10.87% | 0.41% | |
| GABELLI FUNDS LLC | 02/05/2026 | 20.00 K | $61.00 K | 0.00% | 0.40% |
| EP WEALTH ADVISORS, LLC | 02/18/2026 | 15.79 K | $48.17 K | 100.00% | 0.32% |
| CLEARVIEW WEALTH ADVISORS LLC | 02/17/2026 | 15.62 K | $47.65 K | 0.63% | 0.31% |
| CREATIVE PLANNING | 02/17/2026 | 15.60 K | $47.58 K | 0.00% | 0.31% |
| JAMES INVESTMENT RESEARCH INC | 01/29/2026 | 12.92 K | $39.41 K | 0.00% | 0.26% |
| NEWEDGE ADVISORS, LLC | 02/18/2026 | 12.92 K | $39.41 K | 0.00% | 0.26% |
| BLACKROCK, INC. | 02/12/2026 | 10.91 K | $33.28 K | 4.30% | 0.22% |
| PRICE T ROWE ASSOCIATES INC /MD/ | 02/17/2026 | 10.85 K | $34.00 K | 0.00% | 0.22% |
| STATE STREET CORP | 02/13/2026 | 10.70 K | $32.64 K | 0.00% | 0.22% |
| WELLS FARGO & COMPANY/MN | 02/13/2026 | 9.70 K | $29.59 K | 29.33% | 0.20% |
| STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 02/12/2026 | 4.77 K | $14.56 K | -5.45% | 0.10% |
| NATIONAL BANK OF CANADA /FI/ | 02/17/2026 | 2.10 K | $6.30 K | 90.91% | 0.04% |
| MORGAN STANLEY | 02/13/2026 | 1.93 K | $5.87 K | -67.23% | 0.04% |
| BANK OF AMERICA CORP /DE/ | 02/17/2026 | 1.71 K | $5.22 K | 6.67% | 0.03% |
| TOWER RESEARCH CAPITAL LLC (TRC) | 02/17/2026 | 1.31 K | $3.99 K | 9.82% | 0.03% |
| JONES FINANCIAL COMPANIES LLLP | 02/17/2026 | 1.19 K | $3.63 K | 0.00% | 0.02% |
| ALLWORTH FINANCIAL LP | 02/05/2026 | 1.08 K | $3.29 K | 22.81% | 0.02% |
| UBS GROUP AG | 01/29/2026 | 826 | $2.52 K | -22.51% | 0.02% |
| CLARITY ASSET MANAGEMENT, INC. | 02/13/2026 | 700 | $2.14 K | 0.00% | 0.01% |
| FARTHER FINANCE ADVISORS, LLC | 01/23/2026 | 436 | $1.33 K | 0.00% | 0.01% |
| CWM, LLC | 01/26/2026 | 406 | $1.00 K | 0.00% | 0.01% |
| ROYAL BANK OF CANADA | 02/17/2026 | 401 | $1.00 K | 100.00% | 0.01% |
| US BANCORP \DE\ | 01/30/2026 | 400 | $1.22 K | 0.00% | 0.01% |
| PARALLEL ADVISORS, LLC | 02/11/2026 | 300 | $915 | 0.00% | 0.01% |
| WOLFF WIESE MAGANA LLC | 01/14/2026 | 144 | $440 | 0.00% | 0.00% |
| SBI SECURITIES CO., LTD. | 02/03/2026 | 134 | $409 | 18.58% | 0.00% |
| SRS CAPITAL ADVISORS, INC. | 02/13/2026 | 100 | $305 | 0.00% | 0.00% |
| ATLANTIC EDGE PRIVATE WEALTH MANAGEMENT, LLC | 01/27/2026 | 100 | $305 | 0.00% | 0.00% |
| FINANCIALLY SPEAKING INC | 02/10/2026 | 100 | $305 | 0.00% | 0.00% |
| 02/18/2026 | 44 | $134 | 100.00% | 0.00% | |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 02/17/2026 | 0 | $0 | -100.00% | 0.00% |
| ADVISORY SERVICES NETWORK, LLC | 02/17/2026 | 0 | $0 | -100.00% | 0.00% |
| ADVISOR GROUP HOLDINGS, INC. | 02/17/2026 | 0 | $0 | -100.00% | 0.00% |
| FREEGULLIVER LLC | 02/12/2026 | 0 | $0 | -100.00% | 0.00% |
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Willamette Valley Vineyard Inc. institutional Ownership - FAQ's
During the previous two years, 51 institutional investors and hedge funds held shares of Willamette Valley Vineyard Inc.. The most heavily invested institutionals were:
JAMES INVESTMENT RESEARCH INC: 12,921
UBS Group AG: 1,520
Clarity Asset Management, Inc.: 700
Farther Finance Advisors, LLC: 436
SBI Securities Co., Ltd.: 162
WOLFF WIESE MAGANA LLC: 144
19.22% of Willamette Valley Vineyard Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 991.19 K shares in the last 24 months. This purchase volume represents approximately $2.62 M in transactions.