Willamette Valley Vineyard Inc. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| 05/15/2026 | 198.90 K | $511.16 K | 100.00% | 4.00% | |
| RENAISSANCE TECHNOLOGIES LLC | 05/14/2026 | 66.05 K | $169.75 K | -3.79% | 1.33% |
| NEXT CAPITAL MANAGEMENT LLC | 05/07/2026 | 54.80 K | $140.84 K | 0.00% | 1.10% |
| GEODE CAPITAL MANAGEMENT, LLC | 05/15/2026 | 36.71 K | $94.38 K | -3.40% | 0.74% |
| DIMENSIONAL FUND ADVISORS LP | 05/07/2026 | 28.40 K | $73.00 K | -9.27% | 0.57% |
| VANGUARD FIDUCIARY TRUST CO | 05/08/2026 | 25.92 K | $66.60 K | 100.00% | 0.52% |
| 05/14/2026 | 20.50 K | $52.69 K | 0.00% | 0.41% | |
| GABELLI FUNDS LLC | 05/14/2026 | 20.00 K | $51.40 K | 0.00% | 0.40% |
| EP WEALTH ADVISORS, LLC | 05/14/2026 | 15.79 K | $40.59 K | 0.00% | 0.32% |
| CREATIVE PLANNING | 05/12/2026 | 15.61 K | $40.12 K | 0.07% | 0.31% |
| JAMES INVESTMENT RESEARCH INC | 04/24/2026 | 12.92 K | $33.21 K | 0.00% | 0.26% |
| NEWEDGE ADVISORS, LLC | 06/03/2026 | 12.92 K | $33.21 K | 0.00% | 0.26% |
| BLACKROCK, INC. | 05/13/2026 | 11.89 K | $30.55 K | 8.94% | 0.24% |
| PRICE T ROWE ASSOCIATES INC /MD/ | 05/15/2026 | 10.85 K | $28.00 K | 0.00% | 0.22% |
| STATE STREET CORP | 05/15/2026 | 10.70 K | $27.50 K | 0.00% | 0.22% |
| WELLS FARGO & COMPANY/MN | 05/11/2026 | 7.20 K | $18.50 K | -25.77% | 0.14% |
| STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 05/08/2026 | 4.75 K | $12.21 K | -0.52% | 0.10% |
| NATIONAL BANK OF CANADA /FI/ | 05/15/2026 | 2.10 K | $5.40 K | 0.00% | 0.04% |
| MORGAN STANLEY | 05/15/2026 | 1.93 K | $4.95 K | 0.00% | 0.04% |
| TOWER RESEARCH CAPITAL LLC (TRC) | 05/15/2026 | 1.77 K | $4.55 K | 35.40% | 0.04% |
| UBS GROUP AG | 05/05/2026 | 1.52 K | $3.91 K | 84.02% | 0.03% |
| JONES FINANCIAL COMPANIES LLLP | 05/15/2026 | 1.29 K | $3.24 K | 8.40% | 0.03% |
| ALLWORTH FINANCIAL LP | 05/15/2026 | 877 | $2.25 K | -18.57% | 0.02% |
| CLARITY ASSET MANAGEMENT, INC. | 05/05/2026 | 700 | $1.80 K | 0.00% | 0.01% |
| FARTHER FINANCE ADVISORS, LLC | 04/07/2026 | 436 | $1.15 K | 0.00% | 0.01% |
| CWM, LLC | 05/14/2026 | 406 | $1.04 K | 0.00% | 0.01% |
| US BANCORP \DE\ | 05/15/2026 | 400 | $1.03 K | 0.00% | 0.01% |
| ROYAL BANK OF CANADA | 05/15/2026 | 301 | $1.00 K | -24.94% | 0.01% |
| PARALLEL ADVISORS, LLC | 06/03/2026 | 300 | $771 | 0.00% | 0.01% |
| SBI SECURITIES CO., LTD. | 04/28/2026 | 162 | $416 | 20.90% | 0.00% |
| WOLFF WIESE MAGANA LLC | 04/13/2026 | 144 | $371 | 0.00% | 0.00% |
| SRS CAPITAL ADVISORS, INC. | 05/13/2026 | 100 | $257 | 0.00% | 0.00% |
| ADVISOR GROUP HOLDINGS, INC. | 05/15/2026 | 100 | $257 | 100.00% | 0.00% |
| ATLANTIC EDGE PRIVATE WEALTH MANAGEMENT, LLC | 04/22/2026 | 100 | $257 | 0.00% | 0.00% |
| FINANCIALLY SPEAKING INC | 04/07/2026 | 100 | $257 | 0.00% | 0.00% |
| BANK OF AMERICA CORP /DE/ | 05/18/2026 | 0 | $0 | -100.00% | 0.00% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 05/07/2026 | 0 | $0 | -100.00% | 0.00% |
| CITADEL ADVISORS LLC | 05/15/2026 | 0 | $0 | -100.00% | 0.00% |
| 05/15/2026 | 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:
RENAISSANCE TECHNOLOGIES LLC: 66,052
Next Capital Management LLC: 54,800
GEODE CAPITAL MANAGEMENT, LLC: 36,709
DIMENSIONAL FUND ADVISORS LP: 28,403
VANGUARD FIDUCIARY TRUST CO: 25,916
GABELLI FUNDS LLC: 20,000
11.40% of Willamette Valley Vineyard Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 643.67 K shares in the last 24 months. This purchase volume represents approximately $1.70 M in transactions.