The Duckhorn Portfolio, Inc. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| DEKABANK DEUTSCHE GIROZENTRALE | 01/29/2025 | 5.29 K | $42.00 K | 0.00% | 0.00% |
| ADVISOR GROUP HOLDINGS, INC. | 02/07/2025 | 907 | $5.27 K | -54.28% | 0.00% |
| RONALD BLUE TRUST, INC. | 01/22/2025 | 249 | $1.45 K | -18.63% | 0.00% |
| BOKF, NA | 02/14/2025 | 0 | $0 | -100.00% | 0.00% |
| PRINCIPAL SECURITIES, INC. | 01/30/2025 | 0 | $0 | -100.00% | 0.00% |
| BROWN BROTHERS HARRIMAN & CO | 02/12/2025 | 0 | $0 | -100.00% | 0.00% |
| JPMORGAN CHASE & CO | 02/12/2025 | 0 | $0 | -100.00% | 0.00% |
| FIFTH THIRD BANCORP | 01/21/2025 | 0 | $0 | -100.00% | 0.00% |
| US BANCORP \DE\ | 02/05/2025 | 0 | $0 | -100.00% | 0.00% |
| BANK OF AMERICA CORP /DE/ | 02/14/2025 | 0 | $0 | -100.00% | 0.00% |
| WELLS FARGO & COMPANY/MN | 02/13/2025 | 0 | $0 | -100.00% | 0.00% |
| NORTHERN TRUST CORP | 02/14/2025 | 0 | $0 | -100.00% | 0.00% |
| PRICE T ROWE ASSOCIATES INC /MD/ | 02/14/2025 | 0 | $0 | -100.00% | 0.00% |
| ROTHSCHILD INVESTMENT LLC | 02/04/2025 | 0 | $0 | -100.00% | 0.00% |
| STATE STREET CORP | 02/14/2025 | 0 | $0 | -100.00% | 0.00% |
| JEFFERIES FINANCIAL GROUP INC. | 02/27/2025 | 0 | $0 | -100.00% | 0.00% |
| VANGUARD GROUP INC | 02/11/2025 | 0 | $0 | -100.00% | 0.00% |
| BARCLAYS PLC | 02/13/2025 | 0 | $0 | -100.00% | 0.00% |
| FMR LLC | 02/13/2025 | 0 | $0 | -100.00% | 0.00% |
| SEI INVESTMENTS CO | 02/11/2025 | 0 | $0 | -100.00% | 0.00% |
| DIMENSIONAL FUND ADVISORS LP | 02/13/2025 | 0 | $0 | -100.00% | 0.00% |
| CALDWELL SUTTER CAPITAL, INC. | 01/21/2025 | 0 | $0 | -100.00% | 0.00% |
| PNC FINANCIAL SERVICES GROUP, INC. | 02/07/2025 | 0 | $0 | -100.00% | 0.00% |
| STIFEL FINANCIAL CORP | 02/13/2025 | 0 | $0 | -100.00% | 0.00% |
| AMERICAN CENTURY COMPANIES INC | 02/11/2025 | 0 | $0 | -100.00% | 0.00% |
| LEGAL & GENERAL GROUP PLC | 02/13/2025 | 0 | $0 | -100.00% | 0.00% |
| NEW YORK STATE COMMON RETIREMENT FUND | 10/08/2025 | 0 | $0 | -100.00% | 0.00% |
| AMERIPRISE FINANCIAL INC | 02/14/2025 | 0 | $0 | -100.00% | 0.00% |
| CAMBIAR INVESTORS LLC | 01/29/2025 | 0 | $0 | -100.00% | 0.00% |
| CITIGROUP INC | 02/12/2025 | 0 | $0 | -100.00% | 0.00% |
| ZWJ INVESTMENT COUNSEL INC | 01/16/2025 | 0 | $0 | -100.00% | 0.00% |
| UBS ASSET MANAGEMENT AMERICAS INC | 02/14/2025 | 0 | $0 | -100.00% | 0.00% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 02/06/2025 | 0 | $0 | -100.00% | 0.00% |
| GOLDMAN SACHS GROUP INC | 02/11/2025 | 0 | $0 | -100.00% | 0.00% |
| MORGAN STANLEY | 05/15/2025 | 0 | $0 | -100.00% | 0.00% |
| PPM AMERICA INC/IL | 02/11/2025 | 0 | $0 | -100.00% | 0.00% |
| COMERICA BANK | 02/14/2025 | 0 | $0 | -100.00% | 0.00% |
| INVESCO LTD. | 02/13/2025 | 0 | $0 | -100.00% | 0.00% |
| AMALGAMATED BANK | 02/04/2025 | 0 | $0 | -100.00% | 0.00% |
| NATIONAL BANK OF CANADA /FI/ | 02/12/2025 | 0 | $0 | -100.00% | 0.00% |
| BANK OF MONTREAL /CAN/ | 02/13/2025 | 0 | $0 | -100.00% | 0.00% |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 02/14/2025 | 0 | $0 | -100.00% | 0.00% |
| GROUP ONE TRADING, L.P. | 05/14/2025 | 0 | $0 | -100.00% | 0.00% |
| NISA INVESTMENT ADVISORS, LLC | 01/17/2025 | 0 | $0 | -100.00% | 0.00% |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | 02/10/2025 | 0 | $0 | -100.00% | 0.00% |
| DEUTSCHE BANK AG\ | 06/30/2025 | 0 | $0 | -100.00% | 0.00% |
| ROYAL BANK OF CANADA | 02/14/2025 | 0 | $0 | -100.00% | 0.00% |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 02/19/2025 | 0 | $0 | -100.00% | 0.00% |
| RENAISSANCE TECHNOLOGIES LLC | 02/13/2025 | 0 | $0 | -100.00% | 0.00% |
| HARBOR CAPITAL ADVISORS, INC. | 01/10/2025 | 0 | $0 | -100.00% | 0.00% |
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The Duckhorn Portfolio, Inc. institutional Ownership - FAQ's
During the previous two years, 15 institutional investors and hedge funds held shares of The Duckhorn Portfolio, Inc.. The most heavily invested institutionals were:
Nuveen Asset Management, LLC: 0
Householder Group Estate & Retirement Specialist, LLC: 0
RAYMOND JAMES & ASSOCIATES: 200,086
nVerses Capital, LLC: 16,200
BlackRock Inc.: 4 M
CREDIT SUISSE AG/: 90,456
0.00% of The Duckhorn Portfolio, Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 5.42 M shares in the last 24 months. This purchase volume represents approximately $60.16 M in transactions.