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 | 5,294 | $42,000 | 0.00% | 0.00% |
| RONALD BLUE TRUST, INC. | 01/22/2025 | 249 | $1,447 | -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% |
| WELLS FARGO & COMPANY/MN | 02/13/2025 | 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 | 01/31/2025 | 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% |
| PPM AMERICA INC/IL | 02/11/2025 | 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. | 02/14/2025 | 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\ | 02/14/2025 | 0 | $0 | -100.00% | 0.00% |
| ROYAL BANK OF CANADA | 02/14/2025 | 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% |
| AMERITAS INVESTMENT PARTNERS, INC. | 02/13/2025 | 0 | $0 | -100.00% | 0.00% |
| VOYA INVESTMENT MANAGEMENT LLC | 02/14/2025 | 0 | $0 | -100.00% | 0.00% |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 02/14/2025 | 0 | $0 | -100.00% | 0.00% |
| INTECH INVESTMENT MANAGEMENT LLC | 02/11/2025 | 0 | $0 | -100.00% | 0.00% |
| MASSMUTUAL TRUST CO FSB/ADV | 01/16/2025 | 0 | $0 | -100.00% | 0.00% |
| PALOMA PARTNERS MANAGEMENT CO | 02/14/2025 | 0 | $0 | -100.00% | 0.00% |
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The Duckhorn Portfolio, Inc. institutional Ownership - FAQ's
During the previous two years, 169 institutional investors and hedge funds held shares of The Duckhorn Portfolio, Inc.. The most heavily invested institutionals were:
DekaBank Deutsche Girozentrale: 5,294
Ronald Blue Trust, Inc.: 249
SUSQUEHANNA INTERNATIONAL GROUP, LLP: 0
NICHOLS & PRATT ADVISERS LLP /MA: 0
Aquatic Capital Management LLC: 0
MASSMUTUAL TRUST CO FSB/ADV: 0
0.00% of The Duckhorn Portfolio, Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 9.54 M shares in the last 24 months. This purchase volume represents approximately $105.78 M in transactions.