Winmark Ownership | Who Owns Winmark?

Winmark Ownership Summary

Winmark is owned by 90.53% institutional investors, 17.02% insiders. Blackrock funding, inc. /de is the largest institutional shareholder, holding 13.70% of WINA shares. Neuberger Berman Genesis Inv is the top mutual fund, with 5.75% of its assets in Winmark shares.

WINA Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	Winmark	90.53%	17.02%	-7.55%
Sector	Consumer Cyclical Stocks	206.34%	16.22%	-122.56%
Industry	Specialty Retail Stocks	53.72%	13.98%	32.31%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Blackrock funding, inc. /de	489.77K	13.70%	$207.21M
Neuberger berman group	286.59K	8.02%	$121.25M
Blackrock	261.44K	7.48%	$92.19M
Renaissance	204.41K	5.72%	$86.48M
Vanguard group	186.83K	5.26%	$75.66M
First trust advisors lp	175.48K	4.91%	$74.24M
Altravue capital	172.36K	4.82%	$72.92M
Vanguard capital management	139.93K	3.92%	$59.20M
State street	130.36K	3.65%	$55.15M
Jacobs levy equity management	92.30K	2.58%	$39.05M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Nine ten capital management	83.67K	11.02%	$35.40M
Altravue capital	172.36K	5.26%	$72.92M
Port capital	86.77K	1.50%	$36.71M
Legato capital management	17.93K	0.63%	$7.58M
Laurus investment counsel	1.43K	0.60%	$611.40K
Copeland capital management	63.06K	0.55%	$26.68M
Northstar asset management	4.11K	0.51%	$1.74M
Mountain pacific investment advisers inc/id	5.67K	0.38%	$2.40M
Schwartz investment counsel	26.88K	0.38%	$11.37M
Promethium advisors	1.49K	0.30%	$628.27K

Top Buyers

Holder	Shares	% Assets	Change
Sixth street partners management company	26.91K	0.00%	26.91K
First trust advisors lp	175.48K	0.04%	25.11K
Blackrock funding, inc. /de	489.77K	0.00%	23.39K
Select equity group	50.93K	0.11%	20.52K
Congress asset management co /ma	34.58K	0.09%	15.73K

Top Sellers

Holder	Shares	% Assets	Change
William blair investment management	-	-	-51.78K
Man group	-	-	-37.36K
Goldman sachs group	36.72K	0.00%	-33.30K
Mawer investment management	-	-	-28.06K
Bessemer group	17.50K	0.01%	-25.24K

New Positions

Holder	Shares	% Assets	Change	Value
Sixth street partners management company	26.91K	0.00%	26.91K	$11.38M
Bahl & gaynor	5.36K	0.01%	5.36K	$2.27M
Xtx topco	4.53K	0.02%	4.53K	$1.92M
Caxton associates lp	2.24K	0.03%	2.24K	$881.26K
First citizens bank & trust	1.69K	0.01%	1.69K	$716.70K

Sold Out

Holder	Change
Harbor investment advisory	-1.00
Coldstream capital management	-1.00
Nelson, van denburg & campbell wealth management group	-1.00
Financial gravity asset management	-1.00
Avion wealth	-2.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
Jun 30, 2026	215	-6.11%	3,235,330	-0.45%	90	1.09%	115	-13.53%	72	7.46%
Mar 31, 2026	224	0.45%	3,232,728	6.91%	91	1.26%	130	14.04%	66	-9.59%
Dec 31, 2025	140	-34.58%	2,105,702	-29.51%	59	0.84%	70	-28.57%	40	-47.37%
Sep 30, 2025	125	-38.73%	1,826,314	-33.58%	51	0.85%	53	-56.56%	45	-19.64%
Jun 30, 2025	208	7.77%	2,936,601	8.96%	82	1.43%	124	18.10%	58	7.41%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
Neuberger Berman Genesis Inv	204.10K	5.75%	-7.81K
iShares Core S&P Small-Cap ETF	180.83K	5.03%	120.00
Neuberger Genesis Inv	168.63K	4.70%	-2.83K
First Trust SMID Cp Rising Div Achv ETF	165.39K	4.60%	-
Vanguard Total Stock Mkt Idx Inv	102.39K	2.85%	1.12K
Vanguard MStar Total Stk Mkt Idx Invest	102.39K	2.85%	-
Vanguard Morn Total Stk Mkt Idx Investor	102.39K	2.85%	1.12K
Vanguard US Total Market Shares ETF	91.38K	2.58%	-
iShares Russell 2000 ETF	74.59K	2.08%	-1.34K
Invesco Global Opportunities A	46.16K	1.30%	-2.35K

Recent Insider Transactions

Date	Name	Role	Activity	Value
Mar 04, 2026	GRASSLE JENELE C	-	Sell	$1.86M
Mar 03, 2026	Tomlinson Percy C Jr	-	Sell	$764.46K
Nov 21, 2025	GRASSLE JENELE C	-	Sell	$1.01M
Oct 24, 2025	Gaudette Renae M.	CHIEF OPERATING OFFICER	Sell	$456.97K
Oct 24, 2025	Gaudette Renae M.	CHIEF OPERATING OFFICER	Sell	$43.56K

Insider Transactions Trends

Date	Buy	Sell
2026 Q3	-	-
2026 Q2	-	-
2026 Q1	-	2
2025 Q4	-	3
2025 Q3	1	10

WINA Ownership FAQ

Who Owns Winmark?

Winmark shareholders are primarily institutional investors at 90.53%, followed by 17.02% insiders and -7.55% retail investors. The average institutional ownership in Winmark's industry, Specialty Retail Stocks , is 53.72%, which Winmark exceeds.

Who owns the most shares of Winmark?

Winmark’s largest shareholders are Blackrock funding, inc. /de (489.77K shares, 13.70%), Neuberger berman group (286.59K shares, 8.02%), and Blackrock (261.44K shares, 7.48%). Together, they hold 29.20% of Winmark’s total shares outstanding.

Does Blackrock own Winmark?

Yes, BlackRock owns 7.48% of Winmark, totaling 261.44K shares as of Jun 2024. This represents 0.00% of BlackRock's total assets, with a market value of 92.19M$. In the last quarter, BlackRock decreased its holdings by -2.241K shares, a -0.85% change.

Who is Winmark’s biggest shareholder by percentage of total assets invested?

Nine ten capital management is Winmark’s biggest shareholder by percentage of total assets invested, with 11.02% of its assets in 83.67K Winmark shares, valued at 35.4M$.

Who is the top mutual fund holder of Winmark shares?

Neuberger Berman Genesis Inv is the top mutual fund holder of Winmark shares, with 5.75% of its total shares outstanding invested in 204.1K Winmark shares.

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