Winmark Ownership | Who Owns Winmark?

Winmark Ownership Summary

Winmark is owned by 82.97% institutional investors, 16.77% insiders, and 0.27% retail investors. Neuberger berman group is the largest institutional shareholder, holding 9.47% 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	82.97%	16.77%	0.27%
Sector	Consumer Cyclical Stocks	60.16%	14.23%	25.61%
Industry	Footwear & Accessories Stocks	78.61%	9.26%	12.14%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Neuberger berman group	333.27K	9.47%	$131.00M
Blackrock	261.44K	7.48%	$92.19M
Blackrock funding, inc. /de	256.03K	7.23%	$96.68M
Altravue capital	175.00K	4.97%	$68.79M
Renaissance	174.23K	4.95%	$68.48M
Vanguard group	168.95K	4.80%	$66.41M
Port capital	108.16K	3.06%	$40.84M
Dimensional fund advisors lp	102.40K	2.91%	$40.25M
Nine ten capital management	83.90K	2.38%	$32.98M
Fisher asset management	82.15K	2.32%	$31.02M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Nine ten capital management	83.90K	9.41%	$32.98M
Altravue capital	175.00K	5.73%	$68.79M
Port capital	108.16K	1.74%	$40.84M
Laurus investment counsel	6.12K	1.51%	$2.31M
Mountain pacific investment advisers inc/id	33.80K	0.93%	$12.76M
Copeland capital management	69.60K	0.72%	$34.65M
Legato capital management	14.91K	0.67%	$5.63M
Vancity investment management	10.18K	0.49%	$3.84M
Cwa asset management group	20.85K	0.38%	$10.38M
Longboard asset management, lp	423.00	0.34%	$210.56K

Top Buyers

Holder	Shares	% Assets	Change
Fisher asset management	82.15K	0.01%	82.15K
Marshall wace, llp	17.89K	0.01%	17.89K
Victory capital management	17.02K	0.01%	12.68K
Neuberger berman group	333.27K	0.10%	6.52K
Balyasny asset management	5.29K	0.00%	5.29K

Top Sellers

Holder	Shares	% Assets	Change
Rockefeller capital management	-	-	-48.93K
Mawer investment management	-	-	-28.06K
William blair investment management	60.84K	0.06%	-27.60K
Vestcor	5.24K	0.06%	-12.76K
Renaissance	174.23K	0.10%	-9.90K

New Positions

Holder	Shares	% Assets	Change	Value
Fisher asset management	82.15K	0.01%	82.15K	$31.02M
Marshall wace, llp	17.89K	0.01%	17.89K	$6.76M
Teacher retirement system of texas	3.52K	0.01%	3.52K	$1.38M
Maverick capital	3.50K	0.02%	3.50K	$1.32M
Northstar asset management	3.05K	0.32%	3.05K	$1.20M

Sold Out

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

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
Jun 30, 2025	208	7.77%	2,936,601	8.96%	82	1.43%	124	18.10%	58	7.41%
Mar 31, 2025	191	3.80%	2,694,281	1.03%	76	1.33%	104	9.47%	54	-10.00%
Dec 31, 2024	79	-54.60%	940,273	-64.56%	26	0.47%	46	-50.00%	15	-72.22%
Sep 30, 2024	173	5.49%	2,649,971	1.15%	75	1.35%	92	2.22%	53	12.77%
Jun 30, 2024	163	-4.12%	2,619,716	2.46%	74	1.40%	89	2.30%	47	-14.55%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
Neuberger Berman Genesis Inv	204.10K	5.75%	-7.81K
Vanguard Total Stock Mkt Idx Inv	98.20K	2.77%	-4.22K
Vanguard US Total Market Shares ETF	91.38K	2.58%	-
iShares Russell 2000 ETF	71.14K	2.00%	-
Invesco Global Opportunities A	46.16K	1.30%	-2.35K
First Trust SMID Cp Rising Div Achv ETF	42.33K	1.19%	45.00
Vanguard Institutional Extnd Mkt Idx Tr	31.31K	0.88%	-13.67K
Old Westbury Small & Mid Cap Strategies	30.26K	0.86%	-4.38K
Fidelity Small Cap Index	29.66K	0.84%	408.00
DFA US Micro Cap I	29.23K	0.82%	-

Recent Insider Transactions

Date	Name	Role	Activity	Value
Oct 24, 2025	Gaudette Renae M.	CHIEF OPERATING OFFICER	Sell	$43.56K
Oct 24, 2025	Gaudette Renae M.	CHIEF OPERATING OFFICER	Sell	$456.97K
Sep 17, 2025	Barbetta Lawrence A	-	Sell	$109.15K
Sep 17, 2025	Barbetta Lawrence A	-	Sell	$321.12K
Aug 26, 2025	HEFFES BRETT D	CHAIR AND CEO	Sell	$275.19K

Insider Transactions Trends

Date	Buy	Sell
2025 Q4	-	2
2025 Q3	1	10
2025 Q2	-	10
2024 Q4	-	20
2024 Q3	-	7

WINA Ownership FAQ

Who Owns Winmark?

Winmark shareholders are primarily institutional investors at 82.97%, followed by 16.77% insiders and 0.26% retail investors. The average institutional ownership in Winmark's industry, Footwear & Accessories Stocks , is 78.61%, which Winmark exceeds.

Who owns the most shares of Winmark?

Winmark’s largest shareholders are Neuberger berman group (333.27K shares, 9.47%), Blackrock (261.44K shares, 7.48%), and Blackrock funding, inc. /de (256.03K shares, 7.23%). Together, they hold 24.18% 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 9.41% of its assets in 83.9K Winmark shares, valued at 32.98M$.

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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