Winmark Ownership | Who Owns Winmark?

Winmark Ownership Summary

Winmark is owned by 91.07% institutional investors, 16.99% insiders. Blackrock funding, inc. /de is the largest institutional shareholder, holding 13.14% 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	91.07%	16.99%	-8.06%
Sector	Consumer Cyclical Stocks	249.86%	15.44%	-165.30%
Industry	Footwear & Accessories Stocks	36.11%	19.88%	44.01%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Blackrock funding, inc. /de	466.38K	13.14%	$199.40M
Neuberger berman group	284.68K	8.02%	$121.71M
Blackrock	261.44K	7.48%	$92.19M
Renaissance	205.88K	5.80%	$88.02M
Vanguard group	186.83K	5.26%	$75.66M
Altravue capital	161.86K	4.56%	$69.20M
First trust advisors lp	150.37K	4.24%	$64.29M
State street	123.64K	3.48%	$52.86M
Port capital	98.19K	2.77%	$41.98M
Jacobs levy equity management	96.42K	2.72%	$41.22M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Nine ten capital management	83.67K	11.36%	$35.77M
Altravue capital	161.86K	5.96%	$69.20M
Port capital	98.19K	1.87%	$41.98M
Northstar asset management	6.46K	0.85%	$2.76M
Promethium advisors	3.06K	0.68%	$1.31M
Copeland capital management	64.95K	0.62%	$27.77M
Laurus investment counsel	1.43K	0.60%	$611.40K
Legato capital management	14.91K	0.58%	$6.38M
Schwartz investment counsel	26.60K	0.40%	$11.37M
Landscape capital management	14.36K	0.39%	$6.14M

Top Buyers

Holder	Shares	% Assets	Change
Blackrock funding, inc. /de	466.38K	0.00%	201.79K
State street	123.64K	0.00%	39.82K
Vanguard fiduciary trust	19.43K	0.00%	19.43K
Citadel advisors	22.40K	0.00%	15.52K
Principal financial group	14.37K	0.00%	14.37K

Top Sellers

Holder	Shares	% Assets	Change
William blair investment management	-	-	-51.78K
Mawer investment management	-	-	-28.06K
Arrowstreet capital, limited partnership	-	-	-15.03K
Goldman sachs group	70.02K	0.00%	-12.37K
Altravue capital	161.86K	5.96%	-12.21K

New Positions

Holder	Shares	% Assets	Change	Value
Vanguard fiduciary trust	19.43K	0.00%	19.43K	$8.31M
Principal financial group	14.37K	0.00%	14.37K	$6.14M
Public sector pension investment board	10.56K	0.01%	10.56K	$4.52M
Vident advisory	7.54K	0.03%	7.54K	$3.22M
Prudential financial	3.10K	0.00%	3.10K	$1.32M

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 %
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%
Mar 31, 2025	191	3.80%	2,694,281	1.03%	76	1.33%	104	9.47%	54	-10.00%

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	180.36K	5.04%	45.00
Neuberger Genesis Inv	171.46K	4.79%	-9.96K
First Trust SMID Cp Rising Div Achv ETF	147.08K	4.11%	196.00
Vanguard Total Stock Mkt Idx Inv	101.28K	2.83%	-
Vanguard US Total Market Shares ETF	91.38K	2.58%	-
iShares Russell 2000 ETF	69.24K	1.94%	564.00
Invesco Global Opportunities A	46.16K	1.30%	-2.35K
Vanguard Institutional Extnd Mkt Idx Tr	33.35K	0.93%	144.00
Fidelity Small Cap Index	29.07K	0.81%	310.00

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 Q2	-	-
2026 Q1	-	2
2025 Q4	-	3
2025 Q3	1	10
2025 Q2	-	10

WINA Ownership FAQ

Who Owns Winmark?

Winmark shareholders are primarily institutional investors at 91.07%, followed by 16.99% insiders and -8.06% retail investors. The average institutional ownership in Winmark's industry, Footwear & Accessories Stocks , is 36.11%, which Winmark exceeds.

Who owns the most shares of Winmark?

Winmark’s largest shareholders are Blackrock funding, inc. /de (466.38K shares, 13.14%), Neuberger berman group (284.68K shares, 8.02%), and Blackrock (261.44K shares, 7.48%). Together, they hold 28.63% 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 11.36% of its assets in 83.67K Winmark shares, valued at 35.77M$.

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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