Winmark Ownership | Who Owns Winmark?


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Winmark Ownership Summary


Winmark is owned by 59.26% institutional investors, 16.87% insiders, and 23.87% retail investors. Neuberger berman group is the largest institutional shareholder, holding 8.74% of WINA shares. Neuberger Berman Genesis Inv is the top mutual fund, with 5.75% of its assets in Winmark shares.

WINA Ownership Benchmark


TypeName% Inst% Insiders% Retail
StockWinmark59.26%16.87%23.87%
SectorConsumer Cyclical Stocks 33.14%14.17%52.68%
IndustryFootwear & Accessories Stocks 51.41%10.54%38.04%

Institutional Shareholders


Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Neuberger berman group310.58K8.74%$154.60M
Blackrock261.44K7.48%$92.19M
Blackrock funding, inc. /de264.59K7.45%$107.14M
Renaissance208.16K5.86%$84.29M
Vanguard group186.83K5.26%$75.66M
Altravue capital174.07K4.90%$70.49M
Fisher asset management104.69K2.95%$42.39M
Port capital98.12K2.76%$48.84M
First trust advisors lp97.45K2.74%$48.51M
Nine ten capital management83.90K2.36%$41.76M

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
Nine ten capital management83.90K10.76%$41.76M
Altravue capital174.07K5.81%$70.49M
Port capital98.12K2.04%$48.84M
Promethium advisors5.92K1.29%$2.40M
Laurus investment counsel2.60K0.86%$1.05M
Northstar asset management8.19K0.86%$3.31M
Copeland capital management66.14K0.60%$26.78M
Legato capital management14.91K0.52%$6.04M
Schwartz investment counsel26.60K0.38%$10.77M
Landscape capital management11.47K0.36%$5.71M

Top Buyers

HolderShares% AssetsChange
First trust advisors lp97.45K0.04%53.37K
Goldman sachs group82.39K0.00%40.70K
Arrowstreet capital, limited partnership16.36K0.01%15.05K
Man group29.54K0.03%11.67K
Ameriprise financial11.45K0.00%9.29K

Top Sellers

HolderShares% AssetsChange
Mawer investment management---28.06K
Cwa asset management group1.71K0.02%-19.15K
William blair investment management51.78K0.06%-18.85K
Marshall wace, llp---17.89K
Ubs group17.23K0.00%-17.66K

New Positions

HolderShares% AssetsChangeValue
Caxton associates lp2.24K0.03%2.24K$881.26K
Capstone investment advisors1.14K0.00%1.14K$567.46K
Inspire investing897.000.04%897.00$446.50K
Polen capital management859.000.00%859.00$347.84K
Gsa capital partners llp824.000.03%824.00$334.00K

Sold Out

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

Institutional Ownership Trends


DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
Dec 31, 2025140-34.58%2,105,702-29.51%590.84%70-28.57%40-47.37%
Sep 30, 2025125-38.73%1,826,314-33.58%510.85%53-56.56%45-19.64%
Jun 30, 20252087.77%2,936,6018.96%821.43%12418.10%587.41%
Mar 31, 20251913.80%2,694,2811.03%761.33%1049.47%54-10.00%
Dec 31, 202479-54.60%940,273-64.56%260.47%46-50.00%15-72.22%

Top Mutual Funds Shareholders


HolderShares% HoldingChange
Neuberger Berman Genesis Inv204.10K5.75%-7.81K
Neuberger Genesis Inv181.42K5.08%-16.75K
iShares Core S&P Small-Cap ETF179.39K5.02%179.39K
First Trust SMID Cp Rising Div Achv ETF144.24K4.04%84.00
Vanguard Total Stock Mkt Idx Inv100.30K2.81%-
Vanguard US Total Market Shares ETF91.38K2.58%-
iShares Russell 2000 ETF71.89K2.01%13.20K
Invesco Global Opportunities A46.16K1.30%-2.35K
Vanguard Institutional Extnd Mkt Idx Tr31.86K0.89%-1.00
Fidelity Small Cap Index29.89K0.84%79.00

Recent Insider Transactions


DateNameRoleActivityValue
Mar 04, 2026GRASSLE JENELE C-Sell$1.86M
Mar 03, 2026Tomlinson Percy C Jr-Sell$764.46K
Nov 21, 2025GRASSLE JENELE C-Sell$1.01M
Oct 24, 2025Gaudette Renae M. CHIEF OPERATING OFFICERSell$456.97K
Oct 24, 2025Gaudette Renae M. CHIEF OPERATING OFFICERSell$43.56K

Insider Transactions Trends


DateBuySell
2026 Q1-2
2025 Q4-3
2025 Q3110
2025 Q2-10
2024 Q4-20

WINA Ownership FAQ


Who Owns Winmark?

Winmark shareholders are primarily institutional investors at 59.26%, followed by 16.87% insiders and 23.87% retail investors. The average institutional ownership in Winmark's industry, Footwear & Accessories Stocks , is 51.41%, which Winmark exceeds.

Who owns the most shares of Winmark?

Winmark’s largest shareholders are Neuberger berman group (310.58K shares, 8.74%), Blackrock (261.44K shares, 7.48%), and Blackrock funding, inc. /de (264.59K shares, 7.45%). Together, they hold 23.66% 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 10.76% of its assets in 83.9K Winmark shares, valued at 41.76M$.

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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