Winmark Ownership | Who Owns Winmark?

Winmark Ownership Summary

Winmark is owned by 51.40% institutional investors, 16.87% insiders, and 31.73% 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

Type	Name	% Inst	% Insiders	% Retail
Stock	Winmark	51.40%	16.87%	31.73%
Sector	Consumer Cyclical Stocks	42.53%	14.10%	43.38%
Industry	Footwear & Accessories Stocks	69.42%	9.87%	20.71%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Neuberger berman group	310.58K	8.74%	$154.60M
Blackrock	261.44K	7.48%	$92.19M
Blackrock funding, inc. /de	258.66K	7.28%	$128.75M
Renaissance	214.90K	6.05%	$106.97M
Vanguard group	180.60K	5.08%	$89.90M
Altravue capital	174.32K	4.91%	$86.77M
Fisher asset management	109.43K	3.08%	$54.47M
Port capital	98.12K	2.76%	$48.84M
First trust advisors lp	97.45K	2.74%	$48.51M
Nine ten capital management	83.90K	2.36%	$41.76M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Nine ten capital management	83.90K	10.76%	$41.76M
Altravue capital	174.32K	7.20%	$86.77M
Port capital	98.12K	2.04%	$48.84M
Promethium advisors	5.82K	1.66%	$2.90M
Laurus investment counsel	3.88K	1.32%	$1.93M
Northstar asset management	7.90K	1.02%	$3.93M
Legato capital management	14.91K	0.81%	$7.42M
Copeland capital management	69.60K	0.72%	$34.65M
Schwartz investment counsel	26.60K	0.44%	$13.24M
Lgt fund management	9.46K	0.39%	$4.86M

Top Buyers

Holder	Shares	% Assets	Change
First trust advisors lp	97.45K	0.04%	53.37K
Fisher asset management	109.43K	0.02%	27.27K
Arrowstreet capital, limited partnership	16.36K	0.01%	15.05K
Bridgewater associates, lp	14.73K	0.03%	14.73K
Man group	29.54K	0.03%	11.67K

Top Sellers

Holder	Shares	% Assets	Change
Morgan stanley	29.20K	0.00%	-34.64K
Mountain pacific investment advisers inc/id	4.53K	0.35%	-29.27K
Mawer investment management	-	-	-28.06K
Bessemer group	33.93K	0.03%	-23.89K
Marshall wace, llp	-	-	-17.89K

New Positions

Holder	Shares	% Assets	Change	Value
Bridgewater associates, lp	14.73K	0.03%	14.73K	$7.33M
Kingsview wealth management	9.55K	0.07%	9.55K	$4.75M
Caxton associates lp	2.24K	0.03%	2.24K	$881.26K
Morningstar investment management	2.02K	0.04%	2.02K	$1.01M
Ellsworth advisors	1.83K	0.18%	1.83K	$824.17K

Sold Out

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

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
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%
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%

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
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
Sep 17, 2025	Barbetta Lawrence A	-	Sell	$321.12K
Sep 17, 2025	Barbetta Lawrence A	-	Sell	$109.15K

Insider Transactions Trends

Date	Buy	Sell
2025 Q4	-	3
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 51.40%, followed by 16.87% insiders and 31.73% retail investors. The average institutional ownership in Winmark's industry, Footwear & Accessories Stocks , is 69.42%, which Winmark falls below.

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 (258.66K shares, 7.28%). Together, they hold 23.50% 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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