Winmark Ownership | Who Owns Winmark?
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
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Winmark | 59.26% | 16.87% | 23.87% |
| Sector | Consumer Cyclical Stocks | 33.14% | 14.17% | 52.68% |
| Industry | Footwear & Accessories Stocks | 51.41% | 10.54% | 38.04% |
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 | 264.59K | 7.45% | $107.14M |
| Renaissance | 208.16K | 5.86% | $84.29M |
| Vanguard group | 186.83K | 5.26% | $75.66M |
| Altravue capital | 174.07K | 4.90% | $70.49M |
| Fisher asset management | 104.69K | 2.95% | $42.39M |
| 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 | 174.07K | 5.81% | $70.49M |
| Port capital | 98.12K | 2.04% | $48.84M |
| Promethium advisors | 5.92K | 1.29% | $2.40M |
| Laurus investment counsel | 2.60K | 0.86% | $1.05M |
| Northstar asset management | 8.19K | 0.86% | $3.31M |
| Copeland capital management | 66.14K | 0.60% | $26.78M |
| Legato capital management | 14.91K | 0.52% | $6.04M |
| Schwartz investment counsel | 26.60K | 0.38% | $10.77M |
| Landscape capital management | 11.47K | 0.36% | $5.71M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| First trust advisors lp | 97.45K | 0.04% | 53.37K |
| Goldman sachs group | 82.39K | 0.00% | 40.70K |
| Arrowstreet capital, limited partnership | 16.36K | 0.01% | 15.05K |
| Man group | 29.54K | 0.03% | 11.67K |
| Ameriprise financial | 11.45K | 0.00% | 9.29K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Mawer investment management | - | - | -28.06K |
| Cwa asset management group | 1.71K | 0.02% | -19.15K |
| William blair investment management | 51.78K | 0.06% | -18.85K |
| Marshall wace, llp | - | - | -17.89K |
| Ubs group | 17.23K | 0.00% | -17.66K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Caxton associates lp | 2.24K | 0.03% | 2.24K | $881.26K |
| Capstone investment advisors | 1.14K | 0.00% | 1.14K | $567.46K |
| Inspire investing | 897.00 | 0.04% | 897.00 | $446.50K |
| Polen capital management | 859.00 | 0.00% | 859.00 | $347.84K |
| Gsa capital partners llp | 824.00 | 0.03% | 824.00 | $334.00K |
Sold Out
| Holder | Change |
|---|---|
| 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
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 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% |
| Dec 31, 2024 | 79 | -54.60% | 940,273 | -64.56% | 26 | 0.47% | 46 | -50.00% | 15 | -72.22% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Neuberger Berman Genesis Inv | 204.10K | 5.75% | -7.81K |
| Neuberger Genesis Inv | 181.42K | 5.08% | -16.75K |
| iShares Core S&P Small-Cap ETF | 179.39K | 5.02% | 179.39K |
| First Trust SMID Cp Rising Div Achv ETF | 144.24K | 4.04% | 84.00 |
| Vanguard Total Stock Mkt Idx Inv | 100.30K | 2.81% | - |
| Vanguard US Total Market Shares ETF | 91.38K | 2.58% | - |
| iShares Russell 2000 ETF | 71.89K | 2.01% | 13.20K |
| Invesco Global Opportunities A | 46.16K | 1.30% | -2.35K |
| Vanguard Institutional Extnd Mkt Idx Tr | 31.86K | 0.89% | -1.00 |
| Fidelity Small Cap Index | 29.89K | 0.84% | 79.00 |
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 Q1 | - | 2 |
| 2025 Q4 | - | 3 |
| 2025 Q3 | 1 | 10 |
| 2025 Q2 | - | 10 |
| 2024 Q4 | - | 20 |
WINA Ownership FAQ
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