Weis Markets Ownership | Who Owns Weis Markets?
Weis Markets Ownership Summary
Weis Markets is owned by 41.81% institutional investors, 45.27% insiders, and 12.92% retail investors. Dimensional fund advisors lp is the largest institutional shareholder, holding 7.83% of WMK shares. DFA US Small Cap Value I is the top mutual fund, with 2.38% of its assets in Weis Markets shares.
WMK Ownership Benchmark
Type | Name | % Inst | % Insiders | % Retail |
---|---|---|---|---|
Stock | Weis Markets | 41.81% | 45.27% | 12.92% |
Sector | Consumer Defensive Stocks | 51.48% | 16.38% | 32.14% |
Industry | Grocery Stores Stocks | 59.36% | 17.36% | 23.29% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
Holder | Shares | % Holding | Value |
---|---|---|---|
Dimensional fund advisors lp | 2.11M | 7.83% | $142.68M |
Vanguard group | 1.84M | 6.85% | $124.80M |
Blackrock funding, inc. /de | 1.31M | 4.98% | $95.18M |
Blackrock | 1.30M | 4.82% | $81.35M |
American century companies | 588.21K | 2.23% | $42.64M |
Geode capital management | 442.81K | 1.65% | $29.99M |
State street | 433.31K | 1.61% | $27.20M |
Charles schwab investment management | 420.28K | 1.56% | $28.46M |
Bank of new york mellon | 275.47K | 1.02% | $18.65M |
Renaissance | 263.64K | 0.98% | $17.85M |
Top Institutional Shareholders by % of Total Assets
Holder | Shares | % Assets | Value |
---|---|---|---|
Cannon global investment management | 4.20K | 0.62% | $304.46K |
Summerhaven investment management | 12.56K | 0.60% | $910.47K |
Martin & co inc /tn/ | 28.48K | 0.38% | $2.06M |
Hennessy advisors | 120.68K | 0.29% | $8.75M |
Denali advisors | 26.21K | 0.20% | $1.90M |
Tower wealth partners | 3.63K | 0.16% | $263.43K |
Linden thomas advisory services | 14.56K | 0.13% | $986.27K |
Dgs capital management | 6.61K | 0.11% | $447.51K |
Gsa capital partners llp | 22.22K | 0.11% | $1.50M |
Bridgeway capital management | 72.23K | 0.11% | $4.89M |
Top Buyers
Holder | Shares | % Assets | Change |
---|---|---|---|
Hennessy advisors | 120.68K | 0.29% | 120.68K |
Maverick capital | 53.05K | 0.06% | 53.05K |
Bridgeway capital management | 72.23K | 0.11% | 52.13K |
American century companies | 588.21K | 0.02% | 51.36K |
Norges bank | 50.47K | 0.00% | 50.47K |
Top Sellers
Holder | Shares | % Assets | Change |
---|---|---|---|
Brandywine global investment management | - | - | -94.16K |
Nuveen asset management | 69.47K | 0.00% | -88.26K |
Arrowstreet capital, limited partnership | - | - | -50.31K |
Voloridge investment management | - | - | -31.03K |
Gsa capital partners llp | 22.22K | 0.11% | -29.65K |
New Positions
Holder | Shares | % Assets | Change | Value |
---|---|---|---|---|
Hennessy advisors | 120.68K | 0.29% | 120.68K | $8.75M |
Maverick capital | 53.05K | 0.06% | 53.05K | $3.85M |
Norges bank | 50.47K | 0.00% | 50.47K | $3.42M |
Marshall wace, llp | 32.29K | 0.00% | 32.29K | $2.34M |
Drw securities | 6.37K | 0.01% | 6.37K | $465.49K |
Sold Out
Holder | Change |
---|---|
Claris advisors, llc / mo / | -1.00 |
Newedge advisors | -1.00 |
Global financial private client | -4.00 |
Stephens consulting | -5.00 |
Bell investment advisors | -8.00 |
Institutional Ownership Trends
Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
---|---|---|---|---|---|---|---|---|---|---|
Jun 30, 2025 | 167 | -2.91% | 11,017,356 | 1.49% | 41 | 2.57% | 85 | 8.97% | 56 | -3.45% |
Mar 31, 2025 | 3 | -98.19% | 19,357 | -99.81% | - | 0.00% | 1 | -98.63% | 2 | -96.72% |
Dec 31, 2024 | 160 | - | 9,919,630 | -3.17% | 36 | 2.54% | 70 | -12.50% | 60 | 25.00% |
Sep 30, 2024 | 159 | -1.24% | 10,238,554 | -0.91% | 38 | 2.58% | 79 | 1.28% | 48 | -12.73% |
Jun 30, 2024 | 158 | -4.82% | 10,317,079 | 0.72% | 38 | 2.64% | 76 | -7.32% | 54 | -8.47% |
Top Mutual Funds Shareholders
Holder | Shares | % Holding | Change |
---|---|---|---|
DFA US Small Cap Value I | 589.18K | 2.38% | - |
Vanguard Total Stock Mkt Idx Inv | 510.51K | 2.06% | -11.32K |
Avantis US Small Cap Value ETF | 479.80K | 1.94% | - |
Vanguard US Total Market Shares ETF | 510.39K | 1.90% | - |
Vanguard Small Cap Index | 391.66K | 1.58% | -2.52K |
iShares Russell 2000 ETF | 385.86K | 1.56% | -7.35K |
Vanguard Small Cap Value Index Inv | 251.96K | 1.02% | 330.00 |
First Trust SMID Cp Rising Div Achv ETF | 227.31K | 0.92% | -441.00 |
DFA US Targeted Value I | 224.53K | 0.91% | -13.02K |
Schwab Fundamental U.S. Small CompanyETF | 209.04K | 0.84% | - |
Recent Insider Transactions
Date | Name | Role | Activity | Value |
---|---|---|---|---|
Jun 06, 2025 | Patricia R. Weis Marital Trust | - | Sell | $124.91M |
Jun 06, 2025 | Weis Patricia G. Ross | - | Sell | $124.91M |
Jun 06, 2025 | Weis Patricia G. Ross | - | Sell | $15.09M |
May 13, 2024 | Gleeson Robert G. | SVP, Merchandising & Marketing | Buy | $6.66K |
May 10, 2024 | Lauth Edward John III | - | Buy | $99.09K |
Insider Transactions Trends
Date | Buy | Sell |
---|---|---|
2024 Q2 | 2 | - |
2024 Q1 | - | - |
2023 Q4 | 1 | - |
2023 Q2 | 1 | - |
2021 Q4 | 2 | - |
WMK Ownership FAQ
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