Willamette Valley Vineyards Ownership | Who Owns Willamette Valley Vineyards?

Willamette Valley Vineyards Ownership Summary

Willamette Valley Vineyards is owned by 6.77% institutional investors, 17.71% insiders, and 75.52% retail investors. Vanguard group is the largest institutional shareholder, holding 4.53% of WVVI shares. CI Disciplined Growth Private is the top mutual fund, with 4.98% of its assets in Willamette Valley Vineyards shares.

WVVI Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	Willamette Valley Vineyards	6.77%	17.71%	75.52%
Sector	Consumer Defensive Stocks	33.57%	17.09%	49.33%
Industry	Beverages - Wineries & Distilleries Stocks	21.34%	11.60%	67.06%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Vanguard group	224.81K	4.53%	$685.68K
Renaissance	66.05K	1.33%	$169.75K
Next capital management	54.80K	1.10%	$140.84K
Geode capital management	36.71K	0.74%	$94.38K
Dimensional fund advisors lp	28.40K	0.57%	$73.00K
Vanguard fiduciary trust	25.92K	0.52%	$66.60K
Teton advisors	23.00K	0.46%	$127.65K
Gabelli funds	20.00K	0.40%	$51.40K
Ep wealth advisors	15.79K	0.32%	$40.59K
Creative planning	15.61K	0.31%	$40.12K

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Teton advisors	23.00K	0.08%	$127.65K
Next capital management	54.80K	0.04%	$140.84K
Clearview wealth advisors	15.52K	0.04%	$56.51K
James investment research	12.92K	0.00%	$33.21K
Financially speaking	100.00	0.00%	$257.00
Clarity asset management	700.00	0.00%	$1.80K
Renaissance	66.05K	0.00%	$169.75K
Gabelli funds	20.00K	0.00%	$51.40K
Ep wealth advisors	15.79K	0.00%	$40.59K
Newedge advisors	12.92K	0.00%	$46.13K

Top Buyers

Holder	Shares	% Assets	Change
Vanguard fiduciary trust	25.92K	-	25.92K
Blackrock funding, inc. /de	11.89K	-	975.00
Ubs group	1.52K	-	694.00
Tower research capital llc (trc)	1.77K	0.00%	463.00
Bank of america corp /de/	1.74K	-	136.00

Top Sellers

Holder	Shares	% Assets	Change
Northwestern mutual wealth management	-	-	-342.36K
Freegulliver	-	-	-102.57K
Citadel advisors	-	-	-20.69K
Susquehanna group, llp	-	-	-15.69K
Wedbush securities	-	-	-10.10K

New Positions

Holder	Shares	% Assets	Change	Value
Vanguard fiduciary trust	25.92K	-	25.92K	$66.60K

Sold Out

Holder	Change
Jpmorgan chase	-8.00
Ameritas advisory services	-225.00
Innealta capital	-280.00
Kestra advisory services	-300.00
Human investing	-800.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
Mar 31, 2026	15	-60.53%	336,347	-64.76%	6	1.83%	4	-71.43%	3	-50.00%
Dec 31, 2025	25	-34.21%	855,382	22.97%	17	8.78%	6	-40.00%	6	50.00%
Sep 30, 2025	24	-36.84%	623,367	-9.03%	12	6.59%	6	-53.85%	3	50.00%
Jun 30, 2025	39	5.41%	692,417	8.99%	13	8.52%	13	8.33%	2	-60.00%
Mar 31, 2025	37	8.82%	638,806	10.51%	12	9.49%	13	85.71%	5	-

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
CI Disciplined Growth Private	247.00K	4.98%	-
CL Disciplined Growth Private	247.00K	4.96%	-
Vanguard US Total Market Shares ETF	152.43K	3.07%	-
Vanguard Total Stock Mkt Idx Inv	149.17K	3.00%	-
Vanguard Institutional Extnd Mkt Idx Tr	49.72K	1.00%	-
TETON Westwood Mighty Mites AAA	20.50K	0.41%	-2.50K
Gabelli Small Cap Growth AAA	20.00K	0.40%	-
Fidelity Extended Market Index	17.79K	0.36%	-1.90K
iShares Micro-Cap ETF	11.41K	0.23%	-
T. Rowe Price Extended Equity Market Idx	10.85K	0.22%	-

Recent Insider Transactions

Date	Name	Role	Activity	Value
Dec 11, 2025	Osborn Michael Jordan	CEO	Buy	$26.19
Dec 11, 2025	Osborn Michael Jordan	CEO	Buy	$262.19
Dec 11, 2025	Osborn Michael Jordan	CEO	Buy	$26.82
Dec 11, 2025	Osborn Michael Jordan	CEO	Buy	$2.60K
Dec 11, 2025	Osborn Michael Jordan	CEO	Buy	$1.48K

Insider Transactions Trends

Date	Buy	Sell
2025 Q4	5	-
2025 Q3	5	-
2025 Q2	-	-
2025 Q1	2	-
2024 Q4	3	-

WVVI Ownership FAQ

Who Owns Willamette Valley Vineyards?

Willamette Valley Vineyards shareholders are primarily institutional investors at 6.77%, followed by 17.71% insiders and 75.52% retail investors. The average institutional ownership in Willamette Valley Vineyards's industry, Beverages - Wineries & Distilleries Stocks , is 21.34%, which Willamette Valley Vineyards falls below.

Who owns the most shares of Willamette Valley Vineyards?

Willamette Valley Vineyards’s largest shareholders are Vanguard group (224.81K shares, 4.53%), Renaissance (66.05K shares, 1.33%), and Next capital management (54.8K shares, 1.10%). Together, they hold 6.96% of Willamette Valley Vineyards’s total shares outstanding.

Does Blackrock own Willamette Valley Vineyards?

BlackRock is not among the top 10 institutional shareholders of Willamette Valley Vineyards.

Who is Willamette Valley Vineyards’s biggest shareholder by percentage of total assets invested?

Teton advisors is Willamette Valley Vineyards’s biggest shareholder by percentage of total assets invested, with 0.08% of its assets in 23K Willamette Valley Vineyards shares, valued at 127.65K$.

Who is the top mutual fund holder of Willamette Valley Vineyards shares?

CI Disciplined Growth Private is the top mutual fund holder of Willamette Valley Vineyards shares, with 4.98% of its total shares outstanding invested in 247K Willamette Valley Vineyards shares.

Try Tickergate Pro Free

Customize Everything. 100% Flexibility. Fast and Easy to Use (No code or Excel Needed)

Customize your own personal stocks lists, views and charts
Choose from hundreds of fields, up to 15 years of history
Conduct deep comparison analysis

Discover trending investment themes
Find your next best investment
Research stocks using tools