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Willamette Valley Vineyards Ownership | Who Owns Willamette Valley Vineyards?

OverviewRevenueFinancialsChart

Willamette Valley Vineyards Ownership Summary

Willamette Valley Vineyards is owned by 11.07% institutional investors, 18.31% insiders, and 70.62% 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

TypeName% Inst% Insiders% Retail
StockWillamette Valley Vineyards11.07%18.31%70.62%
SectorConsumer Defensive Stocks 52.60%17.13%30.27%
IndustryBeverages - Wineries & Distilleries Stocks 24.76%9.78%65.47%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Vanguard group224.81K4.53%$685.68K
Renaissance66.05K1.33%$169.75K
Next capital management54.80K1.10%$140.84K
Geode capital management36.71K0.74%$94.38K
Dimensional fund advisors lp28.40K0.57%$73.00K
Vanguard fiduciary trust25.92K0.52%$66.60K
Teton advisors23.00K0.46%$127.65K
Gabelli funds20.00K0.40%$51.40K
Ep wealth advisors15.79K0.32%$40.59K
Clearview wealth advisors15.52K0.31%$56.51K

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
Teton advisors23.00K0.08%$127.65K
Next capital management54.80K0.04%$140.84K
Clearview wealth advisors15.52K0.04%$56.51K
James investment research12.92K0.00%$33.21K
Financially speaking100.000.00%$257.00
Renaissance66.05K0.00%$169.75K
Gabelli funds20.00K0.00%$51.40K
Ep wealth advisors15.79K0.00%$40.59K
Newedge advisors12.92K0.00%$46.13K
Wolff wiese magana144.000.00%$371.00

Top Buyers

HolderShares% AssetsChange
Vanguard fiduciary trust25.92K-25.92K
Ubs group1.52K-694.00
Tower research capital llc (trc)1.77K0.00%463.00
Bank of america corp /de/1.74K-136.00
Advisor group100.00-100.00

Top Sellers

HolderShares% AssetsChange
Northwestern mutual wealth management---342.36K
Freegulliver---102.57K
Citadel advisors---20.69K
Susquehanna group, llp---15.69K
Creative planning---15.61K

New Positions

HolderShares% AssetsChangeValue
Vanguard fiduciary trust25.92K-25.92K$66.60K

Sold Out

HolderChange
Jpmorgan chase-8.00
Ameritas advisory services-225.00
Innealta capital-280.00
Kestra advisory services-300.00
Clarity asset management-700.00

Institutional Ownership Trends

DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
Jun 30, 2026362.86%551,272-2.71%118.55%1233.33%6-14.29%
Mar 31, 202615-60.53%336,347-64.76%61.83%4-71.43%3-50.00%
Dec 31, 202525-34.21%855,38222.97%178.78%6-40.00%650.00%
Sep 30, 202524-36.84%623,367-9.03%126.59%6-53.85%350.00%
Jun 30, 2025395.41%692,4178.99%138.52%138.33%2-60.00%

Top Mutual Funds Shareholders

HolderShares% HoldingChange
CI Disciplined Growth Private247.00K4.98%-
CL Disciplined Growth Private247.00K4.96%-
Vanguard US Total Market Shares ETF152.43K3.07%-
Vanguard MStar Total Stk Mkt Idx Invest149.17K3.00%-
Vanguard Morn Total Stk Mkt Idx Investor149.17K2.99%-
Vanguard Total Stock Mkt Idx Inv149.17K2.99%-
Vanguard Institutional Extnd Mkt Idx Tr49.72K1.00%-
Fidelity Extended Market Index20.53K0.41%2.81K
TETON Westwood Mighty Mites AAA20.50K0.41%-
Gabelli Small Cap Growth AAA20.00K0.40%-

Recent Insider Transactions

DateNameRoleActivityValue
Dec 11, 2025Osborn Michael Jordan CEOBuy$26.19
Dec 11, 2025Osborn Michael Jordan CEOBuy$262.19
Dec 11, 2025Osborn Michael Jordan CEOBuy$26.82
Dec 11, 2025Osborn Michael Jordan CEOBuy$2.60K
Dec 11, 2025Osborn Michael Jordan CEOBuy$1.48K

Insider Transactions Trends

DateBuySell
2025 Q45-
2025 Q35-
2025 Q2--
2025 Q12-
2024 Q43-

WVVI Ownership FAQ

Who Owns Willamette Valley Vineyards?

Willamette Valley Vineyards shareholders are primarily institutional investors at 11.07%, followed by 18.31% insiders and 70.62% retail investors. The average institutional ownership in Willamette Valley Vineyards's industry, Beverages - Wineries & Distilleries Stocks , is 24.76%, 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.

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