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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 17.23% institutional investors, 17.29% insiders, and 65.48% retail investors. Northwestern mutual wealth management is the largest institutional shareholder, holding 6.90% of WVVI shares. CL 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 Vineyards17.23%17.29%65.48%
SectorConsumer Defensive Stocks 33.19%16.40%50.41%
IndustryBeverages - Wineries & Distilleries Stocks 88.84%13.03%-1.87%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Northwestern mutual wealth management342.36K6.90%$3.63M
Vanguard group224.81K4.53%$685.68K
Renaissance68.65K1.38%$209.39K
Next capital management54.80K1.10%$167.14K
Geode capital management38.00K0.77%$115.94K
Dimensional fund advisors lp31.30K0.63%$95.48K
Teton advisors23.00K0.46%$127.65K
Gabelli funds20.00K0.40%$61.00K
Creative planning15.60K0.31%$56.78K
Clearview wealth advisors15.52K0.31%$56.51K

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
Teton advisors23.00K0.08%$127.65K
Next capital management54.80K0.05%$167.14K
Clearview wealth advisors15.52K0.04%$56.51K
James investment research12.92K0.00%$39.41K
Northwestern mutual wealth management342.36K0.00%$3.63M
Clarity asset management700.000.00%$2.50K
Gabelli funds20.00K0.00%$61.00K
Renaissance68.65K0.00%$209.39K
Newedge advisors12.92K0.00%$46.13K
Wolff wiese magana144.000.00%$440.00

Top Buyers

HolderShares% AssetsChange
Northwestern mutual wealth management342.36K0.00%342.04K
Geode capital management38.00K-823.00
Wells fargo & company/mn7.50K-800.00
Tower research capital llc (trc)1.19K0.00%622.00
Blackrock funding, inc. /de10.91K-450.00

Top Sellers

HolderShares% AssetsChange
Freegulliver---102.57K
Susquehanna group, llp---15.69K
Wedbush securities---10.10K
De lisle partners llp---10.00K
Raymond james financial---7.36K

Sold Out

HolderChange
Jpmorgan chase-8.00
Royal bank of canada-100.00
Ameritas advisory services-225.00
Innealta capital-280.00
Kestra advisory services-300.00

Institutional Ownership Trends

DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
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%
Mar 31, 2025378.82%638,80610.51%129.49%1385.71%5-
Dec 31, 202420-39.39%431,218-28.90%85.82%4-4-33.33%

Top Mutual Funds Shareholders

HolderShares% HoldingChange
CL Disciplined Growth Private247.00K4.98%-
CI Disciplined Growth Private247.00K4.98%-
Vanguard US Total Market Shares ETF152.43K3.07%-
Vanguard Total Stock Mkt Idx Inv149.17K3.00%-
Vanguard Institutional Extnd Mkt Idx Tr49.72K1.00%-
TETON Westwood Mighty Mites AAA23.00K0.46%-41.00
Gabelli Small Cap Growth AAA20.00K0.40%-36.00
Fidelity Extended Market Index19.83K0.40%-38.00
iShares Micro-Cap ETF11.49K0.23%1.47K
T. Rowe Price Extended Equity Market Idx10.85K0.22%-

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 17.23%, followed by 17.29% insiders and 65.48% retail investors. The average institutional ownership in Willamette Valley Vineyards's industry, Beverages - Wineries & Distilleries Stocks , is 88.84%, which Willamette Valley Vineyards falls below.

Who owns the most shares of Willamette Valley Vineyards?

Willamette Valley Vineyards’s largest shareholders are Northwestern mutual wealth management (342.36K shares, 6.90%), Vanguard group (224.81K shares, 4.53%), and Renaissance (68.65K shares, 1.38%). Together, they hold 12.81% 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?

CL 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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