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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 12.56% institutional investors, 17.29% insiders, and 70.15% 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 Vineyards12.56%17.29%70.15%
SectorConsumer Defensive Stocks 43.43%16.04%40.53%
IndustryBeverages - Wineries & Distilleries Stocks 205.56%13.40%-118.95%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Vanguard group224.81K4.53%$818.32K
Freegulliver102.57K2.07%$373.37K
Renaissance72.15K1.45%$257.58K
Next capital management54.80K1.10%$199.47K
Geode capital management37.18K0.75%$135.38K
Dimensional fund advisors lp32.44K0.65%$118.08K
Teton advisors23.00K0.46%$127.65K
Gabelli funds20.00K0.40%$71.40K
Creative planning15.60K0.31%$56.78K
Clearview wealth advisors15.52K0.31%$56.51K

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
Freegulliver102.57K0.17%$373.37K
Teton advisors23.00K0.08%$127.65K
Next capital management54.80K0.07%$199.47K
Clearview wealth advisors15.52K0.04%$56.51K
James investment research12.92K0.01%$46.13K
Clarity asset management700.000.00%$2.50K
Gabelli funds20.00K0.00%$71.40K
Renaissance72.15K0.00%$257.58K
Wolff wiese magana144.000.00%$525.00
Newedge advisors12.92K0.00%$46.13K

Top Buyers

HolderShares% AssetsChange
Wells fargo & company/mn7.50K-800.00
Tower research capital llc (trc)1.19K0.00%622.00
Freegulliver102.57K0.17%604.00
Blackrock funding, inc. /de10.46K-300.00
Geode capital management37.18K-149.00

Top Sellers

HolderShares% AssetsChange
Susquehanna group, llp---15.69K
Wedbush securities---10.10K
De lisle partners llp---10.00K
Raymond james financial---7.36K
Blackrock4.51K--6.26K

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 %
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%
Sep 30, 202433-2.94%606,507-0.72%128.07%4-60.00%620.00%

Top Mutual Funds Shareholders

HolderShares% HoldingChange
CI Disciplined Growth Private247.00K4.98%-
Vanguard US Total Market Shares ETF152.43K3.07%-
Vanguard Total Stock Mkt Idx Inv149.17K3.00%-3.26K
Vanguard Institutional Extnd Mkt Idx Tr49.72K1.00%-22.66K
TETON Westwood Mighty Mites AAA23.04K0.46%41.00
Fidelity Extended Market Index20.13K0.41%-166.00
Gabelli Small Cap Growth AAA20.04K0.40%36.00
T. Rowe Price Extended Equity Market Idx10.85K0.22%-
VT De Lisle America B USD10.00K0.20%-
iShares Micro-Cap ETF9.46K0.19%-

Recent Insider Transactions

DateNameRoleActivityValue
Nov 24, 2025TUREL STANLEY G-Buy$4.92K
Nov 24, 2025TUREL STANLEY G-Buy$261.00
Nov 21, 2025BERNAU JAMES W PresidentBuy$7.80K
Nov 21, 2025BERNAU JAMES W PresidentBuy$1.58K
Nov 21, 2025BERNAU JAMES W PresidentBuy$1.29K

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 12.56%, followed by 17.29% insiders and 70.15% retail investors. The average institutional ownership in Willamette Valley Vineyards's industry, Beverages - Wineries & Distilleries Stocks , is 205.56%, 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%), Freegulliver (102.57K shares, 2.07%), and Renaissance (72.15K shares, 1.45%). Together, they hold 8.05% 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?

Freegulliver is Willamette Valley Vineyards’s biggest shareholder by percentage of total assets invested, with 0.17% of its assets in 102.57K Willamette Valley Vineyards shares, valued at 373.37K$.

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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