WINA Institutional Ownership & Shareholders
WINMARK CORP (WINA) is currently held by 201 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $1.34B based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Blackrock, Inc. is currently the largest disclosed institutional shareholder of WINA tracked by InsiderSet, reporting ownership valued at approximately $207.21M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $138.68M, representing an estimated loss of -33.07% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 59% of the total disclosed WINA value among the investors covered in this analysis. Major shareholders include Blackrock, Inc., Neuberger Berman Group Llc, Renaissance Technologies LLC, and several other long-term asset managers with concentrated positions in WINMARK CORP (WINA).
This page ranks the largest institutional WINA shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
201
Total Reported Value
$1.34B
Largest Holder
Blackrock, Inc.
Largest Position
$207.21M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
47
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Blackrock, Inc. | 0.00% | 489,771 | $207,212,325 | $138,683,556 | -$68,528,769 | -33.07% | |
| Neuberger Berman Group Llc | 0.09% | 292,837 | $118,581,415 | $82,919,725 | -$35,661,690 | -30.07% | |
| Renaissance Technologies LLC | Jim Simons | 0.12% | 204,412 | $86,482,629 | $57,881,302 | -$28,601,327 | -33.07% |
| First Trust Advisors Lp | 0.04% | 175,481 | $74,242,501 | $49,689,200 | -$24,553,301 | -33.07% | |
| Altravue Capital, Llc | 5.26% | 172,363 | $72,923,355 | $48,806,307 | -$24,117,048 | -33.07% | |
| Vanguard Capital Management Llc | 0.00% | 139,932 | $59,202,431 | $39,623,145 | -$19,579,286 | -33.07% | |
| State Street Corp | 0.00% | 130,360 | $55,152,709 | $36,912,738 | -$18,239,971 | -33.07% | |
| Jacobs Levy Equity Management, Inc | 0.14% | 92,300 | $39,050,284 | $26,135,668 | -$12,914,616 | -33.07% | |
| Fisher Asset Management, Llc | 0.01% | 92,208 | $39,011,360 | $26,109,617 | -$12,901,743 | -33.07% | |
| Port Capital Llc | 1.50% | 86,767 | $36,709,382 | $24,568,944 | -$12,140,438 | -33.07% | |
| Geode Capital Management, Llc | 0.00% | 86,022 | $36,400,702 | $24,357,990 | -$12,042,712 | -33.08% | |
| Nine Ten Capital Management Llc | 11.02% | 83,671 | $35,400,000 | $23,692,280 | -$11,707,720 | -33.07% | |
| Dimensional Fund Advisors Lp | 0.01% | 73,501 | $31,095,360 | $20,812,543 | -$10,282,817 | -33.07% | |
| Copeland Capital Management, Llc | 0.68% | 97,891 | $29,386,197 | $27,718,816 | -$1,667,381 | -5.67% | |
| Alliancebernstein L.P. | 0.01% | 62,878 | $26,883,489 | $17,804,534 | -$9,078,955 | -33.77% | |
| Vanguard Portfolio Management Llc | 0.00% | 59,524 | $25,183,414 | $16,854,816 | -$8,328,598 | -33.07% | |
| Select Equity Group, L.P. | 0.11% | 50,929 | $21,547,041 | $14,421,056 | -$7,125,985 | -33.07% | |
| Rockefeller Capital Management L.P. | 0.03% | 42,145 | $17,831,297 | $11,933,778 | -$5,897,519 | -33.07% | |
| Northern Trust Corp | 0.00% | 38,050 | $16,098,194 | $10,774,238 | -$5,323,956 | -33.07% | |
| Goldman Sachs Group Inc | 0.00% | 36,718 | $15,534,651 | $10,397,069 | -$5,137,582 | -33.07% | |
| Morgan Stanley | 0.00% | 35,992 | $15,228,010 | $10,191,495 | -$5,036,515 | -33.07% | |
| Bank Of New York Mellon Corp | 0.00% | 31,481 | $13,318,933 | $8,914,160 | -$4,404,773 | -33.07% | |
| Congress Asset Management Co | 0.08% | 41,942 | $12,590,544 | $11,876,297 | -$714,247 | -5.67% | |
| Allspring Global Investments Holdings, Llc | 0.02% | 29,043 | $12,287,512 | $8,223,816 | -$4,063,696 | -33.07% | |
| Charles Schwab Investment Management Inc | 0.00% | 26,906 | $11,383,390 | $7,618,703 | -$3,764,687 | -33.07% | |
| Schwartz Investment Counsel Inc | 0.35% | 33,875 | $10,168,936 | $9,592,045 | -$576,891 | -5.67% | |
| Victory Capital Management Inc | 0.01% | 21,465 | $9,081,412 | $6,078,029 | -$3,003,383 | -33.07% | |
| Envestnet Asset Management Inc | 0.00% | 21,004 | $8,886,334 | $5,947,493 | -$2,938,841 | -33.07% | |
| Kennedy Capital Management Llc | 0.15% | 20,043 | $8,479,792 | $5,675,376 | -$2,804,416 | -33.07% | |
| Vanguard Fiduciary Trust Co | 0.00% | 19,916 | $8,426,061 | $5,639,415 | -$2,786,646 | -33.07% | |
| Raymond James Financial Inc | 0.00% | 19,722 | $8,343,983 | $5,584,482 | -$2,759,501 | -33.07% | |
| Legato Capital Management Llc | 0.63% | 17,925 | $7,583,709 | $5,075,643 | -$2,508,066 | -33.07% | |
| Bessemer Group Inc | 0.01% | 17,501 | $7,404,000 | $4,955,583 | -$2,448,417 | -33.07% | |
| New York State Common Retirement Fund | 0.01% | 17,395 | $7,359,477 | $4,925,568 | -$2,433,909 | -33.07% | |
| Balyasny Asset Management L.P. | 0.01% | 15,598 | $6,599,202 | $4,416,730 | -$2,182,472 | -33.07% | |
| Bank Of America Corp | 0.00% | 15,421 | $6,524,215 | $4,366,610 | -$2,157,605 | -33.07% | |
| Ameriprise Financial Inc | 0.00% | 14,502 | $6,135,506 | $4,106,386 | -$2,029,120 | -33.07% | |
| Aptus Capital Advisors, Llc | 0.04% | 12,181 | $5,153,537 | $3,449,172 | -$1,704,365 | -33.07% | |
| Public Sector Pension Investment Board | 0.01% | 10,211 | $4,320,070 | $2,891,347 | -$1,428,723 | -33.07% | |
| Principal Financial Group Inc | 0.00% | 14,247 | $4,276,807 | $4,034,181 | -$242,626 | -5.67% | |
| Rhumbline Advisers | 0.00% | 10,014 | $4,236,709 | $2,835,564 | -$1,401,145 | -33.07% | |
| Creative Planning | 0.00% | 13,682 | $4,107,291 | $3,874,195 | -$233,096 | -5.68% | |
| Wells Fargo & Company/Mn | 0.00% | 9,209 | $3,896,132 | $2,607,620 | -$1,288,512 | -33.07% | |
| Russell Investments Group, Ltd. | 0.00% | 8,552 | $3,618,764 | $2,421,584 | -$1,197,180 | -33.08% | |
| Ubs Group Ag | 0.00% | 8,403 | $3,555,141 | $2,379,393 | -$1,175,748 | -33.07% | |
| Vident Advisory, Llc | 0.03% | 8,352 | $3,533,564 | $2,364,952 | -$1,168,612 | -33.07% | |
| Aqr Capital Management Llc | 0.00% | 7,948 | $3,362,726 | $2,250,556 | -$1,112,170 | -33.07% | |
| Nuveen, Llc | 0.00% | 7,733 | $3,271,678 | $2,189,676 | -$1,082,002 | -33.07% | |
| Royal Bank Of Canada | 0.00% | 7,598 | $3,214,000 | $2,151,450 | -$1,062,550 | -33.06% | |
| Two Sigma Investments, Lp | 0.00% | 7,393 | $3,127,830 | $2,093,402 | -$1,034,428 | -33.07% |
Frequently asked questions about WINA
Who are the largest institutional holders of WINA?
The largest institutional holders of WINA reported in the latest SEC Form 13F filings include Blackrock, Inc., Neuberger Berman Group Llc, Renaissance Technologies LLC, First Trust Advisors Lp, and Altravue Capital, Llc. InsiderSet ranks institutional holders by their latest reported WINA position.
What is WINA institutional ownership?
This page tracks WINA positions reported by institutional investment managers through SEC Form 13F. WINMARK CORP (WINA) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own WINA?
InsiderSet currently tracks 201 institutional managers reporting WINA holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of WINA shareholders.
How much WINA stock do institutions own?
Institutional investment managers disclosed approximately $1.34B in WINA holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was WINA institutional ownership last updated?
The latest WINA institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional WINA holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its WINA position after the reporting date.
Are institutions buying or selling WINA?
Institutional buying and selling can be analyzed by comparing WINA positions across consecutive 13F reporting periods. InsiderSet's WINA Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View WINA ownership changes.
How has WINA institutional ownership changed over time?
InsiderSet tracks WINA institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.