WINA: Winmark Corp insider trading, 5% holders and institutional ownership
From public SEC filings: open-market insider purchases and sales (Form 4, last 180 days), holders of 5% or more (Schedules 13D and 13G) and institutional ownership (Form 13F). Insider and 5% data delayed 48 hours.
Insider trading
0 open-market buys totaling - and 0 sales totaling - in the last 180 days.
Activist and 5% holders
| Filed | What | Holder | Stake | Change | Filing |
|---|---|---|---|---|---|
| 2026-07-27 | New 13G stake | First Trust Portfolios L.P. | 5.32% | SEC |
Institutional ownership (Q2 2026)
217 institutions reported holding $1.34B of Winmark Corp on Form 13F (231 the quarter before). 20 opened a new position and 34 sold out. Shares held by institutions: -1%.
| Largest holders | Shares | Value |
|---|---|---|
| BlackRock, Inc. | 489,771 | $207.21M |
| NEUBERGER BERMAN GROUP LLC | 286,587 | $121.25M |
| RENAISSANCE TECHNOLOGIES LLC | 204,412 | $86.48M |
| FIRST TRUST ADVISORS LP | 175,481 | $74.24M |
| AltraVue Capital, LLC | 172,363 | $72.92M |
| VANGUARD CAPITAL MANAGEMENT LLC | 139,932 | $59.20M |
| STATE STREET CORP | 130,360 | $55.15M |
| JACOBS LEVY EQUITY MANAGEMENT, INC | 92,300 | $39.05M |
| Fisher Asset Management, LLC | 92,208 | $39.01M |
| Port Capital LLC | 86,767 | $36.71M |
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