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Winmark Corp

WINA
Exchange
Nasdaq
Industry
Retail-Miscellaneous Retail
SEC CIK
0000908315

No open-market purchases or sales by Winmark Corp insiders were filed in the last 90 days; 216 institutions reported holding it in 13F filings for Q2 2026, worth $1.36B in total; no superinvestor holds it.

13F holders, Q2 2021

Institutional positions in Winmark Corp as of Jun 30, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
90
−9 vs. Q1 2021
Shares held
2.75M
−43.1K (−1.5%) vs. Q1 2021
Total value
$527.9M
+$7.66M (+1.5%) vs. Q1 2021
New holders
7
29 more added
Sold out
16
27 more reduced

Compare with Q1 2021: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting WINA on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ2 2021: 90 institutions
Q1 2021: 99 institutionsQ2 2021: 90 institutionsQ3 2021: 90 institutionsQ4 2021: 101 institutionsQ1 2022: 103 institutionsQ2 2022: 114 institutionsQ3 2022: 119 institutionsQ4 2022: 129 institutionsQ1 2023: 139 institutionsQ2 2023: 149 institutionsQ3 2023: 142 institutionsQ4 2023: 167 institutionsQ1 2024: 170 institutionsQ2 2024: 167 institutionsQ3 2024: 176 institutionsQ4 2024: 185 institutionsQ1 2025: 196 institutionsQ2 2025: 214 institutionsQ3 2025: 217 institutionsQ4 2025: 225 institutionsQ1 2026: 230 institutionsQ2 2026: 216 institutions
Value heldQ2 2021: $527.9M
Q1 2021: $520.3MQ2 2021: $527.9MQ3 2021: $589.2MQ4 2021: $669.7MQ1 2022: $562.1MQ2 2022: $485.4MQ3 2022: $535.1MQ4 2022: $564.9MQ1 2023: $789.7MQ2 2023: $817.3MQ3 2023: $922.8MQ4 2023: $1.07BQ1 2024: $928.3MQ2 2024: $928.1MQ3 2024: $1.02BQ4 2024: $1.05BQ1 2025: $860.5MQ2 2025: $1.11BQ3 2025: $1.49BQ4 2025: $1.22BQ1 2026: $1.39BQ2 2026: $1.36B
Institutions holding WINA and their total value by quarter
QuarterHoldersValue
Q2 2026216$1.36B
Q1 2026230$1.39B
Q4 2025225$1.22B
Q3 2025217$1.49B
Q2 2025214$1.11B
Q1 2025196$860.5M
Q4 2024185$1.05B
Q3 2024176$1.02B
Q2 2024167$928.1M
Q1 2024170$928.3M
Q4 2023167$1.07B
Q3 2023142$922.8M
Q2 2023149$817.3M
Q1 2023139$789.7M
Q4 2022129$564.9M
Q3 2022119$535.1M
Q2 2022114$485.4M
Q1 2022103$562.1M
Q4 2021101$669.7M
Q3 202190$589.2M
Q2 202190$527.9M
Q1 202199$520.3M

Institutions, Q2 2021

Shares, value and share of portfolio for each institution holding Winmark Corp; share changes are against Q1 2021.

Institutions holding WINA in Q2 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Bessemer Group Inc7$1.00K0.00%00.0%Unchanged
Signaturefd, LLC11$2.00K0.00%00.0%Unchanged
Nisa Investment Advisors, LLC20$4.00K0.00%00.0%Unchanged
Savior LLC33$6.00K0.01%00.0%Unchanged
Kistler-Tiffany Companies, LLC48$9.00K0.00%00.0%Unchanged
Parallel Advisors, LLC47$9.00K0.00%00.0%Unchanged
Quadrant Capital Group LLC63$12.0K0.00%+63New
Zions Bancorporation, N.A.98$19.0K0.00%00.0%Unchanged
BNP Paribas Arbitrage, SA138$26.5K0.00%−885−86.5%Reduced
Copeland Capital Management, LLC162$31.0K0.00%+162New
FIL Ltd170$33.0K0.00%00.0%Unchanged
Macquarie Group Ltd177$34.0K0.00%00.0%Unchanged
Great West Life Assurance Co199$38.0K0.00%00.0%Unchanged
Advisor Group Holdings, Inc.231$44.0K0.00%00.0%Unchanged
Captrust Financial Advisors250$48.0K0.00%00.0%Unchanged
Lazard Asset Management LLC274$52.0K0.00%+274New
Ameritas Investment Partners, Inc.277$53.0K0.00%+54+24.2%Added
Tower Research Capital LLC (TRC)295$57.0K0.00%−7−2.3%Reduced
UBS Group AG346$66.0K0.00%−17,503−98.1%Reduced
Marquette Asset Management, LLC624$120.0K0.03%00.0%Unchanged
Legal & General Group Plc653$125.0K0.00%−65−9.1%Reduced
Credential Qtrade Securities Inc.666$127.9K0.01%+78+13.3%Added
First Manhattan Co700$134.0K0.00%00.0%Unchanged
AdvisorNet Financial, Inc875$168.0K0.01%00.0%Unchanged
Metropolitan Life Insurance Co877$168.5K0.00%00.0%Unchanged
Cannell Capital LLC900$173.0K0.03%+900New
Citigroup Inc908$174.0K0.00%−3−0.3%Reduced
Morgan Stanley1,021$196.0K0.00%+251+32.6%Added
Man Group plc1,109$213.0K0.00%−100−8.3%Reduced
Goldman Sachs Group Inc1,111$213.0K0.00%−42−3.6%Reduced
MetLife Investment Management1,140$219.0K0.00%00.0%Unchanged
Voya Investment Management LLC1,241$238.0K0.00%−76−5.8%Reduced
Invesco Ltd.1,238$238.0K0.00%−63−4.8%Reduced
Royal Bank of Canada1,275$245.0K0.00%+165+14.9%Added
Martingale Asset Management L P1,301$251.0K0.00%−100−7.1%Reduced
Bank of America Corp1,397$268.0K0.00%−2,135−60.4%Reduced
Millennium Management LLC1,477$284.0K0.00%+1,477New
California Public Employees Retirement System1,490$286.0K0.00%−4,610−75.6%Reduced
American International Group, Inc.1,977$380.0K0.00%+226+12.9%Added
Barclays PLC1,989$382.0K0.00%−520−20.7%Reduced
Manufacturers Life Insurance Company, The2,106$405.0K0.00%+302+16.7%Added
Jane Street Group, LLC2,137$410.0K0.00%+2,137New
Deutsche Bank AG2,140$411.0K0.00%+169+8.6%Added
IndexIQ Advisors LLC2,170$417.0K0.01%−2−0.1%Reduced
Creative Planning2,500$480.0K0.00%00.0%Unchanged
UBS Asset Management Americas Inc2,534$486.7K0.00%+205+8.8%Added
White Pine Capital LLC2,355$496.0K0.15%00.0%Unchanged
Victory Capital Management Inc2,712$521.0K0.00%+457+20.3%Added
Schwarz Dygos Wheeler Investment Advisors LLC2,825$543.0K0.20%00.0%Unchanged
US Bancorp3,390$651.0K0.00%00.0%Unchanged
Credit Suisse AG3,789$728.0K0.00%+311+8.9%Added
Panagora Asset Management Inc3,908$751.0K0.00%+1,828+87.9%Added
Seizert Capital Partners, LLC4,359$837.0K0.04%+2,238+105.5%Added
California State Teachers Retirement System4,869$935.0K0.00%+340+7.5%Added
Anchor Capital Advisors LLC4,962$953.0K0.02%−53−1.1%Reduced
Susquehanna International Group, LLP5,352$1.03M0.00%−230−4.1%Reduced
Laurus Investment Counsel Inc.4,320$1.03M0.32%00.0%Unchanged
Swiss National Bank6,700$1.29M0.00%00.0%Unchanged
Two Sigma Advisers, LP6,800$1.31M0.00%−6,400−48.5%Reduced
Rhumbline Advisers7,224$1.39M0.00%−236−3.2%Reduced
Western Standard LLC9,115$1.75M1.04%−9,630−51.4%Reduced
JPMorgan Chase & Co9,185$1.76M0.00%−4,337−32.1%Reduced
Envoi LLC9,337$1.79M4.14%00.0%Unchanged
Wells Fargo & Company9,361$1.80M0.00%+20.0%Added
Los Angeles Capital Management LLC10,863$2.09M0.01%+336+3.2%Added
AQR Capital Management LLC12,765$2.45M0.00%+163+1.3%Added
New York State Common Retirement Fund13,031$2.50M0.00%−1,255−8.8%Reduced
Legato Capital Management LLC15,514$2.98M0.42%+2,292+17.3%Added
Commonwealth Equity Services, LLC15,906$3.06M0.01%+15,906New
Nuveen Asset Management, LLC17,522$3.37M0.00%−1,258−6.7%Reduced
Bank of New York Mellon Corp19,042$3.66M0.00%−490−2.5%Reduced
Charles Schwab Investment Management Inc21,615$4.15M0.00%+1,232+6.0%Added
Citadel Advisors LLC23,307$4.48M0.00%+3,989+20.6%Added
Arrowstreet Capital, Limited Partnership28,072$5.39M0.01%00.0%Unchanged
Northern Trust Corp37,688$7.24M0.00%+3,560+10.4%Added
Northwest & Ethical Investments L.P.53,882$10.3M0.34%+7,400+15.9%Added
Geode Capital Management, LLC54,940$10.6M0.00%+4,220+8.3%Added
AltraVue Capital, LLC60,851$11.7M2.07%+6,164+11.3%Added
State Street Corp73,141$14.0M0.00%+4,730+6.9%Added
FMR LLC80,047$15.4M0.00%00.0%Unchanged
William Blair Investment Management, LLC94,865$18.2M0.06%−3,825−3.9%Reduced
Dimensional Fund Advisors LP131,164$25.2M0.01%−2,505−1.9%Reduced
QV Investors Inc.134,998$25.9M1.58%+7,400+5.8%Added
Vanguard Group Inc147,188$28.3M0.00%+2,482+1.7%Added
Renaissance Technologies LLC169,538$32.6M0.04%−5,395−3.1%Reduced
Nine Ten Capital Management LLC190,875$36.7M3.94%00.0%Unchanged
Port Capital LLC205,967$39.6M2.06%+7,165+3.6%Added
BlackRock Inc.234,961$45.1M0.00%+9,697+4.3%Added
Price T Rowe Associates Inc372,487$71.5M0.01%−850.0%Reduced
Mawer Investment Management Ltd.385,948$74.1M0.37%+27,800+7.8%Added
Advisory Research Inc0$00.00%−27,596−100.0%Sold out
Comerica Bank0$00.00%−23,143−100.0%Sold out
LPL Financial LLC0$00.00%−16,784−100.0%Sold out
Two Sigma Investments, LP0$00.00%−11,688−100.0%Sold out
Denali Advisors LLC0$00.00%−3,900−100.0%Sold out
Susquehanna Fundamental Investments, LLC0$00.00%−3,000−100.0%Sold out
Trexquant Investment LP0$00.00%−2,815−100.0%Sold out
PDT Partners, LLC0$00.00%−2,790−100.0%Sold out
Permanens Capital L.P.0$00.00%−2,560−100.0%Sold out
D. E. Shaw & Co., Inc.0$00.00%−2,431−100.0%Sold out