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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, Q4 2021

Institutional positions in Winmark Corp as of Dec 31, 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
101
+11 vs. Q3 2021
Shares held
2.70M
−42.5K (−1.6%) vs. Q3 2021
Total value
$669.7M
+$80.4M (+13.7%) vs. Q3 2021
New holders
14
37 more added
Sold out
3
26 more reduced

Compare with Q3 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 holdersQ4 2021: 101 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 heldQ4 2021: $669.7M
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, Q4 2021

Shares, value and share of portfolio for each institution holding Winmark Corp; share changes are against Q3 2021.

Institutions holding WINA in Q4 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Mawer Investment Management Ltd.386,155$95.9M0.43%+1,355+0.4%Added
Price T Rowe Associates Inc372,324$92.4M0.01%+323+0.1%Added
BlackRock Inc.232,672$57.8M0.00%−358−0.2%Reduced
Nine Ten Capital Management LLC190,675$47.3M4.92%−200−0.1%Reduced
Renaissance Technologies LLC162,852$40.4M0.05%−4,979−3.0%Reduced
Vanguard Group Inc148,081$36.8M0.00%−5,320−3.5%Reduced
QV Investors Inc.134,998$33.5M2.33%00.0%Unchanged
Dimensional Fund Advisors LP128,851$32.0M0.01%−1,297−1.0%Reduced
Port Capital LLC122,520$30.4M1.87%−87,899−41.8%Reduced
William Blair Investment Management, LLC96,387$23.9M0.06%+843+0.9%Added
FMR LLC80,000$19.9M0.00%00.0%Unchanged
AltraVue Capital, LLC73,701$18.3M2.42%+6,850+10.2%Added
State Street Corp73,464$18.2M0.00%+624+0.9%Added
Geode Capital Management, LLC55,906$13.9M0.00%+773+1.4%Added
Northwest & Ethical Investments L.P.53,882$13.4M0.40%00.0%Unchanged
Northern Trust Corp35,792$8.89M0.00%−311−0.9%Reduced
Arrowstreet Capital, Limited Partnership26,479$6.57M0.01%−1,593−5.7%Reduced
Charles Schwab Investment Management Inc22,195$5.51M0.00%+262+1.2%Added
Citadel Advisors LLC20,471$5.08M0.01%+700+3.5%Added
Bank of New York Mellon Corp18,727$4.65M0.00%−1,129−5.7%Reduced
Eagle Asset Management Inc16,811$4.11M0.02%+16,811New
Legato Capital Management LLC15,722$3.90M0.72%+1,680+12.0%Added
Nuveen Asset Management, LLC14,824$3.61M0.00%−1,007−6.4%Reduced
New York State Common Retirement Fund14,344$3.56M0.00%+1,226+9.3%Added
Commonwealth Equity Services, LLC13,106$3.25M0.01%−2,000−13.2%Reduced
Envoi LLC12,137$3.01M7.49%+2,800+30.0%Added
AQR Capital Management LLC10,739$2.67M0.00%−1,206−10.1%Reduced
Rhumbline Advisers10,499$2.61M0.00%−53−0.5%Reduced
JPMorgan Chase & Co10,051$2.50M0.00%+2,966+41.9%Added
Wells Fargo & Company9,337$2.32M0.00%−508−5.2%Reduced
Los Angeles Capital Management LLC8,811$2.19M0.01%−1,102−11.1%Reduced
Allspring Global Investments Holdings, LLC7,950$1.97M0.00%+7,950New
Laurus Investment Counsel Inc.5,030$1.60M0.41%00.0%Unchanged
Swiss National Bank6,400$1.59M0.00%−200−3.0%Reduced
Fiera Capital Corp5,500$1.37M0.00%+5,500New
Anchor Capital Advisors LLC4,664$1.16M0.02%−203−4.2%Reduced
Man Group plc4,347$1.08M0.00%+1,882+76.3%Added
California State Teachers Retirement System4,329$1.07M0.00%−45−1.0%Reduced
Barclays PLC4,202$1.04M0.00%+2,786+196.8%Added
Seizert Capital Partners, LLC4,156$1.03M0.05%00.0%Unchanged
Two Sigma Advisers, LP4,100$1.02M0.00%+500+13.9%Added
Panagora Asset Management Inc3,904$969.0K0.01%−4−0.1%Reduced
Credit Suisse AG3,845$954.0K0.00%+91+2.4%Added
Martingale Asset Management L P3,601$895.0K0.01%00.0%Unchanged
US Bancorp3,396$843.0K0.00%00.0%Unchanged
Schwarz Dygos Wheeler Investment Advisors LLC3,325$826.0K0.28%00.0%Unchanged
Invesco Ltd.2,775$689.0K0.00%+1,320+90.7%Added
UBS Asset Management Americas Inc2,534$629.2K0.00%00.0%Unchanged
Creative Planning2,500$621.0K0.00%00.0%Unchanged
Victory Capital Management Inc2,397$595.0K0.00%−159−6.2%Reduced
IndexIQ Advisors LLC2,333$579.0K0.02%−79−3.3%Reduced
White Pine Capital LLC2,235$555.0K0.16%−120−5.1%Reduced
Bank of America Corp2,216$550.0K0.00%+538+32.1%Added
Cannell Capital LLC2,200$546.0K0.09%+200+10.0%Added
TrimTabs Asset Management, LLC2,148$533.0K0.26%+2,148New
Deutsche Bank AG2,143$532.0K0.00%+109+5.4%Added
American International Group, Inc.1,839$457.0K0.00%−56−3.0%Reduced
HRT Financial LP1,810$449.0K0.00%+749+70.6%Added
Manufacturers Life Insurance Company, The1,805$448.0K0.00%−4−0.2%Reduced
UBS Group AG1,740$432.0K0.00%+1,059+155.5%Added
Voya Investment Management LLC1,343$333.0K0.00%+36+2.8%Added
Legal & General Group Plc1,280$317.0K0.00%+33+2.6%Added
Morgan Stanley1,273$316.0K0.00%+303+31.2%Added
Knightsbridge Asset Management, LLC1,214$302.0K0.10%+160+15.2%Added
Citigroup Inc1,181$293.0K0.00%+75+6.8%Added
MetLife Investment Management1,140$283.1K0.00%00.0%Unchanged
Goldman Sachs Group Inc1,103$274.0K0.00%+38+3.6%Added
BNP Paribas Arbitrage, SA1,096$272.1K0.00%+315+40.3%Added
Algert Global LLC1,096$272.0K0.03%+10+0.9%Added
Murphy Pohlad Asset Management LLC1,000$248.0K0.10%00.0%Unchanged
Royal Bank of Canada944$234.0K0.00%+126+15.4%Added
Metropolitan Life Insurance Co931$231.2K0.00%00.0%Unchanged
DGS Capital Management, LLC902$224.0K0.14%+902New
Alberta Investment Management Corp889$221.0K0.00%+889New
LPL Financial LLC871$216.0K0.00%+871New
Strong Tower Advisory Services851$211.0K0.11%+851New
Principal Financial Group Inc845$210.0K0.00%+845New
Jupiter Asset Management Ltd866$210.0K0.00%+866New
Alliancebernstein L.P.830$206.0K0.00%+830New
Credential Qtrade Securities Inc.791$196.4K0.01%+60+8.2%Added
First Manhattan Co700$173.0K0.00%00.0%Unchanged
Marquette Asset Management, LLC624$155.0K0.03%00.0%Unchanged
Nisa Investment Advisors, LLC620$134.0K0.00%+600+3,000.0%Added
Ameritas Investment Partners, Inc.277$69.0K0.00%00.0%Unchanged
Captrust Financial Advisors250$62.0K0.00%00.0%Unchanged
Advisor Group Holdings, Inc.230$57.0K0.00%−1−0.4%Reduced
Great West Life Assurance Co199$49.0K0.00%00.0%Unchanged
Quantbot Technologies LP200$49.0K0.00%00.0%Unchanged
Macquarie Group Ltd177$44.0K0.00%00.0%Unchanged
Copeland Capital Management, LLC166$41.0K0.00%+4+2.5%Added
Signet Financial Management, LLC114$28.0K0.00%+114New
Guardian Wealth Management, Inc.111$27.0K0.03%+111New
Zions Bancorporation, N.A.98$24.0K0.00%00.0%Unchanged
State of Wyoming65$16.0K0.01%+6+10.2%Added
Quadrant Capital Group LLC61$15.0K0.00%00.0%Unchanged
Kistler-Tiffany Companies, LLC48$12.0K0.00%00.0%Unchanged
Parallel Advisors, LLC50$12.0K0.00%+3+6.4%Added
Tower Research Capital LLC (TRC)39$9.00K0.00%−17−30.4%Reduced
Signaturefd, LLC27$7.00K0.00%+11+68.8%Added
Bessemer Group Inc7$2.00K0.00%00.0%Unchanged