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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, Q1 2022

Institutional positions in Winmark Corp as of Mar 31, 2022. 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
103
+2 vs. Q4 2021
Shares held
2.55M
−142.4K (−5.3%) vs. Q4 2021
Total value
$562.1M
−$107.6M (−16.1%) vs. Q4 2021
New holders
12
30 more added
Sold out
10
44 more reduced

Compare with Q4 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 holdersQ1 2022: 103 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 heldQ1 2022: $562.1M
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, Q1 2022

Shares, value and share of portfolio for each institution holding Winmark Corp; share changes are against Q4 2021.

Institutions holding WINA in Q1 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Bessemer Group Inc7$2.00K0.00%00.0%Unchanged
Nisa Investment Advisors, LLC20$4.00K0.00%−600−96.8%Reduced
Federation des caisses Desjardins du Quebec25$5.50K0.00%+25New
Parallel Advisors, LLC42$9.00K0.00%−8−16.0%Reduced
Kistler-Tiffany Companies, LLC48$11.0K0.00%00.0%Unchanged
Signaturefd, LLC50$11.0K0.00%+23+85.2%Added
State of Wyoming67$15.0K0.01%+2+3.1%Added
UBS Group AG75$17.0K0.00%−1,665−95.7%Reduced
Vestcor Inc83$18.0K0.00%+83New
Quadrant Capital Group LLC91$20.0K0.00%+30+49.2%Added
Guardian Wealth Management, Inc.111$24.0K0.02%00.0%Unchanged
Great West Life Assurance Co109$25.0K0.00%−90−45.2%Reduced
Copeland Capital Management, LLC170$37.0K0.00%+4+2.4%Added
Quantbot Technologies LP176$38.0K0.00%−24−12.0%Reduced
Macquarie Group Ltd177$39.0K0.00%00.0%Unchanged
Northwestern Mutual Wealth Management Co183$40.0K0.00%+183New
Lazard Asset Management LLC215$47.0K0.00%+215New
Advisor Group Holdings, Inc.226$49.0K0.00%−4−1.7%Reduced
Metropolitan Life Insurance Co244$53.7K0.00%−687−73.8%Reduced
Tower Research Capital LLC (TRC)275$60.0K0.00%+236+605.1%Added
Ameritas Investment Partners, Inc.277$61.0K0.00%00.0%Unchanged
Citigroup Inc319$71.0K0.00%−862−73.0%Reduced
First Manhattan Co350$77.0K0.00%−350−50.0%Reduced
BNP Paribas Arbitrage, SA390$85.8K0.00%−706−64.4%Reduced
Amalgamated Bank470$103.0K0.00%+470New
Amalgamated Financial Corp.470$103.0K0.00%+470New
Royal Bank of Canada493$109.0K0.00%−451−47.8%Reduced
Barclays PLC577$127.0K0.00%−3,625−86.3%Reduced
Marquette Asset Management, LLC624$137.0K0.03%00.0%Unchanged
Credential Qtrade Securities Inc.854$187.9K0.01%+63+8.0%Added
HRT Financial LP953$209.0K0.00%−857−47.3%Reduced
Kestra Advisory Services, LLC951$209.0K0.00%+951New
Murphy Pohlad Asset Management LLC1,000$220.0K0.09%00.0%Unchanged
Goldman Sachs Group Inc1,113$245.0K0.00%+10+0.9%Added
Knightsbridge Asset Management, LLC1,267$279.0K0.09%+53+4.4%Added
Legal & General Group Plc1,281$281.0K0.00%+1+0.1%Added
Voya Investment Management LLC1,330$293.0K0.00%−13−1.0%Reduced
Manufacturers Life Insurance Company, The1,434$315.5K0.00%−371−20.6%Reduced
Algert Global LLC1,466$323.0K0.02%+370+33.8%Added
Morgan Stanley1,538$338.0K0.00%+265+20.8%Added
DGS Capital Management, LLC1,614$355.0K0.22%+712+78.9%Added
American International Group, Inc.1,719$378.0K0.00%−120−6.5%Reduced
IndexIQ Advisors LLC1,758$387.0K0.01%−575−24.6%Reduced
MetLife Investment Management1,827$401.9K0.00%+687+60.3%Added
Victory Capital Management Inc1,993$405.0K0.00%−404−16.9%Reduced
Parametric Portfolio Associates LLC1,845$406.0K0.00%+1,845New
Deutsche Bank AG1,923$423.0K0.00%−220−10.3%Reduced
Bank of America Corp2,196$483.0K0.00%−20−0.9%Reduced
Cannell Capital LLC2,200$484.0K0.07%00.0%Unchanged
TrimTabs Asset Management, LLC2,201$484.0K0.16%+53+2.5%Added
White Pine Capital LLC2,235$492.0K0.15%00.0%Unchanged
Exchange Traded Concepts, LLC2,290$504.0K0.01%+2,290New
Allspring Global Investments Holdings, LLC2,443$537.0K0.00%−5,507−69.3%Reduced
Penn Capital Management Co Inc2,341$541.0K0.06%+2,341New
Creative Planning2,500$550.0K0.00%00.0%Unchanged
UBS Asset Management Americas Inc2,534$557.5K0.00%00.0%Unchanged
Invesco Ltd.2,707$595.0K0.00%−68−2.5%Reduced
Two Sigma Advisers, LP3,200$704.0K0.00%−900−22.0%Reduced
Panagora Asset Management Inc3,224$709.0K0.00%−680−17.4%Reduced
Schwarz Dygos Wheeler Investment Advisors LLC3,325$732.0K0.25%00.0%Unchanged
US Bancorp3,396$747.0K0.00%00.0%Unchanged
Martingale Asset Management L P3,611$796.0K0.01%+10+0.3%Added
California State Teachers Retirement System3,930$865.0K0.00%−399−9.2%Reduced
Credit Suisse AG3,998$878.0K0.00%+153+4.0%Added
Seizert Capital Partners, LLC4,156$914.0K0.04%00.0%Unchanged
Anchor Capital Advisors LLC4,641$1.02M0.02%−23−0.5%Reduced
Laurus Investment Counsel Inc.5,030$1.11M0.42%00.0%Unchanged
Kennedy Capital Management, Inc.5,030$1.11M0.03%+5,030New
Man Group plc5,147$1.13M0.00%+800+18.4%Added
JPMorgan Chase & Co5,485$1.21M0.00%−4,566−45.4%Reduced
Swiss National Bank6,900$1.52M0.00%+500+7.8%Added
Los Angeles Capital Management LLC6,981$1.54M0.01%−1,830−20.8%Reduced
Rhumbline Advisers7,581$1.67M0.00%−2,918−27.8%Reduced
Envoi LLC7,687$1.69M4.12%−4,450−36.7%Reduced
Wells Fargo & Company9,935$2.19M0.00%+598+6.4%Added
AQR Capital Management LLC11,853$2.61M0.00%+1,114+10.4%Added
Fiera Capital Corp12,000$2.64M0.01%+6,500+118.2%Added
Commonwealth Equity Services, LLC13,106$2.88M0.01%00.0%Unchanged
New York State Common Retirement Fund14,348$3.16M0.00%+40.0%Added
Citadel Advisors LLC14,510$3.19M0.00%−5,961−29.1%Reduced
Nuveen Asset Management, LLC14,404$3.38M0.00%−420−2.8%Reduced
Legato Capital Management LLC15,722$3.46M0.71%00.0%Unchanged
Eagle Asset Management Inc15,988$3.52M0.02%−823−4.9%Reduced
Bank of New York Mellon Corp18,742$4.12M0.00%+15+0.1%Added
Arrowstreet Capital, Limited Partnership22,694$4.99M0.01%−3,785−14.3%Reduced
Charles Schwab Investment Management Inc22,796$5.02M0.00%+601+2.7%Added
Northern Trust Corp34,489$7.59M0.00%−1,303−3.6%Reduced
Geode Capital Management, LLC58,525$12.9M0.00%+2,619+4.7%Added
Northwest & Ethical Investments L.P.58,982$13.0M0.42%+5,100+9.5%Added
State Street Corp68,837$15.1M0.00%−4,627−6.3%Reduced
AltraVue Capital, LLC73,521$16.2M2.20%−180−0.2%Reduced
FMR LLC83,135$18.3M0.00%+3,135+3.9%Added
Nine Ten Capital Management LLC90,675$19.9M2.60%−100,000−52.4%Reduced
William Blair Investment Management, LLC98,510$21.7M0.06%+2,123+2.2%Added
Port Capital LLC116,746$25.7M1.78%−5,774−4.7%Reduced
Dimensional Fund Advisors LP128,809$28.3M0.01%−420.0%Reduced
QV Investors Inc.141,858$31.2M2.22%+6,860+5.1%Added
Vanguard Group Inc150,356$33.1M0.00%+2,275+1.5%Added
Renaissance Technologies LLC160,231$35.3M0.04%−2,621−1.6%Reduced
BlackRock Inc.226,796$49.9M0.00%−5,876−2.5%Reduced