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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, Q3 2022

Institutional positions in Winmark Corp as of Sep 30, 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
119
+5 vs. Q2 2022
Shares held
2.47M
−5.05K (−0.2%) vs. Q2 2022
Total value
$535.1M
+$49.7M (+10.2%) vs. Q2 2022
New holders
17
40 more added
Sold out
12
38 more reduced

Compare with Q2 2022: 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 holdersQ3 2022: 119 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 heldQ3 2022: $535.1M
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, Q3 2022

Shares, value and share of portfolio for each institution holding Winmark Corp; share changes are against Q2 2022.

Institutions holding WINA in Q3 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Mawer Investment Management Ltd.374,748$81.1M0.49%+4,929+1.3%Added
T. Rowe Price Investment Management, Inc.326,275$70.6M0.06%+326,275New
BlackRock Inc.198,197$42.9M0.00%−2,828−1.4%Reduced
Renaissance Technologies LLC145,231$31.4M0.04%−26,275−15.3%Reduced
Vanguard Group Inc135,924$29.4M0.00%−224−0.2%Reduced
Dimensional Fund Advisors LP127,725$27.6M0.01%−314−0.2%Reduced
Port Capital LLC117,651$25.5M2.07%+1,725+1.5%Added
William Blair Investment Management, LLC104,009$22.5M0.09%+4,991+5.0%Added
QV Investors Inc.97,648$21.1M2.04%+100+0.1%Added
Nine Ten Capital Management LLC90,675$19.6M3.00%00.0%Unchanged
FMR LLC80,140$17.3M0.00%+47+0.1%Added
AltraVue Capital, LLC72,001$15.6M2.33%−1,170−1.6%Reduced
State Street Corp61,322$13.3M0.00%−3,376−5.2%Reduced
Geode Capital Management, LLC51,547$11.2M0.00%+125+0.2%Added
Northwest & Ethical Investments L.P.40,452$8.75M0.35%00.0%Unchanged
Northern Trust Corp29,507$6.38M0.00%−223−0.8%Reduced
Schwartz Investment Counsel Inc23,700$5.13M0.26%+23,700New
Charles Schwab Investment Management Inc20,517$4.44M0.00%+47+0.2%Added
Bank of New York Mellon Corp17,210$3.72M0.00%+1,367+8.6%Added
Fiera Capital Corp17,106$3.70M0.01%+606+3.7%Added
Laurus Investment Counsel Inc.12,210$3.62M1.32%+2,680+28.1%Added
Goldman Sachs Group Inc16,102$3.48M0.00%+5,453+51.2%Added
Eagle Asset Management Inc15,949$3.45M0.02%−50.0%Reduced
Arrowstreet Capital, Limited Partnership15,353$3.32M0.00%−2,484−13.9%Reduced
Legato Capital Management LLC14,992$3.24M0.84%−730−4.6%Reduced
New York State Common Retirement Fund14,142$3.06M0.00%+402+2.9%Added
Nuveen Asset Management, LLC13,470$2.91M0.00%−212−1.5%Reduced
AQR Capital Management LLC13,230$2.86M0.01%+2,600+24.5%Added
Commonwealth Equity Services, LLC13,106$2.83M0.01%00.0%Unchanged
Citadel Advisors LLC12,195$2.64M0.00%−4,455−26.8%Reduced
Stonebridge Capital Advisors LLC10,657$2.31M0.30%+187+1.8%Added
Rhumbline Advisers9,114$1.97M0.00%+1,265+16.1%Added
Envoi LLC7,687$1.66M5.57%00.0%Unchanged
Morgan Stanley7,566$1.64M0.00%+652+9.4%Added
Wells Fargo & Company7,298$1.58M0.00%−90−1.2%Reduced
Millennium Management LLC7,039$1.52M0.00%+178+2.6%Added
Swiss National Bank7,000$1.51M0.00%−300−4.1%Reduced
Teacher Retirement System of Texas6,505$1.41M0.01%+6,505New
Man Group plc6,286$1.36M0.01%––
Kestra Advisory Services, LLC6,049$1.31M0.01%+6,049New
Summit Global Investments5,400$1.17M0.11%00.0%Unchanged
JPMorgan Chase & Co5,138$1.11M0.00%−149−2.8%Reduced
Kennedy Capital Management, Inc.4,975$1.08M0.03%−8−0.2%Reduced
Anchor Capital Advisors LLC4,657$1.01M0.03%+17+0.4%Added
Two Sigma Advisers, LP4,100$887.0K0.00%+100+2.5%Added
Credit Suisse AG3,705$802.0K0.00%−54−1.4%Reduced
California State Teachers Retirement System3,655$791.0K0.00%−188−4.9%Reduced
Martingale Asset Management L P3,651$791.0K0.02%+40+1.1%Added
Grantham, Mayo, Van Otterloo & Co. LLC3,537$765.0K0.00%+3,537New
Gsa Capital Partners LLP3,507$759.0K0.10%+1,527+77.1%Added
US Bancorp3,390$733.0K0.00%00.0%Unchanged
Schwarz Dygos Wheeler Investment Advisors LLC3,325$719.0K0.32%00.0%Unchanged
Seizert Capital Partners, LLC3,065$663.0K0.04%−1,091−26.3%Reduced
Jane Street Group, LLC2,989$647.0K0.00%−596−16.6%Reduced
Creative Planning2,950$638.0K0.00%00.0%Unchanged
Clifford Capital Partners LLC2,773$600.0K0.26%+49+1.8%Added
Virginia Retirement Systems Et Al2,500$540.9K0.01%+2,500New
Knightsbridge Asset Management, LLC2,448$530.0K0.11%−46−1.8%Reduced
State of Tennessee, Treasury Department2,452$530.0K0.00%+2,452New
Bank of America Corp2,375$515.0K0.00%−523−18.0%Reduced
James Investment Research Inc2,324$503.0K0.07%00.0%Unchanged
UBS Asset Management Americas Inc2,312$500.2K0.00%−222−8.8%Reduced
New York Life Investment Management LLC2,302$498.0K0.01%+182+8.6%Added
White Pine Capital LLC2,220$480.0K0.20%00.0%Unchanged
Cannell Capital LLC2,200$476.0K0.11%00.0%Unchanged
D. E. Shaw & Co., Inc.2,202$476.0K0.00%+200+10.0%Added
Invesco Ltd.2,184$472.0K0.00%+319+17.1%Added
Exchange Traded Concepts, LLC1,820$394.0K0.01%−400−18.0%Reduced
DGS Capital Management, LLC1,798$389.0K0.26%+142+8.6%Added
BNP Paribas Arbitrage, SA1,781$385.3K0.00%+737+70.6%Added
Panagora Asset Management Inc1,717$371.0K0.00%−1,507−46.7%Reduced
MetLife Investment Management1,511$326.9K0.00%+165+12.3%Added
Tudor Investment Corp Et Al1,508$326.0K0.01%+1,508New
Jump Financial, LLC1,500$325.0K0.01%00.0%Unchanged
Susquehanna Fundamental Investments, LLC1,503$325.0K0.01%+1,503New
Algert Global LLC1,412$305.0K0.02%−294−17.2%Reduced
American International Group, Inc.1,336$289.0K0.00%+2+0.1%Added
Los Angeles Capital Management LLC1,243$269.0K0.00%−3,991−76.3%Reduced
Quadrature Capital Ltd1,234$268.0K0.01%+1,234New
Legal & General Group Plc1,192$258.0K0.00%−52−4.2%Reduced
Manufacturers Life Insurance Company, The1,167$252.5K0.00%−18−1.5%Reduced
Deutsche Bank AG1,161$251.0K0.00%−186−13.8%Reduced
Nisa Investment Advisors, LLC980$246.0K0.00%+960+4,800.0%Added
Voya Investment Management LLC1,133$245.1K0.00%00.0%Unchanged
Victory Capital Management Inc1,036$224.0K0.00%−328−24.0%Reduced
Qube Research & Technologies Ltd1,014$219.0K0.00%+1,014New
Hirtle Callaghan & Co LLC1,000$216.0K0.02%+1,000New
Murphy Pohlad Asset Management LLC1,000$216.0K0.10%+1,000New
STRS Ohio800$173.0K0.00%+800New
Credential Qtrade Securities Inc.721$156.0K0.01%+28+4.0%Added
Marquette Asset Management, LLC624$135.0K0.04%00.0%Unchanged
SG Americas Securities, LLC529$114.0K0.00%+529New
Quantbot Technologies LP453$98.0K0.01%−707−60.9%Reduced
Amalgamated Bank387$84.0K0.00%00.0%Unchanged
Gladius Capital Management LP323$70.0K0.01%−2−0.6%Reduced
Royal Bank of Canada285$62.0K0.00%+19+7.1%Added
Citigroup Inc281$61.0K0.00%−248−46.9%Reduced
Ronald Blue Trust, Inc.300$59.0K0.00%00.0%Unchanged
First Manhattan Co236$51.0K0.00%−14−5.6%Reduced
Advisor Group Holdings, Inc.228$48.0K0.00%+2+0.9%Added