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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 2022

Institutional positions in Winmark Corp as of Dec 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
129
+10 vs. Q3 2022
Shares held
2.39M
−77.7K (−3.1%) vs. Q3 2022
Total value
$564.9M
+$29.8M (+5.6%) vs. Q3 2022
New holders
16
55 more added
Sold out
6
28 more reduced

Compare with Q3 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 holdersQ4 2022: 129 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 2022: $564.9M
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, Q4 2022

Shares, value and share of portfolio for each institution holding Winmark Corp; share changes are against Q3 2022.

Institutions holding WINA in Q4 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Mawer Investment Management Ltd.376,682$88.8M0.50%+1,934+0.5%Added
BlackRock Inc.217,245$51.2M0.00%+19,048+9.6%Added
T. Rowe Price Investment Management, Inc.143,504$33.8M0.03%−182,771−56.0%Reduced
Renaissance Technologies LLC140,231$33.1M0.05%−5,000−3.4%Reduced
Vanguard Group Inc130,051$30.7M0.00%−5,873−4.3%Reduced
Dimensional Fund Advisors LP128,710$30.4M0.01%+985+0.8%Added
Port Capital LLC127,915$30.2M2.18%+10,264+8.7%Added
QV Investors Inc.94,558$22.3M2.14%−3,090−3.2%Reduced
William Blair Investment Management, LLC93,726$22.1M0.08%−10,283−9.9%Reduced
Nine Ten Capital Management LLC90,675$21.4M3.72%00.0%Unchanged
FMR LLC82,475$19.5M0.00%+2,335+2.9%Added
AltraVue Capital, LLC81,171$19.1M2.68%+9,170+12.7%Added
State Street Corp65,890$15.5M0.00%+4,568+7.4%Added
Geode Capital Management, LLC52,004$12.3M0.00%+457+0.9%Added
Northwest & Ethical Investments L.P.37,272$8.79M0.30%−3,180−7.9%Reduced
Northern Trust Corp29,513$6.96M0.00%+60.0%Added
Bank of New York Mellon Corp25,959$6.12M0.00%+8,749+50.8%Added
Fiera Capital Corp23,781$5.61M0.02%+6,675+39.0%Added
Schwartz Investment Counsel Inc23,700$5.59M0.25%00.0%Unchanged
Eagle Asset Management Inc22,198$5.28M0.03%+6,249+39.2%Added
Goldman Sachs Group Inc22,296$5.26M0.00%+6,194+38.5%Added
Charles Schwab Investment Management Inc20,578$4.85M0.00%+61+0.3%Added
Citadel Advisors LLC19,830$4.68M0.01%+7,635+62.6%Added
Arrowstreet Capital, Limited Partnership16,881$3.98M0.01%+1,528+10.0%Added
Nuveen Asset Management, LLC16,461$3.88M0.00%+2,991+22.2%Added
Laurus Investment Counsel Inc.11,970$3.83M1.42%−240−2.0%Reduced
New York State Common Retirement Fund16,160$3.81M0.01%+2,018+14.3%Added
Millennium Management LLC13,397$3.16M0.00%+6,358+90.3%Added
Commonwealth Equity Services, LLC13,208$3.11M0.01%+102+0.8%Added
Teacher Retirement System of Texas12,438$2.93M0.02%+5,933+91.2%Added
AQR Capital Management LLC11,594$2.73M0.01%−1,636−12.4%Reduced
Stonebridge Capital Advisors LLC10,657$2.51M0.30%00.0%Unchanged
Rhumbline Advisers9,133$2.15M0.00%+19+0.2%Added
Wells Fargo & Company8,962$2.11M0.00%+1,664+22.8%Added
Morgan Stanley8,713$2.05M0.00%+1,147+15.2%Added
Man Group plc8,262$1.95M0.01%+1,976+31.4%Added
Two Sigma Advisers, LP7,800$1.84M0.01%+3,700+90.2%Added
Envoi LLC7,687$1.81M6.43%00.0%Unchanged
Quadrature Capital Ltd7,194$1.69M0.05%+5,960+483.0%Added
Swiss National Bank7,000$1.65M0.00%00.0%Unchanged
Jacobs Levy Equity Management, Inc6,545$1.54M0.01%+6,545New
Bank of America Corp6,544$1.54M0.00%+4,169+175.5%Added
Two Sigma Investments, LP6,149$1.45M0.00%+6,149New
Credit Suisse AG5,878$1.39M0.00%+2,173+58.7%Added
Summit Global Investments5,400$1.27M0.11%00.0%Unchanged
D. E. Shaw & Co., Inc.5,032$1.19M0.00%+2,830+128.5%Added
Kennedy Capital Management, Inc.4,974$1.17M0.03%−10.0%Reduced
Anchor Capital Advisors LLC4,452$1.05M0.03%−205−4.4%Reduced
Grantham, Mayo, Van Otterloo & Co. LLC4,339$1.02M0.01%+802+22.7%Added
California State Teachers Retirement System3,680$867.9K0.00%+25+0.7%Added
Martingale Asset Management L P3,651$861.0K0.02%00.0%Unchanged
US Bancorp3,390$799.5K0.00%00.0%Unchanged
Schwarz Dygos Wheeler Investment Advisors LLC3,325$784.1K0.31%00.0%Unchanged
Knightsbridge Asset Management, LLC3,129$738.0K0.14%+681+27.8%Added
Seizert Capital Partners, LLC3,065$722.8K0.04%00.0%Unchanged
Creative Planning2,950$695.7K0.00%00.0%Unchanged
Tudor Investment Corp Et Al2,630$620.0K0.02%+1,122+74.4%Added
New York Life Investment Management LLC2,609$615.3K0.01%+307+13.3%Added
STRS Ohio2,600$613.0K0.00%+1,800+225.0%Added
Clifford Capital Partners LLC2,484$585.8K0.18%−289−10.4%Reduced
BNP Paribas Arbitrage, SA2,466$581.6K0.00%+685+38.5%Added
State of Tennessee, Treasury Department2,452$578.0K0.00%00.0%Unchanged
Jump Financial, LLC2,400$566.0K0.03%+900+60.0%Added
James Investment Research Inc2,324$548.0K0.08%00.0%Unchanged
DGS Capital Management, LLC2,242$528.7K0.35%+444+24.7%Added
Virginia Retirement Systems Et Al2,200$518.8K0.01%−300−12.0%Reduced
Cannell Capital LLC2,200$518.8K0.10%00.0%Unchanged
Algert Global LLC2,022$476.8K0.03%+610+43.2%Added
UBS Group AG1,947$459.2K0.00%+1,810+1,321.2%Added
White Pine Capital LLC1,944$458.5K0.18%−276−12.4%Reduced
Invesco Ltd.1,922$453.3K0.00%−262−12.0%Reduced
Robeco Institutional Asset Management B.V.1,906$449.5K0.00%+1,906New
Russell Investments Group, Ltd.1,700$400.9K0.00%+1,700New
Ellsworth Advisors, LLC1,551$398.0K0.15%+1,551New
JPMorgan Chase & Co1,679$397.0K0.00%−3,459−67.3%Reduced
Exchange Traded Concepts, LLC1,668$393.4K0.01%−152−8.4%Reduced
Barclays PLC1,639$386.5K0.00%+1,520+1,277.3%Added
UBS Asset Management Americas Inc1,635$385.6K0.00%−677−29.3%Reduced
Aquatic Capital Management LLC1,600$376.0K0.03%+1,600New
Gsa Capital Partners LLP1,587$374.0K0.05%−1,920−54.7%Reduced
Cubist Systematic Strategies, LLC1,560$367.9K0.00%+1,560New
MetLife Investment Management1,511$356.3K0.00%00.0%Unchanged
Susquehanna Fundamental Investments, LLC1,503$354.5K0.01%00.0%Unchanged
Panagora Asset Management Inc1,453$342.7K0.00%−264−15.4%Reduced
Alliancebernstein L.P.1,400$330.2K0.00%+1,400New
American International Group, Inc.1,331$313.9K0.00%−5−0.4%Reduced
Squarepoint Ops LLC1,300$306.6K0.00%+1,300New
Los Angeles Capital Management LLC1,265$298.3K0.00%+22+1.8%Added
Legal & General Group Plc1,237$291.7K0.00%+45+3.8%Added
Deutsche Bank AG1,179$278.0K0.00%+18+1.6%Added
Citigroup Inc1,176$277.3K0.00%+895+318.5%Added
Nisa Investment Advisors, LLC1,170$276.0K0.00%+190+19.4%Added
Manufacturers Life Insurance Company, The1,104$260.4K0.00%−63−5.4%Reduced
Virtu Financial LLC1,055$249.0K0.03%+1,055New
Hirtle Callaghan & Co LLC1,000$235.8K0.01%00.0%Unchanged
Murphy Pohlad Asset Management LLC1,000$235.8K0.10%00.0%Unchanged
Voya Investment Management LLC979$230.9K0.00%−154−13.6%Reduced
Kestra Advisory Services, LLC975$229.9K0.00%−5,074−83.9%Reduced
Legato Capital Management LLC938$221.2K0.04%−14,054−93.7%Reduced
LPL Financial LLC907$213.9K0.00%+907New