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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 2025

Institutional positions in Winmark Corp as of Dec 31, 2025. 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
225
+10 vs. Q3 2025
Shares held
3.02M
+31.7K (+1.1%) vs. Q3 2025
Total value
$1.22B
−$267.7M (−18.0%) vs. Q3 2025
New holders
33
82 more added
Sold out
23
73 more reduced

2 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 2025: 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 2025: 225 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 2025: $1.22B
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 2025

Shares, value and share of portfolio for each institution holding Winmark Corp; share changes are against Q3 2025.

Institutions holding WINA in Q4 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Bank of New York Mellon Corp23,386$9.47M0.00%+3,214+15.9%Added
Charles Schwab Investment Management Inc24,803$10.0M0.00%+10.0%Added
Schwartz Investment Counsel Inc26,600$10.8M0.38%00.0%Unchanged
Select Equity Group, L.P.30,355$12.3M0.06%−1,067−3.4%Reduced
Rockefeller Capital Management L.P.33,315$13.5M0.02%−10,360−23.7%Reduced
Northern Trust Corp33,805$13.7M0.00%−2,151−6.0%Reduced
Man Group plc36,699$14.9M0.03%+7,157+24.2%Added
Bessemer Group Inc41,298$16.7M0.03%+7,369+21.7%Added
William Blair Investment Management, LLC51,781$21.0M0.06%−18,854−26.7%Reduced
Copeland Capital Management, LLC66,135$26.8M0.60%−3,468−5.0%Reduced
Dimensional Fund Advisors LP70,608$28.6M0.01%−5,696−7.5%Reduced
Alliancebernstein L.P.78,123$31.6M0.01%−902−1.1%Reduced
Geode Capital Management, LLC78,627$31.8M0.00%+1,375+1.8%Added
Goldman Sachs Group Inc82,386$33.4M0.00%+40,699+97.6%Added
Nine Ten Capital Management LLC83,671$33.9M10.73%−229−0.3%Reduced
State Street Corp83,822$33.9M0.00%+8,372+11.1%Added
Jacobs Levy Equity Management, Inc96,314$39.0M0.15%+14,881+18.3%Added
Port Capital LLC98,188$39.8M1.71%+70+0.1%Added
Fisher Asset Management, LLC104,687$42.4M0.01%−4,740−4.3%Reduced
First Trust Advisors LP152,018$61.6M0.04%+54,567+56.0%Added
AltraVue Capital, LLC174,073$70.5M5.81%−250−0.1%Reduced
Vanguard Group Inc186,832$75.7M0.00%+6,235+3.5%Added
Renaissance Technologies LLC208,155$84.3M0.13%−6,740−3.1%Reduced
BlackRock, Inc.264,587$107.1M0.00%+5,931+2.3%Added
Neuberger Berman Group LLC292,837$118.6M0.09%−17,748−5.7%Reduced
Bridgewater Associates, LP0$00.00%−14,731−100.0%Sold out
Kingsview Wealth Management, LLC0$00.00%−9,550−100.0%Sold out
Caxton Associates LLP0$00.00%−4,763−100.0%Sold out
HRT Financial LP0$00.00%−3,105−100.0%Sold out
Healthcare of Ontario Pension Plan Trust Fund0$00.00%−2,624−100.0%Sold out
Ellsworth Advisors, LLC0$00.00%−1,829−100.0%Sold out
Cavalier Investments, LLC0$00.00%−1,779−100.0%Sold out
Capstone Investment Advisors, LLC0$00.00%−1,140−100.0%Sold out
Cynosure Management, LLC0$00.00%−991−100.0%Sold out
Clifford Capital Partners LLC0$00.00%−834−100.0%Sold out
Fiera Capital Corp0$00.00%−756−100.0%Sold out
Axq Capital, LP0$00.00%−707−100.0%Sold out
Mitsubishi UFJ Trust & Banking Corp0$00.00%−674−100.0%Sold out
Atom Investors LP0$00.00%−582−100.0%Sold out
Robeco Institutional Asset Management B.V.0$00.00%−496−100.0%Sold out
Gabelli Funds LLC0$00.00%−450−100.0%Sold out
Longboard Asset Management, LP0$00.00%−423−100.0%Sold out
Strong Tower Advisory Services0$00.00%−409−100.0%Sold out
Advisory Services Network, LLC0$00.00%−23−100.0%Sold out
Principal Securities, Inc.0$00.00%−20−100.0%Sold out
Tortoise Investment Management, LLC0$00.00%−8−100.0%Sold out
Clearstead Advisors, LLC0$00.00%−7−100.0%Sold out
Steward Partners Investment Advisory, LLC0$00.00%−3−100.0%Sold out
Binnacle Investments Inc––––Not filed
Hemington Wealth Management––––Not filed