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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 2026

Institutional positions in Winmark Corp as of Mar 31, 2026. 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
230
+9 vs. Q4 2025
Shares held
3.25M
+413.7K (+14.6%) vs. Q4 2025
Total value
$1.39B
+$242.3M (+21.1%) vs. Q4 2025
New holders
45
88 more added
Sold out
36
67 more reduced

4 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 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 holdersQ1 2026: 230 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 2026: $1.39B
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 2026

Shares, value and share of portfolio for each institution holding Winmark Corp; share changes are against Q4 2025.

Institutions holding WINA in Q1 2026
InstitutionSharesValue% of portfolioChange in sharesAction
BlackRock, Inc.466,377$199.4M0.00%+201,790+76.3%Added
Neuberger Berman Group LLC284,676$121.7M0.09%−8,161−2.8%Reduced
Renaissance Technologies LLC205,875$88.0M0.14%−2,280−1.1%Reduced
AltraVue Capital, LLC161,863$69.2M5.96%−12,210−7.0%Reduced
First Trust Advisors LP150,369$64.3M0.05%−1,649−1.1%Reduced
Vanguard Capital Management LLC137,822$58.9M0.00%+137,822New
State Street Corp123,645$52.9M0.00%+39,823+47.5%Added
Port Capital LLC98,186$42.0M1.87%−20.0%Reduced
Jacobs Levy Equity Management, Inc96,419$41.2M0.17%+105+0.1%Added
Fisher Asset Management, LLC95,370$40.8M0.01%−9,317−8.9%Reduced
Nine Ten Capital Management LLC83,671$35.8M11.36%00.0%Unchanged
Geode Capital Management, LLC81,317$34.8M0.00%+2,690+3.4%Added
Dimensional Fund Advisors LP74,379$31.8M0.01%+3,771+5.3%Added
Alliancebernstein L.P.75,422$30.5M0.01%−2,701−3.5%Reduced
Goldman Sachs Group Inc70,018$29.9M0.00%−12,368−15.0%Reduced
Copeland Capital Management, LLC64,947$27.8M0.62%−1,188−1.8%Reduced
Vanguard Portfolio Management LLC50,773$21.7M0.00%+50,773New
Bessemer Group Inc42,738$18.3M0.03%+1,440+3.5%Added
Man Group plc37,362$16.0M0.03%+663+1.8%Added
Northern Trust Corp35,407$15.1M0.00%+1,602+4.7%Added
Morgan Stanley33,508$14.3M0.00%+13,413+66.7%Added
Bank of New York Mellon Corp30,770$13.2M0.00%+7,384+31.6%Added
Rockefeller Capital Management L.P.30,530$13.1M0.02%−2,785−8.4%Reduced
Select Equity Group, L.P.30,409$13.0M0.07%+54+0.2%Added
Raymond James Financial Inc27,361$11.6M0.00%+8,548+45.4%Added
Schwartz Investment Counsel Inc26,600$11.4M0.40%00.0%Unchanged
Charles Schwab Investment Management Inc25,794$11.0M0.00%+991+4.0%Added
Citadel Advisors LLC22,396$9.58M0.01%+15,517+225.6%Added
Allspring Global Investments Holdings, LLC22,086$9.57M0.02%+2,350+11.9%Added
Vanguard Fiduciary Trust Co19,432$8.31M0.00%+19,432New
Envestnet Asset Management Inc19,362$8.28M0.00%−2,055−9.6%Reduced
Congress Asset Management Co18,847$8.06M0.06%+3,738+24.7%Added
Victory Capital Management Inc17,928$7.67M0.00%+1,629+10.0%Added
Kennedy Capital Management, Inc.16,620$7.11M0.15%+215+1.3%Added
Legato Capital Management LLC14,915$6.38M0.58%00.0%Unchanged
Ameriprise Financial Inc14,827$6.34M0.00%+3,394+29.7%Added
New York State Common Retirement Fund14,735$6.30M0.01%00.0%Unchanged
Bank of America Corp14,712$6.29M0.00%+1,886+14.7%Added
UBS Group AG14,512$6.20M0.00%−2,722−15.8%Reduced
Principal Financial Group Inc14,371$6.14M0.00%+14,371New
Landscape Capital Management, L.L.C.14,358$6.14M0.39%+46+0.3%Added
Aptus Capital Advisors, LLC12,103$5.17M0.04%+114+1.0%Added
CBOE Vest Financial, LLC11,610$4.96M0.06%+1,062+10.1%Added
Rhumbline Advisers10,766$4.60M0.00%+3,175+41.8%Added
Public Sector Pension Investment Board10,563$4.52M0.01%+10,563New
AQR Capital Management LLC10,284$4.40M0.00%−1,901−15.6%Reduced
Susquehanna Portfolio Strategies, LLC9,987$4.27M0.06%+280+2.9%Added
Bridgewater Associates, LP9,477$4.05M0.02%+9,477New
LGT Fund Management Co Ltd.9,260$3.96M0.17%−1,025−10.0%Reduced
Squarepoint Ops LLC8,702$3.72M0.01%+5,148+144.9%Added
Kingsview Wealth Management, LLC8,588$3.67M0.05%+8,588New
Royal Bank of Canada8,518$3.64M0.00%−107−1.2%Reduced
Creative Planning7,958$3.40M0.00%+2,202+38.3%Added
Vident Advisory, LLC7,540$3.22M0.03%+7,540New
Nuveen, LLC7,358$3.15M0.00%+294+4.2%Added
Legal & General Group Plc6,698$2.86M0.00%+3,623+117.8%Added
UBS Asset Management Americas Inc6,664$2.85M0.00%+14+0.2%Added
Northstar Asset Management Inc6,455$2.76M0.85%−1,731−21.1%Reduced
Russell Investments Group, Ltd.6,403$2.74M0.00%−343−5.1%Reduced
Wells Fargo & Company6,246$2.67M0.00%−83−1.3%Reduced
Kestra Advisory Services, LLC6,168$2.64M0.01%−98−1.6%Reduced
Swiss National Bank5,960$2.55M0.00%00.0%Unchanged
Two Sigma Investments, LP5,934$2.54M0.00%+4,414+290.4%Added
Vestcor Inc5,224$2.23M0.06%+67+1.3%Added
Invesco Ltd.5,182$2.22M0.00%+2,029+64.4%Added
Commonwealth Equity Services, LLC5,114$2.19M0.00%+12+0.2%Added
OP Asset Management Ltd5,044$2.16M0.02%+1,000+24.7%Added
Public Employees Retirement System of Ohio4,770$2.04M0.01%00.0%Unchanged
Thrivent Financial for Lutherans4,740$2.03M0.00%+1,974+71.4%Added
Millennium Management LLC4,719$2.02M0.00%+3,757+390.5%Added
Mountain Pacific Investment Advisers Inc4,473$1.91M0.33%+54+1.2%Added
JPMorgan Chase & Co4,507$1.90M0.00%+212+4.9%Added
Stifel Financial Corp4,167$1.78M0.00%−147−3.4%Reduced
SEI Investments Co4,106$1.76M0.00%+691+20.2%Added
California State Teachers Retirement System3,973$1.70M0.00%+1,075+37.1%Added
Stonebridge Capital Advisors LLC3,835$1.64M0.11%−500−11.5%Reduced
Anchor Capital Advisors LLC3,731$1.60M0.05%−10.0%Reduced
Deutsche Bank AG3,493$1.49M0.00%+208+6.3%Added
DGS Capital Management, LLC3,426$1.46M0.24%+340+11.0%Added
BNP Paribas Arbitrage, SA3,311$1.42M0.00%−10,476−76.0%Reduced
Prudential Financial Inc3,098$1.32M0.00%+3,098New
Promethium Advisors,llc3,064$1.31M0.68%−2,855−48.2%Reduced
State of Alaska, Department of Revenue2,951$1.26M0.01%+1,473+99.7%Added
Great West Life Assurance Co2,918$1.24M0.00%+2,243+332.3%Added
SEB Asset Management AB2,674$1.14M0.00%+2,674New
Roundview Capital LLC2,437$1.04M0.06%−156−6.0%Reduced
Polen Capital Management LLC2,283$976.1K0.01%+1,424+165.8%Added
Virtu Financial LLC2,193$937.0K0.04%+1,381+170.1%Added
Winton Group Ltd2,150$919.2K0.03%+2,150New
State of Tennessee, Treasury Department2,127$909.4K0.00%+2,127New
Price T Rowe Associates Inc2,105$900.0K0.00%+386+22.5%Added
Schwarz Dygos Wheeler Investment Advisors LLC2,050$876.5K0.18%−100−4.7%Reduced
Susquehanna International Group, LLP2,038$871.3K0.00%+175+9.4%Added
Citigroup Inc2,023$864.9K0.00%+802+65.7%Added
Franklin Resources Inc2,019$863.2K0.00%−70−3.4%Reduced
LPL Financial LLC1,972$843.0K0.00%−45−2.2%Reduced
Marshall Wace, LLP1,959$837.6K0.00%−2,780−58.7%Reduced
Vanguard Asset Management, Ltd1,905$814.5K0.00%+1,905New
Brevan Howard Capital Management LP1,899$811.9K0.01%−43−2.2%Reduced
James Investment Research Inc1,881$804.2K0.09%+535+39.7%Added