Skip to main content

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, Q2 2026

Institutional positions in Winmark Corp as of Jun 30, 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
216
−10 vs. Q1 2026
Shares held
3.21M
−30.5K (−0.9%) vs. Q1 2026
Total value
$1.36B
−$25.4M (−1.8%) vs. Q1 2026
New holders
24
89 more added
Sold out
34
73 more reduced

4 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2026: 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 holdersQ2 2026: 216 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 heldQ2 2026: $1.36B
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, Q2 2026

Shares, value and share of portfolio for each institution holding Winmark Corp; share changes are against Q1 2026.

Institutions holding WINA in Q2 2026
InstitutionSharesValue% of portfolioChange in sharesAction
Vanguard Portfolio Management LLC59,524$25.2M0.00%+8,751+17.2%Added
Copeland Capital Management, LLC63,059$26.7M0.55%−1,888−2.9%Reduced
Alliancebernstein L.P.62,878$26.9M0.01%−12,544−16.6%Reduced
Dimensional Fund Advisors LP73,501$31.1M0.01%−878−1.2%Reduced
Nine Ten Capital Management LLC83,671$35.4M11.02%00.0%Unchanged
Geode Capital Management, LLC86,022$36.4M0.00%+4,705+5.8%Added
Port Capital LLC86,767$36.7M1.50%−11,419−11.6%Reduced
Fisher Asset Management, LLC92,208$39.0M0.01%−3,162−3.3%Reduced
Jacobs Levy Equity Management, Inc92,300$39.1M0.14%−4,119−4.3%Reduced
State Street Corp130,360$55.2M0.00%+6,715+5.4%Added
Vanguard Capital Management LLC139,932$59.2M0.00%+2,110+1.5%Added
AltraVue Capital, LLC172,363$72.9M5.26%+10,500+6.5%Added
First Trust Advisors LP175,481$74.2M0.04%+25,112+16.7%Added
Renaissance Technologies LLC204,412$86.5M0.12%−1,463−0.7%Reduced
Neuberger Berman Group LLC286,587$121.2M0.08%+1,911+0.7%Added
BlackRock, Inc.489,771$207.2M0.00%+23,394+5.0%Added
Man Group plc0$00.00%−37,362−100.0%Sold out
Citadel Advisors LLC0$00.00%−22,396−100.0%Sold out
Bridgewater Associates, LP0$00.00%−9,477−100.0%Sold out
LGT Fund Management Co Ltd.0$00.00%−9,260−100.0%Sold out
Kingsview Wealth Management, LLC0$00.00%−8,588−100.0%Sold out
Roundview Capital LLC0$00.00%−2,437−100.0%Sold out
Polen Capital Management LLC0$00.00%−2,283−100.0%Sold out
Virtu Financial LLC0$00.00%−2,193−100.0%Sold out
Winton Group Ltd0$00.00%−2,150−100.0%Sold out
Y-Intercept (Hong Kong) Ltd0$00.00%−1,578−100.0%Sold out
Engineers Gate Manager LP0$00.00%−1,548−100.0%Sold out
Illinois Municipal Retirement Fund0$00.00%−1,508−100.0%Sold out
Maverick Capital LtdSuperinvestorMaverick Capital0$00.00%−1,506−100.0%Sold out
Annex Advisory Services, LLC0$00.00%−1,429−100.0%Sold out
Cerity Partners LLC0$00.00%−1,017−100.0%Sold out
Mission Creek Capital Partners, Inc.0$00.00%−911−100.0%Sold out
Commonwealth of Pennsylvania Public School Empls Retrmt Sys0$00.00%−731−100.0%Sold out
Blueshift Asset Management, LLC0$00.00%−715−100.0%Sold out
Jump Financial, LLC0$00.00%−600−100.0%Sold out
Pictet Asset Management Holding SA0$00.00%−537−100.0%Sold out
Wealth Enhancement Advisory Services, LLC0$00.00%−490−100.0%Sold out
JMN Financial LLC0$00.00%−473−100.0%Sold out
Acadian Asset Management LLC0$00.00%−310−100.0%Sold out
Centaurus Financial, Inc.0$00.00%−251−100.0%Sold out
Quantbot Technologies LP0$00.00%−131−100.0%Sold out
State of Wyoming0$00.00%−71−100.0%Sold out
Quadrant Capital Group LLC0$00.00%−67−100.0%Sold out
Advisory Services Network, LLC0$00.00%−37−100.0%Sold out
Caitong International Asset Management Co., Ltd0$00.00%−26−100.0%Sold out
Bank of Jackson Hole Trust0$00.00%−20−100.0%Sold out
MAI Capital Management0$00.00%−6−100.0%Sold out
Annis Gardner Whiting Capital Advisors, LLC0$00.00%−5−100.0%Sold out
Retirement Wealth Solutions LLC0$00.00%−5−100.0%Sold out
Twin Peaks Wealth Advisors, LLC0$00.00%−4−100.0%Sold out
DGS Capital Management, LLC––––Not filed
Laurus Investment Counsel Inc.––––Not filed
Janus Henderson Group PLC––––Not filed
CWM, LLC––––Not filed