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Willamette Valley Vineyards Inc

WVVI
Exchange
Nasdaq
Industry
Beverages
SEC CIK
0000838875

In the last 90 days, Willamette Valley Vineyards Inc insiders filed 1 open-market purchase and 0 sales; 35 institutions reported holding it in 13F filings for Q2 2026, worth $1.38M in total; no superinvestor holds it.

Other share classesWVVIP

13F holders, Q1 2021

Institutional positions in Willamette Valley Vineyards Inc as of Mar 31, 2021. 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
31
No complete 13F data for Q4 2020
Shares held
441.1K
No complete 13F data for Q4 2020
Total value
$3.99M
No complete 13F data for Q4 2020

Holders and value by quarter

Institutions reporting WVVI 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 2021: 31 institutions
Q1 2021: 31 institutionsQ2 2021: 30 institutionsQ3 2021: 28 institutionsQ4 2021: 34 institutionsQ1 2022: 38 institutionsQ2 2022: 34 institutionsQ3 2022: 32 institutionsQ4 2022: 35 institutionsQ1 2023: 33 institutionsQ2 2023: 31 institutionsQ3 2023: 30 institutionsQ4 2023: 34 institutionsQ1 2024: 34 institutionsQ2 2024: 36 institutionsQ3 2024: 35 institutionsQ4 2024: 36 institutionsQ1 2025: 37 institutionsQ2 2025: 39 institutionsQ3 2025: 39 institutionsQ4 2025: 37 institutionsQ1 2026: 35 institutionsQ2 2026: 35 institutions
Value heldQ1 2021: $3.99M
Q1 2021: $3.99MQ2 2021: $8.13MQ3 2021: $7.79MQ4 2021: $5.90MQ1 2022: $6.24MQ2 2022: $4.19MQ3 2022: $4.00MQ4 2022: $4.00MQ1 2023: $3.86MQ2 2023: $3.39MQ3 2023: $3.53MQ4 2023: $3.18MQ1 2024: $3.08MQ2 2024: $2.40MQ3 2024: $2.11MQ4 2024: $1.94MQ1 2025: $3.77MQ2 2025: $3.83MQ3 2025: $2.52MQ4 2025: $1.87MQ1 2026: $1.46MQ2 2026: $1.38M
Institutions holding WVVI and their total value by quarter
QuarterHoldersValue
Q2 202635$1.38M
Q1 202635$1.46M
Q4 202537$1.87M
Q3 202539$2.52M
Q2 202539$3.83M
Q1 202537$3.77M
Q4 202436$1.94M
Q3 202435$2.11M
Q2 202436$2.40M
Q1 202434$3.08M
Q4 202334$3.18M
Q3 202330$3.53M
Q2 202331$3.39M
Q1 202333$3.86M
Q4 202235$4.00M
Q3 202232$4.00M
Q2 202234$4.19M
Q1 202238$6.24M
Q4 202134$5.90M
Q3 202128$7.79M
Q2 202130$8.13M
Q1 202131$3.99M

Institutions, Q1 2021

Shares, value and share of portfolio for each institution holding Willamette Valley Vineyards Inc.

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.

Institutions holding WVVI in Q1 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Renaissance Technologies LLC151,403$1.37M0.00%––
Vanguard Group Inc74,255$672.0K0.00%––
Next Capital Management LLC54,800$496.0K0.32%––
Colony Group LLC26,600$241.0K0.01%––
Teton Advisors, Inc.23,000$208.0K0.03%––
Clearview Wealth Advisors LLC21,674$196.0K0.13%––
Gabelli Funds LLC20,000$181.0K0.00%––
Dimensional Fund Advisors LP13,513$122.0K0.00%––
Price T Rowe Associates Inc10,850$98.0K0.00%––
Citadel Advisors LLC10,191$92.0K0.00%––
James Investment Research Inc7,975$72.0K0.01%––
Morgan Stanley5,350$48.0K0.00%––
FMR LLC5,003$45.0K0.00%––
UBS Group AG3,413$31.0K0.00%––
Wells Fargo & Company1,824$16.0K0.00%––
Advisor Group Holdings, Inc.1,800$16.0K0.00%––
Trust Co of Vermont1,625$15.0K0.00%––
Bank of America Corp1,617$14.0K0.00%––
Wealthcare Capital Management LLC1,520$14.0K0.00%––
Royal Bank of Canada1,100$10.0K0.00%––
Geneos Wealth Management Inc.750$9.00K0.00%––
BlackRock Inc.794$7.00K0.00%––
US Bancorp400$4.00K0.00%––
Northwestern Mutual Wealth Management Co315$3.00K0.00%––
Tower Research Capital LLC (TRC)344$3.00K0.00%––
Parallel Advisors, LLC300$3.00K0.00%––
Ameritas Investment Company, LLC250$2.26K0.00%––
Sargent Bickham Lagudis LLC200$2.00K0.00%––
Mercer Global Advisors Inc100$1.00K0.00%––
Wolff Wiese Magana LLC144$1.00K0.00%––
CWM, LLC3$00.00%––