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, Q3 2025
Institutional positions in Willamette Valley Vineyards Inc as of Sep 30, 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
- 39
- +1 vs. Q2 2025
- Shares held
- 695.7K
- +26.1K (+3.9%) vs. Q2 2025
- Total value
- $2.52M
- −$1.18M (−31.9%) vs. Q2 2025
- New holders
- 3
- 6 more added
- Sold out
- 2
- 5 more reduced
1 institution that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2025: new holders, sold out and not filed yet
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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 35 | $1.38M |
| Q1 2026 | 35 | $1.46M |
| Q4 2025 | 37 | $1.87M |
| Q3 2025 | 39 | $2.52M |
| Q2 2025 | 39 | $3.83M |
| Q1 2025 | 37 | $3.77M |
| Q4 2024 | 36 | $1.94M |
| Q3 2024 | 35 | $2.11M |
| Q2 2024 | 36 | $2.40M |
| Q1 2024 | 34 | $3.08M |
| Q4 2023 | 34 | $3.18M |
| Q3 2023 | 30 | $3.53M |
| Q2 2023 | 31 | $3.39M |
| Q1 2023 | 33 | $3.86M |
| Q4 2022 | 35 | $4.00M |
| Q3 2022 | 32 | $4.00M |
| Q2 2022 | 34 | $4.19M |
| Q1 2022 | 38 | $6.24M |
| Q4 2021 | 34 | $5.90M |
| Q3 2021 | 28 | $7.79M |
| Q2 2021 | 30 | $8.13M |
| Q1 2021 | 31 | $3.99M |
Institutions, Q3 2025
Shares, value and share of portfolio for each institution holding Willamette Valley Vineyards Inc; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Royal Bank of Canada | 100 | $0 | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 49 | $175 | 0.00% | +49 | New |
| SRS Capital Advisors, Inc. | 100 | $364 | 0.00% | 00.0% | Unchanged |
| Atlantic Edge Private Wealth Management, LLC | 100 | $364 | 0.00% | 00.0% | Unchanged |
| Financially Speaking Inc | 100 | $364 | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 113 | $403 | 0.00% | +13+13.0% | Added |
| Wolff Wiese Magana LLC | 144 | $525 | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 406 | $1.00K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 300 | $1.08K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 315 | $1.13K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 300 | $1.39K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 400 | $1.43K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 436 | $1.55K | 0.00% | 00.0% | Unchanged |
| Clarity Asset Management, Inc. | 700 | $2.50K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 877 | $3.19K | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 1,100 | $3.79K | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 1,066 | $3.81K | 0.00% | −732−40.7% | Reduced |
| Jones Financial Companies LLLP | 1,190 | $4.12K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 1,191 | $4.25K | 0.00% | +622+109.3% | Added |
| Bank of America Corp | 1,604 | $5.73K | 0.00% | −36−2.2% | Reduced |
| Steward Partners Investment Advisory, LLC | 5,049 | $18.0K | 0.00% | 00.0% | Unchanged |
| Morgan Stanley | 5,875 | $21.0K | 0.00% | −1,500−20.3% | Reduced |
| Wells Fargo & Company | 7,500 | $26.8K | 0.00% | +800+11.9% | Added |
| BlackRock, Inc. | 10,462 | $37.3K | 0.00% | +300+3.0% | Added |
| State Street Corp | 10,700 | $38.9K | 0.00% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 10,743 | $39.1K | 0.00% | +10,743 | New |
| Price T Rowe Associates Inc | 10,850 | $40.0K | 0.00% | 00.0% | Unchanged |
| James Investment Research Inc | 12,921 | $46.1K | 0.01% | 00.0% | Unchanged |
| GWM Advisors LLC | 12,921 | $46.1K | 0.00% | 00.0% | Unchanged |
| Clearview Wealth Advisors LLC | 15,524 | $56.5K | 0.04% | −50−0.3% | Reduced |
| Creative Planning | 15,600 | $56.8K | 0.00% | 00.0% | Unchanged |
| Gabelli Funds LLC | 20,000 | $71.4K | 0.00% | 00.0% | Unchanged |
| Teton Advisors, LLC | 23,000 | $82.1K | 0.05% | +23,000 | New |
| Dimensional Fund Advisors LP | 32,441 | $118.1K | 0.00% | 00.0% | Unchanged |
| Geode Capital Management, LLC | 37,178 | $135.4K | 0.00% | +149+0.4% | Added |
| Next Capital Management LLC | 54,800 | $199.5K | 0.07% | 00.0% | Unchanged |
| Renaissance Technologies LLC | 72,152 | $257.6K | 0.00% | −300−0.4% | Reduced |
| FreeGulliver LLC | 102,573 | $373.4K | 0.17% | +604+0.6% | Added |
| Vanguard Group Inc | 224,812 | $818.3K | 0.00% | 00.0% | Unchanged |
| Raymond James Financial Inc | 0 | $0 | 0.00% | −7,362−100.0% | Sold out |
| Ameritas Advisory Services, LLC | 0 | $0 | 0.00% | −225−100.0% | Sold out |
| Teton Advisors, Inc. | – | – | – | – | Not filed |