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, Q4 2025
Institutional positions in Willamette Valley Vineyards Inc 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
- 37
- −2 vs. Q3 2025
- Shares held
- 612.0K
- −83.7K (−12.0%) vs. Q3 2025
- Total value
- $1.87M
- −$652.7K (−25.9%) vs. Q3 2025
- New holders
- 3
- 10 more added
- Sold out
- 5
- 6 more reduced
Compare with Q3 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, Q4 2025
Shares, value and share of portfolio for each institution holding Willamette Valley Vineyards Inc; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Strive Financial Group ,LLC | 44 | $134 | 0.00% | +44 | New |
| SRS Capital Advisors, Inc. | 100 | $305 | 0.00% | 00.0% | Unchanged |
| Atlantic Edge Private Wealth Management, LLC | 100 | $305 | 0.00% | 00.0% | Unchanged |
| Financially Speaking Inc | 100 | $305 | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 134 | $409 | 0.00% | +21+18.6% | Added |
| Wolff Wiese Magana LLC | 144 | $440 | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 300 | $915 | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 406 | $1.00K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 401 | $1.00K | 0.00% | +301+301.0% | Added |
| US Bancorp | 400 | $1.22K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 436 | $1.33K | 0.00% | 00.0% | Unchanged |
| Clarity Asset Management, Inc. | 700 | $2.13K | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 826 | $2.52K | 0.00% | −240−22.5% | Reduced |
| Allworth Financial LP | 1,077 | $3.29K | 0.00% | +200+22.8% | Added |
| Jones Financial Companies LLLP | 1,190 | $3.63K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 1,308 | $3.99K | 0.00% | +117+9.8% | Added |
| Bank of America Corp | 1,711 | $5.22K | 0.00% | +107+6.7% | Added |
| Morgan Stanley | 1,925 | $5.87K | 0.00% | −3,950−67.2% | Reduced |
| National Bank of Canada | 2,100 | $6.30K | 0.00% | +1,000+90.9% | Added |
| Steward Partners Investment Advisory, LLC | 4,774 | $14.6K | 0.00% | −275−5.4% | Reduced |
| Wells Fargo & Company | 9,700 | $29.6K | 0.00% | +2,200+29.3% | Added |
| State Street Corp | 10,700 | $32.6K | 0.00% | 00.0% | Unchanged |
| BlackRock, Inc. | 10,912 | $33.3K | 0.00% | +450+4.3% | Added |
| Price T Rowe Associates Inc | 10,850 | $34.0K | 0.00% | 00.0% | Unchanged |
| James Investment Research Inc | 12,921 | $39.4K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 12,921 | $39.4K | 0.00% | 00.0% | Unchanged |
| Creative Planning | 15,600 | $47.6K | 0.00% | 00.0% | Unchanged |
| Clearview Wealth Advisors LLC | 15,622 | $47.6K | 0.03% | +98+0.6% | Added |
| EP Wealth Advisors, LLC | 15,792 | $48.2K | 0.00% | +15,792 | New |
| Gabelli Funds LLC | 20,000 | $61.0K | 0.00% | 00.0% | Unchanged |
| Teton Advisors, LLC | 20,500 | $62.5K | 0.04% | −2,500−10.9% | Reduced |
| Citadel Advisors LLC | 20,694 | $63.1K | 0.00% | +20,694 | New |
| Dimensional Fund Advisors LP | 31,305 | $95.5K | 0.00% | −1,136−3.5% | Reduced |
| Geode Capital Management, LLC | 38,001 | $115.9K | 0.00% | +823+2.2% | Added |
| Next Capital Management LLC | 54,800 | $167.1K | 0.05% | 00.0% | Unchanged |
| Renaissance Technologies LLC | 68,652 | $209.4K | 0.00% | −3,500−4.9% | Reduced |
| Vanguard Group Inc | 224,812 | $685.7K | 0.00% | 00.0% | Unchanged |
| FreeGulliver LLC | 0 | $0 | 0.00% | −102,573−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −10,743−100.0% | Sold out |
| Advisor Group Holdings, Inc. | 0 | $0 | 0.00% | −300−100.0% | Sold out |
| Northwestern Mutual Wealth Management Co | 0 | $0 | 0.00% | −315−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −49−100.0% | Sold out |