Institutional Ownership Winnebago Industries Inc (WGO)
This table provides information about the institutional ownership of Winnebago Industries Inc (WGO). We have compiled data on the 294 institutions that hold shares in the stock, with a total of 31.1 Million shares, which have been reported (via 13F filing form) to have a value of $1.02 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Uma Financial Services, Inc.
|
Jul 11, 2025 Q2 2025 |
31
shares
|
$1,011
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
Aug 12, 2025 Q2 2025 |
27
shares
|
$881
0.0% of portfolio
|
Q1 2025
Reduced 84.3%
|
|
|
Prestige Wealth Management Group LLC
|
Aug 13, 2025 Q2 2025 |
25
shares
|
$815
0.0% of portfolio
|
Q2 2025
Added 19.05%
|
|
|
Farmers & Merchants Investments Inc
|
Jul 14, 2025 Q2 2025 |
22
shares
|
$717
0.0% of portfolio
|
Q4 2023
Reduced 8.33%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
20
shares
|
$652
0.0% of portfolio
|
Q2 2025
Reduced 50.0%
|
|
|
City State Bank
Norwalk, IA |
Jul 31, 2025 Q2 2025 |
18
shares
|
$587
0.0% of portfolio
|
Q4 2024
Reduced 52.63%
|
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Aug 13, 2025 Q2 2025 |
17
shares
|
$554
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Aug 08, 2025 Q2 2025 |
15
shares
|
$489
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
13
shares
|
$424
0.0% of portfolio
|
Q2 2025
Reduced 90.0%
|
|
|
Harbor Investment Advisory, LLC
|
Jul 01, 2025 Q2 2025 |
10
shares
|
$326
0.0% of portfolio
|
Q2 2023
Reduced 50.0%
|
|
|
Larson Financial Group LLC
|
Aug 08, 2025 Q2 2025 |
8
shares
|
$261
0.0% of portfolio
|
Q2 2025
Reduced 42.86%
|
|
|
New Square Capital LLC
|
Aug 05, 2025 Q2 2025 |
6
shares
|
$195
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Parkside Financial Bank & Trust
|
Aug 06, 2025 Q2 2025 |
4
shares
|
$130
0.0% of portfolio
|
Q2 2025
Reduced 95.88%
|
|
|
Abound Wealth Management
Franklin, TN |
Jul 14, 2025 Q2 2025 |
4
shares
|
$130
0.0% of portfolio
|
Q4 2024
Reduced 55.56%
|
|
|
Covestor LTD
Boston, MA |
Aug 11, 2025 Q2 2025 |
3
shares
|
$97
0.0% of portfolio
|
Q2 2025
Reduced 75.0%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
0
shares
|
$0
0.0% of portfolio
|
Q2 2025
Closed
|