Institutional Ownership Winmark Corp (WINA)
This table provides information about the institutional ownership of Winmark Corp (WINA). We have compiled data on the 213 institutions that hold shares in the stock, with a total of 2.81 Million shares, which have been reported (via 13F filing form) to have a value of $1.14 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
319
shares
|
$129,013
0.0% of portfolio
|
Q1 2025
Reduced 0.93%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jul 24, 2025 Q2 2025 |
300
shares
|
$121,329
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Great West Life Assurance CO
Winnipeg, A2 |
May 15, 2025 Q1 2025 |
287
shares
|
$116,071
0.0% of portfolio
|
Q3 2023
Added 163.3%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Aug 12, 2025 Q2 2025 |
284
shares
|
$114,858
0.0% of portfolio
|
Q3 2023
Added 32.71%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
239
shares
|
$96,658
0.01% of portfolio
|
Q1 2025
Added 0.42%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
May 15, 2025 Q1 2025 |
179
shares
|
$72,392
0.0% of portfolio
|
Q1 2025
Reduced 34.91%
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
156
shares
|
$63,091
0.0% of portfolio
|
Q2 2025
Added 358.82%
|
|
|
National Bank Of Canada
|
Aug 13, 2025 Q2 2025 |
136
shares
|
$55,002
0.0% of portfolio
|
Q1 2025
Added 147.27%
|
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
126
shares
|
$50,958
0.0% of portfolio
|
Q2 2025
Added 0.8%
|
|
|
Mount Yale Investment Advisors, LLC
|
Aug 12, 2025 Q2 2025 |
114
shares
|
$46,105
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Amalgamated Bank
New York, NY |
Aug 04, 2025 Q2 2025 |
102
shares
|
$41,251
0.0% of portfolio
|
Q1 2025
Added 6.25%
|
|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
100
shares
|
$40,443
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
State Of Wyoming
Cheyenne, WY |
May 14, 2025 Q1 2025 |
95
shares
|
$38,420
0.0% of portfolio
|
Q1 2025
Added 4.4%
|
|
|
Wealth Collab, LLC
Bellevue, WA |
May 14, 2025 Q1 2025 |
87
shares
|
$35,185
0.02% of portfolio
|
Q1 2025
Reduced 19.44%
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
Aug 06, 2025 Q2 2025 |
81
shares
|
$32,758
0.0% of portfolio
|
Q2 2025
Added 62.0%
|
|
|
Huntington National Bank
Columbus, OH |
Aug 05, 2025 Q2 2025 |
78
shares
|
$31,545
0.0% of portfolio
|
Q2 2025
Reduced 25.0%
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
64
shares
|
$25,883
0.0% of portfolio
|
Q2 2025
Added 20.75%
|
|
|
Global Retirement Partners, LLC
|
Aug 12, 2025 Q2 2025 |
61
shares
|
$24,670
0.0% of portfolio
|
Q2 2025
Added 3.39%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Aug 12, 2025 Q2 2025 |
60
shares
|
$24,265
0.0% of portfolio
|
Q2 2025
Reduced 3.23%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Jul 16, 2025 Q2 2025 |
52
shares
|
$21,030
0.0% of portfolio
|
Q2 2025
Added 4.0%
|
|
|
Cbiz Investment Advisory Services, LLC
|
Aug 11, 2025 Q2 2025 |
49
shares
|
$19,817
0.0% of portfolio
|
Q2 2025
Added 25.64%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
48
shares
|
$19,412
0.0% of portfolio
|
Q1 2018
Added 60.0%
|
|
|
Advisors Asset Management, Inc.
Monument, CO |
Aug 12, 2025 Q2 2025 |
44
shares
|
$17,794
0.0% of portfolio
|
Q2 2025
Added 37.5%
|
|
|
Versant Capital Management, Inc
|
Jul 07, 2025 Q2 2025 |
42
shares
|
$16,986
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
40
shares
|
$16,177
0.0% of portfolio
|
Q2 2025
Added 900.0%
|