Institutional Ownership Winmark Corp (WINA)
This table provides information about the institutional ownership of Winmark Corp (WINA). We have compiled data on the 225 institutions that hold shares in the stock, with a total of 3 Million shares, which have been reported (via 13F filing form) to have a value of $1.27 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Nov 14, 2025 Q3 2025 |
14
shares
|
$5,910
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Gamma Investing LLC
Foster City, CA |
Jan 02, 2026 Q4 2025 |
12
shares
|
$5,065
0.0% of portfolio
|
Q4 2025
Reduced 14.29%
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
11
shares
|
$4,643
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 21, 2025 Q3 2025 |
10
shares
|
$4,221
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
10
shares
|
$4,221
0.0% of portfolio
|
Q3 2025
Reduced 44.44%
|
|
|
Kb Financial Partners, LLC
Princeton, NJ |
Nov 15, 2023 Q3 2023 |
9
shares
|
$3,799
0.0% of portfolio
|
Q3 2023
Added 80.0%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Nov 13, 2025 Q3 2025 |
9
shares
|
$3,799
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
True Wealth Design, LLC
Akron, OH |
Oct 21, 2025 Q3 2025 |
9
shares
|
$3,799
0.0% of portfolio
|
Q1 2025
Added 28.57%
|
|
|
Tortoise Investment Management, LLC
|
Nov 13, 2025 Q3 2025 |
8
shares
|
$3,377
0.0% of portfolio
|
Q3 2025
Added 14.29%
|
|
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
Nov 10, 2025 Q3 2025 |
8
shares
|
$3,377
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 10, 2025 Q3 2025 |
7
shares
|
$2,955
0.0% of portfolio
|
Q3 2025
Reduced 78.13%
|
|
|
Hemington Wealth Management
|
Oct 24, 2025 Q3 2025 |
7
shares
|
$2,955
0.0% of portfolio
|
Q3 2025
Reduced 12.5%
|
|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
6
shares
|
$2,532
0.0% of portfolio
|
Q3 2025
Reduced 40.0%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2025 Q3 2025 |
5
shares
|
$2,110
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
5
shares
|
$2,110
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
5
shares
|
$2,110
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
3
shares
|
$1,266
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Assetmark, Inc
|
Nov 06, 2025 Q3 2025 |
3
shares
|
$1,266
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Avion Wealth
The Woodlands, TX |
Oct 24, 2025 Q3 2025 |
2
shares
|
$844
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Quarry LP
New York, NY |
Nov 14, 2025 Q3 2025 |
2
shares
|
$844
0.0% of portfolio
|
Q3 2025
Reduced 91.3%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Nov 07, 2025 Q3 2025 |
2
shares
|
$844
0.0% of portfolio
|
Q2 2025
Reduced 33.33%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Oct 21, 2025 Q3 2025 |
2
shares
|
$844
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Tfc Financial Management
|
Oct 24, 2025 Q3 2025 |
1
shares
|
$422
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Covestor LTD
Boston, MA |
Oct 30, 2025 Q3 2025 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|
|