Institutional Ownership Willamette Valley Vineyards Inc (WVVI)
This table provides information about the institutional ownership of Willamette Valley Vineyards Inc (WVVI). We have compiled data on the 42 institutions that hold shares in the stock, with a total of 712,944 shares, which have been reported (via 13F filing form) to have a value of $1.9 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Vanguard Group Inc
Valley Forge, PA |
Nov 07, 2025 Q3 2025 |
224,812
shares
|
$600,248
0.0% of portfolio
|
Q4 2023
Added 0.23%
|
|
|
Free Gulliver LLC
New Orleans, LA |
Nov 13, 2025 Q3 2025 |
102,573
shares
|
$273,869
0.17% of portfolio
|
Q3 2025
Added 0.59%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Nov 13, 2025 Q3 2025 |
72,152
shares
|
$192,645
0.0% of portfolio
|
Q3 2025
Reduced 0.41%
|
|
|
Next Capital Management LLC
|
Nov 05, 2025 Q3 2025 |
54,800
shares
|
$146,316
0.07% of portfolio
|
Q1 2021
Reduced 2.35%
|
|
|
Geode Capital Management, LLC
Boston, MA |
Nov 12, 2025 Q3 2025 |
37,178
shares
|
$99,265
0.0% of portfolio
|
Q3 2025
Added 0.4%
|
|
|
Dimensional Fund Advisors LP
Austin, TX |
Nov 12, 2025 Q3 2025 |
32,441
shares
|
$86,617
0.0% of portfolio
|
Q2 2025
Added 3.17%
|
|
|
Teton Advisors, LLC
Greenwich, CT |
Nov 12, 2025 Q3 2025 |
23,000
shares
|
$61,410
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Teton Advisors, Inc.
Rye, NY |
Aug 13, 2025 Q2 2025 |
23,000
shares
|
$61,410
0.08% of portfolio
|
Q3 2017
New holding
|
|
|
Gabelli Funds LLC
Rye, NY |
Nov 12, 2025 Q3 2025 |
20,000
shares
|
$53,400
0.0% of portfolio
|
Q3 2017
New holding
|
|
|
Creative Planning
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
15,600
shares
|
$41,652
0.0% of portfolio
|
Q4 2023
Reduced 49.84%
|
|
|
Clearview Wealth Advisors LLC
|
Oct 24, 2025 Q3 2025 |
15,524
shares
|
$41,449
0.04% of portfolio
|
Q3 2025
Reduced 0.32%
|
|
|
James Investment Research Inc
|
Oct 31, 2025 Q3 2025 |
12,921
shares
|
$34,499
0.01% of portfolio
|
Q2 2022
Added 63.12%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
12,921
shares
|
$34,499
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Price T Rowe Associates Inc
Baltimore, MD |
Nov 14, 2025 Q3 2025 |
10,850
shares
|
$28,969
0.0% of portfolio
|
Q4 2020
New holding
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2025 Q3 2025 |
10,743
shares
|
$28,683
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
State Street Corp
Boston, MA |
Nov 14, 2025 Q3 2025 |
10,700
shares
|
$28,569
0.0% of portfolio
|
Q1 2024
Reduced 24.18%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
7,500
shares
|
$20,025
0.0% of portfolio
|
Q3 2025
Added 11.94%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
5,875
shares
|
$15,686
0.0% of portfolio
|
Q3 2025
Reduced 20.34%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
5,049
shares
|
$13,480
0.0% of portfolio
|
Q3 2024
Added 40.06%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
4,514
shares
|
$12,052
0.0% of portfolio
|
Q2 2024
Reduced 58.09%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
1,604
shares
|
$4,282
0.0% of portfolio
|
Q3 2025
Reduced 2.2%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2025 Q3 2025 |
1,191
shares
|
$3,179
0.0% of portfolio
|
Q3 2025
Added 109.31%
|
|
|
Jones Financial Companies Lllp
|
Nov 04, 2025 Q3 2025 |
1,190
shares
|
$3,177
0.0% of portfolio
|
Q2 2025
Added 98.33%
|
|
|
National Bank Of Canada
|
Nov 14, 2025 Q3 2025 |
1,100
shares
|
$2,937
0.0% of portfolio
|
Q2 2024
Added 10.0%
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
1,066
shares
|
$2,846
0.0% of portfolio
|
Q3 2025
Reduced 40.71%
|
|