Winmark Corporation
Winmark Corporation (WINA) Stock Ownership
Institutional vs insider vs public ownership from 13F and float data — top holders, activity, and insider trades below.
SEC 13F · FMP · WINA · as of Mar 31, 2025
Ownership Breakdown
195
Institutional Holders
▲ 10 vs Q4
$860.45M
Total Inst. Value
▼ $189.78M vs Q4
3.58M
Shares Outstanding
freeFloat 77.22%
2.71M
13F Shares Held
▲ 35,036 vs Q4
Institutional ownership = 13F shares ÷ total outstanding. Insider % = 100 − free float. Public % = free float − institution %. Data: FMP /symbol-positions-summary + /shares-float + SEC EDGAR.
Top Institutional Holders
WINA largest shareholders · institutional ownership
Q1 2025 · SEC 13F
Showing top 10 holders
| Holder | Shares | % Owned | Weight | Value | Reported | Change |
|---|---|---|---|---|---|---|
NEUBERGER BERMAN GROUP LLC retail-miscellaneous retail | 327.8K | 9.26% | 9.26% | $104.20B | May 13, 2025 | ▼ 5.5K |
BLACKROCK, INC. retail-miscellaneous retail | 256.5K | 7.25% | 7.25% | $81.54B | May 2, 2025 | ▲ 747 |
RENAISSANCE TECHNOLOGIES LLC retail-miscellaneous retail | 175.5K | 4.96% | 4.96% | $55.80B | May 14, 2025 | ▲ 1.3K |
VANGUARD GROUP INC retail-miscellaneous retail | 171.3K | 4.84% | 4.84% | $54.46B | May 9, 2025 | ▲ 2.4K |
ALTRAVUE CAPITAL, LLC retail-miscellaneous retail | 170.8K | 4.83% | 4.83% | $54.28B | May 13, 2025 | ▼ 4.2K |
PORT CAPITAL LLC retail-miscellaneous retail | 107.4K | 3.04% | 3.04% | $34.14B | May 15, 2025 | ▲ 1.5K |
DIMENSIONAL FUND ADVISORS LP retail-miscellaneous retail | 92.7K | 2.62% | 2.62% | $29.47B | May 13, 2025 | ▼ 9.7K |
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC retail-miscellaneous retail | 88.4K | 2.50% | 2.50% | $28.11B | May 9, 2025 | ▲ 3.6K |
NINE TEN CAPITAL MANAGEMENT LLC retail-miscellaneous retail | 83.9K | 2.37% | 2.37% | $26.67B | May 15, 2025 | — held |
STATE STREET CORP retail-miscellaneous retail | 77.1K | 2.18% | 2.18% | $24.52B | May 15, 2025 | ▼ 74 |
Data from SEC Form 13F filings. Ownership bar normalised to largest holder. Change flags: isNew / isSoldOut / changeInSharesNumber (FMP extract-analytics/holder).
Institutional Activity
Q1 2025 vs prior quarter
Q1 2025
26
Increased
+118.8K shares4
New Positions
first time holders15
Decreased
−83.3K shares0
Sold Out
fully exitedNet shares change (top 50)
+35.5K
+118.8K / −83.3K
Net new holders
+15
4 new / 0 exited
Based on top 50 institutional holders by position size. Fields: isNew, isSoldOut, changeInSharesNumber (FMP extract-analytics/holder, limit=50).
Insider Buying vs Selling
WINA insider trading · insider activity
Source: SEC Form 4
Insiders have been primarily selling shares recently. Selling may be driven by pre-scheduled Rule 10b5-1 plans rather than negative sentiment.
14
Buy transactions
2
Sell transactions
7.00
Buy/Sell ratio
$0M
Total disposed
Recent Insider Transactions
Showing 10 most recent · Common Stock only
| Name · Role | Date | Type | Shares | Price | Value | After Trans. | Filing |
|---|---|---|---|---|---|---|---|
Barbetta Lawrence A director | Jun 1, 2026 | Award | 356 | $378.57 | $134.8K | 356 | Form 4 ↗ |
Becker Amy C director | Jun 1, 2026 | Award | 356 | $378.57 | $134.8K | 356 | Form 4 ↗ |
SMITH PHILIP IRVING director | Jun 1, 2026 | Award | 356 | $378.57 | $134.8K | 356 | Form 4 ↗ |
SPRENGER GINA DECARO director | Jun 1, 2026 | Award | 356 | $378.57 | $134.8K | 356 | Form 4 ↗ |
Tomlinson Percy C Jr director | Jun 1, 2026 | Award | 356 | $378.57 | $134.8K | 356 | Form 4 ↗ |
Hoppe Stephanie S. director | Jun 1, 2026 | Award | 356 | $378.57 | $134.8K | 356 | Form 4 ↗ |
Credendino Keith director | Jun 1, 2026 | Award | 356 | $378.57 | $134.8K | 356 | Form 4 ↗ |
Ishaug Anthony D CHIEF FINANCIAL OFFICER | Jun 1, 2026 | Award | 2,420 | $378.57 | $916.1K | 2.4K | Form 4 ↗ |
Gaudette Renae M. CHIEF OPERATING OFFICER | Jun 1, 2026 | Award | 1,984 | $378.57 | $751.1K | 2.0K | Form 4 ↗ |
HEFFES BRETT D CHAIR AND CEO | Jun 1, 2026 | Award | 4,620 | $378.57 | $1.75M | 4.6K | Form 4 ↗ |
Source: /insider-trading/search (FMP stable). Buy/Sell direction: acquisitionOrDisposition A=Buy, D=Sell. RSU vesting (M-Exempt) excluded from sentiment bar. All data from SEC EDGAR public filings.
About institutional & insider ownership
Winmark Corporation (WINA) is primarily owned by institutional investors, who hold approximately 75.7% of total shares outstanding. Company insiders own approximately 22.78%, while retail and public investors account for the remaining 1.56%.
The largest institutional shareholder of Winmark Corporation is NEUBERGER BERMAN GROUP LLC, holding approximately 327,807 shares — equal to 9.26% of outstanding shares — as of March 31, 2025.
A total of 195 institutional investors currently hold WINA stock, with a combined institutional value of approximately $860,450,411 as of the most recent 13F filing period.
Frequently asked questions
WINA ownershipWinmark Corporation (WINA) is primarily owned by institutional investors, who hold approximately 75.7% of shares. The largest shareholder is NEUBERGER BERMAN GROUP LLC with a 9.26% stake. Company insiders hold 22.78%. Data sourced from SEC Form 13F as of March 31, 2025.