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 Sep 30, 2025
Ownership Breakdown
217
Institutional Holders
▲ 4 vs Q2
$1.49B
Total Inst. Value
▲ $376.66M vs Q2
3.58M
Shares Outstanding
freeFloat 77.22%
3.00M
13F Shares Held
▲ 45,886 vs Q2
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
Q3 2025 · SEC 13F
Showing top 10 holders
| Holder | Shares | % Owned | Weight | Value | Reported | Change |
|---|---|---|---|---|---|---|
NEUBERGER BERMAN GROUP LLC retail-miscellaneous retail | 310.6K | 8.74% | 8.74% | $154.60B | Nov 12, 2025 | ▼ 7.1K |
BLACKROCK, INC. retail-miscellaneous retail | 258.7K | 7.28% | 7.28% | $128.75B | Nov 12, 2025 | ▲ 2.6K |
RENAISSANCE TECHNOLOGIES LLC retail-miscellaneous retail | 214.9K | 6.05% | 6.05% | $106.97B | Nov 13, 2025 | ▼ 5.6K |
VANGUARD GROUP INC retail-miscellaneous retail | 180.6K | 5.08% | 5.08% | $89.90B | Nov 7, 2025 | ▼ 764 |
ALTRAVUE CAPITAL, LLC retail-miscellaneous retail | 174.3K | 4.91% | 4.91% | $86.77B | Nov 12, 2025 | ▲ 1.4K |
FISHER ASSET MANAGEMENT, LLC retail-miscellaneous retail | 109.4K | 3.08% | 3.08% | $54.47B | Nov 12, 2025 | ▲ 27.3K |
PORT CAPITAL LLC retail-miscellaneous retail | 98.1K | 2.76% | 2.76% | $48.84B | Nov 14, 2025 | ▼ 10.0K |
FIRST TRUST ADVISORS LP retail-miscellaneous retail | 97.5K | 2.74% | 2.74% | $48.51B | Nov 12, 2025 | ▲ 53.4K |
NINE TEN CAPITAL MANAGEMENT LLC retail-miscellaneous retail | 83.9K | 2.36% | 2.36% | $41.76B | Nov 14, 2025 | — held |
JACOBS LEVY EQUITY MANAGEMENT, INC retail-miscellaneous retail | 81.4K | 2.29% | 2.29% | $40.53B | Nov 17, 2025 | ▲ 68.6K |
Data from SEC Form 13F filings. Ownership bar normalised to largest holder. Change flags: isNew / isSoldOut / changeInSharesNumber (FMP extract-analytics/holder).
Institutional Activity
Q3 2025 vs prior quarter
Q3 2025
25
Increased
+257.8K shares2
New Positions
first time holders17
Decreased
−127.5K shares0
Sold Out
fully exitedNet shares change (top 50)
+130.3K
+257.8K / −127.5K
Net new holders
+10
2 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 83.8% of total shares outstanding. Company insiders own approximately 22.78%, while retail and public investors account for the remaining 0.00%.
The largest institutional shareholder of Winmark Corporation is NEUBERGER BERMAN GROUP LLC, holding approximately 310,585 shares — equal to 8.74% of outstanding shares — as of September 30, 2025.
A total of 217 institutional investors currently hold WINA stock, with a combined institutional value of approximately $1.49 billion as of the most recent 13F filing period.
Frequently asked questions
WINA ownershipWinmark Corporation (WINA) is primarily owned by institutional investors, who hold approximately 83.8% of shares. The largest shareholder is NEUBERGER BERMAN GROUP LLC with a 8.74% stake. Company insiders hold 22.78%. Data sourced from SEC Form 13F as of September 30, 2025.