Willamette Valley Vineyards, Inc.
Willamette Valley Vineyards, Inc. (WVVI) Stock Ownership
Institutional vs insider vs public ownership from 13F and float data — top holders, activity, and insider trades below.
SEC 13F · FMP · WVVI · as of Sep 30, 2025
Ownership Breakdown
38
Institutional Holders
▼ 1 vs Q2
$2.52M
Total Inst. Value
▼ $1.31M vs Q2
4.98M
Shares Outstanding
freeFloat 82.42%
695,592
13F Shares Held
▲ 2,975 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
WVVI largest shareholders · institutional ownership
Q3 2025 · SEC 13F
Showing top 10 holders
| Holder | Shares | % Owned | Weight | Value | Reported | Change |
|---|---|---|---|---|---|---|
VANGUARD GROUP INC beverages | 224.8K | 4.53% | 4.53% | $818.32M | Nov 7, 2025 | — held |
FREEGULLIVER LLC beverages | 102.6K | 2.07% | 2.07% | $373.37M | Nov 13, 2025 | ▲ 604 |
RENAISSANCE TECHNOLOGIES LLC beverages | 72.2K | 1.45% | 1.45% | $257.58M | Nov 13, 2025 | ▼ 300 |
NEXT CAPITAL MANAGEMENT LLC beverages | 54.8K | 1.10% | 1.10% | $199.47M | Nov 5, 2025 | — held |
GEODE CAPITAL MANAGEMENT, LLC beverages | 37.2K | 74.89% | 74.89% | $135.38M | Nov 12, 2025 | ▲ 149 |
DIMENSIONAL FUND ADVISORS LP beverages | 32.4K | 65.35% | 65.35% | $118.08M | Nov 12, 2025 | — held |
beverages | 23.0K | 46.33% | 46.33% | $82.11M | Nov 12, 2025 | NEW |
GABELLI FUNDS LLC beverages | 20.0K | 40.29% | 40.29% | $71.40M | Nov 12, 2025 | — held |
CREATIVE PLANNING beverages | 15.6K | 31.42% | 31.42% | $56.78M | Nov 14, 2025 | — held |
CLEARVIEW WEALTH ADVISORS LLC beverages | 15.5K | 31.27% | 31.27% | $56.51M | Oct 24, 2025 | ▼ 50 |
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
6
Increased
+2.5K shares3
New Positions
first time holders5
Decreased
−2.6K shares3
Sold Out
fully exitedNet shares change (top 50)
130
+2.5K / −2.6K
Net new holders
+1
3 new / 3 exited
Based on top 50 institutional holders by position size. Fields: isNew, isSoldOut, changeInSharesNumber (FMP extract-analytics/holder, limit=50).
Insider Buying vs Selling
WVVI insider trading · insider activity
Source: SEC Form 4
Insiders have been net buyers of shares recently. Selling may be driven by pre-scheduled Rule 10b5-1 plans rather than negative sentiment.
5
Buy transactions
0
Sell transactions
0.00
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 |
|---|---|---|---|---|---|---|---|
TUREL STANLEY G director | May 12, 2026 | Award | 11,500 | — | — | 11.5K | Form 4 ↗ |
Smith Craig Alan director | May 12, 2026 | Award | 11,500 | — | — | 11.5K | Form 4 ↗ |
ROSE SARAH ALICE director | May 12, 2026 | Award | 4,500 | — | — | 4.5K | Form 4 ↗ |
FERRY JOHN ALPHONSUS CFO | May 12, 2026 | Award | 8,000 | — | — | 8.0K | Form 4 ↗ |
FERRY JOHN ALPHONSUS CFO | May 12, 2026 | Award | 5,500 | — | — | 5.5K | Form 4 ↗ |
Ellis James L director | May 12, 2026 | Award | 11,500 | — | — | 11.5K | Form 4 ↗ |
Osborn Michael Jordan Chief Executive Officer | Aug 17, 2025 | Award | 15,000 | — | — | 20.0K | Form 4 ↗ |
Osborn Michael Jordan CEO | Dec 11, 2025 | Purchase | 893 | $2.91 | $2.6K | 5.0K | Form 4 ↗ |
Osborn Michael Jordan CEO | Dec 11, 2025 | Purchase | 9 | $2.98 | $26.82 | 4.1K | Form 4 ↗ |
Osborn Michael Jordan CEO | Dec 11, 2025 | Purchase | 9 | $2.91 | $26.19 | 4.1K | 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
Willamette Valley Vineyards, Inc. (WVVI) is primarily owned by institutional investors, who hold approximately 14.0% of total shares outstanding. Company insiders own approximately 17.58%, while retail and public investors account for the remaining 68.45%.
The largest institutional shareholder of Willamette Valley Vineyards, Inc. is VANGUARD GROUP INC, holding approximately 224,812 shares — equal to 4.53% of outstanding shares — as of September 30, 2025.
A total of 38 institutional investors currently hold WVVI stock, with a combined institutional value of approximately $2,519,590 as of the most recent 13F filing period.
Frequently asked questions
WVVI ownershipWillamette Valley Vineyards, Inc. (WVVI) is primarily owned by institutional investors, who hold approximately 14.0% of shares. The largest shareholder is VANGUARD GROUP INC with a 4.53% stake. Company insiders hold 17.58%. Data sourced from SEC Form 13F as of September 30, 2025.