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Winmark Corporation (WINA) institutional ownership

Latest close $331.35 Jul 30, 2026
Market cap$1.5B 52-week range SectorConsumer Cyclical
Funds holding · Q1 2026
227
reported WINA position changes
Top owners · Q2 2026
No disclosed owners are available.
Institutional activity · Q1 2026
Activity unavailable N/A
125 buyers · 102 sellers

Winmark Corporation (WINA) price and institutional activity

Dates

Q1 2026

$0 bought by 125 investors
BlackRockState Street +123 more
$0 sold by 102 investors
William Blair Investment Management, LLCArrowstreet Capital, Limited Partnership +100 more
Bought Sold Totals per quarter; hover a bar for the names.

Winmark Corporation (WINA) institutional activity · 227

Investor Type Est. change Change Δ Own Date
BlackRock · Added
Change +202K Date Q1 2026
BlackRock Added· Q1 2026 +202K Q1 2026
William Blair Investment Management, LLC · Exited
Change −52K Δ Own −100.0% Date Q1 2026
William Blair Investment Management, LLC Exited· Q1 2026 −52K −100.0% Q1 2026
State Street · Added
Change +40K Date Q1 2026
State Street Added· Q1 2026 +40K Q1 2026
Vanguard · Added
Change +25K Date Q1 2026
Vanguard Added· Q1 2026 +25K Q1 2026
Citadel Advisors LLC Added· Q1 2026 +16K +225.6% Q1 2026
Arrowstreet Capital, Limited Partnership · Exited
Change −15K Δ Own −100.0% Date Q1 2026
Arrowstreet Capital, Limited Partnership Exited· Q1 2026 −15K −100.0% Q1 2026
Principal Financial Group Inc · New
Change +14K Date Q1 2026
Principal Financial Group Inc New· Q1 2026 +14K Q1 2026
Morgan Stanley · Added
Change +13K Date Q1 2026
Morgan Stanley Added· Q1 2026 +13K Q1 2026
Goldman Sachs Group Inc · Reduced
Change −12K Date Q1 2026
Goldman Sachs Group Inc Reduced· Q1 2026 −12K Q1 2026
Altravue Capital, LLC · Reduced
Change −12K Date Q1 2026
Altravue Capital, LLC Reduced· Q1 2026 −12K Q1 2026
Public Sector Pension Investment Board · New
Change +11K Date Q1 2026
Public Sector Pension Investment Board New· Q1 2026 +11K Q1 2026
BNP Paribas Financial Markets · Reduced
Change −10K Date Q1 2026
BNP Paribas Financial Markets Reduced· Q1 2026 −10K Q1 2026
Bridgewater Associates, LP New· Q1 2026 +9K Q1 2026
Fisher Asset Management, LLC Reduced· Q1 2026 −9K −8.9% Q1 2026
Kingsview Wealth Management, LLC · New
Change +9K Date Q1 2026
Kingsview Wealth Management, LLC New· Q1 2026 +9K Q1 2026
Data through Q1 2026 · filed Jun 2, 2026
15 of 227

Famous investor activity in Winmark Corporation (WINA)

Winmark Corporation (WINA) insider trading

Company insiders, action and economics first; trade and filed dates last.
Dates
Insider Title Type Price Qty Value Owned ΔOwn Trade date Filed date
Tomlinson Percy C. Jr · Director 4 operations $0
Price $197.80–$242.58 Qty 0 Owned 20 Trade date Jul 1, 2026 Filed date Jul 1, 2026
Tomlinson Percy C. Jr Director 4 operations $197.80–$242.58 0 $0 20 Jul 1, 2026 Jul 1, 2026
Barbetta Lawrence A. · Director Grant (A) $135K
Price $378.57 Qty 356 Owned 356 Trade date Jun 1, 2026 Filed date Jun 3, 2026
Barbetta Lawrence A. Director Grant (A) $378.57 356 $135K 356 Jun 1, 2026 Jun 3, 2026
Becker Amy C. · Director Grant (A) $135K
Price $378.57 Qty 356 Owned 356 Trade date Jun 1, 2026 Filed date Jun 1, 2026
Becker Amy C. Director Grant (A) $378.57 356 $135K 356 Jun 1, 2026 Jun 1, 2026
Smith Philip Irving · Director Grant (A) $135K
Price $378.57 Qty 356 Owned 356 Trade date Jun 1, 2026 Filed date Jun 1, 2026
Smith Philip Irving Director Grant (A) $378.57 356 $135K 356 Jun 1, 2026 Jun 1, 2026
Sprenger Gina Decaro · Director Grant (A) $135K
Price $378.57 Qty 356 Owned 356 Trade date Jun 1, 2026 Filed date Jun 1, 2026
Sprenger Gina Decaro Director Grant (A) $378.57 356 $135K 356 Jun 1, 2026 Jun 1, 2026
Tomlinson Percy C. Jr · Director Grant (A) $135K
Price $378.57 Qty 356 Owned 356 Trade date Jun 1, 2026 Filed date Jun 1, 2026
Tomlinson Percy C. Jr Director Grant (A) $378.57 356 $135K 356 Jun 1, 2026 Jun 1, 2026
Hoppe Stephanie S. · Director Grant (A) $135K
Price $378.57 Qty 356 Owned 356 Trade date Jun 1, 2026 Filed date Jun 1, 2026
Hoppe Stephanie S. Director Grant (A) $378.57 356 $135K 356 Jun 1, 2026 Jun 1, 2026
Credendino Keith · Director Grant (A) $135K
Price $378.57 Qty 356 Owned 356 Trade date Jun 1, 2026 Filed date Jun 1, 2026
Credendino Keith Director Grant (A) $378.57 356 $135K 356 Jun 1, 2026 Jun 1, 2026
Ishaug Anthony D. · CFO Grant (A) $916K
Price $378.57 Qty 2K Owned 2K Trade date Jun 1, 2026 Filed date Jun 1, 2026
Ishaug Anthony D. CFO Grant (A) $378.57 2K $916K 2K Jun 1, 2026 Jun 1, 2026
Gaudette Renae M. · Officer Grant (A) $751K
Price $378.57 Qty 2K Owned 2K Trade date Jun 1, 2026 Filed date Jun 1, 2026
Gaudette Renae M. Officer Grant (A) $378.57 2K $751K 2K Jun 1, 2026 Jun 1, 2026
Heffes Brett D. · Director Grant (A) $1.7M
Price $378.57 Qty 5K Owned 5K Trade date Jun 1, 2026 Filed date Jun 1, 2026
Heffes Brett D. Director Grant (A) $378.57 5K $1.7M 5K Jun 1, 2026 Jun 1, 2026
Hake Lisa Schurke · Officer 2 operations $4.2M
Price $378.57 Qty 11K Owned 2K Trade date Jun 1, 2026 Filed date Jun 1, 2026
Hake Lisa Schurke Officer 2 operations $378.57 11K $4.2M 2K Jun 1, 2026 Jun 1, 2026
Hoppe Stephanie S. · Director Grant (A) $1.3M
Price $372.02 Qty 3K Owned 3K Trade date May 5, 2026 Filed date May 6, 2026
Hoppe Stephanie S. Director Grant (A) $372.02 3K $1.3M 3K May 5, 2026 May 6, 2026
Ishaug Anthony D. · CFO 2 operations $0
Price $98.25 Qty 0 Owned 0 Trade date Apr 30, 2026 Filed date Apr 30, 2026
Ishaug Anthony D. CFO 2 operations $98.25 0 $0 0 Apr 30, 2026 Apr 30, 2026
Gaudette Renae M. · Officer 2 operations $0
Price $98.25 Qty 0 Owned 0 Trade date Apr 28, 2026 Filed date Apr 28, 2026
Gaudette Renae M. Officer 2 operations $98.25 0 $0 0 Apr 28, 2026 Apr 28, 2026
15 of 43
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Winmark Corporation (WINA) activist and large shareholders

Dates
Owner/Filer identity Shares reported % of shares outstanding Filing date
Neuberger Berman Group LLC 308K
% of shares outstanding 8.8% Filing date Feb 12, 2024
Neuberger Berman Group LLC 308K 8.8% Feb 12, 2024
BlackRock Inc. 264K
% of shares outstanding 7.6% Filing date Jan 26, 2024
BlackRock Inc. 264K 7.6% Jan 26, 2024
First Trust Portfolios L.P. 190K
% of shares outstanding 5.3% Filing date Jul 27, 2026
First Trust Portfolios L.P. 190K 5.3% Jul 27, 2026
Renaissance Technologies LLC 177K
% of shares outstanding 5.1% Filing date Feb 13, 2024
Renaissance Technologies LLC 177K 5.1% Feb 13, 2024
T. Rowe Price Investment Management, Inc. 144K
% of shares outstanding 4.1% Filing date Feb 14, 2023
T. Rowe Price Investment Management, Inc. 144K 4.1% Feb 14, 2023
Nine Ten Capital Management LLC 91K
% of shares outstanding 2.6% Filing date Feb 10, 2023
Nine Ten Capital Management LLC 91K 2.6% Feb 10, 2023
Mawer Investment Management Ltd. 90K
% of shares outstanding 2.6% Filing date Nov 8, 2024
Mawer Investment Management Ltd. 90K 2.6% Nov 8, 2024
T. Rowe Price Associates 2K
% of shares outstanding 0.0% Filing date Aug 10, 2022
T. Rowe Price Associates 2K 0.0% Aug 10, 2022
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Winmark Corporation (WINA) ownership FAQ

Who owns WINA?

227 reporting institutions disclosed WINA position changes in the Q1 2026 snapshot.

How is institutional activity calculated?

For each manager, WhoBought compares accepted consecutive 13F share counts. Share change is current shares minus prior shares. Estimated dollar change is that signed share change multiplied by the split-adjusted quarter-mean close. The activity table on this page uses Q1 2026.

What are activist and large shareholder filings?

An investor crossing 5% of a share class generally files Schedule 13D for activist intent or Schedule 13G for a passive position. The technical form names appear here rather than in the activity rows.

Where does this data come from?

Ownership and institutional activity come from SEC Form 13F filings. Insider activity comes from SEC Form 4, and large-shareholder activity from SEC Schedules 13D and 13G. FMP supplies price data only. Company logos use the local verified Parqet cache with one shared fallback.

Why are ownership reports delayed?

Form 13F is a quarterly disclosure and is normally filed after the quarter ends. Every ownership and activity value therefore names its represented period; it is not presented as a live position.

How are missing table values shown?

A muted dash marks a missing table value. It means the filing omitted the value, comparable data is unavailable, or no prior position exists for comparison.