Winmark
WINA
294.92
-0.93
-0.31%
Winmark
US · WINA
#3208 by market cap
294.92
-0.93
-0.31%
Live - 5344 symbols - heartbeat 330s ago
· 2026-10-08 08:54
Pre-market
294.29
-0.21%
After-hours
294.64
-0.09%
- Market cap
- 1.06B
- P/E (TTM)i
- 26.79
- P/Bi
- -28.16
- EPSi
- 11.30
- Div yieldi
- 1.32%
- 52W posi
- 7%
Reader sentiment
Are you bullish or bearish on WINA?
Anonymous reader poll. Unscientific, not investment advice.
✦ Quant Ownership Signal how this is computed
Distributing
- The number of reporting institutions decreased by 1 in the most recent period (2026/Q3).
- Total institutional ownership fell 0.2 percentage points.
Institutional ownership
- Held by institutions
- 91.71% -0.20pp
- Institutions
- 266 -1
- As of
- 2026/Q3 vs. prior period
Ownership vs. money flow
AlignedInstitutions trimmed shares last reporting period, and the stock has seen net outflows in main-fund flow over the last 20 trading sessions - the two line up.
Institutional ownership changes are reported quarterly with a lag; fund-flow data is daily. Treat this as a directional cross-check, not a precise timing signal.
Holder types
Mutual Fund70.68%
Individual/Insider17.00%
Hedge Fund15.77%
Public Company2.78%
Government Pension Fund1.35%
Private Company0.61%
Insurance Company0.24%
Family Office/Trust0.13%
Corporate Pension Plan0.12%
Top holders as of 2026-06-30
BlackRock
13.63% · 489.77K sh
Ronald Olson
11.05% · 396.91K sh
Neuberger Berman Investment Advisers LLC
7.98% · 286.59K sh
Renaissance Technologies Corp.
5.69% · 204.41K sh
First Trust Advisors L.P.
4.89% · 175.48K sh
AltraVue Capital, LLC
4.80% · 172.36K sh
Vanguard Capital Management, LLC
4.45% · 159.85K sh
State Street Global Advisors
3.63% · 130.36K sh
Brett Heffes
3.19% · 114.74K sh
Jacobs Levy Equity Management Inc
2.57% · 92.30K sh
Bar length is relative to the largest holder shown here, not to 100% of the company.
Insiders
50 filings tracked · 39 buys · 11 sells
| Name | Role | Stake |
|---|---|---|
| Ronald Olson | -- | 11.05% |
| Brett Heffes | Chairperson & CEO | 3.19% |
| Anthony Ishaug | Chief Financial Officer | 1.94% |
| Renae Gaudette | Executive VP & Chief Operating Officer | 0.59% |
| Percy Tomlinson | Lead Independent Director | 0.13% |
| Jenele Grassle | Independent Director | 0.07% |
| Lawrence Barbetta | Independent Director | 0.02% |
| Gina De Caro Sprenger | Independent Director | 0.01% |
| Philip Smith | Independent Director | -- |
| Amy Becker | Independent Director | -- |
Insider transactions most recent Form 4 filings
| Date | Name | Role | Type | Shares | Price |
|---|---|---|---|---|---|
| 2026-07-13 | Jenele Grassle | Independent Director | Intent to Sell (Form 144) | -1,390 | $377.52 |
| 2026-06-30 | Percy Tomlinson | Lead Independent Director | Derivative Exercise and Retained | +3,700 | $197.80–242.58 |
| 2026-05-31 | Percy Tomlinson | Lead Independent Director | Other Derivative Acquisition | +356 | $378.57 |
| 2026-05-31 | Brett Heffes | Chairperson & CEO | Other Derivative Acquisition | +4,620 | $378.57 |
| 2026-05-31 | Lawrence Barbetta | Independent Director | Other Derivative Acquisition | +356 | $378.57 |
| 2026-05-31 | Philip Smith | Independent Director | Other Derivative Acquisition | +356 | $378.57 |
| 2026-05-31 | Anthony Ishaug | Chief Financial Officer | Other Derivative Acquisition | +2,420 | $378.57 |
| 2026-05-31 | Amy Becker | Independent Director | Other Derivative Acquisition | +356 | $378.57 |
| 2026-05-31 | Renae Gaudette | Executive VP & Chief Operating Officer | Other Derivative Acquisition | +1,984 | $378.57 |
| 2026-05-31 | Gina De Caro Sprenger | Independent Director | Other Derivative Acquisition | +356 | $378.57 |
| 2026-05-31 | Lisa Hake | Chief Marketing Officer | Other Derivative Acquisition | +10,968 | $378.57 |
| 2026-05-31 | Keith Credendino | Director | Other Derivative Acquisition | +356 | $378.57 |
| 2026-05-31 | Stephanie Hoppe | Director | Other Derivative Acquisition | +356 | $378.57 |
| 2026-05-06 | Jenele Grassle | Independent Director | Intent to Sell (Form 144) | -3,000 | $365.72 |
| 2026-05-04 | Stephanie Hoppe | Director | Other Derivative Acquisition | +3,400 | $372.02 |
| 2026-04-29 | Anthony Ishaug | Chief Financial Officer | Derivative Exercise and Retained | +3,293 | $98.25 |
| 2026-04-27 | Renae Gaudette | Executive VP & Chief Operating Officer | Derivative Exercise and Retained | +2,500 | $98.25 |
| 2026-03-03 | Jenele Grassle | Independent Director | Open Market Disposition | -3,900 | $475.80 |
| 2026-03-02 | Percy Tomlinson | Lead Independent Director | Open Market Disposition | -1,660 | $460.52 |
| 2026-02-25 | Percy Tomlinson | Lead Independent Director | Derivative Exercise and Retained | +1,660 | $197.80–242.58 |
Form 4 filings, most recent per company. "Other Derivative Acquisition" rows are mostly RSU/option vesting, not open-market buying - the Type column says which.
Quote time 2026-10-08 08:54:44 · For reference only, not investment advice and not tailored to your situation.