WINMARK CORP — Institutional Ownership
Which tracked institutions hold WINA, and how they changed the position last quarter. Latest holdings as of Jun 30, 2026. Source: SEC 13-F filings.
27
Funds holding
$372122910
Total value held
Buying
18 added/new · 9 reduced
| # | Institution | Value | Shares | Δ Shares | Change (QoQ) |
|---|---|---|---|---|---|
| 1 | Blackrock, Inc. | $207212325 | 489771 | +23394 | +5.02% |
| 2 | State Street Corp | $55152709 | 130360 | +6715 | +5.43% |
| 3 | Northern Trust Corp | $16098194 | 38050 | +2643 | +7.46% |
| 4 | Goldman Sachs Group Inc | $15534651 | 36718 | -33300 | -47.56% |
| 5 | Morgan Stanley | $15228010 | 35992 | +2484 | +7.41% |
| 6 | Bank Of New York Mellon Corp | $13318933 | 31481 | +711 | +2.31% |
| 7 | Raymond James Financial Inc | $8343983 | 19722 | -7639 | -27.92% |
| 8 | Bank Of America Corp /De/ | $6524215 | 15421 | +709 | +4.82% |
| 9 | Ameriprise Financial Inc | $6135506 | 14502 | +14502 | NEW BUY |
| 10 | Principal Financial Group Inc | $6072468 | 14353 | -18 | -0.13% |
| 11 | Wells Fargo & Company/Mn | $3896132 | 9209 | +2963 | +47.44% |
| 12 | Ubs Group Ag | $3555141 | 8403 | +8403 | NEW BUY |
| 13 | Royal Bank Of Canada | $3214000 | 7598 | -920 | -10.80% |
| 14 | Invesco Ltd. | $2633249 | 6224 | +6224 | NEW BUY |
| 15 | Stifel Financial Corp | $1685460 | 3984 | +3984 | NEW BUY |
| 16 | Jpmorgan Chase & Co | $1678857 | 3910 | -597 | -13.25% |
| 17 | Sei Investments Co | $1658769 | 3920 | -186 | -4.53% |
| 18 | Prudential Financial Inc | $1319163 | 3118 | +20 | +0.65% |
| 19 | Franklin Resources Inc | $847852 | 2004 | -15 | -0.74% |
| 20 | Citigroup Inc | $805967 | 1905 | +684 | +56.02% |
| 21 | Janus Henderson Group Plc | $550008 | 1288 | +1288 | NEW BUY |
| 22 | Fifth Third Bancorp | $387291 | 915 | -6 | -0.65% |
| 23 | Barclays Plc | $221270 | 523 | -65 | -11.05% |
| 24 | Pnc Financial Services Group, Inc. | $23692 | 56 | +46 | +460.00% |
| 25 | Us Bancorp \De\ | $19885 | 47 | +1 | +2.17% |
| 26 | First Horizon Corp | $5077 | 12 | +12 | NEW BUY |
| 27 | Amalgamated Financial Corp. | $103 | 470 | +470 | NEW BUY |
Aggregated across tracked institutional filers. Reported quarterly on SEC Form 13-F and may lag. For research only — not investment advice.