Fund shareholders of Winmark Corp
ISIN US9742501029 · United States
- Fund shareholders
- 222
- Of which ETFs
- 59 163 other funds
- Value held
- ≈ 573.4M $ 569.9M $ · 34M SEK
- Share of capital
- 40.1 % of 3.6M shares on Oct 12, 2026
| Fund | Shares | Value | Weight in fund | Share of capital | |
|---|---|---|---|---|---|
| iShares Core S&P Small-Cap ETF iShares Trust | 178,948 | 75.7M $ | 0.07 % | 5.03 % | as of Jun 30, 2026 ↗ |
| Neuberger Genesis Fund NEUBERGER BERMAN EQUITY FUNDS | 168,630 | 63.8M $ | 0.87 % | 4.74 % | as of May 31, 2026 ↗ |
| First Trust SMID Cap Rising Dividend Achievers ETF First Trust Exchange-Traded Fund VI | 164,615 | 69.6M $ | 0.61 % | 4.63 % | as of Jun 30, 2026 ↗ |
| VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS | 102,395 | 43.3M $ | 0.00 % | 2.88 % | as of Jun 30, 2026 ↗ |
| iShares Russell 2000 ETF iShares Trust | 76,272 | 32.3M $ | 0.04 % | 2.14 % | as of Jun 30, 2026 ↗ |
| VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS | 34,276 | 14.5M $ | 0.01 % | 0.96 % | as of Jun 30, 2026 ↗ |
| Fidelity Small Cap Index Fund Fidelity Salem Street Trust | 33,107 | 11M $ | 0.03 % | 0.93 % | as of Jul 31, 2026 ↗ |
| iShares Russell 2000 Value ETF iShares Trust | 27,606 | 11.7M $ | 0.08 % | 0.78 % | as of Jun 30, 2026 ↗ |
| State Street(R) SPDR(R) Portfolio S&P 600(TM) Small Cap ETF SPDR SERIES TRUST | 27,290 | 11.5M $ | 0.07 % | 0.77 % | as of Jun 30, 2026 ↗ |
| AVE MARIA VALUE FUND Schwartz Investment Trust | 26,600 | 11.3M $ | 2.10 % | 0.75 % | as of Jun 30, 2026 ↗ |
| JNL Multi-Manager Small Cap Value Fund JNL Series Trust | 22,104 | 9.4M $ | 0.47 % | 0.62 % | as of Jun 30, 2026 ↗ |
| Bridge Builder Small/Mid Cap Growth Fund Bridge Builder Trust | 19,545 | 8.3M $ | 0.07 % | 0.55 % | as of Jun 30, 2026 ↗ |
| Neuberger Berman Genesis Portfolio Brighthouse Funds Trust II | 18,239 | 7.7M $ | 0.98 % | 0.51 % | as of Jun 30, 2026 ↗ |
| Old Westbury Small & Mid Cap Strategies Fund Old Westbury Funds Inc | 16,734 | 5.6M $ | 0.06 % | 0.47 % | as of Jul 31, 2026 ↗ |
| U.S. MICRO CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 16,260 | 5.4M $ | 0.07 % | 0.46 % | as of Jul 31, 2026 ↗ |
| U.S. SMALL CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 15,984 | 5.3M $ | 0.03 % | 0.45 % | as of Jul 31, 2026 ↗ |
| Fidelity Extended Market Index Fund Fidelity Concord Street Trust | 15,359 | 5.8M $ | 0.01 % | 0.43 % | as of May 31, 2026 ↗ |
| VANGUARD RUSSELL 2000 INDEX FUND VANGUARD SCOTTSDALE FUNDS | 15,304 | 5.8M $ | 0.03 % | 0.43 % | as of May 31, 2026 ↗ |
| iShares S&P Small-Cap 600 Growth ETF iShares Trust | 15,198 | 6.4M $ | 0.08 % | 0.43 % | as of Jun 30, 2026 ↗ |
| Victory Market Neutral Income Fund Victory Portfolios II | 15,114 | 6.4M $ | 0.20 % | 0.42 % | as of Jun 30, 2026 ↗ |
| Schwab U.S. Small-Cap ETF SCHWAB STRATEGIC TRUST | 14,346 | 5.4M $ | 0.02 % | 0.40 % | as of May 31, 2026 ↗ |
| State Street(R) SPDR(R) S&P(R) Retail ETF SPDR SERIES TRUST | 13,231 | 5.6M $ | 1.47 % | 0.37 % | as of Jun 30, 2026 ↗ |
| FT Vest SMID Rising Dividend Achievers Target Income ETF First Trust Exchange-Traded Fund IV | 12,974 | 4.3M $ | 0.48 % | 0.36 % | as of Jul 31, 2026 ↗ |
| Opus Small Cap Value ETF ETF Series Solutions | 12,827 | 4.3M $ | 0.61 % | 0.36 % | as of Jul 31, 2026 ↗ |
| VANGUARD TAX-MANAGED SMALL-CAP FUND VANGUARD TAX-MANAGED FUNDS | 12,059 | 5.1M $ | 0.04 % | 0.34 % | as of Jun 30, 2026 ↗ |
| VANGUARD CONSUMER DISCRETIONARY INDEX FUND VANGUARD WORLD FUND | 11,974 | 4.5M $ | 0.07 % | 0.34 % | as of May 31, 2026 ↗ |
| Dimensional U.S. Small Cap ETF Dimensional ETF Trust | 11,712 | 3.9M $ | 0.03 % | 0.33 % | as of Jul 31, 2026 ↗ |
| AB Small Cap Value Portfolio AB CAP FUND, INC. | 11,668 | 4.9M $ | 0.85 % | 0.33 % | as of Jun 30, 2026 ↗ |
| WisdomTree U.S. SmallCap Dividend Fund WisdomTree Trust | 11,487 | 4.9M $ | 0.22 % | 0.32 % | as of Jun 30, 2026 ↗ |
| iShares S&P Small-Cap 600 Value ETF iShares Trust | 11,036 | 4.7M $ | 0.06 % | 0.31 % | as of Jun 30, 2026 ↗ |
| iShares Micro-Cap ETF iShares Trust | 10,220 | 4.3M $ | 0.28 % | 0.29 % | as of Jun 30, 2026 ↗ |
| VANGUARD S&P SMALL-CAP 600 INDEX FUND VANGUARD ADMIRAL FUNDS | 10,208 | 3.9M $ | 0.07 % | 0.29 % | as of May 31, 2026 ↗ |
| Multi-Manager Small Cap Equity Strategies Fund COLUMBIA FUNDS SERIES TRUST I | 10,012 | 3.8M $ | 0.29 % | 0.28 % | as of May 31, 2026 ↗ |
| State Street(R) SPDR(R) S & P 600(TM) Small Cap Growth ETF SPDR SERIES TRUST | 9,411 | 4M $ | 0.08 % | 0.26 % | as of Jun 30, 2026 ↗ |
| BlackRock Advantage Small Cap Core Fund BlackRock Funds | 8,315 | 3.1M $ | 0.06 % | 0.23 % | as of May 29, 2026 ↗ |
| Rockefeller US Small Cap Core Fund Trust for Professional Managers | 7,476 | 2.8M $ | 2.84 % | 0.21 % | as of May 31, 2026 ↗ |
| Schwab Small-Cap Index Fund SCHWAB CAPITAL TRUST | 7,422 | 2.5M $ | 0.03 % | 0.21 % | as of Jul 31, 2026 ↗ |
| Carnegie US Small & Micro Cap Carnegie Fonder AB | 7,200 | 29.3M SEK | 2.49 % | 0.20 % | as of Mar 31, 2026 ↗ |
| Vident U.S. Equity Strategy ETF ETF Series Solutions | 6,906 | 2.6M $ | 0.38 % | 0.19 % | as of May 31, 2026 ↗ |
| State Street(R) SPDR(R) S & P 600(TM) Small Cap Value ETF SPDR SERIES TRUST | 6,680 | 2.8M $ | 0.06 % | 0.19 % | as of Jun 30, 2026 ↗ |
| Small Cap Core Portfolio Bernstein Fund Inc | 6,480 | 2.7M $ | 0.32 % | 0.18 % | as of Jun 30, 2026 ↗ |
| NVIT Multi-Manager Small Company Fund Nationwide Variable Insurance Trust | 6,148 | 2.6M $ | 0.58 % | 0.17 % | as of Jun 30, 2026 ↗ |
| Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust | 6,000 | 2M $ | 0.00 % | 0.17 % | as of Jul 31, 2026 ↗ |
| Master Small Cap Index Series Quantitative Master Series LLC | 5,705 | 2.4M $ | 0.04 % | 0.16 % | as of Jun 30, 2026 ↗ |
| Fidelity Total Market Index Fund Fidelity Concord Street Trust | 5,642 | 2.1M $ | 0.00 % | 0.16 % | as of May 31, 2026 ↗ |
| Fidelity Small-Mid Multifactor ETF Fidelity Covington Trust | 5,448 | 1.8M $ | 0.07 % | 0.15 % | as of Jul 31, 2026 ↗ |
| Victory Small Cap Stock Fund Victory Portfolios III | 5,106 | 1.7M $ | 0.18 % | 0.14 % | as of Jul 31, 2026 ↗ |
| Allspring Special Global Small Cap Fund ALLSPRING FUNDS TRUST | 4,918 | 1.6M $ | 1.44 % | 0.14 % | as of Jul 31, 2026 ↗ |
| JNL Small Cap Index Fund JNL Series Trust | 4,700 | 2M $ | 0.07 % | 0.13 % | as of Jun 30, 2026 ↗ |
| Fidelity Series Total Market Index Fund Fidelity Concord Street Trust | 4,476 | 1.7M $ | 0.00 % | 0.13 % | as of May 31, 2026 ↗ |
| Columbia Small Cap Index Fund COLUMBIA FUNDS SERIES TRUST | 4,413 | 1.7M $ | 0.06 % | 0.12 % | as of May 31, 2026 ↗ |
| Fidelity Small Cap Value Index Fund Fidelity Salem Street Trust | 4,232 | 1.8M $ | 0.08 % | 0.12 % | as of Jun 30, 2026 ↗ |
| Nuveen Small Cap Blend Index Fund TIAA-CREF Funds | 4,031 | 1.3M $ | 0.03 % | 0.11 % | as of Jul 31, 2026 ↗ |
| Bahl & Gaynor Small Cap Dividend ETF ETF Series Solutions | 3,942 | 1.7M $ | 1.09 % | 0.11 % | as of Jun 30, 2026 ↗ |
| SMALL CAP EQUITY FUND GuideStone Funds | 3,864 | 1.6M $ | 0.16 % | 0.11 % | as of Jun 30, 2026 ↗ |
| NVIT Small Cap Value Fund Nationwide Variable Insurance Trust | 3,626 | 1.5M $ | 0.69 % | 0.10 % | as of Jun 30, 2026 ↗ |
| Column Small Cap Select Fund Trust for Professional Managers | 3,624 | 1.4M $ | 0.07 % | 0.10 % | as of May 31, 2026 ↗ |
| Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF Goldman Sachs ETF Trust | 3,549 | 1.3M $ | 0.14 % | 0.10 % | as of May 31, 2026 ↗ |
| iShares Core S&P Total U.S. Stock Market ETF iShares Trust | 3,395 | 1.4M $ | 0.00 % | 0.10 % | as of Jun 30, 2026 ↗ |
| U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 3,368 | 1.1M $ | 0.00 % | 0.09 % | as of Jul 31, 2026 ↗ |
| Nuveen Equity Index Fund TIAA-CREF Funds | 3,254 | 1.1M $ | 0.00 % | 0.09 % | as of Jul 31, 2026 ↗ |
| EQ/2000 Managed Volatility Portfolio EQ Advisors Trust | 3,185 | 1.3M $ | 0.04 % | 0.09 % | as of Jun 30, 2026 ↗ |
| Kennedy Capital ESG SMID Cap Fund INVESTMENT MANAGERS SERIES TRUST II | 3,084 | 1.3M $ | 1.40 % | 0.09 % | as of Jun 30, 2026 ↗ |
| Fidelity MSCI Consumer Discretionary Index ETF FIDELITY COVINGTON TRUST | 2,985 | 995.5K $ | 0.06 % | 0.08 % | as of Jul 31, 2026 ↗ |
| VANGUARD S&P SMALL-CAP 600 VALUE INDEX FUND VANGUARD ADMIRAL FUNDS | 2,790 | 1.1M $ | 0.06 % | 0.08 % | as of May 31, 2026 ↗ |
| U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 2,665 | 888.8K $ | 0.00 % | 0.07 % | as of Jul 31, 2026 ↗ |
| PSF Small-Cap Stock Index Portfolio Prudential Series Fund | 2,560 | 1.1M $ | 0.07 % | 0.07 % | as of Jun 30, 2026 ↗ |
| iShares ESG Aware MSCI USA Small-Cap ETF iShares Trust | 2,539 | 961.2K $ | 0.04 % | 0.07 % | as of May 31, 2026 ↗ |
| EQ/Small Company Index Portfolio EQ Advisors Trust | 2,400 | 1M $ | 0.05 % | 0.07 % | as of Jun 30, 2026 ↗ |
| WisdomTree U.S. High Dividend Fund WisdomTree Trust | 2,393 | 1M $ | 0.07 % | 0.07 % | as of Jun 30, 2026 ↗ |
| VANGUARD RUSSELL 2000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS | 2,333 | 883.2K $ | 0.07 % | 0.07 % | as of May 31, 2026 ↗ |
| SmallCap S&P 600 Index Fund Principal Funds, Inc | 2,188 | 729.7K $ | 0.05 % | 0.06 % | as of Jul 31, 2026 ↗ |
| Fidelity Nasdaq Composite Index Fund Fidelity Concord Street Trust | 2,153 | 815.1K $ | 0.00 % | 0.06 % | as of May 31, 2026 ↗ |
| LVIP State Street Small-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 2,147 | 908.4K $ | 0.04 % | 0.06 % | as of Jun 30, 2026 ↗ |
| Empower S&P Small Cap 600 Index Fund EMPOWER FUNDS, INC. | 2,056 | 869.9K $ | 0.07 % | 0.06 % | as of Jun 30, 2026 ↗ |
| VANGUARD S&P SMALL-CAP 600 GROWTH INDEX FUND VANGUARD ADMIRAL FUNDS | 2,004 | 758.7K $ | 0.08 % | 0.06 % | as of May 31, 2026 ↗ |
| Goldman Sachs Small Cap Value Insights Fund Goldman Sachs Trust | 1,998 | 666.3K $ | 0.05 % | 0.06 % | as of Jul 31, 2026 ↗ |
| THRIVENT SMALL CAP INDEX PORTFOLIO Thrivent Series Fund, Inc. | 1,950 | 825K $ | 0.07 % | 0.05 % | as of Jun 30, 2026 ↗ |
| Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST | 1,879 | 626.6K $ | 0.00 % | 0.05 % | as of Jul 31, 2026 ↗ |
| LVIP Franklin Templeton Multi-Factor SMID Cap Equity Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 1,834 | 775.9K $ | 0.07 % | 0.05 % | as of Jun 30, 2026 ↗ |
| Invesco Russell 2000 Dynamic Multifactor ETF Invesco Exchange-Traded Self-Indexed Fund Trust | 1,816 | 687.5K $ | 0.24 % | 0.05 % | as of May 31, 2026 ↗ |
| ETC 6 Meridian Low Beta Equity Strategy ETF EXCHANGE TRADED CONCEPTS TRUST | 1,803 | 682.6K $ | 0.36 % | 0.05 % | as of May 31, 2026 ↗ |
| VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS | 1,744 | 737.9K $ | 0.00 % | 0.05 % | as of Jun 30, 2026 ↗ |
| Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST | 1,708 | 646.6K $ | 0.00 % | 0.05 % | as of May 31, 2026 ↗ |
| Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust | 1,661 | 553.9K $ | 0.00 % | 0.05 % | as of Jul 31, 2026 ↗ |
| Morningstar U.S. Equity Fund Morningstar Funds Trust | 1,601 | 533.9K $ | 0.03 % | 0.04 % | as of Jul 31, 2026 ↗ |
| Small Cap Index Fund Northern Funds | 1,553 | 657K $ | 0.04 % | 0.04 % | as of Jun 30, 2026 ↗ |
| VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS | 1,527 | 646K $ | 0.00 % | 0.04 % | as of Jun 30, 2026 ↗ |
| Fidelity Nasdaq Composite Index ETF Fidelity Commonwealth Trust | 1,507 | 570.5K $ | 0.01 % | 0.04 % | as of May 31, 2026 ↗ |
| Global X Russell 2000 ETF GLOBAL X FUNDS | 1,461 | 487.2K $ | 0.03 % | 0.04 % | as of Jul 31, 2026 ↗ |
| BNY Mellon Smallcap Stock Index Fund BNY MELLON INDEX FUNDS, INC. | 1,369 | 456.6K $ | 0.05 % | 0.04 % | as of Jul 31, 2026 ↗ |
| SIMT Tax-Managed Small/Mid Cap Fund SEI INSTITUTIONAL MANAGED TRUST | 1,329 | 562.3K $ | 0.07 % | 0.04 % | as of Jun 30, 2026 ↗ |
| JAMES SMALL CAP FUND JAMES ADVANTAGE FUNDS | 1,313 | 555.5K $ | 0.60 % | 0.04 % | as of Jun 30, 2026 ↗ |
| Bridge Builder Small/Mid Cap Value Fund Bridge Builder Trust | 1,303 | 551.3K $ | 0.01 % | 0.04 % | as of Jun 30, 2026 ↗ |
| Amplify Etho Climate Leadership U.S. ETF Amplify ETF Trust | 1,276 | 539.9K $ | 0.28 % | 0.04 % | as of Jun 30, 2026 ↗ |
| Invesco RAFI US 1500 Small-Mid ETF Invesco Exchange-Traded Fund Trust | 1,274 | 424.9K $ | 0.02 % | 0.04 % | as of Jul 31, 2026 ↗ |
| U.S. Sustainability Core 1 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 1,273 | 424.5K $ | 0.01 % | 0.04 % | as of Jul 31, 2026 ↗ |
| Inspire Small/Mid Cap ETF Northern Lights Fund Trust IV | 1,246 | 471.7K $ | 0.15 % | 0.04 % | as of May 31, 2026 ↗ |
| Small Cap Index Fund VALIC Co I | 1,153 | 436.5K $ | 0.03 % | 0.03 % | as of May 31, 2026 ↗ |
| Goldman Sachs Absolute Return Tracker Fund GOLDMAN SACHS TRUST | 1,134 | 479.8K $ | 0.01 % | 0.03 % | as of Jun 30, 2026 ↗ |
The funds most exposed to it
The weight is the share of a fund's net assets. The holders table ranks funds by number of shares. This one ranks them by the weight of the company in each fund.
| Fund | Weight in fund | |
|---|---|---|
| PriorNilsson Evolve Global Prior & Nilsson Fond- och Kapitalförvaltning Aktiebolag | 2.90 % | as of Mar 31, 2026 ↗ |
| Rockefeller US Small Cap Core Fund Trust for Professional Managers | 2.84 % | as of May 31, 2026 ↗ |
| FIS Tactical Equity ETF FIS Trust | 2.62 % | as of Jun 30, 2026 ↗ |
| Carnegie US Small & Micro Cap Carnegie Fonder AB | 2.49 % | as of Mar 31, 2026 ↗ |
| Carnegie Global Resilient Small Cap Carnegie Fonder AB | 2.39 % | as of Mar 31, 2026 ↗ |
| AVE MARIA VALUE FUND Schwartz Investment Trust | 2.10 % | as of Jun 30, 2026 ↗ |
| State Street(R) SPDR(R) S&P(R) Retail ETF SPDR SERIES TRUST | 1.47 % | as of Jun 30, 2026 ↗ |
| AVE MARIA UNDISCOVERED FUND Schwartz Investment Trust | 1.45 % | as of Jun 30, 2026 ↗ |
| Allspring Special Global Small Cap Fund ALLSPRING FUNDS TRUST | 1.44 % | as of Jul 31, 2026 ↗ |
| Kennedy Capital ESG SMID Cap Fund INVESTMENT MANAGERS SERIES TRUST II | 1.40 % | as of Jun 30, 2026 ↗ |
Quarter after quarter
Each row is one quarter of SEC filings, newest first. The change compares each quarter with the one before.
| Quarter | Shareholders | Change | Shares | Change |
|---|---|---|---|---|
| 2026Q3 | 219 | -20 | 1,420,570 | +3.3 % |
| 2026Q2 | 239 | +29 | 1,374,557 | +24.6 % |
| 2026Q1 | 210 | +11 | 1,102,813 | +5.0 % |
| 2025Q4 | 199 | -3 | 1,050,184 | +5.3 % |
| 2025Q3 | 202 | +28 | 997,626 | +7.5 % |
| 2025Q2 | 174 | +13 | 928,309 | -4.2 % |
| 2025Q1 | 161 | +1 | 969,288 | +2.0 % |
| 2024Q4 | 160 | -12 | 949,914 | +2.0 % |
| 2024Q3 | 172 | -2 | 931,669 | -0.7 % |
| 2024Q2 | 174 | -7 | 938,240 | +2.9 % |
| 2024Q1 | 181 | +11 | 911,436 | +5.1 % |
| 2023Q4 | 170 | 867,055 |
Institutional managers
221 managers declare this company to the SEC (Form 13F). The table shows the 25 largest.
| Manager | Shares | Value | |
|---|---|---|---|
| BlackRock, Inc. | 466,377 | 199.4M $ | as of Mar 31, 2026 |
| NEUBERGER BERMAN GROUP LLC | 284,676 | 121.7M $ | as of Mar 31, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | 205,875 | 88M $ | as of Mar 31, 2026 |
| AltraVue Capital, LLC | 161,863 | 69.2M $ | as of Mar 31, 2026 |
| FIRST TRUST ADVISORS LP | 150,369 | 64.3M $ | as of Mar 31, 2026 |
| STATE STREET CORP | 123,645 | 52.9M $ | as of Mar 31, 2026 |
| Port Capital LLC | 98,186 | 42M $ | as of Mar 31, 2026 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | 96,419 | 41.2M $ | as of Mar 31, 2026 |
| Fisher Asset Management, LLC | 95,370 | 40.8M $ | as of Mar 31, 2026 |
| Nine Ten Capital Management LLC | 83,671 | 35.8M $ | as of Mar 31, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | 81,317 | 34.8M $ | as of Mar 31, 2026 |
| ALLIANCEBERNSTEIN L.P. | 75,422 | 30.5M $ | as of Mar 31, 2026 |
| DIMENSIONAL FUND ADVISORS LP | 74,379 | 31.8M $ | as of Mar 31, 2026 |
| GOLDMAN SACHS GROUP INC | 70,018 | 29.9M $ | as of Mar 31, 2026 |
| Copeland Capital Management, LLC | 64,947 | 27.8M $ | as of Mar 31, 2026 |
| BESSEMER GROUP INC | 42,738 | 18.3K $ | as of Mar 31, 2026 |
| Man Group plc | 37,362 | 16M $ | as of Mar 31, 2026 |
| NORTHERN TRUST CORP | 35,407 | 15.1M $ | as of Mar 31, 2026 |
| MORGAN STANLEY | 33,508 | 14.3M $ | as of Mar 31, 2026 |
| Bank of New York Mellon Corp | 30,770 | 13.2M $ | as of Mar 31, 2026 |
| Rockefeller Capital Management L.P. | 30,530 | 13.1M $ | as of Mar 31, 2026 |
| Select Equity Group, L.P. | 30,409 | 13M $ | as of Mar 31, 2026 |
| RAYMOND JAMES FINANCIAL INC | 27,361 | 11.6M $ | as of Mar 31, 2026 |
| SCHWARTZ INVESTMENT COUNSEL INC | 26,600 | 11.4M $ | as of Mar 31, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 25,794 | 11M $ | as of Mar 31, 2026 |
Declared shareholders of Winmark Corp
There is 1 beneficial ownership filing. These stakes do not add up. An asset manager that files includes its own funds, which already appear among the funds on this page.
| Shareholder | Declared stake | Shares | |
|---|---|---|---|
| First Trust Portfolios L.P. and 2 others | 5.32 % | 190,157 | as of Jun 30, 2026 · SCHEDULE 13G |
Cite this page
Titelia. "Fund shareholders of Winmark Corp". https://titelia.com/en/stocks/winmark-corp-US9742501029