Skip to content

WINA WINMARK CORP

Follow

COM (common), issuer CIK 908315

223 managers (231 13F filers) reported a position in WINA shares at 2026-03-31, 3,250,098 shares in all. 38 filers opened a position and 36 filers sold out during the quarter.

Managers
223
13F filers
231
New
38
Added
88
Reduced
67
Sold out
36
Shares held by filers
3,250,098

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q1 2026

Filers in the available 13F reports with a share position at 2026-03-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Allworth Financial LP10$4.28K<0.01%-1113F-HRTimeline
True Wealth Design, LLC9$3.85K<0.01%-313F-HRTimeline
Essential Partners LLC9$3.85K<0.01%-113F-HRTimeline
Mitsubishi UFJ Asset Management Co., Lt…in group Mitsubishi UFJ Trust & Bankin…8$3.42K<0.01%013F-HRTimelineGroup
IFP Advisors, Inc7$2.99K<0.01%-1213F-HRTimeline
MAI Capital Management6$2.57K<0.01%+513F-HRTimeline
Keating Financial Advisory Services, In…6$2.56K<0.01%+513F-HRTimeline
ROTHSCHILD INVESTMENT LLC5$2.14K<0.01%013F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC5$2.14K<0.01%013F-HRTimelineGroup
Annis Gardner Whiting Capital Advisors,…5$2.14K<0.01%-113F-HRTimeline
Retirement Wealth Solutions LLC5$2.14K<0.01%-813F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.5$2K<0.01%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
TWIN PEAKS WEALTH ADVISORS, LLC4$1.71K<0.01%new13F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC3$1.28K<0.01%013F-HRTimelineGroup
Quarry LP3$1.28K<0.01%-813F-HRTimeline
SJS Investment Consulting Inc.2$859<0.01%013F-HRTimeline
UMB Bank, n.a.2$855<0.01%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
MidFirst Bank2$855<0.01%013F-HRTimeline
Larson Financial Group LLC1$428<0.01%-113F-HRTimeline
TFC Financial Management, Inc.1$428<0.01%013F-HRTimeline
Hughes Financial Services, LLC1$428<0.01%new13F-HRTimeline
Avion Wealth2$00%013F-HRTimelineValue filed as zero, left out of ratios.
Covestor Ltd0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.