WINMARK CORP WINA
CIK 0000908315 · CUSIP 974250102
Quarter-end disclosures, not live holdings.
Top 20 institutions
Weight means this stock's share of the manager's own portfolio.
| # | Manager | Value | Manager weight | Change vs prior | Source | |
|---|---|---|---|---|---|---|
| 01 | Copeland Capital Management, LLC CIK 1541743 · View history | $29.39M 97,891 shares | 0.68% | +34.83K(+55.20%)Added | SEC filing ↗ Oct 13, 2026 | ▾ |
| 02 | GEODE CAPITAL MANAGEMENT, LLC CIK 1214717 · View history | $26.47M 88,156 shares | 0.00% | +2.13K(+2.50%)Added | SEC filing ↗ Nov 6, 2026 | ▾ |
| 03 | Fisher Asset Management, LLC CIK 850529 · View history | $25.29M 84,245 shares | 0.01% | -7.96K(-8.60%)Reduced | SEC filing ↗ Nov 6, 2026 | ▾ |
| 04 | DIMENSIONAL FUND ADVISORS LP CIK 354204 · View history | $21.84M 72,736 shares | 0.00% | -765(-1.00%)Reduced | SEC filing ↗ Nov 4, 2026 | ▾ |
| 05 | CONGRESS ASSET MANAGEMENT CO CIK 897378 · View history | $12.59M 41,942 shares | 0.08% | +7.36K(+21.30%)Added | SEC filing ↗ Oct 6, 2026 | ▾ |
| 06 | SCHWARTZ INVESTMENT COUNSEL INC CIK 909151 · View history | $10.17M 33,875 shares | 0.35% | +7.00K(+26.00%)Added | SEC filing ↗ Oct 26, 2026 | ▾ |
| 07 | Bank of New York Mellon Corp CIK 1390777 · View history | $9.49M 31,606 shares | 0.00% | +125(+0.40%)Added | SEC filing ↗ Nov 5, 2026 | ▾ |
| 08 | PRINCIPAL FINANCIAL GROUP INC CIK 1126328 · View history | $4.28M 14,247 shares | 0.00% | -106(-0.70%)Reduced | SEC filing ↗ Nov 2, 2026 | ▾ |
| 09 | Creative Planning CIK 1540235 · View history | $4.11M 13,682 shares | 0.00% | +4.36K(+46.80%)Added | SEC filing ↗ Nov 2, 2026 | ▾ |
| 10 | Allspring Global Investments Holdings, LLC CIK 1890906 · View history | $2.97M 9,932 shares | 0.00% | -19.11K(-65.80%)Reduced | SEC filing ↗ Nov 4, 2026 | ▾ |
| 11 | Russell Investments Group, Ltd. CIK 1692234 · View history | $2.70M 8,980 shares | 0.00% | +428(+5.00%)Added | SEC filing ↗ Nov 6, 2026 | ▾ |
| 12 | CITIGROUP INC CIK 831001 · View history | $2.34M 7,804 shares | 0.00% | +5.90K(+309.70%)Added | SEC filing ↗ Nov 4, 2026 | ▾ |
| 13 | MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC CIK 1067324 · View history | $1.87M 6,218 shares | 0.31% | +550(+9.70%)Added | SEC filing ↗ Oct 29, 2026 | ▾ |
| 14 | Kestra Advisory Services, LLC CIK 1830819 · View history | $1.84M 6,143 shares | 0.01% | -41(-0.70%)Reduced | SEC filing ↗ Nov 2, 2026 | ▾ |
| 15 | BAHL & GAYNOR INC CIK 872259 · View history | $1.65M 5,502 shares | 0.01% | +143(+2.70%)Added | SEC filing ↗ Nov 5, 2026 | ▾ |
| 16 | ANCHOR CAPITAL ADVISORS LLC CIK 813933 · View history | $1.46M 4,867 shares | 0.05% | +1.25K(+34.50%)Added | SEC filing ↗ Nov 5, 2026 | ▾ |
| 17 | COMMONWEALTH EQUITY SERVICES, LLC CIK 312272 · View history | $1.29M 4,290 shares | 0.00% | +9(+0.20%)Added | SEC filing ↗ Nov 2, 2026 | ▾ |
| 18 | VIRGINIA RETIREMENT SYSTEMS ET Al CIK 1005354 · View history | $1.20M 4,000 shares | 0.01% | +4.00KNew | SEC filing ↗ Oct 28, 2026 | ▾ |
| 19 | DEUTSCHE BANK AG\ CIK 948046 · View history | $1.19M 3,967 shares | 0.00% | -140(-3.40%)Reduced | SEC filing ↗ Nov 6, 2026 | ▾ |
| 20 | OP Asset Management Ltd CIK 2097005 · View history | $1.11M 3,682 shares | 0.01% | -1.36K(-27.00%)Reduced | SEC filing ↗ Nov 5, 2026 | ▾ |
Showing 20 / 82 institutions. The complete set is available through the API.
Coverage & totals by quarter
Reporting institutions by quarter
Counts also change with data coverage and reporting entities; they do not measure net buying. Distinct managers with a live stock row in this CUSIP; totals may include overlapping filings and are not a share of the company.
Explore all 82 reporting institutions.
This page includes 20 of 82 reporting institutions. Log in to look up the full history beyond 3 years, use advanced screening & filtering, download CSV, and get the complete set through the Akkru API.
- Download CSV
- Earlier quarters
- Advanced screening & filtering
- API & AI access
＋ New accounts get free API credits to explore data beyond ownership filings.
For AI agents & developers
The initial HTML of this page carries its exact data as script#research-data (JSON): values, units, scope, preview limits and SEC sources. Read it directly, no script or API key needed; script#research-access says what needs an account. This page lists 20 of 82 reporting institutions; totals use the complete disclosed data.
Without an account: the last 3 years, with the row caps stated on the page. A free account opens all history on file on these pages and the CSV of what a page shows. Rows beyond the caps and bulk retrieval go through the authenticated API / MCP / CLI.
MCP https://api.akkrudata.ai/mcp
akkru_institutional_holdings
{"action":"holders","cusip":"974250102","quarter":"2026Q3","type":"positions","page_size":100}Connect to MCP with OAuth and follow the returned pagination. Credits and usage limits depend on the account.
- MCP endpoint
- https://api.akkrudata.ai/mcp
- API / MCP / CLI documentation
- /documents
- llms.txt
- /llms.txt
Sources, coverage & how to read this data
Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.