Exploring Winmark Corporation (WINA) Investor Profile: Who’s Buying and Why?

Ever wondered who's investing in Winmark Corporation (WINA) and why? Are institutional investors like Neuberger Berman Group LLC and BlackRock, Inc. the primary drivers [1]? Or is it the appeal to mutual funds such as NBGNX - Neuberger Berman Genesis Fund Investor Class and Vanguard Group Inc [1]? With key players like Renaissance Technologies Llc and Dimensional Fund Advisors Lp also holding positions [1], what makes Winmark a compelling choice for such a diverse range of investors? Let's delve into the investor profile of Winmark to uncover the motivations and strategies behind their investment decisions.

Winmark Corporation (WINA) Who Invests in Winmark Corporation (WINA) and Why?

Understanding the investor profile of Winmark Corporation (WINA) involves examining the various types of investors who hold the company’s stock and their motivations. These investors range from individual retail investors to large institutional entities, each with their own investment strategies and objectives.

Key Investor Types:

The investor base of Winmark Corporation (WINA) can be segmented into several key types:

• Retail Investors: These are individual investors who buy and sell shares for their own accounts. They may be attracted to Winmark Corporation (WINA) due to its consistent performance and dividend payouts.
• Institutional Investors: This category includes mutual funds, pension funds, insurance companies, and hedge funds. These entities manage large sums of money and often take significant positions in companies like Winmark Corporation (WINA).
• Mutual Funds: These funds pool money from many investors to purchase a diversified portfolio of stocks. They may invest in Winmark Corporation (WINA) as part of a broader strategy to include stable and growing companies in their portfolio.
• Hedge Funds: These are investment partnerships that use more aggressive strategies, such as leveraging or short-selling, to generate higher returns. Their investment in Winmark Corporation (WINA) would depend on their specific investment thesis, which could be either long-term growth or short-term gains.

Investment Motivations:

Several factors attract investors to Winmark Corporation (WINA):

• Growth Prospects: Winmark Corporation (WINA)’s unique franchise model and expansion strategy in the resale market appeal to investors looking for growth opportunities.
• Dividends: The company's history of paying dividends can be a significant draw for investors seeking regular income.
• Market Position: As a leader in the resale franchise industry, Winmark Corporation (WINA) holds a strong market position, providing investors with confidence in its stability and long-term potential.

Investment Strategies:

Different investors adopt varying strategies when investing in Winmark Corporation (WINA):

• Long-Term Holding: Many institutional investors and some retail investors adopt a long-term holding strategy, banking on the company's sustained growth and dividend income over several years.
• Short-Term Trading: Hedge funds and some active retail investors may engage in short-term trading, trying to capitalize on price fluctuations and market trends.
• Value Investing: Some investors may see Winmark Corporation (WINA) as undervalued based on its fundamentals, such as its earnings, cash flow, and asset value, leading them to invest with the expectation of future price appreciation.

Institutional investors play a crucial role in Winmark Corporation (WINA)’s stock ownership. Examining the major institutional holders can provide insights into the overall sentiment and confidence in the company. As of December 31, 2024, the top institutional holders of Winmark Corporation (WINA) include:

• BlackRock Fund Advisors
• The Vanguard Group Inc.
• Dimensional Fund Advisors LP

These institutional investors hold significant percentages of the total shares outstanding, reflecting their belief in the company's long-term value. For instance, BlackRock Fund Advisors held 104,481 shares as of December 31, 2024.

The following table summarizes the holdings of major institutional investors as of December 31, 2024:

Understanding who invests in Winmark Corporation (WINA) and why helps to paint a comprehensive picture of the company's market perception and investor confidence. By analyzing the motivations and strategies of different investor types, stakeholders can gain valuable insights into the factors driving the company's stock performance.

Winmark Corporation (WINA) Institutional Ownership and Major Shareholders of Winmark Corporation (WINA)

The ownership structure of Winmark Corporation (WINA) is a mix of institutional, retail, and insider investors. Understanding who owns a company can provide insights into its stability, strategic direction, and potential stock performance. Here's a breakdown of Winmark Corporation's major shareholders and their influence.

As of April 2025, the ownership structure of Winmark Corporation is composed of:

• Institutional Investors: Approximately 19.96%
• Insiders: Approximately 16.61%
• Public Companies and Individual Investors (Retail Investors): Approximately 52.45%

Institutional investors can significantly impact a company's stock price and strategy due to their large holdings and influence on management. Retail investors also hold a substantial portion of the company's stock.

Here’s a list of the top institutional investors in Winmark Corporation, along with their holdings:

• Neuberger Berman Group LLC
• BlackRock, Inc.
• NBGNX - Neuberger Berman Genesis Fund Investor Class
• AltraVue Capital, LLC
• Renaissance Technologies LLC
• Vanguard Group Inc
• Port Capital LLC
• Dimensional Fund Advisors Lp
• VTSMX - Vanguard Total Stock Market Index Fund Investor Shares
• William Blair Investment Management, Llc

According to WallStreetZen, Winmark (NASDAQ: WINA) is owned by 75.51% institutional shareholders, 105.29% Winmark insiders, and 0.00% retail investors.

Here is a summary of the top shareholders of Winmark, including insiders:

Changes in institutional ownership can provide signals about the sentiment of major investors. Recent activity includes:

• William Blair Investment Management, LLC increased its holdings by 12,755 shares (+17.7%) in Q4 2024, with an estimated value of $5,013,607.
• Victory Capital Management INC increased its holdings by 12,682 shares (+292.3%) in Q4 2024, with an estimated value of $4,984,913.
• Mawer Investment Management Ltd. reduced its holdings by 12,559 shares (-13.9%) in Q4 2024, with an estimated value of $4,936,566.
• Renaissance Technologies LLC reduced its holdings by 9,900 shares (-5.4%) in Q4 2024, with an estimated value of $3,891,393.

Insiders at Winmark have been actively trading shares, primarily selling over the past six months. There have been no purchases and 20 sales. Notable transactions include:

• Brett D Heffes (Chair and CEO) sold 8,997 shares for an estimated $3,566,072.
• Ronald G Olson sold 6,400 shares for an estimated $2,669,675.
• Lawrence A Barbetta sold 3,021 shares for an estimated $1,285,397.
• Anthony D Ishaug (Chief Financial Officer) sold 2,400 shares for an estimated $918,219.

Institutional investors and major shareholders play a crucial role in the stock price and strategic direction of Winmark Corporation. Their actions can influence market sentiment and company policies. Monitoring these ownership changes provides valuable insights for investors.

To gain further insights into Winmark Corporation's financial standing, consider exploring this resource: Breaking Down Winmark Corporation (WINA) Financial Health: Key Insights for Investors

Winmark Corporation (WINA) Key Investors and Their Impact on Winmark Corporation (WINA)

Understanding who invests in Winmark Corporation (WINA) and why can offer valuable insights into the company’s stability, growth potential, and overall market perception. Key investors can range from institutional giants to individual stakeholders, each wielding varying degrees of influence.

While specific details on all investors and their precise impact can fluctuate and may not always be publicly available, examining major institutional holders and significant individual investors can provide a clearer picture.

Institutional investors frequently hold substantial shares in Winmark Corporation (WINA). These firms conduct in-depth analysis before investing, and their actions can significantly affect stock prices and corporate strategies. Here's what to consider:

• Types of Institutional Investors: These include mutual funds, pension funds, hedge funds, and insurance companies.
• Influence: Large institutional holders can influence corporate governance through voting rights and direct engagement with management.
• Examples: While specific holdings change, major investment firms often appear on the list of top institutional holders. Reviewing the most recent publicly available filings (such as 13F filings with the SEC) is essential to identify current major institutional investors.

Individual investors with significant stakes can also play a crucial role. Their investment decisions often reflect strong confidence in the company's leadership and business model. Keep in mind:

• Background: These individuals might be company founders, executives, or other affluent investors with a long-term vision for Winmark Corporation (WINA).
• Influence: Significant individual shareholders may have board representation or close relationships with the company's leadership, giving them considerable influence.
• Recent Moves: Monitoring major buying or selling activity by these individuals can provide insights into their current outlook on the company.

Recent moves by major investors, such as buying or selling large stakes, can signal important shifts in sentiment. Activist investors, who seek to influence company policy and strategy, can also drive significant changes. To stay informed:

• Track Filings: Keep an eye on SEC filings like Form 4 (for insider transactions) and Schedule 13D (for investors acquiring more than 5% of a company’s shares).
• Monitor News: Stay updated on financial news and press releases related to Winmark Corporation (WINA) and its major investors.

While real-time, comprehensive data on investor impact is dynamic and proprietary, focusing on these areas will help you understand the investor profile and its potential influence on Winmark Corporation (WINA). Always refer to the latest financial news and SEC filings for the most up-to-date information.

To gain more historical context and understand the ownership structure, explore Winmark Corporation (WINA): History, Ownership, Mission, How It Works & Makes Money.

Winmark Corporation (WINA) Market Impact and Investor Sentiment

Understanding investor sentiment and market reactions to Winmark Corporation (WINA) is crucial for current and potential shareholders. Analyzing these dynamics provides insights into the stock's potential future performance and overall market confidence in the company.

Recent market reactions to ownership changes and large investor moves can significantly impact Winmark Corporation's (WINA) stock price. Positive sentiment from major shareholders typically leads to increased investor confidence, potentially driving up the stock price. Conversely, negative sentiment or significant sell-offs by large shareholders could signal concerns about the company's prospects, leading to a decline in the stock price.

Here are factors influencing investor sentiment:

• Company Performance: Consistent financial performance, including revenue growth and profitability, generally fosters positive investor sentiment.
• Industry Trends: Favorable trends in the franchising and retail sectors can boost investor confidence in Winmark Corporation (WINA).
• Management Decisions: Strategic decisions, such as acquisitions or expansions, can influence how investors perceive the company's future.
• Economic Conditions: Overall economic health and consumer spending patterns play a significant role in shaping investor sentiment.

Analyst perspectives provide additional insights into the impact of key investors on Winmark Corporation's (WINA) future. Analysts often evaluate the long-term strategies and potential risks associated with the company's ownership structure, offering recommendations to investors based on their assessments.

The following table summarizes potential impacts based on investor sentiment:

Understanding the financial health of Winmark Corporation (WINA) is vital for investors. For more detailed insights, refer to Breaking Down Winmark Corporation (WINA) Financial Health: Key Insights for Investors.