# WINMARK CORP (WINA)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/WINA/

- Reporting holders: 8
- Reported value: $13.0M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [CONGRESS ASSET MANAGEMENT CO](https://holderbook.com/funds/897378-congress-asset-management-co/) | $12.6M | 41,942 | 0.1% | 11 |
| [Legacy Wealth Asset Management, LLC](https://holderbook.com/funds/1846151-legacy-wealth-asset-management-llc/) | $225.4K | 751 | 0.0% | 2 |
| [GAMMA Investing LLC](https://holderbook.com/funds/2010235-gamma-investing-llc/) | $136.9K | 456 | 0.0% | 12 |
| [Versant Capital Management, Inc](https://holderbook.com/funds/1735057-versant-capital-management-inc/) | $23.1K | 77 | 0.0% | 7 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $7.8K | 26 | 0.0% | 5 |
| [TOTH FINANCIAL ADVISORY CORP](https://holderbook.com/funds/866780-toth-financial-advisory-corp/) | $4.8K | 16 | 0.0% | 7 |
| [Dorato Capital Management](https://holderbook.com/funds/2095216-dorato-capital-management/) | $3.0K | 10 | 0.0% | 2 |
| [MassMutual Private Wealth & Trust, FSB](https://holderbook.com/funds/1103653-massmutual-private-wealth-trust-fsb/) | $600 | 2 | 0.0% | 2 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 8 | $13.0M |
| Q2 2026 | 218 | $1.4B |
| Q1 2026 | 229 | $1.4B |
| Q4 2025 | 224 | $1.2B |
| Q3 2025 | 215 | $1.5B |
| Q2 2025 | 213 | $1.1B |
| Q1 2025 | 195 | $865.9M |
| Q4 2024 | 185 | $1.1B |
| Q3 2024 | 175 | $1.0B |
| Q2 2024 | 166 | $935.1M |
| Q1 2024 | 170 | $994.5M |
| Q4 2023 | 167 | $1.1B |