HolderBook

WILLAMETTE VALLEY VINEYARDS (WVVI)

Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.

35
Reporting holders
$1.4M
Reported value
10.9%
Of shares outstanding
0.0%
Held as options
+1
Holder change

Institutions report 540,466 shares against 4,979,529 outstanding. Shares only - option lines are excluded, which is why this can be compared with the company at all. The count comes from the cover page of the company's own most recent report, so it is dated when that was filed rather than at quarter end.

Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.

Holders

FilerValueShares Their book Held Change
VANGUARD CAPITAL MANAGEMENT LLC$499.2K198,8960.00%2qHELD
RENAISSANCE TECHNOLOGIES LLC$159.0K63,3520.00%31q-4.1%-$6.8K
Next Capital Management LLC$137.5K54,8000.04%31qHELD
GEODE CAPITAL MANAGEMENT, LLC$89.9K35,7980.00%21q-2.5%-$2.3K
DIMENSIONAL FUND ADVISORS LP$70.0K27,9050.00%31q-1.8%-$1.2K
VANGUARD FIDUCIARY TRUST CO$64.9K25,8660.00%2qHELD
Teton Advisors, LLC$51.5K20,5000.03%4qHELD
GABELLI FUNDS LLC$50.2K20,0000.00%31qHELD
EP Wealth Advisors, LLC$40.6K16,1680.00%3q+2.4%
CITADEL ADVISORS LLC$36.2K14,4170.00%newNEW
JAMES INVESTMENT RESEARCH, INC.$32.4K12,9210.00%31qHELD
NewEdge Advisors, LLC$32.4K12,9210.00%17qHELD
STATE STREET CORP$26.9K10,7000.00%21qHELD
Steward Partners Investment Advisory, LLC$12.7K5,0490.00%13q+6.3%
Farther Finance Advisors, LLC$9.4K3,7600.00%6q+762.4%+$8.3K
MERCER GLOBAL ADVISORS INC /ADV$6.7K2,6500.00%newNEW
Tower Research Capital LLC (TRC)$5.9K2,3400.00%22q+32.1%+$1.4K
WELLS FARGO & COMPANY/MN$5.5K2,2000.00%31q-84.7%-$30.6K
NATIONAL BANK OF CANADA /FI/$5.0K2,1000.00%18qHELD
MORGAN STANLEY$4.8K1,9300.00%35qHELD
UBS Group AG$4.7K1,8690.00%6q+23.0%
JONES FINANCIAL COMPANIES LLLP$2.6K1,1900.00%7q-7.8%
Allworth Financial LP$2.2K8770.00%18qHELD
US BANCORP \DE\$1.0K4000.00%22qHELD
FMR LLC$1.0K4000.00%newNEW
ROYAL BANK OF CANADA$1.0K3010.00%3qHELD
Parallel Advisors, LLC$7533000.00%25qHELD
SBI Securities Co., Ltd.$5372140.00%7q+32.1%
WOLFF WIESE MAGANA LLC$3621440.00%23qHELD
Financially Speaking Inc$2571000.00%5qHELD
Arax Advisory Partners$2511000.00%24qHELD
OSAIC HOLDINGS, INC.$2511000.00%2qHELD
Atlantic Edge Private Wealth Management, LLC$2511000.00%11qHELD
Strive Financial Group ,LLC$220880.00%newNEW
PRICE T ROWE ASSOCIATES INC /MD/$2810,8500.00%31qHELD
BARCLAYS PLC$25100.00%newNEW

Quarter by quarter

Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.

QuarterHoldersValue SharesNewAdded TrimmedOptions
Q2 202635$1.4M540,4665650.0%
Q1 202634$1.4M562,9891660.0%
Q4 202535$1.8M600,7023960.0%
Q3 202536$2.5M684,3362530.0%
Q2 202537$3.8M681,4614820.0%
Q1 202535$3.7M624,0735550.0%
Q4 202433$1.9M567,2213260.0%
Q3 202431$2.0M585,5670360.0%
Q2 202433$2.4M600,0822850.0%
Q1 202431$2.7M520,3721730.0%
Q4 202331$2.7M510,0672450.0%
Q3 202327$3.0M508,5961540.0%
Q2 202328$2.8M496,1111240.0%
Q1 202327$3.0M495,9001150.0%
Q4 202226$2.3M383,3163360.0%
Q3 202231$4.0M648,9740650.0%
Q2 202231$4.2M667,3001930.0%
Q1 202235$6.2M689,7467670.0%
Q4 202131$5.9M680,9673820.0%
Q3 202128$7.8M613,0512650.0%
Q2 202129$8.1M594,4085850.0%
Q1 202130$4.0M441,0197630.0%
Q4 202025$2.6M407,6340440.0%
Q3 202024$2.2M362,5950330.0%
Q2 202024$2.2M362,9303440.0%
Q1 202023$1.7M364,0134160.0%
Q4 201923$2.4M352,4681440.0%
Q3 201925$2.9M421,8923430.0%
Q2 201926$3.1M444,6633320.0%
Q1 201927$3.2M444,6590600.0%
Q4 201826$3.0M431,7290020.0%