WINA — Winmark Corp Com Institutional Holders · Q3 2026
Who owns Winmark Corp Com (WINA)? 9 institutions reported holding $12.99M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Congress Asset Management Co ($12.6M), Legacy Wealth Asset Management, LLC ($225,443), GAMMA Investing LLC ($136,887).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | CONGRESS ASSET MANAGEMENT CO | $12.6M | 41,942 | Added |
| 2 | Legacy Wealth Asset Management, LLC | $225,443 | 751 | Added |
| 3 | GAMMA Investing LLC | $136,887 | 456 | Added |
| 4 | Versant Capital Management, Inc | $23,115 | 77 | Added |
| 5 | Farther Finance Advisors, LLC | $7,828 | 26 | Trimmed |
| 6 | TOTH FINANCIAL ADVISORY CORP | $4,804 | 16 | Hold |
| 7 | Dorato Capital Management | $2,950 | 10 | Hold |
| 8 | MassMutual Private Wealth & Trust, FSB | $600 | 2 | Hold |
| 9 | CoreCap Advisors, LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-09-30