Who Owns Willamette Valley Vineyards Stock?
NASDAQ: WVVIConsumer StaplesBeverages (Production/Distribution)USD
At close: Oct 9, 4:00 PM ET · Delayed 15 min
After hours: 2.06 -2.37%
Ownership breakdown
- Held by institutions
- 12.05%
- Held by insiders
- 18.75%
- Institutional holders
- 41
- Institutions 12.1%
- Insiders 18.8%
- Public and other 69.2%
Who owns Willamette Valley Vineyards stock?
Institutional investors own about 12.1% of Willamette Valley Vineyards's shares, spread across 41 institutions that file 13F reports. That level of institutional ownership is relatively low, leaving more of the stock with retail investors and insiders. Insiders, including executives, directors and large founding shareholders, hold 18.75% of WVVI.
The largest institutional holders are Vanguard Capital Management LLC (3.99%), Renaissance Technologies, LLC (1.27%) and Next Capital Management, LLC (1.10%). Together, the top 10 institutions control 9.6% of shares outstanding. In their latest filings, 2 of the top 10 institutions increased their WVVI positions and 4 reduced them.
Summary generated from market data by MetaCap's automated system. Methodology
Top institutional holders of WVVI
| Institution | Shares | % Held | Change |
|---|---|---|---|
| Vanguard Capital Management LLC | 198.90K | 3.99% | 0.0% |
| Renaissance Technologies, LLC | 63.35K | 1.27% | -4.1% |
| Next Capital Management, LLC | 54.80K | 1.10% | 0.0% |
| Geode Capital Management, LLC | 35.80K | 0.72% | -2.5% |
| Dimensional Fund Advisors LP | 27.91K | 0.56% | -1.8% |
| Vanguard Fiduciary Trust Co | 25.87K | 0.52% | -0.2% |
| Teton Advisors, LLC | 20.50K | 0.41% | 0.0% |
| Gabelli Funds, LLC | 20.00K | 0.40% | 0.0% |
| EP Wealth Advisors, LLC | 16.17K | 0.32% | +2.4% |
| Citadel Advisors Llc | 14.42K | 0.29% | +100.0% |
% held is the share of total shares outstanding. Change is the percentage change in the position since the holder's previous 13F filing.
Top mutual fund and ETF holders of WVVI
| Fund | Shares | % Held |
|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | 149.17K | 3.00% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | 49.72K | 1.00% |
| Teton Westwood Funds-TETON WESTWOOD MIGHTY MITES FUND | 20.50K | 0.41% |
| Fidelity Concord Street Trust-Fidelity Extended Market Index Fund | 20.49K | 0.41% |
| Gabelli Equity Series Funds Inc-The Gabelli Small Cap Growth Fund | 20.00K | 0.40% |
| T. ROWE PRICE INDEX TRT, INC.-T. Rowe Price Extended Eqy. Market Index | 10.85K | 0.22% |
| Fidelity Concord Street Trust-Fidelity Total Market Index Fund | 6.42K | 0.13% |
| Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund | 4.86K | 0.10% |
| DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio | 4.14K | 0.08% |
| DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Micro Cap Portfolio | 3.87K | 0.08% |
Frequently asked questions
Who is the largest shareholder of Willamette Valley Vineyards?
Vanguard Capital Management LLC is the largest institutional shareholder of WVVI, owning 3.99% of shares outstanding (198.90K shares) as of its latest 13F filing.
What percentage of Willamette Valley Vineyards is owned by institutions?
Institutions own about 12.1% of WVVI shares and 14.8% of the public float.
How much of Willamette Valley Vineyards do insiders own?
Insiders, such as officers and directors, own about 18.75% of WVVI shares outstanding.
Where does institutional ownership data come from?
Investment managers with more than $100 million in US equities must file Form 13F with the SEC within 45 days of each quarter-end. Holdings are therefore up to about 4.5 months old when published.