Willamette Valley Vineyards Inc (WVVI) Institutional Ownership

Institutions by Trading Activity

Ownership Statistics

5,017,052Shares Outstanding

342,709Shares held by institutions

$884,189Value of institutional holdings

18.23%Institutional ownership %

63.85%Shares Changed QoQ

34No. of institutional investors

Shares Owned by Institutions

Shares Purchased/Sold by Institutions

Ownership Summary

According to SEC filings for the period ending December 2025, Willamette Valley Vineyards Inc (NASDAQ:WVVI) is held by 34 institutional firms.

These investors collectively held 18.2% of the company's total shares outstanding in December 2025, up from 13.9% in September 2025.
On a quarter-over-quarter basis, institutional holdings shifted by 63.85%, with a year-over-year a decrease of 5.56% in the count of filers.
The latest 13F cycle for Willamette Valley Vineyards reveals that of 34 total investors, 12 funds grew their exposure, whereas 6 reduced theirs and 16 made no changes.
Collectively, institutional investors increased their stake in Willamette Valley Vineyards to 914.71K shares as of December 2025, a change that is up by 356.45K shares quarter on quarter and up 349.55K shares year over year.
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO's holding of 342.36K shares as of December 31, 2025 makes it the primary institutional investor in Willamette Valley Vineyards, owning 6.82% of the stock.
Among the most significant buyers of Willamette Valley Vineyards during December 2025 were NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO (342.04K), CITADEL ADVISORS LLC (20.69K), WELLS FARGO & COMPANY/MN (2.20K), NATIONAL BANK OF CANADA /FI/ (1.00K), GEODE CAPITAL MANAGEMENT, LLC (823).
Leading sellers of Willamette Valley Vineyards stock in December 2025 included MORGAN STANLEY (3.95K), RENAISSANCE TECHNOLOGIES LLC (3.50K), Teton Advisors, LLC (2.50K), DIMENSIONAL FUND ADVISORS LP (1.14K), Steward Partners Investment Advisory, LLC (275).
The top 10 institutional holders of Willamette Valley Vineyards for the quarter ending December 2025 included NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO (342.36K), VANGUARD GROUP INC (224.81K), RENAISSANCE TECHNOLOGIES LLC (68.65K), Next Capital Management LLC (54.80K), GEODE CAPITAL MANAGEMENT, LLC (38.00K), DIMENSIONAL FUND ADVISORS LP (31.30K), CITADEL ADVISORS LLC (20.69K), Teton Advisors, LLC (20.50K), GABELLI FUNDS LLC (20.00K), Clearview Wealth Advisors LLC (15.62K).

34 Institutional Holders

342,709 Total Shares Held

Rows:

Download Data

Owner Name	Date	Shares Held	Change (QoQ)	Change (%)	Value (USD)
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	31 Dec, 2025	342,357	342,042	108,584.76%	$3,628,984.00
VANGUARD GROUP INC	31 Dec, 2025	224,812	0	0.00%	$685,677.00
RENAISSANCE TECHNOLOGIES LLC	31 Dec, 2025	68,652	-3,500	-4.85%	$209,389.00
Next Capital Management LLC	31 Dec, 2025	54,800	0	0.00%	$167,140.00
GEODE CAPITAL MANAGEMENT, LLC	31 Dec, 2025	38,001	823	2.21%	$115,941.00
DIMENSIONAL FUND ADVISORS LP	31 Dec, 2025	31,305	-1,136	-3.50%	$95,481.00
CITADEL ADVISORS LLC	31 Dec, 2025	20,694	20,694	0.00%	$63,117.00
Teton Advisors, LLC	31 Dec, 2025	20,500	-2,500	-10.87%	$62,525.00
GABELLI FUNDS LLC	31 Dec, 2025	20,000	0	0.00%	$61,000.00
Clearview Wealth Advisors LLC	31 Dec, 2025	15,622	98	0.63%	$47,647.00
Creative Planning	31 Dec, 2025	15,600	0	0.00%	$47,580.00
JAMES INVESTMENT RESEARCH, INC.	31 Dec, 2025	12,921	0	0.00%	$39,409.00
BlackRock, Inc.	31 Dec, 2025	10,912	450	4.30%	$33,281.00
STATE STREET CORP	31 Dec, 2025	10,700	0	0.00%	$32,635.00
WELLS FARGO & COMPANY/MN	31 Dec, 2025	9,700	2,200	29.33%	$29,585.00
Steward Partners Investment Advisory, LLC	31 Dec, 2025	4,774	-275	-5.45%	$14,561.00
NATIONAL BANK OF CANADA /FI/	31 Dec, 2025	2,100	1,000	90.91%	$6,300.00
MORGAN STANLEY	31 Dec, 2025	1,925	-3,950	-67.23%	$5,871.00
BANK OF AMERICA CORP /DE/	31 Dec, 2025	1,711	107	6.67%	$5,218.00
Tower Research Capital LLC (TRC)	31 Dec, 2025	1,308	117	9.82%	$3,989.00

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