Who owns WILLAMETTE VALLEY VINEYARDS INC?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of WVVI from SEC Form 13F filings across 36 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 36 institutions disclosed 551,272 shares of WILLAMETTE VALLEY VINEYARDS INC worth $1.4M — about 11.1% of shares outstanding; the largest disclosed holder is VANGUARD CAPITAL MANAGEMENT LLC. Source: SEC Form 13F filings, parsed by EvidInvest.
36
13F holders
$1.4M
value, 2026 filers
11.1%
of shares outstanding (551,272 sh)
5
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of WVVI's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | VANGUARD CAPITAL MANAGEMENT LLC | 198,896 | $499,229 | 0.0% | 4% | 0.0% |
| 2 | RENAISSANCE TECHNOLOGIES LLC | 63,352 | $159,014 | 0.0% | 1.3% | -4.1% |
| 3 | Next Capital Management LLC | 54,800 | $137,548 | 0.0% | 1.1% | 0.0% |
| 4 | GEODE CAPITAL MANAGEMENT, LLC | 35,798 | $89,887 | 0.0% | 0.7% | -2.5% |
| 5 | DIMENSIONAL FUND ADVISORS LP | 27,905 | $70,042 | 0.0% | 0.6% | -1.8% |
| 6 | VANGUARD FIDUCIARY TRUST CO | 25,866 | $64,924 | 0.0% | 0.5% | -0.2% |
| 7 | Teton Advisors, LLC | 20,500 | $51,455 | 0.0% | 0.4% | 0.0% |
| 8 | GABELLI FUNDS LLC | 20,000 | $50,200 | 0.0% | 0.4% | 0.0% |
| 9 | EP Wealth Advisors, LLC | 16,168 | $40,582 | 0.0% | 0.3% | +2.4% |
| 10 | CITADEL ADVISORS LLCNEW | 14,417 | $36,187 | 0.0% | 0.3% | new |
| 11 | JAMES INVESTMENT RESEARCH, INC. | 12,921 | $32,432 | 0.0% | 0.3% | 0.0% |
| 12 | NewEdge Advisors, LLC | 12,921 | $32,432 | 0.0% | 0.3% | 0.0% |
| 13 | PRICE T ROWE ASSOCIATES INC /MD/ | 10,850 | $28 | 0.0% | 0.2% | 0.0% |
| 14 | STATE STREET CORP | 10,700 | $26,857 | 0.0% | 0.2% | 0.0% |
| 15 | Steward Partners Investment Advisory, LLC | 5,049 | $12,673 | 0.0% | 0.1% | +6.3% |
| 16 | Farther Finance Advisors, LLC | 3,760 | $9,437 | 0.0% | 0.1% | +762.4% |
| 17 | MERCER GLOBAL ADVISORS INC /ADVNEW | 2,650 | $6,652 | 0.0% | 0.1% | new |
| 18 | Tower Research Capital LLC (TRC) | 2,340 | $5,873 | 0.0% | 0% | +32.1% |
| 19 | WELLS FARGO & COMPANY/MN | 2,200 | $5,522 | 0.0% | 0% | -69.4% |
| 20 | NATIONAL BANK OF CANADA /FI/ | 2,100 | $5,040 | 0.0% | 0% | 0.0% |
| 21 | MORGAN STANLEY | 1,930 | $4,845 | 0.0% | 0% | +0.3% |
| 22 | UBS Group AG | 1,869 | $4,691 | 0.0% | 0% | +23.0% |
| 23 | JONES FINANCIAL COMPANIES LLLP | 1,190 | $2,606 | 0.0% | 0% | -7.8% |
| 24 | Allworth Financial LP | 877 | $2,202 | 0.0% | 0% | 0.0% |
| 25 | US BANCORP \DE\ | 400 | $1,004 | 0.0% | 0% | 0.0% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.