WILLAMETTE VALLEY VINEYARDS INC
Institutional Ownership & Holdings Analysis
About
willamette-valley-vineyards is a publicly traded company tracked by institutional investors. This page displays information about the institutional ownership of the company's shares, showing which investment funds and asset managers hold positions in the company.
Top Institutional Holders
| # | Institution | Value |
|---|---|---|
| 1 | VANGUARD GROUP INC(2025-03-31) | $1.3M |
| 2 | RENAISSANCE TECHNOLOGIES LLC(2025-03-31) | $436.9K |
| 3 | FreeGulliver LLC(2025-03-31) | $384.4K |
| 4 | Next Capital Management LLC(2025-03-31) | $325.5K |
| 5 | GEODE CAPITAL MANAGEMENT, LLC(2025-03-31) | $219.3K |
| 6 | DIMENSIONAL FUND ADVISORS LP(2025-03-31) | $186.8K |
| 7 | Teton Advisors, Inc.(2025-03-31) | $136.6K |
| 8 | GABELLI FUNDS LLC(2025-03-31) | $118.8K |
| 9 | Creative Planning(2025-03-31) | $92.7K |
| 10 | Clearview Wealth Advisors LLC(2025-03-31) | $92.5K |
| 11 | JAMES INVESTMENT RESEARCH, INC.(2025-03-31) | $76.8K |
| 12 | NewEdge Advisors, LLC(2025-03-31) | $76.8K |
| 13 | PRICE T ROWE ASSOCIATES INC /MD/(2025-03-31) | $65.0K |
| 14 | STATE STREET CORP(2025-03-31) | $63.6K |
| 15 | MORGAN STANLEY(2025-03-31) | $43.8K |
| 16 | WELLS FARGO & COMPANY/MN(2025-03-31) | $39.8K |
| 17 | CITADEL ADVISORS LLC(2024-12-31) | $39.3K |
| 18 | Steward Partners Investment Advisory, LLC(2025-03-31) | $30.0K |
| 19 | BANK OF AMERICA CORP /DE/(2025-03-31) | $9.7K |
| 20 | NATIONAL BANK OF CANADA /FI/(2025-03-31) | $6.5K |
As of 2025-03-31
Value:$1.3M
As of 2025-03-31
Value:$436.9K
As of 2025-03-31
Value:$384.4K
As of 2025-03-31
Value:$325.5K
As of 2025-03-31
Value:$219.3K
As of 2025-03-31
Value:$186.8K
As of 2025-03-31
Value:$136.6K
As of 2025-03-31
Value:$118.8K
As of 2025-03-31
Value:$92.7K
As of 2025-03-31
Value:$92.5K
As of 2025-03-31
Value:$76.8K
As of 2025-03-31
Value:$76.8K
As of 2025-03-31
Value:$65.0K
As of 2025-03-31
Value:$63.6K
As of 2025-03-31
Value:$43.8K
As of 2025-03-31
Value:$39.8K
As of 2024-12-31
Value:$39.3K
As of 2025-03-31
Value:$30.0K
As of 2025-03-31
Value:$9.7K
As of 2025-03-31
Value:$6.5K
Total Institutional Holders:41
Top 10 Holders Own:87.2%