Who Owns WILLAMETTE VALLEY VINEYARDS (WVVI)? -- Institutional Holders (2026-03-31)
38 institutions reported holding $1.4M of WILLAMETTE VALLEY VINEYARDS (WVVI) in SEC 13F filings for 2026-03-31. Largest institutional holders: VANGUARD CAPITAL MANAGEMENT LLC ($511,163), RENAISSANCE TECHNOLOGIES LLC ($169,754), Next Capital Management LLC ($140,836), GEODE CAPITAL MANAGEMENT, LLC ($94,375), DIMENSIONAL FUND ADVISORS LP ($72,995). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | VANGUARD CAPITAL MANAGEMENT LLC | $511,163 | 198,896 | New |
| 2 | RENAISSANCE TECHNOLOGIES LLC | $169,754 | 66,052 | Trimmed |
| 3 | Next Capital Management LLC | $140,836 | 54,800 | Hold |
| 4 | GEODE CAPITAL MANAGEMENT, LLC | $94,375 | 36,709 | Trimmed |
| 5 | DIMENSIONAL FUND ADVISORS LP | $72,995 | 28,403 | Trimmed |
| 6 | VANGUARD FIDUCIARY TRUST CO | $66,604 | 25,916 | New |
| 7 | Teton Advisors, LLC | $52,685 | 20,500 | Hold |
| 8 | GABELLI FUNDS LLC | $51,400 | 20,000 | Hold |
| 9 | EP Wealth Advisors, LLC | $40,585 | 15,792 | Hold |
| 10 | Creative Planning | $40,120 | 15,611 | Added |
| 11 | JAMES INVESTMENT RESEARCH, INC. | $33,207 | 12,921 | Hold |
| 12 | BlackRock, Inc. | $30,549 | 11,887 | Added |
| 13 | PRICE T ROWE ASSOCIATES INC /MD/ | $28,000 | 10,850 | Hold |
| 14 | STATE STREET CORP | $27,499 | 10,700 | Hold |
| 15 | WELLS FARGO & COMPANY/MN | $18,504 | 7,200 | Trimmed |
| 16 | NewEdge Advisors, LLC | $12,921 | 12,921 | Hold |
| 17 | Steward Partners Investment Advisory, LLC | $12,205 | 4,749 | Trimmed |
| 18 | NATIONAL BANK OF CANADA /FI/ | $5,397 | 2,100 | Hold |
| 19 | MORGAN STANLEY | $4,947 | 1,925 | Hold |
| 20 | Tower Research Capital LLC (TRC) | $4,551 | 1,771 | Added |
| 21 | UBS Group AG | $3,906 | 1,520 | Added |
| 22 | JONES FINANCIAL COMPANIES LLLP | $3,238 | 1,290 | Added |
| 23 | Allworth Financial LP | $2,254 | 877 | Trimmed |
| 24 | Clarity Asset Management, Inc. | $1,799 | 700 | Hold |
| 25 | Farther Finance Advisors, LLC | $1,149 | 436 | Hold |
Source: SEC Form 13F filings · as of 2026-03-31