Who Owns WILLAMETTE VALLEY VINEYARDS (WVVI)? -- Institutional Holders (2026-06-30)
37 institutions reported holding $1.4M of WILLAMETTE VALLEY VINEYARDS (WVVI) in SEC 13F filings for 2026-06-30. Largest institutional holders: VANGUARD GROUP INC ($564,153), RENAISSANCE TECHNOLOGIES LLC ($159,014), Next Capital Management LLC ($137,548), GEODE CAPITAL MANAGEMENT, LLC ($89,887), DIMENSIONAL FUND ADVISORS LP ($70,042). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | VANGUARD GROUP INC | $564,153 | 224,762 | Trimmed |
| 2 | RENAISSANCE TECHNOLOGIES LLC | $159,014 | 63,352 | Trimmed |
| 3 | Next Capital Management LLC | $137,548 | 54,800 | Hold |
| 4 | GEODE CAPITAL MANAGEMENT, LLC | $89,887 | 35,798 | Trimmed |
| 5 | DIMENSIONAL FUND ADVISORS LP | $70,042 | 27,905 | Trimmed |
| 6 | Teton Advisors, LLC | $51,455 | 20,500 | Hold |
| 7 | GABELLI FUNDS LLC | $50,200 | 20,000 | Hold |
| 8 | EP Wealth Advisors, LLC | $40,582 | 16,168 | Added |
| 9 | CITADEL ADVISORS LLC | $36,187 | 14,417 | New |
| 10 | JAMES INVESTMENT RESEARCH, INC. | $32,432 | 12,921 | Hold |
| 11 | NewEdge Advisors, LLC | $32,432 | 12,921 | Hold |
| 12 | PRICE T ROWE ASSOCIATES INC /MD/ | $28,000 | 10,850 | Hold |
| 13 | STATE STREET CORP | $26,857 | 10,700 | Hold |
| 14 | Steward Partners Investment Advisory, LLC | $12,673 | 5,049 | Added |
| 15 | Farther Finance Advisors, LLC | $9,437 | 3,760 | Added |
| 16 | Tower Research Capital LLC (TRC) | $5,873 | 2,340 | Added |
| 17 | WELLS FARGO & COMPANY/MN | $5,522 | 2,200 | Trimmed |
| 18 | NATIONAL BANK OF CANADA /FI/ | $5,040 | 2,100 | Hold |
| 19 | MORGAN STANLEY | $4,845 | 1,930 | Added |
| 20 | UBS Group AG | $4,691 | 1,869 | Added |
| 21 | JONES FINANCIAL COMPANIES LLLP | $2,606 | 1,190 | Trimmed |
| 22 | Allworth Financial LP | $2,202 | 877 | Hold |
| 23 | FMR LLC | $1,004 | 400 | New |
| 24 | US BANCORP \DE\ | $1,004 | 400 | Hold |
| 25 | Royal Bank of Canada | $1,000 | 301 | Hold |
Source: SEC Form 13F filings · as of 2026-06-30