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	NewEdge Advisors, LLC	$32,432	12,921	Hold
11	JAMES INVESTMENT RESEARCH, INC.	$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