Vintage Wine Estates Ownership | Who Owns Vintage Wine Estates?

Overview Forecast RevenueFinancials Chart

Vintage Wine Estates Ownership Summary

Vintage Wine Estates is owned by 0.37% institutional investors, 51.16% insiders, and 48.47% retail investors. Geode capital management is the largest institutional shareholder, holding 0.43% of VWE shares. Wasatch Micro Cap is the top mutual fund, with 1.38% of its assets in Vintage Wine Estates shares.

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Geode capital management	257.38K	0.43%	$35.83K
Blackrock	214.08K	0.36%	$29.80K
State street	129.10K	0.22%	$17.97K
Next capital management	100.05K	0.17%	$13.93K
Virtu financial	60.65K	0.10%	$8.00K
Ubs group	54.91K	0.09%	$7.63K
Stifel financial	40.00K	0.07%	$5.57K
Lpl financial	35.46K	0.06%	$4.94K
Citadel advisors	32.20K	0.05%	$4.48K
Millennium management	24.15K	0.04%	$3.36K

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Next capital management	100.05K	0.01%	$13.93K
Emc capital management	21.25K	0.00%	$3.00K
Verity wealth advisors	10.00K	0.00%	$1.39K
Virtu financial	60.65K	0.00%	$8.00K
Xtx topco	16.53K	0.00%	$2.30K
Finemark national bank & trust	10.00K	0.00%	$1.39K
Zrc wealth management	-	-	-
Mariner	-	-	-
Geode capital management	257.38K	-	$35.83K
Tower research capital llc (trc)	-	-	-

Top Buyers

Holder	Shares	% Assets	Change
Ubs group	54.91K	-	34.09K
Citadel advisors	32.20K	-	32.20K
Virtu financial	60.65K	0.00%	18.17K
Xtx topco	16.53K	0.00%	16.53K
Lpl financial	35.46K	-	10.95K

Top Sellers

Holder	Shares	% Assets	Change
Vanguard group	-	-	-1.77M
Paradice investment management	-	-	-1.73M
Wasatch advisors lp	-	-	-832.71K
Bridgeway capital management	-	-	-250.10K
Alberta investment management	-	-	-239.12K

New Positions

Holder	Shares	% Assets	Change	Value
Citadel advisors	32.20K	-	32.20K	$4.48K

Sold Out

Holder	Change
Toronto dominion bank	-16.00
Qube research	-41.00
International assets investment management	-200.00
Zrc wealth management	-1.00K
Lgt financial advisors	-1.00K

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
Sep 30, 2024	8	-84.62%	223,623	-96.35%	-	0.36%	2	-83.33%	2	-80.00%
Jun 30, 2024	52	-11.86%	6,123,380	-31.85%	10	4.52%	12	-7.69%	10	-47.37%
Mar 31, 2024	59	-	8,984,832	-29.07%	15	3.31%	13	-27.78%	19	26.67%
Dec 31, 2023	59	-3.28%	12,666,706	-22.99%	21	2.75%	18	-25.00%	15	15.38%
Sep 30, 2023	61	-4.69%	16,447,201	-14.36%	27	2.65%	24	14.29%	13	-51.85%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
Wasatch Micro Cap	829.21K	1.38%	-4.30K
SG Actions US Techno C	67.81K	0.11%	-
Vanguard Instl Ttl Stck Mkt Idx Tr	27.40K	0.05%	-
NT Ext Equity Mkt Idx Fd - NL	26.90K	0.04%	-
NT Ext Equity Mkt Idx Fd - L	22.36K	0.04%	-
Northern Trust Extended Eq Market Idx	22.36K	0.04%	-
NT Ext Equity Mkt Idx Fd - DC - NL - T2	21.61K	0.04%	-9.00
SSgA U.S. Extended Market Index Class I	12.40K	0.02%	-
Exemplar Performance Series F	6.59K	0.01%	-
SSgA U.S. Total Market Index Strategy	5.09K	0.01%	1.51K

Recent Insider Transactions

Date	Name	Role	Activity	Value
Dec 13, 2023	Roney Patrick A	Executive Chairman	Buy	$53.00K
Nov 29, 2023	Proctor Timothy D	-	Buy	$17.13K
Nov 30, 2023	Proctor Timothy D	-	Buy	$1.03K
Nov 27, 2023	Proctor Timothy D	-	Buy	$11.33K
Nov 28, 2023	Proctor Timothy D	-	Buy	$9.89K

Insider Transactions Trends

Date	Buy	Sell
2023 Q4	11	-
2023 Q3	-	-
2023 Q2	7	-
2023 Q1	-	1
2022 Q4	5	1

VWE Ownership FAQ

Who owns the most shares of Vintage Wine Estates?

Vintage Wine Estates’s largest shareholders are Geode capital management (257.38K shares, 0.43%), Blackrock (214.08K shares, 0.36%), and State street (129.1K shares, 0.22%). Together, they hold 1.00% of Vintage Wine Estates’s total shares outstanding.

Does Blackrock own Vintage Wine Estates?

Yes, BlackRock owns 0.36% of Vintage Wine Estates, totaling 214.08K shares as of Jun 2024. This represents 0% of BlackRock's total assets, with a market value of 29.8K$. In the last quarter, BlackRock decreased its holdings by -44.47K shares, a -17.20% change.

Who is Vintage Wine Estates’s biggest shareholder by percentage of total assets invested?

Next capital management is Vintage Wine Estates’s biggest shareholder by percentage of total assets invested, with 0.01% of its assets in 100.05K Vintage Wine Estates shares, valued at 13.93K$.

Who is the top mutual fund holder of Vintage Wine Estates shares?

Wasatch Micro Cap is the top mutual fund holder of Vintage Wine Estates shares, with 1.38% of its total shares outstanding invested in 829.21K Vintage Wine Estates shares.

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