Winnebago Industries Ownership | Who Owns Winnebago Industries?


OverviewForecastRevenueFinancialsChartTranscripts

Winnebago Industries Ownership Summary


Winnebago Industries is owned by 108.41% institutional investors, 3.30% insiders. Blackrock is the largest institutional shareholder, holding 15.80% of WGO shares. iShares Core S&P Small-Cap ETF is the top mutual fund, with 6.38% of its assets in Winnebago Industries shares.

WGO Ownership Benchmark


TypeName% Inst% Insiders% Retail
StockWinnebago Industries108.41%3.30%-11.70%
SectorConsumer Cyclical Stocks 59.49%12.59%27.92%
IndustryRecreational Vehicle (RV) Stocks61.18%11.08%27.73%

Institutional Shareholders


Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Blackrock4.61M15.80%$250.00M
Vanguard group2.14M7.33%$116.06M
Dimensional fund advisors lp2.14M7.33%$116.01M
Cooke & bieler lp2.09M7.15%$113.11M
Pacer advisors1.43M4.90%$77.60M
1832 asset management1.14M3.91%$61.92M
State street1.12M3.85%$60.91M
Lsv asset management1.10M3.78%$59.74M
Punch card management996.57K3.41%$54.01M
First trust advisors lp900.88K3.09%$48.83M

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
Punch card management996.57K15.97%$54.01M
Broad peak investment advisers pte877.68K11.20%$47.57M
Profit investment management56.04K1.90%$3.04M
De lisle partners llp132.22K1.57%$7.17M
Meridian investment counsel76.12K1.30%$4.13M
Cooke & bieler lp2.09M1.09%$113.11M
Cascade investment advisors22.62K0.83%$1.23M
Semanteon capital management, lp21.06K0.81%$1.14M
Dean capital management9.04K0.63%$489.81K
Olstein capital management57.00K0.55%$3.09M

Top Buyers

HolderShares% AssetsChange
Broad peak investment advisers pte877.68K11.20%877.68K
Pacer advisors1.43M0.18%463.26K
Davidson kempner capital management lp400.00K0.44%400.00K
First trust advisors lp900.88K0.05%257.51K
Jpmorgan chase682.23K0.00%163.25K

Top Sellers

HolderShares% AssetsChange
Fisher asset management3.94K0.00%-1.30M
Oxford financial group8.08K0.03%-340.25K
Intrinsic edge capital management---200.00K
Edgestream partners---179.12K
Nordea investment management ab---168.47K

New Positions

HolderShares% AssetsChangeValue
Broad peak investment advisers pte877.68K11.20%877.68K$47.57M
Davidson kempner capital management lp400.00K0.44%400.00K$21.68M
Marshall wace, llp147.16K0.01%147.16K$7.98M
Norges bank142.59K0.00%142.59K$7.73M
Capital fund management118.68K0.02%118.68K$6.43M

Sold Out

HolderChange
Camelot portfolios-1.00
Tfo-tdc-2.00
Financial gravity asset management-5.00
Nelson, van denburg & campbell wealth management group-6.00
Abound wealth management-7.00

Institutional Ownership Trends


DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
Sep 30, 202430212.27%31,220,737-0.26%1080.94%132-9824.05%
Jun 30, 2024269-4.61%31,300,814-1.89%1070.90%13220.00%79-26.85%
Mar 31, 2024282-0.70%31,902,9101.59%1090.97%1107.84%108-6.90%
Dec 31, 20232840.35%31,403,968-0.21%1060.96%102-7.27%11617.17%
Sep 30, 2023283-3.08%31,470,515-3.30%1040.92%110-5.17%991.02%

Top Mutual Funds Shareholders


HolderShares% HoldingChange
iShares Core S&P Small-Cap ETF1.85M6.38%1.86K
Pacer US Small Cap Cash Cows 100 ETF1.18M4.08%-304.00
First Trust SMID Cp Rising Div Achv ETF1.13M3.90%3.85K
Vanguard Total Stock Mkt Idx Inv894.53K3.09%-5.99K
Scotia Wealth US Dividend Pool K818.10K2.83%-
iShares Russell 2000 ETF736.25K2.55%-1.65K
Avantis US Small Cap Value ETF472.20K1.63%-
DFA US Small Cap Value I462.05K1.60%6.71K
Vanguard Institutional Extnd Mkt Idx Tr431.69K1.49%-1.22K
American Century U.S. Small Cap Growth357.22K1.23%99.91K

Recent Insider Transactions


DateNameRoleActivityValue
Nov 01, 2024Woodson Bret A SVP-HUMAN RESOURCESSell$690.27K
Oct 29, 2024Happe Michael J PRESIDENT & CEOBuy$138.80K
Oct 28, 2024Fisher William C.-Buy$109.62K
Jul 25, 2024BOGART STACY L SVP-GENERAL COUNSELSell$193.25K
Jan 04, 2024West Christopher David SVP-OPERATIONSSell$937.00K

Insider Transactions Trends


DateBuySell
2024 Q421
2024 Q3-1
2024 Q2--
2024 Q1-1
2023 Q4-3

WGO Ownership FAQ


Who Owns Winnebago Industries?

Winnebago Industries shareholders are primarily institutional investors at 108.41%, followed by 3.30% insiders and -11.71% retail investors. The average institutional ownership in Winnebago Industries's industry, Recreational Vehicle (RV) Stocks, is 61.18%, which Winnebago Industries exceeds.

Who owns the most shares of Winnebago Industries?

Winnebago Industries’s largest shareholders are Blackrock (4.61M shares, 15.80%), Vanguard group (2.14M shares, 7.33%), and Dimensional fund advisors lp (2.14M shares, 7.33%). Together, they hold 30.46% of Winnebago Industries’s total shares outstanding.

Does Blackrock own Winnebago Industries?

Yes, BlackRock owns 15.80% of Winnebago Industries, totaling 4.61M shares as of Jun 2024. This represents 0.01% of BlackRock's total assets, with a market value of 250M$. In the last quarter, BlackRock increased its holdings by 32.51K shares, a 0.71% change.

Who is Winnebago Industries’s biggest shareholder by percentage of total assets invested?

Punch card management is Winnebago Industries’s biggest shareholder by percentage of total assets invested, with 15.97% of its assets in 996.57K Winnebago Industries shares, valued at 54.01M$.

Who is the top mutual fund holder of Winnebago Industries shares?

iShares Core S&P Small-Cap ETF is the top mutual fund holder of Winnebago Industries shares, with 6.38% of its total shares outstanding invested in 1.85M Winnebago Industries shares.

Try Tickergate Pro Free

Customize Everything. 100% Flexibility. Fast and Easy to Use (No code or Excel Needed)

  • Customize your own personal stocks lists, views and charts

  • Choose from hundreds of fields, up to 15 years of history

  • Conduct deep comparison analysis

  • Discover trending investment themes

  • Find your next best investment

  • Research stocks using tools