Winnebago Industries Ownership | Who Owns Winnebago Industries?
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 6.54% of its assets in Winnebago Industries shares.
WGO Ownership Benchmark
Type | Name | % Inst | % Insiders | % Retail |
---|---|---|---|---|
Stock | Winnebago Industries | 108.41% | 3.30% | -11.70% |
Sector | Consumer Cyclical Stocks | 59.80% | 12.55% | 27.65% |
Industry | Recreational Vehicle (RV) Stocks | 61.18% | 11.08% | 27.73% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
Holder | Shares | % Holding | Value |
---|---|---|---|
Blackrock | 4.61M | 15.80% | $250.00M |
Vanguard group | 2.14M | 7.33% | $116.06M |
Dimensional fund advisors lp | 2.14M | 7.33% | $116.01M |
Cooke & bieler lp | 2.09M | 7.15% | $113.11M |
1832 asset management | 1.14M | 3.91% | $61.92M |
State street | 1.12M | 3.85% | $60.91M |
Lsv asset management | 1.10M | 3.78% | $59.74M |
Punch card management | 996.57K | 3.41% | $54.01M |
First trust advisors lp | 900.88K | 3.09% | $48.83M |
Broad peak investment advisers pte | 877.68K | 3.01% | $47.57M |
Top Institutional Shareholders by % of Total Assets
Holder | Shares | % Assets | Value |
---|---|---|---|
Punch card management | 996.57K | 15.97% | $54.01M |
Broad peak investment advisers pte | 877.68K | 11.20% | $47.57M |
De lisle partners llp | 132.22K | 1.57% | $7.17M |
Profit investment management | 36.30K | 1.39% | $1.73M |
Meridian investment counsel | 76.12K | 1.30% | $4.13M |
Cooke & bieler lp | 2.09M | 1.09% | $113.11M |
Semanteon capital management, lp | 21.06K | 0.81% | $1.14M |
Cascade investment advisors | 22.90K | 0.70% | $1.09M |
Dean capital management | 9.04K | 0.63% | $489.81K |
Teton advisors | 23.80K | 0.54% | $1.29M |
Top Buyers
Holder | Shares | % Assets | Change |
---|---|---|---|
Broad peak investment advisers pte | 877.68K | 11.20% | 877.68K |
Davidson kempner capital management lp | 400.00K | 0.44% | 400.00K |
First trust advisors lp | 900.88K | 0.05% | 257.51K |
Jpmorgan chase | 682.23K | 0.00% | 163.25K |
Marshall wace, llp | 147.16K | 0.01% | 147.16K |
Top Sellers
Holder | Shares | % Assets | Change |
---|---|---|---|
Pacer advisors | - | - | -1.20M |
Oxford financial group | 8.08K | 0.03% | -340.25K |
Intrinsic edge capital management | - | - | -200.00K |
Edgestream partners | - | - | -179.12K |
Nordea investment management ab | - | - | -168.47K |
New Positions
Holder | Shares | % Assets | Change | Value |
---|---|---|---|---|
Broad peak investment advisers pte | 877.68K | 11.20% | 877.68K | $47.57M |
Davidson kempner capital management lp | 400.00K | 0.44% | 400.00K | $21.68M |
Marshall wace, llp | 147.16K | 0.01% | 147.16K | $7.98M |
Norges bank | 142.59K | 0.00% | 142.59K | $7.73M |
Capital fund management | 118.68K | 0.02% | 118.68K | $6.43M |
Sold Out
Holder | Change |
---|---|
Camelot portfolios | -1.00 |
Mendota financial group | -2.00 |
Tfo-tdc | -2.00 |
Financial gravity asset management | -5.00 |
Nelson, van denburg & campbell wealth management group | -6.00 |
Institutional Ownership Trends
Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
---|---|---|---|---|---|---|---|---|---|---|
Sep 30, 2024 | 302 | 12.27% | 31,220,737 | -0.26% | 108 | 0.94% | 132 | - | 98 | 24.05% |
Jun 30, 2024 | 269 | -4.61% | 31,300,814 | -1.89% | 107 | 0.90% | 132 | 20.00% | 79 | -26.85% |
Mar 31, 2024 | 282 | -0.70% | 31,902,910 | 1.59% | 109 | 0.97% | 110 | 7.84% | 108 | -6.90% |
Dec 31, 2023 | 284 | 0.35% | 31,403,968 | -0.21% | 106 | 0.96% | 102 | -7.27% | 116 | 17.17% |
Sep 30, 2023 | 283 | -3.08% | 31,470,515 | -3.30% | 104 | 0.92% | 110 | -5.17% | 99 | 1.02% |
Top Mutual Funds Shareholders
Holder | Shares | % Holding | Change |
---|---|---|---|
iShares Core S&P Small-Cap ETF | 1.86M | 6.54% | - |
First Trust SMID Cp Rising Div Achv ETF | 1.68M | 5.92% | 3.76K |
Pacer US Small Cap Cash Cows 100 ETF | 1.16M | 4.08% | -3.95K |
Vanguard Total Stock Mkt Idx Inv | 878.91K | 3.10% | 1.30K |
Scotia Wealth US Dividend Pool K | 818.10K | 2.88% | - |
iShares Russell 2000 ETF | 788.15K | 2.78% | -120.00 |
DFA US Small Cap Value I | 443.59K | 1.56% | - |
Vanguard Institutional Extnd Mkt Idx Tr | 442.91K | 1.56% | 9.05K |
Avantis US Small Cap Value ETF | 378.73K | 1.33% | - |
American Century Small Cap Growth Inv | 357.22K | 1.23% | 99.91K |
Recent Insider Transactions
Date | Name | Role | Activity | Value |
---|---|---|---|---|
Nov 01, 2024 | Woodson Bret A | SVP-HUMAN RESOURCES | Sell | $690.27K |
Oct 29, 2024 | Happe Michael J | PRESIDENT & CEO | Buy | $138.80K |
Oct 28, 2024 | Fisher William C. | - | Buy | $109.62K |
Jul 25, 2024 | BOGART STACY L | SVP-GENERAL COUNSEL | Sell | $193.25K |
Jan 04, 2024 | West Christopher David | SVP-OPERATIONS | Sell | $937.00K |
Insider Transactions Trends
Date | Buy | Sell |
---|---|---|
2025 Q1 | - | - |
2024 Q4 | 2 | 1 |
2024 Q3 | - | 1 |
2024 Q2 | - | - |
2024 Q1 | - | 1 |
WGO Ownership FAQ
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