WGO — WINNEBAGO INDS INC
As of Q2 2026, 35 SEC-registered investment managers reported holding WGO (WINNEBAGO INDS INC) in their latest 13F filings, with a combined reported value of $306.84M across 50.66M shares. That is -1.5% by share count (-775.52K shares) versus the previous quarter, while reported value moved +24.2%. Ownership is concentrated: the five largest holders account for 48.5% of reported value and the top ten for 76.9%.
Compared with the prior quarter, 5 opened new positions, 13 added to existing stakes, 14 trimmed, 3 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
WGO is classified in the Industrials sector.
All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.
| Fund | Quarter | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|---|
| Vanguard Group history | Q4 2025 | 1.99M | $80.64M | 0.00% | Add |
| Pzena Investment Management history | Q2 2026 | 1.71M | $53.41M | 0.16% | Add |
| Capital World Investors history | Q2 2026 | 874.69K | $27.33M | 0.00% | Add |
| Charles Schwab Investment Management history | Q2 2026 | 728.77K | $22.77M | 0.00% | Reduce |
| Morgan Stanley history | Q2 2026 | 727.22K | $22.72M | 0.00% | Add |
| Geode Capital Management history | Q2 2026 | 724.50K | $22.64M | 0.00% | Add |
| Goldman Sachs Group history | Q2 2026 | 665.17K | $20.78M | 0.00% | Add |
| BlackRock Inc history | Q2 2026 | 21.83M | $20.25M | 0.00% | Reduce |
| Davidson Kempner Capital Management history | Q2 2026 | 20.00M | $18.55M | 0.24% | Hold |
| Arrowstreet Capital history | Q2 2026 | 541.51K | $16.92M | 0.01% | Reduce |
| JPMorgan Chase & Co history | Q2 2026 | 337.20K | $10.63M | 0.00% | New |
| Northern Trust Corp history | Q2 2026 | 332.52K | $10.39M | 0.00% | Add |
| Invesco Ltd history | Q2 2026 | 254.52K | $7.95M | 0.00% | Add |
| Wellington Management Group history | Q3 2024 | 133.37K | $7.75M | 0.00% | New |
| Citadel Advisors history | Q2 2026 | 214.67K | $6.71M | 0.00% | Add |
| BNY Mellon history | Q2 2026 | 188.24K | $5.88M | 0.00% | Add |
| Two Sigma Investments history | Q2 2026 | 172.00K | $5.37M | 0.00% | Reduce |
| Norges Bank Investment Management history | Q2 2026 | 171.20K | $5.35M | 0.00% | New |
| AQR Capital Management history | Q2 2026 | 140.81K | $4.40M | 0.00% | Reduce |
| Principal Global Investors history | Q2 2026 | 136.60K | $4.27M | 0.00% | Hold |
New Positions (Q2 2026)
- JPMorgan Chase & Co 337.20K sh · $10.63M
- Norges Bank Investment Management 171.20K sh · $5.35M
- Marshall Wace 72.64K sh · $2.27M
- Millennium Management 62.48K sh · $1.95M
- Point72 Asset Management 53.44K sh · $1.67M
Fully Exited (vs previous quarter)
- Royce & Associates sold 128.39K sh · $3.98M
- Renaissance Technologies sold 24.68K sh · $764.68K
- Janus Henderson Group sold 13.52K sh · $418.77K
Fund Position History — shares by quarter (top 20 funds)
| Fund | Q3 2021 | Q4 2021 | Q1 2022 | Q2 2022 | Q3 2022 | Q4 2022 | Q1 2023 | Q2 2023 | Q3 2023 | Q4 2023 | Q1 2024 | Q2 2024 | Q3 2024 | Q4 2024 | Q1 2025 | Q2 2025 | Q3 2025 | Q4 2025 | Q1 2026 | Q2 2026 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Pzena Investment Management | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | 928.96K | 993.29K | 1.71M |
| Capital World Investors | — | — | — | — | — | — | — | — | — | — | — | — | — | — | 850.83K | 850.83K | 850.83K | 850.83K | 850.83K | 874.69K |
| Charles Schwab Investment Management | 340.29K | 350.04K | 406.82K | 408.27K | 438.69K | 444.84K | 449.61K | 444.90K | 460.94K | 456.68K | 482.59K | 520.64K | 574.91K | 625.55K | 698.65K | 738.99K | 816.71K | 889.18K | 866.41K | 728.77K |
| Morgan Stanley | 210.62K | 233.89K | 158.76K | 392.26K | 374.83K | 33.00K | 821.00K | 326.54K | 301.21K | 613.65K | 2.17M | 2.17M | 2.17M | 2.17M | 127.00K | 127.00K | 127.00K | 127.00K | 27.00K | 727.22K |
| Geode Capital Management | 556.43K | 595.85K | 555.17K | 569.47K | 558.68K | 562.56K | 580.97K | 595.78K | 612.74K | 635.89K | 637.70K | 668.33K | 661.25K | 656.97K | 667.28K | 657.27K | 657.71K | 659.74K | 682.14K | 724.50K |
| Goldman Sachs Group | 511.04K | 509.72K | 626.19K | 528.93K | 560.54K | 1.10M | 1.46M | 1.59M | 1.56M | 1.66M | 1.18M | 967.96K | 875.69K | 992.61K | 572.13K | 271.53K | 247.92K | 305.01K | 278.54K | 665.17K |
| BlackRock Inc | — | — | — | — | — | — | — | — | — | — | — | — | 4.52M | 4.65M | 16.45M | 16.17M | 18.08M | 19.08M | 24.41M | 21.83M |
| Davidson Kempner Capital Management | — | — | — | — | — | 8.76M | 8.76M | 8.76M | — | — | — | 400.00K | 500.00K | 500.00K | 20.00M | 20.00M | 20.00M | 23.00M | 20.00M | 20.00M |
| Arrowstreet Capital | — | — | — | — | — | 67.71K | 192.97K | 622.31K | 308.21K | — | 57.82K | — | — | — | — | — | 102.45K | 384.62K | 664.64K | 541.51K |
| JPMorgan Chase & Co | 1.37M | 2.00K | 2.00K | 2.00K | 2.00K | 2.00K | 218.00K | 904.00K | 284.00K | 284.00K | 518.99K | 682.23K | 855.51K | 852.59K | 136.00K | 131.45K | 2.07M | 1.57M | — | 337.20K |
| Northern Trust Corp | 391.71K | 386.55K | 369.66K | 354.36K | 343.87K | 336.57K | 334.44K | 339.58K | 335.76K | 331.64K | 314.40K | 304.16K | 310.05K | 345.23K | 335.05K | 317.50K | 305.62K | 291.42K | 318.04K | 332.52K |
| Invesco Ltd | 105.50K | 110.87K | 129.14K | 156.46K | 146.77K | 298.25K | 314.28K | 258.51K | 269.90K | 232.61K | 229.31K | 266.32K | 277.08K | 202.19K | 196.93K | 187.29K | 190.91K | 207.33K | 226.29K | 254.52K |
| Citadel Advisors | 826.64K | 424.76K | 28.35M | 33.65M | 900.46K | 578.93K | 455.65K | 297.29K | 5.00M | 10.00M | 1.36M | 308.98K | 435.58K | 915.89K | 939.29K | 565.32K | 840.82K | 220.94K | 197.45K | 214.67K |
| BNY Mellon | 350.00K | 350.00K | 350.00K | 350.00K | 350.00K | 677.88K | 200.00K | 200.00K | 200.00K | 200.00K | 375.15K | 376.83K | 345.21K | 323.58K | 323.46K | 322.25K | 293.05K | 190.59K | 184.82K | 188.24K |
| Two Sigma Investments | 155.49K | 174.40K | — | — | — | — | — | — | — | — | — | — | — | 132.40K | 204.50K | 244.11K | 329.06K | 228.19K | 190.32K | 172.00K |
| Norges Bank Investment Management | — | — | — | — | — | 294.80K | — | — | — | 189.47K | — | 142.59K | — | 60.49K | — | — | — | — | — | 171.20K |
| AQR Capital Management | 30.81K | 32.47K | 26.51K | 24.25K | 40.68K | 51.00K | 43.98K | 43.02K | 45.25K | 26.20K | 12.98K | 26.09K | 13.12K | 17.00K | 65.10K | 126.77K | 98.83K | 123.57K | 249.15K | 140.81K |
| Principal Global Investors | 236.03K | 274.26K | 257.89K | 239.24K | 209.05K | 196.02K | 192.44K | 180.29K | 173.38K | 169.95K | 171.11K | 166.58K | 157.99K | 165.68K | 167.32K | 138.94K | 135.30K | 134.39K | 137.13K | 136.60K |
| Bank of America Corp | 2.73M | 4.56M | 2.37M | 789.00K | 914.00K | 1.88M | 789.00K | 2.29M | 2.58M | 28.63K | 33.03K | 45.31K | 1.47M | 1.47M | 5.45M | 5.49M | 5.55M | 2.69M | 146.15K | 117.88K |
| PSP Investments | 67.89K | 68.15K | 62.24K | 60.67K | 58.21K | 55.47K | 53.72K | 54.24K | 37.34K | 62.06K | 59.94K | 64.38K | 61.48K | 72.03K | 90.07K | 95.52K | 109.34K | 97.61K | 100.97K | 96.84K |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
Drag / scroll to zoom · Default shows the most recent year · Annotations come from quarterly fund actions in 13F filings · Hover a marker for details