Skip to main content
Livermore
Livermore
ZHEN

Wintrust Financial Corp

WTFC
Exchange
Nasdaq
Industry
State Commercial Banks
SEC CIK
0001015328

In the last 90 days, Wintrust Financial Corp insiders filed 0 open-market purchases and 1 sale; 600 institutions reported holding it in 13F filings for Q2 2026, worth $10.4B in total; no superinvestor holds it.

Other share classesWTFCN

13F holders, Q4 2022

Institutional positions in Wintrust Financial Corp as of Dec 31, 2022. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
396
+45 vs. Q3 2022
Shares held
56.2M
+1.79M (+3.3%) vs. Q3 2022
Total value
$4.71B
+$270.2M (+6.1%) vs. Q3 2022
New holders
67
156 more added
Sold out
22
111 more reduced

3 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 2022: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting WTFC on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ4 2022: 396 institutions
Q1 2021: 298 institutionsQ2 2021: 297 institutionsQ3 2021: 306 institutionsQ4 2021: 332 institutionsQ1 2022: 351 institutionsQ2 2022: 351 institutionsQ3 2022: 354 institutionsQ4 2022: 396 institutionsQ1 2023: 385 institutionsQ2 2023: 350 institutionsQ3 2023: 349 institutionsQ4 2023: 396 institutionsQ1 2024: 388 institutionsQ2 2024: 397 institutionsQ3 2024: 419 institutionsQ4 2024: 445 institutionsQ1 2025: 454 institutionsQ2 2025: 471 institutionsQ3 2025: 478 institutionsQ4 2025: 527 institutionsQ1 2026: 558 institutionsQ2 2026: 600 institutions
Value heldQ4 2022: $4.71B
Q1 2021: $3.94BQ2 2021: $3.90BQ3 2021: $4.12BQ4 2021: $4.68BQ1 2022: $4.83BQ2 2022: $4.51BQ3 2022: $4.49BQ4 2022: $4.71BQ1 2023: $4.11BQ2 2023: $4.14BQ3 2023: $4.31BQ4 2023: $5.39BQ1 2024: $6.12BQ2 2024: $5.73BQ3 2024: $6.61BQ4 2024: $7.88BQ1 2025: $7.26BQ2 2025: $8.03BQ3 2025: $8.44BQ4 2025: $9.00BQ1 2026: $8.96BQ2 2026: $10.4B
Institutions holding WTFC and their total value by quarter
QuarterHoldersValue
Q2 2026600$10.4B
Q1 2026558$8.96B
Q4 2025527$9.00B
Q3 2025478$8.44B
Q2 2025471$8.03B
Q1 2025454$7.26B
Q4 2024445$7.88B
Q3 2024419$6.61B
Q2 2024397$5.73B
Q1 2024388$6.12B
Q4 2023396$5.39B
Q3 2023349$4.31B
Q2 2023350$4.14B
Q1 2023385$4.11B
Q4 2022396$4.71B
Q3 2022354$4.49B
Q2 2022351$4.51B
Q1 2022351$4.83B
Q4 2021332$4.68B
Q3 2021306$4.12B
Q2 2021297$3.90B
Q1 2021298$3.94B

Institutions, Q4 2022

Shares, value and share of portfolio for each institution holding Wintrust Financial Corp; share changes are against Q3 2022.

Institutions holding WTFC in Q4 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Argent Trust Co2,737$231.3K0.02%+2,737New
CWM Advisors, LLC2,778$234.8K0.03%+248+9.8%Added
Symmetry Partners, LLC2,786$235.0K0.01%00.0%Unchanged
Van Strum & Towne Inc.2,870$242.6K0.10%00.0%Unchanged
Relative Value Partners Group, LLC2,878$243.2K0.02%00.0%Unchanged
NinePointTwo Capital2,909$245.0K0.10%+2,909New
MML Investors Services, LLC2,951$249.0K0.00%+2,951New
Profund Advisors LLC3,001$253.6K0.02%+146+5.1%Added
Northwestern Mutual Wealth Management Co3,015$254.8K0.00%+123+4.3%Added
Shelton Capital Management3,023$255.5K0.03%00.0%Unchanged
Rothschild Investment Corp3,083$260.0K0.02%−157−4.8%Reduced
Mitsubishi UFJ Trust & Banking Corp3,116$263.4K0.00%+27+0.9%Added
Oak Thistle LLC3,139$265.3K0.57%+3,139New
Coldstream Capital Management Inc3,148$266.1K0.01%+3,148New
Whittier Trust Co3,165$267.5K0.01%00.0%Unchanged
Measured Wealth Private Client Group, LLC3,168$267.8K0.11%+49+1.6%Added
Utah Retirement Systems3,200$270.5K0.00%00.0%Unchanged
Laffer Tengler Investments3,338$282.1K0.08%+3,338New
Eqis Capital Management, Inc.3,411$288.3K0.03%−275−7.5%Reduced
Inspirion Wealth Advisors, LLC3,656$309.0K0.07%00.0%Unchanged
Acadian Asset Management LLC3,695$311.0K0.00%+3,262+753.3%Added
Western Pacific Wealth Management, LP3,712$313.7K0.26%00.0%Unchanged
National Bank of Canada3,728$315.1K0.00%+3,728New
Centaurus Financial, Inc.3,840$325.0K0.03%00.0%Unchanged
Coyle Financial Counsel LLC3,919$331.2K0.16%00.0%Unchanged
The PNC Financial Services Group, Inc.3,982$336.5K0.00%+86+2.2%Added
Quantamental Technologies LLC4,046$342.0K0.16%+4,046New
Quantinno Capital Management LP4,048$342.0K0.03%−1,919−32.2%Reduced
Advisor Group Holdings, Inc.4,135$351.1K0.00%+135+3.4%Added
Petrus Trust Company, LTA4,206$355.5K0.05%+4,206New
United Capital Financial Advisers, LLC4,241$358.4K0.00%−1,912−31.1%Reduced
Comprehensive Financial Consultants Institutional, Inc.4,109$358.6K0.22%+1,424+53.0%Added
Crossmark Global Holdings, Inc.4,291$363.0K0.01%−531−11.0%Reduced
Maryland State Retirement & Pension System4,350$367.7K0.01%+4,350New
American Trust4,385$370.6K0.03%−667−13.2%Reduced
Pathstone Family Office, LLC5,505$372.2K0.01%+378+7.4%Added
Robeco Institutional Asset Management B.V.4,456$376.6K0.00%00.0%Unchanged
Janney Montgomery Scott LLC4,489$379.0K0.00%+253+6.0%Added
Brinker Capital Investments, LLC4,507$380.9K0.01%−55−1.2%Reduced
Strategic Investment Solutions, Inc.4,129$385.6K0.19%+4,129New
Mount Yale Investment Advisors, LLC4,572$386.4K0.04%+251+5.8%Added
Aquatic Capital Management LLC4,600$389.0K0.03%+4,600New
Emerald Mutual Fund Advisers Trust4,710$398.1K0.02%+4,710New
Public Employees Retirement Association of Colorado4,843$409.0K0.00%00.0%Unchanged
Strategic Wealth Designers5,003$414.0K0.10%+3+0.1%Added
IHT Wealth Management, LLC5,146$434.9K0.03%+60+1.2%Added
Shell Asset Management Co5,332$451.0K0.02%−1,102−17.1%Reduced
Acrisure Capital Management, LLC5,380$454.7K0.50%+5,380New
Russell Investments Group, Ltd.5,426$458.6K0.00%−1,456−21.2%Reduced
Securian Asset Management, Inc5,601$473.4K0.01%+100+1.8%Added
Northwestern Mutual Investment Management Company, LLC5,623$475.3K0.01%−3,149−35.9%Reduced
Cetera Advisor Networks LLC5,749$485.9K0.00%+999+21.0%Added
Segall Bryant & Hamill, LLC5,796$489.0K0.01%−10.0%Reduced
Intrust Bank NA5,845$494.0K0.07%+395+7.2%Added
CIBC Private Wealth Group, LLC6,203$496.2K0.00%00.0%Unchanged
M&T Bank Corp5,920$500.0K0.00%+512+9.5%Added
MPS Loria Financial Planners, LLC5,950$502.9K0.22%−134−2.2%Reduced
Fifth Third Bancorp6,046$511.0K0.00%−567−8.6%Reduced
New York Life Investment Management LLC6,105$516.0K0.01%+689+12.7%Added
Barr E S & Co6,200$524.0K0.04%−75−1.2%Reduced
CSS LLC6,284$531.1K0.03%00.0%Unchanged
Pitcairn Co6,460$546.0K0.05%−64−1.0%Reduced
Mach-1 Financial Group, Inc.6,522$551.3K0.26%+6,522New
AE Wealth Management LLC6,677$564.4K0.00%−215−3.1%Reduced
Cambridge Investment Research Advisors, Inc.6,779$573.0K0.00%+2,919+75.6%Added
KBC Group NV6,995$591.0K0.00%+6,995New
Mariner, LLC7,077$598.0K0.00%+2,247+46.5%Added
Pictet Asset Management SA7,219$610.0K0.00%+3,670+103.4%Added
Chartwell Investment Partners, LLC7,379$624.0K0.02%+7,379New
Yorktown Management & Research Co Inc7,400$625.4K0.76%00.0%Unchanged
Centiva Capital, LP7,544$637.6K0.05%+7,544New
Sapience Investments, LLC7,750$655.0K0.14%+7,750New
Xponance, Inc.8,011$677.1K0.01%+853+11.9%Added
Gotham Asset Management, LLC8,279$699.7K0.02%−4,500−35.2%Reduced
ProShare Advisors LLC8,387$708.9K0.00%+990+13.4%Added
Tredje AP-fonden8,460$715.0K0.01%+8,460New
State of Alaska, Department of Revenue8,505$718.0K0.01%+75+0.9%Added
Pearl River Capital, LLC8,557$723.2K0.12%+4,240+98.2%Added
Zurcher Kantonalbank (Zurich Cantonalbank)8,657$731.7K0.00%+1,374+18.9%Added
Commonwealth Equity Services, LLC8,748$739.0K0.00%+34+0.4%Added
Delphi Management Inc8,815$745.0K0.90%+8,815New
Handelsbanken Fonder AB8,823$746.0K0.00%00.0%Unchanged
Winton Group Ltd8,889$751.3K0.05%+170+1.9%Added
LSV Asset Management8,900$752.0K0.00%00.0%Unchanged
New Mexico Educational Retirement Board9,000$761.0K0.04%00.0%Unchanged
HRT Financial LP9,524$804.0K0.01%−2,905−23.4%Reduced
Jackson Creek Investment Advisors LLC9,666$817.0K0.36%+9,666New
Magnetar Financial LLC9,760$825.0K0.01%+9,760New
Teachers Retirement System of the State of Kentucky9,773$826.0K0.01%+1,200+14.0%Added
Forum Financial Management, LP10,477$885.5K0.03%00.0%Unchanged
Keybank National Association10,831$915.4K0.00%+839+8.4%Added
Dynamic Technology Lab Private Ltd10,900$921.0K0.09%+10,900New
Royce & Associates LP11,000$929.7K0.01%00.0%Unchanged
D. E. Shaw & Co., Inc.11,018$931.2K0.00%−1,214−9.9%Reduced
LPL Financial LLC11,027$932.0K0.00%−98−0.9%Reduced
Capula Management Ltd11,070$935.6K0.10%−820−6.9%Reduced
Pacer Advisors, Inc.11,646$984.3K0.01%+11,646New
Janus Henderson Group PLC11,719$990.7K0.00%+1,469+14.3%Added
Man Group plc11,736$991.9K0.00%+4,582+64.0%Added
Tower Research Capital LLC (TRC)12,154$1.03M0.04%+5,014+70.2%Added