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, Q1 2023
Institutional positions in Wintrust Financial Corp as of Mar 31, 2023. 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
- 385
- −6 vs. Q4 2022
- Shares held
- 56.3M
- +188.6K (+0.3%) vs. Q4 2022
- Total value
- $4.11B
- −$595.1M (−12.7%) vs. Q4 2022
- New holders
- 52
- 132 more added
- Sold out
- 58
- 139 more reduced
5 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 600 | $10.4B |
| Q1 2026 | 558 | $8.96B |
| Q4 2025 | 527 | $9.00B |
| Q3 2025 | 478 | $8.44B |
| Q2 2025 | 471 | $8.03B |
| Q1 2025 | 454 | $7.26B |
| Q4 2024 | 445 | $7.88B |
| Q3 2024 | 419 | $6.61B |
| Q2 2024 | 397 | $5.73B |
| Q1 2024 | 388 | $6.12B |
| Q4 2023 | 396 | $5.39B |
| Q3 2023 | 349 | $4.31B |
| Q2 2023 | 350 | $4.14B |
| Q1 2023 | 385 | $4.11B |
| Q4 2022 | 396 | $4.71B |
| Q3 2022 | 354 | $4.49B |
| Q2 2022 | 351 | $4.51B |
| Q1 2022 | 351 | $4.83B |
| Q4 2021 | 332 | $4.68B |
| Q3 2021 | 306 | $4.12B |
| Q2 2021 | 297 | $3.90B |
| Q1 2021 | 298 | $3.94B |
Institutions, Q1 2023
Shares, value and share of portfolio for each institution holding Wintrust Financial Corp; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Boothbay Fund Management, LLC | 91,739 | $6.69M | 0.19% | +1,384+1.5% | Added |
| D. E. Shaw & Co., Inc. | 93,686 | $6.83M | 0.01% | +82,668+750.3% | Added |
| American International Group, Inc. | 93,751 | $6.84M | 0.04% | −877−0.9% | Reduced |
| Congress Asset Management Co | 94,909 | $6.92M | 0.06% | +6,633+7.5% | Added |
| New York State Teachers Retirement System | 95,568 | $6.97M | 0.02% | 00.0% | Unchanged |
| Royal Bank of Canada | 95,616 | $6.97M | 0.00% | +9,609+11.2% | Added |
| Barclays PLC | 100,641 | $7.34M | 0.01% | +13,645+15.7% | Added |
| Interval Partners, LP | 101,084 | $7.37M | 0.41% | +5,026+5.2% | Added |
| Hotchkis & Wiley Capital Management LLC | 101,850 | $7.43M | 0.03% | +16,255+19.0% | Added |
| Guggenheim Capital LLC | 104,726 | $7.64M | 0.06% | −26,789−20.4% | Reduced |
| Maltese Capital Management LLC | 110,000 | $8.02M | 3.03% | +67,500+158.8% | Added |
| Lazard Asset Management LLC | 111,205 | $8.11M | 0.01% | −663−0.6% | Reduced |
| Mesirow Institutional Investment Management, Inc. | 111,728 | $8.15M | 0.88% | +31,470+39.2% | Added |
| Bank of Montreal | 123,236 | $9.02M | 0.01% | −56,546−31.5% | Reduced |
| Swiss National Bank | 131,167 | $9.57M | 0.01% | −15,500−10.6% | Reduced |
| California Public Employees Retirement System | 131,347 | $9.58M | 0.01% | −18,689−12.5% | Reduced |
| Ziegler Capital Management, LLC | 134,920 | $9.84M | 0.39% | −2,616−1.9% | Reduced |
| Alyeska Investment Group, L.P. | 137,422 | $10.0M | 0.09% | −143,848−51.1% | Reduced |
| Gillson Capital LP | 150,952 | $11.0M | 0.91% | +150,952 | New |
| Strategic Value Bank Partners LLC | 151,221 | $11.0M | 6.46% | 00.0% | Unchanged |
| State of Wisconsin Investment Board | 154,113 | $11.2M | 0.03% | −17,893−10.4% | Reduced |
| Truist Financial Corp | 157,722 | $11.5M | 0.02% | +18,736+13.5% | Added |
| Raymond James & Associates | 160,411 | $11.7M | 0.01% | +41,814+35.3% | Added |
| Invesco Ltd. | 164,442 | $12.0M | 0.00% | −571,600−77.7% | Reduced |
| Westwood Holdings Group Inc. | 169,311 | $12.4M | 0.11% | +19,565+13.1% | Added |
| Assenagon Asset Management S.A. | 170,866 | $12.5M | 0.05% | −9,239−5.1% | Reduced |
| Glenmede Trust Co NA | 176,434 | $12.9M | 0.07% | +3,046+1.8% | Added |
| Mairs & Power Inc | 183,558 | $13.4M | 0.15% | +22,133+13.7% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 192,534 | $14.0M | 0.05% | −16,022−7.7% | Reduced |
| Rhumbline Advisers | 194,332 | $14.2M | 0.02% | −768−0.4% | Reduced |
| FJ Capital Management LLC | 196,882 | $14.4M | 1.78% | +196,882 | New |
| AQR Capital Management LLC | 201,749 | $14.6M | 0.03% | −75,453−27.2% | Reduced |
| Thrivent Financial for Lutherans | 203,238 | $14.8M | 0.04% | +33,266+19.6% | Added |
| Ameriprise Financial Inc | 203,379 | $14.8M | 0.00% | −872−0.4% | Reduced |
| Citadel Advisors LLC | 203,572 | $14.9M | 0.02% | −786,732−79.4% | Reduced |
| New York State Common Retirement Fund | 204,647 | $14.9M | 0.02% | +120,775+144.0% | Added |
| Stieven Capital Advisors, L.P. | 204,960 | $15.0M | 3.92% | +51,900+33.9% | Added |
| Loomis Sayles & Co L P | 215,079 | $15.7M | 0.03% | −4,945−2.2% | Reduced |
| Weiss Multi-Strategy Advisers LLC | 223,295 | $16.3M | 0.40% | +93,479+72.0% | Added |
| Principal Financial Group Inc | 240,411 | $17.5M | 0.01% | −19,271−7.4% | Reduced |
| Clearbridge Investments, LLC | 249,019 | $18.2M | 0.02% | +35,844+16.8% | Added |
| Martingale Asset Management L P | 259,261 | $18.9M | 0.36% | +3,830+1.5% | Added |
| Bank of America Corp | 282,093 | $20.6M | 0.00% | +75,866+36.8% | Added |
| Leeward Investments, LLC - MA | 304,375 | $22.2M | 1.01% | −14,766−4.6% | Reduced |
| Balyasny Asset Management LLC | 306,450 | $22.4M | 0.07% | +259,679+555.2% | Added |
| Jennison Associates LLC | 337,592 | $24.6M | 0.02% | +129,258+62.0% | Added |
| First Trust Advisors LP | 340,739 | $24.9M | 0.03% | +213,181+167.1% | Added |
| Massachusetts Financial Services Co | 343,704 | $25.1M | 0.01% | −12,479−3.5% | Reduced |
| Standard Life Aberdeen plc | 344,266 | $25.1M | 0.06% | −33,384−8.8% | Reduced |
| Wedge Capital Management L L P | 368,405 | $26.9M | 0.45% | +368,405 | New |
| Kennedy Capital Management, Inc. | 377,165 | $27.5M | 0.81% | +47,083+14.3% | Added |
| American Century Companies Inc | 390,457 | $28.5M | 0.02% | −126,492−24.5% | Reduced |
| GW&K Investment Management, LLC | 417,001 | $30.4M | 0.29% | +417,001 | New |
| Lord, Abbett & Co. LLC | 434,522 | $31.7M | 0.11% | +9,926+2.3% | Added |
| Global Alpha Capital Management Ltd. | 447,993 | $32.7M | 2.97% | +12,373+2.8% | Added |
| Northern Trust Corp | 458,768 | $33.5M | 0.01% | +4,129+0.9% | Added |
| Nuveen Asset Management, LLC | 465,319 | $33.9M | 0.01% | −105,877−18.5% | Reduced |
| Frontier Capital Management Co LLC | 482,004 | $35.2M | 0.36% | −208,801−30.2% | Reduced |
| Schonfeld Strategic Advisors LLC | 486,947 | $35.5M | 0.34% | −35,427−6.8% | Reduced |
| Charles Schwab Investment Management Inc | 499,585 | $36.4M | 0.01% | +10,308+2.1% | Added |
| North Reef Capital Management LP | 510,968 | $37.3M | 4.18% | −199,105−28.0% | Reduced |
| William Blair Investment Management, LLC | 574,256 | $41.9M | 0.15% | +62,493+12.2% | Added |
| Boston Partners | 584,740 | $42.1M | 0.06% | +4,785+0.8% | Added |
| Morgan Stanley | 597,667 | $43.6M | 0.00% | −285,680−32.3% | Reduced |
| Reinhart Partners, Inc. | 608,700 | $44.4M | 2.40% | +158,159+35.1% | Added |
| Premier Fund Managers Ltd | 643,101 | $46.4M | 1.83% | −900−0.1% | Reduced |
| Fisher Asset Management, LLC | 646,999 | $47.2M | 0.03% | −29,070−4.3% | Reduced |
| Bank of New York Mellon Corp | 653,097 | $47.6M | 0.01% | −10,075−1.5% | Reduced |
| Norges Bank | 658,928 | $48.1M | 0.01% | +12,986+2.0% | Added |
| Capital International Investors | 667,169 | $48.7M | 0.01% | +667,169 | New |
| Channing Capital Management, LLC | 678,039 | $49.5M | 1.59% | +678,039 | New |
| Kempen Capital Management N.V. | 689,529 | $50.3M | 0.96% | +27,633+4.2% | Added |
| Federated Hermes, Inc. | 693,067 | $50.6M | 0.13% | −152,073−18.0% | Reduced |
| Wellington Management Group LLP | 797,581 | $58.2M | 0.01% | −6,992−0.9% | Reduced |
| Geode Capital Management, LLC | 896,982 | $65.4M | 0.01% | +31,163+3.6% | Added |
| Fuller & Thaler Asset Management, Inc. | 963,315 | $70.3M | 0.41% | +963,315 | New |
| Millennium Management LLC | 986,709 | $72.0M | 0.08% | +477,846+93.9% | Added |
| Alliancebernstein L.P. | 1,239,574 | $90.4M | 0.04% | −98,942−7.4% | Reduced |
| Victory Capital Management Inc | 1,798,073 | $131.2M | 0.15% | −473,451−20.8% | Reduced |
| JPMorgan Chase & Co | 1,913,872 | $139.6M | 0.02% | +75,040+4.1% | Added |
| Dimensional Fund Advisors LP | 2,598,362 | $189.5M | 0.06% | +115,981+4.7% | Added |
| State Street Corp | 2,683,191 | $195.7M | 0.01% | +192,077+7.7% | Added |
| FMR LLC | 3,616,392 | $263.8M | 0.02% | +11,279+0.3% | Added |
| BlackRock Inc. | 6,156,440 | $449.1M | 0.01% | +119,790+2.0% | Added |
| Vanguard Group Inc | 6,184,067 | $451.1M | 0.01% | +101,185+1.7% | Added |
| Holocene Advisors, LP | 0 | $0 | 0.00% | −243,324−100.0% | Sold out |
| Silvercrest Asset Management Group LLC | 0 | $0 | 0.00% | −86,905−100.0% | Sold out |
| Granite Investment Partners, LLC | 0 | $0 | 0.00% | −83,643−100.0% | Sold out |
| Crestline Management, LP | 0 | $0 | 0.00% | −72,823−100.0% | Sold out |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −69,700−100.0% | Sold out |
| Driehaus Capital Management LLC | 0 | $0 | 0.00% | −64,944−100.0% | Sold out |
| Amundi | 0 | $0 | 0.00% | −58,122−100.0% | Sold out |
| Jacobs Asset Management, LLC | 0 | $0 | 0.00% | −40,000−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −32,566−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −28,521−100.0% | Sold out |
| CIBC World Markets Inc. | 0 | $0 | 0.00% | −27,783−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −23,275−100.0% | Sold out |
| Walleye Capital LLC | 0 | $0 | 0.00% | −18,029−100.0% | Sold out |
| Gyon Technologies Capital Management, LP | 0 | $0 | 0.00% | −16,538−100.0% | Sold out |
| Macquarie Group Ltd | 0 | $0 | 0.00% | −13,715−100.0% | Sold out |