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, Q2 2023
Institutional positions in Wintrust Financial Corp as of Jun 30, 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
- 350
- −35 vs. Q1 2023
- Shares held
- 57.0M
- +703.5K (+1.2%) vs. Q1 2023
- Total value
- $4.14B
- +$31.3M (+0.8%) vs. Q1 2023
- New holders
- 30
- 152 more added
- Sold out
- 65
- 112 more reduced
Compare with Q1 2023: 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, Q2 2023
Shares, value and share of portfolio for each institution holding Wintrust Financial Corp; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Pekin Hardy Strauss, Inc. | 3,750 | $272.3K | 0.04% | +3,750 | New |
| Coldstream Capital Management Inc | 3,879 | $281.7K | 0.01% | +266+7.4% | Added |
| Pathstone Family Office, LLC | 3,999 | $290.4K | 0.00% | −220−5.2% | Reduced |
| Profund Advisors LLC | 4,058 | $294.7K | 0.02% | −686−14.5% | Reduced |
| HSBC Holdings PLC | 4,062 | $295.2K | 0.00% | −14,963−78.6% | Reduced |
| Western Pacific Wealth Management, LP | 4,212 | $305.9K | 0.23% | +500+13.5% | Added |
| United Capital Financial Advisers, LLC | 4,248 | $308.5K | 0.00% | −126−2.9% | Reduced |
| Intrust Bank NA | 4,260 | $309.4K | 0.04% | −2,087−32.9% | Reduced |
| Wintrust Investments LLC | 4,290 | $312.0K | 0.03% | +4,290 | New |
| CWM Advisors, LLC | 4,314 | $313.3K | 0.04% | +580+15.5% | Added |
| Maryland State Retirement & Pension System | 4,350 | $315.9K | 0.01% | 00.0% | Unchanged |
| Inspirion Wealth Advisors, LLC | 4,419 | $320.9K | 0.06% | +763+20.9% | Added |
| Cambridge Investment Research Advisors, Inc. | 4,568 | $332.0K | 0.00% | −184−3.9% | Reduced |
| Crossmark Global Holdings, Inc. | 4,007 | $338.0K | 0.01% | −684−14.6% | Reduced |
| Janney Montgomery Scott LLC | 4,780 | $347.0K | 0.00% | +887+22.8% | Added |
| Public Employees Retirement Association of Colorado | 4,843 | $352.0K | 0.00% | 00.0% | Unchanged |
| Strategic Wealth Designers | 5,003 | $363.3K | 0.06% | 00.0% | Unchanged |
| Telemus Capital, LLC | 5,070 | $368.2K | 0.03% | +1,854+57.6% | Added |
| IHT Wealth Management, LLC | 5,089 | $369.6K | 0.02% | +3+0.1% | Added |
| US Bancorp | 5,093 | $369.9K | 0.00% | −30,092−85.5% | Reduced |
| Gator Capital Management, LLC | 5,101 | $370.4K | 0.26% | +5,101 | New |
| Advisor Group Holdings, Inc. | 5,182 | $377.1K | 0.00% | +283+5.8% | Added |
| Cetera Advisor Networks LLC | 5,193 | $377.1K | 0.00% | +12+0.2% | Added |
| Northwestern Mutual Wealth Management Co | 5,235 | $380.2K | 0.00% | +1,700+48.1% | Added |
| Shell Asset Management Co | 5,284 | $384.0K | 0.02% | −30−0.6% | Reduced |
| MML Investors Services, LLC | 5,373 | $390.0K | 0.00% | +2,033+60.9% | Added |
| Russell Investments Group, Ltd. | 5,378 | $390.5K | 0.00% | −4,934−47.8% | Reduced |
| Securian Asset Management, Inc | 5,401 | $392.2K | 0.01% | −100−1.8% | Reduced |
| Prudential PLC | 5,430 | $394.3K | 0.00% | 00.0% | Unchanged |
| Neuberger Berman Group LLC | 5,599 | $406.6K | 0.00% | −53,797−90.6% | Reduced |
| CX Institutional | 5,648 | $410.2K | 0.02% | −13,616−70.7% | Reduced |
| Segall Bryant & Hamill, LLC | 5,740 | $416.8K | 0.00% | +100+1.8% | Added |
| Barr E S & Co | 5,850 | $424.8K | 0.03% | 00.0% | Unchanged |
| Comprehensive Financial Consultants Institutional, Inc. | 5,514 | $427.6K | 0.23% | +626+12.8% | Added |
| Relative Value Partners Group, LLC | 5,971 | $433.6K | 0.03% | +3,093+107.5% | Added |
| Aurora Investment Counsel | 5,982 | $434.4K | 0.28% | +5,982 | New |
| Pitcairn Co | 6,211 | $451.0K | 0.04% | −87−1.4% | Reduced |
| CSS LLC | 6,284 | $456.3K | 0.04% | 00.0% | Unchanged |
| M&T Bank Corp | 6,307 | $458.4K | 0.00% | −466−6.9% | Reduced |
| MPS Loria Financial Planners, LLC | 6,315 | $458.6K | 0.17% | +343+5.7% | Added |
| Occudo Quantitative Strategies LP | 6,386 | $463.8K | 0.05% | +6,386 | New |
| Squarepoint Ops LLC | 6,420 | $466.2K | 0.00% | +6,420 | New |
| Gsa Capital Partners LLP | 6,492 | $471.0K | 0.05% | −5,189−44.4% | Reduced |
| First Republic Investment Management, Inc. | 6,756 | $490.6K | 0.00% | +3,538+109.9% | Added |
| Creative Planning | 6,774 | $491.9K | 0.00% | +3,214+90.3% | Added |
| Pearl River Capital, LLC | 7,012 | $509.2K | 0.08% | −817−10.4% | Reduced |
| Cresset Asset Management, LLC | 7,111 | $516.4K | 0.00% | +3,648+105.3% | Added |
| CIBC Private Wealth Group, LLC | 7,203 | $523.1K | 0.00% | +1,000+16.1% | Added |
| Pictet Asset Management SA | 7,219 | $524.2K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 7,336 | $532.8K | 0.00% | +126+1.7% | Added |
| Xponance, Inc. | 7,409 | $538.0K | 0.01% | −615−7.7% | Reduced |
| State of Alaska, Department of Revenue | 7,588 | $551.0K | 0.01% | −792−9.5% | Reduced |
| Tredje AP-fonden | 8,460 | $614.4K | 0.01% | 00.0% | Unchanged |
| Handelsbanken Fonder AB | 8,823 | $641.0K | 0.00% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 8,931 | $649.0K | 0.00% | +34+0.4% | Added |
| LPL Financial LLC | 9,395 | $682.3K | 0.00% | −1,035−9.9% | Reduced |
| KBC Group NV | 9,436 | $685.0K | 0.00% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 9,711 | $705.2K | 0.00% | −2,415−19.9% | Reduced |
| Mariner, LLC | 9,867 | $716.5K | 0.00% | +722+7.9% | Added |
| XTX Topco Ltd | 10,540 | $765.4K | 0.14% | +7,178+213.5% | Added |
| Forum Financial Management, LP | 10,552 | $766.3K | 0.02% | 00.0% | Unchanged |
| Quantinno Capital Management LP | 10,624 | $772.0K | 0.04% | +6,184+139.3% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 10,699 | $777.0K | 0.00% | +861+8.8% | Added |
| Pacer Advisors, Inc. | 10,700 | $777.0K | 0.00% | +10,700 | New |
| Teachers Retirement System of the State of Kentucky | 10,772 | $782.0K | 0.01% | +999+10.2% | Added |
| Emerald Mutual Fund Advisers Trust | 11,390 | $827.1K | 0.04% | +2,510+28.3% | Added |
| Tower Research Capital LLC (TRC) | 11,675 | $847.8K | 0.03% | +6,755+137.3% | Added |
| Tudor Investment Corp Et Al | 11,710 | $850.4K | 0.01% | +11,710 | New |
| Keybank National Association | 12,145 | $882.0K | 0.00% | +275+2.3% | Added |
| New Mexico Educational Retirement Board | 12,400 | $900.0K | 0.04% | +1,400+12.7% | Added |
| HighTower Advisors, LLC | 13,204 | $958.0K | 0.00% | +1,034+8.5% | Added |
| Delphi Management Inc | 13,442 | $976.0K | 1.03% | +13,442 | New |
| Northwestern Mutual Investment Management Company, LLC | 13,600 | $987.6K | 0.03% | +119+0.9% | Added |
| Oppenheimer Asset Management Inc. | 13,967 | $1.01M | 0.01% | +3,136+29.0% | Added |
| DuPont Capital Management Corp | 13,973 | $1.01M | 0.05% | −1,096−7.3% | Reduced |
| Chartwell Investment Partners, LLC | 14,115 | $1.03M | 0.04% | +6,481+84.9% | Added |
| D. E. Shaw & Co., Inc. | 14,408 | $1.05M | 0.00% | −79,278−84.6% | Reduced |
| CenterBook Partners LP | 14,437 | $1.05M | 0.13% | −2,847−16.5% | Reduced |
| ExodusPoint Capital Management, LP | 14,645 | $1.06M | 0.01% | −31,240−68.1% | Reduced |
| Cornercap Investment Counsel Inc | 14,734 | $1.07M | 0.19% | +1,609+12.3% | Added |
| State of Michigan Retirement System | 15,063 | $1.09M | 0.01% | −300−2.0% | Reduced |
| Ameritas Investment Partners, Inc. | 15,470 | $1.12M | 0.04% | 00.0% | Unchanged |
| Virginia Retirement Systems Et Al | 15,600 | $1.13M | 0.01% | −7,600−32.8% | Reduced |
| LSV Asset Management | 15,700 | $1.14M | 0.00% | 00.0% | Unchanged |
| Trexquant Investment LP | 16,074 | $1.17M | 0.03% | +16,074 | New |
| Bank of Montreal | 17,005 | $1.24M | 0.00% | −106,231−86.2% | Reduced |
| Shaker Investments LLC | 17,094 | $1.24M | 0.63% | −2,252−11.6% | Reduced |
| Arizona State Retirement System | 17,183 | $1.25M | 0.01% | −424−2.4% | Reduced |
| Teacher Retirement System of Texas | 17,325 | $1.26M | 0.01% | −4,963−22.3% | Reduced |
| Two Sigma Investments, LP | 17,442 | $1.27M | 0.00% | −4,620−20.9% | Reduced |
| Oregon Public Employees Retirement Fund | 17,633 | $1.28M | 0.02% | −100−0.6% | Reduced |
| Louisiana State Employees Retirement System | 17,900 | $1.30M | 0.03% | +1,800+11.2% | Added |
| Two Sigma Advisers, LP | 18,100 | $1.31M | 0.00% | −14,200−44.0% | Reduced |
| Alberta Investment Management Corp | 18,560 | $1.35M | 0.01% | −5,189−21.8% | Reduced |
| Vestor Capital, LLC | 18,973 | $1.38M | 0.15% | −285−1.5% | Reduced |
| Blair William & Co | 19,611 | $1.42M | 0.01% | −16,372−45.5% | Reduced |
| UBS Group AG | 19,967 | $1.45M | 0.00% | −26,543−57.1% | Reduced |
| PMC FIG Opportunities LLC | 20,000 | $1.45M | 8.17% | +3,000+17.6% | Added |
| Chicago Trust Co NA | 20,837 | $1.51M | 0.36% | 00.0% | Unchanged |
| Skylands Capital, LLC | 20,950 | $1.52M | 0.22% | +16,600+381.6% | Added |