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 |
|---|---|---|---|---|---|
| Nomura Asset Management Co Ltd | 360 | $26.1K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 311 | $22.6K | 0.00% | 00.0% | Unchanged |
| St Germain D J Co Inc | 260 | $18.9K | 0.00% | +260 | New |
| Allworth Financial LP | 238 | $17.3K | 0.00% | +216+981.8% | Added |
| Quarry LP | 231 | $16.8K | 0.01% | −432−65.2% | Reduced |
| Harbour Investments, Inc. | 211 | $15.3K | 0.00% | +200+1,818.2% | Added |
| First Horizon Advisors, Inc. | 183 | $13.3K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 184 | $13.0K | 0.00% | +184 | New |
| Hexagon Capital Partners LLC | 174 | $12.6K | 0.00% | +55+46.2% | Added |
| Capital Advisors, Ltd. LLC | 167 | $12.0K | 0.00% | +167 | New |
| Lee Financial Co | 165 | $12.0K | 0.00% | +45+37.5% | Added |
| Quent Capital, LLC | 141 | $10.2K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 139 | $10.1K | 0.00% | −1−0.7% | Reduced |
| Key Financial Inc | 139 | $10.1K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 123 | $8.90K | 0.00% | −3−2.4% | Reduced |
| Bell Investment Advisors, Inc | 104 | $7.55K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 100 | $7.26K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 100 | $7.26K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 91 | $6.61K | 0.00% | +37+68.5% | Added |
| Proequities, Inc. | 88 | $6.39K | 0.00% | −6−6.4% | Reduced |
| EverSource Wealth Advisors, LLC | 73 | $5.30K | 0.00% | +67+1,116.7% | Added |
| Front Row Advisors LLC | 67 | $5.00K | 0.00% | +18+36.7% | Added |
| Cary Street Partner Investment Advisory LLC | 60 | $4.36K | 0.00% | +15+33.3% | Added |
| Sound Income Strategies, LLC | 54 | $3.95K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 41 | $3.82K | 0.00% | +9+28.1% | Added |
| RFP Financial Group LLC | 47 | $3.41K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 40 | $2.90K | 0.00% | −132−76.7% | Reduced |
| JFS Wealth Advisors, LLC | 37 | $2.69K | 0.00% | +9+32.1% | Added |
| First Capital Advisors Group, LLC. | 36 | $2.61K | 0.00% | +36 | New |
| Versant Capital Management, Inc | 32 | $2.32K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 30 | $2.18K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 27 | $1.96K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 25 | $1.82K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 24 | $1.74K | 0.00% | −96−80.0% | Reduced |
| Washington Trust Co | 20 | $1.45K | 0.00% | +1+5.3% | Added |
| Moisand Fitzgerald Tamayo, LLC | 16 | $1.16K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 14 | $1.02K | 0.00% | +14 | New |
| Hantz Financial Services, Inc. | 12 | $1.00K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 13 | $945 | 0.00% | +7+116.7% | Added |
| Johnson Financial Group, Inc. | 12 | $872 | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 12 | $871 | 0.00% | −2−14.3% | Reduced |
| Baker Avenue Asset Management, LP | 12 | $871 | 0.00% | +12 | New |
| Abound Wealth Management | 11 | $799 | 0.00% | +11 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 10 | $726 | 0.00% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 9 | $654 | 0.00% | −558−98.4% | Reduced |
| Farther Finance Advisors, LLC | 9 | $654 | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 73 | $620 | 0.00% | +73 | New |
| Glassman Wealth Services | 4 | $290 | 0.00% | +1+33.3% | Added |
| Tfo-TDC, LLC | 3 | $218 | 0.00% | 00.0% | Unchanged |
| Comerica Bank | 44,518 | $1 | 0.00% | +44,518 | New |
| Wedge Capital Management L L P | 0 | $0 | 0.00% | −368,405−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −306,450−100.0% | Sold out |
| Assenagon Asset Management S.A. | 0 | $0 | 0.00% | −170,866−100.0% | Sold out |
| Alyeska Investment Group, L.P. | 0 | $0 | 0.00% | −137,422−100.0% | Sold out |
| WS Management LLLP | 0 | $0 | 0.00% | −60,900−100.0% | Sold out |
| Nicholas Investment Partners, LP | 0 | $0 | 0.00% | −53,894−100.0% | Sold out |
| Bank of Nova Scotia | 0 | $0 | 0.00% | −53,639−100.0% | Sold out |
| Brant Point Investment Management LLC | 0 | $0 | 0.00% | −40,000−100.0% | Sold out |
| AXA S.A. | 0 | $0 | 0.00% | −31,975−100.0% | Sold out |
| Cipher Capital LP | 0 | $0 | 0.00% | −19,890−100.0% | Sold out |
| Mackenzie Financial Corp | 0 | $0 | 0.00% | −17,948−100.0% | Sold out |
| Duality Advisers, LP | 0 | $0 | 0.00% | −17,466−100.0% | Sold out |
| Graham Capital Management, L.P. | 0 | $0 | 0.00% | −17,021−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −16,759−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −15,502−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −15,188−100.0% | Sold out |
| Putnam Investments LLC | 0 | $0 | 0.00% | −14,966−100.0% | Sold out |
| Canada Pension Plan Investment Board | 0 | $0 | 0.00% | −12,900−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −11,444−100.0% | Sold out |
| Acrisure Capital Management, LLC | 0 | $0 | 0.00% | −9,734−100.0% | Sold out |
| Ossiam | 0 | $0 | 0.00% | −9,374−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −9,243−100.0% | Sold out |
| Los Angeles Capital Management LLC | 0 | $0 | 0.00% | −9,103−100.0% | Sold out |
| CM Wealth Advisors LLC | 0 | $0 | 0.00% | −9,786−100.0% | Sold out |
| Man Group plc | 0 | $0 | 0.00% | – | Sold out |
| PDT Partners, LLC | 0 | $0 | 0.00% | −8,206−100.0% | Sold out |
| Prelude Capital Management, LLC | 0 | $0 | 0.00% | −8,112−100.0% | Sold out |
| Yorktown Management & Research Co Inc | 0 | $0 | 0.00% | −7,400−100.0% | Sold out |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −6,854−100.0% | Sold out |
| JustInvest LLC | 0 | $0 | 0.00% | −6,109−100.0% | Sold out |
| Winton Group Ltd | 0 | $0 | 0.00% | −6,077−100.0% | Sold out |
| Healthcare of Ontario Pension Plan Trust Fund | 0 | $0 | 0.00% | −5,735−100.0% | Sold out |
| Legato Capital Management LLC | 0 | $0 | 0.00% | −5,163−100.0% | Sold out |
| Gotham Asset Management, LLC | 0 | $0 | 0.00% | −4,807−100.0% | Sold out |
| Measured Wealth Private Client Group, LLC | 0 | $0 | 0.00% | −4,752−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −4,641−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −4,537−100.0% | Sold out |
| Robeco Institutional Asset Management B.V. | 0 | $0 | 0.00% | −4,456−100.0% | Sold out |
| Teza Capital Management LLC | 0 | $0 | 0.00% | −4,451−100.0% | Sold out |
| Coyle Financial Counsel LLC | 0 | $0 | 0.00% | −3,919−100.0% | Sold out |
| Centaurus Financial, Inc. | 0 | $0 | 0.00% | −3,840−100.0% | Sold out |
| Eqis Capital Management, Inc. | 0 | $0 | 0.00% | −3,778−100.0% | Sold out |
| Captrust Financial Advisors | 0 | $0 | 0.00% | −2,978−100.0% | Sold out |
| NinePointTwo Capital | 0 | $0 | 0.00% | −2,909−100.0% | Sold out |
| Symmetry Partners, LLC | 0 | $0 | 0.00% | −2,786−100.0% | Sold out |
| PEAK6 Investments LLC | 0 | $0 | 0.00% | −1,718−100.0% | Sold out |
| Kapitalo Investimentos Ltda | 0 | $0 | 0.00% | −1,561−100.0% | Sold out |
| Itau Unibanco Holding S.A. | 0 | $0 | 0.00% | −1,131−100.0% | Sold out |
| Benjamin F. Edwards & Company, Inc. | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −812−100.0% | Sold out |