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, Q3 2023
Institutional positions in Wintrust Financial Corp as of Sep 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
- 349
- +2 vs. Q2 2023
- Shares held
- 57.1M
- +74.2K (+0.1%) vs. Q2 2023
- Total value
- $4.31B
- +$172.2M (+4.2%) vs. Q2 2023
- New holders
- 32
- 109 more added
- Sold out
- 30
- 149 more reduced
3 institutions that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2023
Shares, value and share of portfolio for each institution holding Wintrust Financial Corp; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Sofos Investments, Inc. | 0 | $2 | 0.00% | −73−100.0% | Reduced |
| Assetmark, Inc | 1 | $76 | 0.00% | +1 | New |
| Tfo-TDC, LLC | 3 | $218 | 0.00% | 00.0% | Unchanged |
| Horizon Investments, LLC | 3 | $225 | 0.00% | +3 | New |
| Glassman Wealth Services | 4 | $302 | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 9 | $680 | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 10 | $755 | 0.00% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 12 | $906 | 0.00% | +12 | New |
| Hantz Financial Services, Inc. | 12 | $1.00K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 16 | $1.21K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 16 | $1.21K | 0.00% | +3+23.1% | Added |
| Washington Trust Co | 18 | $1.36K | 0.00% | −2−10.0% | Reduced |
| JFS Wealth Advisors, LLC | 19 | $1.44K | 0.00% | −18−48.6% | Reduced |
| Milestone Investment Advisors LLC | 24 | $1.81K | 0.00% | +24 | New |
| Farmers & Merchants Investments Inc | 27 | $2.04K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 32 | $2.42K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 40 | $3.02K | 0.00% | +40 | New |
| RFP Financial Group LLC | 47 | $3.55K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 55 | $4.13K | 0.00% | +1+1.9% | Added |
| Massmutual Trust Co FSB | 58 | $4.38K | 0.00% | +34+141.7% | Added |
| Clearstead Advisors, LLC | 59 | $4.46K | 0.00% | +34+136.0% | Added |
| Cary Street Partner Investment Advisory LLC | 60 | $4.53K | 0.00% | 00.0% | Unchanged |
| Steward Financial Group LLC | 73 | $5.00K | 0.00% | +73 | New |
| Front Row Advisors LLC | 67 | $5.06K | 0.00% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 72 | $5.44K | 0.00% | +60+500.0% | Added |
| EverSource Wealth Advisors, LLC | 73 | $5.51K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 91 | $6.87K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 100 | $7.55K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 100 | $7.55K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 104 | $7.85K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 118 | $8.91K | 0.00% | −56−32.2% | Reduced |
| Key Financial Inc | 139 | $10.5K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 142 | $10.7K | 0.00% | +54+61.4% | Added |
| Fifth Third Bancorp | 148 | $11.2K | 0.00% | +108+270.0% | Added |
| Global Retirement Partners, LLC | 153 | $11.2K | 0.00% | +14+10.1% | Added |
| Quent Capital, LLC | 159 | $12.0K | 0.00% | +18+12.8% | Added |
| First Horizon Advisors, Inc. | 163 | $12.3K | 0.00% | −20−10.9% | Reduced |
| Lee Financial Co | 165 | $12.5K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 167 | $13.0K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 184 | $13.9K | 0.01% | +61+49.6% | Added |
| Harbour Investments, Inc. | 201 | $15.2K | 0.00% | −10−4.7% | Reduced |
| NBC Securities, Inc. | 250 | $18.0K | 0.00% | +250 | New |
| Allworth Financial LP | 246 | $18.6K | 0.00% | +8+3.4% | Added |
| St Germain D J Co Inc | 260 | $19.6K | 0.00% | 00.0% | Unchanged |
| DHJJ Financial Advisors, Ltd. | 287 | $21.7K | 0.01% | +287 | New |
| Umb Bank N A | 311 | $23.5K | 0.00% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 360 | $27.2K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 383 | $28.9K | 0.00% | −2−0.5% | Reduced |
| Ci Investments Inc. | 397 | $30.0K | 0.00% | +4+1.0% | Added |
| Old Second National Bank of Aurora | 400 | $30.2K | 0.01% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 433 | $32.0K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 449 | $33.9K | 0.02% | +218+94.4% | Added |
| CWM, LLC | 459 | $35.0K | 0.00% | −45−8.9% | Reduced |
| Lindbrook Capital, LLC | 465 | $35.1K | 0.00% | +7+1.5% | Added |
| Whittier Trust Co | 493 | $37.2K | 0.00% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 555 | $42.0K | 0.01% | −526−48.7% | Reduced |
| Coppell Advisory Solutions LLC | 524 | $44.3K | 0.02% | +524 | New |
| Parallel Advisors, LLC | 589 | $44.5K | 0.00% | −18−3.0% | Reduced |
| Stephenson National Bank & Trust | 645 | $48.7K | 0.03% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 677 | $51.1K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 725 | $54.7K | 0.00% | +170+30.6% | Added |
| Ronald Blue Trust, Inc. | 824 | $60.0K | 0.00% | +640+347.8% | Added |
| TD Private Client Wealth LLC | 975 | $73.6K | 0.00% | +109+12.6% | Added |
| Trust Co of Vermont | 1,000 | $75.5K | 0.01% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 1,028 | $77.6K | 0.02% | +183+21.7% | Added |
| Covestor Ltd | 1,040 | $79.0K | 0.06% | +195+23.1% | Added |
| Steward Partners Investment Advisory, LLC | 1,210 | $91.3K | 0.00% | −349−22.4% | Reduced |
| South Dakota Investment Council | 1,379 | $104.0K | 0.00% | −19,796−93.5% | Reduced |
| Stonebridge Capital Advisors LLC | 1,500 | $113.3K | 0.01% | 00.0% | Unchanged |
| TSFG, LLC | 1,560 | $118.0K | 0.04% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 2,169 | $163.8K | 0.02% | −790−26.7% | Reduced |
| Quadrant Capital Group LLC | 2,301 | $173.7K | 0.02% | +60+2.7% | Added |
| Gradient Investments LLC | 2,377 | $179.5K | 0.00% | −5−0.2% | Reduced |
| Headlands Technologies LLC | 2,594 | $195.8K | 0.10% | −474−15.4% | Reduced |
| Hunter Perkins Capital Management, LLC | 2,685 | $203.0K | 0.04% | +2,685 | New |
| JustInvest LLC | 2,795 | $211.0K | 0.01% | +2,795 | New |
| Van Strum & Towne Inc. | 2,870 | $216.7K | 0.09% | 00.0% | Unchanged |
| Old National Bancorp | 2,899 | $218.9K | 0.01% | −158−5.2% | Reduced |
| Capstone Investment Advisors, LLC | 2,905 | $219.3K | 0.01% | +2,905 | New |
| Bessemer Group Inc | 2,915 | $220.0K | 0.00% | −178−5.8% | Reduced |
| Raymond James Trust N.A. | 2,923 | $220.7K | 0.01% | −261−8.2% | Reduced |
| Arcataur Capital Management LLC | 3,000 | $226.5K | 0.09% | 00.0% | Unchanged |
| Signaturefd, LLC | 3,028 | $228.6K | 0.01% | +153+5.3% | Added |
| Trifecta Capital Advisors, LLC | 3,071 | $231.9K | 0.07% | 00.0% | Unchanged |
| Rothschild Investment Corp | 3,083 | $233.0K | 0.02% | 00.0% | Unchanged |
| Shelton Capital Management | 3,101 | $234.1K | 0.01% | +78+2.6% | Added |
| The PNC Financial Services Group, Inc. | 3,122 | $235.7K | 0.00% | +48+1.6% | Added |
| Commerce Bank | 3,175 | $239.7K | 0.00% | +3,175 | New |
| Qube Research & Technologies Ltd | 3,186 | $240.5K | 0.00% | −31,085−90.7% | Reduced |
| Diametric Capital, LP | 3,219 | $243.0K | 0.10% | +3,219 | New |
| O'Shaughnessy Asset Management, LLC | 3,299 | $249.1K | 0.00% | +298+9.9% | Added |
| Utah Retirement Systems | 3,300 | $249.2K | 0.00% | +100+3.1% | Added |
| Advisory Services Network, LLC | 3,303 | $249.4K | 0.01% | +302+10.1% | Added |
| ProShare Advisors LLC | 3,306 | $249.6K | 0.00% | −269−7.5% | Reduced |
| Allspring Global Investments Holdings, LLC | 3,312 | $250.1K | 0.00% | −6,399−65.9% | Reduced |
| Profund Advisors LLC | 3,328 | $251.3K | 0.01% | −730−18.0% | Reduced |
| Centiva Capital, LP | 3,356 | $253.4K | 0.01% | +3,356 | New |
| Paragon Capital Management Ltd | 3,417 | $258.0K | 0.06% | −145−4.1% | Reduced |
| PL Capital Advisors, LLC | 3,500 | $264.3K | 0.11% | 00.0% | Unchanged |
| Relative Value Partners Group, LLC | 3,514 | $265.3K | 0.02% | −2,457−41.1% | Reduced |