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 |
|---|---|---|---|---|---|
| Crossmark Global Holdings, Inc. | 3,599 | $272.0K | 0.01% | −408−10.2% | Reduced |
| Coldstream Capital Management Inc | 3,704 | $279.7K | 0.01% | −175−4.5% | Reduced |
| Pekin Hardy Strauss, Inc. | 3,750 | $283.1K | 0.04% | 00.0% | Unchanged |
| Envestnet Portfolio Solutions, Inc. | 3,779 | $285.3K | 0.00% | +3,779 | New |
| HSBC Holdings PLC | 3,985 | $300.7K | 0.00% | −77−1.9% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 3,993 | $302.0K | 0.00% | −575−12.6% | Reduced |
| CWM Advisors, LLC | 4,059 | $306.5K | 0.04% | −255−5.9% | Reduced |
| Mount Yale Investment Advisors, LLC | 4,142 | $312.7K | 0.03% | +540+15.0% | Added |
| Dark Forest Capital Management LP | 4,172 | $315.0K | 0.03% | +4,172 | New |
| Deutsche Bank AG | 4,193 | $316.6K | 0.00% | −33,633−88.9% | Reduced |
| Western Pacific Wealth Management, LP | 4,212 | $318.0K | 0.26% | 00.0% | Unchanged |
| Mitsubishi UFJ Trust & Banking Corp | 4,284 | $323.4K | 0.00% | +761+21.6% | Added |
| Wintrust Investments LLC | 4,290 | $324.0K | 0.03% | 00.0% | Unchanged |
| Maryland State Retirement & Pension System | 4,350 | $328.4K | 0.01% | 00.0% | Unchanged |
| Inspirion Wealth Advisors, LLC | 4,419 | $333.6K | 0.07% | 00.0% | Unchanged |
| Alps Advisors Inc | 4,460 | $336.7K | 0.00% | +4,460 | New |
| Duality Advisers, LP | 4,535 | $342.4K | 0.04% | +4,535 | New |
| Vestcor Inc | 4,561 | $344.0K | 0.01% | +4,561 | New |
| MML Investors Services, LLC | 4,738 | $358.0K | 0.00% | −635−11.8% | Reduced |
| Aurora Investment Counsel | 4,758 | $359.2K | 0.24% | −1,224−20.5% | Reduced |
| Public Employees Retirement Association of Colorado | 4,843 | $366.0K | 0.00% | 00.0% | Unchanged |
| Walleye Trading LLC | 4,977 | $375.8K | 0.01% | +4,977 | New |
| Versor Investments LP | 5,000 | $377.5K | 0.08% | +5,000 | New |
| Strategic Wealth Designers | 5,003 | $377.7K | 0.07% | 00.0% | Unchanged |
| IHT Wealth Management, LLC | 5,041 | $380.6K | 0.02% | −48−0.9% | Reduced |
| Barr E S & Co | 5,100 | $385.1K | 0.03% | −750−12.8% | Reduced |
| Gator Capital Management, LLC | 5,101 | $385.1K | 0.27% | 00.0% | Unchanged |
| Intrust Bank NA | 5,130 | $387.3K | 0.05% | +870+20.4% | Added |
| Pathstone Family Office, LLC | 5,134 | $387.6K | 0.00% | +1,135+28.4% | Added |
| Pacer Advisors, Inc. | 5,170 | $390.3K | 0.00% | −5,530−51.7% | Reduced |
| Securian Asset Management, Inc | 5,184 | $391.4K | 0.01% | −217−4.0% | Reduced |
| Shell Asset Management Co | 5,194 | $392.0K | 0.02% | −90−1.7% | Reduced |
| Northwestern Mutual Wealth Management Co | 5,235 | $395.2K | 0.00% | 00.0% | Unchanged |
| Park Avenue Securities LLC | 5,419 | $409.0K | 0.01% | +5,419 | New |
| Telemus Capital, LLC | 5,475 | $413.4K | 0.04% | +405+8.0% | Added |
| Pearl River Capital, LLC | 5,477 | $413.5K | 0.06% | −1,535−21.9% | Reduced |
| Janney Montgomery Scott LLC | 5,490 | $414.0K | 0.00% | +710+14.9% | Added |
| Wealth Enhancement Advisory Services, LLC | 5,497 | $415.0K | 0.00% | +5,497 | New |
| United Capital Financial Advisers, LLC | 6,140 | $463.6K | 0.00% | +1,892+44.5% | Added |
| Creative Planning | 6,190 | $467.4K | 0.00% | −584−8.6% | Reduced |
| CSS LLC | 6,284 | $474.4K | 0.04% | 00.0% | Unchanged |
| Oliver Luxxe Assets LLC | 6,303 | $475.9K | 0.12% | +6,303 | New |
| MPS Loria Financial Planners, LLC | 6,343 | $478.9K | 0.19% | +28+0.4% | Added |
| Pitcairn Co | 6,661 | $502.9K | 0.04% | +450+7.2% | Added |
| M&T Bank Corp | 6,679 | $504.1K | 0.00% | +372+5.9% | Added |
| First Republic Investment Management, Inc. | 7,007 | $529.0K | 0.00% | +251+3.7% | Added |
| Pictet Asset Management Holding SA | 7,219 | $545.0K | 0.00% | +7,219 | New |
| State of Alaska, Department of Revenue | 7,273 | $549.0K | 0.01% | −315−4.2% | Reduced |
| Xponance, Inc. | 7,299 | $551.1K | 0.01% | −110−1.5% | Reduced |
| Mariner, LLC | 7,904 | $596.7K | 0.00% | −1,963−19.9% | Reduced |
| Neuberger Berman Group LLC | 7,936 | $599.2K | 0.00% | +2,337+41.7% | Added |
| Advisor Group Holdings, Inc. | 7,977 | $602.6K | 0.00% | +2,795+53.9% | Added |
| Cresset Asset Management, LLC | 8,118 | $612.9K | 0.00% | +1,007+14.2% | Added |
| Squarepoint Ops LLC | 8,134 | $614.1K | 0.00% | +1,714+26.7% | Added |
| Comprehensive Financial Consultants Institutional, Inc. | 8,382 | $632.8K | 0.33% | +2,868+52.0% | Added |
| Tredje AP-fonden | 8,460 | $638.7K | 0.01% | 00.0% | Unchanged |
| Arrowstreet Capital, Limited Partnership | 8,703 | $657.0K | 0.00% | +8,703 | New |
| Commonwealth Equity Services, LLC | 9,010 | $680.0K | 0.00% | +79+0.9% | Added |
| Cetera Advisor Networks LLC | 9,685 | $731.2K | 0.00% | +4,492+86.5% | Added |
| LPL Financial LLC | 9,840 | $742.9K | 0.00% | +445+4.7% | Added |
| KBC Group NV | 10,334 | $780.0K | 0.00% | +898+9.5% | Added |
| Russell Investments Group, Ltd. | 10,450 | $789.0K | 0.00% | +5,072+94.3% | Added |
| Quantinno Capital Management LP | 10,447 | $789.0K | 0.04% | −177−1.7% | Reduced |
| Forum Financial Management, LP | 10,552 | $796.7K | 0.02% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 10,700 | $807.9K | 0.03% | −975−8.4% | Reduced |
| Renaissance Technologies LLC | 10,800 | $815.0K | 0.00% | +10,800 | New |
| Emerald Mutual Fund Advisers Trust | 11,390 | $859.9K | 0.05% | 00.0% | Unchanged |
| XTX Topco Ltd | 11,570 | $873.5K | 0.15% | +1,030+9.8% | Added |
| Keybank National Association | 11,976 | $904.2K | 0.00% | −169−1.4% | Reduced |
| HighTower Advisors, LLC | 12,110 | $913.0K | 0.00% | −1,094−8.3% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 12,396 | $935.9K | 0.01% | −17,184−58.1% | Reduced |
| New Mexico Educational Retirement Board | 12,400 | $936.0K | 0.04% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 12,661 | $955.9K | 0.00% | +5,458+75.8% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 12,725 | $960.7K | 0.00% | +2,026+18.9% | Added |
| Cornercap Investment Counsel Inc | 12,805 | $966.8K | 0.18% | −1,929−13.1% | Reduced |
| Handelsbanken Fonder AB | 13,223 | $998.0K | 0.01% | +4,400+49.9% | Added |
| Delphi Management Inc | 13,376 | $1.01M | 1.03% | −66−0.5% | Reduced |
| D. E. Shaw & Co., Inc. | 13,502 | $1.02M | 0.00% | −906−6.3% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 13,576 | $1.02M | 0.03% | −24−0.2% | Reduced |
| Oppenheimer Asset Management Inc. | 13,720 | $1.04M | 0.02% | −247−1.8% | Reduced |
| HRT Financial LP | 13,723 | $1.04M | 0.01% | +13,723 | New |
| Ameritas Investment Partners, Inc. | 13,728 | $1.04M | 0.04% | −1,742−11.3% | Reduced |
| BNP Paribas Arbitrage, SA | 13,968 | $1.05M | 0.00% | +10,952+363.1% | Added |
| Chartwell Investment Partners, LLC | 14,115 | $1.07M | 0.04% | 00.0% | Unchanged |
| Two Sigma Advisers, LP | 14,200 | $1.07M | 0.00% | −3,900−21.5% | Reduced |
| State of Michigan Retirement System | 14,663 | $1.11M | 0.01% | −400−2.7% | Reduced |
| Ensign Peak Advisors, Inc | 15,499 | $1.17M | 0.00% | −7,035−31.2% | Reduced |
| LSV Asset Management | 15,700 | $1.19M | 0.00% | 00.0% | Unchanged |
| EJF Capital LLC | 15,774 | $1.19M | 0.52% | −32,134−67.1% | Reduced |
| Oregon Public Employees Retirement Fund | 17,203 | $1.30M | 0.02% | −430−2.4% | Reduced |
| Louisiana State Employees Retirement System | 17,300 | $1.31M | 0.03% | −600−3.4% | Reduced |
| Two Sigma Investments, LP | 17,400 | $1.31M | 0.00% | −42−0.2% | Reduced |
| Arizona State Retirement System | 17,423 | $1.32M | 0.01% | +240+1.4% | Added |
| Bank of Montreal | 16,875 | $1.32M | 0.00% | −130−0.8% | Reduced |
| Vestor Capital, LLC | 18,973 | $1.43M | 0.16% | 00.0% | Unchanged |
| Chicago Trust Co NA | 19,237 | $1.45M | 0.36% | −1,600−7.7% | Reduced |
| Dana Investment Advisors, Inc. | 19,348 | $1.46M | 0.07% | −3,056−13.6% | Reduced |
| Skylands Capital, LLC | 19,400 | $1.46M | 0.22% | −1,550−7.4% | Reduced |
| Blair William & Co | 19,591 | $1.48M | 0.01% | −20−0.1% | Reduced |
| Martingale Asset Management L P | 19,906 | $1.50M | 0.03% | −20,057−50.2% | Reduced |