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 |
|---|---|---|---|---|---|
| Xponance, Inc. | 7,299 | $551.1K | 0.01% | −110−1.5% | Reduced |
| State of Alaska, Department of Revenue | 7,273 | $549.0K | 0.01% | −315−4.2% | Reduced |
| Pictet Asset Management Holding SA | 7,219 | $545.0K | 0.00% | +7,219 | New |
| First Republic Investment Management, Inc. | 7,007 | $529.0K | 0.00% | +251+3.7% | Added |
| M&T Bank Corp | 6,679 | $504.1K | 0.00% | +372+5.9% | Added |
| Pitcairn Co | 6,661 | $502.9K | 0.04% | +450+7.2% | Added |
| MPS Loria Financial Planners, LLC | 6,343 | $478.9K | 0.19% | +28+0.4% | Added |
| Oliver Luxxe Assets LLC | 6,303 | $475.9K | 0.12% | +6,303 | New |
| CSS LLC | 6,284 | $474.4K | 0.04% | 00.0% | Unchanged |
| Creative Planning | 6,190 | $467.4K | 0.00% | −584−8.6% | Reduced |
| United Capital Financial Advisers, LLC | 6,140 | $463.6K | 0.00% | +1,892+44.5% | Added |
| Wealth Enhancement Advisory Services, LLC | 5,497 | $415.0K | 0.00% | +5,497 | New |
| Janney Montgomery Scott LLC | 5,490 | $414.0K | 0.00% | +710+14.9% | Added |
| Pearl River Capital, LLC | 5,477 | $413.5K | 0.06% | −1,535−21.9% | Reduced |
| Telemus Capital, LLC | 5,475 | $413.4K | 0.04% | +405+8.0% | Added |
| Park Avenue Securities LLC | 5,419 | $409.0K | 0.01% | +5,419 | New |
| Northwestern Mutual Wealth Management Co | 5,235 | $395.2K | 0.00% | 00.0% | Unchanged |
| Shell Asset Management Co | 5,194 | $392.0K | 0.02% | −90−1.7% | Reduced |
| Securian Asset Management, Inc | 5,184 | $391.4K | 0.01% | −217−4.0% | Reduced |
| Pacer Advisors, Inc. | 5,170 | $390.3K | 0.00% | −5,530−51.7% | Reduced |
| Pathstone Family Office, LLC | 5,134 | $387.6K | 0.00% | +1,135+28.4% | Added |
| Intrust Bank NA | 5,130 | $387.3K | 0.05% | +870+20.4% | Added |
| Gator Capital Management, LLC | 5,101 | $385.1K | 0.27% | 00.0% | Unchanged |
| Barr E S & Co | 5,100 | $385.1K | 0.03% | −750−12.8% | Reduced |
| IHT Wealth Management, LLC | 5,041 | $380.6K | 0.02% | −48−0.9% | Reduced |
| Strategic Wealth Designers | 5,003 | $377.7K | 0.07% | 00.0% | Unchanged |
| Versor Investments LP | 5,000 | $377.5K | 0.08% | +5,000 | New |
| Walleye Trading LLC | 4,977 | $375.8K | 0.01% | +4,977 | New |
| Public Employees Retirement Association of Colorado | 4,843 | $366.0K | 0.00% | 00.0% | Unchanged |
| Aurora Investment Counsel | 4,758 | $359.2K | 0.24% | −1,224−20.5% | Reduced |
| MML Investors Services, LLC | 4,738 | $358.0K | 0.00% | −635−11.8% | Reduced |
| Vestcor Inc | 4,561 | $344.0K | 0.01% | +4,561 | New |
| Duality Advisers, LP | 4,535 | $342.4K | 0.04% | +4,535 | New |
| Alps Advisors Inc | 4,460 | $336.7K | 0.00% | +4,460 | New |
| Inspirion Wealth Advisors, LLC | 4,419 | $333.6K | 0.07% | 00.0% | Unchanged |
| Maryland State Retirement & Pension System | 4,350 | $328.4K | 0.01% | 00.0% | Unchanged |
| Wintrust Investments LLC | 4,290 | $324.0K | 0.03% | 00.0% | Unchanged |
| Mitsubishi UFJ Trust & Banking Corp | 4,284 | $323.4K | 0.00% | +761+21.6% | Added |
| Western Pacific Wealth Management, LP | 4,212 | $318.0K | 0.26% | 00.0% | Unchanged |
| Deutsche Bank AG | 4,193 | $316.6K | 0.00% | −33,633−88.9% | Reduced |
| Dark Forest Capital Management LP | 4,172 | $315.0K | 0.03% | +4,172 | New |
| Mount Yale Investment Advisors, LLC | 4,142 | $312.7K | 0.03% | +540+15.0% | Added |
| CWM Advisors, LLC | 4,059 | $306.5K | 0.04% | −255−5.9% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 3,993 | $302.0K | 0.00% | −575−12.6% | Reduced |
| HSBC Holdings PLC | 3,985 | $300.7K | 0.00% | −77−1.9% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 3,779 | $285.3K | 0.00% | +3,779 | New |
| Pekin Hardy Strauss, Inc. | 3,750 | $283.1K | 0.04% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 3,704 | $279.7K | 0.01% | −175−4.5% | Reduced |
| Crossmark Global Holdings, Inc. | 3,599 | $272.0K | 0.01% | −408−10.2% | Reduced |
| Relative Value Partners Group, LLC | 3,514 | $265.3K | 0.02% | −2,457−41.1% | Reduced |
| PL Capital Advisors, LLC | 3,500 | $264.3K | 0.11% | 00.0% | Unchanged |
| Paragon Capital Management Ltd | 3,417 | $258.0K | 0.06% | −145−4.1% | Reduced |
| Centiva Capital, LP | 3,356 | $253.4K | 0.01% | +3,356 | New |
| Profund Advisors LLC | 3,328 | $251.3K | 0.01% | −730−18.0% | Reduced |
| Allspring Global Investments Holdings, LLC | 3,312 | $250.1K | 0.00% | −6,399−65.9% | Reduced |
| ProShare Advisors LLC | 3,306 | $249.6K | 0.00% | −269−7.5% | Reduced |
| Advisory Services Network, LLC | 3,303 | $249.4K | 0.01% | +302+10.1% | Added |
| Utah Retirement Systems | 3,300 | $249.2K | 0.00% | +100+3.1% | Added |
| O'Shaughnessy Asset Management, LLC | 3,299 | $249.1K | 0.00% | +298+9.9% | Added |
| Diametric Capital, LP | 3,219 | $243.0K | 0.10% | +3,219 | New |
| Qube Research & Technologies Ltd | 3,186 | $240.5K | 0.00% | −31,085−90.7% | Reduced |
| Commerce Bank | 3,175 | $239.7K | 0.00% | +3,175 | New |
| The PNC Financial Services Group, Inc. | 3,122 | $235.7K | 0.00% | +48+1.6% | Added |
| Shelton Capital Management | 3,101 | $234.1K | 0.01% | +78+2.6% | Added |
| Rothschild Investment Corp | 3,083 | $233.0K | 0.02% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 3,071 | $231.9K | 0.07% | 00.0% | Unchanged |
| Signaturefd, LLC | 3,028 | $228.6K | 0.01% | +153+5.3% | Added |
| Arcataur Capital Management LLC | 3,000 | $226.5K | 0.09% | 00.0% | Unchanged |
| Raymond James Trust N.A. | 2,923 | $220.7K | 0.01% | −261−8.2% | Reduced |
| Bessemer Group Inc | 2,915 | $220.0K | 0.00% | −178−5.8% | Reduced |
| Capstone Investment Advisors, LLC | 2,905 | $219.3K | 0.01% | +2,905 | New |
| Old National Bancorp | 2,899 | $218.9K | 0.01% | −158−5.2% | Reduced |
| Van Strum & Towne Inc. | 2,870 | $216.7K | 0.09% | 00.0% | Unchanged |
| JustInvest LLC | 2,795 | $211.0K | 0.01% | +2,795 | New |
| Hunter Perkins Capital Management, LLC | 2,685 | $203.0K | 0.04% | +2,685 | New |
| Headlands Technologies LLC | 2,594 | $195.8K | 0.10% | −474−15.4% | Reduced |
| Gradient Investments LLC | 2,377 | $179.5K | 0.00% | −5−0.2% | Reduced |
| Quadrant Capital Group LLC | 2,301 | $173.7K | 0.02% | +60+2.7% | Added |
| Plante Moran Financial Advisors, LLC | 2,169 | $163.8K | 0.02% | −790−26.7% | Reduced |
| TSFG, LLC | 1,560 | $118.0K | 0.04% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 1,500 | $113.3K | 0.01% | 00.0% | Unchanged |
| South Dakota Investment Council | 1,379 | $104.0K | 0.00% | −19,796−93.5% | Reduced |
| Steward Partners Investment Advisory, LLC | 1,210 | $91.3K | 0.00% | −349−22.4% | Reduced |
| Covestor Ltd | 1,040 | $79.0K | 0.06% | +195+23.1% | Added |
| Parkside Financial Bank & Trust | 1,028 | $77.6K | 0.02% | +183+21.7% | Added |
| Trust Co of Vermont | 1,000 | $75.5K | 0.01% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 975 | $73.6K | 0.00% | +109+12.6% | Added |
| Ronald Blue Trust, Inc. | 824 | $60.0K | 0.00% | +640+347.8% | Added |
| Huntington National Bank | 725 | $54.7K | 0.00% | +170+30.6% | Added |
| Whittier Trust Co of Nevada Inc | 677 | $51.1K | 0.00% | 00.0% | Unchanged |
| Stephenson National Bank & Trust | 645 | $48.7K | 0.03% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 589 | $44.5K | 0.00% | −18−3.0% | Reduced |
| Coppell Advisory Solutions LLC | 524 | $44.3K | 0.02% | +524 | New |
| Harvest Fund Management Co., Ltd | 555 | $42.0K | 0.01% | −526−48.7% | Reduced |
| Whittier Trust Co | 493 | $37.2K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 465 | $35.1K | 0.00% | +7+1.5% | Added |
| CWM, LLC | 459 | $35.0K | 0.00% | −45−8.9% | Reduced |
| Quarry LP | 449 | $33.9K | 0.02% | +218+94.4% | Added |
| Acadian Asset Management LLC | 433 | $32.0K | 0.00% | 00.0% | Unchanged |
| Old Second National Bank of Aurora | 400 | $30.2K | 0.01% | 00.0% | Unchanged |