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, Q4 2023
Institutional positions in Wintrust Financial Corp as of Dec 31, 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
- 396
- +52 vs. Q3 2023
- Shares held
- 58.1M
- +1.05M (+1.8%) vs. Q3 2023
- Total value
- $5.39B
- +$1.08B (+25.1%) vs. Q3 2023
- New holders
- 76
- 147 more added
- Sold out
- 24
- 125 more reduced
5 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2023
Shares, value and share of portfolio for each institution holding Wintrust Financial Corp; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 6,208,585 | $575.8M | 0.01% | +7,976+0.1% | Added |
| BlackRock Inc. | 5,803,360 | $538.3M | 0.01% | +11,387+0.2% | Added |
| FMR LLC | 4,298,290 | $398.7M | 0.03% | −353,091−7.6% | Reduced |
| Dimensional Fund Advisors LP | 2,866,032 | $265.8M | 0.08% | +80,526+2.9% | Added |
| State Street Corp | 2,622,341 | $243.2M | 0.01% | +94,029+3.7% | Added |
| Victory Capital Management Inc | 1,843,679 | $171.0M | 0.18% | +79,672+4.5% | Added |
| JPMorgan Chase & Co | 1,642,277 | $152.3M | 0.02% | −190,900−10.4% | Reduced |
| Capital International Investors | 1,566,003 | $145.2M | 0.03% | +693,452+79.5% | Added |
| Fuller & Thaler Asset Management, Inc. | 1,241,684 | $115.2M | 0.58% | +69,442+5.9% | Added |
| Alliancebernstein L.P. | 1,047,788 | $97.2M | 0.04% | −96,069−8.4% | Reduced |
| Geode Capital Management, LLC | 994,525 | $92.3M | 0.01% | +30,623+3.2% | Added |
| Invesco Ltd. | 953,537 | $88.4M | 0.02% | +237,284+33.1% | Added |
| Principal Financial Group Inc | 860,623 | $79.8M | 0.05% | +497,065+136.7% | Added |
| Janus Henderson Group PLC | 812,280 | $75.3M | 0.04% | +500,697+160.7% | Added |
| Federated Hermes, Inc. | 788,615 | $73.1M | 0.18% | +11,969+1.5% | Added |
| Channing Capital Management, LLC | 754,025 | $69.9M | 2.06% | −86,484−10.3% | Reduced |
| Reinhart Partners, Inc. | 716,105 | $66.4M | 2.92% | +63,899+9.8% | Added |
| Bank of New York Mellon Corp | 707,970 | $65.7M | 0.01% | +66,533+10.4% | Added |
| Norges Bank | 667,366 | $61.9M | 0.01% | −4,946−0.7% | Reduced |
| Premier Fund Managers Ltd | 636,176 | $59.8M | 2.58% | 00.0% | Unchanged |
| Boston Partners | 627,113 | $58.8M | 0.08% | −16,937−2.6% | Reduced |
| Jennison Associates LLC | 596,632 | $55.3M | 0.04% | +301,528+102.2% | Added |
| Northern Trust Corp | 575,704 | $53.4M | 0.01% | +10,133+1.8% | Added |
| American Century Companies Inc | 572,932 | $53.1M | 0.04% | +89,205+18.4% | Added |
| Charles Schwab Investment Management Inc | 558,955 | $51.8M | 0.01% | +19,292+3.6% | Added |
| Wellington Management Group LLP | 546,973 | $50.7M | 0.01% | −164,102−23.1% | Reduced |
| Frontier Capital Management Co LLC | 538,489 | $49.9M | 0.50% | +65,179+13.8% | Added |
| Nuveen Asset Management, LLC | 532,684 | $49.4M | 0.02% | +37,359+7.5% | Added |
| First Trust Advisors LP | 519,553 | $48.2M | 0.05% | +69,124+15.3% | Added |
| GW&K Investment Management, LLC | 517,369 | $48.0M | 0.45% | −17,997−3.4% | Reduced |
| Fisher Asset Management, LLC | 502,287 | $46.6M | 0.02% | −137,799−21.5% | Reduced |
| Global Alpha Capital Management Ltd. | 478,793 | $44.4M | 3.57% | +42,200+9.7% | Added |
| FJ Capital Management LLC | 436,626 | $40.5M | 4.06% | +138,270+46.3% | Added |
| Kennedy Capital Management, Inc. | 403,458 | $37.4M | 0.82% | −27,981−6.5% | Reduced |
| William Blair Investment Management, LLC | 377,587 | $35.0M | 0.10% | −39,263−9.4% | Reduced |
| Kempen Capital Management N.V. | 369,931 | $34.3M | 0.48% | −137,065−27.0% | Reduced |
| Massachusetts Financial Services Co | 356,575 | $33.1M | 0.01% | +1600.0% | Added |
| Morgan Stanley | 349,047 | $32.4M | 0.00% | +32,057+10.1% | Added |
| Westfield Capital Management Co LP | 337,107 | $31.3M | 0.18% | +337,107 | New |
| Standard Life Aberdeen plc | 335,224 | $31.1M | 0.07% | −9,407−2.7% | Reduced |
| Granite Investment Partners, LLC | 329,134 | $30.5M | 1.19% | −12,776−3.7% | Reduced |
| Bank of America Corp | 322,156 | $29.9M | 0.00% | +58,067+22.0% | Added |
| FIL Ltd | 305,188 | $28.3M | 0.03% | +100,227+48.9% | Added |
| Lord, Abbett & Co. LLC | 301,702 | $28.0M | 0.10% | −63,897−17.5% | Reduced |
| Thrivent Financial for Lutherans | 274,549 | $25.5M | 0.06% | −19,403−6.6% | Reduced |
| Leeward Investments, LLC - MA | 273,287 | $25.3M | 1.19% | −1,931−0.7% | Reduced |
| Clearbridge Investments, LLC | 258,610 | $24.0M | 0.02% | +14,409+5.9% | Added |
| Stieven Capital Advisors, L.P. | 255,660 | $23.7M | 5.09% | +25,000+10.8% | Added |
| New York State Common Retirement Fund | 244,174 | $22.6M | 0.03% | −14,761−5.7% | Reduced |
| Rhumbline Advisers | 215,107 | $20.0M | 0.02% | −6,784−3.1% | Reduced |
| Loomis Sayles & Co L P | 204,229 | $18.9M | 0.03% | −30,382−12.9% | Reduced |
| Lazard Asset Management LLC | 191,296 | $17.7M | 0.02% | +105,181+122.1% | Added |
| Millennium Management LLC | 184,266 | $17.1M | 0.02% | −477,106−72.1% | Reduced |
| State of Wisconsin Investment Board | 172,358 | $16.0M | 0.05% | +18,992+12.4% | Added |
| Glenmede Trust Co NA | 170,359 | $15.8M | 0.08% | −5,481−3.1% | Reduced |
| Ameriprise Financial Inc | 168,704 | $15.6M | 0.00% | −23,308−12.1% | Reduced |
| Ceredex Value Advisors LLC | 158,900 | $14.7M | 0.26% | −20,500−11.4% | Reduced |
| Westwood Holdings Group Inc. | 158,565 | $14.7M | 0.12% | −20,732−11.6% | Reduced |
| Mairs & Power Inc | 151,765 | $14.1M | 0.15% | −13,592−8.2% | Reduced |
| Strategic Value Bank Partners LLC | 151,221 | $14.0M | 6.85% | 00.0% | Unchanged |
| Truist Financial Corp | 148,363 | $13.8M | 0.02% | −11,778−7.4% | Reduced |
| Raymond James & Associates | 138,125 | $12.8M | 0.01% | +6,799+5.2% | Added |
| Mesirow Institutional Investment Management, Inc. | 138,006 | $12.8M | 1.20% | +215+0.2% | Added |
| Royal Bank of Canada | 135,288 | $12.5M | 0.00% | +49,888+58.4% | Added |
| Barclays PLC | 128,221 | $11.9M | 0.01% | −19,109−13.0% | Reduced |
| Goldman Sachs Group Inc | 126,397 | $11.7M | 0.00% | −17,316−12.0% | Reduced |
| Envestnet Asset Management Inc | 126,251 | $11.7M | 0.00% | +7,213+6.1% | Added |
| California Public Employees Retirement System | 122,525 | $11.4M | 0.01% | −7,518−5.8% | Reduced |
| Swiss National Bank | 120,567 | $11.2M | 0.01% | −13,900−10.3% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 120,472 | $11.2M | 0.03% | −5,859−4.6% | Reduced |
| Walleye Capital LLC | 116,738 | $10.8M | 0.15% | +3,396+3.0% | Added |
| Weiss Multi-Strategy Advisers LLC | 111,510 | $10.3M | 0.26% | +50,293+82.2% | Added |
| Moody Aldrich Partners LLC | 105,012 | $9.74M | 1.75% | −10,574−9.1% | Reduced |
| Phocas Financial Corp. | 101,986 | $9.46M | 1.25% | +1,823+1.8% | Added |
| Mutual of America Capital Management LLC | 100,104 | $9.28M | 0.11% | +60,321+151.6% | Added |
| SEI Investments Co | 95,726 | $8.88M | 0.01% | −6,100−6.0% | Reduced |
| New York State Teachers Retirement System | 94,350 | $8.75M | 0.02% | +4,582+5.1% | Added |
| Congress Asset Management Co | 94,019 | $8.72M | 0.07% | −76−0.1% | Reduced |
| STRS Ohio | 91,583 | $8.49M | 0.04% | +16,983+22.8% | Added |
| Royce & Associates LP | 90,950 | $8.44M | 0.08% | −18,260−16.7% | Reduced |
| Zacks Investment Management | 90,486 | $8.39M | 0.10% | +428+0.5% | Added |
| Legal & General Group Plc | 89,130 | $8.27M | 0.00% | −1,431−1.6% | Reduced |
| Sapience Investments, LLC | 87,334 | $8.10M | 1.93% | −13,820−13.7% | Reduced |
| Rafferty Asset Management, LLC | 87,293 | $8.10M | 0.03% | +21,567+32.8% | Added |
| Peregrine Capital Management LLC | 87,244 | $8.09M | 0.24% | −28,754−24.8% | Reduced |
| UBS Asset Management Americas Inc | 86,415 | $8.01M | 0.00% | +3,191+3.8% | Added |
| American International Group, Inc. | 82,712 | $7.67M | 0.03% | −3,525−4.1% | Reduced |
| Interval Partners, LP | 81,413 | $7.55M | 0.33% | −33,832−29.4% | Reduced |
| Retirement Systems of Alabama | 76,696 | $7.11M | 0.03% | +265+0.3% | Added |
| Credit Suisse AG | 74,475 | $6.91M | 0.01% | +795+1.1% | Added |
| Allspring Global Investments Holdings, LLC | 73,913 | $6.86M | 0.01% | +70,601+2,131.7% | Added |
| Susquehanna Portfolio Strategies, LLC | 73,784 | $6.84M | 0.12% | +73,784 | New |
| Nicholas Investment Partners, LP | 72,287 | $6.70M | 0.78% | +72,287 | New |
| State Board of Administration of Florida Retirement System | 70,370 | $6.53M | 0.01% | +21,227+43.2% | Added |
| Maltese Capital Management LLC | 70,000 | $6.49M | 1.83% | +10,000+16.7% | Added |
| North Reef Capital Management LP | 70,000 | $6.49M | 0.38% | −619,287−89.8% | Reduced |
| Hotchkis & Wiley Capital Management LLC | 67,035 | $6.22M | 0.02% | −5,500−7.6% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 65,616 | $6.09M | 0.01% | −10,754−14.1% | Reduced |
| California State Teachers Retirement System | 64,668 | $6.00M | 0.01% | −2,985−4.4% | Reduced |
| Point72 Asset Management, L.P. | 63,412 | $5.88M | 0.02% | +63,412 | New |