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 |
|---|---|---|---|---|---|
| Paragon Capital Management Ltd | 2,717 | $252.1K | 0.05% | −700−20.5% | Reduced |
| Old National Bancorp | 2,782 | $258.0K | 0.01% | −117−4.0% | Reduced |
| XTX Topco Ltd | 2,786 | $258.4K | 0.06% | −8,784−75.9% | Reduced |
| PDT Partners, LLC | 2,823 | $261.8K | 0.03% | +2,823 | New |
| Captrust Financial Advisors | 2,835 | $262.9K | 0.00% | +2,835 | New |
| Shelton Capital Management | 2,845 | $263.9K | 0.01% | −256−8.3% | Reduced |
| Van Strum & Towne Inc. | 2,870 | $266.2K | 0.10% | 00.0% | Unchanged |
| Bessemer Group Inc | 2,915 | $270.0K | 0.00% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 2,925 | $271.3K | 0.00% | −374−11.3% | Reduced |
| Wolverine Asset Management LLC | 2,966 | $275.1K | 0.00% | +2,966 | New |
| Vontobel Holding Ltd. | 2,996 | $277.9K | 0.00% | +2,996 | New |
| Cetera Investment Advisers | 3,023 | $280.4K | 0.00% | +3,023 | New |
| Trifecta Capital Advisors, LLC | 3,071 | $284.8K | 0.08% | 00.0% | Unchanged |
| MeadowBrook Investment Advisors LLC | 3,120 | $289.4K | 0.28% | +3,120 | New |
| Commerce Bank | 3,130 | $290.3K | 0.00% | −45−1.4% | Reduced |
| Quadrant Capital Group LLC | 3,164 | $293.5K | 0.03% | +863+37.5% | Added |
| Capstone Investment Advisors, LLC | 3,216 | $298.3K | 0.01% | +311+10.7% | Added |
| ProShare Advisors LLC | 3,221 | $298.7K | 0.00% | −85−2.6% | Reduced |
| Hamilton Capital Partners Inc. | 3,320 | $307.9K | 0.06% | +3,320 | New |
| Utah Retirement Systems | 3,400 | $315.4K | 0.00% | +100+3.0% | Added |
| Profund Advisors LLC | 3,430 | $318.1K | 0.01% | +102+3.1% | Added |
| Signaturefd, LLC | 3,479 | $322.7K | 0.01% | +451+14.9% | Added |
| Relative Value Partners Group, LLC | 3,534 | $327.8K | 0.02% | +20+0.6% | Added |
| Pearl River Capital, LLC | 3,536 | $328.0K | 0.05% | −1,941−35.4% | Reduced |
| Crossmark Global Holdings, Inc. | 3,632 | $337.0K | 0.01% | +33+0.9% | Added |
| Inceptionr LLC | 3,723 | $345.3K | 0.25% | +3,723 | New |
| Entropy Technologies, LP | 3,739 | $346.8K | 0.06% | +3,739 | New |
| Pekin Hardy Strauss, Inc. | 3,750 | $347.8K | 0.05% | 00.0% | Unchanged |
| Scientech Research LLC | 3,867 | $358.4K | 0.36% | +3,867 | New |
| Fox Run Management, L.L.C. | 3,901 | $361.8K | 0.09% | +3,901 | New |
| Jackson Creek Investment Advisors LLC | 3,961 | $367.0K | 0.14% | +3,961 | New |
| Shell Asset Management Co | 3,996 | $371.0K | 0.02% | −1,198−23.1% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 4,011 | $372.0K | 0.00% | +232+6.1% | Added |
| Cambridge Investment Research Advisors, Inc. | 4,091 | $379.0K | 0.00% | +98+2.5% | Added |
| Strategic Investment Solutions, Inc. | 4,129 | $383.0K | 0.07% | −255,998−98.4% | Reduced |
| CWM Advisors, LLC | 4,131 | $383.1K | 0.04% | +72+1.8% | Added |
| HighPoint Advisor Group LLC | 3,834 | $385.0K | 0.03% | +3,834 | New |
| Alps Advisors Inc | 4,179 | $387.6K | 0.00% | −281−6.3% | Reduced |
| MPS Loria Financial Planners, LLC | 4,181 | $387.8K | 0.14% | −2,162−34.1% | Reduced |
| MQS Management LLC | 4,194 | $389.0K | 0.22% | +4,194 | New |
| Western Pacific Wealth Management, LP | 4,215 | $390.9K | 0.29% | +3+0.1% | Added |
| Maryland State Retirement & Pension System | 4,350 | $403.5K | 0.01% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 4,374 | $405.7K | 0.01% | +670+18.1% | Added |
| Deutsche Bank AG | 4,407 | $408.8K | 0.00% | +214+5.1% | Added |
| Inspirion Wealth Advisors, LLC | 4,419 | $409.4K | 0.07% | 00.0% | Unchanged |
| Y-Intercept (Hong Kong) Ltd | 4,542 | $421.3K | 0.04% | +4,542 | New |
| Vestcor Inc | 4,561 | $423.0K | 0.01% | 00.0% | Unchanged |
| Mount Yale Investment Advisors, LLC | 4,597 | $426.4K | 0.04% | +455+11.0% | Added |
| Tower Research Capital LLC (TRC) | 4,653 | $431.6K | 0.01% | −6,047−56.5% | Reduced |
| Hancock Whitney Corp | 4,707 | $436.6K | 0.02% | +4,707 | New |
| Barr E S & Co | 4,800 | $445.2K | 0.03% | −300−5.9% | Reduced |
| Public Employees Retirement Association of Colorado | 4,843 | $449.0K | 0.00% | 00.0% | Unchanged |
| Strategic Wealth Designers | 5,003 | $464.0K | 0.07% | 00.0% | Unchanged |
| IHT Wealth Management, LLC | 5,023 | $465.9K | 0.02% | −18−0.4% | Reduced |
| Mach-1 Financial Group, Inc. | 5,077 | $470.9K | 0.18% | +5,077 | New |
| Gator Capital Management, LLC | 5,101 | $473.1K | 0.26% | 00.0% | Unchanged |
| Securian Asset Management, Inc | 5,184 | $480.8K | 0.01% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 5,250 | $486.9K | 0.00% | +15+0.3% | Added |
| Intrust Bank NA | 5,407 | $501.5K | 0.06% | +277+5.4% | Added |
| MML Investors Services, LLC | 5,418 | $503.0K | 0.00% | +680+14.4% | Added |
| Park Avenue Securities LLC | 5,622 | $521.0K | 0.01% | +203+3.7% | Added |
| Elequin Capital LP | 5,637 | $522.8K | 0.16% | +5,637 | New |
| Wealth Enhancement Advisory Services, LLC | 5,736 | $532.0K | 0.00% | +239+4.3% | Added |
| The PNC Financial Services Group, Inc. | 5,745 | $532.8K | 0.00% | +2,623+84.0% | Added |
| Alpha DNA Investment Management LLC | 5,760 | $534.2K | 0.32% | +5,760 | New |
| CI Private Wealth, LLC | 5,837 | $541.4K | 0.00% | +5,837 | New |
| JustInvest LLC | 5,868 | $544.2K | 0.01% | +3,073+109.9% | Added |
| Janney Montgomery Scott LLC | 6,104 | $566.0K | 0.00% | +614+11.2% | Added |
| Gsa Capital Partners LLP | 6,130 | $569.0K | 0.05% | +6,130 | New |
| Ethic Inc. | 6,162 | $571.5K | 0.02% | +6,162 | New |
| Telemus Capital, LLC | 6,270 | $581.5K | 0.05% | +795+14.5% | Added |
| CSS LLC | 6,284 | $582.8K | 0.05% | 00.0% | Unchanged |
| Duality Advisers, LP | 6,380 | $591.7K | 0.06% | +1,845+40.7% | Added |
| State of Alaska, Department of Revenue | 6,613 | $613.0K | 0.01% | −660−9.1% | Reduced |
| Pictet Asset Management Holding SA | 6,631 | $615.0K | 0.00% | −588−8.1% | Reduced |
| Versor Investments LP | 6,700 | $621.4K | 0.13% | +1,700+34.0% | Added |
| Pitcairn Co | 6,914 | $641.3K | 0.05% | +253+3.8% | Added |
| Xponance, Inc. | 7,265 | $673.8K | 0.01% | −34−0.5% | Reduced |
| Quadrature Capital Ltd | 7,351 | $681.3K | 0.01% | +7,351 | New |
| M&T Bank Corp | 7,399 | $686.0K | 0.00% | +720+10.8% | Added |
| Advisor Group Holdings, Inc. | 7,576 | $703.1K | 0.00% | −401−5.0% | Reduced |
| Two Sigma Advisers, LP | 8,000 | $742.0K | 0.00% | −6,200−43.7% | Reduced |
| Mariner, LLC | 8,002 | $742.5K | 0.00% | +98+1.2% | Added |
| Neuberger Berman Group LLC | 8,089 | $750.3K | 0.00% | +153+1.9% | Added |
| Cresset Asset Management, LLC | 8,320 | $771.7K | 0.00% | +202+2.5% | Added |
| Tredje AP-fonden | 8,460 | $784.7K | 0.01% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 8,523 | $790.5K | 0.00% | −1,927−18.4% | Reduced |
| United Capital Financial Advisers, LLC | 8,544 | $792.5K | 0.01% | +2,404+39.2% | Added |
| AE Wealth Management LLC | 8,167 | $811.1K | 0.00% | +8,167 | New |
| BNP Paribas Arbitrage, SA | 8,765 | $813.0K | 0.00% | −5,203−37.2% | Reduced |
| Commonwealth Equity Services, LLC | 9,072 | $841.0K | 0.00% | +62+0.7% | Added |
| Oliver Luxxe Assets LLC | 9,133 | $847.1K | 0.20% | +2,830+44.9% | Added |
| Skylands Capital, LLC | 9,200 | $853.3K | 0.13% | −10,200−52.6% | Reduced |
| Pacer Advisors, Inc. | 9,207 | $853.9K | 0.00% | +4,037+78.1% | Added |
| Comprehensive Financial Consultants Institutional, Inc. | 9,210 | $854.2K | 0.40% | +828+9.9% | Added |
| Legato Capital Management LLC | 9,325 | $864.9K | 0.11% | +9,325 | New |
| Jefferies Financial Group Inc. | 9,350 | $867.2K | 0.01% | +9,350 | New |
| Cetera Advisor Networks LLC | 9,423 | $874.0K | 0.00% | −262−2.7% | Reduced |
| Creative Planning | 9,444 | $876.0K | 0.00% | +3,254+52.6% | Added |
| Walleye Trading LLC | 9,523 | $883.3K | 0.01% | +4,546+91.3% | Added |