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 |
|---|---|---|---|---|---|
| Engineers Gate Manager LP | 9,663 | $896.2K | 0.03% | +9,663 | New |
| LPL Financial LLC | 9,764 | $905.6K | 0.00% | −76−0.8% | Reduced |
| Oak Thistle LLC | 9,823 | $911.1K | 0.26% | +9,823 | New |
| Concurrent Investment Advisors, LLC | 10,152 | $941.6K | 0.04% | +10,152 | New |
| KBC Group NV | 10,866 | $1.01M | 0.00% | +532+5.1% | Added |
| Forum Financial Management, LP | 10,896 | $1.01M | 0.02% | +344+3.3% | Added |
| Quantinno Capital Management LP | 11,370 | $1.05M | 0.04% | +923+8.8% | Added |
| Emerald Mutual Fund Advisers Trust | 11,390 | $1.06M | 0.06% | 00.0% | Unchanged |
| Pathstone Holdings, LLC | 11,522 | $1.07M | 0.01% | +11,522 | New |
| Keybank National Association | 11,613 | $1.08M | 0.00% | −363−3.0% | Reduced |
| CIBC Private Wealth Group, LLC | 11,770 | $1.09M | 0.00% | −891−7.0% | Reduced |
| Panagora Asset Management Inc | 11,847 | $1.10M | 0.01% | +11,847 | New |
| New Mexico Educational Retirement Board | 12,400 | $1.15M | 0.04% | 00.0% | Unchanged |
| Chartwell Investment Partners, LLC | 12,434 | $1.15M | 0.04% | −1,681−11.9% | Reduced |
| HighTower Advisors, LLC | 12,622 | $1.17M | 0.00% | +512+4.2% | Added |
| Cornercap Investment Counsel Inc | 12,810 | $1.19M | 0.19% | +50.0% | Added |
| Handelsbanken Fonder AB | 12,823 | $1.19M | 0.01% | −400−3.0% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 13,512 | $1.25M | 0.01% | +1,116+9.0% | Added |
| Ameritas Investment Partners, Inc. | 13,521 | $1.25M | 0.05% | −207−1.5% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 13,624 | $1.26M | 0.03% | +48+0.4% | Added |
| Oppenheimer Asset Management Inc. | 13,648 | $1.27M | 0.02% | −72−0.5% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 13,786 | $1.28M | 0.00% | +1,061+8.3% | Added |
| Campbell & CO Investment Adviser LLC | 13,791 | $1.28M | 0.12% | +13,791 | New |
| Point72 Middle East FZE | 14,020 | $1.30M | 0.09% | +14,020 | New |
| BHZ Capital Management, LP | 14,589 | $1.35M | 1.27% | −10,991−43.0% | Reduced |
| State of Michigan Retirement System | 14,663 | $1.36M | 0.01% | 00.0% | Unchanged |
| Ensign Peak Advisors, Inc | 15,649 | $1.45M | 0.00% | +150+1.0% | Added |
| LSV Asset Management | 15,700 | $1.46M | 0.00% | 00.0% | Unchanged |
| Squarepoint Ops LLC | 16,387 | $1.52M | 0.01% | +8,253+101.5% | Added |
| Arizona State Retirement System | 17,111 | $1.59M | 0.01% | −312−1.8% | Reduced |
| Louisiana State Employees Retirement System | 17,200 | $1.60M | 0.03% | −100−0.6% | Reduced |
| Oregon Public Employees Retirement Fund | 17,303 | $1.60M | 0.03% | +100+0.6% | Added |
| Bank of Montreal | 17,064 | $1.61M | 0.00% | +189+1.1% | Added |
| Two Sigma Investments, LP | 17,400 | $1.61M | 0.00% | 00.0% | Unchanged |
| Access Investment Management LLC | 17,505 | $1.62M | 0.61% | +17,505 | New |
| SG Americas Securities, LLC | 17,771 | $1.65M | 0.02% | −17,532−49.7% | Reduced |
| Chicago Trust Co NA | 18,237 | $1.69M | 0.38% | −1,000−5.2% | Reduced |
| Dana Investment Advisors, Inc. | 18,774 | $1.74M | 0.08% | −574−3.0% | Reduced |
| AQR Capital Management LLC | 18,960 | $1.76M | 0.00% | −24,967−56.8% | Reduced |
| Vestor Capital, LLC | 18,973 | $1.76M | 0.17% | 00.0% | Unchanged |
| UBS Group AG | 19,512 | $1.81M | 0.00% | −12,698−39.4% | Reduced |
| Blair William & Co | 19,617 | $1.82M | 0.01% | +26+0.1% | Added |
| Teachers Retirement System of the State of Kentucky | 19,865 | $1.84M | 0.02% | −1,000−4.8% | Reduced |
| Point72 Hong Kong Ltd | 20,071 | $1.86M | 0.11% | +20,071 | New |
| Centiva Capital, LP | 20,507 | $1.90M | 0.12% | +17,151+511.1% | Added |
| Martingale Asset Management L P | 20,621 | $1.91M | 0.04% | +715+3.6% | Added |
| Brinker Capital Investments, LLC | 21,479 | $2.01M | 0.02% | −1,502−6.5% | Reduced |
| Orion Portfolio Solutions, LLC | 21,479 | $2.01M | 0.02% | −1,502−6.5% | Reduced |
| Edgestream Partners, L.P. | 21,844 | $2.03M | 0.15% | +21,844 | New |
| Twinbeech Capital LP | 24,754 | $2.30M | 0.04% | +24,754 | New |
| Public Employees Retirement System of Ohio | 26,211 | $2.43M | 0.01% | +708+2.8% | Added |
| Price T Rowe Associates Inc | 26,466 | $2.46M | 0.00% | +3,119+13.4% | Added |
| Treasurer of the State of North Carolina | 26,973 | $2.50M | 0.01% | +260+1.0% | Added |
| Hennessy Advisors Inc | 27,000 | $2.50M | 0.13% | −7,000−20.6% | Reduced |
| Teacher Retirement System of Texas | 27,458 | $2.55M | 0.02% | −730−2.6% | Reduced |
| United Fire Group Inc | 27,523 | $2.55M | 4.64% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 28,175 | $2.61M | 0.02% | +50.0% | Added |
| Yousif Capital Management, LLC | 28,450 | $2.64M | 0.03% | +67+0.2% | Added |
| Petiole USA ltd | 29,750 | $2.76M | 2.04% | 00.0% | Unchanged |
| State of New Jersey Common Pension Fund D | 30,129 | $2.79M | 0.01% | −2,133−6.6% | Reduced |
| US Bancorp | 30,804 | $2.86M | 0.00% | −4,579−12.9% | Reduced |
| Natixis Advisors, L.P. | 31,254 | $2.90M | 0.01% | +558+1.8% | Added |
| ExodusPoint Capital Management, LP | 31,367 | $2.91M | 0.04% | +31,367 | New |
| Schonfeld Strategic Advisors LLC | 31,794 | $2.95M | 0.02% | −156,824−83.1% | Reduced |
| Alberta Investment Management Corp | 32,113 | $2.98M | 0.03% | +12,165+61.0% | Added |
| Alaska Permanent Fund Corp | 32,172 | $2.98M | 0.05% | −1,028−3.1% | Reduced |
| Federation des caisses Desjardins du Quebec | 32,712 | $3.03M | 0.03% | −1,400−4.1% | Reduced |
| Wells Fargo & Company | 33,217 | $3.08M | 0.00% | +1,990+6.4% | Added |
| Ziegler Capital Management, LLC | 34,107 | $3.16M | 0.14% | −69,096−67.0% | Reduced |
| Johnson Investment Counsel Inc | 34,130 | $3.17M | 0.04% | 00.0% | Unchanged |
| Shaker Investments LLC | 34,144 | $3.17M | 1.48% | +90.0% | Added |
| Algert Global LLC | 34,507 | $3.20M | 0.13% | −22,726−39.7% | Reduced |
| MetLife Investment Management | 34,521 | $3.20M | 0.02% | −551−1.6% | Reduced |
| Oppenheimer & Co Inc | 37,319 | $3.46M | 0.06% | −884−2.3% | Reduced |
| EJF Capital LLC | 37,447 | $3.47M | 1.82% | +21,673+137.4% | Added |
| John W. Rosenthal Capital Management, Inc. | 37,618 | $3.49M | 3.99% | −1,705−4.3% | Reduced |
| Susquehanna International Group, LLP | 38,116 | $3.54M | 0.01% | −39,916−51.2% | Reduced |
| AXA S.A. | 39,497 | $3.66M | 0.01% | +39,497 | New |
| Clark Capital Management Group, Inc. | 41,078 | $3.81M | 0.03% | +13,266+47.7% | Added |
| Amalgamated Bank | 43,063 | $3.99M | 0.03% | +4,192+10.8% | Added |
| Stifel Financial Corp | 45,271 | $4.20M | 0.01% | −5,138−10.2% | Reduced |
| Qube Research & Technologies Ltd | 46,032 | $4.27M | 0.01% | +42,846+1,344.8% | Added |
| North Star Investment Management Corp. | 46,206 | $4.29M | 0.33% | +2,179+4.9% | Added |
| Prudential Financial Inc | 47,832 | $4.44M | 0.01% | −2,022−4.1% | Reduced |
| Great West Life Assurance Co | 48,706 | $4.50M | 0.01% | +768+1.6% | Added |
| Guggenheim Capital LLC | 49,894 | $4.63M | 0.04% | −2,435−4.7% | Reduced |
| Manufacturers Life Insurance Company, The | 50,776 | $4.71M | 0.00% | −1,542−2.9% | Reduced |
| Allianz Asset Management GmbH | 51,674 | $4.79M | 0.01% | +9,255+21.8% | Added |
| State of Tennessee, Treasury Department | 52,600 | $4.88M | 0.02% | −25,300−32.5% | Reduced |
| Texas Permanent School Fund | 52,876 | $4.90M | 0.04% | +912+1.8% | Added |
| Keeley-Teton Advisors, LLC | 56,140 | $5.21M | 0.67% | −3,912−6.5% | Reduced |
| Comerica Bank | 57,435 | $5.33M | 0.02% | +29,612+106.4% | Added |
| Voya Investment Management LLC | 57,773 | $5.36M | 0.01% | −5,620−8.9% | Reduced |
| Citigroup Inc | 58,076 | $5.39M | 0.01% | +21,979+60.9% | Added |
| Knights of Columbus Asset Advisors LLC | 58,682 | $5.44M | 0.35% | +28,521+94.6% | Added |
| Jane Street Group, LLC | 63,082 | $5.85M | 0.01% | −10,260−14.0% | Reduced |
| Point72 Asset Management, L.P. | 63,412 | $5.88M | 0.02% | +63,412 | New |
| California State Teachers Retirement System | 64,668 | $6.00M | 0.01% | −2,985−4.4% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 65,616 | $6.09M | 0.01% | −10,754−14.1% | Reduced |
| Hotchkis & Wiley Capital Management LLC | 67,035 | $6.22M | 0.02% | −5,500−7.6% | Reduced |