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 |
|---|---|---|---|---|---|
| North Reef Capital Management LP | 70,000 | $6.49M | 0.38% | −619,287−89.8% | Reduced |
| Maltese Capital Management LLC | 70,000 | $6.49M | 1.83% | +10,000+16.7% | Added |
| State Board of Administration of Florida Retirement System | 70,370 | $6.53M | 0.01% | +21,227+43.2% | Added |
| Nicholas Investment Partners, LP | 72,287 | $6.70M | 0.78% | +72,287 | New |
| Susquehanna Portfolio Strategies, LLC | 73,784 | $6.84M | 0.12% | +73,784 | New |
| Allspring Global Investments Holdings, LLC | 73,913 | $6.86M | 0.01% | +70,601+2,131.7% | Added |
| Credit Suisse AG | 74,475 | $6.91M | 0.01% | +795+1.1% | Added |
| Retirement Systems of Alabama | 76,696 | $7.11M | 0.03% | +265+0.3% | Added |
| Interval Partners, LP | 81,413 | $7.55M | 0.33% | −33,832−29.4% | Reduced |
| American International Group, Inc. | 82,712 | $7.67M | 0.03% | −3,525−4.1% | Reduced |
| UBS Asset Management Americas Inc | 86,415 | $8.01M | 0.00% | +3,191+3.8% | Added |
| Peregrine Capital Management LLC | 87,244 | $8.09M | 0.24% | −28,754−24.8% | Reduced |
| Rafferty Asset Management, LLC | 87,293 | $8.10M | 0.03% | +21,567+32.8% | Added |
| Sapience Investments, LLC | 87,334 | $8.10M | 1.93% | −13,820−13.7% | Reduced |
| Legal & General Group Plc | 89,130 | $8.27M | 0.00% | −1,431−1.6% | Reduced |
| Zacks Investment Management | 90,486 | $8.39M | 0.10% | +428+0.5% | Added |
| Royce & Associates LP | 90,950 | $8.44M | 0.08% | −18,260−16.7% | Reduced |
| STRS Ohio | 91,583 | $8.49M | 0.04% | +16,983+22.8% | Added |
| Congress Asset Management Co | 94,019 | $8.72M | 0.07% | −76−0.1% | Reduced |
| New York State Teachers Retirement System | 94,350 | $8.75M | 0.02% | +4,582+5.1% | Added |
| SEI Investments Co | 95,726 | $8.88M | 0.01% | −6,100−6.0% | Reduced |
| Mutual of America Capital Management LLC | 100,104 | $9.28M | 0.11% | +60,321+151.6% | Added |
| Phocas Financial Corp. | 101,986 | $9.46M | 1.25% | +1,823+1.8% | Added |
| Moody Aldrich Partners LLC | 105,012 | $9.74M | 1.75% | −10,574−9.1% | Reduced |
| Weiss Multi-Strategy Advisers LLC | 111,510 | $10.3M | 0.26% | +50,293+82.2% | Added |
| Walleye Capital LLC | 116,738 | $10.8M | 0.15% | +3,396+3.0% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 120,472 | $11.2M | 0.03% | −5,859−4.6% | Reduced |
| Swiss National Bank | 120,567 | $11.2M | 0.01% | −13,900−10.3% | Reduced |
| California Public Employees Retirement System | 122,525 | $11.4M | 0.01% | −7,518−5.8% | Reduced |
| Envestnet Asset Management Inc | 126,251 | $11.7M | 0.00% | +7,213+6.1% | Added |
| Goldman Sachs Group Inc | 126,397 | $11.7M | 0.00% | −17,316−12.0% | Reduced |
| Barclays PLC | 128,221 | $11.9M | 0.01% | −19,109−13.0% | Reduced |
| Royal Bank of Canada | 135,288 | $12.5M | 0.00% | +49,888+58.4% | Added |
| Mesirow Institutional Investment Management, Inc. | 138,006 | $12.8M | 1.20% | +215+0.2% | Added |
| Raymond James & Associates | 138,125 | $12.8M | 0.01% | +6,799+5.2% | Added |
| Truist Financial Corp | 148,363 | $13.8M | 0.02% | −11,778−7.4% | Reduced |
| Strategic Value Bank Partners LLC | 151,221 | $14.0M | 6.85% | 00.0% | Unchanged |
| Mairs & Power Inc | 151,765 | $14.1M | 0.15% | −13,592−8.2% | Reduced |
| Westwood Holdings Group Inc. | 158,565 | $14.7M | 0.12% | −20,732−11.6% | Reduced |
| Ceredex Value Advisors LLC | 158,900 | $14.7M | 0.26% | −20,500−11.4% | Reduced |
| Ameriprise Financial Inc | 168,704 | $15.6M | 0.00% | −23,308−12.1% | Reduced |
| Glenmede Trust Co NA | 170,359 | $15.8M | 0.08% | −5,481−3.1% | Reduced |
| State of Wisconsin Investment Board | 172,358 | $16.0M | 0.05% | +18,992+12.4% | Added |
| Millennium Management LLC | 184,266 | $17.1M | 0.02% | −477,106−72.1% | Reduced |
| Lazard Asset Management LLC | 191,296 | $17.7M | 0.02% | +105,181+122.1% | Added |
| Loomis Sayles & Co L P | 204,229 | $18.9M | 0.03% | −30,382−12.9% | Reduced |
| Rhumbline Advisers | 215,107 | $20.0M | 0.02% | −6,784−3.1% | Reduced |
| New York State Common Retirement Fund | 244,174 | $22.6M | 0.03% | −14,761−5.7% | Reduced |
| Stieven Capital Advisors, L.P. | 255,660 | $23.7M | 5.09% | +25,000+10.8% | Added |
| Clearbridge Investments, LLC | 258,610 | $24.0M | 0.02% | +14,409+5.9% | Added |
| Leeward Investments, LLC - MA | 273,287 | $25.3M | 1.19% | −1,931−0.7% | Reduced |
| Thrivent Financial for Lutherans | 274,549 | $25.5M | 0.06% | −19,403−6.6% | Reduced |
| Lord, Abbett & Co. LLC | 301,702 | $28.0M | 0.10% | −63,897−17.5% | Reduced |
| FIL Ltd | 305,188 | $28.3M | 0.03% | +100,227+48.9% | Added |
| Bank of America Corp | 322,156 | $29.9M | 0.00% | +58,067+22.0% | Added |
| Granite Investment Partners, LLC | 329,134 | $30.5M | 1.19% | −12,776−3.7% | Reduced |
| Standard Life Aberdeen plc | 335,224 | $31.1M | 0.07% | −9,407−2.7% | Reduced |
| Westfield Capital Management Co LP | 337,107 | $31.3M | 0.18% | +337,107 | New |
| Morgan Stanley | 349,047 | $32.4M | 0.00% | +32,057+10.1% | Added |
| Massachusetts Financial Services Co | 356,575 | $33.1M | 0.01% | +1600.0% | Added |
| Kempen Capital Management N.V. | 369,931 | $34.3M | 0.48% | −137,065−27.0% | Reduced |
| William Blair Investment Management, LLC | 377,587 | $35.0M | 0.10% | −39,263−9.4% | Reduced |
| Kennedy Capital Management, Inc. | 403,458 | $37.4M | 0.82% | −27,981−6.5% | Reduced |
| FJ Capital Management LLC | 436,626 | $40.5M | 4.06% | +138,270+46.3% | Added |
| Global Alpha Capital Management Ltd. | 478,793 | $44.4M | 3.57% | +42,200+9.7% | Added |
| Fisher Asset Management, LLC | 502,287 | $46.6M | 0.02% | −137,799−21.5% | Reduced |
| GW&K Investment Management, LLC | 517,369 | $48.0M | 0.45% | −17,997−3.4% | Reduced |
| First Trust Advisors LP | 519,553 | $48.2M | 0.05% | +69,124+15.3% | Added |
| Nuveen Asset Management, LLC | 532,684 | $49.4M | 0.02% | +37,359+7.5% | Added |
| Frontier Capital Management Co LLC | 538,489 | $49.9M | 0.50% | +65,179+13.8% | Added |
| Wellington Management Group LLP | 546,973 | $50.7M | 0.01% | −164,102−23.1% | Reduced |
| Charles Schwab Investment Management Inc | 558,955 | $51.8M | 0.01% | +19,292+3.6% | Added |
| American Century Companies Inc | 572,932 | $53.1M | 0.04% | +89,205+18.4% | Added |
| Northern Trust Corp | 575,704 | $53.4M | 0.01% | +10,133+1.8% | Added |
| Jennison Associates LLC | 596,632 | $55.3M | 0.04% | +301,528+102.2% | Added |
| Boston Partners | 627,113 | $58.8M | 0.08% | −16,937−2.6% | Reduced |
| Premier Fund Managers Ltd | 636,176 | $59.8M | 2.58% | 00.0% | Unchanged |
| Norges Bank | 667,366 | $61.9M | 0.01% | −4,946−0.7% | Reduced |
| Bank of New York Mellon Corp | 707,970 | $65.7M | 0.01% | +66,533+10.4% | Added |
| Reinhart Partners, Inc. | 716,105 | $66.4M | 2.92% | +63,899+9.8% | Added |
| Channing Capital Management, LLC | 754,025 | $69.9M | 2.06% | −86,484−10.3% | Reduced |
| Federated Hermes, Inc. | 788,615 | $73.1M | 0.18% | +11,969+1.5% | Added |
| Janus Henderson Group PLC | 812,280 | $75.3M | 0.04% | +500,697+160.7% | Added |
| Principal Financial Group Inc | 860,623 | $79.8M | 0.05% | +497,065+136.7% | Added |
| Invesco Ltd. | 953,537 | $88.4M | 0.02% | +237,284+33.1% | Added |
| Geode Capital Management, LLC | 994,525 | $92.3M | 0.01% | +30,623+3.2% | Added |
| Alliancebernstein L.P. | 1,047,788 | $97.2M | 0.04% | −96,069−8.4% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 1,241,684 | $115.2M | 0.58% | +69,442+5.9% | Added |
| Capital International Investors | 1,566,003 | $145.2M | 0.03% | +693,452+79.5% | Added |
| JPMorgan Chase & Co | 1,642,277 | $152.3M | 0.02% | −190,900−10.4% | Reduced |
| Victory Capital Management Inc | 1,843,679 | $171.0M | 0.18% | +79,672+4.5% | Added |
| State Street Corp | 2,622,341 | $243.2M | 0.01% | +94,029+3.7% | Added |
| Dimensional Fund Advisors LP | 2,866,032 | $265.8M | 0.08% | +80,526+2.9% | Added |
| FMR LLC | 4,298,290 | $398.7M | 0.03% | −353,091−7.6% | Reduced |
| BlackRock Inc. | 5,803,360 | $538.3M | 0.01% | +11,387+0.2% | Added |
| Vanguard Group Inc | 6,208,585 | $575.8M | 0.01% | +7,976+0.1% | Added |
| St Germain D J Co Inc | 0 | $0 | 0.00% | −260−100.0% | Sold out |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −318,025−100.0% | Sold out |
| Holocene Advisors, LP | 0 | $0 | 0.00% | −55,827−100.0% | Sold out |
| RMB Capital Management, LLC | 0 | $0 | 0.00% | −26,200−100.0% | Sold out |