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 |
|---|---|---|---|---|---|
| Legato Capital Management LLC | 9,325 | $864.9K | 0.11% | +9,325 | New |
| Comprehensive Financial Consultants Institutional, Inc. | 9,210 | $854.2K | 0.40% | +828+9.9% | Added |
| Pacer Advisors, Inc. | 9,207 | $853.9K | 0.00% | +4,037+78.1% | Added |
| Skylands Capital, LLC | 9,200 | $853.3K | 0.13% | −10,200−52.6% | Reduced |
| Oliver Luxxe Assets LLC | 9,133 | $847.1K | 0.20% | +2,830+44.9% | Added |
| Commonwealth Equity Services, LLC | 9,072 | $841.0K | 0.00% | +62+0.7% | Added |
| BNP Paribas Arbitrage, SA | 8,765 | $813.0K | 0.00% | −5,203−37.2% | Reduced |
| AE Wealth Management LLC | 8,167 | $811.1K | 0.00% | +8,167 | New |
| United Capital Financial Advisers, LLC | 8,544 | $792.5K | 0.01% | +2,404+39.2% | Added |
| Russell Investments Group, Ltd. | 8,523 | $790.5K | 0.00% | −1,927−18.4% | Reduced |
| Tredje AP-fonden | 8,460 | $784.7K | 0.01% | 00.0% | Unchanged |
| Cresset Asset Management, LLC | 8,320 | $771.7K | 0.00% | +202+2.5% | Added |
| Neuberger Berman Group LLC | 8,089 | $750.3K | 0.00% | +153+1.9% | Added |
| Mariner, LLC | 8,002 | $742.5K | 0.00% | +98+1.2% | Added |
| Two Sigma Advisers, LP | 8,000 | $742.0K | 0.00% | −6,200−43.7% | Reduced |
| Advisor Group Holdings, Inc. | 7,576 | $703.1K | 0.00% | −401−5.0% | Reduced |
| M&T Bank Corp | 7,399 | $686.0K | 0.00% | +720+10.8% | Added |
| Quadrature Capital Ltd | 7,351 | $681.3K | 0.01% | +7,351 | New |
| Xponance, Inc. | 7,265 | $673.8K | 0.01% | −34−0.5% | Reduced |
| Pitcairn Co | 6,914 | $641.3K | 0.05% | +253+3.8% | Added |
| Versor Investments LP | 6,700 | $621.4K | 0.13% | +1,700+34.0% | Added |
| Pictet Asset Management Holding SA | 6,631 | $615.0K | 0.00% | −588−8.1% | Reduced |
| State of Alaska, Department of Revenue | 6,613 | $613.0K | 0.01% | −660−9.1% | Reduced |
| Duality Advisers, LP | 6,380 | $591.7K | 0.06% | +1,845+40.7% | Added |
| CSS LLC | 6,284 | $582.8K | 0.05% | 00.0% | Unchanged |
| Telemus Capital, LLC | 6,270 | $581.5K | 0.05% | +795+14.5% | Added |
| Ethic Inc. | 6,162 | $571.5K | 0.02% | +6,162 | New |
| Gsa Capital Partners LLP | 6,130 | $569.0K | 0.05% | +6,130 | New |
| Janney Montgomery Scott LLC | 6,104 | $566.0K | 0.00% | +614+11.2% | Added |
| JustInvest LLC | 5,868 | $544.2K | 0.01% | +3,073+109.9% | Added |
| CI Private Wealth, LLC | 5,837 | $541.4K | 0.00% | +5,837 | New |
| Alpha DNA Investment Management LLC | 5,760 | $534.2K | 0.32% | +5,760 | New |
| The PNC Financial Services Group, Inc. | 5,745 | $532.8K | 0.00% | +2,623+84.0% | Added |
| Wealth Enhancement Advisory Services, LLC | 5,736 | $532.0K | 0.00% | +239+4.3% | Added |
| Elequin Capital LP | 5,637 | $522.8K | 0.16% | +5,637 | New |
| Park Avenue Securities LLC | 5,622 | $521.0K | 0.01% | +203+3.7% | Added |
| MML Investors Services, LLC | 5,418 | $503.0K | 0.00% | +680+14.4% | Added |
| Intrust Bank NA | 5,407 | $501.5K | 0.06% | +277+5.4% | Added |
| Northwestern Mutual Wealth Management Co | 5,250 | $486.9K | 0.00% | +15+0.3% | Added |
| Securian Asset Management, Inc | 5,184 | $480.8K | 0.01% | 00.0% | Unchanged |
| Gator Capital Management, LLC | 5,101 | $473.1K | 0.26% | 00.0% | Unchanged |
| Mach-1 Financial Group, Inc. | 5,077 | $470.9K | 0.18% | +5,077 | New |
| IHT Wealth Management, LLC | 5,023 | $465.9K | 0.02% | −18−0.4% | Reduced |
| Strategic Wealth Designers | 5,003 | $464.0K | 0.07% | 00.0% | Unchanged |
| Public Employees Retirement Association of Colorado | 4,843 | $449.0K | 0.00% | 00.0% | Unchanged |
| Barr E S & Co | 4,800 | $445.2K | 0.03% | −300−5.9% | Reduced |
| Hancock Whitney Corp | 4,707 | $436.6K | 0.02% | +4,707 | New |
| Tower Research Capital LLC (TRC) | 4,653 | $431.6K | 0.01% | −6,047−56.5% | Reduced |
| Mount Yale Investment Advisors, LLC | 4,597 | $426.4K | 0.04% | +455+11.0% | Added |
| Vestcor Inc | 4,561 | $423.0K | 0.01% | 00.0% | Unchanged |
| Y-Intercept (Hong Kong) Ltd | 4,542 | $421.3K | 0.04% | +4,542 | New |
| Inspirion Wealth Advisors, LLC | 4,419 | $409.4K | 0.07% | 00.0% | Unchanged |
| Deutsche Bank AG | 4,407 | $408.8K | 0.00% | +214+5.1% | Added |
| Coldstream Capital Management Inc | 4,374 | $405.7K | 0.01% | +670+18.1% | Added |
| Maryland State Retirement & Pension System | 4,350 | $403.5K | 0.01% | 00.0% | Unchanged |
| Western Pacific Wealth Management, LP | 4,215 | $390.9K | 0.29% | +3+0.1% | Added |
| MQS Management LLC | 4,194 | $389.0K | 0.22% | +4,194 | New |
| MPS Loria Financial Planners, LLC | 4,181 | $387.8K | 0.14% | −2,162−34.1% | Reduced |
| Alps Advisors Inc | 4,179 | $387.6K | 0.00% | −281−6.3% | Reduced |
| HighPoint Advisor Group LLC | 3,834 | $385.0K | 0.03% | +3,834 | New |
| CWM Advisors, LLC | 4,131 | $383.1K | 0.04% | +72+1.8% | Added |
| Strategic Investment Solutions, Inc. | 4,129 | $383.0K | 0.07% | −255,998−98.4% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 4,091 | $379.0K | 0.00% | +98+2.5% | Added |
| Envestnet Portfolio Solutions, Inc. | 4,011 | $372.0K | 0.00% | +232+6.1% | Added |
| Shell Asset Management Co | 3,996 | $371.0K | 0.02% | −1,198−23.1% | Reduced |
| Jackson Creek Investment Advisors LLC | 3,961 | $367.0K | 0.14% | +3,961 | New |
| Fox Run Management, L.L.C. | 3,901 | $361.8K | 0.09% | +3,901 | New |
| Scientech Research LLC | 3,867 | $358.4K | 0.36% | +3,867 | New |
| Pekin Hardy Strauss, Inc. | 3,750 | $347.8K | 0.05% | 00.0% | Unchanged |
| Entropy Technologies, LP | 3,739 | $346.8K | 0.06% | +3,739 | New |
| Inceptionr LLC | 3,723 | $345.3K | 0.25% | +3,723 | New |
| Crossmark Global Holdings, Inc. | 3,632 | $337.0K | 0.01% | +33+0.9% | Added |
| Pearl River Capital, LLC | 3,536 | $328.0K | 0.05% | −1,941−35.4% | Reduced |
| Relative Value Partners Group, LLC | 3,534 | $327.8K | 0.02% | +20+0.6% | Added |
| Signaturefd, LLC | 3,479 | $322.7K | 0.01% | +451+14.9% | Added |
| Profund Advisors LLC | 3,430 | $318.1K | 0.01% | +102+3.1% | Added |
| Utah Retirement Systems | 3,400 | $315.4K | 0.00% | +100+3.0% | Added |
| Hamilton Capital Partners Inc. | 3,320 | $307.9K | 0.06% | +3,320 | New |
| ProShare Advisors LLC | 3,221 | $298.7K | 0.00% | −85−2.6% | Reduced |
| Capstone Investment Advisors, LLC | 3,216 | $298.3K | 0.01% | +311+10.7% | Added |
| Quadrant Capital Group LLC | 3,164 | $293.5K | 0.03% | +863+37.5% | Added |
| Commerce Bank | 3,130 | $290.3K | 0.00% | −45−1.4% | Reduced |
| MeadowBrook Investment Advisors LLC | 3,120 | $289.4K | 0.28% | +3,120 | New |
| Trifecta Capital Advisors, LLC | 3,071 | $284.8K | 0.08% | 00.0% | Unchanged |
| Cetera Investment Advisers | 3,023 | $280.4K | 0.00% | +3,023 | New |
| Vontobel Holding Ltd. | 2,996 | $277.9K | 0.00% | +2,996 | New |
| Wolverine Asset Management LLC | 2,966 | $275.1K | 0.00% | +2,966 | New |
| O'Shaughnessy Asset Management, LLC | 2,925 | $271.3K | 0.00% | −374−11.3% | Reduced |
| Bessemer Group Inc | 2,915 | $270.0K | 0.00% | 00.0% | Unchanged |
| Van Strum & Towne Inc. | 2,870 | $266.2K | 0.10% | 00.0% | Unchanged |
| Shelton Capital Management | 2,845 | $263.9K | 0.01% | −256−8.3% | Reduced |
| Captrust Financial Advisors | 2,835 | $262.9K | 0.00% | +2,835 | New |
| PDT Partners, LLC | 2,823 | $261.8K | 0.03% | +2,823 | New |
| XTX Topco Ltd | 2,786 | $258.4K | 0.06% | −8,784−75.9% | Reduced |
| Old National Bancorp | 2,782 | $258.0K | 0.01% | −117−4.0% | Reduced |
| Paragon Capital Management Ltd | 2,717 | $252.1K | 0.05% | −700−20.5% | Reduced |
| Raymond James Trust N.A. | 2,713 | $251.6K | 0.01% | −210−7.2% | Reduced |
| Boothbay Fund Management, LLC | 2,686 | $249.1K | 0.01% | +2,686 | New |
| Greenleaf Trust | 2,659 | $246.6K | 0.00% | +2,659 | New |
| Cerity Partners LLC | 2,638 | $244.7K | 0.00% | +2,638 | New |