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, Q1 2024
Institutional positions in Wintrust Financial Corp as of Mar 31, 2024. 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
- 388
- −3 vs. Q4 2023
- Shares held
- 58.7M
- +610.2K (+1.1%) vs. Q4 2023
- Total value
- $6.12B
- +$734.5M (+13.6%) vs. Q4 2023
- New holders
- 47
- 139 more added
- Sold out
- 50
- 144 more reduced
5 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding Wintrust Financial Corp; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Menard Financial Group LLC | 2,199 | $229.6K | 0.19% | +2,199 | New |
| American Trust | 2,259 | $235.8K | 0.02% | −20−0.9% | Reduced |
| Wintrust Investments LLC | 2,292 | $239.0K | 0.02% | 00.0% | Unchanged |
| Fairhaven Wealth Management, LLC | 2,380 | $248.4K | 0.09% | 00.0% | Unchanged |
| Arcataur Capital Management LLC | 2,400 | $250.5K | 0.09% | 00.0% | Unchanged |
| Old National Bancorp | 2,404 | $251.0K | 0.01% | −378−13.6% | Reduced |
| Paulson Wealth Management Inc. | 2,422 | $252.8K | 0.07% | 00.0% | Unchanged |
| Regions Financial Corp | 2,631 | $274.6K | 0.00% | +19+0.7% | Added |
| Greenleaf Trust | 2,644 | $276.0K | 0.00% | −15−0.6% | Reduced |
| Chicago Capital, LLC | 2,724 | $284.4K | 0.01% | +2,724 | New |
| Paragon Capital Management Ltd | 2,728 | $284.8K | 0.05% | +11+0.4% | Added |
| Shelton Capital Management | 2,786 | $290.8K | 0.01% | −59−2.1% | Reduced |
| PDT Partners, LLC | 2,823 | $294.7K | 0.03% | 00.0% | Unchanged |
| Hamilton Capital Partners Inc. | 2,834 | $295.8K | 0.04% | −486−14.6% | Reduced |
| Van Strum & Towne Inc. | 2,870 | $299.6K | 0.11% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 2,871 | $299.7K | 0.00% | +1,669+138.9% | Added |
| MeadowBrook Investment Advisors LLC | 2,880 | $300.6K | 0.28% | −240−7.7% | Reduced |
| Bessemer Group Inc | 2,915 | $304.0K | 0.00% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 2,955 | $309.0K | 0.00% | −1,136−27.8% | Reduced |
| SageView Advisory Group, LLC | 2,600 | $311.0K | 0.02% | +2,600 | New |
| ProShare Advisors LLC | 2,987 | $311.8K | 0.00% | −234−7.3% | Reduced |
| Captrust Financial Advisors | 2,992 | $312.3K | 0.00% | +157+5.5% | Added |
| Bailard, Inc. | 3,000 | $313.2K | 0.01% | +3,000 | New |
| Alpha DNA Investment Management LLC | 3,038 | $317.1K | 0.17% | −2,722−47.3% | Reduced |
| Rothschild Investment LLC | 3,083 | $321.8K | 0.02% | +2,206+251.5% | Added |
| Commerce Bank | 3,130 | $326.7K | 0.00% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 3,221 | $336.2K | 0.00% | +296+10.1% | Added |
| Profund Advisors LLC | 3,286 | $343.0K | 0.01% | −144−4.2% | Reduced |
| MQS Management LLC | 3,290 | $343.4K | 0.20% | −904−21.6% | Reduced |
| Utah Retirement Systems | 3,400 | $354.9K | 0.00% | 00.0% | Unchanged |
| CWM Advisors, LLC | 3,423 | $357.3K | 0.04% | −708−17.1% | Reduced |
| Shell Asset Management Co | 3,630 | $358.0K | 0.02% | −366−9.2% | Reduced |
| Integrated Wealth Concepts LLC | 3,432 | $358.3K | 0.01% | +3,432 | New |
| Quadrant Capital Group LLC | 3,437 | $358.8K | 0.03% | +273+8.6% | Added |
| Entropy Technologies, LP | 3,576 | $373.3K | 0.04% | −163−4.4% | Reduced |
| Alps Advisors Inc | 3,605 | $376.3K | 0.00% | −574−13.7% | Reduced |
| Signaturefd, LLC | 3,640 | $380.0K | 0.01% | +161+4.6% | Added |
| Tower Research Capital LLC (TRC) | 3,655 | $381.5K | 0.01% | −998−21.4% | Reduced |
| HighPoint Advisor Group LLC | 3,859 | $392.0K | 0.03% | +25+0.7% | Added |
| Burns Matteson Capital Management, LLC | 3,803 | $397.0K | 0.26% | +3,803 | New |
| Crossmark Global Holdings, Inc. | 3,806 | $397.0K | 0.01% | +174+4.8% | Added |
| Walleye Capital LLC | 3,835 | $400.3K | 0.00% | −112,903−96.7% | Reduced |
| Jackson Creek Investment Advisors LLC | 3,871 | $404.0K | 0.14% | −90−2.3% | Reduced |
| Maryland State Retirement & Pension System | 4,350 | $413.0K | 0.01% | 00.0% | Unchanged |
| Snowden Capital Advisors LLC | 3,958 | $413.2K | 0.01% | +3,958 | New |
| MPS Loria Financial Planners, LLC | 3,997 | $417.3K | 0.14% | −184−4.4% | Reduced |
| JustInvest LLC | 4,114 | $429.4K | 0.01% | −1,754−29.9% | Reduced |
| Western Pacific Wealth Management, LP | 4,221 | $440.6K | 0.32% | +6+0.1% | Added |
| Raymond James Trust N.A. | 4,270 | $445.8K | 0.01% | +1,557+57.4% | Added |
| Inspirion Wealth Advisors, LLC | 4,429 | $462.3K | 0.08% | +10+0.2% | Added |
| Vestcor Inc | 4,561 | $476.0K | 0.02% | 00.0% | Unchanged |
| Envestnet Portfolio Solutions, Inc. | 4,702 | $490.8K | 0.00% | +691+17.2% | Added |
| BNP Paribas Arbitrage, SA | 4,768 | $497.7K | 0.00% | −3,997−45.6% | Reduced |
| Barr E S & Co | 4,800 | $501.1K | 0.03% | 00.0% | Unchanged |
| CI Private Wealth, LLC | 4,828 | $504.0K | 0.00% | −1,009−17.3% | Reduced |
| Public Employees Retirement Association of Colorado | 4,843 | $506.0K | 0.00% | 00.0% | Unchanged |
| Oppenheimer & Co Inc | 4,876 | $509.0K | 0.01% | −32,443−86.9% | Reduced |
| Securian Asset Management, Inc | 4,979 | $519.8K | 0.02% | −205−4.0% | Reduced |
| IHT Wealth Management, LLC | 5,018 | $523.8K | 0.02% | −5−0.1% | Reduced |
| The PNC Financial Services Group, Inc. | 5,100 | $532.4K | 0.00% | −645−11.2% | Reduced |
| Gator Capital Management, LLC | 5,101 | $532.5K | 0.28% | 00.0% | Unchanged |
| Schaper Benz & Wise Investment Counsel Inc | 5,157 | $538.3K | 0.04% | +5,157 | New |
| Intrust Bank NA | 5,274 | $550.6K | 0.06% | −133−2.5% | Reduced |
| Mount Yale Investment Advisors, LLC | 5,408 | $564.5K | 0.04% | +811+17.6% | Added |
| Northwestern Mutual Wealth Management Co | 5,559 | $580.2K | 0.00% | +309+5.9% | Added |
| Gsa Capital Partners LLP | 5,672 | $592.0K | 0.05% | −458−7.5% | Reduced |
| Coldstream Capital Management Inc | 5,736 | $598.8K | 0.02% | +1,362+31.1% | Added |
| Pekin Hardy Strauss, Inc. | 5,750 | $600.2K | 0.08% | +2,000+53.3% | Added |
| Navellier & Associates Inc | 5,923 | $618.3K | 0.08% | +5,923 | New |
| Centiva Capital, LP | 6,077 | $634.4K | 0.04% | −14,430−70.4% | Reduced |
| Eqis Capital Management, Inc. | 6,213 | $648.6K | 0.05% | +6,213 | New |
| Wealth Enhancement Advisory Services, LLC | 6,234 | $650.8K | 0.00% | +498+8.7% | Added |
| CSS LLC | 6,284 | $656.0K | 0.05% | 00.0% | Unchanged |
| Hunter Perkins Capital Management, LLC | 6,400 | $668.0K | 0.14% | +6,400 | New |
| MML Investors Services, LLC | 6,419 | $670.0K | 0.00% | +1,001+18.5% | Added |
| State of Alaska, Department of Revenue | 6,613 | $690.0K | 0.01% | 00.0% | Unchanged |
| Park Avenue Securities LLC | 6,620 | $691.0K | 0.01% | +998+17.8% | Added |
| Versor Investments LP | 6,700 | $699.4K | 0.14% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 6,791 | $709.0K | 0.00% | −10,980−61.8% | Reduced |
| Pitcairn Co | 6,794 | $709.2K | 0.05% | −120−1.7% | Reduced |
| Ethic Inc. | 6,946 | $725.1K | 0.02% | +784+12.7% | Added |
| Xponance, Inc. | 7,276 | $759.5K | 0.01% | +11+0.2% | Added |
| Pictet Asset Management Holding SA | 7,658 | $799.4K | 0.00% | +1,027+15.5% | Added |
| Neuberger Berman Group LLC | 7,661 | $799.7K | 0.00% | −428−5.3% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 7,811 | $815.4K | 0.06% | +3,269+72.0% | Added |
| Janney Montgomery Scott LLC | 7,920 | $827.0K | 0.00% | +1,816+29.8% | Added |
| Jane Street Group, LLC | 8,300 | $866.4K | 0.00% | −54,782−86.8% | Reduced |
| Tredje AP-fonden | 8,460 | $883.1K | 0.01% | 00.0% | Unchanged |
| CBOE Vest Financial, LLC | 8,494 | $886.7K | 0.02% | +5,946+233.4% | Added |
| Deutsche Bank AG | 8,596 | $897.3K | 0.00% | +4,189+95.1% | Added |
| United Capital Financial Advisers, LLC | 8,668 | $904.9K | 0.01% | +124+1.5% | Added |
| Commonwealth Equity Services, LLC | 8,834 | $922.0K | 0.00% | −238−2.6% | Reduced |
| Capstone Investment Advisors, LLC | 8,877 | $926.7K | 0.02% | +5,661+176.0% | Added |
| Skylands Capital, LLC | 9,100 | $949.9K | 0.13% | −100−1.1% | Reduced |
| Russell Investments Group, Ltd. | 9,174 | $957.7K | 0.00% | +651+7.6% | Added |
| Pacer Advisors, Inc. | 9,208 | $961.2K | 0.00% | +10.0% | Added |
| Oliver Luxxe Assets LLC | 9,290 | $969.8K | 0.20% | +157+1.7% | Added |
| Legato Capital Management LLC | 9,325 | $973.4K | 0.12% | 00.0% | Unchanged |
| Comprehensive Financial Consultants Institutional, Inc. | 9,698 | $1.01M | 0.42% | +488+5.3% | Added |
| Creative Planning | 9,766 | $1.02M | 0.00% | +322+3.4% | Added |