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 |
|---|---|---|---|---|---|
| Tredje AP-fonden | 8,460 | $883.1K | 0.01% | 00.0% | Unchanged |
| Jane Street Group, LLC | 8,300 | $866.4K | 0.00% | −54,782−86.8% | Reduced |
| Janney Montgomery Scott LLC | 7,920 | $827.0K | 0.00% | +1,816+29.8% | Added |
| Y-Intercept (Hong Kong) Ltd | 7,811 | $815.4K | 0.06% | +3,269+72.0% | Added |
| Neuberger Berman Group LLC | 7,661 | $799.7K | 0.00% | −428−5.3% | Reduced |
| Pictet Asset Management Holding SA | 7,658 | $799.4K | 0.00% | +1,027+15.5% | Added |
| Xponance, Inc. | 7,276 | $759.5K | 0.01% | +11+0.2% | Added |
| Ethic Inc. | 6,946 | $725.1K | 0.02% | +784+12.7% | Added |
| Pitcairn Co | 6,794 | $709.2K | 0.05% | −120−1.7% | Reduced |
| SG Americas Securities, LLC | 6,791 | $709.0K | 0.00% | −10,980−61.8% | Reduced |
| Versor Investments LP | 6,700 | $699.4K | 0.14% | 00.0% | Unchanged |
| Park Avenue Securities LLC | 6,620 | $691.0K | 0.01% | +998+17.8% | Added |
| State of Alaska, Department of Revenue | 6,613 | $690.0K | 0.01% | 00.0% | Unchanged |
| MML Investors Services, LLC | 6,419 | $670.0K | 0.00% | +1,001+18.5% | Added |
| Hunter Perkins Capital Management, LLC | 6,400 | $668.0K | 0.14% | +6,400 | New |
| CSS LLC | 6,284 | $656.0K | 0.05% | 00.0% | Unchanged |
| Wealth Enhancement Advisory Services, LLC | 6,234 | $650.8K | 0.00% | +498+8.7% | Added |
| Eqis Capital Management, Inc. | 6,213 | $648.6K | 0.05% | +6,213 | New |
| Centiva Capital, LP | 6,077 | $634.4K | 0.04% | −14,430−70.4% | Reduced |
| Navellier & Associates Inc | 5,923 | $618.3K | 0.08% | +5,923 | New |
| Pekin Hardy Strauss, Inc. | 5,750 | $600.2K | 0.08% | +2,000+53.3% | Added |
| Coldstream Capital Management Inc | 5,736 | $598.8K | 0.02% | +1,362+31.1% | Added |
| Gsa Capital Partners LLP | 5,672 | $592.0K | 0.05% | −458−7.5% | Reduced |
| Northwestern Mutual Wealth Management Co | 5,559 | $580.2K | 0.00% | +309+5.9% | Added |
| Mount Yale Investment Advisors, LLC | 5,408 | $564.5K | 0.04% | +811+17.6% | Added |
| Intrust Bank NA | 5,274 | $550.6K | 0.06% | −133−2.5% | Reduced |
| Schaper Benz & Wise Investment Counsel Inc | 5,157 | $538.3K | 0.04% | +5,157 | New |
| Gator Capital Management, LLC | 5,101 | $532.5K | 0.28% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 5,100 | $532.4K | 0.00% | −645−11.2% | Reduced |
| IHT Wealth Management, LLC | 5,018 | $523.8K | 0.02% | −5−0.1% | Reduced |
| Securian Asset Management, Inc | 4,979 | $519.8K | 0.02% | −205−4.0% | Reduced |
| Oppenheimer & Co Inc | 4,876 | $509.0K | 0.01% | −32,443−86.9% | Reduced |
| Public Employees Retirement Association of Colorado | 4,843 | $506.0K | 0.00% | 00.0% | Unchanged |
| CI Private Wealth, LLC | 4,828 | $504.0K | 0.00% | −1,009−17.3% | Reduced |
| Barr E S & Co | 4,800 | $501.1K | 0.03% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 4,768 | $497.7K | 0.00% | −3,997−45.6% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 4,702 | $490.8K | 0.00% | +691+17.2% | Added |
| Vestcor Inc | 4,561 | $476.0K | 0.02% | 00.0% | Unchanged |
| Inspirion Wealth Advisors, LLC | 4,429 | $462.3K | 0.08% | +10+0.2% | Added |
| Raymond James Trust N.A. | 4,270 | $445.8K | 0.01% | +1,557+57.4% | Added |
| Western Pacific Wealth Management, LP | 4,221 | $440.6K | 0.32% | +6+0.1% | Added |
| JustInvest LLC | 4,114 | $429.4K | 0.01% | −1,754−29.9% | Reduced |
| MPS Loria Financial Planners, LLC | 3,997 | $417.3K | 0.14% | −184−4.4% | Reduced |
| Snowden Capital Advisors LLC | 3,958 | $413.2K | 0.01% | +3,958 | New |
| Maryland State Retirement & Pension System | 4,350 | $413.0K | 0.01% | 00.0% | Unchanged |
| Jackson Creek Investment Advisors LLC | 3,871 | $404.0K | 0.14% | −90−2.3% | Reduced |
| Walleye Capital LLC | 3,835 | $400.3K | 0.00% | −112,903−96.7% | Reduced |
| Crossmark Global Holdings, Inc. | 3,806 | $397.0K | 0.01% | +174+4.8% | Added |
| Burns Matteson Capital Management, LLC | 3,803 | $397.0K | 0.26% | +3,803 | New |
| HighPoint Advisor Group LLC | 3,859 | $392.0K | 0.03% | +25+0.7% | Added |
| Tower Research Capital LLC (TRC) | 3,655 | $381.5K | 0.01% | −998−21.4% | Reduced |
| Signaturefd, LLC | 3,640 | $380.0K | 0.01% | +161+4.6% | Added |
| Alps Advisors Inc | 3,605 | $376.3K | 0.00% | −574−13.7% | Reduced |
| Entropy Technologies, LP | 3,576 | $373.3K | 0.04% | −163−4.4% | Reduced |
| Quadrant Capital Group LLC | 3,437 | $358.8K | 0.03% | +273+8.6% | Added |
| Integrated Wealth Concepts LLC | 3,432 | $358.3K | 0.01% | +3,432 | New |
| Shell Asset Management Co | 3,630 | $358.0K | 0.02% | −366−9.2% | Reduced |
| CWM Advisors, LLC | 3,423 | $357.3K | 0.04% | −708−17.1% | Reduced |
| Utah Retirement Systems | 3,400 | $354.9K | 0.00% | 00.0% | Unchanged |
| MQS Management LLC | 3,290 | $343.4K | 0.20% | −904−21.6% | Reduced |
| Profund Advisors LLC | 3,286 | $343.0K | 0.01% | −144−4.2% | Reduced |
| O'Shaughnessy Asset Management, LLC | 3,221 | $336.2K | 0.00% | +296+10.1% | Added |
| Commerce Bank | 3,130 | $326.7K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 3,083 | $321.8K | 0.02% | +2,206+251.5% | Added |
| Alpha DNA Investment Management LLC | 3,038 | $317.1K | 0.17% | −2,722−47.3% | Reduced |
| Bailard, Inc. | 3,000 | $313.2K | 0.01% | +3,000 | New |
| Captrust Financial Advisors | 2,992 | $312.3K | 0.00% | +157+5.5% | Added |
| ProShare Advisors LLC | 2,987 | $311.8K | 0.00% | −234−7.3% | Reduced |
| SageView Advisory Group, LLC | 2,600 | $311.0K | 0.02% | +2,600 | New |
| Cambridge Investment Research Advisors, Inc. | 2,955 | $309.0K | 0.00% | −1,136−27.8% | Reduced |
| Bessemer Group Inc | 2,915 | $304.0K | 0.00% | 00.0% | Unchanged |
| MeadowBrook Investment Advisors LLC | 2,880 | $300.6K | 0.28% | −240−7.7% | Reduced |
| Steward Partners Investment Advisory, LLC | 2,871 | $299.7K | 0.00% | +1,669+138.9% | Added |
| Van Strum & Towne Inc. | 2,870 | $299.6K | 0.11% | 00.0% | Unchanged |
| Hamilton Capital Partners Inc. | 2,834 | $295.8K | 0.04% | −486−14.6% | Reduced |
| PDT Partners, LLC | 2,823 | $294.7K | 0.03% | 00.0% | Unchanged |
| Shelton Capital Management | 2,786 | $290.8K | 0.01% | −59−2.1% | Reduced |
| Paragon Capital Management Ltd | 2,728 | $284.8K | 0.05% | +11+0.4% | Added |
| Chicago Capital, LLC | 2,724 | $284.4K | 0.01% | +2,724 | New |
| Greenleaf Trust | 2,644 | $276.0K | 0.00% | −15−0.6% | Reduced |
| Regions Financial Corp | 2,631 | $274.6K | 0.00% | +19+0.7% | Added |
| Paulson Wealth Management Inc. | 2,422 | $252.8K | 0.07% | 00.0% | Unchanged |
| Old National Bancorp | 2,404 | $251.0K | 0.01% | −378−13.6% | Reduced |
| Arcataur Capital Management LLC | 2,400 | $250.5K | 0.09% | 00.0% | Unchanged |
| Fairhaven Wealth Management, LLC | 2,380 | $248.4K | 0.09% | 00.0% | Unchanged |
| Wintrust Investments LLC | 2,292 | $239.0K | 0.02% | 00.0% | Unchanged |
| American Trust | 2,259 | $235.8K | 0.02% | −20−0.9% | Reduced |
| Menard Financial Group LLC | 2,199 | $229.6K | 0.19% | +2,199 | New |
| Gitterman Wealth Management, LLC | 2,200 | $229.5K | 0.09% | +2,200 | New |
| Journey Strategic Wealth LLC | 2,198 | $229.4K | 0.01% | 00.0% | Unchanged |
| PEAK6 Investments LLC | 2,174 | $226.9K | 0.01% | +2,174 | New |
| Chicago Wealth Management, Inc. | 2,161 | $225.6K | 0.13% | 00.0% | Unchanged |
| Pensionmark Financial Group, LLC | 2,123 | $221.6K | 0.03% | +2,123 | New |
| Relative Value Partners Group, LLC | 2,284 | $221.5K | 0.01% | −1,250−35.4% | Reduced |
| Perfromance Wealth Partners, LLC | 9,000 | $210.2K | 0.01% | +9,000 | New |
| HSBC Holdings PLC | 1,998 | $208.6K | 0.00% | +1,998 | New |
| Flynn Zito Capital Management, LLC | 1,951 | $203.7K | 0.11% | +1,951 | New |
| Smartleaf Asset Management LLC | 1,660 | $173.8K | 0.03% | +1,660 | New |
| TD Private Client Wealth LLC | 1,607 | $167.8K | 0.01% | +459+40.0% | Added |
| TSFG, LLC | 1,560 | $163.0K | 0.04% | 00.0% | Unchanged |