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, Q2 2024
Institutional positions in Wintrust Financial Corp as of Jun 30, 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
- 397
- +12 vs. Q1 2024
- Shares held
- 58.2M
- −324.5K (−0.6%) vs. Q1 2024
- Total value
- $5.73B
- −$372.6M (−6.1%) vs. Q1 2024
- New holders
- 39
- 157 more added
- Sold out
- 27
- 129 more reduced
3 institutions that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2024: 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, Q2 2024
Shares, value and share of portfolio for each institution holding Wintrust Financial Corp; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Atom Investors LP | 2,248 | $221.6K | 0.02% | +2,248 | New |
| Wintrust Investments LLC | 2,292 | $226.0K | 0.02% | 00.0% | Unchanged |
| Bessemer Group Inc | 2,302 | $227.0K | 0.00% | −613−21.0% | Reduced |
| Fairhaven Wealth Management, LLC | 2,380 | $234.6K | 0.08% | 00.0% | Unchanged |
| Journey Strategic Wealth LLC | 2,391 | $235.7K | 0.01% | +193+8.8% | Added |
| Fox Run Management, L.L.C. | 2,399 | $236.4K | 0.04% | +2,399 | New |
| Paulson Wealth Management Inc. | 2,422 | $238.7K | 0.07% | 00.0% | Unchanged |
| Regions Financial Corp | 2,591 | $255.4K | 0.00% | −40−1.5% | Reduced |
| Shelton Capital Management | 2,601 | $256.4K | 0.01% | −185−6.6% | Reduced |
| Old National Bancorp | 2,619 | $258.1K | 0.01% | +215+8.9% | Added |
| Greenleaf Trust | 2,673 | $263.5K | 0.00% | +29+1.1% | Added |
| XTX Topco Ltd | 2,691 | $265.2K | 0.02% | +2,691 | New |
| Chicago Capital, LLC | 2,724 | $268.5K | 0.01% | 00.0% | Unchanged |
| American Trust | 2,741 | $270.2K | 0.02% | +482+21.3% | Added |
| PDT Partners, LLC | 2,827 | $278.6K | 0.03% | +4+0.1% | Added |
| Hamilton Capital Partners Inc. | 2,834 | $279.3K | 0.03% | 00.0% | Unchanged |
| Van Strum & Towne Inc. | 2,870 | $282.9K | 0.10% | 00.0% | Unchanged |
| Profund Advisors LLC | 2,874 | $283.3K | 0.01% | −412−12.5% | Reduced |
| MeadowBrook Investment Advisors LLC | 2,880 | $283.9K | 0.27% | 00.0% | Unchanged |
| Menard Financial Group LLC | 2,888 | $284.7K | 0.20% | +689+31.3% | Added |
| ProShare Advisors LLC | 2,913 | $287.1K | 0.00% | −74−2.5% | Reduced |
| MQS Management LLC | 3,078 | $303.4K | 0.18% | −212−6.4% | Reduced |
| Rothschild Investment LLC | 3,083 | $303.9K | 0.02% | 00.0% | Unchanged |
| Commerce Bank | 3,138 | $309.3K | 0.00% | +8+0.3% | Added |
| Utah Retirement Systems | 3,200 | $315.4K | 0.00% | −200−5.9% | Reduced |
| Crossmark Global Holdings, Inc. | 3,221 | $318.0K | 0.01% | −585−15.4% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 3,280 | $323.0K | 0.00% | +325+11.0% | Added |
| O'Shaughnessy Asset Management, LLC | 3,285 | $323.8K | 0.00% | +64+2.0% | Added |
| Quadrant Capital Group LLC | 3,395 | $334.6K | 0.02% | −42−1.2% | Reduced |
| Inspirion Wealth Advisors, LLC | 3,429 | $338.0K | 0.05% | −1,000−22.6% | Reduced |
| Integrated Wealth Concepts LLC | 3,432 | $338.4K | 0.00% | 00.0% | Unchanged |
| Avantax Advisory Services, Inc. | 3,570 | $351.8K | 0.00% | +3,570 | New |
| CWM Advisors, LLC | 3,574 | $352.3K | 0.04% | +151+4.4% | Added |
| Alps Advisors Inc | 3,587 | $353.5K | 0.00% | −18−0.5% | Reduced |
| EP Wealth Advisors, LLC | 3,719 | $366.5K | 0.00% | +3,719 | New |
| Captrust Financial Advisors | 3,755 | $370.1K | 0.00% | +763+25.5% | Added |
| Alpha DNA Investment Management LLC | 3,883 | $382.7K | 0.22% | +845+27.8% | Added |
| Snowden Capital Advisors LLC | 3,894 | $383.8K | 0.01% | −64−1.6% | Reduced |
| Signaturefd, LLC | 3,941 | $388.4K | 0.01% | +301+8.3% | Added |
| MPS Loria Financial Planners, LLC | 4,012 | $395.5K | 0.13% | +15+0.4% | Added |
| SG Americas Securities, LLC | 4,013 | $396.0K | 0.00% | −2,778−40.9% | Reduced |
| The PNC Financial Services Group, Inc. | 4,172 | $411.2K | 0.00% | −928−18.2% | Reduced |
| Raymond James Trust N.A. | 4,176 | $411.6K | 0.01% | −94−2.2% | Reduced |
| Western Pacific Wealth Management, LP | 4,224 | $416.3K | 0.31% | +3+0.1% | Added |
| Oppenheimer & Co Inc | 4,247 | $418.6K | 0.01% | −629−12.9% | Reduced |
| HighPoint Advisor Group LLC | 3,823 | $419.0K | 0.03% | −36−0.9% | Reduced |
| Strategic Investment Solutions, Inc. | 5,629 | $426.7K | 0.14% | +5,629 | New |
| Maryland State Retirement & Pension System | 4,350 | $428.7K | 0.01% | 00.0% | Unchanged |
| Capstone Investment Advisors, LLC | 4,409 | $434.6K | 0.01% | −4,468−50.3% | Reduced |
| Intech Investment Management LLC | 4,528 | $446.3K | 0.01% | +4,528 | New |
| Vestcor Inc | 4,561 | $450.0K | 0.02% | 00.0% | Unchanged |
| JustInvest LLC | 4,666 | $459.2K | 0.01% | +552+13.4% | Added |
| Steward Partners Investment Advisory, LLC | 4,663 | $459.6K | 0.00% | +1,792+62.4% | Added |
| Barr E S & Co | 4,800 | $473.1K | 0.03% | 00.0% | Unchanged |
| Public Employees Retirement Association of Colorado | 4,843 | $477.0K | 0.00% | 00.0% | Unchanged |
| CI Private Wealth, LLC | 4,840 | $477.0K | 0.00% | +12+0.2% | Added |
| Securian Asset Management, Inc | 4,879 | $480.9K | 0.01% | −100−2.0% | Reduced |
| Resources Investment Advisors, LLC. | 4,975 | $490.3K | 0.01% | +4,975 | New |
| Simplicity Wealth,LLC | 5,000 | $492.8K | 0.01% | +5,000 | New |
| IHT Wealth Management, LLC | 5,018 | $494.6K | 0.02% | 00.0% | Unchanged |
| Gator Capital Management, LLC | 5,101 | $502.8K | 0.26% | 00.0% | Unchanged |
| Schaper Benz & Wise Investment Counsel Inc | 5,157 | $508.3K | 0.04% | 00.0% | Unchanged |
| Envestnet Portfolio Solutions, Inc. | 5,227 | $515.2K | 0.00% | +525+11.2% | Added |
| Susquehanna Portfolio Strategies, LLC | 5,235 | $516.0K | 0.02% | −64,840−92.5% | Reduced |
| Intrust Bank NA | 5,285 | $520.9K | 0.06% | +11+0.2% | Added |
| Sherbrooke Park Advisers LLC | 5,302 | $522.6K | 0.09% | +5,302 | New |
| Mount Yale Investment Advisors, LLC | 5,381 | $530.3K | 0.04% | −27−0.5% | Reduced |
| Pekin Hardy Strauss, Inc. | 5,750 | $566.7K | 0.08% | 00.0% | Unchanged |
| Navellier & Associates Inc | 5,753 | $567.0K | 0.07% | −170−2.9% | Reduced |
| Coldstream Capital Management Inc | 5,847 | $576.3K | 0.01% | +111+1.9% | Added |
| Forum Financial Management, LP | 5,899 | $581.4K | 0.01% | −4,997−45.9% | Reduced |
| Squarepoint Ops LLC | 6,021 | $593.4K | 0.00% | +6,021 | New |
| MML Investors Services, LLC | 6,095 | $601.0K | 0.00% | −324−5.0% | Reduced |
| Jane Street Group, LLC | 6,209 | $612.0K | 0.00% | −2,091−25.2% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 6,212 | $612.2K | 0.00% | −22−0.4% | Reduced |
| Algert Global LLC | 6,217 | $612.7K | 0.02% | +6,217 | New |
| Eqis Capital Management, Inc. | 6,257 | $616.7K | 0.05% | +44+0.7% | Added |
| Campbell & CO Investment Adviser LLC | 6,260 | $617.0K | 0.05% | +6,260 | New |
| CSS LLC | 6,284 | $619.4K | 0.05% | 00.0% | Unchanged |
| United Capital Financial Advisers, LLC | 6,520 | $642.6K | 0.01% | −2,148−24.8% | Reduced |
| State of Alaska, Department of Revenue | 6,613 | $651.0K | 0.01% | 00.0% | Unchanged |
| Xponance, Inc. | 6,614 | $651.9K | 0.01% | −662−9.1% | Reduced |
| Versor Investments LP | 6,700 | $660.4K | 0.12% | 00.0% | Unchanged |
| Park Avenue Securities LLC | 6,994 | $689.0K | 0.01% | +374+5.6% | Added |
| Ethic Inc. | 7,254 | $715.0K | 0.02% | +308+4.4% | Added |
| Pitcairn Co | 7,364 | $725.8K | 0.04% | +570+8.4% | Added |
| Schonfeld Strategic Advisors LLC | 7,476 | $736.8K | 0.01% | −105,157−93.4% | Reduced |
| Atria Investments LLC | 7,720 | $760.8K | 0.01% | +7,720 | New |
| Pearl River Capital, LLC | 7,778 | $766.6K | 0.12% | +7,778 | New |
| Qube Research & Technologies Ltd | 7,786 | $767.4K | 0.00% | −31,655−80.3% | Reduced |
| Neuberger Berman Group LLC | 7,819 | $770.6K | 0.00% | +158+2.1% | Added |
| Pictet Asset Management Holding SA | 8,178 | $806.0K | 0.00% | +520+6.8% | Added |
| Hunter Perkins Capital Management, LLC | 8,355 | $823.0K | 0.17% | +1,955+30.5% | Added |
| Tredje AP-fonden | 8,460 | $833.8K | 0.01% | 00.0% | Unchanged |
| Toroso Investments, LLC | 8,484 | $836.2K | 0.01% | +8,484 | New |
| Deutsche Bank AG | 8,930 | $880.1K | 0.00% | +334+3.9% | Added |
| Commonwealth Equity Services, LLC | 9,058 | $893.0K | 0.00% | +224+2.5% | Added |
| Skylands Capital, LLC | 9,100 | $896.9K | 0.13% | 00.0% | Unchanged |
| Pacer Advisors, Inc. | 9,258 | $912.5K | 0.00% | +50+0.5% | Added |
| Legato Capital Management LLC | 9,325 | $919.1K | 0.12% | 00.0% | Unchanged |