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 |
|---|---|---|---|---|---|
| AXA S.A. | 58,927 | $5.81M | 0.02% | +24,148+69.4% | Added |
| California State Teachers Retirement System | 60,293 | $5.94M | 0.01% | −946−1.5% | Reduced |
| AQR Capital Management LLC | 67,806 | $6.60M | 0.01% | +41,722+160.0% | Added |
| UBS Group AG | 67,992 | $6.70M | 0.00% | +27,537+68.1% | Added |
| Strategic Value Bank Partners LLC | 69,533 | $6.85M | 4.54% | 00.0% | Unchanged |
| Nicholas Investment Partners, LP | 73,250 | $7.22M | 0.75% | +714+1.0% | Added |
| Retirement Systems of Alabama | 76,220 | $7.51M | 0.03% | −676−0.9% | Reduced |
| Corebridge Financial, Inc. | 78,108 | $7.70M | 0.04% | +78,108 | New |
| Barclays PLC | 78,989 | $7.79M | 0.00% | −55,680−41.3% | Reduced |
| Citigroup Inc | 81,525 | $8.04M | 0.01% | +6,450+8.6% | Added |
| Peregrine Capital Management LLC | 82,018 | $8.08M | 0.24% | −282−0.3% | Reduced |
| FJ Capital Management LLC | 88,317 | $8.70M | 0.91% | −269,834−75.3% | Reduced |
| Congress Asset Management Co | 90,813 | $8.95M | 0.06% | −868−0.9% | Reduced |
| New York State Teachers Retirement System | 93,105 | $9.18M | 0.02% | −200−0.2% | Reduced |
| Royce & Associates LP | 95,654 | $9.43M | 0.09% | −17,499−15.5% | Reduced |
| Goldman Sachs Group Inc | 95,878 | $9.45M | 0.00% | +9,896+11.5% | Added |
| Mairs & Power Inc | 100,705 | $9.93M | 0.10% | −20,455−16.9% | Reduced |
| STRS Ohio | 103,532 | $10.2M | 0.04% | −3,199−3.0% | Reduced |
| Zacks Investment Management | 103,937 | $10.2M | 0.12% | +7,356+7.6% | Added |
| Mutual of America Capital Management LLC | 104,018 | $10.3M | 0.11% | −1,000−1.0% | Reduced |
| Mesirow Institutional Investment Management, Inc. | 111,092 | $10.9M | 0.96% | +1,266+1.2% | Added |
| Rafferty Asset Management, LLC | 112,284 | $11.1M | 0.04% | +26,774+31.3% | Added |
| Truist Financial Corp | 115,826 | $11.4M | 0.02% | −26,700−18.7% | Reduced |
| Moody Aldrich Partners LLC | 116,018 | $11.4M | 2.23% | +13,315+13.0% | Added |
| Ameriprise Financial Inc | 117,481 | $11.6M | 0.00% | −26,345−18.3% | Reduced |
| Legal & General Group Plc | 118,289 | $11.7M | 0.00% | +27,701+30.6% | Added |
| F/M Investments LLC | 120,237 | $11.9M | 0.43% | +120,237 | New |
| Swiss National Bank | 121,467 | $12.0M | 0.01% | +600+0.5% | Added |
| California Public Employees Retirement System | 128,440 | $12.7M | 0.01% | +7,256+6.0% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 131,115 | $12.9M | 0.03% | +3,548+2.8% | Added |
| Prudential Financial Inc | 131,690 | $13.0M | 0.02% | +91,691+229.2% | Added |
| Phocas Financial Corp. | 137,380 | $13.5M | 2.02% | +21,469+18.5% | Added |
| Ceredex Value Advisors LLC | 139,292 | $13.7M | 0.26% | +2,850+2.1% | Added |
| SEI Investments Co | 148,151 | $14.6M | 0.02% | +29,839+25.2% | Added |
| Hudson Bay Capital Management LP | 150,000 | $14.8M | 0.11% | 00.0% | Unchanged |
| UBS Asset Management Americas Inc | 150,243 | $14.8M | 0.00% | +63,159+72.5% | Added |
| Wells Fargo & Company | 153,689 | $15.1M | 0.00% | +6,784+4.6% | Added |
| State of Wisconsin Investment Board | 159,615 | $15.7M | 0.04% | +6,091+4.0% | Added |
| Royal Bank of Canada | 183,417 | $18.1M | 0.00% | −12,813−6.5% | Reduced |
| Glenmede Trust Co NA | 185,287 | $18.3M | 0.09% | +3,498+1.9% | Added |
| Westwood Holdings Group Inc. | 188,283 | $18.6M | 0.09% | +2,058+1.1% | Added |
| Allspring Global Investments Holdings, LLC | 188,586 | $18.6M | 0.03% | −1,830−1.0% | Reduced |
| Envestnet Asset Management Inc | 198,819 | $19.6M | 0.01% | +9,292+4.9% | Added |
| Rhumbline Advisers | 200,448 | $19.8M | 0.02% | −5,885−2.9% | Reduced |
| Loomis Sayles & Co L P | 202,498 | $20.0M | 0.03% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 206,576 | $20.4M | 0.03% | +15,209+7.9% | Added |
| Raymond James & Associates | 207,944 | $20.5M | 0.01% | +5,563+2.7% | Added |
| Westfield Capital Management Co LP | 208,584 | $20.6M | 0.10% | −105,353−33.6% | Reduced |
| Stieven Capital Advisors, L.P. | 213,060 | $21.0M | 4.65% | −3,000−1.4% | Reduced |
| Maltese Capital Management LLC | 217,500 | $21.4M | 3.96% | +22,500+11.5% | Added |
| Thrivent Financial for Lutherans | 228,861 | $22.6M | 0.05% | −9,221−3.9% | Reduced |
| Clearbridge Investments, LLC | 246,742 | $24.3M | 0.02% | +2,991+1.2% | Added |
| Wellington Management Group LLP | 248,152 | $24.5M | 0.00% | −193,166−43.8% | Reduced |
| Lord, Abbett & Co. LLC | 269,673 | $26.6M | 0.09% | −18,446−6.4% | Reduced |
| Millennium Management LLC | 273,051 | $26.9M | 0.02% | −117,467−30.1% | Reduced |
| Leeward Investments, LLC - MA | 276,710 | $27.3M | 1.25% | +14,679+5.6% | Added |
| Granite Investment Partners, LLC | 282,324 | $27.8M | 1.15% | −35,231−11.1% | Reduced |
| Standard Life Aberdeen plc | 313,897 | $30.9M | 0.06% | −13,184−4.0% | Reduced |
| FIL Ltd | 334,765 | $33.0M | 0.03% | −9,166−2.7% | Reduced |
| Kennedy Capital Management, Inc. | 352,332 | $34.7M | 0.74% | −10,634−2.9% | Reduced |
| Global Alpha Capital Management Ltd. | 355,053 | $35.0M | 2.55% | +11,800+3.4% | Added |
| New York State Common Retirement Fund | 372,787 | $36.7M | 0.05% | +28,262+8.2% | Added |
| Premier Fund Managers Ltd | 400,176 | $38.3M | 1.54% | 00.0% | Unchanged |
| Bank of America Corp | 415,086 | $40.9M | 0.00% | −10,603−2.5% | Reduced |
| Fisher Asset Management, LLC | 425,276 | $41.9M | 0.02% | −1,854−0.4% | Reduced |
| Massachusetts Financial Services Co | 443,076 | $43.7M | 0.01% | −5,116−1.1% | Reduced |
| Fiera Capital Corp | 443,284 | $43.7M | 0.14% | +4,985+1.1% | Added |
| Jennison Associates LLC | 447,438 | $44.1M | 0.03% | +71,638+19.1% | Added |
| GW&K Investment Management, LLC | 516,605 | $50.9M | 0.47% | +9,171+1.8% | Added |
| Nuveen Asset Management, LLC | 525,516 | $51.8M | 0.02% | +3,185+0.6% | Added |
| American Century Companies Inc | 526,660 | $51.9M | 0.03% | −2,791−0.5% | Reduced |
| Norges Bank | 530,358 | $52.3M | 0.01% | +39,785+8.1% | Added |
| Frontier Capital Management Co LLC | 530,396 | $52.3M | 0.52% | +1,285+0.2% | Added |
| Morgan Stanley | 558,552 | $55.1M | 0.00% | −602−0.1% | Reduced |
| Northern Trust Corp | 560,813 | $55.3M | 0.01% | +42,462+8.2% | Added |
| Boston Partners | 599,117 | $57.2M | 0.07% | −16,473−2.7% | Reduced |
| Charles Schwab Investment Management Inc | 589,282 | $58.1M | 0.01% | +9,018+1.6% | Added |
| Kempen Capital Management N.V. | 630,824 | $62.2M | 0.70% | +84,687+15.5% | Added |
| Bank of New York Mellon Corp | 673,637 | $66.4M | 0.01% | −4,758−0.7% | Reduced |
| First Trust Advisors LP | 734,029 | $72.3M | 0.07% | +109,710+17.6% | Added |
| Reinhart Partners, Inc. | 734,151 | $72.4M | 3.01% | +2,806+0.4% | Added |
| Janus Henderson Group PLC | 803,460 | $79.2M | 0.04% | −3,297−0.4% | Reduced |
| Federated Hermes, Inc. | 815,466 | $80.4M | 0.19% | +14,087+1.8% | Added |
| Channing Capital Management, LLC | 816,515 | $80.5M | 2.21% | +132,037+19.3% | Added |
| Alliancebernstein L.P. | 1,011,889 | $99.7M | 0.03% | −35,248−3.4% | Reduced |
| Geode Capital Management, LLC | 1,062,731 | $104.8M | 0.01% | +23,775+2.3% | Added |
| Fuller & Thaler Asset Management, Inc. | 1,143,765 | $112.7M | 0.48% | −76,547−6.3% | Reduced |
| Invesco Ltd. | 1,160,038 | $114.3M | 0.02% | +86,601+8.1% | Added |
| Principal Financial Group Inc | 1,174,943 | $115.8M | 0.07% | −155,320−11.7% | Reduced |
| JPMorgan Chase & Co | 1,413,596 | $139.3M | 0.01% | −99,872−6.6% | Reduced |
| Victory Capital Management Inc | 1,646,136 | $162.2M | 0.16% | −114,734−6.5% | Reduced |
| Capital International Investors | 1,786,629 | $176.1M | 0.04% | +148,544+9.1% | Added |
| State Street Corp | 2,500,837 | $246.5M | 0.01% | −55,171−2.2% | Reduced |
| Dimensional Fund Advisors LP | 3,017,295 | $297.4M | 0.08% | +146,090+5.1% | Added |
| FMR LLC | 4,516,927 | $445.2M | 0.03% | +166,702+3.8% | Added |
| BlackRock Inc. | 5,717,001 | $563.5M | 0.01% | +18,146+0.3% | Added |
| Vanguard Group Inc | 6,477,840 | $638.5M | 0.01% | +25,087+0.4% | Added |
| William Blair Investment Management, LLC | 0 | $0 | 0.00% | −272,197−100.0% | Sold out |
| American International Group, Inc. | 0 | $0 | 0.00% | −81,055−100.0% | Sold out |
| Texas Permanent School Fund | 0 | $0 | 0.00% | −53,593−100.0% | Sold out |