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, Q3 2024
Institutional positions in Wintrust Financial Corp as of Sep 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
- 419
- +23 vs. Q2 2024
- Shares held
- 60.9M
- +8.47M (+16.1%) vs. Q2 2024
- Total value
- $6.61B
- +$1.44B (+28.0%) vs. Q2 2024
- New holders
- 61
- 186 more added
- Sold out
- 38
- 115 more reduced
1 institution that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2024
Shares, value and share of portfolio for each institution holding Wintrust Financial Corp; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| TFC Financial Management | 1 | $109 | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 1 | $109 | 0.00% | 00.0% | Unchanged |
| Mendota Financial Group, LLC | 1 | $109 | 0.00% | +1 | New |
| Country Trust Bank | 2 | $217 | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 3 | $314 | 0.00% | +3 | New |
| Claris Advisors, LLC | 4 | $434 | 0.00% | +4 | New |
| Riverview Trust Co | 9 | $977 | 0.00% | +9 | New |
| Fortitude Family Office, LLC | 9 | $977 | 0.00% | +9 | New |
| Hantz Financial Services, Inc. | 12 | $1.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 15 | $1.00K | 0.00% | −5−25.0% | Reduced |
| Concord Wealth Partners | 12 | $1.30K | 0.00% | +12 | New |
| Capital Performance Advisors LLP | 12 | $1.30K | 0.00% | +12 | New |
| DiNuzzo Private Wealth, Inc. | 13 | $1.41K | 0.00% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 13 | $1.41K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 15 | $1.63K | 0.00% | +15 | New |
| Larson Financial Group LLC | 16 | $1.74K | 0.00% | +16 | New |
| Park Place Capital Corp | 17 | $1.84K | 0.00% | 00.0% | Unchanged |
| Horizon Investments, LLC | 18 | $1.95K | 0.00% | +7+63.6% | Added |
| SJS Investment Consulting Inc. | 18 | $1.95K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 20 | $2.17K | 0.00% | +20 | New |
| Creekmur Asset Management LLC | 20 | $2.17K | 0.00% | +20 | New |
| Glen Eagle Advisors, LLC | 22 | $2.40K | 0.00% | +13+144.4% | Added |
| Pineridge Advisors LLC | 23 | $2.50K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 24 | $2.60K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 25 | $2.71K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 25 | $2.73K | 0.00% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 326 | $3.00K | 0.00% | +326 | New |
| Hemington Wealth Management | 31 | $3.00K | 0.00% | +31 | New |
| Rosenberg Matthew Hamilton | 31 | $3.36K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 34 | $4.45K | 0.00% | +12+54.5% | Added |
| Wolff Wiese Magana LLC | 48 | $5.21K | 0.00% | +48 | New |
| JFS Wealth Advisors, LLC | 50 | $5.43K | 0.00% | +2+4.2% | Added |
| Sound Income Strategies, LLC | 57 | $6.15K | 0.00% | +1+1.8% | Added |
| CoreCap Advisors, LLC | 58 | $6.29K | 0.00% | +27+87.1% | Added |
| REAP Financial Group, LLC | 60 | $6.46K | 0.00% | −2−3.2% | Reduced |
| Ashton Thomas Securities, LLC | 65 | $7.05K | 0.00% | +65 | New |
| Jones Financial Companies LLLP | 67 | $7.14K | 0.00% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 68 | $7.38K | 0.00% | +68 | New |
| Creative Financial Designs Inc | 69 | $7.49K | 0.00% | −22−24.2% | Reduced |
| Private Wealth Management Group, LLC | 71 | $7.71K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 73 | $7.92K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 75 | $8.14K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 86 | $9.33K | 0.00% | +86 | New |
| Eagle Bay Advisors LLC | 87 | $9.44K | 0.00% | −3−3.3% | Reduced |
| Aster Capital Management (DIFC) Ltd | 93 | $10.1K | 0.00% | +93 | New |
| Massmutual Trust Co FSB | 104 | $11.3K | 0.00% | +13+14.3% | Added |
| Bell Investment Advisors, Inc | 104 | $11.3K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 114 | $12.4K | 0.00% | −4−3.4% | Reduced |
| Richardson Financial Services Inc. | 128 | $12.6K | 0.01% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 128 | $13.9K | 0.00% | +128 | New |
| Gilliland Jeter Wealth Management LLC | 132 | $14.3K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 135 | $14.7K | 0.00% | +35+35.0% | Added |
| Key Financial Inc | 139 | $15.1K | 0.00% | 00.0% | Unchanged |
| Gen-Wealth Partners Inc | 148 | $17.4K | 0.01% | +148 | New |
| Capital Advisors, Ltd. LLC | 167 | $18.0K | 0.00% | 00.0% | Unchanged |
| Planning Capital Management Corp | 169 | $18.3K | 0.01% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 169 | $18.3K | 0.00% | +169 | New |
| NBC Securities, Inc. | 209 | $22.0K | 0.00% | 00.0% | Unchanged |
| Barrow Hanley Mewhinney & Strauss LLC | 203 | $22.0K | 0.00% | +203 | New |
| Rise Advisors, LLC | 203 | $22.1K | 0.01% | +1+0.5% | Added |
| Global Retirement Partners, LLC | 230 | $24.9K | 0.00% | −147−39.0% | Reduced |
| Proequities, Inc. | 247 | $26.8K | 0.00% | −13−5.0% | Reduced |
| Raleigh Capital Management Inc. | 263 | $28.6K | 0.01% | −17−6.1% | Reduced |
| Private Trust Co NA | 265 | $28.8K | 0.00% | −13−4.7% | Reduced |
| Clearstead Advisors, LLC | 289 | $31.4K | 0.00% | +10+3.6% | Added |
| Allworth Financial LP | 307 | $33.3K | 0.00% | +21+7.3% | Added |
| Harbour Investments, Inc. | 311 | $33.7K | 0.00% | +1+0.3% | Added |
| Fifth Third Bancorp | 314 | $34.1K | 0.00% | +59+23.1% | Added |
| Quent Capital, LLC | 325 | $34.9K | 0.00% | −83−20.3% | Reduced |
| Whittier Trust Co | 346 | $37.6K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 371 | $40.3K | 0.00% | −1−0.3% | Reduced |
| Smartleaf Asset Management LLC | 396 | $42.2K | 0.01% | +357+915.4% | Added |
| Versant Capital Management, Inc | 408 | $44.3K | 0.01% | +112+37.8% | Added |
| Acadian Asset Management LLC | 433 | $46.0K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 451 | $49.0K | 0.00% | +85+23.2% | Added |
| Lindbrook Capital, LLC | 463 | $50.2K | 0.00% | +8+1.8% | Added |
| SRS Capital Advisors, Inc. | 486 | $52.8K | 0.00% | +115+31.0% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 510 | $55.4K | 0.00% | +1+0.2% | Added |
| Umb Bank N A | 512 | $55.6K | 0.00% | +196+62.0% | Added |
| Nomura Asset Management Co Ltd | 520 | $56.4K | 0.00% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 532 | $57.7K | 0.00% | +532 | New |
| First Horizon Advisors, Inc. | 546 | $59.4K | 0.00% | +31+6.0% | Added |
| Wintrust Investments LLC | 559 | $60.0K | 0.04% | −1,733−75.6% | Reduced |
| Skopos Labs, Inc. | 566 | $61.4K | 0.02% | +566 | New |
| Stephenson National Bank & Trust | 645 | $70.0K | 0.02% | 00.0% | Unchanged |
| Covestor Ltd | 653 | $71.0K | 0.04% | +286+77.9% | Added |
| MeadowBrook Investment Advisors LLC | 2,800 | $71.1K | 0.06% | −80−2.8% | Reduced |
| Principal Securities, Inc. | 685 | $74.3K | 0.00% | −97−12.4% | Reduced |
| Headlands Technologies LLC | 771 | $83.7K | 0.01% | +771 | New |
| Danske Bank A/S | 800 | $86.8K | 0.00% | −8,576−91.5% | Reduced |
| Ci Investments Inc. | 798 | $87.0K | 0.00% | +108+15.7% | Added |
| Trust Co of Vermont | 851 | $92.4K | 0.00% | +76+9.8% | Added |
| Whittier Trust Co of Nevada Inc | 879 | $95.4K | 0.00% | +13+1.5% | Added |
| GAMMA Investing LLC | 1,014 | $110.0K | 0.01% | +196+24.0% | Added |
| DHJJ Financial Advisors, Ltd. | 1,033 | $112.1K | 0.04% | +545+111.7% | Added |
| Plante Moran Financial Advisors, LLC | 1,064 | $115.5K | 0.01% | +685+180.7% | Added |
| CWM, LLC | 1,135 | $123.0K | 0.00% | +902+387.1% | Added |
| Ronald Blue Trust, Inc. | 1,361 | $134.1K | 0.00% | −70−4.9% | Reduced |
| Harvest Fund Management Co., Ltd | 1,302 | $141.0K | 0.01% | 00.0% | Unchanged |
| Voisard Asset Management Group, Inc. | 1,364 | $148.0K | 0.06% | +1,364 | New |