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 |
|---|---|---|---|---|---|
| IFP Advisors, Inc | 1,397 | $151.6K | 0.01% | −127−8.3% | Reduced |
| Cornerstone National Bank & Trust Co | 1,500 | $162.8K | 0.07% | +1,500 | New |
| Parkside Financial Bank & Trust | 1,538 | $166.9K | 0.02% | +177+13.0% | Added |
| TSFG, LLC | 1,560 | $169.0K | 0.04% | 00.0% | Unchanged |
| nVerses Capital, LLC | 1,600 | $173.6K | 0.08% | −100−5.9% | Reduced |
| TD Private Client Wealth LLC | 1,742 | $189.1K | 0.01% | +337+24.0% | Added |
| Y-Intercept (Hong Kong) Ltd | 1,931 | $209.6K | 0.01% | +1,931 | New |
| Venturi Wealth Management, LLC | 1,952 | $211.9K | 0.01% | +1,631+508.1% | Added |
| Hamilton Capital Partners Inc. | 1,984 | $215.3K | 0.02% | −850−30.0% | Reduced |
| KBC Group NV | 2,009 | $218.0K | 0.00% | −8,823−81.5% | Reduced |
| Old Mission Investment Co LLC | 2,024 | $219.6K | 0.07% | +2,024 | New |
| Horizon Investment Services, LLC | 2,079 | $225.6K | 0.10% | +2,079 | New |
| Fifth Third Wealth Advisors LLC | 2,088 | $226.6K | 0.01% | +2,088 | New |
| Stratos Wealth Partners, LTD. | 2,128 | $231.0K | 0.00% | +2,128 | New |
| Flynn Zito Capital Management, LLC | 2,135 | $231.7K | 0.11% | +2,135 | New |
| Chicago Wealth Management, Inc. | 2,161 | $234.5K | 0.13% | 00.0% | Unchanged |
| Quest Partners LLC | 2,188 | $237.5K | 0.02% | +2,182+36,366.7% | Added |
| S.A. Mason LLC | 2,205 | $239.3K | 0.13% | +2,205 | New |
| Cambridge Investment Research Advisors, Inc. | 2,226 | $242.0K | 0.00% | −1,054−32.1% | Reduced |
| LRI Investments, LLC | 1,848 | $242.0K | 0.02% | −85−4.4% | Reduced |
| Gitterman Wealth Management, LLC | 2,260 | $245.2K | 0.10% | +33+1.5% | Added |
| West Michigan Advisors, LLC | 2,272 | $246.6K | 0.07% | +2,272 | New |
| Kovitz Investment Group Partners, LLC | 2,551 | $253.7K | 0.00% | +2,551 | New |
| Bessemer Group Inc | 2,351 | $255.0K | 0.00% | +49+2.1% | Added |
| Fairhaven Wealth Management, LLC | 2,380 | $258.3K | 0.08% | 00.0% | Unchanged |
| Bayesian Capital Management, LP | 2,408 | $261.3K | 0.03% | +2,408 | New |
| Paulson Wealth Management Inc. | 2,422 | $262.9K | 0.07% | 00.0% | Unchanged |
| Systematic Financial Management LP | 2,450 | $265.9K | 0.01% | +2,450 | New |
| Pensionmark Financial Group, LLC | 2,479 | $269.0K | 0.01% | +356+16.8% | Added |
| Journey Strategic Wealth LLC | 2,480 | $269.2K | 0.01% | +89+3.7% | Added |
| Shelton Capital Management | 2,495 | $270.8K | 0.01% | −106−4.1% | Reduced |
| Mesirow Financial Investment Management, Inc. | 2,510 | $272.6K | 0.01% | +2,510 | New |
| Wiley Bros.-Aintree Capital, LLC | 2,548 | $276.5K | 0.01% | +2,548 | New |
| Princeton Capital Management LLC | 2,572 | $279.1K | 0.09% | +500+24.1% | Added |
| Regions Financial Corp | 2,574 | $279.4K | 0.00% | −17−0.7% | Reduced |
| TownSquare Capital, LLC | 2,632 | $285.7K | 0.00% | +2,632 | New |
| Old National Bancorp | 2,639 | $286.4K | 0.01% | +20+0.8% | Added |
| Commerce Bank | 2,667 | $289.4K | 0.00% | −471−15.0% | Reduced |
| American Trust | 2,705 | $293.6K | 0.02% | −36−1.3% | Reduced |
| Chicago Capital, LLC | 2,724 | $295.6K | 0.01% | 00.0% | Unchanged |
| Greenleaf Trust | 2,750 | $298.5K | 0.00% | +77+2.9% | Added |
| Los Angeles Capital Management LLC | 2,803 | $304.2K | 0.00% | +2,803 | New |
| PDT Partners, LLC | 2,870 | $311.5K | 0.03% | +43+1.5% | Added |
| Van Strum & Towne Inc. | 2,870 | $311.5K | 0.11% | 00.0% | Unchanged |
| Engineers Gate Manager LP | 2,894 | $314.1K | 0.01% | +2,894 | New |
| GWM Advisors LLC | 3,077 | $334.0K | 0.00% | +2,990+3,436.8% | Added |
| Rothschild Investment LLC | 3,083 | $334.6K | 0.02% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 3,071 | $344.6K | 0.00% | −214−6.5% | Reduced |
| Menard Financial Group LLC | 3,294 | $357.5K | 0.24% | +406+14.1% | Added |
| Integrated Wealth Concepts LLC | 3,410 | $370.1K | 0.00% | −22−0.6% | Reduced |
| Inspirion Wealth Advisors, LLC | 3,429 | $372.1K | 0.05% | 00.0% | Unchanged |
| Readystate Asset Management LP | 3,438 | $373.1K | 0.02% | +3,438 | New |
| Utah Retirement Systems | 3,450 | $374.4K | 0.00% | +250+7.8% | Added |
| Quadrant Capital Group LLC | 3,465 | $376.1K | 0.03% | +70+2.1% | Added |
| Profund Advisors LLC | 3,537 | $383.9K | 0.01% | +663+23.1% | Added |
| XTX Topco Ltd | 3,564 | $386.8K | 0.03% | +873+32.4% | Added |
| Signaturefd, LLC | 3,609 | $391.7K | 0.01% | −332−8.4% | Reduced |
| Shell Asset Management Co | 3,630 | $394.0K | 0.02% | +3,630 | New |
| Navellier & Associates Inc | 3,662 | $397.4K | 0.05% | −2,091−36.3% | Reduced |
| Maryland State Retirement & Pension System | 3,706 | $402.2K | 0.01% | −644−14.8% | Reduced |
| CWM Advisors, LLC | 3,809 | $413.4K | 0.04% | +235+6.6% | Added |
| Snowden Capital Advisors LLC | 3,816 | $414.1K | 0.01% | −78−2.0% | Reduced |
| Avantax Advisory Services, Inc. | 3,837 | $416.4K | 0.00% | +267+7.5% | Added |
| Oppenheimer & Co Inc | 3,843 | $417.1K | 0.01% | −404−9.5% | Reduced |
| Huntington National Bank | 3,844 | $417.2K | 0.00% | +3,348+675.0% | Added |
| Captrust Financial Advisors | 3,859 | $418.8K | 0.00% | +104+2.8% | Added |
| MPS Loria Financial Planners, LLC | 4,027 | $437.1K | 0.13% | +15+0.4% | Added |
| Advisor Group Holdings, Inc. | 4,039 | $438.5K | 0.00% | +1,849+84.4% | Added |
| Strategic Investment Solutions, Inc. | 4,129 | $448.1K | 0.13% | −1,500−26.6% | Reduced |
| HighPoint Advisor Group LLC | 3,946 | $451.4K | 0.03% | +123+3.2% | Added |
| Western Pacific Wealth Management, LP | 4,227 | $458.7K | 0.31% | +3+0.1% | Added |
| Steward Partners Investment Advisory, LLC | 4,237 | $459.8K | 0.00% | −426−9.1% | Reduced |
| Advisory Alpha, LLC | 4,309 | $467.9K | 0.02% | +4,309 | New |
| Raymond James Trust N.A. | 4,327 | $469.6K | 0.01% | +151+3.6% | Added |
| Two Sigma Securities, LLC | 4,525 | $491.1K | 0.04% | +4,525 | New |
| The PNC Financial Services Group, Inc. | 4,551 | $493.9K | 0.00% | +379+9.1% | Added |
| Vestcor Inc | 4,561 | $495.0K | 0.02% | 00.0% | Unchanged |
| LMR Partners LLP | 4,599 | $499.1K | 0.01% | +4,599 | New |
| Alpha DNA Investment Management LLC | 4,629 | $502.4K | 0.27% | +746+19.2% | Added |
| EP Wealth Advisors, LLC | 4,796 | $520.5K | 0.00% | +1,077+29.0% | Added |
| Barr E S & Co | 4,800 | $520.9K | 0.03% | 00.0% | Unchanged |
| Public Employees Retirement Association of Colorado | 4,843 | $526.0K | 0.00% | 00.0% | Unchanged |
| Bayview Asset Management, LLC | 5,000 | $542.6K | 0.30% | −13,000−72.2% | Reduced |
| Simplicity Wealth,LLC | 5,011 | $543.8K | 0.05% | +11+0.2% | Added |
| IHT Wealth Management, LLC | 5,018 | $544.6K | 0.02% | 00.0% | Unchanged |
| Securian Asset Management, Inc | 5,098 | $553.3K | 0.02% | +219+4.5% | Added |
| Versor Investments LP | 5,105 | $554.0K | 0.09% | −1,595−23.8% | Reduced |
| Intrust Bank NA | 5,124 | $556.1K | 0.06% | −161−3.0% | Reduced |
| Resources Investment Advisors, LLC. | 5,127 | $556.4K | 0.01% | +152+3.1% | Added |
| Schaper Benz & Wise Investment Counsel Inc | 5,157 | $559.7K | 0.04% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 5,204 | $565.0K | 0.00% | +1,191+29.7% | Added |
| Envestnet Portfolio Solutions, Inc. | 5,208 | $565.2K | 0.00% | −19−0.4% | Reduced |
| Susquehanna Portfolio Strategies, LLC | 5,235 | $568.2K | 0.04% | 00.0% | Unchanged |
| D. E. Shaw & Co., Inc. | 5,280 | $573.0K | 0.00% | −14,369−73.1% | Reduced |
| Mount Yale Investment Advisors, LLC | 5,312 | $576.5K | 0.06% | −69−1.3% | Reduced |
| Crossmark Global Holdings, Inc. | 5,353 | $581.0K | 0.01% | +2,132+66.2% | Added |
| Park Avenue Securities LLC | 5,460 | $593.0K | 0.01% | −1,534−21.9% | Reduced |
| Knights of Columbus Asset Advisors LLC | 5,683 | $616.8K | 0.04% | −24,698−81.3% | Reduced |
| Pekin Hardy Strauss, Inc. | 5,750 | $624.0K | 0.08% | 00.0% | Unchanged |
| ProShare Advisors LLC | 5,798 | $629.3K | 0.00% | +2,885+99.0% | Added |