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 |
|---|---|---|---|---|---|
| Skylands Capital, LLC | 5,800 | $629.5K | 0.09% | −3,300−36.3% | Reduced |
| Panagora Asset Management Inc | 5,811 | $630.7K | 0.00% | +5,811 | New |
| Eqis Capital Management, Inc. | 5,906 | $641.0K | 0.05% | −351−5.6% | Reduced |
| JustInvest LLC | 5,967 | $647.6K | 0.01% | +1,301+27.9% | Added |
| Forum Financial Management, LP | 6,065 | $658.3K | 0.01% | +166+2.8% | Added |
| MML Investors Services, LLC | 6,201 | $673.0K | 0.00% | +106+1.7% | Added |
| Wealth Enhancement Advisory Services, LLC | 6,248 | $678.1K | 0.00% | +36+0.6% | Added |
| Coldstream Capital Management Inc | 6,243 | $679.5K | 0.01% | +396+6.8% | Added |
| CSS LLC | 6,284 | $682.0K | 0.04% | 00.0% | Unchanged |
| United Capital Financial Advisers, LLC | 6,514 | $707.0K | 0.01% | −6−0.1% | Reduced |
| Pitcairn Co | 6,549 | $710.8K | 0.04% | −815−11.1% | Reduced |
| AXA S.A. | 6,668 | $723.7K | 0.00% | −52,259−88.7% | Reduced |
| Ethic Inc. | 6,946 | $725.1K | 0.02% | −308−4.2% | Reduced |
| Tower Research Capital LLC (TRC) | 7,030 | $763.0K | 0.02% | −6,521−48.1% | Reduced |
| Xponance, Inc. | 7,118 | $772.5K | 0.01% | +504+7.6% | Added |
| State of Alaska, Department of Revenue | 7,718 | $837.0K | 0.01% | +1,105+16.7% | Added |
| Atria Investments LLC | 8,122 | $881.5K | 0.01% | +402+5.2% | Added |
| Prelude Capital Management, LLC | 8,150 | $884.5K | 0.07% | +8,150 | New |
| Tredje AP-fonden | 8,460 | $918.2K | 0.01% | 00.0% | Unchanged |
| Pictet Asset Management Holding SA | 8,514 | $923.8K | 0.00% | +336+4.1% | Added |
| Toroso Investments, LLC | 8,656 | $939.4K | 0.01% | +172+2.0% | Added |
| Deutsche Bank AG | 9,046 | $981.8K | 0.00% | +116+1.3% | Added |
| Keybank National Association | 9,423 | $1.02M | 0.00% | −1,850−16.4% | Reduced |
| Hunter Perkins Capital Management, LLC | 9,560 | $1.04M | 0.21% | +1,205+14.4% | Added |
| Pacer Advisors, Inc. | 9,720 | $1.05M | 0.00% | +462+5.0% | Added |
| Commonwealth Equity Services, LLC | 9,742 | $1.06M | 0.00% | +684+7.6% | Added |
| Comprehensive Financial Consultants Institutional, Inc. | 9,889 | $1.07M | 0.39% | −576−5.5% | Reduced |
| Emerald Mutual Fund Advisers Trust | 9,990 | $1.08M | 0.06% | 00.0% | Unchanged |
| CI Private Wealth, LLC | 10,163 | $1.10M | 0.00% | +5,323+110.0% | Added |
| Concurrent Investment Advisors, LLC | 10,241 | $1.11M | 0.03% | −63−0.6% | Reduced |
| Janney Montgomery Scott LLC | 10,539 | $1.14M | 0.00% | +790+8.1% | Added |
| Mariner, LLC | 10,738 | $1.16M | 0.00% | +632+6.3% | Added |
| Chartwell Investment Partners, LLC | 11,049 | $1.20M | 0.04% | +89+0.8% | Added |
| Legato Capital Management LLC | 11,086 | $1.20M | 0.15% | +1,761+18.9% | Added |
| RSM US Wealth Management LLC | 11,686 | $1.22M | 0.02% | +477+4.3% | Added |
| HighTower Advisors, LLC | 11,280 | $1.23M | 0.00% | +395+3.6% | Added |
| CIBC Private Wealth Group, LLC | 11,311 | $1.23M | 0.00% | −574−4.8% | Reduced |
| Well Done, LLC | 11,599 | $1.26M | 0.23% | +11,599 | New |
| Northwestern Mutual Wealth Management Co | 11,681 | $1.27M | 0.00% | −1,412−10.8% | Reduced |
| LPL Financial LLC | 12,358 | $1.34M | 0.00% | +1,795+17.0% | Added |
| New Mexico Educational Retirement Board | 12,400 | $1.35M | 0.05% | 00.0% | Unchanged |
| Norris Perne & French LLP | 12,462 | $1.35M | 0.09% | +12,462 | New |
| Cresset Asset Management, LLC | 12,576 | $1.36M | 0.01% | +654+5.5% | Added |
| Amundi | 13,000 | $1.37M | 0.00% | 00.0% | Unchanged |
| Man Group plc | 13,083 | $1.42M | 0.00% | +13,083 | New |
| Creative Planning | 13,341 | $1.45M | 0.00% | +2,375+21.7% | Added |
| Oregon Public Employees Retirement Fund | 13,578 | $1.47M | 0.03% | +775+6.1% | Added |
| Ameritas Investment Partners, Inc. | 13,643 | $1.48M | 0.05% | +508+3.9% | Added |
| Cetera Investment Advisers | 13,658 | $1.48M | 0.00% | +859+6.7% | Added |
| CBOE Vest Financial, LLC | 13,725 | $1.49M | 0.03% | +1,931+16.4% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 13,782 | $1.50M | 0.00% | 00.0% | Unchanged |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 14,658 | $1.59M | 0.01% | +971+7.1% | Added |
| Northwestern Mutual Investment Management Company, LLC | 14,753 | $1.60M | 0.04% | +970+7.0% | Added |
| Ensign Peak Advisors, Inc | 14,897 | $1.62M | 0.00% | 00.0% | Unchanged |
| Hennessy Advisors Inc | 15,000 | $1.63M | 0.05% | 00.0% | Unchanged |
| Handelsbanken Fonder AB | 15,623 | $1.70M | 0.01% | +3,300+26.8% | Added |
| State of Michigan Retirement System | 15,763 | $1.71M | 0.01% | +900+6.1% | Added |
| Sanctuary Advisors, LLC | 12,669 | $1.74M | 0.01% | +2,392+23.3% | Added |
| Dana Investment Advisors, Inc. | 16,168 | $1.75M | 0.06% | +64+0.4% | Added |
| LSV Asset Management | 16,601 | $1.80M | 0.00% | +901+5.7% | Added |
| Voya Investment Management LLC | 16,663 | $1.81M | 0.00% | −495−2.9% | Reduced |
| Assetmark, Inc | 16,713 | $1.81M | 0.01% | +1,693+11.3% | Added |
| BNP Paribas Arbitrage, SA | 17,327 | $1.88M | 0.00% | +15,185+708.9% | Added |
| Wedge Capital Management L L P | 17,416 | $1.89M | 0.03% | +773+4.6% | Added |
| Access Investment Management LLC | 17,725 | $1.92M | 0.59% | +25+0.1% | Added |
| Elizabeth Park Capital Advisors, Ltd. | 18,392 | $2.00M | 1.61% | −3,000−14.0% | Reduced |
| Louisiana State Employees Retirement System | 18,400 | $2.00M | 0.04% | +900+5.1% | Added |
| Oppenheimer Asset Management Inc. | 18,578 | $2.02M | 0.02% | −13−0.1% | Reduced |
| M&T Bank Corp | 18,624 | $2.02M | 0.01% | −425−2.2% | Reduced |
| Arizona State Retirement System | 19,137 | $2.08M | 0.01% | +1,851+10.7% | Added |
| State of New Jersey Common Pension Fund D | 19,325 | $2.10M | 0.01% | 00.0% | Unchanged |
| Teachers Retirement System of the State of Kentucky | 19,325 | $2.10M | 0.02% | −540−2.7% | Reduced |
| Vestor Capital, LLC | 19,506 | $2.12M | 0.17% | +1,303+7.2% | Added |
| Blair William & Co | 19,524 | $2.12M | 0.01% | +394+2.1% | Added |
| Chicago Trust Co NA | 19,796 | $2.15M | 0.37% | −1,000−4.8% | Reduced |
| EJF Capital LLC | 19,904 | $2.16M | 1.44% | −11,236−36.1% | Reduced |
| Oliver Luxxe Assets LLC | 19,930 | $2.16M | 0.39% | +10,346+108.0% | Added |
| Susquehanna International Group, LLP | 20,338 | $2.21M | 0.00% | −3,481−14.6% | Reduced |
| Teacher Retirement System of Texas | 20,627 | $2.24M | 0.01% | −1,508−6.8% | Reduced |
| Quantinno Capital Management LP | 20,759 | $2.25M | 0.03% | +4,025+24.1% | Added |
| Squarepoint Ops LLC | 23,190 | $2.52M | 0.01% | +17,169+285.2% | Added |
| Edgestream Partners, L.P. | 23,627 | $2.56M | 0.11% | +23,627 | New |
| Yousif Capital Management, LLC | 24,154 | $2.62M | 0.03% | −1,658−6.4% | Reduced |
| US Bancorp | 24,716 | $2.68M | 0.00% | +126+0.5% | Added |
| Cerity Partners LLC | 26,036 | $2.83M | 0.01% | +4,170+19.1% | Added |
| Public Employees Retirement System of Ohio | 26,128 | $2.84M | 0.01% | +2,030+8.4% | Added |
| North Star Investment Management Corp. | 27,745 | $3.01M | 0.21% | −1,831−6.2% | Reduced |
| Alaska Permanent Fund Corp | 27,997 | $3.04M | 0.04% | 00.0% | Unchanged |
| Treasurer of the State of North Carolina | 28,355 | $3.08M | 0.01% | −10,428−26.9% | Reduced |
| State of Tennessee, Treasury Department | 28,358 | $3.08M | 0.01% | −1,090−3.7% | Reduced |
| Federation des caisses Desjardins du Quebec | 28,412 | $3.08M | 0.02% | +100+0.4% | Added |
| Nisa Investment Advisors, LLC | 28,490 | $3.09M | 0.02% | +315+1.1% | Added |
| Shaker Investments LLC | 28,928 | $3.14M | 1.31% | +96+0.3% | Added |
| Petiole USA ltd | 29,750 | $3.23M | 2.11% | 00.0% | Unchanged |
| Amalgamated Bank | 31,544 | $3.42M | 0.03% | −7,097−18.4% | Reduced |
| EAM Global Investors LLC | 32,134 | $3.49M | 0.70% | +32,134 | New |
| Russell Investments Group, Ltd. | 33,738 | $3.66M | 0.01% | +22,430+198.4% | Added |
| Brinker Capital Investments, LLC | 34,002 | $3.69M | 0.04% | −1,100−3.1% | Reduced |
| Orion Portfolio Solutions, LLC | 34,002 | $3.69M | 0.04% | −1,100−3.1% | Reduced |
| MetLife Investment Management | 34,341 | $3.73M | 0.02% | +1,831+5.6% | Added |