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 |
|---|---|---|---|---|---|
| Tredje AP-fonden | 8,460 | $918.2K | 0.01% | 00.0% | Unchanged |
| Prelude Capital Management, LLC | 8,150 | $884.5K | 0.07% | +8,150 | New |
| Atria Investments LLC | 8,122 | $881.5K | 0.01% | +402+5.2% | Added |
| State of Alaska, Department of Revenue | 7,718 | $837.0K | 0.01% | +1,105+16.7% | Added |
| Xponance, Inc. | 7,118 | $772.5K | 0.01% | +504+7.6% | Added |
| Tower Research Capital LLC (TRC) | 7,030 | $763.0K | 0.02% | −6,521−48.1% | Reduced |
| Ethic Inc. | 6,946 | $725.1K | 0.02% | −308−4.2% | Reduced |
| AXA S.A. | 6,668 | $723.7K | 0.00% | −52,259−88.7% | Reduced |
| Pitcairn Co | 6,549 | $710.8K | 0.04% | −815−11.1% | Reduced |
| United Capital Financial Advisers, LLC | 6,514 | $707.0K | 0.01% | −6−0.1% | Reduced |
| CSS LLC | 6,284 | $682.0K | 0.04% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 6,243 | $679.5K | 0.01% | +396+6.8% | Added |
| Wealth Enhancement Advisory Services, LLC | 6,248 | $678.1K | 0.00% | +36+0.6% | Added |
| MML Investors Services, LLC | 6,201 | $673.0K | 0.00% | +106+1.7% | Added |
| Forum Financial Management, LP | 6,065 | $658.3K | 0.01% | +166+2.8% | Added |
| JustInvest LLC | 5,967 | $647.6K | 0.01% | +1,301+27.9% | Added |
| Eqis Capital Management, Inc. | 5,906 | $641.0K | 0.05% | −351−5.6% | Reduced |
| Panagora Asset Management Inc | 5,811 | $630.7K | 0.00% | +5,811 | New |
| Skylands Capital, LLC | 5,800 | $629.5K | 0.09% | −3,300−36.3% | Reduced |
| ProShare Advisors LLC | 5,798 | $629.3K | 0.00% | +2,885+99.0% | Added |
| Pekin Hardy Strauss, Inc. | 5,750 | $624.0K | 0.08% | 00.0% | Unchanged |
| Knights of Columbus Asset Advisors LLC | 5,683 | $616.8K | 0.04% | −24,698−81.3% | Reduced |
| Park Avenue Securities LLC | 5,460 | $593.0K | 0.01% | −1,534−21.9% | Reduced |
| Crossmark Global Holdings, Inc. | 5,353 | $581.0K | 0.01% | +2,132+66.2% | Added |
| Mount Yale Investment Advisors, LLC | 5,312 | $576.5K | 0.06% | −69−1.3% | Reduced |
| D. E. Shaw & Co., Inc. | 5,280 | $573.0K | 0.00% | −14,369−73.1% | Reduced |
| Susquehanna Portfolio Strategies, LLC | 5,235 | $568.2K | 0.04% | 00.0% | Unchanged |
| Envestnet Portfolio Solutions, Inc. | 5,208 | $565.2K | 0.00% | −19−0.4% | Reduced |
| SG Americas Securities, LLC | 5,204 | $565.0K | 0.00% | +1,191+29.7% | Added |
| Schaper Benz & Wise Investment Counsel Inc | 5,157 | $559.7K | 0.04% | 00.0% | Unchanged |
| Resources Investment Advisors, LLC. | 5,127 | $556.4K | 0.01% | +152+3.1% | Added |
| Intrust Bank NA | 5,124 | $556.1K | 0.06% | −161−3.0% | Reduced |
| Versor Investments LP | 5,105 | $554.0K | 0.09% | −1,595−23.8% | Reduced |
| Securian Asset Management, Inc | 5,098 | $553.3K | 0.02% | +219+4.5% | Added |
| IHT Wealth Management, LLC | 5,018 | $544.6K | 0.02% | 00.0% | Unchanged |
| Simplicity Wealth,LLC | 5,011 | $543.8K | 0.05% | +11+0.2% | Added |
| Bayview Asset Management, LLC | 5,000 | $542.6K | 0.30% | −13,000−72.2% | Reduced |
| Public Employees Retirement Association of Colorado | 4,843 | $526.0K | 0.00% | 00.0% | Unchanged |
| Barr E S & Co | 4,800 | $520.9K | 0.03% | 00.0% | Unchanged |
| EP Wealth Advisors, LLC | 4,796 | $520.5K | 0.00% | +1,077+29.0% | Added |
| Alpha DNA Investment Management LLC | 4,629 | $502.4K | 0.27% | +746+19.2% | Added |
| LMR Partners LLP | 4,599 | $499.1K | 0.01% | +4,599 | New |
| Vestcor Inc | 4,561 | $495.0K | 0.02% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 4,551 | $493.9K | 0.00% | +379+9.1% | Added |
| Two Sigma Securities, LLC | 4,525 | $491.1K | 0.04% | +4,525 | New |
| Raymond James Trust N.A. | 4,327 | $469.6K | 0.01% | +151+3.6% | Added |
| Advisory Alpha, LLC | 4,309 | $467.9K | 0.02% | +4,309 | New |
| Steward Partners Investment Advisory, LLC | 4,237 | $459.8K | 0.00% | −426−9.1% | Reduced |
| Western Pacific Wealth Management, LP | 4,227 | $458.7K | 0.31% | +3+0.1% | Added |
| HighPoint Advisor Group LLC | 3,946 | $451.4K | 0.03% | +123+3.2% | Added |
| Strategic Investment Solutions, Inc. | 4,129 | $448.1K | 0.13% | −1,500−26.6% | Reduced |
| Advisor Group Holdings, Inc. | 4,039 | $438.5K | 0.00% | +1,849+84.4% | Added |
| MPS Loria Financial Planners, LLC | 4,027 | $437.1K | 0.13% | +15+0.4% | Added |
| Captrust Financial Advisors | 3,859 | $418.8K | 0.00% | +104+2.8% | Added |
| Huntington National Bank | 3,844 | $417.2K | 0.00% | +3,348+675.0% | Added |
| Oppenheimer & Co Inc | 3,843 | $417.1K | 0.01% | −404−9.5% | Reduced |
| Avantax Advisory Services, Inc. | 3,837 | $416.4K | 0.00% | +267+7.5% | Added |
| Snowden Capital Advisors LLC | 3,816 | $414.1K | 0.01% | −78−2.0% | Reduced |
| CWM Advisors, LLC | 3,809 | $413.4K | 0.04% | +235+6.6% | Added |
| Maryland State Retirement & Pension System | 3,706 | $402.2K | 0.01% | −644−14.8% | Reduced |
| Navellier & Associates Inc | 3,662 | $397.4K | 0.05% | −2,091−36.3% | Reduced |
| Shell Asset Management Co | 3,630 | $394.0K | 0.02% | +3,630 | New |
| Signaturefd, LLC | 3,609 | $391.7K | 0.01% | −332−8.4% | Reduced |
| XTX Topco Ltd | 3,564 | $386.8K | 0.03% | +873+32.4% | Added |
| Profund Advisors LLC | 3,537 | $383.9K | 0.01% | +663+23.1% | Added |
| Quadrant Capital Group LLC | 3,465 | $376.1K | 0.03% | +70+2.1% | Added |
| Utah Retirement Systems | 3,450 | $374.4K | 0.00% | +250+7.8% | Added |
| Readystate Asset Management LP | 3,438 | $373.1K | 0.02% | +3,438 | New |
| Inspirion Wealth Advisors, LLC | 3,429 | $372.1K | 0.05% | 00.0% | Unchanged |
| Integrated Wealth Concepts LLC | 3,410 | $370.1K | 0.00% | −22−0.6% | Reduced |
| Menard Financial Group LLC | 3,294 | $357.5K | 0.24% | +406+14.1% | Added |
| O'Shaughnessy Asset Management, LLC | 3,071 | $344.6K | 0.00% | −214−6.5% | Reduced |
| Rothschild Investment LLC | 3,083 | $334.6K | 0.02% | 00.0% | Unchanged |
| GWM Advisors LLC | 3,077 | $334.0K | 0.00% | +2,990+3,436.8% | Added |
| Engineers Gate Manager LP | 2,894 | $314.1K | 0.01% | +2,894 | New |
| Van Strum & Towne Inc. | 2,870 | $311.5K | 0.11% | 00.0% | Unchanged |
| PDT Partners, LLC | 2,870 | $311.5K | 0.03% | +43+1.5% | Added |
| Los Angeles Capital Management LLC | 2,803 | $304.2K | 0.00% | +2,803 | New |
| Greenleaf Trust | 2,750 | $298.5K | 0.00% | +77+2.9% | Added |
| Chicago Capital, LLC | 2,724 | $295.6K | 0.01% | 00.0% | Unchanged |
| American Trust | 2,705 | $293.6K | 0.02% | −36−1.3% | Reduced |
| Commerce Bank | 2,667 | $289.4K | 0.00% | −471−15.0% | Reduced |
| Old National Bancorp | 2,639 | $286.4K | 0.01% | +20+0.8% | Added |
| TownSquare Capital, LLC | 2,632 | $285.7K | 0.00% | +2,632 | New |
| Regions Financial Corp | 2,574 | $279.4K | 0.00% | −17−0.7% | Reduced |
| Princeton Capital Management LLC | 2,572 | $279.1K | 0.09% | +500+24.1% | Added |
| Wiley Bros.-Aintree Capital, LLC | 2,548 | $276.5K | 0.01% | +2,548 | New |
| Mesirow Financial Investment Management, Inc. | 2,510 | $272.6K | 0.01% | +2,510 | New |
| Shelton Capital Management | 2,495 | $270.8K | 0.01% | −106−4.1% | Reduced |
| Journey Strategic Wealth LLC | 2,480 | $269.2K | 0.01% | +89+3.7% | Added |
| Pensionmark Financial Group, LLC | 2,479 | $269.0K | 0.01% | +356+16.8% | Added |
| Systematic Financial Management LP | 2,450 | $265.9K | 0.01% | +2,450 | New |
| Paulson Wealth Management Inc. | 2,422 | $262.9K | 0.07% | 00.0% | Unchanged |
| Bayesian Capital Management, LP | 2,408 | $261.3K | 0.03% | +2,408 | New |
| Fairhaven Wealth Management, LLC | 2,380 | $258.3K | 0.08% | 00.0% | Unchanged |
| Bessemer Group Inc | 2,351 | $255.0K | 0.00% | +49+2.1% | Added |
| Kovitz Investment Group Partners, LLC | 2,551 | $253.7K | 0.00% | +2,551 | New |
| West Michigan Advisors, LLC | 2,272 | $246.6K | 0.07% | +2,272 | New |
| Gitterman Wealth Management, LLC | 2,260 | $245.2K | 0.10% | +33+1.5% | Added |
| LRI Investments, LLC | 1,848 | $242.0K | 0.02% | −85−4.4% | Reduced |