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 |
|---|---|---|---|---|---|
| Cambridge Investment Research Advisors, Inc. | 2,226 | $242.0K | 0.00% | −1,054−32.1% | Reduced |
| S.A. Mason LLC | 2,205 | $239.3K | 0.13% | +2,205 | New |
| Quest Partners LLC | 2,188 | $237.5K | 0.02% | +2,182+36,366.7% | Added |
| Chicago Wealth Management, Inc. | 2,161 | $234.5K | 0.13% | 00.0% | Unchanged |
| Flynn Zito Capital Management, LLC | 2,135 | $231.7K | 0.11% | +2,135 | New |
| Stratos Wealth Partners, LTD. | 2,128 | $231.0K | 0.00% | +2,128 | New |
| Fifth Third Wealth Advisors LLC | 2,088 | $226.6K | 0.01% | +2,088 | New |
| Horizon Investment Services, LLC | 2,079 | $225.6K | 0.10% | +2,079 | New |
| Old Mission Investment Co LLC | 2,024 | $219.6K | 0.07% | +2,024 | New |
| KBC Group NV | 2,009 | $218.0K | 0.00% | −8,823−81.5% | Reduced |
| Hamilton Capital Partners Inc. | 1,984 | $215.3K | 0.02% | −850−30.0% | Reduced |
| Venturi Wealth Management, LLC | 1,952 | $211.9K | 0.01% | +1,631+508.1% | Added |
| Y-Intercept (Hong Kong) Ltd | 1,931 | $209.6K | 0.01% | +1,931 | New |
| TD Private Client Wealth LLC | 1,742 | $189.1K | 0.01% | +337+24.0% | Added |
| nVerses Capital, LLC | 1,600 | $173.6K | 0.08% | −100−5.9% | Reduced |
| TSFG, LLC | 1,560 | $169.0K | 0.04% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 1,538 | $166.9K | 0.02% | +177+13.0% | Added |
| Cornerstone National Bank & Trust Co | 1,500 | $162.8K | 0.07% | +1,500 | New |
| IFP Advisors, Inc | 1,397 | $151.6K | 0.01% | −127−8.3% | Reduced |
| Voisard Asset Management Group, Inc. | 1,364 | $148.0K | 0.06% | +1,364 | New |
| Harvest Fund Management Co., Ltd | 1,302 | $141.0K | 0.01% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 1,361 | $134.1K | 0.00% | −70−4.9% | Reduced |
| CWM, LLC | 1,135 | $123.0K | 0.00% | +902+387.1% | Added |
| Plante Moran Financial Advisors, LLC | 1,064 | $115.5K | 0.01% | +685+180.7% | Added |
| DHJJ Financial Advisors, Ltd. | 1,033 | $112.1K | 0.04% | +545+111.7% | Added |
| GAMMA Investing LLC | 1,014 | $110.0K | 0.01% | +196+24.0% | Added |
| Whittier Trust Co of Nevada Inc | 879 | $95.4K | 0.00% | +13+1.5% | Added |
| Trust Co of Vermont | 851 | $92.4K | 0.00% | +76+9.8% | Added |
| Ci Investments Inc. | 798 | $87.0K | 0.00% | +108+15.7% | Added |
| Danske Bank A/S | 800 | $86.8K | 0.00% | −8,576−91.5% | Reduced |
| Headlands Technologies LLC | 771 | $83.7K | 0.01% | +771 | New |
| Principal Securities, Inc. | 685 | $74.3K | 0.00% | −97−12.4% | Reduced |
| MeadowBrook Investment Advisors LLC | 2,800 | $71.1K | 0.06% | −80−2.8% | Reduced |
| Covestor Ltd | 653 | $71.0K | 0.04% | +286+77.9% | Added |
| Stephenson National Bank & Trust | 645 | $70.0K | 0.02% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 566 | $61.4K | 0.02% | +566 | New |
| Wintrust Investments LLC | 559 | $60.0K | 0.04% | −1,733−75.6% | Reduced |
| First Horizon Advisors, Inc. | 546 | $59.4K | 0.00% | +31+6.0% | Added |
| GeoWealth Management, LLC | 532 | $57.7K | 0.00% | +532 | New |
| Nomura Asset Management Co Ltd | 520 | $56.4K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 512 | $55.6K | 0.00% | +196+62.0% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 510 | $55.4K | 0.00% | +1+0.2% | Added |
| SRS Capital Advisors, Inc. | 486 | $52.8K | 0.00% | +115+31.0% | Added |
| Lindbrook Capital, LLC | 463 | $50.2K | 0.00% | +8+1.8% | Added |
| Farther Finance Advisors, LLC | 451 | $49.0K | 0.00% | +85+23.2% | Added |
| Acadian Asset Management LLC | 433 | $46.0K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 408 | $44.3K | 0.01% | +112+37.8% | Added |
| Smartleaf Asset Management LLC | 396 | $42.2K | 0.01% | +357+915.4% | Added |
| Parallel Advisors, LLC | 371 | $40.3K | 0.00% | −1−0.3% | Reduced |
| Whittier Trust Co | 346 | $37.6K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 325 | $34.9K | 0.00% | −83−20.3% | Reduced |
| Fifth Third Bancorp | 314 | $34.1K | 0.00% | +59+23.1% | Added |
| Harbour Investments, Inc. | 311 | $33.7K | 0.00% | +1+0.3% | Added |
| Allworth Financial LP | 307 | $33.3K | 0.00% | +21+7.3% | Added |
| Clearstead Advisors, LLC | 289 | $31.4K | 0.00% | +10+3.6% | Added |
| Private Trust Co NA | 265 | $28.8K | 0.00% | −13−4.7% | Reduced |
| Raleigh Capital Management Inc. | 263 | $28.6K | 0.01% | −17−6.1% | Reduced |
| Proequities, Inc. | 247 | $26.8K | 0.00% | −13−5.0% | Reduced |
| Global Retirement Partners, LLC | 230 | $24.9K | 0.00% | −147−39.0% | Reduced |
| Rise Advisors, LLC | 203 | $22.1K | 0.01% | +1+0.5% | Added |
| Barrow Hanley Mewhinney & Strauss LLC | 203 | $22.0K | 0.00% | +203 | New |
| NBC Securities, Inc. | 209 | $22.0K | 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 |
| Capital Advisors, Ltd. LLC | 167 | $18.0K | 0.00% | 00.0% | Unchanged |
| Gen-Wealth Partners Inc | 148 | $17.4K | 0.01% | +148 | New |
| Key Financial Inc | 139 | $15.1K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 135 | $14.7K | 0.00% | +35+35.0% | Added |
| Gilliland Jeter Wealth Management LLC | 132 | $14.3K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 128 | $13.9K | 0.00% | +128 | New |
| Richardson Financial Services Inc. | 128 | $12.6K | 0.01% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 114 | $12.4K | 0.00% | −4−3.4% | Reduced |
| Bell Investment Advisors, Inc | 104 | $11.3K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 104 | $11.3K | 0.00% | +13+14.3% | Added |
| Aster Capital Management (DIFC) Ltd | 93 | $10.1K | 0.00% | +93 | New |
| Eagle Bay Advisors LLC | 87 | $9.44K | 0.00% | −3−3.3% | Reduced |
| Beacon Capital Management, LLC | 86 | $9.33K | 0.00% | +86 | New |
| Mather Group, LLC. | 75 | $8.14K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 73 | $7.92K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 71 | $7.71K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 69 | $7.49K | 0.00% | −22−24.2% | Reduced |
| Bryn Mawr Trust Co | 68 | $7.38K | 0.00% | +68 | New |
| Jones Financial Companies LLLP | 67 | $7.14K | 0.00% | 00.0% | Unchanged |
| Ashton Thomas Securities, LLC | 65 | $7.05K | 0.00% | +65 | New |
| REAP Financial Group, LLC | 60 | $6.46K | 0.00% | −2−3.2% | Reduced |
| CoreCap Advisors, LLC | 58 | $6.29K | 0.00% | +27+87.1% | Added |
| Sound Income Strategies, LLC | 57 | $6.15K | 0.00% | +1+1.8% | Added |
| JFS Wealth Advisors, LLC | 50 | $5.43K | 0.00% | +2+4.2% | Added |
| Wolff Wiese Magana LLC | 48 | $5.21K | 0.00% | +48 | New |
| Continuum Advisory, LLC | 34 | $4.45K | 0.00% | +12+54.5% | Added |
| Rosenberg Matthew Hamilton | 31 | $3.36K | 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 |
| Cullen/Frost Bankers, Inc. | 25 | $2.73K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 25 | $2.71K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 24 | $2.60K | 0.00% | 00.0% | Unchanged |
| Pineridge Advisors LLC | 23 | $2.50K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 22 | $2.40K | 0.00% | +13+144.4% | Added |
| Raffa Wealth Management, LLC | 20 | $2.17K | 0.00% | +20 | New |
| Creekmur Asset Management LLC | 20 | $2.17K | 0.00% | +20 | New |