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, Q1 2025
Institutional positions in Wintrust Financial Corp as of Mar 31, 2025. 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
- 454
- +14 vs. Q4 2024
- Shares held
- 64.5M
- +1.85M (+2.9%) vs. Q4 2024
- Total value
- $7.26B
- −$561.5M (−7.2%) vs. Q4 2024
- New holders
- 62
- 176 more added
- Sold out
- 48
- 151 more reduced
5 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2025
Shares, value and share of portfolio for each institution holding Wintrust Financial Corp; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Nomura Asset Management Co Ltd | 520 | $58.5K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 593 | $66.7K | 0.00% | +150+33.9% | Added |
| Versant Capital Management, Inc | 594 | $66.8K | 0.01% | +55+10.2% | Added |
| First Horizon Advisors, Inc. | 603 | $67.8K | 0.00% | +37+6.5% | Added |
| SRS Capital Advisors, Inc. | 613 | $68.9K | 0.00% | +126+25.9% | Added |
| Ci Investments Inc. | 626 | $70.0K | 0.00% | −71−10.2% | Reduced |
| Stephenson National Bank & Trust | 645 | $72.5K | 0.03% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 685 | $77.0K | 0.01% | −379−35.6% | Reduced |
| Jones Financial Companies LLLP | 689 | $77.3K | 0.00% | +5+0.7% | Added |
| Trust Co of Vermont | 696 | $78.3K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 728 | $81.9K | 0.00% | +2+0.3% | Added |
| Principal Securities, Inc. | 711 | $88.7K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 872 | $98.1K | 0.00% | +195+28.8% | Added |
| Whittier Trust Co of Nevada Inc | 899 | $101.1K | 0.00% | +20+2.3% | Added |
| Skopos Labs, Inc. | 922 | $103.7K | 0.02% | +356+62.9% | Added |
| Reyes Financial Architecture, Inc. | 929 | $104.5K | 0.08% | +231+33.1% | Added |
| DHJJ Financial Advisors, Ltd. | 1,033 | $116.2K | 0.05% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 1,150 | $129.3K | 0.02% | −195−14.5% | Reduced |
| CWM, LLC | 1,229 | $138.0K | 0.00% | +60+5.1% | Added |
| LRI Investments, LLC | 1,262 | $141.9K | 0.01% | −315−20.0% | Reduced |
| IFP Advisors, Inc | 1,420 | $159.7K | 0.00% | −1−0.1% | Reduced |
| Cornerstone National Bank & Trust Co | 1,500 | $168.7K | 0.08% | 00.0% | Unchanged |
| TSFG, LLC | 1,560 | $175.0K | 0.04% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 1,639 | $184.3K | 0.00% | +1,506+1,132.3% | Added |
| TD Private Client Wealth LLC | 1,670 | $187.8K | 0.01% | −72−4.1% | Reduced |
| Savant Capital, LLC | 1,782 | $200.4K | 0.00% | +1,782 | New |
| Arcataur Capital Management LLC | 1,800 | $202.4K | 0.07% | 00.0% | Unchanged |
| Old Mission Investment Co LLC | 1,838 | $206.7K | 0.06% | −193−9.5% | Reduced |
| Fifth Third Wealth Advisors LLC | 1,842 | $207.2K | 0.01% | +6+0.3% | Added |
| Optas, LLC | 1,880 | $211.4K | 0.04% | +1,880 | New |
| Walleye Trading LLC | 1,888 | $212.3K | 0.01% | +1,888 | New |
| CIBC Asset Management Inc | 1,920 | $215.9K | 0.00% | +38+2.0% | Added |
| Evergreen Capital Management LLC | 1,938 | $217.9K | 0.01% | +44+2.3% | Added |
| Chicago Capital, LLC | 2,024 | $227.6K | 0.01% | −700−25.7% | Reduced |
| Hamilton Capital Partners Inc. | 2,024 | $227.6K | 0.01% | +492+32.1% | Added |
| Tweedy, Browne Co LLC | 2,029 | $228.2K | 0.02% | +2,029 | New |
| Argent Trust Co | 2,034 | $228.7K | 0.01% | +2,034 | New |
| Chicago Wealth Management, Inc. | 2,161 | $243.0K | 0.13% | 00.0% | Unchanged |
| S.A. Mason LLC | 2,205 | $248.0K | 0.13% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 2,223 | $250.0K | 0.01% | +66+3.1% | Added |
| Gallagher Fiduciary Advisors, LLC | 2,258 | $254.0K | 0.01% | +135+6.4% | Added |
| West Michigan Advisors, LLC | 2,289 | $257.4K | 0.09% | +5+0.2% | Added |
| Beverly Hills Private Wealth, LLC | 2,290 | $257.5K | 0.05% | +223+10.8% | Added |
| Merit Financial Group, LLC | 2,295 | $258.1K | 0.00% | +187+8.9% | Added |
| Fulton Bank, N.A. | 2,318 | $260.7K | 0.01% | +2,318 | New |
| XTX Topco Ltd | 2,344 | $263.6K | 0.01% | −3,593−60.5% | Reduced |
| GAMMA Investing LLC | 2,384 | $268.1K | 0.02% | +1,128+89.8% | Added |
| Gitterman Wealth Management, LLC | 2,404 | $270.4K | 0.07% | +31+1.3% | Added |
| Shelton Capital Management | 2,419 | $272.0K | 0.01% | −76−3.0% | Reduced |
| Paulson Wealth Management Inc. | 2,422 | $272.4K | 0.08% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 2,426 | $273.0K | 0.00% | +165+7.3% | Added |
| Journey Strategic Wealth LLC | 2,571 | $289.1K | 0.01% | +2+0.1% | Added |
| Princeton Capital Management LLC | 2,572 | $289.2K | 0.10% | 00.0% | Unchanged |
| Commerce Bank | 2,613 | $293.9K | 0.00% | −29−1.1% | Reduced |
| Profund Advisors LLC | 2,623 | $295.0K | 0.01% | −1,611−38.0% | Reduced |
| Capstone Financial Advisors, Inc. | 2,639 | $296.8K | 0.02% | +2,639 | New |
| Oppenheimer & Co Inc | 2,712 | $305.0K | 0.00% | −629−18.8% | Reduced |
| Inspirion Wealth Advisors, LLC | 2,779 | $312.5K | 0.04% | −650−19.0% | Reduced |
| Occudo Quantitative Strategies LP | 2,801 | $314.0K | 0.04% | +2,801 | New |
| MPS Loria Financial Planners, LLC | 2,827 | $317.9K | 0.09% | +11+0.4% | Added |
| ProShare Advisors LLC | 2,833 | $318.6K | 0.00% | −277−8.9% | Reduced |
| MeadowBrook Investment Advisors LLC | 2,845 | $319.9K | 0.30% | −15−0.5% | Reduced |
| KBC Group NV | 2,855 | $321.0K | 0.00% | −27,538−90.6% | Reduced |
| Van Strum & Towne Inc. | 2,870 | $322.8K | 0.11% | 00.0% | Unchanged |
| Flynn Zito Capital Management, LLC | 2,875 | $323.3K | 0.15% | +740+34.7% | Added |
| Jane Street Group, LLC | 2,950 | $331.8K | 0.00% | −12,060−80.3% | Reduced |
| TownSquare Capital, LLC | 3,007 | $338.2K | 0.00% | +382+14.6% | Added |
| Maryland State Retirement & Pension System | 3,032 | $341.0K | 0.01% | −674−18.2% | Reduced |
| Integrated Wealth Concepts LLC | 3,047 | $342.5K | 0.00% | −341−10.1% | Reduced |
| Rothschild Investment LLC | 3,084 | $346.8K | 0.02% | +10.0% | Added |
| Advisor Group Holdings, Inc. | 3,224 | $362.8K | 0.00% | −1,531−32.2% | Reduced |
| Huntington National Bank | 3,232 | $363.5K | 0.00% | −739−18.6% | Reduced |
| Mackenzie Financial Corp | 3,359 | $377.8K | 0.00% | −780−18.8% | Reduced |
| Utah Retirement Systems | 3,450 | $388.0K | 0.00% | 00.0% | Unchanged |
| Shell Asset Management Co | 3,488 | $392.0K | 0.02% | −142−3.9% | Reduced |
| Steward Partners Investment Advisory, LLC | 3,500 | $393.6K | 0.00% | −43−1.2% | Reduced |
| Barr E S & Co | 3,550 | $399.2K | 0.02% | −1,250−26.0% | Reduced |
| SG Americas Securities, LLC | 3,583 | $403.0K | 0.00% | +3,583 | New |
| Navellier & Associates Inc | 3,577 | $411.9K | 0.06% | −1,231−25.6% | Reduced |
| Signaturefd, LLC | 3,670 | $412.7K | 0.01% | +7+0.2% | Added |
| Menard Financial Group LLC | 3,654 | $415.7K | 0.27% | +309+9.2% | Added |
| O'Shaughnessy Asset Management, LLC | 3,734 | $419.9K | 0.00% | +197+5.6% | Added |
| Two Sigma Securities, LLC | 3,771 | $424.1K | 0.06% | −3,216−46.0% | Reduced |
| Snowden Capital Advisors LLC | 3,818 | $429.4K | 0.01% | −396−9.4% | Reduced |
| GTS Securities LLC | 3,818 | $429.4K | 0.02% | +1,143+42.7% | Added |
| Tower Research Capital LLC (TRC) | 3,894 | $437.9K | 0.01% | −2,358−37.7% | Reduced |
| Captrust Financial Advisors | 3,959 | $445.2K | 0.00% | +158+4.2% | Added |
| Cresset Asset Management, LLC | 3,975 | $447.1K | 0.00% | +404+11.3% | Added |
| Point72 Asia (Singapore) Pte. Ltd. | 4,032 | $453.4K | 0.12% | +3,887+2,680.7% | Added |
| HighPoint Advisor Group LLC | 4,051 | $457.8K | 0.03% | +167+4.3% | Added |
| Pensionmark Financial Group, LLC | 4,086 | $459.5K | 0.01% | +799+24.3% | Added |
| EJF Capital LLC | 4,203 | $472.7K | 0.30% | −3,587−46.0% | Reduced |
| Vestcor Inc | 4,207 | $473.0K | 0.02% | +4,207 | New |
| Western Pacific Wealth Management, LP | 4,231 | $475.9K | 0.43% | +20.0% | Added |
| United Services Automobile Association | 4,264 | $478.1K | 0.01% | +4,264 | New |
| Centiva Capital, LP | 4,478 | $503.6K | 0.03% | +4,478 | New |
| EP Wealth Advisors, LLC | 4,625 | $520.2K | 0.00% | −170−3.5% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 4,626 | $520.2K | 0.00% | −906−16.4% | Reduced |
| Mount Yale Investment Advisors, LLC | 4,745 | $533.6K | 0.05% | −460−8.8% | Reduced |
| Public Employees Retirement Association of Colorado | 4,843 | $545.0K | 0.00% | 00.0% | Unchanged |