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 |
|---|---|---|---|---|---|
| Mariner, LLC | 10,364 | $1.17M | 0.00% | −550−5.0% | Reduced |
| Concurrent Investment Advisors, LLC | 10,186 | $1.15M | 0.03% | +7+0.1% | Added |
| Northwestern Mutual Wealth Management Co | 10,165 | $1.14M | 0.00% | −687−6.3% | Reduced |
| Emerald Mutual Fund Advisers Trust | 9,990 | $1.12M | 0.08% | 00.0% | Unchanged |
| Pictet Asset Management Holding SA | 9,633 | $1.08M | 0.00% | +269+2.9% | Added |
| Hunter Perkins Capital Management, LLC | 9,560 | $1.07M | 0.25% | 00.0% | Unchanged |
| Atria Investments LLC | 9,049 | $1.02M | 0.01% | −1,877−17.2% | Reduced |
| Quadrant Capital Group LLC | 8,806 | $990.3K | 0.04% | +5,207+144.7% | Added |
| Point72 (DIFC) Ltd | 8,531 | $959.3K | 0.09% | +8,310+3,760.2% | Added |
| Tredje AP-fonden | 8,460 | $951.4K | 0.01% | 00.0% | Unchanged |
| Mach-1 Financial Group, Inc. | 8,229 | $925.4K | 0.28% | +8,229 | New |
| Voya Investment Management LLC | 8,101 | $911.0K | 0.00% | −2,414−23.0% | Reduced |
| Keybank National Association | 7,845 | $882.3K | 0.00% | +155+2.0% | Added |
| CI Private Wealth, LLC | 7,788 | $875.8K | 0.00% | −1,152−12.9% | Reduced |
| State of Alaska, Department of Revenue | 7,788 | $875.0K | 0.01% | +205+2.7% | Added |
| Xponance, Inc. | 7,646 | $859.9K | 0.01% | +123+1.6% | Added |
| Wealth Enhancement Advisory Services, LLC | 7,612 | $856.0K | 0.00% | +1,655+27.8% | Added |
| Prudential Financial Inc | 7,163 | $805.6K | 0.00% | −36,120−83.5% | Reduced |
| Holocene Advisors, LP | 7,135 | $802.4K | 0.00% | −119,695−94.4% | Reduced |
| The PNC Financial Services Group, Inc. | 7,015 | $789.0K | 0.00% | +1,622+30.1% | Added |
| Virginia Retirement Systems Et Al | 6,943 | $780.8K | 0.01% | +6,943 | New |
| Avantax Advisory Services, Inc. | 6,772 | $761.6K | 0.00% | +2,789+70.0% | Added |
| CIBC Private Wealth Group, LLC | 7,883 | $750.2K | 0.00% | −478−5.7% | Reduced |
| JustInvest LLC | 6,609 | $743.3K | 0.01% | +359+5.7% | Added |
| Pitcairn Co | 6,545 | $736.1K | 0.04% | −37−0.6% | Reduced |
| United Capital Financial Advisers, LLC | 6,524 | $733.7K | 0.01% | +58+0.9% | Added |
| RSM US Wealth Management LLC | 6,521 | $733.4K | 0.01% | −4,595−41.3% | Reduced |
| Pinebridge Investments, L.P. | 6,470 | $727.6K | 0.01% | +6,470 | New |
| CSS LLC | 6,284 | $706.7K | 0.05% | 00.0% | Unchanged |
| Wiley Bros.-Aintree Capital, LLC | 6,352 | $706.1K | 0.01% | +922+17.0% | Added |
| Harvest Fund Management Co., Ltd | 5,960 | $706.0K | 0.03% | +2,980+100.0% | Added |
| Coldstream Capital Management Inc | 6,225 | $700.0K | 0.01% | +235+3.9% | Added |
| Headlands Technologies LLC | 6,206 | $697.9K | 0.08% | +1,656+36.4% | Added |
| Forum Financial Management, LP | 6,094 | $685.4K | 0.01% | −35−0.6% | Reduced |
| Toroso Investments, LLC | 6,072 | $682.9K | 0.01% | −2,208−26.7% | Reduced |
| Ethic Inc. | 5,886 | $662.0K | 0.01% | −728−11.0% | Reduced |
| Greenleaf Trust | 5,830 | $655.6K | 0.01% | −18−0.3% | Reduced |
| Crossmark Global Holdings, Inc. | 5,823 | $654.9K | 0.01% | +147+2.6% | Added |
| Dark Forest Capital Management LP | 5,816 | $654.1K | 0.03% | +5,816 | New |
| Eqis Capital Management, Inc. | 5,810 | $653.4K | 0.05% | +31+0.5% | Added |
| Panagora Asset Management Inc | 5,805 | $652.8K | 0.00% | 00.0% | Unchanged |
| Kovitz Investment Group Partners, LLC | 5,761 | $647.9K | 0.00% | +3,169+122.3% | Added |
| Pekin Hardy Strauss, Inc. | 5,750 | $646.6K | 0.08% | 00.0% | Unchanged |
| Inspire Advisors, LLC | 5,727 | $644.1K | 0.07% | +5,727 | New |
| Well Done, LLC | 5,111 | $637.5K | 0.12% | −6,488−55.9% | Reduced |
| Resources Investment Advisors, LLC. | 5,629 | $633.1K | 0.01% | +499+9.7% | Added |
| Susquehanna Fundamental Investments, LLC | 5,210 | $585.9K | 0.01% | −2,911−35.8% | Reduced |
| Intrust Bank NA | 5,170 | $581.4K | 0.06% | −10−0.2% | Reduced |
| Schaper Benz & Wise Investment Counsel Inc | 5,157 | $580.0K | 0.05% | 00.0% | Unchanged |
| Securian Asset Management, Inc | 5,098 | $573.3K | 0.02% | +100+2.0% | Added |
| IHT Wealth Management, LLC | 5,053 | $568.3K | 0.02% | +35+0.7% | Added |
| Simplicity Wealth,LLC | 5,042 | $567.0K | 0.04% | +5,042 | New |
| Ronald Blue Trust, Inc. | 4,989 | $561.1K | 0.01% | +867+21.0% | Added |
| Engineers Gate Manager LP | 4,851 | $545.5K | 0.01% | +1,713+54.6% | Added |
| Public Employees Retirement Association of Colorado | 4,843 | $545.0K | 0.00% | 00.0% | Unchanged |
| Mount Yale Investment Advisors, LLC | 4,745 | $533.6K | 0.05% | −460−8.8% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 4,626 | $520.2K | 0.00% | −906−16.4% | Reduced |
| EP Wealth Advisors, LLC | 4,625 | $520.2K | 0.00% | −170−3.5% | Reduced |
| Centiva Capital, LP | 4,478 | $503.6K | 0.03% | +4,478 | New |
| United Services Automobile Association | 4,264 | $478.1K | 0.01% | +4,264 | New |
| Western Pacific Wealth Management, LP | 4,231 | $475.9K | 0.43% | +20.0% | Added |
| Vestcor Inc | 4,207 | $473.0K | 0.02% | +4,207 | New |
| EJF Capital LLC | 4,203 | $472.7K | 0.30% | −3,587−46.0% | Reduced |
| Pensionmark Financial Group, LLC | 4,086 | $459.5K | 0.01% | +799+24.3% | Added |
| HighPoint Advisor Group LLC | 4,051 | $457.8K | 0.03% | +167+4.3% | Added |
| Point72 Asia (Singapore) Pte. Ltd. | 4,032 | $453.4K | 0.12% | +3,887+2,680.7% | Added |
| Cresset Asset Management, LLC | 3,975 | $447.1K | 0.00% | +404+11.3% | Added |
| Captrust Financial Advisors | 3,959 | $445.2K | 0.00% | +158+4.2% | Added |
| Tower Research Capital LLC (TRC) | 3,894 | $437.9K | 0.01% | −2,358−37.7% | 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 |
| Two Sigma Securities, LLC | 3,771 | $424.1K | 0.06% | −3,216−46.0% | Reduced |
| O'Shaughnessy Asset Management, LLC | 3,734 | $419.9K | 0.00% | +197+5.6% | Added |
| Menard Financial Group LLC | 3,654 | $415.7K | 0.27% | +309+9.2% | Added |
| Signaturefd, LLC | 3,670 | $412.7K | 0.01% | +7+0.2% | Added |
| Navellier & Associates Inc | 3,577 | $411.9K | 0.06% | −1,231−25.6% | Reduced |
| SG Americas Securities, LLC | 3,583 | $403.0K | 0.00% | +3,583 | New |
| Barr E S & Co | 3,550 | $399.2K | 0.02% | −1,250−26.0% | Reduced |
| Steward Partners Investment Advisory, LLC | 3,500 | $393.6K | 0.00% | −43−1.2% | Reduced |
| Shell Asset Management Co | 3,488 | $392.0K | 0.02% | −142−3.9% | Reduced |
| Utah Retirement Systems | 3,450 | $388.0K | 0.00% | 00.0% | Unchanged |
| Mackenzie Financial Corp | 3,359 | $377.8K | 0.00% | −780−18.8% | Reduced |
| Huntington National Bank | 3,232 | $363.5K | 0.00% | −739−18.6% | Reduced |
| Advisor Group Holdings, Inc. | 3,224 | $362.8K | 0.00% | −1,531−32.2% | Reduced |
| Rothschild Investment LLC | 3,084 | $346.8K | 0.02% | +10.0% | Added |
| Integrated Wealth Concepts LLC | 3,047 | $342.5K | 0.00% | −341−10.1% | Reduced |
| Maryland State Retirement & Pension System | 3,032 | $341.0K | 0.01% | −674−18.2% | Reduced |
| TownSquare Capital, LLC | 3,007 | $338.2K | 0.00% | +382+14.6% | Added |
| Jane Street Group, LLC | 2,950 | $331.8K | 0.00% | −12,060−80.3% | Reduced |
| Flynn Zito Capital Management, LLC | 2,875 | $323.3K | 0.15% | +740+34.7% | Added |
| Van Strum & Towne Inc. | 2,870 | $322.8K | 0.11% | 00.0% | Unchanged |
| KBC Group NV | 2,855 | $321.0K | 0.00% | −27,538−90.6% | Reduced |
| MeadowBrook Investment Advisors LLC | 2,845 | $319.9K | 0.30% | −15−0.5% | Reduced |
| ProShare Advisors LLC | 2,833 | $318.6K | 0.00% | −277−8.9% | Reduced |
| MPS Loria Financial Planners, LLC | 2,827 | $317.9K | 0.09% | +11+0.4% | Added |
| Occudo Quantitative Strategies LP | 2,801 | $314.0K | 0.04% | +2,801 | New |
| Inspirion Wealth Advisors, LLC | 2,779 | $312.5K | 0.04% | −650−19.0% | Reduced |
| Oppenheimer & Co Inc | 2,712 | $305.0K | 0.00% | −629−18.8% | Reduced |
| Capstone Financial Advisors, Inc. | 2,639 | $296.8K | 0.02% | +2,639 | New |
| Profund Advisors LLC | 2,623 | $295.0K | 0.01% | −1,611−38.0% | Reduced |