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 2025
Institutional positions in Wintrust Financial Corp as of Sep 30, 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
- 478
- +12 vs. Q2 2025
- Shares held
- 63.8M
- −260.4K (−0.4%) vs. Q2 2025
- Total value
- $8.44B
- +$503.2M (+6.3%) vs. Q2 2025
- New holders
- 56
- 171 more added
- Sold out
- 44
- 164 more reduced
5 institutions that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2025: 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 2025
Shares, value and share of portfolio for each institution holding Wintrust Financial Corp; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| AdvisorNet Financial, Inc | 1 | $132 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 1 | $133 | 0.00% | 00.0% | Unchanged |
| ROSS\JOHNSON & Associates LLC | 3 | $397 | 0.01% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 4 | $530 | 0.00% | −30−88.2% | Reduced |
| IMA Wealth, Inc. | 4 | $530 | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 4 | $530 | 0.00% | +3+300.0% | Added |
| Anfield Capital Management, LLC | 4 | $530 | 0.00% | +4 | New |
| SBI Securities Co., Ltd. | 5 | $662 | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 5 | $662 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 5 | $662 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 5 | $662 | 0.00% | +1+25.0% | Added |
| South State Corp. | 5 | $663 | 0.00% | −38−88.4% | Reduced |
| ZRC Wealth Management, LLC | 5 | $663 | 0.00% | +5 | New |
| Cromwell Holdings LLC | 6 | $795 | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 6 | $795 | 0.00% | +6 | New |
| Principia Wealth Advisory, LLC | 7 | $927 | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 7 | $928 | 0.00% | +7 | New |
| Bruce G. Allen Investments, LLC | 8 | $1.06K | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 10 | $1.32K | 0.00% | +2+25.0% | Added |
| Rialto Wealth Management, LLC | 11 | $1.46K | 0.00% | +1+10.0% | Added |
| Essential Partners LLC | 13 | $1.72K | 0.00% | +4+44.4% | Added |
| Albion Financial Group | 14 | $1.85K | 0.00% | +14 | New |
| DiNuzzo Private Wealth, Inc. | 14 | $1.92K | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 15 | $1.97K | 0.00% | 00.0% | Unchanged |
| J.Safra Asset Management Corp | 15 | $1.99K | 0.00% | +15 | New |
| Cloud Capital Management, LLC | 16 | $2.00K | 0.00% | +16 | New |
| Westfuller Advisors, LLC | 17 | $2.27K | 0.00% | +17 | New |
| Raffa Wealth Management, LLC | 20 | $2.65K | 0.00% | −71−78.0% | Reduced |
| Quarry LP | 22 | $2.91K | 0.00% | −401−94.8% | Reduced |
| Bogart Wealth, LLC | 22 | $2.91K | 0.00% | 00.0% | Unchanged |
| Pineridge Advisors LLC | 23 | $3.09K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 28 | $3.71K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 29 | $3.84K | 0.00% | +12+70.6% | Added |
| Cape Investment Advisory, Inc. | 30 | $3.97K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 32 | $4.00K | 0.00% | −4−11.1% | Reduced |
| Rosenberg Matthew Hamilton | 31 | $4.11K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 33 | $4.37K | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 36 | $4.77K | 0.00% | +36 | New |
| Sachetta, LLC | 37 | $4.90K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 39 | $5.19K | 0.00% | +17+77.3% | Added |
| N.E.W. Advisory Services LLC | 44 | $5.83K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 46 | $6.09K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 48 | $6.36K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 50 | $6.62K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 56 | $7.42K | 0.00% | +2+3.7% | Added |
| Strategic Wealth Partners, Ltd. | 56 | $7.42K | 0.00% | +56 | New |
| Sound Income Strategies, LLC | 58 | $7.56K | 0.00% | +1+1.8% | Added |
| Creative Financial Designs Inc | 69 | $9.14K | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 70 | $9.16K | 0.00% | +70 | New |
| Private Wealth Management Group, LLC | 71 | $9.40K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 75 | $9.93K | 0.00% | +75 | New |
| True Wealth Design, LLC | 80 | $10.6K | 0.00% | +35+77.8% | Added |
| Natixis | 84 | $11.1K | 0.00% | +84 | New |
| Park Square Financial Group, LLC | 85 | $11.3K | 0.05% | −1−1.2% | Reduced |
| CoreCap Advisors, LLC | 86 | $11.4K | 0.00% | −17−16.5% | Reduced |
| Ameriflex Group, Inc. | 90 | $11.9K | 0.00% | +90 | New |
| Optiver Holding B.V. | 94 | $12.4K | 0.00% | −20−17.5% | Reduced |
| Ancora Advisors, LLC | 95 | $12.6K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 99 | $13.0K | 0.00% | +9+10.0% | Added |
| Bell Investment Advisors, Inc | 104 | $13.8K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 107 | $14.1K | 0.00% | +85+386.4% | Added |
| Private Wealth Asset Management, LLC | 114 | $15.1K | 0.00% | 00.0% | Unchanged |
| Peregrine Capital Management LLC | 125 | $16.6K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 126 | $16.7K | 0.01% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 133 | $17.3K | 0.00% | +133 | New |
| SJS Investment Consulting Inc. | 135 | $17.9K | 0.00% | +126+1,400.0% | Added |
| Key Financial Inc | 139 | $18.3K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 139 | $18.4K | 0.00% | −207−59.8% | Reduced |
| Rise Advisors, LLC | 144 | $19.1K | 0.01% | +1+0.7% | Added |
| Westside Investment Management, Inc. | 160 | $21.1K | 0.00% | +80+100.0% | Added |
| Alpine Bank Wealth Management | 162 | $21.5K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 167 | $22.0K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 169 | $22.4K | 0.00% | 00.0% | Unchanged |
| First Horizon Corp | 169 | $22.4K | 0.00% | +169 | New |
| Barrow Hanley Mewhinney & Strauss LLC | 173 | $22.9K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 174 | $23.0K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 187 | $24.8K | 0.00% | −22−10.5% | Reduced |
| Gen-Wealth Partners Inc | 196 | $26.0K | 0.01% | 00.0% | Unchanged |
| Maseco LLP | 200 | $26.5K | 0.00% | +1+0.5% | Added |
| Root Financial Partners, LLC | 203 | $26.9K | 0.00% | +203 | New |
| Wealthspire Advisors, LLC | 213 | $28.2K | 0.00% | +213 | New |
| Raleigh Capital Management Inc. | 216 | $28.6K | 0.01% | −10−4.4% | Reduced |
| Park Place Capital Corp | 232 | $30.7K | 0.01% | 00.0% | Unchanged |
| Private Trust Co NA | 246 | $32.6K | 0.00% | −36−12.8% | Reduced |
| Whittier Trust Co | 255 | $33.3K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 289 | $38.3K | 0.00% | 00.0% | Unchanged |
| Richardson Financial Services Inc. | 312 | $41.3K | 0.03% | +134+75.3% | Added |
| Quent Capital, LLC | 312 | $41.3K | 0.00% | +312 | New |
| State of Wyoming | 320 | $42.4K | 0.00% | −8−2.4% | Reduced |
| REAP Financial Group, LLC | 321 | $42.6K | 0.01% | +25+8.4% | Added |
| Millstone Evans Group, LLC | 348 | $46.1K | 0.03% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 356 | $47.2K | 0.00% | −36−9.2% | Reduced |
| Hantz Financial Services, Inc. | 396 | $52.0K | 0.00% | +288+266.7% | Added |
| EverSource Wealth Advisors, LLC | 395 | $52.3K | 0.00% | −5−1.3% | Reduced |
| Covestor Ltd | 408 | $54.0K | 0.03% | −91−18.2% | Reduced |
| Acadian Asset Management LLC | 433 | $57.0K | 0.00% | 00.0% | Unchanged |
| Ci Investments Inc. | 436 | $58.0K | 0.00% | −110−20.1% | Reduced |
| Advisory Services Network, LLC | 465 | $61.6K | 0.00% | +465 | New |
| BI Asset Management Fondsmaeglerselskab A/S | 473 | $63.0K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 485 | $64.2K | 0.00% | −93−16.1% | Reduced |