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 |
|---|---|---|---|---|---|
| Mount Yale Investment Advisors, LLC | 2,604 | $344.9K | 0.02% | +43+1.7% | Added |
| Gallagher Fiduciary Advisors, LLC | 2,530 | $335.1K | 0.01% | +68+2.8% | Added |
| MeadowBrook Investment Advisors LLC | 2,470 | $327.1K | 0.28% | −442−15.2% | Reduced |
| Paulson Wealth Management Inc. | 2,454 | $325.0K | 0.08% | 00.0% | Unchanged |
| Journey Strategic Wealth LLC | 2,444 | $323.7K | 0.01% | −73−2.9% | Reduced |
| Walleye Trading LLC | 2,442 | $323.4K | 0.01% | +2,442 | New |
| Shelton Capital Management | 2,358 | $312.3K | 0.01% | 00.0% | Unchanged |
| Profund Advisors LLC | 2,334 | $309.1K | 0.01% | −60−2.5% | Reduced |
| Burney Co | 2,320 | $307.3K | 0.01% | 00.0% | Unchanged |
| Capstone Financial Advisors, Inc. | 2,299 | $304.5K | 0.02% | 00.0% | Unchanged |
| Prudential PLC | 2,223 | $294.4K | 0.00% | +2,223 | New |
| West Michigan Advisors, LLC | 2,214 | $293.3K | 0.07% | −8−0.4% | Reduced |
| Chicago Wealth Management, Inc. | 2,161 | $286.2K | 0.12% | 00.0% | Unchanged |
| Headlands Technologies LLC | 2,107 | $279.1K | 0.02% | +2,107 | New |
| Venturi Wealth Management, LLC | 2,100 | $278.1K | 0.01% | 00.0% | Unchanged |
| RSM US Wealth Management LLC | 2,052 | $271.8K | 0.00% | −4,326−67.8% | Reduced |
| Rehmann Capital Advisory Group | 2,043 | $270.6K | 0.01% | +328+19.1% | Added |
| SRS Capital Advisors, Inc. | 2,032 | $269.2K | 0.00% | +1,423+233.7% | Added |
| Beverly Hills Private Wealth, LLC | 2,030 | $268.9K | 0.05% | −72−3.4% | Reduced |
| Chicago Capital, LLC | 2,024 | $268.1K | 0.01% | 00.0% | Unchanged |
| Hamilton Capital Partners Inc. | 2,024 | $268.1K | 0.01% | 00.0% | Unchanged |
| KBC Group NV | 2,007 | $266.0K | 0.00% | 00.0% | Unchanged |
| Perfromance Wealth Partners, LLC | 2,000 | $264.9K | 0.01% | +2,000 | New |
| Csenge Advisory Group | 1,960 | $259.6K | 0.01% | +1,960 | New |
| Westover Capital Advisors, LLC | 1,959 | $259.4K | 0.05% | 00.0% | Unchanged |
| Beirne Wealth Consulting Services, LLC | 1,954 | $258.9K | 0.06% | +1,954 | New |
| Oppenheimer & Co Inc | 1,953 | $258.7K | 0.00% | −413−17.5% | Reduced |
| Fulton Bank, N.A. | 1,935 | $256.3K | 0.01% | −98−4.8% | Reduced |
| Global Retirement Partners, LLC | 1,928 | $255.3K | 0.01% | +349+22.1% | Added |
| CIBC Asset Management Inc | 1,920 | $254.3K | 0.00% | 00.0% | Unchanged |
| Park National Corp | 1,897 | $251.2K | 0.01% | +1,897 | New |
| Ritholtz Wealth Management | 1,887 | $249.9K | 0.00% | +1,887 | New |
| Fifth Third Wealth Advisors LLC | 1,861 | $246.5K | 0.01% | +9+0.5% | Added |
| Flynn Zito Capital Management, LLC | 1,830 | $242.4K | 0.09% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 1,828 | $242.1K | 0.01% | −243−11.7% | Reduced |
| PFG Advisors | 1,825 | $241.7K | 0.01% | −115−5.9% | Reduced |
| Graham Capital Management, L.P. | 1,822 | $241.3K | 0.01% | +1,822 | New |
| American Trust | 1,800 | $238.4K | 0.02% | −218−10.8% | Reduced |
| Financial Advisory Corp | 1,724 | $228.3K | 0.03% | 00.0% | Unchanged |
| Fort Sheridan Advisors LLC | 1,716 | $227.3K | 0.03% | +51+3.1% | Added |
| Inceptionr LLC | 1,711 | $226.6K | 0.05% | +1,711 | New |
| Bessemer Group Inc | 1,700 | $225.0K | 0.00% | +1,100+183.3% | Added |
| GAMMA Investing LLC | 1,678 | $222.2K | 0.01% | +287+20.6% | Added |
| Syon Capital LLC | 1,653 | $218.9K | 0.01% | +1,653 | New |
| Drive Wealth Management, LLC | 1,636 | $216.6K | 0.05% | +5+0.3% | Added |
| QRG Capital Management, Inc. | 1,621 | $214.7K | 0.00% | +1,621 | New |
| Phillips Wealth Planners LLC | 1,617 | $214.5K | 0.18% | −16−1.0% | Reduced |
| Riverpoint Wealth Management Holdings, LLC | 1,599 | $211.8K | 0.05% | +1,599 | New |
| Brevan Howard Capital Management LP | 1,596 | $211.4K | 0.00% | +1,596 | New |
| LVZ Advisors, Inc. | 1,565 | $207.3K | 0.02% | +1,565 | New |
| TSFG, LLC | 1,560 | $207.0K | 0.03% | 00.0% | Unchanged |
| Meiji Yasuda Asset Management Co Ltd. | 1,556 | $206.1K | 0.01% | +1,556 | New |
| Atomi Financial Group, Inc. | 1,521 | $201.4K | 0.01% | +1,521 | New |
| Cornerstone National Bank & Trust Co | 1,500 | $198.7K | 0.08% | 00.0% | Unchanged |
| CWM, LLC | 1,458 | $193.0K | 0.00% | +60+4.3% | Added |
| IFP Advisors, Inc | 1,445 | $191.4K | 0.00% | +16+1.1% | Added |
| Shell Asset Management Co | 1,346 | $178.0K | 0.02% | −1,635−54.8% | Reduced |
| TD Private Client Wealth LLC | 1,232 | $163.2K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 1,024 | $137.2K | 0.00% | +71+7.5% | Added |
| DHJJ Financial Advisors, Ltd. | 1,033 | $136.8K | 0.05% | 00.0% | Unchanged |
| LRI Investments, LLC | 1,029 | $136.3K | 0.01% | −355−25.7% | Reduced |
| Umb Bank N A | 990 | $131.1K | 0.00% | +12+1.2% | Added |
| Versant Capital Management, Inc | 982 | $130.1K | 0.02% | +7+0.7% | Added |
| Whittier Trust Co of Nevada Inc | 896 | $116.8K | 0.00% | 00.0% | Unchanged |
| Icon Wealth Advisors, LLC | 851 | $112.7K | 0.01% | −1−0.1% | Reduced |
| Parkside Financial Bank & Trust | 825 | $109.3K | 0.01% | −189−18.6% | Reduced |
| Danske Bank A/S | 800 | $106.0K | 0.00% | −65−7.5% | Reduced |
| Farther Finance Advisors, LLC | 800 | $105.9K | 0.00% | +199+33.1% | Added |
| MAI Capital Management | 791 | $104.8K | 0.00% | −37−4.5% | Reduced |
| Plante Moran Financial Advisors, LLC | 685 | $90.7K | 0.01% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 673 | $89.2K | 0.01% | +190+39.3% | Added |
| Trust Co of Vermont | 626 | $82.9K | 0.00% | −70−10.1% | Reduced |
| GWM Advisors LLC | 588 | $77.9K | 0.00% | +2+0.3% | Added |
| Allworth Financial LP | 584 | $77.3K | 0.00% | +134+29.8% | Added |
| Reyes Financial Architecture, Inc. | 563 | $74.6K | 0.05% | −26−4.4% | Reduced |
| HM Payson & Co | 550 | $72.8K | 0.00% | +550 | New |
| Johnson Financial Group, Inc. | 538 | $71.3K | 0.00% | +538 | New |
| Nomura Asset Management Co Ltd | 520 | $68.9K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 485 | $64.2K | 0.00% | −93−16.1% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 473 | $63.0K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 465 | $61.6K | 0.00% | +465 | New |
| Ci Investments Inc. | 436 | $58.0K | 0.00% | −110−20.1% | Reduced |
| Acadian Asset Management LLC | 433 | $57.0K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 408 | $54.0K | 0.03% | −91−18.2% | Reduced |
| EverSource Wealth Advisors, LLC | 395 | $52.3K | 0.00% | −5−1.3% | Reduced |
| Hantz Financial Services, Inc. | 396 | $52.0K | 0.00% | +288+266.7% | Added |
| Parallel Advisors, LLC | 356 | $47.2K | 0.00% | −36−9.2% | Reduced |
| Millstone Evans Group, LLC | 348 | $46.1K | 0.03% | 00.0% | Unchanged |
| REAP Financial Group, LLC | 321 | $42.6K | 0.01% | +25+8.4% | Added |
| State of Wyoming | 320 | $42.4K | 0.00% | −8−2.4% | Reduced |
| Richardson Financial Services Inc. | 312 | $41.3K | 0.03% | +134+75.3% | Added |
| Quent Capital, LLC | 312 | $41.3K | 0.00% | +312 | New |
| Massmutual Trust Co FSB | 289 | $38.3K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 255 | $33.3K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 246 | $32.6K | 0.00% | −36−12.8% | Reduced |
| Park Place Capital Corp | 232 | $30.7K | 0.01% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 216 | $28.6K | 0.01% | −10−4.4% | Reduced |
| Wealthspire Advisors, LLC | 213 | $28.2K | 0.00% | +213 | New |
| Root Financial Partners, LLC | 203 | $26.9K | 0.00% | +203 | New |
| Maseco LLP | 200 | $26.5K | 0.00% | +1+0.5% | Added |