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, Q4 2025
Institutional positions in Wintrust Financial Corp as of Dec 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
- 527
- +56 vs. Q3 2025
- Shares held
- 64.3M
- +625.3K (+1.0%) vs. Q3 2025
- Total value
- $9.00B
- +$569.0M (+6.8%) vs. Q3 2025
- New holders
- 97
- 153 more added
- Sold out
- 41
- 195 more reduced
7 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2025
Shares, value and share of portfolio for each institution holding Wintrust Financial Corp; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Aster Capital Management (DIFC) Ltd | 1,138 | $159.1K | 0.07% | +1,138 | New |
| TD Private Client Wealth LLC | 1,137 | $159.0K | 0.00% | −95−7.7% | Reduced |
| MAI Capital Management | 1,099 | $153.7K | 0.00% | +308+38.9% | Added |
| DHJJ Financial Advisors, Ltd. | 1,033 | $144.4K | 0.05% | 00.0% | Unchanged |
| Umb Bank N A | 1,021 | $142.8K | 0.00% | +31+3.1% | Added |
| Whittier Trust Co of Nevada Inc | 896 | $132.3K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 906 | $126.8K | 0.00% | +550+154.5% | Added |
| Parkside Financial Bank & Trust | 847 | $118.4K | 0.01% | +22+2.7% | Added |
| Quest Partners LLC | 819 | $114.5K | 0.01% | −1,849−69.3% | Reduced |
| Danske Bank A/S | 800 | $111.9K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 763 | $106.7K | 0.01% | −266−25.9% | Reduced |
| Jones Financial Companies LLLP | 741 | $103.6K | 0.00% | −283−27.6% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 718 | $100.4K | 0.01% | +718 | New |
| Plante Moran Financial Advisors, LLC | 685 | $95.8K | 0.01% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 662 | $93.4K | 0.00% | −11−1.6% | Reduced |
| Trust Co of Vermont | 634 | $88.6K | 0.00% | +8+1.3% | Added |
| Allworth Financial LP | 579 | $81.0K | 0.00% | −5−0.9% | Reduced |
| Reyes Financial Architecture, Inc. | 558 | $78.0K | 0.05% | −5−0.9% | Reduced |
| Hantz Financial Services, Inc. | 555 | $78.0K | 0.00% | +159+40.2% | Added |
| Nomura Asset Management Co Ltd | 520 | $72.7K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 479 | $67.0K | 0.00% | +167+53.5% | Added |
| Acadian Asset Management LLC | 433 | $60.0K | 0.00% | 00.0% | Unchanged |
| Torren Management, LLC | 381 | $53.3K | 0.03% | +381 | New |
| REAP Financial Group, LLC | 373 | $52.1K | 0.01% | +52+16.2% | Added |
| Richardson Financial Services Inc. | 366 | $51.2K | 0.03% | +54+17.3% | Added |
| SHP Wealth Management | 353 | $49.3K | 0.00% | +353 | New |
| Millstone Evans Group, LLC | 348 | $48.7K | 0.03% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 326 | $45.6K | 0.00% | −69−17.5% | Reduced |
| Wellington-Altus USA Inc. | 316 | $44.2K | 0.03% | +316 | New |
| Ancora Advisors, LLC | 302 | $42.2K | 0.00% | +207+217.9% | Added |
| Los Angeles Capital Management LLC | 319 | $40.7K | 0.00% | +319 | New |
| Strive Financial Group ,LLC | 279 | $39.0K | 0.02% | +279 | New |
| Covestor Ltd | 276 | $39.0K | 0.02% | −132−32.4% | Reduced |
| Private Trust Co NA | 276 | $38.6K | 0.00% | +30+12.2% | Added |
| Whittier Trust Co | 255 | $37.6K | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 250 | $35.0K | 0.00% | +250 | New |
| Root Financial Partners, LLC | 245 | $34.3K | 0.00% | +42+20.7% | Added |
| Harbour Investments, Inc. | 240 | $33.6K | 0.00% | +101+72.7% | Added |
| Park Place Capital Corp | 232 | $32.4K | 0.01% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 229 | $32.0K | 0.00% | +160+231.9% | Added |
| Massmutual Trust Co FSB | 225 | $31.5K | 0.00% | −64−22.1% | Reduced |
| Elyxium Wealth, LLC | 225 | $31.5K | 0.01% | +225 | New |
| Raleigh Capital Management Inc. | 210 | $29.4K | 0.01% | −6−2.8% | Reduced |
| Maseco LLP | 201 | $28.1K | 0.00% | +1+0.5% | Added |
| NBC Securities, Inc. | 187 | $26.1K | 0.00% | 00.0% | Unchanged |
| Barrow Hanley Mewhinney & Strauss LLC | 173 | $24.2K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 169 | $24.1K | 0.00% | 00.0% | Unchanged |
| Hilton Head Capital Partners, LLC | 168 | $23.5K | 0.01% | +168 | New |
| Bell Investment Advisors, Inc | 166 | $23.2K | 0.00% | +62+59.6% | Added |
| Capital Advisors, Ltd. LLC | 167 | $23.0K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 160 | $22.8K | 0.00% | 00.0% | Unchanged |
| Gen-Wealth Partners Inc | 150 | $21.0K | 0.01% | −46−23.5% | Reduced |
| Key Financial Inc | 139 | $19.4K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 133 | $19.3K | 0.00% | 00.0% | Unchanged |
| SageView Advisory Group, LLC | 136 | $19.0K | 0.00% | +136 | New |
| Cullen/Frost Bankers, Inc. | 133 | $18.7K | 0.00% | +26+24.3% | Added |
| Basepoint Wealth LLC | 133 | $18.6K | 0.01% | +133 | New |
| Peregrine Capital Management LLC | 126 | $17.6K | 0.00% | +1+0.8% | Added |
| Spire Wealth Management | 123 | $17.2K | 0.00% | +123 | New |
| WPG Advisers, LLC | 120 | $16.8K | 0.01% | −6−4.8% | Reduced |
| CoreCap Advisors, LLC | 115 | $16.1K | 0.00% | +29+33.7% | Added |
| Private Wealth Asset Management, LLC | 114 | $15.9K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 105 | $15.3K | 0.00% | −42,301−99.8% | Reduced |
| First Horizon Corp | 93 | $13.0K | 0.00% | −76−45.0% | Reduced |
| Transamerica Financial Advisors, Inc. | 91 | $12.8K | 0.00% | +21+30.0% | Added |
| True Wealth Design, LLC | 86 | $12.0K | 0.00% | +6+7.5% | Added |
| Basecamp Wealth Advisors LLC | 85 | $11.9K | 0.00% | +85 | New |
| Brown Brothers Harriman & Co | 74 | $10.3K | 0.00% | −100−57.5% | Reduced |
| JFS Wealth Advisors, LLC | 72 | $10.1K | 0.00% | +22+44.0% | Added |
| Private Wealth Management Group, LLC | 71 | $9.93K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 66 | $9.23K | 0.00% | +66 | New |
| Sound Income Strategies, LLC | 58 | $8.43K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 59 | $8.25K | 0.00% | +3+5.4% | Added |
| Strategic Wealth Partners, Ltd. | 56 | $7.83K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 55 | $7.69K | 0.00% | −80−59.3% | Reduced |
| Signature Equity Partners, LLC | 52 | $7.32K | 0.00% | +52 | New |
| Cape Investment Advisory, Inc. | 51 | $7.13K | 0.00% | +21+70.0% | Added |
| Wolff Wiese Magana LLC | 48 | $6.71K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 47 | $6.57K | 0.00% | +18+62.1% | Added |
| Elevated Capital Advisors, LLC | 47 | $6.57K | 0.00% | +47 | New |
| High Note Wealth, LLC | 46 | $6.43K | 0.00% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 45 | $6.29K | 0.00% | −45−50.0% | Reduced |
| N.E.W. Advisory Services LLC | 44 | $6.15K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 39 | $5.50K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 37 | $5.17K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 36 | $5.00K | 0.00% | +4+12.5% | Added |
| Geneos Wealth Management Inc. | 35 | $4.89K | 0.00% | +35 | New |
| Highline Wealth Partners LLC | 33 | $4.61K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 32 | $4.47K | 0.00% | +4+14.3% | Added |
| Rosenberg Matthew Hamilton | 31 | $4.33K | 0.00% | 00.0% | Unchanged |
| Bravera Wealth | 31 | $4.33K | 0.00% | +31 | New |
| Motiv8 Investments LLC | 32 | $4.00K | 0.00% | +32 | New |
| Bogart Wealth, LLC | 22 | $3.08K | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 22 | $3.08K | 0.00% | +9+69.2% | Added |
| Raffa Wealth Management, LLC | 20 | $2.80K | 0.00% | 00.0% | Unchanged |
| Sunrise Financial Services, LLC | 18 | $2.52K | 0.00% | +18 | New |
| Westfuller Advisors, LLC | 17 | $2.41K | 0.00% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 17 | $2.38K | 0.00% | +17 | New |
| ORG Partners LLC | 16 | $2.24K | 0.00% | +16 | New |
| DiNuzzo Private Wealth, Inc. | 14 | $1.96K | 0.00% | 00.0% | Unchanged |