Wintrust Financial (WTFC) Institutional Ownership

$102.92
+1.24 (+1.22%)
(As of 05/14/2024 ET)

Institutional Ownership Changes (13F Filings) for Wintrust Financial (NASDAQ:WTFC)

Current
Institutional Ownership
Percentage
93.48%
Number of
Institutional Buyers
(last 12 months)
192
Total
Institutional Inflows
(last 12 months)
$748.73M
Number of
Institutional Sellers
(last 12 months)
139
Total
Institutional Outflows
(last 12 months)
$324.89M
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WTFC Institutional Buying and Selling by Quarter

Wintrust Financial Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/15/2024Keeley Teton Advisors LLC54,845$5.73M0.7%-2.3%0.089%
5/14/2024Westwood Holdings Group Inc.186,225$19.44M0.2%+17.4%0.302%
5/14/2024Capital International Investors1,638,085$171M0.0%+4.6%2.653%
5/14/2024Stieven Capital Advisors L.P.216,060$22.56M4.7%-15.5%0.350%
5/14/2024Shell Asset Management Co.3,859$403K0.0%-3.4%0.006%
5/14/2024Burns Matteson Capital Management LLC3,803$397K0.2%N/A0.006%
5/14/2024MQS Management LLC3,290$343K0.2%-21.6%0.005%
5/14/2024 Pitcairn Co.6,794$709K0.0%-1.7%0.011%
5/14/2024 CANADA LIFE ASSURANCE Co49,850$5.21M0.0%+2.3%0.081%
5/14/2024 American International Group Inc.81,055$8.46M0.0%-2.0%0.131%
5/13/2024 Clearbridge Investments LLC243,751$25.45M0.0%-5.7%0.395%
5/13/2024 O Shaughnessy Asset Management LLC3,221$336K0.0%+10.1%0.005%
5/11/2024 Covestor Ltd885$92K0.1%-15.4%0.001%
5/10/2024 Vanguard Group Inc.6,452,753$673.60M0.0%+3.9%10.451%
5/10/2024 Westfield Capital Management Co. LP313,937$32.77M0.2%-6.9%0.508%
5/9/2024 Blair William & Co. IL19,414$2.03M0.0%-1.0%0.031%
5/9/2024 Orion Portfolio Solutions LLC36,507$3.81M0.0%+70.0%0.059%
5/9/2024 Lord Abbett & CO. LLC288,119$30.08M0.1%-4.5%0.467%
5/9/2024 SageView Advisory Group LLC2,600$271K0.0%N/A0.004%
5/9/2024 State Board of Administration of Florida Retirement System38,848$4.06M0.0%-44.8%0.063%
5/8/2024 BNP PARIBAS ASSET MANAGEMENT Holding S.A.127,567$13.32M0.0%+5.9%0.207%
5/8/2024 Entropy Technologies LP3,576$373K0.0%-4.4%0.006%
5/8/2024 William Blair Investment Management LLC272,197$28.42M0.1%-27.9%0.441%
5/8/2024 ProShare Advisors LLC2,987$312K0.0%-7.3%0.005%
5/8/2024 Global Alpha Capital Management Ltd.343,253$35.83M2.7%-28.3%0.556%
5/8/2024 US Bancorp DE23,740$2.48M0.0%-22.9%0.038%
5/8/2024 Russell Investments Group Ltd.9,174$958K0.0%+7.6%0.015%
5/8/2024 Rosenthal Henry Capital Advisors Inc.36,849$3.85M5.2%-2.0%0.060%
5/8/2024 Inspire Investing LLC3,423$357K0.0%-17.1%0.006%
5/7/2024 Sei Investments Co.118,312$12.35M0.0%+23.6%0.192%
5/7/2024Susquehanna Portfolio Strategies LLC70,075$7.32M0.2%-5.0%0.114%
5/7/2024 Swiss National Bank120,867$12.62M0.0%+0.2%0.196%
5/7/2024 Oppenheimer Asset Management Inc.15,729$1.64M0.0%+15.2%0.025%
5/7/2024 Oppenheimer & Co. Inc.4,876$509K0.0%-86.9%0.008%
5/7/2024 Mesirow Institutional Investment Management Inc.109,826$11.47M1.0%-20.4%0.178%
5/7/2024 SG Americas Securities LLC6,791$709K0.0%-61.8%0.011%
5/6/2024 Envestnet Portfolio Solutions Inc.4,702$491K0.0%+17.2%0.008%
5/6/2024 Texas Permanent School Fund Corp53,593$5.60M0.0%+1.4%0.087%
5/3/2024 GSA Capital Partners LLP5,672$592K0.0%-7.5%0.009%
5/3/2024 Comprehensive Financial Consultants Institutional Inc.9,698$1.01M0.4%+5.3%0.016%
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5/3/2024 Whittier Trust Co.578$60K0.0%+138.8%0.001%
5/2/2024 Jennison Associates LLC375,800$39.23M0.0%-37.0%0.609%
5/2/2024 Mutual of America Capital Management LLC105,018$10.96M0.1%+4.9%0.170%
5/1/2024 Capstone Investment Advisors LLC8,877$927K0.0%+176.0%0.014%
5/1/2024 Janney Montgomery Scott LLC7,920$827K0.0%+29.8%0.013%
5/1/2024 BNP Paribas Financial Markets4,768$498K0.0%-45.6%0.008%
5/1/2024 Flynn Zito Capital Management LLC1,951$204K0.1%N/A0.003%
4/30/2024 Retirement Systems of Alabama76,896$8.03M0.0%+0.3%0.125%
4/30/2024 North Star Investment Management Corp.29,964$3.13M0.2%-35.2%0.049%
4/30/2024Concord Wealth Partners250$26K0.0%N/A0.000%
4/30/2024 Vest Financial LLC8,494$887K0.0%+233.4%0.014%
4/30/2024 Allspring Global Investments Holdings LLC190,416$19.88M0.0%+157.6%0.308%
4/30/2024Commonwealth Equity Services LLC8,834$922K0.0%-2.6%0.014%
4/29/2024 Principal Financial Group Inc.1,330,263$138.87M0.1%+54.6%2.155%
4/29/2024 Schaper Benz & Wise Investment Counsel Inc. WI5,157$538K0.0%N/A0.008%
4/26/2024 Securian Asset Management Inc.4,979$520K0.0%-4.0%0.008%
4/26/2024 Yousif Capital Management LLC27,816$2.90M0.0%-2.2%0.045%
4/26/2024 Peregrine Capital Management LLC82,300$8.59M0.2%-5.7%0.133%
4/25/2024 Shaker Investments LLC OH34,256$3.58M1.5%+0.3%0.055%
4/25/2024 New York State Teachers Retirement System93,305$9.74M0.0%-1.1%0.151%
4/23/2024 Louisiana State Employees Retirement System17,600$1.84M0.0%+2.3%0.029%
4/23/2024 Amalgamated Bank41,471$4.33M0.0%-3.7%0.067%
4/23/2024 Hunter Perkins Capital Management LLC6,400$668K0.1%N/A0.010%
4/23/2024 Raymond James Financial Services Advisors Inc.50,586$5.28M0.0%-22.9%0.082%
4/22/2024 Raymond James & Associates202,381$21.13M0.0%+46.5%0.328%
4/19/2024 Leeward Investments LLC MA262,031$27.35M1.2%-4.1%0.424%
4/18/2024 State of Michigan Retirement System15,063$1.57M0.0%+2.7%0.024%
4/18/2024 Allspring Global Investments Holdings LLC190,416$19.88M0.0%+157.6%0.308%
4/18/2024 Oliver Luxxe Assets LLC9,290$970K0.2%+1.7%0.015%
4/17/2024 MPS Loria Financial Planners LLC3,997$417K0.1%-4.4%0.006%
4/16/2024 Trifecta Capital Advisors LLC1,229$128K0.0%-60.0%0.002%
4/16/2024 Hennessy Advisors Inc.16,000$1.67M0.1%-40.7%0.026%
4/16/2024 Wealth Enhancement Advisory Services LLC6,234$651K0.0%+8.7%0.010%
4/12/2024 CHICAGO TRUST Co NA21,107$2.20M0.5%+15.7%0.034%
4/11/2024 Opal Wealth Advisors LLC254$27K0.0%N/A0.000%
4/11/2024 DHJJ Financial Advisors Ltd.488$51K0.0%+70.0%0.001%
4/11/2024 Congress Asset Management Co. MA91,681$9.57M0.1%-2.5%0.148%
4/10/2024 Park Avenue Securities LLC6,620$691K0.0%+17.8%0.011%
4/9/2024 Alaska Permanent Fund Corp29,355$3.06M0.0%-8.8%0.048%
4/3/2024 Reinhart Partners LLC.731,345$76.35M3.1%+2.1%1.178%
3/29/2024Kapitalo Investimentos Ltda645$60K0.0%N/A0.001%
3/26/2024HighPoint Advisor Group LLC3,834$385K0.0%N/A0.006%
3/25/2024Quadrature Capital Ltd7,351$681K0.0%N/A0.012%
3/22/2024 PNC Financial Services Group Inc.5,745$533K0.0%+84.0%0.009%
3/14/2024 Hennessy Advisors Inc.27,000$2.50M0.1%-20.6%0.043%
3/11/2024 Vanguard Group Inc.6,208,585$575.85M0.0%+0.1%9.998%
3/8/2024 Trust Co. of Vermont800$74K0.0%-20.0%0.001%
3/5/2024 Fisher Asset Management LLC502,287$46.59M0.0%-21.5%0.809%
3/5/2024Wellington Management Group LLP546,973$50.73M0.0%-23.1%0.881%
2/28/2024 American International Group Inc.82,712$7.67M0.0%-4.1%0.135%
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2/26/2024Virtu Financial LLC2,518$234K0.0%N/A0.004%
2/26/2024Teachers Retirement System of The State of Kentucky19,865$1.84M0.0%-4.8%0.032%
2/21/2024American Trust2,279$211K0.0%N/A0.004%
2/15/2024 BHZ Capital Management LP14,589$1.35M0.7%-43.0%0.024%
2/15/2024C M Bidwell & Associates Ltd.829$77K0.1%N/A0.001%
2/14/2024Mairs & Power Inc.151,765$14.08M0.1%-8.2%0.248%
2/14/2024Chicago Wealth Management Inc.2,161$200K0.1%N/A0.004%
2/14/2024Frontier Capital Management Co. LLC538,489$49.95M0.5%+13.8%0.879%
2/14/2024Westwood Holdings Group Inc.158,565$14.71M0.1%-11.6%0.259%
2/13/2024 American International Group Inc.82,712$7.67M0.0%-4.1%0.135%
(Data available from 1/1/2016 forward)

WTFC Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of WTFC shares?

During the previous two years, 375 institutional investors and hedge funds held shares of Wintrust Financial. The most heavily invested institutionals were Vanguard Group Inc. ($673.60M), BlackRock Inc. ($473.61M), FMR LLC ($351.18M), Dimensional Fund Advisors LP ($265.83M), Victory Capital Management Inc. ($171.00M), Capital International Investors ($171M), and Principal Financial Group Inc. ($138.87M).Learn more on WTFC's institutional investors.

What percentage of Wintrust Financial stock is owned by institutional investors?

93.48% of Wintrust Financial stock is owned by institutional investors. Learn more on WTFC's institutional investor holdings.

Which institutional investors have been buying Wintrust Financial stock?

Of the 310 institutional investors that purchased Wintrust Financial stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Premier Fund Managers Ltd ($1.59M), Principal Financial Group Inc. ($1.17M), Capital International Investors ($909.97K), FMR LLC ($880.43K), Channing Capital Management LLC ($678.04K), Norges Bank ($667.37K), and Strategic Wealth Investment Group LLC ($509.22K).

How much institutional buying is happening at Wintrust Financial?

Institutional investors have bought a total of 17,914,147 shares in the last 24 months. This purchase volume represents approximately $1.48B in transactions.

Which Wintrust Financial major shareholders have been selling company stock?

Of the 211 institutional investors that sold Wintrust Financial stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Jennison Associates LLC ($714.44K), Victory Capital Management Inc. ($625.88K), Premier Fund Managers Ltd ($585.00K), Massachusetts Financial Services Co. MA ($489.75K), Fisher Asset Management LLC ($332.50K), Wellington Management Group LLP ($322.16K), and North Reef Capital Management LP ($316.68K).

How much institutional selling is happening at Wintrust Financial?

Institutional investors have sold a total of 9,032,791 shares in the last 24 months. This volume of shares sold represents approximately $737.21M in transactions.


This page (NASDAQ:WTFC) was last updated on 5/15/2024 by MarketBeat.com Staff

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