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Wintrust Financial (WTFC) Institutional Ownership

Wintrust Financial logo
$142.84 -0.65 (-0.45%)
As of 11:40 AM Eastern
This is a fair market value price provided by Massive. Learn more.
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Institutional Ownership Changes (13F Filings) for Wintrust Financial (NASDAQ:WTFC)

Current
Institutional Ownership
Percentage
93.48%
Number of
Institutional Buyers
(last 12 months)
317
Total
Institutional Inflows
(last 12 months)
$2.67B
Number of
Institutional Sellers
(last 12 months)
196
Total
Institutional Outflows
(last 12 months)
$822.96M
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WTFC Institutional Buying and Selling by Quarter

Wintrust Financial Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
9/23/2026QRG Capital Management Inc.3,172$510K0.0%+18.0%0.005%
9/23/2026Envestnet Portfolio Solutions Inc.3,426$551K0.0%+5.2%0.005%
9/9/2026Junto Capital Management LP292,590$47.03M0.8%-17.9%0.434%
9/9/2026Integrated Wealth Concepts LLC2,214$356K0.0%-38.3%0.003%
9/9/2026NewEdge Advisors LLC1,764$283K0.0%+15.2%0.003%
9/9/2026Squarepoint Ops LLC2,338$376K0.0%N/A0.003%
9/8/2026Arizona State Retirement System18,562$2.98M0.0%+0.9%0.028%
9/8/2026Nykredit A S2,783$447K0.0%N/A0.004%
9/4/2026Parkside Financial Bank & Trust1,225$197K0.0%+23.5%0.002%
8/27/2026Corient Private Wealth LP56,983$9.16M0.0%+12.2%0.084%
8/26/2026Amundi4,605$740K0.0%-95.9%0.007%
8/26/2026HighTower Advisors LLC36,483$5.86M0.0%+90.4%0.054%
8/25/2026VIRGINIA RETIREMENT SYSTEMS ET Al8,643$1.39M0.0%N/A0.013%
8/23/2026Wedmont Private Capital1,430$231K0.0%N/A0.002%
8/23/2026HB Wealth Management LLC2,072$333K0.0%+4.6%0.003%
8/22/2026Strive Financial Group LLC1,510$243K0.1%+374.8%0.002%
8/22/2026Syon Capital LLC2,607$419K0.0%+8.5%0.004%
8/22/2026Concurrent Investment Advisors LLC11,448$1.84M0.0%+1.3%0.017%
8/21/2026AXQ Capital LP7,724$1.24M0.1%N/A0.011%
8/21/2026iSAM Funds UK Ltd5,100$820K0.6%-8.9%0.008%
8/21/2026Continuum Advisory LLC597$96K0.0%N/A0.001%
8/21/2026Nykredit A S2,783$447K0.0%N/A0.004%
8/21/2026Coppell Advisory Solutions LLC2,905$467K0.1%N/A0.004%
8/20/2026Rehmann Capital Advisory Group2,906$468K0.0%+8.3%0.004%
8/20/2026Headlands Technologies LLC2,521$405K0.0%N/A0.004%
8/20/2026Alyeska Investment Group L.P.345,491$55.53M0.1%+96.3%0.512%
8/20/2026Northwestern Mutual Wealth Management Co.8,184$1.32M0.0%-4.9%0.012%
8/20/2026Greenleaf Trust5,641$907K0.0%+17.7%0.008%
8/19/2026UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC171,220$27.52M0.0%+10.9%0.254%
8/19/2026Hsbc Holdings PLC59,830$9.64M0.0%N/A0.089%
8/19/2026Wellington Management Group LLP584,881$94.00M0.0%-29.7%0.867%
8/18/2026Beacon Pointe Advisors LLC2,837$456K0.0%N/A0.004%
8/18/2026Empowered Funds LLC19,023$3.06M0.0%N/A0.028%
8/18/2026United Capital Financial Advisors LLC5,403$868K0.0%N/A0.008%
8/18/2026Public Employees Retirement System of Ohio60,162$9.67M0.0%N/A0.089%
8/17/2026Pure Financial Advisors LLC2,197$353K0.0%N/A0.003%
8/17/2026Transamerica Financial Advisors LLC263$42K0.0%N/A0.000%
8/17/2026Corient Private Wealth LP57,513$9.24M0.0%N/A0.085%
8/17/2026Bank of America Corp DE1,045,426$168.02M0.0%N/A1.549%
8/15/2026Caisse de depot et placement du Quebec2,800$450K0.0%N/A0.004%
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8/15/2026Gallagher Fiduciary Advisors LLC2,719$437K0.0%N/A0.004%
8/15/2026Man Group plc1,948$313K0.0%N/A0.003%
8/15/2026Polar Asset Management Partners Inc.173,415$27.87M0.5%N/A0.257%
8/15/2026Jupiter Topco LLC576,999$92.73M0.0%N/A0.855%
8/14/2026Hsbc Holdings PLC59,830$9.64M0.0%N/A0.089%
8/14/2026EFG International AG36,764$5.91M0.1%N/A0.054%
8/14/2026Canada Pension Plan Investment Board34,500$5.55M0.0%N/A0.051%
8/14/2026Nicholas Investment Partners LP130,326$20.95M1.2%N/A0.193%
8/14/2026Legal & General Group Plc85,940$13.81M0.0%N/A0.127%
8/14/2026The Manufacturers Life Insurance Company46,768$7.52M0.0%N/A0.069%
8/14/2026Fiduciary Financial Advisors642$103K0.0%N/A0.001%
8/13/2026Sanctuary Advisors LLC18,465$2.97M0.0%N/A0.027%
8/13/2026Meiji Yasuda Asset Management Co Ltd.1,545$248K0.0%N/A0.002%
8/13/2026Barrow Hanley Mewhinney & Strauss LLC222$36K0.0%N/A0.000%
8/13/2026Bank of Nova Scotia104,401$16.78M0.0%N/A0.155%
8/12/2026Elevation Point Wealth Partners LLC3,277$527K0.0%N/A0.005%
8/12/2026Commerce Bank2,455$395K0.0%N/A0.004%
8/12/2026Northwestern Mutual Wealth Management Co.8,184$1.32M0.0%N/A0.012%
8/12/2026Evolve Private Wealth LLC2,089$336K0.0%N/A0.003%
8/12/2026Farringdon Capital Ltd.2,144$345K0.2%N/A0.003%
8/12/2026Emerald Investment Advisers LLC81,946$13.17M0.9%N/A0.121%
8/12/2026EP Wealth Advisors LLC4,234$680K0.0%N/A0.006%
8/12/2026Callan Family Office LLC3,140$505K0.0%N/A0.005%
8/11/2026Keating Financial Advisory Services Inc.269$43K0.0%N/A0.000%
8/11/2026Allworth Financial LP697$112K0.0%N/A0.001%
8/11/2026Ceredex Value Advisors LLC81,975$13.18M0.4%N/A0.121%
8/11/2026Advisors Capital Management LLC20,654$3.32M0.0%N/A0.031%
8/11/2026Vise Technologies Inc.4,601$739K0.0%N/A0.007%
8/10/2026Csenge Advisory Group2,334$375K0.0%N/A0.003%
8/10/2026one8zero8 LLC12,600$2.03M0.4%N/A0.019%
8/10/2026NewEdge Wealth LLC1,423$229K0.0%N/A0.002%
8/10/2026Diversify Advisory Services LLC2,637$419K0.0%N/A0.004%
8/8/2026Meeder Advisory Services Inc.1,521$244K0.0%N/A0.002%
8/7/2026BlackRock Inc.6,583,424$1.06B0.0%N/A9.760%
8/7/2026Performance Wealth Partners LLC2,039$328K0.0%N/A0.003%
8/7/2026Deutsche Bank AG51,770$8.32M0.0%N/A0.077%
8/7/2026Perigon Wealth Management LLC2,019$324K0.0%N/A0.003%
8/7/2026Phillips Wealth Planners LLC1,704$275K0.2%N/A0.003%
8/7/2026Trust Co. of Vermont626$101K0.0%N/A0.001%
8/7/2026Mitsubishi UFJ Asset Management Co. Ltd.169$27K0.0%N/A0.000%
8/7/2026OneDigital Investment Advisors LLC4,643$746K0.0%N/A0.007%
8/7/2026Simplicity Wealth LLC5,389$866K0.0%N/A0.008%
8/6/2026Global Retirement Partners LLC3,171$510K0.0%N/A0.005%
8/6/2026Alberta Investment Management Corp28,000$4.50M0.0%N/A0.042%
8/6/2026Bank of New York Mellon Corp574,854$92.39M0.0%N/A0.852%
8/6/2026GSA Capital Partners LLP8,943$1.44M0.1%N/A0.013%
7/10/2026Wedge Capital Management L L P NC17,551$2.82M0.0%-6.6%0.026%
7/10/2026Handelsbanken Fonder AB16,723$2.69M0.0%+7.0%0.025%
7/10/2026Fulton Bank N.A.1,857$298K0.0%-4.5%0.003%
7/9/2026Oliver Luxxe Assets LLC11,375$1.83M0.3%-46.7%0.017%
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7/8/2026Reinhart Partners LLC.527,152$84.73M1.9%+0.5%0.782%
7/8/2026FNY Investment Advisers LLC311$49K0.0%N/A0.000%
7/7/2026GAMMA Investing LLC2,270$365K0.0%+14.0%0.003%
7/2/2026Versant Capital Management Inc1,348$217K0.0%+8.9%0.002%
6/3/2026NewEdge Advisors LLC1,531$213K0.0%-22.0%0.002%
5/26/2026Glenmede Trust Co. NA11,872$1.65M0.0%+2.6%0.018%
5/22/2026Segall Bryant & Hamill LLC94,092$13.07M0.2%N/A0.139%
5/21/2026Vestor Capital LLC23,054$3.20M0.2%+47,929.2%0.034%
5/19/2026Bank of America Corp DE1,018,578$141.52M0.0%-3.1%1.510%
5/19/2026Janus Henderson Group PLC570,819$79.31M0.0%-6.3%0.846%


WTFC Institutional Ownership - Frequently Asked Questions

During the previous two years, 541 institutional investors and hedge funds held shares of Wintrust Financial. The most heavily invested institutionals were BlackRock Inc. ($1.06B), Vanguard Group Inc. ($943.39M), FMR LLC ($623.70M), Dimensional Fund Advisors LP ($375.39M), State Street Corp ($373.97M), First Trust Advisors LP ($254.30M), and Earnest Partners LLC ($201.36M).Learn more on Wintrust Financial's institutional investors.

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

Of the 466 institutional investors that purchased Wintrust Financial's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: BlackRock Inc. ($6.58M), Norges Bank ($2.27M), Earnest Partners LLC ($1.42M), Bank of America Corp DE ($1.38M), Wellington Management Group LLP ($832.35K), First Trust Advisors LP ($825.67K), and Raymond James Financial Inc. ($702.66K).

Institutional investors have bought a total of 17,714,170 shares in the last 24 months. This purchase volume represents approximately $2.67B in transactions.

Of the 196 institutional investors that sold Wintrust Financial's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: First Trust Advisors LP ($547.71K), Victory Capital Management Inc. ($362.90K), Millennium Management LLC ($282.07K), Wellington Management Group LLP ($247.47K), Reinhart Partners LLC. ($226.91K), FIL Ltd ($206.38K), and Azora Capital LP ($202.85K).

Institutional investors have sold a total of 5,928,028 shares in the last 24 months. This volume of shares sold represents approximately $822.96M in transactions.


Related Companies

Institutional ownership data for NASDAQ:WTFC is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 9/23/2026. New 13F filings are added each quarter as they're published.
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