Wintrust Financial (WTFC) Institutional Ownership

$100.13
+0.25 (+0.25%)
(As of 04/24/2024 ET)

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

Current
Institutional Ownership
Percentage
93.48%
Number of
Institutional Buyers
(last 12 months)
207
Total
Institutional Inflows
(last 12 months)
$785.18M
Number of
Institutional Sellers
(last 12 months)
138
Total
Institutional Outflows
(last 12 months)
$349.93M
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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
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%
3/22/2024PNC 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%
3/11/2024Vanguard Group Inc.6,208,585$575.85M0.0%+0.1%9.998%
3/8/2024Trust Co. of Vermont800$74K0.0%-20.0%0.001%
3/5/2024Fisher 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%
2/28/2024American International Group Inc.82,712$7.67M0.0%-4.1%0.135%
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%
2/15/2024BHZ 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%
2/13/2024American International Group Inc.82,712$7.67M0.0%-4.1%0.135%
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2/13/2024Keeley Teton Advisors LLC56,140$5.21M0.7%-6.5%0.092%
2/13/2024Oppenheimer & Co. Inc.37,319$3.46M0.1%-2.3%0.061%
2/13/2024Capital International Investors1,566,003$145.25M0.0%+79.5%2.557%
2/13/2024First Trust Advisors LP519,553$48.19M0.1%+15.3%0.848%
2/13/2024CIBC Private Wealth Group LLC11,770$1.09M0.0%-7.0%0.019%
2/13/2024Rafferty Asset Management LLC87,293$8.10M0.0%+32.8%0.143%
2/13/2024KBC Group NV10,866$1.01M0.0%+15.2%0.018%
2/13/2024Campbell & CO Investment Adviser LLC13,791$1.28M0.1%N/A0.023%
2/13/2024California State Teachers Retirement System64,668$6.00M0.0%-4.4%0.106%
2/13/2024Paulson Wealth Management Inc.2,422$225K0.1%N/A0.004%
2/12/2024Alberta Investment Management Corp32,113$2.98M0.0%+61.0%0.052%
2/12/2024Alpha DNA Investment Management LLC5,760$534K0.2%N/A0.009%
2/12/2024Capstone Investment Advisors LLC3,216$298K0.0%+10.7%0.005%
2/12/2024 Oliver Luxxe Assets LLC9,133$847K0.2%+44.9%0.015%
2/12/2024TFO Wealth Partners LLC3,173$278K0.0%+105,666.7%0.005%
2/12/2024Treasurer of the State of North Carolina26,973$2.50M0.0%+1.0%0.044%
2/12/2024Allianz Asset Management GmbH51,674$4.79M0.0%+21.8%0.084%
2/12/2024Parallel Advisors LLC333$31K0.0%-43.5%0.001%
2/9/2024Westfield Capital Management Co. LP337,107$31.27M0.2%N/A0.550%
2/9/2024Johnson Financial Group Inc.267$25K0.0%N/A0.000%
2/9/2024Orion Portfolio Solutions LLC21,479$2.01M0.0%-6.5%0.035%
2/9/2024US Bancorp DE30,804$2.86M0.0%-12.9%0.050%
2/9/2024Journey Strategic Wealth LLC2,198$204K0.0%N/A0.004%
2/9/2024Assetmark Inc.2,106$195K0.0%+210,500.0%0.003%
2/9/2024GW&K Investment Management LLC517,369$47.99M0.4%-3.4%0.845%
2/9/2024Corient Private Wealth LLC5,837$541K0.0%N/A0.010%
2/9/2024Clearbridge Investments LLC258,610$23.99M0.0%+5.9%0.422%
2/9/2024Coldstream Capital Management Inc.4,374$406K0.0%+18.1%0.007%
2/9/2024Global Alpha Capital Management Ltd.478,793$44.41M3.6%+9.7%0.782%
2/9/2024PNC Financial Services Group Inc.5,745$533K0.0%+84.0%0.009%
2/9/2024Norges Bank667,366$61.90M0.0%N/A1.090%
2/8/2024Panagora Asset Management Inc.11,847$1.10M0.0%N/A0.019%
2/8/2024Fairhaven Wealth Management LLC2,380$221K0.1%N/A0.004%
2/8/2024Quadrant Capital Group LLC3,164$293K0.0%+37.5%0.005%
2/8/2024Inceptionr LLC3,723$345K0.2%N/A0.006%
2/8/2024Janney Montgomery Scott LLC6,104$566K0.0%+11.2%0.010%
2/8/2024Vanguard Personalized Indexing Management LLC5,868$544K0.0%+109.9%0.010%
2/8/2024Nicholas Investment Partners LP72,287$6.71M0.8%N/A0.118%
2/8/2024Massachusetts Financial Services Co. MA356,575$33.07M0.0%+0.0%0.582%
2/7/2024Boston Partners627,113$58.83M0.1%-2.6%1.024%
2/7/2024Forum Financial Management LP10,896$1.01M0.0%+3.3%0.018%
2/7/2024Principal Financial Group Inc.860,623$79.82M0.1%+136.7%1.405%
2/7/2024Envestnet Portfolio Solutions Inc.4,011$372K0.0%+6.1%0.007%
2/7/2024Dimensional Fund Advisors LP2,866,032$265.83M0.1%+2.9%4.680%
2/7/2024Dana Investment Advisors Inc.18,774$1.74M0.1%-3.0%0.031%
2/7/2024Arcataur Capital Management LLC2,400$223K0.1%-20.0%0.004%
2/7/2024BNP Paribas Financial Markets8,765$813K0.0%-37.2%0.014%
2/7/2024Teacher Retirement System of Texas27,458$2.55M0.0%-2.6%0.045%
2/7/2024 MPS Loria Financial Planners LLC4,181$388K0.1%-34.1%0.007%
2/7/2024Mesirow Institutional Investment Management Inc.138,006$12.80M1.2%+0.2%0.225%
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2/7/2024Access Investment Management LLC17,505$1.62M0.6%N/A0.029%
2/7/2024Versor Investments LP6,700$621K0.1%+34.0%0.011%
2/7/2024Principal Securities Inc.641$59K0.0%N/A0.001%
2/6/2024Charles Schwab Investment Management Inc.558,955$51.84M0.0%+3.6%0.913%
2/6/2024MeadowBrook Investment Advisors LLC3,120$289K0.3%N/A0.005%
2/6/2024Channing Capital Management LLC754,025$69.94M2.1%-10.3%1.231%
2/6/2024M&T Bank Corp7,399$686K0.0%+10.8%0.012%
2/6/2024 Amalgamated Bank43,063$3.99M0.0%+10.8%0.070%
2/6/2024Natixis Advisors L.P.31,254$2.90M0.0%+1.8%0.051%
2/6/2024Swiss National Bank120,567$11.18M0.0%-10.3%0.197%
(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, 381 institutional investors and hedge funds held shares of Wintrust Financial. The most heavily invested institutionals were Vanguard Group Inc. ($575.85M), BlackRock Inc. ($473.61M), FMR LLC ($351.18M), Dimensional Fund Advisors LP ($265.83M), Victory Capital Management Inc. ($171.00M), Capital International Investors ($145.25M), and JPMorgan Chase & Co. ($138.41M).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 316 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), FMR LLC ($880.43K), Capital International Investors ($837.89K), Principal Financial Group Inc. ($701.34K), Channing Capital Management LLC ($678.04K), Norges Bank ($667.37K), and Jennison Associates LLC ($523.29K).

How much institutional buying is happening at Wintrust Financial?

Institutional investors have bought a total of 19,263,220 shares in the last 24 months. This purchase volume represents approximately $1.59B in transactions.

Which Wintrust Financial major shareholders have been selling company stock?

Of the 212 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: Massachusetts Financial Services Co. MA ($662.09K), Victory Capital Management Inc. ($625.88K), Premier Fund Managers Ltd ($587.13K), Jennison Associates LLC ($493.61K), abrdn plc ($346.84K), Fisher Asset Management LLC ($332.50K), and Wellington Management Group LLP ($322.16K).

How much institutional selling is happening at Wintrust Financial?

Institutional investors have sold a total of 8,848,268 shares in the last 24 months. This volume of shares sold represents approximately $712.03M in transactions.


This page (NASDAQ:WTFC) was last updated on 4/24/2024 by MarketBeat.com Staff

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