Wintrust Financial (WTFC) Institutional Ownership

$110.13

+1.26 (+1.16%)

(As of 07/26/2024 ET)

Current Institutional Ownership Percentage: 93.48%
Number of Institutional Buyers (last 12 months): 190
Total Institutional Inflows (last 12 months): $739.66M

Number of Institutional Sellers (last 12 months): 139
Total Institutional Outflows (last 12 months): $316.90M

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WTFC Institutional Buying and Selling by Quarter

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Wintrust Financial Major Shareholders & Ownership History

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Reporting Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
7/26/2024	Access Investment Management LLC	17,700	$1.75M	0.6%	+1.0%	0.029%
7/26/2024	Allspring Global Investments Holdings LLC	188,586	$18.59M	0.0%	-1.0%	0.305%
7/26/2024	State of Michigan Retirement System	14,863	$1.47M	0.0%	-1.3%	0.024%
7/26/2024	Shaker Investments LLC OH	28,832	$2.84M	1.2%	-15.8%	0.047%
7/26/2024	Bank of New York Mellon Corp	673,637	$66.39M	0.0%	-0.7%	1.091%
7/25/2024	Raymond James Trust N.A.	4,176	$412K	0.0%	-2.2%	0.007%
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7/25/2024	Ceredex Value Advisors LLC	139,292	$13.73M	0.3%	+2.1%	0.226%
7/24/2024	Retirement Systems of Alabama	76,220	$7.51M	0.0%	-0.9%	0.123%
7/24/2024	Van Lanschot Kempen Investment Management N.V.	630,824	$62.17M	0.7%	+15.5%	1.022%
7/24/2024	New York State Teachers Retirement System	93,105	$9.18M	0.0%	-0.2%	0.151%
7/24/2024	Louisiana State Employees Retirement System	17,500	$1.73M	0.0%	-0.6%	0.028%
7/23/2024	Hennessy Advisors Inc.	15,000	$1.48M	0.1%	-6.3%	0.024%
7/19/2024	Leeward Investments LLC MA	276,710	$27.27M	1.3%	+5.6%	0.448%
7/19/2024	Raymond James & Associates	207,944	$20.50M	0.0%	+2.7%	0.337%
7/18/2024	Blue Trust Inc.	1,431	$149K	0.0%	+14.4%	0.002%
7/18/2024	Reinhart Partners LLC.	734,151	$72.36M	3.0%	+0.4%	1.189%
7/17/2024	Hunter Perkins Capital Management LLC	8,355	$823K	0.2%	+30.5%	0.014%
7/17/2024	Comprehensive Financial Consultants Institutional Inc.	10,465	$1.03M	0.4%	+7.9%	0.017%
7/16/2024	Envestnet Portfolio Solutions Inc.	5,227	$515K	0.0%	+11.2%	0.008%
7/15/2024	Securian Asset Management Inc.	4,879	$481K	0.0%	-2.0%	0.008%
7/15/2024	Livforsakringsbolaget Skandia Omsesidigt	18,400	$1.81M	0.1%	+43.8%	0.030%
7/13/2024	Inspirion Wealth Advisors LLC	3,429	$338K	0.1%	-22.6%	0.006%
7/12/2024	SG Americas Securities LLC	4,013	$396K	0.0%	-40.9%	0.006%
7/11/2024	CHICAGO TRUST Co NA	20,796	$2.05M	0.4%	-1.5%	0.034%
7/11/2024	OLD National Bancorp IN	2,619	$258K	0.0%	+8.9%	0.004%
7/10/2024	Simplicity Wealth LLC	5,000	$493K	0.0%	N/A	0.008%
7/9/2024	Park Avenue Securities LLC	6,994	$689K	0.0%	+5.6%	0.011%
7/9/2024	Harbor Capital Advisors Inc.	41,831	$4.12M	0.3%	+271.2%	0.068%
7/8/2024	Versant Capital Management Inc	296	$29K	0.0%	+825.0%	0.000%
7/2/2024	GAMMA Investing LLC	818	$81K	0.0%	+62.6%	0.001%
6/6/2024	Westwood Holdings Group Inc.	186,225	$19.44M	0.2%	+17.4%	0.302%
5/28/2024	Boston Partners	615,590	$63.32M	0.1%	-1.8%	0.997%
5/21/2024	LRI Investments LLC	1,969	$200K	0.0%	N/A	0.003%
5/17/2024	Comerica Bank	56,648	$5.91M	0.0%	-1.4%	0.092%
5/16/2024	California State Teachers Retirement System	61,239	$6.39M	0.0%	-5.3%	0.099%
5/16/2024	EJF Capital LLC	35,718	$3.73M	2.6%	-4.6%	0.058%
5/16/2024	Interval Partners LP	44,430	$4.64M	0.1%	-45.4%	0.072%
5/16/2024	Janus Henderson Group PLC	806,757	$84.22M	0.0%	-0.7%	1.306%
5/16/2024	Kennedy Capital Management LLC	362,966	$37.89M	0.8%	-10.0%	0.588%
5/15/2024	Mount Yale Investment Advisors LLC	5,408	$564K	0.0%	+17.6%	0.009%
Prepare for a Recession Unlike Any Other (Ad) Dave Ramsey Is Dangerously Wrong And Here’s Why>> Asked whether we’re on the cusp of a US Dollar crash, Dave Ramsey made a stunning miscalculation while live on air: “Am I worried about this? Absolutely not.” Frankly, I've never seen someone so confident in being wrong… Because what’s happening to the US Dollar is not something you should “keep an eye on”… But instead, is an imminent threat you should get ahead of right NOW. GET THE FREE GUIDE
5/15/2024	Public Employees Retirement System of Ohio	24,026	$2.51M	0.0%	-8.3%	0.039%
5/15/2024	Price T Rowe Associates Inc. MD	28,385	$2.96M	0.0%	+7.3%	0.046%
5/15/2024	PEAK6 Investments LLC	2,174	$227K	0.0%	N/A	0.004%
5/15/2024	LRI Investments LLC	1,969	$200K	0.0%	N/A	0.003%
5/15/2024	Keeley Teton Advisors LLC	54,845	$5.73M	0.7%	-2.3%	0.089%
5/14/2024	Westwood Holdings Group Inc.	186,225	$19.44M	0.2%	+17.4%	0.302%
5/14/2024	Capital International Investors	1,638,085	$171M	0.0%	+4.6%	2.653%
5/14/2024	Stieven Capital Advisors L.P.	216,060	$22.56M	4.7%	-15.5%	0.350%
5/14/2024	Shell Asset Management Co.	3,859	$403K	0.0%	-3.4%	0.006%
5/14/2024	Burns Matteson Capital Management LLC	3,803	$397K	0.2%	N/A	0.006%
5/14/2024	MQS Management LLC	3,290	$343K	0.2%	-21.6%	0.005%
5/14/2024	Pitcairn Co.	6,794	$709K	0.0%	-1.7%	0.011%
5/14/2024	CANADA LIFE ASSURANCE Co	49,850	$5.21M	0.0%	+2.3%	0.081%
5/14/2024	American International Group Inc.	81,055	$8.46M	0.0%	-2.0%	0.131%
5/13/2024	Clearbridge Investments LLC	243,751	$25.45M	0.0%	-5.7%	0.395%
5/13/2024	O Shaughnessy Asset Management LLC	3,221	$336K	0.0%	+10.1%	0.005%
5/11/2024	Covestor Ltd	885	$92K	0.1%	-15.4%	0.001%
5/10/2024	Vanguard Group Inc.	6,452,753	$673.60M	0.0%	+3.9%	10.451%
5/10/2024	Westfield Capital Management Co. LP	313,937	$32.77M	0.2%	-6.9%	0.508%
5/9/2024	Blair William & Co. IL	19,414	$2.03M	0.0%	-1.0%	0.031%
5/9/2024	Orion Portfolio Solutions LLC	36,507	$3.81M	0.0%	+70.0%	0.059%
5/9/2024	Lord Abbett & CO. LLC	288,119	$30.08M	0.1%	-4.5%	0.467%
5/9/2024	SageView Advisory Group LLC	2,600	$271K	0.0%	N/A	0.004%
5/9/2024	State Board of Administration of Florida Retirement System	38,848	$4.06M	0.0%	-44.8%	0.063%
5/8/2024	BNP PARIBAS ASSET MANAGEMENT Holding S.A.	127,567	$13.32M	0.0%	+5.9%	0.207%
5/8/2024	Entropy Technologies LP	3,576	$373K	0.0%	-4.4%	0.006%
5/8/2024	William Blair Investment Management LLC	272,197	$28.42M	0.1%	-27.9%	0.441%
5/8/2024	ProShare Advisors LLC	2,987	$312K	0.0%	-7.3%	0.005%
5/8/2024	Global Alpha Capital Management Ltd.	343,253	$35.83M	2.7%	-28.3%	0.556%
5/8/2024	US Bancorp DE	23,740	$2.48M	0.0%	-22.9%	0.038%
5/8/2024	Russell Investments Group Ltd.	9,174	$958K	0.0%	+7.6%	0.015%
5/8/2024	Rosenthal Henry Capital Advisors Inc.	36,849	$3.85M	5.2%	-2.0%	0.060%
5/8/2024	Inspire Investing LLC	3,423	$357K	0.0%	-17.1%	0.006%
5/7/2024	Sei Investments Co.	118,312	$12.35M	0.0%	+23.6%	0.192%
5/7/2024	Susquehanna Portfolio Strategies LLC	70,075	$7.32M	0.2%	-5.0%	0.114%
5/7/2024	Swiss National Bank	120,867	$12.62M	0.0%	+0.2%	0.196%
5/7/2024	Oppenheimer Asset Management Inc.	15,729	$1.64M	0.0%	+15.2%	0.025%
5/7/2024	Oppenheimer & Co. Inc.	4,876	$509K	0.0%	-86.9%	0.008%
5/7/2024	Mesirow Institutional Investment Management Inc.	109,826	$11.47M	1.0%	-20.4%	0.178%
5/7/2024	SG Americas Securities LLC	6,791	$709K	0.0%	-61.8%	0.011%
5/6/2024	Envestnet Portfolio Solutions Inc.	4,702	$491K	0.0%	+17.2%	0.008%
5/6/2024	Texas Permanent School Fund Corp	53,593	$5.60M	0.0%	+1.4%	0.087%
5/3/2024	GSA Capital Partners LLP	5,672	$592K	0.0%	-7.5%	0.009%
5/3/2024	Comprehensive Financial Consultants Institutional Inc.	9,698	$1.01M	0.4%	+5.3%	0.016%
5/3/2024	Whittier Trust Co.	578	$60K	0.0%	+138.8%	0.001%
5/2/2024	Jennison Associates LLC	375,800	$39.23M	0.0%	-37.0%	0.609%
5/2/2024	Mutual of America Capital Management LLC	105,018	$10.96M	0.1%	+4.9%	0.170%
5/1/2024	Capstone Investment Advisors LLC	8,877	$927K	0.0%	+176.0%	0.014%
5/1/2024	Janney Montgomery Scott LLC	7,920	$827K	0.0%	+29.8%	0.013%
5/1/2024	BNP Paribas Financial Markets	4,768	$498K	0.0%	-45.6%	0.008%
Prepare for a Recession Unlike Any Other (Ad) Dave Ramsey Is Dangerously Wrong And Here’s Why>> Asked whether we’re on the cusp of a US Dollar crash, Dave Ramsey made a stunning miscalculation while live on air: “Am I worried about this? Absolutely not.” Frankly, I've never seen someone so confident in being wrong… Because what’s happening to the US Dollar is not something you should “keep an eye on”… But instead, is an imminent threat you should get ahead of right NOW. GET THE FREE GUIDE
5/1/2024	Flynn Zito Capital Management LLC	1,951	$204K	0.1%	N/A	0.003%
4/30/2024	Retirement Systems of Alabama	76,896	$8.03M	0.0%	+0.3%	0.125%
4/30/2024	North Star Investment Management Corp.	29,964	$3.13M	0.2%	-35.2%	0.049%
4/30/2024	Concord Wealth Partners	250	$26K	0.0%	N/A	0.000%
4/30/2024	Vest Financial LLC	8,494	$887K	0.0%	+233.4%	0.014%
4/30/2024	Allspring Global Investments Holdings LLC	190,416	$19.88M	0.0%	+157.6%	0.308%
4/30/2024	Commonwealth Equity Services LLC	8,834	$922K	0.0%	-2.6%	0.014%
4/29/2024	Principal Financial Group Inc.	1,330,263	$138.87M	0.1%	+54.6%	2.155%
4/29/2024	Schaper Benz & Wise Investment Counsel Inc. WI	5,157	$538K	0.0%	N/A	0.008%
4/26/2024	Securian Asset Management Inc.	4,979	$520K	0.0%	-4.0%	0.008%

(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 311 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 18,043,033 shares in the last 24 months. This purchase volume represents approximately $1.49B in transactions.
Which Wintrust Financial major shareholders have been selling company stock?: Of the 209 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 8,898,837 shares in the last 24 months. This volume of shares sold represents approximately $728.50M in transactions.