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Wintrust Financial (WTFC) Institutional Ownership

Wintrust Financial logo
$124.17 +1.45 (+1.18%)
(As of 12/20/2024 05:31 PM ET)

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

Current
Institutional Ownership
Percentage
93.48%
Number of
Institutional Buyers
(last 12 months)
211
Total
Institutional Inflows
(last 12 months)
$732.03M
Number of
Institutional Sellers
(last 12 months)
131
Total
Institutional Outflows
(last 12 months)
$299.51M
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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
12/19/2024 Principal Financial Group Inc.1,308,254$141.98M0.1%+11.3%1.968%
12/13/2024 Lord Abbett & CO. LLC286,341$31.08M0.1%+6.2%0.431%
12/6/2024 Retirement Systems of Alabama80,782$8.77M0.0%+6.0%0.121%
11/25/2024 Tidal Investments LLC8,656$939K0.0%+2.0%0.013%
11/25/2024 World Investment Advisors LLC2,479$269K0.0%+16.8%0.004%
11/25/2024 Sanctuary Advisors LLC12,669$1.38M0.0%+23.3%0.019%
11/18/2024 TD Private Client Wealth LLC1,742$189K0.0%+24.0%0.003%
11/18/2024 Teachers Retirement System of The State of Kentucky19,325$2.10M0.0%-2.7%0.029%
11/18/2024 Coldstream Capital Management Inc.6,243$680K0.0%+6.8%0.009%
11/16/2024 Geode Capital Management LLC1,155,726$125.46M0.0%+8.8%1.738%
11/15/2024 M&T Bank Corp18,624$2.02M0.0%-2.2%0.028%
11/15/2024 Barclays PLC81,737$8.87M0.0%+3.5%0.123%
11/15/2024 LRI Investments LLC1,848$201K0.0%-4.4%0.003%
11/15/2024 Public Employees Retirement System of Ohio26,128$2.84M0.0%+8.4%0.039%
11/15/2024 Y Intercept Hong Kong Ltd1,931$210K0.0%N/A0.003%
11/15/2024 MML Investors Services LLC6,201$673K0.0%+1.7%0.009%
11/15/2024 Orion Portfolio Solutions LLC34,002$3.69M0.1%-3.1%0.051%
11/15/2024 XTX Topco Ltd3,564$387K0.0%+32.4%0.005%
11/15/2024 Zacks Investment Management118,659$12.88M0.1%+14.2%0.178%
11/15/2024 EP Wealth Advisors LLC4,796$520K0.0%+29.0%0.007%
11/15/2024 Jane Street Group LLC39,135$4.25M0.0%+530.3%0.059%
11/15/2024 Kovitz Investment Group Partners LLC2,551$254K0.0%N/A0.004%
11/15/2024 Wellington Management Group LLP169,197$18.36M0.0%-31.8%0.254%
11/15/2024 State Street Corp2,627,561$285.17M0.0%+5.1%3.952%
11/15/2024 Stifel Financial Corp55,896$6.07M0.0%-1.7%0.084%
11/15/2024 Systematic Financial Management LP2,450$266K0.0%N/A0.004%
11/15/2024 Quantinno Capital Management LP20,759$2.25M0.0%+24.1%0.031%
11/15/2024 Readystate Asset Management LP3,438$373K0.0%N/A0.005%
11/15/2024 Menard Financial Group LLC3,294$357K0.2%+14.1%0.005%
11/15/2024 Janus Henderson Group PLC767,743$83.33M0.0%-4.4%1.155%
11/15/2024 HighTower Advisors LLC11,280$1.23M0.0%+3.6%0.017%
11/15/2024 Holocene Advisors LP49,166$5.34M0.0%+227.9%0.074%
11/14/2024 Edgestream Partners L.P.23,627$2.56M0.1%N/A0.036%
11/14/2024 Captrust Financial Advisors3,859$419K0.0%+2.8%0.006%
11/14/2024 UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC139,435$15.13M0.0%-7.2%0.210%
11/14/2024 MetLife Investment Management LLC34,341$3.73M0.0%+5.6%0.052%
11/13/2024 Glenmede Trust Co. NA183,063$19.87M0.1%-1.2%0.275%
11/13/2024 Freedom Investment Management Inc.5,906$641K0.1%-5.6%0.009%
11/13/2024 Townsquare Capital LLC2,632$286K0.0%N/A0.004%
11/13/2024 BNP Paribas Financial Markets17,327$1.88M0.0%+708.9%0.026%
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11/13/2024 Brooklyn Investment Group566$61K0.0%N/A0.001%
11/13/2024 FMR LLC5,153,999$559.36M0.0%+14.1%7.752%
11/13/2024 The Manufacturers Life Insurance Company55,020$5.97M0.0%+4.1%0.083%
11/13/2024 Bank of Montreal Can47,917$5.11M0.0%+183.4%0.072%
11/13/2024 Loomis Sayles & Co. L P191,962$20.83M0.0%-5.2%0.289%
11/13/2024Fisher Asset Management LLC437,028$47.43M0.0%+2.8%0.657%
11/12/2024 Westfield Capital Management Co. LP237,311$25.76M0.1%+13.8%0.357%
11/12/2024 Alpha DNA Investment Management LLC4,629$502K0.2%+19.2%0.007%
11/12/2024 Pitcairn Co.6,549$711K0.0%-11.1%0.010%
11/12/2024 Cerity Partners LLC26,036$2.83M0.0%+19.1%0.039%
11/12/2024 Siena Capital Partners GP LLC48,264$5.24M1.5%N/A0.073%
11/12/2024 Citigroup Inc.64,039$6.95M0.0%-21.4%0.096%
11/12/2024 Raymond James Trust N.A.4,327$470K0.0%+3.6%0.007%
11/12/2024 Charles Schwab Investment Management Inc.802,841$87.13M0.0%+36.2%1.207%
11/12/2024 Navellier & Associates Inc.3,662$397K0.1%-36.3%0.006%
11/12/2024 Massachusetts Financial Services Co. MA431,147$46.79M0.0%-2.7%0.648%
11/8/2024 BNP PARIBAS ASSET MANAGEMENT Holding S.A.139,402$15.13M0.0%+6.3%0.210%
11/8/2024 Global Alpha Capital Management Ltd.361,253$39.21M2.5%+1.7%0.543%
11/8/2024 Jennison Associates LLC536,252$58.20M0.0%+19.8%0.806%
11/8/2024 Commerce Bank2,667$289K0.0%-15.0%0.004%
11/8/2024 Phocas Financial Corp.129,241$14.03M0.1%-5.9%0.194%
11/8/2024 Princeton Capital Management LLC2,572$279K0.1%+24.1%0.004%
11/7/2024 Pathstone Holdings LLC46,467$5.04M0.0%+6.2%0.070%
11/7/2024 LMR Partners LLP4,599$499K0.0%N/A0.007%
11/7/2024 Quest Partners LLC2,188$237K0.0%+36,366.7%0.003%
11/7/2024 Swiss National Bank129,867$14.09M0.0%+6.9%0.195%
11/7/2024 Stieven Capital Advisors L.P.166,060$18.02M3.4%-22.1%0.250%
11/7/2024 Thrivent Financial for Lutherans220,931$23.98M0.0%-3.5%0.332%
11/6/2024 Mutual of America Capital Management LLC107,377$11.65M0.1%+3.2%0.161%
11/6/2024 Natixis Advisors LLC47,788$5.19M0.0%+16.8%0.072%
11/6/2024 Royce & Associates LP83,713$9.09M0.1%-12.5%0.126%
11/6/2024 OneDigital Investment Advisors LLC5,127$556K0.0%+3.1%0.008%
11/6/2024 MeadowBrook Investment Advisors LLC2,800$304K0.3%-2.8%0.004%
11/6/2024 KBC Group NV2,009$218K0.0%-81.5%0.003%
11/6/2024 Huntington National Bank3,844$417K0.0%+675.0%0.006%
11/6/2024 Oppenheimer & Co. Inc.3,843$417K0.0%-9.5%0.006%
11/5/2024 Victory Capital Management Inc.1,335,639$144.96M0.1%-18.9%2.008%
11/4/2024 Versor Investments LP5,105$554K0.1%-23.8%0.008%
11/4/2024 Venturi Wealth Management LLC1,952$212K0.0%+508.1%0.003%
11/4/2024 Chartwell Investment Partners LLC11,049$1.20M0.0%+0.8%0.017%
11/4/2024 Los Angeles Capital Management LLC2,803$304K0.0%N/A0.004%
11/4/2024 Crossmark Global Holdings Inc.5,353$581K0.0%+66.2%0.008%
11/2/2024 Covestor Ltd653$71K0.0%+77.9%0.001%
11/2/2024 Mesirow Financial Investment Management Inc.2,510$273K0.0%N/A0.004%
11/1/2024 Atria Investments Inc8,122$881K0.0%+5.2%0.012%
11/1/2024 Assetmark Inc.16,713$1.81M0.0%+11.3%0.025%
11/1/2024 Fiera Capital Corp429,683$46.63M0.1%-3.1%0.646%
11/1/2024 Comprehensive Financial Consultants Institutional Inc.9,889$1.07M0.4%-5.5%0.015%
10/31/2024 Principal Financial Group Inc.1,308,254$141.98M0.1%+11.3%1.967%
10/31/2024 Leeward Investments LLC MA275,772$29.93M1.4%-0.3%0.415%
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10/30/2024 North Star Investment Management Corp.27,745$3.01M0.2%-6.2%0.042%
10/30/2024 Amalgamated Bank31,544$3.42M0.0%-18.4%0.047%
10/30/2024 Vestor Capital LLC19,506$2.12M0.2%+7.2%0.029%
10/29/2024 Forum Financial Management LP6,065$658K0.0%+2.8%0.009%
10/29/2024 Harbor Capital Advisors Inc.81,012$8.79M0.4%+93.7%0.122%
10/29/2024 Janney Montgomery Scott LLC10,539$1.14M0.0%+8.1%0.016%
10/29/2024 Rosenthal Henry Capital Advisors Inc.37,309$4.05M4.1%+1.2%0.056%
10/29/2024 F M Investments LLC120,830$13.11M0.4%+0.5%0.182%
10/29/2024 Ceredex Value Advisors LLC137,492$14.92M0.3%-1.3%0.207%
10/28/2024 New York State Common Retirement Fund357,460$38.80M0.1%-4.1%0.538%
(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, 379 institutional investors and hedge funds held shares of Wintrust Financial. The most heavily invested institutionals were Vanguard Group Inc. ($673.60M), FMR LLC ($559.36M), Dimensional Fund Advisors LP ($297.38M), State Street Corp ($285.17M), Capital International Investors ($171M), Victory Capital Management Inc. ($144.96M), and Principal Financial Group Inc. ($141.98M).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 326 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. ($1.39M), FMR LLC ($1.13M), Capital International Investors ($909.97K), Channing Capital Management LLC ($678.04K), Norges Bank ($667.37K), and Jennison Associates LLC ($543.72K).

How much institutional buying is happening at Wintrust Financial?

Institutional investors have bought a total of 17,415,470 shares in the last 24 months. This purchase volume represents approximately $1.50B in transactions.

Which Wintrust Financial major shareholders have been selling company stock?

Of the 197 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: Victory Capital Management Inc. ($1.05M), Wellington Management Group LLP ($401.12K), Fisher Asset Management LLC ($322.38K), North Reef Capital Management LP ($316.68K), Schonfeld Strategic Advisors LLC ($298.33K), Jennison Associates LLC ($263.84K), and William Blair Investment Management LLC ($262.80K).

How much institutional selling is happening at Wintrust Financial?

Institutional investors have sold a total of 7,403,717 shares in the last 24 months. This volume of shares sold represents approximately $635.47M in transactions.



This page (NASDAQ:WTFC) was last updated on 12/21/2024 by MarketBeat.com Staff
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