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Wintrust Financial (WTFC) Institutional Ownership

Wintrust Financial logo
$127.34 +4.79 (+3.91%)
Closing price 04:00 PM Eastern
Extended Trading
$127.32 -0.02 (-0.01%)
As of 06:08 PM Eastern
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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)
286
Total
Institutional Inflows
(last 12 months)
$1.40B
Number of
Institutional Sellers
(last 12 months)
183
Total
Institutional Outflows
(last 12 months)
$728.57M
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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
8/12/2025 Boston Partners316,055$39.28M0.0%-13.9%0.472%
8/12/2025Advisors Asset Management Inc.2,846$353K0.0%+1,105.9%0.004%
8/12/2025Steward Partners Investment Advisory LLC3,644$452K0.0%+4.1%0.005%
8/12/2025Ameritas Investment Partners Inc.12,995$1.61M0.1%-0.7%0.019%
8/12/2025Jefferies Financial Group Inc.7,961$987K0.0%N/A0.012%
8/12/2025Prudential Financial Inc.8,390$1.09M0.0%+17.1%0.013%
8/12/2025Coldstream Capital Management Inc.5,893$731K0.0%-5.3%0.009%
8/12/2025Providence Wealth Advisors LLC1,624$201K0.1%N/A0.002%
8/12/2025Charles Schwab Investment Management Inc.777,133$96.35M0.0%-1.3%1.161%
8/12/2025American Century Companies Inc.562,695$69.76M0.0%-2.0%0.840%
8/12/2025Rhumbline Advisers189,811$23.53M0.0%-0.1%0.284%
8/12/2025Legal & General Group Plc131,813$16.34M0.0%+0.1%0.197%
8/12/2025MAI Capital Management828$103K0.0%+13.7%0.001%
8/12/2025Stieven Capital Advisors L.P.168,360$20.87M4.1%+8.8%0.251%
8/12/2025JPMorgan Chase & Co.946,194$117.31M0.0%-8.8%1.413%
8/12/2025Swiss National Bank127,767$15.84M0.0%-0.9%0.191%
8/12/2025Dynamic Technology Lab Private Ltd12,610$1.56M0.2%+17.4%0.019%
8/12/2025Westfield Capital Management Co. LP440,858$54.66M0.2%+6.1%0.658%
8/11/2025 Inspire Advisors LLC6,316$783K0.1%+10.3%0.009%
8/11/2025 Westover Capital Advisors LLC1,959$243K0.0%N/A0.003%
8/11/2025 Universal Beteiligungs und Servicegesellschaft mbH56,041$6.95M0.0%+0.4%0.084%
8/8/2025 Westwood Holdings Group Inc.225,183$27.92M0.2%+12.1%0.336%
8/8/2025 Cetera Investment Advisers27,598$3.42M0.0%+40.4%0.041%
8/8/2025 Creative Planning16,336$2.03M0.0%+17.9%0.024%
8/8/2025 Commonwealth of Pennsylvania Public School Empls Retrmt SYS17,195$2.13M0.0%+8.2%0.026%
8/8/2025 Capstone Financial Advisors Inc.2,299$285K0.0%-12.9%0.003%
8/8/2025 Fiera Capital Corp411,651$51.04M0.2%-1.3%0.615%
8/8/2025 Calamos Advisors LLC15,977$1.98M0.0%-39.7%0.024%
8/8/2025 Police & Firemen s Retirement System of New Jersey24,930$3.09M0.0%+5.5%0.037%
8/8/2025 Geode Capital Management LLC1,224,218$151.80M0.0%+0.2%1.829%
8/8/2025 PNC Financial Services Group Inc.7,589$941K0.0%+8.2%0.011%
8/8/2025 KBC Group NV2,007$249K0.0%-29.7%0.003%
8/7/2025 Boston Partners316,055$39.28M0.0%-13.9%0.472%
8/7/2025 Allworth Financial LP450$56K0.0%+28.2%0.001%
8/7/2025 ProShare Advisors LLC2,967$368K0.0%+4.7%0.004%
8/7/2025 Profund Advisors LLC2,394$297K0.0%-8.7%0.004%
8/7/2025 PFG Advisors1,940$241K0.0%N/A0.003%
8/7/2025 Future Fund LLC7,950$986K0.4%N/A0.012%
8/7/2025 Connor Clark & Lunn Investment Management Ltd.5,915$733K0.0%-70.3%0.009%
8/7/2025 Global Alpha Capital Management Ltd.307,313$38.10M2.4%+4.6%0.459%
What's the Best Way to Lower RMD Taxes? (Ad)

Turning 73 triggers a key IRS rule: you must begin taking required minimum distributions (RMDs) from certain retirement accounts. Without the right strategy, these withdrawals can significantly increase your tax bill and shrink your nest egg. SmartAsset outlines six strategies that could help reduce your RMDs and potentially lower your tax burden. Their free tool can match you with vetted fiduciary financial advisors in your area—professionals legally bound to act in your best interest.

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8/7/2025 Parkside Financial Bank & Trust1,014$126K0.0%-11.8%0.002%
8/6/2025Summit Investment Advisors Inc.13,083$1.47M1.2%-1.8%0.020%
8/6/2025 Sterling Capital Management LLC79,122$9.81M0.1%+5.2%0.118%
8/6/2025 Princeton Capital Management LLC3,072$381K0.1%+19.4%0.005%
8/6/2025 Pekin Hardy Strauss Inc.4,750$589K0.1%-17.4%0.007%
8/6/2025 Savant Capital LLC6,060$751K0.0%+201.9%0.009%
8/6/2025 EFG Asset Management North America Corp.27,955$3.47M0.5%+69.0%0.042%
8/6/2025 First Horizon Advisors Inc.689$86K0.0%+14.3%0.001%
8/5/2025 Bank of New York Mellon Corp544,354$67.49M0.0%-4.0%0.813%
8/5/2025 Access Investment Management LLC18,050$2.24M0.6%N/A0.027%
8/5/2025 Bank of Montreal Can35,578$4.41M0.0%+1.2%0.053%
8/5/2025 Burney Co.2,320$288K0.0%N/A0.003%
8/5/2025 State of Michigan Retirement System16,063$1.99M0.0%+0.6%0.024%
8/5/2025 Tredje AP fonden12,263$1.52M0.0%+45.0%0.018%
8/4/2025 Moody Aldrich Partners LLC51,163$6.34M1.2%-52.8%0.076%
8/4/2025 Strs Ohio105,793$13.12M0.0%+0.9%0.158%
8/4/2025 Atria Investments Inc11,800$1.46M0.0%+30.4%0.018%
8/4/2025 Retirement Systems of Alabama81,803$10.14M0.0%+1.1%0.122%
8/4/2025 Assetmark Inc.18,642$2.31M0.0%+2.2%0.028%
8/4/2025 Keybank National Association OH7,147$886K0.0%-8.9%0.011%
8/4/2025 Emerald Mutual Fund Advisers Trust13,020$1.61M0.1%+30.3%0.019%
8/4/2025 World Investment Advisors4,901$608K0.0%+19.9%0.007%
8/4/2025 Lightrock Netherlands B.V.193,858$24.04M5.6%+0.3%0.290%
8/1/2025 Jennison Associates LLC936,834$116.15M0.1%+16.0%1.400%
8/1/2025 Teacher Retirement System of Texas16,356$2.03M0.0%-2.0%0.024%
8/1/2025 Bessemer Group Inc.600$74K0.0%+19.0%0.001%
8/1/2025 Envestnet Asset Management Inc.393,955$48.84M0.0%+12.6%0.589%
7/31/2025 Oppenheimer Asset Management Inc.18,252$2.26M0.0%+1.3%0.027%
7/31/2025 Leeward Investments LLC MA236,694$29.35M1.6%-3.5%0.354%
7/31/2025 MQS Management LLC4,737$587K0.3%N/A0.007%
7/31/2025 Shaker Investments LLC OH26,335$3.27M1.3%-6.0%0.039%
7/31/2025 State of New Jersey Common Pension Fund D15,866$1.97M0.0%+1.5%0.024%
7/30/2025 Schaper Benz & Wise Investment Counsel Inc. WI3,500$434K0.0%-32.1%0.005%
7/30/2025 Freedom Investment Management Inc.5,454$676K0.1%-6.1%0.008%
7/30/2025 Forum Financial Management LP6,374$790K0.0%+4.6%0.010%
7/30/2025 Ethic Inc.3,644$449K0.0%-38.1%0.005%
7/30/2025 Rehmann Capital Advisory Group1,715$213K0.0%N/A0.003%
7/30/2025 Aurora Investment Counsel10,035$1.24M0.7%N/A0.015%
7/30/2025 Drive Wealth Management LLC1,631$202K0.0%N/A0.002%
7/29/2025 Beverly Hills Private Wealth LLC2,102$261K0.0%-8.2%0.003%
7/29/2025 VIRGINIA RETIREMENT SYSTEMS ET Al5,443$675K0.0%N/A0.008%
7/29/2025 Mutual of America Capital Management LLC98,497$12.21M0.1%+1.8%0.147%
7/29/2025 Albert D Mason Inc.4,276$530K0.4%N/A0.006%
7/29/2025 Tweedy Browne Co LLC4,418$548K0.1%+117.7%0.007%
7/28/2025 Allianz Asset Management GmbH53,585$6.64M0.0%-17.7%0.080%
7/28/2025 Bayforest Capital Ltd510$63K0.0%+442.6%0.001%
7/25/2025 Envestnet Portfolio Solutions Inc.4,208$522K0.0%-9.0%0.006%
7/25/2025 Vest Financial LLC112,236$13.92M0.2%+10.9%0.168%
7/25/2025 Yousif Capital Management LLC22,550$2.80M0.0%-1.3%0.034%
7/25/2025 Allspring Global Investments Holdings LLC191,952$24.51M0.0%+4.8%0.287%
What's the Best Way to Lower RMD Taxes? (Ad)

Turning 73 triggers a key IRS rule: you must begin taking required minimum distributions (RMDs) from certain retirement accounts. Without the right strategy, these withdrawals can significantly increase your tax bill and shrink your nest egg. SmartAsset outlines six strategies that could help reduce your RMDs and potentially lower your tax burden. Their free tool can match you with vetted fiduciary financial advisors in your area—professionals legally bound to act in your best interest.

Click here to see the six strategies and get your free advisor matches today.
7/25/2025 LRI Investments LLC1,384$172K0.0%+9.7%0.002%
7/25/2025 CWM LLC1,398$173K0.0%+13.8%0.002%
7/25/2025 Vanguard Personalized Indexing Management LLC7,592$942K0.0%+14.9%0.011%
7/25/2025 Concurrent Investment Advisors LLC10,393$1.29M0.0%+2.0%0.016%
7/25/2025 Johnson Investment Counsel Inc.17,401$2.16M0.0%+0.9%0.026%
7/24/2025 Inspire Investing LLC3,133$388K0.0%-85.9%0.005%
7/24/2025 Aberdeen Group plc487,770$60.47M0.1%+7.6%0.729%
7/24/2025 Callan Family Office LLC3,300$409K0.0%N/A0.005%
7/24/2025 Blair William & Co. IL18,755$2.33M0.0%-1.6%0.028%
7/24/2025 US Bancorp DE36,964$4.58M0.0%-8.3%0.055%
(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, 440 institutional investors and hedge funds held shares of Wintrust Financial. The most heavily invested institutionals were Vanguard Group Inc. ($770.08M), FMR LLC ($623.70M), Dimensional Fund Advisors LP ($319.06M), State Street Corp ($285.17M), Capital International Investors ($171M), Earnest Partners LLC ($158.66M), and First Trust Advisors LP ($157.61M).Learn more on Wintrust Financial's institutional investors.

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

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

Which institutional investors have been buying Wintrust Financial's stock?

Of the 364 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: Norges Bank ($1.43M), Earnest Partners LLC ($1.41M), Principal Financial Group Inc. ($1.37M), FMR LLC ($1.12M), Jennison Associates LLC ($800.88K), Capital International Investors ($765.53K), and Raymond James Financial Inc. ($702.66K).

How much institutional buying is happening at Wintrust Financial?

Institutional investors have bought a total of 11,825,843 shares in the last 24 months. This purchase volume represents approximately $1.40B in transactions.

Which of Wintrust Financial's major shareholders have been selling company stock?

Of the 182 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: Victory Capital Management Inc. ($731.16K), Dimensional Fund Advisors LP ($429.48K), JPMorgan Chase & Co. ($414.10K), Boston Partners ($343.37K), Millennium Management LLC ($319.40K), Fuller & Thaler Asset Management Inc. ($296.43K), and Alliancebernstein L.P. ($293.01K).

How much institutional selling is happening at Wintrust Financial?

Institutional investors have sold a total of 6,206,627 shares in the last 24 months. This volume of shares sold represents approximately $728.57M in transactions.


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This page (NASDAQ:WTFC) was last updated on 8/12/2025 by MarketBeat.com Staff
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