Ranked by reported Q1 2026 13F market value
Share of total reported institutional value in WTFC held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 6.3M | $874.8M | +2.1% | 9.337% | 0.02% |
| 2 | FMR LLC | 5.3M | $734.5M | -1.8% | 7.839% | 0.04% |
| 3 | VANGUARD PORTFOLIO MANAGEMENT LLC | 3.6M | $498.4M | — | 5.319% | 0.03% |
| 4 | VANGUARD CAPITAL MANAGEMENT LLC | 3.0M | $420.4M | — | 4.487% | 0.01% |
| 5 | DIMENSIONAL FUND ADVISORS LP | 2.7M | $375.4M | -0.2% | 4.007% | 0.08% |
| 6 | STATE STREET CORP | 2.6M | $359.3M | -3.3% | 3.835% | 0.01% |
| 7 | FIRST TRUST ADVISORS LP | 1.8M | $254.3M | +26.6% | 2.714% | 0.18% |
| 8 | EARNEST PARTNERS LLC | 1.4M | $194.6M | -2.7% | 2.077% | 0.80% |
| 9 | Invesco Ltd. | 1.4M | $190.2M | +20.2% | 2.030% | 0.03% |
| 10 | GEODE CAPITAL MANAGEMENT, LLC | 1.3M | $183.3M | +3.6% | 1.956% | 0.01% |
| 11 | PRINCIPAL FINANCIAL GROUP INC | 1.3M | $175.9M | -0.5% | 1.877% | 0.09% |
| 12 | BANK OF AMERICA CORP /DE/ | 1.0M | $141.5M | -3.1% | 1.510% | 0.01% |
| 13 | Clearbridge Investments, LLC | 957K | $133.0M | +9.4% | 1.419% | 0.12% |
| 14 | Capital International Investors | 903K | $125.4M | -32.4% | 1.339% | 0.03% |
| 15 | JENNISON ASSOCIATES LLC | 849K | $117.9M | -14.6% | 1.258% | 0.08% |
| 16 | WELLINGTON MANAGEMENT GROUP LLP | 832K | $115.6M | 0.0% | 1.234% | 0.02% |
| 17 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 808K | $112.2M | +4.5% | 1.198% | 0.02% |
| 18 | NORTHERN TRUST CORP | 788K | $109.4M | +2.5% | 1.168% | 0.01% |
| 19 | SEI INVESTMENTS CO | 745K | $103.5M | -0.4% | 1.105% | 0.10% |
| 20 | MILLENNIUM MANAGEMENT LLC | 699K | $97.1M | -9.8% | 1.036% | 0.06% |
| 21 | FULLER & THALER ASSET MANAGEMENT, INC. | 651K | $90.4M | -0.1% | 0.965% | 0.30% |
| 22 | Clark Capital Management Group, Inc. | 626K | $87.0M | +6.2% | 0.928% | 0.54% |
| 23 | Artemis Investment Management LLP | 612K | $85.0M | +44.2% | 0.907% | 0.90% |
| 24 | Channing Capital Management, LLC | 611K | $84.8M | -6.2% | 0.906% | 2.17% |
| 25 | ALLIANCEBERNSTEIN L.P. | 606K | $84.7M | -17.1% | 0.899% | 0.03% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). “% of Fund” shows how much of that investor’s total 13F portfolio is invested in WTFC — a direct measure of their conviction.
Filings activity in WTFC during Q1 2026, grouped by how each filer changed its position.
8 quarters of 13F filings · Δ columns show change vs prior quarter
| Quarter | Inst. Holders | Δ Holders | Ownership % | Δ Ownership | Total 13F Value | Δ Value |
|---|---|---|---|---|---|---|
| Q1 2026 | 537 | +5.1% | 79.74% | 1.17 pp | $8.56B | 1.4% |
| Q4 2025 | 511 | +11% | 80.91% | +5.37 pp | $8.69B | +7.1% |
| Q3 2025 | 460 | +0.4% | 75.54% | +4.15 pp | $8.11B | +5.8% |
| Q2 2025 | 458 | +3.4% | 71.39% | +7.81 pp | $7.67B | +12% |
| Q1 2025 | 443 | +2.3% | 63.58% | 6.09 pp | $6.83B | 8.7% |
| Q4 2024 | 433 | +6.7% | 69.67% | +12.41 pp | $7.48B | +22% |
| Q3 2024 | 406 | +3.8% | 57.26% | 23.78 pp | $6.15B | 29% |
| Q2 2024 | 391 | — | 81.04% | — | $8.70B | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
Quick answers to the most common questions about buying WTFC stock.
Based on Q1 2026 13F filings, institutional ownership of Wintrust Financial Corporation stands at 79.7%, held across 537 reporting institutions.
BlackRock, Inc. is the largest reported institutional holder of WTFC, with approximately 6,296,593 shares worth $0.87B as of Q1 2026.
Yes — 1 widely-followed marquee investor appear among the top 25 institutional holders of WTFC, including MILLENNIUM MANAGEMENT LLC.
Our composite Smart Money Score for WTFC is 46 out of 100 (Neutral). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
81 institutions opened new positions in WTFC during Q1 2026, while 55 fully exited. 178 added to existing positions and 275 trimmed.
WTFC institutional ownership fell by 1.17 percentage points quarter-over-quarter, with a net change of +26 holders.
The top 10 institutions account for 47.7% of all reported 13F value in WTFC, and the top 25 account for 67.1%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.
Wintrust Financial Corporation (WTFC) Institutional Ownership