| 4 | VANGUARD CAPITAL MANAGEMENT LLC | 3.1M | $493.6M | +1.5% | 4.554% | 0.01% |
| 5 | DIMENSIONAL FUND ADVISORS LP | 2.7M | $430.1M | -1.0% | 3.968% | 0.08% |
| 6 | STATE STREET CORP | 2.7M | $427.2M | +2.8% | 3.941% | 0.01% |
| 7 | FIRST TRUST ADVISORS LP | 1.7M | $281.2M | -4.4% | 2.594% | 0.17% |
| 8 | EARNEST PARTNERS LLC | 1.4M | $220.9M | -1.9% | 2.038% | 0.80% |
| 9 | GEODE CAPITAL MANAGEMENT, LLC | 1.3M | $215.1M | +1.4% | 1.984% | 0.01% |
| 10 | PRINCIPAL FINANCIAL GROUP INC | 1.2M | $200.3M | -1.6% | 1.847% | 0.10% |
| 11 | Invesco Ltd. | 1.2M | $188.8M | -14.2% | 1.742% | 0.01% |
| 12 | BANK OF AMERICA CORP /DE/ | 1.0M | $168.0M | +2.6% | 1.550% | 0.01% |
| 13 | Clearbridge Investments, LLC | 1.0M | $162.0M | +5.3% | 1.494% | 0.13% |
| 14 | Capital International Investors | 928K | $149.1M | +2.8% | 1.375% | 0.03% |
| 15 | JENNISON ASSOCIATES LLC | 872K | $140.2M | +2.8% | 1.293% | 0.08% |
| 16 | JPMORGAN CHASE & CO | 815K | $131.2M | +12.8% | 1.209% | 0.01% |
| 17 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 801K | $128.8M | -0.8% | 1.188% | 0.02% |
| 18 | NORTHERN TRUST CORP | 785K | $126.2M | -0.3% | 1.164% | 0.01% |
| 19 | FULLER & THALER ASSET MANAGEMENT, INC. | 764K | $122.8M | +17.4% | 1.133% | 0.33% |
| 20 | NORGES BANK | 743K | $119.4M | — | 1.102% | 0.01% |
| 21 | SEI INVESTMENTS CO | 722K | $116.0M | -3.1% | 1.070% | 0.10% |
| 22 | Artemis Investment Management LLP | 696K | $111.9M | +13.8% | 1.032% | 1.00% |
| 23 | MILLENNIUM MANAGEMENT LLC | 657K | $105.6M | -5.9% | 0.975% | 0.04% |
| 24 | Clark Capital Management Group, Inc. | 644K | $103.5M | +2.8% | 0.955% | 0.56% |
| 25 | MORGAN STANLEY | 605K | $97.2M | +21.1% | 0.897% | 0.01% |
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.
| 94.72% |
| +1.19 pp |
| $6.83B |
| 8.7% |
| Q4 2024 | 433 | +6.7% | 93.53% | +4.96 pp | $7.48B | +22% |
| Q3 2024 | 406 | — | 88.57% | — | $6.15B | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
75 institutions opened new positions in WTFC during Q2 2026, while 34 fully exited. 437 added to existing positions and 66 trimmed.
WTFC institutional ownership rose by 0.56 percentage points quarter-over-quarter, with a net change of +45 holders.
The top 10 institutions account for 46.8% of all reported 13F value in WTFC, and the top 25 account for 66.3%.
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