Wintrust Financial Ownership | Who Owns Wintrust Financial?


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Wintrust Financial Ownership Summary


Wintrust Financial is owned by 33.14% institutional investors, 1.43% insiders, and 65.43% retail investors. Vanguard group is the largest institutional shareholder, holding 10.07% of WTFC shares. iShares Core S&P Mid-Cap ETF is the top mutual fund, with 3.40% of its assets in Wintrust Financial shares.

WTFC Ownership Benchmark


TypeName% Inst% Insiders% Retail
StockWintrust Financial33.14%1.43%65.43%
SectorFinancial Services Stocks 746.79%13.83%-660.62%
IndustryRegional Banks Stocks38.28%12.80%48.93%

Institutional Shareholders


Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Vanguard group6.75M10.07%$943.39M
Blackrock funding, inc. /de6.30M9.40%$874.85M
Blackrock5.72M9.30%$563.47M
Fmr5.29M7.89%$734.49M
Dimensional fund advisors lp2.70M4.03%$375.39M
State street2.59M3.86%$359.35M
First trust advisors lp1.83M2.73%$254.30M
Earnest partners1.40M2.09%$194.60M
Invesco1.37M2.04%$190.17M
Geode capital management1.32M1.97%$183.35M

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
Lightrock netherlands b.v.180.37K5.35%$25.06M
John w. rosenthal capital management35.80K4.87%$4.97M
Petiole usa29.75K2.89%$4.13M
Stieven capital advisors96.08K2.85%$13.35M
Sapience investments136.002.45%$18.90K
Chicago trust co na103.51K2.44%$16.64M
Channing capital management610.69K2.17%$84.85M
Global alpha capital management234.38K1.96%$32.56M
Reinhart partners527.15K1.93%$84.73M
Phocas financial79.06K1.72%$10.98M

Top Buyers

HolderShares% AssetsChange
Norges bank800.49K0.01%800.49K
Capital world investors431.80K0.01%431.80K
Vanguard fiduciary trust415.57K0.01%415.57K
First trust advisors lp1.83M0.18%385.07K
Invesco1.37M0.03%229.62K

Top Sellers

HolderShares% AssetsChange
Capital investors902.67K0.03%-431.80K
Massachusetts financial services co /ma/---295.38K
Freestone grove partners lp---285.88K
William blair investment management---272.20K
Balyasny asset management4.31K0.00%-250.02K

New Positions

HolderShares% AssetsChangeValue
Norges bank800.49K0.01%800.49K$111.92M
Capital world investors431.80K0.01%431.80K$59.99M
Vanguard fiduciary trust415.57K0.01%415.57K$57.74M
Axa investment managers74.17K0.03%74.17K$9.82M
Bw gestao de investimentos ltda.65.00K0.30%65.00K$9.03M

Sold Out

HolderChange
Nemes rush group-1.00
Mendota financial group-1.00
Stephens consulting-1.00
Trifecta capital advisors-1.00
Cbiz investment advisory services-1.00

Institutional Ownership Trends


DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
Mar 31, 2026326-37.67%22,191,424-65.49%330.36%153-38.31%102-47.42%
Dec 31, 2025380-20.34%43,410,454-31.97%640.71%170-26.41%140-11.95%
Sep 30, 2025351-23.53%48,440,995-23.04%720.82%156-35.80%124-18.42%
Jun 30, 20254621.99%64,621,6391.50%961.06%2474.22%1510.67%
Mar 31, 20254471.36%63,500,5480.60%951.06%23314.22%1491.36%

Top Mutual Funds Shareholders


HolderShares% HoldingChange
iShares Core S&P Mid-Cap ETF2.30M3.40%-12.44K
Vanguard Total Stock Mkt Idx Inv2.14M3.17%6.56K
Vanguard US Total Market Shares ETF2.10M3.14%1.03K
Vanguard Small Cap Index1.55M2.29%-1.00K
American Funds SMALLCAP World A1.33M1.98%-
Vanguard Explorer Inv1.20M1.79%-
Vanguard Small Cap Value Index Inv981.76K1.46%-15.51K
First Trust RBA Amer Indl RenaisTM ETF929.55K1.38%-539.00
Fidelity Mid-Cap Stock787.56K1.17%13.10K
Fidelity Low-Priced Stock775.86K1.15%-3.40K

Recent Insider Transactions


DateNameRoleActivityValue
May 04, 2026MCKINNEY SUZET M-Sell$74.48K
Apr 27, 2026DYKSTRA DAVID A VICE CHAIRMAN AND COOSell$1.43M
Apr 23, 2026STOEHR DAVID L CHIEF FINANCIAL OFFICERSell$454.36K
Mar 04, 2026Hahnfeld Jeffrey D EVP-CONTROLLER & CHIEF ACC OFFSell$77.19K
Mar 02, 2026MURPHY RICHARD B VICE CHAIR,CHIEF LENDING OFCSell$585.39K

Insider Transactions Trends


DateBuySell
2026 Q2-3
2026 Q1-9
2025 Q4--
2025 Q322
2025 Q2--

WTFC Ownership FAQ


Who Owns Wintrust Financial?

Wintrust Financial shareholders are primarily institutional investors at 33.14%, followed by 1.43% insiders and 65.43% retail investors. The average institutional ownership in Wintrust Financial's industry, Regional Banks Stocks, is 38.28%, which Wintrust Financial falls below.

Who owns the most shares of Wintrust Financial?

Wintrust Financial’s largest shareholders are Vanguard group (6.75M shares, 10.07%), Blackrock funding, inc. /de (6.3M shares, 9.40%), and Blackrock (5.72M shares, 9.30%). Together, they hold 28.78% of Wintrust Financial’s total shares outstanding.

Does Blackrock own Wintrust Financial?

Yes, BlackRock owns 9.30% of Wintrust Financial, totaling 5.72M shares as of Jun 2024. This represents 0.01% of BlackRock's total assets, with a market value of 563.47M$. In the last quarter, BlackRock increased its holdings by 18.15K shares, a 0.32% change.

Who is Wintrust Financial’s biggest shareholder by percentage of total assets invested?

Lightrock netherlands b.v is Wintrust Financial’s biggest shareholder by percentage of total assets invested, with 5.35% of its assets in 180.37K Wintrust Financial shares, valued at 25.06M$.

Who is the top mutual fund holder of Wintrust Financial shares?

iShares Core S&P Mid-Cap ETF is the top mutual fund holder of Wintrust Financial shares, with 3.40% of its total shares outstanding invested in 2.3M Wintrust Financial shares.

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