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Wintrust Financial Ownership | Who Owns Wintrust Financial?

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Wintrust Financial Ownership Summary

Wintrust Financial is owned by 64.82% institutional investors, 1.51% insiders, and 33.67% 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 3.23% of its assets in Wintrust Financial shares.

WTFC Ownership Benchmark

TypeName% Inst% Insiders% Retail
StockWintrust Financial64.82%1.51%33.67%
SectorFinancial Services Stocks 32.19%15.44%52.37%
IndustryRegional Banks Stocks31.54%12.70%55.76%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Vanguard group6.75M10.07%$943.39M
Blackrock5.72M9.30%$563.47M
Blackrock funding, inc. /de6.16M9.21%$861.97M
Fmr4.89M7.30%$647.28M
Dimensional fund advisors lp2.71M4.04%$378.59M
State street2.69M4.02%$356.52M
First trust advisors lp1.99M2.98%$263.94M
Earnest partners1.44M2.15%$201.36M
Capital investors1.33M1.99%$186.59M
Geode capital management1.27M1.90%$178.04M

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
Lightrock netherlands b.v.181.50K5.26%$25.38M
John w. rosenthal capital management35.80K4.64%$5.01M
Stieven capital advisors123.98K3.21%$17.34M
Petiole usa29.75K2.72%$3.94M
Elizabeth park capital advisors24.39K2.61%$3.23M
Chicago trust co na134.40K2.51%$17.80M
Channing capital management678.43K2.37%$89.85M
Phocas financial123.31K2.24%$17.24M
Sapience investments4.32K2.24%$572.01K
Reinhart partners524.57K2.20%$73.35M

Top Buyers

HolderShares% AssetsChange
Norges bank800.49K0.01%800.49K
Wellington management group llp680.97K0.02%680.97K
Artemis investment management llp424.03K0.72%424.03K
Fil564.23K0.06%197.97K
Meeder asset management154.97K1.17%154.97K

Top Sellers

HolderShares% AssetsChange
Fmr4.89M0.03%-513.56K
Massachusetts financial services co /ma/---295.38K
Freestone grove partners lp---285.88K
William blair investment management---272.20K
Azora capital lp152.74K0.94%-202.85K

New Positions

HolderShares% AssetsChangeValue
Norges bank800.49K0.01%800.49K$111.92M
Wellington management group llp680.97K0.02%680.97K$90.19M
Artemis investment management llp424.03K0.72%424.03K$59.29M
Meeder asset management154.97K1.17%154.97K$21.67M
Polar asset management partners106.42K0.16%106.42K$14.09M

Sold Out

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

Institutional Ownership Trends

DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
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%
Dec 31, 2024257-37.92%32,977,366-45.18%490.58%116-52.65%73-33.64%

Top Mutual Funds Shareholders

HolderShares% HoldingChange
iShares Core S&P Mid-Cap ETF2.16M3.23%97.28K
Vanguard Total Stock Mkt Idx Inv2.10M3.14%3.72K
Vanguard US Total Market Shares ETF2.10M3.14%1.03K
Vanguard Small Cap Index1.52M2.27%-248.00
American Funds SMALLCAP World A1.33M1.99%-33.37K
Vanguard Explorer Inv1.20M1.80%151.40K
First Trust RBA Amer Indl RenaisTM ETF999.61K1.49%3.38K
Vanguard Small Cap Value Index Inv973.99K1.45%-7.39K
Fidelity Low-Priced Stock779.89K1.16%-
Fidelity Mid-Cap Stock761.26K1.14%-431.00

Recent Insider Transactions

DateNameRoleActivityValue
Mar 04, 2026Hahnfeld Jeffrey D EVP-CONTROLLER & CHIEF ACC OFFSell$77.19K
Mar 02, 2026MURPHY RICHARD B VICE CHAIR,CHIEF LENDING OFCSell$585.39K
Feb 04, 2026Boege Kathleen M EVP, CHIEF LEGAL OFC, AND SECSell$798.05K
Jan 30, 2026Lee David Eric VICE CHAIR, WINTRUST FINANCIALSell$82.26K
Jan 29, 2026Boege Kathleen M EVP, CHIEF LEGAL OFC, AND SECSell$429.51K

Insider Transactions Trends

DateBuySell
2026 Q1-9
2025 Q4--
2025 Q322
2025 Q2--
2025 Q1310

WTFC Ownership FAQ

Who Owns Wintrust Financial?

Wintrust Financial shareholders are primarily institutional investors at 64.82%, followed by 1.51% insiders and 33.67% retail investors. The average institutional ownership in Wintrust Financial's industry, Regional Banks Stocks, is 31.54%, which Wintrust Financial exceeds.

Who owns the most shares of Wintrust Financial?

Wintrust Financial’s largest shareholders are Vanguard group (6.75M shares, 10.07%), Blackrock (5.72M shares, 9.30%), and Blackrock funding, inc. /de (6.16M shares, 9.21%). Together, they hold 28.58% 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 5.26% of its assets in 181.5K Wintrust Financial shares, valued at 25.38M$.

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 3.23% of its total shares outstanding invested in 2.16M Wintrust Financial shares.

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