Wintrust Financial Ownership | Who Owns Wintrust Financial?


OverviewForecastRevenueFinancialsChartTranscripts

Wintrust Financial Ownership Summary


Wintrust Financial is owned by 97.60% institutional investors, 1.40% insiders, and 1.00% 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 3.43% of its assets in Wintrust Financial shares.

WTFC Ownership Benchmark


TypeName% Inst% Insiders% Retail
StockWintrust Financial97.60%1.40%1.00%
SectorFinancial Services Stocks 493.55%13.79%-407.34%
IndustryRegional Banks Stocks56.79%12.57%30.64%

Institutional Shareholders


Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Vanguard group6.75M10.07%$943.39M
Blackrock funding, inc. /de6.58M9.79%$1.06B
Blackrock5.72M9.30%$563.47M
Fmr5.12M7.62%$823.26M
Vanguard capital management3.07M4.57%$493.64M
Dimensional fund advisors lp2.68M3.98%$430.09M
State street2.66M3.95%$427.24M
First trust advisors lp1.75M2.60%$281.15M
Earnest partners1.37M2.04%$220.92M
Geode capital management1.34M1.99%$215.09M

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
Lightrock netherlands b.v.169.77K5.39%$27.29M
John w. rosenthal capital management35.80K5.03%$5.75M
Pmc fig opportunities17.07K4.38%$2.74M
Petiole usa29.75K3.44%$4.78M
Stieven capital advisors89.68K2.75%$14.41M
Sapience investments136.002.45%$18.90K
Chicago trust co na103.51K2.44%$16.64M
Reinhart partners527.15K1.93%$84.73M
Phocas financial74.92K1.67%$12.04M
Moody aldrich partners57.41K1.66%$9.23M

Top Buyers

HolderShares% AssetsChange
Sixth street partners management company801.41K0.02%801.41K
Norges bank742.96K0.01%742.96K
Blackrock funding, inc. /de6.58M0.02%286.83K
Alyeska investment group345.49K0.14%169.47K
Verition fund management120.67K0.10%120.67K

Top Sellers

HolderShares% AssetsChange
Channing capital management65.17K0.24%-545.52K
Massachusetts financial services co /ma/---295.38K
Freestone grove partners lp---285.88K
William blair investment management---272.20K
Wellington management group llp584.88K0.02%-247.47K

New Positions

HolderShares% AssetsChangeValue
Sixth street partners management company801.41K0.02%801.41K$128.80M
Norges bank742.96K0.01%742.96K$119.41M
Axa investment managers74.17K0.03%74.17K$9.82M
Capitolis liquid global markets48.00K0.05%48.00K$6.36M
Point72 asset management47.23K0.01%47.23K$7.59M

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 %
Jun 30, 20265946.26%65,634,3221.70%971.06%32013.48%166-7.26%
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%

Top Mutual Funds Shareholders


HolderShares% HoldingChange
iShares Core S&P Mid-Cap ETF2.32M3.43%71.00
Vanguard MStar Total Stk Mkt Idx Invest2.15M3.18%5.19K
Vanguard Total Stock Mkt Idx Inv2.14M3.17%6.56K
Vanguard Morn Total Stk Mkt Idx Investor2.14M3.17%6.56K
Vanguard US Total Market Shares ETF2.10M3.14%1.03K
Vanguard Small Cap Index1.55M2.30%3.42K
American Funds SMALLCAP World A1.33M1.98%-
Vanguard MStar Small Cap Value Index984.84K1.46%3.08K
Vanguard Small Cap Value Index Inv981.76K1.46%-15.51K
Vanguard Morn Small Cap Value Index981.76K1.46%-15.51K

Recent Insider Transactions


DateNameRoleActivityValue
Aug 13, 2026DYKSTRA DAVID A VICE CHAIRMAN AND COOSell$2.20M
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

Insider Transactions Trends


DateBuySell
2026 Q3-1
2026 Q2-3
2026 Q1-9
2025 Q4--
2025 Q322

WTFC Ownership FAQ


Who Owns Wintrust Financial?

Wintrust Financial shareholders are primarily institutional investors at 97.60%, followed by 1.40% insiders and 1.00% retail investors. The average institutional ownership in Wintrust Financial's industry, Regional Banks Stocks, is 56.79%, 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 funding, inc. /de (6.58M shares, 9.79%), and Blackrock (5.72M shares, 9.30%). Together, they hold 29.16% 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 5.39% of its assets in 169.77K Wintrust Financial shares, valued at 27.29M$.

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 3.43% of its total shares outstanding invested in 2.32M Wintrust Financial shares.

Try Tickergate Pro Free

Customize Everything. 100% Flexibility. Fast and Easy to Use (No code or Excel Needed)

  • Customize your own personal stocks lists, views and charts

  • Choose from hundreds of fields, up to 15 years of history

  • Conduct deep comparison analysis

  • Discover trending investment themes

  • Find your next best investment

  • Research stocks using tools