WTFC
Wintrust Financial Corporation · Financial Services · Banks - Regional
Momentum inputs (comparable managers):
holder breadth +12.5% ·
share flow -0.4% ·
net new positions +5.6%
— formula
Ownership fragmentation — more holders, smaller aggregate stake
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q3 2025
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 121 | +4 | 46.71M | $7.50B | +10 | −5 |
| Q1 2026 | 119 | -1 | 46.44M | $6.45B | +4 | −6 |
| Q4 2025 | 120 | -1 | 50.40M | $7.04B | +2 | −2 |
| Q3 2025 | 18 | +2 | 26.75M | $3.54B | +2 | −1 |
| Q2 2025 | 14 | +2 | 24.90M | $3.09B | +3 | −1 |
| Q1 2025 | 9 | -2 | 6.06M | $681.55M | +1 | −3 |
| Q4 2024 | 11 | 0 | 5.51M | $687.36M | +2 | −2 |
| Q3 2024 | 10 | +2 | 3.34M | $362.79M | +2 | — |
| Q2 2024 | 8 | — | 2.66M | $261.75M | — | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | The Vanguard Group ✦ (passive) | 6.82M | -0.6% | $902.99M | 0.0% | ▼ Trim | 2 | SEC ↗ ×5 |
| 2 | BlackRock ✦ (passive) | 6.21M | +0.1% | $822.60M | 0.0% | ▲ Add | 2 | SEC ↗ ×16 |
| 3 | Fidelity (FMR) ✦ | 4.89M | -9.5% | $647.28M | 0.0% | ▼ Trim | 2 | SEC ↗ ×6 |
| 4 | State Street Global Advisors ✦ (passive) | 2.69M | -0.3% | $356.52M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 5 | JPMorgan Chase ✦ | 1.82M | — | $240.69M | 0.0% | n/c | 1 | SEC ↗ ×14 |
| 6 | Geode Capital Management ✦ (passive) | 1.26M | +2.6% | $166.38M | 0.0% | ▲ Add | 6 | SEC ↗ ×2 |
| 7 | Millennium Management ✦ | 749.01K | -27.4% | $99.20M | 0.1% | ▼ Trim | 6 | SEC ↗ |
| 8 | Wellington Management ✦ | 680.97K | New | $90.19M | 0.0% | New | 1 | SEC ↗ |
| 9 | Morgan Stanley ✦ | 484.75K | — | $64.20M | 0.0% | n/c | 1 | SEC ↗ ×10 |
| 10 | Fisher Asset Management ✦ | 464.53K | -2.7% | $61.52M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 11 | Goldman Sachs Group ✦ | 374.08K | — | $49.54M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 12 | Adage Capital Partners ✦ | 109.20K | -9.8% | $14.46M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | AQR Capital Management ✦ | 107.68K | +28.4% | $14.26M | 0.0% | ▲ Add | 6 | SEC ↗ ×4 |
| 14 | T. Rowe Price ✦ | 48.27K | +7.9% | $6.39M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 15 | Two Sigma Investments ✦ | 18.58K | New | $2.46M | 0.0% | New | 1 | SEC ↗ |
| 16 | Citadel Advisors ✦ | 15.84K | -48.1% | $2.10M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 17 | GAMCO Investors ✦ | 10.84K | -6.2% | $1.44M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 18 | Tweedy, Browne ✦ | 9.05K | +104.9% | $1.20M | 0.1% | ▲ Add | 3 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Wellington Management | $90.19M | 0.0% |
| Two Sigma Investments | $2.46M | 0.0% |
Exited
| Norges Bank | $87.42M | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 550 holders, 63.77M shares, $8.57B reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.
Open-market purchases (P)
No open-market insider purchases in our coverage window.
Open-market sales (S)
Officer · 13.52K sh · $2.20M
Awards, exercises and tax withholding are never counted as buys or sales here. Methodology