WTFC
Wintrust Financial Corporation · Financial Services · Banks - Regional
Моментум-факторы (сопоставимые управляющие):
широта держателей -0.8% ·
поток акций +1.2% ·
новые чистые позиции -1.7%
— формула
Концентрированное накопление — рост доли акций у меньшего числа держателей
Все данные о владении: только отслеживаемые управляющие 13F, позиции по обыкновенным акциям, отчётный период Q1 2026
| Квартал | Держатели | Δ | Акции | Отчётная стоимость | Новый | Выходы |
|---|---|---|---|---|---|---|
| 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 | — | — |
| # | Управляющий | Акции | Δ акций | Стоимость | Их вес | Держится | ||
|---|---|---|---|---|---|---|---|---|
| 1 | BlackRock ✦ (пассивный) | 6.30M | +2.1% | $874.85M | 0.0% | ▲ Add | 4 | SEC ↗ ×15 |
| 2 | Fidelity (FMR) ✦ | 5.29M | -1.8% | $734.49M | 0.0% | ▼ Trim | 4 | SEC ↗ ×5 |
| 3 | Vanguard Capital Management Llc | 3.03M | — | $420.40M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Dimensional Fund Advisors Lp | 2.70M | -0.2% | $375.39M | 0.1% | ▼ Trim | 2 | SEC ↗ ×5 |
| 5 | State Street Global Advisors ✦ (пассивный) | 2.59M | -3.3% | $359.35M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 6 | First Trust Advisors Lp | 1.83M | +26.6% | $254.30M | 0.2% | ▲ Add | 2 | SEC ↗ |
| 7 | Invesco Ltd. | 1.37M | +20.2% | $190.17M | 0.0% | ▲ Add | 2 | SEC ↗ ×13 |
| 8 | Geode Capital Management ✦ (пассивный) | 1.32M | +3.6% | $183.35M | 0.0% | ▲ Add | 8 | SEC ↗ ×2 |
| 9 | Principal Financial Group Inc | 1.27M | -0.6% | $175.87M | 0.1% | ▼ Trim | 2 | SEC ↗ ×3 |
| 10 | Bank Of America Corp /De/ | 1.02M | -3.1% | $141.52M | 0.0% | ▼ Trim | 2 | SEC ↗ ×5 |
| 11 | Clearbridge Investments, LLC | 957.24K | +9.4% | $133.00M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 12 | Capital International Investors | 902.67K | -32.4% | $125.42M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | Jennison Associates Llc | 848.64K | -14.6% | $117.91M | 0.1% | ▼ Trim | 2 | SEC ↗ ×2 |
| 14 | Wellington Management ✦ | 832.35K | 0.0% | $115.65M | 0.0% | Held | 3 | SEC ↗ |
| 15 | Charles Schwab Investment… | 807.55K | +4.5% | $112.20M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Northern Trust Corp | 787.58K | +2.5% | $109.43M | 0.0% | ▲ Add | 2 | SEC ↗ ×6 |
| 17 | Sei Investments Co | 745.27K | -0.4% | $103.55M | 0.1% | ▼ Trim | 2 | SEC ↗ ×2 |
| 18 | Millennium Management ✦ | 698.88K | -9.8% | $97.10M | 0.1% | ▼ Trim | 8 | SEC ↗ |
| 19 | JPMorgan Chase ✦ | 722.65K | -5.3% | $96.51M | 0.0% | ▼ Trim | 3 | SEC ↗ ×7 |
| 20 | Alliancebernstein L.P. | 606.00K | -17.1% | $84.73M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 21 | Bank of New York Mellon Corp | 595.83K | +13.2% | $82.78M | 0.0% | ▲ Add | 2 | SEC ↗ ×15 |
| 22 | Janus Henderson Group Plc | 570.82K | -6.3% | $79.31M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 23 | Federated Hermes, Inc. | 530.47K | +12.9% | $73.70M | 0.1% | ▲ Add | 2 | SEC ↗ ×3 |
| 24 | Victory Capital Management Inc | 525.93K | -12.4% | $73.07M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 25 | Goldman Sachs Group ✦ | 510.72K | +48.7% | $70.96M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 26 | Morgan Stanley ✦ | 499.49K | +3.8% | $69.40M | 0.0% | ▲ Add | 3 | SEC ↗ ×12 |
| 27 | Aberdeen Group plc | 476.31K | +0.6% | $66.18M | 0.1% | ▲ Add | 2 | SEC ↗ ×3 |
| 28 | Fisher Asset Management ✦ | 443.07K | -5.8% | $61.56M | 0.0% | ▼ Trim | 8 | SEC ↗ |
| 29 | Capital World Investors ✦ | 431.80K | Новый | $59.99M | 0.0% | New | 1 | SEC ↗ |
| 30 | Envestnet Asset Management Inc | 422.86K | +9.3% | $58.75M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 31 | FIL Ltd | 358.09K | +0.1% | $49.75M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 32 | New York State Common Retirement… | 332.35K | -0.9% | $46.18M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 33 | Raymond James Financial Inc | 319.77K | -1.8% | $44.43M | 0.0% | ▼ Trim | 2 | SEC ↗ ×4 |
| 34 | BNP Paribas Asset Management… | 293.03K | -2.2% | $40.71M | 0.0% | ▼ Trim | 2 | SEC ↗ ×4 |
| 35 | Quantinno Capital Management LP | 282.38K | +68.8% | $39.23M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 36 | American Century Companies Inc | 281.07K | -37.7% | $39.05M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 37 | UBS Group AG | 271.53K | +23.7% | $37.73M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 38 | Boston Partners | 266.84K | +6.3% | $37.11M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 39 | Nuveen, LLC | 254.34K | -1.7% | $35.34M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 40 | Rhumbline Advisers | 198.29K | +1.7% | $27.55M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 41 | Ameriprise Financial Inc | 176.85K | +109.7% | $24.57M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 42 | Citadel Advisors ✦ | 176.74K | +10277.9% | $24.56M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 43 | Alyeska Investment Group, L.P. | 176.03K | +3353.5% | $24.46M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 44 | Holocene Advisors, LP | 170.78K | -34.8% | $23.73M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 45 | Jones Financial Companies Lllp | 174.06K | +23390.3% | $23.01M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 46 | California Public Employees… | 156.06K | +20.1% | $21.68M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 47 | UBS AM, a distinct business unit of… | 154.41K | +0.3% | $21.45M | 0.0% | ▲ Add | 2 | SEC ↗ ×9 |
| 48 | Allspring Global Investments… | 147.09K | -22.8% | $20.60M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 49 | Wells Fargo & Company/Mn | 135.57K | -0.9% | $18.84M | 0.0% | ▼ Trim | 2 | SEC ↗ ×4 |
| 50 | State Of Wisconsin Investment Board | 134.77K | -6.5% | $18.72M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 51 | Qube Research & Technologies Ltd | 132.82K | +185.7% | $18.45M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 52 | Swiss National Bank | 132.47K | +0.2% | $18.40M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 53 | Adage Capital Partners ✦ | 117.20K | +12.5% | $16.28M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 54 | AQR Capital Management ✦ | 117.07K | +48.3% | $15.97M | 0.0% | ▲ Add | 8 | SEC ↗ ×6 |
| 55 | LPL Financial LLC | 112.40K | +5.8% | $15.62M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 56 | Amundi | 111.46K | -24.6% | $15.49M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 57 | Neuberger Berman Group LLC | 108.47K | +33.5% | $15.07M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 58 | Loomis Sayles & Co L P | 107.11K | -31.1% | $14.88M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 59 | Royal Bank Of Canada | 90.13K | -19.3% | $12.52M | 0.0% | ▼ Trim | 2 | SEC ↗ ×8 |
| 60 | Legal & General Group Plc | 86.63K | -13.2% | $12.04M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 61 | California State Teachers… | 78.73K | +24.1% | $10.94M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 62 | Canada Pension Plan Investment Board | 78.70K | +1074.6% | $10.93M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 63 | T. Rowe Price ✦ | 57.16K | +12.2% | $7.94M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 64 | Fifth Third Bancorp | 54.21K | +150.3% | $7.53M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 65 | Stifel Financial Corp | 53.24K | -4.1% | $7.40M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 66 | Citigroup Inc | 52.71K | -17.8% | $7.32M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 67 | Corient Private Wealth LP | 50.77K | +7.4% | $7.04M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 68 | Lazard Asset Management Llc | 49.45K | -24.8% | $6.87M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 69 | Barclays Plc | 46.60K | -30.1% | $6.47M | 0.0% | ▼ Trim | 2 | SEC ↗ ×4 |
| 70 | Manufacturers Life Insurance… | 46.56K | -2.4% | $6.47M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 71 | State Board Of Administration Of… | 45.77K | -1.1% | $6.36M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 72 | Marshall Wace ✦ | 45.57K | +809.0% | $6.33M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 73 | Cetera Investment Advisers | 43.82K | +13.1% | $6.09M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 74 | Universal- Beteiligungs- und… | 36.34K | -6.8% | $5.05M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 75 | Bank Of Montreal /Can/ | 33.78K | +6.7% | $4.69M | 0.0% | ▲ Add | 2 | SEC ↗ ×5 |
| 76 | Us Bancorp \De\ | 33.73K | +0.5% | $4.69M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 77 | Tudor Investment Corp Et Al | 31.91K | -53.0% | $4.43M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 78 | Mml Investors Services, Llc | 29.98K | -2.4% | $4.17M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 79 | Zurcher Kantonalbank (Zurich… | 28.84K | +24.6% | $4.01M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 80 | Creative Planning | 23.44K | +24.0% | $3.26M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 81 | Truist Financial Corp | 22.62K | -4.6% | $3.14M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 82 | Susquehanna International Group, Llp | 21.51K | +2.6% | $2.99M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 83 | Cerity Partners LLC | 19.76K | -9.8% | $2.74M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 84 | HighTower Advisors, LLC | 19.16K | +15.2% | $2.66M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 85 | D. E. Shaw & Co. ✦ | 18.88K | Новый | $2.62M | 0.0% | New | 1 | SEC ↗ |
| 86 | Blair William & Co/Il | 18.86K | +0.6% | $2.62M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 87 | Assetmark, Inc | 17.61K | -2.6% | $2.45M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 88 | Allianz Asset Management GmbH | 13.67K | -67.8% | $1.90M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 89 | Russell Investments Group, Ltd. | 13.42K | +1.8% | $1.86M | 0.0% | ▲ Add | 2 | SEC ↗ ×8 |
| 90 | Focus Partners Wealth | 10.91K | +78.9% | $1.53M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 91 | GAMCO Investors ✦ | 10.77K | +0.6% | $1.50M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 92 | Pictet Asset Management Holding SA | 10.62K | +6.6% | $1.47M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 93 | Deutsche Bank Ag\ | 10.01K | +11.3% | $1.39M | 0.0% | ▲ Add | 2 | SEC ↗ ×5 |
| 94 | Commonwealth Equity Services, Llc | 9.59K | -1.7% | $1.33M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 95 | Pnc Financial Services Group, Inc. | 9.03K | -0.8% | $1.25M | 0.0% | ▼ Trim | 2 | SEC ↗ ×6 |
| 96 | Bnp Paribas Financial Markets | 8.68K | -1.4% | $1.21M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 97 | Northwestern Mutual Wealth… | 8.61K | -5.5% | $1.20M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 98 | Pacer Advisors, Inc. | 7.95K | -0.7% | $1.10M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 99 | CIBC Bancorp USA Inc. | 6.94K | — | $963,948 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 100 | Wealth Enhancement Advisory… | 6.64K | -18.3% | $927,647 | 0.0% | ▼ Trim | 2 | SEC ↗ |
«Их вес» = доля позиции в совокупной стоимости акций по 13F данного управляющего — показатель убеждённости. ✦ = курируемый управляющий.
Новые покупатели
| Capital World Investors | $59.99M | 0.0% |
| D. E. Shaw & Co. | $2.62M | 0.0% |
Закрыто
| Norges Bank | $111.92M | составлял 0.0% |
| Bank Of Nova Scotia | $24.06M | составлял 0.0% |
| Hrt Financial Lp | $8.53M | составлял 0.0% |
| Hsbc Holdings Plc | $3.14M | составлял 0.0% |
| Squarepoint Ops LLC | $2.54M | составлял 0.0% |
| Mariner, LLC | $1.64M | составлял 0.0% |
Контекст по всему рынку: по ВСЕМ фондам, подающим 13F (структурированные данные SEC, Q1 2026): 550 держатели, 63.77M акции, $8.57B отражено в отчётности. Это иной, более ранний период по сравнению с показателями отслеживаемой вселенной выше, и они никогда не смешиваются.
Что ещё чаще всего держат отслеживаемые держатели данной ценной бумаги — количество случаев совместного владения, а не фундаментальные взаимосвязи.
Покупки на открытом рынке (P)
Покупок инсайдеров на открытом рынке в нашем окне покрытия нет.
Продажи на открытом рынке (S)
Officer · 13.52K акц. · $2.20M
Вознаграждения, исполнение опционов и удержание налогов никогда не учитываются здесь как покупки или продажи. Методология