Go Pro
→ Louis Navellier: My #1 AI stock for 2026 (name & ticker inside) (From InvestorPlace) (Ad)tc pixel Free WBS Stock Alerts

Webster Financial (WBS) Institutional Ownership

Webster Financial logo
$76.18 -0.04 (-0.05%)
Closing price 07/14/2026 03:59 PM Eastern
Extended Trading
$75.96 -0.22 (-0.29%)
As of 08:04 AM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Massive. Learn more.
Compare

Institutional Ownership Changes (13F Filings) for Webster Financial (NYSE:WBS)

Current
Institutional Ownership
Percentage
85.58%
Number of
Institutional Buyers
(last 12 months)
341
Total
Institutional Inflows
(last 12 months)
$2.24B
Number of
Institutional Sellers
(last 12 months)
238
Total
Institutional Outflows
(last 12 months)
$1.30B
Get WBS Insider Trade Alerts

Want to know when executives and insiders are buying or selling Webster Financial stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Subscribe Now
SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

WBS Institutional Buying and Selling by Quarter

Webster Financial Major Shareholders & Ownership History

Export
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/9/2026 Everhart Financial Group Inc.5,613$429K0.0%+4.1%0.003%
7/9/2026 Hennion & Walsh Asset Management Inc.10,124$774K0.0%-6.9%0.006%
7/8/2026 Trust Point Inc.2,646$202K0.0%N/A0.002%
7/8/2026 Longboard Asset Management LP2,792$213K3.6%N/A0.002%
7/7/2026 GAMMA Investing LLC6,010$459K0.0%+9.0%0.004%
7/2/2026 Versant Capital Management Inc2,770$212K0.0%-4.5%0.002%
6/15/2026Carmignac Gestion194,025$13.47M0.2%N/A0.120%
6/3/2026NewEdge Advisors LLC4,513$313K0.0%-69.1%0.003%
5/28/2026Carlson Capital L.P.39,000$2.71M0.9%N/A0.024%
5/26/2026Glenmede Trust Co. NA6,089$423K0.0%-12.3%0.004%
5/22/2026Groupama Asset Managment148,438$10.31M0.1%+4.9%0.092%
5/19/2026Bank of America Corp DE3,727,744$258.78M0.0%+67.6%2.301%
5/19/2026Janus Henderson Group PLC106,800$7.42M0.0%+45.5%0.066%
5/19/2026Arkadios Wealth Advisors10,659$740K0.0%-14.9%0.007%
5/18/2026Amundi339,328$23.56M0.0%+282.5%0.209%
5/18/2026California State Teachers Retirement System192,741$13.38M0.0%+18.5%0.119%
5/18/2026Royal Bank of Canada106,897$7.42M0.0%-39.0%0.066%
5/16/2026The Manufacturers Life Insurance Company 82,398$5.72M0.0%-30.4%0.051%
5/16/2026Quantinno Capital Management LP112,305$7.80M0.0%+17.0%0.069%
5/16/2026Whitebox Advisors LLC1,925,001$133.63M1.6%N/A1.188%
5/16/2026Polar Asset Management Partners Inc.535,015$37.14M0.7%+797.3%0.330%
5/16/2026SummitTX Capital L.P.5,000$347K0.0%N/A0.003%
5/16/2026Lazard Asset Management LLC53,712$3.73M0.0%+107.6%0.033%
5/15/2026Absolute Gestao de Investimentos Ltda.300,000$20.83M2.4%N/A0.185%
5/15/2026Cannell & Spears LLC3,166$215K0.0%N/A0.002%
5/14/2026Healthcare of Ontario Pension Plan Trust Fund1,392,586$96.67M0.2%+1,397.4%0.859%
5/14/2026Gabelli Funds LLC193,900$13.46M0.1%+862.3%0.120%
5/14/2026GABELLI & Co INVESTMENT ADVISERS INC.127,282$8.84M1.3%N/A0.079%
5/14/2026Gamco Investors INC. ET AL18,599$1.29M0.0%-52.4%0.011%
5/14/2026Public Employees Retirement System of Ohio46,649$3.24M0.0%-5.4%0.029%
5/14/2026Compound Planning Inc.5,759$400K0.0%+13.9%0.004%
5/14/2026Modern Wealth Management LLC3,098$218K0.0%N/A0.002%
5/14/2026Arrowstreet Capital Limited Partnership201,832$14.01M0.0%+4,779.9%0.125%
5/14/2026Caxton Associates LLP680,675$47.25M1.1%N/A0.420%
5/14/2026Capula Management Ltd145,990$10.14M0.1%N/A0.090%
5/14/2026Bank of Nova Scotia670,212$46.53M0.1%+840.9%0.414%
5/14/2026Systematic Financial Management LP726,069$50.40M1.2%-28.7%0.448%
5/14/2026Sei Investments Co.1,592,919$110.58M0.1%-11.1%0.983%
5/14/2026DLD Asset Management LP6,989$485K0.0%N/A0.004%
5/14/2026State of Wyoming1,870$130K0.0%-28.2%0.001%
The $15 Gold Fund That Pays Up to $1,152/Month (Ad)

Gold is hitting record highs, but most investors are leaving income on the table. A $15 fund is quietly paying out up to $1,152 a month to regular investors - no mining stocks, no options, no physical metal required. Chief Income Strategist Tim Plaehn calls it a breakthrough strategy that transforms gold's rally into reliable monthly payouts. The next distribution is just days away.tc pixel

Discover the gold income fund before the next payout date
5/13/2026Cetera Investment Advisers34,842$2.42M0.0%-11.6%0.022%
5/13/2026First Trust Advisors LP356,232$24.73M0.0%-25.5%0.220%
5/8/2026One Charles Private Wealth Services LLC4,670$324K0.1%-5.7%0.003%
5/7/2026Kapitalo Investimentos Ltda51,913$3.60M0.7%N/A0.032%
5/7/2026Meeder Advisory Services Inc.3,023$210K0.0%N/A0.002%
5/7/2026Dimensional Fund Advisors LP6,327,138$439.22M0.1%-20.1%3.905%
5/7/2026Parallel Advisors LLC2,593$180K0.0%+71.8%0.002%
5/7/2026KBC Group NV5,332$370K0.0%+11.6%0.003%
5/7/2026Swiss National Bank319,100$22.15M0.0%-2.6%0.197%
5/7/2026ANB Bank4,448$309K0.1%N/A0.003%
5/6/2026California Public Employees Retirement System327,429$22.73M0.0%+2.4%0.202%
5/6/2026John G Ullman & Associates Inc.27,550$1.91M0.3%-0.5%0.017%
5/6/2026Assetmark Inc.739$51K0.0%-72.0%0.000%
5/6/2026Allspring Global Investments Holdings LLC21,736$1.53M0.0%-96.8%0.013%
5/5/2026Bank of New York Mellon Corp1,370,947$95.17M0.0%-1.6%0.846%
5/5/2026Sanctuary Advisors LLC11,552$802K0.0%-37.0%0.007%
5/4/2026ABC Arbitrage SA4,327$300K0.0%N/A0.003%
5/4/2026State of Michigan Retirement System38,844$2.70M0.0%+1.8%0.024%
5/4/2026Principal Financial Group Inc.359,802$24.98M0.0%-69.3%0.222%
5/4/2026Teachers Retirement System of The State of Kentucky50,146$3.48M0.0%-5.6%0.031%
5/2/2026International Assets Investment Management LLC1,839$129K0.0%-36.1%0.001%
5/1/2026Fifth Third Bancorp60,406$4.19M0.0%+183.3%0.037%
5/1/2026Sequoia Financial Advisors LLC9,233$641K0.0%-22.3%0.006%
5/1/2026 Cedar Mountain Advisors LLC799$55K0.0%N/A0.000%
4/30/2026Hsbc Holdings PLC637,642$43.99M0.0%+4,807.2%0.394%
4/30/2026Kestra Advisory Services LLC8,072$560K0.0%+23.6%0.005%
4/30/2026Oregon Public Employees Retirement Fund33,124$2.30M0.0%+2.8%0.020%
4/29/2026Credit Industriel ET Commercial105,221$7.30M0.6%N/A0.065%
4/28/2026Whittier Trust Co. of Nevada Inc.2,254$158K0.0%-98.1%0.001%
4/28/2026Whittier Trust Co.4,857$341K0.0%-97.7%0.003%
4/28/2026Praxis Investment Management Inc.5,418$376K0.0%+18.6%0.003%
4/28/2026New England Capital Financial Advisors LLC437$30K0.0%+246.8%0.000%
4/27/2026HB Wealth Management LLC9,567$664K0.0%+42.0%0.006%
4/27/2026PFG Investments LLC3,689$256K0.0%-8.5%0.002%
4/27/2026World Investment Advisors2,960$206K0.0%N/A0.002%
4/27/2026New York State Teachers Retirement System249,961$17.35M0.0%-5.1%0.155%
4/27/2026Platform Technology Partners3,213$223K0.0%-9.3%0.002%
4/25/2026Pzena Investment Management LLC409,207$28.41M0.1%-75.2%0.254%
4/24/2026Root Financial Partners LLC1,354$94K0.0%+147.1%0.001%
4/24/2026Essex Financial Services Inc.21,045$1.46M0.1%+4.7%0.013%
4/24/2026Trust Investment Advisors22,100$1.53M0.9%-16.8%0.014%
4/23/2026Orange Investment Advisors Inc.36,210$2.51M0.3%-4.6%0.022%
4/22/2026Patriot Financial Group Insurance Agency LLC33,038$2.29M0.1%+95.4%0.020%
4/22/2026Janney Montgomery Scott LLC40,962$2.84M0.0%-5.3%0.025%
4/22/2026Pictet Asset Management Holding SA26,509$1.84M0.0%+6.3%0.016%
4/22/2026Sterling Capital Management LLC79,705$5.53M0.1%-6.2%0.049%
4/21/2026Wealth Effects LLC3,051$212K0.1%N/A0.002%
4/21/2026Aaron Wealth Advisors LLC5,237$364K0.0%-10.4%0.003%
4/21/2026Louisiana State Employees Retirement System46,700$3.24M0.1%N/A0.029%
4/20/2026Ritholtz Wealth Management7,268$505K0.0%+26.0%0.005%
The REAL Reason Trump is Invading Iran (Ad)

For a moment… Forget about Trump’s ties to Israel. Forget about reports of Iran’s nuclear program. Because my research has led me to believe we’re risking World War 3 with Iran for a completely different reason.tc pixel

Click here to find out what it is.
4/20/2026Blue Trust Inc.9,356$649K0.0%+2.4%0.006%
4/20/2026Fifth Third Wealth Advisors LLC8,911$619K0.0%+34.5%0.006%
4/20/2026OP Asset Management Ltd47,792$3.32M0.0%N/A0.030%
4/20/2026 Assenagon Asset Management S.A.1,581,021$109.75M0.2%N/A0.981%
4/18/2026Leeward Investments LLC MA190,342$13.21M0.7%-3.3%0.118%
4/17/2026Webster Bank N. A.8,432$585K0.1%-3.4%0.005%
4/16/2026SG Americas Securities LLC12,578$873K0.0%-69.7%0.008%
4/16/2026Evolve Private Wealth LLC4,303$299K0.0%+12.3%0.003%
3/20/2026Hsbc Holdings PLC12,994$821K0.0%-81.9%0.008%
3/17/2026Rockefeller Capital Management L.P.9,890$622K0.0%+108.4%0.006%


WBS Institutional Ownership - Frequently Asked Questions

During the previous two years, 543 institutional investors and hedge funds held shares of Webster Financial. The most heavily invested institutionals were Vanguard Group Inc. ($1.04B), FMR LLC ($469.01M), Dimensional Fund Advisors LP ($439.22M), State Street Corp ($400.34M), Invesco Ltd. ($347.18M), Price T Rowe Associates Inc. MD ($330.21M), and Capital International Investors ($263.06M).Learn more on Webster Financial's institutional investors.

85.58% of Webster Financial's stock is owned by institutional investors. Learn more on WBS's institutional investor holdings.

Of the 465 institutional investors that purchased Webster Financial's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Norges Bank ($6.85M), Assenagon Asset Management S.A. ($2.40M), Dimensional Fund Advisors LP ($2.04M), Alyeska Investment Group L.P. ($2.01M), Bank of Montreal Can ($1.94M), Whitebox Advisors LLC ($1.93M), and Balyasny Asset Management L.P. ($1.75M).

Institutional investors have bought a total of 35,821,630 shares in the last 24 months. This purchase volume represents approximately $2.24B in transactions.

Of the 238 institutional investors that sold Webster Financial's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Allspring Global Investments Holdings LLC ($1.76M), Alyeska Investment Group L.P. ($1.75M), Dimensional Fund Advisors LP ($1.59M), Pzena Investment Management LLC ($1.24M), Azora Capital LP ($1.12M), Millennium Management LLC ($1.11M), and Vanguard Group Inc. ($993.93K).

Institutional investors have sold a total of 20,672,028 shares in the last 24 months. This volume of shares sold represents approximately $1.30B in transactions.


Related Companies

This page (NYSE:WBS) was last updated on 7/15/2026 by MarketBeat.com Staff.
From Our Partners
Trump's gold order: the announcement they won't put on the front page
On August 15, 1971, Nixon interrupted prime-time television and ended the gold standard in 15 minutes - no deb...
Reagan Gold Group | Sponsoredtc pixel
Iran's New Leader Just Said Something That Should Terrify Every American
Iran's Supreme Leader has declared the Strait of Hormuz closed as leverage against the U.S. - and with 40% of ...
American Alternative | Sponsoredtc pixel
Louis Navellier: My #1 AI stock for 2026 (name & ticker inside)
Louis Navellier's Stock Grader system helped him flag Nvidia before its 82,000% run and has identified the top...
InvestorPlace | Sponsoredtc pixel
The $15 Gold Fund That Pays Up to $1,152/Month
Gold is hitting record highs, but most investors are leaving income on the table. A $15 fund is quietly paying...
Investors Alley | Sponsoredtc pixel
Trump Takes Emergency Action - Plus Elon Musk's New Venture
Elon Musk has quietly launched a new venture - one that has nothing to do with rockets, EVs, or Neuralink. Tru...
Altimetry | Sponsoredtc pixel
DOJ Admits It In Court—Your Cash Can Be Seized Without Warning
The Department of Justice recently argued in court that cash may not be legally your property - raising concer...
Priority Gold | Sponsoredtc pixel
Your $29.97 book is free today
Why Some Traders Skip Stocks Entirely You don't need a big account to trade options. In fact, options ca...
Profits Run | Sponsoredtc pixel
SPCX Warning - and Worst News for Stocks in 50 Years
Goldman Sachs and Morgan Stanley are now predicting what could be the worst news for the U.S. stock market in ...
TradeSmith | Sponsoredtc pixel