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Webster Financial (WBS) Institutional Ownership

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$77.96 +0.04 (+0.05%)
Closing price 03:59 PM Eastern
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$77.82 -0.14 (-0.18%)
As of 07:34 PM Eastern
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Institutional Ownership Changes (13F Filings) for Webster Financial (NYSE:WBS)

Current
Institutional Ownership
Percentage
85.58%
Number of
Institutional Buyers
(last 12 months)
328
Total
Institutional Inflows
(last 12 months)
$2.22B
Number of
Institutional Sellers
(last 12 months)
232
Total
Institutional Outflows
(last 12 months)
$1.26B
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WBS Institutional Buying and Selling by Quarter

Webster Financial Major Shareholders & Ownership History

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%
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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%
5/8/2026 One 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%
5/6/2026 Assetmark 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%
5/4/2026 ABC Arbitrage SA4,327$300K0.0%N/A0.003%
5/4/2026 State 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%
5/2/2026 International Assets Investment Management LLC1,839$129K0.0%-36.1%0.001%
5/1/2026Fifth Third Bancorp60,406$4.19M0.0%+183.3%0.037%
5/1/2026 Sequoia 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%
4/30/2026 Kestra Advisory Services LLC8,072$560K0.0%+23.6%0.005%
4/30/2026 Oregon Public Employees Retirement Fund33,124$2.30M0.0%+2.8%0.020%
4/29/2026 Credit Industriel ET Commercial105,221$7.30M0.6%N/A0.065%
4/28/2026 Whittier Trust Co. of Nevada Inc.2,254$158K0.0%-98.1%0.001%
4/28/2026 Whittier Trust Co.4,857$341K0.0%-97.7%0.003%
4/28/2026Praxis Investment Management Inc.5,418$376K0.0%+18.6%0.003%
4/28/2026 New England Capital Financial Advisors LLC437$30K0.0%+246.8%0.000%
4/27/2026 HB Wealth Management LLC9,567$664K0.0%+42.0%0.006%
4/27/2026 PFG Investments LLC3,689$256K0.0%-8.5%0.002%
4/27/2026World Investment Advisors2,960$206K0.0%N/A0.002%
4/27/2026 New York State Teachers Retirement System249,961$17.35M0.0%-5.1%0.155%
4/27/2026 Platform Technology Partners3,213$223K0.0%-9.3%0.002%
4/25/2026Pzena Investment Management LLC409,207$28.41M0.1%-75.2%0.254%
4/24/2026 Root 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%
4/24/2026 Trust Investment Advisors22,100$1.53M0.9%-16.8%0.014%
4/23/2026 Orange Investment Advisors Inc.36,210$2.51M0.3%-4.6%0.022%
4/22/2026 Patriot 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%
4/22/2026 Pictet Asset Management Holding SA26,509$1.84M0.0%+6.3%0.016%
4/22/2026 Sterling Capital Management LLC79,705$5.53M0.1%-6.2%0.049%
4/21/2026Wealth Effects LLC3,051$212K0.1%N/A0.002%
4/21/2026 Aaron Wealth Advisors LLC5,237$364K0.0%-10.4%0.003%
4/21/2026 Louisiana State Employees Retirement System46,700$3.24M0.1%N/A0.029%
4/20/2026Ritholtz Wealth Management7,268$505K0.0%+26.0%0.005%
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4/20/2026 Blue Trust Inc.9,356$649K0.0%+2.4%0.006%
4/20/2026 Fifth Third Wealth Advisors LLC8,911$619K0.0%+34.5%0.006%
4/20/2026 OP 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%
4/18/2026 Leeward Investments LLC MA190,342$13.21M0.7%-3.3%0.118%
4/17/2026 Webster 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, 538 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 462 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 35,458,034 shares in the last 24 months. This purchase volume represents approximately $2.22B in transactions.

Of the 231 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: Alyeska Investment Group L.P. ($1.75M), Dimensional Fund Advisors LP ($1.59M), Allspring Global Investments Holdings LLC ($1.30M), 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 20,095,193 shares in the last 24 months. This volume of shares sold represents approximately $1.26B in transactions.



This page (NYSE:WBS) was last updated on 8/4/2026 by MarketBeat.com Staff.
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