Webster Financial (WBS) Institutional Ownership

$49.24

+0.64 (+1.32%)

(As of 07/26/2024 ET)

Current Institutional Ownership Percentage: 85.58%
Number of Institutional Buyers (last 12 months): 233
Total Institutional Inflows (last 12 months): $844.07M

Number of Institutional Sellers (last 12 months): 167
Total Institutional Outflows (last 12 months): $413.91M

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WBS Institutional Buying and Selling by Quarter

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Webster Financial Major Shareholders & Ownership History

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Reporting Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
7/26/2024	Patriot Financial Group Insurance Agency LLC	20,439	$891K	0.1%	-2.7%	0.012%
7/26/2024	Mitsubishi UFJ Asset Management UK Ltd.	15,000	$654K	0.3%	N/A	0.009%
7/26/2024	State of Michigan Retirement System	41,344	$1.80M	0.0%	-2.1%	0.024%
7/26/2024	Allspring Global Investments Holdings LLC	1,682,750	$73.35M	0.1%	+6.2%	0.981%
7/26/2024	Bank of New York Mellon Corp	2,370,914	$103.35M	0.0%	-3.9%	1.383%
7/24/2024	Retirement Systems of Alabama	463,724	$20.21M	0.1%	-0.9%	0.270%
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7/24/2024	New York State Teachers Retirement System	269,207	$11.74M	0.0%	+2.3%	0.157%
7/24/2024	Louisiana State Employees Retirement System	48,500	$2.11M	0.0%	-2.0%	0.028%
7/23/2024	GYL Financial Synergies LLC	7,725	$337K	0.0%	-10.4%	0.005%
7/23/2024	Hennessy Advisors Inc.	19,000	$828K	0.0%	-32.1%	0.011%
7/23/2024	Lecap Asset Management Ltd.	14,380	$627K	0.1%	N/A	0.008%
7/23/2024	Fifth Third Wealth Advisors LLC	6,531	$285K	0.0%	N/A	0.004%
7/22/2024	Fifth Third Bancorp	44,069	$1.92M	0.0%	+1.0%	0.026%
7/20/2024	Nisa Investment Advisors LLC	45,359	$1.98M	0.0%	-0.7%	0.026%
7/19/2024	Leeward Investments LLC MA	187,188	$8.16M	0.4%	-4.3%	0.109%
7/19/2024	Raymond James & Associates	278,138	$12.12M	0.0%	-5.7%	0.162%
7/18/2024	Blue Trust Inc.	6,278	$274K	0.0%	+27.2%	0.004%
7/17/2024	Founders Capital Management LLC	11,079	$483K	0.1%	-3.6%	0.006%
7/16/2024	Envestnet Portfolio Solutions Inc.	9,316	$406K	0.0%	-8.5%	0.005%
7/16/2024	Wealth Enhancement Advisory Services LLC	9,313	$406K	0.0%	-3.4%	0.005%
7/16/2024	M&G Plc	189,551	$8.34M	0.0%	N/A	0.111%
7/15/2024	Securian Asset Management Inc.	13,677	$596K	0.0%	-3.3%	0.008%
7/12/2024	Sound Income Strategies LLC	15,692	$684K	0.0%	+1,859.1%	0.009%
7/12/2024	SG Americas Securities LLC	96,948	$4.23M	0.0%	+674.2%	0.057%
7/12/2024	Cardinal Capital Management	47,418	$2.07M	0.3%	+3.5%	0.028%
7/10/2024	Simplicity Wealth LLC	5,619	$245K	0.0%	-5.7%	0.003%
7/10/2024	CWM LLC	5,040	$220K	0.0%	-9.4%	0.003%
7/9/2024	Bard Financial Services Inc.	42,925	$1.87M	0.2%	-4.5%	0.025%
7/9/2024	Mather Group LLC.	1,240	$54K	0.0%	+7,650.0%	0.001%
7/2/2024	Hudson Valley Investment Advisors Inc. ADV	73,924	$3.22M	0.4%	+22.7%	0.043%
7/2/2024	GAMMA Investing LLC	1,629	$71K	0.0%	+30.1%	0.001%
6/11/2024	EverSource Wealth Advisors LLC	848	$43K	0.0%	-23.9%	0.000%
5/28/2024	Boston Partners	264,937	$13.44M	0.0%	+44.2%	0.154%
5/28/2024	Teachers Retirement System of The State of Kentucky	73,108	$3.71M	0.0%	-7.5%	0.043%
5/24/2024	Cetera Advisors LLC	7,307	$371K	0.0%	+24.4%	0.004%
5/24/2024	Cetera Investment Advisers	32,066	$1.63M	0.0%	+402.4%	0.019%
5/21/2024	Atria Investments Inc	20,667	$1.05M	0.0%	N/A	0.012%
5/21/2024	LRI Investments LLC	23,033	$1.17M	0.2%	N/A	0.013%
5/20/2024	Algebris UK Ltd	189,818	$8.93M	4.0%	-41.3%	0.111%
5/17/2024	Comerica Bank	79,063	$4.01M	0.0%	-2.5%	0.046%
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5/17/2024	Tidal Investments LLC	10,559	$536K	0.0%	+11.3%	0.006%
5/16/2024	California State Teachers Retirement System	172,118	$8.74M	0.0%	-6.1%	0.100%
5/16/2024	EJF Capital LLC	51,370	$2.61M	1.8%	-48.5%	0.030%
5/16/2024	Interval Partners LP	233,444	$11.85M	0.3%	-33.0%	0.136%
5/16/2024	Kahn Brothers Group Inc.	97,935	$4.97M	0.7%	-3.1%	0.057%
5/16/2024	Silvercrest Asset Management Group LLC	6,985	$355K	0.0%	-5.1%	0.004%
5/15/2024	Earnest Partners LLC	3,072,624	$156.00M	0.7%	+11.2%	1.792%
5/15/2024	Public Employees Retirement System of Ohio	66,997	$3.40M	0.0%	-8.2%	0.039%
5/15/2024	Price T Rowe Associates Inc. MD	6,237,482	$316.68M	0.0%	+1.6%	3.637%
5/15/2024	LRI Investments LLC	23,046	$1.17M	0.2%	N/A	0.013%
5/15/2024	Gabelli Funds LLC	284,100	$14.42M	0.1%	-6.1%	0.165%
5/15/2024	Gamco Investors INC. ET AL	341,680	$17.35M	0.2%	-4.5%	0.199%
5/14/2024	Capital International Inc. CA	48,114	$2.44M	0.0%	-3.9%	0.028%
5/14/2024	Capital International Investors	7,721,490	$392.02M	0.1%	-0.1%	4.496%
5/14/2024	Capital Group Private Client Services Inc.	106,042	$5.38M	0.1%	+18.3%	0.062%
5/14/2024	Stieven Capital Advisors L.P.	553,388	$28.10M	5.8%	+2.6%	0.322%
5/14/2024	Shell Asset Management Co.	10,610	$539K	0.0%	+313.8%	0.006%
5/14/2024	Burns Matteson Capital Management LLC	7,642	$388K	0.2%	N/A	0.004%
5/14/2024	MQS Management LLC	6,166	$313K	0.2%	+39.7%	0.004%
5/14/2024	CANADA LIFE ASSURANCE Co	109,811	$5.57M	0.0%	+0.6%	0.064%
5/14/2024	American International Group Inc.	227,699	$11.56M	0.0%	-2.0%	0.133%
5/13/2024	Seven Eight Capital LP	9,711	$493K	0.1%	N/A	0.006%
5/13/2024	O Shaughnessy Asset Management LLC	5,792	$294K	0.0%	+25.6%	0.003%
5/11/2024	Covestor Ltd	2,469	$125K	0.1%	-10.3%	0.001%
5/10/2024	Ontario Teachers Pension Plan Board	12,037	$611K	0.0%	+83.6%	0.007%
5/10/2024	Vanguard Group Inc.	17,926,270	$910.12M	0.0%	+0.3%	10.437%
5/10/2024	Jupiter Asset Management Ltd.	69,503	$3.53M	0.0%	N/A	0.040%
5/9/2024	Trillium Asset Management LLC	156,083	$7.93M	0.2%	+4.0%	0.091%
5/9/2024	Orion Portfolio Solutions LLC	23,063	$1.17M	0.0%	+19.7%	0.013%
5/9/2024	State Board of Administration of Florida Retirement System	154,856	$7.86M	0.0%	+3.7%	0.090%
5/8/2024	Entropy Technologies LP	20,324	$1.03M	0.1%	+19.6%	0.012%
5/8/2024	William Blair Investment Management LLC	4,207	$214K	0.0%	+6.5%	0.002%
5/8/2024	Bleakley Financial Group LLC	5,987	$304K	0.0%	+9.6%	0.003%
5/8/2024	ProShare Advisors LLC	8,392	$426K	0.0%	-7.3%	0.005%
5/8/2024	US Bancorp DE	7,487	$380K	0.0%	+3.6%	0.004%
5/8/2024	Russell Investments Group Ltd.	249,958	$12.69M	0.0%	+3.1%	0.146%
5/8/2024	Qsemble Capital Management LP	8,590	$436K	0.1%	N/A	0.005%
5/8/2024	Headlands Technologies LLC	8,444	$429K	0.1%	+237.9%	0.005%
5/8/2024	Inspire Investing LLC	7,033	$357K	0.0%	-6.6%	0.004%
5/7/2024	Sei Investments Co.	1,696,519	$86.13M	0.1%	+14.8%	0.988%
5/7/2024	BCGM Wealth Management LLC	26,319	$1.34M	0.5%	+1.6%	0.015%
5/7/2024	Swiss National Bank	339,700	$17.25M	0.0%	-0.5%	0.198%
5/7/2024	TimesSquare Capital Management LLC	94,670	$4.81M	0.1%	+28.9%	0.055%
5/7/2024	Algebris UK Ltd	189,818	$8.93M	2.4%	-41.3%	0.111%
5/7/2024	Oppenheimer Asset Management Inc.	34,511	$1.75M	0.0%	-22.7%	0.020%
5/7/2024	SG Americas Securities LLC	12,523	$636K	0.0%	-61.5%	0.007%
5/6/2024	Bard Financial Services Inc.	44,925	$2.28M	0.2%	-3.0%	0.026%
5/6/2024	John G Ullman & Associates Inc.	31,500	$1.60M	0.2%	-1.1%	0.018%
5/6/2024	Texas Permanent School Fund Corp	150,552	$7.64M	0.1%	+1.3%	0.088%
5/3/2024	Pzena Investment Management LLC	1,856,880	$94.27M	0.3%	-7.1%	1.081%
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5/3/2024	Central Pacific Bank Trust Division	4,970	$246K	0.0%	N/A	0.003%
5/2/2024	Mutual of America Capital Management LLC	113,497	$5.76M	0.1%	-3.3%	0.066%
5/2/2024	Fidelis Capital Partners LLC	1,810	$92K	0.0%	N/A	0.001%
5/1/2024	Janney Montgomery Scott LLC	35,852	$1.82M	0.0%	+8.4%	0.021%
5/1/2024	BNP Paribas Financial Markets	96,052	$4.88M	0.0%	+156.5%	0.056%
4/30/2024	Private Advisor Group LLC	21,243	$1.08M	0.0%	+13.3%	0.012%
4/30/2024	Retirement Systems of Alabama	468,084	$23.77M	0.1%	+0.1%	0.273%
4/30/2024	Norden Group LLC	4,914	$250K	0.0%	N/A	0.003%
4/30/2024	Arkadios Wealth Advisors	79,496	$4.04M	0.3%	+1.6%	0.046%
4/30/2024	Allspring Global Investments Holdings LLC	1,584,179	$80.43M	0.1%	+16.2%	0.922%

(Data available from 1/1/2016 forward)

WBS Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of WBS shares?: During the previous two years, 456 institutional investors and hedge funds held shares of Webster Financial. The most heavily invested institutionals were Vanguard Group Inc. ($910.12M), BlackRock Inc. ($662.02M), Capital International Investors ($392.02M), Price T Rowe Associates Inc. MD ($316.68M), FMR LLC ($292.59M), Dimensional Fund Advisors LP ($198.79M), and Macquarie Group Ltd. ($197.77M).Learn more on WBS's institutional investors.
What percentage of Webster Financial stock is owned by institutional investors?: 85.58% of Webster Financial stock is owned by institutional investors. Learn more on WBS's institutional investor holdings.
Which institutional investors have been buying Webster Financial stock?: Of the 378 institutional investors that purchased Webster Financial stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: FMR LLC ($2.92M), Allspring Global Investments Holdings LLC ($2.19M), Norges Bank ($1.92M), Azora Capital LP ($1.42M), Davis Asset Management L.P. ($1.32M), Capital International Investors ($1.31M), and American Century Companies Inc. ($1.25M).

How much institutional buying is happening at Webster Financial?: Institutional investors have bought a total of 35,118,169 shares in the last 24 months. This purchase volume represents approximately $1.53B in transactions.
Which Webster Financial major shareholders have been selling company stock?: Of the 251 institutional investors that sold Webster Financial stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Charles Schwab Investment Management Inc. ($2.74M), Dimensional Fund Advisors LP ($1.62M), Principal Financial Group Inc. ($1.25M), Victory Capital Management Inc. ($1.09M), Polaris Capital Management LLC ($1.01M), Price T Rowe Associates Inc. MD ($990.19K), and Macquarie Group Ltd. ($826.98K).
How much institutional selling is happening at Webster Financial?: Institutional investors have sold a total of 21,892,352 shares in the last 24 months. This volume of shares sold represents approximately $963.01M in transactions.