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Webster Financial (WBS) Institutional Ownership

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$71.63 -0.04 (-0.05%)
Closing price 05/14/2026 03:59 PM Eastern
Extended Trading
$71.64 +0.01 (+0.01%)
As of 04:07 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.

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

Current
Institutional Ownership
Percentage
85.58%
Number of
Institutional Buyers
(last 12 months)
340
Total
Institutional Inflows
(last 12 months)
$1.96B
Number of
Institutional Sellers
(last 12 months)
243
Total
Institutional Outflows
(last 12 months)
$1.42B
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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
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%
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5/14/2026Bank of Nova Scotia670,212$46.53M0.1%+840.9%0.414%
5/14/2026 Systematic Financial Management LP726,069$50.40M1.2%-28.7%0.448%
5/14/2026 Sei Investments Co.1,592,919$110.58M0.1%-11.1%0.983%
5/14/2026 DLD Asset Management LP6,989$485K0.0%N/A0.004%
5/14/2026 State of Wyoming1,870$130K0.0%-28.2%0.001%
5/13/2026 Cetera Investment Advisers34,842$2.42M0.0%-11.6%0.022%
5/13/2026 First 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%
5/7/2026 Kapitalo Investimentos Ltda51,913$3.60M0.7%N/A0.032%
5/7/2026 Meeder Advisory Services Inc.3,023$210K0.0%N/A0.002%
5/7/2026 Dimensional Fund Advisors LP6,327,138$439.22M0.1%-20.1%3.905%
5/7/2026 Parallel Advisors LLC2,593$180K0.0%+71.8%0.002%
5/7/2026 KBC Group NV5,332$370K0.0%+11.6%0.003%
5/7/2026 Swiss National Bank319,100$22.15M0.0%-2.6%0.197%
5/7/2026 ANB Bank4,448$309K0.1%N/A0.003%
5/6/2026 California Public Employees Retirement System327,429$22.73M0.0%+2.4%0.202%
5/6/2026 John 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%
5/6/2026 Allspring Global Investments Holdings LLC21,736$1.53M0.0%-96.8%0.013%
5/5/2026 Bank of New York Mellon Corp1,370,947$95.17M0.0%-1.6%0.846%
5/5/2026 Sanctuary 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%
5/4/2026 Principal Financial Group Inc.359,802$24.98M0.0%-69.3%0.222%
5/4/2026 Teachers 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%
5/1/2026 Fifth 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%
4/30/2026 Hsbc Holdings PLC637,642$43.99M0.0%+4,807.2%0.394%
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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%
4/28/2026 Praxis 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%
4/27/2026 World 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%
4/25/2026 Pzena 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%
4/24/2026 Essex 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%
4/22/2026 Janney 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%
4/21/2026 Wealth 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%
4/20/2026 Ritholtz Wealth Management7,268$505K0.0%+26.0%0.005%
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%
4/16/2026 SG Americas Securities LLC12,578$873K0.0%-69.7%0.008%
4/16/2026 Evolve Private Wealth LLC4,303$299K0.0%+12.3%0.003%
3/20/2026 Hsbc Holdings PLC12,994$821K0.0%-81.9%0.008%
3/17/2026Rockefeller Capital Management L.P.9,890$622K0.0%+108.4%0.006%
3/9/2026Corient Private Wealth LLC12,173$767K0.0%+9.6%0.008%
3/6/2026 Union Savings Bank1,258$79K0.0%N/A0.001%
3/4/2026 SHP Wealth Management1,046$66K0.0%N/A0.001%
3/3/2026 Caitong International Asset Management Co. Ltd674$42K0.0%+37.8%0.000%
2/27/2026Groupama Asset Managment141,558$8.91M0.1%-0.5%0.088%
2/24/2026 Pacer Advisors Inc.18,944$1.19M0.0%-37.0%0.012%
2/23/2026Virtu Financial LLC7,060$444K0.0%-4.2%0.004%
2/19/2026Compound Planning Inc.5,056$318K0.0%+13.5%0.003%
2/19/2026 Invesco Ltd.5,516,110$347.18M0.1%+2.9%3.420%
2/19/2026Corient Private Wealth LLC12,056$760K0.0%+8.5%0.007%
2/18/2026Mercer Global Advisors Inc. ADV22,767$1.43M0.0%-17.6%0.014%
2/18/2026Vident Advisory LLC4,135$260K0.0%-28.9%0.003%
2/18/2026State of Tennessee Department of Treasury67,275$4.43M0.0%-4.1%0.042%
2/18/2026EP Wealth Advisors LLC9,519$599K0.0%N/A0.006%
2/18/2026 Mackenzie Financial Corp11,699$742K0.0%-74.7%0.007%
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2/18/2026NewEdge Advisors LLC14,600$919K0.0%+8.2%0.009%
2/18/2026Empowered Funds LLC15,238$959K0.0%N/A0.009%
2/18/2026XTX Topco Ltd20,780$1.31M0.0%-32.0%0.013%
2/18/2026Ulysses Management LLC20,000$1.26M0.2%+33.3%0.012%
2/18/2026Voloridge Investment Management LLC417,384$26.27M0.1%+32.9%0.259%
2/18/2026Wellington Management Group LLP394,500$24.83M0.0%+18.6%0.245%
2/18/2026Tudor Investment Corp ET AL127,596$8.03M0.0%N/A0.079%
2/18/2026Twinbeech Capital LP22,921$1.44M0.1%-81.7%0.014%
2/18/2026Prana Capital Management LP12,550$790K0.0%N/A0.008%
2/18/2026Par Capital Management Inc.755,500$47.55M1.2%+0.7%0.468%


WBS Institutional Ownership - Frequently Asked Questions

During the previous two years, 541 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), Balyasny Asset Management L.P. ($1.75M), and AQR Capital Management LLC ($1.44M).

Institutional investors have bought a total of 32,166,375 shares in the last 24 months. This purchase volume represents approximately $1.96B in transactions.

Of the 242 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: Millennium Management LLC ($2.75M), 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), and Vanguard Group Inc. ($993.93K).

Institutional investors have sold a total of 23,165,377 shares in the last 24 months. This volume of shares sold represents approximately $1.42B in transactions.



This page (NYSE:WBS) was last updated on 5/15/2026 by MarketBeat.com Staff.
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