Institutional Ownership Webster Financial Corp (WBS)
This table provides information about the institutional ownership of Webster Financial Corp (WBS). We have compiled data on the 548 institutions that hold shares in the stock, with a total of 137 Million shares, which have been reported (via 13F filing form) to have a value of $8.21 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
May 12, 2025 Q1 2025 |
15,575
shares
|
$935,278
0.36% of portfolio
|
Q3 2024
New holding
|
|
|
Cobblestone Capital Advisors LLC
Rochester, NY |
May 12, 2025 Q1 2025 |
15,489
shares
|
$930,114
0.05% of portfolio
|
Q1 2025
Reduced 9.08%
|
|
|
Toroso Investments, LLC
Massapequa, NY |
May 14, 2025 Q1 2025 |
15,264
shares
|
$916,603
0.01% of portfolio
|
Q1 2025
Reduced 22.16%
|
|
|
Illinois Municipal Retirement Fund
|
Apr 24, 2025 Q1 2025 |
15,147
shares
|
$909,577
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
14,848
shares
|
$891,622
0.0% of portfolio
|
Q4 2024
Added 190.0%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
14,251
shares
|
$855,772
0.0% of portfolio
|
Q1 2025
Added 77.63%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
14,206
shares
|
$853,070
0.0% of portfolio
|
Q2 2023
Reduced 32.39%
|
|
|
Arkadios Wealth Advisors
|
May 08, 2025 Q1 2025 |
13,513
shares
|
$811,455
0.03% of portfolio
|
Q1 2025
Reduced 2.59%
|
|
|
Cibc World Market Inc.
Toronto, A6 |
May 14, 2025 Q1 2025 |
13,424
shares
|
$806,111
0.0% of portfolio
|
Q1 2025
Reduced 11.1%
|
|
|
Securian Asset Management, Inc
|
May 01, 2025 Q1 2025 |
12,958
shares
|
$778,127
0.02% of portfolio
|
Q4 2024
Reduced 2.79%
|
|
|
Seeyond
Paris, I0 |
Feb 13, 2023 Q4 2022 |
12,945
shares
|
$777,347
0.06% of portfolio
|
Q4 2022
Added 136.18%
|
|
|
Sutton Place Investors LLC
Katonah, NY |
Apr 29, 2025 Q1 2025 |
12,784
shares
|
$767,679
0.46% of portfolio
|
Q1 2025
Reduced 14.2%
|
|
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
May 15, 2025 Q1 2025 |
12,636
shares
|
$758,791
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Latitude Advisors, LLC
|
Apr 28, 2025 Q1 2025 |
12,636
shares
|
$758,791
0.45% of portfolio
|
Q2 2022
Reduced 66.67%
|
|
|
Nj State Employees Deferred Compensation Plan
|
May 09, 2025 Q1 2025 |
12,558
shares
|
$754,107
0.09% of portfolio
|
Q1 2022
New holding
|
|
|
Elo Mutual Pension Insurance CO
|
May 15, 2025 Q1 2025 |
12,455
shares
|
$747,922
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Cerity Partners LLC
New York, NY |
Apr 30, 2025 Q1 2025 |
12,288
shares
|
$737,894
0.0% of portfolio
|
Q1 2025
Added 38.72%
|
|
|
Jefferies Financial Group Inc.
New York, NY |
May 08, 2025 Q1 2025 |
12,275
shares
|
$737,113
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 09, 2025 Q1 2025 |
11,564
shares
|
$694,418
0.01% of portfolio
|
Q1 2025
Reduced 0.05%
|
|
|
Founders Capital Management, LLC
|
Jul 14, 2025 Q2 2025 |
11,079
shares
|
$665,293
0.1% of portfolio
|
Q2 2024
Reduced 3.64%
|
|
|
First Foundation Advisors
Irvine, CA |
May 07, 2025 Q1 2025 |
11,003
shares
|
$660,730
0.02% of portfolio
|
Q1 2025
Added 9.45%
|
|
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
May 16, 2025 Q1 2025 |
10,970
shares
|
$658,748
0.09% of portfolio
|
Q1 2025
Reduced 56.54%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
May 13, 2025 Q1 2025 |
10,924
shares
|
$655,986
0.0% of portfolio
|
Q1 2025
Added 19.56%
|
|
|
United Services Automobile Association
San Antonio, TX |
May 15, 2025 Q1 2025 |
10,754
shares
|
$645,777
0.02% of portfolio
|
Q1 2025
Reduced 5.37%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
10,359
shares
|
$622,057
0.0% of portfolio
|
Q3 2023
Reduced 16.95%
|