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 544 institutions that hold shares in the stock, with a total of 140 Million shares, which have been reported (via 13F filing form) to have a value of $8.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Aug 12, 2025 Q2 2025 |
10,694
shares
|
$648,591
0.0% of portfolio
|
Q2 2025
Reduced 2.11%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
10,359
shares
|
$628,273
0.0% of portfolio
|
Q3 2023
Reduced 16.95%
|
|
|
Lecap Asset Management LTD
London, X0 |
Jul 21, 2025 Q2 2025 |
10,327
shares
|
$626,332
0.2% of portfolio
|
Q2 2025
Reduced 51.01%
|
|
|
Circle Wealth Management, LLC
Summit, NJ |
Aug 14, 2025 Q2 2025 |
10,270
shares
|
$622,875
0.01% of portfolio
|
Q2 2025
Added 7.18%
|
|
|
Crossmark Global Holdings, Inc.
|
Aug 08, 2025 Q2 2025 |
10,021
shares
|
$607,773
0.01% of portfolio
|
Q2 2025
Reduced 73.92%
|
|
|
Choreo, LLC
Minneapolis, MN |
Aug 12, 2025 Q2 2025 |
9,951
shares
|
$603,528
0.01% of portfolio
|
Q2 2025
Added 9.17%
|
|
|
Inverness Counsel LLC
|
Oct 26, 2022 Q3 2022 |
9,937
shares
|
$602,679
0.02% of portfolio
|
Q3 2022
New holding
|
|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
Jul 25, 2025 Q2 2025 |
9,917
shares
|
$601,466
0.04% of portfolio
|
Q2 2025
Added 0.93%
|
|
|
Cibc World Market Inc.
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
9,730
shares
|
$590,124
0.0% of portfolio
|
Q2 2025
Reduced 27.52%
|
|
|
Aviva PLC
|
Aug 07, 2025 Q2 2025 |
9,688
shares
|
$587,577
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Aug 12, 2025 Q2 2025 |
9,276
shares
|
$562,589
0.02% of portfolio
|
Q2 2025
Added 10.57%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
9,245
shares
|
$560,709
0.0% of portfolio
|
Q2 2025
Added 5.52%
|
|
|
Douglass Winthrop Advisors, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
9,200
shares
|
$557,980
0.01% of portfolio
|
Q2 2025
Reduced 9.8%
|
|
|
Peak6 Investments LLC
Chicago, IL |
Nov 13, 2024 Q3 2024 |
9,031
shares
|
$547,730
0.0% of portfolio
|
Q3 2024
Reduced 39.26%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Aug 14, 2025 Q2 2025 |
8,969
shares
|
$543,969
0.01% of portfolio
|
Q2 2025
Reduced 11.51%
|
|
|
Utah Retirement Systems
Salt Lake City, UT |
Aug 14, 2025 Q2 2025 |
8,844
shares
|
$536,388
0.01% of portfolio
|
Q2 2025
Reduced 3.59%
|
|
|
Webster Bank, N. A.
|
Jul 08, 2025 Q2 2025 |
8,807
shares
|
$534,144
0.05% of portfolio
|
Q4 2024
Reduced 84.42%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jul 24, 2025 Q2 2025 |
8,744
shares
|
$530,323
0.01% of portfolio
|
Q2 2025
Added 8.08%
|
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Jul 09, 2025 Q2 2025 |
8,679
shares
|
$526,381
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Versor Investments LP
|
Aug 05, 2025 Q2 2025 |
8,483
shares
|
$514,493
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
F
|
Aug 13, 2025 Q2 2025 |
8,243
shares
|
$499,937
0.02% of portfolio
|
Q2 2025
Added 2.77%
|
|
|
Summit Trail Advisors, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
8,220
shares
|
$498,543
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Silvercrest Asset Management Group LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
8,077
shares
|
$489,870
0.0% of portfolio
|
Q1 2025
Added 15.63%
|
|
|
Shell Asset Management CO
The Hague, P7 |
Jul 23, 2025 Q2 2025 |
8,022
shares
|
$486,534
0.02% of portfolio
|
Q2 2025
Reduced 15.12%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Aug 14, 2025 Q2 2025 |
7,980
shares
|
$483,987
0.01% of portfolio
|
Q2 2025
Reduced 9.28%
|