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 |
|---|---|---|---|---|---|
|
Penbrook Management LLC
|
Jul 25, 2025 Q2 2025 |
5,080
shares
|
$308,102
0.22% of portfolio
|
Q1 2025
Added 5.18%
|
|
|
Clearbridge Investments, LLC
New York, NY |
Aug 12, 2025 Q2 2025 |
5,010
shares
|
$303,856
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Personal Capital Advisors Corp
|
Feb 14, 2023 Q4 2022 |
4,962
shares
|
$300,945
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
One Charles Private Wealth Services, LLC
|
Aug 12, 2025 Q2 2025 |
4,951
shares
|
$300,278
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Two Sigma Securities, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
4,937
shares
|
$299,429
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Bayforest Capital LTD
London, X0 |
Jul 28, 2025 Q2 2025 |
4,935
shares
|
$299,307
0.12% of portfolio
|
Q2 2025
Added 150.0%
|
|
|
Glenmede Investment Management, LP
Philadelphia, PA |
Aug 14, 2025 Q2 2025 |
4,831
shares
|
$293,000
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
4,677
shares
|
$283,660
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Sivia Capital Partners, LLC
Mill Valley, CA |
Jul 09, 2025 Q2 2025 |
4,657
shares
|
$282,447
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Applied Finance Capital Management, LLC
San Juan, PR |
Jul 29, 2025 Q2 2025 |
4,624
shares
|
$280,445
0.02% of portfolio
|
Q2 2025
Added 8.83%
|
|
|
Canandaigua National Corp
|
Feb 07, 2023 Q4 2022 |
4,602
shares
|
$279,111
0.04% of portfolio
|
Q4 2022
Reduced 1.35%
|
|
|
Everence Capital Management Inc
|
Jul 29, 2025 Q2 2025 |
4,570
shares
|
$277,170
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Aster Capital Management (Difc) LTD
Dubai, C0 |
Aug 14, 2025 Q2 2025 |
4,517
shares
|
$273,956
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
William Blair Investment Management, LLC
Chicago, IL |
Jul 29, 2025 Q2 2025 |
4,500
shares
|
$272,925
0.0% of portfolio
|
Q4 2024
Reduced 19.66%
|
|
|
Paragon Capital Management LTD
|
Jul 16, 2025 Q2 2025 |
4,409
shares
|
$267,405
0.05% of portfolio
|
Q2 2025
Reduced 26.58%
|
|
|
Investmark Advisory Group LLC
|
Aug 14, 2025 Q2 2025 |
4,382
shares
|
$265,768
0.12% of portfolio
|
Q2 2025
New holding
|
|
|
Nicolet Advisory Services, LLC
Green Bay, WI |
Aug 13, 2025 Q2 2025 |
4,381
shares
|
$265,707
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jul 15, 2025 Q2 2025 |
4,348
shares
|
$263,706
0.01% of portfolio
|
Q2 2025
Added 4.54%
|
|
|
Fiduciary Trust CO
Boston, MA |
Aug 13, 2025 Q2 2025 |
4,337
shares
|
$263,039
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Jul 23, 2025 Q2 2025 |
4,307
shares
|
$261,219
0.01% of portfolio
|
Q2 2025
Added 2.16%
|
|
|
Jb Capital LLC
|
Jul 24, 2025 Q2 2025 |
4,297
shares
|
$260,613
0.01% of portfolio
|
Q2 2025
Reduced 0.67%
|
|
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
Jul 18, 2025 Q2 2025 |
4,200
shares
|
$254,730
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Aug 07, 2025 Q2 2025 |
4,122
shares
|
$249,999
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Beck Mack & Oliver LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
4,091
shares
|
$248,119
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Slate Stone Wealth, LLC
|
Aug 12, 2025 Q2 2025 |
4,039
shares
|
$244,965
0.02% of portfolio
|
Q4 2024
New holding
|