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 |
|---|---|---|---|---|---|
|
Penbrook Management LLC
|
Apr 01, 2025 Q1 2025 |
5,080
shares
|
$305,054
0.21% of portfolio
|
Q1 2025
Added 5.18%
|
|
|
Sg Americas Securities, LLC
|
Apr 15, 2025 Q1 2025 |
5,062
shares
|
$303,973
0.0% of portfolio
|
Q1 2025
Added 158.13%
|
|
|
Clearbridge Investments, LLC
New York, NY |
May 13, 2025 Q1 2025 |
5,010
shares
|
$300,850
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Personal Capital Advisors Corp
|
Feb 14, 2023 Q4 2022 |
4,962
shares
|
$297,968
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Group One Trading, L.P.
Chicago, IL |
May 14, 2025 Q1 2025 |
4,723
shares
|
$283,616
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
4,677
shares
|
$280,853
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Y Intercept (Hong Kong) LTD
|
May 05, 2025 Q1 2025 |
4,670
shares
|
$280,433
0.02% of portfolio
|
Q1 2025
Reduced 86.18%
|
|
|
Sivia Capital Partners, LLC
Mill Valley, CA |
Jul 09, 2025 Q2 2025 |
4,657
shares
|
$279,652
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Canandaigua National Corp
|
Feb 07, 2023 Q4 2022 |
4,602
shares
|
$276,350
0.04% of portfolio
|
Q4 2022
Reduced 1.35%
|
|
|
Everence Capital Management Inc
|
Apr 22, 2025 Q1 2025 |
4,570
shares
|
$274,428
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
William Blair Investment Management, LLC
Chicago, IL |
May 09, 2025 Q1 2025 |
4,500
shares
|
$270,225
0.0% of portfolio
|
Q4 2024
Reduced 19.66%
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
4,455
shares
|
$267,522
0.0% of portfolio
|
Q1 2025
Added 9.24%
|
|
|
Paragon Capital Management LTD
|
Jul 16, 2025 Q2 2025 |
4,409
shares
|
$264,760
0.05% of portfolio
|
Q2 2025
Reduced 26.58%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jul 15, 2025 Q2 2025 |
4,348
shares
|
$261,097
0.01% of portfolio
|
Q2 2025
Added 4.54%
|
|
|
Jb Capital LLC
|
Apr 22, 2025 Q1 2025 |
4,326
shares
|
$259,776
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Vident Advisory, LLC
Alpharetta, GA |
May 15, 2025 Q1 2025 |
4,273
shares
|
$256,593
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Savant Capital, LLC
|
May 08, 2025 Q1 2025 |
4,253
shares
|
$255,392
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Applied Finance Capital Management, LLC
San Juan, PR |
May 07, 2025 Q1 2025 |
4,249
shares
|
$255,152
0.02% of portfolio
|
Q1 2025
Added 0.26%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
May 06, 2025 Q1 2025 |
4,216
shares
|
$253,170
0.01% of portfolio
|
Q4 2024
Added 2486.5%
|
|
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
Jul 18, 2025 Q2 2025 |
4,200
shares
|
$252,210
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Benin Management Corp
|
Apr 10, 2025 Q1 2025 |
4,200
shares
|
$252,210
0.06% of portfolio
|
Q1 2025
Reduced 2.33%
|
|
|
Beck Mack & Oliver LLC
New York, NY |
May 15, 2025 Q1 2025 |
4,091
shares
|
$245,664
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
May 15, 2025 Q1 2025 |
4,067
shares
|
$244,223
0.01% of portfolio
|
Q1 2025
Reduced 3.58%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
May 14, 2025 Q1 2025 |
4,057
shares
|
$243,622
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Slate Stone Wealth, LLC
|
May 08, 2025 Q1 2025 |
4,039
shares
|
$242,541
0.02% of portfolio
|
Q4 2024
New holding
|