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 487 institutions that hold shares in the stock, with a total of 139 Million shares, which have been reported (via 13F filing form) to have a value of $8.52 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
Nov 07, 2024 Q3 2024 |
173
shares
|
$10,528
0.0% of portfolio
|
Q1 2024
Reduced 98.15%
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 13, 2024 Q3 2024 |
169
shares
|
$10,285
0.0% of portfolio
|
Q3 2024
Added 119.48%
|
|
|
Jfs Wealth Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
155
shares
|
$9,433
0.0% of portfolio
|
Q3 2024
Added 3.33%
|
|
|
Aster Capital Management (Difc) LTD
Dubai, C0 |
Nov 13, 2024 Q3 2024 |
150
shares
|
$9,129
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Prestige Wealth Management Group LLC
|
Nov 14, 2024 Q3 2024 |
140
shares
|
$8,520
0.0% of portfolio
|
Q2 2022
Reduced 6.67%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
140
shares
|
$8,520
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Pfs Partners, LLC
Mine Hill, NJ |
Jan 24, 2025 Q4 2024 |
138
shares
|
$8,398
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Feb 07, 2025 Q4 2024 |
127
shares
|
$7,729
0.0% of portfolio
|
Q4 2024
Added 27.0%
|
|
|
New England Capital Financial Advisors LLC
Meriden, CT |
Feb 03, 2025 Q4 2024 |
122
shares
|
$7,424
0.0% of portfolio
|
Q4 2024
Added 0.83%
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Feb 04, 2025 Q4 2024 |
106
shares
|
$6,451
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Huntington National Bank
Columbus, OH |
Nov 06, 2024 Q3 2024 |
104
shares
|
$6,329
0.0% of portfolio
|
Q2 2024
Added 26.83%
|
|
|
Sachetta, LLC
Lynnfield, MA |
Jan 21, 2025 Q4 2024 |
100
shares
|
$6,086
0.0% of portfolio
|
Q4 2024
Reduced 27.01%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
99
shares
|
$6,025
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Caitlin John, LLC
Brighton, MI |
Jan 27, 2025 Q4 2024 |
96
shares
|
$5,842
0.0% of portfolio
|
Q1 2024
Reduced 2.08%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
95
shares
|
$5,781
0.0% of portfolio
|
Q3 2022
Added 21.79%
|
|
|
Private Trust CO Na
|
Feb 05, 2025 Q4 2024 |
94
shares
|
$5,720
0.0% of portfolio
|
Q3 2024
Added 20.51%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 13, 2024 Q3 2024 |
87
shares
|
$5,294
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
79
shares
|
$4,807
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Farmers & Merchants Investments Inc
|
Jan 28, 2025 Q4 2024 |
70
shares
|
$4,260
0.0% of portfolio
|
Q4 2023
Reduced 6.67%
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
69
shares
|
$4,199
0.0% of portfolio
|
Q4 2024
Reduced 96.67%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 13, 2024 Q3 2024 |
68
shares
|
$4,138
0.0% of portfolio
|
Q1 2019
New holding
|
|
|
Avion Wealth
The Woodlands, TX |
Jan 29, 2025 Q4 2024 |
57
shares
|
$3,469
0.0% of portfolio
|
Q4 2024
Added 18.75%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
53
shares
|
$3,225
0.0% of portfolio
|
Q2 2022
Reduced 85.28%
|
|
|
Gw&K Investment Management, LLC
Boston, MA |
Feb 05, 2025 Q4 2024 |
44
shares
|
$2,677
0.0% of portfolio
|
Q4 2022
Reduced 38.89%
|
|
|
Sierra Ocean, LLC
Ripon, CA |
Jan 30, 2025 Q4 2024 |
37
shares
|
$2,251
0.0% of portfolio
|
Q4 2024
New holding
|