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 |
|---|---|---|---|---|---|
|
Compass Wealth Management LLC
Guilford, CT |
Apr 29, 2025 Q1 2025 |
259
shares
|
$15,552
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
258
shares
|
$15,492
0.0% of portfolio
|
Q1 2025
Added 3.2%
|
|
|
Red Tortoise LLC
Atlanta, GA |
Apr 25, 2025 Q1 2025 |
257
shares
|
$15,432
0.01% of portfolio
|
Q2 2023
Reduced 51.33%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
229
shares
|
$13,751
0.0% of portfolio
|
Q2 2025
Reduced 5.76%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
May 02, 2025 Q1 2025 |
225
shares
|
$13,511
0.0% of portfolio
|
Q2 2024
Reduced 27.42%
|
|
|
Hemington Wealth Management
|
May 09, 2025 Q1 2025 |
217
shares
|
$13,030
0.0% of portfolio
|
Q1 2025
Added 24.71%
|
|
|
Pfs Partners, LLC
Mine Hill, NJ |
Jul 16, 2025 Q2 2025 |
202
shares
|
$12,130
0.01% of portfolio
|
Q2 2025
Added 46.38%
|
|
|
Hexagon Capital Partners LLC
|
Apr 29, 2025 Q1 2025 |
201
shares
|
$12,070
0.0% of portfolio
|
Q1 2025
Added 0.5%
|
|
|
New Square Capital LLC
|
Apr 14, 2025 Q1 2025 |
188
shares
|
$11,289
0.0% of portfolio
|
Q1 2025
Added 3033.33%
|
|
|
Jfs Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
158
shares
|
$9,487
0.0% of portfolio
|
Q1 2025
Added 1.94%
|
|
|
Huntington National Bank
Columbus, OH |
May 14, 2025 Q1 2025 |
146
shares
|
$8,767
0.0% of portfolio
|
Q1 2025
Reduced 66.89%
|
|
|
Central Trust CO
Jefferson City, MO |
Apr 18, 2025 Q1 2025 |
143
shares
|
$8,587
0.0% of portfolio
|
Q1 2025
Reduced 51.19%
|
|
|
Farmers & Merchants Investments Inc
|
Jul 14, 2025 Q2 2025 |
141
shares
|
$8,467
0.0% of portfolio
|
Q2 2025
Added 9.3%
|
|
|
Prestige Wealth Management Group LLC
|
May 12, 2025 Q1 2025 |
140
shares
|
$8,407
0.0% of portfolio
|
Q2 2022
Reduced 6.67%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
140
shares
|
$8,407
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
May 15, 2025 Q1 2025 |
128
shares
|
$7,686
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
May 15, 2025 Q1 2025 |
127
shares
|
$7,626
0.0% of portfolio
|
Q4 2024
Added 27.0%
|
|
|
New England Capital Financial Advisors LLC
Meriden, CT |
May 05, 2025 Q1 2025 |
123
shares
|
$7,386
0.0% of portfolio
|
Q1 2025
Added 0.82%
|
|
|
Washington Trust Advisors, Inc.
|
Apr 25, 2025 Q1 2025 |
111
shares
|
$6,665
0.0% of portfolio
|
Q1 2025
Reduced 71.24%
|
|
|
Sachetta, LLC
Lynnfield, MA |
May 02, 2025 Q1 2025 |
100
shares
|
$6,005
0.0% of portfolio
|
Q4 2024
Reduced 27.01%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
99
shares
|
$5,944
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
95
shares
|
$5,704
0.0% of portfolio
|
Q3 2022
Added 21.79%
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
94
shares
|
$5,644
0.0% of portfolio
|
Q3 2024
Added 20.51%
|
|
|
High Note Wealth, LLC
Deephaven, MN |
May 01, 2025 Q1 2025 |
85
shares
|
$5,104
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Binnacle Investments Inc
Urbandale, IA |
May 13, 2025 Q1 2025 |
82
shares
|
$4,924
0.0% of portfolio
|
Q1 2025
New holding
|