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 |
|---|---|---|---|---|---|
|
Red Tortoise LLC
Atlanta, GA |
Jul 22, 2025 Q2 2025 |
257
shares
|
$15,587
0.01% of portfolio
|
Q2 2023
Reduced 51.33%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
229
shares
|
$13,888
0.0% of portfolio
|
Q2 2025
Reduced 5.76%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Jul 29, 2025 Q2 2025 |
225
shares
|
$13,646
0.0% of portfolio
|
Q2 2024
Reduced 27.42%
|
|
|
Hemington Wealth Management
|
Jul 24, 2025 Q2 2025 |
208
shares
|
$12,615
0.0% of portfolio
|
Q2 2025
Reduced 4.15%
|
|
|
Pfs Partners, LLC
Mine Hill, NJ |
Jul 16, 2025 Q2 2025 |
202
shares
|
$12,251
0.01% of portfolio
|
Q2 2025
Added 46.38%
|
|
|
Cullen/Frost Bankers, Inc.
|
Jul 30, 2025 Q2 2025 |
177
shares
|
$10,735
0.0% of portfolio
|
Q2 2025
Reduced 74.71%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Aug 08, 2025 Q2 2025 |
165
shares
|
$10,007
0.0% of portfolio
|
Q2 2025
Added 29.92%
|
|
|
Clearstead Trust, LLC
Portland, ME |
Aug 08, 2025 Q2 2025 |
162
shares
|
$9,825
0.0% of portfolio
|
Q2 2025
Added 305.0%
|
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Aug 13, 2025 Q2 2025 |
154
shares
|
$9,340
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Aug 11, 2025 Q2 2025 |
154
shares
|
$9,340
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Jfs Wealth Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
153
shares
|
$9,279
0.0% of portfolio
|
Q2 2025
Reduced 3.16%
|
|
|
Central Trust CO
Jefferson City, MO |
Aug 07, 2025 Q2 2025 |
143
shares
|
$8,672
0.0% of portfolio
|
Q1 2025
Reduced 51.19%
|
|
|
Farmers & Merchants Investments Inc
|
Jul 14, 2025 Q2 2025 |
141
shares
|
$8,551
0.0% of portfolio
|
Q2 2025
Added 9.3%
|
|
|
Prestige Wealth Management Group LLC
|
Aug 13, 2025 Q2 2025 |
140
shares
|
$8,491
0.0% of portfolio
|
Q2 2022
Reduced 6.67%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
140
shares
|
$8,491
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Huntington National Bank
Columbus, OH |
Aug 05, 2025 Q2 2025 |
133
shares
|
$8,066
0.0% of portfolio
|
Q2 2025
Reduced 8.9%
|
|
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
Aug 12, 2025 Q2 2025 |
128
shares
|
$7,763
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
New England Capital Financial Advisors LLC
Meriden, CT |
Aug 08, 2025 Q2 2025 |
124
shares
|
$7,520
0.0% of portfolio
|
Q2 2025
Added 0.81%
|
|
|
Washington Trust Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
111
shares
|
$6,732
0.0% of portfolio
|
Q1 2025
Reduced 71.24%
|
|
|
Sachetta, LLC
Lynnfield, MA |
Jul 23, 2025 Q2 2025 |
110
shares
|
$6,671
0.0% of portfolio
|
Q2 2025
Added 10.0%
|
|
|
Global Retirement Partners, LLC
|
Aug 12, 2025 Q2 2025 |
100
shares
|
$6,065
0.0% of portfolio
|
Q2 2025
Reduced 92.25%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
99
shares
|
$6,004
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Private Trust CO Na
|
Jul 29, 2025 Q2 2025 |
97
shares
|
$5,883
0.0% of portfolio
|
Q2 2025
Added 3.19%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
95
shares
|
$5,761
0.0% of portfolio
|
Q3 2022
Added 21.79%
|
|
|
True Wealth Design, LLC
Akron, OH |
Aug 06, 2025 Q2 2025 |
84
shares
|
$5,094
0.0% of portfolio
|
Q2 2025
Reduced 86.41%
|