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 |
|---|---|---|---|---|---|
|
Binnacle Investments Inc
Urbandale, IA |
Aug 15, 2025 Q2 2025 |
82
shares
|
$4,973
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Mount Yale Investment Advisors, LLC
|
Aug 12, 2025 Q2 2025 |
82
shares
|
$4,973
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
High Note Wealth, LLC
Deephaven, MN |
Jul 23, 2025 Q2 2025 |
80
shares
|
$4,852
0.0% of portfolio
|
Q2 2025
Reduced 5.88%
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
79
shares
|
$4,791
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
First Pacific Financial
|
Jul 18, 2025 Q2 2025 |
77
shares
|
$4,670
0.0% of portfolio
|
Q2 2025
Added 266.67%
|
|
|
Avion Wealth
The Woodlands, TX |
Jul 30, 2025 Q2 2025 |
71
shares
|
$4,306
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
South State Corp
|
Aug 06, 2025 Q2 2025 |
68
shares
|
$4,124
0.0% of portfolio
|
Q2 2025
Added 126.67%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Aug 13, 2025 Q2 2025 |
68
shares
|
$4,124
0.0% of portfolio
|
Q1 2019
New holding
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Jul 31, 2025 Q2 2025 |
65
shares
|
$3,942
0.0% of portfolio
|
Q2 2025
Added 20.37%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jul 14, 2025 Q2 2025 |
65
shares
|
$3,942
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
American National Bank
|
Jul 16, 2025 Q2 2025 |
65
shares
|
$3,942
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jul 18, 2025 Q2 2025 |
60
shares
|
$3,639
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Jul 16, 2025 Q2 2025 |
59
shares
|
$3,578
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
New Square Capital LLC
|
Aug 05, 2025 Q2 2025 |
53
shares
|
$3,214
0.0% of portfolio
|
Q2 2025
Reduced 71.81%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
53
shares
|
$3,214
0.0% of portfolio
|
Q2 2022
Reduced 85.28%
|
|
|
Gw&K Investment Management, LLC
Boston, MA |
Aug 11, 2025 Q2 2025 |
44
shares
|
$2,668
0.0% of portfolio
|
Q4 2022
Reduced 38.89%
|
|
|
Sierra Ocean, LLC
Ripon, CA |
Aug 07, 2025 Q2 2025 |
37
shares
|
$2,244
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Jul 17, 2025 Q2 2025 |
35
shares
|
$2,122
0.0% of portfolio
|
Q1 2025
Added 6.06%
|
|
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
Aug 14, 2025 Q2 2025 |
32
shares
|
$1,940
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
30
shares
|
$1,819
0.0% of portfolio
|
Q2 2025
Added 50.0%
|
|
|
Hager Investment Management Services, LLC
New London, NH |
Jul 23, 2025 Q2 2025 |
29
shares
|
$1,758
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Cromwell Holdings LLC
Jackson, WY |
Jul 21, 2025 Q2 2025 |
28
shares
|
$1,698
0.0% of portfolio
|
Q2 2025
Added 133.33%
|
|
|
Iron Horse Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
26
shares
|
$1,576
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
26
shares
|
$1,576
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jul 07, 2025 Q2 2025 |
25
shares
|
$1,516
0.0% of portfolio
|
Q2 2025
Reduced 93.02%
|