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 |
|---|---|---|---|---|---|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
79
shares
|
$4,743
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
First Pacific Financial
|
Jul 18, 2025 Q2 2025 |
77
shares
|
$4,623
0.0% of portfolio
|
Q2 2025
Added 266.67%
|
|
|
Activest Wealth Management
|
May 15, 2025 Q1 2025 |
73
shares
|
$4,383
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
May 14, 2025 Q1 2025 |
68
shares
|
$4,083
0.0% of portfolio
|
Q1 2019
New holding
|
|
|
American National Bank
|
Jul 16, 2025 Q2 2025 |
65
shares
|
$3,903
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jul 14, 2025 Q2 2025 |
65
shares
|
$3,903
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jul 18, 2025 Q2 2025 |
60
shares
|
$3,603
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Jul 16, 2025 Q2 2025 |
59
shares
|
$3,542
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Avion Wealth
The Woodlands, TX |
May 09, 2025 Q1 2025 |
57
shares
|
$3,422
0.0% of portfolio
|
Q4 2024
Added 18.75%
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Apr 09, 2025 Q1 2025 |
54
shares
|
$3,242
0.0% of portfolio
|
Q1 2025
Reduced 49.06%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
53
shares
|
$3,182
0.0% of portfolio
|
Q2 2022
Reduced 85.28%
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Apr 10, 2025 Q1 2025 |
53
shares
|
$3,182
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
48
shares
|
$2,882
0.0% of portfolio
|
Q1 2025
Reduced 85.59%
|
|
|
Gw&K Investment Management, LLC
Boston, MA |
May 05, 2025 Q1 2025 |
44
shares
|
$2,642
0.0% of portfolio
|
Q4 2022
Reduced 38.89%
|
|
|
Clearstead Trust, LLC
Portland, ME |
May 09, 2025 Q1 2025 |
40
shares
|
$2,402
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Sierra Ocean, LLC
Ripon, CA |
Apr 29, 2025 Q1 2025 |
37
shares
|
$2,221
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Jul 17, 2025 Q2 2025 |
35
shares
|
$2,101
0.0% of portfolio
|
Q1 2025
Added 6.06%
|
|
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
May 14, 2025 Q1 2025 |
32
shares
|
$1,921
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
South State Corp
|
May 12, 2025 Q1 2025 |
30
shares
|
$1,801
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Hughes Financial Services, LLC
Herndon, VA |
May 01, 2025 Q1 2025 |
30
shares
|
$1,801
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Hager Investment Management Services, LLC
New London, NH |
May 02, 2025 Q1 2025 |
29
shares
|
$1,741
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Iron Horse Wealth Management, LLC
|
May 01, 2025 Q1 2025 |
26
shares
|
$1,561
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
26
shares
|
$1,561
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bokf, Na
Tulsa, OK |
May 13, 2025 Q1 2025 |
25
shares
|
$1,501
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jul 07, 2025 Q2 2025 |
25
shares
|
$1,501
0.0% of portfolio
|
Q2 2025
Reduced 93.02%
|