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 |
|---|---|---|---|---|---|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
May 07, 2025 Q1 2025 |
25
shares
|
$1,516
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Aug 06, 2025 Q2 2025 |
21
shares
|
$1,273
0.0% of portfolio
|
Q2 2025
Reduced 60.38%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
20
shares
|
$1,213
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Td Private Client Wealth LLC
New York, NY |
Jul 15, 2025 Q2 2025 |
20
shares
|
$1,213
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Jul 15, 2025 Q2 2025 |
16
shares
|
$970
0.0% of portfolio
|
Q2 2025
Reduced 48.39%
|
|
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
May 15, 2025 Q1 2025 |
15
shares
|
$909
0.0% of portfolio
|
Q1 2025
Added 200.0%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
14
shares
|
$849
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
Jul 22, 2025 Q2 2025 |
13
shares
|
$788
0.0% of portfolio
|
Q2 2025
Added 225.0%
|
|
|
Atticus Wealth Management, LLC
|
Jul 10, 2025 Q2 2025 |
13
shares
|
$788
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
Aug 13, 2025 Q2 2025 |
12
shares
|
$727
0.0% of portfolio
|
Q2 2025
Added 100.0%
|
|
|
Hughes Financial Services, LLC
Herndon, VA |
Aug 07, 2025 Q2 2025 |
11
shares
|
$667
0.0% of portfolio
|
Q2 2025
Reduced 63.33%
|
|
|
Capital Advisors, Ltd. LLC
|
Jul 24, 2025 Q2 2025 |
10
shares
|
$606
0.0% of portfolio
|
Q2 2025
Added 42.86%
|
|
|
Bay Harbor Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
8
shares
|
$485
0.0% of portfolio
|
Q2 2025
Added 60.0%
|
|
|
Bare Financial Services, Inc
Gap, PA |
Aug 13, 2025 Q2 2025 |
8
shares
|
$485
0.0% of portfolio
|
Q2 2025
Reduced 57.89%
|
|
|
Tortoise Investment Management, LLC
|
Aug 08, 2025 Q2 2025 |
7
shares
|
$424
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Creative Financial Designs Inc
|
Aug 04, 2025 Q2 2025 |
5
shares
|
$303
0.0% of portfolio
|
Q2 2025
Reduced 89.58%
|
|
|
Larson Financial Group LLC
|
Aug 08, 2025 Q2 2025 |
5
shares
|
$303
0.0% of portfolio
|
Q2 2025
Reduced 73.68%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Aug 07, 2025 Q2 2025 |
5
shares
|
$303
0.0% of portfolio
|
Q1 2025
Added 25.0%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Aug 14, 2025 Q2 2025 |
4
shares
|
$242
0.0% of portfolio
|
Q2 2025
Reduced 73.33%
|
|
|
Cbiz Investment Advisory Services, LLC
|
Aug 11, 2025 Q2 2025 |
3
shares
|
$181
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Optiver Holding B.V.
Amsterdam, P7 |
Aug 14, 2025 Q2 2025 |
3
shares
|
$181
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
First Personal Financial Services
|
Nov 01, 2024 Q3 2024 |
3
shares
|
$181
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Mv Capital Management, Inc.
|
Aug 08, 2025 Q2 2025 |
3
shares
|
$181
0.0% of portfolio
|
Q2 2025
Reduced 40.0%
|
|
|
Stephens Consulting, LLC
Flint, MI |
Jul 25, 2025 Q2 2025 |
1
shares
|
$60
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Principia Wealth Advisory, LLC
Dallas, TX |
Aug 14, 2025 Q2 2025 |
1
shares
|
$60
0.0% of portfolio
|
Q2 2025
Reduced 90.0%
|