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Webster Financial (WBS) Institutional Ownership

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$59.57 +1.63 (+2.82%)
As of 01/17/2025 03:59 PM Eastern
This is a fair market value price provided by Polygon.io. Learn more.

Institutional Ownership Changes (13F Filings) for Webster Financial (NYSE:WBS)

Current
Institutional Ownership
Percentage
85.58%
Number of
Institutional Buyers
(last 12 months)
225
Total
Institutional Inflows
(last 12 months)
$802.58M
Number of
Institutional Sellers
(last 12 months)
149
Total
Institutional Outflows
(last 12 months)
$466.81M
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WBS Institutional Buying and Selling by Quarter

Webster Financial Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
1/17/2025 Inspire Investing LLC7,297$403K0.0%-17.4%0.004%
1/17/2025 Janney Montgomery Scott LLC36,916$2.04M0.0%+1.5%0.022%
1/17/2025 SG Americas Securities LLC1,961$108K0.0%-61.2%0.001%
1/17/2025 Fort Washington Investment Advisors Inc. OH360,614$19.91M0.1%+20.3%0.210%
1/16/2025 UMB Bank n.a.1,119$62K0.0%+88.1%0.001%
1/16/2025 Grove Bank & Trust1,901$105K0.0%N/A0.001%
1/15/2025 HB Wealth Management LLC5,718$316K0.0%N/A0.003%
1/15/2025 Arkadios Wealth Advisors13,872$766K0.0%-82.8%0.008%
1/15/2025 Tompkins Financial Corp104,975$5.80M0.5%-7.5%0.061%
1/15/2025 Hennessy Advisors Inc.14,000$773K0.0%-17.6%0.008%
1/15/2025 Hennion & Walsh Asset Management Inc.4,870$269K0.0%N/A0.003%
1/14/2025 Park Avenue Securities LLC4,451$246K0.0%N/A0.003%
1/14/2025 Assenagon Asset Management S.A.498,465$27.53M0.0%+4.9%0.291%
1/14/2025 Oak Thistle LLC7,579$419K0.1%-23.2%0.004%
1/13/2025 Wedmont Private Capital7,628$409K0.0%+3.2%0.004%
1/13/2025 Brookstone Capital Management5,396$298K0.0%N/A0.003%
1/10/2025 Wealth Enhancement Advisory Services LLC9,684$535K0.0%+3.0%0.006%
1/10/2025 Hudson Valley Investment Advisors Inc. ADV46,244$2.55M0.3%-15.1%0.027%
1/6/2025 Canandaigua National Bank & Trust Co.3,738$206K0.0%N/A0.002%
1/6/2025 Bard Financial Services Inc.34,050$1.88M0.2%-1.8%0.020%
1/6/2025 Legacy Wealth Management LLC MS4,795$265K0.1%-19.7%0.003%
1/3/2025 Central Pacific Bank Trust Division3,322$183K0.0%+19.0%0.002%
1/3/2025 Everence Capital Management Inc.4,570$252K0.0%N/A0.003%
1/3/2025 GAMMA Investing LLC2,045$113K0.0%+14.8%0.001%
12/26/2024JPMorgan Chase & Co.449,910$20.97M0.0%-3.0%0.262%
12/19/2024Principal Financial Group Inc.1,034,352$48.21M0.0%-10.3%0.603%
12/12/2024 Legacy Wealth Management LLC MS5,975$278K0.1%-69.5%0.003%
12/6/2024Retirement Systems of Alabama460,310$21.46M0.1%-0.7%0.269%
11/27/2024Franklin Resources Inc.171,986$8.27M0.0%-14.8%0.100%
11/25/2024Tidal Investments LLC31,599$1.47M0.0%+58.3%0.018%
11/25/2024Sanctuary Advisors LLC19,158$893K0.0%+6.2%0.011%
11/20/2024Virtu Financial LLC6,542$305K0.0%N/A0.004%
11/20/2024 Bard Financial Services Inc.34,675$1.62M0.2%-19.2%0.020%
11/18/2024Teachers Retirement System of The State of Kentucky55,786$2.60M0.0%-23.7%0.033%
11/16/2024Geode Capital Management LLC2,969,928$138.47M0.0%+1.9%1.733%
11/15/2024M&T Bank Corp6,155$287K0.0%+6.6%0.004%
11/15/2024Barclays PLC297,834$13.88M0.0%+36.4%0.174%
11/15/2024Public Employees Retirement System of Ohio68,552$3.20M0.0%+2.7%0.040%
11/15/2024Groupama Asset Managment134,840$6.29M0.1%-72.1%0.079%
11/15/2024Y Intercept Hong Kong Ltd29,521$1.38M0.1%-58.2%0.017%
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11/15/2024XTX Topco Ltd14,802$690K0.0%N/A0.009%
11/15/2024EP Wealth Advisors LLC5,221$243K0.0%N/A0.003%
11/15/2024United Services Automobile Association11,364$530K0.0%-18.8%0.007%
11/15/2024Kovitz Investment Group Partners LLC5,726$267K0.0%-46.3%0.003%
11/15/2024Wellington Management Group LLP770,684$35.92M0.0%+57.6%0.450%
11/15/2024State Street Corp7,320,930$341.23M0.0%+4.8%4.271%
11/15/2024Stifel Financial Corp158,454$7.39M0.0%+12.0%0.092%
11/15/2024Systematic Financial Management LP960,383$44.76M1.1%+12.6%0.560%
11/15/2024Quadrature Capital Ltd12,863$600K0.0%-42.9%0.008%
11/15/2024Quantinno Capital Management LP8,884$414K0.0%+63.7%0.005%
11/15/2024Point72 DIFC Ltd6,687$312K0.0%N/A0.004%
11/15/2024Point72 Asset Management L.P.1,386,740$64.64M0.2%-13.6%0.809%
11/15/2024Janus Henderson Group PLC74,100$3.46M0.0%-10.8%0.043%
11/15/2024HighTower Advisors LLC31,978$1.49M0.0%+6.8%0.019%
11/15/2024Holocene Advisors LP172,893$8.06M0.0%N/A0.101%
11/15/2024Centiva Capital LP6,673$311K0.0%-67.9%0.004%
11/15/2024Cinctive Capital Management LP56,629$2.64M0.1%N/A0.033%
11/15/2024Azora Capital LP1,884,533$87.84M4.8%-13.1%1.099%
11/15/2024Basswood Capital Management L.L.C.1,777,413$82.85M4.3%+5.6%1.037%
11/15/2024Point72 Asia Singapore Pte. Ltd.6,655$310K0.1%-9.1%0.004%
11/14/2024Maverick Capital Ltd.28,283$1.32M0.0%+4.5%0.017%
11/14/2024Edgestream Partners L.P.15,434$719K0.0%-85.3%0.009%
11/14/2024Circle Wealth Management LLC12,463$581K0.0%-2.0%0.007%
11/14/2024Verition Fund Management LLC674,938$31.46M0.2%-1.9%0.394%
11/14/2024Captrust Financial Advisors64,216$2.99M0.0%-6.2%0.037%
11/14/2024Fourthstone LLC82,100$3.83M0.9%+569.2%0.048%
11/14/2024PEAK6 Investments LLC9,031$421K0.0%-180.4%0.005%
11/14/2024UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC390,054$18.18M0.0%-9.6%0.228%
11/14/2024MetLife Investment Management LLC88,586$4.13M0.0%-1.9%0.052%
11/13/2024BNP Paribas Financial Markets89,202$4.16M0.0%+8.5%0.052%
11/13/2024 Brooklyn Investment Group1,143$53K0.0%N/A0.001%
11/13/2024Quantbot Technologies LP92,527$4.31M0.2%-9.8%0.054%
11/13/2024FMR LLC8,393,518$391.22M0.0%-4.4%4.897%
11/13/2024The Manufacturers Life Insurance Company143,473$6.69M0.0%-6.9%0.084%
11/13/2024Qsemble Capital Management LP13,822$644K0.1%-57.4%0.008%
11/13/2024Bank of Montreal Can959,180$44.50M0.0%+182.7%0.560%
11/13/2024Fisher Asset Management LLC681,898$31.78M0.0%-0.4%0.398%
11/12/2024Algert Global LLC174,190$8.12M0.2%+179.9%0.102%
11/12/2024Cerity Partners LLC9,624$449K0.0%+46.1%0.006%
11/12/2024Citigroup Inc.198,012$9.23M0.0%-8.7%0.116%
11/12/2024Charles Schwab Investment Management Inc.1,468,942$68.47M0.0%+2.4%0.857%
11/9/2024John G Ullman & Associates Inc.30,100$1.40M0.2%-2.1%0.018%
11/9/2024Intech Investment Management LLC34,349$1.60M0.0%-18.4%0.020%
11/8/2024King Luther Capital Management Corp100,502$4.68M0.0%+1.3%0.059%
11/8/2024Pzena Investment Management LLC1,726,539$80.47M0.3%-1.0%1.007%
11/8/2024First Horizon Advisors Inc.1,398$65K0.0%+45.9%0.001%
11/8/2024Commerce Bank19,017$886K0.0%-1.3%0.011%
11/7/2024Pathstone Holdings LLC78,342$3.65M0.0%+8.3%0.046%
11/7/2024Quest Partners LLC19,067$889K0.1%-68.9%0.011%
11/7/2024Swiss National Bank334,700$15.60M0.0%-0.8%0.195%
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11/7/2024Stieven Capital Advisors L.P.602,788$28.10M5.3%+16.9%0.352%
11/7/2024Thrivent Financial for Lutherans212,272$9.89M0.0%+26.1%0.124%
11/6/2024Mutual of America Capital Management LLC92,649$4.32M0.0%-15.1%0.054%
11/6/2024BCGM Wealth Management LLC16,093$750K0.2%-5.2%0.009%
11/6/2024Natixis Advisors LLC236,252$11.01M0.0%+29.6%0.138%
11/6/2024Cornercap Investment Counsel Inc.12,018$560K0.2%-53.4%0.007%
11/6/2024KBC Group NV24,468$1.14M0.0%-88.4%0.014%
11/6/2024Oppenheimer Asset Management Inc.34,927$1.63M0.0%-2.1%0.020%
11/5/2024Victory Capital Management Inc.32,919$1.53M0.0%-8.3%0.019%
11/5/2024GSA Capital Partners LLP6,137$286K0.0%N/A0.004%
(Data available from 1/1/2016 forward)

WBS Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of WBS shares?

During the previous two years, 455 institutional investors and hedge funds held shares of Webster Financial. The most heavily invested institutionals were Vanguard Group Inc. ($910.12M), BlackRock Inc. ($662.02M), Capital International Investors ($392.02M), FMR LLC ($391.22M), State Street Corp ($341.23M), Price T Rowe Associates Inc. MD ($316.68M), and Dimensional Fund Advisors LP ($240.69M).Learn more on WBS's institutional investors.

What percentage of Webster Financial stock is owned by institutional investors?

85.58% of Webster Financial stock is owned by institutional investors. Learn more on WBS's institutional investor holdings.

Which institutional investors have been buying Webster Financial stock?

Of the 373 institutional investors that purchased Webster Financial stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: FMR LLC ($2.50M), Allspring Global Investments Holdings LLC ($2.39M), Norges Bank ($1.92M), Dimensional Fund Advisors LP ($1.64M), American Century Companies Inc. ($1.56M), Azora Capital LP ($1.42M), and Davis Asset Management L.P. ($1.32M).

How much institutional buying is happening at Webster Financial?

Institutional investors have bought a total of 35,177,515 shares in the last 24 months. This purchase volume represents approximately $1.54B in transactions.

Which Webster Financial major shareholders have been selling company stock?

Of the 248 institutional investors that sold Webster Financial stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Charles Schwab Investment Management Inc. ($2.74M), Principal Financial Group Inc. ($1.59M), Dimensional Fund Advisors LP ($1.20M), Millennium Management LLC ($1.13M), Victory Capital Management Inc. ($879.65K), Macquarie Group Ltd. ($826.98K), and Diamond Hill Capital Management Inc. ($752.19K).

How much institutional selling is happening at Webster Financial?

Institutional investors have sold a total of 22,337,618 shares in the last 24 months. This volume of shares sold represents approximately $988.43M in transactions.



This page (NYSE:WBS) was last updated on 1/20/2025 by MarketBeat.com Staff
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