Webster Financial Ownership | Who Owns Webster Financial?

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Webster Financial Ownership Summary

Webster Financial is owned by 86.25% institutional investors, 0.91% insiders, and 12.84% retail investors. Vanguard group is the largest institutional shareholder, holding 10.63% of WBS shares. iShares Core S&P Mid-Cap ETF is the top mutual fund, with 3.22% of its assets in Webster Financial shares.

WBS Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	Webster Financial	86.25%	0.91%	12.84%
Sector	Financial Services Stocks	49.66%	13.98%	36.36%
Industry	Regional Banks Stocks	51.67%	12.06%	36.27%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Vanguard group	18.12M	10.63%	$789.64M
Blackrock	15.45M	9.06%	$673.47M
Fmr	8.78M	5.15%	$382.59M
State street	6.99M	4.10%	$304.58M
Price t rowe associates inc /md/	6.25M	3.67%	$272.37M
Invesco	5.99M	3.51%	$260.89M
Dimensional fund advisors lp	5.52M	3.24%	$240.69M
Capital investors	3.97M	2.33%	$172.45M
Macquarie group	3.12M	1.83%	$136.13M
Earnest partners	3.09M	1.81%	$134.52M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Algebris (uk)	484.74K	6.35%	$19.72M
Stieven capital advisors	515.79K	4.98%	$22.48M
Basswood capital management	1.68M	4.76%	$73.38M
Azora capital lp	2.17M	4.35%	$94.50M
Davis asset management	2.00M	3.92%	$87.18M
Maltese capital management	342.70K	2.76%	$14.94M
Petiole usa	68.88K	2.52%	$3.00M
Sapience investments	110.83K	2.47%	$4.83M
Nitorum capital	497.85K	2.37%	$21.70M
Polaris capital management	742.50K	1.73%	$32.37M

Top Buyers

Holder	Shares	% Assets	Change
Norges bank	1.95M	0.01%	1.95M
Dimensional fund advisors lp	5.52M	0.06%	1.21M
Azora capital lp	2.17M	4.35%	727.11K
Balyasny asset management	1.03M	0.08%	684.34K
Point72 asset management	1.60M	0.18%	631.08K

Top Sellers

Holder	Shares	% Assets	Change
Capital investors	3.97M	0.04%	-3.75M
Wellington management group llp	489.00K	0.00%	-2.37M
Millennium management	73.14K	0.00%	-1.13M
Holocene advisors, lp	-	-	-550.21K
Qube research	-	-	-466.30K

New Positions

Holder	Shares	% Assets	Change	Value
Norges bank	1.95M	0.01%	1.95M	$85.18M
Moore capital management, lp	423.61K	0.32%	423.61K	$18.46M
Corebridge financial	216.90K	0.05%	216.90K	$9.45M
M&g	189.55K	0.03%	189.55K	$8.34M
Two sigma investments, lp	161.50K	0.02%	161.50K	$7.04M

Sold Out

Holder	Change
Tfo-tdc	-6.00
Delos wealth advisors	-6.00
Gradient investments	-6.00
Abich financial wealth management	-10.00
Impact partnership wealth	-18.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
Sep 30, 2024	442	-4.12%	146,251,194	-0.50%	86	1.16%	190	-8.21%	170	-3.41%
Jun 30, 2024	455	-4.81%	146,851,950	-0.48%	86	1.15%	204	-9.33%	174	12.26%
Mar 31, 2024	478	-0.21%	147,565,019	-0.69%	86	1.14%	225	-3.43%	155	-9.88%
Dec 31, 2023	479	7.88%	148,594,414	0.77%	87	1.18%	233	35.47%	172	-11.34%
Sep 30, 2023	444	1.60%	147,464,842	-3.00%	86	1.11%	172	-15.27%	194	25.97%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
iShares Core S&P Mid-Cap ETF	5.51M	3.22%	10.80K
Vanguard Total Stock Mkt Idx Inv	5.43M	3.17%	-17.80K
Vanguard Small Cap Index	4.30M	2.51%	8.40K
Vanguard Small Cap Value Index Inv	2.90M	1.69%	-1.00K
Vanguard Institutional Extnd Mkt Idx Tr	2.55M	1.49%	-8.97K
American Funds Capital Income Bldr A	2.52M	1.47%	-
American Century Small Cap Value Inv	2.38M	1.39%	350.00K
American Century U.S. Small Cap Value	2.38M	1.39%	350.00K
Invesco Small Cap Value A	2.29M	1.33%	-
T. Rowe Price US Mid-Cap Value Equity	2.22M	1.30%	-944.96K

Recent Insider Transactions

Date	Name	Role	Activity	Value
Nov 29, 2024	BLEY DANIEL	Chief Risk Officer	Sell	$30.95K
Nov 26, 2024	GRIFFIN JAMES MI	Head of Consumer Banking	Sell	$29.11K
Nov 26, 2024	GRIFFIN JAMES MI	Head of Consumer Banking	Sell	$70.98K
Nov 20, 2024	CIULLA JOHN R	Chairman and CEO	Sell	$474.67K
Nov 19, 2024	WILKINS CHARLES L	Head of HSA Bank	Sell	$297.50K

Insider Transactions Trends

Date	Buy	Sell
2024 Q4	-	13
2024 Q3	-	9
2024 Q2	-	3
2024 Q1	-	16
2023 Q4	-	1

WBS Ownership FAQ

Who Owns Webster Financial?

Webster Financial shareholders are primarily institutional investors at 86.25%, followed by 0.91% insiders and 12.84% retail investors. The average institutional ownership in Webster Financial's industry, Regional Banks Stocks, is 51.67%, which Webster Financial exceeds.

Who owns the most shares of Webster Financial?

Webster Financial’s largest shareholders are Vanguard group (18.12M shares, 10.63%), Blackrock (15.45M shares, 9.06%), and Fmr (8.78M shares, 5.15%). Together, they hold 24.84% of Webster Financial’s total shares outstanding.

Does Blackrock own Webster Financial?

Yes, BlackRock owns 9.06% of Webster Financial, totaling 15.45M shares as of Jun 2024. This represents 0.02% of BlackRock's total assets, with a market value of 673.47M$. In the last quarter, BlackRock decreased its holdings by -79.538K shares, a -0.51% change.

Who is Webster Financial’s biggest shareholder by percentage of total assets invested?

Algebris (uk) is Webster Financial’s biggest shareholder by percentage of total assets invested, with 6.35% of its assets in 484.74K Webster Financial shares, valued at 19.72M$.

Who is the top mutual fund holder of Webster Financial shares?

iShares Core S&P Mid-Cap ETF is the top mutual fund holder of Webster Financial shares, with 3.22% of its total shares outstanding invested in 5.51M Webster Financial shares.

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