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Webster Financial Ownership | Who Owns Webster Financial?

OverviewForecastRevenueFinancialsChartTranscripts

Webster Financial Ownership Summary

Webster Financial is owned by 83.06% institutional investors, 1.03% insiders, and 15.91% retail investors. Vanguard group is the largest institutional shareholder, holding 10.62% of WBS shares. iShares Core S&P Mid-Cap ETF is the top mutual fund, with 3.27% of its assets in Webster Financial shares.

WBS Ownership Benchmark

TypeName% Inst% Insiders% Retail
StockWebster Financial83.06%1.03%15.91%
SectorFinancial Services Stocks 40.29%14.61%45.11%
IndustryRegional Banks Stocks42.21%12.07%45.72%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Vanguard group18.02M10.62%$994.81M
Blackrock funding, inc. /de16.03M9.46%$885.37M
Blackrock15.45M9.06%$673.47M
Fmr8.49M5.01%$469.01M
State street6.99M4.10%$304.58M
Dimensional fund advisors lp6.62M3.90%$365.60M
Invesco4.90M2.89%$270.36M
Price t rowe associates inc /md/4.56M2.69%$251.56M
Capital investors4.13M2.44%$228.00M
Earnest partners3.15M1.86%$174.17M

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
Stieven capital advisors587.69K5.78%$32.45M
Davis asset management2.00M4.51%$110.44M
Azora capital lp2.17M4.35%$94.50M
Basswood capital management1.11M3.56%$61.14M
Petiole usa101.88K3.54%$5.63M
Fj capital management528.38K3.39%$29.18M
Nitorum capital414.62K2.63%$22.90M
Sapience investments110.83K2.47%$4.83M
Algebris (uk)167.15K2.25%$8.91M
Maltese capital management265.00K2.23%$14.63M

Top Buyers

HolderShares% AssetsChange
Norges bank2.18M0.02%2.18M
Verition fund management1.77M0.39%1.09M
Balyasny asset management1.12M0.09%1.04M
Samlyn capital1.49M1.25%972.55K
Millennium management2.55M0.07%766.02K

Top Sellers

HolderShares% AssetsChange
Basswood capital management1.11M3.56%-670.27K
Diamond hill capital management1.18M0.29%-585.18K
Kodai capital management lp---489.96K
Bank of montreal /can/565.46K0.01%-393.72K
Wellington management group llp467.24K0.00%-303.44K

New Positions

HolderShares% AssetsChangeValue
Norges bank2.18M0.02%2.18M$120.50M
Fj capital management528.38K3.39%528.38K$29.18M
Wealthfront advisers491.91K0.06%491.91K$19.67M
Exoduspoint capital management, lp461.13K0.17%461.13K$25.46M
Raymond james financial266.85K0.01%266.85K$14.74M

Sold Out

HolderChange
Mendota financial group-1.00
Gradient investments-6.00
Tfo-tdc-6.00
Delos wealth advisors-6.00
Claris advisors, llc / mo /-9.00

Institutional Ownership Trends

DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
Dec 31, 20244480.45%140,840,439-4.02%831.11%21613.09%158-8.67%
Sep 30, 2024442-4.12%146,251,194-0.50%861.16%190-8.21%170-3.41%
Jun 30, 2024455-4.81%146,851,950-0.48%861.15%204-9.33%17412.26%
Mar 31, 2024478-0.21%147,565,019-0.69%861.14%225-3.43%155-9.88%
Dec 31, 20234797.88%148,594,4140.77%871.18%23335.47%172-11.34%

Top Mutual Funds Shareholders

HolderShares% HoldingChange
iShares Core S&P Mid-Cap ETF5.60M3.27%9.81K
Vanguard US Total Market Shares ETF5.45M3.18%3.40K
Vanguard Total Stock Mkt Idx Inv5.39M3.14%30.03K
Vanguard Small Cap Index4.38M2.55%3.57K
Vanguard Small Cap Value Index Inv2.88M1.68%-9.91K
Vanguard Institutional Extnd Mkt Idx Tr2.60M1.52%11.32K
American Funds Capital Income Bldr A2.52M1.47%-
Invesco Small Cap Value A2.32M1.35%-
T. Rowe Price US Mid-Cap Value Equity2.19M1.28%-33.96K
T. Rowe Price Mid-Cap Value2.19M1.28%-

Recent Insider Transactions

DateNameRoleActivityValue
Feb 20, 2025CIULLA JOHN R Chairman and CEOSell$459.45K
Feb 19, 2025MORSE LAURENCE C-Sell$780.73K
Nov 29, 2024BLEY DANIEL Chief Risk OfficerSell$30.95K
Nov 26, 2024GRIFFIN JAMES MI Head of Consumer BankingSell$29.11K
Nov 26, 2024GRIFFIN JAMES MI Head of Consumer BankingSell$70.98K

Insider Transactions Trends

DateBuySell
2025 Q1-2
2024 Q4-13
2024 Q3-9
2024 Q2-3
2024 Q1-16

WBS Ownership FAQ

Who Owns Webster Financial?

Webster Financial shareholders are primarily institutional investors at 83.06%, followed by 1.03% insiders and 15.91% retail investors. The average institutional ownership in Webster Financial's industry, Regional Banks Stocks, is 42.21%, which Webster Financial exceeds.

Who owns the most shares of Webster Financial?

Webster Financial’s largest shareholders are Vanguard group (18.02M shares, 10.62%), Blackrock funding, inc. /de (16.03M shares, 9.46%), and Blackrock (15.45M shares, 9.06%). Together, they hold 29.14% 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?

Stieven capital advisors is Webster Financial’s biggest shareholder by percentage of total assets invested, with 5.78% of its assets in 587.69K Webster Financial shares, valued at 32.45M$.

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 3.27% of its total shares outstanding invested in 5.6M Webster Financial shares.

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