Webster Financial Ownership 2024 | Who Owns Webster Financial Now?


OverviewForecastRevenueFinancialsChartTranscripts

Institutional Ownership

58.48%

Insider Ownership

0.92%

Retail Ownership

40.60%

Institutional Holders

325.00

Webster Financial Institutional Shareholders


Institutional Shareholders by % of Total Shares

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
VANGUARD GROUP INC10.63%0.02%18,115,120188,8501.05%789,638,081Jun 30, 2024
BLACKROCK INC.9.06%0.02%15,450,119-79,538-0.51%673,470,666Jun 30, 2024
FMR LLC5.15%0.02%8,777,103-311,900-3.43%382,593,894Jun 30, 2024
STATE STREET CORP4.10%0.01%6,987,324-130,269-1.83%304,577,453,000Jun 30, 2024
PRICE T ROWE ASSOCIATES INC /MD/3.67%0.03%6,248,37610,8940.17%272,368,000Jun 30, 2024
INVESCO LTD.3.51%0.06%5,985,027-84,832-1.40%260,887,316Jun 30, 2024
DIMENSIONAL FUND ADVISORS LP3.24%0.06%5,522,0441,206,57527.96%240,687,126Jun 30, 2024
CAPITAL INTERNATIONAL INVESTORS2.33%0.04%3,967,199-3,754,291-48.62%172,448,102Jun 30, 2024
MACQUARIE GROUP LTD1.83%0.16%3,122,8908,2450.26%136,128,000Jun 30, 2024
EARNEST PARTNERS LLC1.81%0.63%3,086,11113,4870.44%134,523,579Jun 30, 2024
GEODE CAPITAL MANAGEMENT, LLC1.71%0.01%2,915,31574,0072.60%127,111,662Jun 30, 2024
AMERICAN CENTURY COMPANIES INC1.55%0.07%2,640,425301,93512.91%115,096,126Jun 30, 2024
BANK OF AMERICA CORP /DE/1.51%0.01%2,573,1073,9370.15%112,161,734Jun 30, 2024
BANK OF NEW YORK MELLON CORP1.39%0.02%2,370,914-96,862-3.93%103,348,156Jun 30, 2024
AZORA CAPITAL LP1.27%4.35%2,167,971727,10850.46%94,501,856Jun 30, 2024
MORGAN STANLEY1.21%0.01%2,061,106325,62218.76%89,843,700Jun 30, 2024
DAVIS ASSET MANAGEMENT, L.P.1.17%3.92%2,000,000--87,180,000Jun 30, 2024
ALLIANCEBERNSTEIN L.P.1.16%0.03%1,980,970141,2637.68%86,350,482Jun 30, 2024
NORGES BANK1.15%0.01%1,954,2121,954,212100.00%85,184,101Jun 30, 2024
DIAMOND HILL CAPITAL MANAGEMENT INC1.09%0.34%1,850,162-274,144-12.91%80,648,562Jun 30, 2024

Webster Financial's largest institutional shareholder is VANGUARD GROUP INC, holding 10.63% of the company's total share outstanding, currently valued at $789.64M. The top 10 institutional shareholders own together 45.33% of the company.

Institutional Shareholders by % of Total Assets

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
ALGEBRIS (UK) LTD0.28%6.35%484,738294,920155.37%19,721,607Jun 30, 2024
STIEVEN CAPITAL ADVISORS, L.P.0.30%4.98%515,788-37,600-6.79%22,483,199Jun 30, 2024
BASSWOOD CAPITAL MANAGEMENT, L.L.C.0.99%4.76%1,683,484250,37417.47%73,383,068Jun 30, 2024
AZORA CAPITAL LP1.27%4.35%2,167,971727,10850.46%94,501,856Jun 30, 2024
DAVIS ASSET MANAGEMENT, L.P.1.17%3.92%2,000,000--87,180,000Jun 30, 2024
MALTESE CAPITAL MANAGEMENT LLC0.20%2.76%342,700-2,300-0.67%14,938,293Jun 30, 2024
PETIOLE USA LTD0.04%2.52%68,875--3,002,261Jun 30, 2024
SAPIENCE INVESTMENTS, LLC0.07%2.47%110,829-37,419-25.24%4,831,036Jun 30, 2024
NITORUM CAPITAL, L.P.0.29%2.37%497,848-28,540-5.42%21,701,194Jun 30, 2024
ELIZABETH PARK CAPITAL ADVISORS, LTD.0.03%2.17%57,475--2,505,335Jun 30, 2024
POLARIS CAPITAL MANAGEMENT, LLC0.44%1.73%742,495-13,300-1.76%32,365,357Jun 30, 2024
GATOR CAPITAL MANAGEMENT, LLC0.04%1.69%76,400--3,330,276Jun 30, 2024
EJF CAPITAL LLC0.03%1.44%44,596-6,774-13.19%1,943,940Jun 30, 2024
SALZHAUER MICHAEL0.02%1.33%39,1744021.04%1,707,580Jun 30, 2024
DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC0.25%1.15%429,7667460.17%18,733,000Jun 30, 2024
SYSTEMATIC FINANCIAL MANAGEMENT LP0.50%1.13%853,218-17,653-2.03%37,191,800Jun 30, 2024
BAYVIEW ASSET MANAGEMENT, LLC0.04%1.06%70,00070,000100.00%3,051,300Jun 30, 2024
BAYVIEW ASSET MANAGEMENT, LLC0.04%0.96%63,40053,400534.00%2,763,606Jun 30, 2024
STABLEPOINT PARTNERS, LLC0.05%0.86%91,667-6,386-6.51%4,426,599Jun 30, 2024
PAR CAPITAL MANAGEMENT INC0.35%0.82%600,000200,00050.00%26,154,000Jun 30, 2024

The largest Webster Financial shareholder by % of total assets is ALGEBRIS (UK) LTD. The company owns 484.74K shares of Webster Financial (WBS), representing 6.35% of its total assets.

Institutional Buyers

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
NORGES BANK1.15%0.01%1,954,2121,954,212100.00%85,184,101Jun 30, 2024
DIMENSIONAL FUND ADVISORS LP3.24%0.06%5,522,0441,206,57527.96%240,687,126Jun 30, 2024
AZORA CAPITAL LP1.27%4.35%2,167,971727,10850.46%94,501,856Jun 30, 2024
BALYASNY ASSET MANAGEMENT L.P.0.61%0.08%1,034,089684,342195.67%45,075,939Jun 30, 2024
POINT72 ASSET MANAGEMENT, L.P.0.94%0.18%1,604,198631,08064.85%69,927,004Jun 30, 2024
VERITION FUND MANAGEMENT LLC0.40%0.16%688,308522,352314.75%30,003,346Jun 30, 2024
VOLORIDGE INVESTMENT MANAGEMENT, LLC0.30%0.08%511,465488,0212081.65%22,294,759Jun 30, 2024
MOORE CAPITAL MANAGEMENT, LP0.25%0.32%423,606423,606100.00%18,464,986Jun 30, 2024
AMUNDI0.23%0.01%391,699391,699100.00%17,019,322Jun 30, 2024
QUBE RESEARCH & TECHNOLOGIES LTD0.27%0.03%466,295350,611303.08%20,325,799Jun 30, 2024
MORGAN STANLEY1.21%0.01%2,061,106325,62218.76%89,843,700Jun 30, 2024
BANK OF MONTREAL /CAN/0.20%0.00%339,246317,8141482.89%14,801,303Jun 30, 2024
AMERICAN CENTURY COMPANIES INC1.55%0.07%2,640,425301,93512.91%115,096,126Jun 30, 2024
ALGEBRIS (UK) LTD0.28%6.35%484,738294,920155.37%19,721,607Jun 30, 2024
BASSWOOD CAPITAL MANAGEMENT, L.L.C.0.99%4.76%1,683,484250,37417.47%73,383,068Jun 30, 2024
COREBRIDGE FINANCIAL, INC.0.13%0.05%216,903216,903100.00%9,454,802Jun 30, 2024
D. E. SHAW & CO., INC.0.17%0.01%286,257213,073291.15%12,477,943Jun 30, 2024
FRONTIER CAPITAL MANAGEMENT CO LLC0.38%0.28%643,329210,04648.48%28,042,711Jun 30, 2024
PAR CAPITAL MANAGEMENT INC0.35%0.82%600,000200,00050.00%26,154,000Jun 30, 2024
SAMLYN CAPITAL, LLC0.31%0.39%536,481197,67958.35%23,385,207Jun 30, 2024

As of Jun 30 2024, Webster Financial's largest institutional buyer is NORGES BANK. The company purchased 1.95M stocks of WBS, valued at $85.18M.

Institutional Sellers

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
CAPITAL INTERNATIONAL INVESTORS2.33%0.04%3,967,199-3,754,291-48.62%172,448,102Jun 30, 2024
WELLINGTON MANAGEMENT GROUP LLP0.29%0.00%488,998-2,367,156-82.88%21,315,423Jun 30, 2024
MILLENNIUM MANAGEMENT LLC0.04%0.00%73,136-1,128,160-93.91%3,187,998Jun 30, 2024
HOLOCENE ADVISORS, LP----550,207-100.00%-Jun 30, 2024
CRAMER ROSENTHAL MCGLYNN LLC0.09%0.39%154,160-454,035-74.65%6,719,834Jun 30, 2024
DANA INVESTMENT ADVISORS, INC.0.02%0.07%37,421-344,032-90.19%1,631,181Jun 30, 2024
FMR LLC5.15%0.02%8,777,103-311,900-3.43%382,593,894Jun 30, 2024
BRITISH COLUMBIA INVESTMENT MANAGEMENT CORP----280,000-100.00%-Jun 30, 2024
DIAMOND HILL CAPITAL MANAGEMENT INC1.09%0.34%1,850,162-274,144-12.91%80,648,562Jun 30, 2024
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/0.18%0.09%307,034-241,658-44.04%13,383,612Jun 30, 2024
AMERICAN INTERNATIONAL GROUP, INC.----227,699-100.00%-Jun 30, 2024
SCHONFELD STRATEGIC ADVISORS LLC0.08%0.04%131,378-208,098-61.30%5,726,765Jun 30, 2024
ASSENAGON ASSET MANAGEMENT S.A.----199,527-100.00%-Jun 30, 2024
SIENNA GESTION----160,094-100.00%-Jun 30, 2024
STATE STREET CORP4.10%0.01%6,987,324-130,269-1.83%304,577,453,000Jun 30, 2024
PZENA INVESTMENT MANAGEMENT LLC1.02%0.27%1,743,173-113,707-6.12%75,984,911Jun 30, 2024
BARCLAYS PLC0.13%0.00%218,278-113,046-34.12%9,514,000Jun 30, 2024
BOSTON PARTNERS0.09%0.01%152,616-112,321-42.40%6,654,886Jun 30, 2024
CINCTIVE CAPITAL MANAGEMENT LP----107,910-100.00%-Jun 30, 2024
PRINCIPAL FINANCIAL GROUP INC0.68%0.03%1,153,083-107,864-8.55%50,263,007,000Jun 30, 2024

As of Jun 30 2024, Webster Financial's biggest institutional seller is CAPITAL INTERNATIONAL INVESTORS. The company sold -3.75M shares of WBS, valued at $172.45M.

Institutional New positions

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
NORGES BANK1.15%0.01%1,954,2121,954,212100.00%85,184,101Jun 30, 2024
MOORE CAPITAL MANAGEMENT, LP0.25%0.32%423,606423,606100.00%18,464,986Jun 30, 2024
COREBRIDGE FINANCIAL, INC.0.13%0.05%216,903216,903100.00%9,454,802Jun 30, 2024
M&G PLC0.11%0.03%189,551189,551100.00%8,340,244Jun 30, 2024
TWO SIGMA INVESTMENTS, LP0.09%0.02%161,503161,503100.00%7,039,916Jun 30, 2024
QUANTBOT TECHNOLOGIES LP0.06%0.22%102,549102,549100.00%4,470,111Jun 30, 2024
ELEMENT CAPITAL MANAGEMENT LLC0.06%0.34%101,478101,478100.00%4,423,426Jun 30, 2024
HRT FINANCIAL LP0.05%0.02%81,72181,721100.00%3,562,000Jun 30, 2024
BAYVIEW ASSET MANAGEMENT, LLC0.04%1.06%70,00070,000100.00%3,051,300Jun 30, 2024
F/M INVESTMENTS LLC0.04%0.11%68,47868,478100.00%2,984,956Jun 30, 2024
JUMP FINANCIAL, LLC0.03%0.04%44,31744,317100.00%1,931,778Jun 30, 2024
INTECH INVESTMENT MANAGEMENT LLC0.02%0.02%42,09842,098100.00%1,835,052Jun 30, 2024
MAGNETAR FINANCIAL LLC0.02%0.03%38,29238,292100.00%1,669,148Jun 30, 2024
MIRAE ASSET GLOBAL ETFS HOLDINGS LTD.0.02%0.00%28,65328,653100.00%1,248,984Jun 30, 2024
AIGEN INVESTMENT MANAGEMENT, LP0.02%0.23%27,63227,632100.00%1,204,479Jun 30, 2024
CIBC WORLD MARKET INC.0.01%0.00%17,20017,200100.00%750,000Jun 30, 2024
SHERBROOKE PARK ADVISERS LLC0.01%0.13%16,48816,488100.00%718,712Jun 30, 2024
ILLINOIS MUNICIPAL RETIREMENT FUND0.01%0.01%15,14715,147100.00%660,258Jun 30, 2024
MITSUBISHI UFJ ASSET MANAGEMENT (UK) LTD.0.01%0.34%15,00015,000100.00%654,000Jun 30, 2024
MITSUBISHI UFJ TRUST & BANKING CORP0.01%0.00%9,9109,910100.00%431,977Jun 30, 2024
READYSTATE ASSET MANAGEMENT LP0.01%0.01%9,8099,809100.00%427,574Jun 30, 2024
SCIENTECH RESEARCH LLC0.01%0.09%9,6139,613100.00%419,031Jun 30, 2024
MAVEN SECURITIES LTD0.01%0.02%8,9008,900100.00%387,951Jun 30, 2024
CHOREO, LLC0.00%0.01%7,5637,563100.00%334,388Jun 30, 2024
VIDENT ADVISORY, LLC0.00%0.01%7,1447,144100.00%311,416Jun 30, 2024
FIFTH THIRD WEALTH ADVISORS LLC0.00%0.02%6,5316,531100.00%284,686Jun 30, 2024
PARAGON CAPITAL MANAGEMENT LTD0.00%0.05%6,0106,010100.00%261,976Jun 30, 2024
OMERS ADMINISTRATION CORP0.00%0.00%5,1005,100100.00%222,309Jun 30, 2024
INNEALTA CAPITAL, LLC0.00%0.07%4,9314,931100.00%214,942Jun 30, 2024
GRAHAM CAPITAL MANAGEMENT, L.P.0.00%0.00%4,8694,869100.00%212,240Jun 30, 2024
PALOMA PARTNERS MANAGEMENT CO0.00%0.01%4,6864,686100.00%204,263Jun 30, 2024
DZ BANK AG DEUTSCHE ZENTRAL GENOSSENSCHAFTS BANK, FRANKFURT AM MAIN0.00%0.00%3,0963,096100.00%134,954Jun 30, 2024
ASHTON THOMAS PRIVATE WEALTH, LLC0.00%0.00%165165100.00%7,192Jun 30, 2024
FINTRUST CAPITAL ADVISORS, LLC0.00%0.00%140140100.00%6,103Jun 30, 2024
CLEARSTEAD ADVISORS, LLC0.00%0.00%8787100.00%3,793Jun 30, 2024
JANICZEK WEALTH MANAGEMENT, LLC-0.00%7979100.00%3,444Jun 30, 2024
FINANCIAL NETWORK WEALTH ADVISORS LLC-0.00%4444100.00%1,927Jun 30, 2024
BALDWIN BROTHERS LLC/MA-0.00%3535100.00%1,526Jun 30, 2024
J.SAFRA ASSET MANAGEMENT CORP-0.00%2727100.00%1,177Jun 30, 2024
SRS CAPITAL ADVISORS, INC.-0.00%2525100.00%1,090Jun 30, 2024
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.-0.00%2525100.00%1,089Jun 30, 2024
HEXAGON CAPITAL PARTNERS LLC-0.00%1111100.00%480Jun 30, 2024
MV CAPITAL MANAGEMENT, INC.--22100.00%88Jun 30, 2024

Webster Financial's largest new institutional shareholder by number of shares is NORGES BANK, purchased 1.95M shares, valued at $85.18M, as of undefined.

Institutional Sold Out

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
HOLOCENE ADVISORS, LP----550,207-100.00%-Jun 30, 2024
BRITISH COLUMBIA INVESTMENT MANAGEMENT CORP----280,000-100.00%-Jun 30, 2024
AMERICAN INTERNATIONAL GROUP, INC.----227,699-100.00%-Jun 30, 2024
ASSENAGON ASSET MANAGEMENT S.A.----199,527-100.00%-Jun 30, 2024
SIENNA GESTION----160,094-100.00%-Jun 30, 2024
CINCTIVE CAPITAL MANAGEMENT LP----107,910-100.00%-Jun 30, 2024
JUPITER ASSET MANAGEMENT LTD----69,503-100.00%-Jun 30, 2024
FRED ALGER MANAGEMENT, LLC----56,029-100.00%-Jun 30, 2024
HST VENTURES, LLC----53,639-100.00%-Jun 30, 2024
JOHN W. ROSENTHAL CAPITAL MANAGEMENT, INC.----44,000-100.00%-Jun 30, 2024
LIGHTHOUSE INVESTMENT PARTNERS, LLC----24,366-100.00%-Jun 30, 2024
ICON ADVISERS INC/CO----22,800-100.00%-Jun 30, 2024
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP----20,875-100.00%-Jun 30, 2024
ALYESKA INVESTMENT GROUP, L.P.----18,880-100.00%-Jun 30, 2024
HOULIHAN FINANCIAL RESOURCE GROUP, LTD.----15,575-100.00%-Jun 30, 2024
OUTLOOK WEALTH ADVISORS, LLC----13,921-100.00%-Jun 30, 2024
SQUAREPOINT OPS LLC----12,280-100.00%-Jun 30, 2024
STEPHENS INC /AR/----12,236-100.00%-Jun 30, 2024
GREENLAND CAPITAL MANAGEMENT LP----10,000-100.00%-Jun 30, 2024
AUXANO ADVISORS, LLC----9,136-100.00%-Jun 30, 2024
LEVEL FOUR ADVISORY SERVICES, LLC----8,383-100.00%-Jun 30, 2024
AXQ CAPITAL, LP----7,800-100.00%-Jun 30, 2024
BURNS MATTESON CAPITAL MANAGEMENT, LLC----7,642-100.00%-Jun 30, 2024
OAK THISTLE LLC----7,608-100.00%-Jun 30, 2024
LEBENTHAL GLOBAL ADVISORS, LLC----6,653-100.00%-Jun 30, 2024
MQS MANAGEMENT LLC----6,166-100.00%-Jun 30, 2024
FDX ADVISORS, INC.----5,616-100.00%-Jun 30, 2024
ESSEX SAVINGS BANK----5,608-100.00%-Jun 30, 2024
PARK AVENUE SECURITIES LLC----5,196-100.00%-Jun 30, 2024
WEDBUSH SECURITIES INC----5,190-100.00%-Jun 30, 2024
PENBROOK MANAGEMENT LLC----5,130-100.00%-Jun 30, 2024
CLEARBRIDGE INVESTMENTS, LLC----5,010-100.00%-Jun 30, 2024
SIMPLEX TRADING, LLC----4,988-100.00%-Jun 30, 2024
XTX TOPCO LTD----4,928-100.00%-Jun 30, 2024
NORDEN GROUP LLC----4,914-100.00%-Jun 30, 2024
VESTMARK ADVISORY SOLUTIONS, INC.----4,912-100.00%-Jun 30, 2024
TRUST POINT INC.----4,835-100.00%-Jun 30, 2024
1858 WEALTH MANAGEMENT, LLC----4,801-100.00%-Jun 30, 2024
ATOM INVESTORS LP----4,713-100.00%-Jun 30, 2024
GTS SECURITIES LLC----4,700-100.00%-Jun 30, 2024
RELATIVE VALUE PARTNERS GROUP, LLC----4,581-100.00%-Jun 30, 2024
INGALLS & SNYDER LLC----4,556-100.00%-Jun 30, 2024
BENIN MANAGEMENT CORP----4,500-100.00%-Jun 30, 2024
FORUM FINANCIAL MANAGEMENT, LP----4,467-100.00%-Jun 30, 2024
MERCER GLOBAL ADVISORS INC /ADV----4,423-100.00%-Jun 30, 2024
MEIJI YASUDA ASSET MANAGEMENT CO LTD.----4,407-100.00%-Jun 30, 2024
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC----4,207-100.00%-Jun 30, 2024
BROWN ADVISORY INC----4,183-100.00%-Jun 30, 2024
COVENANT PARTNERS, LLC----4,146-100.00%-Jun 30, 2024
VOYA FINANCIAL ADVISORS, INC.----4,092-100.00%-Jun 30, 2024
BECK MACK & OLIVER LLC----4,091-100.00%-Jun 30, 2024
FIRST COMMONWEALTH FINANCIAL CORP /PA/----4,058-100.00%-Jun 30, 2024
CANANDAIGUA NATIONAL BANK & TRUST CO----4,047-100.00%-Jun 30, 2024
RAYMOND JAMES TRUST N.A.----4,040-100.00%-Jun 30, 2024
SLATESTONE WEALTH, LLC----4,039-100.00%-Jun 30, 2024
ROSSMORE PRIVATE CAPITAL----4,006-100.00%-Jun 30, 2024
SMITHFIELD TRUST CO----3,940-100.00%-Jun 30, 2024
YHB INVESTMENT ADVISORS, INC.----2,803-100.00%-Jun 30, 2024
FIDELIS CAPITAL PARTNERS, LLC----1,810-100.00%-Jun 30, 2024
ICA GROUP WEALTH MANAGEMENT, LLC----1,649-100.00%-Jun 30, 2024
ALLSQUARE WEALTH MANAGEMENT LLC----1,216-100.00%-Jun 30, 2024
HARVEST FUND MANAGEMENT CO., LTD----782-100.00%-Jun 30, 2024
CORECAP ADVISORS, LLC----389-100.00%-Jun 30, 2024
MEEDER ASSET MANAGEMENT INC----221-100.00%-Jun 30, 2024
ZIONS BANCORPORATION, N.A.----147-100.00%-Jun 30, 2024
PALOUSE CAPITAL MANAGEMENT, INC.----126-100.00%-Jun 30, 2024
PINERIDGE ADVISORS LLC----73-100.00%-Jun 30, 2024
PARK PLACE CAPITAL CORP----72-100.00%-Jun 30, 2024
RICHARD W. PAUL & ASSOCIATES, LLC----67-100.00%-Jun 30, 2024
BAY HARBOR WEALTH MANAGEMENT, LLC----55-100.00%-Jun 30, 2024
GENEOS WEALTH MANAGEMENT INC.----26-100.00%-Jun 30, 2024
IMPACT PARTNERSHIP WEALTH, LLC----18-100.00%-Jun 30, 2024
ABICH FINANCIAL WEALTH MANAGEMENT LLC----10-100.00%-Jun 30, 2024
TFO-TDC, LLC----6-100.00%-Jun 30, 2024

Webster Financial's largest sold out institutional shareholder by shares sold is HOLOCENE ADVISORS, LP, sold -0.55M shares, valued at -, as of undefined.

Webster Financial Mutual Fund Holders


Name% Total AssetsTotal SharesChange AmountChange %Date
AGF Investments Trust1.14%-21,5884,311-16.65%Mar 31, 2024
CALDWELL & ORKIN FUNDS INC1.10%15,000--Jan 31, 2024
PUTNAM SUSTAINABLE LEADERS FUND0.78%1,052,800--Dec 31, 2023
T. Rowe Price Financial Services Fund, Inc.0.56%453,117--Mar 31, 2024
NICHOLAS II, INC0.52%246,480--Dec 31, 2023
CRM Mutual Fund Trust0.52%260,036-68,030-20.74%Mar 31, 2024
COPLEY FUND INC /NV/0.52%7,000--Nov 30, 2022
JOHN HANCOCK INVESTMENT TRUST II0.51%216,074--Jan 31, 2024
AB TRUST0.50%472,066-95,040-16.76%Feb 29, 2024
Capital Group Core Equity ETF0.43%94,420-13,173-12.24%Feb 29, 2024
SPDR S&P MIDCAP 400 ETF TRUST0.36%1,406,44511,7670.84%Mar 28, 2024
T. Rowe Price Mid-Cap Value Fund, Inc.0.28%3,177,100-2,623-0.08%Mar 31, 2024
GABELLI EQUITY SERIES FUNDS INC0.27%217,700-21,500-8.99%Dec 29, 2023
NEW ECONOMY FUND0.25%1,144,527--Feb 29, 2024
BNY MELLON MIDCAP INDEX FUND, INC.0.25%106,379-8,266-7.21%Jan 31, 2024
VANGUARD VALLEY FORGE FUNDS0.23%120,429--Mar 31, 2024
TAX-MANAGED GROWTH PORTFOLIO0.22%83,390--Mar 31, 2024
VANGUARD EXPLORER FUND0.19%2,305,84834,0261.50%Jan 31, 2024
NICHOLAS EQUITY INCOME FUND, INC.0.18%48,630--Dec 31, 2023
DELAWARE VIP TRUST0.17%628,073-429-0.07%Mar 28, 2024
ROYCE VALUE TRUST, INC.0.17%134,200--Mar 31, 2024
T. Rowe Price Mid-Cap Growth Fund, Inc.0.16%2,495,500--Mar 31, 2024
Transparent Value Trust0.16%2,548--Dec 31, 2023
T. Rowe Price Diversified Mid-Cap Growth Fund, Inc.0.15%52,465--Mar 31, 2024
CORNERCAP GROUP OF FUNDS /VA/0.15%10,668--Sep 30, 2022
Gabelli ESG Fund, Inc.0.15%1,200--Dec 29, 2023
AIM SECTOR FUNDS (INVESCO SECTOR FUNDS)0.14%2,922,932582,10024.87%Jan 31, 2024
FIDELITY CAPITAL TRUST0.12%1,310,764-17,100-1.29%Jan 31, 2024
WASATCH FUNDS TRUST0.12%1,085,514--Mar 31, 2024
Walthausen Funds0.12%4,000--Apr 30, 2023
LORD ABBETT RESEARCH FUND INC0.11%105,500--Feb 29, 2024
ROYCE GLOBAL VALUE TRUST, INC.0.11%19,700--Mar 31, 2024
T. Rowe Price Small-Cap Value Fund, Inc.0.10%777,187-21,300-2.67%Mar 31, 2024
DELAWARE GROUP EQUITY FUNDS IV0.10%114,650-3,350-2.84%Mar 28, 2024
ALLSPRING VARIABLE TRUST0.10%59,100--Mar 31, 2024
Federated Hermes Index Trust0.09%20,7281540.75%Jan 31, 2024
T. Rowe Price Small-Cap Stock Fund, Inc.0.09%333,860--Mar 31, 2024
AMERICAN CENTURY CAPITAL PORTFOLIOS INC0.09%1,803,797170,69210.45%Mar 31, 2024
Vericimetry Funds0.09%7,689--Mar 31, 2024
ALGER INSTITUTIONAL FUNDS0.08%21,902-4,609-17.39%Jan 31, 2024
RMB INVESTORS TRUST0.08%43,194--Dec 31, 2023
VANGUARD ADMIRAL FUNDS0.08%349,999-15,574-4.26%Feb 29, 2024
BlackRock Advantage SMID Cap Fund, Inc.0.08%14,516--Mar 28, 2024
ALGER FUNDS0.07%68,007-11,748-14.73%Jan 31, 2024
Nuveen S&P 500 Dynamic Overwrite Fund0.07%2,090-1,532-42.30%Mar 31, 2024
ALGER FUNDS II0.07%15,606--Jan 31, 2024
FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND0.06%228,264-113,807-33.27%Jan 31, 2024
PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 100.06%12,9002,60025.24%Jan 31, 2024
FORUM FUNDS0.05%120,438-10,195-7.80%Mar 31, 2024
ALGER PORTFOLIOS0.05%19,508--Dec 31, 2023
T. Rowe Price Tax-Efficient Funds, Inc.0.05%4,700--Feb 29, 2024
AIM FUNDS GROUP (INVESCO FUNDS GROUP)0.04%224,378--Mar 31, 2024
Calvert Responsible Index Series, Inc.0.04%65,808--Mar 31, 2024
CGM TRUST0.04%50,000--Sep 30, 2022
VANGUARD INDEX FUNDS0.04%15,347,518-2,524,360-14.12%Mar 31, 2024
AIM GROWTH SERIES (INVESCO GROWTH SERIES)0.04%1,083,20125,0752.37%Mar 31, 2024
FIDELITY PURITAN TRUST0.04%1,836,427-140,473-7.11%Jan 31, 2024
Gabelli 787 Fund, Inc.0.04%3,000--Jan 31, 2024
TOUCHSTONE VARIABLE SERIES TRUST0.03%27,2872,97012.21%Mar 31, 2024
GABELLI INVESTOR FUNDS INC0.03%80,000-17,000-17.53%Dec 29, 2023
AB VARIABLE PRODUCTS SERIES FUND, INC.0.03%143,33921,00017.17%Mar 31, 2024
Global Beta ETF Trust0.03%84--May 31, 2022
DELAWARE GROUP EQUITY FUNDS V0.03%1,739,010-100,300-5.45%Feb 29, 2024
DIAMOND HILL FUNDS0.03%1,301,040-335,009-20.48%Dec 31, 2023
SYNTAX ETF TRUST0.03%86420531.11%Mar 31, 2024
MASTER ADVANTAGE SMID CAP LLC0.03%3,129--Dec 31, 2020
T. Rowe Price Quantitative Management Funds, Inc.0.03%80,74845,758130.77%Mar 31, 2024
VALUED ADVISERS TRUST0.02%22,600-6,000-20.98%Jan 31, 2024
CAPITAL INCOME BUILDER0.02%5,063,621145,5002.96%Jan 31, 2024
AMG Funds IV0.02%67,173--Jan 31, 2024
Cambria ETF Trust0.02%198,136--Jan 31, 2024
Absolute Shares Trust0.02%8,156--Mar 31, 2024
TIAA SEPARATE ACCOUNT VA 10.02%4,645--Mar 31, 2024
T. Rowe Price Equity Funds, Inc.0.02%220,109--Mar 31, 2024
FIDELITY SECURITIES FUND0.02%1,756,300119,9007.33%Jan 31, 2024
John Hancock Exchange-Traded Fund Trust0.02%115,4972,0681.82%Jan 31, 2024
LKCM Funds0.02%68,5911,0701.58%Mar 31, 2024
FIDELITY DEVONSHIRE TRUST0.02%189,22024,52014.89%Jan 31, 2024
REYNOLDS FUNDS INC0.02%200--Mar 31, 2024
SMALLCAP WORLD FUND INC0.02%1,237,479--Mar 31, 2024
FIRST TRUST EXCHANGE-TRADED FUND0.02%161,976-7,630-4.50%Mar 31, 2024
ICON FUNDS0.02%24,900--Jun 30, 2020
VANGUARD WHITEHALL FUNDS0.02%1,439,855-24,486-1.67%Jan 31, 2024
HENNESSY FUNDS TRUST0.02%30,000-7,000-18.92%Jan 31, 2024
AQUILA FUNDS TRUST0.01%14,000--Mar 28, 2024
VANGUARD HORIZON FUNDS0.01%351,059189,032116.67%Mar 31, 2024
OSI ETF Trust0.01%2,566--Mar 31, 2022
DEUTSCHE DWS INVESTMENT TRUST0.01%45,000--Jan 31, 2024
Calvert Variable Products, Inc.0.01%37,985--Mar 31, 2024
Weiss Strategic Interval Fund0.01%46,76846,768-Sep 30, 2022
Humankind Benefit Corp0.01%309-13-4.04%Dec 31, 2023
Principal Exchange-Traded Funds0.01%147,185--Mar 31, 2024
TETON WESTWOOD FUNDS0.01%7,413--Dec 29, 2023
VANGUARD SPECIALIZED FUNDS0.01%596,208--Jan 31, 2024
Brown Advisory Funds0.01%401,516--Mar 31, 2024
BLACKROCK ADVANTAGE GLOBAL FUND, INC.0.01%3,006--Mar 31, 2024
NUVEEN INVESTMENT FUNDS INC0.01%310,560--Jan 31, 2024
Nushares ETF Trust0.01%66,809-34,022-33.74%Jan 31, 2024
Natixis Funds Trust IV0.01%2,7481355.17%Jan 31, 2024
NEUBERGER BERMAN EQUITY FUNDS0.01%81,980--Feb 29, 2024

Webster Financial's largest mutual fund holder by % of total assets is "AGF Investments Trust", owning -21.59K shares, compromising 1.14% of its total assets.

Webster Financial Institutional Ownership Trends


Institutional Holdings Trend

DateHoldingsChange %
30 Jun, 24325-32.01%
31 Mar, 24478-
31 Dec, 234787.90%
30 Sep, 234431.84%
30 Jun, 23435-5.84%
31 Mar, 23462-0.43%
31 Dec, 224648.92%
30 Sep, 22426-3.18%
30 Jun, 22440-1.57%
31 Mar, 2244744.66%
31 Dec, 213095.10%
30 Sep, 21294-1.34%
30 Jun, 21298-2.30%
31 Mar, 2130512.13%
31 Dec, 202726.67%
30 Sep, 20255-6.59%
30 Jun, 20273-0.73%
31 Mar, 20275-7.09%
31 Dec, 19296-3.27%
30 Sep, 19306-1.92%
30 Jun, 19312-2.19%
31 Mar, 19319-0.62%
31 Dec, 18321-0.31%
30 Sep, 183227.33%
30 Jun, 183007.14%
31 Mar, 182801.45%
31 Dec, 172764.15%
30 Sep, 17265-9.86%
30 Jun, 172942.80%
31 Mar, 172861.78%
31 Dec, 1628113.77%
30 Sep, 16247-3.52%
30 Jun, 162567.11%
31 Mar, 16239-5.53%
31 Dec, 152535.42%
30 Sep, 15240-4.76%
30 Jun, 152527.69%
31 Mar, 1523414.71%
31 Dec, 142042.51%
30 Sep, 14199-3.86%
30 Jun, 14207-2.36%
31 Mar, 142127.07%
31 Dec, 13198-7.04%
30 Sep, 1321310.94%
30 Jun, 13192125.88%
31 Mar, 1385-9.57%
31 Dec, 129422.08%
30 Sep, 1277-9.41%
30 Jun, 128510.39%
31 Mar, 12771.32%
31 Dec, 11765.56%
30 Sep, 11729.09%
30 Jun, 1166-
31 Mar, 116611.86%
31 Dec, 10599.26%
30 Sep, 1054-5.26%
30 Jun, 10579.62%
31 Mar, 10521.96%
31 Dec, 095113.33%
30 Sep, 09457.14%
30 Jun, 094213.51%
31 Mar, 0937-42.19%
31 Dec, 0864-8.57%
30 Sep, 087014.75%
30 Jun, 0861-4.69%
31 Mar, 086410.34%
31 Dec, 0758-
30 Sep, 07587.41%
30 Jun, 0754-3.57%
31 Mar, 0756-9.68%
31 Dec, 066219.23%
30 Sep, 06521.96%
30 Jun, 06512.00%
31 Mar, 065011.11%
31 Dec, 05454.65%
30 Sep, 05437.50%
30 Jun, 05405.26%
31 Mar, 0538-13.64%
31 Dec, 044410.00%
30 Sep, 0440-2.44%
30 Jun, 0441-14.58%
31 Mar, 044820.00%
31 Dec, 03402.56%
30 Sep, 033921.88%
30 Jun, 033210.34%
31 Mar, 0329-17.14%
31 Dec, 023529.63%
30 Sep, 0227-10.00%
30 Jun, 0230-3.23%
31 Mar, 023172.22%
31 Dec, 0118-5.26%
30 Sep, 0119-
30 Jun, 0119-
31 Mar, 0119-
31 Dec, 001935.71%
30 Sep, 0014-12.50%
30 Jun, 001633.33%
31 Mar, 0012-33.33%
31 Dec, 991838.46%
30 Sep, 9913-18.75%
30 Jun, 991645.45%
31 Mar, 9911-

As of 30 Jun 24, 325 institutions are holding Webster Financial's shares, representing a decrease of -32.01% compared to the previous quarter.

Shares Outstanding Trend

DateShares OutstandingChange %
30 Jun, 2499,679,576-32.45%
31 Mar, 24147,565,019-0.68%
31 Dec, 23148,574,5710.77%
30 Sep, 23147,441,431-1.84%
30 Jun, 23150,209,677-0.59%
31 Mar, 23151,100,8400.62%
31 Dec, 22150,175,624-0.55%
30 Sep, 22151,006,538-0.04%
30 Jun, 22151,061,370-1.31%
31 Mar, 22153,073,72275.03%
31 Dec, 2187,456,0400.58%
30 Sep, 2186,953,3594.74%
30 Jun, 2183,020,0063.89%
31 Mar, 2179,910,7892.57%
31 Dec, 2077,905,974-0.27%
30 Sep, 2078,119,568-1.49%
30 Jun, 2079,302,7911.28%
31 Mar, 2078,302,298-4.73%
31 Dec, 1982,191,032-2.08%
30 Sep, 1983,935,1572.03%
30 Jun, 1982,264,950-1.98%
31 Mar, 1983,926,243-0.39%
31 Dec, 1884,257,7121.71%
30 Sep, 1882,841,286-2.90%
30 Jun, 1885,316,435-2.55%
31 Mar, 1887,552,4630.53%
31 Dec, 1787,093,2340.60%
30 Sep, 1786,570,634-0.33%
30 Jun, 1786,856,992-3.37%
31 Mar, 1789,885,282-0.23%
31 Dec, 1690,096,985-0.41%
30 Sep, 1690,470,7003.83%
30 Jun, 1687,134,9292.89%
31 Mar, 1684,690,4991.02%
31 Dec, 1583,837,042-0.95%
30 Sep, 1584,643,6760.24%
30 Jun, 1584,437,1160.98%
31 Mar, 1583,616,2502.96%
31 Dec, 1481,211,205-1.62%
30 Sep, 1482,552,3602.55%
30 Jun, 1480,496,7220.46%
31 Mar, 1480,131,4372.76%
31 Dec, 1377,981,095-0.61%
30 Sep, 1378,459,8854.57%
30 Jun, 1375,034,517200.01%
31 Mar, 1325,010,527-11.92%
31 Dec, 1228,395,914-3.44%
30 Sep, 1229,406,035-2.67%
30 Jun, 1230,211,9948.62%
31 Mar, 1227,814,822-6.79%
31 Dec, 1129,841,72914.69%
30 Sep, 1126,018,387-11.77%
30 Jun, 1129,489,93627.47%
31 Mar, 1123,134,53124.75%
31 Dec, 1018,544,07323.85%
30 Sep, 1014,973,483-14.23%
30 Jun, 1017,456,8953.02%
31 Mar, 1016,945,577-5.16%
31 Dec, 0917,867,37338.49%
30 Sep, 0912,901,26710.99%
30 Jun, 0911,624,0645.96%
31 Mar, 0910,969,955-34.05%
31 Dec, 0816,633,0742.11%
30 Sep, 0816,290,06153.92%
30 Jun, 0810,583,79427.08%
31 Mar, 088,328,4361.08%
31 Dec, 078,239,8362.68%
30 Sep, 078,024,498-0.76%
30 Jun, 078,086,333-5.26%
31 Mar, 078,534,867-28.38%
31 Dec, 0611,917,4225.45%
30 Sep, 0611,301,69629.99%
30 Jun, 068,693,953-19.80%
31 Mar, 0610,839,80723.87%
31 Dec, 058,750,770111.37%
30 Sep, 054,140,065-19.96%
30 Jun, 055,172,6367.04%
31 Mar, 054,832,562-13.62%
31 Dec, 045,594,67124.87%
30 Sep, 044,480,556-20.60%
30 Jun, 045,642,757-1.41%
31 Mar, 045,723,73117.13%
31 Dec, 034,886,769-4.16%
30 Sep, 035,098,78213.92%
30 Jun, 034,475,562-2.58%
31 Mar, 034,594,1462.61%
31 Dec, 024,477,38234.89%
30 Sep, 023,319,241-3.97%
30 Jun, 023,456,325-22.27%
31 Mar, 024,446,64744.27%
31 Dec, 013,082,217-11.76%
30 Sep, 013,492,88329.20%
30 Jun, 012,703,534-21.29%
31 Mar, 013,434,9108.72%
31 Dec, 003,159,35212.97%
30 Sep, 002,796,5181.92%
30 Jun, 002,743,91021.98%
31 Mar, 002,249,44723.89%
31 Dec, 991,815,725-32.44%
30 Sep, 992,687,772-32.93%
30 Jun, 994,007,21322.25%
31 Mar, 993,278,016-

Webster Financial (WBS) has 99.68M shares outstanding as of 30 Jun 24, down -32.45% compared to the previous quarter.

Institutional Ownership Trend

DateOwnership %Change %
30 Jun, 2458.48%0.78%
31 Mar, 2486.58%1.14%
31 Dec, 2387.18%1.18%
30 Sep, 2386.12%1.14%
30 Jun, 2386.96%1.14%
31 Mar, 2387.46%1.15%
31 Dec, 2287.05%1.15%
30 Sep, 2286.85%1.18%
30 Jun, 2285.91%0.76%
31 Mar, 22106.21%1.12%
31 Dec, 2197.19%1.04%
30 Sep, 2196.57%1.14%
30 Jun, 2192.22%1.16%
31 Mar, 2188.98%1.19%
31 Dec, 2086.59%1.14%
30 Sep, 2087.16%1.11%
30 Jun, 2088.62%1.20%
31 Mar, 2086.11%1.07%
31 Dec, 1989.75%1.07%
30 Sep, 1991.67%1.13%
30 Jun, 1989.87%1.08%
31 Mar, 1991.26%1.09%
31 Dec, 1891.61%1.13%
30 Sep, 1890.08%1.05%
30 Jun, 1892.84%1.02%
31 Mar, 1895.25%1.06%
31 Dec, 1794.61%1.07%
30 Sep, 1793.97%1.06%
30 Jun, 1794.32%0.99%
31 Mar, 1797.82%1.01%
31 Dec, 1698.39%1.00%
30 Sep, 1699.02%1.09%
30 Jun, 1695.50%1.11%
31 Mar, 1692.73%1.10%
31 Dec, 1591.71%1.07%
30 Sep, 1592.55%1.07%
30 Jun, 1593.08%1.08%
31 Mar, 1592.65%1.14%
31 Dec, 1490.19%1.07%
30 Sep, 1491.84%1.14%
30 Jun, 1489.66%1.13%
31 Mar, 1489.15%1.15%
31 Dec, 1387.90%1.15%
30 Sep, 1387.41%1.25%
30 Jun, 1383.70%9.78%
31 Mar, 1329.25%2.76%
31 Dec, 1232.56%2.88%
30 Sep, 1233.65%2.81%
30 Jun, 1234.61%3.40%
31 Mar, 1231.89%2.72%
31 Dec, 1134.26%3.84%
30 Sep, 1129.89%2.60%
30 Jun, 1133.90%4.78%
31 Mar, 1126.62%5.85%
31 Dec, 1021.34%5.81%
30 Sep, 1019.17%3.83%
30 Jun, 1022.38%4.73%
31 Mar, 1021.75%2.53%
31 Dec, 0929.32%7.74%
30 Sep, 0919.46%4.02%
30 Jun, 0922.00%4.96%
31 Mar, 0921.05%2.06%
31 Dec, 0831.97%3.26%
30 Sep, 0831.31%7.56%
30 Jun, 0820.35%8.05%
31 Mar, 0815.90%6.33%
31 Dec, 0715.85%7.11%
30 Sep, 0714.93%7.08%
30 Jun, 0714.52%6.28%
31 Mar, 0715.21%3.37%
31 Dec, 0621.24%4.54%
30 Sep, 0621.63%7.93%
30 Jun, 0616.52%3.96%
31 Mar, 0620.42%7.52%
31 Dec, 0516.48%27.67%
30 Sep, 057.72%8.29%
30 Jun, 059.65%11.85%
31 Mar, 059.02%8.27%
31 Dec, 0410.44%14.58%
30 Sep, 048.46%6.57%
30 Jun, 0411.35%7.38%
31 Mar, 0412.40%10.98%
31 Dec, 0310.63%8.44%
30 Sep, 0311.22%11.57%
30 Jun, 039.85%9.64%
31 Mar, 0310.11%10.42%
31 Dec, 029.85%20.22%
30 Sep, 026.98%13.82%
30 Jun, 027.11%8.56%
31 Mar, 029.11%23.11%
31 Dec, 016.28%12.53%
30 Sep, 017.08%23.53%
30 Jun, 015.48%11.13%
31 Mar, 017.02%16.92%
31 Dec, 006.44%19.44%
30 Sep, 005.76%13.86%
30 Jun, 006.44%24.60%
31 Mar, 005.12%30.82%
31 Dec, 994.08%11.68%
30 Sep, 995.91%7.27%
30 Jun, 999.01%15.97%
31 Mar, 997.51%-

As of 30 Jun 24, Webster Financial is held by 58.48% institutional shareholders, representing a 0.78% growth compared to 31 Mar 24.

Institutional Increased Positions Trend

DateIncreased PositionsChange %
30 Jun, 24132-41.59%
31 Mar, 24226-3.00%
31 Dec, 2323335.47%
30 Sep, 23172-14.85%
30 Jun, 23202-7.76%
31 Mar, 232190.46%
31 Dec, 2221812.95%
30 Sep, 22193-3.98%
30 Jun, 22201-44.93%
31 Mar, 22365151.72%
31 Dec, 2114517.89%
30 Sep, 21123-12.77%
30 Jun, 21141-1.40%
31 Mar, 2114317.21%
31 Dec, 201228.93%
30 Sep, 20112-22.22%
30 Jun, 20144-1.37%
31 Mar, 201465.80%
31 Dec, 19138-5.48%
30 Sep, 19146-8.18%
30 Jun, 19159-
31 Mar, 19159-1.24%
31 Dec, 18161-3.59%
30 Sep, 1816732.54%
30 Jun, 1812610.53%
31 Mar, 18114-11.63%
31 Dec, 1712911.21%
30 Sep, 17116-18.31%
30 Jun, 171429.23%
31 Mar, 17130-2.26%
31 Dec, 1613323.15%
30 Sep, 16108-27.03%
30 Jun, 1614825.42%
31 Mar, 16118-16.90%
31 Dec, 1514210.08%
30 Sep, 15129-3.73%
30 Jun, 15134-
31 Mar, 1513463.41%
31 Dec, 1482-10.87%
30 Sep, 14928.24%
30 Jun, 1485-15.84%
31 Mar, 1410117.44%
31 Dec, 1386-33.85%
30 Sep, 13130-14.47%
30 Jun, 13152237.78%
31 Mar, 1345-18.18%
31 Dec, 125530.95%
30 Sep, 1242-8.70%
30 Jun, 124670.37%
31 Mar, 1227-28.95%
31 Dec, 1138-
30 Sep, 113815.15%
30 Jun, 1133-15.38%
31 Mar, 1139-2.50%
31 Dec, 104060.00%
30 Sep, 1025-7.41%
30 Jun, 1027-12.90%
31 Mar, 1031-11.43%
31 Dec, 093520.69%
30 Sep, 0929-3.33%
30 Jun, 093050.00%
31 Mar, 0920-47.37%
31 Dec, 0838-7.32%
30 Sep, 08417.89%
30 Jun, 083811.76%
31 Mar, 083417.24%
31 Dec, 0729-9.38%
30 Sep, 073233.33%
30 Jun, 0724-17.24%
31 Mar, 0729-35.56%
31 Dec, 064555.17%
30 Sep, 062938.10%
30 Jun, 0621-16.00%
31 Mar, 062531.58%
31 Dec, 0519-17.39%
30 Sep, 052315.00%
30 Jun, 0520-4.76%
31 Mar, 0521-27.59%
31 Dec, 042938.10%
30 Sep, 0421-22.22%
30 Jun, 0427-6.90%
31 Mar, 042931.82%
31 Dec, 0322-12.00%
30 Sep, 032538.89%
30 Jun, 031850.00%
31 Mar, 0312-40.00%
31 Dec, 022025.00%
30 Sep, 0216-
30 Jun, 0216-33.33%
31 Mar, 022471.43%
31 Dec, 0114-12.50%
30 Sep, 01166.67%
30 Jun, 011515.38%
31 Mar, 011318.18%
31 Dec, 001110.00%
30 Sep, 0010-16.67%
30 Jun, 001271.43%
31 Mar, 007-46.15%
31 Dec, 991344.44%
30 Sep, 999-18.18%
30 Jun, 9911-
31 Mar, 9911-

132 institutional shareholders have increased their position in WBS stock as of 30 Jun 24 compared to 226 in the previous quarter (a -41.59% decrease).

Institutional Reduced Positions Trend

DateReduced PositionsChange %
30 Jun, 24138-10.97%
31 Mar, 24155-9.36%
31 Dec, 23171-11.40%
30 Sep, 2319326.14%
30 Jun, 23153-10.00%
31 Mar, 231706.92%
31 Dec, 221597.43%
30 Sep, 22148-8.07%
30 Jun, 22161235.42%
31 Mar, 2248-55.56%
31 Dec, 211081.89%
30 Sep, 211067.07%
30 Jun, 2199-6.60%
31 Mar, 211061.92%
31 Dec, 2010413.04%
30 Sep, 2092-1.08%
30 Jun, 209312.05%
31 Mar, 2083-26.55%
31 Dec, 191130.89%
30 Sep, 19112-
30 Jun, 191129.80%
31 Mar, 19102-5.56%
31 Dec, 181088.00%
30 Sep, 18100-8.26%
30 Jun, 18109-0.91%
31 Mar, 1811027.91%
31 Dec, 1786-4.44%
30 Sep, 1790-12.62%
30 Jun, 17103-1.90%
31 Mar, 171053.96%
31 Dec, 1610114.77%
30 Sep, 168831.34%
30 Jun, 1667-11.84%
31 Mar, 16767.04%
31 Dec, 1571-1.39%
30 Sep, 1572-10.00%
30 Jun, 158017.65%
31 Mar, 1568-15.00%
31 Dec, 14809.59%
30 Sep, 1473-5.19%
30 Jun, 14778.45%
31 Mar, 1471-2.74%
31 Dec, 137335.19%
30 Sep, 1354157.14%
30 Jun, 1321-27.59%
31 Mar, 13293.57%
31 Dec, 1228-3.45%
30 Sep, 1229-
30 Jun, 1229-21.62%
31 Mar, 123742.31%
31 Dec, 112613.04%
30 Sep, 112315.00%
30 Jun, 112017.65%
31 Mar, 111721.43%
31 Dec, 1014-17.65%
30 Sep, 1017-15.00%
30 Jun, 102025.00%
31 Mar, 101645.45%
31 Dec, 0911-
30 Sep, 091137.50%
30 Jun, 098-27.27%
31 Mar, 0911-47.62%
31 Dec, 082123.53%
30 Sep, 081721.43%
30 Jun, 0814-36.36%
31 Mar, 0822-8.33%
31 Dec, 07244.35%
30 Sep, 072343.75%
30 Jun, 07166.67%
31 Mar, 071536.36%
31 Dec, 0611-8.33%
30 Sep, 0612-47.83%
30 Jun, 062364.29%
31 Mar, 0614-6.67%
31 Dec, 051515.38%
30 Sep, 0513-13.33%
30 Jun, 051566.67%
31 Mar, 05912.50%
31 Dec, 048-20.00%
30 Sep, 041025.00%
30 Jun, 048-42.86%
31 Mar, 04147.69%
31 Dec, 031385.71%
30 Sep, 037-22.22%
30 Jun, 039-25.00%
31 Mar, 03129.09%
31 Dec, 0211120.00%
30 Sep, 025-28.57%
30 Jun, 027133.33%
31 Mar, 023-25.00%
31 Dec, 01433.33%
30 Sep, 013-
30 Jun, 013-25.00%
31 Mar, 014-20.00%
31 Dec, 005400.00%
30 Sep, 001-66.67%
30 Jun, 003-25.00%
31 Mar, 00433.33%
31 Dec, 99350.00%
30 Sep, 992-33.33%
30 Jun, 993-
31 Mar, 99--

138 institutional shareholders have reduced their position in WBS stock as of 30 Jun 24 compared to 155 in the previous quarter (a -10.97% decrease).

All Institutional Ownership Trend Data

DateHoldingsChange %Shares OutstandingChange %Ownership %Change %Increased PositionsChange %Reduced PositionsChange %
30 Jun, 24325-32.01%99,679,576-32.45%58.48%0.78%132-41.59%138-10.97%
31 Mar, 24478-147,565,019-0.68%86.58%1.14%226-3.00%155-9.36%
31 Dec, 234787.90%148,574,5710.77%87.18%1.18%23335.47%171-11.40%
30 Sep, 234431.84%147,441,431-1.84%86.12%1.14%172-14.85%19326.14%
30 Jun, 23435-5.84%150,209,677-0.59%86.96%1.14%202-7.76%153-10.00%
31 Mar, 23462-0.43%151,100,8400.62%87.46%1.15%2190.46%1706.92%
31 Dec, 224648.92%150,175,624-0.55%87.05%1.15%21812.95%1597.43%
30 Sep, 22426-3.18%151,006,538-0.04%86.85%1.18%193-3.98%148-8.07%
30 Jun, 22440-1.57%151,061,370-1.31%85.91%0.76%201-44.93%161235.42%
31 Mar, 2244744.66%153,073,72275.03%106.21%1.12%365151.72%48-55.56%
31 Dec, 213095.10%87,456,0400.58%97.19%1.04%14517.89%1081.89%
30 Sep, 21294-1.34%86,953,3594.74%96.57%1.14%123-12.77%1067.07%
30 Jun, 21298-2.30%83,020,0063.89%92.22%1.16%141-1.40%99-6.60%
31 Mar, 2130512.13%79,910,7892.57%88.98%1.19%14317.21%1061.92%
31 Dec, 202726.67%77,905,974-0.27%86.59%1.14%1228.93%10413.04%
30 Sep, 20255-6.59%78,119,568-1.49%87.16%1.11%112-22.22%92-1.08%
30 Jun, 20273-0.73%79,302,7911.28%88.62%1.20%144-1.37%9312.05%
31 Mar, 20275-7.09%78,302,298-4.73%86.11%1.07%1465.80%83-26.55%
31 Dec, 19296-3.27%82,191,032-2.08%89.75%1.07%138-5.48%1130.89%
30 Sep, 19306-1.92%83,935,1572.03%91.67%1.13%146-8.18%112-
30 Jun, 19312-2.19%82,264,950-1.98%89.87%1.08%159-1129.80%
31 Mar, 19319-0.62%83,926,243-0.39%91.26%1.09%159-1.24%102-5.56%
31 Dec, 18321-0.31%84,257,7121.71%91.61%1.13%161-3.59%1088.00%
30 Sep, 183227.33%82,841,286-2.90%90.08%1.05%16732.54%100-8.26%
30 Jun, 183007.14%85,316,435-2.55%92.84%1.02%12610.53%109-0.91%
31 Mar, 182801.45%87,552,4630.53%95.25%1.06%114-11.63%11027.91%
31 Dec, 172764.15%87,093,2340.60%94.61%1.07%12911.21%86-4.44%
30 Sep, 17265-9.86%86,570,634-0.33%93.97%1.06%116-18.31%90-12.62%
30 Jun, 172942.80%86,856,992-3.37%94.32%0.99%1429.23%103-1.90%
31 Mar, 172861.78%89,885,282-0.23%97.82%1.01%130-2.26%1053.96%
31 Dec, 1628113.77%90,096,985-0.41%98.39%1.00%13323.15%10114.77%
30 Sep, 16247-3.52%90,470,7003.83%99.02%1.09%108-27.03%8831.34%
30 Jun, 162567.11%87,134,9292.89%95.50%1.11%14825.42%67-11.84%
31 Mar, 16239-5.53%84,690,4991.02%92.73%1.10%118-16.90%767.04%
31 Dec, 152535.42%83,837,042-0.95%91.71%1.07%14210.08%71-1.39%
30 Sep, 15240-4.76%84,643,6760.24%92.55%1.07%129-3.73%72-10.00%
30 Jun, 152527.69%84,437,1160.98%93.08%1.08%134-8017.65%
31 Mar, 1523414.71%83,616,2502.96%92.65%1.14%13463.41%68-15.00%
31 Dec, 142042.51%81,211,205-1.62%90.19%1.07%82-10.87%809.59%
30 Sep, 14199-3.86%82,552,3602.55%91.84%1.14%928.24%73-5.19%
30 Jun, 14207-2.36%80,496,7220.46%89.66%1.13%85-15.84%778.45%
31 Mar, 142127.07%80,131,4372.76%89.15%1.15%10117.44%71-2.74%
31 Dec, 13198-7.04%77,981,095-0.61%87.90%1.15%86-33.85%7335.19%
30 Sep, 1321310.94%78,459,8854.57%87.41%1.25%130-14.47%54157.14%
30 Jun, 13192125.88%75,034,517200.01%83.70%9.78%152237.78%21-27.59%
31 Mar, 1385-9.57%25,010,527-11.92%29.25%2.76%45-18.18%293.57%
31 Dec, 129422.08%28,395,914-3.44%32.56%2.88%5530.95%28-3.45%
30 Sep, 1277-9.41%29,406,035-2.67%33.65%2.81%42-8.70%29-
30 Jun, 128510.39%30,211,9948.62%34.61%3.40%4670.37%29-21.62%
31 Mar, 12771.32%27,814,822-6.79%31.89%2.72%27-28.95%3742.31%
31 Dec, 11765.56%29,841,72914.69%34.26%3.84%38-2613.04%
30 Sep, 11729.09%26,018,387-11.77%29.89%2.60%3815.15%2315.00%
30 Jun, 1166-29,489,93627.47%33.90%4.78%33-15.38%2017.65%
31 Mar, 116611.86%23,134,53124.75%26.62%5.85%39-2.50%1721.43%
31 Dec, 10599.26%18,544,07323.85%21.34%5.81%4060.00%14-17.65%
30 Sep, 1054-5.26%14,973,483-14.23%19.17%3.83%25-7.41%17-15.00%
30 Jun, 10579.62%17,456,8953.02%22.38%4.73%27-12.90%2025.00%
31 Mar, 10521.96%16,945,577-5.16%21.75%2.53%31-11.43%1645.45%
31 Dec, 095113.33%17,867,37338.49%29.32%7.74%3520.69%11-
30 Sep, 09457.14%12,901,26710.99%19.46%4.02%29-3.33%1137.50%
30 Jun, 094213.51%11,624,0645.96%22.00%4.96%3050.00%8-27.27%
31 Mar, 0937-42.19%10,969,955-34.05%21.05%2.06%20-47.37%11-47.62%
31 Dec, 0864-8.57%16,633,0742.11%31.97%3.26%38-7.32%2123.53%
30 Sep, 087014.75%16,290,06153.92%31.31%7.56%417.89%1721.43%
30 Jun, 0861-4.69%10,583,79427.08%20.35%8.05%3811.76%14-36.36%
31 Mar, 086410.34%8,328,4361.08%15.90%6.33%3417.24%22-8.33%
31 Dec, 0758-8,239,8362.68%15.85%7.11%29-9.38%244.35%
30 Sep, 07587.41%8,024,498-0.76%14.93%7.08%3233.33%2343.75%
30 Jun, 0754-3.57%8,086,333-5.26%14.52%6.28%24-17.24%166.67%
31 Mar, 0756-9.68%8,534,867-28.38%15.21%3.37%29-35.56%1536.36%
31 Dec, 066219.23%11,917,4225.45%21.24%4.54%4555.17%11-8.33%
30 Sep, 06521.96%11,301,69629.99%21.63%7.93%2938.10%12-47.83%
30 Jun, 06512.00%8,693,953-19.80%16.52%3.96%21-16.00%2364.29%
31 Mar, 065011.11%10,839,80723.87%20.42%7.52%2531.58%14-6.67%
31 Dec, 05454.65%8,750,770111.37%16.48%27.67%19-17.39%1515.38%
30 Sep, 05437.50%4,140,065-19.96%7.72%8.29%2315.00%13-13.33%
30 Jun, 05405.26%5,172,6367.04%9.65%11.85%20-4.76%1566.67%
31 Mar, 0538-13.64%4,832,562-13.62%9.02%8.27%21-27.59%912.50%
31 Dec, 044410.00%5,594,67124.87%10.44%14.58%2938.10%8-20.00%
30 Sep, 0440-2.44%4,480,556-20.60%8.46%6.57%21-22.22%1025.00%
30 Jun, 0441-14.58%5,642,757-1.41%11.35%7.38%27-6.90%8-42.86%
31 Mar, 044820.00%5,723,73117.13%12.40%10.98%2931.82%147.69%
31 Dec, 03402.56%4,886,769-4.16%10.63%8.44%22-12.00%1385.71%
30 Sep, 033921.88%5,098,78213.92%11.22%11.57%2538.89%7-22.22%
30 Jun, 033210.34%4,475,562-2.58%9.85%9.64%1850.00%9-25.00%
31 Mar, 0329-17.14%4,594,1462.61%10.11%10.42%12-40.00%129.09%
31 Dec, 023529.63%4,477,38234.89%9.85%20.22%2025.00%11120.00%
30 Sep, 0227-10.00%3,319,241-3.97%6.98%13.82%16-5-28.57%
30 Jun, 0230-3.23%3,456,325-22.27%7.11%8.56%16-33.33%7133.33%
31 Mar, 023172.22%4,446,64744.27%9.11%23.11%2471.43%3-25.00%
31 Dec, 0118-5.26%3,082,217-11.76%6.28%12.53%14-12.50%433.33%
30 Sep, 0119-3,492,88329.20%7.08%23.53%166.67%3-
30 Jun, 0119-2,703,534-21.29%5.48%11.13%1515.38%3-25.00%
31 Mar, 0119-3,434,9108.72%7.02%16.92%1318.18%4-20.00%
31 Dec, 001935.71%3,159,35212.97%6.44%19.44%1110.00%5400.00%
30 Sep, 0014-12.50%2,796,5181.92%5.76%13.86%10-16.67%1-66.67%
30 Jun, 001633.33%2,743,91021.98%6.44%24.60%1271.43%3-25.00%
31 Mar, 0012-33.33%2,249,44723.89%5.12%30.82%7-46.15%433.33%
31 Dec, 991838.46%1,815,725-32.44%4.08%11.68%1344.44%350.00%
30 Sep, 9913-18.75%2,687,772-32.93%5.91%7.27%9-18.18%2-33.33%
30 Jun, 991645.45%4,007,21322.25%9.01%15.97%11-3-
31 Mar, 9911-3,278,016-7.51%-11---

Webster Financial Insider Shareholders Trades


Open Market Insider Trades

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource
Jul 29, 2024WILKINS CHARLES Lofficer Head of HSA BankS-SaleSell5,000$49.07$245.35K45,157
Jul 29, 2024BLEY DANIELofficer Chief Risk OfficerS-SaleSell3,000$48.98$146.96K22,992
Jul 26, 2024SOTO JASON A.officer Chief Credit OfficerS-SaleSell1,650$46.32$76.43K20,539
Jul 17, 2024CIULLA JOHN Rofficer Chairman and CEOS-SaleSell8,000$48.04$384.31K237,049
Jun 05, 2024BLEY DANIELofficer Chief Risk OfficerS-SaleSell498$42.11$20.97K25,992
May 10, 2024Whiston William E.director-S-SaleSell4,000$46.28$185.12K9,666

Open Market Insider Buys

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource

Insider Sells

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource
Jul 29, 2024WILKINS CHARLES Lofficer Head of HSA BankS-SaleSell5,000$49.07$245.35K45,157
Jul 29, 2024BLEY DANIELofficer Chief Risk OfficerS-SaleSell3,000$48.98$146.96K22,992
Jul 26, 2024SOTO JASON A.officer Chief Credit OfficerS-SaleSell1,650$46.32$76.43K20,539
Jul 17, 2024Haas William Daviddirector-Sell---400
Jul 17, 2024CIULLA JOHN Rofficer Chairman and CEOS-SaleSell8,000$48.04$384.31K237,049
Jul 05, 2024Wang Albert Jen-Wenofficer Chief Accounting OfficerA-AwardSell3,590--18,273
Jun 05, 2024BLEY DANIELofficer Chief Risk OfficerS-SaleSell498$42.11$20.97K25,992
May 10, 2024Whiston William E.director-S-SaleSell4,000$46.28$185.12K9,666
May 07, 2024Wang Albert Jen-Wenofficer Chief Accounting OfficerF-InKindSell503$44.92$22.59K14,784
May 07, 2024Wang Albert Jen-Wenofficer Chief Accounting OfficerF-InKindSell101$44.92$4.54K14,683
May 07, 2024SOTO JASON A.officer Chief Credit OfficerF-InKindSell751$44.92$33.73K22,340
May 07, 2024SOTO JASON A.officer Chief Credit OfficerF-InKindSell151$44.92$6.78K22,189
May 07, 2024NAFDE VIKRAM A.officer Chief Information OfficerF-InKindSell971$44.92$43.62K15,536
May 07, 2024KRYNICK BENJAMIN L.officer Head of Bank OperationsF-InKindSell264$44.92$11.86K7,450
May 07, 2024CIESLIK ELZBIETAofficer EVP & CAO of BankF-InKindSell672$44.92$30.19K15,295
May 07, 2024CIESLIK ELZBIETAofficer EVP & CAO of BankF-InKindSell135$44.92$6.06K15,160

All Insider Owners Trades

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource
Aug 08, 2024MacInnes Glenn Iofficer-Buy----
Jul 29, 2024WILKINS CHARLES Lofficer Head of HSA BankS-SaleSell5,000$49.07$245.35K45,157
Jul 29, 2024BLEY DANIELofficer Chief Risk OfficerS-SaleSell3,000$48.98$146.96K22,992
Jul 29, 2024HOLLAND WILLIAM NEALofficer EVPA-AwardBuy15,714--15,714
Jul 26, 2024SOTO JASON A.officer Chief Credit OfficerS-SaleSell1,650$46.32$76.43K20,539
Jul 17, 2024HOLLAND WILLIAM NEALofficer-Buy----
Jul 17, 2024Haas William Daviddirector-A-AwardBuy2,048--2,448
Jul 17, 2024Haas William Daviddirector-Sell---400
Jul 17, 2024CIULLA JOHN Rofficer Chairman and CEOS-SaleSell8,000$48.04$384.31K237,049
Jul 05, 2024Wang Albert Jen-Wenofficer Chief Accounting OfficerA-AwardSell3,590--18,273
Jun 05, 2024BLEY DANIELofficer Chief Risk OfficerS-SaleSell498$42.11$20.97K25,992
May 10, 2024Whiston William E.director-S-SaleSell4,000$46.28$185.12K9,666
May 07, 2024Wang Albert Jen-Wenofficer Chief Accounting OfficerF-InKindSell503$44.92$22.59K14,784
May 07, 2024Wang Albert Jen-Wenofficer Chief Accounting OfficerF-InKindSell101$44.92$4.54K14,683
May 07, 2024SOTO JASON A.officer Chief Credit OfficerF-InKindSell751$44.92$33.73K22,340
May 07, 2024SOTO JASON A.officer Chief Credit OfficerF-InKindSell151$44.92$6.78K22,189
May 07, 2024NAFDE VIKRAM A.officer Chief Information OfficerF-InKindSell971$44.92$43.62K15,536
May 07, 2024KRYNICK BENJAMIN L.officer Head of Bank OperationsF-InKindSell264$44.92$11.86K7,450
May 07, 2024CIESLIK ELZBIETAofficer EVP & CAO of BankF-InKindSell672$44.92$30.19K15,295
May 07, 2024CIESLIK ELZBIETAofficer EVP & CAO of BankF-InKindSell135$44.92$6.06K15,160

The last insider sell of Webster Financial's stock was made by WILKINS CHARLES L on Jul 29 2024, selling 5,000 shares at $49.07 per share (valued at $245.35K).

Webster Financial Insider Ownership Trends


All Insider Trades Trend

DateBuySellBuy/Sell Ratio
Q3 20242633.33%
Q2 2024102147.62%
Q1 2024196529.23%
Q4 2023-6-
Q3 202311100.00%
Q2 2023148175.00%
Q1 2023152951.72%
Q4 2022-6-
Q3 2022-2-
Q2 2022149155.56%
Q1 20226632206.25%
Q4 2021-6-
Q3 2021-1-
Q2 202119--
Q1 2021184837.50%
Q4 20201812.50%
Q3 20202--
Q2 2020162800.00%
Q1 2020223661.11%
Q4 2019-6-

2 total buy trades, and 6 total sell trades (buy/sell ratio of 0.33%) were made by Webster Financial's insiders, as of Q3 2024.

Open Market Insider Trades Trend

DateBuySellBuy/Sell Ratio
Q3 2024-4-
Q2 2024-3-
Q1 2024-16-
Q4 2023-1-
Q3 2023---
Q2 2023-1-
Q1 2023---
Q4 2022---
Q3 2022-2-
Q2 20221333.33%
Q1 20221333.33%
Q4 2021---
Q3 2021---
Q2 2021---
Q1 2021-7-
Q4 2020---
Q3 2020---
Q2 20207--
Q1 20201250.00%
Q4 2019-4-

As of Q3 2024, Insider owners conducted 0 open market buy trades and 4 open market sell trades of Webster Financial's stocks.

Webster Financial Peer Ownership


TickerCompany
FNBF.N.B. Corporation
ABCBAmeris Bancorp
HONEHarborOne Bancorp, Inc.
FNWDFinward Bancorp
TCBITexas Capital Bancshares, Inc.
WABCWestamerica Bancorporation
LBAILakeland Bancorp, Inc.
FGBIFirst Guaranty Bancshares, Inc.
FBMSThe First Bancshares, Inc.
UMBFUMB Financial Corporation
TRMKTrustmark Corporation

WBS Ownership FAQ


Webster Financial is owned by institutional shareholders (58.48%), insiders (0.92%), and public (40.60%). The largest institutional shareholder of Webster Financial is VANGUARD GROUP INC (10.63% of total shares) and the top mutual fund owner is AGF Investments Trust (1.14% of total shares).

Webster Financial's major institutional shareholders are VANGUARD GROUP INC, BLACKROCK INC., FMR LLC, STATE STREET CORP, and PRICE T ROWE ASSOCIATES INC /MD/. The top five shareholders own together 32.61% of the company's share outstanding.

As of Jun 2024, there are 325 institutional shareholders of Webster Financial.

VANGUARD GROUP INC owns 18.12M shares of Webster Financial, representing 10.63% of the company's total shares outstanding, valued at $789.64M (as of Jun 2024).

As of Jun 2024, BLACKROCK INC holds 15.45M shares of Webster Financial (WBS), compromising 9.06% of the company, valued at $673.47M.

FMR LLC is the third largest holder of Webster Financial. The company owns 8.78M of the company's shares outstanding (worth $382.59M).