Webster Financial Corporation (WBS) Ownership

51.49 ↑0.76 (1.50%)
As of December 31, 1969, 7:00pm EST.

Institutional Ownership

Vanguard Group Inc is the biggest individual institutional holder of Webster Financial Corporation (WBS), owning a total of 18 million shares. Combined, the top 33 institutional holders of WBS own 78.66% of the company with a total of 134.9 million shares.

In the latest ownership report on December 31st 2024, the top 33 institutional holders increased their combined ownership of WBS by 2.1 million shares. 13 institutions bought 2,942,402 total additional shares and increased their ownership by an average of 8.32%. However 7 institutions sold 848,937 total shares and decreased their ownership by an average of 4.25%.

Overall this is a positive sign as the number of shares owned by the top 20 institutional holders of Webster Financial Corporation increased by a net total of 2,093,465 in the latest quarter.

Institution Ownership Chart

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Latest Institutional Ownership Changes

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
Vanguard Group Inc10.514%-0.343%18,015,310-61,9472024-12-31
BlackRock Inc9.357%3.289%16,033,512510,4742024-12-31
FMR Inc4.957%1.190%8,493,42699,9082024-12-31
State Street Corp4.474%4.700%7,665,044344,1142024-12-31
Dimensional Fund Advisors, Inc.3.864%0.689%6,620,81845,3102024-12-31
Amvescap Plc.2.857%-0.759%4,896,061-37,4232024-12-31
T. Rowe Price Associates, Inc.2.659%-2.076%4,555,537-96,5722024-12-31
Capital Research & Mgmt Co - Division 32.411%0.856%4,130,37935,0392024-12-31
Earnest Partners LLC1.841%3.836%3,154,160116,5082024-12-31
Macquarie Group Ltd1.808%-3.699%3,097,666-118,9912024-12-31
Geode Capital Management, LLC1.736%0.131%2,973,8293,9012024-12-31
American Century Companies Inc1.731%-5.289%2,966,705-165,6602024-12-31
T. Rowe Price Investment Management,Inc.1.721%4.035%2,948,701114,3752024-12-31
Bank of America Corp1.542%3.917%2,641,76699,5862024-12-31
Millennium Management LLC1.487%43.006%2,547,225766,0192024-12-31
Azora Capital LP1.362%23.857%2,334,116449,5832024-12-31
NORGES BANK1.274%11.663%2,182,122227,9102024-12-31
Davis Asset Management, L.P.1.167%0.000%2,000,00002024-12-31
SEI Investments Co1.153%7.023%1,975,992129,6752024-12-31
AllianceBernstein L.P.1.127%-8.770%1,930,912-185,6242024-12-31
Bank of New York Mellon Corp1.104%-8.804%1,892,737-182,7202024-12-31

Top Institutions

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
Vanguard Group Inc10.514%-0.343%18,015,310-61,9472024-12-31
BlackRock Inc9.357%3.289%16,033,512510,4742024-12-31
FMR Inc4.957%1.190%8,493,42699,9082024-12-31
State Street Corp4.474%4.700%7,665,044344,1142024-12-31
State Street Corporation4.153%-5.672%7,117,593-427,9662024-03-31
Dimensional Fund Advisors, Inc.3.864%0.689%6,620,81845,3102024-12-31
Amvescap Plc.2.857%-0.759%4,896,061-37,4232024-12-31
T. Rowe Price Associates, Inc.2.659%-2.076%4,555,537-96,5722024-12-31
Capital Research & Mgmt Co - Division 32.411%0.856%4,130,37935,0392024-12-31
Charles Schwab Investment Management Inc2.280%8.185%3,984,585301,4732022-12-31
Citadel Advisors Llc1.891%131.191%3,240,2791,838,7202024-09-30
Earnest Partners LLC1.841%3.836%3,154,160116,5082024-12-31
Macquarie Group Ltd1.808%-3.699%3,097,666-118,9912024-12-31
Geode Capital Management, LLC1.736%0.131%2,973,8293,9012024-12-31
American Century Companies Inc1.731%-5.289%2,966,705-165,6602024-12-31
T. Rowe Price Investment Management,Inc.1.721%4.035%2,948,701114,3752024-12-31
Wellington Management Company LLP1.666%-1.763%2,856,154-51,2622024-03-31
Bank of America Corp1.542%3.917%2,641,76699,5862024-12-31
Millennium Management LLC1.487%43.006%2,547,225766,0192024-12-31
Azora Capital LP1.362%23.857%2,334,116449,5832024-12-31
Principal Financial Group Inc1.349%-1.392%2,320,036-32,7502023-09-30
NORGES BANK1.274%11.663%2,182,122227,9102024-12-31
Davis Asset Management, L.P.1.167%0.000%2,000,00002024-12-31
SEI Investments Co1.153%7.023%1,975,992129,6752024-12-31
AllianceBernstein L.P.1.127%-8.770%1,930,912-185,6242024-12-31
Wasatch Advisors Inc.1.109%-4.381%1,908,276-87,4242023-06-30
Morgan Stanley - Brokerage Accounts1.110%-53.866%1,901,759-2,220,4532024-09-30
Bank of New York Mellon Corp1.104%-8.804%1,892,737-182,7202024-12-31
Point72 Asset Management, L.P.1.098%2,063.690%1,888,9001,801,6002023-06-30
Diamond Hill Capital Management Inc1.079%-12.905%1,850,162-274,1442024-06-30
Pzena Investment Management, LLC1.017%-6.124%1,743,173-113,7072024-06-30
Basswood Capital Management LLC0.886%20.322%1,540,896260,2552022-06-30
Northern Trust Corp0.881%-4.197%1,532,505-67,1392022-06-30

Mutual Fund Ownership

iShares Core S&P Mid-Cap ETF is the biggest individual fund holder of Webster Financial Corporation (WBS), owning a total of 5.6 million shares. Combined, the top 38 mutual fund holders of WBS own 47.49% of the company with a total of 81.6 million shares.

In the latest ownership report on February 28th 2025, the top 38 fund holders increased their combined ownership of WBS by 6 thousand shares. 5 funds bought 62,270 total additional shares and increased their ownership by an average of 0.42%. However 3 funds sold 67,982 total shares and decreased their ownership by an average of 1.45%.

Overall this is a negative sign as the number of shares owned by the top 20 mutual funds holding Webster Financial Corporation decreased by a net total of -5,712 in the latest report.

Mutual Funds Chart

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Latest Mutual Fund Ownership Changes

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
iShares Core S&P Mid-Cap ETF3.253%0.075%5,573,2424,1862025-02-28
Vanguard Total Stock Mkt Idx Inv3.144%0.561%5,387,55030,0272025-02-28
Vanguard Small Cap Index2.554%0.082%4,376,3393,5672025-02-28
Vanguard Small Cap Value Index Inv1.682%-0.343%2,882,503-9,9082025-02-28
Vanguard Institutional Extnd Mkt Idx Tr1.518%0.437%2,601,17411,3222025-02-28
SPDR® S&P Regional Banking ETF0.843%-2.661%1,444,443-39,4922025-02-28
SPDR® S&P MIDCAP 400 ETF Trust0.808%0.960%1,384,79113,1682025-02-28
EARNEST Partners Smid Cap Core Founders0.790%-1.354%1,354,350-18,5822025-02-28

Top Mutual Funds

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
iShares Core S&P Mid-Cap ETF3.253%0.075%5,573,2424,1862025-02-28
Vanguard Total Stock Mkt Idx Inv3.144%0.561%5,387,55030,0272025-02-28
Vanguard Instl Ttl Stck Mkt Idx Tr3.125%1.595%5,376,79584,4242023-03-31
Vanguard Small Cap Index2.554%0.082%4,376,3393,5672025-02-28
Delaware Sm-Cap Val Eq1.872%0.000%3,257,660-12022-03-31
Schwab US Dividend Equity ETF™1.682%0.056%2,926,2501,6312023-02-28
Vanguard Small Cap Value Index Inv1.682%-0.343%2,882,503-9,9082025-02-28
Vanguard Institutional Extnd Mkt Idx Tr1.518%0.437%2,601,17411,3222025-02-28
American Funds Capital Income Bldr A1.471%0.000%2,520,60302024-12-31
Vanguard Extended Market Index Investor1.401%0.467%2,427,30511,2762023-08-31
Invesco Small Cap Value A1.352%0.000%2,316,55802025-01-31
Vanguard Explorer Inv1.345%0.000%2,305,84802024-03-31
T. Rowe Price US Mid-Cap Value Equity1.278%-1.527%2,189,947-33,9572024-12-31
T. Rowe Price Mid-Cap Value1.277%-0.074%2,188,328-1,6192025-01-31
American Century Small Cap Value Inv1.275%-8.000%2,185,000-190,0002024-12-31
American Century U.S. Small Cap Value1.275%-8.000%2,185,000-190,0002024-12-31
Delaware US Small Cap Value Eq SMA1.205%-23.716%2,088,310-649,2502023-06-30
T. Rowe Price Small-Cap Value0.997%-0.073%1,708,090-1,2402025-01-31
American Funds IS® Growth-Income 10.989%0.000%1,701,13902023-09-30
Capital Group Core Equity Composite0.989%0.000%1,701,13902023-09-30
Delaware Small Cap Value A0.966%0.000%1,655,11002024-10-31
Fidelity Low-Priced Stock0.962%-0.112%1,647,539-1,8422024-12-31
DFA US Small Cap Value I0.886%0.708%1,518,11810,6682025-01-31
Macquarie Small Cap Value A0.860%-2.211%1,472,706-33,3042025-01-31
SPDR® S&P Regional Banking ETF0.843%-2.661%1,444,443-39,4922025-02-28
Fidelity® Low-Priced Stock0.815%13.255%1,402,603164,1612023-10-31
SPDR® S&P MIDCAP 400 ETF Trust0.808%0.960%1,384,79113,1682025-02-28
EARNEST Partners Smid Cap Core Founders0.790%-1.354%1,354,350-18,5822025-02-28
iShares S&P Mid-Cap 400 Value ETF0.711%0.000%1,241,49902023-03-31
American Funds SMALLCAP World A0.722%0.000%1,237,47902024-03-31
Invesco Value Opportunities A0.697%0.000%1,193,53202025-01-31
Diamond Hill Small-Mid Cap Equity0.696%0.000%1,192,19002024-08-31
Strategic Advisers Fidelity US TtlStk0.695%4.052%1,191,58146,4002025-01-31
Diamond Hill Small-Mid Cap I0.687%0.000%1,182,21102023-10-31
Fidelity® Small Cap Value0.682%0.000%1,173,82902023-09-30
T. Rowe Price U.S. Mid-Cap Val Eq Tr-Z0.681%-0.618%1,166,778-7,2522024-12-31
Fidelity Small Cap Value Fund0.680%0.112%1,165,1291,3002024-06-30
Wasatch Core Growth0.624%-4.334%1,085,514-49,1812022-12-31

Discussions

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BumOfWolfStreet4/2/25 03:52pm

$WBS Markets about as efficient as a retirement home

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jchonnee6/13/24 12:00pm

$WBS tomorrow im gunna have a fucking good day regardless if its red or green. Red is buy green is hodl.

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