Webster Financial Corporation (WBS) Ownership

59.55 ↓0.41 (-0.68%)

As of December 31, 1969, 7:00pm EST.

Institutions
Mutual Funds

Institutional Ownership

Vanguard Group Inc is the biggest individual institutional holder of Webster Financial Corporation (WBS), owning a total of 18.1 million shares. Combined, the top 33 institutional holders of WBS own 78.72% of the company with a total of 135.1 million shares.

In the latest ownership report on June 30th 2024, the top 33 institutional holders decreased their combined ownership of WBS by 1.3 million shares. 13 institutions bought 3,503,763 total additional shares and increased their ownership by an average of 10.20%. However 8 institutions sold 4,845,543 total shares and decreased their ownership by an average of 9.84%.

Overall this is a negative sign as the number of shares owned by the top 20 institutional holders of Webster Financial Corporation decreased by a net total of -1,341,780 in the latest quarter.

Institution Ownership Chart

Latest Institutional Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Group Inc	10.567%	1.054%	18,115,120	188,850	2024-06-30
BlackRock Inc	9.013%	-0.512%	15,450,119	-79,538	2024-06-30
FMR Inc	5.120%	-3.432%	8,777,103	-311,900	2024-06-30
State Street Corp	4.076%	-1.830%	6,987,324	-130,269	2024-06-30
T. Rowe Price Associates, Inc.	3.645%	0.175%	6,248,376	10,894	2024-06-30
Amvescap Plc.	3.491%	-1.398%	5,985,027	-84,832	2024-06-30
Dimensional Fund Advisors, Inc.	3.221%	27.959%	5,522,044	1,206,575	2024-06-30
Morgan Stanley - Brokerage Accounts	2.405%	18.763%	4,122,212	651,244	2024-06-30
Capital Research & Mgmt Co - Division 3	2.314%	-48.621%	3,967,199	-3,754,291	2024-06-30
Macquarie Group Ltd	1.822%	0.265%	3,122,890	8,245	2024-06-30
Earnest Partners LLC	1.800%	0.439%	3,086,111	13,487	2024-06-30
Geode Capital Management, LLC	1.701%	2.605%	2,915,315	74,007	2024-06-30
American Century Companies Inc	1.540%	12.912%	2,640,425	301,935	2024-06-30
Bank of America Corp	1.501%	0.153%	2,573,107	3,937	2024-06-30
Bank of New York Mellon Corp	1.383%	-3.925%	2,370,914	-96,862	2024-06-30
Azora Capital LP	1.265%	50.463%	2,167,971	727,108	2024-06-30
Davis Asset Management, L.P.	1.167%	0.000%	2,000,000	0	2024-06-30
AllianceBernstein L.P.	1.156%	7.679%	1,980,970	141,263	2024-06-30
NORGES BANK	1.140%	2.035%	1,954,212	38,976	2024-06-30
Diamond Hill Capital Management Inc	1.079%	-12.905%	1,850,162	-274,144	2024-06-30
SEI Investments Co	1.070%	8.090%	1,833,761	137,242	2024-06-30
Pzena Investment Management, LLC	1.017%	-6.124%	1,743,173	-113,707	2024-06-30

Top Institutions

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Group Inc	10.567%	1.054%	18,115,120	188,850	2024-06-30
BlackRock Inc	9.013%	-0.512%	15,450,119	-79,538	2024-06-30
FMR Inc	5.120%	-3.432%	8,777,103	-311,900	2024-06-30
State Street Corporation	4.153%	-5.672%	7,117,593	-427,966	2024-03-31
State Street Corp	4.076%	-1.830%	6,987,324	-130,269	2024-06-30
T. Rowe Price Associates, Inc.	3.645%	0.175%	6,248,376	10,894	2024-06-30
Amvescap Plc.	3.491%	-1.398%	5,985,027	-84,832	2024-06-30
Dimensional Fund Advisors, Inc.	3.221%	27.959%	5,522,044	1,206,575	2024-06-30
Morgan Stanley - Brokerage Accounts	2.405%	18.763%	4,122,212	651,244	2024-06-30
Charles Schwab Investment Management Inc	2.280%	8.185%	3,984,585	301,473	2022-12-31
Capital Research & Mgmt Co - Division 3	2.314%	-48.621%	3,967,199	-3,754,291	2024-06-30
Macquarie Group Ltd	1.822%	0.265%	3,122,890	8,245	2024-06-30
Earnest Partners LLC	1.800%	0.439%	3,086,111	13,487	2024-06-30
Citadel Advisors Llc	1.697%	-20.724%	2,918,900	-763,039	2023-06-30
Geode Capital Management, LLC	1.701%	2.605%	2,915,315	74,007	2024-06-30
Wellington Management Company LLP	1.666%	-1.763%	2,856,154	-51,262	2024-03-31
American Century Companies Inc	1.540%	12.912%	2,640,425	301,935	2024-06-30
Bank of America Corp	1.501%	0.153%	2,573,107	3,937	2024-06-30
Bank of New York Mellon Corp	1.383%	-3.925%	2,370,914	-96,862	2024-06-30
Principal Financial Group Inc	1.349%	-1.392%	2,320,036	-32,750	2023-09-30
Azora Capital LP	1.265%	50.463%	2,167,971	727,108	2024-06-30
Millennium Management LLC	1.176%	2,868.720%	2,027,634	1,959,334	2023-12-31
Davis Asset Management, L.P.	1.167%	0.000%	2,000,000	0	2024-06-30
AllianceBernstein L.P.	1.156%	7.679%	1,980,970	141,263	2024-06-30
NORGES BANK	1.140%	2.035%	1,954,212	38,976	2024-06-30
Wasatch Advisors Inc.	1.109%	-4.381%	1,908,276	-87,424	2023-06-30
Point72 Asset Management, L.P.	1.098%	2,063.690%	1,888,900	1,801,600	2023-06-30
Diamond Hill Capital Management Inc	1.079%	-12.905%	1,850,162	-274,144	2024-06-30
SEI Investments Co	1.070%	8.090%	1,833,761	137,242	2024-06-30
Pzena Investment Management, LLC	1.017%	-6.124%	1,743,173	-113,707	2024-06-30
T. Rowe Price Investment Management,Inc.	0.936%	0.067%	1,610,423	1,072	2023-09-30
Basswood Capital Management LLC	0.886%	20.322%	1,540,896	260,255	2022-06-30
Northern Trust Corp	0.881%	-4.197%	1,532,505	-67,139	2022-06-30

Mutual Fund Ownership

Vanguard Total Stock Mkt Idx Inv is the biggest individual fund holder of Webster Financial Corporation (WBS), owning a total of 5.5 million shares. Combined, the top 36 mutual fund holders of WBS own 46.10% of the company with a total of 79.3 million shares.

In the latest ownership report on October 31st 2024, the top 36 fund holders increased their combined ownership of WBS by 4 thousand shares. 1 funds bought 2,928 total additional shares and increased their ownership by an average of 0.05%. However 2 funds sold 6,555 total shares and decreased their ownership by an average of 0.26%.

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 -3,627 in the latest report.

Mutual Funds Chart

Latest Mutual Fund Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
iShares Core S&P Mid-Cap ETF	3.149%	0.054%	5,397,407	2,928	2024-10-31
SPDR® S&P Regional Banking ETF	0.946%	0.000%	1,621,856	-6	2024-10-31
EARNEST Partners Smid Cap Core Founders	0.743%	-0.511%	1,274,473	-6,549	2024-10-31

Top Mutual Funds

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Total Stock Mkt Idx Inv	3.180%	0.063%	5,452,084	3,405	2024-09-30
iShares Core S&P Mid-Cap ETF	3.149%	0.054%	5,397,407	2,928	2024-10-31
Vanguard Instl Ttl Stck Mkt Idx Tr	3.125%	1.595%	5,376,795	84,424	2023-03-31
Vanguard Small Cap Index	2.504%	-1.045%	4,291,746	-45,330	2024-09-30
Delaware Sm-Cap Val Eq	1.872%	0.000%	3,257,660	-1	2022-03-31
Schwab US Dividend Equity ETF™	1.682%	0.056%	2,926,250	1,631	2023-02-28
Vanguard Small Cap Value Index Inv	1.695%	-0.164%	2,905,666	-4,770	2024-09-30
Vanguard Institutional Extnd Mkt Idx Tr	1.490%	-2.331%	2,554,668	-60,978	2024-09-30
American Funds Capital Income Bldr A	1.470%	0.000%	2,520,603	0	2024-09-30
Vanguard Extended Market Index Investor	1.401%	0.467%	2,427,305	11,276	2023-08-31
American Century Small Cap Value Inv	1.385%	17.284%	2,375,000	350,000	2024-09-30
American Century U.S. Small Cap Value	1.385%	17.284%	2,375,000	350,000	2024-09-30
Vanguard Explorer Inv	1.345%	0.000%	2,305,848	0	2024-03-31
Invesco Small Cap Value A	1.334%	0.000%	2,286,400	0	2024-09-30
T. Rowe Price Mid-Cap Value	1.297%	-10.458%	2,223,904	-259,743	2024-09-30
T. Rowe Price US Mid-Cap Value Equity	1.297%	-29.820%	2,223,904	-944,962	2024-09-30
Delaware US Small Cap Value Eq SMA	1.205%	-23.716%	2,088,310	-649,250	2023-06-30
Fidelity Low-Priced Stock	1.000%	25.109%	1,713,817	343,960	2024-08-31
Capital Group Core Equity Composite	0.989%	0.000%	1,701,139	0	2023-09-30
American Funds IS® Growth-Income 1	0.989%	0.000%	1,701,139	0	2023-09-30
T. Rowe Price Small-Cap Value	0.971%	26.729%	1,664,660	351,100	2024-09-30
Delaware Small Cap Value A	0.966%	0.000%	1,655,110	0	2024-09-30
SPDR® S&P Regional Banking ETF	0.946%	0.000%	1,621,856	-6	2024-10-31
DFA US Small Cap Value I	0.865%	20.790%	1,482,271	255,128	2024-09-30
Fidelity® Low-Priced Stock	0.815%	13.255%	1,402,603	164,161	2023-10-31
SPDR® S&P MIDCAP 400 ETF Trust	0.798%	-0.003%	1,368,174	-47	2024-09-30
EARNEST Partners Smid Cap Core Founders	0.743%	-0.511%	1,274,473	-6,549	2024-10-31
iShares S&P Mid-Cap 400 Value ETF	0.711%	0.000%	1,241,499	0	2023-03-31
American Funds SMALLCAP World A	0.722%	0.000%	1,237,479	0	2024-03-31
Invesco Value Opportunities A	0.716%	0.000%	1,226,832	0	2024-09-30
Diamond Hill Small-Mid Cap Equity	0.696%	0.000%	1,192,190	0	2024-08-31
Diamond Hill Small-Mid Cap I	0.687%	0.000%	1,182,211	0	2023-10-31
T. Rowe Price U.S. Mid-Cap Val Eq Tr-Z	0.685%	-28.858%	1,174,030	-476,239	2024-09-30
Fidelity® Small Cap Value	0.682%	0.000%	1,173,829	0	2023-09-30
Fidelity Small Cap Value Fund	0.680%	0.112%	1,165,129	1,300	2024-06-30
Wasatch Core Growth	0.624%	-4.334%	1,085,514	-49,181	2022-12-31