Institutional Ownership Webster Financial Corp (WBS)
This table provides information about the institutional ownership of Webster Financial Corp (WBS). We have compiled data on the 564 institutions that hold shares in the stock, with a total of 139 Million shares, which have been reported (via 13F filing form) to have a value of $7.85 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Arkadios Wealth Advisors
|
Oct 29, 2025 Q3 2025 |
12,410
shares
|
$700,296
0.02% of portfolio
|
Q3 2025
Added 2.41%
|
|
|
Toroso Investments, LLC
Massapequa, NY |
Nov 14, 2025 Q3 2025 |
12,328
shares
|
$695,669
0.0% of portfolio
|
Q3 2025
Added 0.03%
|
|
|
North Rock Partners, LLC
|
Nov 13, 2025 Q3 2025 |
12,126
shares
|
$684,270
0.01% of portfolio
|
Q2 2025
Reduced 11.12%
|
|
|
Sutton Place Investors LLC
Katonah, NY |
Oct 27, 2025 Q3 2025 |
11,995
shares
|
$676,877
0.43% of portfolio
|
Q3 2025
Reduced 1.64%
|
|
|
Point72 Asia (Singapore) Pte. Ltd.
Singapore, U0 |
Nov 14, 2025 Q3 2025 |
11,781
shares
|
$664,801
0.11% of portfolio
|
Q3 2025
Added 100.36%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
11,476
shares
|
$647,590
0.02% of portfolio
|
Q2 2025
Reduced 0.76%
|
|
|
Persistent Asset Partners LTD
Hong Kong, K3 |
Nov 10, 2025 Q3 2025 |
11,363
shares
|
$641,214
0.46% of portfolio
|
Q3 2025
New holding
|
|
|
Voleon Capital Management LP
Berkeley, CA |
Nov 14, 2025 Q3 2025 |
11,352
shares
|
$640,593
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Sapience Investments, LLC
Newport Beach, CA |
Nov 14, 2025 Q3 2025 |
11,275
shares
|
$636,248
3.0% of portfolio
|
Q3 2025
Reduced 84.46%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 14, 2025 Q3 2025 |
11,109
shares
|
$626,880
0.0% of portfolio
|
Q3 2025
Reduced 29.1%
|
|
|
Founders Capital Management, LLC
|
Oct 10, 2025 Q3 2025 |
11,079
shares
|
$625,187
0.1% of portfolio
|
Q2 2024
Reduced 3.64%
|
|
|
Cobblestone Capital Advisors LLC
Rochester, NY |
Nov 12, 2025 Q3 2025 |
10,788
shares
|
$608,766
0.03% of portfolio
|
Q3 2025
Reduced 0.75%
|
|
|
Lecap Asset Management LTD
London, X0 |
Oct 23, 2025 Q3 2025 |
10,655
shares
|
$601,261
0.22% of portfolio
|
Q3 2025
Added 3.18%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
10,359
shares
|
$584,558
0.0% of portfolio
|
Q3 2023
Reduced 16.95%
|
|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
Oct 29, 2025 Q3 2025 |
10,328
shares
|
$582,809
0.04% of portfolio
|
Q3 2025
Added 4.14%
|
|
|
Circle Wealth Management, LLC
Summit, NJ |
Nov 13, 2025 Q3 2025 |
10,270
shares
|
$579,536
0.01% of portfolio
|
Q2 2025
Added 7.18%
|
|
|
Inverness Counsel LLC
|
Oct 26, 2022 Q3 2022 |
9,937
shares
|
$560,744
0.02% of portfolio
|
Q3 2022
New holding
|
|
|
Y Intercept (Hong Kong) LTD
|
Oct 31, 2025 Q3 2025 |
9,716
shares
|
$548,273
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Nov 14, 2025 Q3 2025 |
9,588
shares
|
$541,050
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Center Book Partners LP
Greenwich, CT |
Nov 07, 2025 Q3 2025 |
9,546
shares
|
$538,680
0.03% of portfolio
|
Q3 2025
Added 32.07%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 16, 2025 Q3 2025 |
9,460
shares
|
$533,827
0.01% of portfolio
|
Q3 2025
Added 8.19%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Nov 13, 2025 Q3 2025 |
9,296
shares
|
$524,573
0.02% of portfolio
|
Q3 2025
Added 0.22%
|
|
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
Nov 13, 2025 Q3 2025 |
9,272
shares
|
$523,218
0.01% of portfolio
|
Q3 2025
Reduced 84.88%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
9,245
shares
|
$521,695
0.0% of portfolio
|
Q2 2025
Added 5.52%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 17, 2025 Q3 2025 |
9,174
shares
|
$517,688
0.01% of portfolio
|
Q3 2025
Added 110.99%
|
|