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 |
|---|---|---|---|---|---|
|
Caitlin John, LLC
Brighton, MI |
Nov 12, 2025 Q3 2025 |
98
shares
|
$5,530
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
97
shares
|
$5,473
0.0% of portfolio
|
Q2 2025
Added 3.19%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
95
shares
|
$5,360
0.0% of portfolio
|
Q3 2022
Added 21.79%
|
|
|
Binnacle Investments Inc
Urbandale, IA |
Nov 14, 2025 Q3 2025 |
82
shares
|
$4,627
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
High Note Wealth, LLC
Deephaven, MN |
Nov 03, 2025 Q3 2025 |
80
shares
|
$4,514
0.0% of portfolio
|
Q2 2025
Reduced 5.88%
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
79
shares
|
$4,457
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
First Pacific Financial
|
Oct 21, 2025 Q3 2025 |
77
shares
|
$4,345
0.0% of portfolio
|
Q2 2025
Added 266.67%
|
|
|
Larson Financial Group LLC
|
Nov 14, 2025 Q3 2025 |
76
shares
|
$4,288
0.0% of portfolio
|
Q3 2025
Added 1420.0%
|
|
|
J.Safra Asset Management Corp
|
Oct 29, 2025 Q3 2025 |
72
shares
|
$4,062
0.0% of portfolio
|
Q2 2025
Reduced 25.69%
|
|
|
Avion Wealth
The Woodlands, TX |
Oct 24, 2025 Q3 2025 |
71
shares
|
$4,006
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 14, 2025 Q3 2025 |
68
shares
|
$3,837
0.0% of portfolio
|
Q1 2019
New holding
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Oct 17, 2025 Q3 2025 |
65
shares
|
$3,667
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
American National Bank
|
Oct 21, 2025 Q3 2025 |
65
shares
|
$3,667
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Halbert Hargrove Global Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
64
shares
|
$3,611
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
South State Corp
|
Nov 05, 2025 Q3 2025 |
63
shares
|
$3,555
0.0% of portfolio
|
Q3 2025
Reduced 7.35%
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Oct 14, 2025 Q3 2025 |
59
shares
|
$3,329
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
Oct 30, 2025 Q3 2025 |
53
shares
|
$2,990
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
53
shares
|
$2,990
0.0% of portfolio
|
Q2 2022
Reduced 85.28%
|
|
|
Gw&K Investment Management, LLC
Boston, MA |
Nov 12, 2025 Q3 2025 |
44
shares
|
$2,482
0.0% of portfolio
|
Q4 2022
Reduced 38.89%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Nov 12, 2025 Q3 2025 |
43
shares
|
$2,426
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Oct 14, 2025 Q3 2025 |
35
shares
|
$1,975
0.0% of portfolio
|
Q1 2025
Added 6.06%
|
|
|
Hager Investment Management Services, LLC
New London, NH |
Nov 10, 2025 Q3 2025 |
29
shares
|
$1,636
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
Nov 14, 2025 Q3 2025 |
29
shares
|
$1,636
0.0% of portfolio
|
Q3 2025
Reduced 9.38%
|
|
|
Cromwell Holdings LLC
Jackson, WY |
Oct 23, 2025 Q3 2025 |
28
shares
|
$1,580
0.0% of portfolio
|
Q2 2025
Added 133.33%
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Nov 07, 2025 Q3 2025 |
27
shares
|
$1,523
0.0% of portfolio
|
Q3 2025
Added 28.57%
|
|