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 |
|---|---|---|---|---|---|
|
Iron Horse Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
26
shares
|
$1,467
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Oct 07, 2025 Q3 2025 |
25
shares
|
$1,410
0.0% of portfolio
|
Q2 2025
Reduced 93.02%
|
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
May 07, 2025 Q1 2025 |
25
shares
|
$1,410
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Cloud Capital Management, LLC
Seattle, WA |
Nov 03, 2025 Q3 2025 |
22
shares
|
$1,241
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
20
shares
|
$1,128
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Td Private Client Wealth LLC
New York, NY |
Oct 27, 2025 Q3 2025 |
20
shares
|
$1,128
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Nov 13, 2025 Q3 2025 |
18
shares
|
$1,015
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Mather Group, Llc.
Chicago, IL |
Oct 20, 2025 Q3 2025 |
18
shares
|
$1,015
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Uma Financial Services, Inc.
|
Nov 04, 2025 Q3 2025 |
17
shares
|
$959
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Oct 21, 2025 Q3 2025 |
16
shares
|
$902
0.0% of portfolio
|
Q2 2025
Reduced 48.39%
|
|
|
Financial Consulate, Inc
|
Oct 20, 2025 Q3 2025 |
15
shares
|
$846
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
14
shares
|
$790
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
Nov 12, 2025 Q3 2025 |
12
shares
|
$677
0.0% of portfolio
|
Q3 2025
Reduced 7.69%
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
Aug 13, 2025 Q2 2025 |
12
shares
|
$677
0.0% of portfolio
|
Q2 2025
Added 100.0%
|
|
|
Bay Harbor Wealth Management, LLC
|
Oct 09, 2025 Q3 2025 |
11
shares
|
$620
0.0% of portfolio
|
Q3 2025
Added 37.5%
|
|
|
Hughes Financial Services, LLC
Herndon, VA |
Nov 14, 2025 Q3 2025 |
11
shares
|
$620
0.0% of portfolio
|
Q2 2025
Reduced 63.33%
|
|
|
Capital Advisors, Ltd. LLC
|
Oct 16, 2025 Q3 2025 |
10
shares
|
$564
0.0% of portfolio
|
Q2 2025
Added 42.86%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Nov 04, 2025 Q3 2025 |
9
shares
|
$507
0.0% of portfolio
|
Q3 2025
Added 80.0%
|
|
|
Bare Financial Services, Inc
Gap, PA |
Nov 10, 2025 Q3 2025 |
8
shares
|
$451
0.0% of portfolio
|
Q2 2025
Reduced 57.89%
|
|
|
Tortoise Investment Management, LLC
|
Nov 13, 2025 Q3 2025 |
7
shares
|
$395
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Creative Financial Designs Inc
|
Nov 12, 2025 Q3 2025 |
5
shares
|
$282
0.0% of portfolio
|
Q2 2025
Reduced 89.58%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Oct 22, 2025 Q3 2025 |
4
shares
|
$225
0.0% of portfolio
|
Q2 2025
Reduced 73.33%
|
|
|
First Personal Financial Services
|
Nov 01, 2024 Q3 2024 |
3
shares
|
$169
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Mv Capital Management, Inc.
|
Aug 08, 2025 Q2 2025 |
3
shares
|
$169
0.0% of portfolio
|
Q2 2025
Reduced 40.0%
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Nov 03, 2025 Q3 2025 |
3
shares
|
$169
0.0% of portfolio
|
Q3 2025
Reduced 98.05%
|
|