Webster Financial Ownership | Who Owns Webster Financial?
Webster Financial Ownership Summary
Webster Financial is owned by 3.01% institutional investors, 0.80% insiders, and 96.19% retail investors. Vanguard group is the largest institutional shareholder, holding 10.62% of WBS shares. iShares Core S&P Mid-Cap ETF is the top mutual fund, with 3.31% of its assets in Webster Financial shares.
WBS Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Webster Financial | 3.01% | 0.80% | 96.19% |
| Sector | Financial Services Stocks | 71.97% | 15.45% | 12.58% |
| Industry | Regional Banks Stocks | 38.06% | 12.02% | 49.92% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Vanguard group | 18.02M | 10.62% | $994.81M |
| Blackrock funding, inc. /de | 16.03M | 9.46% | $885.37M |
| Blackrock | 15.45M | 9.06% | $673.47M |
| Fmr | 8.49M | 5.01% | $469.01M |
| State street | 6.99M | 4.10% | $304.58M |
| Dimensional fund advisors lp | 6.62M | 3.90% | $365.60M |
| Invesco | 4.90M | 2.89% | $270.36M |
| Price t rowe associates inc /md/ | 4.56M | 2.69% | $251.56M |
| Capital investors | 4.13M | 2.44% | $228.00M |
| Earnest partners | 3.15M | 1.86% | $174.17M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Stieven capital advisors | 587.69K | 5.78% | $32.45M |
| Davis asset management | 2.00M | 4.51% | $110.44M |
| Azora capital lp | 2.17M | 4.35% | $94.50M |
| Basswood capital management | 1.26M | 3.66% | $65.19M |
| Petiole usa | 101.88K | 3.54% | $5.63M |
| Fj capital management | 528.38K | 3.39% | $29.18M |
| Nitorum capital | 414.62K | 2.63% | $22.90M |
| Sapience investments | 110.83K | 2.47% | $4.83M |
| Algebris (uk) | 167.15K | 2.25% | $8.91M |
| Maltese capital management | 245.00K | 2.05% | $12.63M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Norges bank | 2.18M | 0.02% | 2.18M |
| Verition fund management | 1.77M | 0.39% | 1.09M |
| Balyasny asset management | 1.12M | 0.09% | 1.04M |
| Samlyn capital | 1.49M | 1.25% | 972.55K |
| Timessquare capital management | 823.28K | 0.66% | 727.53K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Millennium management | 909.15K | 0.02% | -1.64M |
| Diamond hill capital management | 1.18M | 0.29% | -585.18K |
| Wealthfront advisers | - | - | -491.91K |
| Kodai capital management lp | - | - | -489.96K |
| Exoduspoint capital management, lp | - | - | -461.13K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Norges bank | 2.18M | 0.02% | 2.18M | $120.50M |
| Fj capital management | 528.38K | 3.39% | 528.38K | $29.18M |
| Raymond james financial | 266.85K | 0.01% | 266.85K | $14.74M |
| Trexquant investment lp | 54.03K | 0.03% | 54.03K | $2.98M |
| Intech investment management | 42.10K | 0.02% | 42.10K | $1.84M |
Sold Out
| Holder | Change |
|---|---|
| Mendota financial group | -1.00 |
| Raleigh capital management | -5.00 |
| Tfo-tdc | -6.00 |
| Gradient investments | -6.00 |
| Delos wealth advisors | -6.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Mar 31, 2025 | 20 | -95.85% | 5,094,259 | -96.66% | 3 | 0.04% | 9 | -96.19% | 7 | -95.78% |
| Dec 31, 2024 | 448 | 0.45% | 140,840,439 | -4.02% | 83 | 1.11% | 216 | 13.09% | 158 | -8.67% |
| Sep 30, 2024 | 442 | -4.12% | 146,251,194 | -0.50% | 86 | 1.16% | 190 | -8.21% | 170 | -3.41% |
| Jun 30, 2024 | 455 | -4.81% | 146,851,950 | -0.48% | 86 | 1.15% | 204 | -9.33% | 174 | 12.26% |
| Mar 31, 2024 | 478 | -0.21% | 147,565,019 | -0.69% | 86 | 1.14% | 225 | -3.43% | 155 | -9.88% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| iShares Core S&P Mid-Cap ETF | 5.57M | 3.31% | 3.64K |
| Vanguard Total Stock Mkt Idx Inv | 5.49M | 3.26% | 75.88K |
| Vanguard US Total Market Shares ETF | 5.45M | 3.18% | 3.40K |
| Vanguard Small Cap Index | 4.30M | 2.56% | 26.07K |
| Vanguard Small Cap Value Index Inv | 2.78M | 1.65% | 8.75K |
| Vanguard Institutional Extnd Mkt Idx Tr | 2.65M | 1.58% | 21.17K |
| American Funds Capital Income Bldr A | 2.52M | 1.50% | - |
| T. Rowe Price US Mid-Cap Value Equity | 2.19M | 1.30% | -2.16K |
| Invesco Small Cap Value A | 2.16M | 1.28% | -244.09K |
| American Century Small Cap Value Inv | 2.20M | 1.28% | 15.00K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Jun 06, 2025 | WILKINS CHARLES L | Head of HSA Bank | Sell | $266.25K |
| May 28, 2025 | Evans Javier L. | Chief Human Resources Officer | Sell | $410.12K |
| May 22, 2025 | States Lauren | - | Sell | $101.62K |
| May 22, 2025 | States Lauren | - | Sell | $10.14K |
| May 14, 2025 | GRIFFIN JAMES MI | Head of Consumer Banking | Sell | $79.91K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2025 Q2 | - | 10 |
| 2025 Q1 | - | 2 |
| 2024 Q4 | - | 13 |
| 2024 Q3 | - | 9 |
| 2024 Q2 | - | 3 |
WBS Ownership FAQ
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