Webster Financial (WBS) Institutional Ownership

$44.89
-0.14 (-0.31%)
(As of 04/29/2024 ET)

Institutional Ownership Changes (13F Filings) for Webster Financial (NYSE:WBS)

Current
Institutional Ownership
Percentage
85.58%
Number of
Institutional Buyers
(last 12 months)
240
Total
Institutional Inflows
(last 12 months)
$975.13M
Number of
Institutional Sellers
(last 12 months)
174
Total
Institutional Outflows
(last 12 months)
$559.70M
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WBS Institutional Buying and Selling by Quarter

Webster Financial Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/26/2024 Securian Asset Management Inc.14,146$718K0.0%-2.6%0.008%
4/26/2024 Yousif Capital Management LLC78,356$3.98M0.0%-2.2%0.046%
4/26/2024 YHB Investment Advisors Inc.2,803$142K0.0%N/A0.002%
4/26/2024 Deroy & Devereaux Private Investment Counsel Inc.429,020$21.78M1.3%+30.4%0.250%
4/26/2024 Verdence Capital Advisors LLC6,213$315K0.0%-7.5%0.004%
4/25/2024 New York State Teachers Retirement System263,116$13.36M0.0%+2.5%0.153%
4/25/2024 Bank of New York Mellon Corp2,467,776$125.29M0.0%-5.4%1.437%
4/24/2024 Polaris Capital Management LLC755,795$38.37M1.9%-10.5%0.440%
4/24/2024 Hartford Financial Management Inc.2,026$103K0.0%-63.5%0.001%
4/24/2024 Simplicity Wealth LLC5,960$303K0.0%N/A0.003%
4/24/2024 Essex Financial Services Inc.20,971$1.07M0.1%+6.5%0.012%
4/24/2024 Assenagon Asset Management S.A.199,527$10.13M0.0%N/A0.116%
4/23/2024 Sky Investment Group LLC5,186$263K0.1%-8.8%0.003%
4/23/2024 Global Retirement Partners LLC1,317$67K0.0%+1,119.4%0.001%
4/23/2024 Louisiana State Employees Retirement System49,500$2.51M0.0%+2.5%0.029%
4/23/2024 Amalgamated Bank117,239$5.95M0.1%+4.8%0.068%
4/23/2024 Fifth Third Bancorp43,622$2.22M0.0%+20.8%0.025%
4/23/2024 Stablepoint Partners LLC98,053$4.98M1.0%+8.1%0.057%
4/23/2024 Sutton Place Investors LLC9,887$502K0.2%+27.8%0.006%
4/22/2024 Outlook Wealth Advisors LLC13,921$707K0.2%-9.2%0.008%
4/22/2024 Raymond James & Associates294,937$14.97M0.0%-9.4%0.172%
4/19/2024 Leeward Investments LLC MA195,665$9.93M0.4%+4.0%0.114%
4/19/2024 Norden Group LLC4,914$250K0.0%N/A0.003%
4/18/2024 SeaCrest Wealth Management LLC25,815$1.31M0.2%-3.8%0.015%
4/18/2024 State of Michigan Retirement System42,244$2.15M0.0%+2.4%0.025%
4/18/2024 Penbrook Management LLC5,130$260K0.2%+9.6%0.003%
4/18/2024 Allspring Global Investments Holdings LLC1,584,179$80.43M0.1%+16.2%0.922%
4/18/2024 Oak Thistle LLC7,608$386K0.3%-36.8%0.004%
4/16/2024 Hennessy Advisors Inc.28,000$1.42M0.1%-12.5%0.016%
4/16/2024 Cardinal Capital Management45,799$2.33M0.4%+18.0%0.027%
4/15/2024 Sound Income Strategies LLC801$41K0.0%-95.1%0.000%
4/10/2024 Park Avenue Securities LLC5,196$264K0.0%+24.5%0.003%
4/10/2024 Wedmont Private Capital6,054$294K0.0%+6.5%0.004%
4/9/2024 Alaska Permanent Fund Corp55,589$2.82M0.0%-4.8%0.032%
4/9/2024 Rise Advisors LLC563$29K0.0%N/A0.000%
3/25/2024Quadrature Capital Ltd21,273$1.08M0.0%N/A0.012%
3/14/2024 Hennessy Advisors Inc.32,000$1.62M0.1%N/A0.019%
3/11/2024Vanguard Group Inc.17,871,429$907.15M0.0%-0.6%10.405%
3/8/2024ICA Group Wealth Management LLC1,649$84K0.0%N/A0.001%
3/5/2024Fisher Asset Management LLC694,451$35.25M0.0%-20.2%0.404%
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3/5/2024Wellington Management Group LLP2,907,416$147.58M0.0%-0.6%1.693%
3/1/2024Goldman Sachs Group Inc.498,938$25.33M0.0%-31.1%0.291%
2/28/2024American International Group Inc.232,371$11.80M0.0%-4.8%0.135%
2/26/2024Teachers Retirement System of The State of Kentucky79,032$4.01M0.0%-3.4%0.046%
2/20/2024Covenant Partners LLC4,146$210K0.1%N/A0.002%
2/15/2024Groupama Asset Managment403,164$20.47M0.5%N/A0.234%
2/15/2024HST Ventures LLC189,817$9.64M3.4%-16.3%0.110%
2/14/2024Power Corp of Canada124,769$6.33M0.7%N/A0.073%
2/14/2024Point72 Europe London LLP38,689$1.96M0.2%N/A0.022%
2/14/2024Lighthouse Investment Partners LLC53,977$2.74M0.1%N/A0.031%
2/14/2024Azora Capital LP1,477,198$74.98M6.4%+146.3%0.859%
2/14/2024Basswood Capital Management L.L.C.1,350,990$68.58M4.4%-6.6%0.785%
2/14/2024Sei Investments Co.1,477,642$75.01M0.1%+39.5%0.859%
2/14/2024Evercore Wealth Management LLC7,946$403K0.0%N/A0.005%
2/14/2024Quadrature Capital Ltd21,273$1.08M0.0%N/A0.012%
2/13/2024Platform Technology Partners4,532$215K0.1%N/A0.003%
2/13/2024American International Group Inc.232,371$11.80M0.1%-4.8%0.135%
2/13/2024Gabelli Funds LLC302,600$15.36M0.1%-11.8%0.176%
2/13/2024Tower Research Capital LLC TRC 31,466$1.60M0.0%+17.4%0.018%
2/13/2024Capital International Investors7,729,516$392.54M0.1%-7.4%4.493%
2/13/2024First Trust Advisors LP578,189$29.35M0.0%-16.4%0.336%
2/13/2024Rafferty Asset Management LLC281,391$14.28M0.1%+82.5%0.164%
2/13/2024KBC Group NV306,815$15.57M0.1%-39.6%0.178%
2/13/2024Campbell & CO Investment Adviser LLC31,735$1.61M0.1%N/A0.018%
2/13/2024California State Teachers Retirement System183,345$9.31M0.0%-30.3%0.107%
2/12/2024Elizabeth Park Capital Advisors Ltd.61,275$3.11M2.2%-18.6%0.036%
2/12/2024Relative Value Partners Group LLC4,579$232K0.0%N/A0.003%
2/12/2024 Oliver Luxxe Assets LLC55,553$2.82M0.7%+2.3%0.032%
2/12/2024TFO Wealth Partners LLC9,817$498K0.0%+70,021.4%0.006%
2/12/2024Treasurer of the State of North Carolina75,819$3.85M0.0%-0.6%0.044%
2/12/2024United Services Automobile Association13,037$662K0.0%+6.4%0.008%
2/12/2024Davis Asset Management L.P.2,000,000$101.52M4.1%+14.3%1.163%
2/9/2024Nomura Asset Management Co. Ltd.1,154$59K0.0%-97.3%0.001%
2/9/2024Orion Portfolio Solutions LLC19,262$990K0.0%-4.9%0.011%
2/9/2024Ontario Teachers Pension Plan Board6,557$333K0.0%N/A0.004%
2/9/2024Pzena Investment Management LLC1,998,370$101.44M0.4%-3.7%1.162%
2/9/2024King Luther Capital Management Corp85,605$4.35M0.0%N/A0.050%
2/9/2024EverSource Wealth Advisors LLC1,114$57K0.0%+29.7%0.001%
2/9/2024Franklin Resources Inc.119,730$6.08M0.0%+33.4%0.070%
2/9/2024Bard Financial Services Inc.46,325$2.35M0.3%-5.6%0.027%
2/9/2024Bayview Asset Management LLC22,750$1.16M0.4%-50.0%0.013%
2/9/2024Assetmark Inc.2,396$122K0.0%-54.8%0.001%
2/9/2024Quest Partners LLC13,985$710K0.2%N/A0.008%
2/9/2024Wells Fargo & Company MN216,758$11.00M0.0%-0.8%0.126%
2/9/2024BI Asset Management Fondsmaeglerselskab A S10,587$537K0.0%+1,391.1%0.006%
2/9/2024Norges Bank1,915,236$97.22M0.0%N/A1.113%
2/8/2024Level Four Advisory Services LLC8,174$415K0.0%N/A0.005%
2/8/2024BCGM Wealth Management LLC25,901$1.32M0.5%+5.4%0.015%
2/8/2024Great Lakes Advisors LLC5,027$255K0.0%N/A0.003%
2/8/2024Trillium Asset Management LLC150,060$7.62M0.2%+9.8%0.087%
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2/8/2024Beacon Pointe Advisors LLC10,758$546K0.0%+29.5%0.006%
2/8/2024Quadrant Capital Group LLC1,359$69K0.0%-31.7%0.001%
2/8/2024Janney Montgomery Scott LLC33,087$1.68M0.0%+3.1%0.019%
2/8/2024Vanguard Personalized Indexing Management LLC24,511$1.24M0.0%+192.2%0.014%
2/8/2024Lmcg Investments LLC29,823$1.51M0.1%+32.2%0.017%
2/8/2024Mitsubishi UFJ Asset Management Co. Ltd.9,350$466K0.0%-88.8%0.005%
2/8/2024Roubaix Capital LLC60,101$3.05M2.1%N/A0.035%
2/7/2024Boston Partners183,736$9.33M0.0%+3.8%0.107%
2/7/2024Forum Financial Management LP4,467$227K0.0%N/A0.003%
2/7/2024Principal Financial Group Inc.1,239,456$62.92M0.0%-46.6%0.720%
(Data available from 1/1/2016 forward)

WBS Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of WBS shares?

During the previous two years, 472 institutional investors and hedge funds held shares of Webster Financial. The most heavily invested institutionals were Vanguard Group Inc. ($907.15M), BlackRock Inc. ($662.02M), Capital International Investors ($392.54M), FMR LLC ($292.59M), Price T Rowe Associates Inc. MD ($260.05M), Dimensional Fund Advisors LP ($198.79M), and Macquarie Group Ltd. ($197.77M).Learn more on WBS's institutional investors.

What percentage of Webster Financial stock is owned by institutional investors?

85.58% of Webster Financial stock is owned by institutional investors. Learn more on WBS's institutional investor holdings.

Which institutional investors have been buying Webster Financial stock?

Of the 420 institutional investors that purchased Webster Financial stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: BlackRock Inc. ($9.30M), Dimensional Fund Advisors LP ($5.13M), Diamond Hill Capital Management Inc. ($3.36M), FMR LLC ($2.92M), Principal Financial Group Inc. ($2.19M), Norges Bank ($1.92M), and Allspring Global Investments Holdings LLC ($1.87M).

How much institutional buying is happening at Webster Financial?

Institutional investors have bought a total of 62,334,395 shares in the last 24 months. This purchase volume represents approximately $3.06B in transactions.

Which Webster Financial major shareholders have been selling company stock?

Of the 249 institutional investors that sold Webster Financial stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Charles Schwab Investment Management Inc. ($2.74M), Dimensional Fund Advisors LP ($1.62M), Principal Financial Group Inc. ($1.25M), Victory Capital Management Inc. ($1.09M), Polaris Capital Management LLC ($1.08M), Price T Rowe Associates Inc. MD ($990.19K), and Macquarie Group Ltd. ($826.98K).

How much institutional selling is happening at Webster Financial?

Institutional investors have sold a total of 22,260,144 shares in the last 24 months. This volume of shares sold represents approximately $983.18M in transactions.


This page (NYSE:WBS) was last updated on 4/29/2024 by MarketBeat.com Staff

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