Webster Financial Corporation (WBS) Ownership

46.80 ↑1.95 (4.35%)

As of December 1, 2023, 3:59pm EST.

Institutions
Mutual Funds

Institutional Ownership

Vanguard Group Inc is the biggest individual institutional holder of Webster Financial Corporation (WBS), owning a total of 18.1 million shares. Combined, the top 26 institutional holders of WBS own 66.55% of the company with a total of 114.6 million shares.

In the latest ownership report on September 30th 2023, the top 26 institutional holders increased their combined ownership of WBS by 62 thousand shares. 2 institutions bought 138,501 total additional shares and increased their ownership by an average of 2.23%. However 2 institutions sold 76,531 total shares and decreased their ownership by an average of 1.45%.

Overall this is a positive sign as the number of shares owned by the top 20 institutional holders of Webster Financial Corporation increased by a net total of 61,970 in the latest quarter.

Institution Ownership Chart

Latest Institutional Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Dimensional Fund Advisors, Inc.	2.026%	2.652%	3,485,682	90,056	2023-09-30
Diamond Hill Capital Management Inc	1.654%	-1.516%	2,845,059	-43,781	2023-09-30
Bank of New York Mellon Corp	1.588%	1.805%	2,732,942	48,445	2023-09-30
Principal Financial Group Inc	1.348%	-1.392%	2,320,036	-32,750	2023-09-30

Top Institutions

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Group Inc	10.529%	-0.242%	18,116,180	-43,851	2023-06-30
BlackRock Inc	10.193%	0.219%	17,537,049	38,326	2023-06-30
Capital Research & Mgmt Co - Division 3	4.842%	18.673%	8,331,069	1,310,889	2023-06-30
State Street Corporation	4.601%	0.146%	7,915,804	11,521	2023-06-30
T. Rowe Price Associates, Inc.	3.867%	5.988%	6,653,579	375,885	2023-06-30
FMR Inc	3.440%	-41.732%	5,918,549	-4,238,935	2023-06-30
Amvescap Plc.	2.710%	-5.133%	4,663,035	-252,321	2023-06-30
Charles Schwab Investment Management Inc	2.280%	8.185%	3,984,585	301,473	2022-12-31
Dimensional Fund Advisors, Inc.	2.026%	2.652%	3,485,682	90,056	2023-09-30
Macquarie Group Ltd	1.952%	-19.676%	3,358,134	-822,609	2023-06-30
Wellington Management Company LLP	1.723%	9.469%	2,964,984	256,471	2023-06-30
Citadel Advisors Llc	1.697%	-20.724%	2,918,900	-763,039	2023-06-30
Diamond Hill Capital Management Inc	1.654%	-1.516%	2,845,059	-43,781	2023-09-30
Bank of New York Mellon Corp	1.588%	1.805%	2,732,942	48,445	2023-09-30
Geode Capital Management, LLC	1.522%	4.247%	2,618,618	106,669	2023-06-30
Principal Financial Group Inc	1.348%	-1.392%	2,320,036	-32,750	2023-09-30
Earnest Partners LLC	1.285%	22.605%	2,210,046	407,469	2023-06-30
Pzena Investment Management, LLC	1.208%	-1.451%	2,078,417	-30,595	2023-06-30
AllianceBernstein L.P.	1.113%	21.765%	1,914,200	342,154	2023-06-30
Wasatch Advisors Inc.	1.109%	-4.381%	1,908,276	-87,424	2023-06-30
Point72 Asset Management, L.P.	1.098%	2,063.690%	1,888,900	1,801,600	2023-06-30
NORGES BANK	1.032%	4.682%	1,787,757	79,953	2022-12-31
Bank of America Corp	1.026%	8.604%	1,777,348	140,808	2023-03-31
Millennium Management LLC	0.943%	67.288%	1,633,633	657,093	2023-03-31
Basswood Capital Management LLC	0.886%	20.322%	1,540,896	260,255	2022-06-30
Northern Trust Corp	0.881%	-4.197%	1,532,505	-67,139	2022-06-30

Mutual Fund Ownership

Vanguard Total Stock Mkt Idx Inv is the biggest individual fund holder of Webster Financial Corporation (WBS), owning a total of 5.4 million shares. Combined, the top 28 mutual fund holders of WBS own 40.68% of the company with a total of 70.1 million shares.

In the latest ownership report on October 31st 2023, the top 28 fund holders increased their combined ownership of WBS by 95 thousand shares. 5 funds bought 109,470 total additional shares and increased their ownership by an average of 1.20%. However 2 funds sold 14,565 total shares and decreased their ownership by an average of 0.27%.

Overall this is a positive sign as the number of shares owned by the top 20 mutual funds holding Webster Financial Corporation increased by a net total of 94,905 in the latest report.

Mutual Funds Chart

Latest Mutual Fund Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Total Stock Mkt Idx Inv	3.154%	0.164%	5,426,781	8,906	2023-10-31
iShares Core S&P Mid-Cap ETF	3.111%	0.036%	5,351,998	1,916	2023-10-31
Vanguard Small Cap Index	2.597%	0.217%	4,468,707	9,663	2023-10-31
Vanguard Small Cap Value Index Inv	1.808%	-0.388%	3,109,898	-12,105	2023-10-31
Vanguard Institutional Extnd Mkt Idx Tr	1.425%	1.948%	2,451,412	46,837	2023-10-31
Diamond Hill Small-Mid Cap Equity	0.975%	-0.146%	1,677,501	-2,460	2023-10-31
SPDR® S&P Regional Banking ETF	0.698%	3.639%	1,200,536	42,148	2023-10-31
Diamond Hill Small-Mid Cap I	0.687%	0.000%	1,182,211	0	2023-10-31

Top Mutual Funds

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Total Stock Mkt Idx Inv	3.154%	0.164%	5,426,781	8,906	2023-10-31
Vanguard Instl Ttl Stck Mkt Idx Tr	3.125%	1.595%	5,376,795	84,424	2023-03-31
iShares Core S&P Mid-Cap ETF	3.111%	0.036%	5,351,998	1,916	2023-10-31
American Funds Capital Income Bldr A	2.858%	0.000%	4,918,121	0	2023-09-30
Vanguard Small Cap Index	2.597%	0.217%	4,468,707	9,663	2023-10-31
Delaware Sm-Cap Val Eq	1.872%	0.000%	3,257,660	-1	2022-03-31
T. Rowe Price US Mid-Cap Value Equity	1.853%	-10.982%	3,188,032	-393,314	2023-09-30
T. Rowe Price Mid-Cap Value	1.853%	-10.982%	3,188,032	-393,314	2023-09-30
Vanguard Small Cap Value Index Inv	1.808%	-0.388%	3,109,898	-12,105	2023-10-31
Schwab US Dividend Equity ETF™	1.682%	0.056%	2,926,250	1,631	2023-02-28
Vanguard Institutional Extnd Mkt Idx Tr	1.425%	1.948%	2,451,412	46,837	2023-10-31
Vanguard Extended Market Index Investor	1.401%	0.467%	2,427,305	11,276	2023-08-31
Vanguard Explorer Inv	1.320%	0.000%	2,271,822	0	2023-09-30
Delaware US Small Cap Value Eq SMA	1.205%	-23.716%	2,088,310	-649,250	2023-06-30
Delaware Small Cap Value A	1.113%	-5.866%	1,914,610	-119,300	2023-09-30
American Funds IS® Growth-Income 1	0.989%	0.000%	1,701,139	0	2023-09-30
Capital Group Core Equity Composite	0.989%	0.000%	1,701,139	0	2023-09-30
Diamond Hill Small-Mid Cap Equity	0.975%	-0.146%	1,677,501	-2,460	2023-10-31
T. Rowe Price U.S. Mid-Cap Val Eq Tr-Z	0.900%	-10.290%	1,548,017	-177,562	2023-09-30
SPDR® S&P MIDCAP 400 ETF Trust	0.825%	-3.035%	1,419,672	-44,430	2023-09-30
Invesco Value Opportunities A	0.742%	-2.237%	1,275,932	-29,200	2023-09-30
Invesco Small Cap Value A	0.724%	-4.019%	1,253,800	-52,500	2023-05-31
iShares S&P Mid-Cap 400 Value ETF	0.711%	0.000%	1,241,499	0	2023-03-31
Fidelity® Low-Priced Stock	0.720%	1.020%	1,238,442	12,500	2023-08-31
American Funds SMALLCAP World A	0.719%	0.000%	1,237,479	0	2023-09-30
SPDR® S&P Regional Banking ETF	0.698%	3.639%	1,200,536	42,148	2023-10-31
Diamond Hill Small-Mid Cap I	0.687%	0.000%	1,182,211	0	2023-10-31
Wasatch Core Growth	0.624%	-4.334%	1,085,514	-49,181	2022-12-31