Webster Financial Corporation (WBS) Ownership

44.92 ↑0.12 (0.27%)

As of May 3, 2024, 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 17.9 million shares. Combined, the top 29 institutional holders of WBS own 71.10% of the company with a total of 122.1 million shares.

In the latest ownership report on December 31st 2023, the top 29 institutional holders increased their combined ownership of WBS by 4.5 million shares. 13 institutions bought 7,945,387 total additional shares and increased their ownership by an average of 241.08%. However 7 institutions sold 3,447,556 total shares and decreased their ownership by an average of 6.61%.

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 4,497,831 in the latest quarter.

Institution Ownership Chart

Latest Institutional Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Group Inc	10.417%	-0.604%	17,871,429	-108,623	2023-12-31
BlackRock Inc	8.970%	-11.458%	15,387,792	-1,991,261	2023-12-31
FMR Inc	4.654%	9.996%	7,983,978	725,567	2023-12-31
Capital Research & Mgmt Co - Division 3	4.506%	-7.423%	7,729,516	-619,795	2023-12-31
State Street Corporation	4.398%	1.161%	7,545,559	86,562	2023-12-31
T. Rowe Price Associates, Inc.	3.580%	0.774%	6,141,702	47,181	2023-12-31
Amvescap Plc.	3.209%	18.152%	5,505,050	845,739	2023-12-31
Davis Asset Management, L.P.	2.332%	128.571%	4,000,000	2,250,000	2023-12-31
Dimensional Fund Advisors, Inc.	2.283%	12.346%	3,916,013	430,331	2023-12-31
Macquarie Group Ltd	1.870%	5.817%	3,208,438	176,361	2023-12-31
Wellington Management Company LLP	1.695%	-0.587%	2,907,416	-17,158	2023-12-31
Earnest Partners LLC	1.611%	15.417%	2,764,169	369,218	2023-12-31
Geode Capital Management, LLC	1.572%	0.747%	2,696,026	19,982	2023-12-31
Bank of New York Mellon Corp	1.521%	-4.527%	2,609,222	-123,720	2023-12-31
Diamond Hill Capital Management Inc	1.361%	-17.913%	2,335,411	-509,648	2023-12-31
American Century Companies Inc	1.220%	58.076%	2,093,644	769,187	2023-12-31
Bank of America Corp	1.219%	7.088%	2,091,788	138,446	2023-12-31
Millennium Management LLC	1.182%	2,868.720%	2,027,634	1,959,334	2023-12-31
Pzena Investment Management, LLC	1.165%	-3.727%	1,998,370	-77,351	2023-12-31
NORGES BANK	1.116%	7.131%	1,915,236	127,479	2023-12-31

Top Institutions

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Group Inc	10.417%	-0.604%	17,871,429	-108,623	2023-12-31
BlackRock Inc	8.970%	-11.458%	15,387,792	-1,991,261	2023-12-31
FMR Inc	4.654%	9.996%	7,983,978	725,567	2023-12-31
Capital Research & Mgmt Co - Division 3	4.506%	-7.423%	7,729,516	-619,795	2023-12-31
State Street Corporation	4.398%	1.161%	7,545,559	86,562	2023-12-31
T. Rowe Price Associates, Inc.	3.580%	0.774%	6,141,702	47,181	2023-12-31
Amvescap Plc.	3.209%	18.152%	5,505,050	845,739	2023-12-31
Davis Asset Management, L.P.	2.332%	128.571%	4,000,000	2,250,000	2023-12-31
Charles Schwab Investment Management Inc	2.280%	8.185%	3,984,585	301,473	2022-12-31
Dimensional Fund Advisors, Inc.	2.283%	12.346%	3,916,013	430,331	2023-12-31
Macquarie Group Ltd	1.870%	5.817%	3,208,438	176,361	2023-12-31
Citadel Advisors Llc	1.697%	-20.724%	2,918,900	-763,039	2023-06-30
Wellington Management Company LLP	1.695%	-0.587%	2,907,416	-17,158	2023-12-31
Earnest Partners LLC	1.611%	15.417%	2,764,169	369,218	2023-12-31
Geode Capital Management, LLC	1.572%	0.747%	2,696,026	19,982	2023-12-31
Bank of New York Mellon Corp	1.521%	-4.527%	2,609,222	-123,720	2023-12-31
Diamond Hill Capital Management Inc	1.361%	-17.913%	2,335,411	-509,648	2023-12-31
Principal Financial Group Inc	1.349%	-1.392%	2,320,036	-32,750	2023-09-30
American Century Companies Inc	1.220%	58.076%	2,093,644	769,187	2023-12-31
Bank of America Corp	1.219%	7.088%	2,091,788	138,446	2023-12-31
Millennium Management LLC	1.182%	2,868.720%	2,027,634	1,959,334	2023-12-31
Pzena Investment Management, LLC	1.165%	-3.727%	1,998,370	-77,351	2023-12-31
NORGES BANK	1.116%	7.131%	1,915,236	127,479	2023-12-31
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
AllianceBernstein L.P.	0.987%	-11.298%	1,697,938	-216,262	2023-09-30
T. Rowe Price Investment Management,Inc.	0.936%	0.067%	1,610,423	1,072	2023-09-30
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 34 mutual fund holders of WBS own 46.06% of the company with a total of 79.2 million shares.

In the latest ownership report on March 31st 2024, the top 34 fund holders increased their combined ownership of WBS by 368 thousand shares. 6 funds bought 517,241 total additional shares and increased their ownership by an average of 5.48%. However 5 funds sold 149,276 total shares and decreased their ownership by an average of 1.08%.

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 367,965 in the latest report.

Mutual Funds Chart

Latest Mutual Fund Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
American Funds Capital Income Bldr A	2.952%	0.000%	5,063,621	0	2024-03-31
Vanguard Small Cap Index	2.557%	-1.060%	4,387,391	-47,009	2024-03-31
T. Rowe Price Mid-Cap Value	1.852%	-0.083%	3,177,100	-2,623	2024-03-31
T. Rowe Price US Mid-Cap Value Equity	1.852%	-0.083%	3,177,100	-2,623	2024-03-31
Vanguard Small Cap Value Index Inv	1.720%	-2.486%	2,951,130	-75,225	2024-03-31
Vanguard Institutional Extnd Mkt Idx Tr	1.498%	0.967%	2,570,015	24,615	2024-03-31
American Century U.S. Small Cap Value	1.049%	10.429%	1,800,000	170,000	2024-03-31
American Century Small Cap Value Inv	1.049%	10.429%	1,800,000	170,000	2024-03-31
T. Rowe Price U.S. Mid-Cap Val Eq Tr-Z	0.987%	3.888%	1,692,416	63,339	2024-03-31
SPDR® S&P Regional Banking ETF	0.854%	0.000%	1,464,229	0	2024-03-31
SPDR® S&P MIDCAP 400 ETF Trust	0.820%	2.357%	1,406,445	32,392	2024-03-31
Diamond Hill Small-Mid Cap Equity	0.746%	-1.676%	1,278,868	-21,796	2024-03-31
EARNEST Partners Smid Cap Core Founders	0.727%	4.781%	1,246,845	56,895	2024-03-31

Top Mutual Funds

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Total Stock Mkt Idx Inv	3.159%	-0.188%	5,419,614	-10,231	2024-02-29
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	3.119%	-0.075%	5,351,505	-4,038	2024-03-28
American Funds Capital Income Bldr A	2.952%	0.000%	5,063,621	0	2024-03-31
Vanguard Small Cap Index	2.557%	-1.060%	4,387,391	-47,009	2024-03-31
Delaware Sm-Cap Val Eq	1.872%	0.000%	3,257,660	-1	2022-03-31
T. Rowe Price Mid-Cap Value	1.852%	-0.083%	3,177,100	-2,623	2024-03-31
T. Rowe Price US Mid-Cap Value Equity	1.852%	-0.083%	3,177,100	-2,623	2024-03-31
Vanguard Small Cap Value Index Inv	1.720%	-2.486%	2,951,130	-75,225	2024-03-31
Schwab US Dividend Equity ETF™	1.682%	0.056%	2,926,250	1,631	2023-02-28
Vanguard Institutional Extnd Mkt Idx Tr	1.498%	0.967%	2,570,015	24,615	2024-03-31
Vanguard Extended Market Index Investor	1.401%	0.467%	2,427,305	11,276	2023-08-31
Vanguard Explorer Inv	1.344%	1.498%	2,305,848	34,026	2023-12-31
Delaware US Small Cap Value Eq SMA	1.205%	-23.716%	2,088,310	-649,250	2023-06-30
American Century U.S. Small Cap Value	1.049%	10.429%	1,800,000	170,000	2024-03-31
American Century Small Cap Value Inv	1.049%	10.429%	1,800,000	170,000	2024-03-31
Invesco Small Cap Value A	1.026%	2.094%	1,759,900	36,100	2024-02-29
Delaware Small Cap Value A	1.014%	-1.356%	1,739,010	-23,900	2024-02-29
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
T. Rowe Price U.S. Mid-Cap Val Eq Tr-Z	0.987%	3.888%	1,692,416	63,339	2024-03-31
SPDR® S&P Regional Banking ETF	0.854%	0.000%	1,464,229	0	2024-03-31
SPDR® S&P MIDCAP 400 ETF Trust	0.820%	2.357%	1,406,445	32,392	2024-03-31
Fidelity® Low-Priced Stock	0.815%	13.255%	1,402,603	164,161	2023-10-31
Fidelity Small Cap Value Fund	0.766%	0.000%	1,313,829	0	2024-01-31
Fidelity Low-Priced Stock	0.759%	0.205%	1,301,644	2,665	2024-01-31
Diamond Hill Small-Mid Cap Equity	0.746%	-1.676%	1,278,868	-21,796	2024-03-31
EARNEST Partners Smid Cap Core Founders	0.727%	4.781%	1,246,845	56,895	2024-03-31
iShares S&P Mid-Cap 400 Value ETF	0.711%	0.000%	1,241,499	0	2023-03-31
American Funds SMALLCAP World A	0.721%	0.000%	1,237,479	0	2023-12-31
Invesco Value Opportunities A	0.710%	0.000%	1,220,732	0	2023-12-31
Diamond Hill Small-Mid Cap I	0.687%	0.000%	1,182,211	0	2023-10-31
Fidelity® Small Cap Value	0.682%	0.000%	1,173,829	0	2023-09-30
Wasatch Core Growth	0.624%	-4.334%	1,085,514	-49,181	2022-12-31