Who owns WBS (WBS)
Which tracked institutional funds hold WBS, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See WBS company fundamentals →
Ownership as of the 2026-Q1 13F filings. 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
176 tracked funds added or opened WBS while 141 trimmed or exited it between 2025-Q4 and 2026-Q1 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
WBS’s largest tracked holder by dollar value, VANGUARD GROUP INC, sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.1% of theirs — a 0.1pp gap the other way — the median holder sizes WBS more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in WBS divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2025-Q4 and 2026-Q1, across 537 tracked filers holding WBS, 299 increased or opened the position and 280 reduced or closed it; over the same quarter, open-market insider Form 4 buying and selling roughly offset.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in WBS between the 2025-Q4 and 2026-Q1 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 66
- VANGUARD PORTFOLIO MANAGEMENT LLC$527M
- VANGUARD CAPITAL MANAGEMENT LLC$504M
- WHITEBOX ADVISORS LLC$134M
- Pentwater Capital Management LP$130M
- Westchester Capital Management, LLC$127M
- AQR Arbitrage LLC$124M
Full exits 69
- VANGUARD GROUP INC$1.0B
- Davis Asset Management, L.P.$126M
- 140 Summer Partners LP$86M
- Artemis Investment Management LLP$56M
- Boston Partners$54M
- Holocene Advisors, LP$52M
Largest adds
- MILLENNIUM MANAGEMENT LLC$280M
- TUDOR INVESTMENT CORP ET AL$206M
- GOLDMAN SACHS GROUP INC$165M
- UBS Group AG$158M
- TORONTO DOMINION BANK$133M
- BALYASNY ASSET MANAGEMENT L.P.$120M
Largest trims
- FMR LLC$339M
- PRICE T ROWE ASSOCIATES INC /MD/$318M
- Capital International Investors$263M
- AMERICAN CENTURY COMPANIES INC$118M
- BANK OF MONTREAL /CAN/$112M
- NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$79M
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| BlackRock, Inc. trimmed | 13,212,580 | $917M | 8.3% | 2026-Q1 |
| VANGUARD PORTFOLIO MANAGEMENT LLC new | 7,584,345 | $527M | 4.8% | 2026-Q1 |
| VANGUARD CAPITAL MANAGEMENT LLC new | 7,262,707 | $504M | 4.6% | 2026-Q1 |
| DIMENSIONAL FUND ADVISORS LP trimmed | 6,327,138 | $439M | 4.0% | 2026-Q1 |
| STATE STREET CORP trimmed | 5,980,206 | $415M | 3.8% | 2026-Q1 |
| Invesco Ltd. trimmed | 5,042,419 | $350M | 3.2% | 2026-Q1 |
| MILLENNIUM MANAGEMENT LLC added | 4,396,548 | $305M | 2.8% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 3,727,744 | $259M | 2.4% | 2026-Q1 |
| GEODE CAPITAL MANAGEMENT, LLC added | 3,173,574 | $220M | 2.0% | 2026-Q1 |
| TUDOR INVESTMENT CORP ET AL added | 3,079,817 | $214M | 1.9% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC added | 3,033,219 | $211M | 1.9% | 2026-Q1 |
| UBS Group AG added | 2,829,670 | $196M | 1.8% | 2026-Q1 |
| MORGAN STANLEY added | 2,238,644 | $155M | 1.4% | 2026-Q1 |
| EARNEST PARTNERS LLC trimmed | 2,232,561 | $155M | 1.4% | 2026-Q1 |
| BALYASNY ASSET MANAGEMENT L.P. added | 2,169,469 | $151M | 1.4% | 2026-Q1 |
| FMR LLC trimmed | 2,126,939 | $148M | 1.3% | 2026-Q1 |
| WHITEBOX ADVISORS LLC new | 1,925,001 | $134M | 1.2% | 2026-Q1 |
| TORONTO DOMINION BANK added | 1,908,982 | $133M | 1.2% | 2026-Q1 |
| Pentwater Capital Management LP new | 1,866,090 | $130M | 1.2% | 2026-Q1 |
| Westchester Capital Management, LLC new | 1,833,149 | $127M | 1.2% | 2026-Q1 |
| AQR Arbitrage LLC added | 1,803,563 | $124M | 1.1% | 2026-Q1 |
| NORGES BANK added | 2,388,550 | $123M | 1.1% | 2026-Q1 |
| SEI INVESTMENTS CO trimmed | 1,592,919 | $111M | 1.0% | 2026-Q1 |
| Assenagon Asset Management S.A. added | 1,581,021 | $110M | 1.0% | 2026-Q1 |
| NORTHERN TRUST CORP added | 1,412,587 | $98M | 0.9% | 2026-Q1 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND added | 1,392,586 | $97M | 0.9% | 2026-Q1 |
| Bank of New York Mellon Corp trimmed | 1,370,947 | $95M | 0.9% | 2026-Q1 |
| BASSWOOD CAPITAL MANAGEMENT, L.L.C. trimmed | 1,215,997 | $84M | 0.8% | 2026-Q1 |
| Hudson Bay Capital Management LP added | 1,199,249 | $83M | 0.8% | 2026-Q1 |
| ALLIANCEBERNSTEIN L.P. trimmed | 1,292,585 | $81M | 0.7% | 2026-Q1 |
| AQR CAPITAL MANAGEMENT LLC added | 1,171,438 | $80M | 0.7% | 2026-Q1 |
| Magnetar Financial LLC added | 1,136,712 | $79M | 0.7% | 2026-Q1 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 1,129,935 | $78M | 0.7% | 2026-Q1 |
| NATIONAL BANK OF CANADA /FI/ added | 1,126,214 | $78M | 0.7% | 2026-Q1 |
| CITIGROUP INC added | 1,119,338 | $78M | 0.7% | 2026-Q1 |
| BARCLAYS PLC added | 1,095,836 | $76M | 0.7% | 2026-Q1 |
| CITADEL ADVISORS LLC trimmed | 1,064,018 | $74M | 0.7% | 2026-Q1 |
| VANGUARD FIDUCIARY TRUST CO new | 1,000,226 | $69M | 0.6% | 2026-Q1 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. trimmed | 986,582 | $68M | 0.6% | 2026-Q1 |
| NEUBERGER BERMAN GROUP LLC added | 868,864 | $60M | 0.5% | 2026-Q1 |
| Clearbridge Investments, LLC trimmed | 864,037 | $60M | 0.5% | 2026-Q1 |
| CAPSTONE INVESTMENT ADVISORS, LLC added | 849,500 | $59M | 0.5% | 2026-Q1 |
| Public Sector Pension Investment Board added | 803,712 | $56M | 0.5% | 2026-Q1 |
| SYSTEMATIC FINANCIAL MANAGEMENT LP trimmed | 726,069 | $50M | 0.5% | 2026-Q1 |
| Qube Research & Technologies Ltd added | 712,578 | $49M | 0.4% | 2026-Q1 |
| SOROS FUND MANAGEMENT LLC added | 711,790 | $49M | 0.4% | 2026-Q1 |
| Alberta Investment Management Corp added | 700,000 | $49M | 0.4% | 2026-Q1 |
| CAXTON ASSOCIATES LLP added | 680,675 | $47M | 0.4% | 2026-Q1 |
| BANK OF NOVA SCOTIA added | 670,212 | $47M | 0.4% | 2026-Q1 |
| Verition Fund Management LLC trimmed | 660,287 | $46M | 0.4% | 2026-Q1 |
| ExodusPoint Capital Management, LP added | 647,231 | $45M | 0.4% | 2026-Q1 |
| HSBC HOLDINGS PLC added | 637,642 | $44M | 0.4% | 2026-Q1 |
| TIG Advisors, LLC new | 614,990 | $43M | 0.4% | 2026-Q1 |
| CAPITOLIS LIQUID GLOBAL MARKETS LLC new | 609,283 | $42M | 0.4% | 2026-Q1 |
| NATIXIS added | 597,826 | $42M | 0.4% | 2026-Q1 |
| Sand Grove Capital Management LLP new | 565,786 | $39M | 0.4% | 2026-Q1 |
| Sagefield Capital LP new | 565,050 | $39M | 0.4% | 2026-Q1 |
| Nuveen, LLC added | 561,273 | $39M | 0.4% | 2026-Q1 |
| ADAGE CAPITAL PARTNERS GP, L.L.C. new | 561,000 | $39M | 0.4% | 2026-Q1 |
| Polar Asset Management Partners Inc. added | 535,015 | $37M | 0.3% | 2026-Q1 |
| NATIXIS ADVISORS, LLC added | 531,452 | $37M | 0.3% | 2026-Q1 |
| LMR Partners LLP added | 519,471 | $36M | 0.3% | 2026-Q1 |
| First Trust Capital Management L.P. new | 498,343 | $35M | 0.3% | 2026-Q1 |
| Polaris Capital Management, LLC trimmed | 492,201 | $34M | 0.3% | 2026-Q1 |
| Allianz Asset Management GmbH added | 479,862 | $33M | 0.3% | 2026-Q1 |
| JONES FINANCIAL COMPANIES LLLP added | 488,929 | $33M | 0.3% | 2026-Q1 |
| Grantham, Mayo, Van Otterloo & Co. LLC new | 471,632 | $33M | 0.3% | 2026-Q1 |
| RHUMBLINE ADVISERS trimmed | 469,011 | $33M | 0.3% | 2026-Q1 |
| Retirement Systems of Alabama trimmed | 463,034 | $32M | 0.3% | 2026-Q1 |
| ALPINE ASSOCIATES MANAGEMENT INC. new | 416,500 | $29M | 0.3% | 2026-Q1 |
| WATER ISLAND CAPITAL LLC new | 415,823 | $29M | 0.3% | 2026-Q1 |
| STATE OF WISCONSIN INVESTMENT BOARD added | 414,196 | $29M | 0.3% | 2026-Q1 |
| Nearwater Capital Markets, Ltd new | 412,000 | $29M | 0.3% | 2026-Q1 |
| PZENA INVESTMENT MANAGEMENT LLC trimmed | 409,207 | $28M | 0.3% | 2026-Q1 |
| Squarepoint Ops LLC added | 406,358 | $28M | 0.3% | 2026-Q1 |
| MARSHALL WACE, LLP added | 404,166 | $28M | 0.3% | 2026-Q1 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added | 396,867 | $28M | 0.3% | 2026-Q1 |
| BANK OF MONTREAL /CAN/ trimmed | 389,294 | $27M | 0.2% | 2026-Q1 |
| ALGERT GLOBAL LLC added | 380,022 | $26M | 0.2% | 2026-Q1 |
| Man Group plc added | 375,992 | $26M | 0.2% | 2026-Q1 |
| DIAMOND HILL CAPITAL MANAGEMENT INC trimmed | 373,995 | $26M | 0.2% | 2026-Q1 |
| PRINCIPAL FINANCIAL GROUP INC trimmed | 359,802 | $25M | 0.2% | 2026-Q1 |
| VANGUARD GROUP INC trimmed | 16,228,422 | $1.0B | 9.3% | 2025-Q4 stale |
| MACQUARIE GROUP LTD trimmed | 2,699,119 | $160M | 1.5% | 2025-Q3 stale |
| Davis Asset Management, L.P. | 2,000,000 | $126M | 1.1% | 2025-Q4 stale |
| 140 Summer Partners LP added | 1,360,474 | $86M | 0.8% | 2025-Q4 stale |
| Artemis Investment Management LLP added | 893,751 | $56M | 0.5% | 2025-Q4 stale |
| Boston Partners added | 852,648 | $54M | 0.5% | 2025-Q4 stale |
| Holocene Advisors, LP added | 831,498 | $52M | 0.5% | 2025-Q4 stale |
| FRONTIER CAPITAL MANAGEMENT CO LLC trimmed | 800,420 | $50M | 0.5% | 2025-Q4 stale |
| Azora Capital LP trimmed | 764,322 | $48M | 0.4% | 2025-Q4 stale |
| Bridgewater Associates, LP added | 754,071 | $47M | 0.4% | 2025-Q4 stale |
| Fisher Asset Management, LLC trimmed | 717,424 | $45M | 0.4% | 2025-Q4 stale |
| Point72 Asset Management, L.P. trimmed | 647,058 | $41M | 0.4% | 2025-Q4 stale |
| SAMLYN CAPITAL, LLC added | 626,862 | $39M | 0.4% | 2025-Q4 stale |
| ARIEL INVESTMENTS, LLC new | 578,996 | $36M | 0.3% | 2025-Q4 stale |
| Stieven Capital Advisors, L.P. trimmed | 568,988 | $36M | 0.3% | 2025-Q4 stale |
| DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC trimmed | 498,503 | $31M | 0.3% | 2025-Q4 stale |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC added | 417,384 | $26M | 0.2% | 2025-Q4 stale |
| WELLINGTON MANAGEMENT GROUP LLP added | 394,500 | $25M | 0.2% | 2025-Q4 stale |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.