Who owns Webster Financial (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-Q2 13F filings (latest filed 2026-09-22). 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
141 tracked funds added or opened WBS while 130 trimmed or exited it between 2026-Q1 and 2026-Q2 — 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, BlackRock, 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 2026-Q1 and 2026-Q2, across 503 tracked filers holding WBS, 230 increased or opened the position and 281 reduced or closed it; over the same quarter, open-market insider Form 4s were net sales.
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 2026-Q1 and 2026-Q2 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 23
- Blue Sparrow, LLC /DE$96M
- CIBC Bancorp USA Inc.$50M
- CANADA PENSION PLAN INVESTMENT BOARD$37M
- MUFG Securities EMEA plc$34M
- Arbejdsmarkedets Tillaegspension$29M
- MIZUHO MARKETS AMERICAS LLC$19M
Full exits 50
- BALYASNY ASSET MANAGEMENT L.P.$151M
- Pentwater Capital Management LP$130M
- Assenagon Asset Management S.A.$110M
- NATIXIS ADVISORS, LLC$37M
- DIAMOND HILL CAPITAL MANAGEMENT INC$26M
- Amundi$24M
Largest adds
- GOLDMAN SACHS GROUP INC$297M
- BARCLAYS PLC$289M
- BlackRock, Inc.$265M
- CITIGROUP INC$195M
- Qube Research & Technologies Ltd$154M
- JPMORGAN CHASE & CO$144M
Largest trims
- FMR LLC$122M
- BANK OF AMERICA CORP /DE/$103M
- AQR CAPITAL MANAGEMENT LLC$71M
- DIMENSIONAL FUND ADVISORS LP$69M
- Clearbridge Investments, LLC$60M
- CITADEL ADVISORS LLC$43M
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| BlackRock, Inc. added | 15,468,858 | $1.2B | 10.8% | 2026-Q2 |
| VANGUARD PORTFOLIO MANAGEMENT LLC added | 7,589,022 | $580M | 5.3% | 2026-Q2 |
| VANGUARD CAPITAL MANAGEMENT LLC added | 7,361,066 | $563M | 5.2% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC added | 6,640,990 | $508M | 4.7% | 2026-Q2 |
| STATE STREET CORP added | 6,181,564 | $472M | 4.3% | 2026-Q2 |
| MILLENNIUM MANAGEMENT LLC added | 4,969,162 | $380M | 3.5% | 2026-Q2 |
| DIMENSIONAL FUND ADVISORS LP trimmed | 4,839,477 | $370M | 3.4% | 2026-Q2 |
| BARCLAYS PLC added | 4,776,825 | $365M | 3.3% | 2026-Q2 |
| Invesco Ltd. trimmed | 4,134,694 | $316M | 2.9% | 2026-Q2 |
| MORGAN STANLEY added | 3,707,186 | $283M | 2.6% | 2026-Q2 |
| CITIGROUP INC added | 3,566,496 | $273M | 2.5% | 2026-Q2 |
| GEODE CAPITAL MANAGEMENT, LLC added | 3,230,470 | $247M | 2.3% | 2026-Q2 |
| Qube Research & Technologies Ltd added | 2,661,878 | $203M | 1.9% | 2026-Q2 |
| AQR Arbitrage LLC added | 2,522,937 | $192M | 1.8% | 2026-Q2 |
| CAPITOLIS LIQUID GLOBAL MARKETS LLC added | 2,420,761 | $185M | 1.7% | 2026-Q2 |
| TUDOR INVESTMENT CORP ET AL trimmed | 2,347,884 | $179M | 1.6% | 2026-Q2 |
| NORGES BANK trimmed | 2,207,713 | $169M | 1.5% | 2026-Q2 |
| EARNEST PARTNERS LLC trimmed | 2,190,607 | $167M | 1.5% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 2,156,283 | $164M | 1.5% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ trimmed | 2,042,024 | $156M | 1.4% | 2026-Q2 |
| TORONTO DOMINION BANK added | 2,033,882 | $155M | 1.4% | 2026-Q2 |
| UBS Group AG trimmed | 2,026,762 | $155M | 1.4% | 2026-Q2 |
| BANK OF NOVA SCOTIA added | 2,025,607 | $155M | 1.4% | 2026-Q2 |
| ALLIANCEBERNSTEIN L.P. added | 1,598,563 | $111M | 1.0% | 2026-Q2 |
| SEI INVESTMENTS CO trimmed | 1,560,544 | $119M | 1.1% | 2026-Q2 |
| WHITEBOX ADVISORS LLC trimmed | 1,560,001 | $119M | 1.1% | 2026-Q2 |
| NORTHERN TRUST CORP added | 1,435,841 | $110M | 1.0% | 2026-Q2 |
| Westchester Capital Management, LLC trimmed | 1,397,789 | $107M | 1.0% | 2026-Q2 |
| Bank of New York Mellon Corp trimmed | 1,322,159 | $101M | 0.9% | 2026-Q2 |
| Blue Sparrow, LLC /DE new | 1,251,800 | $96M | 0.9% | 2026-Q2 |
| BASSWOOD CAPITAL MANAGEMENT, L.L.C. | 1,215,997 | $93M | 0.9% | 2026-Q2 |
| Magnetar Financial LLC added | 1,156,698 | $88M | 0.8% | 2026-Q2 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 1,137,747 | $87M | 0.8% | 2026-Q2 |
| SOROS FUND MANAGEMENT LLC added | 1,113,487 | $85M | 0.8% | 2026-Q2 |
| D. E. Shaw & Co., Inc. added | 1,087,109 | $83M | 0.8% | 2026-Q2 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND trimmed | 1,056,700 | $81M | 0.7% | 2026-Q2 |
| VANGUARD FIDUCIARY TRUST CO added | 1,022,039 | $78M | 0.7% | 2026-Q2 |
| Blackstone Inc. trimmed | 982,246 | $75M | 0.7% | 2026-Q2 |
| CAPSTONE INVESTMENT ADVISORS, LLC added | 935,000 | $71M | 0.7% | 2026-Q2 |
| Hudson Bay Capital Management LP trimmed | 912,247 | $70M | 0.6% | 2026-Q2 |
| First Trust Capital Management L.P. added | 849,272 | $65M | 0.6% | 2026-Q2 |
| Verition Fund Management LLC added | 841,761 | $64M | 0.6% | 2026-Q2 |
| Nearwater Capital Markets, Ltd added | 778,000 | $59M | 0.5% | 2026-Q2 |
| DEUTSCHE BANK AG\ added | 759,307 | $58M | 0.5% | 2026-Q2 |
| ALPINE ASSOCIATES MANAGEMENT INC. added | 758,050 | $58M | 0.5% | 2026-Q2 |
| CAXTON ASSOCIATES LLP added | 687,006 | $53M | 0.5% | 2026-Q2 |
| CIBC Bancorp USA Inc. new | 653,550 | $50M | 0.5% | 2026-Q2 |
| Absolute Gestao de Investimentos Ltda. added | 650,619 | $50M | 0.5% | 2026-Q2 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. trimmed | 600,534 | $46M | 0.4% | 2026-Q2 |
| Grantham, Mayo, Van Otterloo & Co. LLC added | 591,218 | $45M | 0.4% | 2026-Q2 |
| SYSTEMATIC FINANCIAL MANAGEMENT LP trimmed | 576,094 | $44M | 0.4% | 2026-Q2 |
| NEUBERGER BERMAN GROUP LLC trimmed | 560,996 | $43M | 0.4% | 2026-Q2 |
| Alberta Investment Management Corp trimmed | 550,000 | $42M | 0.4% | 2026-Q2 |
| Sagefield Capital LP trimmed | 532,066 | $41M | 0.4% | 2026-Q2 |
| Man Group plc added | 504,024 | $39M | 0.4% | 2026-Q2 |
| Allianz Asset Management GmbH added | 499,654 | $37M | 0.3% | 2026-Q2 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP added | 492,504 | $38M | 0.3% | 2026-Q2 |
| TIG Advisors, LLC trimmed | 488,638 | $37M | 0.3% | 2026-Q2 |
| CANADA PENSION PLAN INVESTMENT BOARD added | 486,000 | $37M | 0.3% | 2026-Q2 |
| NATIONAL BANK OF CANADA /FI/ trimmed | 481,571 | $37M | 0.3% | 2026-Q2 |
| Nuveen, LLC trimmed | 475,539 | $36M | 0.3% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP trimmed | 475,050 | $36M | 0.3% | 2026-Q2 |
| Squarepoint Ops LLC added | 459,587 | $35M | 0.3% | 2026-Q2 |
| RHUMBLINE ADVISERS trimmed | 456,916 | $35M | 0.3% | 2026-Q2 |
| MUFG Securities EMEA plc new | 448,000 | $34M | 0.3% | 2026-Q2 |
| WATER ISLAND CAPITAL LLC added | 437,210 | $33M | 0.3% | 2026-Q2 |
| JANE STREET GROUP, LLC added | 433,721 | $33M | 0.3% | 2026-Q2 |
| Capula Management Ltd added | 418,906 | $32M | 0.3% | 2026-Q2 |
| MARSHALL WACE, LLP added | 418,000 | $32M | 0.3% | 2026-Q2 |
| PICTON MAHONEY ASSET MANAGEMENT added | 415,121 | $32M | 0.3% | 2026-Q2 |
| Sand Grove Capital Management LLP trimmed | 414,723 | $32M | 0.3% | 2026-Q2 |
| Retirement Systems of Alabama trimmed | 413,500 | $32M | 0.3% | 2026-Q2 |
| CITADEL ADVISORS LLC trimmed | 404,073 | $31M | 0.3% | 2026-Q2 |
| California Public Employees Retirement System added | 391,435 | $30M | 0.3% | 2026-Q2 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC trimmed | 385,315 | $29M | 0.3% | 2026-Q2 |
| Arbejdsmarkedets Tillaegspension new | 379,100 | $29M | 0.3% | 2026-Q2 |
| ALGERT GLOBAL LLC trimmed | 370,232 | $28M | 0.3% | 2026-Q2 |
| PRINCIPAL FINANCIAL GROUP INC added | 367,858 | $28M | 0.3% | 2026-Q2 |
| LMR Partners LLP trimmed | 337,690 | $26M | 0.2% | 2026-Q2 |
| FMR LLC trimmed | 334,996 | $26M | 0.2% | 2026-Q2 |
| BANK OF MONTREAL /CAN/ trimmed | 333,643 | $25M | 0.2% | 2026-Q2 |
| Swiss National Bank added | 323,500 | $25M | 0.2% | 2026-Q2 |
| NATIXIS trimmed | 309,035 | $24M | 0.2% | 2026-Q2 |
| Public Sector Pension Investment Board trimmed | 281,672 | $22M | 0.2% | 2026-Q2 |
| Polaris Capital Management, LLC trimmed | 276,538 | $21M | 0.2% | 2026-Q2 |
| MIZUHO MARKETS AMERICAS LLC new | 255,000 | $19M | 0.2% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC added | 251,138 | $19M | 0.2% | 2026-Q2 |
| GABELLI FUNDS LLC added | 224,445 | $17M | 0.2% | 2026-Q2 |
| Carmignac Gestion added | 222,221 | $17M | 0.2% | 2026-Q2 |
| Legal & General Group Plc added | 218,669 | $17M | 0.2% | 2026-Q2 |
| STATE OF WISCONSIN INVESTMENT BOARD trimmed | 216,202 | $17M | 0.2% | 2026-Q2 |
| Russell Investments Group, Ltd. added | 194,973 | $15M | 0.1% | 2026-Q2 |
| Creative Planning added | 188,998 | $14M | 0.1% | 2026-Q2 |
| FIRST TRUST ADVISORS LP trimmed | 188,399 | $14M | 0.1% | 2026-Q2 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM trimmed | 187,232 | $14M | 0.1% | 2026-Q2 |
| ADAGE CAPITAL PARTNERS GP, L.L.C. trimmed | 186,000 | $14M | 0.1% | 2026-Q2 |
| GABELLI & Co INVESTMENT ADVISERS, INC. added | 181,147 | $14M | 0.1% | 2026-Q2 |
| PRICE T ROWE ASSOCIATES INC /MD/ added | 177,927 | $14M | 0.1% | 2026-Q2 |
| Slotnik Capital, LLC trimmed | 154,000 | $12M | 0.1% | 2026-Q2 |
| VANGUARD ASSET MANAGEMENT, Ltd added | 152,392 | $12M | 0.1% | 2026-Q2 |
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.