Vault-13

WEBSTER FINL CORP WBS

COM · Common Stock · CUSIP 947890109 · ISIN US9478901096

493 institutional holders +22 vs Q4 2024
148,754,661148.8m shares reported held*
$7.7bnreported value*
60 new 187 added 155 reduced 43 sold out net sold ≈ $169.1m (-3.3m shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($11.6m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $51.52. Options: 12 managers hold calls ($22.8m notional), 14 hold puts ($18.7m).

Trends to Q1 2025

Institutional holders

Managers reporting a position, each quarter

0200400600Q3 22: 429Q4 22: 461Q1 23: 457Q2 23: 438Q3 23: 445Q4 23: 479Q1 24: 469Q2 24: 456Q3 24: 439Q4 24: 471Q1 25: 493493Q3 22Q1 23Q3 23Q1 24Q3 24Q1 25
Numbers
QuarterHolders
Q3 2022429
Q4 2022461
Q1 2023457
Q2 2023438
Q3 2023445
Q4 2023479
Q1 2024469
Q2 2024456
Q3 2024439
Q4 2024471
Q1 2025493

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
4000400Q2 23: 205 bought or addedQ2 23: 217 cut or sold outQ3 23: 176 bought or addedQ3 23: 221 cut or sold outQ3 23Q4 23: 210 bought or addedQ4 23: 236 cut or sold outQ1 24: 216 bought or addedQ1 24: 219 cut or sold outQ1 24Q2 24: 205 bought or addedQ2 24: 247 cut or sold outQ3 24: 190 bought or addedQ3 24: 226 cut or sold outQ3 24Q4 24: 218 bought or addedQ4 24: 202 cut or sold outQ1 25: 247 bought or addedQ1 25: 198 cut or sold outQ1 25
Numbers
QuarterBought or addedCut or sold out
Q2 2023205217
Q3 2023176221
Q4 2023210236
Q1 2024216219
Q2 2024205247
Q3 2024190226
Q4 2024218202
Q1 2025247198

Calls vs puts

Options held, notional value, last 4 quarters. P/C = puts ÷ calls

CallsPuts
$0$10m$20m$30mQ2 24 calls: $7.9mQ2 24 puts: $16.8mQ2 24P/C 2.11Q3 24 calls: $13.2mQ3 24 puts: $4.7mQ3 24P/C 0.36Q4 24 calls: $29.5mQ4 24 puts: $6.6mQ4 24P/C 0.22Q1 25 calls: $22.8mQ1 25 puts: $18.7mQ1 25P/C 0.82
Numbers
QuarterCallsPutsP/C
Q2 2024$7.9m$16.8m2.11
Q3 2024$13.2m$4.7m0.36
Q4 2024$29.5m$6.6m0.22
Q1 2025$22.8m$18.7m0.82

Biggest buyers

FMR LLC Added +1,413,549+1.4m
BANK OF MONTREAL /CAN/ Added +648,398+648.4k
DIMENSIONAL FUND ADVISORS LP Added +487,264+487.3k
Holocene Advisors, LP Added +422,531+422.5k
AQR CAPITAL MANAGEMENT LLC Added +339,950+339.9k
PRUDENTIAL FINANCIAL INC Added +237,485+237.5k
NORGES BANK Added +206,428+206.4k
ALGEBRIS (UK) LTD Added +205,501+205.5k
MOORE CAPITAL MANAGEMENT, LP Added +196,353+196.4k
Boston Partners Added +187,648+187.6k

Biggest sellers

MILLENNIUM MANAGEMENT LLC Reduced -1,638,079-1.6m
Azora Capital LP Reduced -888,078-888.1k
Balyasny Asset Management L.P. Reduced -862,399-862.4k
TimesSquare Capital Management, LLC Reduced -752,630-752.6k
Verition Fund Management LLC Reduced -649,972-650.0k
STATE STREET CORP Reduced -616,192-616.2k
SAMLYN CAPITAL, LLC Reduced -567,730-567.7k
ExodusPoint Capital Management, LP Sold out -461,131-461.1k
Point72 Asset Management, L.P. Reduced -393,894-393.9k
Assenagon Asset Management S.A. Reduced -303,319-303.3k

Biggest calls

SUSQUEHANNA INTERNATIONAL GROUP, LLP Reduced $3.6m70.6k shares
CITADEL ADVISORS LLC Reduced $2.9m56.3k shares
ExodusPoint Capital Management, LP New $2.6m50.0k shares
SIMPLEX TRADING, LLC Added $2.3m44.5k shares
Jefferies Financial Group Inc. New $2.2m41.9k shares
WOLVERINE TRADING, LLC Added $2.1m40.9k shares
Caption Management, LLC New $1.7m33.8k shares
GROUP ONE TRADING LLC Added $1.7m32.8k shares
Twin Tree Management, LP Reduced $1.5m29.9k shares
JANE STREET GROUP, LLC Added $1.4m28.1k shares

Biggest puts

Caption Management, LLC New $3.5m67.5k shares
Interval Partners, LP New $3.3m63.8k shares
SIMPLEX TRADING, LLC Added $2.9m56.1k shares
BARCLAYS PLC New $1.6m31.8k shares
CITADEL ADVISORS LLC Added $1.6m30.3k shares
BAYVIEW ASSET MANAGEMENT, LLC Reduced $1.5m30.0k shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP Reduced $1.2m23.8k shares
CITIGROUP INC New $1.2m23.0k shares
Jefferies Financial Group Inc. New $675.3k13.1k shares
JANE STREET GROUP, LLC New $417.6k8.1k shares

Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.

Major shareholders (over 5%)

Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.

HolderStakeChangeShares Last filed
VANGUARD CAPITAL MANAGEMENT LLC 13G · institution new · filed 2026-04-30 5.3% new 8.5m≈ $649.6m 2026-04-30

Fell to 5% or below in the last year: FMR LLC (1.3%, 2026-05-06), VANGUARD GROUP INC (0.0%, 2026-03-27; now reported by VANGUARD CAPITAL MANAGEMENT LLC)

Holders, Q1 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 VANGUARD GROUP INC 0.02% of their portfolio Valley Forge, PA 17,885,22917.9m $922.0m $922.0m 0.02% Reduced -130.1k -130,081
2 BlackRock, Inc. 0.02% of their portfolio New York, NY 15,903,93615.9m $819.8m $819.8m 0.02% Reduced -129.6k -129,576
3 FMR LLC 0.03% of their portfolio BOSTON, MA 9,906,9759.9m $510.7m $510.7m 0.03% Added +1.4m +1,413,549
4 DIMENSIONAL FUND ADVISORS LP 0.09% of their portfolio AUSTIN, TX 7,108,0827.1m $366.4m $366.4m 0.09% Added +487.3k +487,264
5 STATE STREET CORP 0.01% of their portfolio BOSTON, MA 7,048,8527.0m $363.4m $363.4m 0.01% Reduced -616.2k -616,192
6 Invesco Ltd. 0.05% of their portfolio ATLANTA, GA 5,049,2975.0m $260.3m $260.3m 0.05% Added +153.2k +153,236
7 PRICE T ROWE ASSOCIATES INC /MD/ 0.03% of their portfolio BALTIMORE, MD 4,597,9434.6m $237.0m $237.0m 0.03% Added +42.4k +42,406
8 Capital International Investors 0.04% of their portfolio Los Angeles, CA 4,158,8234.2m $214.3m $214.3m 0.04% Added +28.4k +28,444
9 EARNEST PARTNERS LLC 0.78% of their portfolio ATLANTA, GA 3,144,6373.1m $162.1m $162.1m 0.78% Reduced -9.5k -9,523
10 GEODE CAPITAL MANAGEMENT, LLC 0.01% of their portfolio BOSTON, MA 3,143,9373.1m $162.1m $162.1m 0.01% Added +170.1k +170,108
11 AMERICAN CENTURY COMPANIES INC 0.10% of their portfolio KANSAS CITY, MO 3,015,6473.0m $155.5m $155.5m 0.10% Added +48.9k +48,942
12 MACQUARIE GROUP LTD 0.19% of their portfolio Sydney, NSW 2000, C3 2,918,4012.9m $150.4m $150.4m 0.19% Reduced -179.3k -179,265
13 T. Rowe Price Investment Management, Inc. 0.09% of their portfolio BALTIMORE, MD 2,695,7332.7m $139.0m $139.0m 0.09% Reduced -253.0k -252,968
14 BANK OF AMERICA CORP /DE/ 0.01% of their portfolio CHARLOTTE, NC 2,557,8492.6m $131.9m $131.9m 0.01% Reduced -83.9k -83,917
15 NORGES BANK 0.02% of their portfolio OSLO, Q8 2,388,5502.4m $123.1m $123.1m 0.02% Added +206.4k +206,428
16 SEI INVESTMENTS CO 0.14% of their portfolio OAKS, PA 2,037,3572.0m $105.0m $105.0m 0.14% Added +61.4k +61,365
17 Davis Asset Management, L.P. 4.29% of their portfolio SAUSALITO, CA 2,000,0002.0m $103.1m $103.1m 4.29% Unchanged
18 MORGAN STANLEY 0.01% of their portfolio NEW YORK, NY 1,964,6982.0m $101.3m $101.3m 0.01% Added +69.8k +69,755
19 ALLIANCEBERNSTEIN L.P. 0.04% of their portfolio NASHVILLE, TN 1,890,8301.9m $97.5m $97.5m 0.04% Reduced -40.1k -40,082
20 Allspring Global Investments Holdings, LLC 0.16% of their portfolio CHARLOTTE, NC 1,778,2561.8m $90.2m $90.2m 0.16% Reduced -16.1k -16,075
21 Bank of New York Mellon Corp 0.02% of their portfolio NEW YORK, NY 1,652,0791.7m $85.2m $85.2m 0.02% Reduced -240.7k -240,658
22 PZENA INVESTMENT MANAGEMENT LLC 0.29% of their portfolio NEW YORK, NY 1,589,1531.6m $81.9m $81.9m 0.29% Reduced -11.8k -11,775
23 NORTHERN TRUST CORP 0.01% of their portfolio CHICAGO, IL 1,488,0501.5m $76.7m $76.7m 0.01% Reduced -40.4k -40,409
24 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.01% of their portfolio SAN FRANCISCO, CA 1,447,2911.4m $74.6m $74.6m 0.01% Reduced -60.4k -60,364
25 Azora Capital LP 5.06% of their portfolio MIAMI, FL 1,446,0381.4m $74.5m $74.5m 5.06% Reduced -888.1k -888,078
26 BASSWOOD CAPITAL MANAGEMENT, L.L.C. 3.66% of their portfolio NEW YORK, NY 1,264,5271.3m $65.2m $65.2m 3.66% Added +157.4k +157,387
27 BANK OF MONTREAL /CAN/ 0.03% of their portfolio TORONTO, A6 1,213,8621.2m $62.6m $62.6m 0.03% Added +648.4k +648,398
28 CITADEL ADVISORS LLC 0.06% of their portfolio MIAMI, FL 1,129,2001.1m $58.2m $58.2m 0.06% Added +87.4k +87,418
29 Verition Fund Management LLC 0.33% of their portfolio GREENWICH, CT 1,119,5911.1m $57.7m $57.7m 0.33% Reduced -650.0k -649,972
30 SYSTEMATIC FINANCIAL MANAGEMENT LP 1.48% of their portfolio TEANECK, NJ 1,005,4411.0m $51.8m $51.8m 1.48% Added +9.6k +9,626
31 Diamond Hill Capital Management, LLC (Investment Advisor) 0.23% of their portfolio COLUMBUS, OH 985,218985.2k $50.8m $50.8m 0.23% Reduced -190.0k -190,005
32 PRINCIPAL FINANCIAL GROUP INC 0.03% of their portfolio DES MOINES, IA 945,954946.0k $48.8m $48.8m 0.03% Reduced -30.5k -30,461
33 SAMLYN CAPITAL, LLC 0.79% of their portfolio New York, NY 925,176925.2k $47.7m $47.7m 0.79% Reduced -567.7k -567,730
34 MILLENNIUM MANAGEMENT LLC 0.05% of their portfolio NEW YORK, NY 909,146909.1k $46.9m $46.9m 0.05% Reduced -1.6m -1,638,079
35 Point72 Asset Management, L.P. 0.12% of their portfolio STAMFORD, CT 828,864828.9k $42.7m $42.7m 0.12% Reduced -393.9k -393,894
36 Fisher Asset Management, LLC 0.02% of their portfolio PLANO, TX 785,583785.6k $40.5m $40.5m 0.02% Reduced -30.6k -30,596
37 FRONTIER CAPITAL MANAGEMENT CO LLC 0.43% of their portfolio Boston, MA 755,220755.2k $38.9m $38.9m 0.43% Reduced -6.4k -6,410
38 Holocene Advisors, LP 0.11% of their portfolio New York, NY 744,816744.8k $38.4m $38.4m 0.11% Added +422.5k +422,531
39 PAR CAPITAL MANAGEMENT INC 1.21% of their portfolio BOSTON, MA 700,000700.0k $36.1m $36.1m 1.21% Unchanged
40 Boston Partners 0.04% of their portfolio BOSTON, MA 673,424673.4k $34.7m $34.7m 0.04% Added +187.6k +187,648
41 Polaris Capital Management, LLC 1.94% of their portfolio BOSTON, MA 659,401659.4k $34.0m $34.0m 1.94% Reduced -66.3k -66,294
42 GOLDMAN SACHS GROUP INC 0.01% of their portfolio NEW YORK, NY 652,921652.9k $33.7m $33.7m 0.01% Added +176.3k +176,258
43 FJ Capital Management LLC 3.44% of their portfolio MCLEAN, VA 643,988644.0k $33.2m $33.2m 3.44% Added +115.6k +115,603
44 Stieven Capital Advisors, L.P. 5.88% of their portfolio ST. LOUIS, MO 588,988589.0k $30.4m $30.4m 5.88% Added +1.3k +1,300
45 VOLORIDGE INVESTMENT MANAGEMENT, LLC 0.11% of their portfolio JUPITER, FL 553,687553.7k $28.5m $28.5m 0.11% Reduced -211.2k -211,194
46 FIRST TRUST ADVISORS LP 0.02% of their portfolio Wheaton, IL 528,628528.6k $27.3m $27.3m 0.02% Reduced -145.4k -145,440
47 DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC 1.54% of their portfolio BLOOMFIELD HILLS, MI 515,105515.1k $26.6m $26.6m 1.54% Reduced -681 -681
48 MOORE CAPITAL MANAGEMENT, LP 0.88% of their portfolio NEW YORK, NY 511,031511.0k $26.3m $26.3m 0.88% Added +196.4k +196,353
49 RHUMBLINE ADVISERS 0.02% of their portfolio BOSTON, MA 507,549507.5k $26.2m $26.2m 0.02% Added +10.2k +10,236
50 AQR CAPITAL MANAGEMENT LLC 0.03% of their portfolio Greenwich, CT 487,804487.8k $24.7m $24.7m 0.03% Added +339.9k +339,950
51 UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.01% of their portfolio NEW YORK, NY 476,095476.1k $24.5m $24.5m 0.01% Added +20.1k +20,090
52 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 471,236471.2k $24.3m $24.3m 0.00% Reduced -42.6k -42,600
53 Retirement Systems of Alabama 0.09% of their portfolio MONTGOMERY, AL 460,671460.7k $23.7m $23.7m 0.09% Added +182 +182
54 Nuveen, LLC 0.01% of their portfolio CHARLOTTE, NC 457,865457.9k $23.6m $23.6m 0.01% First filing
55 WELLINGTON MANAGEMENT GROUP LLP 0.00% of their portfolio Boston, MA 457,406457.4k $23.6m $23.6m 0.00% Reduced -9.8k -9,838
56 AMERIPRISE FINANCIAL INC 0.01% of their portfolio MINNEAPOLIS, MN 419,755419.8k $21.6m $21.6m 0.01% Reduced -36.5k -36,529
57 FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 0.12% of their portfolio Cincinnati, OH 386,084386.1k $19.9m $19.9m 0.12% Added +25.5k +25,470
58 STATE OF WISCONSIN INVESTMENT BOARD 0.05% of their portfolio MADISON, WI 380,501380.5k $19.6m $19.6m 0.05% Added +4.7k +4,676
59 PRUDENTIAL FINANCIAL INC 0.03% of their portfolio NEWARK, NJ 379,723379.7k $19.6m $19.6m 0.03% Added +237.5k +237,485
60 NEW YORK STATE COMMON RETIREMENT FUND 0.03% of their portfolio ALBANY, NY 375,747375.7k $19.4m $19.4m 0.03% Reduced -10.5k -10,491
61 ALGEBRIS (UK) LTD 3.23% of their portfolio London, X0 372,647372.6k $17.8m $17.8m 3.23% Added +205.5k +205,501
62 Qube Research & Technologies Ltd 0.03% of their portfolio LONDON, X0 368,024368.0k $19.0m $19.0m 0.03% Added +40.5k +40,540
63 Nitorum Capital, L.P. 2.56% of their portfolio NEW YORK, NY 353,942353.9k $18.2m $18.2m 2.56% Reduced -60.7k -60,673
64 Swiss National Bank 0.01% of their portfolio ZURICH, V8 332,100332.1k $17.1m $17.1m 0.01% Reduced -5.0k -5,000
65 UBS Group AG 0.00% of their portfolio ZURICH, V8 321,326321.3k $16.6m $16.6m 0.00% Added +130.2k +130,200
66 Russell Investments Group, Ltd. 0.02% of their portfolio Seattle, WA 320,483320.5k $16.5m $16.5m 0.02% Reduced -62.0k -61,990
67 ALGERT GLOBAL LLC 0.39% of their portfolio SAN FRANCISCO, CA 303,082303.1k $15.6m $15.6m 0.39% Added +2.6k +2,630
68 NATIXIS ADVISORS, LLC 0.03% of their portfolio Boston, MA 296,796296.8k $15.3m $15.3m 0.03% Added +23.5k +23,529
69 California Public Employees Retirement System 0.01% of their portfolio Sacramento, CA 293,306293.3k $15.1m $15.1m 0.01% Reduced -13.2k -13,184
70 Legal & General Group Plc 0.00% of their portfolio London, X0 269,097269.1k $13.9m $13.9m 0.00% Added +6.0k +6,009
71 NEW YORK STATE TEACHERS RETIREMENT SYSTEM 0.03% of their portfolio ALBANY, NY 268,580268.6k $13.8m $13.8m 0.03% Added +14.0k +13,951
72 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 267,787267.8k $13.8m $13.8m 0.00% Added +4.7k +4,684
73 RAYMOND JAMES FINANCIAL INC 0.01% of their portfolio ST. PETERSBURG, FL 261,252261.3k $13.5m $13.5m 0.01% Reduced -5.6k -5,596
74 Balyasny Asset Management L.P. 0.03% of their portfolio Chicago, IL 258,515258.5k $13.3m $13.3m 0.03% Reduced -862.4k -862,399
75 MALTESE CAPITAL MANAGEMENT LLC 2.05% of their portfolio New York, NY 245,000245.0k $12.6m $12.6m 2.05% Reduced -20.0k -20,000
76 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 228,594228.6k $11.8m $11.8m 0.00% Added +26.1k +26,121
77 Interval Partners, LP 0.36% of their portfolio NEW YORK, NY 197,484197.5k $10.2m $10.2m 0.36% Reduced -199.0k -198,952
78 Assenagon Asset Management S.A. 0.02% of their portfolio SENNINGERBERG, N4 195,146195.1k $10.1m $10.1m 0.02% Reduced -303.3k -303,319
79 Corebridge Financial, Inc. 0.06% of their portfolio HOUSTON, TX 189,304189.3k $9.8m $9.8m 0.06% Reduced -4.6k -4,646
80 M&G PLC 0.05% of their portfolio London, X0 184,129184.1k $9.6m $9.6m 0.05% Added +11.1k +11,118
81 D. E. Shaw & Co., Inc. 0.01% of their portfolio New York, NY 184,034184.0k $9.5m $9.5m 0.01% Added +111.7k +111,687
82 CAMBIAR INVESTORS LLC 0.38% of their portfolio Denver, CO 172,932172.9k $8.9m $8.9m 0.38% New
83 CITIGROUP INC 0.01% of their portfolio NEW YORK, NY 169,183169.2k $8.7m $8.7m 0.01% Added +9.8k +9,754
84 Dana Investment Advisors, Inc. 0.30% of their portfolio BROOKFIELD, WI 164,378164.4k $8.5m $8.5m 0.30% Reduced -4.2k -4,228
85 CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.01% of their portfolio WEST SACRAMENTO, CA 163,286163.3k $8.4m $8.4m 0.01% Added +2.9k +2,927
86 TRILLIUM ASSET MANAGEMENT, LLC 0.23% of their portfolio BOSTON, MA 155,202155.2k $8.0m $8.0m 0.23% Reduced -2.4k -2,408
87 STIFEL FINANCIAL CORP 0.01% of their portfolio ST. LOUIS, MO 154,374154.4k $8.0m $8.0m 0.01% Reduced -7.1k -7,071
88 Rafferty Asset Management, LLC 0.03% of their portfolio New York, NY 152,981153.0k $7.9m $7.9m 0.03% Reduced -68.0k -67,964
89 GROUPAMA ASSET MANAGMENT 0.16% of their portfolio PARIS, I0 152,815152.8k $7.8m $7.8m 0.16% Added +36.5k +36,481
90 NICHOLAS COMPANY, INC. 0.13% of their portfolio MILWAUKEE, WI 151,159151.2k $7.8m $7.8m 0.13% Unchanged
91 Capitolis Liquid Global Markets LLC 0.07% of their portfolio NEW YORK, NY 151,000151.0k $7.8m $7.8m 0.07% New
92 WHITTIER TRUST CO 0.11% of their portfolio SOUTH PASADENA, CA 149,144149.1k $7.7m $7.7m 0.11% Added +3.8k +3,750
93 STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 0.02% of their portfolio TALLAHASSEE, FL 148,917148.9k $7.7m $7.7m 0.02% Unchanged
94 FRANKLIN RESOURCES INC 0.00% of their portfolio San Mateo, CA 147,565147.6k $7.6m $7.6m 0.00% Added +13.0k +12,978
95 MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.01% of their portfolio Toronto, A6 139,946139.9k $7.2m $7.2m 0.01% Reduced -855 -855
96 Leeward Investments, LLC - MA 0.38% of their portfolio BOSTON, MA 138,885138.9k $7.2m $7.2m 0.38% Reduced -4.9k -4,857
97 Amundi 0.00% of their portfolio Paris, I0 137,740137.7k $6.1m $6.1m 0.00% Added +120.5k +120,516
98 BARCLAYS PLC 0.00% of their portfolio LONDON, X0 132,765132.8k $6.8m $6.8m 0.00% Reduced -246.9k -246,901
99 Trexquant Investment LP 0.08% of their portfolio STAMFORD, CT 128,139128.1k $6.6m $6.6m 0.08% Added +74.1k +74,112
100 GREAT LAKES ADVISORS, LLC 0.06% of their portfolio CHICAGO, IL 126,012126.0k $6.5m $6.5m 0.06% Added +122.0k +122,032