Vault-13

WEBSTER FINL CORP WBS

COM · Common Stock · CUSIP 947890109 · ISIN US9478901096

515 institutional holders +16 vs Q2 2025
146,723,093146.7m shares reported held*
$8.7bnreported value*
64 new 175 added 175 reduced 42 sold out net sold ≈ $28.7m (-482.5k 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 ($30.4m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $59.42. Options: 9 managers hold calls ($26.4m notional), 4 hold puts ($11.4m).

Trends to Q3 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: 493Q2 25: 499Q3 25: 515515Q3 22Q2 23Q1 24Q4 24Q3 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
Q2 2025499
Q3 2025515

Buyers vs sellers

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

Bought or addedCut or sold out
4000400Q4 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 25Q2 25: 228 bought or addedQ2 25: 258 cut or sold outQ3 25: 239 bought or addedQ3 25: 217 cut or sold outQ3 25
Numbers
QuarterBought or addedCut or sold out
Q4 2023210236
Q1 2024216219
Q2 2024205247
Q3 2024190226
Q4 2024218202
Q1 2025247198
Q2 2025228258
Q3 2025239217

Calls vs puts

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

CallsPuts
$0$10m$20m$30mQ4 24 calls: $29.5mQ4 24 puts: $6.6mQ4 24P/C 0.22Q1 25 calls: $22.8mQ1 25 puts: $18.7mQ1 25P/C 0.82Q2 25 calls: $29.2mQ2 25 puts: $16.4mQ2 25P/C 0.56Q3 25 calls: $26.4mQ3 25 puts: $11.4mQ3 25P/C 0.43
Numbers
QuarterCallsPutsP/C
Q4 2024$29.5m$6.6m0.22
Q1 2025$22.8m$18.7m0.82
Q2 2025$29.2m$16.4m0.56
Q3 2025$26.4m$11.4m0.43

Biggest buyers

Alyeska Investment Group, L.P. Added +2,005,985+2.0m
140 Summer Partners LP New +1,269,592+1.3m
BANK OF MONTREAL /CAN/ Added +817,218+817.2k
Holocene Advisors, LP New +744,510+744.5k
Balyasny Asset Management L.P. Added +709,228+709.2k
JPMORGAN CHASE & CO Added +599,303+599.3k
Point72 Asset Management, L.P. Added +493,543+493.5k
Bridgewater Associates, LP Added +336,219+336.2k
Assenagon Asset Management S.A. Added +324,471+324.5k
DIMENSIONAL FUND ADVISORS LP Added +189,399+189.4k

Biggest sellers

FMR LLC Reduced -2,224,097-2.2m
CITADEL ADVISORS LLC Reduced -1,454,161-1.5m
T. Rowe Price Investment Management, Inc. Reduced -892,660-892.7k
AMERICAN CENTURY COMPANIES INC Reduced -859,713-859.7k
GOLDMAN SACHS GROUP INC Reduced -525,946-525.9k
Azora Capital LP Reduced -470,924-470.9k
AQR CAPITAL MANAGEMENT LLC Reduced -394,868-394.9k
WELLINGTON MANAGEMENT GROUP LLP Reduced -391,425-391.4k
STATE STREET CORP Reduced -389,242-389.2k
VANGUARD GROUP INC Reduced -348,966-349.0k

Biggest calls

SUSQUEHANNA INTERNATIONAL GROUP, LLP Reduced $6.6m111.7k shares
CITADEL ADVISORS LLC Added $5.9m98.7k shares
JANE STREET GROUP, LLC Added $2.8m46.9k shares
SIMPLEX TRADING, LLC Reduced $2.8m46.3k shares
WOLVERINE TRADING, LLC Reduced $2.5m41.2k shares
GROUP ONE TRADING LLC Reduced $2.4m40.1k shares
Caption Management, LLC Unchanged $2.0m33.8k shares
Walleye Trading LLC Added $808.4k13.6k shares
Jefferies Financial Group Inc. Reduced $653.8k11.0k shares

Biggest puts

Twin Tree Management, LP New $6.9m115.8k shares
Caption Management, LLC Unchanged $4.0m67.5k shares
CITADEL ADVISORS LLC Reduced $445.8k7.5k shares
GROUP ONE TRADING LLC Reduced $59.4k1.0k 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, Q3 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 VANGUARD GROUP INC 0.02% of their portfolio Valley Forge, PA 17,146,49817.1m $1.0bn $1.0bn 0.02% Reduced -349.0k -348,966
2 BlackRock, Inc. 0.02% of their portfolio New York, NY 15,360,88015.4m $913.1m $913.1m 0.02% Reduced -84.6k -84,619
3 FMR LLC 0.03% of their portfolio BOSTON, MA 8,735,5468.7m $519.2m $519.2m 0.03% Reduced -2.2m -2,224,097
4 DIMENSIONAL FUND ADVISORS LP 0.10% of their portfolio AUSTIN, TX 7,812,9657.8m $464.4m $464.4m 0.10% Added +189.4k +189,399
5 STATE STREET CORP 0.01% of their portfolio BOSTON, MA 6,613,9396.6m $393.1m $393.1m 0.01% Reduced -389.2k -389,242
6 Invesco Ltd. 0.05% of their portfolio ATLANTA, GA 5,359,4745.4m $318.6m $318.6m 0.05% Added +63.4k +63,403
7 PRICE T ROWE ASSOCIATES INC /MD/ 0.03% of their portfolio BALTIMORE, MD 4,533,0704.5m $269.4m $269.4m 0.03% Added +93.4k +93,356
8 Capital International Investors 0.04% of their portfolio Los Angeles, CA 4,160,6054.2m $247.3m $247.3m 0.04% Added +89.7k +89,723
9 EARNEST PARTNERS LLC 0.82% of their portfolio ATLANTA, GA 3,163,1243.2m $188.0m $188.0m 0.82% Added +18.9k +18,860
10 GEODE CAPITAL MANAGEMENT, LLC 0.01% of their portfolio BOSTON, MA 3,129,6903.1m $186.1m $186.1m 0.01% Added +42.8k +42,770
11 MACQUARIE GROUP LTD 0.19% of their portfolio Sydney, NSW 2000, C3 2,699,1192.7m $160.4m $160.4m 0.19% Reduced -142.9k -142,902
12 AMERICAN CENTURY COMPANIES INC 0.08% of their portfolio KANSAS CITY, MO 2,594,0652.6m $154.2m $154.2m 0.08% Reduced -859.7k -859,713
13 BANK OF AMERICA CORP /DE/ 0.01% of their portfolio CHARLOTTE, NC 2,443,4632.4m $145.2m $145.2m 0.01% Reduced -54.3k -54,291
14 CITADEL ADVISORS LLC 0.10% of their portfolio MIAMI, FL 2,171,3482.2m $129.1m $129.1m 0.10% Reduced -1.5m -1,454,161
15 BANK OF MONTREAL /CAN/ 0.05% of their portfolio TORONTO, A6 2,070,0132.1m $123.0m $123.0m 0.05% Added +817.2k +817,218
16 Alyeska Investment Group, L.P. 0.37% of their portfolio CHICAGO, IL 2,032,9372.0m $120.8m $120.8m 0.37% Added +2.0m +2,005,985
17 Davis Asset Management, L.P. 4.23% of their portfolio SAUSALITO, CA 2,000,0002.0m $118.9m $118.9m 4.23% Unchanged
18 SEI INVESTMENTS CO 0.11% of their portfolio OAKS, PA 1,727,7771.7m $102.7m $102.7m 0.11% Reduced -14.5k -14,472
19 PZENA INVESTMENT MANAGEMENT LLC 0.32% of their portfolio NEW YORK, NY 1,652,6361.7m $98.2m $98.2m 0.32% Added +39.9k +39,878
20 MORGAN STANLEY 0.01% of their portfolio NEW YORK, NY 1,652,0181.7m $98.2m $98.2m 0.01% Added +158.7k +158,671
21 ALLIANCEBERNSTEIN L.P. 0.03% of their portfolio NASHVILLE, TN 1,591,6701.6m $94.6m $94.6m 0.03% Added +105.0k +104,962
22 Bank of New York Mellon Corp 0.02% of their portfolio NEW YORK, NY 1,474,9411.5m $87.7m $87.7m 0.02% Reduced -34.5k -34,529
23 NORTHERN TRUST CORP 0.01% of their portfolio CHICAGO, IL 1,461,0031.5m $86.8m $86.8m 0.01% Reduced -30.8k -30,816
24 Azora Capital LP 3.90% of their portfolio MIAMI, FL 1,415,4611.4m $84.1m $84.1m 3.90% Reduced -470.9k -470,924
25 MILLENNIUM MANAGEMENT LLC 0.06% of their portfolio NEW YORK, NY 1,385,1991.4m $82.3m $82.3m 0.06% Reduced -134.7k -134,707
26 140 Summer Partners LP 6.69% of their portfolio New York, NY 1,269,5921.3m $75.5m $75.5m 6.69% New
27 BASSWOOD CAPITAL MANAGEMENT, L.L.C. 3.40% of their portfolio NEW YORK, NY 1,233,2671.2m $73.3m $73.3m 3.40% Added +21.8k +21,837
28 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.01% of their portfolio SAN FRANCISCO, CA 1,195,4701.2m $71.1m $71.1m 0.01% Reduced -119.5k -119,521
29 AQR CAPITAL MANAGEMENT LLC 0.04% of their portfolio Greenwich, CT 1,170,7551.2m $69.6m $69.6m 0.04% Reduced -394.9k -394,868
30 Allspring Global Investments Holdings, LLC 0.10% of their portfolio CHARLOTTE, NC 1,094,6331.1m $64.6m $64.6m 0.10% Reduced -223.9k -223,869
31 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 1,038,5301.0m $61.7m $61.7m 0.00% Added +599.3k +599,303
32 SYSTEMATIC FINANCIAL MANAGEMENT LP 1.47% of their portfolio TEANECK, NJ 1,015,1451.0m $60.3m $60.3m 1.47% Added +1.2k +1,212
33 Verition Fund Management LLC 0.34% of their portfolio GREENWICH, CT 1,001,5481.0m $59.5m $59.5m 0.34% Reduced -26.5k -26,479
34 Point72 Asset Management, L.P. 0.11% of their portfolio STAMFORD, CT 815,468815.5k $48.5m $48.5m 0.11% Added +493.5k +493,543
35 PRINCIPAL FINANCIAL GROUP INC 0.02% of their portfolio DES MOINES, IA 815,225815.2k $48.5m $48.5m 0.02% Reduced -72.3k -72,294
36 FRONTIER CAPITAL MANAGEMENT CO LLC 0.43% of their portfolio Boston, MA 807,529807.5k $48.0m $48.0m 0.43% Added +31.5k +31,466
37 Boston Partners 0.05% of their portfolio BOSTON, MA 761,572761.6k $45.3m $45.3m 0.05% Added +115.1k +115,112
38 PAR CAPITAL MANAGEMENT INC 1.32% of their portfolio BOSTON, MA 750,000750.0k $44.6m $44.6m 1.32% Unchanged
39 Holocene Advisors, LP 0.10% of their portfolio New York, NY 744,510744.5k $44.3m $44.3m 0.10% New
40 Fisher Asset Management, LLC 0.02% of their portfolio PLANO, TX 741,584741.6k $44.1m $44.1m 0.02% Reduced -53.7k -53,729
41 UBS Group AG 0.01% of their portfolio ZURICH, V8 735,472735.5k $43.7m $43.7m 0.01% Added +80.0k +79,961
42 Balyasny Asset Management L.P. 0.09% of their portfolio Chicago, IL 735,151735.2k $43.7m $43.7m 0.09% Added +709.2k +709,228
43 Diamond Hill Capital Management, LLC (Investment Advisor) 0.19% of their portfolio COLUMBUS, OH 687,832687.8k $40.9m $40.9m 0.19% Reduced -167.5k -167,540
44 FJ Capital Management LLC 3.96% of their portfolio MCLEAN, VA 624,464624.5k $37.1m $37.1m 3.96% Reduced -55.5k -55,450
45 Qube Research & Technologies Ltd 0.05% of their portfolio LONDON, X0 622,784622.8k $37.0m $37.0m 0.05% Added +65.6k +65,611
46 SAMLYN CAPITAL, LLC 0.52% of their portfolio New York, NY 611,231611.2k $36.3m $36.3m 0.52% Reduced -63.4k -63,380
47 Polaris Capital Management, LLC 2.37% of their portfolio BOSTON, MA 607,101607.1k $36.1m $36.1m 2.37% Reduced -16.6k -16,600
48 Stieven Capital Advisors, L.P. 6.62% of their portfolio ST. LOUIS, MO 590,488590.5k $35.1m $35.1m 6.62% Added +900 +900
49 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 536,046536.0k $31.9m $31.9m 0.00% Reduced -525.9k -525,946
50 Bridgewater Associates, LP 0.12% of their portfolio Westport, CT 535,348535.3k $31.8m $31.8m 0.12% Added +336.2k +336,219
51 ALGEBRIS (UK) LTD 3.64% of their portfolio London, X0 532,639532.6k $31.6m $31.6m 3.64% Added +140.8k +140,817
52 DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC 1.50% of their portfolio BLOOMFIELD HILLS, MI 505,474505.5k $30.0m $30.0m 1.50% Reduced -5.4k -5,378
53 FIRST TRUST ADVISORS LP 0.02% of their portfolio Wheaton, IL 502,167502.2k $29.8m $29.8m 0.02% Reduced -26.4k -26,423
54 Retirement Systems of Alabama 0.10% of their portfolio MONTGOMERY, AL 498,599498.6k $29.6m $29.6m 0.10% Added +40.9k +40,917
55 RHUMBLINE ADVISERS 0.02% of their portfolio BOSTON, MA 494,015494.0k $29.4m $29.4m 0.02% Reduced -7.6k -7,590
56 NATIXIS ADVISORS, LLC 0.04% of their portfolio Boston, MA 461,419461.4k $27.4m $27.4m 0.04% Added +57.6k +57,626
57 FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 0.14% of their portfolio Cincinnati, OH 425,218425.2k $25.3m $25.3m 0.14% Added +23.7k +23,714
58 UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.01% of their portfolio NEW YORK, NY 410,113410.1k $24.4m $24.4m 0.01% Reduced -213.7k -213,744
59 AMERIPRISE FINANCIAL INC 0.01% of their portfolio MINNEAPOLIS, MN 409,275409.3k $24.3m $24.3m 0.01% Added +3.3k +3,348
60 MARSHALL WACE, LLP 0.03% of their portfolio LONDON, X0 391,212391.2k $23.3m $23.3m 0.03% Added +149.0k +148,993
61 NEW YORK STATE COMMON RETIREMENT FUND 0.03% of their portfolio ALBANY, NY 372,761372.8k $22.2m $22.2m 0.03% Reduced -1.8k -1,800
62 STATE OF WISCONSIN INVESTMENT BOARD 0.05% of their portfolio MADISON, WI 370,188370.2k $22.0m $22.0m 0.05% Reduced -3.1k -3,116
63 ALGERT GLOBAL LLC 0.36% of their portfolio SAN FRANCISCO, CA 359,540359.5k $21.4m $21.4m 0.36% Added +42.6k +42,635
64 Assenagon Asset Management S.A. 0.03% of their portfolio SENNINGERBERG, N4 358,294358.3k $21.3m $21.3m 0.03% Added +324.5k +324,471
65 WELLINGTON MANAGEMENT GROUP LLP 0.00% of their portfolio Boston, MA 332,526332.5k $19.8m $19.8m 0.00% Reduced -391.4k -391,425
66 Swiss National Bank 0.01% of their portfolio ZURICH, V8 326,100326.1k $19.4m $19.4m 0.01% Reduced -1.3k -1,300
67 California Public Employees Retirement System 0.01% of their portfolio Sacramento, CA 318,873318.9k $19.0m $19.0m 0.01% Added +26.5k +26,481
68 VOLORIDGE INVESTMENT MANAGEMENT, LLC 0.06% of their portfolio JUPITER, FL 314,126314.1k $18.7m $18.7m 0.06% Reduced -232.7k -232,673
69 Russell Investments Group, Ltd. 0.02% of their portfolio Seattle, WA 286,748286.7k $17.0m $17.0m 0.02% Added +2.2k +2,223
70 Interval Partners, LP 0.35% of their portfolio NEW YORK, NY 274,458274.5k $16.3m $16.3m 0.35% Added +56.0k +56,029
71 MALTESE CAPITAL MANAGEMENT LLC 2.42% of their portfolio New York, NY 268,800268.8k $16.0m $16.0m 2.42% Added +8.8k +8,800
72 NEW YORK STATE TEACHERS RETIREMENT SYSTEM 0.03% of their portfolio ALBANY, NY 268,660268.7k $16.0m $16.0m 0.03% Reduced -1.7k -1,676
73 RAYMOND JAMES FINANCIAL INC 0.01% of their portfolio ST. PETERSBURG, FL 268,204268.2k $15.9m $15.9m 0.01% Added +11.6k +11,604
74 Nuveen, LLC 0.00% of their portfolio CHARLOTTE, NC 263,548263.5k $15.7m $15.7m 0.00% Reduced -153.9k -153,879
75 Legal & General Group Plc 0.00% of their portfolio London, X0 261,928261.9k $15.6m $15.6m 0.00% Reduced -12.0k -11,986
76 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 253,991254.0k $15.1m $15.1m 0.00% Added +37.3k +37,294
77 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 252,901252.9k $15.0m $15.0m 0.00% Reduced -2.3k -2,294
78 JANE STREET GROUP, LLC 0.02% of their portfolio NEW YORK, NY 251,208251.2k $14.9m $14.9m 0.02% Added +69.0k +68,976
79 Nitorum Capital, L.P. 2.51% of their portfolio NEW YORK, NY 240,621240.6k $14.3m $14.3m 2.51% Reduced -100.1k -100,065
80 WHITTIER TRUST CO 0.14% of their portfolio SOUTH PASADENA, CA 208,492208.5k $12.4m $12.4m 0.14% Added +56.3k +56,341
81 First Eagle Investment Management, LLC 0.02% of their portfolio NEW YORK, NY 206,809206.8k $12.3m $12.3m 0.02% Added +14.9k +14,935
82 Leeward Investments, LLC - MA 0.63% of their portfolio BOSTON, MA 206,779206.8k $12.3m $12.3m 0.63% Reduced -7.5k -7,462
83 PRUDENTIAL FINANCIAL INC 0.01% of their portfolio NEWARK, NJ 194,013194.0k $11.5m $11.5m 0.01% Reduced -134.3k -134,310
84 MOORE CAPITAL MANAGEMENT, LP 0.21% of their portfolio NEW YORK, NY 176,800176.8k $10.5m $10.5m 0.21% Reduced -40.8k -40,800
85 Rafferty Asset Management, LLC 0.03% of their portfolio New York, NY 175,628175.6k $10.4m $10.4m 0.03% Reduced -33.0k -33,006
86 Point72 Europe (London) LLP 0.56% of their portfolio LONDON, X0 172,120172.1k $10.2m $10.2m 0.56% New
87 BARCLAYS PLC 0.00% of their portfolio LONDON, X0 165,083165.1k $9.8m $9.8m 0.00% Added +5.8k +5,760
88 CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.01% of their portfolio WEST SACRAMENTO, CA 163,065163.1k $9.7m $9.7m 0.01% Added +8 +8
89 Dana Investment Advisors, Inc. 0.28% of their portfolio BROOKFIELD, WI 160,614160.6k $9.5m $9.5m 0.28% Reduced -1.1k -1,149
90 STIFEL FINANCIAL CORP 0.01% of their portfolio ST. LOUIS, MO 156,791156.8k $9.3m $9.3m 0.01% Reduced -1.9k -1,939
91 NICHOLAS COMPANY, INC. 0.15% of their portfolio MILWAUKEE, WI 151,529151.5k $9.0m $9.0m 0.15% Reduced -60 -60
92 STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 0.02% of their portfolio TALLAHASSEE, FL 148,382148.4k $8.8m $8.8m 0.02% Reduced -1.7k -1,655
93 TRILLIUM ASSET MANAGEMENT, LLC 0.23% of their portfolio BOSTON, MA 145,654145.7k $8.7m $8.7m 0.23% Reduced -2.4k -2,386
94 Quantbot Technologies LP 0.23% of their portfolio NEW YORK, NY 143,008143.0k $8.5m $8.5m 0.23% New
95 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 142,464142.5k $8.5m $8.5m 0.00% Reduced -109.3k -109,336
96 GROUPAMA ASSET MANAGMENT 0.12% of their portfolio PARIS, I0 142,272142.3k $8.5m $8.5m 0.12% Reduced -737 -737
97 STRATEGIC VALUE BANK PARTNERS LLC 5.90% of their portfolio CLEVELAND, OH 139,577139.6k $8.3m $8.3m 5.90% Unchanged
98 CITIGROUP INC 0.01% of their portfolio NEW YORK, NY 138,179138.2k $8.2m $8.2m 0.01% Reduced -43.4k -43,376
99 Twin Tree Management, LP 0.38% of their portfolio DALLAS, TX 137,913137.9k $8.2m $8.2m 0.38% Added +47.6k +47,589
100 Trexquant Investment LP 0.08% of their portfolio STAMFORD, CT 135,892135.9k $8.1m $8.1m 0.08% Added +63.7k +63,672