Titelia

Fund shareholders of Webster Financial Corp

ISIN US9478901096 · United States · LEI KMRURHT0VWKYS6Z5KU67

Fund shareholders
372
Of which ETFs
108 264 other funds
Value held
3.6B $ 34.9M SEK
Share of capital
31.2 % of 162M shares on Jul 24, 2026
FundSharesValueWeight in fundShare of capital
iShares Core S&P Mid-Cap ETF iShares Trust 5,338,323370.6M $0.35 %3.29 %as of Mar 31, 2026 ↗
VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS 5,113,080355M $0.02 %3.16 %as of Mar 31, 2026 ↗
VANGUARD SMALL-CAP INDEX FUND VANGUARD INDEX FUNDS 3,719,015258.2M $0.16 %2.30 %as of Mar 31, 2026 ↗
Invesco Small Cap Value Fund AIM Sector Funds (Invesco Sector Funds) 2,463,735178.3M $1.66 %1.52 %as of Apr 30, 2026 ↗
VANGUARD SMALL-CAP VALUE INDEX FUND VANGUARD INDEX FUNDS 2,368,254164.4M $0.27 %1.46 %as of Mar 31, 2026 ↗
U.S. SMALL CAP VALUE PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 1,833,045132.6M $0.71 %1.13 %as of Apr 30, 2026 ↗
VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS 1,799,663124.9M $0.15 %1.11 %as of Mar 31, 2026 ↗
The Merger Fund Merger Fund 1,544,626107.2M $4.35 %0.95 %as of Mar 31, 2026 ↗
Invesco Value Opportunities Fund AIM Sector Funds (Invesco Sector Funds) 1,160,65784M $1.00 %0.72 %as of Apr 30, 2026 ↗
Nomura Small Cap Value Fund Delaware Group Equity Funds V 932,80167.3M $1.85 %0.58 %as of Feb 27, 2026 ↗
Fidelity Extended Market Index Fund Fidelity Concord Street Trust 847,40661.1M $0.15 %0.52 %as of Feb 28, 2026 ↗
iShares S&P Mid-Cap 400 Value ETF iShares Trust 820,27756.9M $0.71 %0.51 %as of Mar 31, 2026 ↗
State Street(R) SPDR(R) Portfolio S&P 400(TM) Mid Cap ETF SPDR SERIES TRUST 787,64054.7M $0.35 %0.49 %as of Mar 31, 2026 ↗
State Street(R) SPDR(R) S&P(R) Regional Banking ETF SPDR SERIES TRUST 785,15654.5M $1.47 %0.48 %as of Mar 31, 2026 ↗
Dimensional US Small Cap Value ETF Dimensional ETF Trust 698,86350.6M $0.67 %0.43 %as of Apr 30, 2026 ↗
VANGUARD HIGH DIVIDEND YIELD INDEX FUND VANGUARD WHITEHALL FUNDS 631,80045.7M $0.05 %0.39 %as of Apr 30, 2026 ↗
iShares Russell Mid-Cap ETF iShares Trust 611,40242.4M $0.09 %0.38 %as of Mar 31, 2026 ↗
Fidelity Mid Cap Index Fund Fidelity Salem Street Trust 593,65543M $0.09 %0.37 %as of Apr 30, 2026 ↗
Invesco Main Street Small Cap Fund AIM Growth Series (Invesco Growth Series) 470,79632.7M $1.48 %0.29 %as of Mar 31, 2026 ↗
Fidelity Low-Priced Stock Fund Fidelity Puritan Trust 458,34833.2M $0.14 %0.28 %as of Apr 30, 2026 ↗
Schwab U.S. Mid-Cap ETF SCHWAB STRATEGIC TRUST 435,47731.4M $0.23 %0.27 %as of Feb 28, 2026 ↗
First Trust Merger Arbitrage Fund INVESTMENT MANAGERS SERIES TRUST II 426,81429.6M $1.87 %0.26 %as of Mar 31, 2026 ↗
Strategic Advisers Fidelity U.S. Total Stock Fund Fidelity Rutland Square Trust II 410,06229.6M $0.01 %0.25 %as of Feb 28, 2026 ↗
U.S. SMALL CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 408,49329.6M $0.16 %0.25 %as of Apr 30, 2026 ↗
iShares Russell 1000 Value ETF iShares Trust 375,17626M $0.04 %0.23 %as of Mar 31, 2026 ↗
ClearBridge Value Fund Legg Mason Global Asset Management Trust 375,00027.1M $0.65 %0.23 %as of Apr 30, 2026 ↗
Dimensional U.S. Small Cap ETF Dimensional ETF Trust 366,79026.5M $0.19 %0.23 %as of Apr 30, 2026 ↗
VANGUARD SELECTED VALUE FUND VANGUARD WHITEHALL FUNDS 344,58624.9M $0.38 %0.21 %as of Apr 30, 2026 ↗
Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust 318,45723M $0.05 %0.20 %as of Apr 30, 2026 ↗
U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 303,38822M $0.06 %0.19 %as of Apr 30, 2026 ↗
Fidelity Total Market Index Fund Fidelity Concord Street Trust 303,26921.9M $0.02 %0.19 %as of Feb 28, 2026 ↗
U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 289,65421M $0.05 %0.18 %as of Apr 30, 2026 ↗
VANGUARD FINANCIALS INDEX FUND VANGUARD WORLD FUND 277,70920M $0.14 %0.17 %as of Feb 28, 2026 ↗
Invesco V.I. Main Street Small Cap Fund AIM Variable Insurance Funds (Invesco Variable Insurance Funds) 248,79917.3M $1.48 %0.15 %as of Mar 31, 2026 ↗
State Street(R) SPDR(R) S & P 400(TM) Mid Cap Value ETF SPDR SERIES TRUST 247,82317.2M $0.71 %0.15 %as of Mar 31, 2026 ↗
WisdomTree U.S. Midcap Dividend Fund WisdomTree Trust 246,40117.1M $0.46 %0.15 %as of Mar 31, 2026 ↗
VANGUARD S&P MID-CAP 400 INDEX FUND VANGUARD ADMIRAL FUNDS 245,51517.7M $0.34 %0.15 %as of Feb 28, 2026 ↗
Fidelity Series Total Market Index Fund Fidelity Concord Street Trust 237,77817.2M $0.02 %0.15 %as of Feb 28, 2026 ↗
iShares Russell Mid-Cap Value ETF iShares Trust 230,24516M $0.11 %0.14 %as of Mar 31, 2026 ↗
U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 227,82416.5M $0.10 %0.14 %as of Apr 30, 2026 ↗
GMO Alternative Allocation Fund GMO TRUST 227,62816.4M $2.02 %0.14 %as of Feb 28, 2026 ↗
iShares Core S&P Total U.S. Stock Market ETF iShares Trust 200,43413.9M $0.02 %0.12 %as of Mar 31, 2026 ↗
THE ARBITRAGE FUND ARBITRAGE FUNDS 194,71614M $1.73 %0.12 %as of Feb 28, 2026 ↗
State Street(R) SPDR(R) S&P(R) Bank ETF SPDR SERIES TRUST 185,33612.9M $1.00 %0.11 %as of Mar 31, 2026 ↗
Nomura VIP Small Cap Value Series Delaware VIP Trust 183,23312.7M $0.73 %0.11 %as of Mar 31, 2026 ↗
Dunham Monthly Distribution Fund Dunham Funds 180,87813.1M $4.63 %0.11 %as of Apr 30, 2026 ↗
iShares U.S. Regional Banks ETF iShares Trust 170,75711.9M $2.09 %0.11 %as of Mar 31, 2026 ↗
Schwab U.S. Large-Cap ETF SCHWAB STRATEGIC TRUST 169,40012.2M $0.02 %0.10 %as of Feb 28, 2026 ↗
JNL Mid Cap Index Fund JNL Series Trust 162,69211.3M $0.35 %0.10 %as of Mar 31, 2026 ↗
Nuveen Quant Small/Mid Cap Equity Fund TIAA-CREF Funds 161,13011.7M $0.45 %0.10 %as of Apr 30, 2026 ↗
Touchstone Funds Group Trust-Touchstone Mid Cap Value Fund Touchstone Funds Group Trust 150,24510.4M $1.85 %0.09 %as of Mar 31, 2026 ↗
VANGUARD TOTAL WORLD STOCK INDEX FUND VANGUARD INTERNATIONAL EQUITY INDEX FUNDS 146,29210.6M $0.01 %0.09 %as of Apr 30, 2026 ↗
Fidelity SAI U.S. Value Index Fund Fidelity Salem Street Trust 138,97310.1M $0.13 %0.09 %as of Apr 30, 2026 ↗
Nuveen Equity Index Fund TIAA-CREF Funds 138,03110M $0.02 %0.09 %as of Apr 30, 2026 ↗
First Trust Financials AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 137,74210M $0.93 %0.09 %as of Apr 30, 2026 ↗
LVIP Nomura SMID Cap Core Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 135,6119.4M $1.46 %0.08 %as of Mar 31, 2026 ↗
iShares Core S&P U.S. Value ETF iShares Trust 134,4119.3M $0.04 %0.08 %as of Mar 31, 2026 ↗
Dimensional U.S. Marketwide Value ETF Dimensional ETF Trust 134,1569.7M $0.07 %0.08 %as of Apr 30, 2026 ↗
Mid Value Fund John Hancock Funds II 133,9499.7M $0.73 %0.08 %as of Feb 28, 2026 ↗
VANGUARD S&P MID-CAP 400 VALUE INDEX FUND VANGUARD ADMIRAL FUNDS 132,8719.6M $0.70 %0.08 %as of Feb 28, 2026 ↗
DIAMOND HILL SMALL-MID CAP FUND Diamond Hill Funds 132,2499.2M $1.15 %0.08 %as of Mar 31, 2026 ↗
EQ/Mid Cap Index Portfolio EQ Advisors Trust 132,1629.2M $0.35 %0.08 %as of Mar 31, 2026 ↗
College Retirement Equities Fund - Total Global Stock Account College Retirement Equities Fund 130,6009.1M $0.01 %0.08 %as of Mar 31, 2026 ↗
John Hancock Multifactor Mid Cap ETF John Hancock Exchange-Traded Fund Trust 126,6218.8M $0.18 %0.08 %as of Mar 31, 2026 ↗
Mid Cap Index Fund VALIC Co I 123,1768.9M $0.34 %0.08 %as of Feb 28, 2026 ↗
Columbia Mid Cap Index Fund COLUMBIA FUNDS SERIES TRUST 118,9348.6M $0.33 %0.07 %as of Feb 28, 2026 ↗
iShares Russell 1000 ETF iShares Trust 117,8778.2M $0.02 %0.07 %as of Mar 31, 2026 ↗
MassMutual Small Cap Opportunities Fund MASSMUTUAL PREMIER FUNDS 107,5677.5M $1.46 %0.07 %as of Mar 31, 2026 ↗
POLARIS GLOBAL VALUE FUND FORUM FUNDS 106,7387.4M $1.44 %0.07 %as of Mar 31, 2026 ↗
Invesco S&P MidCap 400 GARP ETF Invesco Exchange-Traded Fund Trust 101,3427.3M $1.51 %0.06 %as of Apr 30, 2026 ↗
Fidelity Series Intrinsic Opportunities Fund Fidelity Puritan Trust 101,3007.3M $0.25 %0.06 %as of Apr 30, 2026 ↗
Mid Cap Index Fund Northern Funds 101,2337M $0.34 %0.06 %as of Mar 31, 2026 ↗
Large Cap Index Master Portfolio Master Investment Portfolio 100,1507M $0.02 %0.06 %as of Mar 31, 2026 ↗
Bridge Builder Small/Mid Cap Value Fund Bridge Builder Trust 99,4326.9M $0.08 %0.06 %as of Mar 31, 2026 ↗
VANGUARD RUSSELL 1000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS 95,5286.9M $0.04 %0.06 %as of Feb 28, 2026 ↗
Dimensional U.S. Targeted Value ETF Dimensional ETF Trust 94,6006.8M $0.05 %0.06 %as of Apr 30, 2026 ↗
Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST 94,5736.8M $0.02 %0.06 %as of Apr 30, 2026 ↗
Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST 93,6876.8M $0.02 %0.06 %as of Feb 28, 2026 ↗
LVIP Nomura Social Awareness Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 92,8606.4M $0.85 %0.06 %as of Mar 31, 2026 ↗
Invesco S&P MidCap Value with Momentum ETF Invesco Exchange-Traded Fund Trust 90,6166.6M $1.44 %0.06 %as of Apr 30, 2026 ↗
VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS 90,4876.3M $0.01 %0.06 %as of Mar 31, 2026 ↗
JNL Multi-Manager Alternative Fund JNL Series Trust 89,7546.2M $0.67 %0.06 %as of Mar 31, 2026 ↗
iShares U.S. Financials ETF iShares Trust 88,3066.4M $0.19 %0.05 %as of Apr 30, 2026 ↗
Virtus Westchester Event-Driven Fund Virtus Event Opportunities Trust 88,3046.1M $4.74 %0.05 %as of Mar 31, 2026 ↗
Fidelity Low-Priced Stock K6 Fund Fidelity Puritan Trust 84,6906.1M $0.14 %0.05 %as of Apr 30, 2026 ↗
Schwab U.S. Large-Cap Value ETF SCHWAB STRATEGIC TRUST 84,6366.1M $0.04 %0.05 %as of Feb 28, 2026 ↗
Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust 83,2236M $0.02 %0.05 %as of Apr 30, 2026 ↗
Schwab Fundamental U.S. Large Company ETF SCHWAB STRATEGIC TRUST 78,9995.7M $0.02 %0.05 %as of Feb 28, 2026 ↗
Invesco V.I. American Value Fund AIM Variable Insurance Funds (Invesco Variable Insurance Funds) 78,4025.4M $1.32 %0.05 %as of Mar 31, 2026 ↗
VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS 77,8795.4M $0.02 %0.05 %as of Mar 31, 2026 ↗
Fidelity Small-Mid Multifactor ETF Fidelity Covington Trust 76,9375.6M $0.24 %0.05 %as of Apr 30, 2026 ↗
iShares ESG Aware MSCI USA Small-Cap ETF iShares Trust 76,7205.5M $0.24 %0.05 %as of Feb 28, 2026 ↗
EQ/Mid Cap Value Managed Volatility Portfolio EQ Advisors Trust 76,2655.3M $0.35 %0.05 %as of Mar 31, 2026 ↗
Horizon Multi-Factor Small/Mid Cap Fund Horizon Funds 76,0745.5M $0.80 %0.05 %as of Feb 28, 2026 ↗
Index 400 Stock Portfolio NORTHWESTERN MUTUAL SERIES FUND INC 74,9915.2M $0.35 %0.05 %as of Mar 31, 2026 ↗
Empower S&P Mid Cap 400 Index Fund EMPOWER FUNDS, INC. 74,7935.2M $0.35 %0.05 %as of Mar 31, 2026 ↗
Nomura Smid Cap Core Fund IVY FUNDS 73,8315.1M $1.47 %0.05 %as of Mar 31, 2026 ↗
Fidelity Advisor Stock Selector Mid Cap Fund Fidelity Advisor Series I 71,6725.2M $0.22 %0.04 %as of Feb 28, 2026 ↗
NYLI Merger Arbitrage ETF New York Life Investments ETF Trust 69,9925.1M $2.03 %0.04 %as of Apr 30, 2026 ↗
First Trust Multi-Strategy Fund INVESTMENT MANAGERS SERIES TRUST II 68,8874.8M $0.37 %0.04 %as of Mar 31, 2026 ↗

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The funds most exposed to it

The weight is the share of a fund's net assets. The holders table ranks funds by number of shares. This one ranks them by the weight of the company in each fund.

FundWeight in fund
Virtus Westchester Event-Driven Fund Virtus Event Opportunities Trust 4.74 %as of Mar 31, 2026 ↗
JNL/Westchester Capital Event Driven Fund JNL Series Trust 4.72 %as of Mar 31, 2026 ↗
Dunham Monthly Distribution Fund Dunham Funds 4.63 %as of Apr 30, 2026 ↗
The Merger Fund VL Merger Fund VL 4.38 %as of Mar 31, 2026 ↗
The Merger Fund Merger Fund 4.35 %as of Mar 31, 2026 ↗
The Gabelli Global Financial Services Fund Gabelli Equity Series Funds Inc 2.96 %as of Mar 31, 2026 ↗
Pzena Small Cap Value Fund Advisors Series Trust 2.87 %as of Feb 28, 2026 ↗
AltShares Merger Arbitrage ETF AltShares Trust 2.77 %as of Feb 28, 2026 ↗
Amplify Small-Mid Cap Equity ETF Amplify ETF Trust 2.72 %as of Mar 31, 2026 ↗
Sterling Capital Small Cap Value Fund Sterling Capital Funds 2.64 %as of Mar 31, 2026 ↗

Quarter after quarter

Each row is one quarter of SEC filings, newest first. The change compares each quarter with the one before.

QuarterShareholdersChangeSharesChange
2026Q2370-6850,535,392-23.8 %
2026Q1438+666,354,999-6.0 %
2025Q4432-2770,607,283-7.0 %
2025Q3459+1475,948,513-2.2 %
2025Q2445+977,666,987+0.8 %
2025Q1436-377,019,375+0.0 %
2024Q4439-1277,014,163+0.3 %
2024Q3451-476,764,859-5.5 %
2024Q2455+481,259,983+9.6 %
2024Q1451-574,165,624-8.0 %
2023Q445680,587,074

Institutional managers

527 managers declare this company to the SEC (Form 13F). The table shows the 25 largest.

ManagerSharesValue
BlackRock, Inc.14,936,9511B $as of Mar 31, 2026
DIMENSIONAL FUND ADVISORS LP6,327,138439.2M $as of Mar 31, 2026
STATE STREET CORP5,980,206415.1M $as of Mar 31, 2026
Invesco Ltd.5,142,777357M $as of Mar 31, 2026
MILLENNIUM MANAGEMENT LLC4,396,548305.2M $as of Mar 31, 2026
BANK OF AMERICA CORP /DE/3,727,744258.8M $as of Mar 31, 2026
GEODE CAPITAL MANAGEMENT, LLC3,173,574220.4M $as of Mar 31, 2026
TUDOR INVESTMENT CORP ET AL3,079,817213.8M $as of Mar 31, 2026
GOLDMAN SACHS GROUP INC3,033,219210.6M $as of Mar 31, 2026
UBS Group AG2,829,670196.4M $as of Mar 31, 2026
MORGAN STANLEY2,238,644155.4M $as of Mar 31, 2026
EARNEST PARTNERS LLC2,232,561155M $as of Mar 31, 2026
Balyasny Asset Management L.P.2,169,469150.6M $as of Mar 31, 2026
FMR LLC2,157,071149.7M $as of Mar 31, 2026
WHITEBOX ADVISORS LLC1,925,001133.6M $as of Mar 31, 2026
TORONTO DOMINION BANK1,908,982132.5M $as of Mar 31, 2026
Pentwater Capital Management LP1,866,090129.5M $as of Mar 31, 2026
Westchester Capital Management, LLC1,833,149127.3M $as of Mar 31, 2026
AQR Arbitrage LLC1,803,563123.9M $as of Mar 31, 2026
SEI INVESTMENTS CO1,592,919110.6M $as of Mar 31, 2026
Assenagon Asset Management S.A.1,581,021109.8M $as of Mar 31, 2026
NORTHERN TRUST CORP1,412,58798.1M $as of Mar 31, 2026
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND1,392,58696.7M $as of Mar 31, 2026
Bank of New York Mellon Corp1,370,94795.2M $as of Mar 31, 2026
ALLIANCEBERNSTEIN L.P.1,292,58581.4M $as of Mar 31, 2026

Declared shareholders of Webster Financial Corp

There are 2 beneficial ownership filings. These stakes do not add up. An asset manager that files includes its own funds, which already appear among the funds on this page.

ShareholderDeclared stakeShares
Vanguard Capital Management 5.27 %8,500,523as of Mar 31, 2026 · SCHEDULE 13G
FMR LLC and 1 other1.30 %2,157,071as of Mar 31, 2026 · SCHEDULE 13G

Funds holding the debt of Webster Financial Corp

81 funds declare 92 bond lines of this company. The table shows the 25 largest holdings. The amount is the one the fund files. It is not a share of the debt, because no regulator publishes the amount outstanding in open access.

FundBond linesValue
LORD ABBETT BOND DEBENTURE FUND INC134.1M $as of Mar 31, 2026
Bond Fund19.8M $as of Feb 28, 2026
VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND28M $as of Feb 28, 2026
Diversified Bond Fund14.9M $as of Mar 31, 2026
State Street(R) SPDR(R) Portfolio Intermediate Term Corporate Bond ETF24M $as of Mar 31, 2026
VANGUARD TOTAL BOND MARKET INDEX FUND14M $as of Mar 31, 2026
CTIVP - American Century Diversified Bond Fund13.8M $as of Mar 31, 2026
VANGUARD TOTAL BOND MARKET II INDEX FUND12.9M $as of Mar 31, 2026
iShares 1-5 Year Investment Grade Corporate Bond ETF22.9M $as of Feb 28, 2026
Global Bond Fund12.1M $as of Apr 30, 2026
AVIP Bond Portfolio12M $as of Mar 31, 2026
AVIP Constellation Dynamic Risk Balanced Portfolio12M $as of Mar 31, 2026
VANGUARD SHORT-TERM BOND INDEX FUND12M $as of Mar 31, 2026
Strategic Bond Fund11.9M $as of Apr 30, 2026
Fidelity SAI Enhanced Core Bond Fund11.7M $as of Feb 28, 2026
Investment Grade Bond Fund11.5M $as of Feb 28, 2026
iShares Core U.S. Aggregate Bond ETF11.4M $as of Feb 28, 2026
American Century Diversified Corporate Bond ETF11.4M $as of Feb 28, 2026
Strategic Bond Fund11.2M $as of Mar 31, 2026
iShares iBonds Dec 2029 Term Corporate ETF11.2M $as of Apr 30, 2026
Bond-Debenture Portfolio11.1M $as of Mar 31, 2026
John Hancock Core Bond ETF11.1M $as of Mar 31, 2026
AVIP BlackRock Balanced Allocation Portfolio11M $as of Mar 31, 2026
Balanced Fund1967.1K $as of Apr 30, 2026
Select Bond Trust1940.4K $as of Mar 31, 2026
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Titelia. "Fund shareholders of Webster Financial Corp". https://titelia.com/en/stocks/webster-financial-corp-US9478901096