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
Direxion Daily Regional Banks Bull 3X Shares Direxion Shares ETF Trust 67,0604.9M $0.98 %0.04 %as of Apr 30, 2026 ↗
First Trust Nasdaq Bank ETF First Trust Exchange-Traded Fund VI 66,4664.6M $1.43 %0.04 %as of Mar 31, 2026 ↗
Sterling Capital Small Cap Value Fund Sterling Capital Funds 66,2984.6M $2.64 %0.04 %as of Mar 31, 2026 ↗
JPMorgan BetaBuilders U.S. Mid Cap Equity ETF J.P. Morgan Exchange-Traded Fund Trust 65,6754.8M $0.23 %0.04 %as of Apr 30, 2026 ↗
Fidelity Large Cap Value Index Fund Fidelity Salem Street Trust 65,2194.7M $0.04 %0.04 %as of Apr 30, 2026 ↗
BNY Mellon Midcap Index Fund, Inc. BNY MELLON MIDCAP INDEX FUND, INC. 65,2024.7M $0.34 %0.04 %as of Apr 30, 2026 ↗
LKCM Small Cap Equity Fund LKCM Funds 64,8124.5M $1.38 %0.04 %as of Mar 31, 2026 ↗
Avantis U.S. Equity ETF American Century ETF Trust 62,4314.5M $0.04 %0.04 %as of Feb 28, 2026 ↗
Nuveen Large Cap Value Index Fund TIAA-CREF Funds 61,8814.5M $0.04 %0.04 %as of Apr 30, 2026 ↗
MidCap S&P 400 Index Fund Principal Funds, Inc 61,6824.5M $0.34 %0.04 %as of Apr 30, 2026 ↗
MOA MID CAP EQUITY INDEX FUND MoA Funds Corp 60,7824.2M $0.35 %0.04 %as of Mar 31, 2026 ↗
iShares Russell 2500 ETF iShares Trust 59,7924.2M $0.16 %0.04 %as of Mar 31, 2026 ↗
Mid Cap Index Trust John Hancock Variable Insurance Trust 57,2724M $0.34 %0.04 %as of Mar 31, 2026 ↗
NVIT Mid Cap Index Fund Nationwide Variable Insurance Trust 56,7893.9M $0.35 %0.04 %as of Mar 31, 2026 ↗
Fidelity ZERO Extended Market Index Fund Fidelity Concord Street Trust 56,5124.1M $0.17 %0.03 %as of Apr 30, 2026 ↗
STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST 56,4413.9M $0.15 %0.03 %as of Mar 31, 2026 ↗
MetLife Mid Cap Stock Index Portfolio Brighthouse Funds Trust II 54,7193.8M $0.34 %0.03 %as of Mar 31, 2026 ↗
Fidelity Series Large Cap Value Index Fund Fidelity Salem Street Trust 54,5873.9M $0.03 %0.03 %as of Apr 30, 2026 ↗
WisdomTree U.S. MidCap Fund WisdomTree Trust 53,9373.7M $0.45 %0.03 %as of Mar 31, 2026 ↗
The Gabelli Global Financial Services Fund Gabelli Equity Series Funds Inc 52,4003.6M $2.96 %0.03 %as of Mar 31, 2026 ↗
Schwab 1000 Index Fund SCHWAB INVESTMENTS 51,6043.7M $0.02 %0.03 %as of Apr 30, 2026 ↗
Handelsbanken Global Småbolag Index Criteria Handelsbanken Fonder AB 51,49334.1M SEK0.12 %0.03 %as of Mar 31, 2026 ↗
LVIP Nomura Mid Cap Value Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 50,4003.5M $0.34 %0.03 %as of Mar 31, 2026 ↗
Tax-Managed U.S. Mid & Small Cap Fund RUSSELL INVESTMENT CO 50,0853.6M $0.18 %0.03 %as of Apr 30, 2026 ↗
iShares U.S. Financial Services ETF iShares Trust 48,1723.5M $0.17 %0.03 %as of Apr 30, 2026 ↗
Dimensional U.S. Equity Market ETF Dimensional ETF Trust 47,3653.4M $0.02 %0.03 %as of Apr 30, 2026 ↗
LVIP SSGA Mid-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 47,1613.3M $0.35 %0.03 %as of Mar 31, 2026 ↗
Bridge Builder Tax Managed Small/Mid Cap Fund Bridge Builder Trust 46,5783.2M $0.11 %0.03 %as of Mar 31, 2026 ↗
Invesco Russell 1000 Dynamic Multifactor ETF Invesco Exchange-Traded Self-Indexed Fund Trust 45,6233.3M $0.07 %0.03 %as of Feb 28, 2026 ↗
LVIP Franklin Templeton Multi-Factor SMID Cap Equity Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 45,1163.1M $0.34 %0.03 %as of Mar 31, 2026 ↗
iShares Russell 3000 ETF iShares Trust 44,3843.1M $0.02 %0.03 %as of Mar 31, 2026 ↗
VANGUARD TAX-MANAGED BALANCED FUND VANGUARD TAX-MANAGED FUNDS 44,3623.1M $0.03 %0.03 %as of Mar 31, 2026 ↗
Fidelity MSCI Financials Index ETF FIDELITY COVINGTON TRUST 42,5413.1M $0.14 %0.03 %as of Apr 30, 2026 ↗
Invesco RAFI US 1000 ETF Invesco Exchange-Traded Fund Trust 41,8103M $0.03 %0.03 %as of Apr 30, 2026 ↗
Dimensional VA U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 40,4792.9M $0.34 %0.02 %as of Apr 30, 2026 ↗
AltShares Merger Arbitrage ETF AltShares Trust 39,7512.9M $2.77 %0.02 %as of Feb 28, 2026 ↗
U.S. VECTOR EQUITY PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 39,2232.8M $0.05 %0.02 %as of Apr 30, 2026 ↗
Schwab Fundamental U.S. Large Company Index Fund SCHWAB CAPITAL TRUST 38,0682.8M $0.02 %0.02 %as of Apr 30, 2026 ↗
Pzena Small Cap Value Fund Advisors Series Trust 37,7972.7M $2.87 %0.02 %as of Feb 28, 2026 ↗
Transamerica Small/Mid Cap Value VP TRANSAMERICA SERIES TRUST 37,2002.6M $0.49 %0.02 %as of Mar 31, 2026 ↗
Transamerica Small/Mid Cap Value TRANSAMERICA FUNDS 37,1002.7M $0.41 %0.02 %as of Apr 30, 2026 ↗
U.S. Sustainability Core 1 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 37,0192.7M $0.03 %0.02 %as of Apr 30, 2026 ↗
Nomura VIP Smid Cap Core Series Ivy Variable Insurance Portfolios 36,8802.6M $1.33 %0.02 %as of Mar 31, 2026 ↗
VANGUARD ESG U.S. STOCK ETF VANGUARD WORLD FUND 36,6932.6M $0.02 %0.02 %as of Feb 28, 2026 ↗
THRIVENT MID CAP INDEX PORTFOLIO Thrivent Series Fund, Inc. 36,3282.5M $0.35 %0.02 %as of Mar 31, 2026 ↗
State Street(R) SPDR(R) Portfolio S&P 1500(R) Composite Stock Market ETF SPDR SERIES TRUST 35,8582.5M $0.02 %0.02 %as of Mar 31, 2026 ↗
VOYA INDEX PLUS MIDCAP PORTFOLIO Voya VARIABLE PORTFOLIOS INC 35,8492.5M $0.33 %0.02 %as of Mar 31, 2026 ↗
VANGUARD TAX-MANAGED CAPITAL APPRECIATION FUND VANGUARD TAX-MANAGED FUNDS 35,4322.5M $0.01 %0.02 %as of Mar 31, 2026 ↗
EQ/400 Managed Volatility Portfolio EQ Advisors Trust 34,7612.4M $0.32 %0.02 %as of Mar 31, 2026 ↗
Dimensional US Core Equity Market ETF Dimensional ETF Trust 34,0552.5M $0.02 %0.02 %as of Apr 30, 2026 ↗
JNL/Westchester Capital Event Driven Fund JNL Series Trust 32,7312.3M $4.72 %0.02 %as of Mar 31, 2026 ↗
FlexShares Morningstar US Market Factor Tilt Index Fund FlexShares Trust 31,1082.3M $0.11 %0.02 %as of Apr 30, 2026 ↗
Invesco S&P MidCap 400 Revenue ETF Invesco Exchange-Traded Fund Trust II 31,0912.2M $0.20 %0.02 %as of Feb 28, 2026 ↗
Schwab U.S. Mid-Cap Index Fund SCHWAB CAPITAL TRUST 30,6842.2M $0.09 %0.02 %as of Apr 30, 2026 ↗
CVT S&P MidCap 400 Index Portfolio Calvert Variable Trust, Inc. 29,7032.1M $0.34 %0.02 %as of Mar 31, 2026 ↗
Victory Market Neutral Income Fund Victory Portfolios II 29,4022M $0.07 %0.02 %as of Mar 31, 2026 ↗
JNL/Mellon Financial Sector Fund JNL Series Trust 28,8672M $0.15 %0.02 %as of Mar 31, 2026 ↗
iShares Russell Mid-Cap Index Fund BlackRock Funds 28,6812.1M $0.09 %0.02 %as of Apr 30, 2026 ↗
iShares U.S. Small-Cap Equity Factor ETF iShares Trust 28,4542.1M $0.06 %0.02 %as of Apr 30, 2026 ↗
Fidelity Mid Cap Value Index Fund Fidelity Salem Street Trust 27,2451.9M $0.11 %0.02 %as of Mar 31, 2026 ↗
VANGUARD RUSSELL 1000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 26,9291.9M $0.02 %0.02 %as of Feb 28, 2026 ↗
Calvert U.S. Large Cap Value Responsible Index Fund Calvert Responsible Index Series, Inc. 26,8461.9M $0.10 %0.02 %as of Mar 31, 2026 ↗
MML VIP Invesco Small Cap Equity Fund MML Series Investment Fund II 26,7161.9M $1.49 %0.02 %as of Mar 31, 2026 ↗
Nomura Opportunity Fund Delaware Group Equity Funds IV 26,4001.8M $0.34 %0.02 %as of Mar 31, 2026 ↗
iShares Morningstar Small-Cap Growth ETF iShares Trust 26,3351.9M $0.20 %0.02 %as of Apr 30, 2026 ↗
T. Rowe Price Extended Equity Market Index Fund T. ROWE PRICE INDEX TRUST, INC. 26,1001.8M $0.18 %0.02 %as of Mar 31, 2026 ↗
JPMorgan Small & Mid Cap Enhanced Equity ETF J.P. Morgan Exchange-Traded Fund Trust 26,0331.8M $0.08 %0.02 %as of Mar 31, 2026 ↗
BNY Mellon US Mid Cap Core Equity ETF BNY Mellon ETF Trust 25,9131.9M $0.30 %0.02 %as of Apr 30, 2026 ↗
AVIP S&P MidCap 400 Index Portfolio AuguStar Variable Insurance Products Fund Inc 25,4261.8M $0.35 %0.02 %as of Mar 31, 2026 ↗
iShares Russell Small/Mid-Cap Index Fund BlackRock Funds 25,3191.8M $0.15 %0.02 %as of Apr 30, 2026 ↗
Dimensional US Core Equity 1 ETF Dimensional ETF Trust 25,3061.8M $0.06 %0.02 %as of Apr 30, 2026 ↗
SIIT EXTENDED MARKET INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST 24,9291.8M $0.14 %0.02 %as of Feb 28, 2026 ↗
SA Mid Cap Index Portfolio SUNAMERICA SERIES TRUST 24,5481.8M $0.34 %0.02 %as of Apr 30, 2026 ↗
Calvert U.S. Large Cap Core Responsible Index Fund Calvert Responsible Index Series, Inc. 24,1641.7M $0.03 %0.01 %as of Mar 31, 2026 ↗
State Street(R) SPDR(R) Russell 1000 Yield Focus ETF SPDR SERIES TRUST 23,7891.7M $0.19 %0.01 %as of Mar 31, 2026 ↗
Global Multi-Strategy Fund Principal Funds, Inc 23,6791.7M $0.32 %0.01 %as of Feb 28, 2026 ↗
Pzena Mid Cap Value Fund Advisors Series Trust 23,6721.7M $1.73 %0.01 %as of Feb 28, 2026 ↗
Invesco S&P Midcap 400 Pure Value ETF Invesco Exchange-Traded Fund Trust 23,4801.7M $0.53 %0.01 %as of Apr 30, 2026 ↗
Fidelity Flex Mid Cap Index Fund Fidelity Salem Street Trust 23,3981.7M $0.28 %0.01 %as of Apr 30, 2026 ↗
AZL Mid Cap Index Fund Allianz Variable Insurance Products Trust 22,7441.6M $0.35 %0.01 %as of Mar 31, 2026 ↗
EQ/Common Stock Index Portfolio EQ Advisors Trust 22,6881.6M $0.02 %0.01 %as of Mar 31, 2026 ↗
Nationwide Mid Cap Market Index Fund Nationwide Mutual Funds 22,6401.6M $0.34 %0.01 %as of Apr 30, 2026 ↗
Invesco S&P Midcap 400 QVM Multi-Factor ETF Invesco Exchange-Traded Fund Trust II 20,3741.5M $0.36 %0.01 %as of Feb 28, 2026 ↗
AB All Market Total Return Portfolio AB PORTFOLIOS 20,1951.5M $0.34 %0.01 %as of Feb 28, 2026 ↗
iShares ESG Select Screened S&P Mid-Cap ETF iShares Trust 19,6671.4M $0.39 %0.01 %as of Mar 31, 2026 ↗
JPMorgan U.S. Value Factor ETF J.P. Morgan Exchange-Traded Fund Trust 19,4961.4M $0.19 %0.01 %as of Apr 30, 2026 ↗
Tax-Managed U.S. Large Cap Fund RUSSELL INVESTMENT CO 19,3861.4M $0.01 %0.01 %as of Apr 30, 2026 ↗
U.S. Social Core Equity 2 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 19,3431.4M $0.06 %0.01 %as of Apr 30, 2026 ↗
Pacer Trendpilot US Mid Cap ETF Pacer Funds Trust 18,3731.3M $0.34 %0.01 %as of Apr 30, 2026 ↗
Victory Extended Market Index Fund Victory Portfolios III 18,2951.3M $0.17 %0.01 %as of Apr 30, 2026 ↗
Transamerica Small Cap Value TRANSAMERICA FUNDS 18,1501.3M $1.27 %0.01 %as of Apr 30, 2026 ↗
JNL/DFA U.S. Small Cap Fund JNL Series Trust 17,9811.2M $0.17 %0.01 %as of Mar 31, 2026 ↗
Strategic Equity Allocation Trust John Hancock Variable Insurance Trust 17,5671.2M $0.02 %0.01 %as of Mar 31, 2026 ↗
iShares Morningstar Small-Cap Value ETF iShares Trust 16,7981.2M $0.19 %0.01 %as of Apr 30, 2026 ↗
Nomura VIP Opportunity Series Delaware VIP Trust 15,6831.1M $1.46 %0.01 %as of Mar 31, 2026 ↗
JNL/RAFI Fundamental U.S. Small Cap Fund JNL Series Trust 15,5791.1M $0.29 %0.01 %as of Mar 31, 2026 ↗
The Merger Fund VL Merger Fund VL 15,1451.1M $4.38 %0.01 %as of Mar 31, 2026 ↗
Eaton Vance Small-Cap Fund Eaton Vance Special Investment Trust 15,0981M $0.84 %0.01 %as of Mar 31, 2026 ↗
Calvert Small/Mid-Cap Fund Calvert Management Series 14,7851M $0.53 %0.01 %as of Mar 31, 2026 ↗
T. Rowe Price Total Equity Market Index Fund T. ROWE PRICE INDEX TRUST, INC. 14,6961M $0.04 %0.01 %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