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
Small Cap Opportunities Trust John Hancock Variable Insurance Trust 14,6131M $0.55 %0.01 %as of Mar 31, 2026 ↗
Avantis U.S. Mid Cap Value ETF American Century ETF Trust 13,814996.4K $0.20 %0.01 %as of Feb 28, 2026 ↗
ATM Mid Cap Managed Volatility Portfolio EQ Advisors Trust 13,463934.6K $0.32 %0.01 %as of Mar 31, 2026 ↗
T. Rowe Price Mid-Cap Index Fund T. ROWE PRICE INDEX TRUST, INC. 13,316924.4K $0.25 %0.01 %as of Mar 31, 2026 ↗
VANGUARD RUSSELL 3000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 13,250955.7K $0.02 %0.01 %as of Feb 28, 2026 ↗
iShares MSCI World Small-Cap ETF iShares Trust 12,891929.8K $0.11 %0.01 %as of Feb 28, 2026 ↗
Venerable Mid Cap Index Fund Venerable Variable Insurance Trust 12,839891.3K $0.09 %0.01 %as of Mar 31, 2026 ↗
Dimensional US Sustainability Core 1 ETF Dimensional ETF Trust 12,714920K $0.04 %0.01 %as of Apr 30, 2026 ↗
Steward Equity Market Neutral Fund Steward Funds Inc 12,700919K $0.87 %0.01 %as of Apr 30, 2026 ↗
LVIP Dimensional U.S. Core Equity 1 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 12,603874.9K $0.05 %0.01 %as of Mar 31, 2026 ↗
JNL/Mellon U.S. Stock Market Index Fund JNL Series Trust 12,584873.6K $0.02 %0.01 %as of Mar 31, 2026 ↗
Morningstar Alternatives Fund Morningstar Funds Trust 12,481903.1K $0.35 %0.01 %as of Apr 30, 2026 ↗
Schwab 1000 Index ETF SCHWAB STRATEGIC TRUST 12,357891.3K $0.02 %0.01 %as of Feb 28, 2026 ↗
AST Small-Cap Equity Portfolio Advanced Series Trust 12,099839.9K $0.05 %0.01 %as of Mar 31, 2026 ↗
SFT Index 400 Mid-Cap Fund Securian Funds Trust 11,884825K $0.34 %0.01 %as of Mar 31, 2026 ↗
Federated Hermes Mid-Cap Index Fund Federated Hermes Index Trust 10,975794.2K $0.28 %0.01 %as of Apr 30, 2026 ↗
VIP Extended Market Index Portfolio Variable Insurance Products Fund II 10,713743.7K $0.16 %0.01 %as of Mar 31, 2026 ↗
SA U.S. Small Company Fund SA FUNDS INVESTMENT TRUST 10,588735K $0.23 %0.01 %as of Mar 31, 2026 ↗
iShares Total U.S. Stock Market Index Fund BlackRock Funds 10,409753.2K $0.02 %0.01 %as of Apr 30, 2026 ↗
EQ/Large Cap Value Managed Volatility Portfolio EQ Advisors Trust 9,817681.5K $0.02 %0.01 %as of Mar 31, 2026 ↗
WisdomTree U.S. Total Dividend Fund WisdomTree Trust 9,719674.7K $0.05 %0.01 %as of Mar 31, 2026 ↗
Calvert Small Cap Fund Calvert Impact Fund, Inc. 9,577664.8K $0.04 %0.01 %as of Mar 31, 2026 ↗
Column Small Cap Fund Trust for Professional Managers 9,321672.3K $0.13 %0.01 %as of Feb 28, 2026 ↗
Vericimetry U.S. Small Cap Value Fund VERICIMETRY FUNDS 9,285644.6K $0.38 %0.01 %as of Mar 31, 2026 ↗
1290 VT GAMCO Small Company Value Portfolio EQ Advisors Trust 9,000624.8K $0.02 %0.01 %as of Mar 31, 2026 ↗
Trillium ESG Small/Mid Cap Fund Perpetual Americas Funds Trust 8,775609.2K $2.04 %0.01 %as of Mar 31, 2026 ↗
Amplify Etho Climate Leadership U.S. ETF Amplify ETF Trust 8,497589.9K $0.38 %0.01 %as of Mar 31, 2026 ↗
JNL/DFA U.S. Core Equity Fund JNL Series Trust 8,282574.9K $0.05 %0.01 %as of Mar 31, 2026 ↗
Federated Hermes Global Allocation Fund Federated Hermes Global Allocation Fund 8,085583.2K $0.20 %0.00 %as of Feb 28, 2026 ↗
LVIP Dimensional U.S. Core Equity 2 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 8,066559.9K $0.06 %0.00 %as of Mar 31, 2026 ↗
Voya RussellTM Mid Cap Index Portfolio Voya VARIABLE PORTFOLIOS INC 8,002555.5K $0.09 %0.00 %as of Mar 31, 2026 ↗
Barrons 400 ETF ALPS ETF TRUST 7,927571.8K $0.27 %0.00 %as of Feb 28, 2026 ↗
Inspire 500 ETF Northern Lights Fund Trust IV 7,811563.4K $0.08 %0.00 %as of Feb 28, 2026 ↗
Steward Values Enhanced Small-Mid Cap Fund Steward Funds Inc 7,649553.5K $0.29 %0.00 %as of Apr 30, 2026 ↗
Pacer Lunt Midcap Multi-Factor Alternator ETF Pacer Funds Trust 7,631552.2K $0.88 %0.00 %as of Apr 30, 2026 ↗
Small Cap Dividend Fund American Century Capital Portfolios, Inc. 7,448517K $0.52 %0.00 %as of Mar 31, 2026 ↗
iShares Core Dividend ETF iShares Trust 7,421537K $0.04 %0.00 %as of Apr 30, 2026 ↗
Invesco Russell 1000 Equal Weight ETF Invesco Exchange-Traded Fund Trust II 7,336529.1K $0.07 %0.00 %as of Feb 28, 2026 ↗
Bridge Builder Large Cap Value Fund Bridge Builder Trust 7,177498.2K $0.00 %0.00 %as of Mar 31, 2026 ↗
iShares Morningstar Small-Cap ETF iShares Trust 7,145517K $0.19 %0.00 %as of Apr 30, 2026 ↗
iShares Dow Jones U.S. ETF iShares Trust 7,091513.1K $0.02 %0.00 %as of Apr 30, 2026 ↗
Morgan Stanley Pathway Small-Mid Cap Equity ETF MORGAN STANLEY PATHWAY FUNDS 7,009505.6K $0.07 %0.00 %as of Feb 28, 2026 ↗
Water Island Event-Driven Fund ARBITRAGE FUNDS 6,929499.8K $1.00 %0.00 %as of Feb 28, 2026 ↗
JNL/RAFI Multi-Factor U.S. Equity Fund JNL Series Trust 6,572456.2K $0.02 %0.00 %as of Mar 31, 2026 ↗
Morgan Stanley Pathway Large Cap Equity ETF MORGAN STANLEY PATHWAY FUNDS 6,280453K $0.01 %0.00 %as of Feb 28, 2026 ↗
John Hancock Multifactor Large Cap ETF John Hancock Exchange-Traded Fund Trust 6,111424.2K $0.04 %0.00 %as of Mar 31, 2026 ↗
Calvert U.S. Mid Cap Core Responsible Index Fund Calvert Responsible Index Series, Inc. 6,030418.6K $0.10 %0.00 %as of Mar 31, 2026 ↗
Catholic Values Equity Fund SEI CATHOLIC VALUES TRUST 5,867423.2K $0.10 %0.00 %as of Feb 28, 2026 ↗
Avantis U.S. Large Cap Equity ETF American Century ETF Trust 5,579402.4K $0.04 %0.00 %as of Feb 28, 2026 ↗
S&P MidCap Index Fund SHELTON FUNDS 5,544399.9K $0.35 %0.00 %as of Feb 28, 2026 ↗
Avantis U.S. Mid Cap Equity ETF American Century ETF Trust 5,538399.5K $0.13 %0.00 %as of Feb 28, 2026 ↗
Goldman Sachs MarketBeta U.S. 1000 Equity ETF Goldman Sachs ETF Trust II 5,420390.9K $0.02 %0.00 %as of Feb 28, 2026 ↗
PRAXIS SMALL CAP INDEX FUND Praxis Mutual Funds 5,418376.1K $0.19 %0.00 %as of Mar 31, 2026 ↗
Strategic Advisers U.S. Total Stock Fund Fidelity Rutland Square Trust II 5,400389.5K $0.00 %0.00 %as of Feb 28, 2026 ↗
ProShares Ultra MidCap400 ProShares Trust 5,379388K $0.26 %0.00 %as of Feb 28, 2026 ↗
NYLI Candriam U.S. Mid Cap Equity ETF New York Life Investments ETF Trust 5,304383.8K $0.12 %0.00 %as of Apr 30, 2026 ↗
Schwab U.S. Large-Cap Value Index Fund SCHWAB CAPITAL TRUST 5,240379.2K $0.04 %0.00 %as of Apr 30, 2026 ↗
Avantis U.S. Equity Fund American Century ETF Trust 5,236377.7K $0.04 %0.00 %as of Feb 28, 2026 ↗
EQ/Large Cap Value Index Portfolio EQ Advisors Trust 5,229363K $0.04 %0.00 %as of Mar 31, 2026 ↗
Guardian Select Mid Cap Core VIP Fund Guardian Variable Products Trust 5,071352K $0.22 %0.00 %as of Mar 31, 2026 ↗
WPG Partners Small Cap Value Diversified Fund RBB Fund, Inc. 5,049364.2K $1.02 %0.00 %as of Feb 28, 2026 ↗
SIIT LARGE CAP INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST 5,046364K $0.02 %0.00 %as of Feb 28, 2026 ↗
ProShares Merger ETF ProShares Trust 5,028362.7K $2.31 %0.00 %as of Feb 28, 2026 ↗
Column Mid Cap Fund Trust for Professional Managers 4,761343.4K $0.03 %0.00 %as of Feb 28, 2026 ↗
PD Large-Cap Value Index Portfolio PACIFIC SELECT FUND 4,563316.8K $0.04 %0.00 %as of Mar 31, 2026 ↗
Dimensional US Vector Equity ETF Dimensional ETF Trust 4,557329.7K $0.08 %0.00 %as of Apr 30, 2026 ↗
State Street(R) SPDR(R) S&P(R) 1500 Value Tilt ETF SPDR SERIES TRUST 4,239294.3K $0.05 %0.00 %as of Mar 31, 2026 ↗
YORKTOWN GROWTH FUND American Pension Investors Trust 4,150300.3K $0.25 %0.00 %as of Apr 30, 2026 ↗
AZL DFA U.S. Core Equity Fund Allianz Variable Insurance Products Trust 4,145287.7K $0.04 %0.00 %as of Mar 31, 2026 ↗
VIP Total Market Index Portfolio Variable Insurance Products Fund II 4,040280.5K $0.02 %0.00 %as of Mar 31, 2026 ↗
Steward Large Cap Value Fund Steward Funds Inc 4,000289.4K $0.21 %0.00 %as of Apr 30, 2026 ↗
Avantis Total Equity Markets ETF American Century ETF Trust 3,831276.3K $0.04 %0.00 %as of Feb 28, 2026 ↗
TIAA Separate Account VA-1 - Stock Index Account TIAA Separate Account VA-1 3,818265K $0.02 %0.00 %as of Mar 31, 2026 ↗
Energy Resilience Portfolio GLENMEDE FUND INC 3,799274.9K $1.96 %0.00 %as of Apr 30, 2026 ↗
PD Mid-Cap Index Portfolio PACIFIC SELECT FUND 3,726258.7K $0.09 %0.00 %as of Mar 31, 2026 ↗
Goldman Sachs Absolute Return Tracker Fund GOLDMAN SACHS TRUST 3,710257.5K $0.00 %0.00 %as of Mar 31, 2026 ↗
Avantis Responsible U.S. Equity ETF American Century ETF Trust 3,694266.4K $0.06 %0.00 %as of Feb 28, 2026 ↗
Voya VACS Index Series MC Portfolio Voya VARIABLE PORTFOLIOS INC 3,682255.6K $0.09 %0.00 %as of Mar 31, 2026 ↗
Schwab Fundamental U.S. Broad Market ETF SCHWAB STRATEGIC TRUST 3,487251.5K $0.02 %0.00 %as of Feb 28, 2026 ↗
SIMT Mid-Cap Fund SEI INSTITUTIONAL MANAGED TRUST 3,457240K $0.46 %0.00 %as of Mar 31, 2026 ↗
AST PGIM Aggressive Multi-Asset Portfolio Advanced Series Trust 3,374234.2K $0.00 %0.00 %as of Mar 31, 2026 ↗
AZL Russell 1000 Value Index Fund Allianz Variable Insurance Products Trust 3,364233.5K $0.04 %0.00 %as of Mar 31, 2026 ↗
SIMT LARGE CAP INDEX FUND SEI INSTITUTIONAL MANAGED TRUST 3,068213K $0.02 %0.00 %as of Mar 31, 2026 ↗
Dimensional US Large Cap Value ETF Dimensional ETF Trust 2,901209.9K $0.00 %0.00 %as of Apr 30, 2026 ↗
Longboard Fund NORTHERN LIGHTS FUND TRUST II 2,792201.4K $0.19 %0.00 %as of Feb 28, 2026 ↗
GuideMark Small/Mid Cap Core Fund GPS Funds I 2,767192.1K $0.20 %0.00 %as of Mar 31, 2026 ↗
Direxion Daily Mid Cap Bull 3X Shares Direxion Shares ETF Trust 2,670193.2K $0.23 %0.00 %as of Apr 30, 2026 ↗
Calvert US Large-Cap Core Responsible Index ETF Morgan Stanley ETF Trust 2,599180.4K $0.03 %0.00 %as of Mar 31, 2026 ↗
Total Stock Market Index Trust John Hancock Variable Insurance Trust 2,523175.1K $0.02 %0.00 %as of Mar 31, 2026 ↗
LargeCap Value Fund III Principal Funds, Inc 2,338169.2K $0.01 %0.00 %as of Apr 30, 2026 ↗
SA T. Rowe Price Allocation Moderately Aggressive Portfolio SUNAMERICA SERIES TRUST 2,298166.3K $0.02 %0.00 %as of Apr 30, 2026 ↗
MidCap Value Fund I Principal Funds, Inc 2,251162.9K $0.01 %0.00 %as of Apr 30, 2026 ↗
Nuveen Life Stock Index Fund TIAA-CREF Life Funds 2,241155.6K $0.02 %0.00 %as of Mar 31, 2026 ↗
Adasina Social Justice All Cap Global ETF Tidal Trust I 2,214159.7K $0.06 %0.00 %as of Feb 28, 2026 ↗
American Century Small Cap Value Insights ETF American Century ETF Trust 2,154155.4K $1.76 %0.00 %as of Feb 28, 2026 ↗
Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF Goldman Sachs ETF Trust 2,148154.9K $0.04 %0.00 %as of Feb 28, 2026 ↗
New Covenant Growth Fund NEW COVENANT FUNDS 2,008139.4K $0.03 %0.00 %as of Mar 31, 2026 ↗
Gabelli SRI Fund, Inc. Gabelli SRI Fund, Inc. 1,850128.4K $0.62 %0.00 %as of Mar 31, 2026 ↗
BlackRock Tactical Opportunities Fund BlackRock Funds 1,799130.2K $0.00 %0.00 %as of Apr 30, 2026 ↗
AB US Equity ETF AB Active ETFs, Inc. 1,776128.1K $0.02 %0.00 %as of Feb 28, 2026 ↗

Download this table: CSV, JSON

Report an error

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
Cite this page

Titelia. "Fund shareholders of Webster Financial Corp". https://titelia.com/en/stocks/webster-financial-corp-US9478901096