Filing Research | WBS - WEBSTER FINL CORP Institutional Holdings

Snapshot holdings

50 / 106 loaded

#		Instrument	quantity
1	Arbejdsmarkedets Tillaegspension	Shares	379.1KSH	$29.0M
2	MIZUHO MARKETS AMERICAS LLC	Shares	255.0KSH	$19.5M
3	CREDIT INDUSTRIEL ET COMMERCIAL	Shares	146.8KSH	$11.2M
4	Y-Intercept (Hong Kong) Ltd	Shares	104.9KSH	$8.0M
5	Stablepoint Partners, LLC	Shares	93.2KSH	$7.1M
6	GATEWAY INVESTMENT ADVISERS LLC	Shares	75.6KSH	$5.8M
7	Police & Firemen's Retirement System of New Jersey	Shares	72.9KSH	$5.6M
8	Cardinal Capital Management	Shares	55.0KSH	$4.2M
9	Louisiana State Employees Retirement System	Shares	47.4KSH	$3.6M
10	YOUSIF CAPITAL MANAGEMENT, LLC	Shares	45.9KSH	$3.5M
11	Orange Investment Advisors, Inc.	Shares	36.2KSH	$2.8M
12	Crossmark Global Holdings, Inc.	Shares	29.5KSH	$2.3M
13	TOMPKINS FINANCIAL CORP	Shares	25.3KSH	$1.9M
14	NorthCrest Asset Manangement, LLC	Shares	24.0KSH	$1.8M
15	SeaCrest Wealth Management, LLC	Shares	23.9KSH	$1.8M
16	Trust Investment Advisors	Shares	21.9KSH	$1.7M
17	Olympiad Research LP	Shares	21.0KSH	$1.6M
18	Transmarket Holdings LP	Shares	18.9KSH	$1.4M
19	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	40.7KSH	$1.3M
20	EVERGREEN CAPITAL MANAGEMENT LLC	Shares	13.5KSH	$1.0M
21	SECURIAN ASSET MANAGEMENT, INC	Shares	11.9KSH	$904.5K
22	FOUNDERS CAPITAL MANAGEMENT, LLC	Shares	11.1KSH	$846.7K
23	Hennion & Walsh Asset Management, Inc.	Shares	10.1KSH	$773.7K
24	Fifth Third Wealth Advisors LLC	Shares	9.2KSH	$705.7K
25	Blue Trust, Inc.	Shares	9.2KSH	$703.1K
26	Sequoia Financial Advisors, LLC	Shares	9.0KSH	$684.5K
27	Wedmont Private Capital	Shares	8.6KSH	$654.6K
28	WEBSTER BANK, N. A.	Shares	8.4KSH	$644.4K
29	Merit Financial Group, LLC	Shares	7.9KSH	$601.4K
30	SIGNATUREFD, LLC	Shares	7.7KSH	$590.0K
31	Patriot Financial Group Insurance Agency, LLC	Shares	6.9KSH	$526.9K
32	GAMMA Investing LLC	Shares	6.0KSH	$459.3K
33	Ballentine Partners, LLC	Shares	5.7KSH	$437.1K
34	Everhart Financial Group, Inc.	Shares	5.6KSH	$428.9K
35	GREENLEAF TRUST	Shares	5.4KSH	$412.5K
36	Aaron Wealth Advisors LLC	Shares	5.3KSH	$402.1K
37	Sky Investment Group LLC	Shares	5.0KSH	$384.9K
38	Fragasso Financial Advisors Inc	Shares	5.0KSH	$378.7K
39	Venturi Wealth Management, LLC	Shares	4.2KSH	$322.2K
40	Yorktown Management & Research Co Inc	Shares	4.2KSH	$317.1K
41	Benin Management CORP	Shares	4.0KSH	$305.7K
42	WETZEL INVESTMENT ADVISORS, INC.	Shares	4.0KSH	$305.7K
43	One Charles Private Wealth Services, LLC	Shares	4.0KSH	$302.1K
44	MEITAV INVESTMENT HOUSE LTD	Shares	3.9KSH	$295.0K
45	PFG Investments, LLC	Shares	3.7KSH	$283.3K
46	E Fund Management (Hong Kong) Co., Ltd.	Shares	3.7KSH	$281.5K
47	YHB Investment Advisors, Inc.	Shares	3.5KSH	$266.7K
48	Platform Technology Partners	Shares	3.2KSH	$245.5K
49	LRI Investments, LLC	Shares	3.0KSH	$231.8K
50	M.E. ALLISON & CO., INC.	Shares	2.9KSH	$223.8K

Scroll to load more

Manager changes2026-06-30 vs 2026-03-31

50 / 116 loaded

#		Instrument
1	Arbejdsmarkedets Tillaegspension new	Shares	+379.1K	+$29.0M	$29.0M
2	MIZUHO MARKETS AMERICAS LLC new	Shares	+255.0K	+$19.5M	$19.5M
3	Y-Intercept (Hong Kong) Ltd new	Shares	+104.9K	+$8.0M	$8.0M
4	GATEWAY INVESTMENT ADVISERS LLC added	Shares	+66.1K	+$5.1M	$5.8M
5	CREDIT INDUSTRIEL ET COMMERCIAL added	Shares	+41.5K	+$3.9M	$11.2M
6	Transmarket Holdings LP new	Shares	+18.9K	+$1.4M	$1.4M
7	Police & Firemen's Retirement System of New Jersey added	Shares	+4.6K	+$827.7K	$5.6M
8	Stablepoint Partners, LLC trimmed	Shares	-171	+$640.8K	$7.1M
9	EVERGREEN CAPITAL MANAGEMENT LLC added	Shares	+4.2K	+$387.7K	$1.0M
10	Louisiana State Employees Retirement System added	Shares	+700	+$380.4K	$3.6M
11	Fragasso Financial Advisors Inc new	Shares	+5.0K	+$378.7K	$378.7K
12	Cardinal Capital Management trimmed	Shares	-568	+$345.8K	$4.2M
13	Yorktown Management & Research Co Inc new	Shares	+4.2K	+$317.1K	$317.1K
14	MEITAV INVESTMENT HOUSE LTD new	Shares	+3.9K	+$295.0K	$295.0K
15	E Fund Management (Hong Kong) Co., Ltd. new	Shares	+3.7K	+$281.5K	$281.5K
16	YHB Investment Advisors, Inc. new	Shares	+3.5K	+$266.7K	$266.7K
17	Orange Investment Advisors, Inc. unchanged	Shares	0	+$253.5K	$2.8M
18	Longboard Asset Management, LP new	Shares	+2.8K	+$213.4K	$213.4K
19	Trust Point Inc. new	Shares	+2.6K	+$202.2K	$202.2K
20	SeaCrest Wealth Management, LLC unchanged	Shares	0	+$167.6K	$1.8M
21	Olympiad Research LP unchanged	Shares	0	+$147.2K	$1.6M
22	Trust Investment Advisors trimmed	Shares	-206	+$139.0K	$1.7M
23	Wedmont Private Capital added	Shares	+1.1K	+$118.0K	$654.6K
24	YOUSIF CAPITAL MANAGEMENT, LLC trimmed	Shares	-3.0K	+$116.2K	$3.5M
25	Crossmark Global Holdings, Inc. trimmed	Shares	-1.5K	+$102.5K	$2.3M
26	Fifth Third Wealth Advisors LLC added	Shares	+324	+$87.1K	$705.7K
27	SECURIAN ASSET MANAGEMENT, INC added	Shares	+16	+$79.5K	$904.5K
28	FOUNDERS CAPITAL MANAGEMENT, LLC unchanged	Shares	0	+$77.6K	$846.7K
29	GAMMA Investing LLC added	Shares	+496	+$76.5K	$459.3K
30	Ballentine Partners, LLC added	Shares	+505	+$75.1K	$437.1K
31	SIGNATUREFD, LLC added	Shares	+181	+$66.6K	$590.0K
32	WEBSTER BANK, N. A. unchanged	Shares	0	+$59.0K	$644.4K
33	Everhart Financial Group, Inc. added	Shares	+220	+$54.6K	$428.9K
34	Blue Trust, Inc. trimmed	Shares	-155	+$53.7K	$703.1K
35	Sequoia Financial Advisors, LLC trimmed	Shares	-276	+$43.5K	$684.5K
36	Aaron Wealth Advisors LLC added	Shares	+25	+$38.6K	$402.1K
37	GREENLEAF TRUST added	Shares	+7	+$38.3K	$412.5K
38	Sky Investment Group LLC unchanged	Shares	0	+$35.3K	$384.9K
39	Venturi Wealth Management, LLC unchanged	Shares	0	+$29.5K	$322.2K
40	TRUST CO OF TOLEDO NA /OH/ new	Shares	+378	+$28.9K	$28.9K
41	Benin Management CORP unchanged	Shares	0	+$28.0K	$305.7K
42	WETZEL INVESTMENT ADVISORS, INC. unchanged	Shares	0	+$28.0K	$305.7K
43	PFG Investments, LLC added	Shares	+18	+$27.1K	$283.3K
44	Platform Technology Partners unchanged	Shares	0	+$22.5K	$245.5K
45	LRI Investments, LLC unchanged	Shares	0	+$21.2K	$231.8K
46	FIRST HORIZON CORP added	Shares	+165	+$20.8K	$102.2K
47	M.E. ALLISON & CO., INC. unchanged	Shares	0	+$20.5K	$223.8K
48	IFP Advisors, Inc added	Shares	+180	+$19.4K	$75.3K
49	Hennion & Walsh Asset Management, Inc. trimmed	Shares	-755	+$18.5K	$773.7K
50	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC added	Shares	+30	+$14.0K	$143.3K

Scroll to load more