Webster Financial Corp
WBSDelisted Aug 20, 2026- Industry
- National Commercial Banks
- SEC CIK
- 0000801337
Webster Financial Corp was delisted on Aug 20, 2026; its insiders filed their last Form 4 on Aug 21, 2026; 542 institutions reported holding it in 13F filings for Q2 2026, worth $11.9B in total; Soros Fund Management was the only superinvestor holding it.
13F holders, Q3 2021
Institutional positions in Webster Financial Corp as of Sep 30, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 292
- 0 vs. Q2 2021
- Shares held
- 87.0M
- +3.93M (+4.7%) vs. Q2 2021
- Total value
- $4.74B
- +$307.9M (+7.0%) vs. Q2 2021
- New holders
- 35
- 89 more added
- Sold out
- 35
- 106 more reduced
3 institutions that held it in Q2 2021 haven't filed for Q3 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2021: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting WBS on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 542 | $11.9B |
| Q1 2026 | 541 | $10.2B |
| Q4 2025 | 538 | $9.14B |
| Q3 2025 | 515 | $8.72B |
| Q2 2025 | 498 | $8.19B |
| Q1 2025 | 492 | $7.67B |
| Q4 2024 | 471 | $8.40B |
| Q3 2024 | 439 | $6.93B |
| Q2 2024 | 456 | $6.40B |
| Q1 2024 | 469 | $7.59B |
| Q4 2023 | 479 | $7.55B |
| Q3 2023 | 444 | $6.02B |
| Q2 2023 | 438 | $5.72B |
| Q1 2023 | 458 | $5.96B |
| Q4 2022 | 461 | $7.12B |
| Q3 2022 | 430 | $6.84B |
| Q2 2022 | 441 | $6.37B |
| Q1 2022 | 449 | $8.60B |
| Q4 2021 | 313 | $4.89B |
| Q3 2021 | 292 | $4.74B |
| Q2 2021 | 295 | $4.43B |
| Q1 2021 | 299 | $4.40B |
Institutions, Q3 2021
Shares, value and share of portfolio for each institution holding Webster Financial Corp; share changes are against Q2 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Huntington National Bank | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 5 | $0 | 0.00% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 6 | $0 | 0.00% | 00.0% | Unchanged |
| Bourgeon Capital Management LLC | 4 | $0 | 0.00% | +4 | New |
| Meridian Wealth Partners, LLC | 6 | $0 | 0.00% | +6 | New |
| Parkside Financial Bank & Trust | 22 | $1.00K | 0.00% | 00.0% | Unchanged |
| Fieldpoint Private Securities, LLC | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 10 | $1.00K | 0.00% | +10 | New |
| Ellevest, Inc. | 13 | $1.00K | 0.00% | +13 | New |
| Bell Investment Advisors, Inc | 13 | $1.00K | 0.00% | +13 | New |
| Glassman Wealth Services | 32 | $2.00K | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 50 | $2.72K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 70 | $3.00K | 0.00% | −40−36.4% | Reduced |
| Carroll Financial Associates, Inc. | 85 | $4.00K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 68 | $4.00K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 65 | $4.00K | 0.00% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 87 | $5.00K | 0.00% | −1,875−95.6% | Reduced |
| NewSquare Capital LLC | 100 | $5.00K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 100 | $5.00K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 89 | $5.00K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 112 | $6.00K | 0.00% | −343−75.4% | Reduced |
| Highlander Capital Management, LLC | 116 | $6.00K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 101 | $6.00K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 138 | $8.00K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 154 | $8.00K | 0.00% | 00.0% | Unchanged |
| Piper Sandler & Co. | 138 | $8.00K | 0.01% | +138 | New |
| Gemmer Asset Management LLC | 173 | $9.00K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 191 | $10.0K | 0.00% | −196−50.6% | Reduced |
| Signaturefd, LLC | 187 | $10.0K | 0.00% | +95+103.3% | Added |
| TCI Wealth Advisors, Inc. | 175 | $10.0K | 0.00% | +108+161.2% | Added |
| Quadrant Capital Group LLC | 197 | $11.0K | 0.00% | +15+8.2% | Added |
| Peregrine Capital Management LLC | 219 | $12.0K | 0.00% | 00.0% | Unchanged |
| Security National Trust Co | 250 | $13.0K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 238 | $13.0K | 0.00% | +238 | New |
| FMR LLC | 262 | $14.0K | 0.00% | +30+12.9% | Added |
| TD Private Client Wealth LLC | 269 | $14.7K | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 300 | $16.8K | 0.01% | +300 | New |
| Berman Capital Advisors, LLC | 322 | $17.0K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 331 | $18.0K | 0.00% | +93+39.1% | Added |
| Sageworth Trust Co | 410 | $22.0K | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 412 | $22.0K | 0.01% | +412 | New |
| Harvest Fund Management Co., Ltd | 434 | $23.0K | 0.01% | −661−60.4% | Reduced |
| Northwestern Mutual Wealth Management Co | 450 | $25.0K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 472 | $26.0K | 0.00% | +46+10.8% | Added |
| JTC Employer Solutions Trusteee Ltd | 500 | $27.0K | 0.00% | +500 | New |
| Fifth Third Bancorp | 507 | $28.0K | 0.00% | +127+33.4% | Added |
| KBC Group NV | 558 | $30.0K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 580 | $32.0K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 761 | $34.0K | 0.03% | +761 | New |
| NN Investment Partners Holdings N.V. | 700 | $38.0K | 0.00% | +700 | New |
| Westport Asset Management Inc | 1,100 | $60.0K | 0.03% | 00.0% | Unchanged |
| Savior LLC | 1,145 | $62.0K | 0.06% | 00.0% | Unchanged |
| Walleye Trading LLC | 1,354 | $74.0K | 0.00% | −5,032−78.8% | Reduced |
| Financial Management Professionals, Inc. | 1,712 | $93.0K | 0.02% | −11−0.6% | Reduced |
| Simplex Trading, LLC | 1,744 | $94.0K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 1,814 | $99.0K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 1,989 | $108.0K | 0.00% | +160+8.7% | Added |
| Toronto Dominion Bank | 2,186 | $119.0K | 0.00% | +482+28.3% | Added |
| Ci Investments Inc. | 2,219 | $121.0K | 0.00% | +185+9.1% | Added |
| HighMark Wealth Management LLC | 2,515 | $137.0K | 0.10% | +19+0.8% | Added |
| Washington Trust Co | 2,788 | $152.0K | 0.00% | +86+3.2% | Added |
| Cullen/Frost Bankers, Inc. | 2,888 | $157.0K | 0.00% | 00.0% | Unchanged |
| Resources Investment Advisors, LLC. | 3,708 | $202.0K | 0.01% | +3,708 | New |
| Kestra Advisory Services, LLC | 3,885 | $212.0K | 0.00% | +43+1.1% | Added |
| Blair William & Co | 4,073 | $222.0K | 0.00% | +4,073 | New |
| Beck Mack & Oliver LLC | 4,091 | $223.0K | 0.01% | 00.0% | Unchanged |
| Arkadios Wealth Advisors | 4,214 | $229.0K | 0.03% | +800+23.4% | Added |
| Advisor Partners LLC | 4,356 | $237.0K | 0.02% | −138−3.1% | Reduced |
| Essex Savings Bank | 4,792 | $242.0K | 0.09% | 00.0% | Unchanged |
| Ingalls & Snyder LLC | 4,475 | $244.0K | 0.01% | 00.0% | Unchanged |
| Rossmore Private Capital | 4,477 | $244.0K | 0.04% | 00.0% | Unchanged |
| Connacht Asset Management LP | 4,492 | $245.0K | 0.28% | +4,492 | New |
| CWM Advisors, LLC | 4,545 | $248.0K | 0.03% | +4,545 | New |
| Franklin Resources Inc | 4,646 | $253.0K | 0.00% | −4,660−50.1% | Reduced |
| Utah Retirement Systems | 4,643 | $253.0K | 0.00% | −100−2.1% | Reduced |
| Bradley Foster & Sargent Inc | 4,867 | $265.0K | 0.01% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 4,983 | $271.0K | 0.00% | −1,764−26.1% | Reduced |
| Shelton Capital Management | 5,037 | $274.0K | 0.01% | 00.0% | Unchanged |
| Palisades Hudson Asset Management, L.P. | 5,152 | $281.0K | 0.13% | +41+0.8% | Added |
| Ironwood Investment Management LLC | 5,400 | $294.0K | 0.15% | 00.0% | Unchanged |
| Private Capital Group, LLC | 5,444 | $297.0K | 0.07% | +287+5.6% | Added |
| Sigma Planning Corp | 5,525 | $301.0K | 0.01% | 00.0% | Unchanged |
| Bard Financial Services, Inc. | 5,700 | $310.0K | 0.03% | 00.0% | Unchanged |
| Raymond James Trust N.A. | 5,858 | $319.0K | 0.01% | +1,090+22.9% | Added |
| Profund Advisors LLC | 6,034 | $329.0K | 0.01% | −6,616−52.3% | Reduced |
| Pictet Asset Management SA | 6,060 | $330.0K | 0.00% | +6,060 | New |
| Sky Investment Group LLC | 6,086 | $331.0K | 0.07% | 00.0% | Unchanged |
| Creative Planning | 6,114 | $333.0K | 0.00% | +435+7.7% | Added |
| LPL Financial LLC | 6,327 | $345.0K | 0.00% | −1,163−15.5% | Reduced |
| Private Advisor Group, LLC | 6,355 | $346.0K | 0.00% | −516−7.5% | Reduced |
| Tower Research Capital LLC (TRC) | 6,542 | $356.0K | 0.01% | −17,316−72.6% | Reduced |
| Maryland State Retirement & Pension System | 6,755 | $368.0K | 0.01% | 00.0% | Unchanged |
| FORA Capital, LLC | 6,833 | $372.0K | 0.09% | +6,833 | New |
| Brinker Capital Investments, LLC | 7,024 | $375.0K | 0.01% | 00.0% | Unchanged |
| Two Sigma Advisers, LP | 7,100 | $387.0K | 0.00% | +7,100 | New |
| Mission Wealth Management, LP | 7,221 | $393.0K | 0.02% | −127−1.7% | Reduced |
| Capula Management Ltd | 7,439 | $405.0K | 0.03% | +7,439 | New |
| Panagora Asset Management Inc | 7,472 | $407.0K | 0.00% | +240+3.3% | Added |
| Crossmark Global Holdings, Inc. | 7,970 | $434.0K | 0.01% | −10−0.1% | Reduced |
| Securian Asset Management, Inc | 8,124 | $442.0K | 0.01% | −186−2.2% | Reduced |