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 |
|---|---|---|---|---|---|
| Maryland State Retirement & Pension System | 6,755 | $368.0K | 0.01% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 6,542 | $356.0K | 0.01% | −17,316−72.6% | Reduced |
| Private Advisor Group, LLC | 6,355 | $346.0K | 0.00% | −516−7.5% | Reduced |
| LPL Financial LLC | 6,327 | $345.0K | 0.00% | −1,163−15.5% | Reduced |
| Creative Planning | 6,114 | $333.0K | 0.00% | +435+7.7% | Added |
| Sky Investment Group LLC | 6,086 | $331.0K | 0.07% | 00.0% | Unchanged |
| Pictet Asset Management SA | 6,060 | $330.0K | 0.00% | +6,060 | New |
| Profund Advisors LLC | 6,034 | $329.0K | 0.01% | −6,616−52.3% | Reduced |
| Raymond James Trust N.A. | 5,858 | $319.0K | 0.01% | +1,090+22.9% | Added |
| Bard Financial Services, Inc. | 5,700 | $310.0K | 0.03% | 00.0% | Unchanged |
| Sigma Planning Corp | 5,525 | $301.0K | 0.01% | 00.0% | Unchanged |
| Private Capital Group, LLC | 5,444 | $297.0K | 0.07% | +287+5.6% | Added |
| Ironwood Investment Management LLC | 5,400 | $294.0K | 0.15% | 00.0% | Unchanged |
| Palisades Hudson Asset Management, L.P. | 5,152 | $281.0K | 0.13% | +41+0.8% | Added |
| Shelton Capital Management | 5,037 | $274.0K | 0.01% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 4,983 | $271.0K | 0.00% | −1,764−26.1% | Reduced |
| Bradley Foster & Sargent Inc | 4,867 | $265.0K | 0.01% | 00.0% | Unchanged |
| 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 |
| CWM Advisors, LLC | 4,545 | $248.0K | 0.03% | +4,545 | New |
| Connacht Asset Management LP | 4,492 | $245.0K | 0.28% | +4,492 | New |
| Ingalls & Snyder LLC | 4,475 | $244.0K | 0.01% | 00.0% | Unchanged |
| Rossmore Private Capital | 4,477 | $244.0K | 0.04% | 00.0% | Unchanged |
| Essex Savings Bank | 4,792 | $242.0K | 0.09% | 00.0% | Unchanged |
| Advisor Partners LLC | 4,356 | $237.0K | 0.02% | −138−3.1% | Reduced |
| Arkadios Wealth Advisors | 4,214 | $229.0K | 0.03% | +800+23.4% | Added |
| Beck Mack & Oliver LLC | 4,091 | $223.0K | 0.01% | 00.0% | Unchanged |
| Blair William & Co | 4,073 | $222.0K | 0.00% | +4,073 | New |
| Kestra Advisory Services, LLC | 3,885 | $212.0K | 0.00% | +43+1.1% | Added |
| Resources Investment Advisors, LLC. | 3,708 | $202.0K | 0.01% | +3,708 | New |
| Cullen/Frost Bankers, Inc. | 2,888 | $157.0K | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 2,788 | $152.0K | 0.00% | +86+3.2% | Added |
| HighMark Wealth Management LLC | 2,515 | $137.0K | 0.10% | +19+0.8% | Added |
| Ci Investments Inc. | 2,219 | $121.0K | 0.00% | +185+9.1% | Added |
| Toronto Dominion Bank | 2,186 | $119.0K | 0.00% | +482+28.3% | Added |
| US Bancorp | 1,989 | $108.0K | 0.00% | +160+8.7% | Added |
| Massmutual Trust Co FSB | 1,814 | $99.0K | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 1,744 | $94.0K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 1,712 | $93.0K | 0.02% | −11−0.6% | Reduced |
| Walleye Trading LLC | 1,354 | $74.0K | 0.00% | −5,032−78.8% | Reduced |
| Savior LLC | 1,145 | $62.0K | 0.06% | 00.0% | Unchanged |
| Westport Asset Management Inc | 1,100 | $60.0K | 0.03% | 00.0% | Unchanged |
| NN Investment Partners Holdings N.V. | 700 | $38.0K | 0.00% | +700 | New |
| Red Tortoise LLC | 761 | $34.0K | 0.03% | +761 | New |
| Proequities, Inc. | 580 | $32.0K | 0.00% | 00.0% | Unchanged |
| KBC Group NV | 558 | $30.0K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 507 | $28.0K | 0.00% | +127+33.4% | Added |
| JTC Employer Solutions Trusteee Ltd | 500 | $27.0K | 0.00% | +500 | New |
| Meeder Asset Management Inc | 472 | $26.0K | 0.00% | +46+10.8% | Added |
| Northwestern Mutual Wealth Management Co | 450 | $25.0K | 0.00% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 434 | $23.0K | 0.01% | −661−60.4% | Reduced |
| Sageworth Trust Co | 410 | $22.0K | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 412 | $22.0K | 0.01% | +412 | New |
| Parallel Advisors, LLC | 331 | $18.0K | 0.00% | +93+39.1% | Added |
| Berman Capital Advisors, LLC | 322 | $17.0K | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 300 | $16.8K | 0.01% | +300 | New |
| TD Private Client Wealth LLC | 269 | $14.7K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 262 | $14.0K | 0.00% | +30+12.9% | Added |
| Security National Trust Co | 250 | $13.0K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 238 | $13.0K | 0.00% | +238 | New |
| Peregrine Capital Management LLC | 219 | $12.0K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 197 | $11.0K | 0.00% | +15+8.2% | Added |
| 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 |
| Gemmer Asset Management LLC | 173 | $9.00K | 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 |
| 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 |
| 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 |
| 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 |
| Geneos Wealth Management Inc. | 70 | $3.00K | 0.00% | −40−36.4% | Reduced |
| West Paces Advisors Inc. | 50 | $2.72K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 32 | $2.00K | 0.00% | 00.0% | Unchanged |
| 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 |
| 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 |
| One Fin Capital Management LP | 0 | $0 | 0.00% | −160,000−100.0% | Sold out |
| LMR Partners LLP | 0 | $0 | 0.00% | −100,000−100.0% | Sold out |
| Stanley-Laman Group, Ltd. | 0 | $0 | 0.00% | −67,922−100.0% | Sold out |
| Dorsey Wright & Associates | 0 | $0 | 0.00% | −59,866−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −57,469−100.0% | Sold out |
| Mackenzie Financial Corp | 0 | $0 | 0.00% | −52,900−100.0% | Sold out |
| CNH Partners LLC | 0 | $0 | 0.00% | −37,051−100.0% | Sold out |
| Millennium Management LLC | 0 | $0 | 0.00% | −31,740−100.0% | Sold out |