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, Q1 2022
Institutional positions in Webster Financial Corp as of Mar 31, 2022. 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
- 449
- +141 vs. Q4 2021
- Shares held
- 153.3M
- +65.8M (+75.2%) vs. Q4 2021
- Total value
- $8.60B
- +$3.71B (+76.0%) vs. Q4 2021
- New holders
- 168
- 202 more added
- Sold out
- 27
- 47 more reduced
5 institutions that held it in Q4 2021 haven't filed for Q1 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2022
Shares, value and share of portfolio for each institution holding Webster Financial Corp; share changes are against Q4 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Huntington National Bank | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Bourgeon Capital Management LLC | 4 | $0 | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 5 | $0 | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 6 | $0 | 0.00% | +6 | New |
| BDO Wealth Advisors, LLC | 14 | $1.00K | 0.00% | 00.0% | Unchanged |
| Ahrens Investment Partners LLC | 20 | $1.00K | 0.00% | +20 | New |
| Versant Capital Management, Inc | 24 | $1.00K | 0.00% | +24 | New |
| Sutton Wealth Advisors Inc. | 29 | $1.63K | 0.00% | +16+123.1% | Added |
| Schubert & Co | 31 | $2.00K | 0.00% | +18+138.5% | Added |
| Tarbox Family Office, Inc. | 34 | $2.00K | 0.00% | +34 | New |
| Disciplined Investments, LLC | 39 | $2.00K | 0.00% | +39 | New |
| Newbridge Financial Services Group, Inc. | 28 | $2.00K | 0.00% | +28 | New |
| Koshinski Asset Management, Inc. | 39 | $2.19K | 0.00% | +25+178.6% | Added |
| First Bank & Trust | 60 | $3.00K | 0.00% | +52+650.0% | Added |
| Lazard Asset Management LLC | 70 | $3.00K | 0.00% | +70 | New |
| Bedel Financial Consulting, Inc. | 46 | $3.00K | 0.00% | +46 | New |
| Global Retirement Partners, LLC | 65 | $3.00K | 0.00% | +65 | New |
| TCWP LLC | 63 | $3.00K | 0.00% | +63 | New |
| GW&K Investment Management, LLC | 72 | $4.00K | 0.00% | −66−47.8% | Reduced |
| Capital Analysts, LLC | 68 | $4.00K | 0.00% | 00.0% | Unchanged |
| Cordant, Inc. | 80 | $4.00K | 0.00% | +80 | New |
| FourThought Financial, LLC | 78 | $4.00K | 0.00% | +78 | New |
| Fortitude Advisory Group L.L.C. | 96 | $5.00K | 0.00% | 00.0% | Unchanged |
| Howe & Rusling Inc | 96 | $5.00K | 0.00% | +96 | New |
| Exane Derivatives | 99 | $5.56K | 0.00% | +99 | New |
| Tortoise Investment Management, LLC | 100 | $6.00K | 0.00% | 00.0% | Unchanged |
| Highlander Capital Management, LLC | 116 | $7.00K | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 125 | $7.00K | 0.00% | +25+25.0% | Added |
| JFS Wealth Advisors, LLC | 118 | $7.00K | 0.00% | +89+306.9% | Added |
| PFS Partners, LLC | 138 | $7.75K | 0.01% | +138 | New |
| Parkside Financial Bank & Trust | 149 | $8.00K | 0.00% | +127+577.3% | Added |
| Central Trust Co | 150 | $8.00K | 0.00% | +150 | New |
| Prestige Wealth Management Group LLC | 150 | $8.00K | 0.00% | +150 | New |
| Umb Bank N A | 166 | $9.00K | 0.00% | +98+144.1% | Added |
| Lenox Wealth Advisors, LLC | 185 | $9.00K | 0.00% | +165+825.0% | Added |
| Lindbrook Capital, LLC | 182 | $10.0K | 0.00% | +93+104.5% | Added |
| Sageworth Trust Co of South Dakota | 196 | $11.0K | 0.02% | −116−37.2% | Reduced |
| Peregrine Capital Management LLC | 219 | $12.0K | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 205 | $12.0K | 0.00% | +205 | New |
| Allworth Financial LP | 257 | $14.0K | 0.00% | +19+8.0% | Added |
| EverSource Wealth Advisors, LLC | 249 | $14.0K | 0.00% | +224+896.0% | Added |
| Tucker Asset Management LLC | 300 | $16.8K | 0.01% | 00.0% | Unchanged |
| Gemmer Asset Management LLC | 323 | $18.0K | 0.00% | +150+86.7% | Added |
| Spire Wealth Management | 339 | $19.0K | 0.00% | +339 | New |
| Fieldpoint Private Securities, LLC | 360 | $20.0K | 0.00% | +350+3,500.0% | Added |
| Jackson, Grant Investment Advisers, Inc. | 400 | $22.0K | 0.01% | +400 | New |
| Mascoma Wealth Management LLC | 412 | $23.0K | 0.01% | 00.0% | Unchanged |
| JTC Employer Solutions Trusteee Ltd | 500 | $28.0K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 485 | $28.0K | 0.00% | +151+45.2% | Added |
| Concord Wealth Partners | 562 | $32.0K | 0.01% | −47−7.7% | Reduced |
| Whittier Trust Co | 574 | $32.0K | 0.00% | +574 | New |
| Front Row Advisors LLC | 568 | $32.0K | 0.01% | +568 | New |
| Harvest Fund Management Co., Ltd | 675 | $37.0K | 0.01% | +241+55.5% | Added |
| First Horizon Advisors, Inc. | 669 | $38.0K | 0.00% | +659+6,590.0% | Added |
| NN Investment Partners Holdings N.V. | 700 | $39.0K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 690 | $39.0K | 0.00% | +690 | New |
| Community Bank, N.A. | 694 | $39.0K | 0.00% | +694 | New |
| Quent Capital, LLC | 833 | $47.0K | 0.01% | +833 | New |
| Glassman Wealth Services | 858 | $48.0K | 0.01% | +172+25.1% | Added |
| Quadrant Capital Group LLC | 852 | $48.0K | 0.01% | +733+616.0% | Added |
| Northwestern Mutual Wealth Management Co | 981 | $54.0K | 0.00% | +525+115.1% | Added |
| Longfellow Investment Management Co LLC | 1,005 | $57.0K | 0.01% | 00.0% | Unchanged |
| Prospera Financial Services Inc | 1,042 | $58.0K | 0.00% | +1,042 | New |
| Compagnie Lombard Odier SCmA | 1,057 | $59.0K | 0.00% | +1,057 | New |
| Covestor Ltd | 1,074 | $60.0K | 0.04% | +572+113.9% | Added |
| Westport Asset Management Inc | 1,100 | $61.0K | 0.03% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 1,111 | $62.0K | 0.00% | +919+478.6% | Added |
| Savior LLC | 1,145 | $66.0K | 0.05% | 00.0% | Unchanged |
| Storebrand Asset Management AS | 1,295 | $72.7K | 0.00% | +1,295 | New |
| Washington Trust Advisors, Inc. | 1,309 | $73.0K | 0.01% | −100−7.1% | Reduced |
| CWM, LLC | 1,390 | $78.0K | 0.00% | +1,305+1,535.3% | Added |
| Ellevest, Inc. | 1,489 | $84.0K | 0.01% | +1,443+3,137.0% | Added |
| SOA Wealth Advisors, LLC. | 1,528 | $85.0K | 0.02% | +1,528 | New |
| FinTrust Capital Advisors, LLC | 1,545 | $87.0K | 0.02% | +1,545 | New |
| Washington Trust Co | 1,569 | $88.0K | 0.00% | −1−0.1% | Reduced |
| Financial Management Professionals, Inc. | 1,728 | $97.0K | 0.02% | +16+0.9% | Added |
| Massmutual Trust Co FSB | 1,863 | $105.0K | 0.00% | +12+0.6% | Added |
| Meeder Asset Management Inc | 1,881 | $106.0K | 0.01% | +1,881 | New |
| Ci Investments Inc. | 2,070 | $116.0K | 0.00% | +569+37.9% | Added |
| American Portfolios Advisors | 2,533 | $142.2K | 0.00% | +2,161+580.9% | Added |
| HighMark Wealth Management LLC | 2,549 | $143.0K | 0.10% | +16+0.6% | Added |
| Point72 Hong Kong Ltd | 2,740 | $154.0K | 0.01% | −330−10.7% | Reduced |
| Cullen/Frost Bankers, Inc. | 2,888 | $162.0K | 0.00% | 00.0% | Unchanged |
| E. Ohman J:or Asset Management AB | 3,200 | $179.6K | 0.01% | +3,200 | New |
| Baystate Wealth Management LLC | 3,317 | $186.0K | 0.02% | +3,317 | New |
| Proequities, Inc. | 3,360 | $189.0K | 0.01% | +2,780+479.3% | Added |
| Money Concepts Capital Corp | 3,465 | $194.0K | 0.01% | +3,465 | New |
| Penbrook Management LLC | 3,580 | $201.0K | 0.13% | +3,580 | New |
| South Shore Capital Advisors | 3,590 | $201.0K | 0.33% | +3,590 | New |
| MAI Capital Management | 3,591 | $202.0K | 0.00% | +3,591 | New |
| Palouse Capital Management, Inc. | 3,657 | $205.0K | 0.09% | +3,657 | New |
| Cetera Investment Advisers | 3,652 | $205.0K | 0.00% | +3,652 | New |
| Resources Investment Advisors, LLC. | 3,715 | $208.0K | 0.01% | +3+0.1% | Added |
| Virtu Financial LLC | 3,796 | $213.0K | 0.02% | +3,796 | New |
| Quantamental Technologies LLC | 3,788 | $213.0K | 0.12% | +3,788 | New |
| Vestcor Inc | 3,813 | $214.0K | 0.01% | +2,844+293.5% | Added |
| M&T Bank Corp | 3,863 | $217.0K | 0.00% | +3,863 | New |
| Covenant Partners, LLC | 3,902 | $219.0K | 0.09% | +3,902 | New |
| GYL Financial Synergies, LLC | 3,894 | $219.0K | 0.05% | +3,894 | New |