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 |
|---|---|---|---|---|---|
| Parallel Advisors, LLC | 485 | $28.0K | 0.00% | +151+45.2% | Added |
| Mascoma Wealth Management LLC | 412 | $23.0K | 0.01% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 400 | $22.0K | 0.01% | +400 | New |
| Fieldpoint Private Securities, LLC | 360 | $20.0K | 0.00% | +350+3,500.0% | Added |
| Spire Wealth Management | 339 | $19.0K | 0.00% | +339 | New |
| Gemmer Asset Management LLC | 323 | $18.0K | 0.00% | +150+86.7% | Added |
| Tucker Asset Management LLC | 300 | $16.8K | 0.01% | 00.0% | Unchanged |
| 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 |
| Peregrine Capital Management LLC | 219 | $12.0K | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 205 | $12.0K | 0.00% | +205 | New |
| Sageworth Trust Co of South Dakota | 196 | $11.0K | 0.02% | −116−37.2% | Reduced |
| Lindbrook Capital, LLC | 182 | $10.0K | 0.00% | +93+104.5% | Added |
| 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 |
| 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 |
| PFS Partners, LLC | 138 | $7.75K | 0.01% | +138 | New |
| 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 |
| Tortoise Investment Management, LLC | 100 | $6.00K | 0.00% | 00.0% | Unchanged |
| Exane Derivatives | 99 | $5.56K | 0.00% | +99 | 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 |
| 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 |
| 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 |
| Koshinski Asset Management, Inc. | 39 | $2.19K | 0.00% | +25+178.6% | 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 |
| Sutton Wealth Advisors Inc. | 29 | $1.63K | 0.00% | +16+123.1% | Added |
| 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 |
| 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 |
| Allianz Asset Management GmbH | 0 | $0 | 0.00% | −263,112−100.0% | Sold out |
| Swiss National Bank | 0 | $0 | 0.00% | −199,400−100.0% | Sold out |
| Algebris (UK) Ltd | 0 | $0 | 0.00% | −109,920−100.0% | Sold out |
| Roubaix Capital, LLC | 0 | $0 | 0.00% | −49,827−100.0% | Sold out |
| FJ Capital Management LLC | 0 | $0 | 0.00% | −37,000−100.0% | Sold out |
| Cornercap Investment Counsel Inc | 0 | $0 | 0.00% | −22,880−100.0% | Sold out |
| Metropolitan Life Insurance Co | 0 | $0 | 0.00% | −16,196−100.0% | Sold out |
| Sciencast Management LP | 0 | $0 | 0.00% | −13,875−100.0% | Sold out |
| Winton Group Ltd | 0 | $0 | 0.00% | −14,386−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −12,563−100.0% | Sold out |
| Connor, Clark & Lunn Investment Management Ltd. | 0 | $0 | 0.00% | −11,454−100.0% | Sold out |
| Symmetry Partners, LLC | 0 | $0 | 0.00% | −10,906−100.0% | Sold out |
| Paloma Partners Management Co | 0 | $0 | 0.00% | −9,876−100.0% | Sold out |
| Pacer Advisors, Inc. | 0 | $0 | 0.00% | −9,402−100.0% | Sold out |
| Algert Global LLC | 0 | $0 | 0.00% | −8,868−100.0% | Sold out |
| Ridgewood Investments LLC | 0 | $0 | 0.00% | −8,799−100.0% | Sold out |
| Brown Advisory Inc | 0 | $0 | 0.00% | −8,540−100.0% | Sold out |
| Teza Capital Management LLC | 0 | $0 | 0.00% | −7,450−100.0% | Sold out |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −6,865−100.0% | Sold out |
| Los Angeles Capital Management LLC | 0 | $0 | 0.00% | −3,654−100.0% | Sold out |
| Comprehensive Financial Consultants Institutional, Inc. | 0 | $0 | 0.00% | −403−100.0% | Sold out |
| Confluence Wealth Services, Inc. | 0 | $0 | 0.00% | −306−100.0% | Sold out |
| TD Private Client Wealth LLC | 0 | $0 | 0.00% | −159−100.0% | Sold out |
| Retirement Planning Co of New England, Inc. | 0 | $0 | 0.00% | −155−100.0% | Sold out |
| Sageworth Trust Co | 0 | $0 | 0.00% | −94−100.0% | Sold out |
| West Paces Advisors Inc. | 0 | $0 | 0.00% | −55−100.0% | Sold out |
| Cambridge Trust Co | 0 | $0 | 0.00% | −5−100.0% | Sold out |
| Delphi Management Inc | – | – | – | – | Not filed |
| Harbour Investments, Inc. | – | – | – | – | Not filed |
| Carroll Financial Associates, Inc. | – | – | – | – | Not filed |
| NEXT Financial Group, Inc | – | – | – | – | Not filed |
| Bell Investment Advisors, Inc | – | – | – | – | Not filed |