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, Q2 2022
Institutional positions in Webster Financial Corp as of Jun 30, 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
- 441
- +1 vs. Q1 2022
- Shares held
- 151.2M
- −1.10M (−0.7%) vs. Q1 2022
- Total value
- $6.37B
- −$2.17B (−25.4%) vs. Q1 2022
- New holders
- 63
- 142 more added
- Sold out
- 62
- 161 more reduced
9 institutions that held it in Q1 2022 haven't filed for Q2 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2022: 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, Q2 2022
Shares, value and share of portfolio for each institution holding Webster Financial Corp; share changes are against Q1 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Allworth Financial LP | 11 | $0 | 0.00% | −246−95.7% | Reduced |
| Bourgeon Capital Management LLC | 4 | $0 | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 5 | $0 | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 7 | $0 | 0.00% | +7 | New |
| Cribstone Capital Management, LLC | 5 | $0 | 0.00% | +5 | New |
| Sutton Wealth Advisors Inc. | 8 | $337 | 0.00% | −21−72.4% | Reduced |
| JFS Wealth Advisors, LLC | 21 | $1.00K | 0.00% | −97−82.2% | Reduced |
| Disciplined Investments, LLC | 20 | $1.00K | 0.00% | −19−48.7% | Reduced |
| Schubert & Co | 32 | $1.00K | 0.00% | +1+3.2% | Added |
| Ahrens Investment Partners LLC | 20 | $1.00K | 0.00% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 14 | $1.00K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 24 | $1.00K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 15 | $1.00K | 0.00% | +15 | New |
| Accel Wealth Management | 17 | $1.00K | 0.00% | +17 | New |
| Fieldpoint Private Securities, LLC | 53 | $2.00K | 0.00% | −307−85.3% | Reduced |
| Investors Asset Management of Georgia Inc | 48 | $2.00K | 0.00% | +48 | New |
| Bessemer Group Inc | 45 | $2.00K | 0.00% | +45 | New |
| Steward Financial Group LLC | 56 | $2.00K | 0.00% | +56 | New |
| Capital Analysts, LLC | 68 | $3.00K | 0.00% | 00.0% | Unchanged |
| FourThought Financial, LLC | 78 | $3.00K | 0.00% | 00.0% | Unchanged |
| First Bank & Trust | 60 | $3.00K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 65 | $3.00K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 83 | $3.00K | 0.00% | +83 | New |
| Private Trust Co NA | 78 | $3.00K | 0.00% | +78 | New |
| ClariVest Asset Management LLC | 90 | $4.00K | 0.00% | −10,693−99.2% | Reduced |
| Sageworth Trust Co of South Dakota | 89 | $4.00K | 0.01% | −107−54.6% | Reduced |
| Howe & Rusling Inc | 91 | $4.00K | 0.00% | −5−5.2% | Reduced |
| Highlander Capital Management, LLC | 116 | $5.00K | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 125 | $5.00K | 0.00% | 00.0% | Unchanged |
| PFS Partners, LLC | 138 | $5.82K | 0.01% | 00.0% | Unchanged |
| Concord Wealth Partners | 138 | $6.00K | 0.00% | −424−75.4% | Reduced |
| Lindbrook Capital, LLC | 151 | $6.00K | 0.00% | −31−17.0% | Reduced |
| Central Trust Co | 150 | $6.00K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 140 | $6.00K | 0.00% | −10−6.7% | Reduced |
| Bell Investment Advisors, Inc | 150 | $6.00K | 0.00% | +150 | New |
| Umb Bank N A | 166 | $7.00K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 155 | $7.00K | 0.00% | +155 | New |
| Parkside Financial Bank & Trust | 184 | $8.00K | 0.00% | +35+23.5% | Added |
| Evoke Wealth, LLC | 183 | $8.00K | 0.00% | +183 | New |
| Peregrine Capital Management LLC | 219 | $9.00K | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 205 | $9.00K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 219 | $9.00K | 0.00% | +218+21,800.0% | Added |
| Glassman Wealth Services | 233 | $10.0K | 0.00% | −625−72.8% | Reduced |
| EverSource Wealth Advisors, LLC | 272 | $11.0K | 0.00% | +23+9.2% | Added |
| Crewe Advisors LLC | 262 | $11.0K | 0.00% | +262 | New |
| Sound Income Strategies, LLC | 304 | $13.0K | 0.00% | +304 | New |
| Spire Wealth Management | 339 | $14.0K | 0.00% | 00.0% | Unchanged |
| Heritage Financial Services, LLC | 352 | $14.0K | 0.01% | +352 | New |
| Parallel Advisors, LLC | 400 | $17.0K | 0.00% | −85−17.5% | Reduced |
| Mascoma Wealth Management LLC | 412 | $17.0K | 0.01% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 400 | $17.0K | 0.01% | 00.0% | Unchanged |
| Venture Visionary Partners LLC | 466 | $19.6K | 0.00% | +466 | New |
| Trust Co of Vermont | 467 | $20.0K | 0.00% | +467 | New |
| JTC Employer Solutions Trusteee Ltd | 500 | $21.0K | 0.00% | 00.0% | Unchanged |
| PEAK6 Investments LLC | 565 | $23.2K | 0.00% | +565 | New |
| Whittier Trust Co | 574 | $24.0K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 568 | $24.0K | 0.01% | 00.0% | Unchanged |
| National Bank of Canada | 629 | $27.0K | 0.00% | +629 | New |
| First Horizon Advisors, Inc. | 679 | $28.0K | 0.00% | +10+1.5% | Added |
| Harvest Fund Management Co., Ltd | 675 | $28.0K | 0.01% | 00.0% | Unchanged |
| Community Bank, N.A. | 694 | $30.0K | 0.00% | 00.0% | Unchanged |
| Tobam | 720 | $30.0K | 0.00% | +720 | New |
| Neo Ivy Capital Management | 760 | $32.0K | 0.09% | +760 | New |
| Covestor Ltd | 817 | $34.0K | 0.03% | −257−23.9% | Reduced |
| Quent Capital, LLC | 917 | $39.0K | 0.01% | +84+10.1% | Added |
| Bangor Savings Bank | 1,000 | $42.0K | 0.00% | +1,000 | New |
| Longfellow Investment Management Co LLC | 1,005 | $43.0K | 0.01% | 00.0% | Unchanged |
| Prospera Financial Services Inc | 1,042 | $44.0K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 1,059 | $45.0K | 0.00% | −250−19.1% | Reduced |
| Compagnie Lombard Odier SCmA | 1,057 | $45.0K | 0.00% | 00.0% | Unchanged |
| Westport Asset Management Inc | 1,100 | $46.0K | 0.03% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 1,114 | $47.0K | 0.00% | +133+13.6% | Added |
| Savior LLC | 1,145 | $48.0K | 0.04% | 00.0% | Unchanged |
| Ci Investments Inc. | 1,172 | $49.0K | 0.00% | −898−43.4% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 1,215 | $51.0K | 0.00% | +1,215 | New |
| Storebrand Asset Management AS | 1,295 | $54.6K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 1,403 | $58.0K | 0.00% | +292+26.3% | Added |
| Quadrant Capital Group LLC | 1,473 | $62.0K | 0.01% | +621+72.9% | Added |
| Financial Management Professionals, Inc. | 1,509 | $64.0K | 0.02% | −219−12.7% | Reduced |
| SOA Wealth Advisors, LLC. | 1,540 | $64.0K | 0.02% | +12+0.8% | Added |
| Washington Trust Co | 1,568 | $66.0K | 0.00% | −1−0.1% | Reduced |
| Assetmark, Inc | 1,587 | $67.0K | 0.00% | +897+130.0% | Added |
| FinTrust Capital Advisors, LLC | 1,545 | $70.0K | 0.02% | 00.0% | Unchanged |
| CWM, LLC | 1,731 | $73.0K | 0.00% | +341+24.5% | Added |
| Meeder Asset Management Inc | 1,762 | $74.0K | 0.00% | −119−6.3% | Reduced |
| Massmutual Trust Co FSB | 1,863 | $79.0K | 0.00% | 00.0% | Unchanged |
| Ellevest, Inc. | 1,918 | $81.0K | 0.01% | +429+28.8% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 2,112 | $89.0K | 0.00% | −14,096−87.0% | Reduced |
| Cullen/Frost Bankers, Inc. | 2,113 | $89.0K | 0.00% | −775−26.8% | Reduced |
| Creative Financial Designs Inc | 2,300 | $97.0K | 0.02% | +2,300 | New |
| Banque Cantonale Vaudoise | 2,400 | $101.0K | 0.01% | +2,400 | New |
| HighMark Wealth Management LLC | 2,571 | $108.0K | 0.09% | +22+0.9% | Added |
| American Portfolios Advisors | 2,650 | $111.7K | 0.00% | +117+4.6% | Added |
| Ronald Blue Trust, Inc. | 2,053 | $115.0K | 0.00% | +2,053 | New |
| Private Capital Group, LLC | 2,752 | $116.0K | 0.09% | −3,655−57.0% | Reduced |
| Asahi Life Asset Management Co., Ltd. | 3,200 | $135.0K | 0.04% | −2,710−45.9% | Reduced |
| Proequities, Inc. | 3,267 | $138.0K | 0.01% | −93−2.8% | Reduced |
| Money Concepts Capital Corp | 3,442 | $147.0K | 0.01% | −23−0.7% | Reduced |
| TCI Wealth Advisors, Inc. | 3,618 | $152.0K | 0.02% | −460−11.3% | Reduced |
| IFP Advisors, Inc | 2,686 | $176.0K | 0.01% | −2,064−43.5% | Reduced |