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 2022
Institutional positions in Webster Financial Corp as of Sep 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
- 430
- −5 vs. Q2 2022
- Shares held
- 151.3M
- +718.8K (+0.5%) vs. Q2 2022
- Total value
- $6.84B
- +$491.3M (+7.7%) vs. Q2 2022
- New holders
- 44
- 151 more added
- Sold out
- 49
- 149 more reduced
6 institutions that held it in Q2 2022 haven't filed for Q3 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2022
Shares, value and share of portfolio for each institution holding Webster Financial Corp; share changes are against Q2 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Bourgeon Capital Management LLC | 4 | $0 | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 5 | $0 | 0.00% | 00.0% | Unchanged |
| Cribstone Capital Management, LLC | 5 | $0 | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 2 | $0 | 0.00% | +2 | New |
| AdvisorNet Financial, Inc | 15 | $1.00K | 0.00% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 14 | $1.00K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 21 | $1.00K | 0.00% | −3−12.5% | Reduced |
| Accel Wealth Management | 17 | $1.00K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 18 | $1.00K | 0.00% | +11+157.1% | Added |
| SJS Investment Consulting Inc. | 17 | $1.00K | 0.00% | +17 | New |
| Sutton Wealth Advisors Inc. | 23 | $1.04K | 0.00% | +15+187.5% | Added |
| Massmutual Trust Co FSB | 49 | $2.00K | 0.00% | −1,814−97.4% | Reduced |
| Investors Asset Management of Georgia Inc | 48 | $2.00K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 45 | $2.00K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 35 | $2.00K | 0.00% | +15+75.0% | Added |
| Clean Yield Group | 48 | $2.00K | 0.00% | +48 | New |
| Hexagon Capital Partners LLC | 35 | $2.00K | 0.00% | +35 | New |
| Harbour Investments, Inc. | 83 | $3.00K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 68 | $3.00K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 63 | $3.00K | 0.00% | +31+96.9% | Added |
| GW&K Investment Management, LLC | 72 | $3.00K | 0.00% | +72 | New |
| Private Trust Co NA | 78 | $4.00K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 65 | $4.00K | 0.00% | 00.0% | Unchanged |
| FourThought Financial, LLC | 95 | $4.00K | 0.00% | +17+21.8% | Added |
| Farmers & Merchants Investments Inc | 80 | $4.00K | 0.00% | +80 | New |
| Highlander Capital Management, LLC | 116 | $5.00K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 131 | $6.00K | 0.00% | −35−21.1% | Reduced |
| Lindbrook Capital, LLC | 139 | $6.00K | 0.00% | −12−7.9% | Reduced |
| Prestige Wealth Management Group LLC | 140 | $6.00K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 132 | $6.00K | 0.00% | −18−12.0% | Reduced |
| NewSquare Capital LLC | 125 | $6.00K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 122 | $6.00K | 0.00% | +122 | New |
| Moisand Fitzgerald Tamayo, LLC | 129 | $6.00K | 0.00% | +129 | New |
| PFS Partners, LLC | 138 | $6.24K | 0.01% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 153 | $7.00K | 0.00% | −31−16.8% | Reduced |
| Central Trust Co | 150 | $7.00K | 0.00% | 00.0% | Unchanged |
| Howe & Rusling Inc | 147 | $7.00K | 0.00% | +56+61.5% | Added |
| JFS Wealth Advisors, LLC | 150 | $7.00K | 0.00% | +129+614.3% | Added |
| Glassman Wealth Services | 183 | $8.00K | 0.00% | −50−21.5% | Reduced |
| Focused Wealth Management, Inc | 205 | $9.00K | 0.00% | 00.0% | Unchanged |
| Peregrine Capital Management LLC | 219 | $10.0K | 0.00% | 00.0% | Unchanged |
| Axiom Investment Management LLC | 256 | $11.0K | 0.02% | +256 | New |
| Riverview Trust Co | 299 | $14.0K | 0.01% | +299 | New |
| Spire Wealth Management | 339 | $15.0K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 321 | $15.0K | 0.00% | +59+22.5% | Added |
| Huntington National Bank | 346 | $16.0K | 0.00% | +127+58.0% | Added |
| Jackson, Grant Investment Advisers, Inc. | 400 | $18.0K | 0.01% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 412 | $19.0K | 0.01% | 00.0% | Unchanged |
| Allworth Financial LP | 431 | $19.0K | 0.00% | +420+3,818.2% | Added |
| Trust Co of Vermont | 467 | $21.0K | 0.00% | 00.0% | Unchanged |
| JTC Employer Solutions Trusteee Ltd | 500 | $23.0K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 559 | $25.0K | 0.00% | −500−47.2% | Reduced |
| Front Row Advisors LLC | 550 | $25.0K | 0.01% | −18−3.2% | Reduced |
| Whittier Trust Co | 574 | $26.0K | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 629 | $28.0K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 657 | $30.0K | 0.00% | +257+64.3% | Added |
| Community Bank, N.A. | 694 | $31.0K | 0.00% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 675 | $31.0K | 0.01% | 00.0% | Unchanged |
| Tobam | 720 | $33.0K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 776 | $35.0K | 0.01% | −764−49.6% | Reduced |
| Covestor Ltd | 847 | $38.0K | 0.03% | +30+3.7% | Added |
| EverSource Wealth Advisors, LLC | 889 | $40.0K | 0.01% | +617+226.8% | Added |
| Quent Capital, LLC | 917 | $41.0K | 0.01% | 00.0% | Unchanged |
| Longfellow Investment Management Co LLC | 1,005 | $45.0K | 0.01% | 00.0% | Unchanged |
| Bangor Savings Bank | 1,000 | $45.0K | 0.01% | 00.0% | Unchanged |
| Compagnie Lombard Odier SCmA | 1,057 | $48.0K | 0.00% | 00.0% | Unchanged |
| Ci Investments Inc. | 1,114 | $50.0K | 0.00% | −58−4.9% | Reduced |
| Westport Asset Management Inc | 1,100 | $50.0K | 0.03% | 00.0% | Unchanged |
| Savior LLC | 1,145 | $52.0K | 0.05% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 1,181 | $53.0K | 0.00% | +502+73.9% | Added |
| Northwestern Mutual Wealth Management Co | 1,191 | $54.0K | 0.00% | +77+6.9% | Added |
| Rockefeller Capital Management L.P. | 1,232 | $55.0K | 0.00% | −171−12.2% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 1,215 | $55.0K | 0.00% | 00.0% | Unchanged |
| Storebrand Asset Management AS | 1,295 | $58.5K | 0.00% | 00.0% | Unchanged |
| Aquatic Capital Management LLC | 1,300 | $59.0K | 0.01% | +1,300 | New |
| Financial Management Professionals, Inc. | 1,509 | $68.0K | 0.02% | 00.0% | Unchanged |
| Washington Trust Co | 1,567 | $71.0K | 0.00% | −1−0.1% | Reduced |
| Ellevest, Inc. | 1,663 | $75.0K | 0.01% | −255−13.3% | Reduced |
| FinTrust Capital Advisors, LLC | 1,545 | $77.0K | 0.02% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 1,715 | $78.0K | 0.00% | −47−2.7% | Reduced |
| Quadrant Capital Group LLC | 1,765 | $80.0K | 0.01% | +292+19.8% | Added |
| Assetmark, Inc | 1,912 | $86.0K | 0.00% | +325+20.5% | Added |
| Ronald Blue Trust, Inc. | 2,510 | $105.0K | 0.00% | +457+22.3% | Added |
| Banque Cantonale Vaudoise | 2,400 | $108.0K | 0.01% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 2,592 | $117.0K | 0.10% | +21+0.8% | Added |
| Cullen/Frost Bankers, Inc. | 2,741 | $124.0K | 0.00% | +628+29.7% | Added |
| Proequities, Inc. | 3,111 | $141.0K | 0.01% | −156−4.8% | Reduced |
| American Portfolios Advisors | 3,322 | $150.1K | 0.01% | +672+25.4% | Added |
| TCI Wealth Advisors, Inc. | 3,342 | $151.0K | 0.02% | −276−7.6% | Reduced |
| Money Concepts Capital Corp | 3,487 | $158.0K | 0.01% | +45+1.3% | Added |
| Creative Financial Designs Inc | 3,769 | $170.0K | 0.03% | +1,469+63.9% | Added |
| IFP Advisors, Inc | 2,707 | $178.0K | 0.01% | +21+0.8% | Added |
| CWM, LLC | 4,059 | $183.0K | 0.00% | +2,328+134.5% | Added |
| Vestcor Inc | 4,200 | $190.0K | 0.01% | +20+0.5% | Added |
| Rossmore Private Capital | 4,477 | $202.0K | 0.04% | +4,477 | New |
| Ingalls & Snyder LLC | 4,556 | $206.0K | 0.01% | +4,556 | New |
| CWM Advisors, LLC | 4,577 | $207.0K | 0.03% | −429−8.6% | Reduced |
| Tiaa, FSB | 4,584 | $207.0K | 0.00% | +4,584 | New |
| Canandaigua National Corp | 4,665 | $211.0K | 0.04% | +4,665 | New |
| Wipfli Financial Advisors LLC, | 4,677 | $211.0K | 0.01% | +4,677 | New |