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, Q4 2022
Institutional positions in Webster Financial Corp as of Dec 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
- 461
- +37 vs. Q3 2022
- Shares held
- 150.3M
- −689.1K (−0.5%) vs. Q3 2022
- Total value
- $7.12B
- +$289.0M (+4.2%) vs. Q3 2022
- New holders
- 61
- 155 more added
- Sold out
- 24
- 163 more reduced
6 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2022
Shares, value and share of portfolio for each institution holding Webster Financial Corp; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Capital Advisors, Ltd. LLC | 5 | $0 | 0.00% | −13−72.2% | Reduced |
| PSI Advisors, LLC | 2 | $95 | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 4 | $189 | 0.00% | −31−88.6% | Reduced |
| Bourgeon Capital Management LLC | 4 | $189 | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 47 | $222 | 0.00% | +47 | New |
| Manchester Capital Management LLC | 5 | $237 | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 5 | $237 | 0.00% | +5 | New |
| AdvisorNet Financial, Inc | 10 | $473 | 0.00% | −5−33.3% | Reduced |
| Private Advisor Group, LLC | 12,588 | $596 | 0.00% | +976+8.4% | Added |
| BDO Wealth Advisors, LLC | 14 | $663 | 0.00% | 00.0% | Unchanged |
| My Personal CFO, LLC | 15 | $710 | 0.00% | +15 | New |
| Baker Avenue Asset Management, LP | 16 | $757 | 0.00% | +16 | New |
| Accel Wealth Management | 17 | $811 | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 18 | $852 | 0.00% | +18 | New |
| Disciplined Investments, LLC | 20 | $947 | 0.00% | −15−42.9% | Reduced |
| Versant Capital Management, Inc | 21 | $994 | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 23 | $1.09K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 34 | $1.61K | 0.00% | +17+100.0% | Added |
| Lee Financial Co | 34 | $1.61K | 0.00% | +34 | New |
| GW&K Investment Management, LLC | 44 | $2.00K | 0.00% | −28−38.9% | Reduced |
| Massmutual Trust Co FSB | 49 | $2.00K | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 16 | $2.27K | 0.00% | +16 | New |
| Clean Yield Group | 48 | $2.27K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 53 | $2.51K | 0.00% | −10−15.9% | Reduced |
| Capital Analysts, LLC | 68 | $3.00K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 65 | $3.09K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 80 | $3.79K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 78 | $4.00K | 0.00% | 00.0% | Unchanged |
| Highlander Capital Management, LLC | 116 | $5.00K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 100 | $5.00K | 0.00% | +55+122.2% | Added |
| Bell Investment Advisors, Inc | 121 | $5.73K | 0.00% | −11−8.3% | Reduced |
| NewSquare Capital LLC | 125 | $5.92K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 131 | $6.00K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 135 | $6.39K | 0.00% | −15−10.0% | Reduced |
| PFS Partners, LLC | 138 | $6.53K | 0.01% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 140 | $6.63K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 150 | $7.10K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 152 | $7.20K | 0.00% | −169−52.6% | Reduced |
| Parkside Financial Bank & Trust | 152 | $7.20K | 0.00% | −1−0.7% | Reduced |
| Lindbrook Capital, LLC | 152 | $7.20K | 0.00% | +13+9.4% | Added |
| Harvest Fund Management Co., Ltd | 176 | $8.00K | 0.00% | −499−73.9% | Reduced |
| Glassman Wealth Services | 196 | $9.28K | 0.00% | +13+7.1% | Added |
| Focused Wealth Management, Inc | 205 | $9.71K | 0.00% | 00.0% | Unchanged |
| Peregrine Capital Management LLC | 219 | $10.0K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 223 | $10.6K | 0.00% | +140+168.7% | Added |
| Comerica Securities,inc. | 244 | $11.6K | 0.00% | +244 | New |
| Silicon Valley Capital Partners | 266 | $12.6K | 0.00% | +266 | New |
| Riverview Trust Co | 299 | $14.0K | 0.01% | 00.0% | Unchanged |
| Spire Wealth Management | 339 | $16.0K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 346 | $16.4K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 396 | $18.7K | 0.02% | +396 | New |
| Jackson, Grant Investment Advisers, Inc. | 400 | $18.9K | 0.01% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 412 | $19.5K | 0.01% | 00.0% | Unchanged |
| Kraematon Investment Advisors, Inc | 455 | $21.5K | 0.02% | +455 | New |
| Community Bank, N.A. | 463 | $21.9K | 0.00% | −231−33.3% | Reduced |
| Trust Co of Vermont | 467 | $22.1K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 467 | $22.1K | 0.00% | +36+8.4% | Added |
| JTC Employer Solutions Trusteee Ltd | 500 | $24.0K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 536 | $25.4K | 0.02% | +536 | New |
| Parallel Advisors, LLC | 547 | $25.9K | 0.00% | −110−16.7% | Reduced |
| Front Row Advisors LLC | 550 | $26.0K | 0.01% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 559 | $26.5K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 574 | $27.2K | 0.00% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 642 | $29.9K | 0.02% | +642 | New |
| Covestor Ltd | 624 | $30.0K | 0.02% | −223−26.3% | Reduced |
| Quent Capital, LLC | 655 | $31.0K | 0.01% | −262−28.6% | Reduced |
| Park Place Capital Corp | 678 | $32.0K | 0.01% | +678 | New |
| Tobam | 720 | $34.0K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 782 | $37.0K | 0.01% | +6+0.8% | Added |
| EverSource Wealth Advisors, LLC | 859 | $40.6K | 0.01% | −30−3.4% | Reduced |
| Kapitalo Investimentos Ltda | 890 | $42.1K | 0.03% | +890 | New |
| Bangor Savings Bank | 1,000 | $47.0K | 0.01% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 1,070 | $50.7K | 0.00% | −121−10.2% | Reduced |
| Neo Ivy Capital Management | 1,074 | $51.0K | 0.03% | +1,074 | New |
| Savior LLC | 1,145 | $54.2K | 0.05% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 1,271 | $60.0K | 0.00% | +39+3.2% | Added |
| First Horizon Advisors, Inc. | 1,358 | $64.3K | 0.00% | +177+15.0% | Added |
| Benjamin F. Edwards & Company, Inc. | 1,408 | $67.0K | 0.00% | +193+15.9% | Added |
| Ci Investments Inc. | 1,425 | $67.0K | 0.00% | +311+27.9% | Added |
| Financial Management Professionals, Inc. | 1,492 | $71.0K | 0.01% | −17−1.1% | Reduced |
| Washington Trust Co | 1,561 | $73.9K | 0.00% | −6−0.4% | Reduced |
| Canada Pension Plan Investment Board | 1,700 | $80.5K | 0.00% | −21,000−92.5% | Reduced |
| Ellevest, Inc. | 1,809 | $85.6K | 0.01% | +146+8.8% | Added |
| GWM Advisors LLC | 1,900 | $86.2K | 0.00% | +1,900 | New |
| BI Asset Management Fondsmaeglerselskab A/S | 2,005 | $95.0K | 0.00% | +2,005 | New |
| Belpointe Asset Management LLC | 2,030 | $96.1K | 0.01% | +2,030 | New |
| Assetmark, Inc | 2,262 | $107.1K | 0.00% | +350+18.3% | Added |
| Compagnie Lombard Odier SCmA | 2,330 | $110.0K | 0.00% | +1,273+120.4% | Added |
| Banque Cantonale Vaudoise | 2,400 | $114.0K | 0.01% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 2,611 | $123.6K | 0.09% | +19+0.7% | Added |
| Quadrant Capital Group LLC | 2,616 | $123.8K | 0.01% | +851+48.2% | Added |
| Cullen/Frost Bankers, Inc. | 2,741 | $129.8K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 3,058 | $144.8K | 0.01% | −53−1.7% | Reduced |
| E. Ohman J:or Asset Management AB | 3,200 | $151.5K | 0.01% | −5,000−61.0% | Reduced |
| TCI Wealth Advisors, Inc. | 3,342 | $158.2K | 0.02% | 00.0% | Unchanged |
| Money Concepts Capital Corp | 3,442 | $162.9K | 0.01% | −45−1.3% | Reduced |
| IFP Advisors, Inc | 2,681 | $176.0K | 0.01% | −26−1.0% | Reduced |
| Creative Financial Designs Inc | 3,836 | $181.6K | 0.03% | +67+1.8% | Added |
| Armstrong Advisory Group, Inc | 4,049 | $191.7K | 0.03% | +4,049 | New |
| Vestcor Inc | 4,173 | $198.0K | 0.01% | −27−0.6% | Reduced |