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 |
|---|---|---|---|---|---|
| Parallel Advisors, LLC | 547 | $25.9K | 0.00% | −110−16.7% | Reduced |
| Red Tortoise LLC | 536 | $25.4K | 0.02% | +536 | New |
| JTC Employer Solutions Trusteee Ltd | 500 | $24.0K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 467 | $22.1K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 467 | $22.1K | 0.00% | +36+8.4% | Added |
| Community Bank, N.A. | 463 | $21.9K | 0.00% | −231−33.3% | Reduced |
| Kraematon Investment Advisors, Inc | 455 | $21.5K | 0.02% | +455 | New |
| Mascoma Wealth Management LLC | 412 | $19.5K | 0.01% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 400 | $18.9K | 0.01% | 00.0% | Unchanged |
| Quarry LP | 396 | $18.7K | 0.02% | +396 | New |
| Huntington National Bank | 346 | $16.4K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 339 | $16.0K | 0.00% | 00.0% | Unchanged |
| Riverview Trust Co | 299 | $14.0K | 0.01% | 00.0% | Unchanged |
| Silicon Valley Capital Partners | 266 | $12.6K | 0.00% | +266 | New |
| Comerica Securities,inc. | 244 | $11.6K | 0.00% | +244 | New |
| Harbour Investments, Inc. | 223 | $10.6K | 0.00% | +140+168.7% | Added |
| Peregrine Capital Management LLC | 219 | $10.0K | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 205 | $9.71K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 196 | $9.28K | 0.00% | +13+7.1% | Added |
| Harvest Fund Management Co., Ltd | 176 | $8.00K | 0.00% | −499−73.9% | Reduced |
| 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 |
| Central Trust Co | 150 | $7.10K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 140 | $6.63K | 0.00% | 00.0% | Unchanged |
| PFS Partners, LLC | 138 | $6.53K | 0.01% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 135 | $6.39K | 0.00% | −15−10.0% | Reduced |
| Umb Bank N A | 131 | $6.00K | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 125 | $5.92K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 121 | $5.73K | 0.00% | −11−8.3% | Reduced |
| Highlander Capital Management, LLC | 116 | $5.00K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 100 | $5.00K | 0.00% | +55+122.2% | Added |
| Private Trust Co NA | 78 | $4.00K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 80 | $3.79K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 65 | $3.09K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 68 | $3.00K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 53 | $2.51K | 0.00% | −10−15.9% | Reduced |
| Clean Yield Group | 48 | $2.27K | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 16 | $2.27K | 0.00% | +16 | 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 |
| SJS Investment Consulting Inc. | 34 | $1.61K | 0.00% | +17+100.0% | Added |
| Lee Financial Co | 34 | $1.61K | 0.00% | +34 | New |
| Sutton Wealth Advisors Inc. | 23 | $1.09K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 21 | $994 | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 20 | $947 | 0.00% | −15−42.9% | Reduced |
| Farther Finance Advisors, LLC | 18 | $852 | 0.00% | +18 | New |
| Accel Wealth Management | 17 | $811 | 0.00% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 16 | $757 | 0.00% | +16 | New |
| My Personal CFO, LLC | 15 | $710 | 0.00% | +15 | New |
| BDO Wealth Advisors, LLC | 14 | $663 | 0.00% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 12,588 | $596 | 0.00% | +976+8.4% | Added |
| AdvisorNet Financial, Inc | 10 | $473 | 0.00% | −5−33.3% | Reduced |
| Manchester Capital Management LLC | 5 | $237 | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 5 | $237 | 0.00% | +5 | New |
| Sofos Investments, Inc. | 47 | $222 | 0.00% | +47 | New |
| Hexagon Capital Partners LLC | 4 | $189 | 0.00% | −31−88.6% | Reduced |
| Bourgeon Capital Management LLC | 4 | $189 | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 2 | $95 | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 5 | $0 | 0.00% | −13−72.2% | Reduced |
| American National Bank | 5 | – | – | +5 | New |
| Putnam Investments LLC | 0 | $0 | 0.00% | −1,336,814−100.0% | Sold out |
| Carlson Capital L P | 0 | $0 | 0.00% | −133,700−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −79,843−100.0% | Sold out |
| Monarch Partners Asset Management LLC | 0 | $0 | 0.00% | −69,859−100.0% | Sold out |
| Brandywine Global Investment Management, LLC | 0 | $0 | 0.00% | −56,834−100.0% | Sold out |
| Caption Management, LLC | 0 | $0 | 0.00% | −24,600−100.0% | Sold out |
| Evercore Wealth Management, LLC | 0 | $0 | 0.00% | −23,616−100.0% | Sold out |
| Forsta Ap-Fonden | 0 | $0 | 0.00% | −20,300−100.0% | Sold out |
| ARS Investment Partners, LLC | 0 | $0 | 0.00% | −20,211−100.0% | Sold out |
| Hartline Investment Corp | 0 | $0 | 0.00% | −12,636−100.0% | Sold out |
| Buckingham Strategic Wealth, LLC | 0 | $0 | 0.00% | −12,445−100.0% | Sold out |
| AlphaCrest Capital Management LLC | 0 | $0 | 0.00% | −9,363−100.0% | Sold out |
| AXA S.A. | 0 | $0 | 0.00% | −4,923−100.0% | Sold out |
| American Trust | 0 | $0 | 0.00% | −4,882−100.0% | Sold out |
| Meeder Asset Management Inc | 0 | $0 | 0.00% | −1,715−100.0% | Sold out |
| FinTrust Capital Advisors, LLC | 0 | $0 | 0.00% | −1,545−100.0% | Sold out |
| Westport Asset Management Inc | 0 | $0 | 0.00% | −1,100−100.0% | Sold out |
| Longfellow Investment Management Co LLC | 0 | $0 | 0.00% | −1,005−100.0% | Sold out |
| Axiom Investment Management LLC | 0 | $0 | 0.00% | −256−100.0% | Sold out |
| Howe & Rusling Inc | 0 | $0 | 0.00% | −147−100.0% | Sold out |
| Plante Moran Financial Advisors, LLC | 0 | $0 | 0.00% | −122−100.0% | Sold out |
| Moisand Fitzgerald Tamayo, LLC | 0 | $0 | 0.00% | −129−100.0% | Sold out |
| Investors Asset Management of Georgia Inc | 0 | $0 | 0.00% | −48−100.0% | Sold out |
| Cribstone Capital Management, LLC | 0 | $0 | 0.00% | −5−100.0% | Sold out |
| Eaton Vance Management | – | – | – | – | Not filed |
| Walthausen & Co., LLC | – | – | – | – | Not filed |
| Inverness Counsel LLC | – | – | – | – | Not filed |
| Wipfli Financial Advisors LLC, | – | – | – | – | Not filed |
| American Portfolios Advisors | – | – | – | – | Not filed |
| FourThought Financial, LLC | – | – | – | – | Not filed |