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 2023
Institutional positions in Webster Financial Corp as of Mar 31, 2023. 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
- 458
- +4 vs. Q4 2022
- Shares held
- 151.2M
- +1.07M (+0.7%) vs. Q4 2022
- Total value
- $5.96B
- −$1.14B (−16.1%) vs. Q4 2022
- New holders
- 51
- 169 more added
- Sold out
- 47
- 171 more reduced
7 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2023
Shares, value and share of portfolio for each institution holding Webster Financial Corp; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Lazard Asset Management LLC | 9 | $0 | 0.00% | +9 | New |
| PSI Advisors, LLC | 2 | $79 | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 3 | $118 | 0.00% | −1−25.0% | Reduced |
| Bourgeon Capital Management LLC | 4 | $158 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 5 | $198 | 0.00% | +5 | New |
| Cubist Systematic Strategies, LLC | 6 | $237 | 0.00% | −148,857−100.0% | Reduced |
| Tfo-TDC, LLC | 6 | $237 | 0.00% | −10−62.5% | Reduced |
| Gradient Investments LLC | 6 | $237 | 0.00% | +6 | New |
| Horizon Investments, LLC | 8 | $311 | 0.00% | +8 | New |
| Wolff Wiese Magana LLC | 10 | $395 | 0.00% | +10 | New |
| BDO Wealth Advisors, LLC | 14 | $552 | 0.00% | 00.0% | Unchanged |
| Accel Wealth Management | 17 | $680 | 0.00% | 00.0% | Unchanged |
| Ahrens Investment Partners LLC | 20 | $788 | 0.00% | +20 | New |
| Schubert & Co | 20 | $789 | 0.00% | −33−62.3% | Reduced |
| SJS Investment Consulting Inc. | 21 | $828 | 0.00% | −13−38.2% | Reduced |
| Versant Capital Management, Inc | 21 | $828 | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 27 | $911 | 0.00% | −38−58.5% | Reduced |
| Morton Brown Family Wealth, LLC | 28 | $1.10K | 0.00% | +28 | New |
| AdvisorNet Financial, Inc | 30 | $1.18K | 0.00% | +20+200.0% | Added |
| Disciplined Investments, LLC | 34 | $1.34K | 0.00% | +14+70.0% | Added |
| Bogart Wealth, LLC | 40 | $1.58K | 0.00% | +40 | New |
| JFS Wealth Advisors, LLC | 41 | $1.62K | 0.00% | −94−69.6% | Reduced |
| Allworth Financial LP | 43 | $1.70K | 0.00% | −424−90.8% | Reduced |
| Bay Harbor Wealth Management, LLC | 45 | $1.77K | 0.00% | +45 | New |
| Richard W. Paul & Associates, LLC | 47 | $1.85K | 0.00% | +47 | New |
| Clean Yield Group | 48 | $1.89K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 44 | $2.00K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 63 | $2.48K | 0.00% | +63 | New |
| Bokf, NA | 68 | $2.68K | 0.00% | +68 | New |
| GWM Advisors LLC | 72 | $2.84K | 0.00% | −1,828−96.2% | Reduced |
| Psagot Value Holdings Ltd. / (Israel) | 77 | $3.00K | 0.00% | −4,123−98.2% | Reduced |
| Capital Analysts, LLC | 68 | $3.00K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 78 | $3.08K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 80 | $3.15K | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 100 | $3.94K | 0.00% | −25−20.0% | Reduced |
| Whittier Trust Co of Nevada Inc | 103 | $4.06K | 0.00% | +103 | New |
| Bell Investment Advisors, Inc | 108 | $4.26K | 0.00% | −13−10.7% | Reduced |
| Farther Finance Advisors, LLC | 122 | $4.81K | 0.00% | +104+577.8% | Added |
| Highlander Capital Management, LLC | 116 | $5.00K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 131 | $5.16K | 0.00% | 00.0% | Unchanged |
| PFS Partners, LLC | 138 | $5.44K | 0.01% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 140 | $5.52K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 150 | $5.91K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 163 | $6.43K | 0.00% | +163 | New |
| Sageworth Trust Co | 171 | $6.74K | 0.00% | +171 | New |
| Parkside Financial Bank & Trust | 171 | $6.74K | 0.00% | +19+12.5% | Added |
| Harvest Fund Management Co., Ltd | 176 | $7.00K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 170 | $7.00K | 0.00% | +70+70.0% | Added |
| Massmutual Trust Co FSB | 181 | $7.13K | 0.00% | +132+269.4% | Added |
| Glassman Wealth Services | 185 | $7.29K | 0.00% | −11−5.6% | Reduced |
| Group One Trading, L.P. | 202 | $7.96K | 0.00% | +202 | New |
| Focused Wealth Management, Inc | 205 | $8.08K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 219 | $8.63K | 0.00% | −127−36.7% | Reduced |
| Peregrine Capital Management LLC | 219 | $8.63K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 259 | $10.2K | 0.00% | +107+70.4% | Added |
| Silicon Valley Capital Partners | 268 | $10.6K | 0.00% | +2+0.8% | Added |
| 25 LLC | 327 | $10.8K | 0.01% | +327 | New |
| Riverview Trust Co | 299 | $11.8K | 0.01% | 00.0% | Unchanged |
| CVA Family Office, LLC | 315 | $12.4K | 0.00% | +310+6,200.0% | Added |
| Spire Wealth Management | 339 | $13.4K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 421 | $15.7K | 0.00% | +421 | New |
| Jackson, Grant Investment Advisers, Inc. | 400 | $15.8K | 0.01% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 461 | $18.2K | 0.00% | −98−17.5% | Reduced |
| Community Bank, N.A. | 463 | $18.2K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 467 | $18.4K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 511 | $20.1K | 0.00% | −36−6.6% | Reduced |
| Red Tortoise LLC | 528 | $20.8K | 0.01% | −8−1.5% | Reduced |
| Front Row Advisors LLC | 553 | $22.0K | 0.01% | +3+0.5% | Added |
| Johnson Financial Group, Inc. | 565 | $22.3K | 0.00% | +565 | New |
| Whittier Trust Co | 574 | $22.6K | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 631 | $24.9K | 0.00% | −23,663−97.4% | Reduced |
| New England Capital Financial Advisors LLC | 646 | $25.5K | 0.02% | +4+0.6% | Added |
| Park Place Capital Corp | 669 | $26.4K | 0.01% | −9−1.3% | Reduced |
| Quent Capital, LLC | 754 | $29.7K | 0.01% | +99+15.1% | Added |
| EverSource Wealth Advisors, LLC | 765 | $30.2K | 0.00% | −94−10.9% | Reduced |
| SOA Wealth Advisors, LLC. | 788 | $31.1K | 0.01% | +6+0.8% | Added |
| AllSquare Wealth Management LLC | 877 | $34.6K | 0.02% | +877 | New |
| Harbour Investments, Inc. | 905 | $35.7K | 0.00% | +682+305.8% | Added |
| Bangor Savings Bank | 1,000 | $39.4K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 1,019 | $40.2K | 0.00% | −339−25.0% | Reduced |
| Compagnie Lombard Odier SCmA | 1,057 | $41.7K | 0.00% | −1,273−54.6% | Reduced |
| Savior LLC | 1,145 | $45.1K | 0.04% | 00.0% | Unchanged |
| Quarry LP | 1,227 | $48.4K | 0.03% | +831+209.8% | Added |
| Covestor Ltd | 1,276 | $50.0K | 0.04% | +652+104.5% | Added |
| Benjamin F. Edwards & Company, Inc. | 1,429 | $56.0K | 0.00% | +21+1.5% | Added |
| Financial Management Professionals, Inc. | 1,487 | $59.0K | 0.01% | −5−0.3% | Reduced |
| Ci Investments Inc. | 1,547 | $61.0K | 0.00% | +122+8.6% | Added |
| Washington Trust Co | 1,560 | $61.5K | 0.00% | −1−0.1% | Reduced |
| DuPont Capital Management Corp | 1,668 | $65.8K | 0.00% | +1,668 | New |
| Machina Capital S.A.S. | 1,673 | $66.0K | 0.06% | +1,673 | New |
| Ridgewood Investments LLC | 1,775 | $70.0K | 0.04% | +1,775 | New |
| Northwestern Mutual Wealth Management Co | 1,836 | $72.4K | 0.00% | +766+71.6% | Added |
| Ellevest, Inc. | 1,873 | $73.8K | 0.01% | +64+3.5% | Added |
| Banque Cantonale Vaudoise | 2,400 | $95.0K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 2,447 | $96.5K | 0.01% | −169−6.5% | Reduced |
| Cullen/Frost Bankers, Inc. | 2,606 | $102.7K | 0.00% | −135−4.9% | Reduced |
| HighMark Wealth Management LLC | 2,630 | $103.7K | 0.08% | +19+0.7% | Added |
| Dark Forest Capital Management LP | 2,868 | $113.1K | 0.03% | +2,868 | New |
| Proequities, Inc. | 3,077 | $121.3K | 0.01% | +19+0.6% | Added |
| WealthPLAN Partners, LLC | 3,168 | $124.9K | 0.01% | +3,168 | New |