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 |
|---|---|---|---|---|---|
| Smithfield Trust Co | 3,198 | $125.0K | 0.01% | +3,198 | New |
| Assetmark, Inc | 3,193 | $125.9K | 0.00% | +931+41.2% | Added |
| E. Ohman J:or Asset Management AB | 3,200 | $126.1K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 3,331 | $131.3K | 0.02% | −718−17.7% | Reduced |
| TCI Wealth Advisors, Inc. | 3,343 | $131.8K | 0.02% | +10.0% | Added |
| IFP Advisors, Inc | 2,096 | $136.6K | 0.01% | −585−21.8% | Reduced |
| Creative Financial Designs Inc | 3,588 | $141.4K | 0.02% | −248−6.5% | Reduced |
| PEAK6 Investments LLC | 3,715 | $146.4K | 0.01% | −8,038−68.4% | Reduced |
| Itau Unibanco Holding S.A. | 3,817 | $150.5K | 0.01% | +3,817 | New |
| Steward Partners Investment Advisory, LLC | 3,821 | $150.6K | 0.00% | −71,289−94.9% | Reduced |
| Kapitalo Investimentos Ltda | 3,941 | $155.4K | 0.05% | +3,051+342.8% | Added |
| CWM, LLC | 3,960 | $156.0K | 0.00% | −328−7.6% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 4,090 | $161.0K | 0.00% | +2,085+104.0% | Added |
| Vestcor Inc | 4,173 | $164.0K | 0.01% | 00.0% | Unchanged |
| Firestone Capital Management | 5,093 | $200.8K | 0.07% | 00.0% | Unchanged |
| Aigen Investment Management, LP | 5,105 | $201.2K | 0.03% | +5,105 | New |
| Benin Management CORP | 5,124 | $202.0K | 0.08% | 00.0% | Unchanged |
| Panagora Asset Management Inc | 5,300 | $208.9K | 0.00% | 00.0% | Unchanged |
| Meiji Yasuda Asset Management Co Ltd. | 5,310 | $209.0K | 0.01% | +200+3.9% | Added |
| Bleakley Financial Group, LLC | 5,416 | $213.5K | 0.01% | +1,013+23.0% | Added |
| Sawtooth Solutions, LLC | 5,427 | $213.9K | 0.01% | +5,427 | New |
| CIBC World Markets Inc. | 5,502 | $217.0K | 0.00% | 00.0% | Unchanged |
| Journey Strategic Wealth LLC | 5,506 | $217.0K | 0.02% | −98−1.7% | Reduced |
| Modera Wealth Management, LLC | 5,566 | $219.4K | 0.01% | 00.0% | Unchanged |
| Sigma Planning Corp | 5,579 | $219.9K | 0.01% | 00.0% | Unchanged |
| Greenleaf Trust | 5,606 | $221.0K | 0.00% | −3−0.1% | Reduced |
| Essex Savings Bank | 5,647 | $222.5K | 0.08% | +6+0.1% | Added |
| Acrisure Capital Management, LLC | 5,675 | $223.7K | 0.23% | +5,675 | New |
| AE Wealth Management LLC | 5,684 | $224.1K | 0.00% | +5,684 | New |
| Sky Investment Group LLC | 5,686 | $224.1K | 0.05% | −300−5.0% | Reduced |
| Mercer Global Advisors Inc | 5,914 | $233.0K | 0.00% | −728−11.0% | Reduced |
| Sterling Financial Planning, Inc. | 5,955 | $234.7K | 0.13% | 00.0% | Unchanged |
| Cetera Investment Advisers | 6,140 | $242.0K | 0.00% | +6,140 | New |
| Addison Capital Co | 6,183 | $244.0K | 0.18% | 00.0% | Unchanged |
| MML Investors Services, LLC | 6,417 | $253.0K | 0.00% | +6,417 | New |
| Veritable, L.P. | 6,564 | $258.8K | 0.00% | +864+15.2% | Added |
| Advisor Partners II, LLC | 6,573 | $259.1K | 0.01% | −757−10.3% | Reduced |
| Vinva Investment Management Ltd | 6,681 | $260.6K | 0.02% | +6,681 | New |
| Boothbay Fund Management, LLC | 6,838 | $269.6K | 0.01% | −70,226−91.1% | Reduced |
| CWM Advisors, LLC | 6,939 | $273.5K | 0.03% | +1,969+39.6% | Added |
| Silvercrest Asset Management Group LLC | 6,985 | $275.3K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 6,988 | $275.5K | 0.01% | +760+12.2% | Added |
| Rockefeller Capital Management L.P. | 7,044 | $277.0K | 0.00% | +5,773+454.2% | Added |
| Verdence Capital Advisors LLC | 7,104 | $280.0K | 0.03% | +457+6.9% | Added |
| Alps Advisors Inc | 7,330 | $288.9K | 0.00% | +7,330 | New |
| Aquatic Capital Management LLC | 7,400 | $292.0K | 0.02% | −12,300−62.4% | Reduced |
| Keeley-Teton Advisors, LLC | 7,413 | $292.2K | 0.04% | +700+10.4% | Added |
| Cambridge Investment Research Advisors, Inc. | 7,484 | $295.0K | 0.00% | −370−4.7% | Reduced |
| Virtu Financial LLC | 7,602 | $300.0K | 0.03% | +7,602 | New |
| Sutton Place Investors LLC | 7,729 | $304.7K | 0.41% | +375+5.1% | Added |
| Systematic Alpha Investments, LLC | 7,792 | $307.2K | 0.02% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 8,011 | $315.8K | 0.01% | −466−5.5% | Reduced |
| Beacon Pointe Advisors, LLC | 8,198 | $323.2K | 0.01% | −1,635−16.6% | Reduced |
| AQR Capital Management LLC | 8,339 | $325.6K | 0.00% | −571−6.4% | Reduced |
| Ronald Blue Trust, Inc. | 6,950 | $329.0K | 0.01% | +1,528+28.2% | Added |
| Oak Thistle LLC | 8,616 | $339.6K | 0.20% | +8,616 | New |
| Shelton Capital Management | 8,741 | $344.6K | 0.01% | −263−2.9% | Reduced |
| Inceptionr LLC | 8,879 | $350.0K | 0.11% | +8,879 | New |
| Pathstone Family Office, LLC | 8,520 | $350.9K | 0.01% | −9,249−52.1% | Reduced |
| Intech Investment Management LLC | 8,996 | $354.6K | 0.00% | −552−5.8% | Reduced |
| Candriam Luxembourg S.C.A. | 9,802 | $355.6K | 0.00% | −2,057−17.3% | Reduced |
| Bank of Nova Scotia | 9,233 | $364.0K | 0.00% | +2,869+45.1% | Added |
| Great Lakes Advisors, LLC | 9,249 | $364.6K | 0.00% | +3,308+55.7% | Added |
| Utah Retirement Systems | 9,273 | $365.5K | 0.01% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 9,281 | $365.9K | 0.00% | −3,355−26.6% | Reduced |
| Beverly Hills Private Wealth, LLC | 9,389 | $370.1K | 0.11% | +1,712+22.3% | Added |
| First Manhattan Co | 9,438 | $372.1K | 0.00% | −2,349−19.9% | Reduced |
| Cobblestone Capital Advisors LLC | 10,028 | $395.3K | 0.03% | +5,043+101.2% | Added |
| US Bancorp | 10,072 | $397.0K | 0.00% | +613+6.5% | Added |
| Daiwa Securities Group Inc. | 10,100 | $398.0K | 0.00% | +300+3.1% | Added |
| CIBC Asset Management Inc | 10,340 | $407.6K | 0.00% | +157+1.5% | Added |
| ProShare Advisors LLC | 10,352 | $408.1K | 0.00% | −13,662−56.9% | Reduced |
| United Services Automobile Association | 10,707 | $422.1K | 0.01% | −7,819−42.2% | Reduced |
| Sonen Capital LLC | 11,002 | $433.7K | 0.74% | −3,600−24.7% | Reduced |
| Profund Advisors LLC | 11,014 | $434.2K | 0.03% | +2,411+28.0% | Added |
| Prudential PLC | 11,408 | $449.7K | 0.01% | 00.0% | Unchanged |
| Nordea Investment Management AB | 11,713 | $457.4K | 0.00% | +46+0.4% | Added |
| Baird Financial Group, Inc. | 11,640 | $458.8K | 0.00% | −1,646−12.4% | Reduced |
| Storebrand Asset Management AS | 11,645 | $459.0K | 0.00% | +1,131+10.8% | Added |
| Y-Intercept (Hong Kong) Ltd | 12,042 | $474.7K | 0.06% | −3,729−23.6% | Reduced |
| Outlook Wealth Advisors, LLC | 12,335 | $486.2K | 0.22% | +12,335 | New |
| Founders Capital Management, LLC | 12,337 | $486.3K | 0.12% | 00.0% | Unchanged |
| First Hawaiian Bank | 12,516 | $493.4K | 0.02% | 00.0% | Unchanged |
| NJ State Employees Deferred Compensation Plan | 12,558 | $495.0K | 0.08% | 00.0% | Unchanged |
| ExodusPoint Capital Management, LP | 12,604 | $497.0K | 0.01% | −126,868−91.0% | Reduced |
| Crossmark Global Holdings, Inc. | 12,612 | $497.0K | 0.01% | −161−1.3% | Reduced |
| Latitude Advisors, LLC | 12,636 | $498.1K | 0.36% | 00.0% | Unchanged |
| Mission Wealth Management, LP | 12,726 | $501.7K | 0.02% | −429−3.3% | Reduced |
| Stephens Inc | 12,830 | $505.8K | 0.01% | +4,994+63.7% | Added |
| Atria Wealth Solutions, Inc. | 12,862 | $507.0K | 0.01% | +948+8.0% | Added |
| Susquehanna Fundamental Investments, LLC | 12,899 | $508.5K | 0.01% | −5,338−29.3% | Reduced |
| Ethic Inc. | 12,983 | $511.8K | 0.02% | +7,515+137.4% | Added |
| TD Asset Management Inc | 13,205 | $520.5K | 0.00% | +160+1.2% | Added |
| Douglass Winthrop Advisors, LLC | 13,400 | $528.0K | 0.01% | +8,600+179.2% | Added |
| Prelude Capital Management, LLC | 13,400 | $528.2K | 0.04% | −7,323−35.3% | Reduced |
| Mariner, LLC | 13,482 | $531.0K | 0.00% | −202−1.5% | Reduced |
| Private Advisor Group, LLC | 13,514 | $532.7K | 0.01% | +926+7.4% | Added |
| Maryland State Retirement & Pension System | 13,584 | $535.5K | 0.01% | 00.0% | Unchanged |
| Shell Asset Management Co | 13,841 | $546.0K | 0.02% | −25−0.2% | Reduced |
| Westpac Banking Corp | 13,888 | $547.5K | 0.01% | 00.0% | Unchanged |