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 |
|---|---|---|---|---|---|
| Inceptionr LLC | 8,879 | $350.0K | 0.11% | +8,879 | New |
| Shelton Capital Management | 8,741 | $344.6K | 0.01% | −263−2.9% | Reduced |
| Oak Thistle LLC | 8,616 | $339.6K | 0.20% | +8,616 | New |
| Ronald Blue Trust, Inc. | 6,950 | $329.0K | 0.01% | +1,528+28.2% | Added |
| AQR Capital Management LLC | 8,339 | $325.6K | 0.00% | −571−6.4% | Reduced |
| Beacon Pointe Advisors, LLC | 8,198 | $323.2K | 0.01% | −1,635−16.6% | Reduced |
| Coldstream Capital Management Inc | 8,011 | $315.8K | 0.01% | −466−5.5% | Reduced |
| Systematic Alpha Investments, LLC | 7,792 | $307.2K | 0.02% | 00.0% | Unchanged |
| Sutton Place Investors LLC | 7,729 | $304.7K | 0.41% | +375+5.1% | Added |
| Virtu Financial LLC | 7,602 | $300.0K | 0.03% | +7,602 | New |
| Cambridge Investment Research Advisors, Inc. | 7,484 | $295.0K | 0.00% | −370−4.7% | Reduced |
| Keeley-Teton Advisors, LLC | 7,413 | $292.2K | 0.04% | +700+10.4% | Added |
| Aquatic Capital Management LLC | 7,400 | $292.0K | 0.02% | −12,300−62.4% | Reduced |
| Alps Advisors Inc | 7,330 | $288.9K | 0.00% | +7,330 | New |
| Verdence Capital Advisors LLC | 7,104 | $280.0K | 0.03% | +457+6.9% | Added |
| Rockefeller Capital Management L.P. | 7,044 | $277.0K | 0.00% | +5,773+454.2% | Added |
| Signaturefd, LLC | 6,988 | $275.5K | 0.01% | +760+12.2% | Added |
| Silvercrest Asset Management Group LLC | 6,985 | $275.3K | 0.00% | 00.0% | Unchanged |
| CWM Advisors, LLC | 6,939 | $273.5K | 0.03% | +1,969+39.6% | Added |
| Boothbay Fund Management, LLC | 6,838 | $269.6K | 0.01% | −70,226−91.1% | Reduced |
| Vinva Investment Management Ltd | 6,681 | $260.6K | 0.02% | +6,681 | New |
| Advisor Partners II, LLC | 6,573 | $259.1K | 0.01% | −757−10.3% | Reduced |
| Veritable, L.P. | 6,564 | $258.8K | 0.00% | +864+15.2% | Added |
| MML Investors Services, LLC | 6,417 | $253.0K | 0.00% | +6,417 | New |
| Addison Capital Co | 6,183 | $244.0K | 0.18% | 00.0% | Unchanged |
| Cetera Investment Advisers | 6,140 | $242.0K | 0.00% | +6,140 | New |
| Sterling Financial Planning, Inc. | 5,955 | $234.7K | 0.13% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 5,914 | $233.0K | 0.00% | −728−11.0% | Reduced |
| Sky Investment Group LLC | 5,686 | $224.1K | 0.05% | −300−5.0% | Reduced |
| AE Wealth Management LLC | 5,684 | $224.1K | 0.00% | +5,684 | New |
| Acrisure Capital Management, LLC | 5,675 | $223.7K | 0.23% | +5,675 | New |
| Essex Savings Bank | 5,647 | $222.5K | 0.08% | +6+0.1% | Added |
| Greenleaf Trust | 5,606 | $221.0K | 0.00% | −3−0.1% | Reduced |
| Sigma Planning Corp | 5,579 | $219.9K | 0.01% | 00.0% | Unchanged |
| Modera Wealth Management, LLC | 5,566 | $219.4K | 0.01% | 00.0% | Unchanged |
| Journey Strategic Wealth LLC | 5,506 | $217.0K | 0.02% | −98−1.7% | Reduced |
| CIBC World Markets Inc. | 5,502 | $217.0K | 0.00% | 00.0% | Unchanged |
| Sawtooth Solutions, LLC | 5,427 | $213.9K | 0.01% | +5,427 | New |
| Bleakley Financial Group, LLC | 5,416 | $213.5K | 0.01% | +1,013+23.0% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 5,310 | $209.0K | 0.01% | +200+3.9% | Added |
| Panagora Asset Management Inc | 5,300 | $208.9K | 0.00% | 00.0% | Unchanged |
| Benin Management CORP | 5,124 | $202.0K | 0.08% | 00.0% | Unchanged |
| Aigen Investment Management, LP | 5,105 | $201.2K | 0.03% | +5,105 | New |
| Firestone Capital Management | 5,093 | $200.8K | 0.07% | 00.0% | Unchanged |
| Vestcor Inc | 4,173 | $164.0K | 0.01% | 00.0% | Unchanged |
| BI Asset Management Fondsmaeglerselskab A/S | 4,090 | $161.0K | 0.00% | +2,085+104.0% | Added |
| CWM, LLC | 3,960 | $156.0K | 0.00% | −328−7.6% | Reduced |
| Kapitalo Investimentos Ltda | 3,941 | $155.4K | 0.05% | +3,051+342.8% | Added |
| Steward Partners Investment Advisory, LLC | 3,821 | $150.6K | 0.00% | −71,289−94.9% | Reduced |
| Itau Unibanco Holding S.A. | 3,817 | $150.5K | 0.01% | +3,817 | New |
| PEAK6 Investments LLC | 3,715 | $146.4K | 0.01% | −8,038−68.4% | Reduced |
| Creative Financial Designs Inc | 3,588 | $141.4K | 0.02% | −248−6.5% | Reduced |
| IFP Advisors, Inc | 2,096 | $136.6K | 0.01% | −585−21.8% | Reduced |
| TCI Wealth Advisors, Inc. | 3,343 | $131.8K | 0.02% | +10.0% | Added |
| Armstrong Advisory Group, Inc | 3,331 | $131.3K | 0.02% | −718−17.7% | Reduced |
| E. Ohman J:or Asset Management AB | 3,200 | $126.1K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 3,193 | $125.9K | 0.00% | +931+41.2% | Added |
| Smithfield Trust Co | 3,198 | $125.0K | 0.01% | +3,198 | New |
| WealthPLAN Partners, LLC | 3,168 | $124.9K | 0.01% | +3,168 | New |
| Proequities, Inc. | 3,077 | $121.3K | 0.01% | +19+0.6% | Added |
| Dark Forest Capital Management LP | 2,868 | $113.1K | 0.03% | +2,868 | New |
| HighMark Wealth Management LLC | 2,630 | $103.7K | 0.08% | +19+0.7% | Added |
| Cullen/Frost Bankers, Inc. | 2,606 | $102.7K | 0.00% | −135−4.9% | Reduced |
| Quadrant Capital Group LLC | 2,447 | $96.5K | 0.01% | −169−6.5% | Reduced |
| Banque Cantonale Vaudoise | 2,400 | $95.0K | 0.00% | 00.0% | Unchanged |
| Ellevest, Inc. | 1,873 | $73.8K | 0.01% | +64+3.5% | Added |
| Northwestern Mutual Wealth Management Co | 1,836 | $72.4K | 0.00% | +766+71.6% | Added |
| Ridgewood Investments LLC | 1,775 | $70.0K | 0.04% | +1,775 | New |
| Machina Capital S.A.S. | 1,673 | $66.0K | 0.06% | +1,673 | New |
| DuPont Capital Management Corp | 1,668 | $65.8K | 0.00% | +1,668 | New |
| Washington Trust Co | 1,560 | $61.5K | 0.00% | −1−0.1% | Reduced |
| Ci Investments Inc. | 1,547 | $61.0K | 0.00% | +122+8.6% | Added |
| Financial Management Professionals, Inc. | 1,487 | $59.0K | 0.01% | −5−0.3% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 1,429 | $56.0K | 0.00% | +21+1.5% | Added |
| Covestor Ltd | 1,276 | $50.0K | 0.04% | +652+104.5% | Added |
| Quarry LP | 1,227 | $48.4K | 0.03% | +831+209.8% | Added |
| Savior LLC | 1,145 | $45.1K | 0.04% | 00.0% | Unchanged |
| Compagnie Lombard Odier SCmA | 1,057 | $41.7K | 0.00% | −1,273−54.6% | Reduced |
| First Horizon Advisors, Inc. | 1,019 | $40.2K | 0.00% | −339−25.0% | Reduced |
| Bangor Savings Bank | 1,000 | $39.4K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 905 | $35.7K | 0.00% | +682+305.8% | Added |
| AllSquare Wealth Management LLC | 877 | $34.6K | 0.02% | +877 | New |
| SOA Wealth Advisors, LLC. | 788 | $31.1K | 0.01% | +6+0.8% | Added |
| EverSource Wealth Advisors, LLC | 765 | $30.2K | 0.00% | −94−10.9% | Reduced |
| Quent Capital, LLC | 754 | $29.7K | 0.01% | +99+15.1% | Added |
| Park Place Capital Corp | 669 | $26.4K | 0.01% | −9−1.3% | Reduced |
| New England Capital Financial Advisors LLC | 646 | $25.5K | 0.02% | +4+0.6% | Added |
| National Bank of Canada | 631 | $24.9K | 0.00% | −23,663−97.4% | Reduced |
| Whittier Trust Co | 574 | $22.6K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 565 | $22.3K | 0.00% | +565 | New |
| Front Row Advisors LLC | 553 | $22.0K | 0.01% | +3+0.5% | Added |
| Red Tortoise LLC | 528 | $20.8K | 0.01% | −8−1.5% | Reduced |
| Parallel Advisors, LLC | 511 | $20.1K | 0.00% | −36−6.6% | Reduced |
| Trust Co of Vermont | 467 | $18.4K | 0.00% | 00.0% | Unchanged |
| Community Bank, N.A. | 463 | $18.2K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 461 | $18.2K | 0.00% | −98−17.5% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 400 | $15.8K | 0.01% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 421 | $15.7K | 0.00% | +421 | New |
| Spire Wealth Management | 339 | $13.4K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 315 | $12.4K | 0.00% | +310+6,200.0% | Added |