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, Q2 2023
Institutional positions in Webster Financial Corp as of Jun 30, 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
- 438
- −18 vs. Q1 2023
- Shares held
- 152.2M
- +1.05M (+0.7%) vs. Q1 2023
- Total value
- $5.72B
- −$237.5M (−4.0%) vs. Q1 2023
- New holders
- 45
- 163 more added
- Sold out
- 63
- 156 more reduced
2 institutions that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2023: 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, Q2 2023
Shares, value and share of portfolio for each institution holding Webster Financial Corp; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Clear Street Markets LLC | 1 | $0 | 0.00% | +1 | New |
| Capital Advisors, Ltd. LLC | 7 | $0 | 0.00% | +7 | New |
| Comerica Bank | 639,023 | $4 | 0.00% | +639,023 | New |
| PSI Advisors, LLC | 2 | $76 | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 3 | $114 | 0.00% | +3 | New |
| Bourgeon Capital Management LLC | 4 | $151 | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 38 | $169 | 0.00% | +38 | New |
| Tfo-TDC, LLC | 6 | $227 | 0.00% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 9 | $340 | 0.00% | +9 | New |
| BDO Wealth Advisors, LLC | 14 | $529 | 0.00% | 00.0% | Unchanged |
| Allianz Asset Management GmbH | 16,960 | $640 | 0.00% | −3,104−15.5% | Reduced |
| Disciplined Investments, LLC | 27 | $1.02K | 0.00% | −7−20.6% | Reduced |
| Global Retirement Partners, LLC | 27 | $1.02K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 27 | $1.02K | 0.00% | +6+28.6% | Added |
| Gradient Investments LLC | 33 | $1.25K | 0.00% | +27+450.0% | Added |
| Clean Yield Group | 48 | $1.81K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 44 | $2.00K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 61 | $2.30K | 0.00% | +16+35.6% | Added |
| Bokf, NA | 68 | $2.57K | 0.00% | 00.0% | Unchanged |
| Richard W. Paul & Associates, LLC | 77 | $2.91K | 0.00% | +30+63.8% | Added |
| Private Trust Co NA | 78 | $2.94K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 68 | $3.00K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 80 | $3.02K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 100 | $3.77K | 0.00% | −3−2.9% | Reduced |
| Bell Investment Advisors, Inc | 101 | $3.81K | 0.00% | −7−6.5% | Reduced |
| Highlander Capital Management, LLC | 116 | $4.00K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 107 | $4.04K | 0.00% | +66+161.0% | Added |
| PEAK6 Investments LLC | 110 | $4.15K | 0.00% | −3,605−97.0% | Reduced |
| Versant Capital Management, Inc | 118 | $4.46K | 0.00% | +97+461.9% | Added |
| Farther Finance Advisors, LLC | 121 | $4.57K | 0.00% | −1−0.8% | Reduced |
| Umb Bank N A | 131 | $4.95K | 0.00% | 00.0% | Unchanged |
| PFS Partners, LLC | 138 | $5.21K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 140 | $5.29K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 150 | $5.66K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 163 | $6.15K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 173 | $6.53K | 0.00% | +2+1.2% | Added |
| Raleigh Capital Management Inc. | 174 | $6.58K | 0.00% | +111+176.2% | Added |
| Glassman Wealth Services | 180 | $6.79K | 0.00% | −5−2.7% | Reduced |
| Harvest Fund Management Co., Ltd | 176 | $7.00K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 186 | $7.02K | 0.00% | +5+2.8% | Added |
| Focused Wealth Management, Inc | 205 | $7.74K | 0.00% | 00.0% | Unchanged |
| Psagot Value Holdings Ltd. / (Israel) | 207 | $8.00K | 0.00% | +130+168.8% | Added |
| Peregrine Capital Management LLC | 219 | $8.27K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 219 | $8.27K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 247 | $9.32K | 0.00% | −327−57.0% | Reduced |
| Zions Bancorporation, N.A. | 253 | $9.55K | 0.00% | +253 | New |
| Red Tortoise LLC | 257 | $9.70K | 0.01% | −271−51.3% | Reduced |
| Silicon Valley Capital Partners | 271 | $10.2K | 0.00% | +3+1.1% | Added |
| Bessemer Group Inc | 307 | $12.0K | 0.00% | +137+80.6% | Added |
| Spire Wealth Management | 339 | $12.8K | 0.00% | 00.0% | Unchanged |
| 25 LLC | 327 | $13.6K | 0.01% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 387 | $14.6K | 0.00% | +128+49.4% | Added |
| Washington Trust Advisors, Inc. | 411 | $15.5K | 0.00% | −50−10.8% | Reduced |
| Allworth Financial LP | 439 | $16.6K | 0.00% | +396+920.9% | Added |
| Parallel Advisors, LLC | 440 | $16.6K | 0.00% | −71−13.9% | Reduced |
| Community Bank, N.A. | 463 | $17.5K | 0.00% | 00.0% | Unchanged |
| Natixis | 464 | $17.5K | 0.00% | +464 | New |
| Trust Co of Vermont | 467 | $17.6K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 541 | $20.0K | 0.01% | −12−2.2% | Reduced |
| New England Capital Financial Advisors LLC | 654 | $24.7K | 0.02% | +8+1.2% | Added |
| Park Place Capital Corp | 669 | $25.3K | 0.01% | 00.0% | Unchanged |
| BI Asset Management Fondsmaeglerselskab A/S | 710 | $27.0K | 0.00% | −3,380−82.6% | Reduced |
| Johnson Financial Group, Inc. | 750 | $28.3K | 0.00% | +185+32.7% | Added |
| Quent Capital, LLC | 774 | $29.2K | 0.00% | +20+2.7% | Added |
| SOA Wealth Advisors, LLC. | 797 | $30.1K | 0.01% | +9+1.1% | Added |
| Lazard Asset Management LLC | 854 | $32.0K | 0.00% | +845+9,388.9% | Added |
| Montag A & Associates Inc | 900 | $34.0K | 0.00% | +900 | New |
| Harbour Investments, Inc. | 905 | $34.2K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 937 | $35.4K | 0.00% | −1,510−61.7% | Reduced |
| Bangor Savings Bank | 1,000 | $37.8K | 0.00% | 00.0% | Unchanged |
| Compagnie Lombard Odier SCmA | 1,057 | $39.9K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 1,083 | $40.9K | 0.00% | +318+41.6% | Added |
| GWM Advisors LLC | 1,145 | $43.2K | 0.00% | +1,073+1,490.3% | Added |
| First Horizon Advisors, Inc. | 1,307 | $49.4K | 0.00% | +288+28.3% | Added |
| V-Square Quantitative Management LLC | 1,348 | $50.9K | 0.04% | +1,348 | New |
| Group One Trading, L.P. | 1,389 | $52.4K | 0.00% | +1,187+587.6% | Added |
| AllSquare Wealth Management LLC | 1,481 | $54.1K | 0.04% | +604+68.9% | Added |
| Ronald Blue Trust, Inc. | 1,388 | $55.0K | 0.00% | −5,562−80.0% | Reduced |
| Itau Unibanco Holding S.A. | 1,471 | $55.5K | 0.00% | −2,346−61.5% | Reduced |
| Financial Management Professionals, Inc. | 1,493 | $56.0K | 0.01% | +6+0.4% | Added |
| DuPont Capital Management Corp | 1,497 | $56.5K | 0.00% | −171−10.3% | Reduced |
| Washington Trust Co | 1,501 | $56.7K | 0.00% | −59−3.8% | Reduced |
| Union Savings Bank | 1,258 | $59.5K | 0.04% | +1,258 | New |
| Ci Investments Inc. | 1,703 | $64.0K | 0.00% | +156+10.1% | Added |
| ICA Group Wealth Management, LLC | 1,765 | $66.6K | 0.02% | +1,765 | New |
| Kistler-Tiffany Companies, LLC | 1,951 | $73.7K | 0.01% | +1,951 | New |
| Banque Cantonale Vaudoise | 2,400 | $91.0K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 2,447 | $92.4K | 0.01% | −884−26.5% | Reduced |
| HighMark Wealth Management LLC | 2,659 | $100.4K | 0.08% | +29+1.1% | Added |
| Cullen/Frost Bankers, Inc. | 2,786 | $105.2K | 0.00% | +180+6.9% | Added |
| Northwestern Mutual Wealth Management Co | 2,822 | $106.5K | 0.00% | +986+53.7% | Added |
| Covestor Ltd | 3,016 | $114.0K | 0.09% | +1,740+136.4% | Added |
| Benjamin F. Edwards & Company, Inc. | 3,156 | $119.0K | 0.00% | +1,727+120.9% | Added |
| WealthPLAN Partners, LLC | 3,168 | $119.6K | 0.02% | 00.0% | Unchanged |
| Proequities, Inc. | 3,264 | $123.2K | 0.01% | +187+6.1% | Added |
| IFP Advisors, Inc | 2,064 | $134.6K | 0.01% | −32−1.5% | Reduced |
| Creative Financial Designs Inc | 3,607 | $136.1K | 0.02% | +19+0.5% | Added |
| Vestcor Inc | 4,173 | $158.0K | 0.01% | 00.0% | Unchanged |
| Hamilton Capital Partners Inc. | 4,200 | $158.6K | 0.06% | +4,200 | New |
| CWM, LLC | 4,363 | $165.0K | 0.00% | +403+10.2% | Added |