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 |
|---|---|---|---|---|---|
| Steward Partners Investment Advisory, LLC | 4,566 | $172.4K | 0.00% | +745+19.5% | Added |
| Assetmark, Inc | 4,588 | $173.2K | 0.00% | +1,395+43.7% | Added |
| Smithfield Trust Co | 4,630 | $176.0K | 0.01% | +1,432+44.8% | Added |
| Signaturefd, LLC | 5,178 | $195.5K | 0.00% | −1,810−25.9% | Reduced |
| Panagora Asset Management Inc | 5,300 | $200.1K | 0.00% | 00.0% | Unchanged |
| Greenleaf Trust | 5,313 | $200.6K | 0.00% | −293−5.2% | Reduced |
| Buckley Wealth Management, LLC | 5,340 | $201.6K | 0.07% | +5,340 | New |
| FDx Advisors, Inc. | 5,345 | $202.0K | 0.01% | +5,345 | New |
| Blair William & Co | 5,398 | $203.8K | 0.00% | +5,398 | New |
| Aigen Investment Management, LP | 5,426 | $204.8K | 0.03% | +321+6.3% | Added |
| Mercer Global Advisors Inc | 5,446 | $206.0K | 0.00% | −468−7.9% | Reduced |
| Journey Strategic Wealth LLC | 5,498 | $207.6K | 0.01% | −8−0.1% | Reduced |
| Sigma Planning Corp | 5,525 | $208.6K | 0.01% | −54−1.0% | Reduced |
| Modera Wealth Management, LLC | 5,566 | $210.1K | 0.00% | 00.0% | Unchanged |
| Sawtooth Solutions, LLC | 5,575 | $210.4K | 0.01% | +148+2.7% | Added |
| Bleakley Financial Group, LLC | 5,578 | $210.6K | 0.01% | +162+3.0% | Added |
| Firestone Capital Management | 5,093 | $210.7K | 0.07% | 00.0% | Unchanged |
| Essex Savings Bank | 5,648 | $213.2K | 0.07% | +10.0% | Added |
| Sky Investment Group LLC | 5,686 | $214.6K | 0.05% | 00.0% | Unchanged |
| Sterling Financial Planning, Inc. | 5,955 | $224.8K | 0.11% | 00.0% | Unchanged |
| Cubist Systematic Strategies, LLC | 6,128 | $231.3K | 0.00% | +6,122+102,033.3% | Added |
| Robeco Institutional Asset Management B.V. | 6,151 | $232.2K | 0.00% | −33,388−84.4% | Reduced |
| Addison Capital Co | 6,183 | $233.0K | 0.17% | 00.0% | Unchanged |
| Cetera Advisors LLC | 6,446 | $243.3K | 0.00% | +6,446 | New |
| Advisor Partners II, LLC | 6,485 | $244.8K | 0.01% | −88−1.3% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 6,533 | $247.0K | 0.00% | −951−12.7% | Reduced |
| Verdence Capital Advisors LLC | 6,601 | $249.2K | 0.03% | −503−7.1% | Reduced |
| Lebenthal Global Advisors, LLC | 6,608 | $249.5K | 0.07% | +6,608 | New |
| Rockefeller Capital Management L.P. | 6,710 | $253.3K | 0.00% | −334−4.7% | Reduced |
| Cresset Asset Management, LLC | 6,778 | $255.9K | 0.00% | +6,778 | New |
| Silvercrest Asset Management Group LLC | 6,985 | $263.7K | 0.00% | 00.0% | Unchanged |
| Riverwater Partners LLC | 7,000 | $264.3K | 0.23% | +7,000 | New |
| Hartford Financial Management Inc. | 7,021 | $265.1K | 0.07% | −23,298−76.8% | Reduced |
| First Manhattan Co | 7,331 | $276.8K | 0.00% | −2,107−22.3% | Reduced |
| Alps Advisors Inc | 7,380 | $278.6K | 0.00% | +50+0.7% | Added |
| Keeley-Teton Advisors, LLC | 7,413 | $279.8K | 0.04% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 7,705 | $290.9K | 0.01% | −306−3.8% | Reduced |
| Sutton Place Investors LLC | 7,725 | $291.6K | 0.41% | −4−0.1% | Reduced |
| Systematic Alpha Investments, LLC | 7,792 | $294.1K | 0.01% | 00.0% | Unchanged |
| AE Wealth Management LLC | 7,861 | $296.8K | 0.00% | +2,177+38.3% | Added |
| Teza Capital Management LLC | 7,872 | $297.2K | 0.05% | +7,872 | New |
| Cetera Investment Advisers | 7,891 | $297.9K | 0.00% | +1,751+28.5% | Added |
| Beacon Pointe Advisors, LLC | 7,935 | $299.6K | 0.00% | −263−3.2% | Reduced |
| National Bank of Canada | 8,034 | $307.8K | 0.00% | +7,403+1,173.2% | Added |
| US Bancorp | 8,271 | $312.2K | 0.00% | −1,801−17.9% | Reduced |
| CWM Advisors, LLC | 8,296 | $313.2K | 0.04% | +1,357+19.6% | Added |
| Toroso Investments, LLC | 8,313 | $314.0K | 0.01% | +8,313 | New |
| New York Life Investment Management LLC | 8,655 | $326.7K | 0.00% | +8,655 | New |
| Shelton Capital Management | 8,741 | $330.0K | 0.01% | 00.0% | Unchanged |
| MML Investors Services, LLC | 8,834 | $334.0K | 0.00% | +2,417+37.7% | Added |
| GYL Financial Synergies, LLC | 8,894 | $335.7K | 0.03% | +8,894 | New |
| Shell Asset Management Co | 8,966 | $338.0K | 0.01% | −4,875−35.2% | Reduced |
| Intech Investment Management LLC | 9,147 | $345.3K | 0.00% | +151+1.7% | Added |
| Bank of Nova Scotia | 9,187 | $346.8K | 0.00% | −46−0.5% | Reduced |
| Utah Retirement Systems | 9,273 | $350.1K | 0.00% | 00.0% | Unchanged |
| Profund Advisors LLC | 9,277 | $350.2K | 0.02% | −1,737−15.8% | Reduced |
| Pathstone Family Office, LLC | 9,604 | $362.6K | 0.01% | +1,084+12.7% | Added |
| JustInvest LLC | 9,746 | $367.9K | 0.01% | −14,844−60.4% | Reduced |
| Cobblestone Capital Advisors LLC | 10,018 | $378.2K | 0.03% | −10−0.1% | Reduced |
| ISAM Funds (UK) Ltd | 10,059 | $379.7K | 0.34% | +10,059 | New |
| Daiwa Securities Group Inc. | 10,100 | $381.0K | 0.00% | 00.0% | Unchanged |
| ProShare Advisors LLC | 10,209 | $385.4K | 0.00% | −143−1.4% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 10,269 | $388.0K | 0.00% | −16,637−61.8% | Reduced |
| CIBC Asset Management Inc | 10,340 | $390.3K | 0.00% | 00.0% | Unchanged |
| Storebrand Asset Management AS | 10,514 | $396.9K | 0.00% | −1,131−9.7% | Reduced |
| Baird Financial Group, Inc. | 10,710 | $404.3K | 0.00% | −930−8.0% | Reduced |
| United Services Automobile Association | 10,918 | $412.2K | 0.01% | +211+2.0% | Added |
| Inceptionr LLC | 11,236 | $424.2K | 0.23% | +2,357+26.5% | Added |
| Kestra Advisory Services, LLC | 11,256 | $424.9K | 0.00% | +1,975+21.3% | Added |
| Prudential PLC | 11,408 | $430.7K | 0.01% | 00.0% | Unchanged |
| Founders Capital Management, LLC | 11,497 | $434.0K | 0.10% | −840−6.8% | Reduced |
| Nordea Investment Management AB | 11,713 | $447.0K | 0.00% | 00.0% | Unchanged |
| Douglass Winthrop Advisors, LLC | 12,300 | $464.3K | 0.01% | −1,100−8.2% | Reduced |
| Ergoteles LLC | 12,316 | $464.9K | 0.02% | −272,053−95.7% | Reduced |
| First Republic Investment Management, Inc. | 12,473 | $470.8K | 0.00% | −18,382−59.6% | Reduced |
| First Hawaiian Bank | 12,516 | $472.5K | 0.02% | 00.0% | Unchanged |
| NJ State Employees Deferred Compensation Plan | 12,558 | $474.1K | 0.07% | 00.0% | Unchanged |
| Stephens Inc | 12,567 | $474.4K | 0.01% | −263−2.0% | Reduced |
| Ethic Inc. | 12,588 | $475.2K | 0.02% | −395−3.0% | Reduced |
| Latitude Advisors, LLC | 12,636 | $477.0K | 0.33% | 00.0% | Unchanged |
| TD Asset Management Inc | 13,140 | $496.0K | 0.00% | −65−0.5% | Reduced |
| Teacher Retirement System of Texas | 13,205 | $498.0K | 0.00% | −48,157−78.5% | Reduced |
| Circle Wealth Management, LLC | 13,251 | $500.2K | 0.07% | −674−4.8% | Reduced |
| Mariner, LLC | 13,492 | $509.3K | 0.00% | +10+0.1% | Added |
| Maryland State Retirement & Pension System | 13,584 | $512.8K | 0.01% | 00.0% | Unchanged |
| Bridgefront Capital, LLC | 13,811 | $521.4K | 0.28% | +13,811 | New |
| Atria Wealth Solutions, Inc. | 13,947 | $526.5K | 0.01% | +1,085+8.4% | Added |
| Ostrum Asset Management | 13,988 | $528.0K | 0.04% | +13+0.1% | Added |
| Aquila Investment Management LLC | 14,000 | $528.5K | 0.43% | +14,000 | New |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 14,479 | $546.6K | 0.01% | 00.0% | Unchanged |
| Millennium Management LLC | 14,786 | $558.2K | 0.00% | −1,618,847−99.1% | Reduced |
| Engineers Gate Manager LP | 14,927 | $563.5K | 0.02% | −10,017−40.2% | Reduced |
| PMC FIG Opportunities LLC | 15,000 | $566.3K | 3.19% | +15,000 | New |
| Crossmark Global Holdings, Inc. | 12,177 | $577.0K | 0.01% | −435−3.4% | Reduced |
| Securian Asset Management, Inc | 15,566 | $587.6K | 0.02% | −281−1.8% | Reduced |
| Tower Research Capital LLC (TRC) | 16,124 | $608.7K | 0.02% | −3,365−17.3% | Reduced |
| Resources Management Corp | 16,190 | $611.0K | 0.10% | +1,836+12.8% | Added |
| Gulf International Bank (UK) Ltd | 17,545 | $662.0K | 0.02% | −5,277−23.1% | Reduced |
| The PNC Financial Services Group, Inc. | 17,688 | $667.7K | 0.00% | −207−1.2% | Reduced |
| Nissay Asset Management Corp | 18,720 | $706.7K | 0.01% | +203+1.1% | Added |