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 |
|---|---|---|---|---|---|
| Sutton Place Investors LLC | 7,725 | $291.6K | 0.41% | −4−0.1% | Reduced |
| Coldstream Capital Management Inc | 7,705 | $290.9K | 0.01% | −306−3.8% | Reduced |
| Keeley-Teton Advisors, LLC | 7,413 | $279.8K | 0.04% | 00.0% | Unchanged |
| Alps Advisors Inc | 7,380 | $278.6K | 0.00% | +50+0.7% | Added |
| First Manhattan Co | 7,331 | $276.8K | 0.00% | −2,107−22.3% | Reduced |
| Hartford Financial Management Inc. | 7,021 | $265.1K | 0.07% | −23,298−76.8% | Reduced |
| Riverwater Partners LLC | 7,000 | $264.3K | 0.23% | +7,000 | New |
| Silvercrest Asset Management Group LLC | 6,985 | $263.7K | 0.00% | 00.0% | Unchanged |
| Cresset Asset Management, LLC | 6,778 | $255.9K | 0.00% | +6,778 | New |
| Rockefeller Capital Management L.P. | 6,710 | $253.3K | 0.00% | −334−4.7% | Reduced |
| Lebenthal Global Advisors, LLC | 6,608 | $249.5K | 0.07% | +6,608 | New |
| Verdence Capital Advisors LLC | 6,601 | $249.2K | 0.03% | −503−7.1% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 6,533 | $247.0K | 0.00% | −951−12.7% | Reduced |
| Advisor Partners II, LLC | 6,485 | $244.8K | 0.01% | −88−1.3% | Reduced |
| Cetera Advisors LLC | 6,446 | $243.3K | 0.00% | +6,446 | New |
| Addison Capital Co | 6,183 | $233.0K | 0.17% | 00.0% | Unchanged |
| Robeco Institutional Asset Management B.V. | 6,151 | $232.2K | 0.00% | −33,388−84.4% | Reduced |
| Cubist Systematic Strategies, LLC | 6,128 | $231.3K | 0.00% | +6,122+102,033.3% | Added |
| Sterling Financial Planning, Inc. | 5,955 | $224.8K | 0.11% | 00.0% | Unchanged |
| Sky Investment Group LLC | 5,686 | $214.6K | 0.05% | 00.0% | Unchanged |
| Essex Savings Bank | 5,648 | $213.2K | 0.07% | +10.0% | Added |
| Firestone Capital Management | 5,093 | $210.7K | 0.07% | 00.0% | Unchanged |
| Bleakley Financial Group, LLC | 5,578 | $210.6K | 0.01% | +162+3.0% | Added |
| Sawtooth Solutions, LLC | 5,575 | $210.4K | 0.01% | +148+2.7% | Added |
| Modera Wealth Management, LLC | 5,566 | $210.1K | 0.00% | 00.0% | Unchanged |
| Sigma Planning Corp | 5,525 | $208.6K | 0.01% | −54−1.0% | Reduced |
| Journey Strategic Wealth LLC | 5,498 | $207.6K | 0.01% | −8−0.1% | Reduced |
| Mercer Global Advisors Inc | 5,446 | $206.0K | 0.00% | −468−7.9% | Reduced |
| Aigen Investment Management, LP | 5,426 | $204.8K | 0.03% | +321+6.3% | Added |
| Blair William & Co | 5,398 | $203.8K | 0.00% | +5,398 | New |
| FDx Advisors, Inc. | 5,345 | $202.0K | 0.01% | +5,345 | New |
| Buckley Wealth Management, LLC | 5,340 | $201.6K | 0.07% | +5,340 | New |
| Greenleaf Trust | 5,313 | $200.6K | 0.00% | −293−5.2% | Reduced |
| Panagora Asset Management Inc | 5,300 | $200.1K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 5,178 | $195.5K | 0.00% | −1,810−25.9% | Reduced |
| Smithfield Trust Co | 4,630 | $176.0K | 0.01% | +1,432+44.8% | Added |
| Assetmark, Inc | 4,588 | $173.2K | 0.00% | +1,395+43.7% | Added |
| Steward Partners Investment Advisory, LLC | 4,566 | $172.4K | 0.00% | +745+19.5% | Added |
| CWM, LLC | 4,363 | $165.0K | 0.00% | +403+10.2% | Added |
| Hamilton Capital Partners Inc. | 4,200 | $158.6K | 0.06% | +4,200 | New |
| Vestcor Inc | 4,173 | $158.0K | 0.01% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 3,607 | $136.1K | 0.02% | +19+0.5% | Added |
| IFP Advisors, Inc | 2,064 | $134.6K | 0.01% | −32−1.5% | Reduced |
| Proequities, Inc. | 3,264 | $123.2K | 0.01% | +187+6.1% | Added |
| WealthPLAN Partners, LLC | 3,168 | $119.6K | 0.02% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 3,156 | $119.0K | 0.00% | +1,727+120.9% | Added |
| Covestor Ltd | 3,016 | $114.0K | 0.09% | +1,740+136.4% | Added |
| Northwestern Mutual Wealth Management Co | 2,822 | $106.5K | 0.00% | +986+53.7% | Added |
| Cullen/Frost Bankers, Inc. | 2,786 | $105.2K | 0.00% | +180+6.9% | Added |
| HighMark Wealth Management LLC | 2,659 | $100.4K | 0.08% | +29+1.1% | Added |
| Armstrong Advisory Group, Inc | 2,447 | $92.4K | 0.01% | −884−26.5% | Reduced |
| Banque Cantonale Vaudoise | 2,400 | $91.0K | 0.00% | 00.0% | Unchanged |
| Kistler-Tiffany Companies, LLC | 1,951 | $73.7K | 0.01% | +1,951 | New |
| ICA Group Wealth Management, LLC | 1,765 | $66.6K | 0.02% | +1,765 | New |
| Ci Investments Inc. | 1,703 | $64.0K | 0.00% | +156+10.1% | Added |
| Union Savings Bank | 1,258 | $59.5K | 0.04% | +1,258 | New |
| Washington Trust Co | 1,501 | $56.7K | 0.00% | −59−3.8% | Reduced |
| DuPont Capital Management Corp | 1,497 | $56.5K | 0.00% | −171−10.3% | Reduced |
| Financial Management Professionals, Inc. | 1,493 | $56.0K | 0.01% | +6+0.4% | Added |
| Itau Unibanco Holding S.A. | 1,471 | $55.5K | 0.00% | −2,346−61.5% | Reduced |
| Ronald Blue Trust, Inc. | 1,388 | $55.0K | 0.00% | −5,562−80.0% | Reduced |
| AllSquare Wealth Management LLC | 1,481 | $54.1K | 0.04% | +604+68.9% | Added |
| Group One Trading, L.P. | 1,389 | $52.4K | 0.00% | +1,187+587.6% | Added |
| V-Square Quantitative Management LLC | 1,348 | $50.9K | 0.04% | +1,348 | New |
| First Horizon Advisors, Inc. | 1,307 | $49.4K | 0.00% | +288+28.3% | Added |
| GWM Advisors LLC | 1,145 | $43.2K | 0.00% | +1,073+1,490.3% | Added |
| EverSource Wealth Advisors, LLC | 1,083 | $40.9K | 0.00% | +318+41.6% | Added |
| Compagnie Lombard Odier SCmA | 1,057 | $39.9K | 0.00% | 00.0% | Unchanged |
| Bangor Savings Bank | 1,000 | $37.8K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 937 | $35.4K | 0.00% | −1,510−61.7% | Reduced |
| Harbour Investments, Inc. | 905 | $34.2K | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 900 | $34.0K | 0.00% | +900 | New |
| Lazard Asset Management LLC | 854 | $32.0K | 0.00% | +845+9,388.9% | Added |
| SOA Wealth Advisors, LLC. | 797 | $30.1K | 0.01% | +9+1.1% | Added |
| Quent Capital, LLC | 774 | $29.2K | 0.00% | +20+2.7% | Added |
| Johnson Financial Group, Inc. | 750 | $28.3K | 0.00% | +185+32.7% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 710 | $27.0K | 0.00% | −3,380−82.6% | Reduced |
| Park Place Capital Corp | 669 | $25.3K | 0.01% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 654 | $24.7K | 0.02% | +8+1.2% | Added |
| Front Row Advisors LLC | 541 | $20.0K | 0.01% | −12−2.2% | Reduced |
| Trust Co of Vermont | 467 | $17.6K | 0.00% | 00.0% | Unchanged |
| Natixis | 464 | $17.5K | 0.00% | +464 | New |
| Community Bank, N.A. | 463 | $17.5K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 440 | $16.6K | 0.00% | −71−13.9% | Reduced |
| Allworth Financial LP | 439 | $16.6K | 0.00% | +396+920.9% | Added |
| Washington Trust Advisors, Inc. | 411 | $15.5K | 0.00% | −50−10.8% | Reduced |
| Lindbrook Capital, LLC | 387 | $14.6K | 0.00% | +128+49.4% | Added |
| 25 LLC | 327 | $13.6K | 0.01% | 00.0% | Unchanged |
| Spire Wealth Management | 339 | $12.8K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 307 | $12.0K | 0.00% | +137+80.6% | Added |
| Silicon Valley Capital Partners | 271 | $10.2K | 0.00% | +3+1.1% | Added |
| Red Tortoise LLC | 257 | $9.70K | 0.01% | −271−51.3% | Reduced |
| Zions Bancorporation, N.A. | 253 | $9.55K | 0.00% | +253 | New |
| Whittier Trust Co | 247 | $9.32K | 0.00% | −327−57.0% | Reduced |
| Huntington National Bank | 219 | $8.27K | 0.00% | 00.0% | Unchanged |
| Peregrine Capital Management LLC | 219 | $8.27K | 0.00% | 00.0% | Unchanged |
| Psagot Value Holdings Ltd. / (Israel) | 207 | $8.00K | 0.00% | +130+168.8% | Added |
| Focused Wealth Management, Inc | 205 | $7.74K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 186 | $7.02K | 0.00% | +5+2.8% | Added |
| Harvest Fund Management Co., Ltd | 176 | $7.00K | 0.00% | 00.0% | Unchanged |