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, Q3 2023
Institutional positions in Webster Financial Corp as of Sep 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
- 444
- +10 vs. Q2 2023
- Shares held
- 149.5M
- −2.52M (−1.7%) vs. Q2 2023
- Total value
- $6.02B
- +$310.5M (+5.4%) vs. Q2 2023
- New holders
- 36
- 142 more added
- Sold out
- 26
- 194 more reduced
4 institutions that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2023
Shares, value and share of portfolio for each institution holding Webster Financial Corp; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Capital Advisors, Ltd. LLC | 7 | $0 | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 12 | $0 | 0.00% | +12 | New |
| Huntington National Bank | 1 | $40 | 0.00% | −218−99.5% | Reduced |
| PSI Advisors, LLC | 2 | $81 | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 3 | $121 | 0.00% | 00.0% | Unchanged |
| Bourgeon Capital Management LLC | 4 | $162 | 0.00% | 00.0% | Unchanged |
| Horizon Investments, LLC | 6 | $239 | 0.00% | +6 | New |
| Baker Avenue Asset Management, LP | 9 | $363 | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 14 | $529 | 0.00% | +8+133.3% | Added |
| Jones Financial Companies LLLP | 18 | $726 | 0.00% | +18 | New |
| Macroview Investment Management LLC | 21 | $847 | 0.00% | +21 | New |
| Farther Finance Advisors, LLC | 22 | $887 | 0.00% | −99−81.8% | Reduced |
| Iron Horse Wealth Management, LLC | 26 | $1.05K | 0.00% | +26 | New |
| SJS Investment Consulting Inc. | 31 | $1.25K | 0.00% | +4+14.8% | Added |
| Global Retirement Partners, LLC | 34 | $1.31K | 0.00% | +7+25.9% | Added |
| Gradient Investments LLC | 46 | $1.85K | 0.00% | +13+39.4% | Added |
| GW&K Investment Management, LLC | 44 | $2.00K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 56 | $2.26K | 0.00% | −5−8.2% | Reduced |
| Richard W. Paul & Associates, LLC | 67 | $2.70K | 0.00% | −10−13.0% | Reduced |
| Capital Analysts, LLC | 68 | $3.00K | 0.00% | 00.0% | Unchanged |
| Steward Financial Group LLC | 99 | $3.00K | 0.00% | +99 | New |
| Farmers & Merchants Investments Inc | 75 | $3.02K | 0.00% | −5−6.3% | Reduced |
| Private Trust Co NA | 78 | $3.14K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 85 | $3.43K | 0.00% | −22−20.6% | Reduced |
| Whittier Trust Co of Nevada Inc | 93 | $3.75K | 0.00% | −7−7.0% | Reduced |
| Bell Investment Advisors, Inc | 112 | $4.51K | 0.00% | +11+10.9% | Added |
| Versant Capital Management, Inc | 118 | $4.76K | 0.00% | 00.0% | Unchanged |
| Psagot Value Holdings Ltd. / (Israel) | 123 | $5.00K | 0.00% | −84−40.6% | Reduced |
| Umb Bank N A | 131 | $5.28K | 0.00% | 00.0% | Unchanged |
| PFS Partners, LLC | 138 | $5.56K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 140 | $5.64K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 163 | $6.57K | 0.00% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 176 | $7.00K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 175 | $7.04K | 0.00% | +1+0.6% | Added |
| Glassman Wealth Services | 180 | $7.26K | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 205 | $8.26K | 0.00% | 00.0% | Unchanged |
| Peregrine Capital Management LLC | 219 | $8.83K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 210 | $9.00K | 0.00% | −97−31.6% | Reduced |
| Loomis Sayles & Co L P | 227 | $9.00K | 0.00% | +227 | New |
| Whittier Trust Co | 247 | $9.96K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 253 | $10.2K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 255 | $10.3K | 0.00% | −650−71.8% | Reduced |
| Red Tortoise LLC | 257 | $10.4K | 0.01% | 00.0% | Unchanged |
| Compass Wealth Management LLC | 259 | $10.4K | 0.00% | +259 | New |
| Silicon Valley Capital Partners | 274 | $11.0K | 0.00% | +3+1.1% | Added |
| Parkside Financial Bank & Trust | 293 | $11.8K | 0.00% | +120+69.4% | Added |
| Central Trust Co | 293 | $11.8K | 0.00% | +143+95.3% | Added |
| Massmutual Trust Co FSB | 308 | $12.4K | 0.00% | +122+65.6% | Added |
| Spire Wealth Management | 339 | $13.7K | 0.00% | 00.0% | Unchanged |
| Group One Trading, L.P. | 389 | $15.7K | 0.00% | −1,000−72.0% | Reduced |
| Lindbrook Capital, LLC | 392 | $15.8K | 0.00% | +5+1.3% | Added |
| Washington Trust Advisors, Inc. | 411 | $16.6K | 0.00% | 00.0% | Unchanged |
| Community Bank, N.A. | 463 | $18.7K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 467 | $18.8K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 490 | $19.8K | 0.00% | +50+11.4% | Added |
| Allworth Financial LP | 550 | $22.2K | 0.00% | +111+25.3% | Added |
| Quent Capital, LLC | 603 | $24.3K | 0.00% | −171−22.1% | Reduced |
| Front Row Advisors LLC | 624 | $25.2K | 0.01% | +83+15.3% | Added |
| New England Capital Financial Advisors LLC | 659 | $26.6K | 0.02% | +5+0.8% | Added |
| Park Place Capital Corp | 669 | $27.0K | 0.01% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 670 | $27.0K | 0.00% | −80−10.7% | Reduced |
| Bangor Savings Bank | 700 | $28.2K | 0.00% | −300−30.0% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 710 | $29.0K | 0.00% | 00.0% | Unchanged |
| Cubist Systematic Strategies, LLC | 770 | $31.0K | 0.00% | −5,358−87.4% | Reduced |
| Cullen/Frost Bankers, Inc. | 785 | $31.6K | 0.00% | −2,001−71.8% | Reduced |
| NBC Securities, Inc. | 807 | $32.0K | 0.00% | +807 | New |
| EverSource Wealth Advisors, LLC | 859 | $34.6K | 0.00% | −224−20.7% | Reduced |
| Geneos Wealth Management Inc. | 905 | $36.5K | 0.00% | +905 | New |
| Itau Unibanco Holding S.A. | 1,042 | $42.0K | 0.00% | −429−29.2% | Reduced |
| Compagnie Lombard Odier SCmA | 1,057 | $42.6K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 1,109 | $44.7K | 0.00% | −198−15.1% | Reduced |
| GWM Advisors LLC | 1,145 | $46.2K | 0.00% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 1,216 | $49.0K | 0.03% | −265−17.9% | Reduced |
| Union Savings Bank | 1,258 | $50.7K | 0.03% | 00.0% | Unchanged |
| V-Square Quantitative Management LLC | 1,341 | $54.1K | 0.02% | −7−0.5% | Reduced |
| Desjardins Global Asset Management Inc. | 1,379 | $55.6K | 0.01% | +1,379 | New |
| Financial Management Professionals, Inc. | 1,498 | $60.0K | 0.01% | +5+0.3% | Added |
| Washington Trust Co | 1,498 | $60.4K | 0.00% | −3−0.2% | Reduced |
| Armstrong Advisory Group, Inc | 1,652 | $66.6K | 0.01% | −795−32.5% | Reduced |
| Ci Investments Inc. | 1,708 | $69.0K | 0.00% | +5+0.3% | Added |
| Quadrant Capital Group LLC | 1,989 | $80.2K | 0.01% | +1,052+112.3% | Added |
| IFP Advisors, Inc | 2,064 | $83.2K | 0.00% | 00.0% | Unchanged |
| Natixis | 2,183 | $88.0K | 0.00% | +1,719+370.5% | Added |
| HighMark Wealth Management LLC | 2,683 | $108.1K | 0.09% | +24+0.9% | Added |
| Lazard Asset Management LLC | 2,713 | $109.0K | 0.00% | +1,859+217.7% | Added |
| Northwestern Mutual Wealth Management Co | 2,785 | $112.3K | 0.00% | −37−1.3% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 3,156 | $127.0K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 3,218 | $129.7K | 0.01% | −46−1.4% | Reduced |
| Ronald Blue Trust, Inc. | 3,700 | $140.0K | 0.00% | +2,312+166.6% | Added |
| Covestor Ltd | 3,529 | $142.0K | 0.11% | +513+17.0% | Added |
| Creative Financial Designs Inc | 3,527 | $142.2K | 0.02% | −80−2.2% | Reduced |
| Banque Cantonale Vaudoise | 3,576 | $144.0K | 0.01% | +1,176+49.0% | Added |
| Smithfield Trust Co | 4,054 | $162.0K | 0.01% | −576−12.4% | Reduced |
| Vestcor Inc | 4,079 | $164.0K | 0.01% | −94−2.3% | Reduced |
| CWM, LLC | 4,504 | $182.0K | 0.00% | +141+3.2% | Added |
| Steward Partners Investment Advisory, LLC | 4,757 | $191.8K | 0.00% | +191+4.2% | Added |
| Impact Partnership Wealth, LLC | 4,764 | $192.1K | 0.06% | +4,764 | New |
| Empower Advisory Group, LLC | 5,019 | $202.3K | 0.00% | +5,019 | New |
| Firestone Capital Management | 5,093 | $205.3K | 0.07% | 00.0% | Unchanged |
| Benin Management CORP | 5,124 | $206.5K | 0.08% | +5,124 | New |