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 |
|---|---|---|---|---|---|
| Signaturefd, LLC | 5,140 | $207.2K | 0.01% | −38−0.7% | Reduced |
| Clearbridge Investments, LLC | 5,143 | $207.3K | 0.00% | −44,159−89.6% | Reduced |
| Bank of Nova Scotia | 5,196 | $209.5K | 0.00% | −3,991−43.4% | Reduced |
| Waycross Partners, LLC | 5,250 | $211.6K | 0.05% | +5,250 | New |
| Pearl River Capital, LLC | 5,282 | $212.9K | 0.03% | +5,282 | New |
| Panagora Asset Management Inc | 5,300 | $213.6K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 5,304 | $213.8K | 0.00% | +716+15.6% | Added |
| Robeco Institutional Asset Management B.V. | 5,342 | $215.3K | 0.00% | −809−13.2% | Reduced |
| Mercer Global Advisors Inc | 5,381 | $217.0K | 0.00% | −65−1.2% | Reduced |
| Bleakley Financial Group, LLC | 5,390 | $217.3K | 0.01% | −188−3.4% | Reduced |
| Sawtooth Solutions, LLC | 5,390 | $217.3K | 0.01% | −185−3.3% | Reduced |
| Blair William & Co | 5,398 | $217.6K | 0.00% | 00.0% | Unchanged |
| Journey Strategic Wealth LLC | 5,403 | $217.8K | 0.01% | −95−1.7% | Reduced |
| Greenleaf Trust | 5,417 | $218.4K | 0.00% | +104+2.0% | Added |
| Diametric Capital, LP | 5,454 | $219.8K | 0.09% | +5,454 | New |
| Sigma Planning Corp | 5,543 | $223.4K | 0.01% | +18+0.3% | Added |
| Modera Wealth Management, LLC | 5,566 | $224.4K | 0.00% | 00.0% | Unchanged |
| Riverwater Partners LLC | 5,620 | $226.5K | 0.21% | −1,380−19.7% | Reduced |
| Essex Savings Bank | 5,648 | $227.7K | 0.08% | 00.0% | Unchanged |
| Hartford Financial Management Inc. | 5,654 | $227.9K | 0.06% | −1,367−19.5% | Reduced |
| Sky Investment Group LLC | 5,686 | $229.2K | 0.05% | 00.0% | Unchanged |
| FDx Advisors, Inc. | 5,753 | $232.0K | 0.02% | +408+7.6% | Added |
| Cetera Investment Advisers | 6,092 | $245.6K | 0.00% | −1,799−22.8% | Reduced |
| Cetera Advisors LLC | 6,120 | $246.7K | 0.00% | −326−5.1% | Reduced |
| Addison Capital Co | 6,183 | $249.0K | 0.19% | 00.0% | Unchanged |
| Capstone Investment Advisors, LLC | 6,308 | $254.3K | 0.01% | +6,308 | New |
| XTX Topco Ltd | 6,408 | $258.3K | 0.04% | +6,408 | New |
| Lebenthal Global Advisors, LLC | 6,569 | $264.8K | 0.08% | −39−0.6% | Reduced |
| Verdence Capital Advisors LLC | 6,772 | $273.0K | 0.03% | +171+2.6% | Added |
| Silvercrest Asset Management Group LLC | 6,985 | $281.6K | 0.00% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 7,325 | $295.0K | 0.00% | +792+12.1% | Added |
| First Manhattan Co | 7,334 | $295.7K | 0.00% | +30.0% | Added |
| US Bancorp | 7,393 | $298.0K | 0.00% | −878−10.6% | Reduced |
| Keeley-Teton Advisors, LLC | 7,413 | $298.8K | 0.04% | 00.0% | Unchanged |
| Qube Research & Technologies Ltd | 7,531 | $303.6K | 0.00% | +7,531 | New |
| CWM Advisors, LLC | 7,555 | $304.5K | 0.04% | −741−8.9% | Reduced |
| MML Investors Services, LLC | 7,629 | $308.0K | 0.00% | −1,205−13.6% | Reduced |
| Coldstream Capital Management Inc | 7,669 | $309.1K | 0.01% | −36−0.5% | Reduced |
| Advisor Partners II, LLC | 7,682 | $309.7K | 0.01% | +1,197+18.5% | Added |
| Sutton Place Investors LLC | 7,717 | $311.1K | 0.40% | −8−0.1% | Reduced |
| Systematic Alpha Investments, LLC | 7,792 | $314.1K | 0.02% | 00.0% | Unchanged |
| Simplex Trading, LLC | 7,830 | $315.0K | 0.01% | +7,830 | New |
| Cresset Asset Management, LLC | 7,822 | $315.3K | 0.00% | +1,044+15.4% | Added |
| Fox Run Management, L.L.C. | 7,847 | $316.3K | 0.09% | +7,847 | New |
| Profund Advisors LLC | 7,915 | $319.1K | 0.02% | −1,362−14.7% | Reduced |
| Alps Advisors Inc | 8,091 | $326.1K | 0.00% | +711+9.6% | Added |
| Shelton Capital Management | 8,235 | $332.0K | 0.01% | −506−5.8% | Reduced |
| Intech Investment Management LLC | 8,239 | $332.1K | 0.00% | −908−9.9% | Reduced |
| Beacon Pointe Advisors, LLC | 8,309 | $334.9K | 0.00% | +374+4.7% | Added |
| JustInvest LLC | 8,387 | $338.1K | 0.01% | −1,359−13.9% | Reduced |
| Aigen Investment Management, LP | 8,484 | $342.0K | 0.06% | +3,058+56.4% | Added |
| Inceptionr LLC | 8,672 | $349.6K | 0.20% | −2,564−22.8% | Reduced |
| Shell Asset Management Co | 8,734 | $352.0K | 0.01% | −232−2.6% | Reduced |
| Toroso Investments, LLC | 8,767 | $353.4K | 0.01% | +454+5.5% | Added |
| GYL Financial Synergies, LLC | 8,894 | $358.5K | 0.03% | 00.0% | Unchanged |
| JB Capital LLC | 9,044 | $364.6K | 0.03% | −12,896−58.8% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 9,225 | $372.0K | 0.00% | −1,044−10.2% | Reduced |
| ProShare Advisors LLC | 9,357 | $377.2K | 0.00% | −852−8.3% | Reduced |
| Utah Retirement Systems | 9,473 | $381.9K | 0.01% | +200+2.2% | Added |
| CIBC Asset Management Inc | 9,593 | $386.7K | 0.00% | −747−7.2% | Reduced |
| Beverly Hills Private Wealth, LLC | 9,595 | $386.8K | 0.12% | −9,596−50.0% | Reduced |
| Cobblestone Capital Advisors LLC | 10,231 | $412.4K | 0.03% | +213+2.1% | Added |
| PEAK6 Investments LLC | 10,286 | $414.6K | 0.02% | +10,176+9,250.9% | Added |
| First Republic Investment Management, Inc. | 10,359 | $417.6K | 0.00% | −2,114−16.9% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 10,594 | $427.1K | 0.00% | +10,594 | New |
| Storebrand Asset Management AS | 10,676 | $430.4K | 0.00% | +162+1.5% | Added |
| Daiwa Securities Group Inc. | 10,700 | $431.0K | 0.00% | +600+5.9% | Added |
| Hamilton Capital Partners Inc. | 10,882 | $438.7K | 0.16% | +6,682+159.1% | Added |
| Wealth Enhancement Advisory Services, LLC | 10,914 | $439.9K | 0.00% | +10,914 | New |
| Aquila Investment Management LLC | 11,000 | $443.4K | 0.41% | −3,000−21.4% | Reduced |
| Baird Financial Group, Inc. | 11,206 | $451.7K | 0.00% | +496+4.6% | Added |
| Prudential PLC | 11,283 | $454.8K | 0.01% | −125−1.1% | Reduced |
| Crossmark Global Holdings, Inc. | 11,370 | $455.0K | 0.01% | −807−6.6% | Reduced |
| Douglass Winthrop Advisors, LLC | 11,300 | $455.5K | 0.01% | −1,000−8.1% | Reduced |
| Founders Capital Management, LLC | 11,497 | $463.4K | 0.11% | 00.0% | Unchanged |
| Ethic Inc. | 11,585 | $467.0K | 0.02% | −1,003−8.0% | Reduced |
| AE Wealth Management LLC | 11,785 | $475.0K | 0.00% | +3,924+49.9% | Added |
| Nordea Investment Management AB | 11,713 | $477.3K | 0.00% | 00.0% | Unchanged |
| Stephens Inc | 12,250 | $493.8K | 0.01% | −317−2.5% | Reduced |
| United Services Automobile Association | 12,253 | $493.9K | 0.01% | +1,335+12.2% | Added |
| TD Asset Management Inc | 12,340 | $497.4K | 0.00% | −800−6.1% | Reduced |
| First Hawaiian Bank | 12,516 | $504.5K | 0.02% | 00.0% | Unchanged |
| NJ State Employees Deferred Compensation Plan | 12,558 | $506.2K | 0.08% | 00.0% | Unchanged |
| Latitude Advisors, LLC | 12,636 | $509.4K | 0.36% | 00.0% | Unchanged |
| Circle Wealth Management, LLC | 12,680 | $511.1K | 0.01% | −571−4.3% | Reduced |
| Kestra Advisory Services, LLC | 13,022 | $524.9K | 0.01% | +1,766+15.7% | Added |
| Teacher Retirement System of Texas | 13,537 | $546.0K | 0.00% | +332+2.5% | Added |
| Maryland State Retirement & Pension System | 13,584 | $547.6K | 0.01% | 00.0% | Unchanged |
| Mariner, LLC | 13,812 | $556.8K | 0.00% | +320+2.4% | Added |
| Ostrum Asset Management | 13,894 | $560.1K | 0.05% | −94−0.7% | Reduced |
| Atria Wealth Solutions, Inc. | 13,906 | $560.6K | 0.01% | −41−0.3% | Reduced |
| Trexquant Investment LP | 14,016 | $565.0K | 0.01% | +14,016 | New |
| Pathstone Family Office, LLC | 14,206 | $572.6K | 0.00% | +4,602+47.9% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 14,437 | $582.0K | 0.01% | −42−0.3% | Reduced |
| Pacer Advisors, Inc. | 14,520 | $585.3K | 0.00% | −16,180−52.7% | Reduced |
| Elo Mutual Pension Insurance Co | 14,583 | $588.0K | 0.02% | +14,583 | New |
| Securian Asset Management, Inc | 14,674 | $591.5K | 0.02% | −892−5.7% | Reduced |
| Assenagon Asset Management S.A. | 14,814 | $597.2K | 0.00% | −45,258−75.3% | Reduced |
| Allianz Asset Management GmbH | 15,408 | $621.1K | 0.00% | −1,552−9.2% | Reduced |
| Houlihan Financial Resource Group, Ltd. | 15,575 | $628.0K | 0.34% | +15,575 | New |