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 |
|---|---|---|---|---|---|
| Compass Wealth Management LLC | 259 | $10.4K | 0.00% | +259 | New |
| Red Tortoise LLC | 257 | $10.4K | 0.01% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 255 | $10.3K | 0.00% | −650−71.8% | Reduced |
| Zions Bancorporation, N.A. | 253 | $10.2K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 247 | $9.96K | 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 |
| Peregrine Capital Management LLC | 219 | $8.83K | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 205 | $8.26K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 180 | $7.26K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 175 | $7.04K | 0.00% | +1+0.6% | Added |
| Harvest Fund Management Co., Ltd | 176 | $7.00K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 163 | $6.57K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 140 | $5.64K | 0.00% | 00.0% | Unchanged |
| PFS Partners, LLC | 138 | $5.56K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 131 | $5.28K | 0.00% | 00.0% | Unchanged |
| Psagot Value Holdings Ltd. / (Israel) | 123 | $5.00K | 0.00% | −84−40.6% | Reduced |
| Versant Capital Management, Inc | 118 | $4.76K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 112 | $4.51K | 0.00% | +11+10.9% | Added |
| Whittier Trust Co of Nevada Inc | 93 | $3.75K | 0.00% | −7−7.0% | Reduced |
| JFS Wealth Advisors, LLC | 85 | $3.43K | 0.00% | −22−20.6% | Reduced |
| Private Trust Co NA | 78 | $3.14K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 75 | $3.02K | 0.00% | −5−6.3% | Reduced |
| Capital Analysts, LLC | 68 | $3.00K | 0.00% | 00.0% | Unchanged |
| Steward Financial Group LLC | 99 | $3.00K | 0.00% | +99 | New |
| Richard W. Paul & Associates, LLC | 67 | $2.70K | 0.00% | −10−13.0% | Reduced |
| Bay Harbor Wealth Management, LLC | 56 | $2.26K | 0.00% | −5−8.2% | Reduced |
| GW&K Investment Management, LLC | 44 | $2.00K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 46 | $1.85K | 0.00% | +13+39.4% | Added |
| Global Retirement Partners, LLC | 34 | $1.31K | 0.00% | +7+25.9% | Added |
| SJS Investment Consulting Inc. | 31 | $1.25K | 0.00% | +4+14.8% | Added |
| Iron Horse Wealth Management, LLC | 26 | $1.05K | 0.00% | +26 | New |
| Farther Finance Advisors, LLC | 22 | $887 | 0.00% | −99−81.8% | Reduced |
| Macroview Investment Management LLC | 21 | $847 | 0.00% | +21 | New |
| Jones Financial Companies LLLP | 18 | $726 | 0.00% | +18 | New |
| Tfo-TDC, LLC | 14 | $529 | 0.00% | +8+133.3% | Added |
| Baker Avenue Asset Management, LP | 9 | $363 | 0.00% | 00.0% | Unchanged |
| Horizon Investments, LLC | 6 | $239 | 0.00% | +6 | New |
| Bourgeon Capital Management LLC | 4 | $162 | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 3 | $121 | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 2 | $81 | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 1 | $40 | 0.00% | −218−99.5% | Reduced |
| Capital Advisors, Ltd. LLC | 7 | $0 | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 12 | $0 | 0.00% | +12 | New |
| Wasatch Advisors Inc | 0 | $0 | 0.00% | −1,908,276−100.0% | Sold out |
| Andra AP-fonden | 0 | $0 | 0.00% | −126,800−100.0% | Sold out |
| Brookfield Asset Management Inc. | 0 | $0 | 0.00% | −105,989−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −52,131−100.0% | Sold out |
| Congress Asset Management Co | 0 | $0 | 0.00% | −32,119−100.0% | Sold out |
| Difesa Capital Management, LP | 0 | $0 | 0.00% | −24,057−100.0% | Sold out |
| Mirae Asset Global Investments Co., Ltd. | 0 | $0 | 0.00% | −20,939−100.0% | Sold out |
| Bridgefront Capital, LLC | 0 | $0 | 0.00% | −13,811−100.0% | Sold out |
| Ergoteles LLC | 0 | $0 | 0.00% | −12,316−100.0% | Sold out |
| National Bank of Canada | 0 | $0 | 0.00% | −8,034−100.0% | Sold out |
| Teza Capital Management LLC | 0 | $0 | 0.00% | −7,872−100.0% | Sold out |
| Rockefeller Capital Management L.P. | 0 | $0 | 0.00% | −6,710−100.0% | Sold out |
| Sterling Financial Planning, Inc. | 0 | $0 | 0.00% | −5,955−100.0% | Sold out |
| Buckley Wealth Management, LLC | 0 | $0 | 0.00% | −5,340−100.0% | Sold out |
| WealthPLAN Partners, LLC | 0 | $0 | 0.00% | −3,168−100.0% | Sold out |
| ICA Group Wealth Management, LLC | 0 | $0 | 0.00% | −1,765−100.0% | Sold out |
| DuPont Capital Management Corp | 0 | $0 | 0.00% | −1,497−100.0% | Sold out |
| Montag A & Associates Inc | 0 | $0 | 0.00% | −900−100.0% | Sold out |
| SOA Wealth Advisors, LLC. | 0 | $0 | 0.00% | −797−100.0% | Sold out |
| 25 LLC | 0 | $0 | 0.00% | −327−100.0% | Sold out |
| Highlander Capital Management, LLC | 0 | $0 | 0.00% | −116−100.0% | Sold out |
| Bokf, NA | 0 | $0 | 0.00% | −68−100.0% | Sold out |
| Clean Yield Group | 0 | $0 | 0.00% | −48−100.0% | Sold out |
| Disciplined Investments, LLC | 0 | $0 | 0.00% | −27−100.0% | Sold out |
| Sofos Investments, Inc. | 0 | $0 | 0.00% | −38−100.0% | Sold out |
| Clear Street Markets LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| PFS Investments Inc. | – | – | – | – | Not filed |
| Pictet Asset Management SA | – | – | – | – | Not filed |
| Kistler-Tiffany Companies, LLC | – | – | – | – | Not filed |
| BDO Wealth Advisors, LLC | – | – | – | – | Not filed |