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, Q4 2023
Institutional positions in Webster Financial Corp as of Dec 31, 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
- 479
- +41 vs. Q3 2023
- Shares held
- 148.7M
- −591.9K (−0.4%) vs. Q3 2023
- Total value
- $7.55B
- +$1.53B (+25.4%) vs. Q3 2023
- New holders
- 104
- 132 more added
- Sold out
- 63
- 175 more reduced
6 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2023
Shares, value and share of portfolio for each institution holding Webster Financial Corp; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Capital Advisors, Ltd. LLC | 7 | $0 | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 2 | $102 | 0.00% | 00.0% | Unchanged |
| Bourgeon Capital Management LLC | 4 | $204 | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 6 | $305 | 0.00% | −8−57.1% | Reduced |
| Horizon Investments, LLC | 10 | $503 | 0.00% | +4+66.7% | Added |
| AdvisorNet Financial, Inc | 19 | $964 | 0.00% | +19 | New |
| Avion Wealth | 25 | $1.00K | 0.00% | +13+108.3% | Added |
| Iron Horse Wealth Management, LLC | 26 | $1.32K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 28 | $1.42K | 0.00% | +28 | New |
| SJS Investment Consulting Inc. | 29 | $1.47K | 0.00% | −2−6.5% | Reduced |
| Rothschild Investment LLC | 30 | $1.52K | 0.00% | +30 | New |
| GW&K Investment Management, LLC | 44 | $2.00K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 40 | $2.03K | 0.00% | +40 | New |
| Gradient Investments LLC | 46 | $2.33K | 0.00% | 00.0% | Unchanged |
| NBT Bank N A | 51 | $2.59K | 0.00% | +51 | New |
| Jones Financial Companies LLLP | 53 | $2.69K | 0.00% | +35+194.4% | Added |
| Bay Harbor Wealth Management, LLC | 56 | $2.84K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 68 | $3.00K | 0.00% | 00.0% | Unchanged |
| Richard W. Paul & Associates, LLC | 67 | $3.40K | 0.00% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 68 | $3.45K | 0.00% | +68 | New |
| Farmers & Merchants Investments Inc | 70 | $3.55K | 0.00% | −5−6.7% | Reduced |
| Huntington National Bank | 72 | $3.65K | 0.00% | +71+7,100.0% | Added |
| Pineridge Advisors LLC | 73 | $3.71K | 0.00% | +73 | New |
| Private Trust Co NA | 78 | $3.96K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 96 | $4.87K | 0.00% | +3+3.2% | Added |
| Bell Investment Advisors, Inc | 100 | $5.08K | 0.00% | −12−10.7% | Reduced |
| Sachetta, LLC | 103 | $5.23K | 0.00% | +103 | New |
| Global Retirement Partners, LLC | 108 | $5.34K | 0.00% | +74+217.6% | Added |
| Versant Capital Management, Inc | 111 | $5.63K | 0.00% | −7−5.9% | Reduced |
| New England Capital Financial Advisors LLC | 118 | $6.00K | 0.00% | −541−82.1% | Reduced |
| Valley National Advisers Inc | 125 | $6.00K | 0.00% | +125 | New |
| PFS Partners, LLC | 138 | $7.00K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 140 | $7.11K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 147 | $7.46K | 0.00% | −106−41.9% | Reduced |
| JFS Wealth Advisors, LLC | 150 | $7.61K | 0.00% | +65+76.5% | Added |
| Venturi Wealth Management, LLC | 163 | $8.27K | 0.00% | 00.0% | Unchanged |
| Caitlin John, LLC | 168 | $8.52K | 0.01% | +168 | New |
| Raleigh Capital Management Inc. | 175 | $8.87K | 0.00% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 176 | $9.00K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 180 | $9.14K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 186 | $9.44K | 0.00% | −107−36.5% | Reduced |
| Farther Finance Advisors, LLC | 199 | $10.1K | 0.00% | +177+804.5% | Added |
| Massmutual Trust Co FSB | 205 | $10.4K | 0.00% | −103−33.4% | Reduced |
| Focused Wealth Management, Inc | 205 | $10.4K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 210 | $11.0K | 0.00% | 00.0% | Unchanged |
| Peregrine Capital Management LLC | 219 | $11.1K | 0.00% | 00.0% | Unchanged |
| Picton Mahoney Asset Management | 240 | $12.0K | 0.00% | +240 | New |
| Whittier Trust Co | 247 | $12.5K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 254 | $12.9K | 0.01% | +254 | New |
| Harbour Investments, Inc. | 255 | $12.9K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 257 | $13.0K | 0.01% | 00.0% | Unchanged |
| Compass Wealth Management LLC | 259 | $13.1K | 0.00% | 00.0% | Unchanged |
| Silicon Valley Capital Partners | 277 | $14.0K | 0.00% | +3+1.1% | Added |
| Central Trust Co | 293 | $14.9K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 310 | $15.7K | 0.01% | +310 | New |
| Clear Point Advisors Inc. | 365 | $18.5K | 0.02% | +365 | New |
| Washington Trust Advisors, Inc. | 386 | $19.6K | 0.00% | −25−6.1% | Reduced |
| Lindbrook Capital, LLC | 453 | $23.0K | 0.00% | +61+15.6% | Added |
| Community Bank, N.A. | 463 | $23.5K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 467 | $23.7K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 510 | $25.9K | 0.00% | +20+4.1% | Added |
| Allworth Financial LP | 577 | $29.3K | 0.00% | +27+4.9% | Added |
| Bangor Savings Bank | 600 | $30.5K | 0.00% | −100−14.3% | Reduced |
| Spire Wealth Management | 607 | $30.5K | 0.00% | +268+79.1% | Added |
| Johnson Financial Group, Inc. | 670 | $34.0K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 683 | $34.7K | 0.00% | +80+13.3% | Added |
| Cullen/Frost Bankers, Inc. | 785 | $39.8K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 807 | $41.0K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 833 | $42.3K | 0.04% | +833 | New |
| Smartleaf Asset Management LLC | 823 | $42.4K | 0.01% | +823 | New |
| EntryPoint Capital, LLC | 843 | $42.8K | 0.04% | +843 | New |
| Abich Financial Wealth Management LLC | 850 | $43.1K | 0.04% | +850 | New |
| Principal Securities, Inc. | 881 | $44.7K | 0.00% | +881 | New |
| Geneos Wealth Management Inc. | 915 | $46.4K | 0.00% | +10+1.1% | Added |
| Point72 Hong Kong Ltd | 920 | $46.7K | 0.00% | +920 | New |
| First Horizon Advisors, Inc. | 968 | $49.1K | 0.00% | −141−12.7% | Reduced |
| Elequin Capital LP | 987 | $50.1K | 0.02% | +987 | New |
| EverSource Wealth Advisors, LLC | 1,114 | $56.5K | 0.01% | +255+29.7% | Added |
| Nomura Asset Management Co Ltd | 1,154 | $58.6K | 0.00% | −42,391−97.3% | Reduced |
| AllSquare Wealth Management LLC | 1,216 | $61.7K | 0.04% | 00.0% | Unchanged |
| Union Savings Bank | 1,258 | $63.8K | 0.04% | 00.0% | Unchanged |
| GWM Advisors LLC | 1,266 | $64.3K | 0.00% | +121+10.6% | Added |
| Quadrant Capital Group LLC | 1,359 | $69.0K | 0.01% | −630−31.7% | Reduced |
| GAMMA Investing LLC | 1,403 | $69.4K | 0.02% | +1,403 | New |
| Financial Management Professionals, Inc. | 1,475 | $75.0K | 0.01% | −23−1.5% | Reduced |
| Washington Trust Co | 1,498 | $76.0K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 1,577 | $80.0K | 0.01% | −75−4.5% | Reduced |
| ICA Group Wealth Management, LLC | 1,649 | $83.7K | 0.02% | +1,649 | New |
| Ci Investments Inc. | 1,839 | $93.0K | 0.00% | +131+7.7% | Added |
| IFP Advisors, Inc | 2,064 | $104.8K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 2,396 | $121.6K | 0.00% | −2,908−54.8% | Reduced |
| Northwestern Mutual Wealth Management Co | 2,408 | $122.2K | 0.00% | −377−13.5% | Reduced |
| Headlands Technologies LLC | 2,499 | $126.8K | 0.04% | +2,499 | New |
| DekaBank Deutsche Girozentrale | 2,502 | $128.0K | 0.00% | −17,422−87.4% | Reduced |
| Shell Asset Management Co | 2,564 | $130.0K | 0.01% | −6,170−70.6% | Reduced |
| Group One Trading, L.P. | 2,610 | $132.5K | 0.00% | +2,221+571.0% | Added |
| HighMark Wealth Management LLC | 2,710 | $137.6K | 0.10% | +27+1.0% | Added |
| Covestor Ltd | 2,754 | $140.0K | 0.10% | −775−22.0% | Reduced |
| Ronald Blue Trust, Inc. | 3,643 | $147.0K | 0.00% | −57−1.5% | Reduced |
| Proequities, Inc. | 2,988 | $151.7K | 0.01% | −230−7.1% | Reduced |