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 |
|---|---|---|---|---|---|
| Creative Financial Designs Inc | 3,522 | $178.8K | 0.02% | −5−0.1% | Reduced |
| Point72 Asia (Singapore) Pte. Ltd. | 3,531 | $179.2K | 0.04% | +3,531 | New |
| Lazard Asset Management LLC | 3,604 | $182.0K | 0.00% | +891+32.8% | Added |
| Smithfield Trust Co | 3,894 | $197.0K | 0.01% | −160−3.9% | Reduced |
| William Blair Investment Management, LLC | 3,952 | $200.6K | 0.00% | +3,952 | New |
| Rossmore Private Capital | 4,006 | $203.3K | 0.03% | +4,006 | New |
| SlateStone Wealth, LLC | 4,039 | $205.0K | 0.03% | +4,039 | New |
| First Commonwealth Financial Corp | 4,058 | $206.0K | 0.06% | +4,058 | New |
| Beck Mack & Oliver LLC | 4,091 | $207.7K | 0.00% | +4,091 | New |
| Covenant Partners, LLC | 4,146 | $210.5K | 0.07% | +4,146 | New |
| Park Avenue Securities LLC | 4,173 | $212.0K | 0.00% | +4,173 | New |
| Snowden Capital Advisors LLC | 4,179 | $212.1K | 0.01% | +4,179 | New |
| Oppenheimer & Co Inc | 4,187 | $212.5K | 0.00% | +4,187 | New |
| Perigon Wealth Management, LLC | 4,194 | $212.9K | 0.01% | +4,194 | New |
| Canandaigua National Bank & Trust Co | 4,234 | $214.9K | 0.03% | +4,234 | New |
| Platform Technology Partners | 4,532 | $215.2K | 0.08% | +4,532 | New |
| Trust Point Inc. | 4,312 | $218.9K | 0.02% | +4,312 | New |
| Seeds Investor LLC | 4,366 | $221.6K | 0.25% | +4,366 | New |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 4,366 | $222.0K | 0.00% | −97,334−95.7% | Reduced |
| MQS Management LLC | 4,413 | $224.0K | 0.12% | +4,413 | New |
| Forum Financial Management, LP | 4,467 | $226.7K | 0.00% | +4,467 | New |
| Waycross Partners, LLC | 4,500 | $228.4K | 0.04% | −750−14.3% | Reduced |
| Benin Management CORP | 4,500 | $228.4K | 0.08% | −624−12.2% | Reduced |
| Raymond James Trust N.A. | 4,518 | $229.3K | 0.01% | +4,518 | New |
| Ingalls & Snyder LLC | 4,556 | $231.0K | 0.01% | +4,556 | New |
| Evergreen Capital Management LLC | 4,552 | $231.1K | 0.01% | +4,552 | New |
| Mercer Global Advisors Inc | 4,564 | $232.0K | 0.00% | −817−15.2% | Reduced |
| CIBC Asset Management Inc | 4,573 | $232.1K | 0.00% | −5,020−52.3% | Reduced |
| Relative Value Partners Group, LLC | 4,579 | $232.4K | 0.01% | +4,579 | New |
| O'Shaughnessy Asset Management, LLC | 4,612 | $234.1K | 0.00% | +4,612 | New |
| Voya Financial Advisors, Inc. | 4,544 | $234.4K | 0.03% | +4,544 | New |
| Penbrook Management LLC | 4,680 | $237.6K | 0.16% | +4,680 | New |
| Wetzel Investment Advisors, Inc. | 4,700 | $239.0K | 0.15% | +4,700 | New |
| Vestmark Advisory Solutions, Inc. | 4,778 | $242.5K | 0.01% | +4,778 | New |
| 1858 Wealth Management, LLC | 4,801 | $243.7K | 0.23% | +4,801 | New |
| Sterling Financial Planning, Inc. | 4,852 | $246.3K | 0.11% | +4,852 | New |
| Steward Partners Investment Advisory, LLC | 4,953 | $251.4K | 0.00% | +196+4.1% | Added |
| Great Lakes Advisors, LLC | 5,027 | $255.2K | 0.00% | +5,027 | New |
| Squarepoint Ops LLC | 5,077 | $257.7K | 0.00% | −70,278−93.3% | Reduced |
| Firestone Capital Management | 5,093 | $258.5K | 0.08% | 00.0% | Unchanged |
| Clearbridge Investments, LLC | 5,143 | $261.1K | 0.00% | 00.0% | Unchanged |
| Panagora Asset Management Inc | 5,300 | $269.0K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 5,414 | $274.0K | 0.01% | +2,258+71.5% | Added |
| Sawtooth Solutions, LLC | 5,402 | $274.2K | 0.01% | +12+0.2% | Added |
| Journey Strategic Wealth LLC | 5,403 | $274.3K | 0.01% | 00.0% | Unchanged |
| CWM, LLC | 5,458 | $277.0K | 0.00% | +954+21.2% | Added |
| Bleakley Financial Group, LLC | 5,463 | $277.3K | 0.01% | +73+1.4% | Added |
| Blair William & Co | 5,521 | $280.2K | 0.00% | +123+2.3% | Added |
| Hartford Financial Management Inc. | 5,554 | $281.9K | 0.06% | −100−1.8% | Reduced |
| Modera Wealth Management, LLC | 5,566 | $282.5K | 0.00% | 00.0% | Unchanged |
| Essex Savings Bank | 5,608 | $284.6K | 0.08% | −40−0.7% | Reduced |
| Greenleaf Trust | 5,613 | $284.9K | 0.00% | +196+3.6% | Added |
| Riverwater Partners LLC | 5,620 | $285.3K | 0.23% | 00.0% | Unchanged |
| FDx Advisors, Inc. | 5,643 | $286.0K | 0.02% | −110−1.9% | Reduced |
| PEAK6 Investments LLC | 5,661 | $287.4K | 0.01% | −4,625−45.0% | Reduced |
| Sky Investment Group LLC | 5,686 | $288.6K | 0.06% | 00.0% | Unchanged |
| Wedmont Private Capital | 5,687 | $292.3K | 0.02% | +5,687 | New |
| GTS Securities LLC | 5,866 | $297.8K | 0.01% | +5,866 | New |
| Cetera Advisors LLC | 5,872 | $298.1K | 0.00% | −248−4.1% | Reduced |
| Signaturefd, LLC | 5,982 | $303.6K | 0.01% | +842+16.4% | Added |
| Ethic Inc. | 6,162 | $312.8K | 0.01% | −5,423−46.8% | Reduced |
| Addison Capital Co | 6,183 | $313.8K | 0.19% | 00.0% | Unchanged |
| Cetera Investment Advisers | 6,383 | $324.0K | 0.00% | +291+4.8% | Added |
| Impact Partnership Wealth, LLC | 6,516 | $330.8K | 0.12% | +1,752+36.8% | Added |
| Ontario Teachers Pension Plan Board | 6,557 | $332.8K | 0.00% | +6,557 | New |
| XTX Topco Ltd | 6,669 | $338.5K | 0.07% | +261+4.1% | Added |
| Verdence Capital Advisors LLC | 6,714 | $340.8K | 0.03% | −58−0.9% | Reduced |
| Lebenthal Global Advisors, LLC | 6,783 | $344.3K | 0.08% | +214+3.3% | Added |
| US Bancorp | 7,227 | $366.8K | 0.00% | −166−2.2% | Reduced |
| Silvercrest Asset Management Group LLC | 7,359 | $373.5K | 0.00% | +374+5.4% | Added |
| Concurrent Investment Advisors, LLC | 7,459 | $378.6K | 0.02% | +7,459 | New |
| Cambridge Investment Research Advisors, Inc. | 7,474 | $379.0K | 0.00% | +149+2.0% | Added |
| CWM Advisors, LLC | 7,531 | $382.3K | 0.04% | −24−0.3% | Reduced |
| Qube Research & Technologies Ltd | 7,531 | $382.3K | 0.00% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 7,630 | $387.3K | 0.01% | −39−0.5% | Reduced |
| Alps Advisors Inc | 7,655 | $388.6K | 0.00% | −436−5.4% | Reduced |
| Shelton Capital Management | 7,665 | $389.1K | 0.01% | −570−6.9% | Reduced |
| Sutton Place Investors LLC | 7,736 | $392.7K | 0.28% | +19+0.2% | Added |
| Korea Investment CORP | 7,750 | $393.4K | 0.00% | −18,779−70.8% | Reduced |
| Gsa Capital Partners LLP | 7,773 | $395.0K | 0.03% | +7,773 | New |
| Systematic Alpha Investments, LLC | 7,792 | $395.5K | 0.02% | 00.0% | Unchanged |
| Evercore Wealth Management, LLC | 7,946 | $403.3K | 0.01% | +7,946 | New |
| Bradley Foster & Sargent Inc | 8,060 | $409.1K | 0.01% | +8,060 | New |
| Atom Investors LP | 8,142 | $413.3K | 0.07% | +8,142 | New |
| Level Four Advisory Services, LLC | 8,174 | $414.9K | 0.02% | +8,174 | New |
| GYL Financial Synergies, LLC | 8,294 | $421.0K | 0.03% | −600−6.7% | Reduced |
| Pearl River Capital, LLC | 8,332 | $422.9K | 0.07% | +3,050+57.7% | Added |
| Auxano Advisors, LLC | 8,556 | $434.3K | 0.15% | +8,556 | New |
| NorthRock Partners, LLC | 8,610 | $437.0K | 0.02% | +8,610 | New |
| Cresset Asset Management, LLC | 8,627 | $437.9K | 0.00% | +805+10.3% | Added |
| Greenland Capital Management LP | 8,818 | $447.6K | 0.07% | +8,818 | New |
| Beverly Hills Private Wealth, LLC | 8,864 | $450.0K | 0.12% | −731−7.6% | Reduced |
| Deutsche Bank AG | 8,977 | $455.7K | 0.00% | −279,492−96.9% | Reduced |
| ProShare Advisors LLC | 9,049 | $459.3K | 0.00% | −308−3.3% | Reduced |
| JB Capital LLC | 9,080 | $460.9K | 0.03% | +36+0.4% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 9,350 | $465.5K | 0.00% | −74,375−88.8% | Reduced |
| First Manhattan Co | 9,178 | $466.1K | 0.00% | +1,844+25.1% | Added |
| Profund Advisors LLC | 9,274 | $470.7K | 0.02% | +1,359+17.2% | Added |
| Storebrand Asset Management AS | 9,276 | $470.9K | 0.00% | −1,400−13.1% | Reduced |
| Swiss Life Asset Management Ltd | 9,344 | $475.7K | 0.01% | +9,344 | New |