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 |
|---|---|---|---|---|---|
| Wealth Enhancement Advisory Services, LLC | 9,389 | $476.6K | 0.00% | −1,525−14.0% | Reduced |
| Utah Retirement Systems | 9,473 | $480.8K | 0.01% | 00.0% | Unchanged |
| Amundi | 9,470 | $481.6K | 0.00% | −167,011−94.6% | Reduced |
| Toroso Investments, LLC | 9,490 | $481.7K | 0.01% | +723+8.2% | Added |
| Lecap Asset Management Ltd | 9,905 | $502.8K | 0.18% | +9,905 | New |
| MML Investors Services, LLC | 10,001 | $508.0K | 0.00% | +2,372+31.1% | Added |
| Envestnet Portfolio Solutions, Inc. | 10,014 | $508.3K | 0.00% | −580−5.5% | Reduced |
| Laurion Capital Management LP | 10,578 | $536.9K | 0.02% | +10,578 | New |
| BI Asset Management Fondsmaeglerselskab A/S | 10,587 | $537.0K | 0.01% | +9,877+1,391.1% | Added |
| Beacon Pointe Advisors, LLC | 10,758 | $546.1K | 0.01% | +2,449+29.5% | Added |
| Crossmark Global Holdings, Inc. | 11,078 | $563.0K | 0.01% | −292−2.6% | Reduced |
| AQR Capital Management LLC | 11,172 | $567.1K | 0.00% | +11,172 | New |
| Douglass Winthrop Advisors, LLC | 11,300 | $573.6K | 0.01% | 00.0% | Unchanged |
| Founders Capital Management, LLC | 11,497 | $583.6K | 0.12% | 00.0% | Unchanged |
| Hamilton Capital Partners Inc. | 11,918 | $605.0K | 0.12% | +1,036+9.5% | Added |
| Oak Thistle LLC | 12,046 | $611.5K | 0.18% | +12,046 | New |
| Stephens Inc | 12,467 | $632.8K | 0.01% | +217+1.8% | Added |
| First Hawaiian Bank | 12,516 | $635.3K | 0.02% | 00.0% | Unchanged |
| NJ State Employees Deferred Compensation Plan | 12,558 | $637.4K | 0.09% | 00.0% | Unchanged |
| Latitude Advisors, LLC | 12,636 | $641.4K | 0.45% | 00.0% | Unchanged |
| Circle Wealth Management, LLC | 12,669 | $643.1K | 0.02% | −11−0.1% | Reduced |
| Baird Financial Group, Inc. | 12,785 | $649.0K | 0.00% | +1,579+14.1% | Added |
| Kestra Advisory Services, LLC | 12,988 | $659.3K | 0.01% | −34−0.3% | Reduced |
| United Services Automobile Association | 13,037 | $661.8K | 0.01% | +784+6.4% | Added |
| Legato Capital Management LLC | 13,145 | $667.2K | 0.09% | +13,145 | New |
| Point72 Middle East FZE | 13,506 | $685.6K | 0.05% | +13,506 | New |
| Maryland State Retirement & Pension System | 13,584 | $689.5K | 0.01% | 00.0% | Unchanged |
| Mariner, LLC | 13,821 | $701.5K | 0.00% | +9+0.1% | Added |
| Atria Wealth Solutions, Inc. | 13,860 | $703.5K | 0.01% | −46−0.3% | Reduced |
| DnB Asset Management AS | 13,969 | $709.1K | 0.00% | −30,560−68.6% | Reduced |
| Quest Partners LLC | 13,985 | $709.9K | 0.15% | +13,985 | New |
| Aquila Investment Management LLC | 14,000 | $710.6K | 0.61% | +3,000+27.3% | Added |
| Engineers Gate Manager LP | 14,230 | $722.3K | 0.02% | −1,613−10.2% | Reduced |
| Securian Asset Management, Inc | 14,518 | $736.9K | 0.02% | −156−1.1% | Reduced |
| Centiva Capital, LP | 14,764 | $749.4K | 0.05% | +14,764 | New |
| AE Wealth Management LLC | 14,812 | $758.5K | 0.00% | +3,027+25.7% | Added |
| Outlook Wealth Advisors, LLC | 15,330 | $778.2K | 0.27% | −3,799−19.9% | Reduced |
| Houlihan Financial Resource Group, Ltd. | 15,575 | $791.0K | 0.38% | 00.0% | Unchanged |
| Cobblestone Capital Advisors LLC | 16,238 | $824.3K | 0.05% | +6,007+58.7% | Added |
| Sound Income Strategies, LLC | 16,352 | $830.0K | 0.07% | +16,352 | New |
| Verition Fund Management LLC | 16,491 | $837.1K | 0.01% | −88,729−84.3% | Reduced |
| M&T Bank Corp | 16,871 | $856.4K | 0.00% | −2,855−14.5% | Reduced |
| Bayesian Capital Management, LP | 16,899 | $857.8K | 0.09% | +16,899 | New |
| Entropy Technologies, LP | 16,991 | $862.5K | 0.16% | +16,991 | New |
| The PNC Financial Services Group, Inc. | 17,335 | $879.9K | 0.00% | −202−1.2% | Reduced |
| LMR Partners LLP | 17,474 | $887.0K | 0.02% | +17,474 | New |
| Resources Management Corp | 17,504 | $889.0K | 0.13% | −75−0.4% | Reduced |
| Brevan Howard Capital Management LP | 18,456 | $936.8K | 0.09% | +18,456 | New |
| State of Alaska, Department of Revenue | 18,579 | $943.0K | 0.01% | −2,015−9.8% | Reduced |
| Private Advisor Group, LLC | 18,756 | $952.1K | 0.01% | +452+2.5% | Added |
| Commerce Bank | 19,236 | $976.4K | 0.01% | 00.0% | Unchanged |
| Emerald Mutual Fund Advisers Trust | 19,470 | $988.3K | 0.05% | 00.0% | Unchanged |
| Brinker Capital Investments, LLC | 19,262 | $989.9K | 0.01% | −997−4.9% | Reduced |
| Orion Portfolio Solutions, LLC | 19,262 | $989.9K | 0.01% | −997−4.9% | Reduced |
| Pictet Asset Management Holding SA | 19,562 | $993.0K | 0.00% | −53,841−73.3% | Reduced |
| Essex Financial Services, Inc. | 19,686 | $999.3K | 0.10% | −16,338−45.4% | Reduced |
| Federation des caisses Desjardins du Quebec | 19,843 | $1.01M | 0.01% | −3,568−15.2% | Reduced |
| Worldquant Millennium Advisors LLC | 20,156 | $1.02M | 0.01% | 00.0% | Unchanged |
| Legacy Wealth Management, LLC | 20,500 | $1.04M | 0.50% | −2,585−11.2% | Reduced |
| Bank of Montreal | 20,277 | $1.05M | 0.00% | −283,430−93.3% | Reduced |
| Xponance, Inc. | 20,708 | $1.05M | 0.01% | −161−0.8% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 21,003 | $1.07M | 0.20% | −20.0% | Reduced |
| Quadrature Capital Ltd | 21,273 | $1.08M | 0.02% | +21,273 | New |
| Voya Investment Management LLC | 21,417 | $1.09M | 0.00% | −587−2.7% | Reduced |
| Public Employees Retirement Association of Colorado | 21,587 | $1.10M | 0.01% | −1,768−7.6% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 22,364 | $1.14M | 0.00% | −2,615−10.5% | Reduced |
| Neuberger Berman Group LLC | 22,559 | $1.15M | 0.00% | −12,950−36.5% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 22,706 | $1.15M | 0.00% | +22,706 | New |
| Bayview Asset Management, LLC | 22,750 | $1.15M | 0.65% | −22,750−50.0% | Reduced |
| Icon Advisers Inc | 22,800 | $1.16M | 0.26% | 00.0% | Unchanged |
| Cetera Advisor Networks LLC | 22,823 | $1.16M | 0.01% | −442−1.9% | Reduced |
| M Holdings Securities, Inc. | 23,469 | $1.19M | 0.13% | 00.0% | Unchanged |
| Susquehanna Portfolio Strategies, LLC | 24,406 | $1.24M | 0.02% | +24,406 | New |
| JustInvest LLC | 24,511 | $1.24M | 0.03% | +16,124+192.2% | Added |
| Tompkins Financial Corp | 25,162 | $1.28M | 0.15% | 00.0% | Unchanged |
| Simplex Trading, LLC | 25,678 | $1.30M | 0.04% | +17,848+227.9% | Added |
| Cornercap Investment Counsel Inc | 25,715 | $1.31M | 0.21% | −36−0.1% | Reduced |
| Pacer Advisors, Inc. | 25,858 | $1.31M | 0.00% | +11,338+78.1% | Added |
| BCGM Wealth Management, LLC | 25,901 | $1.31M | 0.54% | +1,320+5.4% | Added |
| SeaCrest Wealth Management, LLC | 26,825 | $1.38M | 0.17% | −119−0.4% | Reduced |
| Trust Investment Advisors | 27,286 | $1.39M | 1.08% | +94+0.3% | Added |
| Webster Bank, N. A. | 28,214 | $1.43M | 0.18% | 00.0% | Unchanged |
| Handelsbanken Fonder AB | 29,093 | $1.48M | 0.01% | 00.0% | Unchanged |
| Pathstone Holdings, LLC | 29,185 | $1.48M | 0.01% | +29,185 | New |
| LMCG Investments, LLC | 29,823 | $1.51M | 0.09% | +7,268+32.2% | Added |
| HighTower Advisors, LLC | 29,757 | $1.52M | 0.00% | +2,960+11.0% | Added |
| Algert Global LLC | 30,600 | $1.55M | 0.06% | 00.0% | Unchanged |
| Teza Capital Management LLC | 30,975 | $1.57M | 0.26% | +30,975 | New |
| Tower Research Capital LLC (TRC) | 31,466 | $1.60M | 0.02% | +4,659+17.4% | Added |
| Campbell & CO Investment Adviser LLC | 31,735 | $1.61M | 0.15% | +31,735 | New |
| John G Ullman & Associates Inc | 31,850 | $1.62M | 0.26% | +400+1.3% | Added |
| Hennessy Advisors Inc | 32,000 | $1.62M | 0.08% | +32,000 | New |
| SG Americas Securities, LLC | 32,548 | $1.65M | 0.02% | −63,271−66.0% | Reduced |
| Janney Montgomery Scott LLC | 33,087 | $1.68M | 0.01% | +988+3.1% | Added |
| Creative Planning | 33,120 | $1.68M | 0.00% | +3,429+11.5% | Added |
| Guggenheim Capital LLC | 33,901 | $1.72M | 0.01% | +725+2.2% | Added |
| New Mexico Educational Retirement Board | 35,514 | $1.80M | 0.07% | 00.0% | Unchanged |
| Fifth Third Bancorp | 36,119 | $1.83M | 0.01% | +2,067+6.1% | Added |
| Edgestream Partners, L.P. | 36,605 | $1.86M | 0.13% | +36,605 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 36,655 | $1.86M | 0.01% | +9,625+35.6% | Added |