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 |
|---|---|---|---|---|---|
| BCGM Wealth Management, LLC | 25,901 | $1.31M | 0.54% | +1,320+5.4% | Added |
| Pacer Advisors, Inc. | 25,858 | $1.31M | 0.00% | +11,338+78.1% | Added |
| Cornercap Investment Counsel Inc | 25,715 | $1.31M | 0.21% | −36−0.1% | Reduced |
| Simplex Trading, LLC | 25,678 | $1.30M | 0.04% | +17,848+227.9% | Added |
| Tompkins Financial Corp | 25,162 | $1.28M | 0.15% | 00.0% | Unchanged |
| JustInvest LLC | 24,511 | $1.24M | 0.03% | +16,124+192.2% | Added |
| Susquehanna Portfolio Strategies, LLC | 24,406 | $1.24M | 0.02% | +24,406 | New |
| M Holdings Securities, Inc. | 23,469 | $1.19M | 0.13% | 00.0% | Unchanged |
| Cetera Advisor Networks LLC | 22,823 | $1.16M | 0.01% | −442−1.9% | Reduced |
| Icon Advisers Inc | 22,800 | $1.16M | 0.26% | 00.0% | Unchanged |
| Bayview Asset Management, LLC | 22,750 | $1.15M | 0.65% | −22,750−50.0% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 22,706 | $1.15M | 0.00% | +22,706 | New |
| Neuberger Berman Group LLC | 22,559 | $1.15M | 0.00% | −12,950−36.5% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 22,364 | $1.14M | 0.00% | −2,615−10.5% | Reduced |
| Public Employees Retirement Association of Colorado | 21,587 | $1.10M | 0.01% | −1,768−7.6% | Reduced |
| Voya Investment Management LLC | 21,417 | $1.09M | 0.00% | −587−2.7% | Reduced |
| Quadrature Capital Ltd | 21,273 | $1.08M | 0.02% | +21,273 | New |
| Patriot Financial Group Insurance Agency, LLC | 21,003 | $1.07M | 0.20% | −20.0% | Reduced |
| Xponance, Inc. | 20,708 | $1.05M | 0.01% | −161−0.8% | Reduced |
| Bank of Montreal | 20,277 | $1.05M | 0.00% | −283,430−93.3% | Reduced |
| Legacy Wealth Management, LLC | 20,500 | $1.04M | 0.50% | −2,585−11.2% | Reduced |
| Worldquant Millennium Advisors LLC | 20,156 | $1.02M | 0.01% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 19,843 | $1.01M | 0.01% | −3,568−15.2% | Reduced |
| Essex Financial Services, Inc. | 19,686 | $999.3K | 0.10% | −16,338−45.4% | Reduced |
| Pictet Asset Management Holding SA | 19,562 | $993.0K | 0.00% | −53,841−73.3% | Reduced |
| 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 |
| Emerald Mutual Fund Advisers Trust | 19,470 | $988.3K | 0.05% | 00.0% | Unchanged |
| Commerce Bank | 19,236 | $976.4K | 0.01% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 18,756 | $952.1K | 0.01% | +452+2.5% | Added |
| State of Alaska, Department of Revenue | 18,579 | $943.0K | 0.01% | −2,015−9.8% | Reduced |
| Brevan Howard Capital Management LP | 18,456 | $936.8K | 0.09% | +18,456 | New |
| Resources Management Corp | 17,504 | $889.0K | 0.13% | −75−0.4% | Reduced |
| LMR Partners LLP | 17,474 | $887.0K | 0.02% | +17,474 | New |
| The PNC Financial Services Group, Inc. | 17,335 | $879.9K | 0.00% | −202−1.2% | Reduced |
| Entropy Technologies, LP | 16,991 | $862.5K | 0.16% | +16,991 | New |
| Bayesian Capital Management, LP | 16,899 | $857.8K | 0.09% | +16,899 | New |
| M&T Bank Corp | 16,871 | $856.4K | 0.00% | −2,855−14.5% | Reduced |
| Verition Fund Management LLC | 16,491 | $837.1K | 0.01% | −88,729−84.3% | Reduced |
| Sound Income Strategies, LLC | 16,352 | $830.0K | 0.07% | +16,352 | New |
| Cobblestone Capital Advisors LLC | 16,238 | $824.3K | 0.05% | +6,007+58.7% | Added |
| Houlihan Financial Resource Group, Ltd. | 15,575 | $791.0K | 0.38% | 00.0% | Unchanged |
| Outlook Wealth Advisors, LLC | 15,330 | $778.2K | 0.27% | −3,799−19.9% | Reduced |
| AE Wealth Management LLC | 14,812 | $758.5K | 0.00% | +3,027+25.7% | Added |
| Centiva Capital, LP | 14,764 | $749.4K | 0.05% | +14,764 | New |
| Securian Asset Management, Inc | 14,518 | $736.9K | 0.02% | −156−1.1% | Reduced |
| Engineers Gate Manager LP | 14,230 | $722.3K | 0.02% | −1,613−10.2% | Reduced |
| Aquila Investment Management LLC | 14,000 | $710.6K | 0.61% | +3,000+27.3% | Added |
| Quest Partners LLC | 13,985 | $709.9K | 0.15% | +13,985 | New |
| DnB Asset Management AS | 13,969 | $709.1K | 0.00% | −30,560−68.6% | Reduced |
| Atria Wealth Solutions, Inc. | 13,860 | $703.5K | 0.01% | −46−0.3% | Reduced |
| Mariner, LLC | 13,821 | $701.5K | 0.00% | +9+0.1% | Added |
| Maryland State Retirement & Pension System | 13,584 | $689.5K | 0.01% | 00.0% | Unchanged |
| Point72 Middle East FZE | 13,506 | $685.6K | 0.05% | +13,506 | New |
| Legato Capital Management LLC | 13,145 | $667.2K | 0.09% | +13,145 | New |
| United Services Automobile Association | 13,037 | $661.8K | 0.01% | +784+6.4% | Added |
| Kestra Advisory Services, LLC | 12,988 | $659.3K | 0.01% | −34−0.3% | Reduced |
| Baird Financial Group, Inc. | 12,785 | $649.0K | 0.00% | +1,579+14.1% | Added |
| Circle Wealth Management, LLC | 12,669 | $643.1K | 0.02% | −11−0.1% | Reduced |
| Latitude Advisors, LLC | 12,636 | $641.4K | 0.45% | 00.0% | Unchanged |
| NJ State Employees Deferred Compensation Plan | 12,558 | $637.4K | 0.09% | 00.0% | Unchanged |
| First Hawaiian Bank | 12,516 | $635.3K | 0.02% | 00.0% | Unchanged |
| Stephens Inc | 12,467 | $632.8K | 0.01% | +217+1.8% | Added |
| Oak Thistle LLC | 12,046 | $611.5K | 0.18% | +12,046 | New |
| Hamilton Capital Partners Inc. | 11,918 | $605.0K | 0.12% | +1,036+9.5% | Added |
| Founders Capital Management, LLC | 11,497 | $583.6K | 0.12% | 00.0% | Unchanged |
| Douglass Winthrop Advisors, LLC | 11,300 | $573.6K | 0.01% | 00.0% | Unchanged |
| AQR Capital Management LLC | 11,172 | $567.1K | 0.00% | +11,172 | New |
| Crossmark Global Holdings, Inc. | 11,078 | $563.0K | 0.01% | −292−2.6% | Reduced |
| Beacon Pointe Advisors, LLC | 10,758 | $546.1K | 0.01% | +2,449+29.5% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 10,587 | $537.0K | 0.01% | +9,877+1,391.1% | Added |
| Laurion Capital Management LP | 10,578 | $536.9K | 0.02% | +10,578 | New |
| Envestnet Portfolio Solutions, Inc. | 10,014 | $508.3K | 0.00% | −580−5.5% | Reduced |
| MML Investors Services, LLC | 10,001 | $508.0K | 0.00% | +2,372+31.1% | Added |
| Lecap Asset Management Ltd | 9,905 | $502.8K | 0.18% | +9,905 | New |
| Toroso Investments, LLC | 9,490 | $481.7K | 0.01% | +723+8.2% | Added |
| Amundi | 9,470 | $481.6K | 0.00% | −167,011−94.6% | Reduced |
| Utah Retirement Systems | 9,473 | $480.8K | 0.01% | 00.0% | Unchanged |
| Wealth Enhancement Advisory Services, LLC | 9,389 | $476.6K | 0.00% | −1,525−14.0% | Reduced |
| Swiss Life Asset Management Ltd | 9,344 | $475.7K | 0.01% | +9,344 | New |
| Storebrand Asset Management AS | 9,276 | $470.9K | 0.00% | −1,400−13.1% | Reduced |
| Profund Advisors LLC | 9,274 | $470.7K | 0.02% | +1,359+17.2% | Added |
| First Manhattan Co | 9,178 | $466.1K | 0.00% | +1,844+25.1% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 9,350 | $465.5K | 0.00% | −74,375−88.8% | Reduced |
| JB Capital LLC | 9,080 | $460.9K | 0.03% | +36+0.4% | Added |
| ProShare Advisors LLC | 9,049 | $459.3K | 0.00% | −308−3.3% | Reduced |
| Deutsche Bank AG | 8,977 | $455.7K | 0.00% | −279,492−96.9% | Reduced |
| Beverly Hills Private Wealth, LLC | 8,864 | $450.0K | 0.12% | −731−7.6% | Reduced |
| Greenland Capital Management LP | 8,818 | $447.6K | 0.07% | +8,818 | New |
| Cresset Asset Management, LLC | 8,627 | $437.9K | 0.00% | +805+10.3% | Added |
| NorthRock Partners, LLC | 8,610 | $437.0K | 0.02% | +8,610 | New |
| Auxano Advisors, LLC | 8,556 | $434.3K | 0.15% | +8,556 | New |
| Pearl River Capital, LLC | 8,332 | $422.9K | 0.07% | +3,050+57.7% | Added |
| GYL Financial Synergies, LLC | 8,294 | $421.0K | 0.03% | −600−6.7% | Reduced |
| Level Four Advisory Services, LLC | 8,174 | $414.9K | 0.02% | +8,174 | New |
| Atom Investors LP | 8,142 | $413.3K | 0.07% | +8,142 | New |
| Bradley Foster & Sargent Inc | 8,060 | $409.1K | 0.01% | +8,060 | New |
| Evercore Wealth Management, LLC | 7,946 | $403.3K | 0.01% | +7,946 | New |
| Systematic Alpha Investments, LLC | 7,792 | $395.5K | 0.02% | 00.0% | Unchanged |
| Gsa Capital Partners LLP | 7,773 | $395.0K | 0.03% | +7,773 | New |