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 |
|---|---|---|---|---|---|
| Korea Investment CORP | 7,750 | $393.4K | 0.00% | −18,779−70.8% | Reduced |
| Sutton Place Investors LLC | 7,736 | $392.7K | 0.28% | +19+0.2% | Added |
| Shelton Capital Management | 7,665 | $389.1K | 0.01% | −570−6.9% | Reduced |
| Alps Advisors Inc | 7,655 | $388.6K | 0.00% | −436−5.4% | Reduced |
| Coldstream Capital Management Inc | 7,630 | $387.3K | 0.01% | −39−0.5% | Reduced |
| 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 |
| Cambridge Investment Research Advisors, Inc. | 7,474 | $379.0K | 0.00% | +149+2.0% | Added |
| Concurrent Investment Advisors, LLC | 7,459 | $378.6K | 0.02% | +7,459 | New |
| Silvercrest Asset Management Group LLC | 7,359 | $373.5K | 0.00% | +374+5.4% | Added |
| US Bancorp | 7,227 | $366.8K | 0.00% | −166−2.2% | Reduced |
| Lebenthal Global Advisors, LLC | 6,783 | $344.3K | 0.08% | +214+3.3% | Added |
| Verdence Capital Advisors LLC | 6,714 | $340.8K | 0.03% | −58−0.9% | Reduced |
| XTX Topco Ltd | 6,669 | $338.5K | 0.07% | +261+4.1% | Added |
| Ontario Teachers Pension Plan Board | 6,557 | $332.8K | 0.00% | +6,557 | New |
| Impact Partnership Wealth, LLC | 6,516 | $330.8K | 0.12% | +1,752+36.8% | Added |
| Cetera Investment Advisers | 6,383 | $324.0K | 0.00% | +291+4.8% | Added |
| Addison Capital Co | 6,183 | $313.8K | 0.19% | 00.0% | Unchanged |
| Ethic Inc. | 6,162 | $312.8K | 0.01% | −5,423−46.8% | Reduced |
| Signaturefd, LLC | 5,982 | $303.6K | 0.01% | +842+16.4% | Added |
| Cetera Advisors LLC | 5,872 | $298.1K | 0.00% | −248−4.1% | Reduced |
| GTS Securities LLC | 5,866 | $297.8K | 0.01% | +5,866 | New |
| Wedmont Private Capital | 5,687 | $292.3K | 0.02% | +5,687 | New |
| Sky Investment Group LLC | 5,686 | $288.6K | 0.06% | 00.0% | Unchanged |
| PEAK6 Investments LLC | 5,661 | $287.4K | 0.01% | −4,625−45.0% | Reduced |
| FDx Advisors, Inc. | 5,643 | $286.0K | 0.02% | −110−1.9% | Reduced |
| Riverwater Partners LLC | 5,620 | $285.3K | 0.23% | 00.0% | Unchanged |
| Greenleaf Trust | 5,613 | $284.9K | 0.00% | +196+3.6% | Added |
| Essex Savings Bank | 5,608 | $284.6K | 0.08% | −40−0.7% | Reduced |
| Modera Wealth Management, LLC | 5,566 | $282.5K | 0.00% | 00.0% | Unchanged |
| Hartford Financial Management Inc. | 5,554 | $281.9K | 0.06% | −100−1.8% | Reduced |
| Blair William & Co | 5,521 | $280.2K | 0.00% | +123+2.3% | Added |
| Bleakley Financial Group, LLC | 5,463 | $277.3K | 0.01% | +73+1.4% | Added |
| CWM, LLC | 5,458 | $277.0K | 0.00% | +954+21.2% | Added |
| Journey Strategic Wealth LLC | 5,403 | $274.3K | 0.01% | 00.0% | Unchanged |
| Sawtooth Solutions, LLC | 5,402 | $274.2K | 0.01% | +12+0.2% | Added |
| Benjamin F. Edwards & Company, Inc. | 5,414 | $274.0K | 0.01% | +2,258+71.5% | Added |
| Panagora Asset Management Inc | 5,300 | $269.0K | 0.00% | 00.0% | Unchanged |
| Clearbridge Investments, LLC | 5,143 | $261.1K | 0.00% | 00.0% | Unchanged |
| Firestone Capital Management | 5,093 | $258.5K | 0.08% | 00.0% | Unchanged |
| Squarepoint Ops LLC | 5,077 | $257.7K | 0.00% | −70,278−93.3% | Reduced |
| Great Lakes Advisors, LLC | 5,027 | $255.2K | 0.00% | +5,027 | New |
| Steward Partners Investment Advisory, LLC | 4,953 | $251.4K | 0.00% | +196+4.1% | Added |
| Sterling Financial Planning, Inc. | 4,852 | $246.3K | 0.11% | +4,852 | New |
| 1858 Wealth Management, LLC | 4,801 | $243.7K | 0.23% | +4,801 | New |
| Vestmark Advisory Solutions, Inc. | 4,778 | $242.5K | 0.01% | +4,778 | New |
| Wetzel Investment Advisors, Inc. | 4,700 | $239.0K | 0.15% | +4,700 | New |
| Penbrook Management LLC | 4,680 | $237.6K | 0.16% | +4,680 | New |
| Voya Financial Advisors, Inc. | 4,544 | $234.4K | 0.03% | +4,544 | New |
| O'Shaughnessy Asset Management, LLC | 4,612 | $234.1K | 0.00% | +4,612 | New |
| Relative Value Partners Group, LLC | 4,579 | $232.4K | 0.01% | +4,579 | New |
| CIBC Asset Management Inc | 4,573 | $232.1K | 0.00% | −5,020−52.3% | Reduced |
| Mercer Global Advisors Inc | 4,564 | $232.0K | 0.00% | −817−15.2% | Reduced |
| Evergreen Capital Management LLC | 4,552 | $231.1K | 0.01% | +4,552 | New |
| Ingalls & Snyder LLC | 4,556 | $231.0K | 0.01% | +4,556 | New |
| Raymond James Trust N.A. | 4,518 | $229.3K | 0.01% | +4,518 | 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 |
| Forum Financial Management, LP | 4,467 | $226.7K | 0.00% | +4,467 | New |
| MQS Management LLC | 4,413 | $224.0K | 0.12% | +4,413 | New |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 4,366 | $222.0K | 0.00% | −97,334−95.7% | Reduced |
| Seeds Investor LLC | 4,366 | $221.6K | 0.25% | +4,366 | New |
| Trust Point Inc. | 4,312 | $218.9K | 0.02% | +4,312 | New |
| Platform Technology Partners | 4,532 | $215.2K | 0.08% | +4,532 | New |
| Canandaigua National Bank & Trust Co | 4,234 | $214.9K | 0.03% | +4,234 | New |
| Perigon Wealth Management, LLC | 4,194 | $212.9K | 0.01% | +4,194 | New |
| Oppenheimer & Co Inc | 4,187 | $212.5K | 0.00% | +4,187 | New |
| Snowden Capital Advisors LLC | 4,179 | $212.1K | 0.01% | +4,179 | New |
| Park Avenue Securities LLC | 4,173 | $212.0K | 0.00% | +4,173 | New |
| Covenant Partners, LLC | 4,146 | $210.5K | 0.07% | +4,146 | New |
| Beck Mack & Oliver LLC | 4,091 | $207.7K | 0.00% | +4,091 | New |
| First Commonwealth Financial Corp | 4,058 | $206.0K | 0.06% | +4,058 | New |
| SlateStone Wealth, LLC | 4,039 | $205.0K | 0.03% | +4,039 | New |
| Rossmore Private Capital | 4,006 | $203.3K | 0.03% | +4,006 | New |
| William Blair Investment Management, LLC | 3,952 | $200.6K | 0.00% | +3,952 | New |
| Smithfield Trust Co | 3,894 | $197.0K | 0.01% | −160−3.9% | Reduced |
| Lazard Asset Management LLC | 3,604 | $182.0K | 0.00% | +891+32.8% | Added |
| Point72 Asia (Singapore) Pte. Ltd. | 3,531 | $179.2K | 0.04% | +3,531 | New |
| Creative Financial Designs Inc | 3,522 | $178.8K | 0.02% | −5−0.1% | Reduced |
| Proequities, Inc. | 2,988 | $151.7K | 0.01% | −230−7.1% | Reduced |
| Ronald Blue Trust, Inc. | 3,643 | $147.0K | 0.00% | −57−1.5% | Reduced |
| Covestor Ltd | 2,754 | $140.0K | 0.10% | −775−22.0% | Reduced |
| HighMark Wealth Management LLC | 2,710 | $137.6K | 0.10% | +27+1.0% | Added |
| Group One Trading, L.P. | 2,610 | $132.5K | 0.00% | +2,221+571.0% | Added |
| Shell Asset Management Co | 2,564 | $130.0K | 0.01% | −6,170−70.6% | Reduced |
| DekaBank Deutsche Girozentrale | 2,502 | $128.0K | 0.00% | −17,422−87.4% | Reduced |
| Headlands Technologies LLC | 2,499 | $126.8K | 0.04% | +2,499 | New |
| Northwestern Mutual Wealth Management Co | 2,408 | $122.2K | 0.00% | −377−13.5% | Reduced |
| Assetmark, Inc | 2,396 | $121.6K | 0.00% | −2,908−54.8% | Reduced |
| IFP Advisors, Inc | 2,064 | $104.8K | 0.00% | 00.0% | Unchanged |
| Ci Investments Inc. | 1,839 | $93.0K | 0.00% | +131+7.7% | Added |
| ICA Group Wealth Management, LLC | 1,649 | $83.7K | 0.02% | +1,649 | New |
| Armstrong Advisory Group, Inc | 1,577 | $80.0K | 0.01% | −75−4.5% | Reduced |
| Washington Trust Co | 1,498 | $76.0K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 1,475 | $75.0K | 0.01% | −23−1.5% | Reduced |
| GAMMA Investing LLC | 1,403 | $69.4K | 0.02% | +1,403 | New |
| Quadrant Capital Group LLC | 1,359 | $69.0K | 0.01% | −630−31.7% | Reduced |
| GWM Advisors LLC | 1,266 | $64.3K | 0.00% | +121+10.6% | Added |
| Union Savings Bank | 1,258 | $63.8K | 0.04% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 1,216 | $61.7K | 0.04% | 00.0% | Unchanged |