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 |
|---|---|---|---|---|---|
| Nomura Asset Management Co Ltd | 1,154 | $58.6K | 0.00% | −42,391−97.3% | Reduced |
| EverSource Wealth Advisors, LLC | 1,114 | $56.5K | 0.01% | +255+29.7% | Added |
| Elequin Capital LP | 987 | $50.1K | 0.02% | +987 | New |
| First Horizon Advisors, Inc. | 968 | $49.1K | 0.00% | −141−12.7% | Reduced |
| Point72 Hong Kong Ltd | 920 | $46.7K | 0.00% | +920 | New |
| Geneos Wealth Management Inc. | 915 | $46.4K | 0.00% | +10+1.1% | Added |
| Principal Securities, Inc. | 881 | $44.7K | 0.00% | +881 | New |
| Abich Financial Wealth Management LLC | 850 | $43.1K | 0.04% | +850 | New |
| EntryPoint Capital, LLC | 843 | $42.8K | 0.04% | +843 | New |
| Smartleaf Asset Management LLC | 823 | $42.4K | 0.01% | +823 | New |
| Bruce G. Allen Investments, LLC | 833 | $42.3K | 0.04% | +833 | New |
| NBC Securities, Inc. | 807 | $41.0K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 785 | $39.8K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 683 | $34.7K | 0.00% | +80+13.3% | Added |
| Johnson Financial Group, Inc. | 670 | $34.0K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 607 | $30.5K | 0.00% | +268+79.1% | Added |
| Bangor Savings Bank | 600 | $30.5K | 0.00% | −100−14.3% | Reduced |
| Allworth Financial LP | 577 | $29.3K | 0.00% | +27+4.9% | Added |
| Parallel Advisors, LLC | 510 | $25.9K | 0.00% | +20+4.1% | Added |
| Trust Co of Vermont | 467 | $23.7K | 0.00% | 00.0% | Unchanged |
| Community Bank, N.A. | 463 | $23.5K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 453 | $23.0K | 0.00% | +61+15.6% | Added |
| Washington Trust Advisors, Inc. | 386 | $19.6K | 0.00% | −25−6.1% | Reduced |
| Clear Point Advisors Inc. | 365 | $18.5K | 0.02% | +365 | New |
| Private Wealth Management Group, LLC | 310 | $15.7K | 0.01% | +310 | New |
| Central Trust Co | 293 | $14.9K | 0.00% | 00.0% | Unchanged |
| Silicon Valley Capital Partners | 277 | $14.0K | 0.00% | +3+1.1% | Added |
| Compass Wealth Management LLC | 259 | $13.1K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 257 | $13.0K | 0.01% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 255 | $12.9K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 254 | $12.9K | 0.01% | +254 | New |
| Whittier Trust Co | 247 | $12.5K | 0.00% | 00.0% | Unchanged |
| Picton Mahoney Asset Management | 240 | $12.0K | 0.00% | +240 | New |
| Peregrine Capital Management LLC | 219 | $11.1K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 210 | $11.0K | 0.00% | 00.0% | Unchanged |
| 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 |
| Farther Finance Advisors, LLC | 199 | $10.1K | 0.00% | +177+804.5% | Added |
| Parkside Financial Bank & Trust | 186 | $9.44K | 0.00% | −107−36.5% | Reduced |
| Glassman Wealth Services | 180 | $9.14K | 0.00% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 176 | $9.00K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 175 | $8.87K | 0.00% | 00.0% | Unchanged |
| Caitlin John, LLC | 168 | $8.52K | 0.01% | +168 | New |
| Venturi Wealth Management, LLC | 163 | $8.27K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 150 | $7.61K | 0.00% | +65+76.5% | Added |
| Zions Bancorporation, N.A. | 147 | $7.46K | 0.00% | −106−41.9% | Reduced |
| Prestige Wealth Management Group LLC | 140 | $7.11K | 0.00% | 00.0% | Unchanged |
| PFS Partners, LLC | 138 | $7.00K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 125 | $6.00K | 0.00% | +125 | New |
| New England Capital Financial Advisors LLC | 118 | $6.00K | 0.00% | −541−82.1% | Reduced |
| Versant Capital Management, Inc | 111 | $5.63K | 0.00% | −7−5.9% | Reduced |
| Global Retirement Partners, LLC | 108 | $5.34K | 0.00% | +74+217.6% | Added |
| Sachetta, LLC | 103 | $5.23K | 0.00% | +103 | New |
| Bell Investment Advisors, Inc | 100 | $5.08K | 0.00% | −12−10.7% | Reduced |
| Whittier Trust Co of Nevada Inc | 96 | $4.87K | 0.00% | +3+3.2% | Added |
| Private Trust Co NA | 78 | $3.96K | 0.00% | 00.0% | Unchanged |
| Pineridge Advisors LLC | 73 | $3.71K | 0.00% | +73 | New |
| Huntington National Bank | 72 | $3.65K | 0.00% | +71+7,100.0% | Added |
| Farmers & Merchants Investments Inc | 70 | $3.55K | 0.00% | −5−6.7% | Reduced |
| Arlington Trust Co LLC | 68 | $3.45K | 0.00% | +68 | New |
| Richard W. Paul & Associates, LLC | 67 | $3.40K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 68 | $3.00K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 56 | $2.84K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 53 | $2.69K | 0.00% | +35+194.4% | Added |
| NBT Bank N A | 51 | $2.59K | 0.00% | +51 | New |
| Gradient Investments LLC | 46 | $2.33K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 40 | $2.03K | 0.00% | +40 | New |
| GW&K Investment Management, LLC | 44 | $2.00K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 30 | $1.52K | 0.00% | +30 | New |
| SJS Investment Consulting Inc. | 29 | $1.47K | 0.00% | −2−6.5% | Reduced |
| DiNuzzo Private Wealth, Inc. | 28 | $1.42K | 0.00% | +28 | New |
| Iron Horse Wealth Management, LLC | 26 | $1.32K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 25 | $1.00K | 0.00% | +13+108.3% | Added |
| AdvisorNet Financial, Inc | 19 | $964 | 0.00% | +19 | New |
| Horizon Investments, LLC | 10 | $503 | 0.00% | +4+66.7% | Added |
| Tfo-TDC, LLC | 6 | $305 | 0.00% | −8−57.1% | Reduced |
| Bourgeon Capital Management LLC | 4 | $204 | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 2 | $102 | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 7 | $0 | 0.00% | 00.0% | Unchanged |
| Sumitomo Mitsui Trust Holdings, Inc. | 0 | $0 | 0.00% | −372,714−100.0% | Sold out |
| Walleye Capital LLC | 0 | $0 | 0.00% | −337,696−100.0% | Sold out |
| M&G Investment Management Ltd | 0 | $0 | 0.00% | −166,993−100.0% | Sold out |
| Boothbay Fund Management, LLC | 0 | $0 | 0.00% | −100,000−100.0% | Sold out |
| Mitsubishi UFJ Trust & Banking Corp | 0 | $0 | 0.00% | −96,611−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −88,158−100.0% | Sold out |
| Mn Services Vermogensbeheer B.V. | 0 | $0 | 0.00% | −83,200−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −82,400−100.0% | Sold out |
| Gillson Capital LP | 0 | $0 | 0.00% | −66,721−100.0% | Sold out |
| Asset Management One Co.,Ltd. | 0 | $0 | 0.00% | −61,883−100.0% | Sold out |
| B. Metzler seel. Sohn & Co. AG | 0 | $0 | 0.00% | −50,911−100.0% | Sold out |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −45,362−100.0% | Sold out |
| HSBC Holdings PLC | 0 | $0 | 0.00% | −39,052−100.0% | Sold out |
| Skandinaviska Enskilda Banken AB (publ) | 0 | $0 | 0.00% | −35,719−100.0% | Sold out |
| Toronto Dominion Bank | 0 | $0 | 0.00% | −33,327−100.0% | Sold out |
| IFM Investors Pty Ltd | 0 | $0 | 0.00% | −32,213−100.0% | Sold out |
| Walleye Trading LLC | 0 | $0 | 0.00% | −28,644−100.0% | Sold out |
| PMC FIG Opportunities LLC | 0 | $0 | 0.00% | −27,500−100.0% | Sold out |
| Public Sector Pension Investment Board | 0 | $0 | 0.00% | −21,702−100.0% | Sold out |
| Delphi Management Inc | 0 | $0 | 0.00% | −20,631−100.0% | Sold out |
| ISAM Funds (UK) Ltd | 0 | $0 | 0.00% | −20,386−100.0% | Sold out |