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, Q1 2024
Institutional positions in Webster Financial Corp as of Mar 31, 2024. 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
- 469
- −7 vs. Q4 2023
- Shares held
- 149.6M
- +1.11M (+0.7%) vs. Q4 2023
- Total value
- $7.59B
- +$55.6M (+0.7%) vs. Q4 2023
- New holders
- 54
- 168 more added
- Sold out
- 61
- 158 more reduced
3 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding Webster Financial Corp; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Capital Advisors, Ltd. LLC | 7 | $0 | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 2 | $102 | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 6 | $305 | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 6 | $305 | 0.00% | +6 | New |
| AdvisorNet Financial, Inc | 9 | $457 | 0.00% | −10−52.6% | Reduced |
| Continuum Advisory, LLC | 11 | $505 | 0.00% | +11 | New |
| Abich Financial Wealth Management LLC | 10 | $508 | 0.00% | −840−98.8% | Reduced |
| Mather Group, LLC. | 16 | $812 | 0.00% | +16 | New |
| Impact Partnership Wealth, LLC | 18 | $914 | 0.00% | −6,498−99.7% | Reduced |
| Gradient Investments LLC | 19 | $965 | 0.00% | −27−58.7% | Reduced |
| Geneos Wealth Management Inc. | 26 | $1.32K | 0.00% | −889−97.2% | Reduced |
| Iron Horse Wealth Management, LLC | 26 | $1.32K | 0.00% | 00.0% | Unchanged |
| Koesten, Hirschmann & Crabtree, INC. | 27 | $1.37K | 0.00% | +27 | New |
| DiNuzzo Private Wealth, Inc. | 28 | $1.42K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 30 | $1.52K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 31 | $1.57K | 0.00% | +2+6.9% | Added |
| GW&K Investment Management, LLC | 44 | $2.00K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 46 | $2.33K | 0.00% | +46 | New |
| NBT Bank N A | 51 | $2.61K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 55 | $2.79K | 0.00% | −1−1.8% | Reduced |
| Capital Analysts, LLC | 68 | $3.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 46 | $3.00K | 0.00% | +21+84.0% | Added |
| Richard W. Paul & Associates, LLC | 67 | $3.40K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 70 | $3.55K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 72 | $3.65K | 0.00% | +72 | New |
| Pineridge Advisors LLC | 73 | $3.71K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 74 | $3.76K | 0.00% | −101−57.7% | Reduced |
| CIBC Private Wealth Group, LLC | 77 | $3.81K | 0.00% | +77 | New |
| Huntington National Bank | 82 | $4.16K | 0.00% | +10+13.9% | Added |
| Private Trust Co NA | 94 | $4.77K | 0.00% | +16+20.5% | Added |
| Caitlin John, LLC | 94 | $4.79K | 0.00% | −74−44.0% | Reduced |
| Whittier Trust Co of Nevada Inc | 98 | $4.97K | 0.00% | +2+2.1% | Added |
| Bell Investment Advisors, Inc | 100 | $5.08K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 103 | $5.23K | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 104 | $5.28K | 0.00% | +104 | New |
| Versant Capital Management, Inc | 111 | $5.63K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 130 | $6.00K | 0.00% | +5+4.0% | Added |
| New England Capital Financial Advisors LLC | 119 | $6.05K | 0.00% | +1+0.8% | Added |
| Palouse Capital Management, Inc. | 126 | $6.40K | 0.00% | +126 | New |
| PFS Partners, LLC | 138 | $7.01K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 140 | $7.11K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 147 | $7.46K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 150 | $7.62K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 163 | $8.28K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 173 | $8.78K | 0.00% | −9,177−98.1% | Reduced |
| Massmutual Trust Co FSB | 188 | $9.54K | 0.00% | −17−8.3% | Reduced |
| Peregrine Capital Management LLC | 219 | $11.1K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 221 | $11.2K | 0.00% | +221 | New |
| Whittier Trust Co | 247 | $12.5K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 248 | $12.6K | 0.00% | −7−2.7% | Reduced |
| Red Tortoise LLC | 257 | $13.0K | 0.01% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 257 | $13.0K | 0.00% | +71+38.2% | Added |
| Compass Wealth Management LLC | 259 | $13.2K | 0.00% | 00.0% | Unchanged |
| Silicon Valley Capital Partners | 279 | $14.2K | 0.00% | +2+0.7% | Added |
| Central Trust Co | 293 | $14.9K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 310 | $15.7K | 0.01% | 00.0% | Unchanged |
| Bessemer Group Inc | 309 | $16.0K | 0.00% | +99+47.1% | Added |
| Clear Point Advisors Inc. | 365 | $18.5K | 0.02% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 386 | $19.6K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 389 | $19.8K | 0.00% | +389 | New |
| Farther Finance Advisors, LLC | 414 | $20.5K | 0.00% | +215+108.0% | Added |
| Community Bank, N.A. | 463 | $23.5K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 467 | $23.7K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 474 | $24.1K | 0.00% | +21+4.6% | Added |
| Parallel Advisors, LLC | 529 | $26.9K | 0.00% | +19+3.7% | Added |
| Rise Advisors, LLC | 563 | $28.6K | 0.02% | +563 | New |
| Allworth Financial LP | 581 | $29.5K | 0.00% | +4+0.7% | Added |
| Bangor Savings Bank | 600 | $30.5K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 602 | $30.6K | 0.00% | −81−11.9% | Reduced |
| Spire Wealth Management | 607 | $30.8K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 615 | $31.2K | 0.01% | +615 | New |
| EverSource Wealth Advisors, LLC | 848 | $37.1K | 0.00% | −266−23.9% | Reduced |
| Harvest Fund Management Co., Ltd | 782 | $40.0K | 0.00% | +606+344.3% | Added |
| Principal Securities, Inc. | 797 | $40.5K | 0.00% | −84−9.5% | Reduced |
| Sound Income Strategies, LLC | 801 | $40.7K | 0.00% | −15,551−95.1% | Reduced |
| NBC Securities, Inc. | 811 | $41.0K | 0.00% | +4+0.5% | Added |
| Bruce G. Allen Investments, LLC | 880 | $44.7K | 0.04% | +47+5.6% | Added |
| Quarry LP | 896 | $45.5K | 0.02% | +642+252.8% | Added |
| First Horizon Advisors, Inc. | 958 | $48.6K | 0.00% | −10−1.0% | Reduced |
| AllSquare Wealth Management LLC | 1,216 | $61.7K | 0.04% | 00.0% | Unchanged |
| Hilltop National Bank | 1,226 | $62.2K | 0.02% | +1,226 | New |
| GAMMA Investing LLC | 1,252 | $63.6K | 0.01% | −151−10.8% | Reduced |
| Union Savings Bank | 1,258 | $63.9K | 0.03% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1,275 | $64.7K | 0.00% | +1,275 | New |
| Global Retirement Partners, LLC | 1,317 | $66.9K | 0.00% | +1,209+1,119.4% | Added |
| Cullen/Frost Bankers, Inc. | 1,385 | $70.3K | 0.00% | +600+76.4% | Added |
| Nomura Asset Management Co Ltd | 1,410 | $71.6K | 0.00% | +256+22.2% | Added |
| Financial Management Professionals, Inc. | 1,475 | $75.0K | 0.01% | 00.0% | Unchanged |
| Washington Trust Co | 1,567 | $79.6K | 0.00% | +69+4.6% | Added |
| Armstrong Advisory Group, Inc | 1,577 | $80.0K | 0.01% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 1,620 | $82.2K | 0.01% | +261+19.2% | Added |
| ICA Group Wealth Management, LLC | 1,649 | $83.7K | 0.02% | 00.0% | Unchanged |
| Group One Trading, L.P. | 1,798 | $91.3K | 0.00% | −812−31.1% | Reduced |
| Wolverine Asset Management LLC | 1,858 | $94.3K | 0.00% | +1,858 | New |
| Hartford Financial Management Inc. | 2,026 | $102.8K | 0.02% | −3,528−63.5% | Reduced |
| IFP Advisors, Inc | 2,110 | $107.1K | 0.00% | +46+2.2% | Added |
| Assetmark, Inc | 2,253 | $114.4K | 0.00% | −143−6.0% | Reduced |
| Covestor Ltd | 2,469 | $125.0K | 0.08% | −285−10.3% | Reduced |
| DekaBank Deutsche Girozentrale | 2,502 | $126.0K | 0.00% | 00.0% | Unchanged |
| Ci Investments Inc. | 2,653 | $135.0K | 0.00% | +814+44.3% | Added |