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 |
|---|---|---|---|---|---|
| GWM Advisors LLC | 2,678 | $136.0K | 0.00% | +1,412+111.5% | Added |
| HighMark Wealth Management LLC | 2,733 | $138.8K | 0.09% | +23+0.8% | Added |
| Proequities, Inc. | 3,130 | $158.9K | 0.01% | +142+4.8% | Added |
| Northwestern Mutual Wealth Management Co | 3,150 | $159.9K | 0.00% | +742+30.8% | Added |
| Benjamin F. Edwards & Company, Inc. | 3,324 | $169.0K | 0.00% | −2,090−38.6% | Reduced |
| Vestcor Inc | 3,462 | $176.0K | 0.01% | +3,462 | New |
| Creative Financial Designs Inc | 3,495 | $177.4K | 0.02% | −27−0.8% | Reduced |
| Lazard Asset Management LLC | 3,620 | $183.0K | 0.00% | +16+0.4% | Added |
| Smithfield Trust Co | 3,940 | $199.0K | 0.01% | +46+1.2% | Added |
| Rossmore Private Capital | 4,006 | $203.4K | 0.03% | 00.0% | Unchanged |
| SlateStone Wealth, LLC | 4,039 | $205.0K | 0.02% | 00.0% | Unchanged |
| Raymond James Trust N.A. | 4,040 | $205.1K | 0.00% | −478−10.6% | Reduced |
| Smartleaf Asset Management LLC | 4,042 | $205.4K | 0.04% | +3,219+391.1% | Added |
| Canandaigua National Bank & Trust Co | 4,047 | $205.5K | 0.03% | −187−4.4% | Reduced |
| First Commonwealth Financial Corp | 4,058 | $206.0K | 0.05% | 00.0% | Unchanged |
| Beck Mack & Oliver LLC | 4,091 | $207.7K | 0.00% | 00.0% | Unchanged |
| Voya Financial Advisors, Inc. | 4,092 | $207.9K | 0.02% | −452−9.9% | Reduced |
| Covenant Partners, LLC | 4,146 | $210.5K | 0.06% | 00.0% | Unchanged |
| Brown Advisory Inc | 4,183 | $212.4K | 0.00% | +4,183 | New |
| Wetzel Investment Advisors, Inc. | 4,700 | $212.8K | 0.13% | 00.0% | Unchanged |
| William Blair Investment Management, LLC | 4,207 | $213.6K | 0.00% | +255+6.5% | Added |
| Quantinno Capital Management LP | 4,340 | $220.0K | 0.00% | +4,340 | New |
| Meiji Yasuda Asset Management Co Ltd. | 4,407 | $223.7K | 0.01% | +4,407 | New |
| Mercer Global Advisors Inc | 4,423 | $225.0K | 0.00% | −141−3.1% | Reduced |
| Relative Value Partners Group, LLC | 4,581 | $226.7K | 0.01% | +20.0% | Added |
| Forum Financial Management, LP | 4,467 | $226.8K | 0.00% | 00.0% | Unchanged |
| Benin Management CORP | 4,500 | $228.5K | 0.07% | 00.0% | Unchanged |
| Ingalls & Snyder LLC | 4,556 | $231.0K | 0.01% | 00.0% | Unchanged |
| CIBC Asset Management Inc | 4,573 | $232.2K | 0.00% | 00.0% | Unchanged |
| Great Lakes Advisors, LLC | 4,704 | $238.8K | 0.00% | −323−6.4% | Reduced |
| Atom Investors LP | 4,713 | $239.3K | 0.03% | −3,429−42.1% | Reduced |
| Evergreen Capital Management LLC | 4,733 | $240.3K | 0.01% | +181+4.0% | Added |
| Tower Research Capital LLC (TRC) | 4,769 | $242.1K | 0.01% | −26,697−84.8% | Reduced |
| 1858 Wealth Management, LLC | 4,801 | $243.7K | 0.23% | 00.0% | Unchanged |
| Trust Point Inc. | 4,835 | $245.5K | 0.02% | +523+12.1% | Added |
| Central Pacific Bank - Trust Division | 4,970 | $246.2K | 0.03% | +4,970 | New |
| Vestmark Advisory Solutions, Inc. | 4,912 | $249.4K | 0.01% | +134+2.8% | Added |
| XTX Topco Ltd | 4,928 | $250.2K | 0.03% | −1,741−26.1% | Reduced |
| Ronald Blue Trust, Inc. | 4,937 | $250.7K | 0.00% | +1,294+35.5% | Added |
| Simplex Trading, LLC | 4,988 | $253.0K | 0.01% | −20,690−80.6% | Reduced |
| Clearbridge Investments, LLC | 5,010 | $254.4K | 0.00% | −133−2.6% | Reduced |
| Firestone Capital Management | 5,093 | $258.6K | 0.07% | 00.0% | Unchanged |
| Penbrook Management LLC | 5,130 | $260.4K | 0.16% | +450+9.6% | Added |
| Wedbush Securities Inc | 5,190 | $263.0K | 0.01% | +5,190 | New |
| Sky Investment Group LLC | 5,186 | $263.3K | 0.05% | −500−8.8% | Reduced |
| Park Avenue Securities LLC | 5,196 | $264.0K | 0.00% | +1,023+24.5% | Added |
| Emerald Mutual Fund Advisers Trust | 5,279 | $268.0K | 0.01% | −14,191−72.9% | Reduced |
| Panagora Asset Management Inc | 5,300 | $269.1K | 0.00% | 00.0% | Unchanged |
| Journey Strategic Wealth LLC | 5,403 | $274.3K | 0.01% | 00.0% | Unchanged |
| Greenleaf Trust | 5,551 | $281.8K | 0.00% | −62−1.1% | Reduced |
| CWM, LLC | 5,564 | $282.0K | 0.00% | +106+1.9% | Added |
| Sigma Planning Corp | 5,564 | $282.5K | 0.01% | +5,564 | New |
| Blair William & Co | 5,567 | $282.6K | 0.00% | +46+0.8% | Added |
| Modera Wealth Management, LLC | 5,581 | $283.3K | 0.00% | +15+0.3% | Added |
| Essex Savings Bank | 5,608 | $284.6K | 0.08% | 00.0% | Unchanged |
| FDx Advisors, Inc. | 5,616 | $285.0K | 0.04% | −27−0.5% | Reduced |
| Steward Partners Investment Advisory, LLC | 5,732 | $291.0K | 0.00% | +779+15.7% | Added |
| Walleye Trading LLC | 5,749 | $291.9K | 0.00% | +5,749 | New |
| O'Shaughnessy Asset Management, LLC | 5,792 | $294.1K | 0.00% | +1,180+25.6% | Added |
| Wedmont Private Capital | 6,054 | $294.3K | 0.02% | +367+6.5% | Added |
| Ethic Inc. | 5,833 | $296.1K | 0.01% | −329−5.3% | Reduced |
| Signaturefd, LLC | 5,851 | $297.1K | 0.01% | −131−2.2% | Reduced |
| Simplicity Wealth,LLC | 5,960 | $302.6K | 0.01% | +5,960 | New |
| Bleakley Financial Group, LLC | 5,987 | $303.9K | 0.01% | +524+9.6% | Added |
| PEAK6 Investments LLC | 6,142 | $311.8K | 0.02% | +481+8.5% | Added |
| MQS Management LLC | 6,166 | $313.0K | 0.18% | +1,753+39.7% | Added |
| Addison Capital Co | 6,183 | $313.9K | 0.16% | 00.0% | Unchanged |
| Verdence Capital Advisors LLC | 6,213 | $315.5K | 0.03% | −501−7.5% | Reduced |
| Maverick Capital LtdSuperinvestorMaverick Capital | 6,332 | $321.5K | 0.01% | +6,332 | New |
| Walleye Capital LLC | 6,485 | $329.2K | 0.00% | +6,485 | New |
| Lebenthal Global Advisors, LLC | 6,653 | $337.8K | 0.08% | −130−1.9% | Reduced |
| Ziegler Capital Management, LLC | 69,598 | $353.3K | 0.01% | +69,598 | New |
| Silvercrest Asset Management Group LLC | 6,985 | $354.6K | 0.00% | −374−5.1% | Reduced |
| Parallax Volatility Advisers, L.P. | 7,011 | $355.9K | 0.01% | +7,011 | New |
| CWM Advisors, LLC | 7,033 | $357.1K | 0.04% | −498−6.6% | Reduced |
| Swiss Life Asset Management Ltd | 7,090 | $360.0K | 0.01% | −2,254−24.1% | Reduced |
| Alps Advisors Inc | 7,114 | $361.2K | 0.00% | −541−7.1% | Reduced |
| US Bancorp | 7,487 | $380.1K | 0.00% | +260+3.6% | Added |
| Cambridge Investment Research Advisors, Inc. | 7,563 | $384.0K | 0.00% | +89+1.2% | Added |
| Shelton Capital Management | 7,604 | $386.1K | 0.01% | −61−0.8% | Reduced |
| Oak Thistle LLC | 7,608 | $386.3K | 0.35% | −4,438−36.8% | Reduced |
| Burns Matteson Capital Management, LLC | 7,642 | $388.0K | 0.25% | +7,642 | New |
| Korea Investment CORP | 7,750 | $393.5K | 0.00% | 00.0% | Unchanged |
| Systematic Alpha Investments, LLC | 7,792 | $395.6K | 0.02% | 00.0% | Unchanged |
| Axq Capital, LP | 7,800 | $396.0K | 0.09% | +7,800 | New |
| Coldstream Capital Management Inc | 7,827 | $397.4K | 0.01% | +197+2.6% | Added |
| Evercore Wealth Management, LLC | 7,946 | $403.4K | 0.01% | 00.0% | Unchanged |
| Profund Advisors LLC | 8,018 | $407.1K | 0.02% | −1,256−13.5% | Reduced |
| Bradley Foster & Sargent Inc | 8,060 | $409.2K | 0.01% | 00.0% | Unchanged |
| Hamilton Capital Partners Inc. | 8,214 | $417.0K | 0.05% | −3,704−31.1% | Reduced |
| Beverly Hills Private Wealth, LLC | 8,307 | $421.8K | 0.10% | −557−6.3% | Reduced |
| Level Four Advisory Services, LLC | 8,383 | $425.5K | 0.02% | +209+2.6% | Added |
| ProShare Advisors LLC | 8,392 | $426.1K | 0.00% | −657−7.3% | Reduced |
| Headlands Technologies LLC | 8,444 | $428.7K | 0.10% | +5,945+237.9% | Added |
| Shell Asset Management Co | 9,981 | $435.0K | 0.02% | +7,417+289.3% | Added |
| Qsemble Capital Management, LP | 8,590 | $436.1K | 0.10% | +8,590 | New |
| Cresset Asset Management, LLC | 8,614 | $437.4K | 0.00% | −13−0.2% | Reduced |
| GYL Financial Synergies, LLC | 8,619 | $437.6K | 0.03% | +325+3.9% | Added |
| First Manhattan Co | 8,799 | $446.9K | 0.00% | −379−4.1% | Reduced |
| NorthRock Partners, LLC | 8,846 | $449.1K | 0.02% | +236+2.7% | Added |