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 |
|---|---|---|---|---|---|
| JB Capital LLC | 9,111 | $462.6K | 0.03% | +31+0.3% | Added |
| Auxano Advisors, LLC | 9,136 | $463.8K | 0.14% | +580+6.8% | Added |
| Storebrand Asset Management AS | 9,276 | $470.9K | 0.00% | 00.0% | Unchanged |
| Utah Retirement Systems | 9,473 | $480.9K | 0.01% | 00.0% | Unchanged |
| Baird Financial Group, Inc. | 9,525 | $483.6K | 0.00% | −3,260−25.5% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 9,637 | $489.3K | 0.00% | +248+2.6% | Added |
| Cubist Systematic Strategies, LLC | 9,655 | $490.2K | 0.01% | +9,655 | New |
| Inceptionr LLC | 9,679 | $491.4K | 0.13% | +9,679 | New |
| Seven Eight Capital, LP | 9,711 | $493.0K | 0.05% | +9,711 | New |
| Deutsche Bank AG | 9,746 | $494.8K | 0.00% | +769+8.6% | Added |
| Sutton Place Investors LLC | 9,887 | $502.0K | 0.25% | +2,151+27.8% | Added |
| Bayview Asset Management, LLC | 10,000 | $507.7K | 0.20% | −12,750−56.0% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 10,180 | $516.9K | 0.00% | +166+1.7% | Added |
| Toroso Investments, LLC | 10,559 | $536.1K | 0.01% | +1,069+11.3% | Added |
| Kovitz Investment Group Partners, LLC | 10,904 | $553.6K | 0.01% | +10,904 | New |
| Beacon Pointe Advisors, LLC | 10,999 | $558.4K | 0.01% | +241+2.2% | Added |
| Crossmark Global Holdings, Inc. | 11,127 | $565.0K | 0.01% | +49+0.4% | Added |
| MML Investors Services, LLC | 11,165 | $567.0K | 0.00% | +1,164+11.6% | Added |
| Douglass Winthrop Advisors, LLC | 11,300 | $573.7K | 0.01% | 00.0% | Unchanged |
| Founders Capital Management, LLC | 11,497 | $583.7K | 0.11% | 00.0% | Unchanged |
| Ontario Teachers Pension Plan Board | 12,037 | $611.1K | 0.01% | +5,480+83.6% | Added |
| Maryland State Retirement & Pension System | 13,584 | $616.8K | 0.01% | 00.0% | Unchanged |
| Stephens Inc | 12,236 | $621.2K | 0.01% | −231−1.9% | Reduced |
| Squarepoint Ops LLC | 12,280 | $623.5K | 0.00% | +7,203+141.9% | Added |
| First Hawaiian Bank | 12,516 | $635.4K | 0.02% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 12,523 | $636.0K | 0.00% | −20,025−61.5% | Reduced |
| NJ State Employees Deferred Compensation Plan | 12,558 | $637.6K | 0.08% | 00.0% | Unchanged |
| Latitude Advisors, LLC | 12,636 | $641.5K | 0.40% | 00.0% | Unchanged |
| Circle Wealth Management, LLC | 12,690 | $644.3K | 0.02% | +21+0.2% | Added |
| M&T Bank Corp | 12,921 | $656.0K | 0.00% | −3,950−23.4% | Reduced |
| United Services Automobile Association | 13,037 | $661.9K | 0.02% | 00.0% | Unchanged |
| HSBC Holdings PLC | 13,245 | $672.4K | 0.00% | +13,245 | New |
| Kestra Advisory Services, LLC | 13,705 | $695.8K | 0.00% | +717+5.5% | Added |
| Atria Wealth Solutions, Inc. | 13,785 | $699.9K | 0.01% | −75−0.5% | Reduced |
| Outlook Wealth Advisors, LLC | 13,921 | $706.8K | 0.22% | −1,409−9.2% | Reduced |
| Securian Asset Management, Inc | 14,146 | $718.2K | 0.02% | −372−2.6% | Reduced |
| Houlihan Financial Resource Group, Ltd. | 15,575 | $791.0K | 0.35% | 00.0% | Unchanged |
| JustInvest LLC | 16,135 | $819.2K | 0.02% | −8,376−34.2% | Reduced |
| Mariner, LLC | 16,323 | $828.7K | 0.00% | +2,502+18.1% | Added |
| Cobblestone Capital Advisors LLC | 16,905 | $858.3K | 0.05% | +667+4.1% | Added |
| Resources Management Corp | 17,170 | $872.0K | 0.13% | −334−1.9% | Reduced |
| LMR Partners LLP | 17,474 | $887.2K | 0.02% | 00.0% | Unchanged |
| PMC FIG Opportunities LLC | 18,354 | $931.8K | 1.40% | +18,354 | New |
| State of Alaska, Department of Revenue | 18,664 | $947.0K | 0.01% | +85+0.5% | Added |
| Alyeska Investment Group, L.P. | 18,880 | $958.5K | 0.01% | −591,137−96.9% | Reduced |
| Commerce Bank | 19,257 | $977.7K | 0.01% | +21+0.1% | Added |
| The PNC Financial Services Group, Inc. | 19,746 | $1.00M | 0.00% | +2,411+13.9% | Added |
| Federation des caisses Desjardins du Quebec | 19,843 | $1.01M | 0.01% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 20,229 | $1.03M | 0.00% | −546,398−96.4% | Reduced |
| Entropy Technologies, LP | 20,324 | $1.03M | 0.11% | +3,333+19.6% | Added |
| Xponance, Inc. | 20,446 | $1.04M | 0.01% | −262−1.3% | Reduced |
| Voya Investment Management LLC | 20,488 | $1.04M | 0.00% | −929−4.3% | Reduced |
| Legacy Wealth Management, LLC | 20,500 | $1.04M | 0.47% | 00.0% | Unchanged |
| Atria Investments LLC | 20,667 | $1.05M | 0.01% | +20,667 | New |
| Arrowstreet Capital, Limited Partnership | 20,875 | $1.06M | 0.00% | −228,072−91.6% | Reduced |
| Essex Financial Services, Inc. | 20,971 | $1.06M | 0.10% | +1,285+6.5% | Added |
| Patriot Financial Group Insurance Agency, LLC | 20,997 | $1.07M | 0.17% | −60.0% | Reduced |
| Pictet Asset Management Holding SA | 21,188 | $1.08M | 0.00% | +1,626+8.3% | Added |
| Private Advisor Group, LLC | 21,243 | $1.08M | 0.01% | +2,487+13.3% | Added |
| Bank of Montreal | 21,432 | $1.09M | 0.00% | +1,155+5.7% | Added |
| Public Employees Retirement Association of Colorado | 21,587 | $1.10M | 0.00% | 00.0% | Unchanged |
| LMCG Investments, LLC | 21,792 | $1.11M | 0.07% | −8,031−26.9% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 22,130 | $1.12M | 0.00% | −234−1.0% | Reduced |
| Icon Advisers Inc | 22,800 | $1.13M | 0.25% | 00.0% | Unchanged |
| Coombe, Bender & Co LLC | 22,962 | $1.17M | 0.71% | −22,545−49.5% | Reduced |
| LRI Investments, LLC | 23,033 | $1.17M | 0.30% | +23,033 | New |
| Brinker Capital Investments, LLC | 23,063 | $1.17M | 0.01% | +3,801+19.7% | Added |
| Orion Portfolio Solutions, LLC | 23,063 | $1.17M | 0.01% | +3,801+19.7% | Added |
| Voloridge Investment Management, LLC | 23,444 | $1.19M | 0.00% | +23,444 | New |
| Bridgeway Capital Management, LLC | 23,900 | $1.21M | 0.02% | +23,900 | New |
| Lighthouse Investment Partners, LLC | 24,366 | $1.24M | 0.07% | −29,611−54.9% | Reduced |
| Guggenheim Capital LLC | 25,195 | $1.28M | 0.01% | −8,706−25.7% | Reduced |
| Tompkins Financial Corp | 25,262 | $1.28M | 0.15% | +100+0.4% | Added |
| Neuberger Berman Group LLC | 25,475 | $1.29M | 0.00% | +2,916+12.9% | Added |
| Cornercap Investment Counsel Inc | 25,715 | $1.31M | 0.20% | 00.0% | Unchanged |
| SeaCrest Wealth Management, LLC | 25,815 | $1.31M | 0.16% | −1,010−3.8% | Reduced |
| Pacer Advisors, Inc. | 25,945 | $1.32M | 0.00% | +87+0.3% | Added |
| BCGM Wealth Management, LLC | 26,319 | $1.34M | 0.48% | +418+1.6% | Added |
| Trust Investment Advisors | 27,133 | $1.38M | 0.99% | −153−0.6% | Reduced |
| Hennessy Advisors Inc | 28,000 | $1.42M | 0.06% | −4,000−12.5% | Reduced |
| Webster Bank, N. A. | 28,214 | $1.43M | 0.16% | 00.0% | Unchanged |
| Algert Global LLC | 30,600 | $1.55M | 0.06% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 30,827 | $1.57M | 0.00% | +1,070+3.6% | Added |
| John G Ullman & Associates Inc | 31,500 | $1.60M | 0.25% | −350−1.1% | Reduced |
| Cetera Investment Advisers | 32,066 | $1.63M | 0.00% | +25,683+402.4% | Added |
| Y-Intercept (Hong Kong) Ltd | 33,134 | $1.68M | 0.13% | −12,416−27.3% | Reduced |
| Oppenheimer Asset Management Inc. | 34,511 | $1.75M | 0.03% | −10,144−22.7% | Reduced |
| Creative Planning | 34,979 | $1.78M | 0.00% | +1,859+5.6% | Added |
| Royce & Associates LP | 35,000 | $1.78M | 0.02% | −35,000−50.0% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 35,462 | $1.80M | 0.01% | −1,193−3.3% | Reduced |
| New Mexico Educational Retirement Board | 35,514 | $1.80M | 0.06% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 35,852 | $1.82M | 0.01% | +2,765+8.4% | Added |
| First Foundation Advisors | 37,933 | $1.93M | 0.08% | −93−0.2% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 38,051 | $1.93M | 0.01% | +91+0.2% | Added |
| Boothbay Fund Management, LLC | 38,358 | $1.95M | 0.06% | +38,358 | New |
| Northwestern Mutual Investment Management Company, LLC | 38,369 | $1.95M | 0.05% | +97+0.3% | Added |
| Salzhauer Michael | 38,772 | $1.97M | 1.58% | 00.0% | Unchanged |
| Danske Bank A/S | 39,487 | $2.00M | 0.01% | +39,487 | New |
| State of Michigan Retirement System | 42,244 | $2.14M | 0.01% | +1,000+2.4% | Added |
| Quest Partners LLC | 42,364 | $2.15M | 0.37% | +28,379+202.9% | Added |