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 |
|---|---|---|---|---|---|
| Voloridge Investment Management, LLC | 23,444 | $1.19M | 0.00% | +23,444 | 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 |
| LRI Investments, LLC | 23,033 | $1.17M | 0.30% | +23,033 | New |
| Coombe, Bender & Co LLC | 22,962 | $1.17M | 0.71% | −22,545−49.5% | Reduced |
| Icon Advisers Inc | 22,800 | $1.13M | 0.25% | 00.0% | Unchanged |
| Raymond James Financial Services Advisors, Inc. | 22,130 | $1.12M | 0.00% | −234−1.0% | Reduced |
| LMCG Investments, LLC | 21,792 | $1.11M | 0.07% | −8,031−26.9% | Reduced |
| Public Employees Retirement Association of Colorado | 21,587 | $1.10M | 0.00% | 00.0% | Unchanged |
| Bank of Montreal | 21,432 | $1.09M | 0.00% | +1,155+5.7% | Added |
| Private Advisor Group, LLC | 21,243 | $1.08M | 0.01% | +2,487+13.3% | Added |
| Pictet Asset Management Holding SA | 21,188 | $1.08M | 0.00% | +1,626+8.3% | Added |
| Patriot Financial Group Insurance Agency, LLC | 20,997 | $1.07M | 0.17% | −60.0% | Reduced |
| Essex Financial Services, Inc. | 20,971 | $1.06M | 0.10% | +1,285+6.5% | Added |
| Arrowstreet Capital, Limited Partnership | 20,875 | $1.06M | 0.00% | −228,072−91.6% | Reduced |
| Atria Investments LLC | 20,667 | $1.05M | 0.01% | +20,667 | New |
| Legacy Wealth Management, LLC | 20,500 | $1.04M | 0.47% | 00.0% | Unchanged |
| Voya Investment Management LLC | 20,488 | $1.04M | 0.00% | −929−4.3% | Reduced |
| Xponance, Inc. | 20,446 | $1.04M | 0.01% | −262−1.3% | Reduced |
| Entropy Technologies, LP | 20,324 | $1.03M | 0.11% | +3,333+19.6% | Added |
| Federated Hermes, Inc. | 20,229 | $1.03M | 0.00% | −546,398−96.4% | Reduced |
| Federation des caisses Desjardins du Quebec | 19,843 | $1.01M | 0.01% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 19,746 | $1.00M | 0.00% | +2,411+13.9% | Added |
| Commerce Bank | 19,257 | $977.7K | 0.01% | +21+0.1% | Added |
| Alyeska Investment Group, L.P. | 18,880 | $958.5K | 0.01% | −591,137−96.9% | Reduced |
| State of Alaska, Department of Revenue | 18,664 | $947.0K | 0.01% | +85+0.5% | Added |
| PMC FIG Opportunities LLC | 18,354 | $931.8K | 1.40% | +18,354 | New |
| LMR Partners LLP | 17,474 | $887.2K | 0.02% | 00.0% | Unchanged |
| Resources Management Corp | 17,170 | $872.0K | 0.13% | −334−1.9% | Reduced |
| Cobblestone Capital Advisors LLC | 16,905 | $858.3K | 0.05% | +667+4.1% | Added |
| Mariner, LLC | 16,323 | $828.7K | 0.00% | +2,502+18.1% | Added |
| JustInvest LLC | 16,135 | $819.2K | 0.02% | −8,376−34.2% | Reduced |
| Houlihan Financial Resource Group, Ltd. | 15,575 | $791.0K | 0.35% | 00.0% | Unchanged |
| Securian Asset Management, Inc | 14,146 | $718.2K | 0.02% | −372−2.6% | Reduced |
| Outlook Wealth Advisors, LLC | 13,921 | $706.8K | 0.22% | −1,409−9.2% | Reduced |
| Atria Wealth Solutions, Inc. | 13,785 | $699.9K | 0.01% | −75−0.5% | Reduced |
| Kestra Advisory Services, LLC | 13,705 | $695.8K | 0.00% | +717+5.5% | Added |
| HSBC Holdings PLC | 13,245 | $672.4K | 0.00% | +13,245 | New |
| United Services Automobile Association | 13,037 | $661.9K | 0.02% | 00.0% | Unchanged |
| M&T Bank Corp | 12,921 | $656.0K | 0.00% | −3,950−23.4% | Reduced |
| Circle Wealth Management, LLC | 12,690 | $644.3K | 0.02% | +21+0.2% | Added |
| Latitude Advisors, LLC | 12,636 | $641.5K | 0.40% | 00.0% | Unchanged |
| NJ State Employees Deferred Compensation Plan | 12,558 | $637.6K | 0.08% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 12,523 | $636.0K | 0.00% | −20,025−61.5% | Reduced |
| First Hawaiian Bank | 12,516 | $635.4K | 0.02% | 00.0% | Unchanged |
| Squarepoint Ops LLC | 12,280 | $623.5K | 0.00% | +7,203+141.9% | Added |
| Stephens Inc | 12,236 | $621.2K | 0.01% | −231−1.9% | Reduced |
| Maryland State Retirement & Pension System | 13,584 | $616.8K | 0.01% | 00.0% | Unchanged |
| Ontario Teachers Pension Plan Board | 12,037 | $611.1K | 0.01% | +5,480+83.6% | Added |
| Founders Capital Management, LLC | 11,497 | $583.7K | 0.11% | 00.0% | Unchanged |
| Douglass Winthrop Advisors, LLC | 11,300 | $573.7K | 0.01% | 00.0% | Unchanged |
| MML Investors Services, LLC | 11,165 | $567.0K | 0.00% | +1,164+11.6% | Added |
| Crossmark Global Holdings, Inc. | 11,127 | $565.0K | 0.01% | +49+0.4% | Added |
| Beacon Pointe Advisors, LLC | 10,999 | $558.4K | 0.01% | +241+2.2% | Added |
| Kovitz Investment Group Partners, LLC | 10,904 | $553.6K | 0.01% | +10,904 | New |
| Toroso Investments, LLC | 10,559 | $536.1K | 0.01% | +1,069+11.3% | Added |
| Envestnet Portfolio Solutions, Inc. | 10,180 | $516.9K | 0.00% | +166+1.7% | Added |
| Bayview Asset Management, LLC | 10,000 | $507.7K | 0.20% | −12,750−56.0% | Reduced |
| Sutton Place Investors LLC | 9,887 | $502.0K | 0.25% | +2,151+27.8% | Added |
| Deutsche Bank AG | 9,746 | $494.8K | 0.00% | +769+8.6% | Added |
| Seven Eight Capital, LP | 9,711 | $493.0K | 0.05% | +9,711 | New |
| Inceptionr LLC | 9,679 | $491.4K | 0.13% | +9,679 | New |
| Cubist Systematic Strategies, LLC | 9,655 | $490.2K | 0.01% | +9,655 | New |
| Wealth Enhancement Advisory Services, LLC | 9,637 | $489.3K | 0.00% | +248+2.6% | Added |
| Baird Financial Group, Inc. | 9,525 | $483.6K | 0.00% | −3,260−25.5% | Reduced |
| Utah Retirement Systems | 9,473 | $480.9K | 0.01% | 00.0% | Unchanged |
| Storebrand Asset Management AS | 9,276 | $470.9K | 0.00% | 00.0% | Unchanged |
| Auxano Advisors, LLC | 9,136 | $463.8K | 0.14% | +580+6.8% | Added |
| JB Capital LLC | 9,111 | $462.6K | 0.03% | +31+0.3% | Added |
| NorthRock Partners, LLC | 8,846 | $449.1K | 0.02% | +236+2.7% | Added |
| First Manhattan Co | 8,799 | $446.9K | 0.00% | −379−4.1% | Reduced |
| GYL Financial Synergies, LLC | 8,619 | $437.6K | 0.03% | +325+3.9% | Added |
| Cresset Asset Management, LLC | 8,614 | $437.4K | 0.00% | −13−0.2% | Reduced |
| Qsemble Capital Management, LP | 8,590 | $436.1K | 0.10% | +8,590 | New |
| Shell Asset Management Co | 9,981 | $435.0K | 0.02% | +7,417+289.3% | Added |
| Headlands Technologies LLC | 8,444 | $428.7K | 0.10% | +5,945+237.9% | Added |
| ProShare Advisors LLC | 8,392 | $426.1K | 0.00% | −657−7.3% | Reduced |
| Level Four Advisory Services, LLC | 8,383 | $425.5K | 0.02% | +209+2.6% | Added |
| Beverly Hills Private Wealth, LLC | 8,307 | $421.8K | 0.10% | −557−6.3% | Reduced |
| Hamilton Capital Partners Inc. | 8,214 | $417.0K | 0.05% | −3,704−31.1% | Reduced |
| Bradley Foster & Sargent Inc | 8,060 | $409.2K | 0.01% | 00.0% | Unchanged |
| Profund Advisors LLC | 8,018 | $407.1K | 0.02% | −1,256−13.5% | Reduced |
| Evercore Wealth Management, LLC | 7,946 | $403.4K | 0.01% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 7,827 | $397.4K | 0.01% | +197+2.6% | Added |
| Axq Capital, LP | 7,800 | $396.0K | 0.09% | +7,800 | New |
| Systematic Alpha Investments, LLC | 7,792 | $395.6K | 0.02% | 00.0% | Unchanged |
| Korea Investment CORP | 7,750 | $393.5K | 0.00% | 00.0% | Unchanged |
| Burns Matteson Capital Management, LLC | 7,642 | $388.0K | 0.25% | +7,642 | New |
| Oak Thistle LLC | 7,608 | $386.3K | 0.35% | −4,438−36.8% | Reduced |
| Shelton Capital Management | 7,604 | $386.1K | 0.01% | −61−0.8% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 7,563 | $384.0K | 0.00% | +89+1.2% | Added |
| US Bancorp | 7,487 | $380.1K | 0.00% | +260+3.6% | Added |
| Alps Advisors Inc | 7,114 | $361.2K | 0.00% | −541−7.1% | Reduced |
| Swiss Life Asset Management Ltd | 7,090 | $360.0K | 0.01% | −2,254−24.1% | Reduced |
| CWM Advisors, LLC | 7,033 | $357.1K | 0.04% | −498−6.6% | Reduced |
| Parallax Volatility Advisers, L.P. | 7,011 | $355.9K | 0.01% | +7,011 | New |
| Silvercrest Asset Management Group LLC | 6,985 | $354.6K | 0.00% | −374−5.1% | Reduced |
| Ziegler Capital Management, LLC | 69,598 | $353.3K | 0.01% | +69,598 | New |
| Lebenthal Global Advisors, LLC | 6,653 | $337.8K | 0.08% | −130−1.9% | Reduced |
| Walleye Capital LLC | 6,485 | $329.2K | 0.00% | +6,485 | New |