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 |
|---|---|---|---|---|---|
| Maverick Capital LtdSuperinvestorMaverick Capital | 6,332 | $321.5K | 0.01% | +6,332 | New |
| Verdence Capital Advisors LLC | 6,213 | $315.5K | 0.03% | −501−7.5% | Reduced |
| Addison Capital Co | 6,183 | $313.9K | 0.16% | 00.0% | Unchanged |
| MQS Management LLC | 6,166 | $313.0K | 0.18% | +1,753+39.7% | Added |
| PEAK6 Investments LLC | 6,142 | $311.8K | 0.02% | +481+8.5% | Added |
| Bleakley Financial Group, LLC | 5,987 | $303.9K | 0.01% | +524+9.6% | Added |
| Simplicity Wealth,LLC | 5,960 | $302.6K | 0.01% | +5,960 | New |
| Signaturefd, LLC | 5,851 | $297.1K | 0.01% | −131−2.2% | Reduced |
| Ethic Inc. | 5,833 | $296.1K | 0.01% | −329−5.3% | Reduced |
| Wedmont Private Capital | 6,054 | $294.3K | 0.02% | +367+6.5% | Added |
| O'Shaughnessy Asset Management, LLC | 5,792 | $294.1K | 0.00% | +1,180+25.6% | Added |
| Walleye Trading LLC | 5,749 | $291.9K | 0.00% | +5,749 | New |
| Steward Partners Investment Advisory, LLC | 5,732 | $291.0K | 0.00% | +779+15.7% | Added |
| FDx Advisors, Inc. | 5,616 | $285.0K | 0.04% | −27−0.5% | Reduced |
| Essex Savings Bank | 5,608 | $284.6K | 0.08% | 00.0% | Unchanged |
| Modera Wealth Management, LLC | 5,581 | $283.3K | 0.00% | +15+0.3% | Added |
| Blair William & Co | 5,567 | $282.6K | 0.00% | +46+0.8% | Added |
| Sigma Planning Corp | 5,564 | $282.5K | 0.01% | +5,564 | New |
| CWM, LLC | 5,564 | $282.0K | 0.00% | +106+1.9% | Added |
| Greenleaf Trust | 5,551 | $281.8K | 0.00% | −62−1.1% | Reduced |
| Journey Strategic Wealth LLC | 5,403 | $274.3K | 0.01% | 00.0% | Unchanged |
| Panagora Asset Management Inc | 5,300 | $269.1K | 0.00% | 00.0% | Unchanged |
| Emerald Mutual Fund Advisers Trust | 5,279 | $268.0K | 0.01% | −14,191−72.9% | Reduced |
| Park Avenue Securities LLC | 5,196 | $264.0K | 0.00% | +1,023+24.5% | Added |
| Sky Investment Group LLC | 5,186 | $263.3K | 0.05% | −500−8.8% | Reduced |
| Wedbush Securities Inc | 5,190 | $263.0K | 0.01% | +5,190 | New |
| Penbrook Management LLC | 5,130 | $260.4K | 0.16% | +450+9.6% | Added |
| Firestone Capital Management | 5,093 | $258.6K | 0.07% | 00.0% | Unchanged |
| Clearbridge Investments, LLC | 5,010 | $254.4K | 0.00% | −133−2.6% | Reduced |
| Simplex Trading, LLC | 4,988 | $253.0K | 0.01% | −20,690−80.6% | Reduced |
| Ronald Blue Trust, Inc. | 4,937 | $250.7K | 0.00% | +1,294+35.5% | Added |
| XTX Topco Ltd | 4,928 | $250.2K | 0.03% | −1,741−26.1% | Reduced |
| Vestmark Advisory Solutions, Inc. | 4,912 | $249.4K | 0.01% | +134+2.8% | Added |
| Central Pacific Bank - Trust Division | 4,970 | $246.2K | 0.03% | +4,970 | New |
| Trust Point Inc. | 4,835 | $245.5K | 0.02% | +523+12.1% | Added |
| 1858 Wealth Management, LLC | 4,801 | $243.7K | 0.23% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 4,769 | $242.1K | 0.01% | −26,697−84.8% | Reduced |
| Evergreen Capital Management LLC | 4,733 | $240.3K | 0.01% | +181+4.0% | Added |
| Atom Investors LP | 4,713 | $239.3K | 0.03% | −3,429−42.1% | Reduced |
| Great Lakes Advisors, LLC | 4,704 | $238.8K | 0.00% | −323−6.4% | Reduced |
| CIBC Asset Management Inc | 4,573 | $232.2K | 0.00% | 00.0% | Unchanged |
| Ingalls & Snyder LLC | 4,556 | $231.0K | 0.01% | 00.0% | Unchanged |
| Benin Management CORP | 4,500 | $228.5K | 0.07% | 00.0% | Unchanged |
| Forum Financial Management, LP | 4,467 | $226.8K | 0.00% | 00.0% | Unchanged |
| Relative Value Partners Group, LLC | 4,581 | $226.7K | 0.01% | +20.0% | Added |
| Mercer Global Advisors Inc | 4,423 | $225.0K | 0.00% | −141−3.1% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 4,407 | $223.7K | 0.01% | +4,407 | New |
| Quantinno Capital Management LP | 4,340 | $220.0K | 0.00% | +4,340 | New |
| William Blair Investment Management, LLC | 4,207 | $213.6K | 0.00% | +255+6.5% | Added |
| Wetzel Investment Advisors, Inc. | 4,700 | $212.8K | 0.13% | 00.0% | Unchanged |
| Brown Advisory Inc | 4,183 | $212.4K | 0.00% | +4,183 | New |
| Covenant Partners, LLC | 4,146 | $210.5K | 0.06% | 00.0% | Unchanged |
| Voya Financial Advisors, Inc. | 4,092 | $207.9K | 0.02% | −452−9.9% | Reduced |
| Beck Mack & Oliver LLC | 4,091 | $207.7K | 0.00% | 00.0% | Unchanged |
| First Commonwealth Financial Corp | 4,058 | $206.0K | 0.05% | 00.0% | Unchanged |
| Canandaigua National Bank & Trust Co | 4,047 | $205.5K | 0.03% | −187−4.4% | Reduced |
| Smartleaf Asset Management LLC | 4,042 | $205.4K | 0.04% | +3,219+391.1% | Added |
| Raymond James Trust N.A. | 4,040 | $205.1K | 0.00% | −478−10.6% | Reduced |
| SlateStone Wealth, LLC | 4,039 | $205.0K | 0.02% | 00.0% | Unchanged |
| Rossmore Private Capital | 4,006 | $203.4K | 0.03% | 00.0% | Unchanged |
| Smithfield Trust Co | 3,940 | $199.0K | 0.01% | +46+1.2% | Added |
| Lazard Asset Management LLC | 3,620 | $183.0K | 0.00% | +16+0.4% | Added |
| Creative Financial Designs Inc | 3,495 | $177.4K | 0.02% | −27−0.8% | Reduced |
| Vestcor Inc | 3,462 | $176.0K | 0.01% | +3,462 | New |
| Benjamin F. Edwards & Company, Inc. | 3,324 | $169.0K | 0.00% | −2,090−38.6% | Reduced |
| Northwestern Mutual Wealth Management Co | 3,150 | $159.9K | 0.00% | +742+30.8% | Added |
| Proequities, Inc. | 3,130 | $158.9K | 0.01% | +142+4.8% | Added |
| HighMark Wealth Management LLC | 2,733 | $138.8K | 0.09% | +23+0.8% | Added |
| GWM Advisors LLC | 2,678 | $136.0K | 0.00% | +1,412+111.5% | Added |
| Ci Investments Inc. | 2,653 | $135.0K | 0.00% | +814+44.3% | Added |
| DekaBank Deutsche Girozentrale | 2,502 | $126.0K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 2,469 | $125.0K | 0.08% | −285−10.3% | Reduced |
| Assetmark, Inc | 2,253 | $114.4K | 0.00% | −143−6.0% | Reduced |
| IFP Advisors, Inc | 2,110 | $107.1K | 0.00% | +46+2.2% | Added |
| Hartford Financial Management Inc. | 2,026 | $102.8K | 0.02% | −3,528−63.5% | Reduced |
| Wolverine Asset Management LLC | 1,858 | $94.3K | 0.00% | +1,858 | New |
| Group One Trading, L.P. | 1,798 | $91.3K | 0.00% | −812−31.1% | Reduced |
| ICA Group Wealth Management, LLC | 1,649 | $83.7K | 0.02% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 1,620 | $82.2K | 0.01% | +261+19.2% | Added |
| Armstrong Advisory Group, Inc | 1,577 | $80.0K | 0.01% | 00.0% | Unchanged |
| Washington Trust Co | 1,567 | $79.6K | 0.00% | +69+4.6% | Added |
| Financial Management Professionals, Inc. | 1,475 | $75.0K | 0.01% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 1,410 | $71.6K | 0.00% | +256+22.2% | Added |
| Cullen/Frost Bankers, Inc. | 1,385 | $70.3K | 0.00% | +600+76.4% | Added |
| Global Retirement Partners, LLC | 1,317 | $66.9K | 0.00% | +1,209+1,119.4% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1,275 | $64.7K | 0.00% | +1,275 | New |
| Union Savings Bank | 1,258 | $63.9K | 0.03% | 00.0% | Unchanged |
| GAMMA Investing LLC | 1,252 | $63.6K | 0.01% | −151−10.8% | Reduced |
| Hilltop National Bank | 1,226 | $62.2K | 0.02% | +1,226 | New |
| AllSquare Wealth Management LLC | 1,216 | $61.7K | 0.04% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 958 | $48.6K | 0.00% | −10−1.0% | Reduced |
| Quarry LP | 896 | $45.5K | 0.02% | +642+252.8% | Added |
| Bruce G. Allen Investments, LLC | 880 | $44.7K | 0.04% | +47+5.6% | Added |
| NBC Securities, Inc. | 811 | $41.0K | 0.00% | +4+0.5% | Added |
| Sound Income Strategies, LLC | 801 | $40.7K | 0.00% | −15,551−95.1% | Reduced |
| Principal Securities, Inc. | 797 | $40.5K | 0.00% | −84−9.5% | Reduced |
| Harvest Fund Management Co., Ltd | 782 | $40.0K | 0.00% | +606+344.3% | Added |
| EverSource Wealth Advisors, LLC | 848 | $37.1K | 0.00% | −266−23.9% | Reduced |
| Front Row Advisors LLC | 615 | $31.2K | 0.01% | +615 | New |
| Spire Wealth Management | 607 | $30.8K | 0.00% | 00.0% | Unchanged |