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 |
|---|---|---|---|---|---|
| Quent Capital, LLC | 602 | $30.6K | 0.00% | −81−11.9% | Reduced |
| Bangor Savings Bank | 600 | $30.5K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 581 | $29.5K | 0.00% | +4+0.7% | Added |
| Rise Advisors, LLC | 563 | $28.6K | 0.02% | +563 | New |
| Parallel Advisors, LLC | 529 | $26.9K | 0.00% | +19+3.7% | Added |
| Lindbrook Capital, LLC | 474 | $24.1K | 0.00% | +21+4.6% | Added |
| Trust Co of Vermont | 467 | $23.7K | 0.00% | 00.0% | Unchanged |
| Community Bank, N.A. | 463 | $23.5K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 414 | $20.5K | 0.00% | +215+108.0% | Added |
| CoreCap Advisors, LLC | 389 | $19.8K | 0.00% | +389 | New |
| Washington Trust Advisors, Inc. | 386 | $19.6K | 0.00% | 00.0% | Unchanged |
| Clear Point Advisors Inc. | 365 | $18.5K | 0.02% | 00.0% | Unchanged |
| Bessemer Group Inc | 309 | $16.0K | 0.00% | +99+47.1% | Added |
| Private Wealth Management Group, LLC | 310 | $15.7K | 0.01% | 00.0% | Unchanged |
| Central Trust Co | 293 | $14.9K | 0.00% | 00.0% | Unchanged |
| Silicon Valley Capital Partners | 279 | $14.2K | 0.00% | +2+0.7% | Added |
| Compass Wealth Management LLC | 259 | $13.2K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 257 | $13.0K | 0.00% | +71+38.2% | Added |
| Red Tortoise LLC | 257 | $13.0K | 0.01% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 248 | $12.6K | 0.00% | −7−2.7% | Reduced |
| Whittier Trust Co | 247 | $12.5K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 221 | $11.2K | 0.00% | +221 | New |
| Peregrine Capital Management LLC | 219 | $11.1K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 188 | $9.54K | 0.00% | −17−8.3% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 173 | $8.78K | 0.00% | −9,177−98.1% | Reduced |
| Venturi Wealth Management, LLC | 163 | $8.28K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 150 | $7.62K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 147 | $7.46K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 140 | $7.11K | 0.00% | 00.0% | Unchanged |
| PFS Partners, LLC | 138 | $7.01K | 0.00% | 00.0% | Unchanged |
| Palouse Capital Management, Inc. | 126 | $6.40K | 0.00% | +126 | New |
| New England Capital Financial Advisors LLC | 119 | $6.05K | 0.00% | +1+0.8% | Added |
| Valley National Advisers Inc | 130 | $6.00K | 0.00% | +5+4.0% | Added |
| Versant Capital Management, Inc | 111 | $5.63K | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 104 | $5.28K | 0.00% | +104 | New |
| Sachetta, LLC | 103 | $5.23K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 100 | $5.08K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 98 | $4.97K | 0.00% | +2+2.1% | Added |
| Caitlin John, LLC | 94 | $4.79K | 0.00% | −74−44.0% | Reduced |
| Private Trust Co NA | 94 | $4.77K | 0.00% | +16+20.5% | Added |
| Huntington National Bank | 82 | $4.16K | 0.00% | +10+13.9% | Added |
| CIBC Private Wealth Group, LLC | 77 | $3.81K | 0.00% | +77 | New |
| Raleigh Capital Management Inc. | 74 | $3.76K | 0.00% | −101−57.7% | Reduced |
| Pineridge Advisors LLC | 73 | $3.71K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 72 | $3.65K | 0.00% | +72 | New |
| Farmers & Merchants Investments Inc | 70 | $3.55K | 0.00% | 00.0% | Unchanged |
| Richard W. Paul & Associates, LLC | 67 | $3.40K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 68 | $3.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 46 | $3.00K | 0.00% | +21+84.0% | Added |
| Bay Harbor Wealth Management, LLC | 55 | $2.79K | 0.00% | −1−1.8% | Reduced |
| NBT Bank N A | 51 | $2.61K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 46 | $2.33K | 0.00% | +46 | New |
| GW&K Investment Management, LLC | 44 | $2.00K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 31 | $1.57K | 0.00% | +2+6.9% | Added |
| Rothschild Investment LLC | 30 | $1.52K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 28 | $1.42K | 0.00% | 00.0% | Unchanged |
| Koesten, Hirschmann & Crabtree, INC. | 27 | $1.37K | 0.00% | +27 | New |
| 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 |
| Gradient Investments LLC | 19 | $965 | 0.00% | −27−58.7% | Reduced |
| Impact Partnership Wealth, LLC | 18 | $914 | 0.00% | −6,498−99.7% | Reduced |
| Mather Group, LLC. | 16 | $812 | 0.00% | +16 | New |
| Abich Financial Wealth Management LLC | 10 | $508 | 0.00% | −840−98.8% | Reduced |
| Continuum Advisory, LLC | 11 | $505 | 0.00% | +11 | New |
| AdvisorNet Financial, Inc | 9 | $457 | 0.00% | −10−52.6% | Reduced |
| Tfo-TDC, LLC | 6 | $305 | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 6 | $305 | 0.00% | +6 | New |
| PSI Advisors, LLC | 2 | $102 | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 7 | $0 | 0.00% | 00.0% | Unchanged |
| AustralianSuper Pty Ltd | 0 | $0 | 0.00% | −184,986−100.0% | Sold out |
| Weiss Multi-Strategy Advisers LLC | 0 | $0 | 0.00% | −175,664−100.0% | Sold out |
| Fourthstone LLC | 0 | $0 | 0.00% | −147,018−100.0% | Sold out |
| Lisanti Capital Growth, LLC | 0 | $0 | 0.00% | −142,710−100.0% | Sold out |
| Power Corp of Canada | 0 | $0 | 0.00% | −124,769−100.0% | Sold out |
| AMF Pensionsforsakring AB | 0 | $0 | 0.00% | −116,628−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −104,933−100.0% | Sold out |
| Tredje AP-fonden | 0 | $0 | 0.00% | −92,800−100.0% | Sold out |
| Duality Advisers, LP | 0 | $0 | 0.00% | −67,222−100.0% | Sold out |
| Roubaix Capital, LLC | 0 | $0 | 0.00% | −60,101−100.0% | Sold out |
| Oliver Luxxe Assets LLC | 0 | $0 | 0.00% | −55,553−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −39,800−100.0% | Sold out |
| Point72 Europe (London) LLP | 0 | $0 | 0.00% | −38,689−100.0% | Sold out |
| Edgestream Partners, L.P. | 0 | $0 | 0.00% | −36,605−100.0% | Sold out |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −31,735−100.0% | Sold out |
| Teza Capital Management LLC | 0 | $0 | 0.00% | −30,975−100.0% | Sold out |
| Susquehanna Portfolio Strategies, LLC | 0 | $0 | 0.00% | −24,406−100.0% | Sold out |
| M Holdings Securities, Inc. | 0 | $0 | 0.00% | −23,469−100.0% | Sold out |
| Cetera Advisor Networks LLC | 0 | $0 | 0.00% | −22,823−100.0% | Sold out |
| Mirae Asset Global Investments Co., Ltd. | 0 | $0 | 0.00% | −22,706−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −21,273−100.0% | Sold out |
| Worldquant Millennium Advisors LLC | 0 | $0 | 0.00% | −20,156−100.0% | Sold out |
| Brevan Howard Capital Management LP | 0 | $0 | 0.00% | −18,456−100.0% | Sold out |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −16,899−100.0% | Sold out |
| AE Wealth Management LLC | 0 | $0 | 0.00% | −14,812−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −14,230−100.0% | Sold out |
| Aquila Investment Management LLC | 0 | $0 | 0.00% | −14,000−100.0% | Sold out |
| DnB Asset Management AS | 0 | $0 | 0.00% | −13,969−100.0% | Sold out |
| Point72 Middle East FZE | 0 | $0 | 0.00% | −13,506−100.0% | Sold out |
| Legato Capital Management LLC | 0 | $0 | 0.00% | −13,145−100.0% | Sold out |
| BI Asset Management Fondsmaeglerselskab A/S | 0 | $0 | 0.00% | −10,587−100.0% | Sold out |