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, Q2 2024
Institutional positions in Webster Financial Corp as of Jun 30, 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
- 456
- −10 vs. Q1 2024
- Shares held
- 146.9M
- −2.40M (−1.6%) vs. Q1 2024
- Total value
- $6.40B
- −$1.18B (−15.5%) vs. Q1 2024
- New holders
- 59
- 150 more added
- Sold out
- 69
- 180 more reduced
3 institutions that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2024: 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, Q2 2024
Shares, value and share of portfolio for each institution holding Webster Financial Corp; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Capital Advisors, Ltd. LLC | 7 | $0 | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 2 | $87 | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 2 | $88 | 0.00% | +2 | New |
| Gradient Investments LLC | 6 | $262 | 0.00% | −13−68.4% | Reduced |
| Delos Wealth Advisors, LLC | 6 | $262 | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 10 | $436 | 0.00% | −64−86.5% | Reduced |
| Rothschild Investment LLC | 10 | $436 | 0.00% | −20−66.7% | Reduced |
| Lynx Investment Advisory | 10 | $436 | 0.00% | +10 | New |
| Continuum Advisory, LLC | 11 | $479 | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 11 | $480 | 0.00% | +11 | New |
| Johnson Financial Group, Inc. | 18 | $785 | 0.00% | +18 | New |
| Avion Wealth | 37 | $1.00K | 0.00% | −9−19.6% | Reduced |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 25 | $1.09K | 0.00% | +25 | New |
| SRS Capital Advisors, Inc. | 25 | $1.09K | 0.00% | +25 | New |
| Iron Horse Wealth Management, LLC | 26 | $1.13K | 0.00% | 00.0% | Unchanged |
| J.Safra Asset Management Corp | 27 | $1.18K | 0.00% | +27 | New |
| AdvisorNet Financial, Inc | 29 | $1.26K | 0.00% | +20+222.2% | Added |
| SJS Investment Consulting Inc. | 31 | $1.35K | 0.00% | 00.0% | Unchanged |
| Koesten, Hirschmann & Crabtree, INC. | 27 | $1.37K | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 33 | $1.44K | 0.00% | −71−68.3% | Reduced |
| DiNuzzo Private Wealth, Inc. | 33 | $1.44K | 0.00% | +5+17.9% | Added |
| Headlands Technologies LLC | 35 | $1.53K | 0.00% | −8,409−99.6% | Reduced |
| Baldwin Brothers Inc | 35 | $1.53K | 0.00% | +35 | New |
| Financial Network Wealth Advisors LLC | 44 | $1.93K | 0.00% | +44 | New |
| GW&K Investment Management, LLC | 44 | $2.00K | 0.00% | 00.0% | Unchanged |
| NBT Bank N A | 52 | $2.26K | 0.00% | +1+2.0% | Added |
| Capital Analysts, LLC | 68 | $3.00K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 70 | $3.05K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 77 | $3.30K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 78 | $3.40K | 0.00% | −16−17.0% | Reduced |
| JJJ Advisors Inc. | 79 | $3.44K | 0.00% | +79 | New |
| Clearstead Advisors, LLC | 87 | $3.79K | 0.00% | +87 | New |
| Whittier Trust Co of Nevada Inc | 95 | $4.14K | 0.00% | −3−3.1% | Reduced |
| Caitlin John, LLC | 95 | $4.14K | 0.00% | +1+1.1% | Added |
| Bell Investment Advisors, Inc | 100 | $4.36K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 104 | $4.53K | 0.00% | +22+26.8% | Added |
| Valley National Advisers Inc | 130 | $5.00K | 0.00% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 120 | $5.24K | 0.00% | +1+0.8% | Added |
| Umb Bank N A | 135 | $5.88K | 0.00% | +89+193.5% | Added |
| PFS Partners, LLC | 138 | $6.02K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 140 | $6.10K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 140 | $6.10K | 0.00% | +140 | New |
| JFS Wealth Advisors, LLC | 150 | $6.54K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 155 | $6.76K | 0.00% | +44+39.6% | Added |
| Venturi Wealth Management, LLC | 163 | $7.11K | 0.00% | 00.0% | Unchanged |
| Ashton Thomas Private Wealth, LLC | 165 | $7.19K | 0.00% | +165 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 173 | $7.54K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 163 | $8.06K | 0.00% | +60+58.3% | Added |
| Bessemer Group Inc | 210 | $9.00K | 0.00% | −99−32.0% | Reduced |
| Peregrine Capital Management LLC | 219 | $9.55K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 225 | $9.81K | 0.00% | −85−27.4% | Reduced |
| Massmutual Trust Co FSB | 234 | $10.2K | 0.00% | +46+24.5% | Added |
| Whittier Trust Co | 247 | $10.8K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 250 | $10.9K | 0.00% | +2+0.8% | Added |
| Parkside Financial Bank & Trust | 251 | $10.9K | 0.00% | −6−2.3% | Reduced |
| Red Tortoise LLC | 257 | $11.2K | 0.01% | 00.0% | Unchanged |
| Compass Wealth Management LLC | 259 | $11.3K | 0.00% | 00.0% | Unchanged |
| Silicon Valley Capital Partners | 281 | $12.3K | 0.00% | +2+0.7% | Added |
| Central Trust Co | 293 | $12.8K | 0.00% | 00.0% | Unchanged |
| Catalyst Funds Management Pty Ltd | 300 | $13.1K | 0.00% | −58,800−99.5% | Reduced |
| Clear Point Advisors Inc. | 365 | $15.9K | 0.01% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 373 | $16.5K | 0.00% | −41−9.9% | Reduced |
| Washington Trust Advisors, Inc. | 386 | $16.8K | 0.00% | 00.0% | Unchanged |
| Community Bank, N.A. | 463 | $20.2K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 467 | $20.4K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 495 | $21.6K | 0.00% | +21+4.4% | Added |
| Rise Advisors, LLC | 568 | $24.8K | 0.01% | +5+0.9% | Added |
| NBC Securities, Inc. | 582 | $25.0K | 0.00% | −229−28.2% | Reduced |
| Parallel Advisors, LLC | 594 | $25.9K | 0.00% | +65+12.3% | Added |
| Bangor Savings Bank | 600 | $26.2K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 602 | $26.2K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 604 | $26.3K | 0.00% | −3−0.5% | Reduced |
| Front Row Advisors LLC | 611 | $26.6K | 0.01% | −4−0.7% | Reduced |
| Smartleaf Asset Management LLC | 648 | $26.9K | 0.00% | −3,394−84.0% | Reduced |
| Jones Financial Companies LLLP | 627 | $27.3K | 0.00% | +627 | New |
| Allworth Financial LP | 596 | $28.5K | 0.00% | +15+2.6% | Added |
| Parallax Volatility Advisers, L.P. | 722 | $31.5K | 0.00% | −6,289−89.7% | Reduced |
| Hantz Financial Services, Inc. | 727 | $32.0K | 0.00% | −93,665−99.2% | Reduced |
| Principal Securities, Inc. | 747 | $32.6K | 0.00% | −50−6.3% | Reduced |
| Financial Management Professionals, Inc. | 850 | $37.0K | 0.01% | −625−42.4% | Reduced |
| Bruce G. Allen Investments, LLC | 870 | $37.9K | 0.03% | −10−1.1% | Reduced |
| Quarry LP | 881 | $38.4K | 0.02% | −15−1.7% | Reduced |
| First Horizon Advisors, Inc. | 958 | $41.8K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 868 | $43.1K | 0.00% | +20+2.4% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1,037 | $45.2K | 0.00% | −238−18.7% | Reduced |
| Hilltop National Bank | 1,226 | $53.4K | 0.02% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 1,232 | $53.7K | 0.00% | −345−21.9% | Reduced |
| Union Savings Bank | 1,258 | $54.8K | 0.03% | 00.0% | Unchanged |
| Storebrand Asset Management AS | 1,295 | $56.4K | 0.00% | −7,981−86.0% | Reduced |
| Global Retirement Partners, LLC | 1,301 | $56.7K | 0.00% | −16−1.2% | Reduced |
| Cullen/Frost Bankers, Inc. | 1,385 | $60.4K | 0.00% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 1,410 | $61.5K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 1,443 | $62.9K | 0.00% | −177−10.9% | Reduced |
| Mather Group, LLC. | 1,240 | $63.0K | 0.00% | +1,224+7,650.0% | Added |
| Benjamin F. Edwards & Company, Inc. | 1,441 | $63.0K | 0.00% | −1,883−56.6% | Reduced |
| Walleye Trading LLC | 1,552 | $67.7K | 0.00% | −4,197−73.0% | Reduced |
| Washington Trust Co | 1,568 | $68.3K | 0.00% | +1+0.1% | Added |
| Point72 Hong Kong Ltd | 1,575 | $68.6K | 0.00% | +1,575 | New |
| Hartford Financial Management Inc. | 1,607 | $70.0K | 0.02% | −419−20.7% | Reduced |
| Covestor Ltd | 1,619 | $71.0K | 0.05% | −850−34.4% | Reduced |