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 |
|---|---|---|---|---|---|
| GAMMA Investing LLC | 1,629 | $71.0K | 0.01% | +377+30.1% | Added |
| International Assets Investment Management, LLC | 1,640 | $71.5K | 0.01% | +1,640 | New |
| IFP Advisors, Inc | 2,110 | $92.0K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 2,389 | $104.1K | 0.00% | +136+6.0% | Added |
| EntryPoint Capital, LLC | 2,468 | $107.6K | 0.05% | +2,468 | New |
| South Dakota Investment Council | 2,649 | $115.0K | 0.00% | −65,248−96.1% | Reduced |
| GWM Advisors LLC | 2,753 | $120.0K | 0.00% | +75+2.8% | Added |
| HighMark Wealth Management LLC | 2,757 | $120.2K | 0.07% | +24+0.9% | Added |
| Central Pacific Bank - Trust Division | 2,792 | $121.7K | 0.01% | −2,178−43.8% | Reduced |
| Group One Trading, L.P. | 3,007 | $131.1K | 0.00% | +1,209+67.2% | Added |
| Ci Investments Inc. | 3,058 | $133.0K | 0.00% | +405+15.3% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 3,096 | $135.0K | 0.00% | +3,096 | New |
| Northwestern Mutual Wealth Management Co | 3,131 | $136.5K | 0.00% | −19−0.6% | Reduced |
| Proequities, Inc. | 3,133 | $136.6K | 0.01% | +3+0.1% | Added |
| Steward Partners Investment Advisory, LLC | 3,407 | $148.5K | 0.00% | −2,325−40.6% | Reduced |
| Creative Financial Designs Inc | 3,665 | $159.8K | 0.01% | +170+4.9% | Added |
| Walleye Capital LLC | 4,079 | $177.8K | 0.00% | −2,406−37.1% | Reduced |
| Inceptionr LLC | 4,607 | $200.8K | 0.06% | −5,072−52.4% | Reduced |
| Paloma Partners Management Co | 4,686 | $204.3K | 0.02% | +4,686 | New |
| Great Lakes Advisors, LLC | 4,720 | $205.7K | 0.00% | +16+0.3% | Added |
| CIBC Asset Management Inc | 4,821 | $210.1K | 0.00% | +248+5.4% | Added |
| Graham Capital Management, L.P. | 4,869 | $212.2K | 0.01% | +4,869 | New |
| Innealta Capital, LLC | 4,931 | $214.9K | 0.07% | +4,931 | New |
| Clearbridge Investments, LLC | 5,010 | $218.4K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 5,040 | $220.0K | 0.00% | −524−9.4% | Reduced |
| Wolverine Asset Management LLC | 5,054 | $220.3K | 0.00% | +3,196+172.0% | Added |
| Firestone Capital Management | 5,093 | $222.0K | 0.06% | 00.0% | Unchanged |
| Omers Administration Corp | 5,100 | $222.3K | 0.00% | +5,100 | New |
| Sky Investment Group LLC | 5,186 | $226.1K | 0.04% | 00.0% | Unchanged |
| Emerald Mutual Fund Advisers Trust | 5,279 | $230.1K | 0.01% | 00.0% | Unchanged |
| Swiss Life Asset Management Ltd | 5,317 | $231.8K | 0.00% | −1,773−25.0% | Reduced |
| Quantinno Capital Management LP | 5,428 | $236.6K | 0.00% | +1,088+25.1% | Added |
| Wetzel Investment Advisors, Inc. | 4,700 | $238.6K | 0.14% | 00.0% | Unchanged |
| Blair William & Co | 5,521 | $240.7K | 0.00% | −46−0.8% | Reduced |
| Sigma Planning Corp | 5,564 | $242.5K | 0.01% | 00.0% | Unchanged |
| Modera Wealth Management, LLC | 5,581 | $243.3K | 0.00% | 00.0% | Unchanged |
| Simplicity Wealth,LLC | 5,619 | $244.9K | 0.01% | −341−5.7% | Reduced |
| Greenleaf Trust | 5,621 | $245.0K | 0.00% | +70+1.3% | Added |
| Ethic Inc. | 5,623 | $245.1K | 0.01% | −210−3.6% | Reduced |
| Bleakley Financial Group, LLC | 5,656 | $246.5K | 0.01% | −331−5.5% | Reduced |
| M&T Bank Corp | 5,772 | $251.6K | 0.00% | −7,149−55.3% | Reduced |
| Journey Strategic Wealth LLC | 5,911 | $257.7K | 0.01% | +508+9.4% | Added |
| Paragon Capital Management Ltd | 6,010 | $262.0K | 0.05% | +6,010 | New |
| Addison Capital Co | 6,183 | $269.5K | 0.12% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 6,213 | $270.8K | 0.00% | +421+7.3% | Added |
| Verdence Capital Advisors LLC | 6,305 | $274.8K | 0.02% | +92+1.5% | Added |
| HSBC Holdings PLC | 6,395 | $277.3K | 0.00% | −6,850−51.7% | Reduced |
| Signaturefd, LLC | 6,372 | $277.8K | 0.01% | +521+8.9% | Added |
| Wedmont Private Capital | 5,951 | $278.1K | 0.02% | −103−1.7% | Reduced |
| Ontario Teachers Pension Plan Board | 6,455 | $281.4K | 0.00% | −5,582−46.4% | Reduced |
| DekaBank Deutsche Girozentrale | 6,892 | $284.0K | 0.00% | +4,390+175.5% | Added |
| Fifth Third Wealth Advisors LLC | 6,531 | $284.7K | 0.02% | +6,531 | New |
| Cerity Partners LLC | 6,588 | $287.2K | 0.00% | −36,673−84.8% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 6,663 | $290.0K | 0.00% | −900−11.9% | Reduced |
| Panagora Asset Management Inc | 6,767 | $295.0K | 0.00% | +1,467+27.7% | Added |
| US Bancorp | 6,913 | $301.4K | 0.00% | −574−7.7% | Reduced |
| MML Investors Services, LLC | 6,922 | $302.0K | 0.00% | −4,243−38.0% | Reduced |
| Silvercrest Asset Management Group LLC | 6,985 | $304.5K | 0.00% | 00.0% | Unchanged |
| Bradley Foster & Sargent Inc | 7,060 | $307.7K | 0.01% | −1,000−12.4% | Reduced |
| Alps Advisors Inc | 7,080 | $308.6K | 0.00% | −34−0.5% | Reduced |
| Vident Advisory, LLC | 7,144 | $311.4K | 0.01% | +7,144 | New |
| Shelton Capital Management | 7,194 | $313.6K | 0.01% | −410−5.4% | Reduced |
| Ronald Blue Trust, Inc. | 6,278 | $318.8K | 0.00% | +1,341+27.2% | Added |
| Point72 Asia (Singapore) Pte. Ltd. | 7,323 | $319.2K | 0.07% | +7,323 | New |
| Profund Advisors LLC | 7,398 | $322.5K | 0.01% | −620−7.7% | Reduced |
| RSM US Wealth Management LLC | 7,563 | $334.4K | 0.01% | +7,563 | New |
| GYL Financial Synergies, LLC | 7,725 | $336.7K | 0.03% | −894−10.4% | Reduced |
| Korea Investment CORP | 7,750 | $337.8K | 0.00% | 00.0% | Unchanged |
| Systematic Alpha Investments, LLC | 7,792 | $339.7K | 0.01% | 00.0% | Unchanged |
| Beverly Hills Private Wealth, LLC | 7,851 | $342.2K | 0.07% | −456−5.5% | Reduced |
| Evercore Wealth Management, LLC | 7,946 | $346.4K | 0.01% | 00.0% | Unchanged |
| CWM Advisors, LLC | 8,061 | $351.4K | 0.04% | +1,028+14.6% | Added |
| ProShare Advisors LLC | 8,087 | $352.5K | 0.00% | −305−3.6% | Reduced |
| Coldstream Capital Management Inc | 8,115 | $353.7K | 0.01% | +288+3.7% | Added |
| Hamilton Capital Partners Inc. | 8,214 | $358.0K | 0.04% | 00.0% | Unchanged |
| Evergreen Capital Management LLC | 8,466 | $369.0K | 0.01% | +3,733+78.9% | Added |
| Baird Financial Group, Inc. | 8,525 | $371.6K | 0.00% | −1,000−10.5% | Reduced |
| First Manhattan Co | 8,803 | $383.7K | 0.00% | +40.0% | Added |
| NorthRock Partners, LLC | 8,882 | $387.2K | 0.01% | +36+0.4% | Added |
| Maven Securities LTD | 8,900 | $388.0K | 0.06% | +8,900 | New |
| Beacon Pointe Advisors, LLC | 8,951 | $390.2K | 0.00% | −2,048−18.6% | Reduced |
| JB Capital LLC | 9,141 | $398.5K | 0.02% | +30+0.3% | Added |
| Utah Retirement Systems | 9,173 | $399.9K | 0.00% | −300−3.2% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 9,313 | $406.0K | 0.00% | −324−3.4% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 9,316 | $406.1K | 0.00% | −864−8.5% | Reduced |
| Scientech Research LLC | 9,613 | $419.0K | 0.09% | +9,613 | New |
| Crossmark Global Holdings, Inc. | 9,741 | $425.0K | 0.01% | −1,386−12.5% | Reduced |
| Readystate Asset Management LP | 9,809 | $427.6K | 0.02% | +9,809 | New |
| Sutton Place Investors LLC | 9,859 | $429.8K | 0.29% | −28−0.3% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 9,910 | $432.0K | 0.00% | +9,910 | New |
| Deutsche Bank AG | 10,177 | $443.6K | 0.00% | +431+4.4% | Added |
| Douglass Winthrop Advisors, LLC | 10,300 | $449.0K | 0.01% | −1,000−8.8% | Reduced |
| Cresset Asset Management, LLC | 10,398 | $453.2K | 0.00% | +1,784+20.7% | Added |
| Kovitz Investment Group Partners, LLC | 10,658 | $464.6K | 0.00% | −246−2.3% | Reduced |
| Founders Capital Management, LLC | 11,079 | $482.9K | 0.09% | −418−3.6% | Reduced |
| Kestra Advisory Services, LLC | 12,814 | $522.6K | 0.00% | −891−6.5% | Reduced |
| Fourthstone LLC | 12,268 | $534.8K | 0.17% | +12,268 | New |
| First Hawaiian Bank | 12,516 | $545.6K | 0.02% | 00.0% | Unchanged |
| NJ State Employees Deferred Compensation Plan | 12,558 | $547.4K | 0.07% | 00.0% | Unchanged |
| Latitude Advisors, LLC | 12,636 | $550.8K | 0.34% | 00.0% | Unchanged |