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 |
|---|---|---|---|---|---|
| Red Tortoise LLC | 257 | $11.2K | 0.01% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 251 | $10.9K | 0.00% | −6−2.3% | Reduced |
| Harbour Investments, Inc. | 250 | $10.9K | 0.00% | +2+0.8% | Added |
| Whittier Trust Co | 247 | $10.8K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 234 | $10.2K | 0.00% | +46+24.5% | Added |
| Private Wealth Management Group, LLC | 225 | $9.81K | 0.00% | −85−27.4% | Reduced |
| Peregrine Capital Management LLC | 219 | $9.55K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 210 | $9.00K | 0.00% | −99−32.0% | Reduced |
| Sachetta, LLC | 163 | $8.06K | 0.00% | +60+58.3% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 173 | $7.54K | 0.00% | 00.0% | Unchanged |
| Ashton Thomas Private Wealth, LLC | 165 | $7.19K | 0.00% | +165 | New |
| Venturi Wealth Management, LLC | 163 | $7.11K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 155 | $6.76K | 0.00% | +44+39.6% | Added |
| JFS Wealth Advisors, LLC | 150 | $6.54K | 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 |
| PFS Partners, LLC | 138 | $6.02K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 135 | $5.88K | 0.00% | +89+193.5% | Added |
| New England Capital Financial Advisors LLC | 120 | $5.24K | 0.00% | +1+0.8% | Added |
| Valley National Advisers Inc | 130 | $5.00K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 104 | $4.53K | 0.00% | +22+26.8% | Added |
| Bell Investment Advisors, Inc | 100 | $4.36K | 0.00% | 00.0% | Unchanged |
| 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 |
| Clearstead Advisors, LLC | 87 | $3.79K | 0.00% | +87 | New |
| JJJ Advisors Inc. | 79 | $3.44K | 0.00% | +79 | New |
| Private Trust Co NA | 78 | $3.40K | 0.00% | −16−17.0% | Reduced |
| CIBC Private Wealth Group, LLC | 77 | $3.30K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 70 | $3.05K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 68 | $3.00K | 0.00% | 00.0% | Unchanged |
| NBT Bank N A | 52 | $2.26K | 0.00% | +1+2.0% | Added |
| GW&K Investment Management, LLC | 44 | $2.00K | 0.00% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 44 | $1.93K | 0.00% | +44 | New |
| Headlands Technologies LLC | 35 | $1.53K | 0.00% | −8,409−99.6% | Reduced |
| Baldwin Brothers Inc | 35 | $1.53K | 0.00% | +35 | New |
| 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 |
| Koesten, Hirschmann & Crabtree, INC. | 27 | $1.37K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 31 | $1.35K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 29 | $1.26K | 0.00% | +20+222.2% | Added |
| J.Safra Asset Management Corp | 27 | $1.18K | 0.00% | +27 | New |
| Iron Horse Wealth Management, LLC | 26 | $1.13K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 25 | $1.09K | 0.00% | +25 | New |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 25 | $1.09K | 0.00% | +25 | New |
| Avion Wealth | 37 | $1.00K | 0.00% | −9−19.6% | Reduced |
| Johnson Financial Group, Inc. | 18 | $785 | 0.00% | +18 | New |
| Hexagon Capital Partners LLC | 11 | $480 | 0.00% | +11 | New |
| Continuum Advisory, LLC | 11 | $479 | 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 |
| Gradient Investments LLC | 6 | $262 | 0.00% | −13−68.4% | Reduced |
| Delos Wealth Advisors, LLC | 6 | $262 | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 2 | $88 | 0.00% | +2 | New |
| PSI Advisors, LLC | 2 | $87 | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 7 | $0 | 0.00% | 00.0% | Unchanged |
| Holocene Advisors, LP | 0 | $0 | 0.00% | −550,207−100.0% | Sold out |
| British Columbia Investment Management Corp | 0 | $0 | 0.00% | −280,000−100.0% | Sold out |
| American International Group, Inc. | 0 | $0 | 0.00% | −227,699−100.0% | Sold out |
| Assenagon Asset Management S.A. | 0 | $0 | 0.00% | −199,527−100.0% | Sold out |
| Sienna Gestion | 0 | $0 | 0.00% | −160,094−100.0% | Sold out |
| Texas Permanent School Fund | 0 | $0 | 0.00% | −150,552−100.0% | Sold out |
| Cinctive Capital Management LP | 0 | $0 | 0.00% | −107,910−100.0% | Sold out |
| Jupiter Asset Management Ltd | 0 | $0 | 0.00% | −69,503−100.0% | Sold out |
| Fred Alger Management, LLC | 0 | $0 | 0.00% | −56,029−100.0% | Sold out |
| HST Ventures, LLC | 0 | $0 | 0.00% | −53,639−100.0% | Sold out |
| John W. Rosenthal Capital Management, Inc. | 0 | $0 | 0.00% | −44,000−100.0% | Sold out |
| Lighthouse Investment Partners, LLC | 0 | $0 | 0.00% | −24,366−100.0% | Sold out |
| Icon Advisers Inc | 0 | $0 | 0.00% | −22,800−100.0% | Sold out |
| Arrowstreet Capital, Limited Partnership | 0 | $0 | 0.00% | −20,875−100.0% | Sold out |
| Alyeska Investment Group, L.P. | 0 | $0 | 0.00% | −18,880−100.0% | Sold out |
| Houlihan Financial Resource Group, Ltd. | 0 | $0 | 0.00% | −15,575−100.0% | Sold out |
| Outlook Wealth Advisors, LLC | 0 | $0 | 0.00% | −13,921−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −12,280−100.0% | Sold out |
| Stephens Inc | 0 | $0 | 0.00% | −12,236−100.0% | Sold out |
| Auxano Advisors, LLC | 0 | $0 | 0.00% | −9,136−100.0% | Sold out |
| Level Four Advisory Services, LLC | 0 | $0 | 0.00% | −8,383−100.0% | Sold out |
| Axq Capital, LP | 0 | $0 | 0.00% | −7,800−100.0% | Sold out |
| Burns Matteson Capital Management, LLC | 0 | $0 | 0.00% | −7,642−100.0% | Sold out |
| Oak Thistle LLC | 0 | $0 | 0.00% | −7,608−100.0% | Sold out |
| Lebenthal Global Advisors, LLC | 0 | $0 | 0.00% | −6,653−100.0% | Sold out |
| MQS Management LLC | 0 | $0 | 0.00% | −6,166−100.0% | Sold out |
| FDx Advisors, Inc. | 0 | $0 | 0.00% | −5,616−100.0% | Sold out |
| Essex Savings Bank | 0 | $0 | 0.00% | −5,608−100.0% | Sold out |
| Park Avenue Securities LLC | 0 | $0 | 0.00% | −5,196−100.0% | Sold out |
| Wedbush Securities Inc | 0 | $0 | 0.00% | −5,190−100.0% | Sold out |
| Penbrook Management LLC | 0 | $0 | 0.00% | −5,130−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −4,988−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −4,928−100.0% | Sold out |
| Vestmark Advisory Solutions, Inc. | 0 | $0 | 0.00% | −4,912−100.0% | Sold out |
| Trust Point Inc. | 0 | $0 | 0.00% | −4,835−100.0% | Sold out |
| 1858 Wealth Management, LLC | 0 | $0 | 0.00% | −4,801−100.0% | Sold out |
| Atom Investors LP | 0 | $0 | 0.00% | −4,713−100.0% | Sold out |
| Ingalls & Snyder LLC | 0 | $0 | 0.00% | −4,556−100.0% | Sold out |
| Benin Management CORP | 0 | $0 | 0.00% | −4,500−100.0% | Sold out |
| Forum Financial Management, LP | 0 | $0 | 0.00% | −4,467−100.0% | Sold out |
| Relative Value Partners Group, LLC | 0 | $0 | 0.00% | −4,581−100.0% | Sold out |
| Mercer Global Advisors Inc | 0 | $0 | 0.00% | −4,423−100.0% | Sold out |
| Meiji Yasuda Asset Management Co Ltd. | 0 | $0 | 0.00% | −4,407−100.0% | Sold out |
| William Blair Investment Management, LLC | 0 | $0 | 0.00% | −4,207−100.0% | Sold out |