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, Q3 2024
Institutional positions in Webster Financial Corp as of Sep 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
- 439
- −13 vs. Q2 2024
- Shares held
- 148.8M
- +17.3M (+13.2%) vs. Q2 2024
- Total value
- $6.93B
- +$1.20B (+21.0%) vs. Q2 2024
- New holders
- 40
- 155 more added
- Sold out
- 53
- 172 more reduced
4 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2024
Shares, value and share of portfolio for each institution holding Webster Financial Corp; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Capital Advisors, Ltd. LLC | 7 | $0 | 0.00% | 00.0% | Unchanged |
| Mendota Financial Group, LLC | 1 | $47 | 0.00% | +1 | New |
| PSI Advisors, LLC | 2 | $93 | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 3 | $140 | 0.00% | +1+50.0% | Added |
| First Personal Financial Services | 3 | $140 | 0.00% | +3 | New |
| Raleigh Capital Management Inc. | 5 | $233 | 0.00% | −5−50.0% | Reduced |
| CoreCap Advisors, LLC | 5 | $233 | 0.00% | +5 | New |
| Larson Financial Group LLC | 6 | $280 | 0.00% | +6 | New |
| Claris Advisors, LLC | 9 | $419 | 0.00% | +9 | New |
| Rothschild Investment LLC | 10 | $466 | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 11 | $657 | 0.00% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 25 | $1.17K | 0.00% | −19−43.2% | Reduced |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 25 | $1.17K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 25 | $1.17K | 0.00% | 00.0% | Unchanged |
| Spectrum Wealth Counsel, LLC | 25 | $1.17K | 0.00% | +25 | New |
| Iron Horse Wealth Management, LLC | 26 | $1.21K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 34 | $1.58K | 0.00% | +1+3.0% | Added |
| SJS Investment Consulting Inc. | 34 | $1.58K | 0.00% | +3+9.7% | Added |
| Beacon Capital Management, LLC | 38 | $1.77K | 0.00% | +38 | New |
| AdvisorNet Financial, Inc | 39 | $1.82K | 0.00% | +10+34.5% | Added |
| GW&K Investment Management, LLC | 44 | $2.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 48 | $2.00K | 0.00% | +11+29.7% | Added |
| Mather Group, LLC. | 52 | $2.42K | 0.00% | −1,188−95.8% | Reduced |
| Capital Analysts, LLC | 68 | $3.00K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 70 | $3.26K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 87 | $4.06K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 94 | $4.38K | 0.00% | +16+20.5% | Added |
| Bell Investment Advisors, Inc | 100 | $4.66K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 104 | $4.85K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 117 | $5.45K | 0.00% | +106+963.6% | Added |
| New England Capital Financial Advisors LLC | 121 | $5.65K | 0.00% | +1+0.8% | Added |
| Caitlin John, LLC | 96 | $5.75K | 0.00% | +1+1.1% | Added |
| Hemington Wealth Management | 127 | $6.00K | 0.00% | +127 | New |
| Sachetta, LLC | 137 | $6.39K | 0.00% | −26−16.0% | Reduced |
| PFS Partners, LLC | 138 | $6.43K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 140 | $6.53K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 140 | $6.53K | 0.00% | 00.0% | Unchanged |
| Aster Capital Management (DIFC) Ltd | 150 | $6.99K | 0.00% | +150 | New |
| JFS Wealth Advisors, LLC | 155 | $7.22K | 0.00% | +5+3.3% | Added |
| Venturi Wealth Management, LLC | 163 | $7.60K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 169 | $7.88K | 0.00% | +92+119.5% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 173 | $8.06K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 192 | $8.95K | 0.00% | +37+23.9% | Added |
| Bessemer Group Inc | 189 | $9.00K | 0.00% | −21−10.0% | Reduced |
| Private Wealth Management Group, LLC | 225 | $10.5K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 250 | $11.7K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 251 | $11.7K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 257 | $12.0K | 0.01% | 00.0% | Unchanged |
| Compass Wealth Management LLC | 259 | $12.1K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 272 | $12.7K | 0.00% | +38+16.2% | Added |
| J.Safra Asset Management Corp | 285 | $13.2K | 0.00% | +258+955.6% | Added |
| Silicon Valley Capital Partners | 284 | $13.2K | 0.00% | +3+1.1% | Added |
| Central Trust Co | 293 | $13.7K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 339 | $15.8K | 0.00% | −265−43.9% | Reduced |
| Wolff Wiese Magana LLC | 361 | $16.8K | 0.01% | +361 | New |
| Clear Point Advisors Inc. | 365 | $17.0K | 0.01% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 386 | $18.0K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 387 | $18.0K | 0.00% | +14+3.8% | Added |
| Catalyst Funds Management Pty Ltd | 400 | $18.6K | 0.00% | +100+33.3% | Added |
| Community Bank, N.A. | 463 | $21.6K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 467 | $21.8K | 0.00% | 00.0% | Unchanged |
| V-Square Quantitative Management LLC | 572 | $26.7K | 0.00% | +572 | New |
| Rise Advisors, LLC | 573 | $26.7K | 0.01% | +5+0.9% | Added |
| Geneos Wealth Management Inc. | 589 | $27.5K | 0.00% | +589 | New |
| Umb Bank N A | 595 | $27.7K | 0.00% | +460+340.7% | Added |
| Principal Securities, Inc. | 599 | $27.9K | 0.00% | −148−19.8% | Reduced |
| Bangor Savings Bank | 600 | $28.0K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 602 | $28.1K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 608 | $28.3K | 0.00% | +14+2.4% | Added |
| Allworth Financial LP | 612 | $28.5K | 0.00% | +16+2.7% | Added |
| Lindbrook Capital, LLC | 654 | $30.5K | 0.00% | +159+32.1% | Added |
| Armstrong Advisory Group, Inc | 682 | $31.8K | 0.00% | −550−44.6% | Reduced |
| Hantz Financial Services, Inc. | 721 | $34.0K | 0.00% | −6−0.8% | Reduced |
| Wolverine Asset Management LLC | 782 | $36.4K | 0.00% | −4,272−84.5% | Reduced |
| Financial Management Professionals, Inc. | 850 | $40.0K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 864 | $40.1K | 0.00% | +237+37.8% | Added |
| EverSource Wealth Advisors, LLC | 882 | $41.1K | 0.00% | +14+1.6% | Added |
| Bruce G. Allen Investments, LLC | 886 | $41.3K | 0.03% | +16+1.8% | Added |
| Quarry LP | 1,042 | $48.6K | 0.01% | +161+18.3% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1,059 | $49.4K | 0.00% | +22+2.1% | Added |
| Skopos Labs, Inc. | 1,143 | $53.3K | 0.02% | +1,143 | New |
| GWM Advisors LLC | 1,169 | $54.5K | 0.00% | −1,584−57.5% | Reduced |
| Hilltop National Bank | 1,226 | $57.1K | 0.02% | 00.0% | Unchanged |
| Union Savings Bank | 1,258 | $58.6K | 0.03% | 00.0% | Unchanged |
| NBC Securities, Inc. | 1,268 | $59.0K | 0.00% | +686+117.9% | Added |
| Global Retirement Partners, LLC | 1,293 | $60.3K | 0.00% | −8−0.6% | Reduced |
| Storebrand Asset Management AS | 1,295 | $60.4K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 1,300 | $60.6K | 0.00% | −85−6.1% | Reduced |
| First Horizon Advisors, Inc. | 1,398 | $65.2K | 0.00% | +440+45.9% | Added |
| Nomura Asset Management Co Ltd | 1,410 | $65.7K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 1,428 | $66.3K | 0.01% | +780+120.4% | Added |
| Washington Trust Co | 1,573 | $73.3K | 0.00% | +5+0.3% | Added |
| Quadrant Capital Group LLC | 1,581 | $73.7K | 0.01% | +138+9.6% | Added |
| GAMMA Investing LLC | 1,781 | $83.0K | 0.01% | +152+9.3% | Added |
| Covestor Ltd | 1,895 | $89.0K | 0.06% | +276+17.0% | Added |
| IFP Advisors, Inc | 2,075 | $96.7K | 0.00% | −35−1.7% | Reduced |
| Hartford Financial Management Inc. | 2,231 | $104.0K | 0.02% | +624+38.8% | Added |
| Assetmark, Inc | 2,611 | $121.7K | 0.00% | +222+9.3% | Added |
| South Dakota Investment Council | 2,649 | $123.0K | 0.00% | 00.0% | Unchanged |
| Ci Investments Inc. | 2,709 | $126.0K | 0.00% | −349−11.4% | Reduced |