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 |
|---|---|---|---|---|---|
| HighMark Wealth Management LLC | 2,782 | $129.7K | 0.07% | +25+0.9% | Added |
| Central Pacific Bank - Trust Division | 2,792 | $130.1K | 0.02% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 3,048 | $142.1K | 0.00% | −83−2.7% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 3,096 | $144.3K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 3,117 | $145.3K | 0.01% | −16−0.5% | Reduced |
| Steward Partners Investment Advisory, LLC | 3,239 | $151.0K | 0.00% | −168−4.9% | Reduced |
| Walleye Trading LLC | 3,612 | $168.4K | 0.00% | +2,060+132.7% | Added |
| NBT Bank N A | 3,752 | $174.9K | 0.01% | +3,700+7,115.4% | Added |
| Creative Financial Designs Inc | 3,976 | $185.3K | 0.02% | +311+8.5% | Added |
| Benin Management CORP | 4,300 | $200.4K | 0.06% | +4,300 | New |
| PFG Investments, LLC | 4,404 | $205.3K | 0.01% | +4,404 | New |
| Forum Financial Management, LP | 4,474 | $208.5K | 0.00% | +4,474 | New |
| Penbrook Management LLC | 4,630 | $215.8K | 0.14% | +4,630 | New |
| Great Lakes Advisors, LLC | 4,720 | $220.0K | 0.00% | 00.0% | Unchanged |
| Innealta Capital, LLC | 4,923 | $229.5K | 0.09% | −8−0.2% | Reduced |
| CIBC Asset Management Inc | 4,987 | $232.4K | 0.00% | +166+3.4% | Added |
| Bayview Asset Management, LLC | 5,000 | $233.1K | 0.13% | −58,400−92.1% | Reduced |
| Clearbridge Investments, LLC | 5,010 | $233.5K | 0.00% | 00.0% | Unchanged |
| Sigma Planning Corp | 5,029 | $234.4K | 0.01% | −535−9.6% | Reduced |
| SG Americas Securities, LLC | 5,053 | $236.0K | 0.00% | −91,895−94.8% | Reduced |
| Kovitz Investment Group Partners, LLC | 5,726 | $236.9K | 0.00% | −4,932−46.3% | Reduced |
| Firestone Capital Management | 5,093 | $237.4K | 0.06% | 00.0% | Unchanged |
| Hamilton Capital Partners Inc. | 5,114 | $238.4K | 0.02% | −3,100−37.7% | Reduced |
| Sky Investment Group LLC | 5,186 | $241.7K | 0.04% | 00.0% | Unchanged |
| CWM, LLC | 5,216 | $243.0K | 0.00% | +176+3.5% | Added |
| EP Wealth Advisors, LLC | 5,221 | $243.4K | 0.00% | +5,221 | New |
| Emerald Mutual Fund Advisers Trust | 5,279 | $246.1K | 0.01% | 00.0% | Unchanged |
| Blair William & Co | 5,398 | $251.6K | 0.00% | −123−2.2% | Reduced |
| Modera Wealth Management, LLC | 5,581 | $260.1K | 0.00% | 00.0% | Unchanged |
| Bleakley Financial Group, LLC | 5,588 | $260.4K | 0.01% | −68−1.2% | Reduced |
| Omers Administration Corp | 5,600 | $261.0K | 0.00% | +500+9.8% | Added |
| William Blair Investment Management, LLC | 5,601 | $261.1K | 0.00% | +5,601 | New |
| HRT Financial LP | 5,803 | $270.0K | 0.00% | −75,918−92.9% | Reduced |
| Greenleaf Trust | 5,796 | $270.2K | 0.00% | +175+3.1% | Added |
| Legacy Wealth Management, LLC | 5,975 | $278.5K | 0.10% | −13,630−69.5% | Reduced |
| Paragon Capital Management Ltd | 6,064 | $282.7K | 0.06% | +54+0.9% | Added |
| Gsa Capital Partners LLP | 6,137 | $286.0K | 0.02% | +6,137 | New |
| M&T Bank Corp | 6,155 | $286.9K | 0.00% | +383+6.6% | Added |
| Ethic Inc. | 5,833 | $296.1K | 0.01% | +210+3.7% | Added |
| Journey Strategic Wealth LLC | 6,451 | $300.7K | 0.01% | +540+9.1% | Added |
| Ontario Teachers Pension Plan Board | 6,455 | $300.9K | 0.00% | 00.0% | Unchanged |
| Beverly Hills Private Wealth, LLC | 6,465 | $301.3K | 0.06% | −1,386−17.7% | Reduced |
| Signaturefd, LLC | 6,479 | $302.0K | 0.01% | +107+1.7% | Added |
| Virtu Financial LLC | 6,542 | $305.0K | 0.02% | +6,542 | New |
| Fifth Third Wealth Advisors LLC | 6,583 | $306.8K | 0.02% | +52+0.8% | Added |
| Cambridge Investment Research Advisors, Inc. | 6,632 | $309.0K | 0.00% | −31−0.5% | Reduced |
| Point72 Asia (Singapore) Pte. Ltd. | 6,655 | $310.2K | 0.06% | −668−9.1% | Reduced |
| Centiva Capital, LP | 6,673 | $311.0K | 0.01% | −14,122−67.9% | Reduced |
| Point72 (DIFC) Ltd | 6,687 | $311.7K | 0.02% | +6,687 | New |
| Simplex Trading, LLC | 6,750 | $314.0K | 0.01% | +6,750 | New |
| Shelton Capital Management | 6,780 | $316.0K | 0.01% | −414−5.8% | Reduced |
| MML Investors Services, LLC | 6,804 | $317.0K | 0.00% | −118−1.7% | Reduced |
| DekaBank Deutsche Girozentrale | 6,892 | $317.0K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 6,951 | $324.0K | 0.00% | +38+0.5% | Added |
| Silvercrest Asset Management Group LLC | 6,985 | $325.6K | 0.00% | 00.0% | Unchanged |
| PenderFund Capital Management Ltd. | 5,200 | $327.8K | 0.08% | +5,200 | New |
| Bradley Foster & Sargent Inc | 7,060 | $329.1K | 0.01% | 00.0% | Unchanged |
| Wedmont Private Capital | 7,391 | $334.4K | 0.02% | +1,440+24.2% | Added |
| Ronald Blue Trust, Inc. | 7,831 | $341.3K | 0.00% | +1,553+24.7% | Added |
| GYL Financial Synergies, LLC | 7,385 | $344.2K | 0.03% | −340−4.4% | Reduced |
| ProShare Advisors LLC | 7,473 | $348.3K | 0.00% | −614−7.6% | Reduced |
| Panagora Asset Management Inc | 7,764 | $361.9K | 0.00% | +997+14.7% | Added |
| Systematic Alpha Investments, LLC | 7,792 | $363.2K | 0.01% | 00.0% | Unchanged |
| Evercore Wealth Management, LLC | 7,946 | $370.4K | 0.01% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 7,821 | $376.2K | 0.00% | +1,608+25.9% | Added |
| Coldstream Capital Management Inc | 8,108 | $378.9K | 0.01% | −7−0.1% | Reduced |
| Evergreen Capital Management LLC | 8,406 | $391.8K | 0.01% | −60−0.7% | Reduced |
| Verdence Capital Advisors LLC | 8,637 | $402.6K | 0.03% | +2,332+37.0% | Added |
| Profund Advisors LLC | 8,704 | $405.7K | 0.02% | +1,306+17.7% | Added |
| Beacon Pointe Advisors, LLC | 8,783 | $409.4K | 0.00% | −168−1.9% | Reduced |
| First Manhattan Co | 8,803 | $410.3K | 0.00% | 00.0% | Unchanged |
| CWM Advisors, LLC | 8,832 | $411.7K | 0.04% | +771+9.6% | Added |
| Quantinno Capital Management LP | 8,884 | $414.1K | 0.01% | +3,456+63.7% | Added |
| Envestnet Portfolio Solutions, Inc. | 8,918 | $415.7K | 0.00% | −398−4.3% | Reduced |
| PEAK6 Investments LLC | 9,031 | $420.9K | 0.02% | −5,837−39.3% | Reduced |
| NorthRock Partners, LLC | 9,038 | $421.3K | 0.01% | +156+1.8% | Added |
| Utah Retirement Systems | 9,173 | $427.6K | 0.00% | 00.0% | Unchanged |
| Sutton Place Investors LLC | 9,370 | $436.7K | 0.27% | −489−5.0% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 9,405 | $438.4K | 0.00% | +92+1.0% | Added |
| Cerity Partners LLC | 9,624 | $448.6K | 0.00% | +3,036+46.1% | Added |
| Maryland State Retirement & Pension System | 9,740 | $454.0K | 0.01% | −3,844−28.3% | Reduced |
| Crossmark Global Holdings, Inc. | 9,741 | $454.0K | 0.01% | 00.0% | Unchanged |
| Mitsubishi UFJ Trust & Banking Corp | 9,796 | $456.6K | 0.00% | −114−1.2% | Reduced |
| Oak Thistle LLC | 9,863 | $459.7K | 0.15% | +9,863 | New |
| Tower Research Capital LLC (TRC) | 9,932 | $462.9K | 0.01% | −28,841−74.4% | Reduced |
| Shell Asset Management Co | 9,981 | $465.0K | 0.02% | +9,981 | New |
| Cresset Asset Management, LLC | 10,230 | $476.8K | 0.00% | −168−1.6% | Reduced |
| Douglass Winthrop Advisors, LLC | 10,300 | $480.1K | 0.01% | 00.0% | Unchanged |
| Wolverine Trading, LLC | 10,618 | $492.6K | 0.01% | +10,618 | New |
| Scientech Research LLC | 10,876 | $506.9K | 0.10% | +1,263+13.1% | Added |
| RSM US Wealth Management LLC | 11,466 | $514.3K | 0.01% | +3,903+51.6% | Added |
| Founders Capital Management, LLC | 11,079 | $516.4K | 0.09% | 00.0% | Unchanged |
| United Services Automobile Association | 11,364 | $529.7K | 0.01% | −2,623−18.8% | Reduced |
| Atria Wealth Solutions, Inc. | 11,578 | $539.7K | 0.01% | −1,945−14.4% | Reduced |
| Kestra Advisory Services, LLC | 11,760 | $548.1K | 0.00% | −1,054−8.2% | Reduced |
| Cornercap Investment Counsel Inc | 12,018 | $560.2K | 0.17% | −13,792−53.4% | Reduced |
| Circle Wealth Management, LLC | 12,463 | $580.9K | 0.01% | −249−2.0% | Reduced |
| First Hawaiian Bank | 12,516 | $583.4K | 0.02% | 00.0% | Unchanged |
| NJ State Employees Deferred Compensation Plan | 12,558 | $585.3K | 0.07% | 00.0% | Unchanged |
| Latitude Advisors, LLC | 12,636 | $589.0K | 0.33% | 00.0% | Unchanged |