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 |
|---|---|---|---|---|---|
| Ethic Inc. | 5,833 | $296.1K | 0.01% | +210+3.7% | Added |
| M&T Bank Corp | 6,155 | $286.9K | 0.00% | +383+6.6% | Added |
| Gsa Capital Partners LLP | 6,137 | $286.0K | 0.02% | +6,137 | New |
| Paragon Capital Management Ltd | 6,064 | $282.7K | 0.06% | +54+0.9% | Added |
| Legacy Wealth Management, LLC | 5,975 | $278.5K | 0.10% | −13,630−69.5% | Reduced |
| Greenleaf Trust | 5,796 | $270.2K | 0.00% | +175+3.1% | Added |
| HRT Financial LP | 5,803 | $270.0K | 0.00% | −75,918−92.9% | Reduced |
| William Blair Investment Management, LLC | 5,601 | $261.1K | 0.00% | +5,601 | New |
| Omers Administration Corp | 5,600 | $261.0K | 0.00% | +500+9.8% | Added |
| Bleakley Financial Group, LLC | 5,588 | $260.4K | 0.01% | −68−1.2% | Reduced |
| Modera Wealth Management, LLC | 5,581 | $260.1K | 0.00% | 00.0% | Unchanged |
| Blair William & Co | 5,398 | $251.6K | 0.00% | −123−2.2% | Reduced |
| Emerald Mutual Fund Advisers Trust | 5,279 | $246.1K | 0.01% | 00.0% | Unchanged |
| EP Wealth Advisors, LLC | 5,221 | $243.4K | 0.00% | +5,221 | New |
| CWM, LLC | 5,216 | $243.0K | 0.00% | +176+3.5% | Added |
| Sky Investment Group LLC | 5,186 | $241.7K | 0.04% | 00.0% | Unchanged |
| Hamilton Capital Partners Inc. | 5,114 | $238.4K | 0.02% | −3,100−37.7% | Reduced |
| Firestone Capital Management | 5,093 | $237.4K | 0.06% | 00.0% | Unchanged |
| Kovitz Investment Group Partners, LLC | 5,726 | $236.9K | 0.00% | −4,932−46.3% | Reduced |
| SG Americas Securities, LLC | 5,053 | $236.0K | 0.00% | −91,895−94.8% | Reduced |
| Sigma Planning Corp | 5,029 | $234.4K | 0.01% | −535−9.6% | Reduced |
| Clearbridge Investments, LLC | 5,010 | $233.5K | 0.00% | 00.0% | Unchanged |
| Bayview Asset Management, LLC | 5,000 | $233.1K | 0.13% | −58,400−92.1% | Reduced |
| CIBC Asset Management Inc | 4,987 | $232.4K | 0.00% | +166+3.4% | Added |
| Innealta Capital, LLC | 4,923 | $229.5K | 0.09% | −8−0.2% | Reduced |
| Great Lakes Advisors, LLC | 4,720 | $220.0K | 0.00% | 00.0% | Unchanged |
| Penbrook Management LLC | 4,630 | $215.8K | 0.14% | +4,630 | New |
| Forum Financial Management, LP | 4,474 | $208.5K | 0.00% | +4,474 | New |
| PFG Investments, LLC | 4,404 | $205.3K | 0.01% | +4,404 | New |
| Benin Management CORP | 4,300 | $200.4K | 0.06% | +4,300 | New |
| Creative Financial Designs Inc | 3,976 | $185.3K | 0.02% | +311+8.5% | Added |
| NBT Bank N A | 3,752 | $174.9K | 0.01% | +3,700+7,115.4% | Added |
| Walleye Trading LLC | 3,612 | $168.4K | 0.00% | +2,060+132.7% | Added |
| Steward Partners Investment Advisory, LLC | 3,239 | $151.0K | 0.00% | −168−4.9% | Reduced |
| Proequities, Inc. | 3,117 | $145.3K | 0.01% | −16−0.5% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 3,096 | $144.3K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 3,048 | $142.1K | 0.00% | −83−2.7% | Reduced |
| Central Pacific Bank - Trust Division | 2,792 | $130.1K | 0.02% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 2,782 | $129.7K | 0.07% | +25+0.9% | Added |
| Ci Investments Inc. | 2,709 | $126.0K | 0.00% | −349−11.4% | Reduced |
| South Dakota Investment Council | 2,649 | $123.0K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 2,611 | $121.7K | 0.00% | +222+9.3% | Added |
| Hartford Financial Management Inc. | 2,231 | $104.0K | 0.02% | +624+38.8% | Added |
| IFP Advisors, Inc | 2,075 | $96.7K | 0.00% | −35−1.7% | Reduced |
| Covestor Ltd | 1,895 | $89.0K | 0.06% | +276+17.0% | Added |
| GAMMA Investing LLC | 1,781 | $83.0K | 0.01% | +152+9.3% | Added |
| Quadrant Capital Group LLC | 1,581 | $73.7K | 0.01% | +138+9.6% | Added |
| Washington Trust Co | 1,573 | $73.3K | 0.00% | +5+0.3% | Added |
| Smartleaf Asset Management LLC | 1,428 | $66.3K | 0.01% | +780+120.4% | Added |
| Nomura Asset Management Co Ltd | 1,410 | $65.7K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 1,398 | $65.2K | 0.00% | +440+45.9% | Added |
| Cullen/Frost Bankers, Inc. | 1,300 | $60.6K | 0.00% | −85−6.1% | Reduced |
| Storebrand Asset Management AS | 1,295 | $60.4K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 1,293 | $60.3K | 0.00% | −8−0.6% | Reduced |
| NBC Securities, Inc. | 1,268 | $59.0K | 0.00% | +686+117.9% | Added |
| Union Savings Bank | 1,258 | $58.6K | 0.03% | 00.0% | Unchanged |
| Hilltop National Bank | 1,226 | $57.1K | 0.02% | 00.0% | Unchanged |
| GWM Advisors LLC | 1,169 | $54.5K | 0.00% | −1,584−57.5% | Reduced |
| Skopos Labs, Inc. | 1,143 | $53.3K | 0.02% | +1,143 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1,059 | $49.4K | 0.00% | +22+2.1% | Added |
| Quarry LP | 1,042 | $48.6K | 0.01% | +161+18.3% | Added |
| Bruce G. Allen Investments, LLC | 886 | $41.3K | 0.03% | +16+1.8% | Added |
| EverSource Wealth Advisors, LLC | 882 | $41.1K | 0.00% | +14+1.6% | Added |
| Jones Financial Companies LLLP | 864 | $40.1K | 0.00% | +237+37.8% | Added |
| Financial Management Professionals, Inc. | 850 | $40.0K | 0.00% | 00.0% | Unchanged |
| Wolverine Asset Management LLC | 782 | $36.4K | 0.00% | −4,272−84.5% | Reduced |
| Hantz Financial Services, Inc. | 721 | $34.0K | 0.00% | −6−0.8% | Reduced |
| Armstrong Advisory Group, Inc | 682 | $31.8K | 0.00% | −550−44.6% | Reduced |
| Lindbrook Capital, LLC | 654 | $30.5K | 0.00% | +159+32.1% | Added |
| Allworth Financial LP | 612 | $28.5K | 0.00% | +16+2.7% | Added |
| Parallel Advisors, LLC | 608 | $28.3K | 0.00% | +14+2.4% | Added |
| Quent Capital, LLC | 602 | $28.1K | 0.00% | 00.0% | Unchanged |
| Bangor Savings Bank | 600 | $28.0K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 599 | $27.9K | 0.00% | −148−19.8% | Reduced |
| Umb Bank N A | 595 | $27.7K | 0.00% | +460+340.7% | Added |
| Geneos Wealth Management Inc. | 589 | $27.5K | 0.00% | +589 | New |
| Rise Advisors, LLC | 573 | $26.7K | 0.01% | +5+0.9% | Added |
| V-Square Quantitative Management LLC | 572 | $26.7K | 0.00% | +572 | New |
| Trust Co of Vermont | 467 | $21.8K | 0.00% | 00.0% | Unchanged |
| Community Bank, N.A. | 463 | $21.6K | 0.00% | 00.0% | Unchanged |
| Catalyst Funds Management Pty Ltd | 400 | $18.6K | 0.00% | +100+33.3% | Added |
| Farther Finance Advisors, LLC | 387 | $18.0K | 0.00% | +14+3.8% | Added |
| Washington Trust Advisors, Inc. | 386 | $18.0K | 0.00% | 00.0% | Unchanged |
| Clear Point Advisors Inc. | 365 | $17.0K | 0.01% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 361 | $16.8K | 0.01% | +361 | New |
| Spire Wealth Management | 339 | $15.8K | 0.00% | −265−43.9% | Reduced |
| Central Trust Co | 293 | $13.7K | 0.00% | 00.0% | Unchanged |
| Silicon Valley Capital Partners | 284 | $13.2K | 0.00% | +3+1.1% | Added |
| J.Safra Asset Management Corp | 285 | $13.2K | 0.00% | +258+955.6% | Added |
| Massmutual Trust Co FSB | 272 | $12.7K | 0.00% | +38+16.2% | Added |
| Compass Wealth Management LLC | 259 | $12.1K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 257 | $12.0K | 0.01% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 251 | $11.7K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 250 | $11.7K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 225 | $10.5K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 189 | $9.00K | 0.00% | −21−10.0% | Reduced |
| Versant Capital Management, Inc | 192 | $8.95K | 0.00% | +37+23.9% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 173 | $8.06K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 169 | $7.88K | 0.00% | +92+119.5% | Added |
| Venturi Wealth Management, LLC | 163 | $7.60K | 0.00% | 00.0% | Unchanged |