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, Q4 2024
Institutional positions in Webster Financial Corp as of Dec 31, 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
- 471
- +38 vs. Q3 2024
- Shares held
- 152.1M
- +3.68M (+2.5%) vs. Q3 2024
- Total value
- $8.40B
- +$1.48B (+21.4%) vs. Q3 2024
- New holders
- 74
- 163 more added
- Sold out
- 36
- 165 more reduced
6 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2024
Shares, value and share of portfolio for each institution holding Webster Financial Corp; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Capital Advisors, Ltd. LLC | 7 | $0 | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 1 | $77 | 0.01% | −1,267−99.9% | Reduced |
| PSI Advisors, LLC | 2 | $110 | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 3 | $166 | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 4 | $221 | 0.00% | +4 | New |
| Parkworth Wealth Management, Inc. | 4 | $221 | 0.00% | +4 | New |
| Principia Wealth Advisory, LLC | 4 | $221 | 0.00% | +4 | New |
| CoreCap Advisors, LLC | 5 | $276 | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 5 | $276 | 0.00% | 00.0% | Unchanged |
| WealthTrak Capital Management LLC | 5 | $277 | 0.00% | +5 | New |
| NewSquare Capital LLC | 6 | $331 | 0.00% | +6 | New |
| Synergy Financial Management, LLC | 9 | $419 | 0.00% | +9 | New |
| Larson Financial Group LLC | 9 | $497 | 0.00% | +3+50.0% | Added |
| AdvisorNet Financial, Inc | 10 | $552 | 0.00% | −29−74.4% | Reduced |
| Global Financial Private Client, LLC | 10 | $552 | 0.00% | +10 | New |
| Continuum Advisory, LLC | 11 | $607 | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 15 | $828 | 0.00% | +5+50.0% | Added |
| Bokf, NA | 25 | $1.34K | 0.00% | +25 | New |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 25 | $1.38K | 0.00% | 00.0% | Unchanged |
| Spectrum Wealth Counsel, LLC | 25 | $1.38K | 0.00% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 26 | $1.44K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 26 | $1.44K | 0.00% | +26 | New |
| SJS Investment Consulting Inc. | 31 | $1.71K | 0.00% | −3−8.8% | Reduced |
| DiNuzzo Private Wealth, Inc. | 33 | $1.82K | 0.00% | −1−2.9% | Reduced |
| GW&K Investment Management, LLC | 44 | $2.00K | 0.00% | 00.0% | Unchanged |
| Sierra Ocean, LLC | 37 | $2.04K | 0.00% | +37 | New |
| Avion Wealth | 57 | $3.00K | 0.00% | +9+18.8% | Added |
| IFP Advisors, Inc | 69 | $3.83K | 0.00% | −2,006−96.7% | Reduced |
| Farmers & Merchants Investments Inc | 70 | $3.87K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 68 | $4.00K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 85 | $4.69K | 0.00% | +85 | New |
| CIBC Private Wealth Group, LLC | 89 | $4.92K | 0.00% | −80−47.3% | Reduced |
| Private Trust Co NA | 94 | $5.19K | 0.00% | 00.0% | Unchanged |
| Caitlin John, LLC | 96 | $5.30K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 100 | $5.52K | 0.00% | −37−27.0% | Reduced |
| Clearstead Advisors, LLC | 104 | $5.74K | 0.00% | +17+19.5% | Added |
| Whipplewood Advisors, LLC | 106 | $5.85K | 0.00% | +106 | New |
| New England Capital Financial Advisors LLC | 122 | $6.74K | 0.00% | +1+0.8% | Added |
| Bell Investment Advisors, Inc | 127 | $7.01K | 0.00% | +27+27.0% | Added |
| PFS Partners, LLC | 138 | $7.62K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 140 | $7.73K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 155 | $8.56K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 174 | $9.00K | 0.00% | +47+37.0% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 173 | $9.60K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 200 | $11.0K | 0.00% | +83+70.9% | Added |
| Private Wealth Management Group, LLC | 225 | $12.4K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 250 | $13.8K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 257 | $14.2K | 0.01% | 00.0% | Unchanged |
| Compass Wealth Management LLC | 259 | $14.3K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 260 | $14.4K | 0.00% | +9+3.6% | Added |
| Mather Group, LLC. | 267 | $14.7K | 0.00% | +215+413.5% | Added |
| Silicon Valley Capital Partners | 286 | $15.8K | 0.00% | +2+0.7% | Added |
| Central Trust Co | 293 | $16.2K | 0.00% | 00.0% | Unchanged |
| Mainstream Capital Management LLC | 319 | $17.6K | 0.01% | +319 | New |
| Creative Financial Designs Inc | 333 | $18.4K | 0.00% | −3,643−91.6% | Reduced |
| Spire Wealth Management | 339 | $18.7K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 343 | $18.9K | 0.00% | +71+26.1% | Added |
| Wolff Wiese Magana LLC | 361 | $19.9K | 0.01% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 378 | $20.9K | 0.00% | +186+96.9% | Added |
| Bessemer Group Inc | 386 | $21.0K | 0.00% | +197+104.2% | Added |
| TCTC Holdings, LLC | 381 | $21.0K | 0.00% | +381 | New |
| Washington Trust Advisors, Inc. | 386 | $21.3K | 0.00% | 00.0% | Unchanged |
| J.Safra Asset Management Corp | 397 | $21.8K | 0.00% | +112+39.3% | Added |
| Bangor Savings Bank | 400 | $22.1K | 0.00% | −200−33.3% | Reduced |
| Ethos Financial Group, LLC | 406 | $22.4K | 0.00% | +406 | New |
| Huntington National Bank | 441 | $24.4K | 0.00% | +337+324.0% | Added |
| Community Bank, N.A. | 463 | $25.6K | 0.00% | 00.0% | Unchanged |
| Skandinaviska Enskilda Banken AB (publ) | 469 | $25.7K | 0.00% | +469 | New |
| Trust Co of Vermont | 467 | $25.8K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 484 | $26.7K | 0.00% | +97+25.1% | Added |
| Medallion Wealth Advisors, LLC | 525 | $28.4K | 0.01% | +525 | New |
| V-Square Quantitative Management LLC | 572 | $31.6K | 0.00% | 00.0% | Unchanged |
| Headlands Technologies LLC | 575 | $31.8K | 0.00% | +575 | New |
| Rise Advisors, LLC | 577 | $31.9K | 0.02% | +4+0.7% | Added |
| Hantz Financial Services, Inc. | 585 | $32.0K | 0.00% | −136−18.9% | Reduced |
| Quent Capital, LLC | 602 | $33.2K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 610 | $33.7K | 0.00% | +21+3.6% | Added |
| Lindbrook Capital, LLC | 619 | $34.2K | 0.00% | −35−5.4% | Reduced |
| Parallel Advisors, LLC | 625 | $34.5K | 0.00% | +17+2.8% | Added |
| Armstrong Advisory Group, Inc | 682 | $37.7K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 655 | $38.8K | 0.00% | +43+7.0% | Added |
| Jones Financial Companies LLLP | 738 | $40.8K | 0.00% | −126−14.6% | Reduced |
| Principal Securities, Inc. | 764 | $42.2K | 0.00% | +165+27.5% | Added |
| R Squared Ltd | 770 | $42.5K | 0.04% | +770 | New |
| Financial Management Professionals, Inc. | 844 | $46.6K | 0.01% | −6−0.7% | Reduced |
| Bruce G. Allen Investments, LLC | 886 | $48.9K | 0.04% | 00.0% | Unchanged |
| WPG Advisers, LLC | 911 | $50.3K | 0.05% | +911 | New |
| EverSource Wealth Advisors, LLC | 979 | $54.1K | 0.00% | +97+11.0% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1,049 | $57.9K | 0.00% | −10−0.9% | Reduced |
| Spurstone Advisory Services, LLC | 1,104 | $61.0K | 1.16% | +1,104 | New |
| Hilltop National Bank | 1,107 | $61.1K | 0.02% | −119−9.7% | Reduced |
| Umb Bank N A | 1,119 | $61.8K | 0.00% | +524+88.1% | Added |
| Caitong International Asset Management Co., Ltd | 1,131 | $62.5K | 0.06% | +1,131 | New |
| Skopos Labs, Inc. | 1,143 | $63.1K | 0.02% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 1,178 | $65.0K | 0.00% | −220−15.7% | Reduced |
| Quarry LP | 1,183 | $65.3K | 0.01% | +141+13.5% | Added |
| Bayforest Capital Ltd | 1,237 | $68.3K | 0.09% | +1,237 | New |
| Union Savings Bank | 1,258 | $69.5K | 0.03% | 00.0% | Unchanged |
| Aster Capital Management (DIFC) Ltd | 1,264 | $69.8K | 0.03% | +1,114+742.7% | Added |
| Global Retirement Partners, LLC | 1,291 | $71.3K | 0.00% | −2−0.2% | Reduced |