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 |
|---|---|---|---|---|---|
| RSM US Wealth Management LLC | 8,977 | $492.7K | 0.01% | −2,489−21.7% | Reduced |
| Evergreen Capital Management LLC | 9,012 | $497.6K | 0.02% | +606+7.2% | Added |
| Panagora Asset Management Inc | 9,099 | $502.4K | 0.00% | +1,335+17.2% | Added |
| O'Shaughnessy Asset Management, LLC | 9,137 | $504.5K | 0.00% | +1,316+16.8% | Added |
| Lecap Asset Management Ltd | 9,161 | $505.9K | 0.14% | +9,161 | New |
| Utah Retirement Systems | 9,173 | $506.5K | 0.01% | 00.0% | Unchanged |
| Simplex Trading, LLC | 9,287 | $512.0K | 0.01% | +2,537+37.6% | Added |
| Teza Capital Management LLC | 9,352 | $516.4K | 0.08% | +9,352 | New |
| Circle Wealth Management, LLC | 9,569 | $528.4K | 0.01% | −2,894−23.2% | Reduced |
| NorthRock Partners, LLC | 9,605 | $530.4K | 0.02% | +567+6.3% | Added |
| Maryland State Retirement & Pension System | 9,740 | $537.8K | 0.01% | 00.0% | Unchanged |
| Crossmark Global Holdings, Inc. | 9,803 | $541.0K | 0.01% | +62+0.6% | Added |
| Profund Advisors LLC | 9,865 | $544.7K | 0.02% | +1,161+13.3% | Added |
| Shell Asset Management Co | 9,969 | $550.0K | 0.02% | −12−0.1% | Reduced |
| First Foundation Advisors | 10,053 | $555.1K | 0.02% | −27,819−73.5% | Reduced |
| Douglass Winthrop Advisors, LLC | 10,200 | $563.2K | 0.01% | −100−1.0% | Reduced |
| Inceptionr LLC | 10,459 | $577.5K | 0.13% | +10,459 | New |
| 111 Capital | 10,467 | $578.0K | 0.12% | +10,467 | New |
| Wolverine Trading, LLC | 10,655 | $584.7K | 0.01% | +37+0.3% | Added |
| Fourthstone LLC | 10,800 | $596.4K | 0.12% | −71,300−86.8% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 10,864 | $599.9K | 0.00% | +1,459+15.5% | Added |
| Founders Capital Management, LLC | 11,079 | $611.8K | 0.11% | 00.0% | Unchanged |
| United Services Automobile Association | 11,364 | $627.5K | 0.02% | 00.0% | Unchanged |
| Quantinno Capital Management LP | 11,368 | $627.8K | 0.01% | +2,484+28.0% | Added |
| Kestra Advisory Services, LLC | 11,403 | $629.7K | 0.00% | −357−3.0% | Reduced |
| Atria Wealth Solutions, Inc. | 11,570 | $638.9K | 0.01% | −8−0.1% | Reduced |
| Cornercap Investment Counsel Inc | 12,018 | $663.6K | 0.21% | 00.0% | Unchanged |
| First Hawaiian Bank | 12,516 | $691.1K | 0.02% | 00.0% | Unchanged |
| NJ State Employees Deferred Compensation Plan | 12,558 | $693.5K | 0.08% | 00.0% | Unchanged |
| Latitude Advisors, LLC | 12,636 | $697.8K | 0.39% | 00.0% | Unchanged |
| Securian Asset Management, Inc | 12,958 | $715.5K | 0.02% | −372−2.8% | Reduced |
| Arkadios Wealth Advisors | 13,872 | $766.0K | 0.04% | −66,655−82.8% | Reduced |
| Hennessy Advisors Inc | 14,000 | $773.1K | 0.02% | −3,000−17.6% | Reduced |
| Brevan Howard Capital Management LP | 14,587 | $805.5K | 0.02% | −2,047−12.3% | Reduced |
| BCGM Wealth Management, LLC | 14,761 | $815.1K | 0.26% | −1,332−8.3% | Reduced |
| Sutton Place Investors LLC | 14,899 | $822.7K | 0.48% | +5,529+59.0% | Added |
| Bayesian Capital Management, LP | 15,000 | $828.3K | 0.10% | +15,000 | New |
| Mariner, LLC | 15,018 | $829.3K | 0.00% | +30.0% | Added |
| CIBC World Markets Inc. | 15,100 | $834.0K | 0.00% | −9,000−37.3% | Reduced |
| Illinois Municipal Retirement Fund | 15,147 | $836.4K | 0.01% | 00.0% | Unchanged |
| Houlihan Financial Resource Group, Ltd. | 15,575 | $860.0K | 0.37% | 00.0% | Unchanged |
| Neuberger Berman Group LLC | 16,252 | $897.4K | 0.00% | −336−2.0% | Reduced |
| Resources Management Corp | 16,820 | $929.0K | 0.13% | −250−1.5% | Reduced |
| Cobblestone Capital Advisors LLC | 17,036 | $940.7K | 0.05% | −80.0% | Reduced |
| Point72 (DIFC) Ltd | 17,177 | $948.5K | 0.09% | +10,490+156.9% | Added |
| Fox Run Management, L.L.C. | 17,218 | $950.8K | 0.17% | +17,218 | New |
| Amundi | 17,224 | $952.0K | 0.00% | −9,378−35.3% | Reduced |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 18,000 | $994.0K | 0.44% | 00.0% | Unchanged |
| Commerce Bank | 18,607 | $1.03M | 0.01% | −410−2.2% | Reduced |
| Lazard Asset Management LLC | 18,647 | $1.03M | 0.00% | +4,755+34.2% | Added |
| Public Employees Retirement Association of Colorado | 18,650 | $1.03M | 0.00% | 00.0% | Unchanged |
| Guggenheim Capital LLC | 18,688 | $1.03M | 0.01% | −943−4.8% | Reduced |
| Engineers Gate Manager LP | 19,346 | $1.07M | 0.02% | −13,795−41.6% | Reduced |
| State of Alaska, Department of Revenue | 19,539 | $1.08M | 0.01% | −475−2.4% | Reduced |
| Toroso Investments, LLC | 19,609 | $1.08M | 0.01% | −11,990−37.9% | Reduced |
| Xponance, Inc. | 19,773 | $1.09M | 0.01% | +1,333+7.2% | Added |
| Ieq Capital, LLC | 19,798 | $1.09M | 0.01% | +19,798 | New |
| Essex Financial Services, Inc. | 20,004 | $1.10M | 0.08% | +49+0.2% | Added |
| Federated Hermes, Inc. | 20,116 | $1.11M | 0.00% | −538−2.6% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 20,168 | $1.11M | 0.15% | −172−0.8% | Reduced |
| Private Advisor Group, LLC | 20,268 | $1.12M | 0.01% | +4,498+28.5% | Added |
| The PNC Financial Services Group, Inc. | 20,331 | $1.12M | 0.00% | +143+0.7% | Added |
| Atria Investments LLC | 20,664 | $1.14M | 0.01% | −443−2.1% | Reduced |
| Voya Investment Management LLC | 20,730 | $1.14M | 0.00% | −1,475−6.6% | Reduced |
| Sanctuary Advisors, LLC | 19,336 | $1.16M | 0.01% | +178+0.9% | Added |
| Quest Partners LLC | 21,259 | $1.17M | 0.16% | +2,192+11.5% | Added |
| Cetera Investment Advisers | 21,299 | $1.18M | 0.00% | +259+1.2% | Added |
| Tower Research Capital LLC (TRC) | 21,365 | $1.18M | 0.02% | +11,433+115.1% | Added |
| Mercer Global Advisors Inc | 21,596 | $1.19M | 0.00% | +21,596 | New |
| JustInvest LLC | 22,599 | $1.25M | 0.02% | +2,889+14.7% | Added |
| Nomura Holdings Inc | 22,744 | $1.26M | 0.01% | +22,744 | New |
| LRI Investments, LLC | 23,033 | $1.27M | 0.12% | 00.0% | Unchanged |
| Pictet Asset Management Holding SA | 23,494 | $1.30M | 0.00% | +933+4.1% | Added |
| Bridgeway Capital Management, LLC | 23,900 | $1.32M | 0.03% | 00.0% | Unchanged |
| PEAK6 LLC | 24,303 | $1.34M | 0.05% | +24,303 | New |
| Dynamic Technology Lab Private Ltd | 25,243 | $1.39M | 0.22% | +25,243 | New |
| Pacer Advisors, Inc. | 25,553 | $1.41M | 0.00% | +482+1.9% | Added |
| SeaCrest Wealth Management, LLC | 25,736 | $1.42M | 0.15% | −105−0.4% | Reduced |
| Canada Pension Plan Investment Board | 26,500 | $1.46M | 0.00% | +26,500 | New |
| CI Private Wealth, LLC | 26,834 | $1.48M | 0.00% | −3,337−11.1% | Reduced |
| Trust Investment Advisors | 26,999 | $1.49M | 0.95% | +3,020+12.6% | Added |
| Federation des caisses Desjardins du Quebec | 27,593 | $1.52M | 0.01% | −2,260−7.6% | Reduced |
| Nisa Investment Advisors, LLC | 28,343 | $1.57M | 0.01% | 00.0% | Unchanged |
| Qsemble Capital Management, LP | 28,402 | $1.57M | 0.21% | +14,580+105.5% | Added |
| Brinker Capital Investments, LLC | 28,576 | $1.58M | 0.02% | −517−1.8% | Reduced |
| Orion Portfolio Solutions, LLC | 28,576 | $1.58M | 0.02% | −517−1.8% | Reduced |
| Point72 Hong Kong Ltd | 28,671 | $1.58M | 0.10% | +28,671 | New |
| John G Ullman & Associates Inc | 28,700 | $1.58M | 0.23% | −1,400−4.7% | Reduced |
| Renaissance Technologies LLC | 28,735 | $1.59M | 0.00% | +28,735 | New |
| Fifth Third Bancorp | 30,272 | $1.67M | 0.01% | −12,377−29.0% | Reduced |
| HighTower Advisors, LLC | 32,155 | $1.78M | 0.00% | +177+0.6% | Added |
| Victory Capital Management Inc | 32,372 | $1.79M | 0.00% | −547−1.7% | Reduced |
| Kahn Brothers Group Inc | 32,496 | $1.79M | 0.39% | +11,059+51.6% | Added |
| Gabelli Funds LLC | 33,600 | $1.86M | 0.01% | −107,300−76.2% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 33,800 | $1.87M | 0.12% | +4,279+14.5% | Added |
| Bard Financial Services, Inc. | 34,050 | $1.88M | 0.23% | −625−1.8% | Reduced |
| STRS Ohio | 34,138 | $1.89M | 0.01% | −345−1.0% | Reduced |
| Oppenheimer Asset Management Inc. | 34,140 | $1.89M | 0.02% | −787−2.3% | Reduced |
| KLP Kapitalforvaltning AS | 34,700 | $1.92M | 0.01% | +34,700 | New |
| Mirae Asset Global ETFs Holdings Ltd. | 34,828 | $1.92M | 0.00% | +2,580+8.0% | Added |