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 |
|---|---|---|---|---|---|
| Shelton Capital Management | 6,470 | $357.3K | 0.01% | −310−4.6% | Reduced |
| Journey Strategic Wealth LLC | 6,451 | $356.2K | 0.01% | 00.0% | Unchanged |
| Atom Investors LP | 6,114 | $337.6K | 0.04% | +6,114 | New |
| First Eagle Investment Management, LLC | 6,102 | $337.0K | 0.00% | +6,102 | New |
| Trust Point Inc. | 5,983 | $330.4K | 0.02% | +5,983 | New |
| Paragon Capital Management Ltd | 5,964 | $329.4K | 0.07% | −100−1.6% | Reduced |
| Greenleaf Trust | 5,930 | $327.5K | 0.00% | +134+2.3% | Added |
| Cambridge Investment Research Advisors, Inc. | 5,917 | $327.0K | 0.00% | −715−10.8% | Reduced |
| Kovitz Investment Group Partners, LLC | 5,912 | $326.5K | 0.00% | +186+3.2% | Added |
| Forum Financial Management, LP | 5,862 | $323.7K | 0.01% | +1,388+31.0% | Added |
| Beverly Hills Private Wealth, LLC | 5,796 | $320.0K | 0.06% | −669−10.3% | Reduced |
| Bradley Foster & Sargent Inc | 5,791 | $319.8K | 0.01% | −1,269−18.0% | Reduced |
| EP Wealth Advisors, LLC | 5,733 | $316.6K | 0.00% | +512+9.8% | Added |
| HB Wealth Management, LLC | 5,718 | $315.8K | 0.00% | +5,718 | New |
| First Manhattan Co | 5,718 | $315.8K | 0.00% | −3,085−35.0% | Reduced |
| Bleakley Financial Group, LLC | 5,666 | $312.9K | 0.01% | +78+1.4% | Added |
| Ethic Inc. | 5,463 | $301.7K | 0.01% | −370−6.3% | Reduced |
| Blair William & Co | 5,398 | $298.1K | 0.00% | 00.0% | Unchanged |
| Brookstone Capital Management | 5,396 | $298.0K | 0.00% | +5,396 | New |
| CIBC Asset Management Inc | 5,261 | $290.5K | 0.00% | +274+5.5% | Added |
| Sky Investment Group LLC | 5,186 | $286.4K | 0.05% | 00.0% | Unchanged |
| CenterStar Asset Management, LLC | 5,174 | $285.7K | 0.63% | +5,174 | New |
| Readystate Asset Management LP | 5,125 | $283.0K | 0.01% | +5,125 | New |
| Firestone Capital Management | 5,093 | $281.2K | 0.07% | 00.0% | Unchanged |
| Clearbridge Investments, LLC | 5,010 | $276.7K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 5,001 | $276.1K | 0.00% | +3,832+327.8% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 4,941 | $272.8K | 0.00% | −4,855−49.6% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 4,870 | $268.9K | 0.01% | +4,870 | New |
| Penbrook Management LLC | 4,830 | $266.7K | 0.18% | +200+4.3% | Added |
| Legacy Wealth Management, LLC | 4,795 | $264.8K | 0.11% | −1,180−19.7% | Reduced |
| Everence Capital Management Inc | 4,570 | $252.0K | 0.02% | +4,570 | New |
| PFG Investments, LLC | 4,520 | $249.6K | 0.02% | +116+2.6% | Added |
| William Blair Investment Management, LLC | 4,500 | $248.5K | 0.00% | −1,101−19.7% | Reduced |
| Park Avenue Securities LLC | 4,451 | $246.0K | 0.00% | +4,451 | New |
| Perigon Wealth Management, LLC | 4,116 | $238.5K | 0.01% | +4,116 | New |
| Benin Management CORP | 4,300 | $237.4K | 0.07% | 00.0% | Unchanged |
| Applied Finance Capital Management, LLC | 4,238 | $234.0K | 0.01% | +4,238 | New |
| Point72 Asia (Singapore) Pte. Ltd. | 4,220 | $233.0K | 0.06% | −2,435−36.6% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 4,218 | $232.9K | 0.01% | +4,218 | New |
| Venturi Wealth Management, LLC | 4,216 | $232.8K | 0.01% | +4,053+2,486.5% | Added |
| Wetzel Investment Advisors, Inc. | 4,200 | $231.9K | 0.12% | +4,200 | New |
| Beck Mack & Oliver LLC | 4,091 | $225.9K | 0.00% | +4,091 | New |
| Avantax Advisory Services, Inc. | 4,078 | $225.2K | 0.00% | +4,078 | New |
| SlateStone Wealth, LLC | 4,039 | $223.0K | 0.02% | +4,039 | New |
| ISAM Funds (UK) Ltd | 4,012 | $221.5K | 0.16% | +4,012 | New |
| Great Lakes Advisors, LLC | 3,980 | $219.8K | 0.00% | −740−15.7% | Reduced |
| Platform Technology Partners | 3,900 | $215.4K | 0.07% | +3,900 | New |
| Venture Visionary Partners LLC | 3,864 | $213.4K | 0.01% | +3,864 | New |
| Integrated Wealth Concepts LLC | 3,801 | $209.9K | 0.00% | +3,801 | New |
| NBT Bank N A | 3,753 | $207.2K | 0.01% | +10.0% | Added |
| Canandaigua National Bank & Trust Co | 3,738 | $206.4K | 0.02% | +3,738 | New |
| Walleye Capital LLC | 3,586 | $198.0K | 0.00% | −13,083−78.5% | Reduced |
| Advisors Asset Management, Inc. | 3,572 | $197.2K | 0.00% | +3,572 | New |
| Northwestern Mutual Wealth Management Co | 3,511 | $193.9K | 0.00% | +463+15.2% | Added |
| Central Pacific Bank - Trust Division | 3,322 | $183.4K | 0.02% | +530+19.0% | Added |
| Steward Partners Investment Advisory, LLC | 3,220 | $177.8K | 0.00% | −19−0.6% | Reduced |
| Proequities, Inc. | 2,740 | $162.5K | 0.01% | −377−12.1% | Reduced |
| HighMark Wealth Management LLC | 2,801 | $154.7K | 0.09% | +19+0.7% | Added |
| Ci Investments Inc. | 2,656 | $147.0K | 0.00% | −53−2.0% | Reduced |
| South Dakota Investment Council | 2,649 | $146.0K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 2,499 | $138.0K | 0.00% | −112−4.3% | Reduced |
| Hartford Financial Management Inc. | 2,164 | $119.5K | 0.02% | −67−3.0% | Reduced |
| Smartleaf Asset Management LLC | 2,102 | $115.4K | 0.01% | +674+47.2% | Added |
| Covestor Ltd | 2,047 | $113.0K | 0.07% | +152+8.0% | Added |
| GAMMA Investing LLC | 2,045 | $112.9K | 0.01% | +264+14.8% | Added |
| SG Americas Securities, LLC | 1,961 | $108.0K | 0.00% | −3,092−61.2% | Reduced |
| Grove Bank & Trust | 1,901 | $105.0K | 0.01% | +1,901 | New |
| Washington Trust Co | 1,569 | $86.7K | 0.00% | −4−0.3% | Reduced |
| Quadrant Capital Group LLC | 1,526 | $84.3K | 0.01% | −55−3.5% | Reduced |
| Nomura Asset Management Co Ltd | 1,410 | $77.9K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 1,300 | $71.8K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 1,291 | $71.3K | 0.00% | −2−0.2% | Reduced |
| Aster Capital Management (DIFC) Ltd | 1,264 | $69.8K | 0.03% | +1,114+742.7% | Added |
| Union Savings Bank | 1,258 | $69.5K | 0.03% | 00.0% | Unchanged |
| Bayforest Capital Ltd | 1,237 | $68.3K | 0.09% | +1,237 | New |
| Quarry LP | 1,183 | $65.3K | 0.01% | +141+13.5% | Added |
| First Horizon Advisors, Inc. | 1,178 | $65.0K | 0.00% | −220−15.7% | Reduced |
| Skopos Labs, Inc. | 1,143 | $63.1K | 0.02% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 1,131 | $62.5K | 0.06% | +1,131 | New |
| Umb Bank N A | 1,119 | $61.8K | 0.00% | +524+88.1% | Added |
| Hilltop National Bank | 1,107 | $61.1K | 0.02% | −119−9.7% | Reduced |
| Spurstone Advisory Services, LLC | 1,104 | $61.0K | 1.16% | +1,104 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1,049 | $57.9K | 0.00% | −10−0.9% | Reduced |
| EverSource Wealth Advisors, LLC | 979 | $54.1K | 0.00% | +97+11.0% | Added |
| WPG Advisers, LLC | 911 | $50.3K | 0.05% | +911 | New |
| Bruce G. Allen Investments, LLC | 886 | $48.9K | 0.04% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 844 | $46.6K | 0.01% | −6−0.7% | Reduced |
| R Squared Ltd | 770 | $42.5K | 0.04% | +770 | New |
| Principal Securities, Inc. | 764 | $42.2K | 0.00% | +165+27.5% | Added |
| Jones Financial Companies LLLP | 738 | $40.8K | 0.00% | −126−14.6% | Reduced |
| Allworth Financial LP | 655 | $38.8K | 0.00% | +43+7.0% | Added |
| Armstrong Advisory Group, Inc | 682 | $37.7K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 625 | $34.5K | 0.00% | +17+2.8% | Added |
| Lindbrook Capital, LLC | 619 | $34.2K | 0.00% | −35−5.4% | Reduced |
| Geneos Wealth Management Inc. | 610 | $33.7K | 0.00% | +21+3.6% | Added |
| Quent Capital, LLC | 602 | $33.2K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 585 | $32.0K | 0.00% | −136−18.9% | Reduced |
| Rise Advisors, LLC | 577 | $31.9K | 0.02% | +4+0.7% | Added |
| Headlands Technologies LLC | 575 | $31.8K | 0.00% | +575 | New |
| V-Square Quantitative Management LLC | 572 | $31.6K | 0.00% | 00.0% | Unchanged |