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 |
|---|---|---|---|---|---|
| Medallion Wealth Advisors, LLC | 525 | $28.4K | 0.01% | +525 | New |
| Farther Finance Advisors, LLC | 484 | $26.7K | 0.00% | +97+25.1% | Added |
| Trust Co of Vermont | 467 | $25.8K | 0.00% | 00.0% | Unchanged |
| Skandinaviska Enskilda Banken AB (publ) | 469 | $25.7K | 0.00% | +469 | New |
| Community Bank, N.A. | 463 | $25.6K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 441 | $24.4K | 0.00% | +337+324.0% | Added |
| Ethos Financial Group, LLC | 406 | $22.4K | 0.00% | +406 | New |
| Bangor Savings Bank | 400 | $22.1K | 0.00% | −200−33.3% | Reduced |
| J.Safra Asset Management Corp | 397 | $21.8K | 0.00% | +112+39.3% | Added |
| Washington Trust Advisors, Inc. | 386 | $21.3K | 0.00% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 381 | $21.0K | 0.00% | +381 | New |
| Bessemer Group Inc | 386 | $21.0K | 0.00% | +197+104.2% | Added |
| Versant Capital Management, Inc | 378 | $20.9K | 0.00% | +186+96.9% | Added |
| Wolff Wiese Magana LLC | 361 | $19.9K | 0.01% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 343 | $18.9K | 0.00% | +71+26.1% | Added |
| Spire Wealth Management | 339 | $18.7K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 333 | $18.4K | 0.00% | −3,643−91.6% | Reduced |
| Mainstream Capital Management LLC | 319 | $17.6K | 0.01% | +319 | New |
| Central Trust Co | 293 | $16.2K | 0.00% | 00.0% | Unchanged |
| Silicon Valley Capital Partners | 286 | $15.8K | 0.00% | +2+0.7% | Added |
| Mather Group, LLC. | 267 | $14.7K | 0.00% | +215+413.5% | Added |
| Parkside Financial Bank & Trust | 260 | $14.4K | 0.00% | +9+3.6% | Added |
| Compass Wealth Management LLC | 259 | $14.3K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 257 | $14.2K | 0.01% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 250 | $13.8K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 225 | $12.4K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 200 | $11.0K | 0.00% | +83+70.9% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 173 | $9.60K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 174 | $9.00K | 0.00% | +47+37.0% | Added |
| JFS Wealth Advisors, LLC | 155 | $8.56K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 140 | $7.73K | 0.00% | 00.0% | Unchanged |
| PFS Partners, LLC | 138 | $7.62K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 127 | $7.01K | 0.00% | +27+27.0% | Added |
| New England Capital Financial Advisors LLC | 122 | $6.74K | 0.00% | +1+0.8% | Added |
| Whipplewood Advisors, LLC | 106 | $5.85K | 0.00% | +106 | New |
| Clearstead Advisors, LLC | 104 | $5.74K | 0.00% | +17+19.5% | Added |
| Sachetta, LLC | 100 | $5.52K | 0.00% | −37−27.0% | Reduced |
| Caitlin John, LLC | 96 | $5.30K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 94 | $5.19K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 89 | $4.92K | 0.00% | −80−47.3% | Reduced |
| High Note Wealth, LLC | 85 | $4.69K | 0.00% | +85 | New |
| Capital Analysts, LLC | 68 | $4.00K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 70 | $3.87K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 69 | $3.83K | 0.00% | −2,006−96.7% | Reduced |
| Avion Wealth | 57 | $3.00K | 0.00% | +9+18.8% | Added |
| Sierra Ocean, LLC | 37 | $2.04K | 0.00% | +37 | New |
| GW&K Investment Management, LLC | 44 | $2.00K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 33 | $1.82K | 0.00% | −1−2.9% | Reduced |
| SJS Investment Consulting Inc. | 31 | $1.71K | 0.00% | −3−8.8% | Reduced |
| Iron Horse Wealth Management, LLC | 26 | $1.44K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 26 | $1.44K | 0.00% | +26 | New |
| Spectrum Wealth Counsel, LLC | 25 | $1.38K | 0.00% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 25 | $1.38K | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 25 | $1.34K | 0.00% | +25 | New |
| Rothschild Investment LLC | 15 | $828 | 0.00% | +5+50.0% | Added |
| Continuum Advisory, LLC | 11 | $607 | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 10 | $552 | 0.00% | −29−74.4% | Reduced |
| Global Financial Private Client, LLC | 10 | $552 | 0.00% | +10 | New |
| Larson Financial Group LLC | 9 | $497 | 0.00% | +3+50.0% | Added |
| Synergy Financial Management, LLC | 9 | $419 | 0.00% | +9 | New |
| NewSquare Capital LLC | 6 | $331 | 0.00% | +6 | New |
| WealthTrak Capital Management LLC | 5 | $277 | 0.00% | +5 | New |
| CoreCap Advisors, LLC | 5 | $276 | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 5 | $276 | 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 |
| MV Capital Management, Inc. | 3 | $166 | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 2 | $110 | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 1 | $77 | 0.01% | −1,267−99.9% | Reduced |
| Capital Advisors, Ltd. LLC | 7 | $0 | 0.00% | 00.0% | Unchanged |
| Kodai Capital Management LP | 0 | $0 | 0.00% | −489,960−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −92,527−100.0% | Sold out |
| Bank of Nova Scotia | 0 | $0 | 0.00% | −69,861−100.0% | Sold out |
| Two Sigma Investments, LP | 0 | $0 | 0.00% | −54,003−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −53,312−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −41,975−100.0% | Sold out |
| Seven Eight Capital, LP | 0 | $0 | 0.00% | −36,935−100.0% | Sold out |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −34,489−100.0% | Sold out |
| Royce & Associates LP | 0 | $0 | 0.00% | −28,000−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −24,500−100.0% | Sold out |
| Entropy Technologies, LP | 0 | $0 | 0.00% | −21,600−100.0% | Sold out |
| Edgestream Partners, L.P. | 0 | $0 | 0.00% | −15,434−100.0% | Sold out |
| Scientech Research LLC | 0 | $0 | 0.00% | −10,876−100.0% | Sold out |
| Cresset Asset Management, LLC | 0 | $0 | 0.00% | −10,230−100.0% | Sold out |
| Beacon Pointe Advisors, LLC | 0 | $0 | 0.00% | −8,783−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −6,673−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −6,542−100.0% | Sold out |
| Ontario Teachers Pension Plan Board | 0 | $0 | 0.00% | −6,455−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −6,137−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −5,803−100.0% | Sold out |
| Omers Administration Corp | 0 | $0 | 0.00% | −5,600−100.0% | Sold out |
| Modera Wealth Management, LLC | 0 | $0 | 0.00% | −5,581−100.0% | Sold out |
| Emerald Mutual Fund Advisers Trust | 0 | $0 | 0.00% | −5,279−100.0% | Sold out |
| Sigma Planning Corp | 0 | $0 | 0.00% | −5,029−100.0% | Sold out |
| Innealta Capital, LLC | 0 | $0 | 0.00% | −4,923−100.0% | Sold out |
| Walleye Trading LLC | 0 | $0 | 0.00% | −3,612−100.0% | Sold out |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0 | $0 | 0.00% | −3,096−100.0% | Sold out |
| Storebrand Asset Management AS | 0 | $0 | 0.00% | −1,295−100.0% | Sold out |
| Wolverine Asset Management LLC | 0 | $0 | 0.00% | −782−100.0% | Sold out |