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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, Q1 2025

Institutional positions in Webster Financial Corp as of Mar 31, 2025. 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
492
+24 vs. Q4 2024
Shares held
148.9M
−2.75M (−1.8%) vs. Q4 2024
Total value
$7.67B
−$702.7M (−8.4%) vs. Q4 2024
New holders
69
187 more added
Sold out
45
155 more reduced

3 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 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.

Institutional holdersQ1 2025: 492 institutions
Q1 2021: 299 institutionsQ2 2021: 295 institutionsQ3 2021: 292 institutionsQ4 2021: 313 institutionsQ1 2022: 449 institutionsQ2 2022: 441 institutionsQ3 2022: 430 institutionsQ4 2022: 461 institutionsQ1 2023: 458 institutionsQ2 2023: 438 institutionsQ3 2023: 444 institutionsQ4 2023: 479 institutionsQ1 2024: 469 institutionsQ2 2024: 456 institutionsQ3 2024: 439 institutionsQ4 2024: 471 institutionsQ1 2025: 492 institutionsQ2 2025: 498 institutionsQ3 2025: 515 institutionsQ4 2025: 538 institutionsQ1 2026: 541 institutionsQ2 2026: 542 institutions
Value heldQ1 2025: $7.67B
Q1 2021: $4.40BQ2 2021: $4.43BQ3 2021: $4.74BQ4 2021: $4.89BQ1 2022: $8.60BQ2 2022: $6.37BQ3 2022: $6.84BQ4 2022: $7.12BQ1 2023: $5.96BQ2 2023: $5.72BQ3 2023: $6.02BQ4 2023: $7.55BQ1 2024: $7.59BQ2 2024: $6.40BQ3 2024: $6.93BQ4 2024: $8.40BQ1 2025: $7.67BQ2 2025: $8.19BQ3 2025: $8.72BQ4 2025: $9.14BQ1 2026: $10.2BQ2 2026: $11.9B
Institutions holding WBS and their total value by quarter
QuarterHoldersValue
Q2 2026542$11.9B
Q1 2026541$10.2B
Q4 2025538$9.14B
Q3 2025515$8.72B
Q2 2025498$8.19B
Q1 2025492$7.67B
Q4 2024471$8.40B
Q3 2024439$6.93B
Q2 2024456$6.40B
Q1 2024469$7.59B
Q4 2023479$7.55B
Q3 2023444$6.02B
Q2 2023438$5.72B
Q1 2023458$5.96B
Q4 2022461$7.12B
Q3 2022430$6.84B
Q2 2022441$6.37B
Q1 2022449$8.60B
Q4 2021313$4.89B
Q3 2021292$4.74B
Q2 2021295$4.43B
Q1 2021299$4.40B

Institutions, Q1 2025

Shares, value and share of portfolio for each institution holding Webster Financial Corp; share changes are against Q4 2024.

Institutions holding WBS in Q1 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Capital Advisors, Ltd. LLC7$00.00%00.0%Unchanged
PenderFund Capital Management Ltd.5,578$490.00%+215+4.0%Added
Clear Street Markets LLC1$520.00%+1New
PSI Advisors, LLC2$1030.00%00.0%Unchanged
Perkins Coie Trust Co3$1540.00%+3New
HFM Investment Advisors, LLC4$2070.00%+4New
Bay Harbor Wealth Management, LLC5$2570.00%+5New
SBI Securities Co., Ltd.5$2580.00%+1+25.0%Added
MV Capital Management, Inc.5$2580.00%+2+66.7%Added
Parkworth Wealth Management, Inc.6$3090.00%+2+50.0%Added
Greenline Partners, LLC6$3090.00%+6New
Principia Wealth Advisory, LLC10$4670.00%+6+150.0%Added
AdvisorNet Financial, Inc10$5160.00%00.0%Unchanged
Bogart Wealth, LLC10$5160.00%+10New
Cromwell Holdings LLC12$6190.00%+12New
American Capital Advisory, LLC12$6190.00%+12New
CVA Family Office, LLC13$6700.00%+13New
CoreCap Advisors, LLC15$7730.00%+10+200.0%Added
WealthTrak Capital Management LLC15$7740.00%+10+200.0%Added
Larson Financial Group LLC19$9790.00%+10+111.1%Added
Bare Financial Services, Inc19$9790.00%+19New
Rothschild Investment LLC20$1.03K0.00%+5+33.3%Added
IFP Advisors, Inc21$1.08K0.00%−48−69.6%Reduced
First Pacific Financial21$1.08K0.00%+21New
Spectrum Wealth Counsel, LLC25$1.29K0.00%00.0%Unchanged
Bokf, NA25$1.29K0.00%00.0%Unchanged
Iron Horse Wealth Management, LLC26$1.34K0.00%00.0%Unchanged
MAI Capital Management26$1.34K0.00%00.0%Unchanged
Hager Investment Management Services, LLC29$1.50K0.00%+29New
Hughes Financial Services, LLC30$1.52K0.00%+30New
South State Corp.30$1.55K0.00%+30New
SJS Investment Consulting Inc.31$1.60K0.00%00.0%Unchanged
Wealth Preservation Advisors, LLC32$1.65K0.00%+32New
Global Financial Private Client, LLC35$1.80K0.00%+25+250.0%Added
DiNuzzo Private Wealth, Inc.35$1.80K0.00%+2+6.1%Added
Sierra Ocean, LLC37$1.91K0.00%00.0%Unchanged
GW&K Investment Management, LLC44$2.00K0.00%00.0%Unchanged
Atlantic Trust, LLC40$2.06K0.00%+40New
Creative Financial Designs Inc48$2.47K0.00%−285−85.6%Reduced
Rialto Wealth Management, LLC53$2.73K0.00%+53New
Avion Wealth57$3.00K0.00%00.0%Unchanged
Highline Wealth Partners LLC59$3.04K0.00%+59New
Activest Wealth Management73$3.76K0.00%+73New
Capital Analysts, LLC68$4.00K0.00%00.0%Unchanged
Binnacle Investments Inc82$4.23K0.00%+82New
High Note Wealth, LLC85$4.38K0.00%00.0%Unchanged
Private Trust Co NA94$4.85K0.00%00.0%Unchanged
Sachetta, LLC100$5.16K0.00%00.0%Unchanged
Whipplewood Advisors, LLC54$5.46K0.00%−52−49.1%Reduced
Washington Trust Advisors, Inc.111$5.72K0.00%−275−71.2%Reduced
New England Capital Financial Advisors LLC123$6.34K0.00%+1+0.8%Added
Bell Investment Advisors, Inc127$6.55K0.00%00.0%Unchanged
Marshall & Sterling Wealth Advisors Inc.128$6.60K0.00%+128New
Farmers & Merchants Investments Inc129$6.65K0.00%+59+84.3%Added
PFS Partners, LLC138$7.11K0.00%00.0%Unchanged
Prestige Wealth Management Group LLC140$7.22K0.00%00.0%Unchanged
Central Trust Co143$7.37K0.00%−150−51.2%Reduced
Huntington National Bank146$7.53K0.00%−295−66.9%Reduced
JFS Wealth Advisors, LLC158$8.14K0.00%+3+1.9%Added
NewSquare Capital LLC188$9.69K0.00%+182+3,033.3%Added
Hexagon Capital Partners LLC201$10.4K0.00%+1+0.5%Added
Hemington Wealth Management217$11.0K0.00%+43+24.7%Added
Private Wealth Management Group, LLC225$11.6K0.00%00.0%Unchanged
Farther Finance Advisors, LLC243$12.3K0.00%−241−49.8%Reduced
Red Tortoise LLC257$13.2K0.01%00.0%Unchanged
Harbour Investments, Inc.258$13.3K0.00%+8+3.2%Added
Compass Wealth Management LLC259$13.4K0.00%00.0%Unchanged
Mather Group, LLC.267$13.8K0.00%00.0%Unchanged
Covestor Ltd276$14.0K0.01%−1,771−86.5%Reduced
Silicon Valley Capital Partners288$14.7K0.00%+2+0.7%Added
Clearstead Advisors, LLC292$15.1K0.00%+188+180.8%Added
CIBC Private Wealth Group, LLC394$16.5K0.00%+305+342.7%Added
Spire Wealth Management339$17.5K0.00%00.0%Unchanged
Thurston, Springer, Miller, Herd & Titak, Inc.358$18.5K0.00%+333+1,332.0%Added
Wolff Wiese Magana LLC361$18.6K0.01%00.0%Unchanged
Rise Advisors, LLC400$20.6K0.01%−177−30.7%Reduced
Bangor Savings Bank400$20.6K0.00%00.0%Unchanged
Curat Global, LLC425$21.9K0.03%+425New
Massmutual Trust Co FSB444$22.9K0.00%+101+29.4%Added
Community Bank, N.A.463$23.9K0.00%00.0%Unchanged
Trust Co of Vermont467$24.1K0.00%00.0%Unchanged
WPG Advisers, LLC469$24.2K0.02%−442−48.5%Reduced
Picton Mahoney Asset Management489$25.0K0.00%+489New
Medallion Wealth Advisors, LLC525$26.8K0.01%00.0%Unchanged
Parkside Financial Bank & Trust531$27.4K0.00%+271+104.2%Added
V-Square Quantitative Management LLC572$29.5K0.00%00.0%Unchanged
J.Safra Asset Management Corp576$29.7K0.00%+179+45.1%Added
Point72 Hong Kong Ltd599$30.9K0.00%−28,072−97.9%Reduced
Hantz Financial Services, Inc.598$31.0K0.00%+13+2.2%Added
Quent Capital, LLC606$31.2K0.00%+4+0.7%Added
True Wealth Design, LLC618$31.9K0.01%+618New
Washington Trust Co629$32.4K0.00%−940−59.9%Reduced
Cullen/Frost Bankers, Inc.700$36.1K0.00%−600−46.2%Reduced
Jones Financial Companies LLLP736$37.6K0.00%−2−0.3%Reduced
Armstrong Advisory Group, Inc682$37.7K0.00%00.0%Unchanged
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.739$38.1K0.00%+566+327.2%Added
Financial Management Professionals, Inc.778$40.1K0.01%−66−7.8%Reduced
Johnson Financial Group, Inc.787$40.6K0.00%+787New
Principal Securities, Inc.764$42.2K0.00%00.0%Unchanged
TCTC Holdings, LLC832$42.9K0.00%+451+118.4%Added