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.
| 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, Q1 2025
Shares, value and share of portfolio for each institution holding Webster Financial Corp; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Washington Trust Co | 629 | $32.4K | 0.00% | −940−59.9% | Reduced |
| True Wealth Design, LLC | 618 | $31.9K | 0.01% | +618 | New |
| Quent Capital, LLC | 606 | $31.2K | 0.00% | +4+0.7% | Added |
| Hantz Financial Services, Inc. | 598 | $31.0K | 0.00% | +13+2.2% | Added |
| Point72 Hong Kong Ltd | 599 | $30.9K | 0.00% | −28,072−97.9% | Reduced |
| J.Safra Asset Management Corp | 576 | $29.7K | 0.00% | +179+45.1% | Added |
| V-Square Quantitative Management LLC | 572 | $29.5K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 531 | $27.4K | 0.00% | +271+104.2% | Added |
| Medallion Wealth Advisors, LLC | 525 | $26.8K | 0.01% | 00.0% | Unchanged |
| Picton Mahoney Asset Management | 489 | $25.0K | 0.00% | +489 | New |
| WPG Advisers, LLC | 469 | $24.2K | 0.02% | −442−48.5% | Reduced |
| Trust Co of Vermont | 467 | $24.1K | 0.00% | 00.0% | Unchanged |
| Community Bank, N.A. | 463 | $23.9K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 444 | $22.9K | 0.00% | +101+29.4% | Added |
| Curat Global, LLC | 425 | $21.9K | 0.03% | +425 | New |
| Bangor Savings Bank | 400 | $20.6K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 400 | $20.6K | 0.01% | −177−30.7% | Reduced |
| Wolff Wiese Magana LLC | 361 | $18.6K | 0.01% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 358 | $18.5K | 0.00% | +333+1,332.0% | Added |
| Spire Wealth Management | 339 | $17.5K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 394 | $16.5K | 0.00% | +305+342.7% | Added |
| Clearstead Advisors, LLC | 292 | $15.1K | 0.00% | +188+180.8% | Added |
| Silicon Valley Capital Partners | 288 | $14.7K | 0.00% | +2+0.7% | Added |
| Covestor Ltd | 276 | $14.0K | 0.01% | −1,771−86.5% | Reduced |
| Mather Group, LLC. | 267 | $13.8K | 0.00% | 00.0% | Unchanged |
| Compass Wealth Management LLC | 259 | $13.4K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 258 | $13.3K | 0.00% | +8+3.2% | Added |
| Red Tortoise LLC | 257 | $13.2K | 0.01% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 243 | $12.3K | 0.00% | −241−49.8% | Reduced |
| Private Wealth Management Group, LLC | 225 | $11.6K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 217 | $11.0K | 0.00% | +43+24.7% | Added |
| Hexagon Capital Partners LLC | 201 | $10.4K | 0.00% | +1+0.5% | Added |
| NewSquare Capital LLC | 188 | $9.69K | 0.00% | +182+3,033.3% | Added |
| JFS Wealth Advisors, LLC | 158 | $8.14K | 0.00% | +3+1.9% | Added |
| Huntington National Bank | 146 | $7.53K | 0.00% | −295−66.9% | Reduced |
| Central Trust Co | 143 | $7.37K | 0.00% | −150−51.2% | Reduced |
| Prestige Wealth Management Group LLC | 140 | $7.22K | 0.00% | 00.0% | Unchanged |
| PFS Partners, LLC | 138 | $7.11K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 129 | $6.65K | 0.00% | +59+84.3% | Added |
| Marshall & Sterling Wealth Advisors Inc. | 128 | $6.60K | 0.00% | +128 | New |
| Bell Investment Advisors, Inc | 127 | $6.55K | 0.00% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 123 | $6.34K | 0.00% | +1+0.8% | Added |
| Washington Trust Advisors, Inc. | 111 | $5.72K | 0.00% | −275−71.2% | Reduced |
| Whipplewood Advisors, LLC | 54 | $5.46K | 0.00% | −52−49.1% | Reduced |
| Sachetta, LLC | 100 | $5.16K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 94 | $4.85K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 85 | $4.38K | 0.00% | 00.0% | Unchanged |
| Binnacle Investments Inc | 82 | $4.23K | 0.00% | +82 | New |
| Capital Analysts, LLC | 68 | $4.00K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 73 | $3.76K | 0.00% | +73 | New |
| Highline Wealth Partners LLC | 59 | $3.04K | 0.00% | +59 | New |
| Avion Wealth | 57 | $3.00K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 53 | $2.73K | 0.00% | +53 | New |
| Creative Financial Designs Inc | 48 | $2.47K | 0.00% | −285−85.6% | Reduced |
| Atlantic Trust, LLC | 40 | $2.06K | 0.00% | +40 | New |
| GW&K Investment Management, LLC | 44 | $2.00K | 0.00% | 00.0% | Unchanged |
| Sierra Ocean, LLC | 37 | $1.91K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 35 | $1.80K | 0.00% | +2+6.1% | Added |
| Global Financial Private Client, LLC | 35 | $1.80K | 0.00% | +25+250.0% | Added |
| Wealth Preservation Advisors, LLC | 32 | $1.65K | 0.00% | +32 | New |
| SJS Investment Consulting Inc. | 31 | $1.60K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 30 | $1.55K | 0.00% | +30 | New |
| Hughes Financial Services, LLC | 30 | $1.52K | 0.00% | +30 | New |
| Hager Investment Management Services, LLC | 29 | $1.50K | 0.00% | +29 | New |
| MAI Capital Management | 26 | $1.34K | 0.00% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 26 | $1.34K | 0.00% | 00.0% | Unchanged |
| Spectrum Wealth Counsel, LLC | 25 | $1.29K | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 25 | $1.29K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 21 | $1.08K | 0.00% | −48−69.6% | Reduced |
| First Pacific Financial | 21 | $1.08K | 0.00% | +21 | New |
| Rothschild Investment LLC | 20 | $1.03K | 0.00% | +5+33.3% | Added |
| Larson Financial Group LLC | 19 | $979 | 0.00% | +10+111.1% | Added |
| Bare Financial Services, Inc | 19 | $979 | 0.00% | +19 | New |
| WealthTrak Capital Management LLC | 15 | $774 | 0.00% | +10+200.0% | Added |
| CoreCap Advisors, LLC | 15 | $773 | 0.00% | +10+200.0% | Added |
| CVA Family Office, LLC | 13 | $670 | 0.00% | +13 | New |
| Cromwell Holdings LLC | 12 | $619 | 0.00% | +12 | New |
| American Capital Advisory, LLC | 12 | $619 | 0.00% | +12 | New |
| AdvisorNet Financial, Inc | 10 | $516 | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 10 | $516 | 0.00% | +10 | New |
| Principia Wealth Advisory, LLC | 10 | $467 | 0.00% | +6+150.0% | Added |
| Parkworth Wealth Management, Inc. | 6 | $309 | 0.00% | +2+50.0% | Added |
| Greenline Partners, LLC | 6 | $309 | 0.00% | +6 | New |
| SBI Securities Co., Ltd. | 5 | $258 | 0.00% | +1+25.0% | Added |
| MV Capital Management, Inc. | 5 | $258 | 0.00% | +2+66.7% | Added |
| Bay Harbor Wealth Management, LLC | 5 | $257 | 0.00% | +5 | New |
| HFM Investment Advisors, LLC | 4 | $207 | 0.00% | +4 | New |
| Perkins Coie Trust Co | 3 | $154 | 0.00% | +3 | New |
| PSI Advisors, LLC | 2 | $103 | 0.00% | 00.0% | Unchanged |
| Clear Street Markets LLC | 1 | $52 | 0.00% | +1 | New |
| PenderFund Capital Management Ltd. | 5,578 | $49 | 0.00% | +215+4.0% | Added |
| Capital Advisors, Ltd. LLC | 7 | $0 | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 0 | $0 | 0.00% | −2,740−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −461,131−100.0% | Sold out |
| Crestline Management, LP | 0 | $0 | 0.00% | −80,730−100.0% | Sold out |
| Roubaix Capital, LLC | 0 | $0 | 0.00% | −75,036−100.0% | Sold out |
| Concentric Capital Strategies, LP | 0 | $0 | 0.00% | −48,316−100.0% | Sold out |
| Qsemble Capital Management, LP | 0 | $0 | 0.00% | −28,402−100.0% | Sold out |
| Pacer Advisors, Inc. | 0 | $0 | 0.00% | −25,553−100.0% | Sold out |
| PEAK6 LLC | 0 | $0 | 0.00% | −24,303−100.0% | Sold out |