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, Q2 2025
Institutional positions in Webster Financial Corp as of Jun 30, 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
- 498
- +9 vs. Q1 2025
- Shares held
- 150.0M
- +1.12M (+0.8%) vs. Q1 2025
- Total value
- $8.19B
- +$523.9M (+6.8%) vs. Q1 2025
- New holders
- 68
- 164 more added
- Sold out
- 59
- 198 more reduced
3 institutions that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2025: 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, Q2 2025
Shares, value and share of portfolio for each institution holding Webster Financial Corp; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| GWM Advisors LLC | 1,145 | $62.5K | 0.00% | −20−1.7% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 1,198 | $65.0K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 1,211 | $66.1K | 0.00% | +104+9.4% | Added |
| Allworth Financial LP | 1,254 | $68.5K | 0.00% | +313+33.3% | Added |
| First Horizon Advisors, Inc. | 1,308 | $71.4K | 0.00% | −178−12.0% | Reduced |
| Union Savings Bank | 1,258 | $72.5K | 0.03% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 1,410 | $77.0K | 0.00% | 00.0% | Unchanged |
| Hilltop National Bank | 1,463 | $79.9K | 0.02% | +1,463 | New |
| Smartleaf Asset Management LLC | 1,678 | $91.9K | 0.01% | −858−33.8% | Reduced |
| State of Wyoming | 1,710 | $93.4K | 0.01% | +1,710 | New |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 1,742 | $95.0K | 0.00% | +1,742 | New |
| Umb Bank N A | 1,824 | $99.6K | 0.00% | +333+22.3% | Added |
| Danske Bank A/S | 1,852 | $101.1K | 0.00% | −40,066−95.6% | Reduced |
| Hartford Financial Management Inc. | 2,164 | $118.1K | 0.03% | 00.0% | Unchanged |
| Assetmark, Inc | 2,206 | $120.4K | 0.00% | −49−2.2% | Reduced |
| Ci Investments Inc. | 2,212 | $121.0K | 0.00% | −475−17.7% | Reduced |
| CIBC Private Wealth Group, LLC | 2,507 | $136.9K | 0.00% | +2,113+536.3% | Added |
| Versant Capital Management, Inc | 2,552 | $139.3K | 0.02% | +1,527+149.0% | Added |
| South Dakota Investment Council | 2,649 | $145.0K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 2,842 | $155.2K | 0.08% | +22+0.8% | Added |
| Skopos Labs, Inc. | 2,860 | $156.2K | 0.02% | +493+20.8% | Added |
| Steward Partners Investment Advisory, LLC | 3,015 | $164.6K | 0.00% | −20−0.7% | Reduced |
| Northwestern Mutual Wealth Management Co | 3,048 | $166.4K | 0.00% | −127−4.0% | Reduced |
| EverSource Wealth Advisors, LLC | 3,398 | $185.5K | 0.01% | +2,284+205.0% | Added |
| Central Pacific Bank - Trust Division | 3,472 | $189.6K | 0.02% | −60−1.7% | Reduced |
| Jefferies Financial Group Inc. | 3,500 | $191.1K | 0.00% | −8,775−71.5% | Reduced |
| Atomi Financial Group, Inc. | 3,702 | $202.1K | 0.01% | −355−8.8% | Reduced |
| OP Asset Management Ltd | 3,712 | $202.7K | 0.00% | 00.0% | Unchanged |
| NBT Bank N A | 3,753 | $204.9K | 0.01% | 00.0% | Unchanged |
| AlphaStar Capital Management, LLC | 3,762 | $205.4K | 0.01% | +3,762 | New |
| Machina Capital S.A.S. | 3,819 | $208.5K | 0.04% | +3,819 | New |
| Prana Capital Management, LP | 3,826 | $208.9K | 0.01% | +3,826 | New |
| Wiley Bros.-Aintree Capital, LLC | 3,828 | $209.0K | 0.00% | +3,828 | New |
| Venture Visionary Partners LLC | 3,864 | $211.0K | 0.01% | +3,864 | New |
| Platform Technology Partners | 3,918 | $213.9K | 0.06% | 00.0% | Unchanged |
| Envestnet Portfolio Solutions, Inc. | 3,946 | $215.5K | 0.00% | −62−1.5% | Reduced |
| Keybank National Association | 3,964 | $216.4K | 0.00% | +3,964 | New |
| PFG Investments, LLC | 3,986 | $217.7K | 0.01% | +25+0.6% | Added |
| Benin Management CORP | 4,000 | $218.4K | 0.06% | −200−4.8% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 4,008 | $218.8K | 0.01% | −59−1.5% | Reduced |
| GAMMA Investing LLC | 4,013 | $219.1K | 0.01% | +981+32.4% | Added |
| SlateStone Wealth, LLC | 4,039 | $221.0K | 0.02% | 00.0% | Unchanged |
| Beck Mack & Oliver LLC | 4,091 | $223.4K | 0.00% | 00.0% | Unchanged |
| Resources Investment Advisors, LLC. | 4,122 | $225.1K | 0.00% | +4,122 | New |
| Wetzel Investment Advisors, Inc. | 4,200 | $229.3K | 0.10% | 00.0% | Unchanged |
| JB Capital LLC | 4,297 | $234.6K | 0.01% | −29−0.7% | Reduced |
| Venturi Wealth Management, LLC | 4,307 | $235.2K | 0.01% | +91+2.2% | Added |
| Fiduciary Trust Co | 4,337 | $236.8K | 0.00% | +4,337 | New |
| Perigon Wealth Management, LLC | 4,348 | $237.4K | 0.01% | +189+4.5% | Added |
| Investmark Advisory Group LLC | 4,382 | $239.3K | 0.11% | +4,382 | New |
| Paragon Capital Management Ltd | 4,409 | $240.8K | 0.04% | −1,596−26.6% | Reduced |
| Swiss Life Asset Management Ltd | 4,428 | $241.8K | 0.00% | +4,428 | New |
| David Loasby | 4,381 | $245.4K | 0.02% | +4,381 | New |
| William Blair Investment Management, LLC | 4,500 | $245.7K | 0.00% | 00.0% | Unchanged |
| Aster Capital Management (DIFC) Ltd | 4,517 | $246.6K | 0.06% | +4,517 | New |
| Everence Capital Management Inc | 4,570 | $250.0K | 0.02% | 00.0% | Unchanged |
| Applied Finance Capital Management, LLC | 4,624 | $252.5K | 0.02% | +375+8.8% | Added |
| Sivia Capital Partners, LLC | 4,657 | $254.3K | 0.09% | +4,657 | New |
| Glenmede Investment Management, LP | 4,831 | $263.8K | 0.00% | +4,831 | New |
| Bayforest Capital Ltd | 4,935 | $269.5K | 0.12% | +2,961+150.0% | Added |
| Two Sigma Securities, LLC | 4,937 | $269.6K | 0.03% | +4,937 | New |
| One Charles Private Wealth Services, LLC | 4,951 | $270.3K | 0.08% | +4,951 | New |
| Clearbridge Investments, LLC | 5,010 | $273.5K | 0.00% | 00.0% | Unchanged |
| Penbrook Management LLC | 5,080 | $277.4K | 0.21% | 00.0% | Unchanged |
| Firestone Capital Management | 5,093 | $278.1K | 0.07% | 00.0% | Unchanged |
| Ballentine Partners, LLC | 5,094 | $278.1K | 0.00% | −166−3.2% | Reduced |
| Bradley Foster & Sargent Inc | 5,107 | $278.8K | 0.00% | 00.0% | Unchanged |
| Sky Investment Group LLC | 5,186 | $283.2K | 0.05% | 00.0% | Unchanged |
| Greenleaf Trust | 5,254 | $286.9K | 0.00% | −377−6.7% | Reduced |
| Kovitz Investment Group Partners, LLC | 5,263 | $288.0K | 0.00% | −6−0.1% | Reduced |
| Beverly Hills Private Wealth, LLC | 5,308 | $289.8K | 0.05% | −750−12.4% | Reduced |
| CIBC Asset Management Inc | 5,357 | $292.5K | 0.00% | 00.0% | Unchanged |
| Blair William & Co | 5,398 | $294.7K | 0.00% | 00.0% | Unchanged |
| Vident Advisory, LLC | 5,403 | $295.0K | 0.00% | +1,130+26.4% | Added |
| Aigen Investment Management, LP | 5,418 | $295.8K | 0.04% | +5,418 | New |
| Profund Advisors LLC | 5,500 | $300.3K | 0.01% | −608−10.0% | Reduced |
| Panagora Asset Management Inc | 5,578 | $304.6K | 0.00% | −142−2.5% | Reduced |
| Savant Capital, LLC | 5,662 | $309.1K | 0.00% | +5,662 | New |
| 111 Capital | 5,690 | $310.7K | 0.05% | −12,086−68.0% | Reduced |
| First Manhattan Co | 5,718 | $312.2K | 0.00% | 00.0% | Unchanged |
| Avantax Advisory Services, Inc. | 5,767 | $314.9K | 0.00% | +1,312+29.5% | Added |
| PenderFund Capital Management Ltd. | 5,838 | $318.8K | 0.08% | +260+4.7% | Added |
| Forum Financial Management, LP | 5,868 | $320.4K | 0.00% | +3+0.1% | Added |
| Point72 Asia (Singapore) Pte. Ltd. | 5,880 | $321.0K | 0.06% | −2,253−27.7% | Reduced |
| Brighton Jones LLC | 6,051 | $330.4K | 0.01% | +6,051 | New |
| Point72 (DIFC) Ltd | 6,075 | $331.7K | 0.03% | +6,075 | New |
| Evercore Wealth Management, LLC | 6,118 | $334.0K | 0.01% | −1,828−23.0% | Reduced |
| US Bancorp | 6,124 | $334.4K | 0.00% | −1,472−19.4% | Reduced |
| Shelton Capital Management | 6,140 | $335.2K | 0.01% | −151−2.4% | Reduced |
| HB Wealth Management, LLC | 6,484 | $354.1K | 0.00% | −1,985−23.4% | Reduced |
| Fifth Third Wealth Advisors LLC | 6,611 | $361.0K | 0.02% | +16+0.2% | Added |
| Resources Management Corp | 6,720 | $367.0K | 0.05% | −9,750−59.2% | Reduced |
| Journey Strategic Wealth LLC | 6,747 | $368.4K | 0.01% | +210+3.2% | Added |
| Buckingham Strategic Partners | 6,758 | $369.1K | 0.00% | +2,750+68.6% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 6,788 | $370.6K | 0.00% | −151−2.2% | Reduced |
| Kestra Advisory Services, LLC | 6,805 | $371.5K | 0.00% | −3,466−33.7% | Reduced |
| Integrated Wealth Concepts LLC | 6,896 | $376.5K | 0.00% | +6,896 | New |
| DekaBank Deutsche Girozentrale | 6,892 | $379.0K | 0.00% | +4,390+175.5% | Added |
| Ethic Inc. | 6,931 | $379.6K | 0.01% | +1,361+24.4% | Added |
| CWM Advisors, LLC | 7,094 | $387.3K | 0.04% | +424+6.4% | Added |