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 |
|---|---|---|---|---|---|
| DekaBank Deutsche Girozentrale | 6,892 | $379.0K | 0.00% | +4,390+175.5% | Added |
| Integrated Wealth Concepts LLC | 6,896 | $376.5K | 0.00% | +6,896 | New |
| Kestra Advisory Services, LLC | 6,805 | $371.5K | 0.00% | −3,466−33.7% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 6,788 | $370.6K | 0.00% | −151−2.2% | Reduced |
| Buckingham Strategic Partners | 6,758 | $369.1K | 0.00% | +2,750+68.6% | Added |
| Journey Strategic Wealth LLC | 6,747 | $368.4K | 0.01% | +210+3.2% | Added |
| Resources Management Corp | 6,720 | $367.0K | 0.05% | −9,750−59.2% | Reduced |
| Fifth Third Wealth Advisors LLC | 6,611 | $361.0K | 0.02% | +16+0.2% | Added |
| HB Wealth Management, LLC | 6,484 | $354.1K | 0.00% | −1,985−23.4% | Reduced |
| Shelton Capital Management | 6,140 | $335.2K | 0.01% | −151−2.4% | Reduced |
| US Bancorp | 6,124 | $334.4K | 0.00% | −1,472−19.4% | Reduced |
| Evercore Wealth Management, LLC | 6,118 | $334.0K | 0.01% | −1,828−23.0% | Reduced |
| Point72 (DIFC) Ltd | 6,075 | $331.7K | 0.03% | +6,075 | New |
| Brighton Jones LLC | 6,051 | $330.4K | 0.01% | +6,051 | New |
| Point72 Asia (Singapore) Pte. Ltd. | 5,880 | $321.0K | 0.06% | −2,253−27.7% | Reduced |
| Forum Financial Management, LP | 5,868 | $320.4K | 0.00% | +3+0.1% | Added |
| PenderFund Capital Management Ltd. | 5,838 | $318.8K | 0.08% | +260+4.7% | Added |
| Avantax Advisory Services, Inc. | 5,767 | $314.9K | 0.00% | +1,312+29.5% | Added |
| First Manhattan Co | 5,718 | $312.2K | 0.00% | 00.0% | Unchanged |
| 111 Capital | 5,690 | $310.7K | 0.05% | −12,086−68.0% | Reduced |
| Savant Capital, LLC | 5,662 | $309.1K | 0.00% | +5,662 | New |
| Panagora Asset Management Inc | 5,578 | $304.6K | 0.00% | −142−2.5% | Reduced |
| Profund Advisors LLC | 5,500 | $300.3K | 0.01% | −608−10.0% | Reduced |
| Aigen Investment Management, LP | 5,418 | $295.8K | 0.04% | +5,418 | New |
| Vident Advisory, LLC | 5,403 | $295.0K | 0.00% | +1,130+26.4% | Added |
| Blair William & Co | 5,398 | $294.7K | 0.00% | 00.0% | Unchanged |
| CIBC Asset Management Inc | 5,357 | $292.5K | 0.00% | 00.0% | Unchanged |
| Beverly Hills Private Wealth, LLC | 5,308 | $289.8K | 0.05% | −750−12.4% | Reduced |
| Kovitz Investment Group Partners, LLC | 5,263 | $288.0K | 0.00% | −6−0.1% | Reduced |
| Greenleaf Trust | 5,254 | $286.9K | 0.00% | −377−6.7% | Reduced |
| Sky Investment Group LLC | 5,186 | $283.2K | 0.05% | 00.0% | Unchanged |
| Bradley Foster & Sargent Inc | 5,107 | $278.8K | 0.00% | 00.0% | Unchanged |
| Ballentine Partners, LLC | 5,094 | $278.1K | 0.00% | −166−3.2% | Reduced |
| Firestone Capital Management | 5,093 | $278.1K | 0.07% | 00.0% | Unchanged |
| Penbrook Management LLC | 5,080 | $277.4K | 0.21% | 00.0% | Unchanged |
| Clearbridge Investments, LLC | 5,010 | $273.5K | 0.00% | 00.0% | Unchanged |
| One Charles Private Wealth Services, LLC | 4,951 | $270.3K | 0.08% | +4,951 | New |
| Two Sigma Securities, LLC | 4,937 | $269.6K | 0.03% | +4,937 | New |
| Bayforest Capital Ltd | 4,935 | $269.5K | 0.12% | +2,961+150.0% | Added |
| Glenmede Investment Management, LP | 4,831 | $263.8K | 0.00% | +4,831 | New |
| Sivia Capital Partners, LLC | 4,657 | $254.3K | 0.09% | +4,657 | New |
| Applied Finance Capital Management, LLC | 4,624 | $252.5K | 0.02% | +375+8.8% | Added |
| Everence Capital Management Inc | 4,570 | $250.0K | 0.02% | 00.0% | Unchanged |
| Aster Capital Management (DIFC) Ltd | 4,517 | $246.6K | 0.06% | +4,517 | New |
| William Blair Investment Management, LLC | 4,500 | $245.7K | 0.00% | 00.0% | Unchanged |
| David Loasby | 4,381 | $245.4K | 0.02% | +4,381 | New |
| Swiss Life Asset Management Ltd | 4,428 | $241.8K | 0.00% | +4,428 | New |
| Paragon Capital Management Ltd | 4,409 | $240.8K | 0.04% | −1,596−26.6% | Reduced |
| Investmark Advisory Group LLC | 4,382 | $239.3K | 0.11% | +4,382 | New |
| Perigon Wealth Management, LLC | 4,348 | $237.4K | 0.01% | +189+4.5% | Added |
| Fiduciary Trust Co | 4,337 | $236.8K | 0.00% | +4,337 | New |
| Venturi Wealth Management, LLC | 4,307 | $235.2K | 0.01% | +91+2.2% | Added |
| JB Capital LLC | 4,297 | $234.6K | 0.01% | −29−0.7% | Reduced |
| Wetzel Investment Advisors, Inc. | 4,200 | $229.3K | 0.10% | 00.0% | Unchanged |
| Resources Investment Advisors, LLC. | 4,122 | $225.1K | 0.00% | +4,122 | New |
| Beck Mack & Oliver LLC | 4,091 | $223.4K | 0.00% | 00.0% | Unchanged |
| SlateStone Wealth, LLC | 4,039 | $221.0K | 0.02% | 00.0% | Unchanged |
| GAMMA Investing LLC | 4,013 | $219.1K | 0.01% | +981+32.4% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 4,008 | $218.8K | 0.01% | −59−1.5% | Reduced |
| Benin Management CORP | 4,000 | $218.4K | 0.06% | −200−4.8% | Reduced |
| PFG Investments, LLC | 3,986 | $217.7K | 0.01% | +25+0.6% | Added |
| Keybank National Association | 3,964 | $216.4K | 0.00% | +3,964 | New |
| Envestnet Portfolio Solutions, Inc. | 3,946 | $215.5K | 0.00% | −62−1.5% | Reduced |
| Platform Technology Partners | 3,918 | $213.9K | 0.06% | 00.0% | Unchanged |
| Venture Visionary Partners LLC | 3,864 | $211.0K | 0.01% | +3,864 | New |
| Wiley Bros.-Aintree Capital, LLC | 3,828 | $209.0K | 0.00% | +3,828 | New |
| Prana Capital Management, LP | 3,826 | $208.9K | 0.01% | +3,826 | New |
| Machina Capital S.A.S. | 3,819 | $208.5K | 0.04% | +3,819 | New |
| AlphaStar Capital Management, LLC | 3,762 | $205.4K | 0.01% | +3,762 | New |
| NBT Bank N A | 3,753 | $204.9K | 0.01% | 00.0% | Unchanged |
| OP Asset Management Ltd | 3,712 | $202.7K | 0.00% | 00.0% | Unchanged |
| Atomi Financial Group, Inc. | 3,702 | $202.1K | 0.01% | −355−8.8% | Reduced |
| Jefferies Financial Group Inc. | 3,500 | $191.1K | 0.00% | −8,775−71.5% | Reduced |
| Central Pacific Bank - Trust Division | 3,472 | $189.6K | 0.02% | −60−1.7% | Reduced |
| EverSource Wealth Advisors, LLC | 3,398 | $185.5K | 0.01% | +2,284+205.0% | Added |
| Northwestern Mutual Wealth Management Co | 3,048 | $166.4K | 0.00% | −127−4.0% | Reduced |
| Steward Partners Investment Advisory, LLC | 3,015 | $164.6K | 0.00% | −20−0.7% | Reduced |
| Skopos Labs, Inc. | 2,860 | $156.2K | 0.02% | +493+20.8% | Added |
| HighMark Wealth Management LLC | 2,842 | $155.2K | 0.08% | +22+0.8% | Added |
| South Dakota Investment Council | 2,649 | $145.0K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 2,552 | $139.3K | 0.02% | +1,527+149.0% | Added |
| CIBC Private Wealth Group, LLC | 2,507 | $136.9K | 0.00% | +2,113+536.3% | Added |
| Ci Investments Inc. | 2,212 | $121.0K | 0.00% | −475−17.7% | Reduced |
| Assetmark, Inc | 2,206 | $120.4K | 0.00% | −49−2.2% | Reduced |
| Hartford Financial Management Inc. | 2,164 | $118.1K | 0.03% | 00.0% | Unchanged |
| Danske Bank A/S | 1,852 | $101.1K | 0.00% | −40,066−95.6% | Reduced |
| Umb Bank N A | 1,824 | $99.6K | 0.00% | +333+22.3% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 1,742 | $95.0K | 0.00% | +1,742 | New |
| State of Wyoming | 1,710 | $93.4K | 0.01% | +1,710 | New |
| Smartleaf Asset Management LLC | 1,678 | $91.9K | 0.01% | −858−33.8% | Reduced |
| Hilltop National Bank | 1,463 | $79.9K | 0.02% | +1,463 | New |
| Nomura Asset Management Co Ltd | 1,410 | $77.0K | 0.00% | 00.0% | Unchanged |
| Union Savings Bank | 1,258 | $72.5K | 0.03% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 1,308 | $71.4K | 0.00% | −178−12.0% | Reduced |
| Allworth Financial LP | 1,254 | $68.5K | 0.00% | +313+33.3% | Added |
| Geneos Wealth Management Inc. | 1,211 | $66.1K | 0.00% | +104+9.4% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 1,198 | $65.0K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 1,145 | $62.5K | 0.00% | −20−1.7% | Reduced |
| Spurstone Advisory Services, LLC | 1,104 | $60.3K | 0.91% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 1,077 | $58.8K | 0.00% | −40−3.6% | Reduced |