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, Q3 2025
Institutional positions in Webster Financial Corp as of Sep 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
- 515
- +25 vs. Q2 2025
- Shares held
- 146.7M
- −902.2K (−0.6%) vs. Q2 2025
- Total value
- $8.72B
- +$654.1M (+8.1%) vs. Q2 2025
- New holders
- 67
- 175 more added
- Sold out
- 42
- 175 more reduced
8 institutions that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2025
Shares, value and share of portfolio for each institution holding Webster Financial Corp; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Activest Wealth Management | 1 | $59 | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 1 | $59 | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 2 | $119 | 0.00% | +2 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 3 | $179 | 0.00% | −151−98.1% | Reduced |
| MV Capital Management, Inc. | 3 | $179 | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 4 | $238 | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 5 | $297 | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 7 | $416 | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 8 | $476 | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 9 | $535 | 0.00% | +4+80.0% | Added |
| Hughes Financial Services, LLC | 11 | $630 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 11 | $653 | 0.00% | +3+37.5% | Added |
| HFM Investment Advisors, LLC | 12 | $713 | 0.00% | −1−7.7% | Reduced |
| Financial Consulate, Inc | 15 | $892 | 0.00% | +15 | New |
| SJS Investment Consulting Inc. | 16 | $952 | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| Cloud Capital Management, LLC | 22 | $1.00K | 0.00% | +22 | New |
| UMA Financial Services, Inc. | 17 | $1.01K | 0.00% | +17 | New |
| Johnson Financial Group, Inc. | 18 | $1.07K | 0.00% | +18 | New |
| Mather Group, LLC. | 18 | $1.07K | 0.00% | +18 | New |
| TD Private Client Wealth LLC | 20 | $1.19K | 0.00% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 25 | $1.49K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 27 | $1.60K | 0.00% | +6+28.6% | Added |
| Cromwell Holdings LLC | 28 | $1.67K | 0.00% | 00.0% | Unchanged |
| Wealth Preservation Advisors, LLC | 29 | $1.72K | 0.00% | −3−9.4% | Reduced |
| Hager Investment Management Services, LLC | 29 | $1.72K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 35 | $2.18K | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 43 | $2.56K | 0.00% | +43 | New |
| GW&K Investment Management, LLC | 44 | $3.00K | 0.00% | 00.0% | Unchanged |
| Millstone Evans Group, LLC | 53 | $3.15K | 0.00% | +53 | New |
| Highline Wealth Partners LLC | 59 | $3.51K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 63 | $3.75K | 0.00% | −5−7.4% | Reduced |
| Halbert Hargrove Global Advisors, LLC | 64 | $3.81K | 0.00% | +64 | New |
| American National Bank | 65 | $3.86K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 65 | $3.86K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 68 | $4.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 71 | $4.00K | 0.00% | 00.0% | Unchanged |
| J.Safra Asset Management Corp | 72 | $4.28K | 0.00% | −356−83.2% | Reduced |
| Larson Financial Group LLC | 76 | $4.52K | 0.00% | +71+1,420.0% | Added |
| First Pacific Financial | 77 | $4.58K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 80 | $4.75K | 0.00% | 00.0% | Unchanged |
| Binnacle Investments Inc | 82 | $4.87K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 97 | $5.77K | 0.00% | 00.0% | Unchanged |
| Caitlin John, LLC | 98 | $5.80K | 0.00% | +98 | New |
| Global Retirement Partners, LLC | 100 | $5.94K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 110 | $6.54K | 0.00% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 125 | $7.41K | 0.00% | +1+0.8% | Added |
| Marshall & Sterling Wealth Advisors Inc. | 128 | $7.61K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 133 | $7.91K | 0.00% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 135 | $8.03K | 0.00% | +135 | New |
| Prestige Wealth Management Group LLC | 140 | $8.32K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 143 | $8.50K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 146 | $8.68K | 0.00% | −19−11.5% | Reduced |
| Farmers & Merchants Investments Inc | 150 | $8.92K | 0.00% | +9+6.4% | Added |
| JFS Wealth Advisors, LLC | 153 | $9.10K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 156 | $9.27K | 0.00% | −36−18.8% | Reduced |
| Atlantic Trust, LLC | 162 | $9.63K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 192 | $11.4K | 0.00% | +192 | New |
| PFS Partners, LLC | 202 | $12.0K | 0.01% | 00.0% | Unchanged |
| Peregrine Capital Management LLC | 210 | $12.5K | 0.00% | +210 | New |
| Ameriflex Group, Inc. | 222 | $13.2K | 0.00% | +222 | New |
| Private Wealth Management Group, LLC | 225 | $13.4K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 232 | $13.8K | 0.00% | −68−22.7% | Reduced |
| Hemington Wealth Management | 236 | $14.0K | 0.00% | +28+13.5% | Added |
| Red Tortoise LLC | 257 | $15.3K | 0.01% | 00.0% | Unchanged |
| Optiver Holding B.V. | 259 | $15.4K | 0.00% | +256+8,533.3% | Added |
| Harbour Investments, Inc. | 270 | $16.0K | 0.00% | +12+4.7% | Added |
| True Wealth Design, LLC | 270 | $16.0K | 0.00% | +186+221.4% | Added |
| Silicon Valley Capital Partners | 292 | $17.4K | 0.00% | +2+0.7% | Added |
| Clearstead Advisors, LLC | 293 | $17.4K | 0.00% | +18+6.5% | Added |
| Advisory Services Network, LLC | 300 | $17.8K | 0.00% | +300 | New |
| Spire Wealth Management | 339 | $20.1K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 361 | $21.5K | 0.01% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 367 | $21.8K | 0.00% | −88−19.3% | Reduced |
| Bangor Savings Bank | 400 | $23.8K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 401 | $23.9K | 0.00% | +172+75.1% | Added |
| Rise Advisors, LLC | 407 | $24.2K | 0.01% | +2+0.5% | Added |
| Covestor Ltd | 419 | $25.0K | 0.01% | −383−47.8% | Reduced |
| Curat Global, LLC | 425 | $25.3K | 0.02% | 00.0% | Unchanged |
| Bokf, NA | 433 | $25.7K | 0.00% | +433 | New |
| T. Rowe Price Investment Management, Inc. | 428 | $26.0K | 0.00% | −892,660−100.0% | Reduced |
| Community Bank, N.A. | 463 | $27.5K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 467 | $27.8K | 0.00% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 482 | $28.6K | 0.00% | +482 | New |
| Caitong International Asset Management Co., Ltd | 489 | $29.1K | 0.02% | +489 | New |
| WPG Advisers, LLC | 558 | $33.2K | 0.03% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 682 | $40.5K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 739 | $43.9K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 763 | $45.4K | 0.00% | −66−8.0% | Reduced |
| IFP Advisors, Inc | 783 | $46.5K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 799 | $47.5K | 0.00% | +799 | New |
| Salzhauer Michael | 40,289 | $48.9K | 0.03% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 839 | $49.9K | 0.00% | +183+27.9% | Added |
| Grove Bank & Trust | 847 | $50.3K | 0.01% | +74+9.6% | Added |
| Principal Securities, Inc. | 853 | $50.7K | 0.00% | +238+38.7% | Added |
| Bruce G. Allen Investments, LLC | 854 | $50.8K | 0.04% | −11−1.3% | Reduced |
| NBC Securities, Inc. | 893 | $53.1K | 0.00% | 00.0% | Unchanged |
| Medallion Wealth Advisors, LLC | 971 | $57.7K | 0.02% | 00.0% | Unchanged |
| Bessemer Group Inc | 999 | $59.0K | 0.00% | +300+42.9% | Added |
| Spurstone Advisory Services, LLC | 1,104 | $65.6K | 0.94% | 00.0% | Unchanged |