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 |
|---|---|---|---|---|---|
| Douglass Winthrop Advisors, LLC | 7,700 | $457.7K | 0.01% | −1,500−16.3% | Reduced |
| Fiduciary Trust Co | 7,685 | $456.8K | 0.01% | +3,348+77.2% | Added |
| Wedmont Private Capital | 7,548 | $453.9K | 0.02% | +215+2.9% | Added |
| Alps Advisors Inc | 7,411 | $440.5K | 0.00% | +104+1.4% | Added |
| Signaturefd, LLC | 7,378 | $438.5K | 0.01% | −10−0.1% | Reduced |
| Virtu Financial LLC | 7,367 | $438.0K | 0.02% | +7,367 | New |
| Ethic Inc. | 7,072 | $420.4K | 0.01% | +141+2.0% | Added |
| Savant Capital, LLC | 7,070 | $420.2K | 0.00% | +1,408+24.9% | Added |
| ProShare Advisors LLC | 7,068 | $420.1K | 0.00% | −390−5.2% | Reduced |
| Advisors Asset Management, Inc. | 7,059 | $419.6K | 0.01% | −122−1.7% | Reduced |
| Forum Financial Management, LP | 6,881 | $409.0K | 0.01% | +1,013+17.3% | Added |
| DekaBank Deutsche Girozentrale | 6,892 | $405.0K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Trust & Banking Corp | 6,788 | $403.5K | 0.00% | 00.0% | Unchanged |
| Journey Strategic Wealth LLC | 6,784 | $403.2K | 0.01% | +37+0.5% | Added |
| Brighton Jones LLC | 6,750 | $401.2K | 0.01% | +699+11.6% | Added |
| Resources Management Corp | 6,720 | $399.0K | 0.05% | 00.0% | Unchanged |
| Fifth Third Wealth Advisors LLC | 6,611 | $393.0K | 0.01% | 00.0% | Unchanged |
| RSM US Wealth Management LLC | 6,529 | $388.1K | 0.01% | −3,422−34.4% | Reduced |
| Jefferies Financial Group Inc. | 6,500 | $386.4K | 0.00% | +3,000+85.7% | Added |
| Kestra Advisory Services, LLC | 6,346 | $377.2K | 0.00% | −459−6.7% | Reduced |
| Integrated Wealth Concepts LLC | 6,262 | $372.2K | 0.00% | −634−9.2% | Reduced |
| Glenmede Investment Management, LP | 6,145 | $365.3K | 0.00% | +1,314+27.2% | Added |
| Shelton Capital Management | 5,966 | $354.6K | 0.01% | −174−2.8% | Reduced |
| PenderFund Capital Management Ltd. | 5,838 | $347.0K | 0.06% | 00.0% | Unchanged |
| US Bancorp | 5,825 | $346.2K | 0.00% | −299−4.9% | Reduced |
| Vident Advisory, LLC | 5,819 | $345.9K | 0.00% | +416+7.7% | Added |
| Ritholtz Wealth Management | 5,798 | $344.6K | 0.01% | +5,798 | New |
| Counterpoint Mutual Funds LLC | 5,758 | $342.3K | 0.03% | +5,758 | New |
| First Manhattan Co | 5,718 | $339.9K | 0.00% | 00.0% | Unchanged |
| Sivia Capital Partners, LLC | 5,673 | $337.2K | 0.10% | +1,016+21.8% | Added |
| Evercore Wealth Management, LLC | 5,544 | $329.5K | 0.00% | −574−9.4% | Reduced |
| Ballentine Partners, LLC | 5,502 | $327.0K | 0.00% | +408+8.0% | Added |
| Profund Advisors LLC | 5,495 | $326.6K | 0.01% | −5−0.1% | Reduced |
| Oxford Asset Management LLP | 5,446 | $323.7K | 0.11% | +5,446 | New |
| CIBC World Markets Inc. | 5,435 | $323.1K | 0.00% | −4,295−44.1% | Reduced |
| Blair William & Co | 5,412 | $321.7K | 0.00% | +14+0.3% | Added |
| D. E. Shaw & Co., Inc. | 5,386 | $320.1K | 0.00% | −198,096−97.4% | Reduced |
| CIBC Asset Management Inc | 5,357 | $318.4K | 0.00% | 00.0% | Unchanged |
| Krilogy Financial LLC | 5,562 | $318.4K | 0.01% | +5,562 | New |
| Panagora Asset Management Inc | 5,300 | $315.0K | 0.00% | −278−5.0% | Reduced |
| Greenleaf Trust | 5,284 | $314.1K | 0.00% | +30+0.6% | Added |
| Kovitz Investment Group Partners, LLC | 5,269 | $313.2K | 0.00% | +6+0.1% | Added |
| Sky Investment Group LLC | 5,186 | $308.3K | 0.05% | 00.0% | Unchanged |
| Beverly Hills Private Wealth, LLC | 5,107 | $303.6K | 0.05% | −201−3.8% | Reduced |
| Bradley Foster & Sargent Inc | 5,107 | $303.6K | 0.00% | 00.0% | Unchanged |
| Firestone Capital Management | 5,093 | $302.7K | 0.07% | 00.0% | Unchanged |
| Clearbridge Investments, LLC | 5,010 | $297.8K | 0.00% | 00.0% | Unchanged |
| One Charles Private Wealth Services, LLC | 4,951 | $294.3K | 0.08% | 00.0% | Unchanged |
| KBC Group NV | 4,779 | $284.0K | 0.00% | −15,631−76.6% | Reduced |
| Rockefeller Capital Management L.P. | 4,746 | $282.1K | 0.00% | +4,746 | New |
| Park Avenue Securities LLC | 4,705 | $280.0K | 0.00% | +4,705 | New |
| Everence Capital Management Inc | 4,570 | $272.0K | 0.02% | 00.0% | Unchanged |
| Aviva PLC | 4,520 | $268.7K | 0.00% | −5,168−53.3% | Reduced |
| Atomi Financial Group, Inc. | 4,456 | $264.9K | 0.01% | +754+20.4% | Added |
| Investmark Advisory Group LLC | 4,404 | $261.8K | 0.11% | +22+0.5% | Added |
| GAMMA Investing LLC | 4,404 | $261.8K | 0.01% | +391+9.7% | Added |
| Impact Partnership Wealth, LLC | 4,382 | $260.5K | 0.04% | +4,382 | New |
| JB Capital LLC | 4,316 | $256.6K | 0.01% | +19+0.4% | Added |
| Venturi Wealth Management, LLC | 4,307 | $256.0K | 0.01% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 4,306 | $255.9K | 0.01% | −4,663−52.0% | Reduced |
| William Blair Investment Management, LLC | 4,286 | $254.8K | 0.00% | −214−4.8% | Reduced |
| Paragon Capital Management Ltd | 4,181 | $248.5K | 0.05% | −228−5.2% | Reduced |
| Penbrook Management LLC | 4,180 | $248.5K | 0.17% | −900−17.7% | Reduced |
| Resources Investment Advisors, LLC. | 4,153 | $246.9K | 0.00% | +31+0.8% | Added |
| Beck Mack & Oliver LLC | 4,091 | $243.2K | 0.00% | 00.0% | Unchanged |
| Fieldview Capital Management, LLC | 4,085 | $242.8K | 0.04% | +4,085 | New |
| SlateStone Wealth, LLC | 4,039 | $240.0K | 0.02% | 00.0% | Unchanged |
| PFG Investments, LLC | 4,009 | $238.3K | 0.01% | +23+0.6% | Added |
| Wiley Bros.-Aintree Capital, LLC | 4,016 | $238.1K | 0.00% | +188+4.9% | Added |
| STRS Ohio | 4,001 | $237.8K | 0.00% | −33,875−89.4% | Reduced |
| Wetzel Investment Advisors, Inc. | 4,000 | $237.8K | 0.10% | −200−4.8% | Reduced |
| Benin Management CORP | 4,000 | $237.8K | 0.06% | 00.0% | Unchanged |
| Guggenheim Capital LLC | 3,877 | $230.4K | 0.00% | −3,916−50.3% | Reduced |
| Venture Visionary Partners LLC | 3,864 | $229.7K | 0.01% | 00.0% | Unchanged |
| Meiji Yasuda Asset Management Co Ltd. | 3,862 | $229.6K | 0.01% | −146−3.6% | Reduced |
| Sherbrooke Park Advisers LLC | 3,805 | $226.2K | 0.11% | +3,805 | New |
| Mystic Asset Management, Inc. | 3,782 | $224.8K | 0.05% | +3,782 | New |
| Bayforest Capital Ltd | 3,714 | $220.8K | 0.10% | −1,221−24.7% | Reduced |
| OP Asset Management Ltd | 3,712 | $220.6K | 0.00% | 00.0% | Unchanged |
| Mutual Advisors, LLC | 3,912 | $218.3K | 0.00% | +3,912 | New |
| Occudo Quantitative Strategies LP | 3,645 | $216.7K | 0.03% | +3,645 | New |
| Canandaigua National Bank & Trust Co | 3,588 | $213.3K | 0.02% | +3,588 | New |
| EverSource Wealth Advisors, LLC | 3,572 | $212.3K | 0.01% | +174+5.1% | Added |
| Smartleaf Asset Management LLC | 3,539 | $210.9K | 0.01% | +1,861+110.9% | Added |
| Platform Technology Partners | 3,541 | $210.5K | 0.05% | −377−9.6% | Reduced |
| Aaron Wealth Advisors | 3,518 | $209.1K | 0.01% | +3,518 | New |
| Shell Asset Management Co | 3,511 | $209.0K | 0.02% | −4,511−56.2% | Reduced |
| Vise Technologies, Inc. | 3,403 | $202.3K | 0.01% | +3,403 | New |
| Central Pacific Bank - Trust Division | 3,352 | $199.2K | 0.02% | −120−3.5% | Reduced |
| Northwestern Mutual Wealth Management Co | 3,195 | $189.9K | 0.00% | +147+4.8% | Added |
| Abich Financial Wealth Management LLC | 3,194 | $189.9K | 0.07% | +3,194 | New |
| Steward Partners Investment Advisory, LLC | 2,973 | $176.7K | 0.00% | −42−1.4% | Reduced |
| HighMark Wealth Management LLC | 2,861 | $170.1K | 0.07% | +19+0.7% | Added |
| South Dakota Investment Council | 2,649 | $157.0K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 2,552 | $151.7K | 0.02% | 00.0% | Unchanged |
| Assetmark, Inc | 2,351 | $139.7K | 0.00% | +145+6.6% | Added |
| NBT Bank N A | 2,259 | $134.0K | 0.01% | −1,494−39.8% | Reduced |
| State of Wyoming | 1,977 | $117.5K | 0.01% | +267+15.6% | Added |
| Umb Bank N A | 1,851 | $110.0K | 0.00% | +27+1.5% | Added |
| Nomura Asset Management Co Ltd | 1,720 | $102.2K | 0.00% | +310+22.0% | Added |