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 |
|---|---|---|---|---|---|
| Danske Bank A/S | 1,700 | $101.0K | 0.00% | −152−8.2% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 1,677 | $100.0K | 0.00% | −65−3.7% | Reduced |
| Hartford Financial Management Inc. | 1,607 | $95.5K | 0.03% | −557−25.7% | Reduced |
| Ci Investments Inc. | 1,599 | $95.0K | 0.00% | −613−27.7% | Reduced |
| Hilltop National Bank | 1,463 | $87.0K | 0.02% | 00.0% | Unchanged |
| Wealthspire Advisors, LLC | 1,463 | $87.0K | 0.00% | +1,463 | New |
| Allworth Financial LP | 1,412 | $83.9K | 0.00% | +158+12.6% | Added |
| Hantz Financial Services, Inc. | 1,395 | $83.0K | 0.00% | +496+55.2% | Added |
| Washington Trust Advisors, Inc. | 1,387 | $82.4K | 0.01% | +1,276+1,149.5% | Added |
| Jones Financial Companies LLLP | 1,322 | $79.1K | 0.00% | +256+24.0% | Added |
| First Horizon Corp | 1,283 | $76.3K | 0.00% | +1,283 | New |
| CIBC Private Wealth Group, LLC | 1,257 | $74.7K | 0.00% | −1,250−49.9% | Reduced |
| Rothschild Investment LLC | 1,221 | $72.6K | 0.00% | +1,191+3,970.0% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 1,198 | $71.0K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 1,186 | $70.5K | 0.00% | +109+10.1% | Added |
| Spurstone Advisory Services, LLC | 1,104 | $65.6K | 0.94% | 00.0% | Unchanged |
| Bessemer Group Inc | 999 | $59.0K | 0.00% | +300+42.9% | Added |
| Medallion Wealth Advisors, LLC | 971 | $57.7K | 0.02% | 00.0% | Unchanged |
| NBC Securities, Inc. | 893 | $53.1K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 854 | $50.8K | 0.04% | −11−1.3% | Reduced |
| Principal Securities, Inc. | 853 | $50.7K | 0.00% | +238+38.7% | Added |
| Grove Bank & Trust | 847 | $50.3K | 0.01% | +74+9.6% | Added |
| Brown Brothers Harriman & Co | 839 | $49.9K | 0.00% | +183+27.9% | Added |
| Salzhauer Michael | 40,289 | $48.9K | 0.03% | 00.0% | Unchanged |
| Quent Capital, LLC | 799 | $47.5K | 0.00% | +799 | New |
| IFP Advisors, Inc | 783 | $46.5K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 763 | $45.4K | 0.00% | −66−8.0% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 739 | $43.9K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 682 | $40.5K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 558 | $33.2K | 0.03% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 489 | $29.1K | 0.02% | +489 | New |
| Root Financial Partners, LLC | 482 | $28.6K | 0.00% | +482 | New |
| Trust Co of Vermont | 467 | $27.8K | 0.00% | 00.0% | Unchanged |
| Community Bank, N.A. | 463 | $27.5K | 0.00% | 00.0% | Unchanged |
| T. Rowe Price Investment Management, Inc. | 428 | $26.0K | 0.00% | −892,660−100.0% | Reduced |
| Bokf, NA | 433 | $25.7K | 0.00% | +433 | New |
| Curat Global, LLC | 425 | $25.3K | 0.02% | 00.0% | Unchanged |
| Covestor Ltd | 419 | $25.0K | 0.01% | −383−47.8% | Reduced |
| Rise Advisors, LLC | 407 | $24.2K | 0.01% | +2+0.5% | Added |
| Farther Finance Advisors, LLC | 401 | $23.9K | 0.00% | +172+75.1% | Added |
| Bangor Savings Bank | 400 | $23.8K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 367 | $21.8K | 0.00% | −88−19.3% | Reduced |
| Wolff Wiese Magana LLC | 361 | $21.5K | 0.01% | 00.0% | Unchanged |
| Spire Wealth Management | 339 | $20.1K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 300 | $17.8K | 0.00% | +300 | New |
| Clearstead Advisors, LLC | 293 | $17.4K | 0.00% | +18+6.5% | Added |
| Silicon Valley Capital Partners | 292 | $17.4K | 0.00% | +2+0.7% | 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 |
| Optiver Holding B.V. | 259 | $15.4K | 0.00% | +256+8,533.3% | Added |
| Red Tortoise LLC | 257 | $15.3K | 0.01% | 00.0% | Unchanged |
| Hemington Wealth Management | 236 | $14.0K | 0.00% | +28+13.5% | Added |
| Financial Management Professionals, Inc. | 232 | $13.8K | 0.00% | −68−22.7% | Reduced |
| Private Wealth Management Group, LLC | 225 | $13.4K | 0.00% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 222 | $13.2K | 0.00% | +222 | New |
| Peregrine Capital Management LLC | 210 | $12.5K | 0.00% | +210 | New |
| PFS Partners, LLC | 202 | $12.0K | 0.01% | 00.0% | Unchanged |
| Quarry LP | 192 | $11.4K | 0.00% | +192 | New |
| Atlantic Trust, LLC | 162 | $9.63K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 156 | $9.27K | 0.00% | −36−18.8% | Reduced |
| JFS Wealth Advisors, LLC | 153 | $9.10K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 150 | $8.92K | 0.00% | +9+6.4% | Added |
| Bell Investment Advisors, Inc | 146 | $8.68K | 0.00% | −19−11.5% | Reduced |
| Central Trust Co | 143 | $8.50K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 140 | $8.32K | 0.00% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 135 | $8.03K | 0.00% | +135 | New |
| Huntington National Bank | 133 | $7.91K | 0.00% | 00.0% | Unchanged |
| Marshall & Sterling Wealth Advisors Inc. | 128 | $7.61K | 0.00% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 125 | $7.41K | 0.00% | +1+0.8% | Added |
| Sachetta, LLC | 110 | $6.54K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 100 | $5.94K | 0.00% | 00.0% | Unchanged |
| Caitlin John, LLC | 98 | $5.80K | 0.00% | +98 | New |
| Private Trust Co NA | 97 | $5.77K | 0.00% | 00.0% | Unchanged |
| Binnacle Investments Inc | 82 | $4.87K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 80 | $4.75K | 0.00% | 00.0% | Unchanged |
| First Pacific Financial | 77 | $4.58K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 76 | $4.52K | 0.00% | +71+1,420.0% | Added |
| J.Safra Asset Management Corp | 72 | $4.28K | 0.00% | −356−83.2% | Reduced |
| Capital Analysts, LLC | 68 | $4.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 71 | $4.00K | 0.00% | 00.0% | Unchanged |
| American National Bank | 65 | $3.86K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 65 | $3.86K | 0.00% | 00.0% | Unchanged |
| Halbert Hargrove Global Advisors, LLC | 64 | $3.81K | 0.00% | +64 | New |
| South State Corp. | 63 | $3.75K | 0.00% | −5−7.4% | Reduced |
| Highline Wealth Partners LLC | 59 | $3.51K | 0.00% | 00.0% | Unchanged |
| Millstone Evans Group, LLC | 53 | $3.15K | 0.00% | +53 | New |
| GW&K Investment Management, LLC | 44 | $3.00K | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 43 | $2.56K | 0.00% | +43 | New |
| DiNuzzo Private Wealth, Inc. | 35 | $2.18K | 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 |
| Cromwell Holdings LLC | 28 | $1.67K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 27 | $1.60K | 0.00% | +6+28.6% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 25 | $1.49K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 20 | $1.19K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 18 | $1.07K | 0.00% | +18 | New |
| Mather Group, LLC. | 18 | $1.07K | 0.00% | +18 | New |
| UMA Financial Services, Inc. | 17 | $1.01K | 0.00% | +17 | New |
| Capital Advisors, Ltd. LLC | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| Cloud Capital Management, LLC | 22 | $1.00K | 0.00% | +22 | New |