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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, Q4 2025

Institutional positions in Webster Financial Corp as of Dec 31, 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
538
+34 vs. Q3 2025
Shares held
145.1M
−1.22M (−0.8%) vs. Q3 2025
Total value
$9.14B
+$440.3M (+5.1%) vs. Q3 2025
New holders
84
177 more added
Sold out
50
194 more reduced

11 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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.

Institutional holdersQ4 2025: 538 institutions
Q1 2021: 299 institutionsQ2 2021: 295 institutionsQ3 2021: 292 institutionsQ4 2021: 313 institutionsQ1 2022: 449 institutionsQ2 2022: 441 institutionsQ3 2022: 430 institutionsQ4 2022: 461 institutionsQ1 2023: 458 institutionsQ2 2023: 438 institutionsQ3 2023: 444 institutionsQ4 2023: 479 institutionsQ1 2024: 469 institutionsQ2 2024: 456 institutionsQ3 2024: 439 institutionsQ4 2024: 471 institutionsQ1 2025: 492 institutionsQ2 2025: 498 institutionsQ3 2025: 515 institutionsQ4 2025: 538 institutionsQ1 2026: 541 institutionsQ2 2026: 542 institutions
Value heldQ4 2025: $9.14B
Q1 2021: $4.40BQ2 2021: $4.43BQ3 2021: $4.74BQ4 2021: $4.89BQ1 2022: $8.60BQ2 2022: $6.37BQ3 2022: $6.84BQ4 2022: $7.12BQ1 2023: $5.96BQ2 2023: $5.72BQ3 2023: $6.02BQ4 2023: $7.55BQ1 2024: $7.59BQ2 2024: $6.40BQ3 2024: $6.93BQ4 2024: $8.40BQ1 2025: $7.67BQ2 2025: $8.19BQ3 2025: $8.72BQ4 2025: $9.14BQ1 2026: $10.2BQ2 2026: $11.9B
Institutions holding WBS and their total value by quarter
QuarterHoldersValue
Q2 2026542$11.9B
Q1 2026541$10.2B
Q4 2025538$9.14B
Q3 2025515$8.72B
Q2 2025498$8.19B
Q1 2025492$7.67B
Q4 2024471$8.40B
Q3 2024439$6.93B
Q2 2024456$6.40B
Q1 2024469$7.59B
Q4 2023479$7.55B
Q3 2023444$6.02B
Q2 2023438$5.72B
Q1 2023458$5.96B
Q4 2022461$7.12B
Q3 2022430$6.84B
Q2 2022441$6.37B
Q1 2022449$8.60B
Q4 2021313$4.89B
Q3 2021292$4.74B
Q2 2021295$4.43B
Q1 2021299$4.40B

Institutions, Q4 2025

Shares, value and share of portfolio for each institution holding Webster Financial Corp; share changes are against Q3 2025.

Institutions holding WBS in Q4 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Toronto Dominion Bank1$430.00%+1New
SBI Securities Co., Ltd.1$630.00%−8−88.9%Reduced
Stone House Investment Management, LLC2$1260.00%00.0%Unchanged
MV Capital Management, Inc.3$1890.00%00.0%Unchanged
Dunhill Financial, LLC3$2090.00%+3New
CoreCap Advisors, LLC4$2520.00%00.0%Unchanged
Creative Financial Designs Inc5$3150.00%00.0%Unchanged
Principia Wealth Advisory, LLC6$3780.00%+5+500.0%Added
Bare Financial Services, Inc8$5040.00%00.0%Unchanged
Seneschal Advisors, LLC8$5040.00%+8New
Signature Equity Partners, LLC8$5040.00%+8New
North Star Investment Management Corp.9$5660.00%+9New
Bogart Wealth, LLC9$5660.00%+9New
UMA Financial Services, Inc.9$5670.00%−8−47.1%Reduced
Financial Management Professionals, Inc.10$6290.00%−222−95.7%Reduced
Annis Gardner Whiting Capital Advisors, LLC10$6300.00%+7+233.3%Added
Hughes Financial Services, LLC11$6920.00%00.0%Unchanged
HFM Investment Advisors, LLC12$7560.00%00.0%Unchanged
Bay Harbor Wealth Management, LLC13$8180.00%+2+18.2%Added
Capital Advisors, Ltd. LLC10$1.00K0.00%00.0%Unchanged
Motiv8 Investments LLC17$1.00K0.00%+17New
SJS Investment Consulting Inc.16$1.01K0.00%00.0%Unchanged
Johnson Financial Group, Inc.18$1.13K0.00%00.0%Unchanged
TD Private Client Wealth LLC20$1.26K0.00%00.0%Unchanged
Thurston, Springer, Miller, Herd & Titak, Inc.25$1.57K0.00%00.0%Unchanged
Cromwell Holdings LLC28$1.76K0.00%00.0%Unchanged
Wealth Preservation Advisors, LLC29$1.82K0.00%00.0%Unchanged
Hager Investment Management Services, LLC29$1.82K0.00%00.0%Unchanged
Rialto Wealth Management, LLC29$1.83K0.00%+2+7.4%Added
Marquette Asset Management, LLC29$1.83K0.00%+29New
First Command Advisory Services, Inc.31$1.95K0.00%+31New
Golden State Wealth Management, LLC31$1.95K0.00%+31New
Park Place Capital Corp32$2.01K0.00%+32New
DiNuzzo Private Wealth, Inc.35$2.20K0.00%00.0%Unchanged
Rossby Financial, LCC45$2.83K0.00%+45New
Avion Wealth60$3.00K0.00%−11−15.5%Reduced
GW&K Investment Management, LLC44$3.00K0.00%00.0%Unchanged
Millstone Evans Group, LLC53$3.34K0.00%00.0%Unchanged
Ares Financial Consulting, LLC54$3.40K0.00%+54New
Highline Wealth Partners LLC59$3.71K0.00%00.0%Unchanged
Capital Analysts, LLC68$4.00K0.00%00.0%Unchanged
Fortitude Family Office, LLC66$4.15K0.00%+1+1.5%Added
United Financial Planning Group LLC70$4.41K0.00%+70New
J.Safra Asset Management Corp75$4.72K0.00%+3+4.2%Added
Bravera Wealth76$4.78K0.00%+76New
True Wealth Design, LLC80$5.04K0.00%−190−70.4%Reduced
High Note Wealth, LLC87$5.48K0.00%+7+8.8%Added
Caitlin John, LLC95$5.98K0.00%−3−3.1%Reduced
Private Trust Co NA97$6.11K0.00%00.0%Unchanged
Simplex Trading, LLC104$6.54K0.00%+104New
Keating Financial Advisory Services, Inc.104$6.55K0.00%+104New
Larson Financial Group LLC107$6.74K0.00%+31+40.8%Added
Sachetta, LLC110$6.92K0.00%00.0%Unchanged
Ameriflex Group, Inc.111$6.99K0.00%−111−50.0%Reduced
MAI Capital Management125$7.87K0.00%−31−19.9%Reduced
New England Capital Financial Advisors LLC126$7.91K0.00%+1+0.8%Added
Huntington National Bank127$7.99K0.00%−6−4.5%Reduced
South State Corp.133$8.37K0.00%+70+111.1%Added
Prestige Wealth Management Group LLC140$8.81K0.00%00.0%Unchanged
Elyxium Wealth, LLC142$8.94K0.00%+142New
Central Trust Co143$9.00K0.00%00.0%Unchanged
Bell Investment Advisors, Inc146$9.19K0.00%00.0%Unchanged
Farmers & Merchants Investments Inc150$9.44K0.00%00.0%Unchanged
DV Trading LLC200$12.6K0.00%+200New
PFS Partners, LLC203$12.8K0.01%+1+0.5%Added
Basecamp Wealth Advisors LLC203$12.8K0.00%+203New
JFS Wealth Advisors, LLC204$12.8K0.00%+51+33.3%Added
Peregrine Capital Management LLC210$13.2K0.00%00.0%Unchanged
SageView Advisory Group, LLC210$13.2K0.00%+210New
Private Wealth Management Group, LLC225$14.2K0.00%00.0%Unchanged
Atlantic Trust, LLC225$14.2K0.00%+63+38.9%Added
Torren Management, LLC236$14.9K0.01%+236New
Rothschild Investment LLC257$16.2K0.00%−964−79.0%Reduced
Red Tortoise LLC257$16.2K0.01%00.0%Unchanged
Harbour Investments, Inc.276$17.4K0.00%+6+2.2%Added
Silicon Valley Capital Partners294$18.5K0.00%+2+0.7%Added
Spire Wealth Management339$21.3K0.00%00.0%Unchanged
Ancora Advisors, LLC339$21.3K0.00%+339New
Massmutual Trust Co FSB356$22.4K0.00%−11−3.0%Reduced
Wolff Wiese Magana LLC361$22.7K0.01%00.0%Unchanged
SRS Capital Advisors, Inc.364$22.9K0.00%−64,648−99.4%Reduced
Covestor Ltd386$24.0K0.01%−33−7.9%Reduced
Quarry LP385$24.2K0.00%+193+100.5%Added
Bangor Savings Bank400$25.2K0.00%00.0%Unchanged
Curat Global, LLC425$26.8K0.03%00.0%Unchanged
T. Rowe Price Investment Management, Inc.428$27.0K0.00%00.0%Unchanged
Flagship Harbor Advisors, LLC439$27.6K0.00%+439New
Atlas Capital Advisors LLC499$31.4K0.00%+499New
Root Financial Partners, LLC548$34.5K0.00%+66+13.7%Added
WPG Advisers, LLC558$35.1K0.03%00.0%Unchanged
Farther Finance Advisors, LLC560$35.3K0.00%+159+39.7%Added
V-Square Quantitative Management LLC583$36.7K0.00%+583New
Clearstead Advisors, LLC652$41.0K0.00%+359+122.5%Added
Caitong International Asset Management Co., Ltd674$42.4K0.01%+185+37.8%Added
Armstrong Advisory Group, Inc682$42.9K0.00%00.0%Unchanged
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.739$47.2K0.00%00.0%Unchanged
Parkside Financial Bank & Trust757$47.6K0.00%−6−0.8%Reduced
Trust Co of Vermont784$49.3K0.00%+317+67.9%Added
Quent Capital, LLC785$49.4K0.00%−14−1.8%Reduced
IFP Advisors, Inc806$50.7K0.00%+23+2.9%Added