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.
| 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, Q4 2025
Shares, value and share of portfolio for each institution holding Webster Financial Corp; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Greenleaf Trust | 5,325 | $335.2K | 0.00% | +41+0.8% | Added |
| CIBC Asset Management Inc | 5,357 | $337.2K | 0.00% | 00.0% | Unchanged |
| Jain Global LLC | 5,358 | $337.2K | 0.00% | +5,358 | New |
| Mitsubishi UFJ Trust & Banking Corp | 5,400 | $339.9K | 0.00% | −1,388−20.4% | Reduced |
| Panagora Asset Management Inc | 5,400 | $339.9K | 0.00% | +100+1.9% | Added |
| Blair William & Co | 5,514 | $347.0K | 0.00% | +102+1.9% | Added |
| Shelton Capital Management | 5,544 | $348.9K | 0.01% | −422−7.1% | Reduced |
| US Bancorp | 5,656 | $356.0K | 0.00% | −169−2.9% | Reduced |
| PharVision Advisers, LLC | 5,696 | $358.5K | 0.18% | +5,696 | New |
| First Manhattan Co | 5,718 | $359.9K | 0.00% | 00.0% | Unchanged |
| 111 Capital | 5,753 | $362.1K | 0.08% | −2,936−33.8% | Reduced |
| Ritholtz Wealth Management | 5,769 | $363.1K | 0.01% | −29−0.5% | Reduced |
| Krilogy Financial LLC | 5,643 | $364.7K | 0.01% | +81+1.5% | Added |
| Aaron Wealth Advisors | 5,848 | $368.1K | 0.02% | +2,330+66.2% | Added |
| North Dakota State Investment Board | 5,926 | $373.0K | 0.01% | +5,926 | New |
| NorthRock Partners, LLC | 5,971 | $375.9K | 0.01% | −6,155−50.8% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 6,065 | $379.8K | 0.00% | +2,049+51.0% | Added |
| Evercore Wealth Management, LLC | 6,224 | $391.7K | 0.01% | +680+12.3% | Added |
| ProShare Advisors LLC | 6,468 | $407.1K | 0.00% | −600−8.5% | Reduced |
| Coldstream Capital Management Inc | 6,531 | $411.1K | 0.01% | −1,332−16.9% | Reduced |
| Kestra Advisory Services, LLC | 6,533 | $411.2K | 0.00% | +187+2.9% | Added |
| Fifth Third Wealth Advisors LLC | 6,624 | $416.9K | 0.01% | +13+0.2% | Added |
| Fox Run Management, L.L.C. | 6,712 | $422.5K | 0.07% | +6,712 | New |
| Resources Management Corp | 6,720 | $423.0K | 0.05% | 00.0% | Unchanged |
| HB Wealth Management, LLC | 6,737 | $424.0K | 0.00% | −1,690−20.1% | Reduced |
| Journey Strategic Wealth LLC | 6,783 | $426.9K | 0.01% | −10.0% | Reduced |
| Forum Financial Management, LP | 6,883 | $433.2K | 0.01% | +20.0% | Added |
| Versor Investments LP | 6,900 | $434.3K | 0.07% | +6,900 | New |
| Glenmede Trust Co NA | 6,945 | $437.1K | 0.00% | +6,945 | New |
| Advisors Asset Management, Inc. | 7,000 | $440.6K | 0.01% | −59−0.8% | Reduced |
| RSM US Wealth Management LLC | 6,954 | $441.8K | 0.01% | +425+6.5% | Added |
| Virtu Financial LLC | 7,060 | $444.0K | 0.02% | −307−4.2% | Reduced |
| Axq Capital, LP | 7,105 | $447.2K | 0.10% | +7,105 | New |
| Signaturefd, LLC | 7,330 | $461.4K | 0.01% | −48−0.7% | Reduced |
| New York Life Investment Management LLC | 7,489 | $471.4K | 0.00% | −9,803−56.7% | Reduced |
| Alps Advisors Inc | 7,493 | $471.6K | 0.00% | +82+1.1% | Added |
| Wedmont Private Capital | 7,325 | $473.1K | 0.02% | −223−3.0% | Reduced |
| Magnetar Financial LLC | 7,572 | $476.6K | 0.00% | −68,048−90.0% | Reduced |
| Hamilton Capital Partners Inc. | 7,688 | $483.9K | 0.02% | −702−8.4% | Reduced |
| Systematic Alpha Investments, LLC | 7,792 | $490.4K | 0.02% | 00.0% | Unchanged |
| Swiss Life Asset Management Ltd | 7,814 | $491.8K | 0.00% | 00.0% | Unchanged |
| Savant Capital, LLC | 7,825 | $492.5K | 0.00% | +755+10.7% | Added |
| Evergreen Capital Management LLC | 7,832 | $492.9K | 0.01% | −1,313−14.4% | Reduced |
| Fiduciary Trust Co | 7,888 | $496.4K | 0.01% | +203+2.6% | Added |
| F/M Investments LLC | 8,035 | $505.7K | 0.02% | 00.0% | Unchanged |
| Silvercrest Asset Management Group LLC | 8,077 | $508.4K | 0.00% | 00.0% | Unchanged |
| Merit Financial Group, LLC | 8,160 | $513.6K | 0.00% | +199+2.5% | Added |
| CIBC World Markets Inc. | 8,179 | $514.8K | 0.00% | +2,744+50.5% | Added |
| Summit Trail Advisors, LLC | 8,186 | $515.2K | 0.01% | +214+2.7% | Added |
| Maryland State Retirement & Pension System | 8,231 | $518.1K | 0.01% | −800−8.9% | Reduced |
| United Capital Financial Advisers, LLC | 8,235 | $518.3K | 0.00% | −1,353−14.1% | Reduced |
| Perigon Wealth Management, LLC | 8,250 | $519.3K | 0.01% | −924−10.1% | Reduced |
| Mirabella Financial Services LLP | 8,295 | $522.1K | 0.05% | +8,295 | New |
| Webster Bank, N. A. | 8,732 | $549.6K | 0.05% | −75−0.9% | Reduced |
| FORA Capital, LLC | 8,751 | $550.8K | 0.07% | +8,751 | New |
| Utah Retirement Systems | 8,844 | $556.6K | 0.01% | 00.0% | Unchanged |
| Pallas Capital Advisors LLC | 8,845 | $556.7K | 0.02% | −261−2.9% | Reduced |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 9,000 | $566.0K | 0.28% | −9,000−50.0% | Reduced |
| Ronald Blue Trust, Inc. | 9,141 | $575.3K | 0.01% | −319−3.4% | Reduced |
| Capital Group Private Client Services, Inc. | 9,272 | $583.6K | 0.01% | 00.0% | Unchanged |
| Lecap Asset Management Ltd | 9,284 | $584.3K | 0.23% | −1,371−12.9% | Reduced |
| Aviva PLC | 9,405 | $592.0K | 0.00% | +4,885+108.1% | Added |
| EP Wealth Advisors, LLC | 9,519 | $599.1K | 0.00% | +9,519 | New |
| Essential Partners LLC | 9,690 | $609.9K | 0.19% | −19−0.2% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 9,785 | $615.9K | 0.02% | +1,653+20.3% | Added |
| Rockefeller Capital Management L.P. | 9,890 | $622.5K | 0.00% | +5,144+108.4% | Added |
| Weiss Asset Management LP | 10,164 | $639.7K | 0.01% | −3,453−25.4% | Reduced |
| Circle Wealth Management, LLC | 10,270 | $646.4K | 0.01% | 00.0% | Unchanged |
| Verdence Capital Advisors LLC | 10,581 | $666.0K | 0.04% | +253+2.4% | Added |
| Ensign Peak Advisors, Inc | 10,601 | $667.2K | 0.00% | −30,215−74.0% | Reduced |
| Founders Capital Management, LLC | 11,079 | $697.3K | 0.10% | 00.0% | Unchanged |
| Ethic Inc. | 11,142 | $701.3K | 0.01% | +4,070+57.6% | Added |
| Sapience Investments, LLC | 11,255 | $708.4K | 2.67% | −20−0.2% | Reduced |
| Securian Asset Management, Inc | 11,754 | $739.8K | 0.03% | −692−5.6% | Reduced |
| Mackenzie Financial Corp | 11,699 | $741.8K | 0.00% | −34,504−74.7% | Reduced |
| Sequoia Financial Advisors, LLC | 11,878 | $747.6K | 0.00% | +4,046+51.7% | Added |
| Sutton Place Investors LLC | 11,897 | $748.8K | 0.41% | −98−0.8% | Reduced |
| Voya Investment Management LLC | 12,113 | $762.4K | 0.00% | −1,769−12.7% | Reduced |
| CI Private Wealth, LLC | 12,173 | $766.9K | 0.00% | +1,064+9.6% | Added |
| Arkadios Wealth Advisors | 12,526 | $788.4K | 0.02% | +116+0.9% | Added |
| Prana Capital Management, LP | 12,550 | $789.9K | 0.03% | +12,550 | New |
| Latitude Advisors, LLC | 12,636 | $795.3K | 0.35% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 12,753 | $803.0K | 0.01% | +11,358+814.2% | Added |
| Toroso Investments, LLC | 12,862 | $809.5K | 0.00% | +534+4.3% | Added |
| HSBC Holdings PLC | 12,994 | $820.5K | 0.00% | −58,726−81.9% | Reduced |
| Colony Group, LLC | 13,196 | $830.6K | 0.00% | +5,377+68.8% | Added |
| ISAM Funds (UK) Ltd | 13,779 | $867.3K | 0.31% | +13,779 | New |
| Voleon Capital Management LP | 14,191 | $893.2K | 0.02% | +2,839+25.0% | Added |
| MML Investors Services, LLC | 14,313 | $900.8K | 0.00% | +1,204+9.2% | Added |
| GWM Advisors LLC | 14,600 | $918.9K | 0.00% | +1,110+8.2% | Added |
| Quadrant Capital Group LLC | 14,666 | $923.1K | 0.03% | +5,370+57.8% | Added |
| Xponance, Inc. | 15,391 | $968.7K | 0.01% | −3,478−18.4% | Reduced |
| TimesSquare Capital Management, LLC | 15,485 | $974.6K | 0.01% | −7,176−31.7% | Reduced |
| Houlihan Financial Resource Group, Ltd. | 15,575 | $980.3K | 0.37% | +15,575 | New |
| Deutsche Bank AG | 15,928 | $1.00M | 0.00% | −633−3.8% | Reduced |
| State of Alaska, Department of Revenue | 16,098 | $1.01M | 0.01% | −1,840−10.3% | Reduced |
| Foundations Investment Advisors, LLC | 16,401 | $1.03M | 0.01% | +113+0.7% | Added |
| CenterBook Partners LP | 16,712 | $1.05M | 0.05% | +7,166+75.1% | Added |
| Patriot Financial Group Insurance Agency, LLC | 16,906 | $1.06M | 0.13% | −377−2.2% | Reduced |
| O'Shaughnessy Asset Management, LLC | 17,758 | $1.12M | 0.01% | +1,366+8.3% | Added |