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 |
|---|---|---|---|---|---|
| LRI Investments, LLC | 3,033 | $190.9K | 0.02% | −19,822−86.7% | Reduced |
| Steward Partners Investment Advisory, LLC | 2,977 | $187.4K | 0.00% | +4+0.1% | Added |
| HighMark Wealth Management LLC | 2,882 | $181.4K | 0.07% | +21+0.7% | Added |
| International Assets Investment Management, LLC | 2,879 | $181.2K | 0.01% | +2,879 | New |
| South Dakota Investment Council | 2,649 | $167.0K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 2,640 | $166.2K | 0.00% | +289+12.3% | Added |
| State of Wyoming | 2,605 | $164.0K | 0.02% | +628+31.8% | Added |
| CWM Advisors, LLC | 2,574 | $162.0K | 0.01% | −14,529−85.0% | Reduced |
| Versant Capital Management, Inc | 2,446 | $154.0K | 0.02% | −106−4.2% | Reduced |
| Central Pacific Bank - Trust Division | 2,422 | $152.4K | 0.02% | −930−27.7% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 2,366 | $149.0K | 0.00% | +689+41.1% | Added |
| Danske Bank A/S | 2,300 | $144.8K | 0.00% | +600+35.3% | Added |
| Meeder Asset Management Inc | 2,267 | $142.7K | 0.01% | +2,267 | New |
| NBT Bank N A | 2,263 | $141.9K | 0.01% | +4+0.2% | Added |
| CIBC Private Wealth Group, LLC | 2,083 | $131.1K | 0.00% | +826+65.7% | Added |
| Bayforest Capital Ltd | 1,952 | $122.9K | 0.09% | −1,762−47.4% | Reduced |
| Umb Bank N A | 1,883 | $118.5K | 0.00% | +32+1.7% | Added |
| Nomura Asset Management Co Ltd | 1,720 | $108.3K | 0.00% | 00.0% | Unchanged |
| Hartford Financial Management Inc. | 1,607 | $101.1K | 0.03% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 1,582 | $99.6K | 0.01% | +1,582 | New |
| Parallel Advisors, LLC | 1,509 | $95.0K | 0.00% | +323+27.2% | Added |
| Washington Trust Advisors, Inc. | 1,396 | $87.9K | 0.01% | +9+0.6% | Added |
| E Fund Management (Hong Kong) Co., Ltd. | 1,267 | $83.6K | 0.03% | +1,267 | New |
| Allworth Financial LP | 1,325 | $83.4K | 0.00% | −87−6.2% | Reduced |
| Bessemer Group Inc | 1,313 | $83.0K | 0.00% | +314+31.4% | Added |
| Hilltop National Bank | 1,291 | $81.3K | 0.02% | −172−11.8% | Reduced |
| Aster Capital Management (DIFC) Ltd | 1,282 | $80.7K | 0.04% | +1,282 | New |
| Union Savings Bank | 1,258 | $79.2K | 0.03% | +1,258 | New |
| First Horizon Corp | 1,147 | $72.2K | 0.00% | −136−10.6% | Reduced |
| Spurstone Advisory Services, LLC | 1,104 | $69.5K | 1.09% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 1,077 | $67.8K | 0.00% | −245−18.5% | Reduced |
| SHP Wealth Management | 1,046 | $65.8K | 0.01% | +1,046 | New |
| Grove Bank & Trust | 1,005 | $63.3K | 0.01% | +158+18.7% | Added |
| Community Bank, N.A. | 1,002 | $63.1K | 0.01% | +539+116.4% | Added |
| Medallion Wealth Advisors, LLC | 971 | $61.1K | 0.02% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 893 | $56.2K | 0.00% | +54+6.4% | Added |
| NBC Securities, Inc. | 821 | $51.7K | 0.00% | −72−8.1% | Reduced |
| Bruce G. Allen Investments, LLC | 810 | $51.0K | 0.03% | −44−5.2% | Reduced |
| IFP Advisors, Inc | 806 | $50.7K | 0.00% | +23+2.9% | Added |
| Quent Capital, LLC | 785 | $49.4K | 0.00% | −14−1.8% | Reduced |
| Trust Co of Vermont | 784 | $49.3K | 0.00% | +317+67.9% | Added |
| Parkside Financial Bank & Trust | 757 | $47.6K | 0.00% | −6−0.8% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 739 | $47.2K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 682 | $42.9K | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 674 | $42.4K | 0.01% | +185+37.8% | Added |
| Clearstead Advisors, LLC | 652 | $41.0K | 0.00% | +359+122.5% | Added |
| V-Square Quantitative Management LLC | 583 | $36.7K | 0.00% | +583 | New |
| Farther Finance Advisors, LLC | 560 | $35.3K | 0.00% | +159+39.7% | Added |
| WPG Advisers, LLC | 558 | $35.1K | 0.03% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 548 | $34.5K | 0.00% | +66+13.7% | Added |
| Atlas Capital Advisors LLC | 499 | $31.4K | 0.00% | +499 | New |
| Flagship Harbor Advisors, LLC | 439 | $27.6K | 0.00% | +439 | New |
| T. Rowe Price Investment Management, Inc. | 428 | $27.0K | 0.00% | 00.0% | Unchanged |
| Curat Global, LLC | 425 | $26.8K | 0.03% | 00.0% | Unchanged |
| Bangor Savings Bank | 400 | $25.2K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 385 | $24.2K | 0.00% | +193+100.5% | Added |
| Covestor Ltd | 386 | $24.0K | 0.01% | −33−7.9% | Reduced |
| SRS Capital Advisors, Inc. | 364 | $22.9K | 0.00% | −64,648−99.4% | Reduced |
| Wolff Wiese Magana LLC | 361 | $22.7K | 0.01% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 356 | $22.4K | 0.00% | −11−3.0% | Reduced |
| Spire Wealth Management | 339 | $21.3K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 339 | $21.3K | 0.00% | +339 | New |
| Silicon Valley Capital Partners | 294 | $18.5K | 0.00% | +2+0.7% | Added |
| Harbour Investments, Inc. | 276 | $17.4K | 0.00% | +6+2.2% | Added |
| Rothschild Investment LLC | 257 | $16.2K | 0.00% | −964−79.0% | Reduced |
| Red Tortoise LLC | 257 | $16.2K | 0.01% | 00.0% | Unchanged |
| Torren Management, LLC | 236 | $14.9K | 0.01% | +236 | New |
| Private Wealth Management Group, LLC | 225 | $14.2K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 225 | $14.2K | 0.00% | +63+38.9% | Added |
| SageView Advisory Group, LLC | 210 | $13.2K | 0.00% | +210 | New |
| Peregrine Capital Management LLC | 210 | $13.2K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 204 | $12.8K | 0.00% | +51+33.3% | Added |
| Basecamp Wealth Advisors LLC | 203 | $12.8K | 0.00% | +203 | New |
| PFS Partners, LLC | 203 | $12.8K | 0.01% | +1+0.5% | Added |
| DV Trading LLC | 200 | $12.6K | 0.00% | +200 | New |
| Farmers & Merchants Investments Inc | 150 | $9.44K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 146 | $9.19K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 143 | $9.00K | 0.00% | 00.0% | Unchanged |
| Elyxium Wealth, LLC | 142 | $8.94K | 0.00% | +142 | New |
| Prestige Wealth Management Group LLC | 140 | $8.81K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 133 | $8.37K | 0.00% | +70+111.1% | Added |
| Huntington National Bank | 127 | $7.99K | 0.00% | −6−4.5% | Reduced |
| New England Capital Financial Advisors LLC | 126 | $7.91K | 0.00% | +1+0.8% | Added |
| MAI Capital Management | 125 | $7.87K | 0.00% | −31−19.9% | Reduced |
| Ameriflex Group, Inc. | 111 | $6.99K | 0.00% | −111−50.0% | Reduced |
| Sachetta, LLC | 110 | $6.92K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 107 | $6.74K | 0.00% | +31+40.8% | Added |
| Keating Financial Advisory Services, Inc. | 104 | $6.55K | 0.00% | +104 | New |
| Simplex Trading, LLC | 104 | $6.54K | 0.00% | +104 | New |
| Private Trust Co NA | 97 | $6.11K | 0.00% | 00.0% | Unchanged |
| Caitlin John, LLC | 95 | $5.98K | 0.00% | −3−3.1% | Reduced |
| High Note Wealth, LLC | 87 | $5.48K | 0.00% | +7+8.8% | Added |
| True Wealth Design, LLC | 80 | $5.04K | 0.00% | −190−70.4% | Reduced |
| Bravera Wealth | 76 | $4.78K | 0.00% | +76 | New |
| J.Safra Asset Management Corp | 75 | $4.72K | 0.00% | +3+4.2% | Added |
| United Financial Planning Group LLC | 70 | $4.41K | 0.00% | +70 | New |
| Fortitude Family Office, LLC | 66 | $4.15K | 0.00% | +1+1.5% | Added |
| Capital Analysts, LLC | 68 | $4.00K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 59 | $3.71K | 0.00% | 00.0% | Unchanged |
| Ares Financial Consulting, LLC | 54 | $3.40K | 0.00% | +54 | New |