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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, Q1 2026

Institutional positions in Webster Financial Corp as of Mar 31, 2026. 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
541
+13 vs. Q4 2025
Shares held
147.1M
+21.0M (+16.7%) vs. Q4 2025
Total value
$10.2B
+$2.26B (+28.5%) vs. Q4 2025
New holders
118
186 more added
Sold out
105
160 more reduced

10 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 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 holdersQ1 2026: 541 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 heldQ1 2026: $10.2B
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, Q1 2026

Shares, value and share of portfolio for each institution holding Webster Financial Corp; share changes are against Q4 2025.

Institutions holding WBS in Q1 2026
InstitutionSharesValue% of portfolioChange in sharesAction
SBI Securities Co., Ltd.1$690.00%00.0%Unchanged
Quaker Wealth Management, LLC1$700.00%+1New
Stone House Investment Management, LLC2$1390.00%00.0%Unchanged
TopTier Wealth Management, LLC3$2080.00%+3New
Dunhill Financial, LLC3$2300.00%00.0%Unchanged
CoreCap Advisors, LLC4$2780.00%00.0%Unchanged
Activest Wealth Management4$2780.00%+4New
GHP Investment Advisors, Inc.5$3480.00%+5New
Transamerica Financial Advisors, Inc.6$4160.00%+6New
Principia Wealth Advisory, LLC6$4170.00%00.0%Unchanged
Vermillion Wealth Management, Inc.7$4860.00%+7New
Cornerstone Planning Group LLC7$5060.00%+7New
Bare Financial Services, Inc8$5550.00%00.0%Unchanged
Signature Equity Partners, LLC8$5550.00%00.0%Unchanged
Seneschal Advisors, LLC8$5560.00%00.0%Unchanged
North Star Investment Management Corp.9$6250.00%00.0%Unchanged
Financial Management Professionals, Inc.10$6940.00%00.0%Unchanged
Annis Gardner Whiting Capital Advisors, LLC10$6950.00%00.0%Unchanged
Hughes Financial Services, LLC11$7640.00%00.0%Unchanged
HFM Investment Advisors, LLC12$8330.00%00.0%Unchanged
Zions Bancorporation, National Association12$8330.00%+12New
Capital Advisors, Ltd. LLC10$1.00K0.00%00.0%Unchanged
Intentional Wealth Strategies, LLC15$1.04K0.00%+15New
MV Capital Management, Inc.15$1.04K0.00%+12+400.0%Added
Bay Harbor Wealth Management, LLC16$1.11K0.00%+3+23.1%Added
Bogart Wealth, LLC16$1.11K0.00%+7+77.8%Added
Mather Group, LLC.18$1.25K0.00%+18New
MCF Advisors LLC20$1.39K0.00%+20New
Harbour Investments, Inc.22$1.53K0.00%−254−92.0%Reduced
Creative Financial Designs Inc24$1.67K0.00%+19+380.0%Added
Thurston, Springer, Miller, Herd & Titak, Inc.25$1.74K0.00%00.0%Unchanged
Investors Research Corp25$1.74K0.00%+25New
Cromwell Holdings LLC28$1.94K0.00%00.0%Unchanged
UMA Financial Services, Inc.28$1.94K0.00%+19+211.1%Added
Hager Investment Management Services, LLC29$2.01K0.00%00.0%Unchanged
Marquette Asset Management, LLC29$2.01K0.00%00.0%Unchanged
First Command Advisory Services, Inc.31$2.15K0.00%00.0%Unchanged
Golden State Wealth Management, LLC31$2.15K0.00%00.0%Unchanged
Park Place Capital Corp32$2.22K0.00%00.0%Unchanged
SJS Investment Consulting Inc.32$2.22K0.00%+16+100.0%Added
DiNuzzo Private Wealth, Inc.35$2.43K0.00%00.0%Unchanged
Kilter Group LLC37$2.57K0.00%+37New
Wealth Preservation Advisors, LLC38$2.64K0.00%+9+31.0%Added
Elequin Capital LP41$2.85K0.00%+41New
Cassaday & Co Wealth Management LLC41$2.85K0.00%+41New
Rialto Wealth Management, LLC42$2.92K0.00%+13+44.8%Added
Whipplewood Advisors, LLC42$2.92K0.00%+42New
GW&K Investment Management, LLC44$3.00K0.00%00.0%Unchanged
Millstone Evans Group, LLC53$3.68K0.00%00.0%Unchanged
Avion Wealth60$4.00K0.00%00.0%Unchanged
Clearstead Advisors, LLC58$4.03K0.00%−594−91.1%Reduced
Torren Management, LLC62$4.31K0.00%−174−73.7%Reduced
South State Corp.63$4.37K0.00%−70−52.6%Reduced
Highline Wealth Partners LLC68$4.72K0.00%+9+15.3%Added
Bravera Wealth76$5.28K0.00%00.0%Unchanged
Horizon Investments, LLC86$5.94K0.00%−75,640−99.9%Reduced
Rossby Financial, LCC85$5.97K0.00%+40+88.9%Added
High Note Wealth, LLC87$6.04K0.00%00.0%Unchanged
Caitlin John, LLC95$6.62K0.00%00.0%Unchanged
Private Trust Co NA103$7.15K0.00%+6+6.2%Added
Fortitude Family Office, LLC118$8.19K0.00%+52+78.8%Added
Huntington National Bank122$8.47K0.00%−5−3.9%Reduced
Keating Financial Advisory Services, Inc.126$8.75K0.00%+22+21.2%Added
True Wealth Design, LLC130$9.03K0.00%+50+62.5%Added
Central Trust Co143$9.93K0.00%00.0%Unchanged
Prestige Wealth Management Group LLC143$9.93K0.00%+3+2.1%Added
South Dakota Investment Council149$10.0K0.00%−2,500−94.4%Reduced
Bell Investment Advisors, Inc146$10.1K0.00%00.0%Unchanged
Sachetta, LLC146$10.1K0.01%+36+32.7%Added
Farmers & Merchants Investments Inc150$10.4K0.00%00.0%Unchanged
Twin Peaks Wealth Advisors, LLC159$11.0K0.00%+159New
JPL Wealth Management, LLC173$12.0K0.00%+173New
Simplex Trading, LLC184$12.8K0.00%+80+76.9%Added
CX Institutional182$13.0K0.00%+182New
Basecamp Wealth Advisors LLC202$14.0K0.00%−1−0.5%Reduced
Advisory Services Network, LLC203$14.1K0.00%+203New
PFS Partners, LLC203$14.1K0.01%00.0%Unchanged
JFS Wealth Advisors, LLC204$14.2K0.00%00.0%Unchanged
Atlantic Trust, LLC225$15.6K0.00%00.0%Unchanged
Private Wealth Management Group, LLC225$15.6K0.00%00.0%Unchanged
United Financial Planning Group LLC240$16.7K0.01%+170+242.9%Added
Owl Creek Wealth Partners LLC240$16.7K0.01%+240New
Ares Financial Consulting, LLC248$17.4K0.01%+194+359.3%Added
Larson Financial Group LLC252$17.5K0.00%+145+135.5%Added
Red Tortoise LLC257$17.8K0.01%00.0%Unchanged
Covestor Ltd258$18.0K0.01%−128−33.2%Reduced
Massmutual Trust Co FSB270$18.7K0.00%−86−24.2%Reduced
Silicon Valley Capital Partners296$20.5K0.00%+2+0.7%Added
Danske Bank A/S300$20.8K0.00%−2,000−87.0%Reduced
Capital Analysts, LLC329$23.0K0.00%+261+383.8%Added
Gill Capital Partners, LLC338$23.5K0.01%+338New
Ancora Advisors, LLC339$23.5K0.00%00.0%Unchanged
Spire Wealth Management339$23.5K0.00%00.0%Unchanged
Wolff Wiese Magana LLC361$25.1K0.01%00.0%Unchanged
Bangor Savings Bank400$27.8K0.00%00.0%Unchanged
Curat Global, LLC425$29.5K0.03%00.0%Unchanged
New England Capital Financial Advisors LLC437$30.4K0.01%+311+246.8%Added
WPG Advisers, LLC521$36.2K0.03%−37−6.6%Reduced
Atlas Capital Advisors LLC563$39.1K0.00%+64+12.8%Added
V-Square Quantitative Management LLC583$40.5K0.00%00.0%Unchanged