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.
| 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, Q1 2026
Shares, value and share of portfolio for each institution holding Webster Financial Corp; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Armstrong Advisory Group, Inc | 682 | $47.3K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 685 | $47.6K | 0.00% | −100−12.7% | Reduced |
| Rothschild Investment LLC | 685 | $47.6K | 0.00% | +428+166.5% | Added |
| Los Angeles Capital Management LLC | 720 | $50.0K | 0.00% | −45,317−98.4% | Reduced |
| Assetmark, Inc | 739 | $51.3K | 0.00% | −1,901−72.0% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 739 | $51.3K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 741 | $51.4K | 0.00% | +616+492.8% | Added |
| SRS Capital Advisors, Inc. | 771 | $53.5K | 0.00% | +407+111.8% | Added |
| Cedar Mountain Advisors, LLC | 799 | $55.5K | 0.01% | +799 | New |
| IFP Advisors, Inc | 806 | $56.0K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 853 | $59.2K | 0.00% | +96+12.7% | Added |
| Brown Brothers Harriman & Co | 872 | $60.5K | 0.00% | −21−2.4% | Reduced |
| Farther Finance Advisors, LLC | 868 | $61.0K | 0.00% | +308+55.0% | Added |
| Medallion Wealth Advisors, LLC | 881 | $61.2K | 0.02% | −90−9.3% | Reduced |
| Hartford Financial Management Inc. | 900 | $62.5K | 0.02% | −707−44.0% | Reduced |
| Aster Capital Management (DIFC) Ltd | 1,226 | $63.2K | 0.02% | −56−4.4% | Reduced |
| NBC Securities, Inc. | 945 | $65.6K | 0.00% | +124+15.1% | Added |
| Community Bank, N.A. | 1,001 | $69.5K | 0.01% | −1−0.1% | Reduced |
| SHP Wealth Management | 1,046 | $72.6K | 0.01% | 00.0% | Unchanged |
| Grove Bank & Trust | 1,065 | $73.9K | 0.01% | +60+6.0% | Added |
| Spurstone Advisory Services, LLC | 1,104 | $76.6K | 1.31% | 00.0% | Unchanged |
| First Horizon Corp | 1,172 | $81.4K | 0.00% | +25+2.2% | Added |
| Union Savings Bank | 1,258 | $87.3K | 0.04% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 1,269 | $88.1K | 0.00% | −2,140−62.8% | Reduced |
| Bessemer Group Inc | 1,296 | $90.0K | 0.00% | −17−1.3% | Reduced |
| Root Financial Partners, LLC | 1,354 | $94.0K | 0.00% | +806+147.1% | Added |
| Washington Trust Advisors, Inc. | 1,403 | $97.4K | 0.01% | +7+0.5% | Added |
| Nomura Asset Management Co Ltd | 1,720 | $119.4K | 0.00% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 1,839 | $129.2K | 0.01% | −1,040−36.1% | Reduced |
| State of Wyoming | 1,870 | $129.8K | 0.02% | −735−28.2% | Reduced |
| Umb Bank N A | 2,030 | $140.9K | 0.00% | +147+7.8% | Added |
| NBT Bank N A | 2,279 | $158.2K | 0.01% | +16+0.7% | Added |
| Whittier Trust Co of Nevada Inc | 2,254 | $158.3K | 0.00% | −113,471−98.1% | Reduced |
| Tredje AP-fonden | 2,345 | $162.8K | 0.00% | +2,345 | New |
| Pinnacle Wealth Planning Services, Inc. | 2,442 | $169.5K | 0.02% | +860+54.4% | Added |
| Parallel Advisors, LLC | 2,593 | $180.0K | 0.00% | +1,084+71.8% | Added |
| Eurizon Capital SGR S.p.A. | 2,829 | $193.1K | 0.00% | +2,829 | New |
| CAPROCK Group, Inc. | 2,894 | $201.0K | 0.00% | +2,894 | New |
| HighMark Wealth Management LLC | 2,898 | $201.2K | 0.08% | +16+0.6% | Added |
| Versant Capital Management, Inc | 2,901 | $201.4K | 0.02% | +455+18.6% | Added |
| M.E. Allison & Co., Inc. | 2,928 | $203.3K | 0.13% | +2,928 | New |
| Capital International Investors | 3,024 | $205.4K | 0.00% | −4,174,257−99.9% | Reduced |
| Pensionmark Financial Group, LLC | 2,960 | $205.5K | 0.00% | +2,960 | New |
| Concurrent Investment Advisors, LLC | 2,986 | $207.3K | 0.00% | +2,986 | New |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 3,007 | $208.7K | 0.00% | +641+27.1% | Added |
| Meeder Advisory Services, Inc. | 3,023 | $209.9K | 0.01% | +3,023 | New |
| LRI Investments, LLC | 3,033 | $210.6K | 0.02% | 00.0% | Unchanged |
| Wealth Effects LLC | 3,051 | $211.8K | 0.08% | +3,051 | New |
| Modern Wealth Management, LLC | 3,098 | $217.6K | 0.00% | +3,098 | New |
| Laird Norton Trust Company, LLC | 3,161 | $219.4K | 0.00% | +3,161 | New |
| Canandaigua National Corp | 3,168 | $219.9K | 0.02% | +3,168 | New |
| Steward Partners Investment Advisory, LLC | 3,180 | $220.7K | 0.00% | +203+6.8% | Added |
| Spears Abacus Advisors LLC | 3,183 | $221.0K | 0.00% | +3,183 | New |
| TCI Wealth Advisors, Inc. | 3,186 | $221.2K | 0.01% | 00.0% | Unchanged |
| WESPAC Advisors, LLC | 3,195 | $221.8K | 0.12% | +3,195 | New |
| Platform Technology Partners | 3,213 | $223.1K | 0.04% | −328−9.3% | Reduced |
| Sagewood Asset Management LP | 3,277 | $227.5K | 0.07% | +3,277 | New |
| XTX Topco Ltd | 3,334 | $231.4K | 0.00% | −17,446−84.0% | Reduced |
| Sage Rhino Capital LLC | 3,376 | $234.4K | 0.04% | +135+4.2% | Added |
| OpenArc Corporate Advisory, LLC | 3,437 | $238.6K | 0.00% | +3,437 | New |
| EverSource Wealth Advisors, LLC | 3,527 | $244.8K | 0.01% | +22+0.6% | Added |
| Allworth Financial LP | 3,591 | $249.3K | 0.00% | +2,266+171.0% | Added |
| PFG Investments, LLC | 3,689 | $256.1K | 0.01% | −344−8.5% | Reduced |
| Vise Technologies, Inc. | 4,075 | $256.5K | 0.01% | 00.0% | Unchanged |
| Douglass Winthrop Advisors, LLC | 3,700 | $256.9K | 0.00% | 00.0% | Unchanged |
| GTS Securities LLC | 3,707 | $257.3K | 0.01% | +3,707 | New |
| Meiji Yasuda Asset Management Co Ltd. | 3,720 | $258.2K | 0.01% | +19+0.5% | Added |
| Guggenheim Capital LLC | 3,787 | $262.9K | 0.00% | −486−11.4% | Reduced |
| STRS Ohio | 3,833 | $266.1K | 0.00% | −92−2.3% | Reduced |
| Venture Visionary Partners LLC | 3,873 | $268.9K | 0.01% | +9+0.2% | Added |
| Mystic Asset Management, Inc. | 3,932 | $273.0K | 0.06% | −50−1.3% | Reduced |
| Brown Advisory Inc | 3,960 | $274.9K | 0.00% | +3,960 | New |
| Benin Management CORP | 4,000 | $277.7K | 0.06% | 00.0% | Unchanged |
| Wetzel Investment Advisors, Inc. | 4,000 | $277.7K | 0.11% | 00.0% | Unchanged |
| Paragon Capital Management Ltd | 4,020 | $279.1K | 0.06% | −190−4.5% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 4,035 | $280.0K | 0.00% | −138−3.3% | Reduced |
| Vident Advisory, LLC | 4,036 | $280.2K | 0.00% | −99−2.4% | Reduced |
| Investmark Advisory Group LLC | 4,039 | $280.4K | 0.12% | +15+0.4% | Added |
| Beck Mack & Oliver LLC | 4,091 | $284.0K | 0.01% | 00.0% | Unchanged |
| F/M Investments LLC | 5,037 | $289.3K | 0.02% | −2,998−37.3% | Reduced |
| Frec Markets, Inc. | 4,185 | $290.5K | 0.05% | +4,185 | New |
| Atria Investments LLC | 4,209 | $292.2K | 0.00% | −16,006−79.2% | Reduced |
| Venturi Wealth Management, LLC | 4,216 | $292.7K | 0.01% | −91−2.1% | Reduced |
| Bradley Foster & Sargent Inc | 4,300 | $298.5K | 0.00% | 00.0% | Unchanged |
| Evolve Private Wealth, LLC | 4,303 | $298.7K | 0.02% | +473+12.3% | Added |
| Abc Arbitrage SA | 4,327 | $300.4K | 0.04% | +4,327 | New |
| Profund Advisors LLC | 4,338 | $301.1K | 0.01% | −825−16.0% | Reduced |
| Beacon Pointe Advisors, LLC | 4,389 | $304.7K | 0.00% | +4,389 | New |
| Anb Bank | 4,448 | $308.8K | 0.12% | +4,448 | New |
| GWM Advisors LLC | 4,513 | $313.3K | 0.00% | −10,087−69.1% | Reduced |
| South Shore Capital Advisors | 4,529 | $314.4K | 0.23% | +25+0.6% | Added |
| Nomura Holdings Inc | 4,530 | $314.5K | 0.00% | +4,530 | New |
| Sivia Capital Partners, LLC | 4,639 | $322.0K | 0.06% | −40−0.9% | Reduced |
| One Charles Private Wealth Services, LLC | 4,670 | $324.2K | 0.08% | −281−5.7% | Reduced |
| Smartleaf Asset Management LLC | 4,783 | $324.9K | 0.01% | +939+24.4% | Added |
| Emerald Investment Advisers, LLC | 4,716 | $327.4K | 0.03% | +4,716 | New |
| North Dakota State Investment Board | 4,790 | $332.5K | 0.01% | −1,136−19.2% | Reduced |
| Beverly Hills Private Wealth, LLC | 4,857 | $337.2K | 0.06% | −147−2.9% | Reduced |
| Whittier Trust Co | 4,857 | $341.1K | 0.00% | −210,172−97.7% | Reduced |
| SummitTX Capital, L.P. | 5,000 | $347.1K | 0.01% | +5,000 | New |