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 |
|---|---|---|---|---|---|
| M.E. Allison & Co., Inc. | 2,928 | $203.3K | 0.13% | +2,928 | New |
| Versant Capital Management, Inc | 2,901 | $201.4K | 0.02% | +455+18.6% | Added |
| HighMark Wealth Management LLC | 2,898 | $201.2K | 0.08% | +16+0.6% | Added |
| CAPROCK Group, Inc. | 2,894 | $201.0K | 0.00% | +2,894 | New |
| Eurizon Capital SGR S.p.A. | 2,829 | $193.1K | 0.00% | +2,829 | New |
| Parallel Advisors, LLC | 2,593 | $180.0K | 0.00% | +1,084+71.8% | Added |
| Pinnacle Wealth Planning Services, Inc. | 2,442 | $169.5K | 0.02% | +860+54.4% | Added |
| Tredje AP-fonden | 2,345 | $162.8K | 0.00% | +2,345 | New |
| Whittier Trust Co of Nevada Inc | 2,254 | $158.3K | 0.00% | −113,471−98.1% | Reduced |
| NBT Bank N A | 2,279 | $158.2K | 0.01% | +16+0.7% | Added |
| Umb Bank N A | 2,030 | $140.9K | 0.00% | +147+7.8% | Added |
| State of Wyoming | 1,870 | $129.8K | 0.02% | −735−28.2% | Reduced |
| International Assets Investment Management, LLC | 1,839 | $129.2K | 0.01% | −1,040−36.1% | Reduced |
| Nomura Asset Management Co Ltd | 1,720 | $119.4K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 1,403 | $97.4K | 0.01% | +7+0.5% | Added |
| Root Financial Partners, LLC | 1,354 | $94.0K | 0.00% | +806+147.1% | Added |
| Bessemer Group Inc | 1,296 | $90.0K | 0.00% | −17−1.3% | Reduced |
| Northwestern Mutual Wealth Management Co | 1,269 | $88.1K | 0.00% | −2,140−62.8% | Reduced |
| Union Savings Bank | 1,258 | $87.3K | 0.04% | 00.0% | Unchanged |
| First Horizon Corp | 1,172 | $81.4K | 0.00% | +25+2.2% | Added |
| Spurstone Advisory Services, LLC | 1,104 | $76.6K | 1.31% | 00.0% | Unchanged |
| Grove Bank & Trust | 1,065 | $73.9K | 0.01% | +60+6.0% | Added |
| SHP Wealth Management | 1,046 | $72.6K | 0.01% | 00.0% | Unchanged |
| Community Bank, N.A. | 1,001 | $69.5K | 0.01% | −1−0.1% | Reduced |
| NBC Securities, Inc. | 945 | $65.6K | 0.00% | +124+15.1% | Added |
| Aster Capital Management (DIFC) Ltd | 1,226 | $63.2K | 0.02% | −56−4.4% | Reduced |
| Hartford Financial Management Inc. | 900 | $62.5K | 0.02% | −707−44.0% | Reduced |
| Medallion Wealth Advisors, LLC | 881 | $61.2K | 0.02% | −90−9.3% | Reduced |
| Farther Finance Advisors, LLC | 868 | $61.0K | 0.00% | +308+55.0% | Added |
| Brown Brothers Harriman & Co | 872 | $60.5K | 0.00% | −21−2.4% | Reduced |
| Parkside Financial Bank & Trust | 853 | $59.2K | 0.00% | +96+12.7% | Added |
| IFP Advisors, Inc | 806 | $56.0K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 799 | $55.5K | 0.01% | +799 | New |
| SRS Capital Advisors, Inc. | 771 | $53.5K | 0.00% | +407+111.8% | Added |
| MAI Capital Management | 741 | $51.4K | 0.00% | +616+492.8% | Added |
| 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 |
| Los Angeles Capital Management LLC | 720 | $50.0K | 0.00% | −45,317−98.4% | Reduced |
| Quent Capital, LLC | 685 | $47.6K | 0.00% | −100−12.7% | Reduced |
| Rothschild Investment LLC | 685 | $47.6K | 0.00% | +428+166.5% | Added |
| Armstrong Advisory Group, Inc | 682 | $47.3K | 0.00% | 00.0% | Unchanged |
| V-Square Quantitative Management LLC | 583 | $40.5K | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 563 | $39.1K | 0.00% | +64+12.8% | Added |
| WPG Advisers, LLC | 521 | $36.2K | 0.03% | −37−6.6% | Reduced |
| New England Capital Financial Advisors LLC | 437 | $30.4K | 0.01% | +311+246.8% | Added |
| Curat Global, LLC | 425 | $29.5K | 0.03% | 00.0% | Unchanged |
| Bangor Savings Bank | 400 | $27.8K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 361 | $25.1K | 0.01% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 339 | $23.5K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 339 | $23.5K | 0.00% | 00.0% | Unchanged |
| Gill Capital Partners, LLC | 338 | $23.5K | 0.01% | +338 | New |
| Capital Analysts, LLC | 329 | $23.0K | 0.00% | +261+383.8% | Added |
| Danske Bank A/S | 300 | $20.8K | 0.00% | −2,000−87.0% | Reduced |
| Silicon Valley Capital Partners | 296 | $20.5K | 0.00% | +2+0.7% | Added |
| Massmutual Trust Co FSB | 270 | $18.7K | 0.00% | −86−24.2% | Reduced |
| Covestor Ltd | 258 | $18.0K | 0.01% | −128−33.2% | Reduced |
| Red Tortoise LLC | 257 | $17.8K | 0.01% | 00.0% | Unchanged |
| Larson Financial Group LLC | 252 | $17.5K | 0.00% | +145+135.5% | Added |
| Ares Financial Consulting, LLC | 248 | $17.4K | 0.01% | +194+359.3% | Added |
| United Financial Planning Group LLC | 240 | $16.7K | 0.01% | +170+242.9% | Added |
| Owl Creek Wealth Partners LLC | 240 | $16.7K | 0.01% | +240 | New |
| Atlantic Trust, LLC | 225 | $15.6K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 225 | $15.6K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 204 | $14.2K | 0.00% | 00.0% | Unchanged |
| PFS Partners, LLC | 203 | $14.1K | 0.01% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 203 | $14.1K | 0.00% | +203 | New |
| Basecamp Wealth Advisors LLC | 202 | $14.0K | 0.00% | −1−0.5% | Reduced |
| CX Institutional | 182 | $13.0K | 0.00% | +182 | New |
| Simplex Trading, LLC | 184 | $12.8K | 0.00% | +80+76.9% | Added |
| JPL Wealth Management, LLC | 173 | $12.0K | 0.00% | +173 | New |
| Twin Peaks Wealth Advisors, LLC | 159 | $11.0K | 0.00% | +159 | New |
| Farmers & Merchants Investments Inc | 150 | $10.4K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 146 | $10.1K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 146 | $10.1K | 0.01% | +36+32.7% | Added |
| South Dakota Investment Council | 149 | $10.0K | 0.00% | −2,500−94.4% | Reduced |
| Central Trust Co | 143 | $9.93K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 143 | $9.93K | 0.00% | +3+2.1% | Added |
| True Wealth Design, LLC | 130 | $9.03K | 0.00% | +50+62.5% | Added |
| Keating Financial Advisory Services, Inc. | 126 | $8.75K | 0.00% | +22+21.2% | Added |
| Huntington National Bank | 122 | $8.47K | 0.00% | −5−3.9% | Reduced |
| Fortitude Family Office, LLC | 118 | $8.19K | 0.00% | +52+78.8% | Added |
| Private Trust Co NA | 103 | $7.15K | 0.00% | +6+6.2% | Added |
| Caitlin John, LLC | 95 | $6.62K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 87 | $6.04K | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 85 | $5.97K | 0.00% | +40+88.9% | Added |
| Horizon Investments, LLC | 86 | $5.94K | 0.00% | −75,640−99.9% | Reduced |
| Bravera Wealth | 76 | $5.28K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 68 | $4.72K | 0.00% | +9+15.3% | Added |
| South State Corp. | 63 | $4.37K | 0.00% | −70−52.6% | Reduced |
| Torren Management, LLC | 62 | $4.31K | 0.00% | −174−73.7% | Reduced |
| Clearstead Advisors, LLC | 58 | $4.03K | 0.00% | −594−91.1% | Reduced |
| Avion Wealth | 60 | $4.00K | 0.00% | 00.0% | Unchanged |
| Millstone Evans Group, LLC | 53 | $3.68K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 44 | $3.00K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 42 | $2.92K | 0.00% | +13+44.8% | Added |
| Whipplewood Advisors, LLC | 42 | $2.92K | 0.00% | +42 | New |
| Cassaday & Co Wealth Management LLC | 41 | $2.85K | 0.00% | +41 | New |
| Elequin Capital LP | 41 | $2.85K | 0.00% | +41 | New |
| Wealth Preservation Advisors, LLC | 38 | $2.64K | 0.00% | +9+31.0% | Added |
| Kilter Group LLC | 37 | $2.57K | 0.00% | +37 | New |