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, Q2 2026
Institutional positions in Webster Financial Corp as of Jun 30, 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
- 542
- +7 vs. Q1 2026
- Shares held
- 155.7M
- +8.76M (+6.0%) vs. Q1 2026
- Total value
- $11.9B
- +$1.70B (+16.6%) vs. Q1 2026
- New holders
- 66
- 177 more added
- Sold out
- 59
- 194 more reduced
6 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: 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, Q2 2026
Shares, value and share of portfolio for each institution holding Webster Financial Corp; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| SBI Securities Co., Ltd. | 1 | $76 | 0.00% | 00.0% | Unchanged |
| Downshift Financial, LLC | 1 | $76 | 0.00% | +1 | New |
| Motco | 3 | $229 | 0.00% | +3 | New |
| Dunhill Financial, LLC | 3 | $253 | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 4 | $306 | 0.00% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 4 | $306 | 0.00% | +4 | New |
| CoreCap Advisors, LLC | 5 | $382 | 0.00% | +1+25.0% | Added |
| GHP Investment Advisors, Inc. | 5 | $383 | 0.00% | 00.0% | Unchanged |
| Point Nemo Capital, LLC | 6 | $438 | 0.00% | +6 | New |
| Principia Wealth Advisory, LLC | 6 | $459 | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 6 | $459 | 0.00% | +6 | New |
| Transamerica Financial Advisors, Inc. | 7 | $534 | 0.00% | +1+16.7% | Added |
| Cornerstone Planning Group LLC | 7 | $536 | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 8 | $611 | 0.00% | 00.0% | Unchanged |
| Seneschal Advisors, LLC | 8 | $612 | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 9 | $688 | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 10 | $764 | 0.00% | 00.0% | Unchanged |
| Signature Equity Partners, LLC | 10 | $764 | 0.00% | +2+25.0% | Added |
| MV Capital Management, Inc. | 10 | $765 | 0.00% | −5−33.3% | Reduced |
| Stone House Investment Management, LLC | 11 | $841 | 0.00% | +9+450.0% | Added |
| Continuum Advisory, LLC | 11 | $841 | 0.00% | +11 | New |
| Zions Bancorporation, National Association | 12 | $917 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 12 | $918 | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 14 | $1.07K | 0.00% | +3+27.3% | Added |
| Bay Harbor Wealth Management, LLC | 16 | $1.22K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 18 | $1.38K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 18 | $1.38K | 0.00% | +18 | New |
| MCF Advisors LLC | 20 | $1.53K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 21 | $1.60K | 0.00% | −16−43.2% | Reduced |
| Atlantic Trust, LLC | 23 | $1.76K | 0.00% | −202−89.8% | Reduced |
| Creative Financial Designs Inc | 24 | $1.83K | 0.00% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 25 | $1.91K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 25 | $1.91K | 0.00% | 00.0% | Unchanged |
| Hager Investment Management Services, LLC | 29 | $2.22K | 0.00% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 29 | $2.22K | 0.00% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 31 | $2.37K | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 31 | $2.37K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 32 | $2.44K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 32 | $2.44K | 0.00% | +10+45.5% | Added |
| SJS Investment Consulting Inc. | 33 | $2.52K | 0.00% | +1+3.1% | Added |
| DiNuzzo Private Wealth, Inc. | 35 | $2.67K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 44 | $3.00K | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 41 | $3.13K | 0.00% | −9,649−99.6% | Reduced |
| Elequin Capital LP | 41 | $3.13K | 0.00% | 00.0% | Unchanged |
| Planning Strategies Inc. | 41 | $3.13K | 0.00% | +41 | New |
| Cassaday & Co Wealth Management LLC | 41 | $3.13K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 42 | $3.21K | 0.00% | +14+50.0% | Added |
| Horizon Investments, LLC | 43 | $3.27K | 0.00% | −43−50.0% | Reduced |
| Cromwell Holdings LLC | 45 | $3.44K | 0.00% | +17+60.7% | Added |
| Compass Financial Management LLC | 48 | $3.67K | 0.00% | +48 | New |
| GoalVest Advisory LLC | 50 | $3.82K | 0.00% | +50 | New |
| Avion Wealth | 60 | $4.00K | 0.00% | 00.0% | Unchanged |
| Millstone Evans Group, LLC | 53 | $4.05K | 0.00% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 57 | $4.36K | 0.00% | +57 | New |
| Highline Wealth Partners LLC | 59 | $4.51K | 0.00% | −9−13.2% | Reduced |
| Clearstead Advisors, LLC | 60 | $4.59K | 0.00% | +2+3.4% | Added |
| South State Corp. | 63 | $4.82K | 0.00% | 00.0% | Unchanged |
| Torren Management, LLC | 66 | $5.05K | 0.00% | +4+6.5% | Added |
| Rialto Wealth Management, LLC | 68 | $5.20K | 0.00% | +26+61.9% | Added |
| True Wealth Design, LLC | 70 | $5.35K | 0.00% | −60−46.2% | Reduced |
| Bravera Wealth | 76 | $5.81K | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 81 | $6.19K | 0.00% | −4−4.7% | Reduced |
| High Note Wealth, LLC | 87 | $6.65K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 93 | $7.11K | 0.00% | −10−9.7% | Reduced |
| Caitlin John, LLC | 96 | $7.32K | 0.00% | +1+1.1% | Added |
| ZRC Wealth Management, LLC | 104 | $7.95K | 0.00% | +104 | New |
| Optiver Holding B.V. | 111 | $8.48K | 0.00% | +111 | New |
| Ancora Advisors, LLC | 125 | $9.55K | 0.00% | −214−63.1% | Reduced |
| Fortitude Family Office, LLC | 125 | $9.55K | 0.00% | +7+5.9% | Added |
| Action Point Financial Planning, LLC | 132 | $9.86K | 0.00% | +132 | New |
| Covestor Ltd | 132 | $10.0K | 0.01% | −126−48.8% | Reduced |
| Keating Financial Advisory Services, Inc. | 131 | $10.0K | 0.00% | +5+4.0% | Added |
| Huntington National Bank | 136 | $10.4K | 0.00% | +14+11.5% | Added |
| Sachetta, LLC | 138 | $10.5K | 0.01% | −8−5.5% | Reduced |
| Bell Investment Advisors, Inc | 142 | $10.9K | 0.00% | −4−2.7% | Reduced |
| Central Trust Co | 143 | $10.9K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 145 | $11.1K | 0.00% | −5−3.3% | Reduced |
| Prestige Wealth Management Group LLC | 148 | $11.3K | 0.00% | +5+3.5% | Added |
| Barrett & Company, Inc. | 150 | $11.5K | 0.00% | +150 | New |
| JPL Wealth Management, LLC | 162 | $12.4K | 0.00% | −11−6.4% | Reduced |
| Silver Grove Financial Group, Inc. | 166 | $12.7K | 0.01% | +166 | New |
| CX Institutional | 184 | $14.0K | 0.00% | +2+1.1% | Added |
| Basecamp Wealth Advisors LLC | 201 | $15.4K | 0.00% | −1−0.5% | Reduced |
| JFS Wealth Advisors, LLC | 204 | $15.6K | 0.00% | 00.0% | Unchanged |
| PFS Partners, LLC | 204 | $15.6K | 0.01% | +1+0.5% | Added |
| Private Wealth Management Group, LLC | 225 | $17.2K | 0.00% | 00.0% | Unchanged |
| United Financial Planning Group LLC | 240 | $18.3K | 0.01% | 00.0% | Unchanged |
| Owl Creek Wealth Partners LLC | 240 | $18.3K | 0.01% | 00.0% | Unchanged |
| Simplex Trading, LLC | 242 | $18.5K | 0.00% | +58+31.5% | Added |
| Ares Financial Consulting, LLC | 248 | $19.0K | 0.01% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 269 | $20.6K | 0.00% | −1−0.4% | Reduced |
| Silicon Valley Capital Partners | 297 | $22.7K | 0.00% | +1+0.3% | Added |
| Danske Bank A/S | 300 | $22.9K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 327 | $25.0K | 0.00% | +75+29.8% | Added |
| Capital Analysts, LLC | 329 | $25.0K | 0.00% | 00.0% | Unchanged |
| Gill Capital Partners, LLC | 338 | $25.8K | 0.01% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 361 | $27.6K | 0.01% | 00.0% | Unchanged |
| Trust Co of Toledo NA | 378 | $28.9K | 0.00% | +378 | New |
| Bangor Savings Bank | 400 | $30.6K | 0.00% | 00.0% | Unchanged |