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 |
|---|---|---|---|---|---|
| Curat Global, LLC | 4,000 | $30.8K | 0.03% | +3,575+841.2% | Added |
| New England Capital Financial Advisors LLC | 438 | $33.5K | 0.01% | +1+0.2% | Added |
| Medallion Wealth Advisors, LLC | 441 | $33.7K | 0.01% | −440−49.9% | Reduced |
| Rothschild Investment LLC | 489 | $37.4K | 0.00% | −196−28.6% | Reduced |
| Quent Capital, LLC | 542 | $41.4K | 0.00% | −143−20.9% | Reduced |
| WPG Advisers, LLC | 545 | $41.6K | 0.02% | +24+4.6% | Added |
| Atlas Capital Advisors LLC | 563 | $43.0K | 0.00% | 00.0% | Unchanged |
| V-Square Quantitative Management LLC | 583 | $44.6K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 632 | $48.7K | 0.00% | −1,622−72.0% | Reduced |
| Armstrong Advisory Group, Inc | 682 | $52.1K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 709 | $54.2K | 0.00% | −144−16.9% | Reduced |
| Los Angeles Capital Management LLC | 720 | $55.0K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 739 | $56.5K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 784 | $59.9K | 0.00% | +784 | New |
| Farther Finance Advisors, LLC | 791 | $60.4K | 0.00% | −77−8.9% | Reduced |
| Cedar Mountain Advisors, LLC | 799 | $61.1K | 0.01% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 810 | $61.9K | 0.00% | −2,717−77.0% | Reduced |
| Assetmark, Inc | 812 | $62.1K | 0.00% | +73+9.9% | Added |
| Brown Brothers Harriman & Co | 872 | $66.6K | 0.00% | 00.0% | Unchanged |
| Hartford Financial Management Inc. | 900 | $68.8K | 0.02% | 00.0% | Unchanged |
| NBC Securities, Inc. | 946 | $72.3K | 0.00% | +1+0.1% | Added |
| Nomura Asset Management Co Ltd | 970 | $74.1K | 0.00% | −750−43.6% | Reduced |
| IFP Advisors, Inc | 986 | $75.3K | 0.00% | +180+22.3% | Added |
| Community Bank, N.A. | 1,015 | $77.6K | 0.01% | +14+1.4% | Added |
| SHP Wealth Management | 1,046 | $79.9K | 0.01% | 00.0% | Unchanged |
| Grove Bank & Trust | 1,065 | $81.4K | 0.01% | 00.0% | Unchanged |
| Spurstone Advisory Services, LLC | 1,104 | $84.6K | 1.16% | 00.0% | Unchanged |
| Bessemer Group Inc | 1,127 | $86.0K | 0.00% | −169−13.0% | Reduced |
| GWM Advisors LLC | 1,145 | $87.5K | 0.00% | −3,368−74.6% | Reduced |
| Northwestern Mutual Wealth Management Co | 1,171 | $89.5K | 0.00% | −98−7.7% | Reduced |
| Allworth Financial LP | 1,248 | $95.4K | 0.00% | −2,343−65.2% | Reduced |
| Union Savings Bank | 1,258 | $96.1K | 0.04% | 00.0% | Unchanged |
| First Horizon Corp | 1,337 | $102.2K | 0.00% | +165+14.1% | Added |
| Washington Trust Advisors, Inc. | 1,410 | $107.8K | 0.01% | +7+0.5% | Added |
| International Assets Investment Management, LLC | 1,869 | $143.3K | 0.01% | +30+1.6% | Added |
| Umb Bank N A | 2,038 | $155.7K | 0.00% | +8+0.4% | Added |
| NBT Bank N A | 2,280 | $174.2K | 0.01% | +10.0% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 2,609 | $199.4K | 0.00% | −398−13.2% | Reduced |
| Trust Point Inc. | 2,646 | $202.2K | 0.02% | +2,646 | New |
| Advisor OS, LLC | 2,746 | $209.8K | 0.01% | +2,746 | New |
| IFC Advisors LLC | 2,746 | $209.8K | 0.03% | +2,746 | New |
| Pinnacle Wealth Planning Services, Inc. | 2,760 | $210.9K | 0.02% | +318+13.0% | Added |
| Versant Capital Management, Inc | 2,770 | $211.7K | 0.02% | −131−4.5% | Reduced |
| Longboard Asset Management, LP | 2,792 | $213.4K | 3.58% | +2,792 | New |
| Rossmore Private Capital | 2,850 | $217.8K | 0.02% | +2,850 | New |
| Lionshead Wealth Management, LLC | 2,869 | $219.2K | 0.14% | +2,869 | New |
| HighMark Wealth Management LLC | 2,914 | $222.7K | 0.07% | +16+0.6% | Added |
| Wealth Effects LLC | 2,920 | $223.2K | 0.06% | −131−4.3% | Reduced |
| M.E. Allison & Co., Inc. | 2,928 | $223.8K | 0.13% | 00.0% | Unchanged |
| OpenArc Corporate Advisory, LLC | 2,971 | $227.0K | 0.00% | −466−13.6% | Reduced |
| DV Trading LLC | 3,000 | $229.3K | 0.02% | +3,000 | New |
| LRI Investments, LLC | 3,033 | $231.8K | 0.02% | 00.0% | Unchanged |
| Concurrent Investment Advisors, LLC | 3,077 | $235.1K | 0.00% | +91+3.0% | Added |
| Laird Norton Trust Company, LLC | 3,079 | $235.3K | 0.00% | −82−2.6% | Reduced |
| Parallel Advisors, LLC | 3,134 | $239.5K | 0.00% | +541+20.9% | Added |
| TCI Wealth Advisors, Inc. | 3,183 | $243.2K | 0.01% | −3−0.1% | Reduced |
| Spears Abacus Advisors LLC | 3,183 | $243.2K | 0.00% | 00.0% | Unchanged |
| Pzena Investment Management LLC | 3,189 | $243.7K | 0.00% | −406,018−99.2% | Reduced |
| Platform Technology Partners | 3,213 | $245.5K | 0.04% | 00.0% | Unchanged |
| Trillium Asset Management, LLC | 3,302 | $252.3K | 0.01% | −92,600−96.6% | Reduced |
| Meeder Advisory Services, Inc. | 3,338 | $255.1K | 0.01% | +315+10.4% | Added |
| Sage Rhino Capital LLC | 3,391 | $259.1K | 0.04% | +15+0.4% | Added |
| STRS Ohio | 3,399 | $259.8K | 0.00% | −434−11.3% | Reduced |
| Resources Management Corp | 3,445 | $263.3K | 0.03% | −3,275−48.7% | Reduced |
| CAPROCK Group, Inc. | 3,487 | $266.5K | 0.01% | +593+20.5% | Added |
| YHB Investment Advisors, Inc. | 3,490 | $266.7K | 0.02% | +3,490 | New |
| Lido Advisors, LLC | 3,574 | $273.2K | 0.00% | +3,574 | New |
| Whittier Trust Co | 3,547 | $275.2K | 0.00% | −1,310−27.0% | Reduced |
| E Fund Management (Hong Kong) Co., Ltd. | 3,684 | $281.5K | 0.09% | +3,684 | New |
| E Fund Management Co., Ltd. | 3,684 | $281.5K | 0.01% | +3,684 | New |
| Douglass Winthrop Advisors, LLC | 3,700 | $282.8K | 0.00% | 00.0% | Unchanged |
| Investmark Advisory Group LLC | 3,705 | $283.1K | 0.11% | −334−8.3% | Reduced |
| PFG Investments, LLC | 3,707 | $283.3K | 0.01% | +18+0.5% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 3,720 | $284.3K | 0.01% | 00.0% | Unchanged |
| Mirabella Financial Services LLP | 3,841 | $293.5K | 0.03% | +3,841 | New |
| Meitav Dash Investments Ltd | 3,860 | $295.0K | 0.00% | +3,860 | New |
| Venture Visionary Partners LLC | 3,873 | $296.0K | 0.01% | 00.0% | Unchanged |
| Vident Advisory, LLC | 3,910 | $298.8K | 0.00% | −126−3.1% | Reduced |
| Mystic Asset Management, Inc. | 3,932 | $300.5K | 0.06% | 00.0% | Unchanged |
| One Charles Private Wealth Services, LLC | 3,954 | $302.1K | 0.07% | −716−15.3% | Reduced |
| SRS Capital Advisors, Inc. | 3,978 | $304.0K | 0.00% | +3,207+416.0% | Added |
| Benin Management CORP | 4,000 | $305.7K | 0.06% | 00.0% | Unchanged |
| Wetzel Investment Advisors, Inc. | 4,000 | $305.7K | 0.11% | 00.0% | Unchanged |
| Cannon Global Investment Management, LLC | 4,000 | $305.7K | 0.92% | +4,000 | New |
| Cambridge Investment Research Advisors, Inc. | 4,001 | $306.0K | 0.00% | −34−0.8% | Reduced |
| Sagewood Asset Management LP | 4,009 | $306.4K | 0.07% | +732+22.3% | Added |
| Beck Mack & Oliver LLC | 4,091 | $312.6K | 0.01% | 00.0% | Unchanged |
| Yorktown Management & Research Co Inc | 4,150 | $317.1K | 0.19% | +4,150 | New |
| Eurizon Capital SGR S.p.A. | 4,209 | $320.9K | 0.00% | +1,380+48.8% | Added |
| RMB Capital Management, LLC | 4,216 | $322.2K | 0.00% | −24,384−85.3% | Reduced |
| Venturi Wealth Management, LLC | 4,216 | $322.2K | 0.01% | 00.0% | Unchanged |
| Kahn Brothers Group Inc | 4,349 | $332.4K | 0.05% | +4,349 | New |
| Anb Bank | 4,369 | $333.9K | 0.12% | −79−1.8% | Reduced |
| Profund Advisors LLC | 4,421 | $337.9K | 0.01% | +83+1.9% | Added |
| CIBC World Markets Inc. | 4,435 | $338.9K | 0.00% | −8,000−64.3% | Reduced |
| South Shore Capital Advisors | 4,554 | $348.0K | 0.23% | +25+0.6% | Added |
| Walleye Trading LLC | 4,556 | $348.2K | 0.00% | −15,462−77.2% | Reduced |
| Maltese Capital Management LLC | 4,575 | $349.6K | 0.06% | −60,457−93.0% | Reduced |
| 1832 Asset Management L.P. | 4,643 | $354.8K | 0.00% | +4,643 | New |
| Guggenheim Capital LLC | 4,714 | $360.2K | 0.00% | +927+24.5% | Added |