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 |
|---|---|---|---|---|---|
| Pinnacle Wealth Planning Services, Inc. | 2,760 | $210.9K | 0.02% | +318+13.0% | Added |
| Advisor OS, LLC | 2,746 | $209.8K | 0.01% | +2,746 | New |
| IFC Advisors LLC | 2,746 | $209.8K | 0.03% | +2,746 | New |
| Trust Point Inc. | 2,646 | $202.2K | 0.02% | +2,646 | New |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 2,609 | $199.4K | 0.00% | −398−13.2% | Reduced |
| NBT Bank N A | 2,280 | $174.2K | 0.01% | +10.0% | Added |
| Umb Bank N A | 2,038 | $155.7K | 0.00% | +8+0.4% | Added |
| International Assets Investment Management, LLC | 1,869 | $143.3K | 0.01% | +30+1.6% | Added |
| Washington Trust Advisors, Inc. | 1,410 | $107.8K | 0.01% | +7+0.5% | Added |
| First Horizon Corp | 1,337 | $102.2K | 0.00% | +165+14.1% | Added |
| Union Savings Bank | 1,258 | $96.1K | 0.04% | 00.0% | Unchanged |
| Allworth Financial LP | 1,248 | $95.4K | 0.00% | −2,343−65.2% | Reduced |
| Northwestern Mutual Wealth Management Co | 1,171 | $89.5K | 0.00% | −98−7.7% | Reduced |
| GWM Advisors LLC | 1,145 | $87.5K | 0.00% | −3,368−74.6% | Reduced |
| Bessemer Group Inc | 1,127 | $86.0K | 0.00% | −169−13.0% | Reduced |
| Spurstone Advisory Services, LLC | 1,104 | $84.6K | 1.16% | 00.0% | Unchanged |
| Grove Bank & Trust | 1,065 | $81.4K | 0.01% | 00.0% | Unchanged |
| SHP Wealth Management | 1,046 | $79.9K | 0.01% | 00.0% | Unchanged |
| Community Bank, N.A. | 1,015 | $77.6K | 0.01% | +14+1.4% | Added |
| IFP Advisors, Inc | 986 | $75.3K | 0.00% | +180+22.3% | Added |
| Nomura Asset Management Co Ltd | 970 | $74.1K | 0.00% | −750−43.6% | Reduced |
| NBC Securities, Inc. | 946 | $72.3K | 0.00% | +1+0.1% | Added |
| Hartford Financial Management Inc. | 900 | $68.8K | 0.02% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 872 | $66.6K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 812 | $62.1K | 0.00% | +73+9.9% | Added |
| EverSource Wealth Advisors, LLC | 810 | $61.9K | 0.00% | −2,717−77.0% | Reduced |
| Cedar Mountain Advisors, LLC | 799 | $61.1K | 0.01% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 791 | $60.4K | 0.00% | −77−8.9% | Reduced |
| Trust Co of Vermont | 784 | $59.9K | 0.00% | +784 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 739 | $56.5K | 0.00% | 00.0% | Unchanged |
| Los Angeles Capital Management LLC | 720 | $55.0K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 709 | $54.2K | 0.00% | −144−16.9% | Reduced |
| Armstrong Advisory Group, Inc | 682 | $52.1K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 632 | $48.7K | 0.00% | −1,622−72.0% | Reduced |
| V-Square Quantitative Management LLC | 583 | $44.6K | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 563 | $43.0K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 545 | $41.6K | 0.02% | +24+4.6% | Added |
| Quent Capital, LLC | 542 | $41.4K | 0.00% | −143−20.9% | Reduced |
| Rothschild Investment LLC | 489 | $37.4K | 0.00% | −196−28.6% | Reduced |
| Medallion Wealth Advisors, LLC | 441 | $33.7K | 0.01% | −440−49.9% | Reduced |
| New England Capital Financial Advisors LLC | 438 | $33.5K | 0.01% | +1+0.2% | Added |
| Curat Global, LLC | 4,000 | $30.8K | 0.03% | +3,575+841.2% | Added |
| Bangor Savings Bank | 400 | $30.6K | 0.00% | 00.0% | Unchanged |
| Trust Co of Toledo NA | 378 | $28.9K | 0.00% | +378 | New |
| Wolff Wiese Magana LLC | 361 | $27.6K | 0.01% | 00.0% | Unchanged |
| Gill Capital Partners, LLC | 338 | $25.8K | 0.01% | 00.0% | Unchanged |
| Capital Analysts, LLC | 329 | $25.0K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 327 | $25.0K | 0.00% | +75+29.8% | Added |
| Danske Bank A/S | 300 | $22.9K | 0.00% | 00.0% | Unchanged |
| Silicon Valley Capital Partners | 297 | $22.7K | 0.00% | +1+0.3% | Added |
| Massmutual Trust Co FSB | 269 | $20.6K | 0.00% | −1−0.4% | Reduced |
| Ares Financial Consulting, LLC | 248 | $19.0K | 0.01% | 00.0% | Unchanged |
| Simplex Trading, LLC | 242 | $18.5K | 0.00% | +58+31.5% | Added |
| 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 |
| Private Wealth Management Group, LLC | 225 | $17.2K | 0.00% | 00.0% | Unchanged |
| PFS Partners, LLC | 204 | $15.6K | 0.01% | +1+0.5% | Added |
| JFS Wealth Advisors, LLC | 204 | $15.6K | 0.00% | 00.0% | Unchanged |
| Basecamp Wealth Advisors LLC | 201 | $15.4K | 0.00% | −1−0.5% | Reduced |
| CX Institutional | 184 | $14.0K | 0.00% | +2+1.1% | Added |
| Silver Grove Financial Group, Inc. | 166 | $12.7K | 0.01% | +166 | New |
| JPL Wealth Management, LLC | 162 | $12.4K | 0.00% | −11−6.4% | Reduced |
| Barrett & Company, Inc. | 150 | $11.5K | 0.00% | +150 | New |
| Prestige Wealth Management Group LLC | 148 | $11.3K | 0.00% | +5+3.5% | Added |
| Farmers & Merchants Investments Inc | 145 | $11.1K | 0.00% | −5−3.3% | Reduced |
| Central Trust Co | 143 | $10.9K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 142 | $10.9K | 0.00% | −4−2.7% | Reduced |
| Sachetta, LLC | 138 | $10.5K | 0.01% | −8−5.5% | Reduced |
| Huntington National Bank | 136 | $10.4K | 0.00% | +14+11.5% | Added |
| Keating Financial Advisory Services, Inc. | 131 | $10.0K | 0.00% | +5+4.0% | Added |
| Covestor Ltd | 132 | $10.0K | 0.01% | −126−48.8% | Reduced |
| Action Point Financial Planning, LLC | 132 | $9.86K | 0.00% | +132 | New |
| Fortitude Family Office, LLC | 125 | $9.55K | 0.00% | +7+5.9% | Added |
| Ancora Advisors, LLC | 125 | $9.55K | 0.00% | −214−63.1% | Reduced |
| Optiver Holding B.V. | 111 | $8.48K | 0.00% | +111 | New |
| ZRC Wealth Management, LLC | 104 | $7.95K | 0.00% | +104 | New |
| Caitlin John, LLC | 96 | $7.32K | 0.00% | +1+1.1% | Added |
| Private Trust Co NA | 93 | $7.11K | 0.00% | −10−9.7% | Reduced |
| High Note Wealth, LLC | 87 | $6.65K | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 81 | $6.19K | 0.00% | −4−4.7% | Reduced |
| Bravera Wealth | 76 | $5.81K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 70 | $5.35K | 0.00% | −60−46.2% | Reduced |
| Rialto Wealth Management, LLC | 68 | $5.20K | 0.00% | +26+61.9% | Added |
| Torren Management, LLC | 66 | $5.05K | 0.00% | +4+6.5% | Added |
| South State Corp. | 63 | $4.82K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 60 | $4.59K | 0.00% | +2+3.4% | Added |
| Highline Wealth Partners LLC | 59 | $4.51K | 0.00% | −9−13.2% | Reduced |
| Ameriflex Group, Inc. | 57 | $4.36K | 0.00% | +57 | New |
| Millstone Evans Group, LLC | 53 | $4.05K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 60 | $4.00K | 0.00% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 50 | $3.82K | 0.00% | +50 | New |
| Compass Financial Management LLC | 48 | $3.67K | 0.00% | +48 | New |
| Cromwell Holdings LLC | 45 | $3.44K | 0.00% | +17+60.7% | Added |
| Horizon Investments, LLC | 43 | $3.27K | 0.00% | −43−50.0% | Reduced |
| UMA Financial Services, Inc. | 42 | $3.21K | 0.00% | +14+50.0% | Added |
| Cassaday & Co Wealth Management LLC | 41 | $3.13K | 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 |
| GW&K Investment Management, LLC | 44 | $3.00K | 0.00% | 00.0% | Unchanged |