Cadence Bancorporation
CADEDelisted Oct 29, 2021- Industry
- National Commercial Banks
- SEC CIK
- 0001614184
Cadence Bancorporation was delisted on Oct 29, 2021; its insiders filed their last Form 4 on Nov 1, 2021; 245 institutions reported holding it in 13F filings for Q3 2021, worth $2.49B in total; Maverick Capital was the only superinvestor holding it.
13F holders, Q4 2023
Institutional positions in Cadence Bancorporation as of Dec 31, 2023. 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
CADE is no longer listed, and 13F filings after Q3 2021 list far fewer holders. See Q3 2021
- Institutional holders
- 288
- +34 vs. Q3 2023
- Shares held
- 154.6M
- +5.95M (+4.0%) vs. Q3 2023
- Total value
- $4.57B
- +$1.42B (+44.9%) vs. Q3 2023
- New holders
- 47
- 91 more added
- Sold out
- 13
- 92 more reduced
3 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2023: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting CADE 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 | 0 | $0 |
| Q1 2026 | 2 | $234.5K |
| Q4 2025 | 419 | $6.94B |
| Q3 2025 | 400 | $6.13B |
| Q2 2025 | 363 | $5.19B |
| Q1 2025 | 355 | $4.78B |
| Q4 2024 | 338 | $5.36B |
| Q3 2024 | 328 | $4.86B |
| Q2 2024 | 296 | $4.32B |
| Q1 2024 | 283 | $4.43B |
| Q4 2023 | 288 | $4.57B |
| Q3 2023 | 257 | $3.16B |
| Q2 2023 | 267 | $2.91B |
| Q1 2023 | 287 | $2.96B |
| Q4 2022 | 312 | $3.42B |
| Q3 2022 | 311 | $3.51B |
| Q2 2022 | 322 | $3.24B |
| Q1 2022 | 309 | $3.98B |
| Q4 2021 | 311 | $4.08B |
| Q3 2021 | 245 | $2.49B |
| Q2 2021 | 239 | $2.37B |
| Q1 2021 | 233 | $2.33B |
Institutions, Q4 2023
Shares, value and share of portfolio for each institution holding Cadence Bancorporation; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Private Trust Co NA | 1 | $30 | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 7 | $207 | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 8 | $236 | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 12 | $332 | 0.00% | +12 | New |
| Horizon Investments, LLC | 14 | $414 | 0.00% | +14 | New |
| AdvisorNet Financial, Inc | 20 | $592 | 0.00% | +20 | New |
| JJJ Advisors Inc. | 42 | $1.24K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 48 | $1.42K | 0.00% | +7+17.1% | Added |
| Bell Investment Advisors, Inc | 51 | $1.51K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 68 | $2.01K | 0.00% | 00.0% | Unchanged |
| Turtle Creek Wealth Advisors, LLC | 68 | $2.01K | 0.00% | +68 | New |
| Massmutual Trust Co FSB | 75 | $2.22K | 0.00% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 88 | $2.60K | 0.00% | +88 | New |
| Allworth Financial LP | 90 | $2.66K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 92 | $2.71K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 126 | $3.73K | 0.00% | +24+23.5% | Added |
| First Horizon Advisors, Inc. | 144 | $4.28K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 159 | $4.71K | 0.00% | −706−81.6% | Reduced |
| Private Wealth Management Group, LLC | 176 | $5.21K | 0.00% | +176 | New |
| Moisand Fitzgerald Tamayo, LLC | 195 | $5.77K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 215 | $6.00K | 0.00% | −57−21.0% | Reduced |
| Huntington National Bank | 226 | $6.69K | 0.00% | 00.0% | Unchanged |
| Pinnacle Financial Partners Inc | 300 | $8.88K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 382 | $11.3K | 0.00% | +360+1,636.4% | Added |
| Bessemer Group Inc | 403 | $12.0K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 406 | $12.0K | 0.00% | 00.0% | Unchanged |
| EntryPoint Capital, LLC | 449 | $13.3K | 0.01% | +449 | New |
| Parallel Advisors, LLC | 453 | $13.4K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 508 | $13.5K | 0.00% | +508 | New |
| Abound Wealth Management | 515 | $15.2K | 0.01% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 542 | $16.0K | 0.00% | −6,155−91.9% | Reduced |
| Parkside Financial Bank & Trust | 551 | $16.3K | 0.00% | +52+10.4% | Added |
| Lindbrook Capital, LLC | 687 | $20.3K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 696 | $20.6K | 0.00% | 00.0% | Unchanged |
| Castleview Partners, LLC | 763 | $22.6K | 0.02% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 800 | $23.0K | 0.03% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 794 | $23.5K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 796 | $23.6K | 0.01% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 951 | $28.1K | 0.00% | −903−48.7% | Reduced |
| Advisors Asset Management, Inc. | 1,040 | $30.8K | 0.00% | +2+0.2% | Added |
| Wolverine Asset Management LLC | 1,052 | $31.1K | 0.00% | +952+952.0% | Added |
| Fifth Third Bancorp | 1,134 | $33.6K | 0.00% | −317−21.8% | Reduced |
| Householder Group Estate & Retirement Specialist, LLC | 1,166 | $34.0K | 0.01% | 00.0% | Unchanged |
| Founders Capital Management | 1,200 | $35.5K | 0.03% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 1,270 | $37.6K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 1,364 | $40.0K | 0.00% | −807−37.2% | Reduced |
| State of Wyoming | 1,651 | $48.9K | 0.01% | +1,651 | New |
| Ci Investments Inc. | 1,775 | $53.0K | 0.00% | +145+8.9% | Added |
| Missouri Trust & Investment Co | 2,000 | $59.2K | 0.02% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 64,643 | $69.0K | 0.00% | +5,485+9.3% | Added |
| Public Employees Retirement System of Ohio | 2,371 | $70.2K | 0.00% | +143+6.4% | Added |
| Citizens National Bank Trust Department | 2,422 | $71.7K | 0.02% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 2,612 | $77.3K | 0.00% | −4−0.2% | Reduced |
| Ronald Blue Trust, Inc. | 3,765 | $80.0K | 0.00% | +91+2.5% | Added |
| KBC Group NV | 3,425 | $101.0K | 0.00% | +886+34.9% | Added |
| Lazard Asset Management LLC | 3,636 | $107.0K | 0.00% | −7,272−66.7% | Reduced |
| DekaBank Deutsche Girozentrale | 3,636 | $109.0K | 0.00% | −7,272−66.7% | Reduced |
| US Bancorp | 3,734 | $110.5K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 4,749 | $141.0K | 0.10% | −3,534−42.7% | Reduced |
| Horrell Capital Management, Inc. | 5,029 | $149.0K | 0.04% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 5,095 | $150.8K | 0.01% | +1,528+42.8% | Added |
| Bartlett & Co. LLC | 5,000 | $152.0K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 5,000 | $152.1K | 0.00% | 00.0% | Unchanged |
| Bollard Group LLC | 5,272 | $156.0K | 0.01% | +57+1.1% | Added |
| Northwestern Mutual Wealth Management Co | 6,488 | $192.0K | 0.00% | −3,124−32.5% | Reduced |
| Shell Asset Management Co | 6,535 | $193.0K | 0.01% | −1,914−22.7% | Reduced |
| Moody Lynn & Lieberson, LLC | 6,915 | $204.6K | 0.02% | +6,915 | New |
| Guggenheim Capital LLC | 7,055 | $208.8K | 0.00% | +7,055 | New |
| Teton Advisors, Inc. | 7,200 | $213.0K | 0.07% | +7,200 | New |
| Verition Fund Management LLC | 7,224 | $213.8K | 0.00% | −161,208−95.7% | Reduced |
| Oppenheimer Asset Management Inc. | 7,311 | $216.3K | 0.00% | +7,311 | New |
| Precedent Wealth Partners, LLC | 7,539 | $223.1K | 0.11% | +7,539 | New |
| Advisor Group Holdings, Inc. | 7,675 | $227.1K | 0.00% | −5,174−40.3% | Reduced |
| CBOE Vest Financial, LLC | 7,783 | $230.3K | 0.01% | +7,783 | New |
| Shelton Capital Management | 7,872 | $232.9K | 0.01% | +7,872 | New |
| Avantax Planning Partners, Inc. | 7,913 | $234.1K | 0.01% | +7,913 | New |
| Park Place Capital Corp | 7,989 | $236.4K | 0.09% | +2,242+39.0% | Added |
| United Capital Financial Advisers, LLC | 8,126 | $240.4K | 0.00% | +8,126 | New |
| Financial Advisory Group | 8,450 | $250.0K | 0.05% | +8,450 | New |
| GTS Securities LLC | 8,451 | $250.1K | 0.01% | +8,451 | New |
| SG Americas Securities, LLC | 8,619 | $255.0K | 0.00% | −74,280−89.6% | Reduced |
| Stonegate Investment Group, LLC | 8,726 | $258.2K | 0.01% | +8,726 | New |
| CIBC Private Wealth Group, LLC | 8,770 | $259.5K | 0.00% | +8,770 | New |
| Patton Albertson Miller Group, LLC | 8,775 | $259.7K | 0.04% | +8,775 | New |
| RFG Advisory, LLC | 8,916 | $263.8K | 0.01% | +8,916 | New |
| CM Management, LLC | 10,000 | $295.9K | 0.24% | 00.0% | Unchanged |
| Regions Financial Corp | 10,056 | $297.6K | 0.00% | 00.0% | Unchanged |
| Advisor Resource Council | 10,348 | $306.2K | 0.04% | +10,348 | New |
| Rockefeller Capital Management L.P. | 10,351 | $306.3K | 0.00% | +258+2.6% | Added |
| Metropolitan Life Insurance Co | 10,494 | $310.5K | 0.01% | 00.0% | Unchanged |
| Eukles Asset Management | 10,949 | $324.0K | 0.15% | −75−0.7% | Reduced |
| Mackenzie Financial Corp | 11,334 | $335.4K | 0.00% | 00.0% | Unchanged |
| Commerce Bank | 11,346 | $335.7K | 0.00% | −104−0.9% | Reduced |
| Firethorn Wealth Partners, LLC | 11,439 | $338.5K | 0.22% | −5,156−31.1% | Reduced |
| AlphaMark Advisors, LLC | 11,482 | $340.0K | 0.13% | +728+6.8% | Added |
| Balentine LLC | 12,000 | $355.1K | 0.01% | +12,000 | New |
| XTX Topco Ltd | 12,375 | $366.2K | 0.08% | +12,375 | New |
| United Services Automobile Association | 12,695 | $375.6K | 0.01% | 00.0% | Unchanged |
| Crossmark Global Holdings, Inc. | 13,067 | $387.0K | 0.01% | −274−2.1% | Reduced |
| Harrell Investment Partners, LLC | 13,455 | $398.1K | 0.12% | 00.0% | Unchanged |