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 2024
Institutional positions in Cadence Bancorporation as of Dec 31, 2024. 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
- 338
- +13 vs. Q3 2024
- Shares held
- 155.6M
- +3.39M (+2.2%) vs. Q3 2024
- Total value
- $5.36B
- +$514.8M (+10.6%) vs. Q3 2024
- New holders
- 54
- 117 more added
- Sold out
- 41
- 95 more reduced
3 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2024: 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 2024
Shares, value and share of portfolio for each institution holding Cadence Bancorporation; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Private Trust Co NA | 1 | $34 | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 2 | $69 | 0.00% | 00.0% | Unchanged |
| Parkworth Wealth Management, Inc. | 4 | $138 | 0.00% | +4 | New |
| Global Financial Private Client, LLC | 10 | $345 | 0.00% | +10 | New |
| Bruce G. Allen Investments, LLC | 15 | $517 | 0.00% | +15 | New |
| WealthTrak Capital Management LLC | 15 | $517 | 0.00% | +15 | New |
| IFP Advisors, Inc | 0 | $620 | 0.00% | 0 | New |
| Lee Danner & Bass Inc | 22 | $758 | 0.00% | +22 | New |
| Riverview Trust Co | 28 | $965 | 0.00% | +28 | New |
| R Squared Ltd | 30 | $1.03K | 0.00% | +30 | New |
| Cassady Schiller Wealth Management, LLC | 37 | $1.27K | 0.00% | +37 | New |
| SJS Investment Consulting Inc. | 42 | $1.45K | 0.00% | −6−12.5% | Reduced |
| Assetmark, Inc | 46 | $1.58K | 0.00% | +35+318.2% | Added |
| Bell Investment Advisors, Inc | 51 | $1.76K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 51 | $1.76K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 68 | $2.34K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 72 | $2.48K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 92 | $3.15K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 90 | $3.23K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 98 | $3.38K | 0.00% | 00.0% | Unchanged |
| Amundi | 105 | $3.69K | 0.00% | +105 | New |
| JFS Wealth Advisors, LLC | 130 | $4.48K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 133 | $4.60K | 0.00% | −12−8.3% | Reduced |
| Hemington Wealth Management | 160 | $5.00K | 0.00% | +58+56.9% | Added |
| High Note Wealth, LLC | 155 | $5.34K | 0.00% | +155 | New |
| Quadrant Capital Group LLC | 159 | $5.48K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 176 | $6.06K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 195 | $6.72K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 190 | $7.00K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 230 | $7.92K | 0.00% | +30+15.0% | Added |
| Atala Financial Inc | 257 | $8.85K | 0.01% | +257 | New |
| Eagle Bay Advisors LLC | 260 | $9.02K | 0.01% | 00.0% | Unchanged |
| Huntington National Bank | 263 | $9.06K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 313 | $10.8K | 0.00% | 00.0% | Unchanged |
| Marshall & Sterling Wealth Advisors Inc. | 334 | $11.5K | 0.01% | +334 | New |
| Covestor Ltd | 348 | $12.0K | 0.01% | +1+0.3% | Added |
| SRS Capital Advisors, Inc. | 383 | $13.2K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 444 | $15.3K | 0.00% | +444 | New |
| Aster Capital Management (DIFC) Ltd | 452 | $15.6K | 0.01% | +452 | New |
| J.Safra Asset Management Corp | 457 | $15.7K | 0.00% | +128+38.9% | Added |
| Harbor Capital Advisors, Inc. | 472 | $16.0K | 0.00% | +72+18.0% | Added |
| Parallel Advisors, LLC | 484 | $16.7K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 498 | $17.2K | 0.00% | +376+308.2% | Added |
| Group One Trading, L.P. | 500 | $17.2K | 0.00% | +500 | New |
| BankPlus Trust Department | 500 | $17.2K | 0.01% | +500 | New |
| Abound Wealth Management | 515 | $17.7K | 0.01% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 545 | $18.8K | 0.00% | −71−11.5% | Reduced |
| Headlands Technologies LLC | 603 | $20.8K | 0.00% | +603 | New |
| Umb Bank N A | 658 | $22.7K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 687 | $23.7K | 0.00% | 00.0% | Unchanged |
| Castleview Partners, LLC | 763 | $25.7K | 0.01% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 754 | $26.0K | 0.01% | +754 | New |
| V-Square Quantitative Management LLC | 774 | $26.7K | 0.00% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 800 | $27.0K | 0.01% | 00.0% | Unchanged |
| Mather Group, LLC. | 808 | $27.8K | 0.00% | +709+716.2% | Added |
| Bessemer Group Inc | 805 | $28.0K | 0.00% | +256+46.6% | Added |
| Whittier Trust Co | 834 | $28.7K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 874 | $30.1K | 0.00% | −87−9.1% | Reduced |
| Keystone Financial Group, Inc. | 889 | $30.8K | 0.02% | +889 | New |
| PEAK6 LLC | 1,011 | $34.8K | 0.00% | +1,011 | New |
| Versant Capital Management, Inc | 1,020 | $35.1K | 0.01% | +224+28.1% | Added |
| Smartleaf Asset Management LLC | 1,163 | $40.0K | 0.00% | +722+163.7% | Added |
| Founders Capital Management | 1,200 | $41.3K | 0.03% | 00.0% | Unchanged |
| Rise Advisors, LLC | 1,215 | $41.9K | 0.02% | +9+0.7% | Added |
| Nomura Asset Management Co Ltd | 1,270 | $43.8K | 0.00% | 00.0% | Unchanged |
| Pinnacle Financial Partners Inc | 1,750 | $55.7K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 1,620 | $55.8K | 0.00% | +19+1.2% | Added |
| Jones Financial Companies LLLP | 1,718 | $59.2K | 0.00% | +1,617+1,601.0% | Added |
| Parkside Financial Bank & Trust | 1,718 | $59.2K | 0.01% | +1,434+504.9% | Added |
| GAMMA Investing LLC | 1,862 | $64.1K | 0.01% | +301+19.3% | Added |
| Caitong International Asset Management Co., Ltd | 2,088 | $71.9K | 0.07% | +2,088 | New |
| Advisor Group Holdings, Inc. | 2,125 | $73.2K | 0.00% | −591−21.8% | Reduced |
| Steward Partners Investment Advisory, LLC | 2,274 | $78.3K | 0.00% | −478−17.4% | Reduced |
| State of Wyoming | 2,359 | $81.3K | 0.01% | +1,493+172.4% | Added |
| Citizens National Bank Trust Department | 2,422 | $83.4K | 0.02% | 00.0% | Unchanged |
| Ci Investments Inc. | 3,482 | $120.0K | 0.00% | +795+29.6% | Added |
| DekaBank Deutsche Girozentrale | 3,636 | $124.0K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 3,871 | $133.0K | 0.00% | −254−6.2% | Reduced |
| Signaturefd, LLC | 4,797 | $165.3K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 4,836 | $166.6K | 0.00% | −118−2.4% | Reduced |
| Bartlett & Co. Wealth Management LLC | 5,000 | $173.5K | 0.00% | 00.0% | Unchanged |
| Shell Asset Management Co | 5,436 | $187.0K | 0.01% | −19−0.3% | Reduced |
| Bollard Group LLC | 5,448 | $188.0K | 0.01% | +42+0.8% | Added |
| Ronald Blue Trust, Inc. | 5,915 | $203.8K | 0.00% | −920−13.5% | Reduced |
| MML Investors Services, LLC | 6,208 | $214.0K | 0.00% | +6,208 | New |
| Journey Strategic Wealth LLC | 6,241 | $215.0K | 0.01% | +6,241 | New |
| Northwestern Mutual Wealth Management Co | 6,242 | $215.0K | 0.00% | 00.0% | Unchanged |
| Forum Financial Management, LP | 6,278 | $216.3K | 0.00% | +6,278 | New |
| Americana Partners, LLC | 6,300 | $217.0K | 0.01% | 00.0% | Unchanged |
| Fifth Third Wealth Advisors LLC | 6,334 | $218.2K | 0.01% | 00.0% | Unchanged |
| Integrated Wealth Concepts LLC | 6,398 | $220.4K | 0.00% | −2,869−31.0% | Reduced |
| Davis Investment Partners, LLC | 6,606 | $221.4K | 0.09% | 00.0% | Unchanged |
| Fayez Sarofim & Co | 6,435 | $221.7K | 0.00% | 00.0% | Unchanged |
| Teton Advisors, Inc. | 6,500 | $223.9K | 0.11% | −500−7.1% | Reduced |
| Callahan Advisors, LLC | 6,540 | $225.3K | 0.02% | +6,540 | New |
| Public Employees Retirement System of Ohio | 6,592 | $227.1K | 0.00% | −933−12.4% | Reduced |
| Johnson Investment Counsel Inc | 6,739 | $232.2K | 0.00% | 00.0% | Unchanged |
| Neuberger Berman Group LLC | 6,785 | $233.7K | 0.00% | −233−3.3% | Reduced |
| Duncan Williams Asset Management, LLC | 6,817 | $234.8K | 0.09% | +397+6.2% | Added |
| The PNC Financial Services Group, Inc. | 6,826 | $235.2K | 0.00% | +55+0.8% | Added |