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, Q1 2025
Institutional positions in Cadence Bancorporation as of Mar 31, 2025. 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
- 355
- +20 vs. Q4 2024
- Shares held
- 157.2M
- +2.26M (+1.5%) vs. Q4 2024
- Total value
- $4.78B
- −$565.6M (−10.6%) vs. Q4 2024
- New holders
- 57
- 123 more added
- Sold out
- 37
- 100 more reduced
3 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2025
Shares, value and share of portfolio for each institution holding Cadence Bancorporation; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Parkworth Wealth Management, Inc. | 4 | $121 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 4 | $122 | 0.00% | +4 | New |
| Bay Harbor Wealth Management, LLC | 6 | $182 | 0.00% | +6 | New |
| Clearstead Advisors, LLC | 7 | $213 | 0.00% | +7 | New |
| True Wealth Design, LLC | 11 | $334 | 0.00% | +11 | New |
| Principia Wealth Advisory, LLC | 12 | $346 | 0.00% | +12 | New |
| AdvisorNet Financial, Inc | 13 | $395 | 0.00% | +13 | New |
| Bruce G. Allen Investments, LLC | 15 | $455 | 0.00% | 00.0% | Unchanged |
| WealthTrak Capital Management LLC | 15 | $456 | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 17 | $516 | 0.00% | +16+1,600.0% | Added |
| American Capital Advisory, LLC | 17 | $517 | 0.00% | +17 | New |
| IFP Advisors, Inc | 0 | $546 | 0.00% | 0 | Unchanged |
| Bare Financial Services, Inc | 21 | $638 | 0.00% | +21 | New |
| Global Financial Private Client, LLC | 22 | $668 | 0.00% | +12+120.0% | Added |
| SJS Investment Consulting Inc. | 42 | $1.28K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 46 | $1.40K | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 46 | $1.40K | 0.00% | +46 | New |
| Activest Wealth Management | 47 | $1.43K | 0.00% | +47 | New |
| Bell Investment Advisors, Inc | 51 | $1.55K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 54 | $1.64K | 0.00% | +54 | New |
| Principal Securities, Inc. | 51 | $1.76K | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 58 | $1.76K | 0.00% | +58 | New |
| Stephens Consulting, LLC | 60 | $1.82K | 0.00% | +60 | New |
| GWM Advisors LLC | 72 | $2.19K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 92 | $2.78K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 98 | $2.98K | 0.00% | 00.0% | Unchanged |
| Amundi | 136 | $3.75K | 0.00% | +31+29.5% | Added |
| Farmers & Merchants Investments Inc | 126 | $3.83K | 0.00% | +58+85.3% | Added |
| JFS Wealth Advisors, LLC | 130 | $3.95K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 133 | $4.06K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 155 | $4.71K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 159 | $4.83K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 177 | $5.00K | 0.00% | +17+10.6% | Added |
| Private Wealth Management Group, LLC | 176 | $5.34K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 195 | $5.92K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 225 | $6.54K | 0.00% | +135+150.0% | Added |
| Accredited Wealth Management, LLC | 250 | $7.66K | 0.01% | +250 | New |
| Atala Financial Inc | 257 | $7.80K | 0.01% | 00.0% | Unchanged |
| Rothschild Investment LLC | 260 | $7.89K | 0.00% | +30+13.0% | Added |
| Huntington National Bank | 263 | $7.98K | 0.00% | 00.0% | Unchanged |
| Richardson Capital Management LLC | 295 | $8.96K | 0.01% | +295 | New |
| Hantz Financial Services, Inc. | 281 | $9.00K | 0.00% | +91+47.9% | Added |
| Rosenberg Matthew Hamilton | 313 | $9.50K | 0.00% | 00.0% | Unchanged |
| Boston Private Wealth LLC | 322 | $9.78K | 0.00% | +322 | New |
| Marshall & Sterling Wealth Advisors Inc. | 334 | $10.1K | 0.01% | 00.0% | Unchanged |
| Simplex Trading, LLC | 490 | $14.0K | 0.00% | +490 | New |
| Parallel Advisors, LLC | 467 | $14.2K | 0.00% | −17−3.5% | Reduced |
| J.Safra Asset Management Corp | 484 | $14.7K | 0.00% | +27+5.9% | Added |
| BankPlus Trust Department | 500 | $15.2K | 0.01% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 500 | $15.2K | 0.00% | +500 | New |
| Skopos Labs, Inc. | 521 | $15.8K | 0.00% | −233−30.9% | Reduced |
| Farther Finance Advisors, LLC | 552 | $16.8K | 0.00% | +7+1.3% | Added |
| Harbor Capital Advisors, Inc. | 634 | $19.0K | 0.00% | +162+34.3% | Added |
| Covestor Ltd | 606 | $19.0K | 0.01% | +258+74.1% | Added |
| Lindbrook Capital, LLC | 687 | $20.9K | 0.00% | 00.0% | Unchanged |
| Danske Bank A/S | 700 | $21.3K | 0.00% | −16,967−96.0% | Reduced |
| Mather Group, LLC. | 706 | $21.4K | 0.00% | −102−12.6% | Reduced |
| V-Square Quantitative Management LLC | 774 | $23.5K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 786 | $23.9K | 0.01% | +342+77.0% | Added |
| Rise Advisors, LLC | 813 | $24.7K | 0.01% | −402−33.1% | Reduced |
| Whittier Trust Co | 834 | $25.3K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 880 | $26.5K | 0.00% | −283−24.3% | Reduced |
| EverSource Wealth Advisors, LLC | 994 | $30.2K | 0.00% | +120+13.7% | Added |
| Advisor Group Holdings, Inc. | 1,159 | $35.2K | 0.00% | −966−45.5% | Reduced |
| Founders Capital Management | 1,200 | $36.4K | 0.02% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 1,270 | $38.6K | 0.00% | 00.0% | Unchanged |
| Optiver Holding B.V. | 1,314 | $39.9K | 0.00% | +1,314 | New |
| BI Asset Management Fondsmaeglerselskab A/S | 1,303 | $40.0K | 0.00% | +1,303 | New |
| Abound Wealth Management | 1,665 | $50.5K | 0.02% | +1,150+223.3% | Added |
| Umb Bank N A | 1,774 | $53.9K | 0.00% | +1,116+169.6% | Added |
| Fifth Third Bancorp | 1,818 | $55.2K | 0.00% | +198+12.2% | Added |
| Parkside Financial Bank & Trust | 1,820 | $55.3K | 0.01% | +102+5.9% | Added |
| Pinnacle Financial Partners Inc | 1,750 | $60.3K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 2,079 | $63.1K | 0.01% | +1,059+103.8% | Added |
| Steward Partners Investment Advisory, LLC | 2,278 | $69.2K | 0.00% | +4+0.2% | Added |
| Jones Financial Companies LLLP | 2,297 | $69.2K | 0.00% | +579+33.7% | Added |
| Citizens National Bank Trust Department | 2,422 | $73.5K | 0.02% | 00.0% | Unchanged |
| GAMMA Investing LLC | 2,892 | $87.8K | 0.01% | +1,030+55.3% | Added |
| DekaBank Deutsche Girozentrale | 3,636 | $108.0K | 0.00% | 00.0% | Unchanged |
| Ci Investments Inc. | 3,572 | $108.0K | 0.00% | +90+2.6% | Added |
| CX Institutional | 4,031 | $122.0K | 0.00% | +4,031 | New |
| Coldstream Capital Management Inc | 4,549 | $138.1K | 0.00% | +4,549 | New |
| Signaturefd, LLC | 4,797 | $145.6K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 5,000 | $153.2K | 0.00% | 00.0% | Unchanged |
| Shell Asset Management Co | 5,211 | $158.0K | 0.01% | −225−4.1% | Reduced |
| CIBC Private Wealth Group, LLC | 6,320 | $167.0K | 0.00% | −877−12.2% | Reduced |
| Bollard Group LLC | 5,488 | $167.0K | 0.00% | +40+0.7% | Added |
| CWM, LLC | 5,799 | $176.0K | 0.00% | +1,928+49.8% | Added |
| Northwestern Mutual Wealth Management Co | 6,242 | $189.5K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 6,308 | $191.5K | 0.01% | +1,472+30.4% | Added |
| Forum Financial Management, LP | 6,597 | $200.3K | 0.00% | +319+5.1% | Added |
| Public Employees Retirement System of Ohio | 6,611 | $200.7K | 0.00% | +19+0.3% | Added |
| The PNC Financial Services Group, Inc. | 6,613 | $200.8K | 0.00% | −213−3.1% | Reduced |
| Ronald Blue Trust, Inc. | 6,615 | $200.8K | 0.00% | +700+11.8% | Added |
| Duncan Williams Asset Management, LLC | 6,817 | $207.0K | 0.07% | 00.0% | Unchanged |
| Moody Lynn & Lieberson, LLC | 6,915 | $209.9K | 0.01% | 00.0% | Unchanged |
| Advantage Alpha Capital Partners LP | 6,930 | $210.4K | 0.05% | −10,759−60.8% | Reduced |
| Lavaca Capital LLC | 7,154 | $217.2K | 0.10% | 00.0% | Unchanged |
| Johnson Investment Counsel Inc | 7,317 | $222.1K | 0.00% | +578+8.6% | Added |
| GTS Securities LLC | 7,549 | $229.2K | 0.01% | −5,621−42.7% | Reduced |