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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.

Institutional holdersQ1 2025: 355 institutions
Q1 2021: 233 institutionsQ2 2021: 239 institutionsQ3 2021: 245 institutionsQ4 2021: 311 institutionsQ1 2022: 309 institutionsQ2 2022: 322 institutionsQ3 2022: 311 institutionsQ4 2022: 312 institutionsQ1 2023: 287 institutionsQ2 2023: 267 institutionsQ3 2023: 257 institutionsQ4 2023: 288 institutionsQ1 2024: 283 institutionsQ2 2024: 296 institutionsQ3 2024: 328 institutionsQ4 2024: 338 institutionsQ1 2025: 355 institutionsQ2 2025: 363 institutionsQ3 2025: 400 institutionsQ4 2025: 419 institutionsQ1 2026: 2 institutionsQ2 2026: 0 institutions
Value heldQ1 2025: $4.78B
Q1 2021: $2.33BQ2 2021: $2.37BQ3 2021: $2.49BQ4 2021: $4.08BQ1 2022: $3.98BQ2 2022: $3.24BQ3 2022: $3.51BQ4 2022: $3.42BQ1 2023: $2.96BQ2 2023: $2.91BQ3 2023: $3.16BQ4 2023: $4.57BQ1 2024: $4.43BQ2 2024: $4.32BQ3 2024: $4.86BQ4 2024: $5.36BQ1 2025: $4.78BQ2 2025: $5.19BQ3 2025: $6.13BQ4 2025: $6.94BQ1 2026: $234.5KQ2 2026: $0
Institutions holding CADE and their total value by quarter
QuarterHoldersValue
Q2 20260$0
Q1 20262$234.5K
Q4 2025419$6.94B
Q3 2025400$6.13B
Q2 2025363$5.19B
Q1 2025355$4.78B
Q4 2024338$5.36B
Q3 2024328$4.86B
Q2 2024296$4.32B
Q1 2024283$4.43B
Q4 2023288$4.57B
Q3 2023257$3.16B
Q2 2023267$2.91B
Q1 2023287$2.96B
Q4 2022312$3.42B
Q3 2022311$3.51B
Q2 2022322$3.24B
Q1 2022309$3.98B
Q4 2021311$4.08B
Q3 2021245$2.49B
Q2 2021239$2.37B
Q1 2021233$2.33B

Institutions, Q1 2025

Shares, value and share of portfolio for each institution holding Cadence Bancorporation; share changes are against Q4 2024.

Institutions holding CADE in Q1 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Lindbrook Capital, LLC687$20.9K0.00%00.0%Unchanged
Harbor Capital Advisors, Inc.634$19.0K0.00%+162+34.3%Added
Covestor Ltd606$19.0K0.01%+258+74.1%Added
Farther Finance Advisors, LLC552$16.8K0.00%+7+1.3%Added
Skopos Labs, Inc.521$15.8K0.00%−233−30.9%Reduced
BankPlus Trust Department500$15.2K0.01%00.0%Unchanged
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.500$15.2K0.00%+500New
J.Safra Asset Management Corp484$14.7K0.00%+27+5.9%Added
Parallel Advisors, LLC467$14.2K0.00%−17−3.5%Reduced
Simplex Trading, LLC490$14.0K0.00%+490New
Marshall & Sterling Wealth Advisors Inc.334$10.1K0.01%00.0%Unchanged
Boston Private Wealth LLC322$9.78K0.00%+322New
Rosenberg Matthew Hamilton313$9.50K0.00%00.0%Unchanged
Hantz Financial Services, Inc.281$9.00K0.00%+91+47.9%Added
Richardson Capital Management LLC295$8.96K0.01%+295New
Huntington National Bank263$7.98K0.00%00.0%Unchanged
Rothschild Investment LLC260$7.89K0.00%+30+13.0%Added
Atala Financial Inc257$7.80K0.01%00.0%Unchanged
Accredited Wealth Management, LLC250$7.66K0.01%+250New
Allworth Financial LP225$6.54K0.00%+135+150.0%Added
Moisand Fitzgerald Tamayo, LLC195$5.92K0.00%00.0%Unchanged
Private Wealth Management Group, LLC176$5.34K0.00%00.0%Unchanged
Hemington Wealth Management177$5.00K0.00%+17+10.6%Added
Quadrant Capital Group LLC159$4.83K0.00%00.0%Unchanged
High Note Wealth, LLC155$4.71K0.00%00.0%Unchanged
First Horizon Advisors, Inc.133$4.06K0.00%00.0%Unchanged
JFS Wealth Advisors, LLC130$3.95K0.00%00.0%Unchanged
Farmers & Merchants Investments Inc126$3.83K0.00%+58+85.3%Added
Amundi136$3.75K0.00%+31+29.5%Added
Massmutual Trust Co FSB98$2.98K0.00%00.0%Unchanged
Quent Capital, LLC92$2.78K0.00%00.0%Unchanged
GWM Advisors LLC72$2.19K0.00%00.0%Unchanged
Stephens Consulting, LLC60$1.82K0.00%+60New
NewSquare Capital LLC58$1.76K0.00%+58New
Principal Securities, Inc.51$1.76K0.00%00.0%Unchanged
Creative Financial Designs Inc54$1.64K0.00%+54New
Bell Investment Advisors, Inc51$1.55K0.00%00.0%Unchanged
Activest Wealth Management47$1.43K0.00%+47New
Hughes Financial Services, LLC46$1.40K0.00%+46New
Assetmark, Inc46$1.40K0.00%00.0%Unchanged
SJS Investment Consulting Inc.42$1.28K0.00%00.0%Unchanged
Global Financial Private Client, LLC22$6680.00%+12+120.0%Added
Bare Financial Services, Inc21$6380.00%+21New
IFP Advisors, Inc0$5460.00%0Unchanged
American Capital Advisory, LLC17$5170.00%+17New
Private Trust Co NA17$5160.00%+16+1,600.0%Added
WealthTrak Capital Management LLC15$4560.00%00.0%Unchanged
Bruce G. Allen Investments, LLC15$4550.00%00.0%Unchanged
AdvisorNet Financial, Inc13$3950.00%+13New
Principia Wealth Advisory, LLC12$3460.00%+12New
True Wealth Design, LLC11$3340.00%+11New
Clearstead Advisors, LLC7$2130.00%+7New
Bay Harbor Wealth Management, LLC6$1820.00%+6New
HFM Investment Advisors, LLC4$1220.00%+4New
Parkworth Wealth Management, Inc.4$1210.00%00.0%Unchanged
Healthcare of Ontario Pension Plan Trust Fund0$00.00%−152,400−100.0%Sold out
Stieven Capital Advisors, L.P.0$00.00%−124,068−100.0%Sold out
Algert Global LLC0$00.00%−83,163−100.0%Sold out
Jackson Creek Investment Advisors LLC0$00.00%−43,161−100.0%Sold out
Pacer Advisors, Inc.0$00.00%−26,481−100.0%Sold out
Nomura Holdings Inc0$00.00%−24,243−100.0%Sold out
Academy Capital Management Inc0$00.00%−20,950−100.0%Sold out
Harvest Investment Services, LLC0$00.00%−19,661−100.0%Sold out
Toroso Investments, LLC0$00.00%−15,041−100.0%Sold out
RSM US Wealth Management LLC0$00.00%−10,092−100.0%Sold out
Farringdon Capital, Ltd.0$00.00%−9,186−100.0%Sold out
Avantax Planning Partners, Inc.0$00.00%−7,913−100.0%Sold out
Emerald Mutual Fund Advisers Trust0$00.00%−7,371−100.0%Sold out
Schroder Investment Management Group0$00.00%−7,248−100.0%Sold out
Shelton Capital Management0$00.00%−6,885−100.0%Sold out
Callahan Advisors, LLC0$00.00%−6,540−100.0%Sold out
Teton Advisors, Inc.0$00.00%−6,500−100.0%Sold out
Fayez Sarofim & Co0$00.00%−6,435−100.0%Sold out
Davis Investment Partners, LLC0$00.00%−6,606−100.0%Sold out
Integrated Wealth Concepts LLC0$00.00%−6,398−100.0%Sold out
Fifth Third Wealth Advisors LLC0$00.00%−6,334−100.0%Sold out
Americana Partners, LLC0$00.00%−6,300−100.0%Sold out
Journey Strategic Wealth LLC0$00.00%−6,241−100.0%Sold out
MML Investors Services, LLC0$00.00%−6,208−100.0%Sold out
Caitong International Asset Management Co., Ltd0$00.00%−2,088−100.0%Sold out
PEAK6 LLC0$00.00%−1,011−100.0%Sold out
Keystone Financial Group, Inc.0$00.00%−889−100.0%Sold out
FNY Investment Advisers, LLC0$00.00%−800−100.0%Sold out
Castleview Partners, LLC0$00.00%−763−100.0%Sold out
Headlands Technologies LLC0$00.00%−603−100.0%Sold out
Group One Trading, L.P.0$00.00%−500−100.0%Sold out
SRS Capital Advisors, Inc.0$00.00%−383−100.0%Sold out
Eagle Bay Advisors LLC0$00.00%−260−100.0%Sold out
R Squared Ltd0$00.00%−30−100.0%Sold out
Riverview Trust Co0$00.00%−28−100.0%Sold out
Lee Danner & Bass Inc0$00.00%−22−100.0%Sold out
Financial Management Professionals, Inc.0$00.00%−2−100.0%Sold out
Nuveen Asset Management, LLC––––Not filed
Global Retirement Partners, LLC––––Not filed
Cassady Schiller Wealth Management, LLC––––Not filed