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, Q2 2025
Institutional positions in Cadence Bancorporation as of Jun 30, 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
- 363
- +12 vs. Q1 2025
- Shares held
- 162.2M
- +5.13M (+3.3%) vs. Q1 2025
- Total value
- $5.19B
- +$420.4M (+8.8%) vs. Q1 2025
- New holders
- 58
- 126 more added
- Sold out
- 46
- 120 more reduced
4 institutions that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2025: 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, Q2 2025
Shares, value and share of portfolio for each institution holding Cadence Bancorporation; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Beacon Capital Management, Inc. | 1 | $30 | 0.00% | +1 | New |
| Quest Partners LLC | 1 | $32 | 0.00% | −44,008−100.0% | Reduced |
| Stephens Consulting, LLC | 1 | $32 | 0.00% | −59−98.3% | Reduced |
| AdvisorNet Financial, Inc | 2 | $64 | 0.00% | −11−84.6% | Reduced |
| True Wealth Design, LLC | 2 | $64 | 0.00% | −9−81.8% | Reduced |
| Bay Harbor Wealth Management, LLC | 6 | $193 | 0.00% | 00.0% | Unchanged |
| Parkworth Wealth Management, Inc. | 7 | $224 | 0.00% | +3+75.0% | Added |
| HFM Investment Advisors, LLC | 12 | $384 | 0.00% | +8+200.0% | Added |
| WealthTrak Capital Management LLC | 15 | $480 | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 15 | $480 | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 17 | $544 | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 21 | $672 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 25 | $800 | 0.00% | −17−40.5% | Reduced |
| Principia Wealth Advisory, LLC | 27 | $863 | 0.00% | +15+125.0% | Added |
| Rialto Wealth Management, LLC | 28 | $896 | 0.00% | +28 | New |
| Fortitude Family Office, LLC | 50 | $1.60K | 0.00% | +50 | New |
| Bell Investment Advisors, Inc | 51 | $1.63K | 0.00% | 00.0% | Unchanged |
| Kestra Investment Management, LLC | 61 | $1.95K | 0.00% | +61 | New |
| Principal Securities, Inc. | 69 | $2.21K | 0.00% | +18+35.3% | Added |
| GWM Advisors LLC | 72 | $2.30K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 88 | $2.81K | 0.00% | +88 | New |
| Avion Wealth | 104 | $3.00K | 0.00% | +104 | New |
| First Horizon Advisors, Inc. | 113 | $3.61K | 0.00% | −20−15.0% | Reduced |
| Riggs Asset Managment Co. Inc. | 119 | $3.81K | 0.00% | +119 | New |
| Assetmark, Inc | 127 | $4.06K | 0.00% | +81+176.1% | Added |
| JFS Wealth Advisors, LLC | 130 | $4.16K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 143 | $4.57K | 0.00% | +17+13.5% | Added |
| High Note Wealth, LLC | 153 | $4.89K | 0.00% | −2−1.3% | Reduced |
| Activest Wealth Management | 160 | $5.12K | 0.00% | +113+240.4% | Added |
| Private Wealth Management Group, LLC | 176 | $5.63K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 207 | $6.00K | 0.00% | +30+16.9% | Added |
| Global Retirement Partners, LLC | 192 | $6.13K | 0.00% | +192 | New |
| Essential Partners LLC | 195 | $6.24K | 0.00% | +195 | New |
| Moisand Fitzgerald Tamayo, LLC | 195 | $6.24K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 203 | $6.49K | 0.00% | −110−35.1% | Reduced |
| Massmutual Trust Co FSB | 210 | $6.72K | 0.00% | +112+114.3% | Added |
| Allworth Financial LP | 225 | $7.20K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 246 | $7.87K | 0.00% | −17−6.5% | Reduced |
| Richardson Capital Management LLC | 295 | $9.43K | 0.00% | 00.0% | Unchanged |
| J.Safra Asset Management Corp | 343 | $11.0K | 0.00% | −141−29.1% | Reduced |
| Twin Peaks Wealth Advisors, LLC | 319 | $11.3K | 0.00% | +319 | New |
| Accredited Wealth Management, LLC | 350 | $11.3K | 0.01% | +100+40.0% | Added |
| Quarry LP | 396 | $12.7K | 0.00% | −390−49.6% | Reduced |
| Rothschild Investment LLC | 450 | $14.4K | 0.00% | +190+73.1% | Added |
| Parallel Advisors, LLC | 453 | $14.5K | 0.00% | −14−3.0% | Reduced |
| Farther Finance Advisors, LLC | 486 | $15.5K | 0.00% | −66−12.0% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 500 | $16.0K | 0.00% | 00.0% | Unchanged |
| BankPlus Trust Department | 500 | $16.0K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 522 | $16.7K | 0.00% | +515+7,357.1% | Added |
| Harbor Capital Advisors, Inc. | 587 | $19.0K | 0.00% | −47−7.4% | Reduced |
| Hantz Financial Services, Inc. | 593 | $19.0K | 0.00% | +312+111.0% | Added |
| Skopos Labs, Inc. | 609 | $19.5K | 0.00% | +88+16.9% | Added |
| Smartleaf Asset Management LLC | 681 | $21.9K | 0.00% | −199−22.6% | Reduced |
| SRS Capital Advisors, Inc. | 768 | $24.6K | 0.00% | +768 | New |
| FNY Investment Advisers, LLC | 800 | $25.0K | 0.01% | +800 | New |
| Rise Advisors, LLC | 821 | $26.3K | 0.01% | +8+1.0% | Added |
| Whittier Trust Co | 834 | $26.7K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 0 | $31.3K | 0.00% | 0 | Unchanged |
| Founders Capital Management | 1,200 | $38.4K | 0.02% | 00.0% | Unchanged |
| Danske Bank A/S | 1,200 | $38.4K | 0.00% | +500+71.4% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 1,303 | $42.0K | 0.00% | 00.0% | Unchanged |
| Optiver Holding B.V. | 1,365 | $43.7K | 0.00% | +51+3.9% | Added |
| Advisor Group Holdings, Inc. | 1,442 | $46.1K | 0.00% | +283+24.4% | Added |
| Umb Bank N A | 1,452 | $46.4K | 0.00% | −322−18.2% | Reduced |
| Fifth Third Bancorp | 1,545 | $49.4K | 0.00% | −273−15.0% | Reduced |
| Abound Wealth Management | 1,665 | $53.2K | 0.02% | 00.0% | Unchanged |
| Pinnacle Financial Partners Inc | 1,750 | $56.0K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 1,772 | $56.7K | 0.00% | −1,120−38.7% | Reduced |
| Parkside Financial Bank & Trust | 1,819 | $58.2K | 0.01% | −1−0.1% | Reduced |
| Versant Capital Management, Inc | 1,869 | $59.8K | 0.01% | −210−10.1% | Reduced |
| Nomura Asset Management Co Ltd | 1,870 | $59.8K | 0.00% | +600+47.2% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 2,022 | $65.0K | 0.00% | +2,022 | New |
| Bayforest Capital Ltd | 2,136 | $68.3K | 0.03% | −17,583−89.2% | Reduced |
| EverSource Wealth Advisors, LLC | 2,252 | $72.0K | 0.00% | +1,258+126.6% | Added |
| Jones Financial Companies LLLP | 2,263 | $72.8K | 0.00% | −34−1.5% | Reduced |
| Citizens National Bank Trust Department | 2,422 | $77.5K | 0.02% | 00.0% | Unchanged |
| Ci Investments Inc. | 2,835 | $91.0K | 0.00% | −737−20.6% | Reduced |
| Point72 Asia (Singapore) Pte. Ltd. | 3,085 | $98.7K | 0.02% | +3,085 | New |
| Icon Wealth Advisors, LLC | 3,480 | $111.3K | 0.01% | +3,480 | New |
| DekaBank Deutsche Girozentrale | 3,636 | $117.0K | 0.00% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 3,681 | $118.0K | 0.00% | −34,550−90.4% | Reduced |
| Covestor Ltd | 3,782 | $121.0K | 0.07% | +3,176+524.1% | Added |
| CX Institutional | 4,031 | $129.0K | 0.00% | 00.0% | Unchanged |
| Shell Asset Management Co | 4,132 | $132.0K | 0.00% | −1,079−20.7% | Reduced |
| Signaturefd, LLC | 4,749 | $151.9K | 0.00% | −48−1.0% | Reduced |
| Bartlett & Co. Wealth Management LLC | 5,000 | $161.3K | 0.00% | 00.0% | Unchanged |
| KBC Group NV | 5,243 | $168.0K | 0.00% | −3,221−38.1% | Reduced |
| TD Private Client Wealth LLC | 6,209 | $198.6K | 0.00% | −99−1.6% | Reduced |
| Northwestern Mutual Wealth Management Co | 6,242 | $199.6K | 0.00% | 00.0% | Unchanged |
| Americana Partners, LLC | 6,300 | $201.5K | 0.01% | +6,300 | New |
| Fifth Third Wealth Advisors LLC | 6,377 | $203.9K | 0.01% | +6,377 | New |
| Fayez Sarofim & Co | 6,435 | $205.8K | 0.00% | +6,435 | New |
| Journey Strategic Wealth LLC | 6,454 | $206.4K | 0.01% | +6,454 | New |
| Public Employees Retirement System of Ohio | 6,459 | $206.6K | 0.00% | −152−2.3% | Reduced |
| CWM, LLC | 6,511 | $208.0K | 0.00% | +712+12.3% | Added |
| Callahan Advisors, LLC | 6,540 | $209.1K | 0.02% | +6,540 | New |
| Shelton Capital Management | 6,570 | $210.1K | 0.00% | +6,570 | New |
| Park Place Capital Corp | 6,409 | $214.3K | 0.05% | −1,236−16.2% | Reduced |
| United Capital Financial Advisers, LLC | 6,761 | $216.2K | 0.00% | −1,405−17.2% | Reduced |
| Duncan Williams Asset Management, LLC | 6,817 | $218.0K | 0.07% | 00.0% | Unchanged |