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 |
|---|---|---|---|---|---|
| Advisor Group Holdings, Inc. | 1,442 | $46.1K | 0.00% | +283+24.4% | Added |
| Optiver Holding B.V. | 1,365 | $43.7K | 0.00% | +51+3.9% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 1,303 | $42.0K | 0.00% | 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 |
| IFP Advisors, Inc | 0 | $31.3K | 0.00% | 0 | Unchanged |
| Whittier Trust Co | 834 | $26.7K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 821 | $26.3K | 0.01% | +8+1.0% | Added |
| FNY Investment Advisers, LLC | 800 | $25.0K | 0.01% | +800 | New |
| SRS Capital Advisors, Inc. | 768 | $24.6K | 0.00% | +768 | New |
| Smartleaf Asset Management LLC | 681 | $21.9K | 0.00% | −199−22.6% | Reduced |
| Skopos Labs, Inc. | 609 | $19.5K | 0.00% | +88+16.9% | 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 |
| Clearstead Advisors, LLC | 522 | $16.7K | 0.00% | +515+7,357.1% | Added |
| 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 |
| Farther Finance Advisors, LLC | 486 | $15.5K | 0.00% | −66−12.0% | Reduced |
| Parallel Advisors, LLC | 453 | $14.5K | 0.00% | −14−3.0% | Reduced |
| Rothschild Investment LLC | 450 | $14.4K | 0.00% | +190+73.1% | Added |
| Quarry LP | 396 | $12.7K | 0.00% | −390−49.6% | Reduced |
| Accredited Wealth Management, LLC | 350 | $11.3K | 0.01% | +100+40.0% | Added |
| Twin Peaks Wealth Advisors, LLC | 319 | $11.3K | 0.00% | +319 | New |
| J.Safra Asset Management Corp | 343 | $11.0K | 0.00% | −141−29.1% | Reduced |
| Richardson Capital Management LLC | 295 | $9.43K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 246 | $7.87K | 0.00% | −17−6.5% | Reduced |
| Allworth Financial LP | 225 | $7.20K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 210 | $6.72K | 0.00% | +112+114.3% | Added |
| Rosenberg Matthew Hamilton | 203 | $6.49K | 0.00% | −110−35.1% | Reduced |
| Moisand Fitzgerald Tamayo, LLC | 195 | $6.24K | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 195 | $6.24K | 0.00% | +195 | New |
| Global Retirement Partners, LLC | 192 | $6.13K | 0.00% | +192 | New |
| Hemington Wealth Management | 207 | $6.00K | 0.00% | +30+16.9% | Added |
| Private Wealth Management Group, LLC | 176 | $5.63K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 160 | $5.12K | 0.00% | +113+240.4% | Added |
| High Note Wealth, LLC | 153 | $4.89K | 0.00% | −2−1.3% | Reduced |
| Farmers & Merchants Investments Inc | 143 | $4.57K | 0.00% | +17+13.5% | Added |
| JFS Wealth Advisors, LLC | 130 | $4.16K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 127 | $4.06K | 0.00% | +81+176.1% | Added |
| Riggs Asset Managment Co. Inc. | 119 | $3.81K | 0.00% | +119 | New |
| First Horizon Advisors, Inc. | 113 | $3.61K | 0.00% | −20−15.0% | Reduced |
| Avion Wealth | 104 | $3.00K | 0.00% | +104 | New |
| WPG Advisers, LLC | 88 | $2.81K | 0.00% | +88 | New |
| GWM Advisors LLC | 72 | $2.30K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 69 | $2.21K | 0.00% | +18+35.3% | Added |
| Kestra Investment Management, LLC | 61 | $1.95K | 0.00% | +61 | New |
| Bell Investment Advisors, Inc | 51 | $1.63K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 50 | $1.60K | 0.00% | +50 | New |
| Rialto Wealth Management, LLC | 28 | $896 | 0.00% | +28 | New |
| Principia Wealth Advisory, LLC | 27 | $863 | 0.00% | +15+125.0% | Added |
| SJS Investment Consulting Inc. | 25 | $800 | 0.00% | −17−40.5% | Reduced |
| Bare Financial Services, Inc | 21 | $672 | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 17 | $544 | 0.00% | 00.0% | Unchanged |
| WealthTrak Capital Management LLC | 15 | $480 | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 15 | $480 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 12 | $384 | 0.00% | +8+200.0% | Added |
| Parkworth Wealth Management, Inc. | 7 | $224 | 0.00% | +3+75.0% | Added |
| Bay Harbor Wealth Management, LLC | 6 | $193 | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 2 | $64 | 0.00% | −11−84.6% | Reduced |
| True Wealth Design, LLC | 2 | $64 | 0.00% | −9−81.8% | Reduced |
| Quest Partners LLC | 1 | $32 | 0.00% | −44,008−100.0% | Reduced |
| Stephens Consulting, LLC | 1 | $32 | 0.00% | −59−98.3% | Reduced |
| Beacon Capital Management, Inc. | 1 | $30 | 0.00% | +1 | New |
| Corebridge Financial, Inc. | 0 | $0 | 0.00% | −290,734−100.0% | Sold out |
| Cramer Rosenthal McGlynn LLC | 0 | $0 | 0.00% | −169,712−100.0% | Sold out |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −125,381−100.0% | Sold out |
| Leuthold Group, LLC | 0 | $0 | 0.00% | −78,241−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −67,680−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −55,928−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −48,387−100.0% | Sold out |
| Edgestream Partners, L.P. | 0 | $0 | 0.00% | −46,757−100.0% | Sold out |
| Connor, Clark & Lunn Investment Management Ltd. | 0 | $0 | 0.00% | −37,921−100.0% | Sold out |
| Convergence Investment Partners, LLC | 0 | $0 | 0.00% | −30,823−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −30,789−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −30,500−100.0% | Sold out |
| Aster Capital Management (DIFC) Ltd | 0 | $0 | 0.00% | −26,460−100.0% | Sold out |
| Inceptionr LLC | 0 | $0 | 0.00% | −26,867−100.0% | Sold out |
| South Dakota Investment Council | 0 | $0 | 0.00% | −25,000−100.0% | Sold out |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −23,914−100.0% | Sold out |
| Pinebridge Investments, L.P. | 0 | $0 | 0.00% | −20,997−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −15,910−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −14,940−100.0% | Sold out |
| Wolverine Asset Management LLC | 0 | $0 | 0.00% | −14,419−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −14,352−100.0% | Sold out |
| United Services Automobile Association | 0 | $0 | 0.00% | −11,791−100.0% | Sold out |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −11,693−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −11,232−100.0% | Sold out |
| Rockefeller Capital Management L.P. | 0 | $0 | 0.00% | −10,607−100.0% | Sold out |
| Advisor Resource Council | 0 | $0 | 0.00% | −10,348−100.0% | Sold out |
| Jain Global LLC | 0 | $0 | 0.00% | −10,047−100.0% | Sold out |
| Allianz Asset Management GmbH | 0 | $0 | 0.00% | −10,026−100.0% | Sold out |
| GTS Securities LLC | 0 | $0 | 0.00% | −7,549−100.0% | Sold out |
| Advantage Alpha Capital Partners LP | 0 | $0 | 0.00% | −6,930−100.0% | Sold out |
| Bollard Group LLC | 0 | $0 | 0.00% | −5,488−100.0% | Sold out |
| Coldstream Capital Management Inc | 0 | $0 | 0.00% | −4,549−100.0% | Sold out |
| V-Square Quantitative Management LLC | 0 | $0 | 0.00% | −774−100.0% | Sold out |
| Mather Group, LLC. | 0 | $0 | 0.00% | −706−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −490−100.0% | Sold out |
| Marshall & Sterling Wealth Advisors Inc. | 0 | $0 | 0.00% | −334−100.0% | Sold out |
| Boston Private Wealth LLC | 0 | $0 | 0.00% | −322−100.0% | Sold out |