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, Q3 2025
Institutional positions in Cadence Bancorporation as of Sep 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
- 400
- +41 vs. Q2 2025
- Shares held
- 163.1M
- +3.21M (+2.0%) vs. Q2 2025
- Total value
- $6.13B
- +$1.01B (+19.7%) vs. Q2 2025
- New holders
- 74
- 131 more added
- Sold out
- 33
- 110 more reduced
4 institutions that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2025
Shares, value and share of portfolio for each institution holding Cadence Bancorporation; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Beacon Capital Management, Inc. | 1 | $35 | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 2 | $75 | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 2 | $75 | 0.00% | +2 | New |
| True Wealth Design, LLC | 2 | $76 | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 3 | $113 | 0.00% | +3 | New |
| Bay Harbor Wealth Management, LLC | 10 | $378 | 0.00% | +4+66.7% | Added |
| HFM Investment Advisors, LLC | 12 | $450 | 0.00% | 00.0% | Unchanged |
| Breakwater Investment Management | 14 | $526 | 0.00% | +14 | New |
| Bruce G. Allen Investments, LLC | 15 | $563 | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 17 | $638 | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 21 | $788 | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 24 | $901 | 0.00% | −64−72.7% | Reduced |
| SJS Investment Consulting Inc. | 25 | $939 | 0.00% | 00.0% | Unchanged |
| Cloud Capital Management, LLC | 39 | $1.00K | 0.00% | +39 | New |
| Principia Wealth Advisory, LLC | 34 | $1.28K | 0.00% | +7+25.9% | Added |
| Rialto Wealth Management, LLC | 34 | $1.28K | 0.00% | +6+21.4% | Added |
| Atlantic Trust, LLC | 49 | $1.84K | 0.00% | +49 | New |
| Fortitude Family Office, LLC | 50 | $1.88K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 51 | $1.92K | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 53 | $2.00K | 0.00% | +53 | New |
| Principal Securities, Inc. | 73 | $2.74K | 0.00% | +4+5.8% | Added |
| Avion Wealth | 102 | $3.00K | 0.00% | −2−1.9% | Reduced |
| IFP Advisors, Inc | 100 | $3.75K | 0.00% | +100 | Added |
| Johnson Financial Group, Inc. | 104 | $3.93K | 0.00% | +104 | New |
| First Horizon Corp | 113 | $4.24K | 0.00% | +113 | New |
| JFS Wealth Advisors, LLC | 130 | $4.88K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 153 | $5.74K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 158 | $5.93K | 0.00% | +15+10.5% | Added |
| Quadrant Capital Group LLC | 159 | $5.97K | 0.00% | +159 | New |
| Activest Wealth Management | 160 | $6.01K | 0.00% | 00.0% | Unchanged |
| Wealthspire Advisors, LLC | 171 | $6.42K | 0.00% | +171 | New |
| Private Wealth Management Group, LLC | 176 | $6.61K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 187 | $7.02K | 0.00% | −23−11.0% | Reduced |
| Global Retirement Partners, LLC | 193 | $7.25K | 0.00% | +1+0.5% | Added |
| Quent Capital, LLC | 194 | $7.27K | 0.00% | +194 | New |
| Moisand Fitzgerald Tamayo, LLC | 195 | $7.32K | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 201 | $7.55K | 0.00% | +6+3.1% | Added |
| Rosenberg Matthew Hamilton | 203 | $7.62K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 225 | $8.00K | 0.00% | +18+8.7% | Added |
| Salomon & Ludwin, LLC | 213 | $8.05K | 0.00% | +213 | New |
| Huntington National Bank | 246 | $9.23K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 250 | $9.38K | 0.00% | +178+247.2% | Added |
| Assetmark, Inc | 253 | $9.50K | 0.00% | +126+99.2% | Added |
| Point72 Hong Kong Ltd | 271 | $10.2K | 0.00% | +271 | New |
| JPL Wealth Management, LLC | 280 | $10.5K | 0.00% | +280 | New |
| Richardson Capital Management LLC | 295 | $11.1K | 0.01% | 00.0% | Unchanged |
| Allworth Financial LP | 312 | $11.7K | 0.00% | +87+38.7% | Added |
| Meeder Asset Management Inc | 355 | $13.3K | 0.00% | +355 | New |
| Accredited Wealth Management, LLC | 6,921 | $13.3K | 0.01% | +6,571+1,877.4% | Added |
| Parallel Advisors, LLC | 453 | $17.0K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 455 | $17.1K | 0.00% | +5+1.1% | Added |
| Root Financial Partners, LLC | 473 | $17.8K | 0.00% | +473 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 500 | $18.8K | 0.00% | 00.0% | Unchanged |
| BankPlus Trust Department | 500 | $18.8K | 0.01% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 506 | $19.0K | 0.00% | +20+4.1% | Added |
| TD Waterhouse Canada Inc. | 600 | $22.5K | 0.00% | +600 | New |
| Clearstead Advisors, LLC | 614 | $23.1K | 0.00% | +92+17.6% | Added |
| Mather Group, LLC. | 695 | $26.1K | 0.00% | +695 | New |
| Smartleaf Asset Management LLC | 714 | $27.0K | 0.00% | +33+4.8% | Added |
| FNY Investment Advisers, LLC | 800 | $30.0K | 0.01% | 00.0% | Unchanged |
| Rise Advisors, LLC | 828 | $31.1K | 0.01% | +7+0.9% | Added |
| Whittier Trust Co | 834 | $31.5K | 0.00% | 00.0% | Unchanged |
| Harbor Capital Advisors, Inc. | 840 | $32.0K | 0.00% | +253+43.1% | Added |
| Advisory Services Network, LLC | 859 | $32.2K | 0.00% | +859 | New |
| Community Bank, N.A. | 931 | $34.9K | 0.00% | +931 | New |
| Peck Wealth Management, LLC | 1,000 | $37.5K | 0.04% | +1,000 | New |
| Cullen/Frost Bankers, Inc. | 1,041 | $39.1K | 0.00% | +1,041 | New |
| Danske Bank A/S | 1,200 | $45.0K | 0.00% | 00.0% | Unchanged |
| Founders Capital Management | 1,200 | $45.0K | 0.02% | 00.0% | Unchanged |
| BI Asset Management Fondsmaeglerselskab A/S | 1,303 | $49.0K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 1,341 | $50.0K | 0.00% | +748+126.1% | Added |
| Umb Bank N A | 1,467 | $55.1K | 0.00% | +15+1.0% | Added |
| Optiver Holding B.V. | 1,501 | $56.3K | 0.00% | +136+10.0% | Added |
| Fifth Third Bancorp | 1,609 | $60.4K | 0.00% | +64+4.1% | Added |
| Abound Wealth Management | 1,665 | $62.5K | 0.02% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 1,680 | $63.2K | 0.00% | +238+16.5% | Added |
| Shell Asset Management Co | 1,704 | $64.0K | 0.01% | −2,428−58.8% | Reduced |
| Parkside Financial Bank & Trust | 1,748 | $65.6K | 0.01% | −71−3.9% | Reduced |
| Ci Investments Inc. | 1,786 | $67.0K | 0.00% | −1,049−37.0% | Reduced |
| Versant Capital Management, Inc | 1,869 | $70.2K | 0.01% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 1,870 | $70.2K | 0.00% | 00.0% | Unchanged |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 2,013 | $76.0K | 0.00% | −9−0.4% | Reduced |
| GAMMA Investing LLC | 2,035 | $76.4K | 0.00% | +263+14.8% | Added |
| C M Bidwell & Associates Ltd | 2,135 | $80.1K | 0.04% | +2,135 | New |
| Citizens National Bank Trust Department | 2,200 | $82.6K | 0.01% | −222−9.2% | Reduced |
| SRS Capital Advisors, Inc. | 2,419 | $90.8K | 0.00% | +1,651+215.0% | Added |
| Jones Financial Companies LLLP | 2,629 | $98.8K | 0.00% | +366+16.2% | Added |
| State of Wyoming | 3,180 | $119.4K | 0.01% | −20,196−86.4% | Reduced |
| DekaBank Deutsche Girozentrale | 3,636 | $137.0K | 0.00% | 00.0% | Unchanged |
| Icon Wealth Advisors, LLC | 3,780 | $141.9K | 0.01% | +300+8.6% | Added |
| Covestor Ltd | 3,863 | $145.0K | 0.08% | +81+2.1% | Added |
| Point72 Europe (London) LLP | 4,015 | $150.7K | 0.01% | +4,015 | New |
| Bayforest Capital Ltd | 4,024 | $151.1K | 0.07% | +1,888+88.4% | Added |
| CX Institutional | 4,066 | $153.0K | 0.00% | +35+0.9% | Added |
| HHM Wealth Advisors, LLC | 4,245 | $159.4K | 0.02% | +4,245 | New |
| Signaturefd, LLC | 4,749 | $178.3K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 5,000 | $189.1K | 0.00% | 00.0% | Unchanged |
| KBC Group NV | 5,243 | $197.0K | 0.00% | 00.0% | Unchanged |
| Welch Group, LLC | 5,370 | $201.6K | 0.01% | +5,370 | New |
| Ethos Financial Group, LLC | 5,388 | $202.3K | 0.02% | +5,388 | New |