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 |
|---|---|---|---|---|---|
| First City Capital Management, Inc. | 5,519 | $207.2K | 0.11% | +5,519 | New |
| Brevan Howard Capital Management LP | 5,523 | $207.3K | 0.00% | −3,808−40.8% | Reduced |
| Colony Group, LLC | 5,670 | $213.7K | 0.00% | +5,670 | New |
| Ronald Blue Trust, Inc. | 5,699 | $213.9K | 0.00% | −1,525−21.1% | Reduced |
| CIBC Asset Management Inc | 5,753 | $216.0K | 0.00% | +5,753 | New |
| Atlanta Consulting Group Advisors, LLC | 5,712 | $216.0K | 0.05% | +5,712 | New |
| Toroso Investments, LLC | 5,772 | $216.7K | 0.00% | +5,772 | New |
| TD Private Client Wealth LLC | 5,782 | $217.1K | 0.00% | −427−6.9% | Reduced |
| Coldstream Capital Management Inc | 5,821 | $218.5K | 0.00% | +5,821 | New |
| Vident Advisory, LLC | 5,861 | $220.0K | 0.00% | −1,628−21.7% | Reduced |
| Ritholtz Wealth Management | 5,965 | $223.9K | 0.00% | +5,965 | New |
| Commonwealth Equity Services, LLC | 5,974 | $224.0K | 0.00% | +5,974 | New |
| Teton Advisors, LLC | 6,000 | $225.2K | 0.14% | +6,000 | New |
| Kestra Private Wealth Services, LLC | 6,047 | $227.0K | 0.00% | +6,047 | New |
| Resources Investment Advisors, LLC. | 6,165 | $231.4K | 0.00% | +6,165 | New |
| Sowell Financial Services LLC | 6,186 | $232.2K | 0.01% | +6,186 | New |
| Southeast Asset Advisors Inc. | 6,213 | $233.2K | 0.03% | +6,213 | New |
| United Capital Financial Advisers, LLC | 6,241 | $234.3K | 0.00% | −520−7.7% | Reduced |
| Northwestern Mutual Wealth Management Co | 6,242 | $234.3K | 0.00% | 00.0% | Unchanged |
| Americana Partners, LLC | 6,300 | $236.5K | 0.01% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 6,377 | $239.4K | 0.00% | −82−1.3% | Reduced |
| Fifth Third Wealth Advisors LLC | 6,377 | $239.4K | 0.01% | 00.0% | Unchanged |
| Park Place Capital Corp | 6,409 | $240.6K | 0.05% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 6,434 | $241.5K | 0.01% | +4,182+185.7% | Added |
| Fayez Sarofim & Co | 6,435 | $241.6K | 0.00% | 00.0% | Unchanged |
| Paragon Capital Management Ltd | 6,440 | $241.8K | 0.05% | −400−5.8% | Reduced |
| Atria Investments LLC | 6,524 | $244.9K | 0.00% | +6,524 | New |
| Callahan Advisors, LLC | 6,540 | $245.5K | 0.02% | 00.0% | Unchanged |
| Journey Strategic Wealth LLC | 6,560 | $246.3K | 0.01% | +106+1.6% | Added |
| Shelton Capital Management | 6,570 | $246.6K | 0.01% | 00.0% | Unchanged |
| Davis Investment Partners, LLC | 6,606 | $247.9K | 0.08% | 00.0% | Unchanged |
| Guggenheim Capital LLC | 6,771 | $254.2K | 0.00% | −5,211−43.5% | Reduced |
| Duncan Williams Asset Management, LLC | 6,817 | $255.9K | 0.07% | 00.0% | Unchanged |
| Moody Lynn & Lieberson, LLC | 6,934 | $260.3K | 0.01% | 00.0% | Unchanged |
| McElhenny Sheffield Capital Management, LLC | 7,000 | $262.8K | 0.06% | +7,000 | New |
| Forum Financial Management, LP | 7,064 | $265.2K | 0.00% | +9+0.1% | Added |
| Lavaca Capital LLC | 7,154 | $268.6K | 0.05% | 00.0% | Unchanged |
| Johnson Investment Counsel Inc | 7,317 | $274.7K | 0.00% | 00.0% | Unchanged |
| Bridgefront Capital, LLC | 7,494 | $281.3K | 0.08% | +7,494 | New |
| CWM, LLC | 7,505 | $282.0K | 0.00% | +994+15.3% | Added |
| Abel Hall, LLC | 7,578 | $284.5K | 0.11% | +115+1.5% | Added |
| Tower Research Capital LLC (TRC) | 7,657 | $287.4K | 0.01% | −26,450−77.6% | Reduced |
| Patton Albertson Miller Group, LLC | 7,674 | $288.1K | 0.03% | −5−0.1% | Reduced |
| Procyon Private Wealth Partners, LLC | 7,689 | $288.6K | 0.02% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 7,742 | $290.6K | 0.00% | +7,742 | New |
| Stonegate Investment Group, LLC | 7,931 | $297.7K | 0.01% | 00.0% | Unchanged |
| Csenge Advisory Group | 8,000 | $300.3K | 0.01% | −93,480−92.1% | Reduced |
| 1492 Capital Management LLC | 8,011 | $300.5K | 0.12% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 8,025 | $301.3K | 0.00% | +326+4.2% | Added |
| Los Angeles Capital Management LLC | 8,160 | $306.3K | 0.00% | +8,160 | New |
| MML Investors Services, LLC | 8,229 | $308.9K | 0.00% | +1,053+14.7% | Added |
| Swiss Life Asset Management Ltd | 8,238 | $309.3K | 0.00% | +8,238 | New |
| Commerce Bank | 9,077 | $340.8K | 0.00% | 00.0% | Unchanged |
| Exit Wealth Advisors, LLC. | 9,112 | $342.1K | 0.23% | +9,112 | New |
| Polar Asset Management Partners Inc. | 9,132 | $342.8K | 0.01% | +9,132 | New |
| RSM US Wealth Management LLC | 9,450 | $357.4K | 0.00% | +750+8.6% | Added |
| Net Worth Advisory Group | 9,658 | $362.5K | 0.10% | −804−7.7% | Reduced |
| Chickasaw Capital Management LLC | 10,000 | $375.0K | 0.02% | 00.0% | Unchanged |
| Virginia Retirement Systems Et Al | 10,100 | $379.2K | 0.00% | +10,100 | New |
| Hamilton Capital Partners Inc. | 10,143 | $380.8K | 0.02% | 00.0% | Unchanged |
| GTS Securities LLC | 10,154 | $381.2K | 0.01% | +10,154 | New |
| Regions Financial Corp | 10,182 | $382.2K | 0.00% | +126+1.3% | Added |
| Thoroughbred Financial Services, LLC | 10,396 | $390.0K | 0.02% | −17−0.2% | Reduced |
| Rockefeller Capital Management L.P. | 10,439 | $391.9K | 0.00% | +10,439 | New |
| Profund Advisors LLC | 10,563 | $396.5K | 0.01% | +35+0.3% | Added |
| Crossmark Global Holdings, Inc. | 11,326 | $424.9K | 0.01% | 00.0% | Unchanged |
| Ignite Planners, LLC | 11,516 | $432.3K | 0.07% | +248+2.2% | Added |
| Mercer Global Advisors Inc | 11,808 | $443.3K | 0.00% | −7,486−38.8% | Reduced |
| Alps Advisors Inc | 12,100 | $454.2K | 0.00% | +12,100 | New |
| US Bancorp | 12,304 | $461.9K | 0.00% | +2,030+19.8% | Added |
| Lazard Asset Management LLC | 12,409 | $465.8K | 0.00% | −45,404−78.5% | Reduced |
| Campbell & CO Investment Adviser LLC | 12,748 | $478.6K | 0.04% | −9,479−42.6% | Reduced |
| Bailard, Inc. | 12,841 | $482.1K | 0.01% | +4,600+55.8% | Added |
| Cetera Investment Advisers | 13,088 | $491.4K | 0.00% | +13,088 | New |
| Quantinno Capital Management LP | 13,242 | $497.1K | 0.00% | +5,981+82.4% | Added |
| Eukles Asset Management | 13,435 | $504.4K | 0.20% | +202+1.5% | Added |
| Schonfeld Strategic Advisors LLC | 13,482 | $506.1K | 0.00% | −2,834−17.4% | Reduced |
| Brinker Capital Investments, LLC | 13,854 | $520.1K | 0.00% | +4,194+43.4% | Added |
| Securian Asset Management, Inc | 13,953 | $523.8K | 0.01% | −240−1.7% | Reduced |
| O'Shaughnessy Asset Management, LLC | 14,202 | $533.1K | 0.00% | +5,775+68.5% | Added |
| Intergy Private Wealth, LLC | 14,248 | $534.9K | 0.17% | −175−1.2% | Reduced |
| Inscription Capital, LLC | 15,000 | $563.1K | 0.06% | 00.0% | Unchanged |
| Lathrop Investment Management Corp | 15,200 | $571.0K | 0.11% | −7,591−33.3% | Reduced |
| Beacon Pointe Advisors, LLC | 16,345 | $613.6K | 0.01% | −6,500−28.5% | Reduced |
| Fairvoy Private Wealth, LLC | 16,376 | $614.8K | 0.14% | 00.0% | Unchanged |
| Strata Wealth Advisors, LLC | 16,437 | $617.0K | 0.16% | +16,437 | New |
| NJ State Employees Deferred Compensation Plan | 16,800 | $630.7K | 0.07% | 00.0% | Unchanged |
| Fiduciary Group LLC | 18,343 | $688.6K | 0.06% | +8,408+84.6% | Added |
| Sheets Smith Wealth Management | 18,418 | $691.4K | 0.08% | +378+2.1% | Added |
| Buckingham Strategic Partners | 18,668 | $699.3K | 0.01% | −686−3.5% | Reduced |
| Captrust Financial Advisors | 19,055 | $715.3K | 0.00% | −2,933−13.3% | Reduced |
| Premier Fund Managers Ltd | 19,028 | $720.0K | 0.03% | 00.0% | Unchanged |
| Neuberger Berman Group LLC | 19,245 | $722.5K | 0.00% | −466−2.4% | Reduced |
| Linscomb & Williams, Inc. | 19,377 | $727.4K | 0.03% | +424+2.2% | Added |
| Capstone Wealth Management, LLC | 19,410 | $728.7K | 0.56% | 00.0% | Unchanged |
| XTX Topco Ltd | 19,829 | $744.4K | 0.04% | +19,829 | New |
| CIBC Bancorp USA Inc. | 19,916 | $747.6K | 0.00% | +19,916 | New |
| State of Alaska, Department of Revenue | 20,080 | $753.0K | 0.01% | −840−4.0% | Reduced |
| Elo Mutual Pension Insurance Co | 20,495 | $769.4K | 0.01% | +20,495 | New |
| STRS Ohio | 20,600 | $773.3K | 0.00% | 00.0% | Unchanged |