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 |
|---|---|---|---|---|---|
| Ethos Financial Group, LLC | 5,388 | $202.3K | 0.02% | +5,388 | New |
| Welch Group, LLC | 5,370 | $201.6K | 0.01% | +5,370 | New |
| KBC Group NV | 5,243 | $197.0K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 5,000 | $189.1K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 4,749 | $178.3K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 4,245 | $159.4K | 0.02% | +4,245 | New |
| CX Institutional | 4,066 | $153.0K | 0.00% | +35+0.9% | Added |
| Bayforest Capital Ltd | 4,024 | $151.1K | 0.07% | +1,888+88.4% | Added |
| Point72 Europe (London) LLP | 4,015 | $150.7K | 0.01% | +4,015 | New |
| Covestor Ltd | 3,863 | $145.0K | 0.08% | +81+2.1% | Added |
| Icon Wealth Advisors, LLC | 3,780 | $141.9K | 0.01% | +300+8.6% | Added |
| DekaBank Deutsche Girozentrale | 3,636 | $137.0K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 3,180 | $119.4K | 0.01% | −20,196−86.4% | Reduced |
| Jones Financial Companies LLLP | 2,629 | $98.8K | 0.00% | +366+16.2% | Added |
| SRS Capital Advisors, Inc. | 2,419 | $90.8K | 0.00% | +1,651+215.0% | Added |
| Citizens National Bank Trust Department | 2,200 | $82.6K | 0.01% | −222−9.2% | Reduced |
| C M Bidwell & Associates Ltd | 2,135 | $80.1K | 0.04% | +2,135 | New |
| GAMMA Investing LLC | 2,035 | $76.4K | 0.00% | +263+14.8% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 2,013 | $76.0K | 0.00% | −9−0.4% | Reduced |
| Nomura Asset Management Co Ltd | 1,870 | $70.2K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 1,869 | $70.2K | 0.01% | 00.0% | Unchanged |
| Ci Investments Inc. | 1,786 | $67.0K | 0.00% | −1,049−37.0% | Reduced |
| Parkside Financial Bank & Trust | 1,748 | $65.6K | 0.01% | −71−3.9% | Reduced |
| Shell Asset Management Co | 1,704 | $64.0K | 0.01% | −2,428−58.8% | Reduced |
| Advisor Group Holdings, Inc. | 1,680 | $63.2K | 0.00% | +238+16.5% | Added |
| Abound Wealth Management | 1,665 | $62.5K | 0.02% | 00.0% | Unchanged |
| Fifth Third Bancorp | 1,609 | $60.4K | 0.00% | +64+4.1% | Added |
| Optiver Holding B.V. | 1,501 | $56.3K | 0.00% | +136+10.0% | Added |
| Umb Bank N A | 1,467 | $55.1K | 0.00% | +15+1.0% | Added |
| Hantz Financial Services, Inc. | 1,341 | $50.0K | 0.00% | +748+126.1% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 1,303 | $49.0K | 0.00% | 00.0% | Unchanged |
| 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 |
| Cullen/Frost Bankers, Inc. | 1,041 | $39.1K | 0.00% | +1,041 | New |
| Peck Wealth Management, LLC | 1,000 | $37.5K | 0.04% | +1,000 | New |
| Community Bank, N.A. | 931 | $34.9K | 0.00% | +931 | New |
| Advisory Services Network, LLC | 859 | $32.2K | 0.00% | +859 | New |
| Harbor Capital Advisors, Inc. | 840 | $32.0K | 0.00% | +253+43.1% | Added |
| Whittier Trust Co | 834 | $31.5K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 828 | $31.1K | 0.01% | +7+0.9% | Added |
| FNY Investment Advisers, LLC | 800 | $30.0K | 0.01% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 714 | $27.0K | 0.00% | +33+4.8% | Added |
| Mather Group, LLC. | 695 | $26.1K | 0.00% | +695 | New |
| Clearstead Advisors, LLC | 614 | $23.1K | 0.00% | +92+17.6% | Added |
| TD Waterhouse Canada Inc. | 600 | $22.5K | 0.00% | +600 | New |
| Farther Finance Advisors, LLC | 506 | $19.0K | 0.00% | +20+4.1% | Added |
| 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 |
| Root Financial Partners, LLC | 473 | $17.8K | 0.00% | +473 | New |
| Rothschild Investment LLC | 455 | $17.1K | 0.00% | +5+1.1% | Added |
| Parallel Advisors, LLC | 453 | $17.0K | 0.00% | 00.0% | Unchanged |
| Accredited Wealth Management, LLC | 6,921 | $13.3K | 0.01% | +6,571+1,877.4% | Added |
| Meeder Asset Management Inc | 355 | $13.3K | 0.00% | +355 | New |
| Allworth Financial LP | 312 | $11.7K | 0.00% | +87+38.7% | Added |
| Richardson Capital Management LLC | 295 | $11.1K | 0.01% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 280 | $10.5K | 0.00% | +280 | New |
| Point72 Hong Kong Ltd | 271 | $10.2K | 0.00% | +271 | New |
| Assetmark, Inc | 253 | $9.50K | 0.00% | +126+99.2% | Added |
| GWM Advisors LLC | 250 | $9.38K | 0.00% | +178+247.2% | Added |
| Huntington National Bank | 246 | $9.23K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 213 | $8.05K | 0.00% | +213 | New |
| Hemington Wealth Management | 225 | $8.00K | 0.00% | +18+8.7% | Added |
| Rosenberg Matthew Hamilton | 203 | $7.62K | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 201 | $7.55K | 0.00% | +6+3.1% | Added |
| Moisand Fitzgerald Tamayo, LLC | 195 | $7.32K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 194 | $7.27K | 0.00% | +194 | New |
| Global Retirement Partners, LLC | 193 | $7.25K | 0.00% | +1+0.5% | Added |
| Massmutual Trust Co FSB | 187 | $7.02K | 0.00% | −23−11.0% | Reduced |
| Private Wealth Management Group, LLC | 176 | $6.61K | 0.00% | 00.0% | Unchanged |
| Wealthspire Advisors, LLC | 171 | $6.42K | 0.00% | +171 | New |
| Activest Wealth Management | 160 | $6.01K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 159 | $5.97K | 0.00% | +159 | New |
| Farmers & Merchants Investments Inc | 158 | $5.93K | 0.00% | +15+10.5% | Added |
| High Note Wealth, LLC | 153 | $5.74K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 130 | $4.88K | 0.00% | 00.0% | Unchanged |
| First Horizon Corp | 113 | $4.24K | 0.00% | +113 | New |
| Johnson Financial Group, Inc. | 104 | $3.93K | 0.00% | +104 | New |
| IFP Advisors, Inc | 100 | $3.75K | 0.00% | +100 | Added |
| Avion Wealth | 102 | $3.00K | 0.00% | −2−1.9% | Reduced |
| Principal Securities, Inc. | 73 | $2.74K | 0.00% | +4+5.8% | Added |
| Montag A & Associates Inc | 53 | $2.00K | 0.00% | +53 | New |
| Bell Investment Advisors, Inc | 51 | $1.92K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 50 | $1.88K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 49 | $1.84K | 0.00% | +49 | New |
| Rialto Wealth Management, LLC | 34 | $1.28K | 0.00% | +6+21.4% | Added |
| Principia Wealth Advisory, LLC | 34 | $1.28K | 0.00% | +7+25.9% | Added |
| Cloud Capital Management, LLC | 39 | $1.00K | 0.00% | +39 | New |
| SJS Investment Consulting Inc. | 25 | $939 | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 24 | $901 | 0.00% | −64−72.7% | Reduced |
| Bare Financial Services, Inc | 21 | $788 | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 17 | $638 | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 15 | $563 | 0.00% | 00.0% | Unchanged |
| Breakwater Investment Management | 14 | $526 | 0.00% | +14 | New |
| HFM Investment Advisors, LLC | 12 | $450 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 10 | $378 | 0.00% | +4+66.7% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 3 | $113 | 0.00% | +3 | New |
| True Wealth Design, LLC | 2 | $76 | 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 |
| Beacon Capital Management, Inc. | 1 | $35 | 0.00% | 00.0% | Unchanged |