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, Q4 2025
Institutional positions in Cadence Bancorporation as of Dec 31, 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
- 419
- +30 vs. Q3 2025
- Shares held
- 162.0M
- −827.5K (−0.5%) vs. Q3 2025
- Total value
- $6.94B
- +$828.1M (+13.5%) vs. Q3 2025
- New holders
- 84
- 105 more added
- Sold out
- 54
- 147 more reduced
11 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2025
Shares, value and share of portfolio for each institution holding Cadence Bancorporation; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Beacon Capital Management, Inc. | 1 | $40 | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 2 | $86 | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 3 | $129 | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 3 | $129 | 0.00% | +3 | New |
| Dunhill Financial, LLC | 3 | $145 | 0.00% | +3 | New |
| Harbour Investments, Inc. | 8 | $343 | 0.00% | +8 | New |
| Cornerstone Planning Group LLC | 10 | $422 | 0.00% | +10 | New |
| Bay Harbor Wealth Management, LLC | 10 | $431 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 12 | $515 | 0.00% | 00.0% | Unchanged |
| Breakwater Investment Management | 14 | $600 | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 17 | $728 | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 19 | $814 | 0.00% | +4+26.7% | Added |
| Cullen/Frost Bankers, Inc. | 20 | $877 | 0.00% | −1,021−98.1% | Reduced |
| Bare Financial Services, Inc | 21 | $900 | 0.00% | 00.0% | Unchanged |
| Horizon Investments, LLC | 24 | $1.03K | 0.00% | −41,707−99.9% | Reduced |
| WPG Advisers, LLC | 24 | $1.03K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 25 | $1.07K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 26 | $1.11K | 0.00% | +26 | New |
| Principia Wealth Advisory, LLC | 29 | $1.24K | 0.00% | −5−14.7% | Reduced |
| Rialto Wealth Management, LLC | 37 | $1.59K | 0.00% | +3+8.8% | Added |
| Marquette Asset Management, LLC | 44 | $1.89K | 0.00% | +44 | New |
| Atlantic Trust, LLC | 49 | $2.10K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 50 | $2.14K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 51 | $2.19K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 87 | $3.73K | 0.00% | −13−13.0% | Reduced |
| Avion Wealth | 102 | $4.00K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 102 | $4.37K | 0.00% | −58−36.3% | Reduced |
| Quadrant Capital Group LLC | 103 | $4.41K | 0.00% | −56−35.2% | Reduced |
| Johnson Financial Group, Inc. | 104 | $4.48K | 0.00% | 00.0% | Unchanged |
| First Horizon Corp | 113 | $4.84K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 130 | $5.57K | 0.00% | 00.0% | Unchanged |
| BankPlus Trust Department | 142 | $6.08K | 0.00% | −358−71.6% | Reduced |
| Elyxium Wealth, LLC | 143 | $6.13K | 0.00% | +143 | New |
| High Note Wealth, LLC | 153 | $6.55K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 158 | $6.77K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 176 | $7.54K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 187 | $8.01K | 0.00% | 00.0% | Unchanged |
| SageView Advisory Group, LLC | 190 | $8.14K | 0.00% | +190 | New |
| Moisand Fitzgerald Tamayo, LLC | 195 | $8.35K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 203 | $8.70K | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 210 | $9.00K | 0.00% | +9+4.5% | Added |
| Quent Capital, LLC | 213 | $9.11K | 0.00% | +19+9.8% | Added |
| Global Retirement Partners, LLC | 214 | $9.18K | 0.00% | +21+10.9% | Added |
| Salomon & Ludwin, LLC | 213 | $9.43K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 225 | $9.64K | 0.00% | −87−27.9% | Reduced |
| Huntington National Bank | 226 | $9.68K | 0.00% | −20−8.1% | Reduced |
| SRS Capital Advisors, Inc. | 266 | $11.4K | 0.00% | −2,153−89.0% | Reduced |
| Richardson Capital Management LLC | 295 | $12.6K | 0.01% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 326 | $14.0K | 0.00% | −29−8.2% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 333 | $14.3K | 0.00% | +333 | New |
| Keating Financial Advisory Services, Inc. | 339 | $14.5K | 0.00% | +339 | New |
| Assetmark, Inc | 389 | $16.7K | 0.00% | +136+53.8% | Added |
| DV Trading LLC | 400 | $17.1K | 0.00% | +400 | New |
| Parallel Advisors, LLC | 453 | $19.4K | 0.00% | 00.0% | Unchanged |
| Inlight Wealth Management, LLC | 500 | $21.4K | 0.01% | +500 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 500 | $21.6K | 0.00% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 517 | $22.1K | 0.00% | +44+9.3% | Added |
| Farther Finance Advisors, LLC | 531 | $22.8K | 0.00% | +25+4.9% | Added |
| Triumph Capital Management | 600 | $25.7K | 0.01% | +600 | New |
| Rothschild Investment LLC | 645 | $27.6K | 0.00% | +190+41.8% | Added |
| Los Angeles Capital Management LLC | 846 | $31.6K | 0.00% | −7,314−89.6% | Reduced |
| FNY Investment Advisers, LLC | 800 | $34.0K | 0.01% | 00.0% | Unchanged |
| Harbor Capital Advisors, Inc. | 826 | $35.0K | 0.00% | −14−1.7% | Reduced |
| Basecamp Wealth Advisors LLC | 820 | $35.1K | 0.01% | +820 | New |
| Whittier Trust Co | 834 | $37.7K | 0.00% | 00.0% | Unchanged |
| Community Bank, N.A. | 931 | $39.9K | 0.00% | 00.0% | Unchanged |
| Optiver Holding B.V. | 944 | $40.4K | 0.00% | −557−37.1% | Reduced |
| Peck Wealth Management, LLC | 1,000 | $42.8K | 0.04% | 00.0% | Unchanged |
| Danske Bank A/S | 1,200 | $51.4K | 0.00% | 00.0% | Unchanged |
| Founders Capital Management | 1,200 | $51.4K | 0.03% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 1,207 | $52.1K | 0.00% | +493+69.0% | Added |
| Advisor Group Holdings, Inc. | 1,419 | $60.8K | 0.00% | −261−15.5% | Reduced |
| Eurizon Capital SGR S.p.A. | 1,473 | $63.1K | 0.00% | +1,473 | New |
| Fifth Third Bancorp | 1,657 | $71.0K | 0.00% | +48+3.0% | Added |
| Abound Wealth Management | 1,665 | $71.3K | 0.02% | 00.0% | Unchanged |
| Covestor Ltd | 1,663 | $72.0K | 0.04% | −2,200−57.0% | Reduced |
| Umb Bank N A | 1,831 | $78.4K | 0.00% | +364+24.8% | Added |
| Versant Capital Management, Inc | 1,860 | $79.7K | 0.01% | −9−0.5% | Reduced |
| Nomura Asset Management Co Ltd | 1,870 | $80.1K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 2,080 | $89.1K | 0.00% | +1,466+238.8% | Added |
| Citizens National Bank Trust Department | 2,200 | $94.2K | 0.02% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 2,250 | $96.4K | 0.01% | +502+28.7% | Added |
| Steward Partners Investment Advisory, LLC | 2,294 | $98.3K | 0.00% | −62,858−96.5% | Reduced |
| Hantz Financial Services, Inc. | 2,355 | $101.0K | 0.00% | +1,014+75.6% | Added |
| GAMMA Investing LLC | 2,388 | $102.3K | 0.01% | +353+17.3% | Added |
| Bayforest Capital Ltd | 2,477 | $106.1K | 0.08% | −1,547−38.4% | Reduced |
| EverSource Wealth Advisors, LLC | 2,505 | $107.3K | 0.00% | −3,929−61.1% | Reduced |
| DekaBank Deutsche Girozentrale | 3,636 | $112.0K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 2,806 | $120.2K | 0.00% | +177+6.7% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 2,838 | $122.0K | 0.00% | +825+41.0% | Added |
| Torren Management, LLC | 2,868 | $122.9K | 0.06% | +2,868 | New |
| Longfellow Investment Management Co LLC | 3,800 | $162.8K | 0.04% | +3,800 | New |
| CX Institutional | 4,096 | $175.0K | 0.01% | +30+0.7% | Added |
| HHM Wealth Advisors, LLC | 4,245 | $181.9K | 0.02% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 4,547 | $194.8K | 0.00% | −1,235−21.4% | Reduced |
| Sanctuary Advisors, LLC | 4,705 | $201.6K | 0.00% | +4,705 | New |
| Signaturefd, LLC | 4,749 | $203.4K | 0.00% | 00.0% | Unchanged |
| Mainsail Asset Management, LLC | 4,943 | $211.8K | 0.09% | +4,943 | New |
| Argent Trust Co | 5,004 | $214.4K | 0.01% | +5,004 | New |
| Toroso Investments, LLC | 5,012 | $214.7K | 0.00% | −760−13.2% | Reduced |