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 |
|---|---|---|---|---|---|
| Atria Investments LLC | 5,013 | $214.8K | 0.00% | −1,511−23.2% | Reduced |
| Bartlett & Co. Wealth Management LLC | 5,000 | $215.6K | 0.00% | 00.0% | Unchanged |
| AlphaGrep UK Ltd | 5,062 | $216.9K | 0.07% | +5,062 | New |
| Resources Investment Advisors, LLC. | 5,141 | $220.2K | 0.00% | −1,024−16.6% | Reduced |
| KBC Group NV | 5,243 | $225.0K | 0.00% | 00.0% | Unchanged |
| Bailard, Inc. | 5,350 | $229.2K | 0.01% | −7,491−58.3% | Reduced |
| Welch Group, LLC | 5,371 | $230.1K | 0.01% | +10.0% | Added |
| Ethos Financial Group, LLC | 5,388 | $230.8K | 0.02% | 00.0% | Unchanged |
| Stephens Inc | 5,397 | $231.2K | 0.00% | +5,397 | New |
| Callan Family Office, LLC | 5,513 | $236.2K | 0.01% | +5,513 | New |
| Colony Group, LLC | 6,258 | $239.0K | 0.00% | +588+10.4% | Added |
| TMB Capital Partners, LLC | 5,710 | $244.6K | 0.08% | +5,710 | New |
| CIBC Asset Management Inc | 5,753 | $246.5K | 0.00% | 00.0% | Unchanged |
| Guggenheim Capital LLC | 5,783 | $247.7K | 0.00% | −988−14.6% | Reduced |
| United Capital Financial Advisers, LLC | 5,948 | $254.8K | 0.00% | −293−4.7% | Reduced |
| Ritholtz Wealth Management | 5,965 | $255.5K | 0.00% | 00.0% | Unchanged |
| Teton Advisors, LLC | 6,000 | $257.0K | 0.18% | 00.0% | Unchanged |
| Kestra Private Wealth Services, LLC | 6,047 | $259.0K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 6,102 | $261.4K | 0.00% | +403+7.1% | Added |
| Coldstream Capital Management Inc | 6,104 | $261.5K | 0.00% | +283+4.9% | Added |
| Sowell Financial Services LLC | 6,141 | $263.1K | 0.01% | −45−0.7% | Reduced |
| Southeast Asset Advisors Inc. | 6,213 | $266.2K | 0.03% | 00.0% | Unchanged |
| King Luther Capital Management Corp | 6,235 | $267.1K | 0.00% | −119,915−95.1% | Reduced |
| Public Employees Retirement System of Ohio | 6,289 | $269.4K | 0.00% | −88−1.4% | Reduced |
| Fifth Third Wealth Advisors LLC | 6,392 | $273.8K | 0.01% | +15+0.2% | Added |
| Park Place Capital Corp | 6,409 | $274.6K | 0.06% | 00.0% | Unchanged |
| Fayez Sarofim & Co | 6,435 | $275.7K | 0.00% | 00.0% | Unchanged |
| Paragon Capital Management Ltd | 6,487 | $277.9K | 0.06% | +47+0.7% | Added |
| Callahan Advisors, LLC | 6,540 | $280.2K | 0.02% | 00.0% | Unchanged |
| Shelton Capital Management | 6,570 | $281.5K | 0.01% | 00.0% | Unchanged |
| Davis Investment Partners, LLC | 6,606 | $285.5K | 0.10% | 00.0% | Unchanged |
| Johnson Investment Counsel Inc | 6,688 | $286.5K | 0.00% | −629−8.6% | Reduced |
| First City Capital Management, Inc. | 6,761 | $289.6K | 0.15% | +1,242+22.5% | Added |
| Journey Strategic Wealth LLC | 6,808 | $291.7K | 0.01% | +248+3.8% | Added |
| Moody Lynn & Lieberson, LLC | 6,934 | $297.1K | 0.02% | 00.0% | Unchanged |
| Patton Albertson Miller Group, LLC | 6,969 | $298.6K | 0.04% | −705−9.2% | Reduced |
| Sequoia Financial Advisors, LLC | 6,977 | $298.9K | 0.00% | +6,977 | New |
| McElhenny Sheffield Capital Management, LLC | 7,000 | $299.9K | 0.07% | 00.0% | Unchanged |
| Forum Financial Management, LP | 7,064 | $302.6K | 0.00% | 00.0% | Unchanged |
| D. E. Shaw & Co., Inc. | 7,147 | $306.2K | 0.00% | +7,147 | New |
| Lavaca Capital LLC | 7,154 | $306.5K | 0.05% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 7,356 | $315.1K | 0.00% | −386−5.0% | Reduced |
| Mariner, LLC | 7,463 | $320.0K | 0.00% | +7,463 | New |
| Virtu Financial LLC | 7,648 | $328.0K | 0.01% | +7,648 | New |
| Procyon Private Wealth Partners, LLC | 7,689 | $329.4K | 0.02% | 00.0% | Unchanged |
| Premier Fund Managers Ltd | 7,793 | $336.0K | 0.02% | −11,235−59.0% | Reduced |
| The PNC Financial Services Group, Inc. | 7,879 | $337.5K | 0.00% | −146−1.8% | Reduced |
| PenderFund Capital Management Ltd. | 7,975 | $341.6K | 0.05% | +7,975 | New |
| Csenge Advisory Group | 8,059 | $345.2K | 0.02% | +59+0.7% | Added |
| HB Wealth Management, LLC | 8,168 | $349.9K | 0.00% | +8,168 | New |
| Ci Investments Inc. | 8,199 | $351.2K | 0.00% | +6,413+359.1% | Added |
| CWM, LLC | 8,224 | $352.0K | 0.00% | +719+9.6% | Added |
| Swiss Life Asset Management Ltd | 8,238 | $352.9K | 0.00% | 00.0% | Unchanged |
| Chickasaw Capital Management LLC | 8,500 | $364.0K | 0.02% | −1,500−15.0% | Reduced |
| MML Investors Services, LLC | 8,574 | $367.3K | 0.00% | +345+4.2% | Added |
| GWM Advisors LLC | 8,710 | $373.1K | 0.00% | +8,460+3,384.0% | Added |
| Aigen Investment Management, LP | 9,067 | $388.4K | 0.09% | +9,067 | New |
| Commerce Bank | 9,077 | $388.9K | 0.00% | 00.0% | Unchanged |
| Hamilton Capital Partners Inc. | 9,294 | $398.2K | 0.01% | −849−8.4% | Reduced |
| Amundi | 10,031 | $429.7K | 0.00% | +10,031 | New |
| State of Wisconsin Investment Board | 10,098 | $432.6K | 0.00% | −396,728−97.5% | Reduced |
| Tower Research Capital LLC (TRC) | 10,141 | $434.4K | 0.01% | +2,484+32.4% | Added |
| Profund Advisors LLC | 10,210 | $437.4K | 0.01% | −353−3.3% | Reduced |
| Bleakley Financial Group, LLC | 10,374 | $444.4K | 0.01% | +10,374 | New |
| Thoroughbred Financial Services, LLC | 10,396 | $445.0K | 0.03% | 00.0% | Unchanged |
| Ignite Planners, LLC | 10,803 | $454.9K | 0.07% | −713−6.2% | Reduced |
| Rockefeller Capital Management L.P. | 10,795 | $462.5K | 0.00% | +356+3.4% | Added |
| Sterling Capital Management LLC | 10,819 | $463.5K | 0.01% | −63,381−85.4% | Reduced |
| Crossmark Global Holdings, Inc. | 11,326 | $485.2K | 0.01% | 00.0% | Unchanged |
| Regions Financial Corp | 11,468 | $491.3K | 0.00% | +1,286+12.6% | Added |
| US Bancorp | 11,737 | $502.8K | 0.00% | −567−4.6% | Reduced |
| Mackenzie Financial Corp | 11,703 | $503.9K | 0.00% | −237,174−95.3% | Reduced |
| Net Worth Advisory Group | 11,798 | $505.4K | 0.10% | +2,140+22.2% | Added |
| Federated Hermes, Inc. | 12,003 | $514.2K | 0.00% | −98,805−89.2% | Reduced |
| Brinker Capital Investments, LLC | 12,076 | $517.3K | 0.00% | −1,778−12.8% | Reduced |
| Alps Advisors Inc | 12,199 | $522.6K | 0.00% | +99+0.8% | Added |
| CIBC World Markets Corp | 12,360 | $529.5K | 0.00% | +12,360 | New |
| Lazard Asset Management LLC | 12,429 | $532.5K | 0.00% | +20+0.2% | Added |
| Commonwealth Equity Services, LLC | 12,577 | $538.8K | 0.00% | +6,603+110.5% | Added |
| Greenland Capital Management LP | 13,106 | $561.5K | 0.08% | +13,106 | New |
| Abel Hall, LLC | 13,298 | $569.7K | 0.13% | +5,720+75.5% | Added |
| Cetera Investment Advisers | 13,394 | $573.8K | 0.00% | +306+2.3% | Added |
| Securian Asset Management, Inc | 13,575 | $581.6K | 0.02% | −378−2.7% | Reduced |
| Quantinno Capital Management LP | 13,604 | $582.8K | 0.00% | +362+2.7% | Added |
| Eukles Asset Management | 13,795 | $591.0K | 0.23% | +360+2.7% | Added |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 14,080 | $603.2K | 0.00% | −103,472−88.0% | Reduced |
| Strata Wealth Advisors, LLC | 14,163 | $606.7K | 0.17% | −2,274−13.8% | Reduced |
| Intergy Private Wealth, LLC | 14,213 | $608.9K | 0.18% | −35−0.2% | Reduced |
| Prudential Financial Inc | 14,499 | $621.1K | 0.00% | −18,808−56.5% | Reduced |
| Mercer Global Advisors Inc | 14,544 | $623.1K | 0.00% | +2,736+23.2% | Added |
| Inscription Capital, LLC | 15,000 | $642.6K | 0.07% | 00.0% | Unchanged |
| Lathrop Investment Management Corp | 15,200 | $651.0K | 0.12% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 15,271 | $654.2K | 0.00% | +1,069+7.5% | Added |
| Brevan Howard Capital Management LP | 15,676 | $671.6K | 0.01% | +10,153+183.8% | Added |
| Buckingham Strategic Partners | 15,843 | $678.7K | 0.01% | −2,825−15.1% | Reduced |
| Captrust Financial Advisors | 15,928 | $682.3K | 0.00% | −3,127−16.4% | Reduced |
| Beacon Pointe Advisors, LLC | 16,010 | $685.9K | 0.00% | −335−2.0% | Reduced |
| Northwestern Mutual Wealth Management Co | 16,274 | $697.2K | 0.00% | +10,032+160.7% | Added |
| Fairvoy Private Wealth, LLC | 16,376 | $701.5K | 0.16% | 00.0% | Unchanged |
| Oxford Asset Management LLP | 16,774 | $718.6K | 0.25% | +16,774 | New |