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 |
|---|---|---|---|---|---|
| Ronald Blue Trust, Inc. | 6,102 | $261.4K | 0.00% | +403+7.1% | Added |
| Kestra Private Wealth Services, LLC | 6,047 | $259.0K | 0.00% | 00.0% | Unchanged |
| Teton Advisors, LLC | 6,000 | $257.0K | 0.18% | 00.0% | Unchanged |
| Ritholtz Wealth Management | 5,965 | $255.5K | 0.00% | 00.0% | Unchanged |
| United Capital Financial Advisers, LLC | 5,948 | $254.8K | 0.00% | −293−4.7% | Reduced |
| Guggenheim Capital LLC | 5,783 | $247.7K | 0.00% | −988−14.6% | Reduced |
| CIBC Asset Management Inc | 5,753 | $246.5K | 0.00% | 00.0% | Unchanged |
| TMB Capital Partners, LLC | 5,710 | $244.6K | 0.08% | +5,710 | New |
| Colony Group, LLC | 6,258 | $239.0K | 0.00% | +588+10.4% | Added |
| Callan Family Office, LLC | 5,513 | $236.2K | 0.01% | +5,513 | New |
| Stephens Inc | 5,397 | $231.2K | 0.00% | +5,397 | New |
| Ethos Financial Group, LLC | 5,388 | $230.8K | 0.02% | 00.0% | Unchanged |
| Welch Group, LLC | 5,371 | $230.1K | 0.01% | +10.0% | Added |
| Bailard, Inc. | 5,350 | $229.2K | 0.01% | −7,491−58.3% | Reduced |
| KBC Group NV | 5,243 | $225.0K | 0.00% | 00.0% | Unchanged |
| Resources Investment Advisors, LLC. | 5,141 | $220.2K | 0.00% | −1,024−16.6% | Reduced |
| AlphaGrep UK Ltd | 5,062 | $216.9K | 0.07% | +5,062 | New |
| Bartlett & Co. Wealth Management LLC | 5,000 | $215.6K | 0.00% | 00.0% | Unchanged |
| Atria Investments LLC | 5,013 | $214.8K | 0.00% | −1,511−23.2% | Reduced |
| Toroso Investments, LLC | 5,012 | $214.7K | 0.00% | −760−13.2% | Reduced |
| Argent Trust Co | 5,004 | $214.4K | 0.01% | +5,004 | New |
| Mainsail Asset Management, LLC | 4,943 | $211.8K | 0.09% | +4,943 | New |
| Signaturefd, LLC | 4,749 | $203.4K | 0.00% | 00.0% | Unchanged |
| Sanctuary Advisors, LLC | 4,705 | $201.6K | 0.00% | +4,705 | New |
| TD Private Client Wealth LLC | 4,547 | $194.8K | 0.00% | −1,235−21.4% | Reduced |
| HHM Wealth Advisors, LLC | 4,245 | $181.9K | 0.02% | 00.0% | Unchanged |
| CX Institutional | 4,096 | $175.0K | 0.01% | +30+0.7% | Added |
| Longfellow Investment Management Co LLC | 3,800 | $162.8K | 0.04% | +3,800 | New |
| Torren Management, LLC | 2,868 | $122.9K | 0.06% | +2,868 | New |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 2,838 | $122.0K | 0.00% | +825+41.0% | Added |
| Jones Financial Companies LLLP | 2,806 | $120.2K | 0.00% | +177+6.7% | Added |
| DekaBank Deutsche Girozentrale | 3,636 | $112.0K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 2,505 | $107.3K | 0.00% | −3,929−61.1% | Reduced |
| Bayforest Capital Ltd | 2,477 | $106.1K | 0.08% | −1,547−38.4% | Reduced |
| GAMMA Investing LLC | 2,388 | $102.3K | 0.01% | +353+17.3% | Added |
| Hantz Financial Services, Inc. | 2,355 | $101.0K | 0.00% | +1,014+75.6% | Added |
| Steward Partners Investment Advisory, LLC | 2,294 | $98.3K | 0.00% | −62,858−96.5% | Reduced |
| Parkside Financial Bank & Trust | 2,250 | $96.4K | 0.01% | +502+28.7% | Added |
| Citizens National Bank Trust Department | 2,200 | $94.2K | 0.02% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 2,080 | $89.1K | 0.00% | +1,466+238.8% | Added |
| Nomura Asset Management Co Ltd | 1,870 | $80.1K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 1,860 | $79.7K | 0.01% | −9−0.5% | Reduced |
| Umb Bank N A | 1,831 | $78.4K | 0.00% | +364+24.8% | Added |
| Covestor Ltd | 1,663 | $72.0K | 0.04% | −2,200−57.0% | Reduced |
| Abound Wealth Management | 1,665 | $71.3K | 0.02% | 00.0% | Unchanged |
| Fifth Third Bancorp | 1,657 | $71.0K | 0.00% | +48+3.0% | Added |
| Eurizon Capital SGR S.p.A. | 1,473 | $63.1K | 0.00% | +1,473 | New |
| Advisor Group Holdings, Inc. | 1,419 | $60.8K | 0.00% | −261−15.5% | Reduced |
| Smartleaf Asset Management LLC | 1,207 | $52.1K | 0.00% | +493+69.0% | Added |
| 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 |
| Peck Wealth Management, LLC | 1,000 | $42.8K | 0.04% | 00.0% | Unchanged |
| Optiver Holding B.V. | 944 | $40.4K | 0.00% | −557−37.1% | Reduced |
| Community Bank, N.A. | 931 | $39.9K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 834 | $37.7K | 0.00% | 00.0% | Unchanged |
| Basecamp Wealth Advisors LLC | 820 | $35.1K | 0.01% | +820 | New |
| Harbor Capital Advisors, Inc. | 826 | $35.0K | 0.00% | −14−1.7% | Reduced |
| FNY Investment Advisers, LLC | 800 | $34.0K | 0.01% | 00.0% | Unchanged |
| Los Angeles Capital Management LLC | 846 | $31.6K | 0.00% | −7,314−89.6% | Reduced |
| Rothschild Investment LLC | 645 | $27.6K | 0.00% | +190+41.8% | Added |
| Triumph Capital Management | 600 | $25.7K | 0.01% | +600 | New |
| Farther Finance Advisors, LLC | 531 | $22.8K | 0.00% | +25+4.9% | Added |
| Root Financial Partners, LLC | 517 | $22.1K | 0.00% | +44+9.3% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 500 | $21.6K | 0.00% | 00.0% | Unchanged |
| Inlight Wealth Management, LLC | 500 | $21.4K | 0.01% | +500 | New |
| Parallel Advisors, LLC | 453 | $19.4K | 0.00% | 00.0% | Unchanged |
| DV Trading LLC | 400 | $17.1K | 0.00% | +400 | New |
| Assetmark, Inc | 389 | $16.7K | 0.00% | +136+53.8% | Added |
| Keating Financial Advisory Services, Inc. | 339 | $14.5K | 0.00% | +339 | New |
| Pinnacle Wealth Planning Services, Inc. | 333 | $14.3K | 0.00% | +333 | New |
| Meeder Asset Management Inc | 326 | $14.0K | 0.00% | −29−8.2% | Reduced |
| Richardson Capital Management LLC | 295 | $12.6K | 0.01% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 266 | $11.4K | 0.00% | −2,153−89.0% | Reduced |
| Huntington National Bank | 226 | $9.68K | 0.00% | −20−8.1% | Reduced |
| Allworth Financial LP | 225 | $9.64K | 0.00% | −87−27.9% | Reduced |
| Salomon & Ludwin, LLC | 213 | $9.43K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 214 | $9.18K | 0.00% | +21+10.9% | Added |
| Quent Capital, LLC | 213 | $9.11K | 0.00% | +19+9.8% | Added |
| Essential Partners LLC | 210 | $9.00K | 0.00% | +9+4.5% | Added |
| Rosenberg Matthew Hamilton | 203 | $8.70K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 195 | $8.35K | 0.00% | 00.0% | Unchanged |
| SageView Advisory Group, LLC | 190 | $8.14K | 0.00% | +190 | New |
| Massmutual Trust Co FSB | 187 | $8.01K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 176 | $7.54K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 158 | $6.77K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 153 | $6.55K | 0.00% | 00.0% | Unchanged |
| Elyxium Wealth, LLC | 143 | $6.13K | 0.00% | +143 | New |
| BankPlus Trust Department | 142 | $6.08K | 0.00% | −358−71.6% | Reduced |
| JFS Wealth Advisors, LLC | 130 | $5.57K | 0.00% | 00.0% | Unchanged |
| First Horizon Corp | 113 | $4.84K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 104 | $4.48K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 103 | $4.41K | 0.00% | −56−35.2% | Reduced |
| Activest Wealth Management | 102 | $4.37K | 0.00% | −58−36.3% | Reduced |
| Avion Wealth | 102 | $4.00K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 87 | $3.73K | 0.00% | −13−13.0% | Reduced |
| Bell Investment Advisors, Inc | 51 | $2.19K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 50 | $2.14K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 49 | $2.10K | 0.00% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 44 | $1.89K | 0.00% | +44 | New |
| Rialto Wealth Management, LLC | 37 | $1.59K | 0.00% | +3+8.8% | Added |