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Pathward Financial, Inc.

CASH
Exchange
Nasdaq
Industry
National Commercial Banks
SEC CIK
0000907471

No open-market purchases or sales by Pathward Financial, Inc. insiders were filed in the last 90 days; 288 institutions reported holding it in 13F filings for Q2 2026, worth $1.91B in total; Chou Associates is the only superinvestor holding it.

13F holders, Q1 2021

Institutional positions in Pathward Financial, Inc. as of Mar 31, 2021. 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

Institutional holders
163
No complete 13F data for Q4 2020
Shares held
25.3M
No complete 13F data for Q4 2020
Total value
$1.13B
No complete 13F data for Q4 2020

Holders and value by quarter

Institutions reporting CASH 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.

Institutional holdersQ1 2021: 163 institutions
Q1 2021: 163 institutionsQ2 2021: 185 institutionsQ3 2021: 198 institutionsQ4 2021: 202 institutionsQ1 2022: 205 institutionsQ2 2022: 196 institutionsQ3 2022: 187 institutionsQ4 2022: 182 institutionsQ1 2023: 194 institutionsQ2 2023: 195 institutionsQ3 2023: 209 institutionsQ4 2023: 221 institutionsQ1 2024: 232 institutionsQ2 2024: 229 institutionsQ3 2024: 255 institutionsQ4 2024: 249 institutionsQ1 2025: 254 institutionsQ2 2025: 275 institutionsQ3 2025: 266 institutionsQ4 2025: 265 institutionsQ1 2026: 278 institutionsQ2 2026: 288 institutions
Value heldQ1 2021: $1.13B
Q1 2021: $1.13BQ2 2021: $1.30BQ3 2021: $1.35BQ4 2021: $1.56BQ1 2022: $1.40BQ2 2022: $1.01BQ3 2022: $888.6MQ4 2022: $1.05BQ1 2023: $1.00BQ2 2023: $1.07BQ3 2023: $1.11BQ4 2023: $1.25BQ1 2024: $1.16BQ2 2024: $1.26BQ3 2024: $1.51BQ4 2024: $1.67BQ1 2025: $1.56BQ2 2025: $1.68BQ3 2025: $1.56BQ4 2025: $1.56BQ1 2026: $1.93BQ2 2026: $1.91B
Institutions holding CASH and their total value by quarter
QuarterHoldersValue
Q2 2026288$1.91B
Q1 2026278$1.93B
Q4 2025265$1.56B
Q3 2025266$1.56B
Q2 2025275$1.68B
Q1 2025254$1.56B
Q4 2024249$1.67B
Q3 2024255$1.51B
Q2 2024229$1.26B
Q1 2024232$1.16B
Q4 2023221$1.25B
Q3 2023209$1.11B
Q2 2023195$1.07B
Q1 2023194$1.00B
Q4 2022182$1.05B
Q3 2022187$888.6M
Q2 2022196$1.01B
Q1 2022205$1.40B
Q4 2021202$1.56B
Q3 2021198$1.35B
Q2 2021185$1.30B
Q1 2021163$1.13B

Institutions, Q1 2021

Shares, value and share of portfolio for each institution holding Pathward Financial, Inc..

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.

Institutions holding CASH in Q1 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Huntington National Bank1$00.00%––
First PREMIER Bank10$00.00%––
Fieldpoint Private Securities, LLC5$00.00%––
Versant Capital Management, Inc30$1.00K0.00%––
Rockefeller Capital Management L.P.24$1.00K0.00%––
First Horizon Advisors, Inc.99$4.00K0.00%––
Parkside Financial Bank & Trust105$5.00K0.00%––
Gemmer Asset Management LLC102$5.00K0.00%––
Sowell Financial Services LLC266$13.0K0.00%––
Macquarie Group Ltd366$17.0K0.00%––
Sutton Wealth Advisors Inc.732$33.2K0.01%––
Harvest Fund Management Co., Ltd1,320$59.0K0.01%––
Lazard Asset Management LLC1,331$60.0K0.00%––
Institutional & Family Asset Management, LLC1,450$66.0K0.01%––
GPS Wealth Strategies Group, LLC1,610$72.0K0.02%––
Advisor Group Holdings, Inc.1,642$74.0K0.00%––
Meeder Asset Management Inc1,896$87.0K0.00%––
The PNC Financial Services Group, Inc.1,956$88.0K0.00%––
Brown Brothers Harriman & Co2,105$95.0K0.00%––
Ameritas Investment Partners, Inc.2,526$114.0K0.00%––
O'Shaughnessy Asset Management, LLC2,624$119.0K0.00%––
Lantz Financial LLC122,341$122.0K0.07%––
Nisa Investment Advisors, LLC2,880$130.0K0.00%––
Zurcher Kantonalbank (Zurich Cantonalbank)3,044$138.0K0.00%––
Tower Research Capital LLC (TRC)3,325$150.0K0.00%––
Mutual of America Capital Management LLC4,307$195.0K0.00%––
Federated Hermes, Inc.4,358$197.0K0.00%––
SG Americas Securities, LLC4,579$207.0K0.00%––
Royal Bank of Canada4,666$211.0K0.00%––
Susquehanna International Group, LLP4,841$219.0K0.00%––
Panagora Asset Management Inc5,499$249.0K0.00%––
KBC Group NV5,980$271.0K0.00%––
USA Financial Portformulas Corp6,454$292.0K0.24%––
Platt Investment Counsel, LLC292,074$292.0K0.26%––
Two Sigma Advisers, LP6,500$295.0K0.00%––
Everence Capital Management Inc6,750$306.0K0.03%––
HSBC Holdings PLC6,730$308.0K0.00%––
Caxton Associates LP6,919$313.0K0.03%––
Alps Advisors Inc7,481$339.0K0.00%––
ExodusPoint Capital Management, LP8,229$373.0K0.01%––
Metropolitan Life Insurance Co8,371$379.3K0.01%––
Arizona State Retirement System9,002$408.0K0.00%––
Campbell & CO Investment Adviser LLC9,200$417.0K0.26%––
ProShare Advisors LLC9,252$419.0K0.00%––
Bank of Montreal9,252$431.0K0.00%––
Steward Partners Investment Advisory, LLC9,975$452.0K0.01%––
Mutual Advisors, LLC10,178$461.0K0.03%––
Teachers Retirement System of the State of Kentucky10,305$467.0K0.00%––
Stifel Financial Corp10,328$468.0K0.00%––
Squarepoint Ops LLC10,531$477.0K0.00%––
Mesirow Financial Investment Management, Inc.10,626$481.0K1.31%––
Foundry Partners, LLC11,580$525.0K0.02%––
State Board of Administration of Florida Retirement System11,604$526.0K0.00%––
MetLife Investment Management11,990$543.3K0.00%––
Exchange Traded Concepts, LLC12,386$561.0K0.02%––
Raymond James & Associates12,613$572.0K0.00%––
Clear Harbor Asset Management, LLC13,220$599.0K0.08%––
Voya Investment Management LLC13,683$620.0K0.00%––
Oregon Public Employees Retirement Fund13,798$625.0K0.01%––
TD Asset Management Inc14,500$657.0K0.00%––
Louisiana State Employees Retirement System14,700$666.0K0.02%––
Clarkston Capital Partners, LLC14,947$677.0K0.01%––
Millennium Management LLC15,024$681.0K0.00%––
Guggenheim Capital LLC15,141$686.0K0.00%––
First Trust Advisors LP15,927$722.0K0.00%––
Mercer Global Advisors Inc15,954$723.0K0.01%––
Fullerton Fund Management Co Ltd.16,061$728.0K0.06%––
Engineers Gate Manager LP16,296$738.0K0.04%––
Venture Visionary Partners LLC17,400$788.0K0.07%––
Raymond James Financial Services Advisors, Inc.17,429$790.0K0.00%––
Sippican Capital Advisors17,688$801.0K0.74%––
Manufacturers Life Insurance Company, The17,743$804.0K0.00%––
Hancock Whitney Corp18,228$826.0K0.03%––
QS Investors, LLC19,300$875.0K0.01%––
HRT Financial LP19,380$878.0K0.01%––
American International Group, Inc.20,778$941.0K0.00%––
State of Alaska, Department of Revenue21,831$989.0K0.01%––
State of Tennessee, Treasury Department22,606$1.02M0.00%––
Cubist Systematic Strategies, LLC23,169$1.05M0.01%––
Citigroup Inc23,385$1.06M0.00%––
Two Sigma Investments, LP23,403$1.06M0.00%––
Ergoteles LLC23,450$1.06M0.03%––
Texas Permanent School Fund24,093$1.09M0.01%––
Commonwealth of Pennsylvania Public School Empls Retrmt Sys24,870$1.13M0.01%––
Russell Investments Group, Ltd.25,377$1.15M0.00%––
UBS Asset Management Americas Inc26,379$1.20M0.00%––
Thrivent Financial for Lutherans26,491$1.20M0.00%––
Victory Capital Management Inc27,124$1.23M0.00%––
Jackson Creek Investment Advisors LLC27,156$1.23M0.43%––
Great West Life Assurance Co27,720$1.25M0.00%––
Arrowstreet Capital, Limited Partnership29,457$1.33M0.00%––
Natixis32,000$1.45M0.00%––
Comerica Bank32,515$1.49M0.01%––
Boothbay Fund Management, LLC33,411$1.51M0.08%––
Globeflex Capital L P34,069$1.54M0.28%––
Ensign Peak Advisors, Inc36,000$1.63M0.00%––
New York State Teachers Retirement System36,183$1.64M0.00%––
Pacific Ridge Capital Partners, LLC37,040$1.68M0.32%––
Barclays PLC39,533$1.79M0.00%––
Sigma Planning Corp40,309$1.83M0.06%––