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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
Millennium Management LLC15,024$681.0K0.00%––
Clarkston Capital Partners, LLC14,947$677.0K0.01%––
Louisiana State Employees Retirement System14,700$666.0K0.02%––
TD Asset Management Inc14,500$657.0K0.00%––
Oregon Public Employees Retirement Fund13,798$625.0K0.01%––
Voya Investment Management LLC13,683$620.0K0.00%––
Clear Harbor Asset Management, LLC13,220$599.0K0.08%––
Raymond James & Associates12,613$572.0K0.00%––
Exchange Traded Concepts, LLC12,386$561.0K0.02%––
MetLife Investment Management11,990$543.3K0.00%––
State Board of Administration of Florida Retirement System11,604$526.0K0.00%––
Foundry Partners, LLC11,580$525.0K0.02%––
Mesirow Financial Investment Management, Inc.10,626$481.0K1.31%––
Squarepoint Ops LLC10,531$477.0K0.00%––
Stifel Financial Corp10,328$468.0K0.00%––
Teachers Retirement System of the State of Kentucky10,305$467.0K0.00%––
Mutual Advisors, LLC10,178$461.0K0.03%––
Steward Partners Investment Advisory, LLC9,975$452.0K0.01%––
Bank of Montreal9,252$431.0K0.00%––
ProShare Advisors LLC9,252$419.0K0.00%––
Campbell & CO Investment Adviser LLC9,200$417.0K0.26%––
Arizona State Retirement System9,002$408.0K0.00%––
Metropolitan Life Insurance Co8,371$379.3K0.01%––
ExodusPoint Capital Management, LP8,229$373.0K0.01%––
Alps Advisors Inc7,481$339.0K0.00%––
Caxton Associates LP6,919$313.0K0.03%––
HSBC Holdings PLC6,730$308.0K0.00%––
Everence Capital Management Inc6,750$306.0K0.03%––
Two Sigma Advisers, LP6,500$295.0K0.00%––
USA Financial Portformulas Corp6,454$292.0K0.24%––
Platt Investment Counsel, LLC292,074$292.0K0.26%––
KBC Group NV5,980$271.0K0.00%––
Panagora Asset Management Inc5,499$249.0K0.00%––
Susquehanna International Group, LLP4,841$219.0K0.00%––
Royal Bank of Canada4,666$211.0K0.00%––
SG Americas Securities, LLC4,579$207.0K0.00%––
Federated Hermes, Inc.4,358$197.0K0.00%––
Mutual of America Capital Management LLC4,307$195.0K0.00%––
Tower Research Capital LLC (TRC)3,325$150.0K0.00%––
Zurcher Kantonalbank (Zurich Cantonalbank)3,044$138.0K0.00%––
Nisa Investment Advisors, LLC2,880$130.0K0.00%––
Lantz Financial LLC122,341$122.0K0.07%––
O'Shaughnessy Asset Management, LLC2,624$119.0K0.00%––
Ameritas Investment Partners, Inc.2,526$114.0K0.00%––
Brown Brothers Harriman & Co2,105$95.0K0.00%––
The PNC Financial Services Group, Inc.1,956$88.0K0.00%––
Meeder Asset Management Inc1,896$87.0K0.00%––
Advisor Group Holdings, Inc.1,642$74.0K0.00%––
GPS Wealth Strategies Group, LLC1,610$72.0K0.02%––
Institutional & Family Asset Management, LLC1,450$66.0K0.01%––
Lazard Asset Management LLC1,331$60.0K0.00%––
Harvest Fund Management Co., Ltd1,320$59.0K0.01%––
Sutton Wealth Advisors Inc.732$33.2K0.01%––
Macquarie Group Ltd366$17.0K0.00%––
Sowell Financial Services LLC266$13.0K0.00%––
Parkside Financial Bank & Trust105$5.00K0.00%––
Gemmer Asset Management LLC102$5.00K0.00%––
First Horizon Advisors, Inc.99$4.00K0.00%––
Versant Capital Management, Inc30$1.00K0.00%––
Rockefeller Capital Management L.P.24$1.00K0.00%––
Huntington National Bank1$00.00%––
First PREMIER Bank10$00.00%––
Fieldpoint Private Securities, LLC5$00.00%––