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, Q2 2021
Institutional positions in Pathward Financial, Inc. as of Jun 30, 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
- 185
- +22 vs. Q1 2021
- Shares held
- 25.4M
- +146.4K (+0.6%) vs. Q1 2021
- Total value
- $1.30B
- +$168.3M (+14.9%) vs. Q1 2021
- New holders
- 35
- 50 more added
- Sold out
- 13
- 76 more reduced
Compare with Q1 2021: new holders, sold out and not filed yet
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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 288 | $1.91B |
| Q1 2026 | 278 | $1.93B |
| Q4 2025 | 265 | $1.56B |
| Q3 2025 | 266 | $1.56B |
| Q2 2025 | 275 | $1.68B |
| Q1 2025 | 254 | $1.56B |
| Q4 2024 | 249 | $1.67B |
| Q3 2024 | 255 | $1.51B |
| Q2 2024 | 229 | $1.26B |
| Q1 2024 | 232 | $1.16B |
| Q4 2023 | 221 | $1.25B |
| Q3 2023 | 209 | $1.11B |
| Q2 2023 | 195 | $1.07B |
| Q1 2023 | 194 | $1.00B |
| Q4 2022 | 182 | $1.05B |
| Q3 2022 | 187 | $888.6M |
| Q2 2022 | 196 | $1.01B |
| Q1 2022 | 205 | $1.40B |
| Q4 2021 | 202 | $1.56B |
| Q3 2021 | 198 | $1.35B |
| Q2 2021 | 185 | $1.30B |
| Q1 2021 | 163 | $1.13B |
Institutions, Q2 2021
Shares, value and share of portfolio for each institution holding Pathward Financial, Inc.; share changes are against Q1 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Huntington National Bank | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Fieldpoint Private Securities, LLC | 5 | $0 | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 26 | $1.00K | 0.00% | −1,870−98.6% | Reduced |
| Rockefeller Capital Management L.P. | 36 | $1.00K | 0.00% | +12+50.0% | Added |
| First PREMIER Bank | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 10 | $1.00K | 0.00% | +10 | New |
| Advisory Services Network, LLC | 22 | $1.00K | 0.00% | +22 | New |
| Berman Capital Advisors, LLC | 30 | $1.00K | 0.00% | +30 | New |
| Versant Capital Management, Inc | 30 | $2.00K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 80 | $4.00K | 0.00% | −19−19.2% | Reduced |
| Assetmark, Inc | 72 | $4.00K | 0.00% | +72 | New |
| Gemmer Asset Management LLC | 102 | $5.00K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 113 | $6.00K | 0.00% | +8+7.6% | Added |
| Sutton Wealth Advisors Inc. | 732 | $37.1K | 0.01% | 00.0% | Unchanged |
| BBVA USA | 892 | $45.0K | 0.00% | +892 | New |
| Lazard Asset Management LLC | 1,331 | $67.0K | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 1,450 | $73.0K | 0.01% | 00.0% | Unchanged |
| Simplex Trading, LLC | 1,606 | $81.0K | 0.00% | +1,606 | New |
| Advisor Group Holdings, Inc. | 1,673 | $85.0K | 0.00% | +31+1.9% | Added |
| Exane Derivatives | 1,852 | $92.2K | 0.02% | +1,852 | New |
| Tower Research Capital LLC (TRC) | 1,906 | $97.0K | 0.00% | −1,419−42.7% | Reduced |
| The PNC Financial Services Group, Inc. | 1,978 | $99.0K | 0.00% | +22+1.1% | Added |
| Macquarie Group Ltd | 1,980 | $100.0K | 0.00% | +1,614+441.0% | Added |
| Brown Brothers Harriman & Co | 2,105 | $107.0K | 0.00% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 2,342 | $119.0K | 0.00% | −282−10.7% | Reduced |
| Ameritas Investment Partners, Inc. | 2,526 | $128.0K | 0.00% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 2,842 | $144.0K | 0.00% | −1,516−34.8% | Reduced |
| Nisa Investment Advisors, LLC | 2,880 | $146.0K | 0.00% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 2,893 | $149.0K | 0.02% | +1,573+119.2% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 3,044 | $154.0K | 0.00% | 00.0% | Unchanged |
| Shell Asset Management Co | 3,521 | $178.0K | 0.00% | +3,521 | New |
| GPS Wealth Strategies Group, LLC | 3,639 | $184.0K | 0.05% | +2,029+126.0% | Added |
| Price T Rowe Associates Inc | 3,986 | $202.0K | 0.00% | +3,986 | New |
| Eqis Capital Management, Inc. | 4,104 | $208.0K | 0.02% | +4,104 | New |
| Cetera Investment Advisers | 4,108 | $208.0K | 0.00% | +4,108 | New |
| Teacher Retirement System of Texas | 4,168 | $211.0K | 0.00% | +4,168 | New |
| Cambria Investment Management, L.P. | 4,195 | $212.0K | 0.04% | +4,195 | New |
| Globeflex Capital L P | 4,290 | $217.0K | 0.04% | −29,779−87.4% | Reduced |
| 6 Meridian | 4,277 | $217.0K | 0.02% | +4,277 | New |
| Quantedge Capital Pte Ltd | 4,500 | $228.0K | 0.11% | +4,500 | New |
| Mutual of America Capital Management LLC | 4,538 | $230.0K | 0.00% | +231+5.4% | Added |
| Range Financial Group LLC | 4,859 | $246.0K | 0.18% | +4,859 | New |
| Royal Bank of Canada | 4,975 | $252.0K | 0.00% | +309+6.6% | Added |
| USA Financial Portformulas Corp | 5,300 | $268.0K | 0.22% | −1,154−17.9% | Reduced |
| State of Wisconsin Investment Board | 5,800 | $294.0K | 0.00% | +5,800 | New |
| Envestnet Asset Management Inc | 5,866 | $297.0K | 0.00% | +5,866 | New |
| KBC Group NV | 5,980 | $303.0K | 0.00% | 00.0% | Unchanged |
| Sequoia Financial Advisors, LLC | 6,000 | $304.0K | 0.01% | +6,000 | New |
| Everence Capital Management Inc | 6,750 | $342.0K | 0.03% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 6,940 | $351.0K | 0.01% | −3,035−30.4% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 7,073 | $358.0K | 0.00% | −10,356−59.4% | Reduced |
| First Republic Investment Management, Inc. | 7,151 | $362.0K | 0.00% | +7,151 | New |
| Alps Advisors Inc | 7,481 | $379.0K | 0.00% | 00.0% | Unchanged |
| PEAK6 Investments LLC | 7,562 | $383.0K | 0.01% | +7,562 | New |
| TD Asset Management Inc | 8,500 | $422.0K | 0.00% | −6,000−41.4% | Reduced |
| Arizona State Retirement System | 8,328 | $422.0K | 0.00% | −674−7.5% | Reduced |
| Metropolitan Life Insurance Co | 8,767 | $443.9K | 0.01% | +396+4.7% | Added |
| ProShare Advisors LLC | 9,025 | $457.0K | 0.00% | −227−2.5% | Reduced |
| Squarepoint Ops LLC | 9,165 | $464.0K | 0.00% | −1,366−13.0% | Reduced |
| Stifel Financial Corp | 9,771 | $495.0K | 0.00% | −557−5.4% | Reduced |
| Yorktown Management & Research Co Inc | 10,000 | $506.0K | 0.40% | +10,000 | New |
| Teachers Retirement System of the State of Kentucky | 10,305 | $522.0K | 0.00% | 00.0% | Unchanged |
| Handelsbanken Fonder AB | 10,600 | $537.0K | 0.00% | +10,600 | New |
| Mesirow Financial Investment Management, Inc. | 10,668 | $540.0K | 1.38% | +42+0.4% | Added |
| Foundry Partners, LLC | 10,825 | $548.0K | 0.02% | −755−6.5% | Reduced |
| Clarkston Capital Partners, LLC | 10,947 | $554.0K | 0.01% | −4,000−26.8% | Reduced |
| Engineers Gate Manager LP | 10,968 | $555.0K | 0.04% | −5,328−32.7% | Reduced |
| State of Tennessee, Treasury Department | 11,495 | $582.0K | 0.00% | −11,111−49.2% | Reduced |
| Los Angeles Capital Management LLC | 11,500 | $582.0K | 0.00% | +11,500 | New |
| Bank of Montreal | 11,246 | $584.0K | 0.00% | +1,994+21.6% | Added |
| Hancock Whitney Corp | 11,624 | $588.0K | 0.02% | −6,604−36.2% | Reduced |
| State Board of Administration of Florida Retirement System | 11,604 | $588.0K | 0.00% | 00.0% | Unchanged |
| MetLife Investment Management | 11,990 | $607.1K | 0.01% | 00.0% | Unchanged |
| Voya Investment Management LLC | 12,946 | $655.0K | 0.00% | −737−5.4% | Reduced |
| Oregon Public Employees Retirement Fund | 13,155 | $666.0K | 0.01% | −643−4.7% | Reduced |
| Clear Harbor Asset Management, LLC | 13,220 | $669.0K | 0.08% | 00.0% | Unchanged |
| Fullerton Fund Management Co Ltd. | 13,406 | $679.0K | 0.05% | −2,655−16.5% | Reduced |
| Louisiana State Employees Retirement System | 14,400 | $729.0K | 0.02% | −300−2.0% | Reduced |
| Tudor Investment Corp Et Al | 14,511 | $735.0K | 0.01% | +14,511 | New |
| Venture Visionary Partners LLC | 14,900 | $754.0K | 0.06% | −2,500−14.4% | Reduced |
| Assenagon Asset Management S.A. | 15,160 | $768.0K | 0.00% | +15,160 | New |
| Guggenheim Capital LLC | 15,661 | $793.0K | 0.00% | +520+3.4% | Added |
| Wedbush Securities Inc | 15,722 | $796.0K | 0.04% | +15,722 | New |
| Mercer Global Advisors Inc | 15,753 | $798.0K | 0.01% | −201−1.3% | Reduced |
| United Capital Financial Advisers, LLC | 16,000 | $810.0K | 0.00% | +16,000 | New |
| Amalgamated Bank | 16,272 | $824.0K | 0.01% | +16,272 | New |
| Two Sigma Advisers, LP | 16,500 | $835.0K | 0.00% | +10,000+153.8% | Added |
| DuPont Capital Management Corp | 17,417 | $882.0K | 0.02% | +17,417 | New |
| Sippican Capital Advisors | 17,638 | $893.0K | 0.78% | −50−0.3% | Reduced |
| Wells Fargo & Company | 17,700 | $896.0K | 0.00% | −28,668−61.8% | Reduced |
| Manufacturers Life Insurance Company, The | 18,130 | $918.0K | 0.00% | +387+2.2% | Added |
| Panagora Asset Management Inc | 18,152 | $919.0K | 0.00% | +12,653+230.1% | Added |
| QS Investors, LLC | 19,300 | $978.0K | 0.01% | 00.0% | Unchanged |
| American International Group, Inc. | 20,463 | $1.04M | 0.00% | −315−1.5% | Reduced |
| Deutsche Bank AG | 21,962 | $1.11M | 0.00% | −128,930−85.4% | Reduced |
| State of Alaska, Department of Revenue | 22,091 | $1.12M | 0.01% | +260+1.2% | Added |
| HSBC Holdings PLC | 22,978 | $1.17M | 0.00% | +16,248+241.4% | Added |
| Exchange Traded Concepts, LLC | 23,631 | $1.20M | 0.04% | +11,245+90.8% | Added |
| South Dakota Investment Council | 23,639 | $1.20M | 0.02% | −49,070−67.5% | Reduced |
| Texas Permanent School Fund | 23,791 | $1.21M | 0.01% | −302−1.3% | Reduced |