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 |
|---|---|---|---|---|---|
| United Capital Financial Advisers, LLC | 16,000 | $810.0K | 0.00% | +16,000 | New |
| Mercer Global Advisors Inc | 15,753 | $798.0K | 0.01% | −201−1.3% | Reduced |
| Wedbush Securities Inc | 15,722 | $796.0K | 0.04% | +15,722 | New |
| Guggenheim Capital LLC | 15,661 | $793.0K | 0.00% | +520+3.4% | Added |
| Assenagon Asset Management S.A. | 15,160 | $768.0K | 0.00% | +15,160 | New |
| Venture Visionary Partners LLC | 14,900 | $754.0K | 0.06% | −2,500−14.4% | Reduced |
| Tudor Investment Corp Et Al | 14,511 | $735.0K | 0.01% | +14,511 | New |
| Louisiana State Employees Retirement System | 14,400 | $729.0K | 0.02% | −300−2.0% | Reduced |
| Fullerton Fund Management Co Ltd. | 13,406 | $679.0K | 0.05% | −2,655−16.5% | Reduced |
| Clear Harbor Asset Management, LLC | 13,220 | $669.0K | 0.08% | 00.0% | Unchanged |
| Oregon Public Employees Retirement Fund | 13,155 | $666.0K | 0.01% | −643−4.7% | Reduced |
| Voya Investment Management LLC | 12,946 | $655.0K | 0.00% | −737−5.4% | Reduced |
| MetLife Investment Management | 11,990 | $607.1K | 0.01% | 00.0% | Unchanged |
| 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 |
| Bank of Montreal | 11,246 | $584.0K | 0.00% | +1,994+21.6% | Added |
| 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 |
| Engineers Gate Manager LP | 10,968 | $555.0K | 0.04% | −5,328−32.7% | Reduced |
| Clarkston Capital Partners, LLC | 10,947 | $554.0K | 0.01% | −4,000−26.8% | Reduced |
| Foundry Partners, LLC | 10,825 | $548.0K | 0.02% | −755−6.5% | Reduced |
| Mesirow Financial Investment Management, Inc. | 10,668 | $540.0K | 1.38% | +42+0.4% | Added |
| Handelsbanken Fonder AB | 10,600 | $537.0K | 0.00% | +10,600 | New |
| Teachers Retirement System of the State of Kentucky | 10,305 | $522.0K | 0.00% | 00.0% | Unchanged |
| Yorktown Management & Research Co Inc | 10,000 | $506.0K | 0.40% | +10,000 | New |
| Stifel Financial Corp | 9,771 | $495.0K | 0.00% | −557−5.4% | Reduced |
| Squarepoint Ops LLC | 9,165 | $464.0K | 0.00% | −1,366−13.0% | Reduced |
| ProShare Advisors LLC | 9,025 | $457.0K | 0.00% | −227−2.5% | Reduced |
| Metropolitan Life Insurance Co | 8,767 | $443.9K | 0.01% | +396+4.7% | Added |
| 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 |
| PEAK6 Investments LLC | 7,562 | $383.0K | 0.01% | +7,562 | New |
| Alps Advisors Inc | 7,481 | $379.0K | 0.00% | 00.0% | Unchanged |
| First Republic Investment Management, Inc. | 7,151 | $362.0K | 0.00% | +7,151 | New |
| Raymond James Financial Services Advisors, Inc. | 7,073 | $358.0K | 0.00% | −10,356−59.4% | Reduced |
| Steward Partners Investment Advisory, LLC | 6,940 | $351.0K | 0.01% | −3,035−30.4% | Reduced |
| Everence Capital Management Inc | 6,750 | $342.0K | 0.03% | 00.0% | Unchanged |
| Sequoia Financial Advisors, LLC | 6,000 | $304.0K | 0.01% | +6,000 | New |
| KBC Group NV | 5,980 | $303.0K | 0.00% | 00.0% | Unchanged |
| Envestnet Asset Management Inc | 5,866 | $297.0K | 0.00% | +5,866 | New |
| State of Wisconsin Investment Board | 5,800 | $294.0K | 0.00% | +5,800 | New |
| USA Financial Portformulas Corp | 5,300 | $268.0K | 0.22% | −1,154−17.9% | Reduced |
| Royal Bank of Canada | 4,975 | $252.0K | 0.00% | +309+6.6% | Added |
| Range Financial Group LLC | 4,859 | $246.0K | 0.18% | +4,859 | New |
| Mutual of America Capital Management LLC | 4,538 | $230.0K | 0.00% | +231+5.4% | Added |
| Quantedge Capital Pte Ltd | 4,500 | $228.0K | 0.11% | +4,500 | 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 |
| Cambria Investment Management, L.P. | 4,195 | $212.0K | 0.04% | +4,195 | New |
| Teacher Retirement System of Texas | 4,168 | $211.0K | 0.00% | +4,168 | 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 |
| Price T Rowe Associates Inc | 3,986 | $202.0K | 0.00% | +3,986 | New |
| GPS Wealth Strategies Group, LLC | 3,639 | $184.0K | 0.05% | +2,029+126.0% | Added |
| Shell Asset Management Co | 3,521 | $178.0K | 0.00% | +3,521 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 3,044 | $154.0K | 0.00% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 2,893 | $149.0K | 0.02% | +1,573+119.2% | Added |
| Nisa Investment Advisors, LLC | 2,880 | $146.0K | 0.00% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 2,842 | $144.0K | 0.00% | −1,516−34.8% | Reduced |
| Ameritas Investment Partners, Inc. | 2,526 | $128.0K | 0.00% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 2,342 | $119.0K | 0.00% | −282−10.7% | Reduced |
| Brown Brothers Harriman & Co | 2,105 | $107.0K | 0.00% | 00.0% | Unchanged |
| Macquarie Group Ltd | 1,980 | $100.0K | 0.00% | +1,614+441.0% | Added |
| The PNC Financial Services Group, Inc. | 1,978 | $99.0K | 0.00% | +22+1.1% | Added |
| Tower Research Capital LLC (TRC) | 1,906 | $97.0K | 0.00% | −1,419−42.7% | Reduced |
| Exane Derivatives | 1,852 | $92.2K | 0.02% | +1,852 | New |
| Advisor Group Holdings, Inc. | 1,673 | $85.0K | 0.00% | +31+1.9% | Added |
| Simplex Trading, LLC | 1,606 | $81.0K | 0.00% | +1,606 | New |
| Institutional & Family Asset Management, LLC | 1,450 | $73.0K | 0.01% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 1,331 | $67.0K | 0.00% | 00.0% | Unchanged |
| BBVA USA | 892 | $45.0K | 0.00% | +892 | New |
| Sutton Wealth Advisors Inc. | 732 | $37.1K | 0.01% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 113 | $6.00K | 0.00% | +8+7.6% | Added |
| Gemmer Asset Management LLC | 102 | $5.00K | 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 |
| Versant Capital Management, Inc | 30 | $2.00K | 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 |
| Huntington National Bank | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Fieldpoint Private Securities, LLC | 5 | $0 | 0.00% | 00.0% | Unchanged |
| Maltese Capital Management LLC | 0 | $0 | 0.00% | −160,530−100.0% | Sold out |
| Roubaix Capital, LLC | 0 | $0 | 0.00% | −72,552−100.0% | Sold out |
| California Public Employees Retirement System | 0 | $0 | 0.00% | −68,100−100.0% | Sold out |
| Ergoteles LLC | 0 | $0 | 0.00% | −23,450−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −19,380−100.0% | Sold out |
| Mutual Advisors, LLC | 0 | $0 | 0.00% | −10,178−100.0% | Sold out |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −9,200−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −8,229−100.0% | Sold out |
| Caxton Associates LP | 0 | $0 | 0.00% | −6,919−100.0% | Sold out |
| Platt Investment Counsel, LLC | 0 | $0 | 0.00% | −292,074−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −4,841−100.0% | Sold out |
| Lantz Financial LLC | 0 | $0 | 0.00% | −122,341−100.0% | Sold out |
| Sowell Financial Services LLC | 0 | $0 | 0.00% | −266−100.0% | Sold out |