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, Q3 2021
Institutional positions in Pathward Financial, Inc. as of Sep 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
- 198
- +14 vs. Q2 2021
- Shares held
- 25.6M
- +218.7K (+0.9%) vs. Q2 2021
- Total value
- $1.35B
- +$50.6M (+3.9%) vs. Q2 2021
- New holders
- 25
- 62 more added
- Sold out
- 11
- 74 more reduced
1 institution that held it in Q2 2021 haven't filed for Q3 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2021
Shares, value and share of portfolio for each institution holding Pathward Financial, Inc.; share changes are against Q2 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Fieldpoint Private Securities, LLC | 5 | $0 | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 23 | $1.00K | 0.00% | −7−23.3% | Reduced |
| Harbour Investments, Inc. | 11 | $1.00K | 0.00% | +1+10.0% | Added |
| First PREMIER Bank | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| Berman Capital Advisors, LLC | 30 | $1.00K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 58 | $3.00K | 0.00% | −22−27.5% | Reduced |
| Fifth Third Bancorp | 50 | $3.00K | 0.00% | +50 | New |
| Assetmark, Inc | 72 | $4.00K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 91 | $4.00K | 0.00% | +55+152.8% | Added |
| Gemmer Asset Management LLC | 102 | $5.00K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 114 | $6.00K | 0.00% | +1+0.9% | Added |
| Group One Trading, L.P. | 143 | $8.00K | 0.00% | +143 | New |
| Bessemer Group Inc | 169 | $9.00K | 0.00% | +169 | New |
| Ancora Advisors, LLC | 220 | $12.0K | 0.00% | +220 | New |
| Sutton Wealth Advisors Inc. | 732 | $38.4K | 0.01% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 851 | $45.0K | 0.00% | −1,055−55.4% | Reduced |
| BBVA USA | 892 | $47.0K | 0.00% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 1,257 | $65.0K | 0.00% | −74−5.6% | Reduced |
| Quantbot Technologies LP | 1,382 | $72.0K | 0.01% | +1,382 | New |
| Exane Derivatives | 1,426 | $74.8K | 0.02% | −426−23.0% | Reduced |
| Institutional & Family Asset Management, LLC | 1,450 | $76.0K | 0.01% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 1,628 | $85.0K | 0.00% | −714−30.5% | Reduced |
| Advisor Group Holdings, Inc. | 1,766 | $92.0K | 0.00% | +93+5.6% | Added |
| Macquarie Group Ltd | 1,980 | $104.0K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 2,008 | $106.0K | 0.00% | +30+1.5% | Added |
| Brown Brothers Harriman & Co | 2,105 | $110.0K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 2,158 | $113.0K | 0.00% | +2,157+215,700.0% | Added |
| Ameritas Investment Partners, Inc. | 2,526 | $133.0K | 0.00% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 2,653 | $139.0K | 0.00% | −189−6.7% | Reduced |
| Harvest Fund Management Co., Ltd | 2,893 | $151.0K | 0.03% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 2,880 | $151.0K | 0.00% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 3,044 | $160.0K | 0.00% | 00.0% | Unchanged |
| Shell Asset Management Co | 3,371 | $177.0K | 0.00% | −150−4.3% | Reduced |
| GPS Wealth Strategies Group, LLC | 3,711 | $195.0K | 0.05% | +72+2.0% | Added |
| Schonfeld Strategic Advisors LLC | 3,800 | $200.0K | 0.00% | +3,800 | New |
| Jane Street Group, LLC | 3,841 | $202.0K | 0.00% | +3,841 | New |
| Price T Rowe Associates Inc | 4,049 | $212.0K | 0.00% | +63+1.6% | Added |
| Jump Financial, LLC | 4,100 | $215.0K | 0.02% | +4,100 | New |
| Cetera Investment Advisers | 4,108 | $216.0K | 0.00% | 00.0% | Unchanged |
| Foundry Partners, LLC | 4,155 | $218.0K | 0.01% | −6,670−61.6% | Reduced |
| 6 Meridian | 4,146 | $218.0K | 0.02% | −131−3.1% | Reduced |
| Cambria Investment Management, L.P. | 4,195 | $220.0K | 0.04% | 00.0% | Unchanged |
| Mutual of America Capital Management LLC | 4,256 | $223.0K | 0.00% | −282−6.2% | Reduced |
| Meeder Asset Management Inc | 4,255 | $223.0K | 0.01% | +4,229+16,265.4% | Added |
| Eqis Capital Management, Inc. | 4,276 | $224.0K | 0.02% | +172+4.2% | Added |
| Globeflex Capital L P | 4,290 | $225.0K | 0.05% | 00.0% | Unchanged |
| Quantedge Capital Pte Ltd | 4,500 | $236.0K | 0.11% | 00.0% | Unchanged |
| ProShare Advisors LLC | 4,855 | $255.0K | 0.00% | −4,170−46.2% | Reduced |
| Teacher Retirement System of Texas | 4,933 | $259.0K | 0.00% | +765+18.4% | Added |
| Range Financial Group LLC | 5,377 | $282.0K | 0.20% | +518+10.7% | Added |
| State of Wisconsin Investment Board | 5,800 | $304.0K | 0.00% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 5,824 | $306.0K | 0.00% | −169,405−96.7% | Reduced |
| KBC Group NV | 5,980 | $314.0K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 6,061 | $318.0K | 0.01% | −879−12.7% | Reduced |
| First Citizens Bank & Trust Co | 6,310 | $331.0K | 0.02% | +6,310 | New |
| Everence Capital Management Inc | 6,750 | $354.0K | 0.03% | 00.0% | Unchanged |
| Janus Henderson Group PLC | 6,874 | $361.0K | 0.00% | +6,874 | New |
| First Republic Investment Management, Inc. | 7,028 | $369.0K | 0.00% | −123−1.7% | Reduced |
| TD Asset Management Inc | 7,200 | $378.0K | 0.00% | −1,300−15.3% | Reduced |
| Alps Advisors Inc | 7,220 | $379.0K | 0.00% | −261−3.5% | Reduced |
| Norges Bank | 7,300 | $383.0K | 0.00% | +7,300 | New |
| HSBC Holdings PLC | 7,766 | $405.0K | 0.00% | −15,212−66.2% | Reduced |
| Penserra Capital Management LLC | 7,794 | $409.0K | 0.01% | +7,794 | New |
| Arizona State Retirement System | 8,261 | $434.0K | 0.00% | −67−0.8% | Reduced |
| Metropolitan Life Insurance Co | 8,767 | $460.1K | 0.01% | 00.0% | Unchanged |
| Qube Research & Technologies Ltd | 8,858 | $465.0K | 0.01% | +8,858 | New |
| Emerald Mutual Fund Advisers Trust | 9,210 | $483.0K | 0.02% | +9,210 | New |
| Stifel Financial Corp | 9,811 | $515.0K | 0.00% | +40+0.4% | Added |
| AQR Capital Management LLC | 9,816 | $515.0K | 0.00% | +9,816 | New |
| Yorktown Management & Research Co Inc | 10,000 | $525.0K | 0.39% | 00.0% | Unchanged |
| Sphinx Trading, LP | 10,000 | $525.0K | 0.70% | +10,000 | New |
| Teachers Retirement System of the State of Kentucky | 10,305 | $541.0K | 0.01% | 00.0% | Unchanged |
| Mesirow Financial Investment Management, Inc. | 10,369 | $544.0K | 1.60% | −299−2.8% | Reduced |
| HRT Financial LP | 10,651 | $558.0K | 0.00% | +10,651 | New |
| Clarkston Capital Partners, LLC | 10,947 | $574.0K | 0.01% | 00.0% | Unchanged |
| Royal Bank of Canada | 10,940 | $574.0K | 0.00% | +5,965+119.9% | Added |
| Bank of Montreal | 11,124 | $584.0K | 0.00% | −122−1.1% | Reduced |
| Navellier & Associates Inc | 11,237 | $590.0K | 0.09% | +11,237 | New |
| Hancock Whitney Corp | 11,365 | $597.0K | 0.02% | −259−2.2% | Reduced |
| Los Angeles Capital Management LLC | 11,500 | $604.0K | 0.00% | 00.0% | Unchanged |
| Renaissance Technologies LLC | 11,500 | $604.0K | 0.00% | +11,500 | New |
| State Board of Administration of Florida Retirement System | 11,604 | $609.0K | 0.00% | 00.0% | Unchanged |
| MetLife Investment Management | 11,990 | $629.2K | 0.01% | 00.0% | Unchanged |
| Envestnet Asset Management Inc | 12,089 | $634.0K | 0.00% | +6,223+106.1% | Added |
| Handelsbanken Fonder AB | 12,400 | $651.0K | 0.00% | +1,800+17.0% | Added |
| Maryland State Retirement & Pension System | 12,560 | $664.0K | 0.02% | +12,560 | New |
| Two Sigma Advisers, LP | 12,800 | $672.0K | 0.00% | −3,700−22.4% | Reduced |
| Voya Investment Management LLC | 12,946 | $679.0K | 0.00% | 00.0% | Unchanged |
| Engineers Gate Manager LP | 13,033 | $684.0K | 0.04% | +2,065+18.8% | Added |
| Oregon Public Employees Retirement Fund | 13,055 | $685.0K | 0.01% | −100−0.8% | Reduced |
| Voloridge Investment Management, LLC | 13,401 | $703.0K | 0.00% | −32,154−70.6% | Reduced |
| Venture Visionary Partners LLC | 13,500 | $708.0K | 0.05% | −1,400−9.4% | Reduced |
| Clear Harbor Asset Management, LLC | 13,665 | $717.0K | 0.09% | +445+3.4% | Added |
| DuPont Capital Management Corp | 15,260 | $801.0K | 0.03% | −2,157−12.4% | Reduced |
| Louisiana State Employees Retirement System | 15,400 | $808.0K | 0.02% | +1,000+6.9% | Added |
| Amalgamated Bank | 15,559 | $817.0K | 0.01% | −713−4.4% | Reduced |
| Mercer Global Advisors Inc | 15,755 | $827.0K | 0.01% | +20.0% | Added |
| Guggenheim Capital LLC | 15,877 | $833.0K | 0.01% | +216+1.4% | Added |
| United Capital Financial Advisers, LLC | 16,000 | $840.0K | 0.00% | 00.0% | Unchanged |
| Manufacturers Life Insurance Company, The | 16,277 | $854.0K | 0.00% | −1,853−10.2% | Reduced |