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 |
|---|---|---|---|---|---|
| Guggenheim Capital LLC | 15,877 | $833.0K | 0.01% | +216+1.4% | Added |
| Mercer Global Advisors Inc | 15,755 | $827.0K | 0.01% | +20.0% | Added |
| Amalgamated Bank | 15,559 | $817.0K | 0.01% | −713−4.4% | Reduced |
| Louisiana State Employees Retirement System | 15,400 | $808.0K | 0.02% | +1,000+6.9% | Added |
| DuPont Capital Management Corp | 15,260 | $801.0K | 0.03% | −2,157−12.4% | Reduced |
| Clear Harbor Asset Management, LLC | 13,665 | $717.0K | 0.09% | +445+3.4% | Added |
| Venture Visionary Partners LLC | 13,500 | $708.0K | 0.05% | −1,400−9.4% | Reduced |
| Voloridge Investment Management, LLC | 13,401 | $703.0K | 0.00% | −32,154−70.6% | Reduced |
| Oregon Public Employees Retirement Fund | 13,055 | $685.0K | 0.01% | −100−0.8% | Reduced |
| Engineers Gate Manager LP | 13,033 | $684.0K | 0.04% | +2,065+18.8% | Added |
| Voya Investment Management LLC | 12,946 | $679.0K | 0.00% | 00.0% | Unchanged |
| Two Sigma Advisers, LP | 12,800 | $672.0K | 0.00% | −3,700−22.4% | Reduced |
| Maryland State Retirement & Pension System | 12,560 | $664.0K | 0.02% | +12,560 | New |
| Handelsbanken Fonder AB | 12,400 | $651.0K | 0.00% | +1,800+17.0% | Added |
| Envestnet Asset Management Inc | 12,089 | $634.0K | 0.00% | +6,223+106.1% | Added |
| MetLife Investment Management | 11,990 | $629.2K | 0.01% | 00.0% | Unchanged |
| State Board of Administration of Florida Retirement System | 11,604 | $609.0K | 0.00% | 00.0% | Unchanged |
| 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 |
| Hancock Whitney Corp | 11,365 | $597.0K | 0.02% | −259−2.2% | Reduced |
| Navellier & Associates Inc | 11,237 | $590.0K | 0.09% | +11,237 | New |
| Bank of Montreal | 11,124 | $584.0K | 0.00% | −122−1.1% | Reduced |
| 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 |
| HRT Financial LP | 10,651 | $558.0K | 0.00% | +10,651 | New |
| Mesirow Financial Investment Management, Inc. | 10,369 | $544.0K | 1.60% | −299−2.8% | Reduced |
| Teachers Retirement System of the State of Kentucky | 10,305 | $541.0K | 0.01% | 00.0% | Unchanged |
| 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 |
| 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 |
| Emerald Mutual Fund Advisers Trust | 9,210 | $483.0K | 0.02% | +9,210 | New |
| Qube Research & Technologies Ltd | 8,858 | $465.0K | 0.01% | +8,858 | New |
| Metropolitan Life Insurance Co | 8,767 | $460.1K | 0.01% | 00.0% | Unchanged |
| Arizona State Retirement System | 8,261 | $434.0K | 0.00% | −67−0.8% | Reduced |
| Penserra Capital Management LLC | 7,794 | $409.0K | 0.01% | +7,794 | New |
| HSBC Holdings PLC | 7,766 | $405.0K | 0.00% | −15,212−66.2% | Reduced |
| Norges Bank | 7,300 | $383.0K | 0.00% | +7,300 | New |
| Alps Advisors Inc | 7,220 | $379.0K | 0.00% | −261−3.5% | Reduced |
| TD Asset Management Inc | 7,200 | $378.0K | 0.00% | −1,300−15.3% | Reduced |
| First Republic Investment Management, Inc. | 7,028 | $369.0K | 0.00% | −123−1.7% | Reduced |
| Janus Henderson Group PLC | 6,874 | $361.0K | 0.00% | +6,874 | New |
| Everence Capital Management Inc | 6,750 | $354.0K | 0.03% | 00.0% | Unchanged |
| First Citizens Bank & Trust Co | 6,310 | $331.0K | 0.02% | +6,310 | New |
| Steward Partners Investment Advisory, LLC | 6,061 | $318.0K | 0.01% | −879−12.7% | Reduced |
| KBC Group NV | 5,980 | $314.0K | 0.00% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 5,824 | $306.0K | 0.00% | −169,405−96.7% | Reduced |
| State of Wisconsin Investment Board | 5,800 | $304.0K | 0.00% | 00.0% | Unchanged |
| Range Financial Group LLC | 5,377 | $282.0K | 0.20% | +518+10.7% | Added |
| Teacher Retirement System of Texas | 4,933 | $259.0K | 0.00% | +765+18.4% | Added |
| ProShare Advisors LLC | 4,855 | $255.0K | 0.00% | −4,170−46.2% | Reduced |
| Quantedge Capital Pte Ltd | 4,500 | $236.0K | 0.11% | 00.0% | Unchanged |
| Globeflex Capital L P | 4,290 | $225.0K | 0.05% | 00.0% | Unchanged |
| Eqis Capital Management, Inc. | 4,276 | $224.0K | 0.02% | +172+4.2% | Added |
| 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 |
| Cambria Investment Management, L.P. | 4,195 | $220.0K | 0.04% | 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 |
| Cetera Investment Advisers | 4,108 | $216.0K | 0.00% | 00.0% | Unchanged |
| Jump Financial, LLC | 4,100 | $215.0K | 0.02% | +4,100 | New |
| Price T Rowe Associates Inc | 4,049 | $212.0K | 0.00% | +63+1.6% | Added |
| Jane Street Group, LLC | 3,841 | $202.0K | 0.00% | +3,841 | New |
| Schonfeld Strategic Advisors LLC | 3,800 | $200.0K | 0.00% | +3,800 | New |
| GPS Wealth Strategies Group, LLC | 3,711 | $195.0K | 0.05% | +72+2.0% | Added |
| Shell Asset Management Co | 3,371 | $177.0K | 0.00% | −150−4.3% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 3,044 | $160.0K | 0.00% | 00.0% | Unchanged |
| 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 |
| Federated Hermes, Inc. | 2,653 | $139.0K | 0.00% | −189−6.7% | Reduced |
| Ameritas Investment Partners, Inc. | 2,526 | $133.0K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 2,158 | $113.0K | 0.00% | +2,157+215,700.0% | Added |
| Brown Brothers Harriman & Co | 2,105 | $110.0K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 2,008 | $106.0K | 0.00% | +30+1.5% | Added |
| Macquarie Group Ltd | 1,980 | $104.0K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 1,766 | $92.0K | 0.00% | +93+5.6% | Added |
| O'Shaughnessy Asset Management, LLC | 1,628 | $85.0K | 0.00% | −714−30.5% | Reduced |
| Institutional & Family Asset Management, LLC | 1,450 | $76.0K | 0.01% | 00.0% | Unchanged |
| Exane Derivatives | 1,426 | $74.8K | 0.02% | −426−23.0% | Reduced |
| Quantbot Technologies LP | 1,382 | $72.0K | 0.01% | +1,382 | New |
| Lazard Asset Management LLC | 1,257 | $65.0K | 0.00% | −74−5.6% | Reduced |
| BBVA USA | 892 | $47.0K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 851 | $45.0K | 0.00% | −1,055−55.4% | Reduced |
| Sutton Wealth Advisors Inc. | 732 | $38.4K | 0.01% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 220 | $12.0K | 0.00% | +220 | New |
| Bessemer Group Inc | 169 | $9.00K | 0.00% | +169 | New |
| Group One Trading, L.P. | 143 | $8.00K | 0.00% | +143 | New |
| Parkside Financial Bank & Trust | 114 | $6.00K | 0.00% | +1+0.9% | Added |
| Gemmer Asset Management LLC | 102 | $5.00K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 72 | $4.00K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 91 | $4.00K | 0.00% | +55+152.8% | Added |
| First Horizon Advisors, Inc. | 58 | $3.00K | 0.00% | −22−27.5% | Reduced |
| Fifth Third Bancorp | 50 | $3.00K | 0.00% | +50 | New |
| 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 |
| Fieldpoint Private Securities, LLC | 5 | $0 | 0.00% | 00.0% | Unchanged |
| Patriot Financial Partners GP, LP | 0 | $0 | 0.00% | −435,578−100.0% | Sold out |
| Wellington Management Group LLP | 0 | $0 | 0.00% | −164,952−100.0% | Sold out |