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, Q4 2021
Institutional positions in Pathward Financial, Inc. as of Dec 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
- 202
- +6 vs. Q3 2021
- Shares held
- 34.4M
- +8.77M (+34.2%) vs. Q3 2021
- Total value
- $1.56B
- +$214.5M (+15.9%) vs. Q3 2021
- New holders
- 33
- 58 more added
- Sold out
- 27
- 86 more reduced
2 institutions that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2021
Shares, value and share of portfolio for each institution holding Pathward Financial, Inc.; share changes are against Q3 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Fieldpoint Private Securities, LLC | 5 | $0 | 0.00% | 00.0% | Unchanged |
| First PREMIER Bank | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 23 | $1.00K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 13 | $1.00K | 0.00% | +13 | New |
| EverSource Wealth Advisors, LLC | 55 | $3.00K | 0.00% | +55 | New |
| Assetmark, Inc | 67 | $4.00K | 0.00% | −5−6.9% | Reduced |
| Fifth Third Bancorp | 74 | $4.00K | 0.00% | +24+48.0% | Added |
| Group One Trading, L.P. | 100 | $6.00K | 0.00% | −43−30.1% | Reduced |
| Gemmer Asset Management LLC | 102 | $6.00K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 114 | $7.00K | 0.00% | 00.0% | Unchanged |
| Exane Derivatives | 161 | $9.61K | 0.00% | −1,265−88.7% | Reduced |
| Chilton Capital Management LLC | 180 | $11.0K | 0.00% | +180 | New |
| Ancora Advisors, LLC | 220 | $13.0K | 0.00% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 350 | $21.0K | 0.00% | −2,303−86.8% | Reduced |
| Institutional & Family Asset Management, LLC | 450 | $27.0K | 0.00% | −1,000−69.0% | Reduced |
| Tower Research Capital LLC (TRC) | 627 | $37.0K | 0.00% | −224−26.3% | Reduced |
| Altshuler Shaham Ltd | 738 | $44.0K | 0.00% | +738 | New |
| Sutton Wealth Advisors Inc. | 739 | $44.1K | 0.01% | +7+1.0% | Added |
| First Community Trust NA | 900 | $53.7K | 0.04% | +900 | New |
| Walleye Trading LLC | 960 | $57.0K | 0.00% | +960 | New |
| Huntington National Bank | 1,247 | $74.0K | 0.00% | −911−42.2% | Reduced |
| Lazard Asset Management LLC | 1,412 | $84.0K | 0.00% | +155+12.3% | Added |
| Retirement Guys Formula LLC | 87,400 | $87.0K | 0.07% | +87,400 | New |
| Advisor Group Holdings, Inc. | 1,663 | $100.0K | 0.00% | −103−5.8% | Reduced |
| Harvest Fund Management Co., Ltd | 1,895 | $113.0K | 0.02% | −998−34.5% | Reduced |
| Signet Financial Management, LLC | 1,934 | $115.0K | 0.02% | +1,934 | New |
| Macquarie Group Ltd | 1,980 | $118.0K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 1,983 | $118.0K | 0.00% | +1,892+2,079.1% | Added |
| USA Financial Portformulas Corp | 2,029 | $121.0K | 0.10% | +2,029 | New |
| Brown Brothers Harriman & Co | 2,105 | $126.0K | 0.00% | 00.0% | Unchanged |
| Point72 Hong Kong Ltd | 2,283 | $136.0K | 0.01% | +2,283 | New |
| Ameritas Investment Partners, Inc. | 2,526 | $151.0K | 0.01% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 2,880 | $171.0K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 2,891 | $173.0K | 0.00% | +883+44.0% | Added |
| SG Americas Securities, LLC | 3,298 | $197.0K | 0.00% | −2,526−43.4% | Reduced |
| City State Bank | 3,365 | $201.0K | 0.12% | +3,365 | New |
| Quantedge Capital Pte Ltd | 3,400 | $203.0K | 0.09% | −1,100−24.4% | Reduced |
| HighTower Advisors, LLC | 3,633 | $217.0K | 0.00% | +3,633 | New |
| GPS Wealth Strategies Group, LLC | 3,678 | $219.0K | 0.05% | −33−0.9% | Reduced |
| Shell Asset Management Co | 3,716 | $222.0K | 0.00% | +345+10.2% | Added |
| Caxton Associates LP | 3,740 | $223.0K | 0.03% | +3,740 | New |
| Eqis Capital Management, Inc. | 3,762 | $224.0K | 0.02% | −514−12.0% | Reduced |
| Blueshift Asset Management, LLC | 3,777 | $225.0K | 0.02% | +3,777 | New |
| Price T Rowe Associates Inc | 3,914 | $234.0K | 0.00% | −135−3.3% | Reduced |
| Beck Capital Management, LLC | 3,943 | $235.0K | 0.07% | +3,943 | New |
| 6 Meridian | 4,160 | $248.0K | 0.02% | +14+0.3% | Added |
| Cambria Investment Management, L.P. | 4,195 | $250.0K | 0.04% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 4,219 | $252.0K | 0.03% | −36−0.8% | Reduced |
| Globeflex Capital L P | 4,290 | $256.0K | 0.05% | 00.0% | Unchanged |
| Jane Street Group, LLC | 4,300 | $257.0K | 0.00% | +459+12.0% | Added |
| Mutual of America Capital Management LLC | 4,327 | $258.0K | 0.00% | +71+1.7% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 4,497 | $268.0K | 0.00% | +1,453+47.7% | Added |
| Verition Fund Management LLC | 4,554 | $272.0K | 0.00% | +4,554 | New |
| First Citizens Bank & Trust Co | 4,714 | $281.0K | 0.01% | −1,596−25.3% | Reduced |
| Brown Advisory Inc | 4,728 | $282.0K | 0.00% | +4,728 | New |
| Foundry Partners, LLC | 4,880 | $291.0K | 0.01% | +725+17.4% | Added |
| Range Financial Group LLC | 5,132 | $306.0K | 0.20% | −245−4.6% | Reduced |
| Redhawk Wealth Advisors, Inc. | 5,360 | $320.0K | 0.08% | +5,360 | New |
| Lido Advisors, LLC | 5,476 | $326.0K | 0.01% | +5,476 | New |
| State of Wisconsin Investment Board | 5,800 | $346.0K | 0.00% | 00.0% | Unchanged |
| Teacher Retirement System of Texas | 5,844 | $349.0K | 0.00% | +911+18.5% | Added |
| KBC Group NV | 5,980 | $357.0K | 0.00% | 00.0% | Unchanged |
| Oppenheimer & Co Inc | 6,059 | $361.0K | 0.01% | +6,059 | New |
| Steward Partners Investment Advisory, LLC | 6,082 | $363.0K | 0.01% | +21+0.3% | Added |
| Davenport & Co LLC | 6,113 | $365.0K | 0.00% | +6,113 | New |
| Everence Capital Management Inc | 6,750 | $403.0K | 0.03% | 00.0% | Unchanged |
| Alps Advisors Inc | 7,313 | $436.0K | 0.00% | +93+1.3% | Added |
| Cubist Systematic Strategies, LLC | 7,502 | $448.0K | 0.00% | −28,542−79.2% | Reduced |
| ProShare Advisors LLC | 7,865 | $469.0K | 0.00% | +3,010+62.0% | Added |
| Janus Henderson Group PLC | 7,870 | $470.0K | 0.00% | +996+14.5% | Added |
| Cetera Investment Advisers | 7,947 | $474.0K | 0.01% | +3,839+93.5% | Added |
| Metropolitan Life Insurance Co | 8,009 | $477.8K | 0.01% | −758−8.6% | Reduced |
| D. E. Shaw & Co., Inc. | 8,045 | $480.0K | 0.00% | −26,094−76.4% | Reduced |
| Arizona State Retirement System | 8,162 | $487.0K | 0.00% | −99−1.2% | Reduced |
| Grantham, Mayo, Van Otterloo & Co. LLC | 8,900 | $531.0K | 0.00% | +8,900 | New |
| Bank of Montreal | 9,105 | $547.0K | 0.00% | −2,019−18.1% | Reduced |
| Handelsbanken Fonder AB | 9,200 | $549.0K | 0.00% | −3,200−25.8% | Reduced |
| Stifel Financial Corp | 9,912 | $591.0K | 0.00% | +101+1.0% | Added |
| Clarkston Capital Partners, LLC | 10,000 | $597.0K | 0.01% | −947−8.7% | Reduced |
| Yorktown Management & Research Co Inc | 10,000 | $597.0K | 0.40% | 00.0% | Unchanged |
| Teachers Retirement System of the State of Kentucky | 10,305 | $615.0K | 0.01% | 00.0% | Unchanged |
| Mesirow Financial Investment Management, Inc. | 10,369 | $619.0K | 1.79% | 00.0% | Unchanged |
| MetLife Investment Management | 10,648 | $635.3K | 0.01% | −1,342−11.2% | Reduced |
| Los Angeles Capital Management LLC | 10,720 | $640.0K | 0.00% | −780−6.8% | Reduced |
| State Board of Administration of Florida Retirement System | 10,963 | $654.0K | 0.00% | −641−5.5% | Reduced |
| Squarepoint Ops LLC | 11,058 | $660.0K | 0.00% | +11,058 | New |
| Envestnet Asset Management Inc | 11,272 | $672.0K | 0.00% | −817−6.8% | Reduced |
| Hancock Whitney Corp | 11,293 | $673.0K | 0.02% | −72−0.6% | Reduced |
| Oregon Public Employees Retirement Fund | 12,455 | $743.0K | 0.01% | −600−4.6% | Reduced |
| Maryland State Retirement & Pension System | 12,568 | $750.0K | 0.02% | +8+0.1% | Added |
| Clear Harbor Asset Management, LLC | 13,251 | $791.0K | 0.09% | −414−3.0% | Reduced |
| Natixis | 13,400 | $799.0K | 0.00% | −38,600−74.2% | Reduced |
| Venture Visionary Partners LLC | 13,500 | $805.0K | 0.05% | 00.0% | Unchanged |
| Royal Bank of Canada | 14,030 | $837.0K | 0.00% | +3,090+28.2% | Added |
| Ensign Peak Advisors, Inc | 14,810 | $884.0K | 0.00% | −21,190−58.9% | Reduced |
| Navellier & Associates Inc | 14,850 | $886.0K | 0.13% | +3,613+32.2% | Added |
| AQR Capital Management LLC | 15,282 | $912.0K | 0.00% | +5,466+55.7% | Added |
| Louisiana State Employees Retirement System | 15,300 | $913.0K | 0.02% | −100−0.6% | Reduced |
| Mercer Global Advisors Inc | 15,340 | $915.0K | 0.01% | −415−2.6% | Reduced |
| Amalgamated Bank | 15,340 | $915.0K | 0.01% | −219−1.4% | Reduced |