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 |
|---|---|---|---|---|---|
| Manufacturers Life Insurance Company, The | 16,048 | $957.0K | 0.00% | −229−1.4% | Reduced |
| Allspring Global Investments Holdings, LLC | 15,878 | $947.0K | 0.00% | +15,878 | New |
| 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 |
| Louisiana State Employees Retirement System | 15,300 | $913.0K | 0.02% | −100−0.6% | Reduced |
| AQR Capital Management LLC | 15,282 | $912.0K | 0.00% | +5,466+55.7% | Added |
| Navellier & Associates Inc | 14,850 | $886.0K | 0.13% | +3,613+32.2% | Added |
| Ensign Peak Advisors, Inc | 14,810 | $884.0K | 0.00% | −21,190−58.9% | Reduced |
| Royal Bank of Canada | 14,030 | $837.0K | 0.00% | +3,090+28.2% | Added |
| Venture Visionary Partners LLC | 13,500 | $805.0K | 0.05% | 00.0% | Unchanged |
| Natixis | 13,400 | $799.0K | 0.00% | −38,600−74.2% | Reduced |
| Clear Harbor Asset Management, LLC | 13,251 | $791.0K | 0.09% | −414−3.0% | Reduced |
| Maryland State Retirement & Pension System | 12,568 | $750.0K | 0.02% | +8+0.1% | Added |
| Oregon Public Employees Retirement Fund | 12,455 | $743.0K | 0.01% | −600−4.6% | Reduced |
| Hancock Whitney Corp | 11,293 | $673.0K | 0.02% | −72−0.6% | Reduced |
| Envestnet Asset Management Inc | 11,272 | $672.0K | 0.00% | −817−6.8% | Reduced |
| Squarepoint Ops LLC | 11,058 | $660.0K | 0.00% | +11,058 | New |
| State Board of Administration of Florida Retirement System | 10,963 | $654.0K | 0.00% | −641−5.5% | Reduced |
| Los Angeles Capital Management LLC | 10,720 | $640.0K | 0.00% | −780−6.8% | Reduced |
| MetLife Investment Management | 10,648 | $635.3K | 0.01% | −1,342−11.2% | Reduced |
| Mesirow Financial Investment Management, Inc. | 10,369 | $619.0K | 1.79% | 00.0% | Unchanged |
| Teachers Retirement System of the State of Kentucky | 10,305 | $615.0K | 0.01% | 00.0% | Unchanged |
| 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 |
| Stifel Financial Corp | 9,912 | $591.0K | 0.00% | +101+1.0% | Added |
| Handelsbanken Fonder AB | 9,200 | $549.0K | 0.00% | −3,200−25.8% | Reduced |
| Bank of Montreal | 9,105 | $547.0K | 0.00% | −2,019−18.1% | Reduced |
| Grantham, Mayo, Van Otterloo & Co. LLC | 8,900 | $531.0K | 0.00% | +8,900 | New |
| Arizona State Retirement System | 8,162 | $487.0K | 0.00% | −99−1.2% | Reduced |
| D. E. Shaw & Co., Inc. | 8,045 | $480.0K | 0.00% | −26,094−76.4% | Reduced |
| Metropolitan Life Insurance Co | 8,009 | $477.8K | 0.01% | −758−8.6% | Reduced |
| Cetera Investment Advisers | 7,947 | $474.0K | 0.01% | +3,839+93.5% | Added |
| Janus Henderson Group PLC | 7,870 | $470.0K | 0.00% | +996+14.5% | Added |
| ProShare Advisors LLC | 7,865 | $469.0K | 0.00% | +3,010+62.0% | Added |
| Cubist Systematic Strategies, LLC | 7,502 | $448.0K | 0.00% | −28,542−79.2% | Reduced |
| Alps Advisors Inc | 7,313 | $436.0K | 0.00% | +93+1.3% | Added |
| Everence Capital Management Inc | 6,750 | $403.0K | 0.03% | 00.0% | Unchanged |
| Davenport & Co LLC | 6,113 | $365.0K | 0.00% | +6,113 | New |
| Steward Partners Investment Advisory, LLC | 6,082 | $363.0K | 0.01% | +21+0.3% | Added |
| Oppenheimer & Co Inc | 6,059 | $361.0K | 0.01% | +6,059 | New |
| KBC Group NV | 5,980 | $357.0K | 0.00% | 00.0% | Unchanged |
| Teacher Retirement System of Texas | 5,844 | $349.0K | 0.00% | +911+18.5% | Added |
| State of Wisconsin Investment Board | 5,800 | $346.0K | 0.00% | 00.0% | Unchanged |
| Lido Advisors, LLC | 5,476 | $326.0K | 0.01% | +5,476 | New |
| Redhawk Wealth Advisors, Inc. | 5,360 | $320.0K | 0.08% | +5,360 | New |
| Range Financial Group LLC | 5,132 | $306.0K | 0.20% | −245−4.6% | Reduced |
| Foundry Partners, LLC | 4,880 | $291.0K | 0.01% | +725+17.4% | Added |
| Brown Advisory Inc | 4,728 | $282.0K | 0.00% | +4,728 | New |
| First Citizens Bank & Trust Co | 4,714 | $281.0K | 0.01% | −1,596−25.3% | Reduced |
| Verition Fund Management LLC | 4,554 | $272.0K | 0.00% | +4,554 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 4,497 | $268.0K | 0.00% | +1,453+47.7% | Added |
| Mutual of America Capital Management LLC | 4,327 | $258.0K | 0.00% | +71+1.7% | Added |
| Jane Street Group, LLC | 4,300 | $257.0K | 0.00% | +459+12.0% | Added |
| Globeflex Capital L P | 4,290 | $256.0K | 0.05% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 4,219 | $252.0K | 0.03% | −36−0.8% | Reduced |
| Cambria Investment Management, L.P. | 4,195 | $250.0K | 0.04% | 00.0% | Unchanged |
| 6 Meridian | 4,160 | $248.0K | 0.02% | +14+0.3% | Added |
| Beck Capital Management, LLC | 3,943 | $235.0K | 0.07% | +3,943 | New |
| Price T Rowe Associates Inc | 3,914 | $234.0K | 0.00% | −135−3.3% | Reduced |
| Blueshift Asset Management, LLC | 3,777 | $225.0K | 0.02% | +3,777 | New |
| Eqis Capital Management, Inc. | 3,762 | $224.0K | 0.02% | −514−12.0% | Reduced |
| Caxton Associates LP | 3,740 | $223.0K | 0.03% | +3,740 | New |
| Shell Asset Management Co | 3,716 | $222.0K | 0.00% | +345+10.2% | Added |
| GPS Wealth Strategies Group, LLC | 3,678 | $219.0K | 0.05% | −33−0.9% | Reduced |
| HighTower Advisors, LLC | 3,633 | $217.0K | 0.00% | +3,633 | New |
| Quantedge Capital Pte Ltd | 3,400 | $203.0K | 0.09% | −1,100−24.4% | Reduced |
| City State Bank | 3,365 | $201.0K | 0.12% | +3,365 | New |
| SG Americas Securities, LLC | 3,298 | $197.0K | 0.00% | −2,526−43.4% | Reduced |
| The PNC Financial Services Group, Inc. | 2,891 | $173.0K | 0.00% | +883+44.0% | Added |
| Nisa Investment Advisors, LLC | 2,880 | $171.0K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 2,526 | $151.0K | 0.01% | 00.0% | Unchanged |
| Point72 Hong Kong Ltd | 2,283 | $136.0K | 0.01% | +2,283 | New |
| Brown Brothers Harriman & Co | 2,105 | $126.0K | 0.00% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 2,029 | $121.0K | 0.10% | +2,029 | 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 |
| Signet Financial Management, LLC | 1,934 | $115.0K | 0.02% | +1,934 | New |
| Harvest Fund Management Co., Ltd | 1,895 | $113.0K | 0.02% | −998−34.5% | Reduced |
| Advisor Group Holdings, Inc. | 1,663 | $100.0K | 0.00% | −103−5.8% | Reduced |
| Retirement Guys Formula LLC | 87,400 | $87.0K | 0.07% | +87,400 | New |
| Lazard Asset Management LLC | 1,412 | $84.0K | 0.00% | +155+12.3% | Added |
| Huntington National Bank | 1,247 | $74.0K | 0.00% | −911−42.2% | Reduced |
| Walleye Trading LLC | 960 | $57.0K | 0.00% | +960 | New |
| First Community Trust NA | 900 | $53.7K | 0.04% | +900 | New |
| Sutton Wealth Advisors Inc. | 739 | $44.1K | 0.01% | +7+1.0% | Added |
| Altshuler Shaham Ltd | 738 | $44.0K | 0.00% | +738 | New |
| Tower Research Capital LLC (TRC) | 627 | $37.0K | 0.00% | −224−26.3% | Reduced |
| Institutional & Family Asset Management, LLC | 450 | $27.0K | 0.00% | −1,000−69.0% | Reduced |
| Federated Hermes, Inc. | 350 | $21.0K | 0.00% | −2,303−86.8% | Reduced |
| Ancora Advisors, LLC | 220 | $13.0K | 0.00% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 180 | $11.0K | 0.00% | +180 | New |
| Exane Derivatives | 161 | $9.61K | 0.00% | −1,265−88.7% | Reduced |
| Parkside Financial Bank & Trust | 114 | $7.00K | 0.00% | 00.0% | Unchanged |
| 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 |
| Assetmark, Inc | 67 | $4.00K | 0.00% | −5−6.9% | Reduced |
| Fifth Third Bancorp | 74 | $4.00K | 0.00% | +24+48.0% | Added |
| EverSource Wealth Advisors, LLC | 55 | $3.00K | 0.00% | +55 | New |
| First PREMIER Bank | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 23 | $1.00K | 0.00% | 00.0% | Unchanged |