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, Q1 2022
Institutional positions in Pathward Financial, Inc. as of Mar 31, 2022. 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
- 205
- +5 vs. Q4 2021
- Shares held
- 25.0M
- −9.33M (−27.2%) vs. Q4 2021
- Total value
- $1.40B
- −$159.2M (−10.2%) vs. Q4 2021
- New holders
- 32
- 55 more added
- Sold out
- 27
- 89 more reduced
2 institutions that held it in Q4 2021 haven't filed for Q1 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2022
Shares, value and share of portfolio for each institution holding Pathward Financial, Inc.; share changes are against Q4 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Huntington National Bank | 1 | $0 | 0.00% | −1,246−99.9% | Reduced |
| Fieldpoint Private Securities, LLC | 5 | $0 | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 2 | $0 | 0.00% | +2 | New |
| First PREMIER Bank | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 14 | $1.00K | 0.00% | +1+7.7% | Added |
| Massmutual Trust Co FSB | 28 | $2.00K | 0.00% | +28 | New |
| Assetmark, Inc | 61 | $3.00K | 0.00% | −6−9.0% | Reduced |
| EverSource Wealth Advisors, LLC | 55 | $3.00K | 0.00% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 70 | $4.00K | 0.00% | −280−80.0% | Reduced |
| Gemmer Asset Management LLC | 102 | $5.00K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 114 | $6.00K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 103 | $6.00K | 0.00% | +29+39.2% | Added |
| Northwestern Mutual Wealth Management Co | 116 | $6.00K | 0.00% | +116 | New |
| TCI Wealth Advisors, Inc. | 108 | $6.00K | 0.00% | +108 | New |
| Key Financial Inc | 188 | $10.0K | 0.00% | +188 | New |
| Group One Trading, L.P. | 200 | $11.0K | 0.00% | +100+100.0% | Added |
| Ancora Advisors, LLC | 220 | $12.0K | 0.00% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 231 | $13.0K | 0.00% | +231 | New |
| Institutional & Family Asset Management, LLC | 450 | $25.0K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 523 | $29.0K | 0.00% | −104−16.6% | Reduced |
| Quantbot Technologies LP | 622 | $34.0K | 0.00% | +622 | New |
| Sutton Wealth Advisors Inc. | 734 | $40.3K | 0.01% | −5−0.7% | Reduced |
| First Community Trust NA | 900 | $49.0K | 0.05% | 00.0% | Unchanged |
| IFP Advisors, Inc | 377 | $56.0K | 0.00% | +377 | New |
| Lazard Asset Management LLC | 1,403 | $77.0K | 0.00% | −9−0.6% | Reduced |
| Retirement Guys Formula LLC | 86,652 | $87.0K | 0.06% | −748−0.9% | Reduced |
| Harvest Fund Management Co., Ltd | 1,895 | $104.0K | 0.02% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 1,916 | $105.2K | 0.00% | −6,093−76.1% | Reduced |
| Macquarie Group Ltd | 1,980 | $109.0K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 2,000 | $110.0K | 0.00% | −880−30.6% | Reduced |
| Globeflex Capital L P | 2,100 | $115.0K | 0.02% | −2,190−51.0% | Reduced |
| Brown Brothers Harriman & Co | 2,105 | $116.0K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 2,116 | $116.0K | 0.00% | +453+27.2% | Added |
| Ameritas Investment Partners, Inc. | 2,280 | $125.0K | 0.00% | −246−9.7% | Reduced |
| Exane Derivatives | 2,546 | $139.8K | 0.04% | +2,385+1,481.4% | Added |
| The PNC Financial Services Group, Inc. | 2,885 | $158.0K | 0.00% | −6−0.2% | Reduced |
| Rockefeller Capital Management L.P. | 3,093 | $169.0K | 0.00% | +1,110+56.0% | Added |
| City State Bank | 3,216 | $177.0K | 0.11% | −149−4.4% | Reduced |
| Shell Asset Management Co | 3,236 | $178.0K | 0.00% | −480−12.9% | Reduced |
| HighTower Advisors, LLC | 3,636 | $200.0K | 0.00% | +3+0.1% | Added |
| Prelude Capital Management, LLC | 3,662 | $201.0K | 0.01% | +3,662 | New |
| First Citizens Bank & Trust Co | 3,788 | $208.0K | 0.01% | −926−19.6% | Reduced |
| Walleye Capital LLC | 3,839 | $211.0K | 0.01% | +3,839 | New |
| GPS Wealth Strategies Group, LLC | 4,063 | $223.0K | 0.05% | +385+10.5% | Added |
| Winton Group Ltd | 4,074 | $224.0K | 0.01% | −23,696−85.3% | Reduced |
| Csenge Advisory Group | 4,103 | $225.0K | 0.02% | +4,103 | New |
| Mutual of America Capital Management LLC | 4,301 | $236.0K | 0.00% | −26−0.6% | Reduced |
| Jump Financial, LLC | 4,300 | $236.0K | 0.01% | +4,300 | New |
| Price T Rowe Associates Inc | 4,373 | $240.0K | 0.00% | +459+11.7% | Added |
| Versor Investments LP | 4,397 | $241.0K | 0.01% | +4,397 | New |
| Systematic Alpha Investments, LLC | 4,400 | $242.0K | 0.01% | +4,400 | New |
| Range Financial Group LLC | 4,472 | $246.0K | 0.16% | −660−12.9% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 4,497 | $247.0K | 0.00% | 00.0% | Unchanged |
| Origin Asset Management LLP | 4,610 | $253.0K | 0.08% | +4,610 | New |
| Cambria Investment Management, L.P. | 4,866 | $267.0K | 0.03% | +671+16.0% | Added |
| Foundry Partners, LLC | 4,880 | $268.0K | 0.01% | 00.0% | Unchanged |
| Keebeck Alpha, LP | 4,946 | $272.0K | 0.08% | +4,946 | New |
| KBC Group NV | 5,563 | $306.0K | 0.00% | −417−7.0% | Reduced |
| Steward Partners Investment Advisory, LLC | 5,923 | $325.0K | 0.01% | −159−2.6% | Reduced |
| Teacher Retirement System of Texas | 5,974 | $328.0K | 0.00% | +130+2.2% | Added |
| Squarepoint Ops LLC | 6,224 | $342.0K | 0.00% | −4,834−43.7% | Reduced |
| ProShare Advisors LLC | 6,552 | $360.0K | 0.00% | −1,313−16.7% | Reduced |
| Everence Capital Management Inc | 6,750 | $371.0K | 0.03% | 00.0% | Unchanged |
| Balyasny Asset Management LLC | 6,855 | $376.0K | 0.00% | +6,855 | New |
| Lido Advisors, LLC | 6,995 | $384.0K | 0.01% | +1,519+27.7% | Added |
| Mesirow Financial Investment Management, Inc. | 7,069 | $388.0K | 1.31% | −3,300−31.8% | Reduced |
| IndexIQ Advisors LLC | 7,200 | $395.0K | 0.01% | +7,200 | New |
| Summit Global Investments | 7,600 | $417.0K | 0.03% | +7,600 | New |
| D. E. Shaw & Co., Inc. | 7,708 | $423.0K | 0.00% | −337−4.2% | Reduced |
| Arizona State Retirement System | 7,845 | $431.0K | 0.00% | −317−3.9% | Reduced |
| Cetera Investment Advisers | 7,947 | $436.0K | 0.01% | 00.0% | Unchanged |
| Handelsbanken Fonder AB | 8,000 | $439.0K | 0.00% | −1,200−13.0% | Reduced |
| Envestnet Asset Management Inc | 8,277 | $455.0K | 0.00% | −2,995−26.6% | Reduced |
| Virginia Retirement Systems Et Al | 8,300 | $456.0K | 0.00% | +8,300 | New |
| Meeder Asset Management Inc | 8,353 | $459.0K | 0.02% | +4,134+98.0% | Added |
| Royal Bank of Canada | 8,726 | $479.0K | 0.00% | −5,304−37.8% | Reduced |
| Bank of Montreal | 9,369 | $526.0K | 0.00% | +264+2.9% | Added |
| Algert Global LLC | 9,607 | $528.0K | 0.03% | +9,607 | New |
| Yorktown Management & Research Co Inc | 10,000 | $549.0K | 0.47% | 00.0% | Unchanged |
| Clarkston Capital Partners, LLC | 10,000 | $549.0K | 0.01% | 00.0% | Unchanged |
| Janus Henderson Group PLC | 10,168 | $558.0K | 0.00% | +2,298+29.2% | Added |
| Victory Capital Management Inc | 12,808 | $559.0K | 0.00% | −4,402−25.6% | Reduced |
| Teachers Retirement System of the State of Kentucky | 10,305 | $566.0K | 0.01% | 00.0% | Unchanged |
| State Board of Administration of Florida Retirement System | 10,963 | $602.0K | 0.00% | 00.0% | Unchanged |
| Stifel Financial Corp | 11,677 | $641.0K | 0.00% | +1,765+17.8% | Added |
| Oregon Public Employees Retirement Fund | 11,933 | $655.0K | 0.01% | −522−4.2% | Reduced |
| Maryland State Retirement & Pension System | 11,970 | $657.0K | 0.02% | −598−4.8% | Reduced |
| Wedbush Securities Inc | 11,999 | $659.0K | 0.03% | −7,492−38.4% | Reduced |
| Susquehanna International Group, LLP | 12,204 | $670.0K | 0.00% | +12,204 | New |
| Manufacturers Life Insurance Company, The | 12,284 | $674.6K | 0.00% | −3,764−23.5% | Reduced |
| Aviva PLC | 12,654 | $695.0K | 0.00% | +12,654 | New |
| Exchange Traded Concepts, LLC | 12,870 | $707.0K | 0.01% | −11,159−46.4% | Reduced |
| Clear Harbor Asset Management, LLC | 12,886 | $708.0K | 0.08% | −365−2.8% | Reduced |
| Louisiana State Employees Retirement System | 14,500 | $718.0K | 0.02% | −800−5.2% | Reduced |
| Venture Visionary Partners LLC | 13,500 | $741.0K | 0.05% | 00.0% | Unchanged |
| Amalgamated Bank | 13,638 | $749.0K | 0.01% | −1,702−11.1% | Reduced |
| Amalgamated Financial Corp. | 13,638 | $749.0K | 0.01% | +13,638 | New |
| Jane Street Group, LLC | 13,957 | $767.0K | 0.00% | +9,657+224.6% | Added |
| Navellier & Associates Inc | 14,018 | $770.0K | 0.13% | −832−5.6% | Reduced |
| Cubist Systematic Strategies, LLC | 14,291 | $785.0K | 0.01% | +6,789+90.5% | Added |