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 |
|---|---|---|---|---|---|
| AQR Capital Management LLC | 15,282 | $839.0K | 0.00% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 15,242 | $837.0K | 0.00% | −98−0.6% | Reduced |
| Two Sigma Investments, LP | 15,204 | $835.0K | 0.00% | +15,204 | New |
| Riverwater Partners LLC | 15,008 | $824.0K | 1.36% | +15,008 | New |
| Ensign Peak Advisors, Inc | 14,810 | $813.0K | 0.00% | 00.0% | Unchanged |
| Cubist Systematic Strategies, LLC | 14,291 | $785.0K | 0.01% | +6,789+90.5% | Added |
| Navellier & Associates Inc | 14,018 | $770.0K | 0.13% | −832−5.6% | Reduced |
| Jane Street Group, LLC | 13,957 | $767.0K | 0.00% | +9,657+224.6% | Added |
| 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 |
| Venture Visionary Partners LLC | 13,500 | $741.0K | 0.05% | 00.0% | Unchanged |
| Louisiana State Employees Retirement System | 14,500 | $718.0K | 0.02% | −800−5.2% | Reduced |
| Clear Harbor Asset Management, LLC | 12,886 | $708.0K | 0.08% | −365−2.8% | Reduced |
| Exchange Traded Concepts, LLC | 12,870 | $707.0K | 0.01% | −11,159−46.4% | Reduced |
| Aviva PLC | 12,654 | $695.0K | 0.00% | +12,654 | New |
| Manufacturers Life Insurance Company, The | 12,284 | $674.6K | 0.00% | −3,764−23.5% | Reduced |
| Susquehanna International Group, LLP | 12,204 | $670.0K | 0.00% | +12,204 | New |
| Wedbush Securities Inc | 11,999 | $659.0K | 0.03% | −7,492−38.4% | Reduced |
| Maryland State Retirement & Pension System | 11,970 | $657.0K | 0.02% | −598−4.8% | Reduced |
| Oregon Public Employees Retirement Fund | 11,933 | $655.0K | 0.01% | −522−4.2% | Reduced |
| Stifel Financial Corp | 11,677 | $641.0K | 0.00% | +1,765+17.8% | Added |
| State Board of Administration of Florida Retirement System | 10,963 | $602.0K | 0.00% | 00.0% | Unchanged |
| Teachers Retirement System of the State of Kentucky | 10,305 | $566.0K | 0.01% | 00.0% | Unchanged |
| Victory Capital Management Inc | 12,808 | $559.0K | 0.00% | −4,402−25.6% | Reduced |
| Janus Henderson Group PLC | 10,168 | $558.0K | 0.00% | +2,298+29.2% | Added |
| 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 |
| Algert Global LLC | 9,607 | $528.0K | 0.03% | +9,607 | New |
| Bank of Montreal | 9,369 | $526.0K | 0.00% | +264+2.9% | Added |
| Royal Bank of Canada | 8,726 | $479.0K | 0.00% | −5,304−37.8% | Reduced |
| Meeder Asset Management Inc | 8,353 | $459.0K | 0.02% | +4,134+98.0% | Added |
| Virginia Retirement Systems Et Al | 8,300 | $456.0K | 0.00% | +8,300 | New |
| Envestnet Asset Management Inc | 8,277 | $455.0K | 0.00% | −2,995−26.6% | Reduced |
| Handelsbanken Fonder AB | 8,000 | $439.0K | 0.00% | −1,200−13.0% | Reduced |
| Cetera Investment Advisers | 7,947 | $436.0K | 0.01% | 00.0% | Unchanged |
| Arizona State Retirement System | 7,845 | $431.0K | 0.00% | −317−3.9% | Reduced |
| D. E. Shaw & Co., Inc. | 7,708 | $423.0K | 0.00% | −337−4.2% | Reduced |
| Summit Global Investments | 7,600 | $417.0K | 0.03% | +7,600 | New |
| IndexIQ Advisors LLC | 7,200 | $395.0K | 0.01% | +7,200 | New |
| Mesirow Financial Investment Management, Inc. | 7,069 | $388.0K | 1.31% | −3,300−31.8% | Reduced |
| Lido Advisors, LLC | 6,995 | $384.0K | 0.01% | +1,519+27.7% | Added |
| Balyasny Asset Management LLC | 6,855 | $376.0K | 0.00% | +6,855 | New |
| Everence Capital Management Inc | 6,750 | $371.0K | 0.03% | 00.0% | Unchanged |
| ProShare Advisors LLC | 6,552 | $360.0K | 0.00% | −1,313−16.7% | Reduced |
| Squarepoint Ops LLC | 6,224 | $342.0K | 0.00% | −4,834−43.7% | Reduced |
| Teacher Retirement System of Texas | 5,974 | $328.0K | 0.00% | +130+2.2% | Added |
| Steward Partners Investment Advisory, LLC | 5,923 | $325.0K | 0.01% | −159−2.6% | Reduced |
| KBC Group NV | 5,563 | $306.0K | 0.00% | −417−7.0% | Reduced |
| Keebeck Alpha, LP | 4,946 | $272.0K | 0.08% | +4,946 | New |
| Foundry Partners, LLC | 4,880 | $268.0K | 0.01% | 00.0% | Unchanged |
| Cambria Investment Management, L.P. | 4,866 | $267.0K | 0.03% | +671+16.0% | Added |
| Origin Asset Management LLP | 4,610 | $253.0K | 0.08% | +4,610 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 4,497 | $247.0K | 0.00% | 00.0% | Unchanged |
| Range Financial Group LLC | 4,472 | $246.0K | 0.16% | −660−12.9% | Reduced |
| Systematic Alpha Investments, LLC | 4,400 | $242.0K | 0.01% | +4,400 | New |
| Versor Investments LP | 4,397 | $241.0K | 0.01% | +4,397 | New |
| Price T Rowe Associates Inc | 4,373 | $240.0K | 0.00% | +459+11.7% | Added |
| 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 |
| Csenge Advisory Group | 4,103 | $225.0K | 0.02% | +4,103 | New |
| Winton Group Ltd | 4,074 | $224.0K | 0.01% | −23,696−85.3% | Reduced |
| GPS Wealth Strategies Group, LLC | 4,063 | $223.0K | 0.05% | +385+10.5% | Added |
| Walleye Capital LLC | 3,839 | $211.0K | 0.01% | +3,839 | New |
| First Citizens Bank & Trust Co | 3,788 | $208.0K | 0.01% | −926−19.6% | Reduced |
| Prelude Capital Management, LLC | 3,662 | $201.0K | 0.01% | +3,662 | New |
| HighTower Advisors, LLC | 3,636 | $200.0K | 0.00% | +3+0.1% | Added |
| Shell Asset Management Co | 3,236 | $178.0K | 0.00% | −480−12.9% | Reduced |
| City State Bank | 3,216 | $177.0K | 0.11% | −149−4.4% | Reduced |
| Rockefeller Capital Management L.P. | 3,093 | $169.0K | 0.00% | +1,110+56.0% | Added |
| The PNC Financial Services Group, Inc. | 2,885 | $158.0K | 0.00% | −6−0.2% | Reduced |
| Exane Derivatives | 2,546 | $139.8K | 0.04% | +2,385+1,481.4% | Added |
| Ameritas Investment Partners, Inc. | 2,280 | $125.0K | 0.00% | −246−9.7% | 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 |
| Globeflex Capital L P | 2,100 | $115.0K | 0.02% | −2,190−51.0% | Reduced |
| Nisa Investment Advisors, LLC | 2,000 | $110.0K | 0.00% | −880−30.6% | Reduced |
| Macquarie Group Ltd | 1,980 | $109.0K | 0.00% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 1,916 | $105.2K | 0.00% | −6,093−76.1% | Reduced |
| Harvest Fund Management Co., Ltd | 1,895 | $104.0K | 0.02% | 00.0% | Unchanged |
| Retirement Guys Formula LLC | 86,652 | $87.0K | 0.06% | −748−0.9% | Reduced |
| Lazard Asset Management LLC | 1,403 | $77.0K | 0.00% | −9−0.6% | Reduced |
| IFP Advisors, Inc | 377 | $56.0K | 0.00% | +377 | New |
| First Community Trust NA | 900 | $49.0K | 0.05% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 734 | $40.3K | 0.01% | −5−0.7% | Reduced |
| Quantbot Technologies LP | 622 | $34.0K | 0.00% | +622 | New |
| Tower Research Capital LLC (TRC) | 523 | $29.0K | 0.00% | −104−16.6% | Reduced |
| Institutional & Family Asset Management, LLC | 450 | $25.0K | 0.00% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 231 | $13.0K | 0.00% | +231 | New |
| Ancora Advisors, LLC | 220 | $12.0K | 0.00% | 00.0% | Unchanged |
| Group One Trading, L.P. | 200 | $11.0K | 0.00% | +100+100.0% | Added |
| Key Financial Inc | 188 | $10.0K | 0.00% | +188 | New |
| 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 |
| Gemmer Asset Management LLC | 102 | $5.00K | 0.00% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 70 | $4.00K | 0.00% | −280−80.0% | Reduced |
| Assetmark, Inc | 61 | $3.00K | 0.00% | −6−9.0% | Reduced |
| EverSource Wealth Advisors, LLC | 55 | $3.00K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 28 | $2.00K | 0.00% | +28 | New |