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, Q2 2022
Institutional positions in Pathward Financial, Inc. as of Jun 30, 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
- 196
- −2 vs. Q1 2022
- Shares held
- 25.0M
- +227.9K (+0.9%) vs. Q1 2022
- Total value
- $1.01B
- −$377.2M (−27.3%) vs. Q1 2022
- New holders
- 30
- 64 more added
- Sold out
- 32
- 72 more reduced
7 institutions that held it in Q1 2022 haven't filed for Q2 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2022: 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, Q2 2022
Shares, value and share of portfolio for each institution holding Pathward Financial, Inc.; share changes are against Q1 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| First PREMIER Bank | 10 | $0 | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 10 | $0 | 0.00% | −4−28.6% | Reduced |
| Huntington National Bank | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 6 | $0 | 0.00% | +6 | New |
| Rockefeller Capital Management L.P. | 36 | $1.00K | 0.00% | −3,057−98.8% | Reduced |
| Federated Hermes, Inc. | 61 | $2.00K | 0.00% | −9−12.9% | Reduced |
| EverSource Wealth Advisors, LLC | 40 | $2.00K | 0.00% | −15−27.3% | Reduced |
| TCI Wealth Advisors, Inc. | 106 | $4.00K | 0.00% | −2−1.9% | Reduced |
| Aquatic Capital Management LLC | 100 | $4.00K | 0.00% | +100 | New |
| Fifth Third Bancorp | 126 | $5.00K | 0.00% | +23+22.3% | Added |
| Parkside Financial Bank & Trust | 117 | $5.00K | 0.00% | +3+2.6% | Added |
| Assetmark, Inc | 137 | $5.00K | 0.00% | +76+124.6% | Added |
| Chilton Capital Management LLC | 180 | $7.00K | 0.00% | +180 | New |
| Key Financial Inc | 188 | $8.00K | 0.00% | 00.0% | Unchanged |
| American Portfolios Advisors | 212 | $8.20K | 0.00% | +212 | New |
| Ancora Advisors, LLC | 220 | $9.00K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 405 | $16.0K | 0.00% | +405 | New |
| Institutional & Family Asset Management, LLC | 450 | $17.0K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 524 | $20.0K | 0.00% | +524 | New |
| Public Employees Retirement System of Ohio | 542 | $21.0K | 0.00% | +311+134.6% | Added |
| Sutton Wealth Advisors Inc. | 751 | $29.0K | 0.01% | +17+2.3% | Added |
| First Community Trust NA | 900 | $35.0K | 0.04% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 1,895 | $73.0K | 0.02% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 1,916 | $74.1K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 2,000 | $77.0K | 0.00% | 00.0% | Unchanged |
| Macquarie Group Ltd | 1,980 | $77.0K | 0.00% | 00.0% | Unchanged |
| Globeflex Capital L P | 2,100 | $81.0K | 0.02% | 00.0% | Unchanged |
| Retirement Guys Formula LLC | 83,793 | $84.0K | 0.09% | −2,859−3.3% | Reduced |
| Lazard Asset Management LLC | 2,219 | $85.0K | 0.00% | +816+58.2% | Added |
| Ameritas Investment Partners, Inc. | 2,280 | $88.0K | 0.00% | 00.0% | Unchanged |
| Exane Derivatives | 2,279 | $88.1K | 0.05% | −267−10.5% | Reduced |
| Advisor Group Holdings, Inc. | 2,431 | $94.0K | 0.00% | +315+14.9% | Added |
| Brown Brothers Harriman & Co | 2,507 | $97.0K | 0.00% | +402+19.1% | Added |
| GPS Wealth Strategies Group, LLC | 2,824 | $109.0K | 0.03% | −1,239−30.5% | Reduced |
| KBC Group NV | 3,074 | $119.0K | 0.00% | −2,489−44.7% | Reduced |
| Point72 Hong Kong Ltd | 3,093 | $120.0K | 0.01% | +3,093 | New |
| City State Bank | 3,216 | $124.0K | 0.09% | 00.0% | Unchanged |
| Shell Asset Management Co | 3,240 | $125.0K | 0.00% | +4+0.1% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 3,255 | $126.0K | 0.00% | −1,242−27.6% | Reduced |
| Counterpoint Mutual Funds LLC | 3,261 | $126.0K | 0.09% | +3,261 | New |
| The PNC Financial Services Group, Inc. | 3,483 | $135.0K | 0.00% | +598+20.7% | Added |
| SG Americas Securities, LLC | 3,541 | $137.0K | 0.00% | +3,541 | New |
| Allspring Global Investments Holdings, LLC | 3,611 | $139.0K | 0.00% | −14,677−80.3% | Reduced |
| Mutual of America Capital Management LLC | 4,932 | $191.0K | 0.00% | +631+14.7% | Added |
| Tower Research Capital LLC (TRC) | 5,212 | $202.0K | 0.00% | +4,689+896.6% | Added |
| Steward Partners Investment Advisory, LLC | 5,923 | $229.0K | 0.00% | 00.0% | Unchanged |
| Keebeck Alpha, LP | 6,190 | $239.0K | 0.11% | +1,244+25.2% | Added |
| Royal Bank of Canada | 6,406 | $248.0K | 0.00% | −2,320−26.6% | Reduced |
| Everence Capital Management Inc | 6,750 | $261.0K | 0.02% | 00.0% | Unchanged |
| Handelsbanken Fonder AB | 7,000 | $271.0K | 0.00% | −1,000−12.5% | Reduced |
| Millennium Management LLC | 7,022 | $272.0K | 0.00% | −17,013−70.8% | Reduced |
| Mesirow Financial Investment Management, Inc. | 7,050 | $273.0K | 1.32% | −19−0.3% | Reduced |
| Yorktown Management & Research Co Inc | 7,200 | $278.0K | 0.36% | −2,800−28.0% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 7,238 | $280.0K | 0.00% | −17,151−70.3% | Reduced |
| Jacobs Levy Equity Management, Inc | 7,250 | $280.0K | 0.00% | +7,250 | New |
| HSBC Holdings PLC | 7,799 | $306.0K | 0.00% | −66,215−89.5% | Reduced |
| Cetera Investment Advisers | 7,947 | $307.0K | 0.00% | 00.0% | Unchanged |
| Winton Group Ltd | 7,991 | $309.0K | 0.02% | +3,917+96.1% | Added |
| Envestnet Asset Management Inc | 8,040 | $311.0K | 0.00% | −237−2.9% | Reduced |
| Arizona State Retirement System | 8,089 | $313.0K | 0.00% | +244+3.1% | Added |
| Meeder Asset Management Inc | 8,178 | $316.0K | 0.02% | −175−2.1% | Reduced |
| Quantbot Technologies LP | 8,276 | $320.0K | 0.03% | +7,654+1,230.5% | Added |
| New York Life Investment Management LLC | 8,491 | $328.0K | 0.00% | +8,491 | New |
| ExodusPoint Capital Management, LP | 8,625 | $334.0K | 0.00% | +8,625 | New |
| Algert Global LLC | 9,607 | $372.0K | 0.03% | 00.0% | Unchanged |
| Oregon Public Employees Retirement Fund | 9,811 | $379.0K | 0.01% | −2,122−17.8% | Reduced |
| Wells Fargo & Company | 9,985 | $386.0K | 0.00% | −15,975−61.5% | Reduced |
| Clarkston Capital Partners, LLC | 10,000 | $387.0K | 0.01% | 00.0% | Unchanged |
| Stifel Financial Corp | 10,055 | $389.0K | 0.00% | −1,622−13.9% | Reduced |
| NinePointTwo Capital | 10,190 | $394.0K | 0.14% | +10,190 | New |
| Squarepoint Ops LLC | 10,621 | $411.0K | 0.00% | +4,397+70.6% | Added |
| Wolverine Trading, LLC | 10,672 | $418.0K | 0.01% | +10,672 | New |
| Citadel Advisors LLC | 10,853 | $420.0K | 0.00% | +10,853 | New |
| State Board of Administration of Florida Retirement System | 10,963 | $424.0K | 0.00% | 00.0% | Unchanged |
| Renaissance Technologies LLC | 11,200 | $433.0K | 0.00% | +11,200 | New |
| Janus Henderson Group PLC | 11,524 | $446.0K | 0.00% | +1,356+13.3% | Added |
| Maryland State Retirement & Pension System | 11,899 | $460.0K | 0.01% | −71−0.6% | Reduced |
| Manufacturers Life Insurance Company, The | 11,984 | $463.4K | 0.00% | −300−2.4% | Reduced |
| AQR Capital Management LLC | 12,376 | $479.0K | 0.00% | −2,906−19.0% | Reduced |
| Cornercap Investment Counsel Inc | 12,907 | $499.0K | 0.09% | +12,907 | New |
| SEI Investments Co | 13,123 | $508.0K | 0.00% | +13,123 | New |
| Venture Visionary Partners LLC | 13,300 | $514.3K | 0.04% | −200−1.5% | Reduced |
| Exchange Traded Concepts, LLC | 13,338 | $516.0K | 0.02% | +468+3.6% | Added |
| Amalgamated Bank | 13,514 | $523.0K | 0.00% | −124−0.9% | Reduced |
| Gsa Capital Partners LLP | 13,586 | $525.0K | 0.08% | +13,586 | New |
| Clear Harbor Asset Management, LLC | 13,786 | $533.0K | 0.07% | +900+7.0% | Added |
| Mercer Global Advisors Inc | 14,659 | $567.0K | 0.00% | −583−3.8% | Reduced |
| Susquehanna International Group, LLP | 14,780 | $572.0K | 0.00% | +2,576+21.1% | Added |
| Ensign Peak Advisors, Inc | 14,810 | $573.0K | 0.00% | 00.0% | Unchanged |
| Louisiana State Employees Retirement System | 14,200 | $587.0K | 0.02% | −300−2.1% | Reduced |
| Summit Global Investments | 15,200 | $588.0K | 0.05% | +7,600+100.0% | Added |
| American International Group, Inc. | 15,746 | $609.0K | 0.00% | −1,133−6.7% | Reduced |
| Riverwater Partners LLC | 16,273 | $629.0K | 0.63% | +1,265+8.4% | Added |
| MetLife Investment Management | 16,505 | $638.2K | 0.00% | 00.0% | Unchanged |
| Two Sigma Advisers, LP | 16,700 | $646.0K | 0.00% | +16,700 | New |
| UBS Group AG | 16,748 | $648.0K | 0.00% | −15,554−48.2% | Reduced |
| Campbell & CO Investment Adviser LLC | 17,235 | $666.0K | 0.18% | +17,235 | New |
| Panagora Asset Management Inc | 18,152 | $702.0K | 0.00% | 00.0% | Unchanged |
| South Dakota Investment Council | 18,488 | $715.0K | 0.02% | +2,260+13.9% | Added |
| Barclays PLC | 19,058 | $737.0K | 0.00% | −61,650−76.4% | Reduced |