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 |
|---|---|---|---|---|---|
| Riverwater Partners LLC | 16,273 | $629.0K | 0.63% | +1,265+8.4% | Added |
| American International Group, Inc. | 15,746 | $609.0K | 0.00% | −1,133−6.7% | Reduced |
| Summit Global Investments | 15,200 | $588.0K | 0.05% | +7,600+100.0% | Added |
| Louisiana State Employees Retirement System | 14,200 | $587.0K | 0.02% | −300−2.1% | Reduced |
| Ensign Peak Advisors, Inc | 14,810 | $573.0K | 0.00% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 14,780 | $572.0K | 0.00% | +2,576+21.1% | Added |
| Mercer Global Advisors Inc | 14,659 | $567.0K | 0.00% | −583−3.8% | Reduced |
| Clear Harbor Asset Management, LLC | 13,786 | $533.0K | 0.07% | +900+7.0% | Added |
| Gsa Capital Partners LLP | 13,586 | $525.0K | 0.08% | +13,586 | New |
| Amalgamated Bank | 13,514 | $523.0K | 0.00% | −124−0.9% | Reduced |
| Exchange Traded Concepts, LLC | 13,338 | $516.0K | 0.02% | +468+3.6% | Added |
| Venture Visionary Partners LLC | 13,300 | $514.3K | 0.04% | −200−1.5% | Reduced |
| SEI Investments Co | 13,123 | $508.0K | 0.00% | +13,123 | New |
| Cornercap Investment Counsel Inc | 12,907 | $499.0K | 0.09% | +12,907 | New |
| AQR Capital Management LLC | 12,376 | $479.0K | 0.00% | −2,906−19.0% | Reduced |
| Manufacturers Life Insurance Company, The | 11,984 | $463.4K | 0.00% | −300−2.4% | Reduced |
| Maryland State Retirement & Pension System | 11,899 | $460.0K | 0.01% | −71−0.6% | Reduced |
| Janus Henderson Group PLC | 11,524 | $446.0K | 0.00% | +1,356+13.3% | Added |
| Renaissance Technologies LLC | 11,200 | $433.0K | 0.00% | +11,200 | New |
| State Board of Administration of Florida Retirement System | 10,963 | $424.0K | 0.00% | 00.0% | Unchanged |
| Citadel Advisors LLC | 10,853 | $420.0K | 0.00% | +10,853 | New |
| Wolverine Trading, LLC | 10,672 | $418.0K | 0.01% | +10,672 | New |
| Squarepoint Ops LLC | 10,621 | $411.0K | 0.00% | +4,397+70.6% | Added |
| NinePointTwo Capital | 10,190 | $394.0K | 0.14% | +10,190 | New |
| Stifel Financial Corp | 10,055 | $389.0K | 0.00% | −1,622−13.9% | Reduced |
| Clarkston Capital Partners, LLC | 10,000 | $387.0K | 0.01% | 00.0% | Unchanged |
| Wells Fargo & Company | 9,985 | $386.0K | 0.00% | −15,975−61.5% | Reduced |
| Oregon Public Employees Retirement Fund | 9,811 | $379.0K | 0.01% | −2,122−17.8% | Reduced |
| Algert Global LLC | 9,607 | $372.0K | 0.03% | 00.0% | Unchanged |
| ExodusPoint Capital Management, LP | 8,625 | $334.0K | 0.00% | +8,625 | New |
| New York Life Investment Management LLC | 8,491 | $328.0K | 0.00% | +8,491 | New |
| Quantbot Technologies LP | 8,276 | $320.0K | 0.03% | +7,654+1,230.5% | Added |
| Meeder Asset Management Inc | 8,178 | $316.0K | 0.02% | −175−2.1% | Reduced |
| Arizona State Retirement System | 8,089 | $313.0K | 0.00% | +244+3.1% | Added |
| Envestnet Asset Management Inc | 8,040 | $311.0K | 0.00% | −237−2.9% | Reduced |
| Winton Group Ltd | 7,991 | $309.0K | 0.02% | +3,917+96.1% | Added |
| Cetera Investment Advisers | 7,947 | $307.0K | 0.00% | 00.0% | Unchanged |
| HSBC Holdings PLC | 7,799 | $306.0K | 0.00% | −66,215−89.5% | 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 |
| Yorktown Management & Research Co Inc | 7,200 | $278.0K | 0.36% | −2,800−28.0% | Reduced |
| Mesirow Financial Investment Management, Inc. | 7,050 | $273.0K | 1.32% | −19−0.3% | Reduced |
| Millennium Management LLC | 7,022 | $272.0K | 0.00% | −17,013−70.8% | Reduced |
| Handelsbanken Fonder AB | 7,000 | $271.0K | 0.00% | −1,000−12.5% | Reduced |
| Everence Capital Management Inc | 6,750 | $261.0K | 0.02% | 00.0% | Unchanged |
| Royal Bank of Canada | 6,406 | $248.0K | 0.00% | −2,320−26.6% | Reduced |
| Keebeck Alpha, LP | 6,190 | $239.0K | 0.11% | +1,244+25.2% | Added |
| Steward Partners Investment Advisory, LLC | 5,923 | $229.0K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 5,212 | $202.0K | 0.00% | +4,689+896.6% | Added |
| Mutual of America Capital Management LLC | 4,932 | $191.0K | 0.00% | +631+14.7% | Added |
| Allspring Global Investments Holdings, LLC | 3,611 | $139.0K | 0.00% | −14,677−80.3% | Reduced |
| SG Americas Securities, LLC | 3,541 | $137.0K | 0.00% | +3,541 | New |
| The PNC Financial Services Group, Inc. | 3,483 | $135.0K | 0.00% | +598+20.7% | 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 |
| Shell Asset Management Co | 3,240 | $125.0K | 0.00% | +4+0.1% | Added |
| City State Bank | 3,216 | $124.0K | 0.09% | 00.0% | Unchanged |
| Point72 Hong Kong Ltd | 3,093 | $120.0K | 0.01% | +3,093 | New |
| KBC Group NV | 3,074 | $119.0K | 0.00% | −2,489−44.7% | Reduced |
| GPS Wealth Strategies Group, LLC | 2,824 | $109.0K | 0.03% | −1,239−30.5% | Reduced |
| Brown Brothers Harriman & Co | 2,507 | $97.0K | 0.00% | +402+19.1% | Added |
| Advisor Group Holdings, Inc. | 2,431 | $94.0K | 0.00% | +315+14.9% | Added |
| Exane Derivatives | 2,279 | $88.1K | 0.05% | −267−10.5% | Reduced |
| Ameritas Investment Partners, Inc. | 2,280 | $88.0K | 0.00% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 2,219 | $85.0K | 0.00% | +816+58.2% | Added |
| Retirement Guys Formula LLC | 83,793 | $84.0K | 0.09% | −2,859−3.3% | Reduced |
| Globeflex Capital L P | 2,100 | $81.0K | 0.02% | 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 |
| Metropolitan Life Insurance Co | 1,916 | $74.1K | 0.00% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 1,895 | $73.0K | 0.02% | 00.0% | Unchanged |
| First Community Trust NA | 900 | $35.0K | 0.04% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 751 | $29.0K | 0.01% | +17+2.3% | Added |
| Public Employees Retirement System of Ohio | 542 | $21.0K | 0.00% | +311+134.6% | Added |
| CWM, LLC | 524 | $20.0K | 0.00% | +524 | New |
| Institutional & Family Asset Management, LLC | 450 | $17.0K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 405 | $16.0K | 0.00% | +405 | New |
| Ancora Advisors, LLC | 220 | $9.00K | 0.00% | 00.0% | Unchanged |
| American Portfolios Advisors | 212 | $8.20K | 0.00% | +212 | New |
| Key Financial Inc | 188 | $8.00K | 0.00% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 180 | $7.00K | 0.00% | +180 | 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 |
| TCI Wealth Advisors, Inc. | 106 | $4.00K | 0.00% | −2−1.9% | Reduced |
| Aquatic Capital Management LLC | 100 | $4.00K | 0.00% | +100 | New |
| 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 |
| Rockefeller Capital Management L.P. | 36 | $1.00K | 0.00% | −3,057−98.8% | Reduced |
| 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 |
| IFP Advisors, Inc | 377 | – | – | 00.0% | Unchanged |
| Greenwich Wealth Management LLC | 3,237 | – | – | +3,237 | New |
| Redpoint Investment Management Pty Ltd | 59,648 | – | – | +59,648 | New |
| Canada Pension Plan Investment Board | 0 | $0 | 0.00% | −210,000−100.0% | Sold out |
| Osterweis Capital Management Inc | 0 | $0 | 0.00% | −89,333−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −84,637−100.0% | Sold out |
| Ergoteles LLC | 0 | $0 | 0.00% | −43,800−100.0% | Sold out |