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, Q3 2022
Institutional positions in Pathward Financial, Inc. as of Sep 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
- 187
- −8 vs. Q2 2022
- Shares held
- 24.7M
- −301.7K (−1.2%) vs. Q2 2022
- Total value
- $888.6M
- −$117.3M (−11.7%) vs. Q2 2022
- New holders
- 26
- 66 more added
- Sold out
- 34
- 65 more reduced
1 institution that held it in Q2 2022 haven't filed for Q3 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2022
Shares, value and share of portfolio for each institution holding Pathward Financial, Inc.; share changes are against Q2 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Huntington National Bank | 1 | $0 | 0.00% | 00.0% | Unchanged |
| First PREMIER Bank | 10 | $0 | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 7 | $0 | 0.00% | −3−30.0% | Reduced |
| Rockefeller Capital Management L.P. | 36 | $1.00K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 50 | $2.00K | 0.00% | +44+733.3% | Added |
| Federated Hermes, Inc. | 84 | $3.00K | 0.00% | +23+37.7% | Added |
| Parkside Financial Bank & Trust | 108 | $4.00K | 0.00% | −9−7.7% | Reduced |
| Key Financial Inc | 188 | $6.00K | 0.00% | 00.0% | Unchanged |
| American Portfolios Advisors | 212 | $6.99K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 220 | $7.00K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 305 | $10.0K | 0.00% | −219−41.8% | Reduced |
| Institutional & Family Asset Management, LLC | 450 | $15.0K | 0.00% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 690 | $23.0K | 0.00% | +690 | New |
| Sutton Wealth Advisors Inc. | 736 | $24.3K | 0.01% | −15−2.0% | Reduced |
| First Community Trust NA | 900 | $30.0K | 0.04% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 1,191 | $39.0K | 0.00% | −1,028−46.3% | Reduced |
| Proequities, Inc. | 1,460 | $48.0K | 0.00% | +1,460 | New |
| Harvest Fund Management Co., Ltd | 1,895 | $62.0K | 0.02% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 1,916 | $63.2K | 0.00% | 00.0% | Unchanged |
| Macquarie Group Ltd | 1,614 | $65.0K | 0.00% | −366−18.5% | Reduced |
| Nisa Investment Advisors, LLC | 2,044 | $68.0K | 0.00% | +44+2.2% | Added |
| Allspring Global Investments Holdings, LLC | 2,100 | $69.0K | 0.00% | −1,511−41.8% | Reduced |
| Brown Brothers Harriman & Co | 2,105 | $69.0K | 0.00% | −402−16.0% | Reduced |
| Globeflex Capital L P | 2,100 | $69.0K | 0.01% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 2,280 | $75.0K | 0.00% | 00.0% | Unchanged |
| KBC Group NV | 2,517 | $83.0K | 0.00% | −557−18.1% | Reduced |
| Advisor Group Holdings, Inc. | 2,671 | $89.0K | 0.00% | +240+9.9% | Added |
| Shell Asset Management Co | 2,860 | $94.0K | 0.00% | −380−11.7% | Reduced |
| GPS Wealth Strategies Group, LLC | 2,901 | $96.0K | 0.02% | +77+2.7% | Added |
| The PNC Financial Services Group, Inc. | 2,966 | $97.0K | 0.00% | −517−14.8% | Reduced |
| City State Bank | 3,216 | $106.0K | 0.07% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 3,255 | $107.0K | 0.00% | 00.0% | Unchanged |
| Quantbot Technologies LP | 3,818 | $125.0K | 0.01% | −4,458−53.9% | Reduced |
| Tower Research Capital LLC (TRC) | 5,081 | $167.0K | 0.00% | −131−2.5% | Reduced |
| Steward Partners Investment Advisory, LLC | 5,402 | $178.0K | 0.00% | −521−8.8% | Reduced |
| Mutual of America Capital Management LLC | 5,781 | $191.0K | 0.00% | +849+17.2% | Added |
| Royal Bank of Canada | 6,523 | $215.0K | 0.00% | +117+1.8% | Added |
| Price T Rowe Associates Inc | 6,652 | $220.0K | 0.00% | +6,652 | New |
| Everence Capital Management Inc | 6,750 | $222.0K | 0.02% | 00.0% | Unchanged |
| Mesirow Financial Investment Management, Inc. | 7,050 | $232.0K | 1.10% | 00.0% | Unchanged |
| Qube Research & Technologies Ltd | 7,117 | $235.0K | 0.00% | +7,117 | New |
| Yorktown Management & Research Co Inc | 7,200 | $237.0K | 0.31% | 00.0% | Unchanged |
| Cetera Investment Advisers | 7,947 | $262.0K | 0.01% | 00.0% | Unchanged |
| Arizona State Retirement System | 7,980 | $263.0K | 0.00% | −109−1.3% | Reduced |
| Walleye Trading LLC | 8,012 | $264.0K | 0.01% | +8,012 | New |
| Teamwork Financial Advisors, LLC | 8,069 | $266.0K | 0.06% | +8,069 | New |
| Wells Fargo & Company | 8,777 | $289.0K | 0.00% | −1,208−12.1% | Reduced |
| Zacks Investment Management | 291,264 | $292.0K | 0.00% | +291,264 | New |
| AE Wealth Management LLC | 9,053 | $298.0K | 0.00% | +9,053 | New |
| New York Life Investment Management LLC | 9,165 | $302.0K | 0.00% | +674+7.9% | Added |
| Emerald Mutual Fund Advisers Trust | 9,469 | $312.0K | 0.02% | −53,691−85.0% | Reduced |
| Oregon Public Employees Retirement Fund | 9,656 | $318.0K | 0.00% | −155−1.6% | Reduced |
| Jump Financial, LLC | 9,702 | $320.0K | 0.01% | +9,702 | New |
| Clarkston Capital Partners, LLC | 10,000 | $330.0K | 0.01% | 00.0% | Unchanged |
| Tudor Investment Corp Et Al | 10,121 | $334.0K | 0.01% | +10,121 | New |
| NinePointTwo Capital | 10,190 | $335.0K | 0.14% | 00.0% | Unchanged |
| Venture Visionary Partners LLC | 10,700 | $352.0K | 0.03% | −2,600−19.5% | Reduced |
| AQR Capital Management LLC | 10,807 | $356.0K | 0.00% | −1,569−12.7% | Reduced |
| Teachers Retirement System of the State of Kentucky | 10,830 | $357.0K | 0.00% | +10,830 | New |
| State Board of Administration of Florida Retirement System | 10,963 | $361.0K | 0.00% | 00.0% | Unchanged |
| Winton Group Ltd | 11,172 | $368.0K | 0.02% | +3,181+39.8% | Added |
| Susquehanna International Group, LLP | 11,316 | $373.0K | 0.00% | −3,464−23.4% | Reduced |
| Voya Investment Management LLC | 11,351 | $374.1K | 0.00% | −7,762−40.6% | Reduced |
| Manufacturers Life Insurance Company, The | 11,558 | $381.0K | 0.00% | −426−3.6% | Reduced |
| Stifel Financial Corp | 11,584 | $382.0K | 0.00% | +1,529+15.2% | Added |
| Janus Henderson Group PLC | 11,695 | $385.0K | 0.00% | +171+1.5% | Added |
| Jane Street Group, LLC | 11,852 | $390.0K | 0.00% | +11,852 | New |
| Meeder Asset Management Inc | 12,103 | $399.0K | 0.02% | +3,925+48.0% | Added |
| Mirae Asset Global Investments Co., Ltd. | 12,570 | $414.0K | 0.00% | +12,570 | New |
| Barclays PLC | 12,637 | $415.0K | 0.00% | −6,421−33.7% | Reduced |
| Deutsche Bank AG | 12,860 | $424.0K | 0.00% | −114,901−89.9% | Reduced |
| Cornercap Investment Counsel Inc | 12,948 | $427.0K | 0.08% | +41+0.3% | Added |
| Sigma Planning Corp | 13,020 | $429.0K | 0.02% | −6,823−34.4% | Reduced |
| SEI Investments Co | 13,289 | $438.0K | 0.00% | +166+1.3% | Added |
| Amalgamated Bank | 13,476 | $444.0K | 0.00% | −38−0.3% | Reduced |
| Clear Harbor Asset Management, LLC | 13,551 | $447.0K | 0.06% | −235−1.7% | Reduced |
| Louisiana State Employees Retirement System | 13,900 | $458.0K | 0.01% | −300−2.1% | Reduced |
| Campbell & CO Investment Adviser LLC | 14,100 | $465.0K | 0.11% | −3,135−18.2% | Reduced |
| Teacher Retirement System of Texas | 14,507 | $478.0K | 0.00% | +14,507 | New |
| Mercer Global Advisors Inc | 14,770 | $487.0K | 0.00% | +111+0.8% | Added |
| Ensign Peak Advisors, Inc | 14,810 | $488.0K | 0.00% | 00.0% | Unchanged |
| American International Group, Inc. | 15,750 | $519.0K | 0.00% | +40.0% | Added |
| Rafferty Asset Management, LLC | 16,069 | $530.0K | 0.01% | −3,868−19.4% | Reduced |
| State of Tennessee, Treasury Department | 16,147 | $533.0K | 0.00% | −15,518−49.0% | Reduced |
| STRS Ohio | 16,300 | $537.0K | 0.00% | +16,300 | New |
| Citigroup Inc | 16,411 | $541.0K | 0.00% | −3,133−16.0% | Reduced |
| MetLife Investment Management | 16,505 | $544.0K | 0.00% | 00.0% | Unchanged |
| Virginia Retirement Systems Et Al | 17,000 | $560.3K | 0.01% | +17,000 | New |
| HRT Financial LP | 18,113 | $597.0K | 0.01% | +18,113 | New |
| South Dakota Investment Council | 18,488 | $609.0K | 0.01% | 00.0% | Unchanged |
| Parallax Volatility Advisers, L.P. | 18,493 | $610.0K | 0.01% | +18,493 | New |
| SummerHaven Investment Management, LLC | 18,908 | $623.0K | 0.43% | +18,908 | New |
| Csenge Advisory Group | 19,228 | $634.0K | 0.05% | +25+0.1% | Added |
| Schonfeld Strategic Advisors LLC | 19,500 | $643.0K | 0.01% | +19,500 | New |
| Raymond James & Associates | 19,990 | $659.0K | 0.00% | −14,686−42.4% | Reduced |
| State of Alaska, Department of Revenue | 20,115 | $662.0K | 0.01% | −2,099−9.4% | Reduced |
| Texas Permanent School Fund | 20,897 | $689.0K | 0.01% | −384−1.8% | Reduced |
| Exchange Traded Concepts, LLC | 21,329 | $703.0K | 0.02% | +7,991+59.9% | Added |
| Guggenheim Capital LLC | 21,725 | $715.0K | 0.01% | −17,949−45.2% | Reduced |
| Renaissance Technologies LLC | 21,900 | $722.0K | 0.00% | +10,700+95.5% | Added |