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 |
|---|---|---|---|---|---|
| State of Tennessee, Treasury Department | 16,147 | $533.0K | 0.00% | −15,518−49.0% | Reduced |
| Rafferty Asset Management, LLC | 16,069 | $530.0K | 0.01% | −3,868−19.4% | Reduced |
| American International Group, Inc. | 15,750 | $519.0K | 0.00% | +40.0% | Added |
| Ensign Peak Advisors, Inc | 14,810 | $488.0K | 0.00% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 14,770 | $487.0K | 0.00% | +111+0.8% | Added |
| Teacher Retirement System of Texas | 14,507 | $478.0K | 0.00% | +14,507 | New |
| Campbell & CO Investment Adviser LLC | 14,100 | $465.0K | 0.11% | −3,135−18.2% | Reduced |
| Louisiana State Employees Retirement System | 13,900 | $458.0K | 0.01% | −300−2.1% | Reduced |
| Clear Harbor Asset Management, LLC | 13,551 | $447.0K | 0.06% | −235−1.7% | Reduced |
| Amalgamated Bank | 13,476 | $444.0K | 0.00% | −38−0.3% | Reduced |
| SEI Investments Co | 13,289 | $438.0K | 0.00% | +166+1.3% | Added |
| Sigma Planning Corp | 13,020 | $429.0K | 0.02% | −6,823−34.4% | Reduced |
| Cornercap Investment Counsel Inc | 12,948 | $427.0K | 0.08% | +41+0.3% | Added |
| Deutsche Bank AG | 12,860 | $424.0K | 0.00% | −114,901−89.9% | Reduced |
| Barclays PLC | 12,637 | $415.0K | 0.00% | −6,421−33.7% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 12,570 | $414.0K | 0.00% | +12,570 | New |
| Meeder Asset Management Inc | 12,103 | $399.0K | 0.02% | +3,925+48.0% | Added |
| Jane Street Group, LLC | 11,852 | $390.0K | 0.00% | +11,852 | New |
| Janus Henderson Group PLC | 11,695 | $385.0K | 0.00% | +171+1.5% | Added |
| Stifel Financial Corp | 11,584 | $382.0K | 0.00% | +1,529+15.2% | Added |
| Manufacturers Life Insurance Company, The | 11,558 | $381.0K | 0.00% | −426−3.6% | Reduced |
| Voya Investment Management LLC | 11,351 | $374.1K | 0.00% | −7,762−40.6% | Reduced |
| Susquehanna International Group, LLP | 11,316 | $373.0K | 0.00% | −3,464−23.4% | Reduced |
| Winton Group Ltd | 11,172 | $368.0K | 0.02% | +3,181+39.8% | Added |
| State Board of Administration of Florida Retirement System | 10,963 | $361.0K | 0.00% | 00.0% | Unchanged |
| Teachers Retirement System of the State of Kentucky | 10,830 | $357.0K | 0.00% | +10,830 | New |
| AQR Capital Management LLC | 10,807 | $356.0K | 0.00% | −1,569−12.7% | Reduced |
| Venture Visionary Partners LLC | 10,700 | $352.0K | 0.03% | −2,600−19.5% | Reduced |
| NinePointTwo Capital | 10,190 | $335.0K | 0.14% | 00.0% | Unchanged |
| Tudor Investment Corp Et Al | 10,121 | $334.0K | 0.01% | +10,121 | New |
| Clarkston Capital Partners, LLC | 10,000 | $330.0K | 0.01% | 00.0% | Unchanged |
| Jump Financial, LLC | 9,702 | $320.0K | 0.01% | +9,702 | New |
| Oregon Public Employees Retirement Fund | 9,656 | $318.0K | 0.00% | −155−1.6% | Reduced |
| Emerald Mutual Fund Advisers Trust | 9,469 | $312.0K | 0.02% | −53,691−85.0% | Reduced |
| New York Life Investment Management LLC | 9,165 | $302.0K | 0.00% | +674+7.9% | Added |
| AE Wealth Management LLC | 9,053 | $298.0K | 0.00% | +9,053 | New |
| Zacks Investment Management | 291,264 | $292.0K | 0.00% | +291,264 | New |
| Wells Fargo & Company | 8,777 | $289.0K | 0.00% | −1,208−12.1% | Reduced |
| Teamwork Financial Advisors, LLC | 8,069 | $266.0K | 0.06% | +8,069 | New |
| Walleye Trading LLC | 8,012 | $264.0K | 0.01% | +8,012 | New |
| Arizona State Retirement System | 7,980 | $263.0K | 0.00% | −109−1.3% | Reduced |
| Cetera Investment Advisers | 7,947 | $262.0K | 0.01% | 00.0% | Unchanged |
| Yorktown Management & Research Co Inc | 7,200 | $237.0K | 0.31% | 00.0% | Unchanged |
| Qube Research & Technologies Ltd | 7,117 | $235.0K | 0.00% | +7,117 | New |
| Mesirow Financial Investment Management, Inc. | 7,050 | $232.0K | 1.10% | 00.0% | Unchanged |
| Everence Capital Management Inc | 6,750 | $222.0K | 0.02% | 00.0% | Unchanged |
| Price T Rowe Associates Inc | 6,652 | $220.0K | 0.00% | +6,652 | New |
| Royal Bank of Canada | 6,523 | $215.0K | 0.00% | +117+1.8% | Added |
| Mutual of America Capital Management LLC | 5,781 | $191.0K | 0.00% | +849+17.2% | Added |
| Steward Partners Investment Advisory, LLC | 5,402 | $178.0K | 0.00% | −521−8.8% | Reduced |
| Tower Research Capital LLC (TRC) | 5,081 | $167.0K | 0.00% | −131−2.5% | Reduced |
| Quantbot Technologies LP | 3,818 | $125.0K | 0.01% | −4,458−53.9% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 3,255 | $107.0K | 0.00% | 00.0% | Unchanged |
| City State Bank | 3,216 | $106.0K | 0.07% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 2,966 | $97.0K | 0.00% | −517−14.8% | Reduced |
| GPS Wealth Strategies Group, LLC | 2,901 | $96.0K | 0.02% | +77+2.7% | Added |
| Shell Asset Management Co | 2,860 | $94.0K | 0.00% | −380−11.7% | Reduced |
| Advisor Group Holdings, Inc. | 2,671 | $89.0K | 0.00% | +240+9.9% | Added |
| KBC Group NV | 2,517 | $83.0K | 0.00% | −557−18.1% | Reduced |
| Ameritas Investment Partners, Inc. | 2,280 | $75.0K | 0.00% | 00.0% | Unchanged |
| 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 |
| Nisa Investment Advisors, LLC | 2,044 | $68.0K | 0.00% | +44+2.2% | Added |
| Macquarie Group Ltd | 1,614 | $65.0K | 0.00% | −366−18.5% | Reduced |
| Metropolitan Life Insurance Co | 1,916 | $63.2K | 0.00% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 1,895 | $62.0K | 0.02% | 00.0% | Unchanged |
| Proequities, Inc. | 1,460 | $48.0K | 0.00% | +1,460 | New |
| Lazard Asset Management LLC | 1,191 | $39.0K | 0.00% | −1,028−46.3% | Reduced |
| First Community Trust NA | 900 | $30.0K | 0.04% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 736 | $24.3K | 0.01% | −15−2.0% | Reduced |
| Dark Forest Capital Management LP | 690 | $23.0K | 0.00% | +690 | New |
| Institutional & Family Asset Management, LLC | 450 | $15.0K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 305 | $10.0K | 0.00% | −219−41.8% | Reduced |
| Ancora Advisors, LLC | 220 | $7.00K | 0.00% | 00.0% | Unchanged |
| American Portfolios Advisors | 212 | $6.99K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 188 | $6.00K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 108 | $4.00K | 0.00% | −9−7.7% | Reduced |
| Federated Hermes, Inc. | 84 | $3.00K | 0.00% | +23+37.7% | Added |
| Quadrant Capital Group LLC | 50 | $2.00K | 0.00% | +44+733.3% | Added |
| Rockefeller Capital Management L.P. | 36 | $1.00K | 0.00% | 00.0% | Unchanged |
| 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 |
| Greenwich Wealth Management LLC | 3,376 | – | – | +139+4.3% | Added |
| IFP Advisors, Inc | 486 | – | – | +109+28.9% | Added |
| Redpoint Investment Management Pty Ltd | 48,632 | – | – | −11,016−18.5% | Reduced |
| Loomis Sayles & Co L P | 0 | $0 | 0.00% | −372,664−100.0% | Sold out |
| Silvercrest Asset Management Group LLC | 0 | $0 | 0.00% | −139,938−100.0% | Sold out |
| Algebris (UK) Ltd | 0 | $0 | 0.00% | −135,124−100.0% | Sold out |
| Assenagon Asset Management S.A. | 0 | $0 | 0.00% | −129,422−100.0% | Sold out |
| Marshall & Sullivan Inc | 0 | $0 | 0.00% | 0 | Sold out |
| Basswood Capital Management, L.L.C. | 0 | $0 | 0.00% | −121,593−100.0% | Sold out |
| Driehaus Capital Management LLC | 0 | $0 | 0.00% | −87,899−100.0% | Sold out |
| Los Angeles Capital Management LLC | 0 | $0 | 0.00% | −43,597−100.0% | Sold out |
| Norman Fields, Gottscho Capital Management, LLC | 0 | $0 | 0.00% | −35,725−100.0% | Sold out |
| Versor Investments LP | 0 | $0 | 0.00% | −31,576−100.0% | Sold out |
| Kennedy Capital Management, Inc. | 0 | $0 | 0.00% | −25,285−100.0% | Sold out |
| Bokf, NA | 0 | $0 | 0.00% | −20,226−100.0% | Sold out |
| Schechter Investment Advisors, LLC | 0 | $0 | 0.00% | −19,580−100.0% | Sold out |