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, Q4 2022
Institutional positions in Pathward Financial, Inc. as of Dec 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
- 182
- −2 vs. Q3 2022
- Shares held
- 26.1M
- +1.54M (+6.3%) vs. Q3 2022
- Total value
- $1.05B
- +$166.5M (+18.8%) vs. Q3 2022
- New holders
- 26
- 46 more added
- Sold out
- 28
- 77 more reduced
3 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2022
Shares, value and share of portfolio for each institution holding Pathward Financial, Inc.; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| First PREMIER Bank | 10 | $0 | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 9 | $0 | 0.00% | +2+28.6% | Added |
| Huntington National Bank | 1 | $43 | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 21 | $904 | 0.00% | +21 | New |
| Bell Investment Advisors, Inc | 25 | $1.08K | 0.00% | +25 | New |
| Johnson Financial Group, Inc. | 33 | $1.42K | 0.00% | +33 | New |
| Massmutual Trust Co FSB | 35 | $2.00K | 0.00% | +35 | New |
| Ronald Blue Trust, Inc. | 47 | $2.00K | 0.00% | +47 | New |
| Quadrant Capital Group LLC | 50 | $2.15K | 0.00% | 00.0% | Unchanged |
| RFP Financial Group LLC | 54 | $2.33K | 0.00% | +54 | New |
| GWM Advisors LLC | 68 | $2.93K | 0.00% | +68 | New |
| Federated Hermes, Inc. | 84 | $3.62K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 89 | $4.00K | 0.00% | −4,992−98.2% | Reduced |
| US Bancorp | 97 | $4.18K | 0.00% | +97 | New |
| Parkside Financial Bank & Trust | 108 | $4.65K | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 133 | $5.73K | 0.00% | +133 | New |
| Coppell Advisory Solutions Corp. | 133 | $5.73K | 0.00% | +133 | New |
| Key Financial Inc | 188 | $6.20K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 220 | $9.00K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 314 | $14.0K | 0.00% | +9+3.0% | Added |
| Institutional & Family Asset Management, LLC | 450 | $19.4K | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 736 | $31.7K | 0.01% | 00.0% | Unchanged |
| First Community Trust NA | 900 | $39.0K | 0.05% | 00.0% | Unchanged |
| IFP Advisors, Inc | 480 | $54.0K | 0.00% | −6−1.2% | Reduced |
| Proequities, Inc. | 1,440 | $62.1K | 0.01% | −20−1.4% | Reduced |
| Simplex Trading, LLC | 1,578 | $67.0K | 0.00% | +1,578 | New |
| Advisor Group Holdings, Inc. | 1,637 | $70.1K | 0.00% | −1,034−38.7% | Reduced |
| Harvest Fund Management Co., Ltd | 1,895 | $72.0K | 0.02% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 1,908 | $82.0K | 0.00% | +717+60.2% | Added |
| Rockefeller Capital Management L.P. | 1,926 | $82.0K | 0.00% | +1,890+5,250.0% | Added |
| Metropolitan Life Insurance Co | 1,916 | $82.5K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 2,044 | $88.0K | 0.00% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 2,055 | $88.5K | 0.00% | −45−2.1% | Reduced |
| Globeflex Capital L P | 2,100 | $90.4K | 0.01% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 2,105 | $90.6K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 2,280 | $104.8K | 0.00% | 00.0% | Unchanged |
| Counterpoint Mutual Funds LLC | 2,452 | $105.6K | 0.11% | +2,452 | New |
| KBC Group NV | 2,517 | $108.0K | 0.00% | 00.0% | Unchanged |
| Shell Asset Management Co | 2,641 | $114.0K | 0.00% | −219−7.7% | Reduced |
| The PNC Financial Services Group, Inc. | 2,961 | $127.5K | 0.00% | −5−0.2% | Reduced |
| City State Bank | 3,216 | $138.0K | 0.08% | 00.0% | Unchanged |
| Group One Trading, L.P. | 3,605 | $155.2K | 0.01% | +3,605 | New |
| Wells Fargo & Company | 3,853 | $165.9K | 0.00% | −4,924−56.1% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 4,395 | $189.2K | 0.00% | +1,140+35.0% | Added |
| Raymond James Financial Services Advisors, Inc. | 4,753 | $204.7K | 0.00% | +4,753 | New |
| Steward Partners Investment Advisory, LLC | 5,402 | $232.6K | 0.00% | 00.0% | Unchanged |
| Squarepoint Ops LLC | 5,515 | $237.4K | 0.00% | −31,848−85.2% | Reduced |
| Envestnet Asset Management Inc | 5,546 | $238.8K | 0.00% | +5,546 | New |
| AQR Capital Management LLC | 6,033 | $259.7K | 0.00% | −4,774−44.2% | Reduced |
| Mutual of America Capital Management LLC | 6,034 | $259.8K | 0.00% | +253+4.4% | Added |
| Susquehanna Fundamental Investments, LLC | 6,564 | $282.6K | 0.00% | −34,366−84.0% | Reduced |
| Everence Capital Management Inc | 6,750 | $291.0K | 0.03% | 00.0% | Unchanged |
| Mesirow Financial Investment Management, Inc. | 7,050 | $303.5K | 1.27% | 00.0% | Unchanged |
| Price T Rowe Associates Inc | 7,157 | $308.0K | 0.00% | +505+7.6% | Added |
| Aviva PLC | 7,463 | $321.3K | 0.00% | −40,226−84.4% | Reduced |
| Susquehanna International Group, LLP | 7,747 | $333.5K | 0.00% | −3,569−31.5% | Reduced |
| Jane Street Group, LLC | 7,955 | $342.5K | 0.00% | −3,897−32.9% | Reduced |
| Arizona State Retirement System | 8,198 | $352.9K | 0.00% | +218+2.7% | Added |
| HighTower Advisors, LLC | 8,866 | $382.0K | 0.00% | +8,866 | New |
| Teachers Retirement System of the State of Kentucky | 8,897 | $383.0K | 0.00% | −1,933−17.8% | Reduced |
| Rafferty Asset Management, LLC | 9,279 | $399.5K | 0.00% | −6,790−42.3% | Reduced |
| Emerald Mutual Fund Advisers Trust | 9,469 | $407.6K | 0.03% | 00.0% | Unchanged |
| Oregon Public Employees Retirement Fund | 9,581 | $412.5K | 0.01% | −75−0.8% | Reduced |
| Teamwork Financial Advisors, LLC | 10,282 | $442.6K | 0.09% | +2,213+27.4% | Added |
| New York Life Investment Management LLC | 10,330 | $444.7K | 0.01% | +1,165+12.7% | Added |
| Venture Visionary Partners LLC | 10,700 | $460.6K | 0.03% | 00.0% | Unchanged |
| Janus Henderson Group PLC | 10,781 | $464.1K | 0.00% | −914−7.8% | Reduced |
| State Board of Administration of Florida Retirement System | 10,963 | $472.0K | 0.00% | 00.0% | Unchanged |
| AE Wealth Management LLC | 11,222 | $483.1K | 0.00% | +2,169+24.0% | Added |
| Manufacturers Life Insurance Company, The | 11,319 | $487.3K | 0.00% | −239−2.1% | Reduced |
| Stifel Financial Corp | 11,325 | $487.6K | 0.00% | −259−2.2% | Reduced |
| Voya Investment Management LLC | 11,351 | $488.7K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 11,486 | $495.0K | 0.00% | +4,963+76.1% | Added |
| Maryland State Retirement & Pension System | 11,850 | $510.1K | 0.01% | +11,850 | New |
| SEI Investments Co | 12,352 | $531.8K | 0.00% | −937−7.1% | Reduced |
| Meeder Asset Management Inc | 12,486 | $537.5K | 0.05% | +383+3.2% | Added |
| Mirae Asset Global Investments Co., Ltd. | 12,570 | $541.1K | 0.00% | 00.0% | Unchanged |
| Sigma Planning Corp | 13,010 | $560.1K | 0.02% | −10−0.1% | Reduced |
| Amalgamated Bank | 13,394 | $577.0K | 0.01% | −82−0.6% | Reduced |
| Louisiana State Employees Retirement System | 13,700 | $590.0K | 0.02% | −200−1.4% | Reduced |
| Mercer Global Advisors Inc | 13,772 | $593.0K | 0.00% | −998−6.8% | Reduced |
| Clear Harbor Asset Management, LLC | 13,776 | $593.1K | 0.07% | +225+1.7% | Added |
| HRT Financial LP | 14,803 | $637.0K | 0.01% | −3,310−18.3% | Reduced |
| MetLife Investment Management | 15,031 | $647.1K | 0.00% | −1,474−8.9% | Reduced |
| Ensign Peak Advisors, Inc | 15,460 | $665.6K | 0.00% | +650+4.4% | Added |
| American International Group, Inc. | 15,607 | $671.9K | 0.00% | −143−0.9% | Reduced |
| Raymond James & Associates | 15,988 | $688.3K | 0.00% | −4,002−20.0% | Reduced |
| TD Asset Management Inc | 16,200 | $697.4K | 0.00% | +16,200 | New |
| STRS Ohio | 16,300 | $701.0K | 0.00% | 00.0% | Unchanged |
| PDT Partners, LLC | 16,461 | $708.6K | 0.11% | +16,461 | New |
| Teacher Retirement System of Texas | 16,738 | $721.0K | 0.01% | +2,231+15.4% | Added |
| UBS Group AG | 16,957 | $730.0K | 0.00% | −8,519−33.4% | Reduced |
| Walleye Trading LLC | 17,431 | $750.4K | 0.02% | +9,419+117.6% | Added |
| Victory Capital Management Inc | 17,683 | $761.3K | 0.00% | −22,578−56.1% | Reduced |
| Yousif Capital Management, LLC | 18,344 | $789.7K | 0.01% | −7,375−28.7% | Reduced |
| Comerica Bank | 17,072 | $793.0K | 0.01% | −5,230−23.5% | Reduced |
| South Dakota Investment Council | 18,488 | $796.0K | 0.02% | 00.0% | Unchanged |
| Millennium Management LLC | 18,694 | $805.0K | 0.00% | −33,603−64.3% | Reduced |
| Citigroup Inc | 18,979 | $817.0K | 0.00% | +2,568+15.6% | Added |
| SummerHaven Investment Management, LLC | 19,172 | $825.4K | 0.49% | +264+1.4% | Added |