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 |
|---|---|---|---|---|---|
| Clear Harbor Asset Management, LLC | 13,776 | $593.1K | 0.07% | +225+1.7% | Added |
| Mercer Global Advisors Inc | 13,772 | $593.0K | 0.00% | −998−6.8% | Reduced |
| Louisiana State Employees Retirement System | 13,700 | $590.0K | 0.02% | −200−1.4% | Reduced |
| Amalgamated Bank | 13,394 | $577.0K | 0.01% | −82−0.6% | Reduced |
| Sigma Planning Corp | 13,010 | $560.1K | 0.02% | −10−0.1% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 12,570 | $541.1K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 12,486 | $537.5K | 0.05% | +383+3.2% | Added |
| SEI Investments Co | 12,352 | $531.8K | 0.00% | −937−7.1% | Reduced |
| Maryland State Retirement & Pension System | 11,850 | $510.1K | 0.01% | +11,850 | New |
| Royal Bank of Canada | 11,486 | $495.0K | 0.00% | +4,963+76.1% | Added |
| Voya Investment Management LLC | 11,351 | $488.7K | 0.00% | 00.0% | Unchanged |
| Stifel Financial Corp | 11,325 | $487.6K | 0.00% | −259−2.2% | Reduced |
| Manufacturers Life Insurance Company, The | 11,319 | $487.3K | 0.00% | −239−2.1% | Reduced |
| AE Wealth Management LLC | 11,222 | $483.1K | 0.00% | +2,169+24.0% | Added |
| State Board of Administration of Florida Retirement System | 10,963 | $472.0K | 0.00% | 00.0% | Unchanged |
| Janus Henderson Group PLC | 10,781 | $464.1K | 0.00% | −914−7.8% | Reduced |
| Venture Visionary Partners LLC | 10,700 | $460.6K | 0.03% | 00.0% | Unchanged |
| New York Life Investment Management LLC | 10,330 | $444.7K | 0.01% | +1,165+12.7% | Added |
| Teamwork Financial Advisors, LLC | 10,282 | $442.6K | 0.09% | +2,213+27.4% | Added |
| Oregon Public Employees Retirement Fund | 9,581 | $412.5K | 0.01% | −75−0.8% | Reduced |
| Emerald Mutual Fund Advisers Trust | 9,469 | $407.6K | 0.03% | 00.0% | Unchanged |
| Rafferty Asset Management, LLC | 9,279 | $399.5K | 0.00% | −6,790−42.3% | Reduced |
| Teachers Retirement System of the State of Kentucky | 8,897 | $383.0K | 0.00% | −1,933−17.8% | Reduced |
| HighTower Advisors, LLC | 8,866 | $382.0K | 0.00% | +8,866 | New |
| Arizona State Retirement System | 8,198 | $352.9K | 0.00% | +218+2.7% | Added |
| Jane Street Group, LLC | 7,955 | $342.5K | 0.00% | −3,897−32.9% | Reduced |
| Susquehanna International Group, LLP | 7,747 | $333.5K | 0.00% | −3,569−31.5% | Reduced |
| Aviva PLC | 7,463 | $321.3K | 0.00% | −40,226−84.4% | Reduced |
| Price T Rowe Associates Inc | 7,157 | $308.0K | 0.00% | +505+7.6% | Added |
| Mesirow Financial Investment Management, Inc. | 7,050 | $303.5K | 1.27% | 00.0% | Unchanged |
| Everence Capital Management Inc | 6,750 | $291.0K | 0.03% | 00.0% | Unchanged |
| Susquehanna Fundamental Investments, LLC | 6,564 | $282.6K | 0.00% | −34,366−84.0% | Reduced |
| Mutual of America Capital Management LLC | 6,034 | $259.8K | 0.00% | +253+4.4% | Added |
| AQR Capital Management LLC | 6,033 | $259.7K | 0.00% | −4,774−44.2% | Reduced |
| Envestnet Asset Management Inc | 5,546 | $238.8K | 0.00% | +5,546 | New |
| Squarepoint Ops LLC | 5,515 | $237.4K | 0.00% | −31,848−85.2% | Reduced |
| Steward Partners Investment Advisory, LLC | 5,402 | $232.6K | 0.00% | 00.0% | Unchanged |
| Raymond James Financial Services Advisors, Inc. | 4,753 | $204.7K | 0.00% | +4,753 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 4,395 | $189.2K | 0.00% | +1,140+35.0% | Added |
| Wells Fargo & Company | 3,853 | $165.9K | 0.00% | −4,924−56.1% | Reduced |
| Group One Trading, L.P. | 3,605 | $155.2K | 0.01% | +3,605 | New |
| City State Bank | 3,216 | $138.0K | 0.08% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 2,961 | $127.5K | 0.00% | −5−0.2% | Reduced |
| Shell Asset Management Co | 2,641 | $114.0K | 0.00% | −219−7.7% | Reduced |
| KBC Group NV | 2,517 | $108.0K | 0.00% | 00.0% | Unchanged |
| Counterpoint Mutual Funds LLC | 2,452 | $105.6K | 0.11% | +2,452 | New |
| Ameritas Investment Partners, Inc. | 2,280 | $104.8K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 2,105 | $90.6K | 0.00% | 00.0% | Unchanged |
| Globeflex Capital L P | 2,100 | $90.4K | 0.01% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 2,055 | $88.5K | 0.00% | −45−2.1% | Reduced |
| Nisa Investment Advisors, LLC | 2,044 | $88.0K | 0.00% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 1,916 | $82.5K | 0.00% | 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 |
| Harvest Fund Management Co., Ltd | 1,895 | $72.0K | 0.02% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 1,637 | $70.1K | 0.00% | −1,034−38.7% | Reduced |
| Simplex Trading, LLC | 1,578 | $67.0K | 0.00% | +1,578 | New |
| Proequities, Inc. | 1,440 | $62.1K | 0.01% | −20−1.4% | Reduced |
| IFP Advisors, Inc | 480 | $54.0K | 0.00% | −6−1.2% | Reduced |
| First Community Trust NA | 900 | $39.0K | 0.05% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 736 | $31.7K | 0.01% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 450 | $19.4K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 314 | $14.0K | 0.00% | +9+3.0% | Added |
| Ancora Advisors, LLC | 220 | $9.00K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 188 | $6.20K | 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 |
| Parkside Financial Bank & Trust | 108 | $4.65K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 97 | $4.18K | 0.00% | +97 | New |
| Tower Research Capital LLC (TRC) | 89 | $4.00K | 0.00% | −4,992−98.2% | Reduced |
| Federated Hermes, Inc. | 84 | $3.62K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 68 | $2.93K | 0.00% | +68 | New |
| RFP Financial Group LLC | 54 | $2.33K | 0.00% | +54 | New |
| Quadrant Capital Group LLC | 50 | $2.15K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 35 | $2.00K | 0.00% | +35 | New |
| Ronald Blue Trust, Inc. | 47 | $2.00K | 0.00% | +47 | New |
| Johnson Financial Group, Inc. | 33 | $1.42K | 0.00% | +33 | New |
| Bell Investment Advisors, Inc | 25 | $1.08K | 0.00% | +25 | New |
| Advisory Services Network, LLC | 21 | $904 | 0.00% | +21 | New |
| Huntington National Bank | 1 | $43 | 0.00% | 00.0% | Unchanged |
| First PREMIER Bank | 10 | $0 | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 9 | $0 | 0.00% | +2+28.6% | Added |
| Pure Financial Advisors, Inc. | 0 | $0 | 0.00% | 0 | Sold out |
| UBS Asset Management Americas Inc | 0 | $0 | 0.00% | −431,137−100.0% | Sold out |
| Bank of Montreal | 0 | $0 | 0.00% | −92,897−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −39,388−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −38,503−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −37,717−100.0% | Sold out |
| Cranbrook Wealth Management, LLC | 0 | $0 | 0.00% | −28,722−100.0% | Sold out |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −25,949−100.0% | Sold out |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −21,900−100.0% | Sold out |
| Guggenheim Capital LLC | 0 | $0 | 0.00% | −21,725−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −19,500−100.0% | Sold out |
| Parallax Volatility Advisers, L.P. | 0 | $0 | 0.00% | −18,493−100.0% | Sold out |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −14,100−100.0% | Sold out |
| Cornercap Investment Counsel Inc | 0 | $0 | 0.00% | −12,948−100.0% | Sold out |
| Winton Group Ltd | 0 | $0 | 0.00% | −11,172−100.0% | Sold out |
| NinePointTwo Capital | 0 | $0 | 0.00% | −10,190−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −10,121−100.0% | Sold out |
| Clarkston Capital Partners, LLC | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |