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.
Q1 2023 vs. Q4 2022
How the institutions holding Pathward Financial, Inc. changed between Q4 2022 and Q1 2023.
All holders in Q1 2023All holders in Q4 2022
| Measure | Q4 2022 | Of which not filed for Q1 2023 | Q1 2023 | Change |
|---|---|---|---|---|
| Holders | 182 | 1 | 194 | +13 |
| Shares | 26.1M | 17.1K | 23.8M | −2.23M (−8.5%) |
| Value | $1.05B | $793.0K | $1.00B | −$47.4M (−4.5%) |
1 institution that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so the changes leave them out.
New holders (34)
Institutions that held Pathward Financial, Inc. at the end of Q1 2023 but not at the end of Q4 2022.
Sold out (21)
Institutions that held Pathward Financial, Inc. at the end of Q4 2022 and filed for Q1 2023 without it.
| Institution | Shares, Q4 2022 | Value, Q4 2022 |
|---|---|---|
| Hillsdale Investment Management Inc. | 85,603 | $3.69M |
| Vectors Research Management, LLC | 2,409,969 | $2.41M |
| State of New Jersey Common Pension Fund D | 52,250 | $2.25M |
| Allianz Asset Management GmbH | 26,000 | $1.12M |
| Exchange Traded Concepts, LLC | 22,063 | $949.8K |
| STRS Ohio | 16,300 | $701.0K |
| SEI Investments Co | 12,352 | $531.8K |
| Teamwork Financial Advisors, LLC | 10,282 | $442.6K |
| HighTower Advisors, LLC | 8,866 | $382.0K |
| Aviva PLC | 7,463 | $321.3K |
| AQR Capital Management LLC | 6,033 | $259.7K |
| Raymond James Financial Services Advisors, Inc. | 4,753 | $204.7K |
| Group One Trading, L.P. | 3,605 | $155.2K |
| Lazard Asset Management LLC | 1,908 | $82.0K |
| Rockefeller Capital Management L.P. | 1,926 | $82.0K |
| IFP Advisors, Inc | 480 | $54.0K |
| Sutton Wealth Advisors Inc. | 736 | $31.7K |
| Key Financial Inc | 188 | $6.20K |
| Coppell Advisory Solutions LLC | 133 | $5.73K |
| Coppell Advisory Solutions Corp. | 133 | $5.73K |
| GWM Advisors LLC | 68 | $2.93K |
Not filed for Q1 2023 yet (1)
Institutions that held Pathward Financial, Inc. at the end of Q4 2022 and haven't filed a 13F for Q1 2023. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q4 2022 | Value, Q4 2022 |
|---|---|---|
| Comerica Bank | 17,072 | $793.0K |