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, Q1 2023
Institutional positions in Pathward Financial, Inc. as of Mar 31, 2023. 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
- 194
- +13 vs. Q4 2022
- Shares held
- 23.8M
- −2.23M (−8.5%) vs. Q4 2022
- Total value
- $1.00B
- −$47.4M (−4.5%) vs. Q4 2022
- New holders
- 34
- 59 more added
- Sold out
- 21
- 67 more reduced
1 institution that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2023
Shares, value and share of portfolio for each institution holding Pathward Financial, Inc.; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| First PREMIER Bank | 10 | $0 | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 6 | $249 | 0.00% | +6 | New |
| Bell Investment Advisors, Inc | 15 | $623 | 0.00% | −10−40.0% | Reduced |
| Advisory Services Network, LLC | 21 | $871 | 0.00% | 00.0% | Unchanged |
| Toronto Dominion Bank | 13 | $1.00K | 0.00% | +13 | New |
| Massmutual Trust Co FSB | 35 | $1.45K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 47 | $2.00K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 50 | $2.08K | 0.00% | 00.0% | Unchanged |
| RFP Financial Group LLC | 54 | $2.24K | 0.00% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 84 | $3.48K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 97 | $4.03K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 108 | $4.48K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 155 | $6.43K | 0.00% | +122+369.7% | Added |
| Guardian Wealth Management, Inc. | 208 | $8.63K | 0.01% | +208 | New |
| WealthPLAN Partners, LLC | 215 | $8.92K | 0.00% | +215 | New |
| Ancora Advisors, LLC | 220 | $9.13K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 314 | $13.0K | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 450 | $18.7K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 541 | $23.0K | 0.02% | +532+5,911.1% | Added |
| Huntington National Bank | 601 | $24.9K | 0.00% | +600+60,000.0% | Added |
| Harvest Fund Management Co., Ltd | 626 | $26.0K | 0.01% | −1,269−67.0% | Reduced |
| First Community Trust NA | 900 | $37.3K | 0.04% | 00.0% | Unchanged |
| Capital Analysts, LLC | 1,125 | $47.0K | 0.00% | +1,125 | New |
| Advisor Group Holdings, Inc. | 1,244 | $51.6K | 0.00% | −393−24.0% | Reduced |
| Simplex Trading, LLC | 1,409 | $58.0K | 0.00% | −169−10.7% | Reduced |
| Proequities, Inc. | 1,440 | $59.8K | 0.00% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 1,473 | $61.1K | 0.00% | −443−23.1% | Reduced |
| Quantbot Technologies LP | 1,679 | $69.7K | 0.00% | +1,679 | New |
| Tower Research Capital LLC (TRC) | 1,849 | $77.0K | 0.00% | +1,760+1,977.5% | Added |
| Nisa Investment Advisors, LLC | 2,040 | $85.0K | 0.00% | −4−0.2% | Reduced |
| Globeflex Capital L P | 2,100 | $87.1K | 0.01% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 2,105 | $87.3K | 0.00% | 00.0% | Unchanged |
| KBC Group NV | 2,194 | $91.0K | 0.00% | −323−12.8% | Reduced |
| Ameritas Investment Partners, Inc. | 2,280 | $94.6K | 0.00% | 00.0% | Unchanged |
| Walleye Capital LLC | 2,491 | $103.4K | 0.00% | +2,491 | New |
| Counterpoint Mutual Funds LLC | 2,523 | $104.7K | 0.09% | +71+2.9% | Added |
| Allspring Global Investments Holdings, LLC | 2,534 | $105.1K | 0.00% | +479+23.3% | Added |
| Shell Asset Management Co | 2,632 | $109.0K | 0.00% | −9−0.3% | Reduced |
| The PNC Financial Services Group, Inc. | 2,995 | $124.3K | 0.00% | +34+1.1% | Added |
| City State Bank | 3,216 | $133.0K | 0.08% | 00.0% | Unchanged |
| Amundi | 3,768 | $155.2K | 0.00% | +3,768 | New |
| GPS Wealth Strategies Group, LLC | 3,882 | $161.1K | 0.03% | +3,882 | New |
| Meeder Asset Management Inc | 4,436 | $184.1K | 0.01% | −8,050−64.5% | Reduced |
| Squarepoint Ops LLC | 5,361 | $222.4K | 0.00% | −154−2.8% | Reduced |
| Steward Partners Investment Advisory, LLC | 5,402 | $224.1K | 0.00% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 5,464 | $226.7K | 0.00% | +1,069+24.3% | Added |
| Mutual of America Capital Management LLC | 5,676 | $235.5K | 0.00% | −358−5.9% | Reduced |
| AE Wealth Management LLC | 5,684 | $235.8K | 0.00% | −5,538−49.3% | Reduced |
| Dark Forest Capital Management LP | 5,748 | $238.5K | 0.06% | +5,748 | New |
| Envestnet Asset Management Inc | 6,094 | $252.9K | 0.00% | +548+9.9% | Added |
| Janney Montgomery Scott LLC | 6,206 | $257.0K | 0.00% | +6,206 | New |
| Virtu Financial LLC | 6,343 | $263.0K | 0.03% | +6,343 | New |
| Susquehanna Fundamental Investments, LLC | 6,564 | $272.3K | 0.01% | 00.0% | Unchanged |
| Everence Capital Management Inc | 6,750 | $280.0K | 0.02% | 00.0% | Unchanged |
| Mesirow Financial Investment Management, Inc. | 7,050 | $292.5K | 1.21% | 00.0% | Unchanged |
| Price T Rowe Associates Inc | 7,272 | $302.0K | 0.00% | +115+1.6% | Added |
| Graham Capital Management, L.P. | 7,451 | $309.1K | 0.01% | +7,451 | New |
| SageView Advisory Group, LLC | 7,947 | $329.7K | 0.02% | +7,947 | New |
| Y-Intercept (Hong Kong) Ltd | 8,088 | $335.6K | 0.04% | +8,088 | New |
| Arizona State Retirement System | 8,248 | $342.2K | 0.00% | +50+0.6% | Added |
| Royal Bank of Canada | 8,486 | $352.0K | 0.00% | −3,000−26.1% | Reduced |
| Oregon Public Employees Retirement Fund | 8,861 | $367.6K | 0.00% | −720−7.5% | Reduced |
| Teachers Retirement System of the State of Kentucky | 8,897 | $369.0K | 0.00% | 00.0% | Unchanged |
| Victory Capital Management Inc | 9,027 | $374.5K | 0.00% | −8,656−49.0% | Reduced |
| Emerald Mutual Fund Advisers Trust | 9,469 | $392.9K | 0.02% | 00.0% | Unchanged |
| Wells Fargo & Company | 9,720 | $403.3K | 0.00% | +5,867+152.3% | Added |
| Clear Harbor Asset Management, LLC | 9,742 | $404.2K | 0.04% | −4,034−29.3% | Reduced |
| Venture Visionary Partners LLC | 10,700 | $443.9K | 0.03% | 00.0% | Unchanged |
| State Board of Administration of Florida Retirement System | 10,963 | $454.9K | 0.00% | 00.0% | Unchanged |
| Stifel Financial Corp | 11,078 | $459.6K | 0.00% | −247−2.2% | Reduced |
| Maryland State Retirement & Pension System | 11,099 | $460.5K | 0.01% | −751−6.3% | Reduced |
| Voya Investment Management LLC | 11,114 | $461.1K | 0.00% | −237−2.1% | Reduced |
| New York Life Investment Management LLC | 11,525 | $478.2K | 0.01% | +1,195+11.6% | Added |
| Manufacturers Life Insurance Company, The | 11,731 | $486.7K | 0.00% | +412+3.6% | Added |
| Amalgamated Bank | 11,948 | $496.0K | 0.00% | −1,446−10.8% | Reduced |
| Centiva Capital, LP | 12,070 | $500.8K | 0.03% | +12,070 | New |
| Mirae Asset Global Investments Co., Ltd. | 12,570 | $521.5K | 0.00% | 00.0% | Unchanged |
| Teacher Retirement System of Texas | 12,577 | $522.0K | 0.00% | −4,161−24.9% | Reduced |
| Balyasny Asset Management LLC | 12,764 | $529.6K | 0.00% | +12,764 | New |
| Louisiana State Employees Retirement System | 12,800 | $531.1K | 0.01% | −900−6.6% | Reduced |
| Raymond James & Associates | 12,992 | $539.0K | 0.00% | −2,996−18.7% | Reduced |
| Sigma Planning Corp | 13,016 | $540.0K | 0.02% | +60.0% | Added |
| Citigroup Inc | 13,518 | $560.9K | 0.00% | −5,461−28.8% | Reduced |
| Cambria Investment Management, L.P. | 13,659 | $566.7K | 0.05% | +13,659 | New |
| First Trust Advisors LP | 13,770 | $571.3K | 0.00% | −9,459−40.7% | Reduced |
| Engineers Gate Manager LP | 13,836 | $574.1K | 0.02% | +13,836 | New |
| MetLife Investment Management | 14,201 | $589.2K | 0.00% | −830−5.5% | Reduced |
| American International Group, Inc. | 14,887 | $617.7K | 0.00% | −720−4.6% | Reduced |
| Ensign Peak Advisors, Inc | 15,460 | $641.4K | 0.00% | 00.0% | Unchanged |
| Yousif Capital Management, LLC | 15,584 | $646.6K | 0.01% | −2,760−15.0% | Reduced |
| United Capital Financial Advisers, LLC | 16,000 | $663.8K | 0.00% | +16,000 | New |
| Mercer Global Advisors Inc | 16,574 | $688.0K | 0.00% | +2,802+20.3% | Added |
| SG Americas Securities, LLC | 17,038 | $707.0K | 0.01% | +17,038 | New |
| Csenge Advisory Group | 17,780 | $737.7K | 0.05% | −1,477−7.7% | Reduced |
| South Dakota Investment Council | 18,488 | $767.0K | 0.02% | 00.0% | Unchanged |
| State of Alaska, Department of Revenue | 18,869 | $782.0K | 0.01% | −1,177−5.9% | Reduced |
| SummerHaven Investment Management, LLC | 19,564 | $811.7K | 0.47% | +392+2.0% | Added |
| TD Asset Management Inc | 19,900 | $825.7K | 0.00% | +3,700+22.8% | Added |
| Janus Henderson Group PLC | 19,965 | $828.0K | 0.00% | +9,184+85.2% | Added |
| PDT Partners, LLC | 20,861 | $865.5K | 0.12% | +4,400+26.7% | Added |