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 |
|---|---|---|---|---|---|
| SEI Investments Co | 0 | $0 | 0.00% | −12,352−100.0% | Sold out |
| Teamwork Financial Advisors, LLC | 0 | $0 | 0.00% | −10,282−100.0% | Sold out |
| HighTower Advisors, LLC | 0 | $0 | 0.00% | −8,866−100.0% | Sold out |
| Aviva PLC | 0 | $0 | 0.00% | −7,463−100.0% | Sold out |
| AQR Capital Management LLC | 0 | $0 | 0.00% | −6,033−100.0% | Sold out |
| Raymond James Financial Services Advisors, Inc. | 0 | $0 | 0.00% | −4,753−100.0% | Sold out |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −3,605−100.0% | Sold out |
| Lazard Asset Management LLC | 0 | $0 | 0.00% | −1,908−100.0% | Sold out |
| Rockefeller Capital Management L.P. | 0 | $0 | 0.00% | −1,926−100.0% | Sold out |
| IFP Advisors, Inc | 0 | $0 | 0.00% | −480−100.0% | Sold out |
| Sutton Wealth Advisors Inc. | 0 | $0 | 0.00% | −736−100.0% | Sold out |
| Key Financial Inc | 0 | $0 | 0.00% | −188−100.0% | Sold out |
| Coppell Advisory Solutions LLC | 0 | $0 | 0.00% | −133−100.0% | Sold out |
| Coppell Advisory Solutions Corp. | 0 | $0 | 0.00% | −133−100.0% | Sold out |
| GWM Advisors LLC | 0 | $0 | 0.00% | −68−100.0% | Sold out |
| Comerica Bank | – | – | – | – | Not filed |