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 |
|---|---|---|---|---|---|
| Ensign Peak Advisors, Inc | 15,460 | $641.4K | 0.00% | 00.0% | Unchanged |
| American International Group, Inc. | 14,887 | $617.7K | 0.00% | −720−4.6% | Reduced |
| MetLife Investment Management | 14,201 | $589.2K | 0.00% | −830−5.5% | Reduced |
| Engineers Gate Manager LP | 13,836 | $574.1K | 0.02% | +13,836 | New |
| First Trust Advisors LP | 13,770 | $571.3K | 0.00% | −9,459−40.7% | Reduced |
| Cambria Investment Management, L.P. | 13,659 | $566.7K | 0.05% | +13,659 | New |
| Citigroup Inc | 13,518 | $560.9K | 0.00% | −5,461−28.8% | Reduced |
| Sigma Planning Corp | 13,016 | $540.0K | 0.02% | +60.0% | Added |
| Raymond James & Associates | 12,992 | $539.0K | 0.00% | −2,996−18.7% | Reduced |
| Louisiana State Employees Retirement System | 12,800 | $531.1K | 0.01% | −900−6.6% | Reduced |
| Balyasny Asset Management LLC | 12,764 | $529.6K | 0.00% | +12,764 | New |
| Teacher Retirement System of Texas | 12,577 | $522.0K | 0.00% | −4,161−24.9% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 12,570 | $521.5K | 0.00% | 00.0% | Unchanged |
| Centiva Capital, LP | 12,070 | $500.8K | 0.03% | +12,070 | New |
| Amalgamated Bank | 11,948 | $496.0K | 0.00% | −1,446−10.8% | Reduced |
| Manufacturers Life Insurance Company, The | 11,731 | $486.7K | 0.00% | +412+3.6% | Added |
| New York Life Investment Management LLC | 11,525 | $478.2K | 0.01% | +1,195+11.6% | Added |
| Voya Investment Management LLC | 11,114 | $461.1K | 0.00% | −237−2.1% | Reduced |
| Maryland State Retirement & Pension System | 11,099 | $460.5K | 0.01% | −751−6.3% | Reduced |
| Stifel Financial Corp | 11,078 | $459.6K | 0.00% | −247−2.2% | Reduced |
| State Board of Administration of Florida Retirement System | 10,963 | $454.9K | 0.00% | 00.0% | Unchanged |
| Venture Visionary Partners LLC | 10,700 | $443.9K | 0.03% | 00.0% | Unchanged |
| Clear Harbor Asset Management, LLC | 9,742 | $404.2K | 0.04% | −4,034−29.3% | Reduced |
| Wells Fargo & Company | 9,720 | $403.3K | 0.00% | +5,867+152.3% | Added |
| Emerald Mutual Fund Advisers Trust | 9,469 | $392.9K | 0.02% | 00.0% | Unchanged |
| Victory Capital Management Inc | 9,027 | $374.5K | 0.00% | −8,656−49.0% | Reduced |
| Teachers Retirement System of the State of Kentucky | 8,897 | $369.0K | 0.00% | 00.0% | Unchanged |
| Oregon Public Employees Retirement Fund | 8,861 | $367.6K | 0.00% | −720−7.5% | Reduced |
| Royal Bank of Canada | 8,486 | $352.0K | 0.00% | −3,000−26.1% | Reduced |
| Arizona State Retirement System | 8,248 | $342.2K | 0.00% | +50+0.6% | Added |
| Y-Intercept (Hong Kong) Ltd | 8,088 | $335.6K | 0.04% | +8,088 | New |
| SageView Advisory Group, LLC | 7,947 | $329.7K | 0.02% | +7,947 | New |
| Graham Capital Management, L.P. | 7,451 | $309.1K | 0.01% | +7,451 | New |
| Price T Rowe Associates Inc | 7,272 | $302.0K | 0.00% | +115+1.6% | Added |
| Mesirow Financial Investment Management, Inc. | 7,050 | $292.5K | 1.21% | 00.0% | Unchanged |
| Everence Capital Management Inc | 6,750 | $280.0K | 0.02% | 00.0% | Unchanged |
| Susquehanna Fundamental Investments, LLC | 6,564 | $272.3K | 0.01% | 00.0% | Unchanged |
| Virtu Financial LLC | 6,343 | $263.0K | 0.03% | +6,343 | New |
| Janney Montgomery Scott LLC | 6,206 | $257.0K | 0.00% | +6,206 | New |
| Envestnet Asset Management Inc | 6,094 | $252.9K | 0.00% | +548+9.9% | Added |
| Dark Forest Capital Management LP | 5,748 | $238.5K | 0.06% | +5,748 | New |
| AE Wealth Management LLC | 5,684 | $235.8K | 0.00% | −5,538−49.3% | Reduced |
| Mutual of America Capital Management LLC | 5,676 | $235.5K | 0.00% | −358−5.9% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 5,464 | $226.7K | 0.00% | +1,069+24.3% | Added |
| Steward Partners Investment Advisory, LLC | 5,402 | $224.1K | 0.00% | 00.0% | Unchanged |
| Squarepoint Ops LLC | 5,361 | $222.4K | 0.00% | −154−2.8% | Reduced |
| Meeder Asset Management Inc | 4,436 | $184.1K | 0.01% | −8,050−64.5% | Reduced |
| GPS Wealth Strategies Group, LLC | 3,882 | $161.1K | 0.03% | +3,882 | New |
| Amundi | 3,768 | $155.2K | 0.00% | +3,768 | New |
| City State Bank | 3,216 | $133.0K | 0.08% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 2,995 | $124.3K | 0.00% | +34+1.1% | Added |
| Shell Asset Management Co | 2,632 | $109.0K | 0.00% | −9−0.3% | Reduced |
| Allspring Global Investments Holdings, LLC | 2,534 | $105.1K | 0.00% | +479+23.3% | Added |
| Counterpoint Mutual Funds LLC | 2,523 | $104.7K | 0.09% | +71+2.9% | Added |
| Walleye Capital LLC | 2,491 | $103.4K | 0.00% | +2,491 | New |
| Ameritas Investment Partners, Inc. | 2,280 | $94.6K | 0.00% | 00.0% | Unchanged |
| KBC Group NV | 2,194 | $91.0K | 0.00% | −323−12.8% | Reduced |
| Brown Brothers Harriman & Co | 2,105 | $87.3K | 0.00% | 00.0% | Unchanged |
| Globeflex Capital L P | 2,100 | $87.1K | 0.01% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 2,040 | $85.0K | 0.00% | −4−0.2% | Reduced |
| Tower Research Capital LLC (TRC) | 1,849 | $77.0K | 0.00% | +1,760+1,977.5% | Added |
| Quantbot Technologies LP | 1,679 | $69.7K | 0.00% | +1,679 | New |
| Metropolitan Life Insurance Co | 1,473 | $61.1K | 0.00% | −443−23.1% | Reduced |
| Proequities, Inc. | 1,440 | $59.8K | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 1,409 | $58.0K | 0.00% | −169−10.7% | Reduced |
| Advisor Group Holdings, Inc. | 1,244 | $51.6K | 0.00% | −393−24.0% | Reduced |
| Capital Analysts, LLC | 1,125 | $47.0K | 0.00% | +1,125 | New |
| First Community Trust NA | 900 | $37.3K | 0.04% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 626 | $26.0K | 0.01% | −1,269−67.0% | Reduced |
| Huntington National Bank | 601 | $24.9K | 0.00% | +600+60,000.0% | Added |
| Covestor Ltd | 541 | $23.0K | 0.02% | +532+5,911.1% | Added |
| Institutional & Family Asset Management, LLC | 450 | $18.7K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 314 | $13.0K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 220 | $9.13K | 0.00% | 00.0% | Unchanged |
| WealthPLAN Partners, LLC | 215 | $8.92K | 0.00% | +215 | New |
| Guardian Wealth Management, Inc. | 208 | $8.63K | 0.01% | +208 | New |
| Johnson Financial Group, Inc. | 155 | $6.43K | 0.00% | +122+369.7% | Added |
| Parkside Financial Bank & Trust | 108 | $4.48K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 97 | $4.03K | 0.00% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 84 | $3.48K | 0.00% | 00.0% | Unchanged |
| RFP Financial Group LLC | 54 | $2.24K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 50 | $2.08K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 47 | $2.00K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 35 | $1.45K | 0.00% | 00.0% | Unchanged |
| Toronto Dominion Bank | 13 | $1.00K | 0.00% | +13 | New |
| Advisory Services Network, LLC | 21 | $871 | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 15 | $623 | 0.00% | −10−40.0% | Reduced |
| Private Trust Co NA | 6 | $249 | 0.00% | +6 | New |
| First PREMIER Bank | 10 | $0 | 0.00% | 00.0% | Unchanged |
| Zacks Investment Management | 26 | – | – | +26 | New |
| Cerity Partners LLC | 372 | – | – | +372 | New |
| Cottage Street Advisors LLC | 2,786 | – | – | +2,786 | New |
| Synergy Financial Management, LLC | 36,575 | – | – | +36,575 | New |
| Vinva Investment Management Ltd | 71,938 | – | – | +71,938 | New |
| Hillsdale Investment Management Inc. | 0 | $0 | 0.00% | −85,603−100.0% | Sold out |
| Vectors Research Management, LLC | 0 | $0 | 0.00% | −2,409,969−100.0% | Sold out |
| State of New Jersey Common Pension Fund D | 0 | $0 | 0.00% | −52,250−100.0% | Sold out |
| Allianz Asset Management GmbH | 0 | $0 | 0.00% | −26,000−100.0% | Sold out |
| Exchange Traded Concepts, LLC | 0 | $0 | 0.00% | −22,063−100.0% | Sold out |
| STRS Ohio | 0 | $0 | 0.00% | −16,300−100.0% | Sold out |