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, Q2 2023
Institutional positions in Pathward Financial, Inc. as of Jun 30, 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
- 195
- +1 vs. Q1 2023
- Shares held
- 22.7M
- −1.15M (−4.8%) vs. Q1 2023
- Total value
- $1.07B
- +$69.4M (+6.9%) vs. Q1 2023
- New holders
- 21
- 45 more added
- Sold out
- 20
- 96 more reduced
Compare with Q1 2023: 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, Q2 2023
Shares, value and share of portfolio for each institution holding Pathward Financial, Inc.; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| First PREMIER Bank | 10 | $0 | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 1 | $46 | 0.00% | −600−99.8% | Reduced |
| Allianz Asset Management GmbH | 6,400 | $297 | 0.00% | +6,400 | New |
| Parallel Advisors, LLC | 8 | $371 | 0.00% | +8 | New |
| Bell Investment Advisors, Inc | 18 | $835 | 0.00% | +3+20.0% | Added |
| Bessemer Group Inc | 26 | $1.00K | 0.00% | +26 | New |
| Quadrant Capital Group LLC | 32 | $1.48K | 0.00% | −18−36.0% | Reduced |
| Massmutual Trust Co FSB | 35 | $1.62K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 47 | $2.00K | 0.00% | 00.0% | Unchanged |
| RFP Financial Group LLC | 54 | $2.50K | 0.00% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 84 | $3.89K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 108 | $5.01K | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 133 | $6.19K | 0.00% | +133 | New |
| Johnson Financial Group, Inc. | 155 | $7.19K | 0.00% | 00.0% | Unchanged |
| Guardian Wealth Management, Inc. | 208 | $9.64K | 0.01% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 220 | $10.2K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 314 | $15.0K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 432 | $20.0K | 0.00% | −812−65.3% | Reduced |
| Institutional & Family Asset Management, LLC | 450 | $20.9K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 571 | $26.5K | 0.00% | −1,278−69.1% | Reduced |
| Harvest Fund Management Co., Ltd | 626 | $29.0K | 0.01% | 00.0% | Unchanged |
| Quarry LP | 762 | $35.3K | 0.02% | +762 | New |
| Covestor Ltd | 797 | $37.0K | 0.03% | +256+47.3% | Added |
| First Community Trust NA | 900 | $41.7K | 0.05% | 00.0% | Unchanged |
| Point72 Asset Management, L.P. | 1,022 | $47.4K | 0.00% | +1,022 | New |
| Globeflex Capital L P | 1,367 | $63.4K | 0.01% | −733−34.9% | Reduced |
| Proequities, Inc. | 1,440 | $66.8K | 0.01% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 1,473 | $68.3K | 0.00% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 1,523 | $70.0K | 0.00% | +1,523 | New |
| Point72 Middle East FZE | 1,964 | $91.1K | 0.01% | +1,964 | New |
| Nisa Investment Advisors, LLC | 2,040 | $94.6K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 2,105 | $97.6K | 0.00% | 00.0% | Unchanged |
| KBC Group NV | 2,194 | $102.0K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 2,240 | $103.8K | 0.00% | −755−25.2% | Reduced |
| Ameritas Investment Partners, Inc. | 2,280 | $105.7K | 0.00% | 00.0% | Unchanged |
| Shell Asset Management Co | 2,618 | $121.0K | 0.00% | −14−0.5% | Reduced |
| Emerald Mutual Fund Advisers Trust | 2,627 | $121.8K | 0.01% | −6,842−72.3% | Reduced |
| Counterpoint Mutual Funds LLC | 2,629 | $121.9K | 0.11% | +106+4.2% | Added |
| City State Bank | 3,216 | $149.0K | 0.08% | 00.0% | Unchanged |
| Aquatic Capital Management LLC | 3,300 | $153.0K | 0.01% | +3,300 | New |
| Amundi | 3,504 | $168.0K | 0.00% | −264−7.0% | Reduced |
| Walleye Trading LLC | 3,722 | $172.6K | 0.01% | −17,674−82.6% | Reduced |
| GPS Wealth Strategies Group, LLC | 3,882 | $180.0K | 0.03% | 00.0% | Unchanged |
| South Dakota Investment Council | 4,200 | $195.0K | 0.00% | −14,288−77.3% | Reduced |
| Handelsbanken Fonder AB | 4,500 | $209.0K | 0.00% | +4,500 | New |
| HighTower Advisors, LLC | 4,591 | $212.0K | 0.00% | +4,591 | New |
| ExodusPoint Capital Management, LP | 4,614 | $214.0K | 0.00% | +4,614 | New |
| Quantbot Technologies LP | 4,844 | $224.6K | 0.01% | +3,165+188.5% | Added |
| Mutual of America Capital Management LLC | 5,257 | $243.7K | 0.00% | −419−7.4% | Reduced |
| Envestnet Asset Management Inc | 5,388 | $249.8K | 0.00% | −706−11.6% | Reduced |
| Steward Partners Investment Advisory, LLC | 5,402 | $250.4K | 0.00% | 00.0% | Unchanged |
| Centiva Capital, LP | 5,412 | $250.9K | 0.01% | −6,658−55.2% | Reduced |
| Allspring Global Investments Holdings, LLC | 5,442 | $252.3K | 0.00% | +2,908+114.8% | Added |
| TD Asset Management Inc | 6,000 | $278.2K | 0.00% | −13,900−69.8% | Reduced |
| Citadel Advisors LLC | 6,292 | $291.7K | 0.00% | −54,055−89.6% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 6,367 | $295.2K | 0.00% | +903+16.5% | Added |
| Everence Capital Management Inc | 6,750 | $297.0K | 0.02% | 00.0% | Unchanged |
| Mesirow Financial Investment Management, Inc. | 6,708 | $311.0K | 1.32% | −342−4.9% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 6,966 | $322.9K | 0.03% | −1,122−13.9% | Reduced |
| Ergoteles LLC | 7,214 | $334.4K | 0.02% | −38,286−84.1% | Reduced |
| Engineers Gate Manager LP | 7,530 | $349.1K | 0.01% | −6,306−45.6% | Reduced |
| Victory Capital Management Inc | 7,619 | $353.2K | 0.00% | −1,408−15.6% | Reduced |
| Arizona State Retirement System | 7,741 | $358.9K | 0.00% | −507−6.1% | Reduced |
| Price T Rowe Associates Inc | 7,729 | $359.0K | 0.00% | +457+6.3% | Added |
| State Board of Administration of Florida Retirement System | 7,803 | $361.7K | 0.00% | −3,160−28.8% | Reduced |
| SageView Advisory Group, LLC | 7,952 | $368.7K | 0.02% | +5+0.1% | Added |
| Janney Montgomery Scott LLC | 8,102 | $376.0K | 0.00% | +1,896+30.6% | Added |
| Oregon Public Employees Retirement Fund | 8,361 | $387.6K | 0.00% | −500−5.6% | Reduced |
| PDT Partners, LLC | 8,796 | $407.8K | 0.06% | −12,065−57.8% | Reduced |
| Stifel Financial Corp | 9,065 | $420.3K | 0.00% | −2,013−18.2% | Reduced |
| Teachers Retirement System of the State of Kentucky | 9,407 | $436.0K | 0.00% | +510+5.7% | Added |
| Clear Harbor Asset Management, LLC | 9,489 | $439.9K | 0.04% | −253−2.6% | Reduced |
| New York Life Investment Management LLC | 9,933 | $460.5K | 0.00% | −1,592−13.8% | Reduced |
| Sigma Planning Corp | 9,973 | $462.4K | 0.02% | −3,043−23.4% | Reduced |
| Royal Bank of Canada | 10,245 | $475.0K | 0.00% | +1,759+20.7% | Added |
| Maryland State Retirement & Pension System | 10,485 | $486.1K | 0.01% | −614−5.5% | Reduced |
| Venture Visionary Partners LLC | 10,700 | $496.1K | 0.03% | 00.0% | Unchanged |
| Cambria Investment Management, L.P. | 11,107 | $514.9K | 0.04% | −2,552−18.7% | Reduced |
| Manufacturers Life Insurance Company, The | 11,205 | $519.5K | 0.00% | −526−4.5% | Reduced |
| Amalgamated Bank | 11,355 | $526.0K | 0.00% | −593−5.0% | Reduced |
| Voya Investment Management LLC | 11,346 | $526.0K | 0.00% | +232+2.1% | Added |
| Arrowstreet Capital, Limited Partnership | 12,292 | $570.0K | 0.00% | +12,292 | New |
| Mirae Asset Global Investments Co., Ltd. | 12,570 | $582.7K | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 12,962 | $600.9K | 0.00% | +3,242+33.4% | Added |
| Teacher Retirement System of Texas | 13,223 | $613.0K | 0.00% | +646+5.1% | Added |
| Franklin Resources Inc | 13,242 | $613.9K | 0.00% | +13,242 | New |
| Csenge Advisory Group | 13,804 | $639.9K | 0.04% | −3,976−22.4% | Reduced |
| Raymond James & Associates | 13,948 | $646.6K | 0.00% | +956+7.4% | Added |
| United Capital Financial Advisers, LLC | 14,000 | $649.0K | 0.00% | −2,000−12.5% | Reduced |
| Louisiana State Employees Retirement System | 14,100 | $653.7K | 0.01% | +1,300+10.2% | Added |
| MetLife Investment Management | 14,201 | $658.4K | 0.00% | 00.0% | Unchanged |
| Yousif Capital Management, LLC | 14,292 | $662.6K | 0.01% | −1,292−8.3% | Reduced |
| American International Group, Inc. | 14,719 | $682.4K | 0.00% | −168−1.1% | Reduced |
| Ensign Peak Advisors, Inc | 15,460 | $716.7K | 0.00% | 00.0% | Unchanged |
| Deutsche Bank AG | 15,626 | $724.4K | 0.00% | −117,297−88.2% | Reduced |
| Nomura Holdings Inc | 15,810 | $733.0K | 0.01% | −26,490−62.6% | Reduced |
| Mercer Global Advisors Inc | 16,576 | $768.0K | 0.00% | +20.0% | Added |
| SummerHaven Investment Management, LLC | 16,633 | $771.1K | 0.49% | −2,931−15.0% | Reduced |
| AXA S.A. | 17,000 | $788.1K | 0.00% | −5,600−24.8% | Reduced |
| UBS Group AG | 17,416 | $807.4K | 0.00% | −4,920−22.0% | Reduced |