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 |
|---|---|---|---|---|---|
| Yousif Capital Management, LLC | 14,292 | $662.6K | 0.01% | −1,292−8.3% | Reduced |
| MetLife Investment Management | 14,201 | $658.4K | 0.00% | 00.0% | Unchanged |
| Louisiana State Employees Retirement System | 14,100 | $653.7K | 0.01% | +1,300+10.2% | Added |
| United Capital Financial Advisers, LLC | 14,000 | $649.0K | 0.00% | −2,000−12.5% | Reduced |
| Raymond James & Associates | 13,948 | $646.6K | 0.00% | +956+7.4% | Added |
| Csenge Advisory Group | 13,804 | $639.9K | 0.04% | −3,976−22.4% | Reduced |
| Franklin Resources Inc | 13,242 | $613.9K | 0.00% | +13,242 | New |
| Teacher Retirement System of Texas | 13,223 | $613.0K | 0.00% | +646+5.1% | Added |
| Wells Fargo & Company | 12,962 | $600.9K | 0.00% | +3,242+33.4% | Added |
| Mirae Asset Global Investments Co., Ltd. | 12,570 | $582.7K | 0.00% | 00.0% | Unchanged |
| Arrowstreet Capital, Limited Partnership | 12,292 | $570.0K | 0.00% | +12,292 | New |
| Voya Investment Management LLC | 11,346 | $526.0K | 0.00% | +232+2.1% | Added |
| Amalgamated Bank | 11,355 | $526.0K | 0.00% | −593−5.0% | Reduced |
| Manufacturers Life Insurance Company, The | 11,205 | $519.5K | 0.00% | −526−4.5% | Reduced |
| Cambria Investment Management, L.P. | 11,107 | $514.9K | 0.04% | −2,552−18.7% | Reduced |
| Venture Visionary Partners LLC | 10,700 | $496.1K | 0.03% | 00.0% | Unchanged |
| Maryland State Retirement & Pension System | 10,485 | $486.1K | 0.01% | −614−5.5% | Reduced |
| Royal Bank of Canada | 10,245 | $475.0K | 0.00% | +1,759+20.7% | Added |
| Sigma Planning Corp | 9,973 | $462.4K | 0.02% | −3,043−23.4% | Reduced |
| New York Life Investment Management LLC | 9,933 | $460.5K | 0.00% | −1,592−13.8% | Reduced |
| Clear Harbor Asset Management, LLC | 9,489 | $439.9K | 0.04% | −253−2.6% | Reduced |
| Teachers Retirement System of the State of Kentucky | 9,407 | $436.0K | 0.00% | +510+5.7% | Added |
| Stifel Financial Corp | 9,065 | $420.3K | 0.00% | −2,013−18.2% | Reduced |
| PDT Partners, LLC | 8,796 | $407.8K | 0.06% | −12,065−57.8% | Reduced |
| Oregon Public Employees Retirement Fund | 8,361 | $387.6K | 0.00% | −500−5.6% | Reduced |
| Janney Montgomery Scott LLC | 8,102 | $376.0K | 0.00% | +1,896+30.6% | Added |
| SageView Advisory Group, LLC | 7,952 | $368.7K | 0.02% | +5+0.1% | Added |
| State Board of Administration of Florida Retirement System | 7,803 | $361.7K | 0.00% | −3,160−28.8% | Reduced |
| Price T Rowe Associates Inc | 7,729 | $359.0K | 0.00% | +457+6.3% | Added |
| Arizona State Retirement System | 7,741 | $358.9K | 0.00% | −507−6.1% | Reduced |
| Victory Capital Management Inc | 7,619 | $353.2K | 0.00% | −1,408−15.6% | Reduced |
| Engineers Gate Manager LP | 7,530 | $349.1K | 0.01% | −6,306−45.6% | Reduced |
| Ergoteles LLC | 7,214 | $334.4K | 0.02% | −38,286−84.1% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 6,966 | $322.9K | 0.03% | −1,122−13.9% | Reduced |
| Mesirow Financial Investment Management, Inc. | 6,708 | $311.0K | 1.32% | −342−4.9% | Reduced |
| Everence Capital Management Inc | 6,750 | $297.0K | 0.02% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 6,367 | $295.2K | 0.00% | +903+16.5% | Added |
| Citadel Advisors LLC | 6,292 | $291.7K | 0.00% | −54,055−89.6% | Reduced |
| TD Asset Management Inc | 6,000 | $278.2K | 0.00% | −13,900−69.8% | Reduced |
| Allspring Global Investments Holdings, LLC | 5,442 | $252.3K | 0.00% | +2,908+114.8% | Added |
| Centiva Capital, LP | 5,412 | $250.9K | 0.01% | −6,658−55.2% | Reduced |
| Steward Partners Investment Advisory, LLC | 5,402 | $250.4K | 0.00% | 00.0% | Unchanged |
| Envestnet Asset Management Inc | 5,388 | $249.8K | 0.00% | −706−11.6% | Reduced |
| Mutual of America Capital Management LLC | 5,257 | $243.7K | 0.00% | −419−7.4% | Reduced |
| Quantbot Technologies LP | 4,844 | $224.6K | 0.01% | +3,165+188.5% | Added |
| ExodusPoint Capital Management, LP | 4,614 | $214.0K | 0.00% | +4,614 | New |
| HighTower Advisors, LLC | 4,591 | $212.0K | 0.00% | +4,591 | New |
| Handelsbanken Fonder AB | 4,500 | $209.0K | 0.00% | +4,500 | New |
| South Dakota Investment Council | 4,200 | $195.0K | 0.00% | −14,288−77.3% | Reduced |
| GPS Wealth Strategies Group, LLC | 3,882 | $180.0K | 0.03% | 00.0% | Unchanged |
| Walleye Trading LLC | 3,722 | $172.6K | 0.01% | −17,674−82.6% | Reduced |
| Amundi | 3,504 | $168.0K | 0.00% | −264−7.0% | Reduced |
| Aquatic Capital Management LLC | 3,300 | $153.0K | 0.01% | +3,300 | New |
| City State Bank | 3,216 | $149.0K | 0.08% | 00.0% | Unchanged |
| Counterpoint Mutual Funds LLC | 2,629 | $121.9K | 0.11% | +106+4.2% | Added |
| Emerald Mutual Fund Advisers Trust | 2,627 | $121.8K | 0.01% | −6,842−72.3% | Reduced |
| Shell Asset Management Co | 2,618 | $121.0K | 0.00% | −14−0.5% | Reduced |
| Ameritas Investment Partners, Inc. | 2,280 | $105.7K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 2,240 | $103.8K | 0.00% | −755−25.2% | Reduced |
| KBC Group NV | 2,194 | $102.0K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 2,105 | $97.6K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 2,040 | $94.6K | 0.00% | 00.0% | Unchanged |
| Point72 Middle East FZE | 1,964 | $91.1K | 0.01% | +1,964 | New |
| Lazard Asset Management LLC | 1,523 | $70.0K | 0.00% | +1,523 | New |
| Metropolitan Life Insurance Co | 1,473 | $68.3K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 1,440 | $66.8K | 0.01% | 00.0% | Unchanged |
| Globeflex Capital L P | 1,367 | $63.4K | 0.01% | −733−34.9% | Reduced |
| Point72 Asset Management, L.P. | 1,022 | $47.4K | 0.00% | +1,022 | New |
| First Community Trust NA | 900 | $41.7K | 0.05% | 00.0% | Unchanged |
| Covestor Ltd | 797 | $37.0K | 0.03% | +256+47.3% | Added |
| Quarry LP | 762 | $35.3K | 0.02% | +762 | New |
| Harvest Fund Management Co., Ltd | 626 | $29.0K | 0.01% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 571 | $26.5K | 0.00% | −1,278−69.1% | Reduced |
| Institutional & Family Asset Management, LLC | 450 | $20.9K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 432 | $20.0K | 0.00% | −812−65.3% | Reduced |
| CWM, LLC | 314 | $15.0K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 220 | $10.2K | 0.00% | 00.0% | Unchanged |
| Guardian Wealth Management, Inc. | 208 | $9.64K | 0.01% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 155 | $7.19K | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 133 | $6.19K | 0.00% | +133 | New |
| Parkside Financial Bank & Trust | 108 | $5.01K | 0.00% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 84 | $3.89K | 0.00% | 00.0% | Unchanged |
| RFP Financial Group LLC | 54 | $2.50K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 47 | $2.00K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 35 | $1.62K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 32 | $1.48K | 0.00% | −18−36.0% | Reduced |
| Bessemer Group Inc | 26 | $1.00K | 0.00% | +26 | New |
| Bell Investment Advisors, Inc | 18 | $835 | 0.00% | +3+20.0% | Added |
| Parallel Advisors, LLC | 8 | $371 | 0.00% | +8 | New |
| Allianz Asset Management GmbH | 6,400 | $297 | 0.00% | +6,400 | New |
| Huntington National Bank | 1 | $46 | 0.00% | −600−99.8% | Reduced |
| First PREMIER Bank | 10 | $0 | 0.00% | 00.0% | Unchanged |
| Cottage Street Advisors LLC | 1,914 | – | – | −872−31.3% | Reduced |
| Lodestone Wealth Management LLC | 3,460 | – | – | +3,460 | New |
| Vinva Investment Management Ltd | 69,866 | – | – | −2,072−2.9% | Reduced |
| Foundry Partners, LLC | 0 | $0 | 0.00% | −86,188−100.0% | Sold out |
| KMG Fiduciary Partners, LLC | 0 | $0 | 0.00% | −25,917−100.0% | Sold out |
| SG Americas Securities, LLC | 0 | $0 | 0.00% | −17,038−100.0% | Sold out |
| Graham Capital Management, L.P. | 0 | $0 | 0.00% | −7,451−100.0% | Sold out |
| Susquehanna Fundamental Investments, LLC | 0 | $0 | 0.00% | −6,564−100.0% | Sold out |