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, Q3 2023
Institutional positions in Pathward Financial, Inc. as of Sep 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
- 209
- +15 vs. Q2 2023
- Shares held
- 23.3M
- +697.8K (+3.1%) vs. Q2 2023
- Total value
- $1.11B
- +$40.9M (+3.8%) vs. Q2 2023
- New holders
- 29
- 61 more added
- Sold out
- 14
- 87 more reduced
1 institution that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2023
Shares, value and share of portfolio for each institution holding Pathward Financial, Inc.; share changes are against Q2 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% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 8 | $369 | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 23 | $1.06K | 0.00% | −9−28.1% | Reduced |
| Massmutual Trust Co FSB | 35 | $1.61K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 47 | $2.00K | 0.00% | 00.0% | Unchanged |
| RFP Financial Group LLC | 54 | $2.49K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 60 | $2.77K | 0.00% | +42+233.3% | Added |
| Johnson Financial Group, Inc. | 75 | $3.46K | 0.00% | −80−51.6% | Reduced |
| Federated Hermes, Inc. | 88 | $4.06K | 0.00% | +4+4.8% | Added |
| Parkside Financial Bank & Trust | 108 | $4.98K | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 133 | $5.73K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 220 | $10.1K | 0.00% | 00.0% | Unchanged |
| Guardian Wealth Management, Inc. | 228 | $10.5K | 0.01% | +20+9.6% | Added |
| CWM, LLC | 314 | $14.0K | 0.00% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 308 | $14.2K | 0.02% | +308 | New |
| Institutional & Family Asset Management, LLC | 450 | $20.7K | 0.00% | 00.0% | Unchanged |
| Carmel Capital Partners, LLC | 775 | $35.7K | 0.02% | +775 | New |
| Covestor Ltd | 779 | $36.0K | 0.03% | −18−2.3% | Reduced |
| Globeflex Capital L P | 864 | $39.8K | 0.00% | −503−36.8% | Reduced |
| First Community Trust NA | 900 | $41.5K | 0.05% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 942 | $43.4K | 0.00% | +371+65.0% | Added |
| KBC Group NV | 972 | $45.0K | 0.00% | −1,222−55.7% | Reduced |
| Proequities, Inc. | 1,440 | $66.4K | 0.01% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 1,612 | $74.3K | 0.00% | +139+9.4% | Added |
| Harvest Fund Management Co., Ltd | 1,696 | $78.0K | 0.01% | +1,070+170.9% | Added |
| Counterpoint Mutual Funds LLC | 1,839 | $84.8K | 0.07% | −790−30.0% | Reduced |
| Advisor Group Holdings, Inc. | 1,861 | $85.8K | 0.00% | +1,429+330.8% | Added |
| Vestcor Inc | 1,954 | $90.0K | 0.00% | +1,954 | New |
| Nisa Investment Advisors, LLC | 2,035 | $93.8K | 0.00% | −5−0.2% | Reduced |
| Brown Brothers Harriman & Co | 2,105 | $97.0K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 2,228 | $102.7K | 0.00% | −12−0.5% | Reduced |
| Shell Asset Management Co | 2,578 | $119.0K | 0.00% | −40−1.5% | Reduced |
| Ameritas Investment Partners, Inc. | 2,730 | $125.8K | 0.01% | +450+19.7% | Added |
| South Dakota Investment Council | 2,902 | $134.0K | 0.00% | −1,298−30.9% | Reduced |
| City State Bank | 3,216 | $148.0K | 0.08% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 3,316 | $152.0K | 0.00% | +1,793+117.7% | Added |
| DekaBank Deutsche Girozentrale | 3,316 | $152.0K | 0.00% | +3,316 | New |
| Amundi | 3,335 | $157.6K | 0.00% | −169−4.8% | Reduced |
| GPS Wealth Strategies Group, LLC | 4,096 | $188.8K | 0.04% | +214+5.5% | Added |
| PDT Partners, LLC | 4,383 | $202.0K | 0.03% | −4,413−50.2% | Reduced |
| Steward Partners Investment Advisory, LLC | 4,402 | $202.9K | 0.00% | −1,000−18.5% | Reduced |
| Handelsbanken Fonder AB | 4,500 | $207.0K | 0.00% | 00.0% | Unchanged |
| Mutual of America Capital Management LLC | 4,596 | $211.8K | 0.00% | −661−12.6% | Reduced |
| HighTower Advisors, LLC | 4,644 | $213.0K | 0.00% | +53+1.2% | Added |
| Brinker Capital Investments, LLC | 4,662 | $214.9K | 0.00% | +4,662 | New |
| Orion Portfolio Solutions, LLC | 4,662 | $214.9K | 0.00% | +4,662 | New |
| Nomura Holdings Inc | 4,716 | $217.4K | 0.00% | −11,094−70.2% | Reduced |
| Centiva Capital, LP | 4,765 | $219.6K | 0.01% | −647−12.0% | Reduced |
| Versor Investments LP | 4,770 | $219.8K | 0.04% | +4,770 | New |
| Campbell & CO Investment Adviser LLC | 5,951 | $274.3K | 0.03% | +5,951 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 6,367 | $293.5K | 0.00% | 00.0% | Unchanged |
| Marshall Wace, LLP | 6,400 | $295.0K | 0.00% | +6,400 | New |
| Verition Fund Management LLC | 6,436 | $296.6K | 0.00% | +6,436 | New |
| Walleye Capital LLC | 6,475 | $298.4K | 0.00% | +6,475 | New |
| Allspring Global Investments Holdings, LLC | 6,501 | $299.6K | 0.00% | +1,059+19.5% | Added |
| Mesirow Financial Investment Management, Inc. | 6,708 | $309.2K | 1.35% | 00.0% | Unchanged |
| Everence Capital Management Inc | 6,750 | $311.0K | 0.02% | 00.0% | Unchanged |
| Diversified Trust Co | 6,866 | $316.5K | 0.01% | +6,866 | New |
| Alps Advisors Inc | 6,890 | $317.6K | 0.00% | +6,890 | New |
| Wells Fargo & Company | 6,974 | $321.4K | 0.00% | −5,988−46.2% | Reduced |
| State Board of Administration of Florida Retirement System | 7,653 | $352.7K | 0.00% | −150−1.9% | Reduced |
| Arizona State Retirement System | 7,663 | $353.2K | 0.00% | −78−1.0% | Reduced |
| Oregon Public Employees Retirement Fund | 7,761 | $357.7K | 0.00% | −600−7.2% | Reduced |
| SageView Advisory Group, LLC | 7,956 | $366.7K | 0.02% | +4+0.1% | Added |
| Price T Rowe Associates Inc | 8,131 | $375.0K | 0.00% | +402+5.2% | Added |
| Victory Capital Management Inc | 8,263 | $380.8K | 0.00% | +644+8.5% | Added |
| Venture Visionary Partners LLC | 8,300 | $382.5K | 0.02% | −2,400−22.4% | Reduced |
| West Tower Group, LLC | 8,405 | $387.4K | 0.20% | +8,405 | New |
| New York Life Investment Management LLC | 8,581 | $395.5K | 0.00% | −1,352−13.6% | Reduced |
| State of Tennessee, Treasury Department | 9,332 | $430.1K | 0.00% | −9,065−49.3% | Reduced |
| Envestnet Asset Management Inc | 9,360 | $431.4K | 0.00% | +3,972+73.7% | Added |
| Janney Montgomery Scott LLC | 9,380 | $432.0K | 0.00% | +1,278+15.8% | Added |
| Teachers Retirement System of the State of Kentucky | 9,407 | $434.0K | 0.00% | 00.0% | Unchanged |
| Cambria Investment Management, L.P. | 9,483 | $437.1K | 0.04% | −1,624−14.6% | Reduced |
| Maryland State Retirement & Pension System | 9,660 | $445.2K | 0.01% | −825−7.9% | Reduced |
| Sigma Planning Corp | 9,975 | $459.8K | 0.02% | +20.0% | Added |
| Royal Bank of Canada | 10,394 | $479.0K | 0.00% | +149+1.5% | Added |
| Y-Intercept (Hong Kong) Ltd | 10,475 | $482.8K | 0.05% | +3,509+50.4% | Added |
| Glenmede Trust Co NA | 10,517 | $484.7K | 0.00% | +10,517 | New |
| Amalgamated Bank | 10,806 | $498.0K | 0.00% | −549−4.8% | Reduced |
| Voya Investment Management LLC | 11,036 | $508.6K | 0.00% | −310−2.7% | Reduced |
| Clear Harbor Asset Management, LLC | 11,344 | $522.8K | 0.05% | +1,855+19.5% | Added |
| UBS Group AG | 11,995 | $552.9K | 0.00% | −5,421−31.1% | Reduced |
| United Capital Financial Advisers, LLC | 12,000 | $553.1K | 0.00% | −2,000−14.3% | Reduced |
| TD Asset Management Inc | 12,300 | $566.9K | 0.00% | +6,300+105.0% | Added |
| Raymond James & Associates | 12,351 | $569.3K | 0.00% | −1,597−11.4% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 12,570 | $579.4K | 0.00% | 00.0% | Unchanged |
| Comerica Bank | 12,687 | $584.7K | 0.00% | +12,687 | New |
| US Bancorp | 12,861 | $592.8K | 0.00% | +12,861 | New |
| Yousif Capital Management, LLC | 13,057 | $601.8K | 0.01% | −1,235−8.6% | Reduced |
| SEI Investments Co | 13,220 | $609.3K | 0.00% | +13,220 | New |
| Franklin Resources Inc | 13,242 | $610.3K | 0.00% | 00.0% | Unchanged |
| Algert Global LLC | 13,254 | $610.9K | 0.03% | −11,430−46.3% | Reduced |
| Louisiana State Employees Retirement System | 13,300 | $613.0K | 0.01% | −800−5.7% | Reduced |
| Trexquant Investment LP | 13,565 | $625.2K | 0.02% | +13,565 | New |
| Manufacturers Life Insurance Company, The | 13,616 | $627.6K | 0.00% | +2,411+21.5% | Added |
| Csenge Advisory Group | 13,818 | $636.9K | 0.04% | +14+0.1% | Added |
| SummerHaven Investment Management, LLC | 14,051 | $647.6K | 0.48% | −2,582−15.5% | Reduced |
| MetLife Investment Management | 14,201 | $654.5K | 0.01% | 00.0% | Unchanged |