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 |
|---|---|---|---|---|---|
| State of Alaska, Department of Revenue | 16,329 | $752.0K | 0.01% | −1,379−7.8% | Reduced |
| AXA S.A. | 15,800 | $728.2K | 0.00% | −1,200−7.1% | Reduced |
| Illinois Municipal Retirement Fund | 15,705 | $724.0K | 0.01% | +15,705 | New |
| Ensign Peak Advisors, Inc | 15,460 | $712.6K | 0.00% | 00.0% | Unchanged |
| Deutsche Bank AG | 14,775 | $681.0K | 0.00% | −851−5.4% | Reduced |
| American International Group, Inc. | 14,687 | $676.9K | 0.00% | −32−0.2% | Reduced |
| MetLife Investment Management | 14,201 | $654.5K | 0.01% | 00.0% | Unchanged |
| SummerHaven Investment Management, LLC | 14,051 | $647.6K | 0.48% | −2,582−15.5% | Reduced |
| Csenge Advisory Group | 13,818 | $636.9K | 0.04% | +14+0.1% | Added |
| Manufacturers Life Insurance Company, The | 13,616 | $627.6K | 0.00% | +2,411+21.5% | Added |
| Trexquant Investment LP | 13,565 | $625.2K | 0.02% | +13,565 | New |
| Louisiana State Employees Retirement System | 13,300 | $613.0K | 0.01% | −800−5.7% | Reduced |
| Algert Global LLC | 13,254 | $610.9K | 0.03% | −11,430−46.3% | Reduced |
| Franklin Resources Inc | 13,242 | $610.3K | 0.00% | 00.0% | Unchanged |
| SEI Investments Co | 13,220 | $609.3K | 0.00% | +13,220 | New |
| Yousif Capital Management, LLC | 13,057 | $601.8K | 0.01% | −1,235−8.6% | Reduced |
| US Bancorp | 12,861 | $592.8K | 0.00% | +12,861 | New |
| Comerica Bank | 12,687 | $584.7K | 0.00% | +12,687 | New |
| Mirae Asset Global Investments Co., Ltd. | 12,570 | $579.4K | 0.00% | 00.0% | Unchanged |
| Raymond James & Associates | 12,351 | $569.3K | 0.00% | −1,597−11.4% | Reduced |
| TD Asset Management Inc | 12,300 | $566.9K | 0.00% | +6,300+105.0% | Added |
| United Capital Financial Advisers, LLC | 12,000 | $553.1K | 0.00% | −2,000−14.3% | Reduced |
| UBS Group AG | 11,995 | $552.9K | 0.00% | −5,421−31.1% | Reduced |
| Clear Harbor Asset Management, LLC | 11,344 | $522.8K | 0.05% | +1,855+19.5% | Added |
| Voya Investment Management LLC | 11,036 | $508.6K | 0.00% | −310−2.7% | Reduced |
| Amalgamated Bank | 10,806 | $498.0K | 0.00% | −549−4.8% | Reduced |
| Glenmede Trust Co NA | 10,517 | $484.7K | 0.00% | +10,517 | New |
| Y-Intercept (Hong Kong) Ltd | 10,475 | $482.8K | 0.05% | +3,509+50.4% | Added |
| Royal Bank of Canada | 10,394 | $479.0K | 0.00% | +149+1.5% | Added |
| Sigma Planning Corp | 9,975 | $459.8K | 0.02% | +20.0% | Added |
| Maryland State Retirement & Pension System | 9,660 | $445.2K | 0.01% | −825−7.9% | Reduced |
| Cambria Investment Management, L.P. | 9,483 | $437.1K | 0.04% | −1,624−14.6% | Reduced |
| Teachers Retirement System of the State of Kentucky | 9,407 | $434.0K | 0.00% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 9,380 | $432.0K | 0.00% | +1,278+15.8% | Added |
| Envestnet Asset Management Inc | 9,360 | $431.4K | 0.00% | +3,972+73.7% | Added |
| State of Tennessee, Treasury Department | 9,332 | $430.1K | 0.00% | −9,065−49.3% | Reduced |
| New York Life Investment Management LLC | 8,581 | $395.5K | 0.00% | −1,352−13.6% | Reduced |
| West Tower Group, LLC | 8,405 | $387.4K | 0.20% | +8,405 | New |
| Venture Visionary Partners LLC | 8,300 | $382.5K | 0.02% | −2,400−22.4% | Reduced |
| Victory Capital Management Inc | 8,263 | $380.8K | 0.00% | +644+8.5% | Added |
| Price T Rowe Associates Inc | 8,131 | $375.0K | 0.00% | +402+5.2% | Added |
| SageView Advisory Group, LLC | 7,956 | $366.7K | 0.02% | +4+0.1% | Added |
| Oregon Public Employees Retirement Fund | 7,761 | $357.7K | 0.00% | −600−7.2% | Reduced |
| Arizona State Retirement System | 7,663 | $353.2K | 0.00% | −78−1.0% | Reduced |
| State Board of Administration of Florida Retirement System | 7,653 | $352.7K | 0.00% | −150−1.9% | Reduced |
| Wells Fargo & Company | 6,974 | $321.4K | 0.00% | −5,988−46.2% | Reduced |
| Alps Advisors Inc | 6,890 | $317.6K | 0.00% | +6,890 | New |
| Diversified Trust Co | 6,866 | $316.5K | 0.01% | +6,866 | New |
| Everence Capital Management Inc | 6,750 | $311.0K | 0.02% | 00.0% | Unchanged |
| Mesirow Financial Investment Management, Inc. | 6,708 | $309.2K | 1.35% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 6,501 | $299.6K | 0.00% | +1,059+19.5% | Added |
| Walleye Capital LLC | 6,475 | $298.4K | 0.00% | +6,475 | New |
| Verition Fund Management LLC | 6,436 | $296.6K | 0.00% | +6,436 | New |
| Marshall Wace, LLP | 6,400 | $295.0K | 0.00% | +6,400 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 6,367 | $293.5K | 0.00% | 00.0% | Unchanged |
| Campbell & CO Investment Adviser LLC | 5,951 | $274.3K | 0.03% | +5,951 | New |
| Versor Investments LP | 4,770 | $219.8K | 0.04% | +4,770 | New |
| Centiva Capital, LP | 4,765 | $219.6K | 0.01% | −647−12.0% | Reduced |
| Nomura Holdings Inc | 4,716 | $217.4K | 0.00% | −11,094−70.2% | Reduced |
| 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 |
| HighTower Advisors, LLC | 4,644 | $213.0K | 0.00% | +53+1.2% | Added |
| Mutual of America Capital Management LLC | 4,596 | $211.8K | 0.00% | −661−12.6% | Reduced |
| Handelsbanken Fonder AB | 4,500 | $207.0K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 4,402 | $202.9K | 0.00% | −1,000−18.5% | Reduced |
| PDT Partners, LLC | 4,383 | $202.0K | 0.03% | −4,413−50.2% | Reduced |
| GPS Wealth Strategies Group, LLC | 4,096 | $188.8K | 0.04% | +214+5.5% | Added |
| Amundi | 3,335 | $157.6K | 0.00% | −169−4.8% | Reduced |
| 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 |
| City State Bank | 3,216 | $148.0K | 0.08% | 00.0% | Unchanged |
| South Dakota Investment Council | 2,902 | $134.0K | 0.00% | −1,298−30.9% | Reduced |
| Ameritas Investment Partners, Inc. | 2,730 | $125.8K | 0.01% | +450+19.7% | Added |
| Shell Asset Management Co | 2,578 | $119.0K | 0.00% | −40−1.5% | Reduced |
| The PNC Financial Services Group, Inc. | 2,228 | $102.7K | 0.00% | −12−0.5% | Reduced |
| Brown Brothers Harriman & Co | 2,105 | $97.0K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 2,035 | $93.8K | 0.00% | −5−0.2% | Reduced |
| Vestcor Inc | 1,954 | $90.0K | 0.00% | +1,954 | New |
| Advisor Group Holdings, Inc. | 1,861 | $85.8K | 0.00% | +1,429+330.8% | Added |
| Counterpoint Mutual Funds LLC | 1,839 | $84.8K | 0.07% | −790−30.0% | Reduced |
| Harvest Fund Management Co., Ltd | 1,696 | $78.0K | 0.01% | +1,070+170.9% | Added |
| Metropolitan Life Insurance Co | 1,612 | $74.3K | 0.00% | +139+9.4% | Added |
| Proequities, Inc. | 1,440 | $66.4K | 0.01% | 00.0% | Unchanged |
| KBC Group NV | 972 | $45.0K | 0.00% | −1,222−55.7% | Reduced |
| Tower Research Capital LLC (TRC) | 942 | $43.4K | 0.00% | +371+65.0% | Added |
| First Community Trust NA | 900 | $41.5K | 0.05% | 00.0% | Unchanged |
| Globeflex Capital L P | 864 | $39.8K | 0.00% | −503−36.8% | Reduced |
| Covestor Ltd | 779 | $36.0K | 0.03% | −18−2.3% | Reduced |
| Carmel Capital Partners, LLC | 775 | $35.7K | 0.02% | +775 | New |
| Institutional & Family Asset Management, LLC | 450 | $20.7K | 0.00% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 308 | $14.2K | 0.02% | +308 | New |
| CWM, LLC | 314 | $14.0K | 0.00% | 00.0% | Unchanged |
| Guardian Wealth Management, Inc. | 228 | $10.5K | 0.01% | +20+9.6% | Added |
| Ancora Advisors, LLC | 220 | $10.1K | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 133 | $5.73K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 108 | $4.98K | 0.00% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 88 | $4.06K | 0.00% | +4+4.8% | Added |
| Johnson Financial Group, Inc. | 75 | $3.46K | 0.00% | −80−51.6% | Reduced |
| Bell Investment Advisors, Inc | 60 | $2.77K | 0.00% | +42+233.3% | Added |
| RFP Financial Group LLC | 54 | $2.49K | 0.00% | 00.0% | Unchanged |