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, Q4 2023
Institutional positions in Pathward Financial, Inc. as of Dec 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
- 221
- +14 vs. Q3 2023
- Shares held
- 23.2M
- +203.4K (+0.9%) vs. Q3 2023
- Total value
- $1.25B
- +$152.2M (+13.9%) vs. Q3 2023
- New holders
- 31
- 78 more added
- Sold out
- 17
- 75 more reduced
2 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2023
Shares, value and share of portfolio for each institution holding Pathward Financial, Inc.; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Huntington National Bank | 1 | $53 | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 3 | $159 | 0.00% | −105−97.2% | Reduced |
| Farther Finance Advisors, LLC | 8 | $423 | 0.00% | +8 | New |
| Principal Securities, Inc. | 21 | $1.11K | 0.00% | +21 | New |
| Quadrant Capital Group LLC | 23 | $1.22K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 35 | $1.85K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 47 | $2.00K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 70 | $3.71K | 0.00% | +70 | New |
| Bell Investment Advisors, Inc | 70 | $3.71K | 0.00% | +10+16.7% | Added |
| Federated Hermes, Inc. | 95 | $5.03K | 0.00% | +7+8.0% | Added |
| Simplex Trading, LLC | 118 | $6.00K | 0.00% | +118 | New |
| Coppell Advisory Solutions LLC | 133 | $7.04K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 220 | $11.6K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 249 | $13.0K | 0.00% | −65−20.7% | Reduced |
| Promethos Capital, LLC | 250 | $13.2K | 0.01% | +250 | New |
| LM Advisors LLC | 0 | $14.3K | 0.00% | 0 | New |
| LGT Financial Advisors LLC | 293 | $15.5K | 0.02% | −15−4.9% | Reduced |
| GAMMA Investing LLC | 420 | $21.7K | 0.01% | +420 | New |
| Institutional & Family Asset Management, LLC | 450 | $23.8K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 555 | $29.0K | 0.02% | −224−28.8% | Reduced |
| Quantbot Technologies LP | 586 | $31.0K | 0.00% | +586 | New |
| Globeflex Capital L P | 864 | $45.7K | 0.00% | 00.0% | Unchanged |
| First Community Trust NA | 900 | $47.6K | 0.05% | 00.0% | Unchanged |
| KBC Group NV | 972 | $51.0K | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 1,304 | $69.0K | 0.00% | +1,304 | New |
| Proequities, Inc. | 1,440 | $76.3K | 0.01% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 1,477 | $78.2K | 0.00% | −135−8.4% | Reduced |
| Harvest Fund Management Co., Ltd | 1,696 | $91.0K | 0.01% | 00.0% | Unchanged |
| Point72 Asia (Singapore) Pte. Ltd. | 1,794 | $95.0K | 0.02% | +1,794 | New |
| Vestcor Inc | 1,954 | $103.0K | 0.00% | 00.0% | Unchanged |
| Shell Asset Management Co | 1,983 | $105.0K | 0.00% | −595−23.1% | Reduced |
| Brown Brothers Harriman & Co | 2,105 | $111.4K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 2,216 | $117.3K | 0.00% | −12−0.5% | Reduced |
| Nisa Investment Advisors, LLC | 2,535 | $134.2K | 0.00% | +500+24.6% | Added |
| Ameritas Investment Partners, Inc. | 2,730 | $144.5K | 0.01% | 00.0% | Unchanged |
| South Dakota Investment Council | 2,902 | $154.0K | 0.00% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 3,121 | $165.0K | 0.00% | −13,496−81.2% | Reduced |
| Amundi | 3,336 | $168.0K | 0.00% | +10.0% | Added |
| City State Bank | 3,216 | $170.0K | 0.09% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 3,408 | $180.4K | 0.00% | +1,547+83.1% | Added |
| Duality Advisers, LP | 3,826 | $202.5K | 0.02% | +3,826 | New |
| Point72 Asset Management, L.P. | 4,300 | $227.6K | 0.00% | +4,300 | New |
| PDT Partners, LLC | 4,383 | $232.0K | 0.03% | 00.0% | Unchanged |
| Handelsbanken Fonder AB | 4,500 | $238.0K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 4,562 | $241.5K | 0.00% | +3,620+384.3% | Added |
| Mutual of America Capital Management LLC | 4,583 | $242.6K | 0.00% | −13−0.3% | Reduced |
| HighTower Advisors, LLC | 4,682 | $248.0K | 0.00% | +38+0.8% | Added |
| Versor Investments LP | 4,770 | $252.5K | 0.05% | 00.0% | Unchanged |
| Carmel Capital Partners, LLC | 4,831 | $255.7K | 0.13% | +4,056+523.4% | Added |
| Steward Partners Investment Advisory, LLC | 4,843 | $256.4K | 0.00% | +441+10.0% | Added |
| Bokf, NA | 4,860 | $257.2K | 0.01% | +4,860 | New |
| ProShare Advisors LLC | 4,901 | $259.4K | 0.00% | +4,901 | New |
| Allspring Global Investments Holdings, LLC | 4,942 | $261.6K | 0.00% | −1,559−24.0% | Reduced |
| Virtu Financial LLC | 4,955 | $262.0K | 0.02% | +4,955 | New |
| Advisor Resource Council | 5,146 | $272.4K | 0.03% | +5,146 | New |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 5,650 | $299.1K | 0.00% | −11,883−67.8% | Reduced |
| DekaBank Deutsche Girozentrale | 5,646 | $303.0K | 0.00% | +2,330+70.3% | Added |
| Lazard Asset Management LLC | 6,250 | $329.0K | 0.00% | +2,934+88.5% | Added |
| Brinker Capital Investments, LLC | 6,503 | $329.7K | 0.00% | +1,841+39.5% | Added |
| Orion Portfolio Solutions, LLC | 6,503 | $329.7K | 0.00% | +1,841+39.5% | Added |
| Mesirow Financial Investment Management, Inc. | 6,708 | $335.1K | 0.01% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 6,367 | $337.0K | 0.00% | 00.0% | Unchanged |
| Y-Intercept (Hong Kong) Ltd | 6,418 | $339.7K | 0.03% | −4,057−38.7% | Reduced |
| Alps Advisors Inc | 6,439 | $340.8K | 0.00% | −451−6.5% | Reduced |
| Everence Capital Management Inc | 6,750 | $357.0K | 0.03% | 00.0% | Unchanged |
| Arizona State Retirement System | 7,332 | $388.1K | 0.00% | −331−4.3% | Reduced |
| Diversified Trust Co | 7,472 | $395.5K | 0.01% | +606+8.8% | Added |
| State Board of Administration of Florida Retirement System | 7,653 | $405.1K | 0.00% | 00.0% | Unchanged |
| Oregon Public Employees Retirement Fund | 7,661 | $405.5K | 0.01% | −100−1.3% | Reduced |
| Engineers Gate Manager LP | 7,932 | $419.8K | 0.01% | +7,932 | New |
| SageView Advisory Group, LLC | 7,965 | $430.0K | 0.02% | +9+0.1% | Added |
| Point72 Middle East FZE | 8,140 | $430.9K | 0.03% | +8,140 | New |
| Tudor Investment Corp Et Al | 8,210 | $434.6K | 0.01% | −58,087−87.6% | Reduced |
| Price T Rowe Associates Inc | 8,217 | $435.0K | 0.00% | +86+1.1% | Added |
| West Tower Group, LLC | 8,281 | $438.3K | 0.89% | −124−1.5% | Reduced |
| Venture Visionary Partners LLC | 8,300 | $439.3K | 0.02% | 00.0% | Unchanged |
| New York Life Investment Management LLC | 8,323 | $440.5K | 0.00% | −258−3.0% | Reduced |
| Wells Fargo & Company | 8,347 | $441.8K | 0.00% | +1,373+19.7% | Added |
| Mercer Global Advisors Inc | 9,180 | $486.0K | 0.00% | −7,398−44.6% | Reduced |
| Public Employees Retirement System of Ohio | 9,242 | $489.2K | 0.00% | −12,590−57.7% | Reduced |
| Aquatic Capital Management LLC | 9,300 | $492.0K | 0.01% | +9,300 | New |
| State of Tennessee, Treasury Department | 9,332 | $493.9K | 0.00% | 00.0% | Unchanged |
| Teachers Retirement System of the State of Kentucky | 9,407 | $498.0K | 0.00% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 9,481 | $502.0K | 0.00% | +101+1.1% | Added |
| Maryland State Retirement & Pension System | 9,516 | $503.7K | 0.01% | −144−1.5% | Reduced |
| Stifel Financial Corp | 9,579 | $507.0K | 0.00% | −88,461−90.2% | Reduced |
| Marshall Wace, LLP | 9,587 | $507.4K | 0.00% | +3,187+49.8% | Added |
| Amalgamated Bank | 10,124 | $536.0K | 0.00% | −682−6.3% | Reduced |
| Clear Harbor Asset Management, LLC | 10,344 | $547.5K | 0.05% | −1,000−8.8% | Reduced |
| Voya Investment Management LLC | 10,466 | $554.0K | 0.00% | −570−5.2% | Reduced |
| Cambria Investment Management, L.P. | 10,467 | $554.0K | 0.04% | +984+10.4% | Added |
| Raymond James & Associates | 10,822 | $572.8K | 0.00% | −1,529−12.4% | Reduced |
| Victory Capital Management Inc | 10,866 | $575.1K | 0.00% | +2,603+31.5% | Added |
| United Capital Financial Advisers, LLC | 12,017 | $636.1K | 0.01% | +17+0.1% | Added |
| Algert Global LLC | 12,114 | $641.2K | 0.03% | −1,140−8.6% | Reduced |
| BNP Paribas Arbitrage, SA | 12,136 | $642.4K | 0.00% | −54,804−81.9% | Reduced |
| Royal Bank of Canada | 12,390 | $656.0K | 0.00% | +1,996+19.2% | Added |
| Quest Partners LLC | 12,446 | $658.8K | 0.14% | +12,446 | New |
| Manufacturers Life Insurance Company, The | 12,518 | $662.6K | 0.00% | −1,098−8.1% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 12,570 | $665.3K | 0.00% | 00.0% | Unchanged |