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 |
|---|---|---|---|---|---|
| US Bancorp | 16,330 | $864.3K | 0.00% | +3,469+27.0% | Added |
| State of Alaska, Department of Revenue | 16,109 | $852.0K | 0.01% | −220−1.3% | Reduced |
| Gsa Capital Partners LLP | 15,767 | $835.0K | 0.07% | +15,767 | New |
| Envestnet Asset Management Inc | 15,573 | $824.3K | 0.00% | +6,213+66.4% | Added |
| Ensign Peak Advisors, Inc | 15,460 | $818.3K | 0.00% | 00.0% | Unchanged |
| Glenmede Trust Co NA | 14,779 | $782.3K | 0.00% | +4,262+40.5% | Added |
| Illinois Municipal Retirement Fund | 14,688 | $777.0K | 0.01% | −1,017−6.5% | Reduced |
| CWM Advisors, LLC | 14,547 | $770.0K | 0.08% | +14,547 | New |
| Deutsche Bank AG | 14,524 | $768.8K | 0.00% | −251−1.7% | Reduced |
| SummerHaven Investment Management, LLC | 14,259 | $754.7K | 0.48% | +208+1.5% | Added |
| Yousif Capital Management, LLC | 14,225 | $752.9K | 0.01% | +1,168+8.9% | Added |
| American International Group, Inc. | 14,202 | $751.7K | 0.00% | −485−3.3% | Reduced |
| TD Asset Management Inc | 14,200 | $751.6K | 0.00% | +1,900+15.4% | Added |
| Csenge Advisory Group | 13,834 | $732.2K | 0.05% | +16+0.1% | Added |
| MetLife Investment Management | 13,749 | $727.7K | 0.01% | −452−3.2% | Reduced |
| Franklin Resources Inc | 13,242 | $700.9K | 0.00% | 00.0% | Unchanged |
| Louisiana State Employees Retirement System | 13,100 | $693.4K | 0.01% | −200−1.5% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 12,570 | $665.3K | 0.00% | 00.0% | Unchanged |
| Manufacturers Life Insurance Company, The | 12,518 | $662.6K | 0.00% | −1,098−8.1% | Reduced |
| Quest Partners LLC | 12,446 | $658.8K | 0.14% | +12,446 | New |
| Royal Bank of Canada | 12,390 | $656.0K | 0.00% | +1,996+19.2% | Added |
| BNP Paribas Arbitrage, SA | 12,136 | $642.4K | 0.00% | −54,804−81.9% | Reduced |
| Algert Global LLC | 12,114 | $641.2K | 0.03% | −1,140−8.6% | Reduced |
| United Capital Financial Advisers, LLC | 12,017 | $636.1K | 0.01% | +17+0.1% | Added |
| Victory Capital Management Inc | 10,866 | $575.1K | 0.00% | +2,603+31.5% | Added |
| Raymond James & Associates | 10,822 | $572.8K | 0.00% | −1,529−12.4% | Reduced |
| Cambria Investment Management, L.P. | 10,467 | $554.0K | 0.04% | +984+10.4% | Added |
| Voya Investment Management LLC | 10,466 | $554.0K | 0.00% | −570−5.2% | Reduced |
| Clear Harbor Asset Management, LLC | 10,344 | $547.5K | 0.05% | −1,000−8.8% | Reduced |
| Amalgamated Bank | 10,124 | $536.0K | 0.00% | −682−6.3% | Reduced |
| Marshall Wace, LLP | 9,587 | $507.4K | 0.00% | +3,187+49.8% | Added |
| Stifel Financial Corp | 9,579 | $507.0K | 0.00% | −88,461−90.2% | Reduced |
| Maryland State Retirement & Pension System | 9,516 | $503.7K | 0.01% | −144−1.5% | Reduced |
| Janney Montgomery Scott LLC | 9,481 | $502.0K | 0.00% | +101+1.1% | Added |
| Teachers Retirement System of the State of Kentucky | 9,407 | $498.0K | 0.00% | 00.0% | Unchanged |
| State of Tennessee, Treasury Department | 9,332 | $493.9K | 0.00% | 00.0% | Unchanged |
| Aquatic Capital Management LLC | 9,300 | $492.0K | 0.01% | +9,300 | New |
| Public Employees Retirement System of Ohio | 9,242 | $489.2K | 0.00% | −12,590−57.7% | Reduced |
| Mercer Global Advisors Inc | 9,180 | $486.0K | 0.00% | −7,398−44.6% | Reduced |
| Wells Fargo & Company | 8,347 | $441.8K | 0.00% | +1,373+19.7% | Added |
| New York Life Investment Management LLC | 8,323 | $440.5K | 0.00% | −258−3.0% | Reduced |
| Venture Visionary Partners LLC | 8,300 | $439.3K | 0.02% | 00.0% | Unchanged |
| West Tower Group, LLC | 8,281 | $438.3K | 0.89% | −124−1.5% | Reduced |
| Price T Rowe Associates Inc | 8,217 | $435.0K | 0.00% | +86+1.1% | Added |
| Tudor Investment Corp Et Al | 8,210 | $434.6K | 0.01% | −58,087−87.6% | Reduced |
| Point72 Middle East FZE | 8,140 | $430.9K | 0.03% | +8,140 | New |
| SageView Advisory Group, LLC | 7,965 | $430.0K | 0.02% | +9+0.1% | Added |
| Engineers Gate Manager LP | 7,932 | $419.8K | 0.01% | +7,932 | New |
| Oregon Public Employees Retirement Fund | 7,661 | $405.5K | 0.01% | −100−1.3% | Reduced |
| State Board of Administration of Florida Retirement System | 7,653 | $405.1K | 0.00% | 00.0% | Unchanged |
| Diversified Trust Co | 7,472 | $395.5K | 0.01% | +606+8.8% | Added |
| Arizona State Retirement System | 7,332 | $388.1K | 0.00% | −331−4.3% | Reduced |
| Everence Capital Management Inc | 6,750 | $357.0K | 0.03% | 00.0% | Unchanged |
| Alps Advisors Inc | 6,439 | $340.8K | 0.00% | −451−6.5% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 6,418 | $339.7K | 0.03% | −4,057−38.7% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 6,367 | $337.0K | 0.00% | 00.0% | Unchanged |
| Mesirow Financial Investment Management, Inc. | 6,708 | $335.1K | 0.01% | 00.0% | Unchanged |
| 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 |
| Lazard Asset Management LLC | 6,250 | $329.0K | 0.00% | +2,934+88.5% | Added |
| DekaBank Deutsche Girozentrale | 5,646 | $303.0K | 0.00% | +2,330+70.3% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 5,650 | $299.1K | 0.00% | −11,883−67.8% | Reduced |
| Advisor Resource Council | 5,146 | $272.4K | 0.03% | +5,146 | New |
| Virtu Financial LLC | 4,955 | $262.0K | 0.02% | +4,955 | New |
| Allspring Global Investments Holdings, LLC | 4,942 | $261.6K | 0.00% | −1,559−24.0% | Reduced |
| ProShare Advisors LLC | 4,901 | $259.4K | 0.00% | +4,901 | New |
| Bokf, NA | 4,860 | $257.2K | 0.01% | +4,860 | New |
| Steward Partners Investment Advisory, LLC | 4,843 | $256.4K | 0.00% | +441+10.0% | Added |
| Carmel Capital Partners, LLC | 4,831 | $255.7K | 0.13% | +4,056+523.4% | Added |
| Versor Investments LP | 4,770 | $252.5K | 0.05% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 4,682 | $248.0K | 0.00% | +38+0.8% | Added |
| Mutual of America Capital Management LLC | 4,583 | $242.6K | 0.00% | −13−0.3% | Reduced |
| Tower Research Capital LLC (TRC) | 4,562 | $241.5K | 0.00% | +3,620+384.3% | Added |
| Handelsbanken Fonder AB | 4,500 | $238.0K | 0.00% | 00.0% | Unchanged |
| PDT Partners, LLC | 4,383 | $232.0K | 0.03% | 00.0% | Unchanged |
| Point72 Asset Management, L.P. | 4,300 | $227.6K | 0.00% | +4,300 | New |
| Duality Advisers, LP | 3,826 | $202.5K | 0.02% | +3,826 | New |
| Advisor Group Holdings, Inc. | 3,408 | $180.4K | 0.00% | +1,547+83.1% | Added |
| City State Bank | 3,216 | $170.0K | 0.09% | 00.0% | Unchanged |
| Amundi | 3,336 | $168.0K | 0.00% | +10.0% | Added |
| SG Americas Securities, LLC | 3,121 | $165.0K | 0.00% | −13,496−81.2% | Reduced |
| South Dakota Investment Council | 2,902 | $154.0K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 2,730 | $144.5K | 0.01% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 2,535 | $134.2K | 0.00% | +500+24.6% | Added |
| The PNC Financial Services Group, Inc. | 2,216 | $117.3K | 0.00% | −12−0.5% | Reduced |
| Brown Brothers Harriman & Co | 2,105 | $111.4K | 0.00% | 00.0% | Unchanged |
| Shell Asset Management Co | 1,983 | $105.0K | 0.00% | −595−23.1% | Reduced |
| Vestcor Inc | 1,954 | $103.0K | 0.00% | 00.0% | Unchanged |
| Point72 Asia (Singapore) Pte. Ltd. | 1,794 | $95.0K | 0.02% | +1,794 | New |
| Harvest Fund Management Co., Ltd | 1,696 | $91.0K | 0.01% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 1,477 | $78.2K | 0.00% | −135−8.4% | Reduced |
| Proequities, Inc. | 1,440 | $76.3K | 0.01% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 1,304 | $69.0K | 0.00% | +1,304 | New |
| KBC Group NV | 972 | $51.0K | 0.00% | 00.0% | Unchanged |
| First Community Trust NA | 900 | $47.6K | 0.05% | 00.0% | Unchanged |
| Globeflex Capital L P | 864 | $45.7K | 0.00% | 00.0% | Unchanged |
| Quantbot Technologies LP | 586 | $31.0K | 0.00% | +586 | New |
| Covestor Ltd | 555 | $29.0K | 0.02% | −224−28.8% | Reduced |
| Institutional & Family Asset Management, LLC | 450 | $23.8K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 420 | $21.7K | 0.01% | +420 | New |