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.
Q1 2024 vs. Q4 2023
How the institutions holding Pathward Financial, Inc. changed between Q4 2023 and Q1 2024.
All holders in Q1 2024All holders in Q4 2023
| Measure | Q4 2023 | Of which not filed for Q1 2024 | Q1 2024 | Change |
|---|---|---|---|---|
| Holders | 221 | 2 | 232 | +13 |
| Shares | 23.2M | 29.6K | 22.4M | −705.1K (−3.0%) |
| Value | $1.25B | $1.57M | $1.16B | −$85.6M (−6.9%) |
2 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so the changes leave them out.
New holders (34)
Institutions that held Pathward Financial, Inc. at the end of Q1 2024 but not at the end of Q4 2023.
Sold out (21)
Institutions that held Pathward Financial, Inc. at the end of Q4 2023 and filed for Q1 2024 without it.
| Institution | Shares, Q4 2023 | Value, Q4 2023 |
|---|---|---|
| Greenwich Investment Management, Inc. | 129,622 | $6.86M |
| Jacobs Levy Equity Management, Inc | 115,020 | $6.09M |
| National Bank of Canada | 50,058 | $2.63M |
| Vident Advisory, LLC | 38,640 | $2.05M |
| Empowered Funds, LLC | 34,711 | $1.84M |
| Skandinaviska Enskilda Banken AB (publ) | 25,700 | $1.36M |
| HSBC Holdings PLC | 20,643 | $1.11M |
| Healthcare of Ontario Pension Plan Trust Fund | 20,942 | $1.11M |
| Omers Administration Corp | 20,000 | $1.06M |
| CWM Advisors, LLC | 14,547 | $770.0K |
| Janney Montgomery Scott LLC | 9,481 | $502.0K |
| Point72 Middle East FZE | 8,140 | $430.9K |
| SageView Advisory Group, LLC | 7,965 | $430.0K |
| Mesirow Financial Investment Management, Inc. | 6,708 | $335.1K |
| Advisor Resource Council | 5,146 | $272.4K |
| Virtu Financial LLC | 4,955 | $262.0K |
| PDT Partners, LLC | 4,383 | $232.0K |
| Duality Advisers, LP | 3,826 | $202.5K |
| Penserra Capital Management LLC | 1,304 | $69.0K |
| LM Advisors LLC | 0 | $14.3K |
| Kennicott Capital Management LLC | 669 | – |
Not filed for Q1 2024 yet (2)
Institutions that held Pathward Financial, Inc. at the end of Q4 2023 and haven't filed a 13F for Q1 2024. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q4 2023 | Value, Q4 2023 |
|---|---|---|
| Putnam Investments LLC | 29,499 | $1.56M |
| Coppell Advisory Solutions LLC | 133 | $7.04K |