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, Q1 2024
Institutional positions in Pathward Financial, Inc. as of Mar 31, 2024. 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
- 232
- +13 vs. Q4 2023
- Shares held
- 22.4M
- −705.1K (−3.0%) vs. Q4 2023
- Total value
- $1.16B
- −$85.6M (−6.9%) vs. Q4 2023
- New holders
- 34
- 60 more added
- Sold out
- 21
- 99 more reduced
2 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding Pathward Financial, Inc.; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Huntington National Bank | 1 | $50 | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 3 | $152 | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 5 | $252 | 0.00% | +5 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 5 | $252 | 0.00% | +5 | New |
| Farther Finance Advisors, LLC | 8 | $402 | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 13 | $656 | 0.00% | +13 | New |
| Principal Securities, Inc. | 21 | $1.06K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 23 | $1.16K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 47 | $2.37K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 57 | $2.88K | 0.00% | +57 | New |
| Bell Investment Advisors, Inc | 60 | $3.03K | 0.00% | −10−14.3% | Reduced |
| Northwestern Mutual Wealth Management Co | 70 | $3.53K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 82 | $4.14K | 0.00% | +47+134.3% | Added |
| Quarry LP | 100 | $5.05K | 0.00% | +100 | New |
| Ancora Advisors, LLC | 220 | $11.1K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 243 | $12.0K | 0.01% | −312−56.2% | Reduced |
| Promethos Capital, LLC | 250 | $12.6K | 0.01% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 293 | $14.8K | 0.02% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 367 | $18.5K | 0.00% | −8,875−96.0% | Reduced |
| CWM, LLC | 419 | $21.0K | 0.00% | +170+68.3% | Added |
| GAMMA Investing LLC | 420 | $21.2K | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 450 | $22.7K | 0.00% | 00.0% | Unchanged |
| Aquatic Capital Management LLC | 600 | $30.3K | 0.00% | −8,700−93.5% | Reduced |
| Federated Hermes, Inc. | 697 | $35.2K | 0.00% | +602+633.7% | Added |
| Harvest Fund Management Co., Ltd | 729 | $37.0K | 0.00% | −967−57.0% | Reduced |
| Simplex Trading, LLC | 822 | $41.0K | 0.00% | +704+596.6% | Added |
| Globeflex Capital L P | 864 | $43.6K | 0.00% | 00.0% | Unchanged |
| First Community Trust NA | 900 | $45.4K | 0.04% | 00.0% | Unchanged |
| KBC Group NV | 972 | $49.0K | 0.00% | 00.0% | Unchanged |
| Catalyst Funds Management Pty Ltd | 1,000 | $50.5K | 0.01% | +1,000 | New |
| EntryPoint Capital, LLC | 1,176 | $59.4K | 0.05% | +1,176 | New |
| Brown Brothers Harriman & Co | 1,372 | $69.3K | 0.00% | −733−34.8% | Reduced |
| Metropolitan Life Insurance Co | 1,425 | $71.9K | 0.00% | −52−3.5% | Reduced |
| Proequities, Inc. | 1,440 | $72.8K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 1,641 | $82.8K | 0.00% | −2,921−64.0% | Reduced |
| Vestcor Inc | 1,954 | $99.0K | 0.00% | 00.0% | Unchanged |
| Shell Asset Management Co | 1,853 | $105.0K | 0.00% | −130−6.6% | Reduced |
| The PNC Financial Services Group, Inc. | 2,216 | $111.9K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 2,425 | $122.0K | 0.00% | −9,965−80.4% | Reduced |
| South Dakota Investment Council | 2,502 | $126.0K | 0.00% | −400−13.8% | Reduced |
| Nisa Investment Advisors, LLC | 2,535 | $128.1K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 2,730 | $137.8K | 0.00% | 00.0% | Unchanged |
| City State Bank | 2,890 | $146.0K | 0.06% | −326−10.1% | Reduced |
| Point72 (DIFC) Ltd | 3,042 | $153.6K | 0.01% | +3,042 | New |
| Advisor Group Holdings, Inc. | 3,161 | $159.6K | 0.00% | −247−7.2% | Reduced |
| Point72 Asia (Singapore) Pte. Ltd. | 3,191 | $161.1K | 0.04% | +1,397+77.9% | Added |
| SG Americas Securities, LLC | 3,225 | $163.0K | 0.00% | +104+3.3% | Added |
| nVerses Capital, LLC | 3,700 | $186.8K | 0.45% | +3,700 | New |
| Corton Capital Inc. | 4,019 | $202.9K | 0.07% | +4,019 | New |
| AQR Capital Management LLC | 4,037 | $203.8K | 0.00% | +4,037 | New |
| Amundi | 4,274 | $209.4K | 0.00% | +938+28.1% | Added |
| Mutual of America Capital Management LLC | 4,392 | $221.7K | 0.00% | −191−4.2% | Reduced |
| Handelsbanken Fonder AB | 4,500 | $227.0K | 0.00% | 00.0% | Unchanged |
| Schonfeld Strategic Advisors LLC | 4,580 | $231.2K | 0.00% | +4,580 | New |
| Steward Partners Investment Advisory, LLC | 4,643 | $234.4K | 0.00% | −200−4.1% | Reduced |
| HighTower Advisors, LLC | 4,691 | $236.0K | 0.00% | +9+0.2% | Added |
| Versor Investments LP | 4,770 | $240.8K | 0.05% | 00.0% | Unchanged |
| Y-Intercept (Hong Kong) Ltd | 4,774 | $241.0K | 0.02% | −1,644−25.6% | Reduced |
| Carmel Capital Partners, LLC | 4,831 | $243.9K | 0.10% | 00.0% | Unchanged |
| Verition Fund Management LLC | 4,919 | $248.3K | 0.00% | +4,919 | New |
| ProShare Advisors LLC | 5,247 | $264.9K | 0.00% | +346+7.1% | Added |
| Cambria Investment Management, L.P. | 5,359 | $270.5K | 0.02% | −5,108−48.8% | Reduced |
| Brinker Capital Investments, LLC | 5,486 | $276.9K | 0.00% | −1,017−15.6% | Reduced |
| Orion Portfolio Solutions, LLC | 5,486 | $276.9K | 0.00% | −1,017−15.6% | Reduced |
| Allspring Global Investments Holdings, LLC | 5,498 | $277.5K | 0.00% | +556+11.3% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 5,505 | $277.9K | 0.00% | −145−2.6% | Reduced |
| DekaBank Deutsche Girozentrale | 5,646 | $283.0K | 0.00% | 00.0% | Unchanged |
| Point72 Asset Management, L.P. | 5,700 | $287.7K | 0.00% | +1,400+32.6% | Added |
| US Bancorp | 6,125 | $309.2K | 0.00% | −10,205−62.5% | Reduced |
| Deerfield Management Company, L.P. (Series C) | 6,188 | $312.4K | 0.01% | +6,188 | New |
| Lazard Asset Management LLC | 6,250 | $315.0K | 0.00% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 6,367 | $321.4K | 0.00% | 00.0% | Unchanged |
| Everence Capital Management Inc | 6,750 | $341.0K | 0.02% | 00.0% | Unchanged |
| Alps Advisors Inc | 6,837 | $345.1K | 0.00% | +398+6.2% | Added |
| Oregon Public Employees Retirement Fund | 6,861 | $346.3K | 0.01% | −800−10.4% | Reduced |
| Dark Forest Capital Management LP | 6,967 | $351.7K | 0.06% | +6,967 | New |
| Harbor Capital Advisors, Inc. | 7,022 | $354.0K | 0.05% | +7,022 | New |
| Arizona State Retirement System | 7,142 | $360.5K | 0.00% | −190−2.6% | Reduced |
| New York Life Investment Management LLC | 7,268 | $366.9K | 0.00% | −1,055−12.7% | Reduced |
| State of Tennessee, Treasury Department | 7,506 | $378.9K | 0.00% | −1,826−19.6% | Reduced |
| Royce & Associates LP | 7,575 | $382.4K | 0.00% | +7,575 | New |
| Diversified Trust Co | 7,777 | $392.6K | 0.01% | +305+4.1% | Added |
| Amalgamated Bank | 7,831 | $395.0K | 0.00% | −2,293−22.6% | Reduced |
| Occudo Quantitative Strategies LP | 7,930 | $400.3K | 0.07% | +7,930 | New |
| Inceptionr LLC | 8,093 | $408.5K | 0.11% | +8,093 | New |
| Gallacher Capital Management LLC | 8,114 | $409.6K | 0.21% | +8,114 | New |
| Venture Visionary Partners LLC | 8,300 | $419.0K | 0.02% | 00.0% | Unchanged |
| West Tower Group, LLC | 8,490 | $428.6K | 1.29% | +209+2.5% | Added |
| Voya Investment Management LLC | 8,598 | $434.0K | 0.00% | −1,868−17.8% | Reduced |
| Maryland State Retirement & Pension System | 9,185 | $444.5K | 0.01% | −331−3.5% | Reduced |
| State Board of Administration of Florida Retirement System | 10,963 | $454.9K | 0.00% | +3,310+43.3% | Added |
| Price T Rowe Associates Inc | 9,180 | $464.0K | 0.00% | +963+11.7% | Added |
| Quest Partners LLC | 9,348 | $471.9K | 0.08% | −3,098−24.9% | Reduced |
| Wells Fargo & Company | 9,402 | $474.6K | 0.00% | +1,055+12.6% | Added |
| Teachers Retirement System of the State of Kentucky | 9,407 | $475.0K | 0.00% | 00.0% | Unchanged |
| Sigma Planning Corp | 9,459 | $477.5K | 0.02% | +9,459 | New |
| Encompass Wealth Advisors, LLC | 9,472 | $478.1K | 0.13% | +9,472 | New |
| Stifel Financial Corp | 9,560 | $482.6K | 0.00% | −19−0.2% | Reduced |
| Victory Capital Management Inc | 9,640 | $486.6K | 0.00% | −1,226−11.3% | Reduced |
| Csenge Advisory Group | 9,709 | $490.1K | 0.03% | −4,125−29.8% | Reduced |