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 |
|---|---|---|---|---|---|
| SEI Investments Co | 15,615 | $788.2K | 0.00% | −4,240−21.4% | Reduced |
| State of Alaska, Department of Revenue | 15,559 | $785.0K | 0.01% | −550−3.4% | Reduced |
| Quantbot Technologies LP | 15,196 | $767.1K | 0.04% | +14,610+2,493.2% | Added |
| Mercer Global Advisors Inc | 15,092 | $762.0K | 0.00% | +5,912+64.4% | Added |
| TD Asset Management Inc | 14,900 | $752.2K | 0.00% | +700+4.9% | Added |
| Illinois Municipal Retirement Fund | 14,900 | $752.0K | 0.01% | +212+1.4% | Added |
| Ensign Peak Advisors, Inc | 14,718 | $743.0K | 0.00% | −742−4.8% | Reduced |
| Squarepoint Ops LLC | 14,649 | $739.5K | 0.00% | −30,892−67.8% | Reduced |
| SummerHaven Investment Management, LLC | 14,440 | $728.9K | 0.46% | +181+1.3% | Added |
| American International Group, Inc. | 14,045 | $709.0K | 0.00% | −157−1.1% | Reduced |
| Deutsche Bank AG | 13,297 | $671.2K | 0.00% | −1,227−8.4% | Reduced |
| Cynosure Management, LLC | 13,046 | $658.6K | 0.12% | +13,046 | New |
| Campbell & CO Investment Adviser LLC | 12,981 | $655.3K | 0.06% | −23,531−64.4% | Reduced |
| Boothbay Fund Management, LLC | 12,949 | $653.7K | 0.02% | +12,949 | New |
| MetLife Investment Management | 12,891 | $650.7K | 0.00% | −858−6.2% | Reduced |
| Louisiana State Employees Retirement System | 12,600 | $636.0K | 0.01% | −500−3.8% | Reduced |
| Susquehanna International Group, LLP | 12,597 | $635.9K | 0.00% | −28,928−69.7% | Reduced |
| Manufacturers Life Insurance Company, The | 12,488 | $630.4K | 0.00% | −30−0.2% | Reduced |
| Envestnet Asset Management Inc | 12,182 | $614.9K | 0.00% | −3,391−21.8% | Reduced |
| United Capital Financial Advisers, LLC | 12,017 | $606.6K | 0.01% | 00.0% | Unchanged |
| Glenmede Trust Co NA | 11,858 | $598.6K | 0.00% | −2,921−19.8% | Reduced |
| Yousif Capital Management, LLC | 11,582 | $584.7K | 0.01% | −2,643−18.6% | Reduced |
| Bokf, NA | 11,283 | $565.5K | 0.01% | +6,423+132.2% | Added |
| Summit Global Investments | 10,609 | $536.0K | 0.04% | −13,806−56.5% | Reduced |
| Raymond James & Associates | 10,458 | $527.9K | 0.00% | −364−3.4% | Reduced |
| Jump Financial, LLC | 10,387 | $524.3K | 0.01% | +10,387 | New |
| Clear Harbor Asset Management, LLC | 10,344 | $522.2K | 0.05% | 00.0% | Unchanged |
| Mirae Asset Global Investments Co., Ltd. | 12,570 | $520.9K | 0.00% | 00.0% | Unchanged |
| Corsair Capital Management, L.P. | 9,866 | $498.0K | 0.14% | +9,866 | New |
| Csenge Advisory Group | 9,709 | $490.1K | 0.03% | −4,125−29.8% | Reduced |
| Victory Capital Management Inc | 9,640 | $486.6K | 0.00% | −1,226−11.3% | Reduced |
| Stifel Financial Corp | 9,560 | $482.6K | 0.00% | −19−0.2% | Reduced |
| Encompass Wealth Advisors, LLC | 9,472 | $478.1K | 0.13% | +9,472 | New |
| Sigma Planning Corp | 9,459 | $477.5K | 0.02% | +9,459 | New |
| Teachers Retirement System of the State of Kentucky | 9,407 | $475.0K | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 9,402 | $474.6K | 0.00% | +1,055+12.6% | Added |
| Quest Partners LLC | 9,348 | $471.9K | 0.08% | −3,098−24.9% | Reduced |
| Price T Rowe Associates Inc | 9,180 | $464.0K | 0.00% | +963+11.7% | Added |
| State Board of Administration of Florida Retirement System | 10,963 | $454.9K | 0.00% | +3,310+43.3% | Added |
| Maryland State Retirement & Pension System | 9,185 | $444.5K | 0.01% | −331−3.5% | Reduced |
| Voya Investment Management LLC | 8,598 | $434.0K | 0.00% | −1,868−17.8% | Reduced |
| West Tower Group, LLC | 8,490 | $428.6K | 1.29% | +209+2.5% | Added |
| Venture Visionary Partners LLC | 8,300 | $419.0K | 0.02% | 00.0% | Unchanged |
| Gallacher Capital Management LLC | 8,114 | $409.6K | 0.21% | +8,114 | New |
| Inceptionr LLC | 8,093 | $408.5K | 0.11% | +8,093 | New |
| Occudo Quantitative Strategies LP | 7,930 | $400.3K | 0.07% | +7,930 | New |
| Amalgamated Bank | 7,831 | $395.0K | 0.00% | −2,293−22.6% | Reduced |
| Diversified Trust Co | 7,777 | $392.6K | 0.01% | +305+4.1% | Added |
| Royce & Associates LP | 7,575 | $382.4K | 0.00% | +7,575 | New |
| State of Tennessee, Treasury Department | 7,506 | $378.9K | 0.00% | −1,826−19.6% | Reduced |
| New York Life Investment Management LLC | 7,268 | $366.9K | 0.00% | −1,055−12.7% | Reduced |
| Arizona State Retirement System | 7,142 | $360.5K | 0.00% | −190−2.6% | Reduced |
| Harbor Capital Advisors, Inc. | 7,022 | $354.0K | 0.05% | +7,022 | New |
| Dark Forest Capital Management LP | 6,967 | $351.7K | 0.06% | +6,967 | New |
| Oregon Public Employees Retirement Fund | 6,861 | $346.3K | 0.01% | −800−10.4% | Reduced |
| Alps Advisors Inc | 6,837 | $345.1K | 0.00% | +398+6.2% | Added |
| Everence Capital Management Inc | 6,750 | $341.0K | 0.02% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 6,367 | $321.4K | 0.00% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 6,250 | $315.0K | 0.00% | 00.0% | Unchanged |
| Deerfield Management Company, L.P. (Series C) | 6,188 | $312.4K | 0.01% | +6,188 | New |
| US Bancorp | 6,125 | $309.2K | 0.00% | −10,205−62.5% | Reduced |
| Point72 Asset Management, L.P. | 5,700 | $287.7K | 0.00% | +1,400+32.6% | Added |
| DekaBank Deutsche Girozentrale | 5,646 | $283.0K | 0.00% | 00.0% | Unchanged |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 5,505 | $277.9K | 0.00% | −145−2.6% | Reduced |
| Allspring Global Investments Holdings, LLC | 5,498 | $277.5K | 0.00% | +556+11.3% | Added |
| 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 |
| Cambria Investment Management, L.P. | 5,359 | $270.5K | 0.02% | −5,108−48.8% | Reduced |
| ProShare Advisors LLC | 5,247 | $264.9K | 0.00% | +346+7.1% | Added |
| Verition Fund Management LLC | 4,919 | $248.3K | 0.00% | +4,919 | New |
| Carmel Capital Partners, LLC | 4,831 | $243.9K | 0.10% | 00.0% | Unchanged |
| Y-Intercept (Hong Kong) Ltd | 4,774 | $241.0K | 0.02% | −1,644−25.6% | Reduced |
| Versor Investments LP | 4,770 | $240.8K | 0.05% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 4,691 | $236.0K | 0.00% | +9+0.2% | Added |
| Steward Partners Investment Advisory, LLC | 4,643 | $234.4K | 0.00% | −200−4.1% | Reduced |
| Schonfeld Strategic Advisors LLC | 4,580 | $231.2K | 0.00% | +4,580 | New |
| Handelsbanken Fonder AB | 4,500 | $227.0K | 0.00% | 00.0% | Unchanged |
| Mutual of America Capital Management LLC | 4,392 | $221.7K | 0.00% | −191−4.2% | Reduced |
| Amundi | 4,274 | $209.4K | 0.00% | +938+28.1% | Added |
| AQR Capital Management LLC | 4,037 | $203.8K | 0.00% | +4,037 | New |
| Corton Capital Inc. | 4,019 | $202.9K | 0.07% | +4,019 | New |
| nVerses Capital, LLC | 3,700 | $186.8K | 0.45% | +3,700 | New |
| SG Americas Securities, LLC | 3,225 | $163.0K | 0.00% | +104+3.3% | Added |
| Point72 Asia (Singapore) Pte. Ltd. | 3,191 | $161.1K | 0.04% | +1,397+77.9% | Added |
| Advisor Group Holdings, Inc. | 3,161 | $159.6K | 0.00% | −247−7.2% | Reduced |
| Point72 (DIFC) Ltd | 3,042 | $153.6K | 0.01% | +3,042 | New |
| City State Bank | 2,890 | $146.0K | 0.06% | −326−10.1% | Reduced |
| Ameritas Investment Partners, Inc. | 2,730 | $137.8K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 2,535 | $128.1K | 0.00% | 00.0% | Unchanged |
| South Dakota Investment Council | 2,502 | $126.0K | 0.00% | −400−13.8% | Reduced |
| Royal Bank of Canada | 2,425 | $122.0K | 0.00% | −9,965−80.4% | Reduced |
| The PNC Financial Services Group, Inc. | 2,216 | $111.9K | 0.00% | 00.0% | Unchanged |
| Shell Asset Management Co | 1,853 | $105.0K | 0.00% | −130−6.6% | Reduced |
| Vestcor Inc | 1,954 | $99.0K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 1,641 | $82.8K | 0.00% | −2,921−64.0% | Reduced |
| Proequities, Inc. | 1,440 | $72.8K | 0.00% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 1,425 | $71.9K | 0.00% | −52−3.5% | Reduced |
| Brown Brothers Harriman & Co | 1,372 | $69.3K | 0.00% | −733−34.8% | Reduced |
| EntryPoint Capital, LLC | 1,176 | $59.4K | 0.05% | +1,176 | New |
| Catalyst Funds Management Pty Ltd | 1,000 | $50.5K | 0.01% | +1,000 | New |