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, Q2 2024
Institutional positions in Pathward Financial, Inc. as of Jun 30, 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
- 229
- 0 vs. Q1 2024
- Shares held
- 22.1M
- −99.9K (−0.5%) vs. Q1 2024
- Total value
- $1.26B
- +$115.2M (+10.0%) vs. Q1 2024
- New holders
- 33
- 76 more added
- Sold out
- 33
- 86 more reduced
3 institutions that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2024: 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, Q2 2024
Shares, value and share of portfolio for each institution holding Pathward Financial, Inc.; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Camelot Portfolios, LLC | 1 | $28 | 0.00% | +1 | New |
| Huntington National Bank | 1 | $57 | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 2 | $113 | 0.00% | +2 | New |
| Parkside Financial Bank & Trust | 3 | $170 | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 5 | $283 | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 7 | $396 | 0.00% | +7 | New |
| Farther Finance Advisors, LLC | 8 | $458 | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 23 | $1.30K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 34 | $1.92K | 0.00% | +21+161.5% | Added |
| Ronald Blue Trust, Inc. | 47 | $2.37K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 57 | $3.22K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 60 | $3.40K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 75 | $4.24K | 0.00% | +75 | New |
| Massmutual Trust Co FSB | 82 | $4.64K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 83 | $4.67K | 0.00% | +83 | New |
| Smartleaf Asset Management LLC | 108 | $6.05K | 0.00% | +108 | New |
| Coppell Advisory Solutions LLC | 133 | $7.52K | 0.00% | +133 | New |
| Global Retirement Partners, LLC | 150 | $8.49K | 0.00% | +150 | New |
| Picton Mahoney Asset Management | 175 | $10.0K | 0.00% | +175 | New |
| Dunhill Financial, LLC | 184 | $10.4K | 0.01% | +184 | New |
| Catalyst Funds Management Pty Ltd | 200 | $11.3K | 0.00% | −800−80.0% | Reduced |
| Principal Securities, Inc. | 216 | $12.2K | 0.00% | +195+928.6% | Added |
| Covestor Ltd | 226 | $13.0K | 0.01% | −17−7.0% | Reduced |
| Promethos Capital, LLC | 250 | $14.1K | 0.01% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 293 | $16.6K | 0.03% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 375 | $21.2K | 0.00% | +8+2.2% | Added |
| GAMMA Investing LLC | 423 | $23.9K | 0.00% | +3+0.7% | Added |
| Institutional & Family Asset Management, LLC | 450 | $25.5K | 0.00% | 00.0% | Unchanged |
| Opal Wealth Advisors, LLC | 450 | $25.5K | 0.01% | +450 | New |
| CWM, LLC | 497 | $28.0K | 0.00% | +78+18.6% | Added |
| RMR Wealth Builders | 13,400 | $29.2K | 0.00% | +13,400 | New |
| Quarry LP | 519 | $29.4K | 0.01% | +419+419.0% | Added |
| Gladius Capital Management LP | 545 | $30.8K | 0.03% | +545 | New |
| Federated Hermes, Inc. | 668 | $37.8K | 0.00% | −29−4.2% | Reduced |
| Harvest Fund Management Co., Ltd | 729 | $41.0K | 0.00% | 00.0% | Unchanged |
| Globeflex Capital L P | 864 | $48.9K | 0.01% | 00.0% | Unchanged |
| First Community Trust NA | 900 | $50.9K | 0.04% | 00.0% | Unchanged |
| KBC Group NV | 972 | $55.0K | 0.00% | 00.0% | Unchanged |
| Aquatic Capital Management LLC | 1,000 | $56.6K | 0.00% | +400+66.7% | Added |
| Brown Brothers Harriman & Co | 1,372 | $77.6K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 1,440 | $81.5K | 0.01% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 1,782 | $100.8K | 0.00% | −1,379−43.6% | Reduced |
| The PNC Financial Services Group, Inc. | 2,197 | $124.3K | 0.00% | −19−0.9% | Reduced |
| Ameritas Investment Partners, Inc. | 2,503 | $141.6K | 0.00% | −227−8.3% | Reduced |
| South Dakota Investment Council | 2,502 | $142.0K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 2,532 | $143.4K | 0.00% | −3−0.1% | Reduced |
| City State Bank | 2,740 | $155.0K | 0.06% | −150−5.2% | Reduced |
| Walleye Capital LLC | 3,685 | $208.5K | 0.00% | +3,685 | New |
| Amundi | 3,689 | $212.0K | 0.00% | −585−13.7% | Reduced |
| ProShare Advisors LLC | 4,001 | $226.3K | 0.00% | −1,246−23.7% | Reduced |
| Mutual of America Capital Management LLC | 4,154 | $235.0K | 0.00% | −238−5.4% | Reduced |
| Centiva Capital, LP | 4,165 | $235.6K | 0.01% | +4,165 | New |
| Royal Bank of Canada | 4,343 | $246.0K | 0.00% | +1,918+79.1% | Added |
| Handelsbanken Fonder AB | 4,500 | $255.0K | 0.00% | 00.0% | Unchanged |
| Atria Investments LLC | 4,628 | $261.8K | 0.00% | +4,628 | New |
| Steward Partners Investment Advisory, LLC | 4,643 | $262.7K | 0.00% | 00.0% | Unchanged |
| Cetera Investment Advisers | 4,747 | $268.6K | 0.00% | +4,747 | New |
| Carmel Capital Partners, LLC | 4,829 | $273.2K | 0.12% | −20.0% | Reduced |
| Victory Capital Management Inc | 4,864 | $275.2K | 0.00% | −4,776−49.5% | Reduced |
| Brinker Capital Investments, LLC | 4,958 | $280.5K | 0.00% | −528−9.6% | Reduced |
| Orion Portfolio Solutions, LLC | 4,958 | $280.5K | 0.00% | −528−9.6% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 5,445 | $308.0K | 0.00% | −60−1.1% | Reduced |
| DekaBank Deutsche Girozentrale | 5,646 | $315.0K | 0.00% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 5,639 | $318.0K | 0.00% | +948+20.2% | Added |
| Venture Visionary Partners LLC | 5,800 | $328.1K | 0.02% | −2,500−30.1% | Reduced |
| Everence Capital Management Inc | 6,750 | $340.0K | 0.02% | 00.0% | Unchanged |
| Oregon Public Employees Retirement Fund | 6,161 | $348.5K | 0.01% | −700−10.2% | Reduced |
| Quest Partners LLC | 6,351 | $359.3K | 0.05% | −2,997−32.1% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 6,367 | $360.2K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 6,378 | $360.8K | 0.00% | +253+4.1% | Added |
| Alps Advisors Inc | 6,806 | $385.0K | 0.00% | −31−0.5% | Reduced |
| Arizona State Retirement System | 7,136 | $403.7K | 0.00% | −6−0.1% | Reduced |
| Cambria Investment Management, L.P. | 7,293 | $412.6K | 0.03% | +1,934+36.1% | Added |
| XTX Topco Ltd | 7,329 | $414.6K | 0.04% | +7,329 | New |
| Harbor Capital Advisors, Inc. | 7,419 | $420.0K | 0.03% | +397+5.7% | Added |
| Allspring Global Investments Holdings, LLC | 7,480 | $423.1K | 0.00% | +1,982+36.0% | Added |
| SG Americas Securities, LLC | 7,551 | $427.0K | 0.00% | +4,326+134.1% | Added |
| Gsa Capital Partners LLP | 7,594 | $430.0K | 0.03% | −25,284−76.9% | Reduced |
| State Board of Administration of Florida Retirement System | 7,653 | $432.9K | 0.00% | −3,310−30.2% | Reduced |
| Amalgamated Bank | 7,750 | $438.0K | 0.00% | −81−1.0% | Reduced |
| SageView Advisory Group, LLC | 7,969 | $450.8K | 0.02% | +7,969 | New |
| Diversified Trust Co | 8,167 | $462.0K | 0.01% | +390+5.0% | Added |
| CenterBook Partners LP | 8,340 | $471.8K | 0.03% | +8,340 | New |
| Boothbay Fund Management, LLC | 8,432 | $477.0K | 0.02% | −4,517−34.9% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 8,472 | $479.3K | 0.00% | +8,472 | New |
| West Tower Group, LLC | 8,490 | $480.3K | 1.30% | 00.0% | Unchanged |
| Voya Investment Management LLC | 8,580 | $485.4K | 0.00% | −18−0.2% | Reduced |
| Maryland State Retirement & Pension System | 8,811 | $498.4K | 0.01% | −374−4.1% | Reduced |
| Sigma Planning Corp | 9,182 | $519.4K | 0.02% | −277−2.9% | Reduced |
| Teachers Retirement System of the State of Kentucky | 9,407 | $533.0K | 0.00% | 00.0% | Unchanged |
| Schonfeld Strategic Advisors LLC | 9,490 | $536.8K | 0.00% | +4,910+107.2% | Added |
| Janney Montgomery Scott LLC | 9,503 | $538.0K | 0.00% | +9,503 | New |
| Stifel Financial Corp | 9,532 | $539.2K | 0.00% | −28−0.3% | Reduced |
| Price T Rowe Associates Inc | 9,689 | $549.0K | 0.00% | +509+5.5% | Added |
| Raymond James & Associates | 9,707 | $549.1K | 0.00% | −751−7.2% | Reduced |
| Csenge Advisory Group | 9,719 | $549.8K | 0.03% | +10+0.1% | Added |
| Corsair Capital Management, L.P. | 9,797 | $554.2K | 0.16% | −69−0.7% | Reduced |
| AQR Capital Management LLC | 9,939 | $562.3K | 0.00% | +5,902+146.2% | Added |
| Tudor Investment Corp Et Al | 10,067 | $569.5K | 0.01% | −5,589−35.7% | Reduced |
| Yousif Capital Management, LLC | 10,175 | $575.6K | 0.01% | −1,407−12.1% | Reduced |