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 |
|---|---|---|---|---|---|
| SummerHaven Investment Management, LLC | 14,728 | $833.2K | 0.55% | +288+2.0% | Added |
| Ensign Peak Advisors, Inc | 14,718 | $832.6K | 0.00% | 00.0% | Unchanged |
| MetLife Investment Management | 14,316 | $809.9K | 0.00% | +1,425+11.1% | Added |
| Cynosure Management, LLC | 14,134 | $799.6K | 0.13% | +1,088+8.3% | Added |
| Susquehanna International Group, LLP | 13,934 | $788.2K | 0.00% | +1,337+10.6% | Added |
| Envestnet Asset Management Inc | 13,671 | $773.4K | 0.00% | +1,489+12.2% | Added |
| Illinois Municipal Retirement Fund | 13,641 | $771.7K | 0.01% | −1,259−8.4% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 13,016 | $736.3K | 0.00% | +13,016 | New |
| Manufacturers Life Insurance Company, The | 12,803 | $724.3K | 0.00% | +315+2.5% | Added |
| Louisiana State Employees Retirement System | 12,700 | $718.4K | 0.01% | +100+0.8% | Added |
| Royce & Associates LP | 12,614 | $713.6K | 0.01% | +5,039+66.5% | Added |
| TD Asset Management Inc | 12,500 | $707.1K | 0.00% | −2,400−16.1% | Reduced |
| State of Tennessee, Treasury Department | 12,292 | $695.4K | 0.00% | +4,786+63.8% | Added |
| Glenmede Trust Co NA | 12,016 | $679.7K | 0.00% | +158+1.3% | Added |
| United Capital Financial Advisers, LLC | 12,014 | $679.6K | 0.01% | −30.0% | Reduced |
| Deutsche Bank AG | 11,413 | $645.6K | 0.00% | −1,884−14.2% | Reduced |
| SEI Investments Co | 11,185 | $632.7K | 0.00% | −4,430−28.4% | Reduced |
| Lazard Asset Management LLC | 11,051 | $624.0K | 0.00% | +4,801+76.8% | Added |
| Intech Investment Management LLC | 10,874 | $615.1K | 0.01% | +10,874 | New |
| Comerica Bank | 10,820 | $612.1K | 0.00% | −30,268−73.7% | Reduced |
| Wells Fargo & Company | 10,816 | $611.9K | 0.00% | +1,414+15.0% | Added |
| Verition Fund Management LLC | 10,731 | $607.1K | 0.00% | +5,812+118.2% | Added |
| Quantbot Technologies LP | 10,501 | $594.0K | 0.03% | −4,695−30.9% | Reduced |
| Bokf, NA | 10,399 | $588.3K | 0.01% | −884−7.8% | Reduced |
| Clear Harbor Asset Management, LLC | 10,324 | $584.0K | 0.05% | −20−0.2% | Reduced |
| Yousif Capital Management, LLC | 10,175 | $575.6K | 0.01% | −1,407−12.1% | Reduced |
| Tudor Investment Corp Et Al | 10,067 | $569.5K | 0.01% | −5,589−35.7% | Reduced |
| AQR Capital Management LLC | 9,939 | $562.3K | 0.00% | +5,902+146.2% | Added |
| Corsair Capital Management, L.P. | 9,797 | $554.2K | 0.16% | −69−0.7% | Reduced |
| Csenge Advisory Group | 9,719 | $549.8K | 0.03% | +10+0.1% | Added |
| Raymond James & Associates | 9,707 | $549.1K | 0.00% | −751−7.2% | Reduced |
| Price T Rowe Associates Inc | 9,689 | $549.0K | 0.00% | +509+5.5% | Added |
| Stifel Financial Corp | 9,532 | $539.2K | 0.00% | −28−0.3% | Reduced |
| Janney Montgomery Scott LLC | 9,503 | $538.0K | 0.00% | +9,503 | New |
| Schonfeld Strategic Advisors LLC | 9,490 | $536.8K | 0.00% | +4,910+107.2% | Added |
| Teachers Retirement System of the State of Kentucky | 9,407 | $533.0K | 0.00% | 00.0% | Unchanged |
| Sigma Planning Corp | 9,182 | $519.4K | 0.02% | −277−2.9% | Reduced |
| Maryland State Retirement & Pension System | 8,811 | $498.4K | 0.01% | −374−4.1% | Reduced |
| Voya Investment Management LLC | 8,580 | $485.4K | 0.00% | −18−0.2% | Reduced |
| West Tower Group, LLC | 8,490 | $480.3K | 1.30% | 00.0% | Unchanged |
| Connor, Clark & Lunn Investment Management Ltd. | 8,472 | $479.3K | 0.00% | +8,472 | New |
| Boothbay Fund Management, LLC | 8,432 | $477.0K | 0.02% | −4,517−34.9% | Reduced |
| CenterBook Partners LP | 8,340 | $471.8K | 0.03% | +8,340 | New |
| Diversified Trust Co | 8,167 | $462.0K | 0.01% | +390+5.0% | Added |
| SageView Advisory Group, LLC | 7,969 | $450.8K | 0.02% | +7,969 | New |
| Amalgamated Bank | 7,750 | $438.0K | 0.00% | −81−1.0% | Reduced |
| State Board of Administration of Florida Retirement System | 7,653 | $432.9K | 0.00% | −3,310−30.2% | Reduced |
| Gsa Capital Partners LLP | 7,594 | $430.0K | 0.03% | −25,284−76.9% | Reduced |
| SG Americas Securities, LLC | 7,551 | $427.0K | 0.00% | +4,326+134.1% | Added |
| Allspring Global Investments Holdings, LLC | 7,480 | $423.1K | 0.00% | +1,982+36.0% | Added |
| Harbor Capital Advisors, Inc. | 7,419 | $420.0K | 0.03% | +397+5.7% | Added |
| XTX Topco Ltd | 7,329 | $414.6K | 0.04% | +7,329 | New |
| Cambria Investment Management, L.P. | 7,293 | $412.6K | 0.03% | +1,934+36.1% | Added |
| Arizona State Retirement System | 7,136 | $403.7K | 0.00% | −6−0.1% | Reduced |
| Alps Advisors Inc | 6,806 | $385.0K | 0.00% | −31−0.5% | Reduced |
| US Bancorp | 6,378 | $360.8K | 0.00% | +253+4.1% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 6,367 | $360.2K | 0.00% | 00.0% | Unchanged |
| Quest Partners LLC | 6,351 | $359.3K | 0.05% | −2,997−32.1% | Reduced |
| Oregon Public Employees Retirement Fund | 6,161 | $348.5K | 0.01% | −700−10.2% | Reduced |
| Everence Capital Management Inc | 6,750 | $340.0K | 0.02% | 00.0% | Unchanged |
| Venture Visionary Partners LLC | 5,800 | $328.1K | 0.02% | −2,500−30.1% | Reduced |
| HighTower Advisors, LLC | 5,639 | $318.0K | 0.00% | +948+20.2% | Added |
| DekaBank Deutsche Girozentrale | 5,646 | $315.0K | 0.00% | 00.0% | Unchanged |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 5,445 | $308.0K | 0.00% | −60−1.1% | 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 |
| Victory Capital Management Inc | 4,864 | $275.2K | 0.00% | −4,776−49.5% | Reduced |
| Carmel Capital Partners, LLC | 4,829 | $273.2K | 0.12% | −20.0% | Reduced |
| Cetera Investment Advisers | 4,747 | $268.6K | 0.00% | +4,747 | New |
| Steward Partners Investment Advisory, LLC | 4,643 | $262.7K | 0.00% | 00.0% | Unchanged |
| Atria Investments LLC | 4,628 | $261.8K | 0.00% | +4,628 | New |
| Handelsbanken Fonder AB | 4,500 | $255.0K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 4,343 | $246.0K | 0.00% | +1,918+79.1% | Added |
| Centiva Capital, LP | 4,165 | $235.6K | 0.01% | +4,165 | New |
| Mutual of America Capital Management LLC | 4,154 | $235.0K | 0.00% | −238−5.4% | Reduced |
| ProShare Advisors LLC | 4,001 | $226.3K | 0.00% | −1,246−23.7% | Reduced |
| Amundi | 3,689 | $212.0K | 0.00% | −585−13.7% | Reduced |
| Walleye Capital LLC | 3,685 | $208.5K | 0.00% | +3,685 | New |
| City State Bank | 2,740 | $155.0K | 0.06% | −150−5.2% | Reduced |
| Nisa Investment Advisors, LLC | 2,532 | $143.4K | 0.00% | −3−0.1% | Reduced |
| South Dakota Investment Council | 2,502 | $142.0K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 2,503 | $141.6K | 0.00% | −227−8.3% | Reduced |
| The PNC Financial Services Group, Inc. | 2,197 | $124.3K | 0.00% | −19−0.9% | Reduced |
| Advisor Group Holdings, Inc. | 1,782 | $100.8K | 0.00% | −1,379−43.6% | Reduced |
| Proequities, Inc. | 1,440 | $81.5K | 0.01% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 1,372 | $77.6K | 0.00% | 00.0% | Unchanged |
| Aquatic Capital Management LLC | 1,000 | $56.6K | 0.00% | +400+66.7% | Added |
| KBC Group NV | 972 | $55.0K | 0.00% | 00.0% | Unchanged |
| First Community Trust NA | 900 | $50.9K | 0.04% | 00.0% | Unchanged |
| Globeflex Capital L P | 864 | $48.9K | 0.01% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 729 | $41.0K | 0.00% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 668 | $37.8K | 0.00% | −29−4.2% | Reduced |
| Gladius Capital Management LP | 545 | $30.8K | 0.03% | +545 | New |
| Quarry LP | 519 | $29.4K | 0.01% | +419+419.0% | Added |
| RMR Wealth Builders | 13,400 | $29.2K | 0.00% | +13,400 | New |
| CWM, LLC | 497 | $28.0K | 0.00% | +78+18.6% | 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 |
| GAMMA Investing LLC | 423 | $23.9K | 0.00% | +3+0.7% | Added |
| Public Employees Retirement System of Ohio | 375 | $21.2K | 0.00% | +8+2.2% | Added |