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, Q3 2024
Institutional positions in Pathward Financial, Inc. as of Sep 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
- 255
- +29 vs. Q2 2024
- Shares held
- 22.5M
- +4.09M (+22.2%) vs. Q2 2024
- Total value
- $1.51B
- +$458.4M (+43.5%) vs. Q2 2024
- New holders
- 46
- 81 more added
- Sold out
- 17
- 96 more reduced
3 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2024
Shares, value and share of portfolio for each institution holding Pathward Financial, Inc.; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Huntington National Bank | 1 | $66 | 0.00% | 00.0% | Unchanged |
| Mendota Financial Group, LLC | 1 | $67 | 0.00% | +1 | New |
| Larson Financial Group LLC | 2 | $132 | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 3 | $199 | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 17 | $1.12K | 0.00% | +17 | New |
| Rothschild Investment LLC | 20 | $1.32K | 0.00% | +15+300.0% | Added |
| Principal Securities, Inc. | 21 | $1.39K | 0.00% | −195−90.3% | Reduced |
| Quadrant Capital Group LLC | 23 | $1.52K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 25 | $1.63K | 0.00% | +25 | New |
| Fifth Third Bancorp | 26 | $1.72K | 0.00% | +19+271.4% | Added |
| Capital Performance Advisors LLP | 30 | $1.98K | 0.00% | +30 | New |
| Ronald Blue Trust, Inc. | 47 | $2.66K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 45 | $2.97K | 0.00% | −105−70.0% | Reduced |
| Bessemer Group Inc | 40 | $3.00K | 0.00% | +40 | New |
| Fortitude Family Office, LLC | 57 | $3.76K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 60 | $3.96K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 69 | $4.55K | 0.00% | +35+102.9% | Added |
| Sterling Capital Management LLC | 71 | $4.69K | 0.00% | +71 | New |
| Massmutual Trust Co FSB | 82 | $5.41K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 83 | $6.61K | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 133 | $8.67K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 137 | $8.93K | 0.00% | +29+26.9% | Added |
| Covestor Ltd | 173 | $11.0K | 0.01% | −53−23.5% | Reduced |
| Simplex Trading, LLC | 167 | $11.0K | 0.00% | +167 | New |
| Northwestern Mutual Wealth Management Co | 200 | $13.2K | 0.00% | +200 | New |
| Promethos Capital, LLC | 250 | $16.5K | 0.01% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 293 | $19.3K | 0.05% | 00.0% | Unchanged |
| Picton Mahoney Asset Management | 317 | $21.0K | 0.00% | +142+81.1% | Added |
| Federation des caisses Desjardins du Quebec | 350 | $23.1K | 0.00% | +350 | New |
| Public Employees Retirement System of Ohio | 365 | $24.1K | 0.00% | −10−2.7% | Reduced |
| Gladius Capital Management LP | 381 | $25.1K | 0.02% | −164−30.1% | Reduced |
| Quarry LP | 394 | $26.0K | 0.01% | −125−24.1% | Reduced |
| GAMMA Investing LLC | 413 | $27.3K | 0.00% | −10−2.4% | Reduced |
| Financial Management Professionals, Inc. | 438 | $29.0K | 0.00% | +438 | New |
| Point72 (DIFC) Ltd | 530 | $35.0K | 0.00% | +530 | New |
| Acadian Asset Management LLC | 531 | $35.0K | 0.00% | +531 | New |
| RMR Wealth Builders | 21,459 | $40.0K | 0.00% | +8,059+60.1% | Added |
| CWM, LLC | 601 | $40.0K | 0.00% | +104+20.9% | Added |
| Harvest Fund Management Co., Ltd | 729 | $48.0K | 0.00% | 00.0% | Unchanged |
| Catalyst Funds Management Pty Ltd | 800 | $52.8K | 0.01% | +600+300.0% | Added |
| USA Financial Portformulas Corp | 846 | $55.8K | 0.01% | +846 | New |
| Globeflex Capital L P | 864 | $57.0K | 0.01% | 00.0% | Unchanged |
| First Community Trust NA | 900 | $59.4K | 0.05% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 905 | $59.7K | 0.00% | +237+35.5% | Added |
| Disciplina Capital Management LLC | 948 | $62.6K | 0.01% | +948 | New |
| KBC Group NV | 972 | $64.0K | 0.00% | 00.0% | Unchanged |
| nVerses Capital, LLC | 1,200 | $79.2K | 0.04% | +1,200 | New |
| Brown Brothers Harriman & Co | 1,372 | $90.6K | 0.00% | 00.0% | Unchanged |
| Point72 Asia (Singapore) Pte. Ltd. | 1,421 | $93.8K | 0.02% | +1,421 | New |
| Proequities, Inc. | 1,440 | $95.1K | 0.01% | 00.0% | Unchanged |
| Shell Asset Management Co | 1,758 | $116.0K | 0.01% | +1,758 | New |
| Nisa Investment Advisors, LLC | 2,034 | $134.4K | 0.00% | −498−19.7% | Reduced |
| The PNC Financial Services Group, Inc. | 2,119 | $139.9K | 0.00% | −78−3.6% | Reduced |
| South Dakota Investment Council | 2,502 | $165.0K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 2,503 | $165.2K | 0.01% | 00.0% | Unchanged |
| City State Bank | 2,740 | $180.9K | 0.07% | 00.0% | Unchanged |
| LMR Partners LLP | 3,122 | $206.1K | 0.00% | +3,122 | New |
| Schechter Investment Advisors, LLC | 3,180 | $209.9K | 0.02% | +3,180 | New |
| SG Americas Securities, LLC | 3,211 | $212.0K | 0.00% | −4,340−57.5% | Reduced |
| Centiva Capital, LP | 3,221 | $212.6K | 0.01% | −944−22.7% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 3,354 | $221.4K | 0.00% | +3,354 | New |
| O'Shaughnessy Asset Management, LLC | 3,049 | $224.8K | 0.00% | +3,049 | New |
| Mutual of America Capital Management LLC | 3,757 | $248.0K | 0.00% | −397−9.6% | Reduced |
| Bryn Mawr Trust Co | 4,000 | $264.0K | 0.00% | +4,000 | New |
| SageView Advisory Group, LLC | 4,134 | $272.9K | 0.01% | −3,835−48.1% | Reduced |
| Entropy Technologies, LP | 4,149 | $273.9K | 0.03% | +4,149 | New |
| Mesirow Financial Investment Management, Inc. | 4,249 | $280.5K | 0.01% | +4,249 | New |
| Amundi | 4,397 | $299.6K | 0.00% | +708+19.2% | Added |
| Brevan Howard Capital Management LP | 4,574 | $301.9K | 0.01% | +4,574 | New |
| Carmel Capital Partners, LLC | 4,708 | $310.8K | 0.12% | −121−2.5% | Reduced |
| Atria Investments LLC | 4,720 | $311.6K | 0.00% | +92+2.0% | Added |
| Aquatic Capital Management LLC | 4,800 | $316.8K | 0.01% | +3,800+380.0% | Added |
| Inspire Advisors, LLC | 4,935 | $325.8K | 0.04% | +4,935 | New |
| Royal Bank of Canada | 5,005 | $330.0K | 0.00% | +662+15.2% | Added |
| Venture Visionary Partners LLC | 5,000 | $330.1K | 0.01% | −800−13.8% | Reduced |
| Steward Partners Investment Advisory, LLC | 5,065 | $334.4K | 0.00% | +422+9.1% | Added |
| ProShare Advisors LLC | 5,242 | $346.0K | 0.00% | +1,241+31.0% | Added |
| Alps Advisors Inc | 5,273 | $348.1K | 0.00% | −1,533−22.5% | Reduced |
| Handelsbanken Fonder AB | 5,300 | $350.0K | 0.00% | +800+17.8% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 5,339 | $352.4K | 0.00% | −106−1.9% | Reduced |
| Tower Research Capital LLC (TRC) | 5,388 | $355.7K | 0.01% | −12,702−70.2% | Reduced |
| DekaBank Deutsche Girozentrale | 5,646 | $365.0K | 0.00% | 00.0% | Unchanged |
| Cambria Investment Management, L.P. | 5,571 | $367.7K | 0.02% | −1,722−23.6% | Reduced |
| Corsair Capital Management, L.P. | 5,797 | $382.7K | 0.09% | −4,000−40.8% | Reduced |
| Oregon Public Employees Retirement Fund | 5,861 | $386.9K | 0.01% | −300−4.9% | Reduced |
| Cetera Investment Advisers | 5,936 | $391.9K | 0.00% | +1,189+25.0% | Added |
| West Tower Group, LLC | 5,990 | $395.4K | 0.84% | −2,500−29.4% | Reduced |
| HighTower Advisors, LLC | 6,032 | $397.0K | 0.00% | +393+7.0% | Added |
| Brinker Capital Investments, LLC | 6,308 | $416.4K | 0.00% | +1,350+27.2% | Added |
| Orion Portfolio Solutions, LLC | 6,308 | $416.4K | 0.00% | +1,350+27.2% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 6,367 | $420.3K | 0.00% | 00.0% | Unchanged |
| Squarepoint Ops LLC | 6,430 | $424.4K | 0.00% | −9,840−60.5% | Reduced |
| Advisor Group Holdings, Inc. | 6,560 | $433.0K | 0.00% | +4,778+268.1% | Added |
| Everence Capital Management Inc | 6,750 | $446.0K | 0.03% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 6,963 | $459.6K | 0.00% | −517−6.9% | Reduced |
| AQR Capital Management LLC | 6,996 | $461.8K | 0.00% | −2,943−29.6% | Reduced |
| State of Tennessee, Treasury Department | 7,072 | $466.8K | 0.00% | −5,220−42.5% | Reduced |
| HSBC Holdings PLC | 7,112 | $472.6K | 0.00% | +7,112 | New |
| Los Angeles Capital Management LLC | 7,214 | $476.2K | 0.00% | +7,214 | New |
| Arizona State Retirement System | 7,277 | $480.4K | 0.00% | +141+2.0% | Added |