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 |
|---|---|---|---|---|---|
| Glenmede Trust Co NA | 16,351 | $1.08M | 0.01% | +4,335+36.1% | Added |
| Pacific Ridge Capital Partners, LLC | 16,317 | $1.08M | 0.26% | −5,560−25.4% | Reduced |
| Bokf, NA | 15,492 | $1.00M | 0.02% | +5,093+49.0% | Added |
| Mercer Global Advisors Inc | 15,083 | $973.4K | 0.00% | +27+0.2% | Added |
| Ensign Peak Advisors, Inc | 14,718 | $971.5K | 0.00% | 00.0% | Unchanged |
| Comerica Bank | 14,566 | $961.5K | 0.00% | +3,746+34.6% | Added |
| Corebridge Financial, Inc. | 14,424 | $952.1K | 0.01% | −385−2.6% | Reduced |
| State of Alaska, Department of Revenue | 14,273 | $942.0K | 0.01% | −565−3.8% | Reduced |
| Price T Rowe Associates Inc | 14,214 | $939.0K | 0.00% | +4,525+46.7% | Added |
| MetLife Investment Management | 14,209 | $937.9K | 0.01% | −107−0.7% | Reduced |
| Illinois Municipal Retirement Fund | 13,858 | $914.8K | 0.01% | +217+1.6% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 13,759 | $908.2K | 0.00% | +743+5.7% | Added |
| Wedge Capital Management L L P | 13,393 | $884.1K | 0.02% | +13,393 | New |
| Engineers Gate Manager LP | 13,305 | $878.3K | 0.02% | −14,444−52.1% | Reduced |
| SummerHaven Investment Management, LLC | 13,090 | $864.1K | 0.53% | −1,638−11.1% | Reduced |
| Royce & Associates LP | 12,614 | $832.6K | 0.01% | 00.0% | Unchanged |
| Manufacturers Life Insurance Company, The | 12,419 | $819.8K | 0.00% | −384−3.0% | Reduced |
| Susquehanna International Group, LLP | 12,133 | $800.9K | 0.00% | −1,801−12.9% | Reduced |
| Louisiana State Employees Retirement System | 12,100 | $798.7K | 0.01% | −600−4.7% | Reduced |
| Lazard Asset Management LLC | 11,943 | $786.0K | 0.00% | +892+8.1% | Added |
| Quest Partners LLC | 11,597 | $765.5K | 0.07% | +5,246+82.6% | Added |
| Danske Bank A/S | 11,573 | $763.9K | 0.00% | +11,573 | New |
| Quantbot Technologies LP | 11,571 | $763.8K | 0.03% | +1,070+10.2% | Added |
| Intech Investment Management LLC | 11,453 | $756.0K | 0.01% | +579+5.3% | Added |
| Wells Fargo & Company | 11,016 | $727.2K | 0.00% | +200+1.8% | Added |
| Toroso Investments, LLC | 10,984 | $725.1K | 0.01% | +10,984 | New |
| Cynosure Management, LLC | 10,892 | $719.0K | 0.10% | −3,242−22.9% | Reduced |
| Dynamic Technology Lab Private Ltd | 10,879 | $718.0K | 0.08% | +10,879 | New |
| United Capital Financial Advisers, LLC | 10,814 | $713.8K | 0.01% | −1,200−10.0% | Reduced |
| Verition Fund Management LLC | 10,361 | $683.9K | 0.00% | −370−3.4% | Reduced |
| Clear Harbor Asset Management, LLC | 10,354 | $683.5K | 0.06% | +30+0.3% | Added |
| Trexquant Investment LP | 10,208 | $673.8K | 0.01% | −45,751−81.8% | Reduced |
| Unison Advisors LLC | 10,200 | $673.3K | 0.08% | +10,200 | New |
| Yousif Capital Management, LLC | 9,770 | $644.9K | 0.01% | −405−4.0% | Reduced |
| Teachers Retirement System of the State of Kentucky | 9,407 | $621.0K | 0.01% | 00.0% | Unchanged |
| Sigma Planning Corp | 9,151 | $604.1K | 0.02% | −31−0.3% | Reduced |
| US Bancorp | 8,896 | $587.2K | 0.00% | +2,518+39.5% | Added |
| Maryland State Retirement & Pension System | 8,434 | $556.7K | 0.01% | −377−4.3% | Reduced |
| Csenge Advisory Group | 7,444 | $550.7K | 0.03% | −2,275−23.4% | Reduced |
| Voya Investment Management LLC | 8,210 | $541.9K | 0.00% | −370−4.3% | Reduced |
| Quadrature Capital Ltd | 8,167 | $539.0K | 0.01% | −8,142−49.9% | Reduced |
| Diversified Trust Co | 8,144 | $537.6K | 0.01% | −23−0.3% | Reduced |
| Citadel Advisors LLC | 8,140 | $537.3K | 0.00% | −89,664−91.7% | Reduced |
| Schonfeld Strategic Advisors LLC | 7,970 | $526.1K | 0.00% | −1,520−16.0% | Reduced |
| Sherbrooke Park Advisers LLC | 7,879 | $520.1K | 0.12% | +7,879 | New |
| State Board of Administration of Florida Retirement System | 7,653 | $505.2K | 0.00% | 00.0% | Unchanged |
| Stifel Financial Corp | 7,612 | $502.4K | 0.00% | −1,920−20.1% | Reduced |
| Raymond James & Associates | 7,554 | $498.7K | 0.00% | −2,153−22.2% | Reduced |
| Harbor Capital Advisors, Inc. | 7,493 | $495.0K | 0.02% | +74+1.0% | Added |
| Amalgamated Bank | 7,451 | $492.0K | 0.00% | −299−3.9% | Reduced |
| Quantedge Capital Pte Ltd | 7,400 | $488.5K | 0.15% | +7,400 | New |
| Allianz Asset Management GmbH | 7,300 | $481.9K | 0.00% | +7,300 | New |
| Arizona State Retirement System | 7,277 | $480.4K | 0.00% | +141+2.0% | Added |
| Los Angeles Capital Management LLC | 7,214 | $476.2K | 0.00% | +7,214 | New |
| HSBC Holdings PLC | 7,112 | $472.6K | 0.00% | +7,112 | New |
| State of Tennessee, Treasury Department | 7,072 | $466.8K | 0.00% | −5,220−42.5% | Reduced |
| AQR Capital Management LLC | 6,996 | $461.8K | 0.00% | −2,943−29.6% | Reduced |
| Allspring Global Investments Holdings, LLC | 6,963 | $459.6K | 0.00% | −517−6.9% | Reduced |
| Everence Capital Management Inc | 6,750 | $446.0K | 0.03% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 6,560 | $433.0K | 0.00% | +4,778+268.1% | Added |
| Squarepoint Ops LLC | 6,430 | $424.4K | 0.00% | −9,840−60.5% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 6,367 | $420.3K | 0.00% | 00.0% | Unchanged |
| 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 |
| HighTower Advisors, LLC | 6,032 | $397.0K | 0.00% | +393+7.0% | Added |
| West Tower Group, LLC | 5,990 | $395.4K | 0.84% | −2,500−29.4% | Reduced |
| Cetera Investment Advisers | 5,936 | $391.9K | 0.00% | +1,189+25.0% | Added |
| Oregon Public Employees Retirement Fund | 5,861 | $386.9K | 0.01% | −300−4.9% | Reduced |
| Corsair Capital Management, L.P. | 5,797 | $382.7K | 0.09% | −4,000−40.8% | Reduced |
| Cambria Investment Management, L.P. | 5,571 | $367.7K | 0.02% | −1,722−23.6% | Reduced |
| DekaBank Deutsche Girozentrale | 5,646 | $365.0K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 5,388 | $355.7K | 0.01% | −12,702−70.2% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 5,339 | $352.4K | 0.00% | −106−1.9% | Reduced |
| Handelsbanken Fonder AB | 5,300 | $350.0K | 0.00% | +800+17.8% | Added |
| Alps Advisors Inc | 5,273 | $348.1K | 0.00% | −1,533−22.5% | Reduced |
| ProShare Advisors LLC | 5,242 | $346.0K | 0.00% | +1,241+31.0% | Added |
| Steward Partners Investment Advisory, LLC | 5,065 | $334.4K | 0.00% | +422+9.1% | Added |
| Venture Visionary Partners LLC | 5,000 | $330.1K | 0.01% | −800−13.8% | Reduced |
| Royal Bank of Canada | 5,005 | $330.0K | 0.00% | +662+15.2% | Added |
| Inspire Advisors, LLC | 4,935 | $325.8K | 0.04% | +4,935 | New |
| Aquatic Capital Management LLC | 4,800 | $316.8K | 0.01% | +3,800+380.0% | Added |
| Atria Investments LLC | 4,720 | $311.6K | 0.00% | +92+2.0% | Added |
| Carmel Capital Partners, LLC | 4,708 | $310.8K | 0.12% | −121−2.5% | Reduced |
| Brevan Howard Capital Management LP | 4,574 | $301.9K | 0.01% | +4,574 | New |
| Amundi | 4,397 | $299.6K | 0.00% | +708+19.2% | Added |
| Mesirow Financial Investment Management, Inc. | 4,249 | $280.5K | 0.01% | +4,249 | New |
| Entropy Technologies, LP | 4,149 | $273.9K | 0.03% | +4,149 | New |
| SageView Advisory Group, LLC | 4,134 | $272.9K | 0.01% | −3,835−48.1% | Reduced |
| Bryn Mawr Trust Co | 4,000 | $264.0K | 0.00% | +4,000 | New |
| Mutual of America Capital Management LLC | 3,757 | $248.0K | 0.00% | −397−9.6% | Reduced |
| O'Shaughnessy Asset Management, LLC | 3,049 | $224.8K | 0.00% | +3,049 | New |
| Envestnet Portfolio Solutions, Inc. | 3,354 | $221.4K | 0.00% | +3,354 | New |
| Centiva Capital, LP | 3,221 | $212.6K | 0.01% | −944−22.7% | Reduced |
| SG Americas Securities, LLC | 3,211 | $212.0K | 0.00% | −4,340−57.5% | Reduced |
| Schechter Investment Advisors, LLC | 3,180 | $209.9K | 0.02% | +3,180 | New |
| LMR Partners LLP | 3,122 | $206.1K | 0.00% | +3,122 | New |
| City State Bank | 2,740 | $180.9K | 0.07% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 2,503 | $165.2K | 0.01% | 00.0% | Unchanged |
| South Dakota Investment Council | 2,502 | $165.0K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 2,119 | $139.9K | 0.00% | −78−3.6% | Reduced |