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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.

Institutional holdersQ3 2024: 255 institutions
Q1 2021: 163 institutionsQ2 2021: 185 institutionsQ3 2021: 198 institutionsQ4 2021: 202 institutionsQ1 2022: 205 institutionsQ2 2022: 196 institutionsQ3 2022: 187 institutionsQ4 2022: 182 institutionsQ1 2023: 194 institutionsQ2 2023: 195 institutionsQ3 2023: 209 institutionsQ4 2023: 221 institutionsQ1 2024: 232 institutionsQ2 2024: 229 institutionsQ3 2024: 255 institutionsQ4 2024: 249 institutionsQ1 2025: 254 institutionsQ2 2025: 275 institutionsQ3 2025: 266 institutionsQ4 2025: 265 institutionsQ1 2026: 278 institutionsQ2 2026: 288 institutions
Value heldQ3 2024: $1.51B
Q1 2021: $1.13BQ2 2021: $1.30BQ3 2021: $1.35BQ4 2021: $1.56BQ1 2022: $1.40BQ2 2022: $1.01BQ3 2022: $888.6MQ4 2022: $1.05BQ1 2023: $1.00BQ2 2023: $1.07BQ3 2023: $1.11BQ4 2023: $1.25BQ1 2024: $1.16BQ2 2024: $1.26BQ3 2024: $1.51BQ4 2024: $1.67BQ1 2025: $1.56BQ2 2025: $1.68BQ3 2025: $1.56BQ4 2025: $1.56BQ1 2026: $1.93BQ2 2026: $1.91B
Institutions holding CASH and their total value by quarter
QuarterHoldersValue
Q2 2026288$1.91B
Q1 2026278$1.93B
Q4 2025265$1.56B
Q3 2025266$1.56B
Q2 2025275$1.68B
Q1 2025254$1.56B
Q4 2024249$1.67B
Q3 2024255$1.51B
Q2 2024229$1.26B
Q1 2024232$1.16B
Q4 2023221$1.25B
Q3 2023209$1.11B
Q2 2023195$1.07B
Q1 2023194$1.00B
Q4 2022182$1.05B
Q3 2022187$888.6M
Q2 2022196$1.01B
Q1 2022205$1.40B
Q4 2021202$1.56B
Q3 2021198$1.35B
Q2 2021185$1.30B
Q1 2021163$1.13B

Institutions, Q3 2024

Shares, value and share of portfolio for each institution holding Pathward Financial, Inc.; share changes are against Q2 2024.

Institutions holding CASH in Q3 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Nisa Investment Advisors, LLC2,034$134.4K0.00%−498−19.7%Reduced
Shell Asset Management Co1,758$116.0K0.01%+1,758New
Proequities, Inc.1,440$95.1K0.01%00.0%Unchanged
Point72 Asia (Singapore) Pte. Ltd.1,421$93.8K0.02%+1,421New
Brown Brothers Harriman & Co1,372$90.6K0.00%00.0%Unchanged
nVerses Capital, LLC1,200$79.2K0.04%+1,200New
KBC Group NV972$64.0K0.00%00.0%Unchanged
Disciplina Capital Management LLC948$62.6K0.01%+948New
Federated Hermes, Inc.905$59.7K0.00%+237+35.5%Added
First Community Trust NA900$59.4K0.05%00.0%Unchanged
Globeflex Capital L P864$57.0K0.01%00.0%Unchanged
USA Financial Portformulas Corp846$55.8K0.01%+846New
Catalyst Funds Management Pty Ltd800$52.8K0.01%+600+300.0%Added
Harvest Fund Management Co., Ltd729$48.0K0.00%00.0%Unchanged
CWM, LLC601$40.0K0.00%+104+20.9%Added
RMR Wealth Builders21,459$40.0K0.00%+8,059+60.1%Added
Acadian Asset Management LLC531$35.0K0.00%+531New
Point72 (DIFC) Ltd530$35.0K0.00%+530New
Financial Management Professionals, Inc.438$29.0K0.00%+438New
GAMMA Investing LLC413$27.3K0.00%−10−2.4%Reduced
Quarry LP394$26.0K0.01%−125−24.1%Reduced
Gladius Capital Management LP381$25.1K0.02%−164−30.1%Reduced
Public Employees Retirement System of Ohio365$24.1K0.00%−10−2.7%Reduced
Federation des caisses Desjardins du Quebec350$23.1K0.00%+350New
Picton Mahoney Asset Management317$21.0K0.00%+142+81.1%Added
LGT Financial Advisors LLC293$19.3K0.05%00.0%Unchanged
Promethos Capital, LLC250$16.5K0.01%00.0%Unchanged
Northwestern Mutual Wealth Management Co200$13.2K0.00%+200New
Covestor Ltd173$11.0K0.01%−53−23.5%Reduced
Simplex Trading, LLC167$11.0K0.00%+167New
Smartleaf Asset Management LLC137$8.93K0.00%+29+26.9%Added
Coppell Advisory Solutions LLC133$8.67K0.00%00.0%Unchanged
LRI Investments, LLC83$6.61K0.00%00.0%Unchanged
Massmutual Trust Co FSB82$5.41K0.00%00.0%Unchanged
Sterling Capital Management LLC71$4.69K0.00%+71New
Umb Bank N A69$4.55K0.00%+35+102.9%Added
Bell Investment Advisors, Inc60$3.96K0.00%00.0%Unchanged
Fortitude Family Office, LLC57$3.76K0.00%00.0%Unchanged
Bessemer Group Inc40$3.00K0.00%+40New
Global Retirement Partners, LLC45$2.97K0.00%−105−70.0%Reduced
Ronald Blue Trust, Inc.47$2.66K0.00%00.0%Unchanged
Capital Performance Advisors LLP30$1.98K0.00%+30New
Fifth Third Bancorp26$1.72K0.00%+19+271.4%Added
Jones Financial Companies LLLP25$1.63K0.00%+25New
Quadrant Capital Group LLC23$1.52K0.00%00.0%Unchanged
Principal Securities, Inc.21$1.39K0.00%−195−90.3%Reduced
Rothschild Investment LLC20$1.32K0.00%+15+300.0%Added
Concord Wealth Partners17$1.12K0.00%+17New
Parkside Financial Bank & Trust3$1990.00%00.0%Unchanged
Larson Financial Group LLC2$1320.00%00.0%Unchanged
Mendota Financial Group, LLC1$670.00%+1New
Huntington National Bank1$660.00%00.0%Unchanged
USAdvisors Wealth Management, LLC485––+485New
Lodestone Wealth Management LLC3,423––+10.0%Added
Vinva Investment Management Ltd104,508––+12,118+13.1%Added
Assenagon Asset Management S.A.0$00.00%−149,143−100.0%Sold out
Western Standard LLC0$00.00%−80,869−100.0%Sold out
Campbell & CO Investment Adviser LLC0$00.00%−15,977−100.0%Sold out
ExodusPoint Capital Management, LP0$00.00%−15,795−100.0%Sold out
TD Asset Management Inc0$00.00%−12,500−100.0%Sold out
Janney Montgomery Scott LLC0$00.00%−9,503−100.0%Sold out
Connor, Clark & Lunn Investment Management Ltd.0$00.00%−8,472−100.0%Sold out
Gsa Capital Partners LLP0$00.00%−7,594−100.0%Sold out
XTX Topco Ltd0$00.00%−7,329−100.0%Sold out
Walleye Capital LLC0$00.00%−3,685−100.0%Sold out
Opal Wealth Advisors, LLC0$00.00%−450−100.0%Sold out
Dunhill Financial, LLC0$00.00%−184−100.0%Sold out
JNBA Financial Advisors0$00.00%−75−100.0%Sold out
Farther Finance Advisors, LLC0$00.00%−8−100.0%Sold out
Camelot Portfolios, LLC0$00.00%−1−100.0%Sold out
Arbor Capital Management Inc0$00.00%−3,212−100.0%Sold out
Cottage Street Advisors LLC0$00.00%−2,258−100.0%Sold out
BlackRock Inc.––––Not filed
Susquehanna Fundamental Investments, LLC––––Not filed
Institutional & Family Asset Management, LLC––––Not filed