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, Q4 2024
Institutional positions in Pathward Financial, Inc. as of Dec 31, 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
- 249
- −5 vs. Q3 2024
- Shares held
- 23.4M
- +897.1K (+4.0%) vs. Q3 2024
- Total value
- $1.74B
- +$166.2M (+10.6%) vs. Q3 2024
- New holders
- 33
- 69 more added
- Sold out
- 38
- 93 more reduced
1 institution that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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 | $1.57B |
| Q3 2025 | 266 | $1.74B |
| Q2 2025 | 275 | $1.80B |
| Q1 2025 | 254 | $1.63B |
| Q4 2024 | 249 | $1.74B |
| Q3 2024 | 255 | $1.60B |
| Q2 2024 | 229 | $1.37B |
| Q1 2024 | 232 | $1.26B |
| Q4 2023 | 221 | $1.38B |
| Q3 2023 | 209 | $1.13B |
| Q2 2023 | 195 | $1.09B |
| Q1 2023 | 194 | $1.08B |
| Q4 2022 | 182 | $1.05B |
| Q3 2022 | 187 | $896.2M |
| Q2 2022 | 196 | $1.02B |
| Q1 2022 | 205 | $1.40B |
| Q4 2021 | 202 | $1.57B |
| Q3 2021 | 198 | $1.35B |
| Q2 2021 | 185 | $1.30B |
| Q1 2021 | 163 | $1.13B |
Institutions, Q4 2024
Shares, value and share of portfolio for each institution holding Pathward Financial, Inc.; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock, Inc. | 3,565,529 | $262.4M | 0.01% | −100,941−2.8% | Reduced |
| FMR LLC | 2,203,603 | $162.1M | 0.01% | +151,316+7.4% | Added |
| Vanguard Group Inc | 1,778,947 | $130.9M | 0.00% | −88,171−4.7% | Reduced |
| State Street Corp | 1,652,736 | $121.7M | 0.00% | +377,885+29.6% | Added |
| Dimensional Fund Advisors LP | 1,419,745 | $104.5M | 0.03% | −47,290−3.2% | Reduced |
| Vinva Investment Management Ltd | 110,809 | $65.5M | 2.49% | +6,301+6.0% | Added |
| Goldman Sachs Group Inc | 830,726 | $61.1M | 0.01% | +58,196+7.5% | Added |
| Geode Capital Management, LLC | 711,538 | $52.4M | 0.00% | +11,654+1.7% | Added |
| American Century Companies Inc | 643,150 | $47.3M | 0.03% | +62,931+10.8% | Added |
| JPMorgan Chase & Co | 569,238 | $41.9M | 0.00% | +195,331+52.2% | Added |
| Morgan Stanley | 464,938 | $34.2M | 0.00% | −83,826−15.3% | Reduced |
| Nuveen Asset Management, LLC | 383,036 | $28.2M | 0.01% | +15,740+4.3% | Added |
| Charles Schwab Investment Management Inc | 331,455 | $24.4M | 0.00% | +3,042+0.9% | Added |
| UBS Asset Management Americas Inc | 318,931 | $23.5M | 0.01% | −5,918−1.8% | Reduced |
| Austin Asset Management Co Inc | 0 | $22.8M | 4.53% | 0 | Unchanged |
| Northern Trust Corp | 268,016 | $19.7M | 0.00% | +2,854+1.1% | Added |
| Mawer Investment Management Ltd. | 258,815 | $19.0M | 0.09% | +33,000+14.6% | Added |
| Driehaus Capital Management LLC | 248,219 | $18.3M | 0.15% | +43,249+21.1% | Added |
| Public Sector Pension Investment Board | 234,937 | $17.3M | 0.07% | +8,981+4.0% | Added |
| Invesco Ltd. | 234,719 | $17.3M | 0.00% | −85,576−26.7% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 228,700 | $16.8M | 0.03% | −61,309−21.1% | Reduced |
| Bank of New York Mellon Corp | 203,556 | $15.0M | 0.00% | −7,802−3.7% | Reduced |
| Nantahala Capital Management, LLC | 191,343 | $14.1M | 0.98% | −72,860−27.6% | Reduced |
| Foundry Partners, LLC | 174,213 | $12.8M | 0.64% | +42,755+32.5% | Added |
| Phocas Financial Corp. | 172,777 | $12.7M | 1.70% | −1,530−0.9% | Reduced |
| Qube Research & Technologies Ltd | 168,785 | $12.4M | 0.02% | −14,330−7.8% | Reduced |
| Elgethun Capital Management | 166,489 | $12.3M | 2.97% | −27,627−14.2% | Reduced |
| Panagora Asset Management Inc | 164,406 | $12.1M | 0.06% | −1,317−0.8% | Reduced |
| Orchard Capital Managment, LLC | 155,831 | $11.6M | 4.56% | −9,250−5.6% | Reduced |
| Two Sigma Investments, LP | 150,519 | $11.1M | 0.03% | −4,238−2.7% | Reduced |
| Assenagon Asset Management S.A. | 147,660 | $10.9M | 0.02% | +147,660 | New |
| Financial Insights, Inc. | 0 | $10.6M | 3.93% | 0 | Unchanged |
| Moody Aldrich Partners LLC | 138,409 | $10.2M | 1.89% | +14,292+11.5% | Added |
| Voloridge Investment Management, LLC | 138,084 | $10.2M | 0.04% | −8,399−5.7% | Reduced |
| Two Sigma Advisers, LP | 130,400 | $9.59M | 0.02% | +5,600+4.5% | Added |
| Principal Financial Group Inc | 120,731 | $8.88M | 0.00% | +2,816+2.4% | Added |
| Algert Global LLC | 114,977 | $8.46M | 0.20% | +1,493+1.3% | Added |
| Jupiter Asset Management Ltd | 100,345 | $7.38M | 0.07% | −17,456−14.8% | Reduced |
| Aptus Capital Advisors, LLC | 99,794 | $7.34M | 0.09% | +99,794 | New |
| State of Wisconsin Investment Board | 97,391 | $7.17M | 0.02% | +5,337+5.8% | Added |
| Bridgeway Capital Management, LLC | 87,131 | $6.41M | 0.14% | −9,572−9.9% | Reduced |
| Tudor Investment Corp Et Al | 87,016 | $6.40M | 0.07% | +20,905+31.6% | Added |
| D. E. Shaw & Co., Inc. | 82,400 | $6.06M | 0.01% | −40,692−33.1% | Reduced |
| Rhumbline Advisers | 71,684 | $5.27M | 0.00% | −606−0.8% | Reduced |
| Legal & General Group Plc | 69,525 | $5.12M | 0.00% | −316−0.5% | Reduced |
| Citadel Advisors LLC | 67,832 | $4.99M | 0.00% | +59,692+733.3% | Added |
| F/M Investments LLC | 62,846 | $4.62M | 0.17% | −127,023−66.9% | Reduced |
| Ameriprise Financial Inc | 62,176 | $4.57M | 0.00% | −6,661−9.7% | Reduced |
| Brandywine Global Investment Management, LLC | 60,858 | $4.48M | 0.03% | −2,804−4.4% | Reduced |
| Prudential Financial Inc | 60,250 | $4.43M | 0.01% | +4,540+8.1% | Added |
| First Trust Advisors LP | 58,293 | $4.29M | 0.00% | −1,933−3.2% | Reduced |
| Barclays PLC | 57,775 | $4.25M | 0.00% | +1,448+2.6% | Added |
| Citigroup Inc | 56,373 | $4.15M | 0.00% | +4,045+7.7% | Added |
| Epoch Investment Partners, Inc. | 55,013 | $4.05M | 0.02% | +1,892+3.6% | Added |
| John W. Rosenthal Capital Management, Inc. | 54,849 | $4.04M | 3.74% | 00.0% | Unchanged |
| Bank of America Corp | 50,461 | $3.71M | 0.00% | −1,637−3.1% | Reduced |
| UBS Group AG | 49,942 | $3.67M | 0.00% | +20,363+68.8% | Added |
| Paragon Capital Management Ltd | 0 | $3.63M | 0.72% | 0 | Unchanged |
| Swiss National Bank | 49,100 | $3.61M | 0.00% | −300−0.6% | Reduced |
| Denali Advisors LLC | 48,370 | $3.56M | 0.37% | 00.0% | Unchanged |
| EAM Investors, LLC | 47,121 | $3.47M | 0.49% | +47,121 | New |
| Alliancebernstein L.P. | 46,412 | $3.41M | 0.00% | +16,032+52.8% | Added |
| NFJ Investment Group, LLC | 46,380 | $3.41M | 0.11% | −2,266−4.7% | Reduced |
| Teacher Retirement System of Texas | 45,470 | $3.35M | 0.01% | +7,364+19.3% | Added |
| Victory Capital Management Inc | 41,728 | $3.07M | 0.00% | +18,156+77.0% | Added |
| Franklin Resources Inc | 41,703 | $3.07M | 0.00% | −366−0.9% | Reduced |
| Jane Street Group, LLC | 41,578 | $3.06M | 0.00% | −7,135−14.6% | Reduced |
| RMR Capital Management, LLC | 38,617 | $2.84M | 2.12% | 00.0% | Unchanged |
| SEI Investments Co | 37,105 | $2.73M | 0.00% | +10,657+40.3% | Added |
| Great West Life Assurance Co | 37,146 | $2.73M | 0.00% | −950−2.5% | Reduced |
| Vident Advisory, LLC | 36,003 | $2.65M | 0.05% | −540−1.5% | Reduced |
| Millennium Management LLC | 35,337 | $2.60M | 0.00% | −10,093−22.2% | Reduced |
| Rafferty Asset Management, LLC | 35,181 | $2.59M | 0.01% | −123−0.3% | Reduced |
| Intech Investment Management LLC | 32,098 | $2.36M | 0.02% | +20,645+180.3% | Added |
| Pathstone Holdings, LLC | 31,886 | $2.35M | 0.01% | −897−2.7% | Reduced |
| New York State Common Retirement Fund | 31,692 | $2.33M | 0.00% | 00.0% | Unchanged |
| CenterBook Partners LP | 30,468 | $2.24M | 0.13% | +12,522+69.8% | Added |
| Grizzlyrock Capital, LLC | 30,300 | $2.23M | 2.33% | −97,653−76.3% | Reduced |
| New York State Teachers Retirement System | 29,475 | $2.17M | 0.00% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 28,725 | $2.11M | 0.00% | −15,322−34.8% | Reduced |
| Arrowstreet Capital, Limited Partnership | 28,664 | $2.11M | 0.00% | −189,607−86.9% | Reduced |
| Martingale Asset Management L P | 27,539 | $2.03M | 0.05% | −60−0.2% | Reduced |
| Chou Associates Management Inc.SuperinvestorChou Associates | 27,389 | $2.02M | 1.39% | 00.0% | Unchanged |
| Squarepoint Ops LLC | 26,833 | $1.97M | 0.01% | +20,403+317.3% | Added |
| Jackson Creek Investment Advisors LLC | 25,947 | $1.91M | 0.57% | −815−3.0% | Reduced |
| Kennedy Capital Management, Inc. | 25,707 | $1.89M | 0.04% | +25,707 | New |
| Russell Investments Group, Ltd. | 24,777 | $1.82M | 0.00% | +14+0.1% | Added |
| Susquehanna Fundamental Investments, LLC | 24,400 | $1.80M | 0.03% | +24,400 | New |
| HRT Financial LP | 24,342 | $1.79M | 0.01% | −22,644−48.2% | Reduced |
| Tealwood Asset Management Inc | 23,945 | $1.76M | 0.73% | −83−0.3% | Reduced |
| Natixis Advisors, L.P. | 23,640 | $1.74M | 0.00% | +23,640 | New |
| California State Teachers Retirement System | 23,361 | $1.72M | 0.00% | −537−2.2% | Reduced |
| Janus Henderson Group PLC | 22,949 | $1.69M | 0.00% | −1,914−7.7% | Reduced |
| Deutsche Bank AG | 22,071 | $1.62M | 0.00% | −32,488−59.5% | Reduced |
| Sippican Capital Advisors | 22,070 | $1.62M | 1.18% | −100−0.5% | Reduced |
| Mercer Global Advisors Inc | 20,764 | $1.53M | 0.00% | +5,681+37.7% | Added |
| Credit Agricole S A | 20,403 | $1.50M | 0.01% | 00.0% | Unchanged |
| Thrivent Financial for Lutherans | 19,205 | $1.41M | 0.00% | −409−2.1% | Reduced |
| Danske Bank A/S | 18,648 | $1.37M | 0.00% | +7,075+61.1% | Added |
| Verition Fund Management LLC | 18,647 | $1.37M | 0.01% | +8,286+80.0% | Added |