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
- $1.67B
- +$162.0M (+10.7%) 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 | $1.56B |
| 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, 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 |
|---|---|---|---|---|---|
| Huntington National Bank | 1 | $74 | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 2 | $147 | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 3 | $221 | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 0 | $221 | 0.00% | 0 | New |
| Global Retirement Partners, LLC | 4 | $294 | 0.00% | −41−91.1% | Reduced |
| EverSource Wealth Advisors, LLC | 11 | $809 | 0.00% | +11 | New |
| Concord Wealth Partners | 17 | $1.25K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 20 | $1.47K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 21 | $1.54K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 23 | $1.69K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 25 | $1.84K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 26 | $1.91K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 43 | $3.16K | 0.00% | +43 | New |
| Parallel Advisors, LLC | 45 | $3.31K | 0.00% | +45 | New |
| Ronald Blue Trust, Inc. | 47 | $3.46K | 0.00% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 55 | $4.05K | 0.00% | +55 | New |
| Bogart Wealth, LLC | 56 | $4.12K | 0.00% | +56 | New |
| Fortitude Family Office, LLC | 57 | $4.19K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 60 | $4.42K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 69 | $5.08K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 82 | $6.03K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 83 | $6.07K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 102 | $8.00K | 0.00% | +62+155.0% | Added |
| Caitong International Asset Management Co., Ltd | 131 | $9.64K | 0.01% | +131 | New |
| Versant Capital Management, Inc | 150 | $11.0K | 0.00% | +150 | New |
| Covestor Ltd | 186 | $14.0K | 0.01% | +13+7.5% | Added |
| Promethos Capital, LLC | 250 | $18.4K | 0.01% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 293 | $21.6K | 0.05% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 348 | $25.6K | 0.00% | −17−4.7% | Reduced |
| Federation des caisses Desjardins du Quebec | 350 | $25.8K | 0.00% | 00.0% | Unchanged |
| Picton Mahoney Asset Management | 396 | $29.0K | 0.00% | +79+24.9% | Added |
| Financial Management Professionals, Inc. | 438 | $32.2K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 505 | $37.2K | 0.00% | +92+22.3% | Added |
| Smartleaf Asset Management LLC | 551 | $40.9K | 0.00% | +414+302.2% | Added |
| Sterling Capital Management LLC | 587 | $43.2K | 0.00% | +516+726.8% | Added |
| CWM, LLC | 662 | $49.0K | 0.00% | +61+10.1% | Added |
| USA Financial Portformulas Corp | 744 | $54.7K | 0.01% | −102−12.1% | Reduced |
| Federated Hermes, Inc. | 760 | $55.9K | 0.00% | −145−16.0% | Reduced |
| RMR Wealth Builders | 40,406 | $61.1K | 0.01% | +18,947+88.3% | Added |
| Globeflex Capital L P | 864 | $63.6K | 0.01% | 00.0% | Unchanged |
| First Community Trust NA | 900 | $66.2K | 0.05% | 00.0% | Unchanged |
| Disciplina Capital Management LLC | 948 | $69.8K | 0.01% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 1,372 | $101.0K | 0.00% | 00.0% | Unchanged |
| KBC Group NV | 1,417 | $104.0K | 0.00% | +445+45.8% | Added |
| Tower Research Capital LLC (TRC) | 1,442 | $106.1K | 0.00% | −3,946−73.2% | Reduced |
| Proequities, Inc. | 1,440 | $111.3K | 0.01% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 1,623 | $119.4K | 0.00% | −4,937−75.3% | Reduced |
| City State Bank | 1,670 | $122.9K | 0.04% | −1,070−39.1% | Reduced |
| Shell Asset Management Co | 1,758 | $129.0K | 0.01% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 2,034 | $149.8K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 2,102 | $154.7K | 0.00% | −17−0.8% | Reduced |
| South Dakota Investment Council | 2,502 | $184.0K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 2,503 | $184.2K | 0.01% | 00.0% | Unchanged |
| Bank of Montreal | 2,738 | $201.5K | 0.00% | +2,738 | New |
| AXA S.A. | 2,760 | $203.1K | 0.00% | +2,760 | New |
| Pictet Asset Management Holding SA | 2,858 | $210.3K | 0.00% | +2,858 | New |
| Altfest L J & Co Inc | 3,014 | $221.8K | 0.03% | +3,014 | New |
| O'Shaughnessy Asset Management, LLC | 3,166 | $233.0K | 0.00% | +117+3.8% | Added |
| Quest Partners LLC | 3,178 | $233.8K | 0.03% | −8,419−72.6% | Reduced |
| Schechter Investment Advisors, LLC | 3,180 | $234.0K | 0.02% | 00.0% | Unchanged |
| Quadrature Capital Ltd | 3,331 | $244.9K | 0.00% | −4,836−59.2% | Reduced |
| Atria Investments LLC | 3,352 | $246.7K | 0.00% | −1,368−29.0% | Reduced |
| Steward Partners Investment Advisory, LLC | 3,644 | $268.1K | 0.00% | −1,421−28.1% | Reduced |
| Mutual of America Capital Management LLC | 3,764 | $277.0K | 0.00% | +7+0.2% | Added |
| Virtu Financial LLC | 3,760 | $277.0K | 0.01% | +3,760 | New |
| Raymond James Financial Inc | 3,789 | $278.8K | 0.00% | +3,789 | New |
| Bryn Mawr Trust Co | 4,000 | $294.3K | 0.01% | 00.0% | Unchanged |
| Allianz Asset Management GmbH | 4,100 | $301.7K | 0.00% | −3,200−43.8% | Reduced |
| Xponance, Inc. | 4,167 | $306.6K | 0.00% | +4,167 | New |
| Royal Bank of Canada | 4,171 | $307.0K | 0.00% | −834−16.7% | Reduced |
| US Bancorp | 4,263 | $313.7K | 0.00% | −4,633−52.1% | Reduced |
| Mesirow Financial Investment Management, Inc. | 4,302 | $316.5K | 0.01% | +53+1.2% | Added |
| Two Sigma Securities, LLC | 4,674 | $343.9K | 0.06% | +4,674 | New |
| HighTower Advisors, LLC | 4,731 | $348.1K | 0.00% | −1,301−21.6% | Reduced |
| Profund Advisors LLC | 4,753 | $349.7K | 0.01% | +4,753 | New |
| Venture Visionary Partners LLC | 5,000 | $367.9K | 0.02% | 00.0% | Unchanged |
| Police & Firemen's Retirement System of New Jersey | 5,219 | $384.0K | 0.00% | +5,219 | New |
| Alps Advisors Inc | 5,273 | $388.0K | 0.00% | 00.0% | Unchanged |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 5,304 | $390.3K | 0.00% | −35−0.7% | Reduced |
| Aquatic Capital Management LLC | 5,333 | $392.4K | 0.01% | +533+11.1% | Added |
| Renaissance Technologies LLC | 5,600 | $412.0K | 0.00% | +5,600 | New |
| DekaBank Deutsche Girozentrale | 5,646 | $413.0K | 0.00% | 00.0% | Unchanged |
| AQR Capital Management LLC | 5,673 | $417.4K | 0.00% | −1,323−18.9% | Reduced |
| Cambria Investment Management, L.P. | 5,700 | $419.4K | 0.03% | +129+2.3% | Added |
| Oregon Public Employees Retirement Fund | 5,861 | $431.3K | 0.01% | 00.0% | Unchanged |
| Meritage Portfolio Management | 5,907 | $434.6K | 0.03% | +5,907 | New |
| Putney Financial Group LLC | 437,937 | $437.9K | 0.39% | +437,937 | New |
| Brinker Capital Investments, LLC | 6,037 | $444.2K | 0.00% | −271−4.3% | Reduced |
| Orion Portfolio Solutions, LLC | 6,037 | $444.2K | 0.00% | −271−4.3% | Reduced |
| AdvisorShares Investments LLC | 6,040 | $444.4K | 0.09% | +6,040 | New |
| Cetera Investment Advisers | 6,107 | $449.3K | 0.00% | +171+2.9% | Added |
| Handelsbanken Fonder AB | 6,200 | $456.0K | 0.00% | +900+17.0% | Added |
| Harbor Capital Advisors, Inc. | 6,666 | $490.0K | 0.02% | −827−11.0% | Reduced |
| Dynamic Technology Lab Private Ltd | 6,780 | $499.0K | 0.08% | −4,099−37.7% | Reduced |
| Allspring Global Investments Holdings, LLC | 6,979 | $513.5K | 0.00% | +16+0.2% | Added |
| Los Angeles Capital Management LLC | 7,214 | $530.8K | 0.00% | 00.0% | Unchanged |
| Arizona State Retirement System | 7,250 | $533.5K | 0.00% | −27−0.4% | Reduced |
| Amalgamated Bank | 7,252 | $534.0K | 0.00% | −199−2.7% | Reduced |
| Stifel Financial Corp | 7,321 | $538.7K | 0.00% | −291−3.8% | Reduced |
| Balyasny Asset Management LLC | 7,371 | $542.4K | 0.00% | −13,132−64.0% | Reduced |