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 |
|---|---|---|---|---|---|
| Csenge Advisory Group | 7,444 | $547.7K | 0.03% | 00.0% | Unchanged |
| Voya Investment Management LLC | 7,557 | $556.0K | 0.00% | −653−8.0% | Reduced |
| ProShare Advisors LLC | 7,571 | $557.1K | 0.00% | +2,329+44.4% | Added |
| State Board of Administration of Florida Retirement System | 7,653 | $563.1K | 0.00% | 00.0% | Unchanged |
| Jump Financial, LLC | 7,771 | $571.8K | 0.01% | −11,581−59.8% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 7,982 | $587.3K | 0.00% | +1,615+25.4% | Added |
| Cynosure Management, LLC | 8,111 | $596.8K | 0.09% | −2,781−25.5% | Reduced |
| Maryland State Retirement & Pension System | 8,434 | $620.6K | 0.01% | 00.0% | Unchanged |
| KLP Kapitalforvaltning AS | 8,600 | $633.1K | 0.00% | +8,600 | New |
| Diversified Trust Co | 8,931 | $657.1K | 0.02% | +787+9.7% | Added |
| Sigma Planning Corp | 9,019 | $663.6K | 0.02% | −132−1.4% | Reduced |
| Kovitz Investment Group Partners, LLC | 568,780 | $674.4K | 0.00% | +568,780 | New |
| Teachers Retirement System of the State of Kentucky | 9,407 | $692.0K | 0.01% | 00.0% | Unchanged |
| Yousif Capital Management, LLC | 9,438 | $694.4K | 0.01% | −332−3.4% | Reduced |
| Clear Harbor Asset Management, LLC | 9,564 | $703.7K | 0.06% | −790−7.6% | Reduced |
| Unison Advisors LLC | 10,200 | $751.0K | 0.09% | 00.0% | Unchanged |
| State of Tennessee, Treasury Department | 10,586 | $778.9K | 0.00% | +3,514+49.7% | Added |
| United Capital Financial Advisers, LLC | 10,813 | $795.6K | 0.01% | −10.0% | Reduced |
| Lazard Asset Management LLC | 11,068 | $813.0K | 0.00% | −875−7.3% | Reduced |
| CWM Advisors, LLC | 11,088 | $815.9K | 0.09% | +11,088 | New |
| Engineers Gate Manager LP | 11,409 | $839.5K | 0.01% | −1,896−14.3% | Reduced |
| Persistent Asset Partners Ltd | 10,558 | $841.8K | 0.72% | +10,558 | New |
| Man Group plc | 11,670 | $858.7K | 0.00% | −18,010−60.7% | Reduced |
| Manufacturers Life Insurance Company, The | 11,919 | $877.0K | 0.00% | −500−4.0% | Reduced |
| Louisiana State Employees Retirement System | 12,000 | $883.0K | 0.02% | −100−0.8% | Reduced |
| XTX Topco Ltd | 12,470 | $917.5K | 0.08% | +12,470 | New |
| Wedge Capital Management L L P | 12,488 | $918.9K | 0.02% | −905−6.8% | Reduced |
| Trexquant Investment LP | 12,654 | $931.1K | 0.01% | +2,446+24.0% | Added |
| Amundi | 12,607 | $939.0K | 0.00% | +8,210+186.7% | Added |
| SummerHaven Investment Management, LLC | 13,090 | $963.2K | 0.59% | 00.0% | Unchanged |
| HSBC Holdings PLC | 13,039 | $966.9K | 0.00% | +5,927+83.3% | Added |
| Corebridge Financial, Inc. | 13,376 | $984.2K | 0.01% | −1,048−7.3% | Reduced |
| Bokf, NA | 13,777 | $994.7K | 0.02% | −1,715−11.1% | Reduced |
| Illinois Municipal Retirement Fund | 13,573 | $998.7K | 0.01% | −285−2.1% | Reduced |
| Comerica Bank | 14,064 | $1.03M | 0.00% | −502−3.4% | Reduced |
| Wells Fargo & Company | 14,116 | $1.04M | 0.00% | +3,100+28.1% | Added |
| State of Alaska, Department of Revenue | 14,169 | $1.04M | 0.01% | −104−0.7% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 14,302 | $1.05M | 0.00% | +543+3.9% | Added |
| Ensign Peak Advisors, Inc | 14,718 | $1.08M | 0.00% | 00.0% | Unchanged |
| MetLife Investment Management | 15,217 | $1.12M | 0.01% | +1,008+7.1% | Added |
| Price T Rowe Associates Inc | 15,694 | $1.16M | 0.00% | +1,480+10.4% | Added |
| Susquehanna International Group, LLP | 16,065 | $1.18M | 0.00% | +3,932+32.4% | Added |
| Pacific Ridge Capital Partners, LLC | 16,317 | $1.20M | 0.28% | 00.0% | Unchanged |
| Lombard Odier Asset Management (Europe) Ltd | 16,500 | $1.21M | 0.08% | −4,500−21.4% | Reduced |
| Emerald Mutual Fund Advisers Trust | 16,572 | $1.22M | 0.07% | 00.0% | Unchanged |
| Royce & Associates LP | 16,614 | $1.22M | 0.01% | +4,000+31.7% | Added |
| Glenmede Trust Co NA | 17,898 | $1.32M | 0.01% | +1,547+9.5% | Added |
| Envestnet Asset Management Inc | 18,062 | $1.33M | 0.00% | +1,513+9.1% | Added |
| Verition Fund Management LLC | 18,647 | $1.37M | 0.01% | +8,286+80.0% | Added |
| Danske Bank A/S | 18,648 | $1.37M | 0.00% | +7,075+61.1% | Added |
| Thrivent Financial for Lutherans | 19,205 | $1.41M | 0.00% | −409−2.1% | Reduced |
| Credit Agricole S A | 20,403 | $1.50M | 0.01% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 20,764 | $1.53M | 0.00% | +5,681+37.7% | Added |
| Sippican Capital Advisors | 22,070 | $1.62M | 1.18% | −100−0.5% | Reduced |
| Deutsche Bank AG | 22,071 | $1.62M | 0.00% | −32,488−59.5% | Reduced |
| Janus Henderson Group PLC | 22,949 | $1.69M | 0.00% | −1,914−7.7% | Reduced |
| California State Teachers Retirement System | 23,361 | $1.72M | 0.00% | −537−2.2% | Reduced |
| Natixis Advisors, L.P. | 23,640 | $1.74M | 0.00% | +23,640 | New |
| Tealwood Asset Management Inc | 23,945 | $1.76M | 0.73% | −83−0.3% | Reduced |
| HRT Financial LP | 24,342 | $1.79M | 0.01% | −22,644−48.2% | Reduced |
| Susquehanna Fundamental Investments, LLC | 24,400 | $1.80M | 0.03% | +24,400 | New |
| Russell Investments Group, Ltd. | 24,777 | $1.82M | 0.00% | +14+0.1% | Added |
| Kennedy Capital Management, Inc. | 25,707 | $1.89M | 0.04% | +25,707 | New |
| Jackson Creek Investment Advisors LLC | 25,947 | $1.91M | 0.57% | −815−3.0% | Reduced |
| Squarepoint Ops LLC | 26,833 | $1.97M | 0.01% | +20,403+317.3% | Added |
| Chou Associates Management Inc.SuperinvestorChou Associates | 27,389 | $2.02M | 1.39% | 00.0% | Unchanged |
| Martingale Asset Management L P | 27,539 | $2.03M | 0.05% | −60−0.2% | Reduced |
| Arrowstreet Capital, Limited Partnership | 28,664 | $2.11M | 0.00% | −189,607−86.9% | Reduced |
| BNP Paribas Arbitrage, SA | 28,725 | $2.11M | 0.00% | −15,322−34.8% | Reduced |
| New York State Teachers Retirement System | 29,475 | $2.17M | 0.00% | 00.0% | Unchanged |
| Grizzlyrock Capital, LLC | 30,300 | $2.23M | 2.33% | −97,653−76.3% | Reduced |
| CenterBook Partners LP | 30,468 | $2.24M | 0.13% | +12,522+69.8% | Added |
| New York State Common Retirement Fund | 31,692 | $2.33M | 0.00% | 00.0% | Unchanged |
| Pathstone Holdings, LLC | 31,886 | $2.35M | 0.01% | −897−2.7% | Reduced |
| Intech Investment Management LLC | 32,098 | $2.36M | 0.02% | +20,645+180.3% | Added |
| Rafferty Asset Management, LLC | 35,181 | $2.59M | 0.01% | −123−0.3% | Reduced |
| Millennium Management LLC | 35,337 | $2.60M | 0.00% | −10,093−22.2% | Reduced |
| Vident Advisory, LLC | 36,003 | $2.65M | 0.05% | −540−1.5% | Reduced |
| Great West Life Assurance Co | 37,146 | $2.73M | 0.00% | −950−2.5% | Reduced |
| SEI Investments Co | 37,105 | $2.73M | 0.00% | +10,657+40.3% | Added |
| RMR Capital Management, LLC | 38,617 | $2.84M | 2.12% | 00.0% | Unchanged |
| Jane Street Group, LLC | 41,578 | $3.06M | 0.00% | −7,135−14.6% | Reduced |
| Franklin Resources Inc | 41,703 | $3.07M | 0.00% | −366−0.9% | Reduced |
| Victory Capital Management Inc | 41,728 | $3.07M | 0.00% | +18,156+77.0% | Added |
| Teacher Retirement System of Texas | 45,470 | $3.35M | 0.01% | +7,364+19.3% | Added |
| NFJ Investment Group, LLC | 46,380 | $3.41M | 0.11% | −2,266−4.7% | Reduced |
| Alliancebernstein L.P. | 46,412 | $3.41M | 0.00% | +16,032+52.8% | Added |
| EAM Investors, LLC | 47,121 | $3.47M | 0.49% | +47,121 | New |
| Denali Advisors LLC | 48,370 | $3.56M | 0.37% | 00.0% | Unchanged |
| Swiss National Bank | 49,100 | $3.61M | 0.00% | −300−0.6% | Reduced |
| Paragon Capital Management Ltd | 0 | $3.63M | 0.72% | 0 | Unchanged |
| UBS Group AG | 49,942 | $3.67M | 0.00% | +20,363+68.8% | Added |
| Bank of America Corp | 50,461 | $3.71M | 0.00% | −1,637−3.1% | Reduced |
| John W. Rosenthal Capital Management, Inc. | 54,849 | $4.04M | 3.74% | 00.0% | Unchanged |
| Epoch Investment Partners, Inc. | 55,013 | $4.05M | 0.02% | +1,892+3.6% | Added |
| Citigroup Inc | 56,373 | $4.15M | 0.00% | +4,045+7.7% | Added |
| Barclays PLC | 57,775 | $4.25M | 0.00% | +1,448+2.6% | Added |
| First Trust Advisors LP | 58,293 | $4.29M | 0.00% | −1,933−3.2% | Reduced |
| Prudential Financial Inc | 60,250 | $4.43M | 0.01% | +4,540+8.1% | Added |
| Brandywine Global Investment Management, LLC | 60,858 | $4.48M | 0.03% | −2,804−4.4% | Reduced |