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 |
|---|---|---|---|---|---|
| Glenmede Trust Co NA | 17,898 | $1.32M | 0.01% | +1,547+9.5% | Added |
| Royce & Associates LP | 16,614 | $1.22M | 0.01% | +4,000+31.7% | Added |
| Emerald Mutual Fund Advisers Trust | 16,572 | $1.22M | 0.07% | 00.0% | Unchanged |
| Lombard Odier Asset Management (Europe) Ltd | 16,500 | $1.21M | 0.08% | −4,500−21.4% | Reduced |
| Pacific Ridge Capital Partners, LLC | 16,317 | $1.20M | 0.28% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 16,065 | $1.18M | 0.00% | +3,932+32.4% | Added |
| Price T Rowe Associates Inc | 15,694 | $1.16M | 0.00% | +1,480+10.4% | Added |
| MetLife Investment Management | 15,217 | $1.12M | 0.01% | +1,008+7.1% | Added |
| Ensign Peak Advisors, Inc | 14,718 | $1.08M | 0.00% | 00.0% | Unchanged |
| Mirae Asset Global ETFs Holdings Ltd. | 14,302 | $1.05M | 0.00% | +543+3.9% | Added |
| State of Alaska, Department of Revenue | 14,169 | $1.04M | 0.01% | −104−0.7% | Reduced |
| Wells Fargo & Company | 14,116 | $1.04M | 0.00% | +3,100+28.1% | Added |
| Comerica Bank | 14,064 | $1.03M | 0.00% | −502−3.4% | Reduced |
| Illinois Municipal Retirement Fund | 13,573 | $998.7K | 0.01% | −285−2.1% | Reduced |
| Bokf, NA | 13,777 | $994.7K | 0.02% | −1,715−11.1% | Reduced |
| Corebridge Financial, Inc. | 13,376 | $984.2K | 0.01% | −1,048−7.3% | Reduced |
| HSBC Holdings PLC | 13,039 | $966.9K | 0.00% | +5,927+83.3% | Added |
| SummerHaven Investment Management, LLC | 13,090 | $963.2K | 0.59% | 00.0% | Unchanged |
| Amundi | 12,607 | $939.0K | 0.00% | +8,210+186.7% | Added |
| Trexquant Investment LP | 12,654 | $931.1K | 0.01% | +2,446+24.0% | Added |
| Wedge Capital Management L L P | 12,488 | $918.9K | 0.02% | −905−6.8% | Reduced |
| XTX Topco Ltd | 12,470 | $917.5K | 0.08% | +12,470 | New |
| Louisiana State Employees Retirement System | 12,000 | $883.0K | 0.02% | −100−0.8% | Reduced |
| Manufacturers Life Insurance Company, The | 11,919 | $877.0K | 0.00% | −500−4.0% | Reduced |
| Man Group plc | 11,670 | $858.7K | 0.00% | −18,010−60.7% | Reduced |
| Persistent Asset Partners Ltd | 10,558 | $841.8K | 0.72% | +10,558 | New |
| Engineers Gate Manager LP | 11,409 | $839.5K | 0.01% | −1,896−14.3% | Reduced |
| CWM Advisors, LLC | 11,088 | $815.9K | 0.09% | +11,088 | New |
| Lazard Asset Management LLC | 11,068 | $813.0K | 0.00% | −875−7.3% | Reduced |
| United Capital Financial Advisers, LLC | 10,813 | $795.6K | 0.01% | −10.0% | Reduced |
| State of Tennessee, Treasury Department | 10,586 | $778.9K | 0.00% | +3,514+49.7% | Added |
| Unison Advisors LLC | 10,200 | $751.0K | 0.09% | 00.0% | Unchanged |
| Clear Harbor Asset Management, LLC | 9,564 | $703.7K | 0.06% | −790−7.6% | Reduced |
| Yousif Capital Management, LLC | 9,438 | $694.4K | 0.01% | −332−3.4% | Reduced |
| Teachers Retirement System of the State of Kentucky | 9,407 | $692.0K | 0.01% | 00.0% | Unchanged |
| Kovitz Investment Group Partners, LLC | 568,780 | $674.4K | 0.00% | +568,780 | New |
| Sigma Planning Corp | 9,019 | $663.6K | 0.02% | −132−1.4% | Reduced |
| Diversified Trust Co | 8,931 | $657.1K | 0.02% | +787+9.7% | Added |
| KLP Kapitalforvaltning AS | 8,600 | $633.1K | 0.00% | +8,600 | New |
| Maryland State Retirement & Pension System | 8,434 | $620.6K | 0.01% | 00.0% | Unchanged |
| Cynosure Management, LLC | 8,111 | $596.8K | 0.09% | −2,781−25.5% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 7,982 | $587.3K | 0.00% | +1,615+25.4% | Added |
| Jump Financial, LLC | 7,771 | $571.8K | 0.01% | −11,581−59.8% | Reduced |
| State Board of Administration of Florida Retirement System | 7,653 | $563.1K | 0.00% | 00.0% | Unchanged |
| ProShare Advisors LLC | 7,571 | $557.1K | 0.00% | +2,329+44.4% | Added |
| Voya Investment Management LLC | 7,557 | $556.0K | 0.00% | −653−8.0% | Reduced |
| Csenge Advisory Group | 7,444 | $547.7K | 0.03% | 00.0% | Unchanged |
| Balyasny Asset Management LLC | 7,371 | $542.4K | 0.00% | −13,132−64.0% | Reduced |
| Stifel Financial Corp | 7,321 | $538.7K | 0.00% | −291−3.8% | Reduced |
| Amalgamated Bank | 7,252 | $534.0K | 0.00% | −199−2.7% | Reduced |
| Arizona State Retirement System | 7,250 | $533.5K | 0.00% | −27−0.4% | Reduced |
| Los Angeles Capital Management LLC | 7,214 | $530.8K | 0.00% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 6,979 | $513.5K | 0.00% | +16+0.2% | Added |
| Dynamic Technology Lab Private Ltd | 6,780 | $499.0K | 0.08% | −4,099−37.7% | Reduced |
| Harbor Capital Advisors, Inc. | 6,666 | $490.0K | 0.02% | −827−11.0% | Reduced |
| Handelsbanken Fonder AB | 6,200 | $456.0K | 0.00% | +900+17.0% | Added |
| Cetera Investment Advisers | 6,107 | $449.3K | 0.00% | +171+2.9% | Added |
| AdvisorShares Investments LLC | 6,040 | $444.4K | 0.09% | +6,040 | 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 |
| Putney Financial Group LLC | 437,937 | $437.9K | 0.39% | +437,937 | New |
| Meritage Portfolio Management | 5,907 | $434.6K | 0.03% | +5,907 | New |
| Oregon Public Employees Retirement Fund | 5,861 | $431.3K | 0.01% | 00.0% | Unchanged |
| Cambria Investment Management, L.P. | 5,700 | $419.4K | 0.03% | +129+2.3% | Added |
| AQR Capital Management LLC | 5,673 | $417.4K | 0.00% | −1,323−18.9% | Reduced |
| DekaBank Deutsche Girozentrale | 5,646 | $413.0K | 0.00% | 00.0% | Unchanged |
| Renaissance Technologies LLC | 5,600 | $412.0K | 0.00% | +5,600 | New |
| Aquatic Capital Management LLC | 5,333 | $392.4K | 0.01% | +533+11.1% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 5,304 | $390.3K | 0.00% | −35−0.7% | Reduced |
| Alps Advisors Inc | 5,273 | $388.0K | 0.00% | 00.0% | Unchanged |
| Police & Firemen's Retirement System of New Jersey | 5,219 | $384.0K | 0.00% | +5,219 | New |
| Venture Visionary Partners LLC | 5,000 | $367.9K | 0.02% | 00.0% | Unchanged |
| Profund Advisors LLC | 4,753 | $349.7K | 0.01% | +4,753 | New |
| HighTower Advisors, LLC | 4,731 | $348.1K | 0.00% | −1,301−21.6% | Reduced |
| Two Sigma Securities, LLC | 4,674 | $343.9K | 0.06% | +4,674 | New |
| Mesirow Financial Investment Management, Inc. | 4,302 | $316.5K | 0.01% | +53+1.2% | Added |
| US Bancorp | 4,263 | $313.7K | 0.00% | −4,633−52.1% | Reduced |
| Royal Bank of Canada | 4,171 | $307.0K | 0.00% | −834−16.7% | Reduced |
| Xponance, Inc. | 4,167 | $306.6K | 0.00% | +4,167 | New |
| Allianz Asset Management GmbH | 4,100 | $301.7K | 0.00% | −3,200−43.8% | Reduced |
| Bryn Mawr Trust Co | 4,000 | $294.3K | 0.01% | 00.0% | Unchanged |
| Raymond James Financial Inc | 3,789 | $278.8K | 0.00% | +3,789 | New |
| Virtu Financial LLC | 3,760 | $277.0K | 0.01% | +3,760 | New |
| Mutual of America Capital Management LLC | 3,764 | $277.0K | 0.00% | +7+0.2% | Added |
| Steward Partners Investment Advisory, LLC | 3,644 | $268.1K | 0.00% | −1,421−28.1% | Reduced |
| Atria Investments LLC | 3,352 | $246.7K | 0.00% | −1,368−29.0% | Reduced |
| Quadrature Capital Ltd | 3,331 | $244.9K | 0.00% | −4,836−59.2% | Reduced |
| Schechter Investment Advisors, LLC | 3,180 | $234.0K | 0.02% | 00.0% | Unchanged |
| Quest Partners LLC | 3,178 | $233.8K | 0.03% | −8,419−72.6% | Reduced |
| O'Shaughnessy Asset Management, LLC | 3,166 | $233.0K | 0.00% | +117+3.8% | Added |
| Altfest L J & Co Inc | 3,014 | $221.8K | 0.03% | +3,014 | New |
| Pictet Asset Management Holding SA | 2,858 | $210.3K | 0.00% | +2,858 | New |
| AXA S.A. | 2,760 | $203.1K | 0.00% | +2,760 | New |
| Bank of Montreal | 2,738 | $201.5K | 0.00% | +2,738 | New |
| Ameritas Investment Partners, Inc. | 2,503 | $184.2K | 0.01% | 00.0% | Unchanged |
| South Dakota Investment Council | 2,502 | $184.0K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 2,102 | $154.7K | 0.00% | −17−0.8% | Reduced |
| Nisa Investment Advisors, LLC | 2,034 | $149.8K | 0.00% | 00.0% | Unchanged |
| Shell Asset Management Co | 1,758 | $129.0K | 0.01% | 00.0% | Unchanged |
| City State Bank | 1,670 | $122.9K | 0.04% | −1,070−39.1% | Reduced |