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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, 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.

Institutional holdersQ4 2024: 249 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 heldQ4 2024: $1.67B
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, Q4 2024

Shares, value and share of portfolio for each institution holding Pathward Financial, Inc.; share changes are against Q3 2024.

Institutions holding CASH in Q4 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Advisor Group Holdings, Inc.1,623$119.4K0.00%−4,937−75.3%Reduced
Proequities, Inc.1,440$111.3K0.01%00.0%Unchanged
Tower Research Capital LLC (TRC)1,442$106.1K0.00%−3,946−73.2%Reduced
KBC Group NV1,417$104.0K0.00%+445+45.8%Added
Brown Brothers Harriman & Co1,372$101.0K0.00%00.0%Unchanged
Disciplina Capital Management LLC948$69.8K0.01%00.0%Unchanged
First Community Trust NA900$66.2K0.05%00.0%Unchanged
Globeflex Capital L P864$63.6K0.01%00.0%Unchanged
RMR Wealth Builders40,406$61.1K0.01%+18,947+88.3%Added
Federated Hermes, Inc.760$55.9K0.00%−145−16.0%Reduced
USA Financial Portformulas Corp744$54.7K0.01%−102−12.1%Reduced
CWM, LLC662$49.0K0.00%+61+10.1%Added
Sterling Capital Management LLC587$43.2K0.00%+516+726.8%Added
Smartleaf Asset Management LLC551$40.9K0.00%+414+302.2%Added
GAMMA Investing LLC505$37.2K0.00%+92+22.3%Added
Financial Management Professionals, Inc.438$32.2K0.00%00.0%Unchanged
Picton Mahoney Asset Management396$29.0K0.00%+79+24.9%Added
Federation des caisses Desjardins du Quebec350$25.8K0.00%00.0%Unchanged
Public Employees Retirement System of Ohio348$25.6K0.00%−17−4.7%Reduced
LGT Financial Advisors LLC293$21.6K0.05%00.0%Unchanged
Promethos Capital, LLC250$18.4K0.01%00.0%Unchanged
Covestor Ltd186$14.0K0.01%+13+7.5%Added
Versant Capital Management, Inc150$11.0K0.00%+150New
Caitong International Asset Management Co., Ltd131$9.64K0.01%+131New
Bessemer Group Inc102$8.00K0.00%+62+155.0%Added
LRI Investments, LLC83$6.07K0.00%00.0%Unchanged
Massmutual Trust Co FSB82$6.03K0.00%00.0%Unchanged
Umb Bank N A69$5.08K0.00%00.0%Unchanged
Bell Investment Advisors, Inc60$4.42K0.00%00.0%Unchanged
Fortitude Family Office, LLC57$4.19K0.00%00.0%Unchanged
Bogart Wealth, LLC56$4.12K0.00%+56New
Pinnacle Wealth Planning Services, Inc.55$4.05K0.00%+55New
Ronald Blue Trust, Inc.47$3.46K0.00%00.0%Unchanged
Parallel Advisors, LLC45$3.31K0.00%+45New
Assetmark, Inc43$3.16K0.00%+43New
Fifth Third Bancorp26$1.91K0.00%00.0%Unchanged
Jones Financial Companies LLLP25$1.84K0.00%00.0%Unchanged
Quadrant Capital Group LLC23$1.69K0.00%00.0%Unchanged
Principal Securities, Inc.21$1.54K0.00%00.0%Unchanged
Rothschild Investment LLC20$1.47K0.00%00.0%Unchanged
Concord Wealth Partners17$1.25K0.00%00.0%Unchanged
EverSource Wealth Advisors, LLC11$8090.00%+11New
Global Retirement Partners, LLC4$2940.00%−41−91.1%Reduced
Parkside Financial Bank & Trust3$2210.00%00.0%Unchanged
IFP Advisors, Inc0$2210.00%0New
Larson Financial Group LLC2$1470.00%00.0%Unchanged
Huntington National Bank1$740.00%00.0%Unchanged
USAdvisors Wealth Management, LLC443––−42−8.7%Reduced
Vinva Investment Management Ltd110,809––+6,301+6.0%Added
Philosophy Capital Management LLC0$00.00%−234,606−100.0%Sold out
Alta Fox Capital Management, LLC0$00.00%−157,154−100.0%Sold out
Seizert Capital Partners, LLC0$00.00%−28,855−100.0%Sold out
Cubist Systematic Strategies, LLC0$00.00%−20,746−100.0%Sold out
Canada Pension Plan Investment Board0$00.00%−19,800−100.0%Sold out
Boothbay Fund Management, LLC0$00.00%−18,435−100.0%Sold out
Marshall Wace, LLP0$00.00%−17,196−100.0%Sold out
Quantbot Technologies LP0$00.00%−11,571−100.0%Sold out
Toroso Investments, LLC0$00.00%−10,984−100.0%Sold out
Schonfeld Strategic Advisors LLC0$00.00%−7,970−100.0%Sold out
Sherbrooke Park Advisers LLC0$00.00%−7,879−100.0%Sold out
Quantedge Capital Pte Ltd0$00.00%−7,400−100.0%Sold out
Everence Capital Management Inc0$00.00%−6,750−100.0%Sold out
West Tower Group, LLC0$00.00%−5,990−100.0%Sold out
Corsair Capital Management, L.P.0$00.00%−5,797−100.0%Sold out
Inspire Advisors, LLC0$00.00%−4,935−100.0%Sold out
Carmel Capital Partners, LLC0$00.00%−4,708−100.0%Sold out
Brevan Howard Capital Management LP0$00.00%−4,574−100.0%Sold out
Entropy Technologies, LP0$00.00%−4,149−100.0%Sold out
SageView Advisory Group, LLC0$00.00%−4,134−100.0%Sold out
Envestnet Portfolio Solutions, Inc.0$00.00%−3,354−100.0%Sold out
Centiva Capital, LP0$00.00%−3,221−100.0%Sold out
SG Americas Securities, LLC0$00.00%−3,211−100.0%Sold out
LMR Partners LLP0$00.00%−3,122−100.0%Sold out
Point72 Asia (Singapore) Pte. Ltd.0$00.00%−1,421−100.0%Sold out
nVerses Capital, LLC0$00.00%−1,200−100.0%Sold out
Catalyst Funds Management Pty Ltd0$00.00%−800−100.0%Sold out
Harvest Fund Management Co., Ltd0$00.00%−729−100.0%Sold out
Acadian Asset Management LLC0$00.00%−531−100.0%Sold out
Point72 (DIFC) Ltd0$00.00%−530−100.0%Sold out
Quarry LP0$00.00%−394−100.0%Sold out
Gladius Capital Management LP0$00.00%−381−100.0%Sold out
Northwestern Mutual Wealth Management Co0$00.00%−200−100.0%Sold out
Simplex Trading, LLC0$00.00%−167−100.0%Sold out
Coppell Advisory Solutions LLC0$00.00%−133−100.0%Sold out
Capital Performance Advisors LLP0$00.00%−30−100.0%Sold out
Mendota Financial Group, LLC0$00.00%−1−100.0%Sold out
Lodestone Wealth Management LLC0$00.00%−3,423−100.0%Sold out
Raymond James & Associates––––Not filed