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, Q1 2025
Institutional positions in Pathward Financial, Inc. as of Mar 31, 2025. 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
- 254
- +7 vs. Q4 2024
- Shares held
- 21.6M
- −1.43M (−6.2%) vs. Q4 2024
- Total value
- $1.63B
- −$82.7M (−4.8%) vs. Q4 2024
- New holders
- 35
- 69 more added
- Sold out
- 28
- 105 more reduced
2 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2025
Shares, value and share of portfolio for each institution holding Pathward Financial, Inc.; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock, Inc. | 3,457,465 | $252.2M | 0.01% | −108,064−3.0% | Reduced |
| FMR LLC | 2,136,658 | $155.9M | 0.01% | −66,945−3.0% | Reduced |
| Vanguard Group Inc | 1,754,129 | $128.0M | 0.00% | −24,818−1.4% | Reduced |
| State Street Corp | 1,527,537 | $111.5M | 0.00% | −125,199−7.6% | Reduced |
| Dimensional Fund Advisors LP | 1,292,996 | $94.3M | 0.02% | −126,749−8.9% | Reduced |
| Vinva Investment Management Ltd | 113,188 | $65.3M | 2.59% | +2,379+2.1% | Added |
| Geode Capital Management, LLC | 716,347 | $52.3M | 0.00% | +4,809+0.7% | Added |
| American Century Companies Inc | 686,423 | $50.1M | 0.03% | +43,273+6.7% | Added |
| JPMorgan Chase & Co | 450,470 | $32.9M | 0.00% | −118,768−20.9% | Reduced |
| Morgan Stanley | 421,705 | $30.8M | 0.00% | −43,233−9.3% | Reduced |
| Austin Asset Management Co Inc | 0 | $23.6M | 4.91% | 0 | Unchanged |
| Charles Schwab Investment Management Inc | 315,803 | $23.0M | 0.00% | −15,652−4.7% | Reduced |
| UBS Asset Management Americas Inc | 312,765 | $22.8M | 0.01% | −6,166−1.9% | Reduced |
| Nuveen, LLC | 312,478 | $22.8M | 0.01% | +312,478 | New |
| Invesco Ltd. | 307,261 | $22.4M | 0.00% | +72,542+30.9% | Added |
| Mawer Investment Management Ltd. | 287,644 | $21.0M | 0.10% | +28,829+11.1% | Added |
| Northern Trust Corp | 267,096 | $19.5M | 0.00% | −920−0.3% | Reduced |
| Driehaus Capital Management LLC | 247,299 | $18.0M | 0.17% | −920−0.4% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 235,005 | $17.1M | 0.03% | +6,305+2.8% | Added |
| Two Sigma Investments, LP | 209,691 | $15.3M | 0.03% | +59,172+39.3% | Added |
| Bank of New York Mellon Corp | 190,672 | $13.9M | 0.00% | −12,884−6.3% | Reduced |
| Goldman Sachs Group Inc | 180,950 | $13.2M | 0.00% | −649,776−78.2% | Reduced |
| Wellington Management Group LLP | 178,193 | $13.0M | 0.00% | +178,193 | New |
| Foundry Partners, LLC | 176,606 | $12.9M | 0.68% | +2,393+1.4% | Added |
| Elgethun Capital Management | 173,959 | $12.7M | 2.84% | +7,470+4.5% | Added |
| Panagora Asset Management Inc | 164,681 | $12.0M | 0.06% | +275+0.2% | Added |
| Phocas Financial Corp. | 163,341 | $11.9M | 1.83% | −9,436−5.5% | Reduced |
| Qube Research & Technologies Ltd | 156,946 | $11.4M | 0.02% | −11,839−7.0% | Reduced |
| Jupiter Asset Management Ltd | 155,269 | $11.3M | 0.11% | +54,924+54.7% | Added |
| Two Sigma Advisers, LP | 141,200 | $10.3M | 0.02% | +10,800+8.3% | Added |
| Moody Aldrich Partners LLC | 136,355 | $9.95M | 2.08% | −2,054−1.5% | Reduced |
| Neumeier Poma Investment Counsel LLC | 132,680 | $9.68M | 1.04% | +132,680 | New |
| Millennium Management LLC | 128,645 | $9.38M | 0.01% | +93,308+264.1% | Added |
| Voloridge Investment Management, LLC | 122,500 | $8.94M | 0.03% | −15,584−11.3% | Reduced |
| Principal Financial Group Inc | 118,849 | $8.67M | 0.00% | −1,882−1.6% | Reduced |
| Orchard Capital Managment, LLC | 116,195 | $8.48M | 5.80% | −39,636−25.4% | Reduced |
| Public Sector Pension Investment Board | 114,931 | $8.38M | 0.04% | −120,006−51.1% | Reduced |
| Aptus Capital Advisors, LLC | 112,516 | $8.21M | 0.09% | +12,722+12.7% | Added |
| Algert Global LLC | 102,647 | $7.49M | 0.19% | −12,330−10.7% | Reduced |
| Kennedy Capital Management, Inc. | 100,417 | $7.33M | 0.17% | +74,710+290.6% | Added |
| State of Wisconsin Investment Board | 95,225 | $6.95M | 0.02% | −2,166−2.2% | Reduced |
| Allspring Global Investments Holdings, LLC | 78,437 | $5.80M | 0.01% | +71,458+1,023.9% | Added |
| Prudential Financial Inc | 74,310 | $5.42M | 0.01% | +14,060+23.3% | Added |
| Bridgeway Capital Management, LLC | 72,401 | $5.28M | 0.13% | −14,730−16.9% | Reduced |
| Rhumbline Advisers | 67,407 | $4.92M | 0.00% | −4,277−6.0% | Reduced |
| UBS Group AG | 66,923 | $4.88M | 0.00% | +16,981+34.0% | Added |
| Legal & General Group Plc | 66,611 | $4.86M | 0.00% | −2,914−4.2% | Reduced |
| F/M Investments LLC | 63,099 | $4.60M | 0.18% | +253+0.4% | Added |
| D. E. Shaw & Co., Inc. | 62,791 | $4.58M | 0.01% | −19,609−23.8% | Reduced |
| Brandywine Global Investment Management, LLC | 58,648 | $4.28M | 0.03% | −2,210−3.6% | Reduced |
| Ameriprise Financial Inc | 56,418 | $4.12M | 0.00% | −5,758−9.3% | Reduced |
| Intech Investment Management LLC | 54,280 | $3.96M | 0.04% | +22,182+69.1% | Added |
| John W. Rosenthal Capital Management, Inc. | 53,217 | $3.88M | 3.92% | −1,632−3.0% | Reduced |
| Bank of America Corp | 53,197 | $3.88M | 0.00% | +2,736+5.4% | Added |
| HSBC Holdings PLC | 51,587 | $3.76M | 0.00% | +38,548+295.6% | Added |
| Citigroup Inc | 51,517 | $3.76M | 0.00% | −4,856−8.6% | Reduced |
| Alliancebernstein L.P. | 51,147 | $3.73M | 0.00% | +4,735+10.2% | Added |
| First Trust Advisors LP | 50,642 | $3.69M | 0.00% | −7,651−13.1% | Reduced |
| Paragon Capital Management Ltd | 0 | $3.66M | 0.75% | 0 | Unchanged |
| Denali Advisors LLC | 48,370 | $3.53M | 0.40% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 47,172 | $3.44M | 0.01% | +31,107+193.6% | Added |
| Franklin Resources Inc | 47,031 | $3.43M | 0.00% | +5,328+12.8% | Added |
| Swiss National Bank | 46,700 | $3.41M | 0.00% | −2,400−4.9% | Reduced |
| Barclays PLC | 42,713 | $3.12M | 0.00% | −15,062−26.1% | Reduced |
| Vident Advisory, LLC | 42,357 | $3.09M | 0.05% | +6,354+17.6% | Added |
| Jane Street Group, LLC | 40,706 | $2.97M | 0.01% | −872−2.1% | Reduced |
| Victory Capital Management Inc | 40,691 | $2.97M | 0.00% | −1,037−2.5% | Reduced |
| RMR Capital Management, LLC | 38,588 | $2.81M | 2.03% | −29−0.1% | Reduced |
| EAM Investors, LLC | 36,919 | $2.69M | 0.47% | −10,202−21.7% | Reduced |
| SEI Investments Co | 35,694 | $2.60M | 0.00% | −1,411−3.8% | Reduced |
| Great West Life Assurance Co | 34,234 | $2.50M | 0.00% | −2,912−7.8% | Reduced |
| BNP Paribas Arbitrage, SA | 33,769 | $2.46M | 0.00% | +5,044+17.6% | Added |
| HRT Financial LP | 33,559 | $2.45M | 0.02% | +9,217+37.9% | Added |
| Epoch Investment Partners, Inc. | 33,272 | $2.43M | 0.01% | −21,741−39.5% | Reduced |
| Pathstone Holdings, LLC | 32,679 | $2.38M | 0.01% | +793+2.5% | Added |
| Verition Fund Management LLC | 32,526 | $2.37M | 0.01% | +13,879+74.4% | Added |
| AXA S.A. | 31,583 | $2.30M | 0.01% | +28,823+1,044.3% | Added |
| Janus Henderson Group PLC | 31,521 | $2.29M | 0.00% | +8,572+37.4% | Added |
| New York State Common Retirement Fund | 31,425 | $2.29M | 0.00% | −267−0.8% | Reduced |
| Envestnet Asset Management Inc | 31,314 | $2.28M | 0.00% | +13,252+73.4% | Added |
| Rafferty Asset Management, LLC | 29,955 | $2.19M | 0.01% | −5,226−14.9% | Reduced |
| Citadel Advisors LLC | 28,119 | $2.05M | 0.00% | −39,713−58.5% | Reduced |
| Chou Associates Management Inc.SuperinvestorChou Associates | 27,389 | $2.00M | 1.08% | 00.0% | Unchanged |
| Natixis Advisors, L.P. | 27,121 | $1.98M | 0.00% | +3,481+14.7% | Added |
| Comerica Bank | 26,696 | $1.95M | 0.01% | +12,632+89.8% | Added |
| New York State Teachers Retirement System | 26,390 | $1.93M | 0.00% | −3,085−10.5% | Reduced |
| XTX Topco Ltd | 24,846 | $1.81M | 0.09% | +12,376+99.2% | Added |
| Van Hulzen Asset Management, LLC | 24,500 | $1.79M | 0.16% | +24,500 | New |
| Russell Investments Group, Ltd. | 24,392 | $1.78M | 0.00% | −385−1.6% | Reduced |
| Tealwood Asset Management Inc | 23,214 | $1.69M | 0.78% | −731−3.1% | Reduced |
| California State Teachers Retirement System | 22,772 | $1.66M | 0.00% | −589−2.5% | Reduced |
| Susquehanna Fundamental Investments, LLC | 21,974 | $1.60M | 0.03% | −2,426−9.9% | Reduced |
| Sippican Capital Advisors | 21,970 | $1.60M | 1.21% | −100−0.5% | Reduced |
| Dark Forest Capital Management LP | 21,271 | $1.55M | 0.07% | +21,271 | New |
| Danske Bank A/S | 21,016 | $1.53M | 0.00% | +2,368+12.7% | Added |
| Credit Agricole S A | 20,403 | $1.49M | 0.01% | 00.0% | Unchanged |
| Assenagon Asset Management S.A. | 20,314 | $1.48M | 0.00% | −127,346−86.2% | Reduced |
| Deutsche Bank AG | 20,164 | $1.47M | 0.00% | −1,907−8.6% | Reduced |
| NFJ Investment Group, LLC | 20,010 | $1.46M | 0.05% | −26,370−56.9% | Reduced |
| Militia Capital Partners, LP | 20,000 | $1.46M | 0.59% | +20,000 | New |