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
- $1.56B
- −$82.6M (−5.0%) 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 | $1.56B |
| 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, 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 |
|---|---|---|---|---|---|
| Hantz Financial Services, Inc. | 4 | $0 | 0.00% | +4 | New |
| EverSource Wealth Advisors, LLC | 1 | $73 | 0.00% | −10−90.9% | Reduced |
| Huntington National Bank | 1 | $73 | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 2 | $146 | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 3 | $219 | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 0 | $219 | 0.00% | 0 | Unchanged |
| SBI Securities Co., Ltd. | 4 | $292 | 0.00% | +4 | New |
| Caitong International Asset Management Co., Ltd | 12 | $875 | 0.00% | −119−90.8% | Reduced |
| True Wealth Design, LLC | 17 | $1.24K | 0.00% | +17 | New |
| Cullen/Frost Bankers, Inc. | 18 | $1.31K | 0.00% | +18 | New |
| Principal Securities, Inc. | 21 | $1.54K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 23 | $1.68K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 27 | $1.97K | 0.00% | −29−51.8% | Reduced |
| Skopos Labs, Inc. | 28 | $2.04K | 0.00% | +28 | New |
| Rothschild Investment LLC | 35 | $2.55K | 0.00% | +15+75.0% | Added |
| Colonial Trust Co | 37 | $2.70K | 0.00% | +37 | New |
| Bessemer Group Inc | 46 | $3.00K | 0.00% | −56−54.9% | Reduced |
| Assetmark, Inc | 43 | $3.14K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 46 | $3.35K | 0.00% | +21+84.0% | Added |
| Ronald Blue Trust, Inc. | 47 | $3.43K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 48 | $3.50K | 0.00% | +48 | New |
| Creative Financial Designs Inc | 53 | $3.87K | 0.00% | +53 | New |
| Fortitude Family Office, LLC | 57 | $4.16K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 60 | $4.38K | 0.00% | 00.0% | Unchanged |
| Boston Private Wealth LLC | 70 | $5.11K | 0.00% | +70 | New |
| Massmutual Trust Co FSB | 82 | $5.98K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 83 | $6.02K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 88 | $6.42K | 0.00% | +19+27.5% | Added |
| Fifth Third Bancorp | 107 | $7.81K | 0.00% | +81+311.5% | Added |
| Versant Capital Management, Inc | 150 | $10.9K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 172 | $13.0K | 0.01% | −14−7.5% | Reduced |
| Farther Finance Advisors, LLC | 196 | $14.5K | 0.00% | +196 | New |
| Promethos Capital, LLC | 250 | $18.2K | 0.01% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 284 | $20.7K | 0.00% | +284 | New |
| Sterling Capital Management LLC | 307 | $22.4K | 0.00% | −280−47.7% | Reduced |
| Public Employees Retirement System of Ohio | 321 | $23.4K | 0.00% | −27−7.8% | Reduced |
| Federation des caisses Desjardins du Quebec | 350 | $25.5K | 0.00% | 00.0% | Unchanged |
| Aster Capital Management (DIFC) Ltd | 422 | $32.7K | 0.01% | +422 | New |
| Opal Wealth Advisors, LLC | 486 | $35.5K | 0.01% | +486 | New |
| Smartleaf Asset Management LLC | 520 | $37.8K | 0.00% | −31−5.6% | Reduced |
| GAMMA Investing LLC | 628 | $45.8K | 0.00% | +123+24.4% | Added |
| CWM, LLC | 767 | $56.0K | 0.00% | +105+15.9% | Added |
| Federated Hermes, Inc. | 854 | $62.3K | 0.00% | +94+12.4% | Added |
| Globeflex Capital L P | 864 | $63.0K | 0.01% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 870 | $63.5K | 0.00% | −572−39.7% | Reduced |
| First Community Trust NA | 900 | $65.7K | 0.06% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 1,372 | $100.1K | 0.00% | 00.0% | Unchanged |
| KBC Group NV | 1,417 | $103.0K | 0.00% | 00.0% | Unchanged |
| City State Bank | 1,670 | $121.8K | 0.04% | 00.0% | Unchanged |
| Shell Asset Management Co | 1,687 | $123.0K | 0.01% | −71−4.0% | Reduced |
| Vestcor Inc | 1,690 | $123.0K | 0.00% | +1,690 | New |
| Nisa Investment Advisors, LLC | 2,034 | $148.5K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 2,110 | $153.9K | 0.00% | +8+0.4% | Added |
| Ameritas Investment Partners, Inc. | 2,503 | $182.6K | 0.01% | 00.0% | Unchanged |
| South Dakota Investment Council | 2,502 | $183.0K | 0.00% | 00.0% | Unchanged |
| Envestnet Portfolio Solutions, Inc. | 3,003 | $219.1K | 0.00% | +3,003 | New |
| Altfest L J & Co Inc | 3,014 | $219.9K | 0.03% | 00.0% | Unchanged |
| Two Sigma Securities, LLC | 3,037 | $221.5K | 0.03% | −1,637−35.0% | Reduced |
| O'Shaughnessy Asset Management, LLC | 3,079 | $224.6K | 0.00% | −87−2.7% | Reduced |
| Atria Investments LLC | 3,115 | $227.3K | 0.00% | −237−7.1% | Reduced |
| Schechter Investment Advisors, LLC | 3,180 | $232.0K | 0.02% | 00.0% | Unchanged |
| Concurrent Investment Advisors, LLC | 3,217 | $234.7K | 0.01% | +3,217 | New |
| First Citizens Bank & Trust Co | 3,238 | $236.2K | 0.01% | +3,238 | New |
| Pictet Asset Management Holding SA | 3,300 | $240.7K | 0.00% | +442+15.5% | Added |
| Mutual of America Capital Management LLC | 3,473 | $253.4K | 0.00% | −291−7.7% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 3,503 | $255.5K | 0.00% | +3,503 | New |
| Bank of Montreal | 3,511 | $256.1K | 0.00% | +773+28.2% | Added |
| Steward Partners Investment Advisory, LLC | 3,644 | $265.8K | 0.00% | 00.0% | Unchanged |
| Dynamic Technology Lab Private Ltd | 3,772 | $275.0K | 0.04% | −3,008−44.4% | Reduced |
| Xponance, Inc. | 3,903 | $284.7K | 0.00% | −264−6.3% | Reduced |
| Bryn Mawr Trust Co | 4,000 | $291.8K | 0.01% | 00.0% | Unchanged |
| Engineers Gate Manager LP | 4,051 | $295.5K | 0.00% | −7,358−64.5% | Reduced |
| Mesirow Financial Investment Management, Inc. | 4,302 | $298.5K | 0.01% | 00.0% | Unchanged |
| Marshall Wace, LLP | 4,185 | $305.3K | 0.00% | +4,185 | New |
| US Bancorp | 4,215 | $307.5K | 0.00% | −48−1.1% | Reduced |
| Wedbush Securities Inc | 4,382 | $320.0K | 0.01% | +4,382 | New |
| MML Investors Services, LLC | 4,793 | $350.0K | 0.00% | +4,793 | New |
| HighTower Advisors, LLC | 4,906 | $357.9K | 0.00% | +175+3.7% | Added |
| ISAM Funds (UK) Ltd | 4,947 | $360.9K | 0.18% | +4,947 | New |
| Alps Advisors Inc | 4,983 | $363.5K | 0.00% | −290−5.5% | Reduced |
| Venture Visionary Partners LLC | 5,000 | $364.8K | 0.02% | 00.0% | Unchanged |
| Royal Bank of Canada | 5,057 | $369.0K | 0.00% | +886+21.2% | Added |
| Squarepoint Ops LLC | 5,097 | $371.8K | 0.00% | −21,736−81.0% | Reduced |
| CIBC World Markets Corp | 5,364 | $391.3K | 0.00% | +5,364 | New |
| Oregon Public Employees Retirement Fund | 5,461 | $398.4K | 0.01% | −400−6.8% | Reduced |
| DekaBank Deutsche Girozentrale | 5,646 | $406.0K | 0.00% | 00.0% | Unchanged |
| Police & Firemen's Retirement System of New Jersey | 5,566 | $406.0K | 0.00% | +347+6.6% | Added |
| Putney Financial Group LLC | 411,470 | $411.5K | 0.43% | −26,467−6.0% | Reduced |
| Meritage Portfolio Management | 5,677 | $414.1K | 0.03% | −230−3.9% | Reduced |
| ProShare Advisors LLC | 5,685 | $414.7K | 0.00% | −1,886−24.9% | Reduced |
| Advisor Group Holdings, Inc. | 5,693 | $415.3K | 0.00% | +4,070+250.8% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 5,707 | $416.3K | 0.00% | +403+7.6% | Added |
| J.W. Cole Advisors, Inc. | 5,849 | $426.7K | 0.01% | +5,849 | New |
| Brinker Capital Investments, LLC | 5,901 | $430.5K | 0.00% | −136−2.3% | Reduced |
| Orion Portfolio Solutions, LLC | 5,901 | $430.5K | 0.00% | −136−2.3% | Reduced |
| State of Tennessee, Treasury Department | 5,971 | $435.6K | 0.00% | −4,615−43.6% | Reduced |
| Jump Financial, LLC | 6,055 | $441.7K | 0.01% | −1,716−22.1% | Reduced |
| AdvisorShares Investments LLC | 6,040 | $446.5K | 0.09% | 00.0% | Unchanged |
| Handelsbanken Fonder AB | 6,200 | $452.0K | 0.00% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 6,226 | $454.2K | 0.00% | −1,756−22.0% | Reduced |