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 |
|---|---|---|---|---|---|
| Glenmede Trust Co NA | 17,641 | $1.29M | 0.01% | −257−1.4% | Reduced |
| Meeder Asset Management Inc | 17,548 | $1.28M | 0.09% | +17,548 | New |
| Thrivent Financial for Lutherans | 17,515 | $1.28M | 0.00% | −1,690−8.8% | Reduced |
| Virginia Retirement Systems Et Al | 17,149 | $1.25M | 0.01% | +17,149 | New |
| Price T Rowe Associates Inc | 16,663 | $1.22M | 0.00% | +969+6.2% | Added |
| Emerald Mutual Fund Advisers Trust | 16,572 | $1.21M | 0.09% | 00.0% | Unchanged |
| Lombard Odier Asset Management (Europe) Ltd | 16,500 | $1.20M | 0.10% | 00.0% | Unchanged |
| Pacific Ridge Capital Partners, LLC | 16,190 | $1.18M | 0.31% | −127−0.8% | Reduced |
| Ensign Peak Advisors, Inc | 14,718 | $1.07M | 0.00% | 00.0% | Unchanged |
| Wedge Capital Management L L P | 14,523 | $1.06M | 0.02% | +2,035+16.3% | Added |
| Teacher Retirement System of Texas | 14,521 | $1.06M | 0.00% | −30,949−68.1% | Reduced |
| Mercer Global Advisors Inc | 14,502 | $1.06M | 0.00% | −6,262−30.2% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 14,413 | $1.05M | 0.00% | +111+0.8% | Added |
| MetLife Investment Management | 14,010 | $1.02M | 0.01% | −1,207−7.9% | Reduced |
| Wells Fargo & Company | 13,972 | $1.02M | 0.00% | −144−1.0% | Reduced |
| Illinois Municipal Retirement Fund | 13,536 | $987.5K | 0.01% | −37−0.3% | Reduced |
| Royce & Associates LP | 13,475 | $983.0K | 0.01% | −3,139−18.9% | Reduced |
| Bokf, NA | 13,394 | $977.1K | 0.02% | −383−2.8% | Reduced |
| SummerHaven Investment Management, LLC | 13,271 | $968.1K | 0.68% | +181+1.4% | Added |
| State of Alaska, Department of Revenue | 13,213 | $963.0K | 0.01% | −956−6.7% | Reduced |
| Corebridge Financial, Inc. | 12,613 | $920.1K | 0.01% | −763−5.7% | Reduced |
| OP Asset Management Ltd | 12,085 | $881.6K | 0.01% | +12,085 | New |
| Lazard Asset Management LLC | 12,058 | $878.0K | 0.00% | +990+8.9% | Added |
| Louisiana State Employees Retirement System | 11,200 | $817.0K | 0.02% | −800−6.7% | Reduced |
| Manufacturers Life Insurance Company, The | 11,176 | $815.3K | 0.00% | −743−6.2% | Reduced |
| United Capital Financial Advisers, LLC | 10,813 | $788.8K | 0.01% | 00.0% | Unchanged |
| Unison Advisors LLC | 10,200 | $744.6K | 0.09% | 00.0% | Unchanged |
| Trexquant Investment LP | 10,146 | $740.2K | 0.01% | −2,508−19.8% | Reduced |
| Sigma Planning Corp | 10,113 | $737.8K | 0.02% | +1,094+12.1% | Added |
| Clear Harbor Asset Management, LLC | 9,509 | $693.7K | 0.06% | −55−0.6% | Reduced |
| Amundi | 9,888 | $689.1K | 0.00% | −2,719−21.6% | Reduced |
| Teachers Retirement System of the State of Kentucky | 9,407 | $687.0K | 0.01% | 00.0% | Unchanged |
| AQR Capital Management LLC | 9,152 | $667.6K | 0.00% | +3,479+61.3% | Added |
| Cynosure Management, LLC | 9,145 | $667.1K | 0.09% | +1,034+12.7% | Added |
| Diversified Trust Co | 9,097 | $663.6K | 0.02% | +166+1.9% | Added |
| Harbor Capital Advisors, Inc. | 9,085 | $663.0K | 0.03% | +2,419+36.3% | Added |
| Yousif Capital Management, LLC | 8,824 | $643.7K | 0.01% | −614−6.5% | Reduced |
| Grizzlyrock Capital, LLC | 8,600 | $627.4K | 0.57% | −21,700−71.6% | Reduced |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 8,011 | $584.4K | 0.00% | +8,011 | New |
| Cetera Investment Advisers | 7,880 | $574.9K | 0.00% | +1,773+29.0% | Added |
| SG Americas Securities, LLC | 7,843 | $572.0K | 0.00% | +7,843 | New |
| KLP Kapitalforvaltning AS | 7,800 | $569.3K | 0.00% | −800−9.3% | Reduced |
| State Board of Administration of Florida Retirement System | 7,653 | $558.3K | 0.00% | 00.0% | Unchanged |
| Cambria Investment Management, L.P. | 7,544 | $550.3K | 0.04% | +1,844+32.4% | Added |
| Stifel Financial Corp | 7,402 | $540.0K | 0.00% | +81+1.1% | Added |
| Los Angeles Capital Management LLC | 7,214 | $526.3K | 0.00% | 00.0% | Unchanged |
| Csenge Advisory Group | 7,454 | $524.3K | 0.03% | +10+0.1% | Added |
| Maryland State Retirement & Pension System | 6,954 | $507.3K | 0.01% | −1,480−17.5% | Reduced |
| Arizona State Retirement System | 6,898 | $503.2K | 0.00% | −352−4.9% | Reduced |
| Amalgamated Bank | 6,846 | $499.0K | 0.00% | −406−5.6% | Reduced |
| Voya Investment Management LLC | 6,676 | $487.0K | 0.00% | −881−11.7% | Reduced |
| Quadrature Capital Ltd | 6,256 | $457.2K | 0.01% | +2,925+87.8% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 6,226 | $454.2K | 0.00% | −1,756−22.0% | Reduced |
| Handelsbanken Fonder AB | 6,200 | $452.0K | 0.00% | 00.0% | Unchanged |
| AdvisorShares Investments LLC | 6,040 | $446.5K | 0.09% | 00.0% | Unchanged |
| Jump Financial, LLC | 6,055 | $441.7K | 0.01% | −1,716−22.1% | Reduced |
| State of Tennessee, Treasury Department | 5,971 | $435.6K | 0.00% | −4,615−43.6% | Reduced |
| 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 |
| J.W. Cole Advisors, Inc. | 5,849 | $426.7K | 0.01% | +5,849 | New |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 5,707 | $416.3K | 0.00% | +403+7.6% | Added |
| Advisor Group Holdings, Inc. | 5,693 | $415.3K | 0.00% | +4,070+250.8% | Added |
| ProShare Advisors LLC | 5,685 | $414.7K | 0.00% | −1,886−24.9% | Reduced |
| Meritage Portfolio Management | 5,677 | $414.1K | 0.03% | −230−3.9% | Reduced |
| Putney Financial Group LLC | 411,470 | $411.5K | 0.43% | −26,467−6.0% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 5,566 | $406.0K | 0.00% | +347+6.6% | Added |
| DekaBank Deutsche Girozentrale | 5,646 | $406.0K | 0.00% | 00.0% | Unchanged |
| Oregon Public Employees Retirement Fund | 5,461 | $398.4K | 0.01% | −400−6.8% | Reduced |
| CIBC World Markets Corp | 5,364 | $391.3K | 0.00% | +5,364 | New |
| Squarepoint Ops LLC | 5,097 | $371.8K | 0.00% | −21,736−81.0% | Reduced |
| Royal Bank of Canada | 5,057 | $369.0K | 0.00% | +886+21.2% | Added |
| Venture Visionary Partners LLC | 5,000 | $364.8K | 0.02% | 00.0% | Unchanged |
| Alps Advisors Inc | 4,983 | $363.5K | 0.00% | −290−5.5% | Reduced |
| ISAM Funds (UK) Ltd | 4,947 | $360.9K | 0.18% | +4,947 | New |
| HighTower Advisors, LLC | 4,906 | $357.9K | 0.00% | +175+3.7% | Added |
| MML Investors Services, LLC | 4,793 | $350.0K | 0.00% | +4,793 | New |
| Wedbush Securities Inc | 4,382 | $320.0K | 0.01% | +4,382 | New |
| US Bancorp | 4,215 | $307.5K | 0.00% | −48−1.1% | Reduced |
| Marshall Wace, LLP | 4,185 | $305.3K | 0.00% | +4,185 | New |
| Mesirow Financial Investment Management, Inc. | 4,302 | $298.5K | 0.01% | 00.0% | Unchanged |
| Engineers Gate Manager LP | 4,051 | $295.5K | 0.00% | −7,358−64.5% | Reduced |
| Bryn Mawr Trust Co | 4,000 | $291.8K | 0.01% | 00.0% | Unchanged |
| Xponance, Inc. | 3,903 | $284.7K | 0.00% | −264−6.3% | Reduced |
| Dynamic Technology Lab Private Ltd | 3,772 | $275.0K | 0.04% | −3,008−44.4% | Reduced |
| Steward Partners Investment Advisory, LLC | 3,644 | $265.8K | 0.00% | 00.0% | Unchanged |
| Bank of Montreal | 3,511 | $256.1K | 0.00% | +773+28.2% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 3,503 | $255.5K | 0.00% | +3,503 | New |
| Mutual of America Capital Management LLC | 3,473 | $253.4K | 0.00% | −291−7.7% | Reduced |
| Pictet Asset Management Holding SA | 3,300 | $240.7K | 0.00% | +442+15.5% | Added |
| First Citizens Bank & Trust Co | 3,238 | $236.2K | 0.01% | +3,238 | New |
| Concurrent Investment Advisors, LLC | 3,217 | $234.7K | 0.01% | +3,217 | New |
| Schechter Investment Advisors, LLC | 3,180 | $232.0K | 0.02% | 00.0% | Unchanged |
| Atria Investments LLC | 3,115 | $227.3K | 0.00% | −237−7.1% | Reduced |
| O'Shaughnessy Asset Management, LLC | 3,079 | $224.6K | 0.00% | −87−2.7% | Reduced |
| Two Sigma Securities, LLC | 3,037 | $221.5K | 0.03% | −1,637−35.0% | Reduced |
| Altfest L J & Co Inc | 3,014 | $219.9K | 0.03% | 00.0% | Unchanged |
| Envestnet Portfolio Solutions, Inc. | 3,003 | $219.1K | 0.00% | +3,003 | New |
| South Dakota Investment Council | 2,502 | $183.0K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 2,503 | $182.6K | 0.01% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 2,110 | $153.9K | 0.00% | +8+0.4% | Added |