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 |
|---|---|---|---|---|---|
| Nisa Investment Advisors, LLC | 2,034 | $148.5K | 0.00% | 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 |
| City State Bank | 1,670 | $121.8K | 0.04% | 00.0% | Unchanged |
| KBC Group NV | 1,417 | $103.0K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 1,372 | $100.1K | 0.00% | 00.0% | Unchanged |
| First Community Trust NA | 900 | $65.7K | 0.06% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 870 | $63.5K | 0.00% | −572−39.7% | Reduced |
| Globeflex Capital L P | 864 | $63.0K | 0.01% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 854 | $62.3K | 0.00% | +94+12.4% | Added |
| CWM, LLC | 767 | $56.0K | 0.00% | +105+15.9% | Added |
| GAMMA Investing LLC | 628 | $45.8K | 0.00% | +123+24.4% | Added |
| Smartleaf Asset Management LLC | 520 | $37.8K | 0.00% | −31−5.6% | Reduced |
| Opal Wealth Advisors, LLC | 486 | $35.5K | 0.01% | +486 | New |
| Aster Capital Management (DIFC) Ltd | 422 | $32.7K | 0.01% | +422 | New |
| Federation des caisses Desjardins du Quebec | 350 | $25.5K | 0.00% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 321 | $23.4K | 0.00% | −27−7.8% | Reduced |
| Sterling Capital Management LLC | 307 | $22.4K | 0.00% | −280−47.7% | Reduced |
| Coldstream Capital Management Inc | 284 | $20.7K | 0.00% | +284 | New |
| Promethos Capital, LLC | 250 | $18.2K | 0.01% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 196 | $14.5K | 0.00% | +196 | New |
| Covestor Ltd | 172 | $13.0K | 0.01% | −14−7.5% | Reduced |
| Versant Capital Management, Inc | 150 | $10.9K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 107 | $7.81K | 0.00% | +81+311.5% | Added |
| Umb Bank N A | 88 | $6.42K | 0.00% | +19+27.5% | Added |
| LRI Investments, LLC | 83 | $6.02K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 82 | $5.98K | 0.00% | 00.0% | Unchanged |
| Boston Private Wealth LLC | 70 | $5.11K | 0.00% | +70 | New |
| Bell Investment Advisors, Inc | 60 | $4.38K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 57 | $4.16K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 53 | $3.87K | 0.00% | +53 | New |
| TD Private Client Wealth LLC | 48 | $3.50K | 0.00% | +48 | New |
| Ronald Blue Trust, Inc. | 47 | $3.43K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 46 | $3.35K | 0.00% | +21+84.0% | Added |
| Assetmark, Inc | 43 | $3.14K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 46 | $3.00K | 0.00% | −56−54.9% | Reduced |
| Colonial Trust Co | 37 | $2.70K | 0.00% | +37 | New |
| Rothschild Investment LLC | 35 | $2.55K | 0.00% | +15+75.0% | Added |
| Skopos Labs, Inc. | 28 | $2.04K | 0.00% | +28 | New |
| Bogart Wealth, LLC | 27 | $1.97K | 0.00% | −29−51.8% | Reduced |
| Quadrant Capital Group LLC | 23 | $1.68K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 21 | $1.54K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 18 | $1.31K | 0.00% | +18 | New |
| True Wealth Design, LLC | 17 | $1.24K | 0.00% | +17 | New |
| Caitong International Asset Management Co., Ltd | 12 | $875 | 0.00% | −119−90.8% | Reduced |
| SBI Securities Co., Ltd. | 4 | $292 | 0.00% | +4 | New |
| Parkside Financial Bank & Trust | 3 | $219 | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 0 | $219 | 0.00% | 0 | Unchanged |
| Larson Financial Group LLC | 2 | $146 | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 1 | $73 | 0.00% | −10−90.9% | Reduced |
| Huntington National Bank | 1 | $73 | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 4 | $0 | 0.00% | +4 | New |
| USAdvisors Wealth Management, LLC | 607 | – | – | +164+37.0% | Added |
| Vinva Investment Management Ltd | 113,188 | – | – | +2,379+2.1% | Added |
| Proequities, Inc. | 0 | $0 | 0.00% | −1,440−100.0% | Sold out |
| Nantahala Capital Management, LLC | 0 | $0 | 0.00% | −191,343−100.0% | Sold out |
| Financial Insights, Inc. | 0 | $0 | 0.00% | 0 | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −87,016−100.0% | Sold out |
| CenterBook Partners LP | 0 | $0 | 0.00% | −30,468−100.0% | Sold out |
| Arrowstreet Capital, Limited Partnership | 0 | $0 | 0.00% | −28,664−100.0% | Sold out |
| Martingale Asset Management L P | 0 | $0 | 0.00% | −27,539−100.0% | Sold out |
| Jackson Creek Investment Advisors LLC | 0 | $0 | 0.00% | −25,947−100.0% | Sold out |
| Persistent Asset Partners Ltd | 0 | $0 | 0.00% | −10,558−100.0% | Sold out |
| CWM Advisors, LLC | 0 | $0 | 0.00% | −11,088−100.0% | Sold out |
| Kovitz Investment Group Partners, LLC | 0 | $0 | 0.00% | −568,780−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −7,371−100.0% | Sold out |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −5,600−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −5,333−100.0% | Sold out |
| Profund Advisors LLC | 0 | $0 | 0.00% | −4,753−100.0% | Sold out |
| Allianz Asset Management GmbH | 0 | $0 | 0.00% | −4,100−100.0% | Sold out |
| Raymond James Financial Inc | 0 | $0 | 0.00% | −3,789−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −3,760−100.0% | Sold out |
| Quest Partners LLC | 0 | $0 | 0.00% | −3,178−100.0% | Sold out |
| Disciplina Capital Management LLC | 0 | $0 | 0.00% | −948−100.0% | Sold out |
| RMR Wealth Builders | 0 | $0 | 0.00% | −40,406−100.0% | Sold out |
| USA Financial Portformulas Corp | 0 | $0 | 0.00% | −744−100.0% | Sold out |
| Financial Management Professionals, Inc. | 0 | $0 | 0.00% | −438−100.0% | Sold out |
| Picton Mahoney Asset Management | 0 | $0 | 0.00% | −396−100.0% | Sold out |
| LGT Financial Advisors LLC | 0 | $0 | 0.00% | −293−100.0% | Sold out |
| Pinnacle Wealth Planning Services, Inc. | 0 | $0 | 0.00% | −55−100.0% | Sold out |
| Parallel Advisors, LLC | 0 | $0 | 0.00% | −45−100.0% | Sold out |
| Concord Wealth Partners | 0 | $0 | 0.00% | −17−100.0% | Sold out |
| Nuveen Asset Management, LLC | – | – | – | – | Not filed |
| Global Retirement Partners, LLC | – | – | – | – | Not filed |