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, Q2 2025
Institutional positions in Pathward Financial, Inc. as of Jun 30, 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
- 275
- +26 vs. Q1 2025
- Shares held
- 21.1M
- −290.6K (−1.4%) vs. Q1 2025
- Total value
- $1.80B
- +$191.5M (+11.9%) vs. Q1 2025
- New holders
- 48
- 86 more added
- Sold out
- 22
- 101 more reduced
5 institutions that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2025: 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, Q2 2025
Shares, value and share of portfolio for each institution holding Pathward Financial, Inc.; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock, Inc. | 3,380,355 | $267.5M | 0.01% | −77,110−2.2% | Reduced |
| FMR LLC | 2,170,249 | $171.7M | 0.01% | +33,591+1.6% | Added |
| Vanguard Group Inc | 1,843,215 | $145.8M | 0.00% | +89,086+5.1% | Added |
| State Street Corp | 1,410,283 | $111.6M | 0.00% | −117,254−7.7% | Reduced |
| Vinva Investment Management Ltd | 152,023 | $111.5M | 2.90% | +38,835+34.3% | Added |
| Dimensional Fund Advisors LP | 1,174,424 | $92.9M | 0.02% | −118,572−9.2% | Reduced |
| American Century Companies Inc | 726,051 | $57.4M | 0.03% | +39,628+5.8% | Added |
| Geode Capital Management, LLC | 699,801 | $55.4M | 0.00% | −16,546−2.3% | Reduced |
| Morgan Stanley | 480,855 | $38.0M | 0.00% | +59,150+14.0% | Added |
| JPMorgan Chase & Co | 437,902 | $34.6M | 0.00% | −12,568−2.8% | Reduced |
| UBS Asset Management Americas Inc | 325,178 | $25.7M | 0.01% | +12,413+4.0% | Added |
| Charles Schwab Investment Management Inc | 294,993 | $23.3M | 0.00% | −20,810−6.6% | Reduced |
| Nuveen, LLC | 287,114 | $22.7M | 0.01% | −25,364−8.1% | Reduced |
| Invesco Ltd. | 261,551 | $20.7M | 0.00% | −45,710−14.9% | Reduced |
| Northern Trust Corp | 255,825 | $20.2M | 0.00% | −11,271−4.2% | Reduced |
| Mawer Investment Management Ltd. | 254,995 | $20.2M | 0.10% | −32,649−11.4% | Reduced |
| Austin Asset Management Co Inc | 0 | $19.5M | 3.79% | 0 | Unchanged |
| Driehaus Capital Management LLC | 245,761 | $19.4M | 0.16% | −1,538−0.6% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 209,369 | $17.3M | 0.03% | −25,636−10.9% | Reduced |
| Neumeier Poma Investment Counsel LLC | 215,135 | $17.0M | 1.59% | +82,455+62.1% | Added |
| Two Sigma Investments, LP | 187,763 | $14.9M | 0.03% | −21,928−10.5% | Reduced |
| Bank of New York Mellon Corp | 186,387 | $14.7M | 0.00% | −4,285−2.2% | Reduced |
| Wellington Management Group LLP | 178,198 | $14.1M | 0.00% | +50.0% | Added |
| Elgethun Capital Management | 175,215 | $13.9M | 2.79% | +1,256+0.7% | Added |
| Panagora Asset Management Inc | 166,137 | $13.1M | 0.06% | +1,456+0.9% | Added |
| Jupiter Asset Management Ltd | 163,769 | $13.0M | 0.11% | +8,500+5.5% | Added |
| Phocas Financial Corp. | 163,365 | $12.9M | 1.86% | +240.0% | Added |
| Qube Research & Technologies Ltd | 160,369 | $12.7M | 0.02% | +3,423+2.2% | Added |
| SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co | 15,485 | $11.8M | 8.05% | +15,485 | New |
| Goldman Sachs Group Inc | 148,959 | $11.8M | 0.00% | −31,991−17.7% | Reduced |
| Principal Financial Group Inc | 145,162 | $11.5M | 0.01% | +26,313+22.1% | Added |
| Moody Aldrich Partners LLC | 134,307 | $10.6M | 2.06% | −2,048−1.5% | Reduced |
| Clearbridge Investments, LLC | 126,987 | $10.0M | 0.01% | +126,987 | New |
| Aptus Capital Advisors, LLC | 123,495 | $9.77M | 0.10% | +10,979+9.8% | Added |
| Two Sigma Advisers, LP | 121,000 | $9.57M | 0.02% | −20,200−14.3% | Reduced |
| Algert Global LLC | 114,062 | $9.02M | 0.19% | +11,415+11.1% | Added |
| Allspring Global Investments Holdings, LLC | 107,216 | $8.74M | 0.01% | +28,779+36.7% | Added |
| CSM Advisors, LLC | 106,955 | $8.46M | 0.25% | +106,955 | New |
| Kennedy Capital Management, Inc. | 97,713 | $7.73M | 0.18% | −2,704−2.7% | Reduced |
| First Trust Advisors LP | 95,055 | $7.52M | 0.01% | +44,413+87.7% | Added |
| Public Sector Pension Investment Board | 94,370 | $7.47M | 0.03% | −20,561−17.9% | Reduced |
| Intech Investment Management LLC | 93,857 | $7.43M | 0.07% | +39,577+72.9% | Added |
| State of Wisconsin Investment Board | 90,920 | $7.19M | 0.02% | −4,305−4.5% | Reduced |
| Voloridge Investment Management, LLC | 82,425 | $6.52M | 0.02% | −40,075−32.7% | Reduced |
| Paragon Capital Management Ltd | 0 | $6.49M | 1.18% | 0 | Unchanged |
| Bank of America Corp | 71,014 | $5.62M | 0.00% | +17,817+33.5% | Added |
| Prudential Financial Inc | 69,290 | $5.48M | 0.01% | −5,020−6.8% | Reduced |
| Legal & General Group Plc | 68,549 | $5.42M | 0.00% | +1,938+2.9% | Added |
| Rhumbline Advisers | 66,070 | $5.23M | 0.00% | −1,337−2.0% | Reduced |
| Bridgeway Capital Management, LLC | 64,401 | $5.10M | 0.12% | −8,000−11.0% | Reduced |
| Boothbay Fund Management, LLC | 63,530 | $5.03M | 0.15% | +63,530 | New |
| F/M Investments LLC | 63,408 | $5.02M | 0.18% | +309+0.5% | Added |
| Victory Capital Management Inc | 62,781 | $4.97M | 0.00% | +22,090+54.3% | Added |
| Royal Bank of Canada | 62,694 | $4.96M | 0.00% | +57,637+1,139.7% | Added |
| D. E. Shaw & Co., Inc. | 58,953 | $4.66M | 0.00% | −3,838−6.1% | Reduced |
| Barclays PLC | 58,479 | $4.63M | 0.00% | +15,766+36.9% | Added |
| UBS Group AG | 58,399 | $4.62M | 0.00% | −8,524−12.7% | Reduced |
| Brandywine Global Investment Management, LLC | 56,448 | $4.47M | 0.03% | −2,200−3.8% | Reduced |
| Ameriprise Financial Inc | 55,346 | $4.38M | 0.00% | −1,072−1.9% | Reduced |
| Comerica Bank | 53,690 | $4.25M | 0.02% | +26,994+101.1% | Added |
| John W. Rosenthal Capital Management, Inc. | 52,684 | $4.17M | 4.20% | −533−1.0% | Reduced |
| Meeder Asset Management Inc | 52,626 | $4.16M | 0.26% | +35,078+199.9% | Added |
| Denali Advisors LLC | 48,370 | $3.83M | 0.40% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 47,987 | $3.80M | 0.01% | +815+1.7% | Added |
| Swiss National Bank | 45,500 | $3.60M | 0.00% | −1,200−2.6% | Reduced |
| Citigroup Inc | 45,366 | $3.59M | 0.00% | −6,151−11.9% | Reduced |
| Franklin Resources Inc | 45,250 | $3.58M | 0.00% | −1,781−3.8% | Reduced |
| BNP Paribas Arbitrage, SA | 44,103 | $3.49M | 0.00% | +10,334+30.6% | Added |
| Vident Advisory, LLC | 43,567 | $3.45M | 0.04% | +1,210+2.9% | Added |
| RMR Capital Management, LLC | 40,091 | $3.17M | 2.27% | +1,503+3.9% | Added |
| Envestnet Asset Management Inc | 34,392 | $2.72M | 0.00% | +3,078+9.8% | Added |
| Epoch Investment Partners, Inc. | 33,272 | $2.63M | 0.01% | 00.0% | Unchanged |
| Great West Life Assurance Co | 32,809 | $2.60M | 0.00% | −1,425−4.2% | Reduced |
| Rafferty Asset Management, LLC | 32,205 | $2.55M | 0.01% | +2,250+7.5% | Added |
| Militia Capital Partners, LP | 32,000 | $2.53M | 0.60% | +12,000+60.0% | Added |
| AXA S.A. | 31,583 | $2.50M | 0.01% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 31,216 | $2.47M | 0.00% | −209−0.7% | Reduced |
| Pathstone Holdings, LLC | 30,737 | $2.43M | 0.01% | −1,942−5.9% | Reduced |
| Dark Forest Capital Management LP | 30,692 | $2.43M | 0.10% | +9,421+44.3% | Added |
| Deutsche Bank AG | 29,617 | $2.34M | 0.00% | +9,453+46.9% | Added |
| Natixis Advisors, L.P. | 28,475 | $2.25M | 0.00% | +1,354+5.0% | Added |
| HRT Financial LP | 27,928 | $2.21M | 0.01% | −5,631−16.8% | Reduced |
| Alliancebernstein L.P. | 27,807 | $2.20M | 0.00% | −23,340−45.6% | Reduced |
| Chou Associates Management Inc.SuperinvestorChou Associates | 27,389 | $2.17M | 1.19% | 00.0% | Unchanged |
| PMC FIG Opportunities LLC | 27,231 | $2.15M | 3.21% | +27,231 | New |
| Millennium Management LLC | 26,832 | $2.12M | 0.00% | −101,813−79.1% | Reduced |
| New York State Teachers Retirement System | 26,229 | $2.08M | 0.00% | −161−0.6% | Reduced |
| Russell Investments Group, Ltd. | 25,084 | $1.98M | 0.00% | +692+2.8% | Added |
| Jane Street Group, LLC | 24,485 | $1.94M | 0.00% | −16,221−39.8% | Reduced |
| Tealwood Asset Management Inc | 23,042 | $1.82M | 0.81% | −172−0.7% | Reduced |
| California State Teachers Retirement System | 22,993 | $1.82M | 0.00% | +221+1.0% | Added |
| Sippican Capital Advisors | 21,995 | $1.74M | 1.26% | +25+0.1% | Added |
| Van Hulzen Asset Management, LLC | 21,629 | $1.71M | 0.14% | −2,871−11.7% | Reduced |
| Quest Partners LLC | 20,119 | $1.59M | 0.16% | +20,119 | New |
| Mackenzie Financial Corp | 19,986 | $1.58M | 0.00% | +19,986 | New |
| NFJ Investment Group, LLC | 19,886 | $1.57M | 0.05% | −124−0.6% | Reduced |
| Orchard Capital Managment, LLC | 19,766 | $1.56M | 1.73% | −96,429−83.0% | Reduced |
| SEI Investments Co | 19,290 | $1.53M | 0.00% | −16,404−46.0% | Reduced |
| Janus Henderson Group PLC | 19,218 | $1.52M | 0.00% | −12,303−39.0% | Reduced |
| Price T Rowe Associates Inc | 18,789 | $1.49M | 0.00% | +2,126+12.8% | Added |