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
- 21.0M
- −331.3K (−1.6%) vs. Q1 2025
- Total value
- $1.68B
- +$129.8M (+8.4%) 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 | $1.56B |
| 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, 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 |
|---|---|---|---|---|---|
| Huntington National Bank | 1 | $79 | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 3 | $238 | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 4 | $316 | 0.00% | +4 | New |
| MAI Capital Management | 9 | $713 | 0.00% | +9 | New |
| Advisors Asset Management, Inc. | 11 | $870 | 0.00% | +11 | New |
| SBI Securities Co., Ltd. | 15 | $1.19K | 0.00% | +11+275.0% | Added |
| True Wealth Design, LLC | 17 | $1.35K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 0 | $1.42K | 0.00% | 0 | Unchanged |
| Cullen/Frost Bankers, Inc. | 18 | $1.42K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 18 | $1.42K | 0.00% | +18 | New |
| Creative Financial Designs Inc | 27 | $2.14K | 0.00% | −26−49.1% | Reduced |
| Bogart Wealth, LLC | 27 | $2.14K | 0.00% | 00.0% | Unchanged |
| Twin Peaks Wealth Advisors, LLC | 31 | $2.33K | 0.00% | +31 | New |
| Jones Financial Companies LLLP | 30 | $2.41K | 0.00% | −16−34.8% | Reduced |
| Colonial Trust Co | 37 | $2.98K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 43 | $3.40K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 45 | $3.56K | 0.00% | +10+28.6% | Added |
| Ronald Blue Trust, Inc. | 47 | $3.72K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 49 | $3.88K | 0.00% | −8−14.0% | Reduced |
| Hantz Financial Services, Inc. | 46 | $4.00K | 0.00% | +42+1,050.0% | Added |
| Sterling Capital Management LLC | 57 | $4.51K | 0.00% | −250−81.4% | Reduced |
| Bell Investment Advisors, Inc | 60 | $4.75K | 0.00% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 60 | $4.75K | 0.00% | +32+114.3% | Added |
| Quarry LP | 64 | $5.06K | 0.00% | +64 | New |
| Fifth Third Bancorp | 76 | $6.01K | 0.00% | −31−29.0% | Reduced |
| LRI Investments, LLC | 83 | $6.53K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 109 | $8.62K | 0.00% | +21+23.9% | Added |
| Massmutual Trust Co FSB | 127 | $10.0K | 0.00% | +45+54.9% | Added |
| Principal Securities, Inc. | 148 | $11.7K | 0.00% | +127+604.8% | Added |
| Versant Capital Management, Inc | 150 | $11.9K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 154 | $12.0K | 0.01% | −18−10.5% | Reduced |
| Lido Advisors, LLC | 165 | $13.1K | 0.00% | +165 | New |
| Farther Finance Advisors, LLC | 171 | $13.5K | 0.00% | −25−12.8% | Reduced |
| Larson Financial Group LLC | 182 | $14.4K | 0.00% | +180+9,000.0% | Added |
| Public Employees Retirement System of Ohio | 271 | $21.4K | 0.00% | −50−15.6% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 281 | $22.0K | 0.00% | +281 | New |
| Bessemer Group Inc | 344 | $27.0K | 0.00% | +298+647.8% | Added |
| Federation des caisses Desjardins du Quebec | 350 | $27.7K | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 400 | $29.5K | 0.01% | +400 | New |
| Maseco LLP | 389 | $30.8K | 0.00% | +389 | New |
| EverSource Wealth Advisors, LLC | 433 | $34.3K | 0.00% | +432+43,200.0% | Added |
| Opal Wealth Advisors, LLC | 460 | $36.4K | 0.01% | −26−5.3% | Reduced |
| Smartleaf Asset Management LLC | 456 | $36.6K | 0.00% | −64−12.3% | Reduced |
| State of Wyoming | 582 | $46.0K | 0.01% | +582 | New |
| GAMMA Investing LLC | 662 | $52.4K | 0.00% | +34+5.4% | Added |
| CWM, LLC | 776 | $61.0K | 0.00% | +9+1.2% | Added |
| Globeflex Capital L P | 864 | $68.4K | 0.01% | 00.0% | Unchanged |
| First Community Trust NA | 900 | $71.2K | 0.06% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 930 | $73.6K | 0.00% | +76+8.9% | Added |
| KBC Group NV | 984 | $78.0K | 0.00% | −433−30.6% | Reduced |
| Brown Brothers Harriman & Co | 1,372 | $108.6K | 0.00% | 00.0% | Unchanged |
| Shell Asset Management Co | 1,524 | $121.0K | 0.00% | −163−9.7% | Reduced |
| City State Bank | 1,670 | $132.1K | 0.04% | 00.0% | Unchanged |
| Vestcor Inc | 1,690 | $134.0K | 0.00% | 00.0% | Unchanged |
| Financiere des Professionnels - Fonds d,investissement inc. | 1,955 | $154.7K | 0.01% | +1,955 | New |
| The PNC Financial Services Group, Inc. | 2,063 | $163.2K | 0.00% | −47−2.2% | Reduced |
| Nisa Investment Advisors, LLC | 2,204 | $174.5K | 0.00% | +170+8.4% | Added |
| Ameritas Investment Partners, Inc. | 2,401 | $190.0K | 0.01% | −102−4.1% | Reduced |
| South Dakota Investment Council | 2,502 | $198.0K | 0.00% | 00.0% | Unchanged |
| Neuberger Berman Group LLC | 2,571 | $203.4K | 0.00% | +2,571 | New |
| Profund Advisors LLC | 2,653 | $209.9K | 0.01% | +2,653 | New |
| Commonwealth Equity Services, LLC | 2,815 | $223.0K | 0.00% | +2,815 | New |
| Wiley Bros.-Aintree Capital, LLC | 2,859 | $226.2K | 0.00% | +2,859 | New |
| CIBC World Markets Corp | 2,897 | $229.2K | 0.00% | −2,467−46.0% | Reduced |
| Corton Capital Inc. | 2,929 | $231.7K | 0.27% | +2,929 | New |
| HSBC Holdings PLC | 2,992 | $237.3K | 0.00% | −48,595−94.2% | Reduced |
| Altfest L J & Co Inc | 3,014 | $238.5K | 0.03% | 00.0% | Unchanged |
| Mutual of America Capital Management LLC | 3,026 | $239.4K | 0.00% | −447−12.9% | Reduced |
| Inceptionr LLC | 3,151 | $249.3K | 0.06% | +3,151 | New |
| Squarepoint Ops LLC | 3,154 | $249.5K | 0.00% | −1,943−38.1% | Reduced |
| Atria Investments LLC | 3,180 | $251.6K | 0.00% | +65+2.1% | Added |
| Koshinski Asset Management, Inc. | 3,261 | $258.0K | 0.02% | +3,261 | New |
| O'Shaughnessy Asset Management, LLC | 3,262 | $258.1K | 0.00% | +183+5.9% | Added |
| SRS Capital Advisors, Inc. | 3,264 | $258.2K | 0.01% | +3,264 | New |
| Pictet Asset Management Holding SA | 3,394 | $268.5K | 0.00% | +94+2.8% | Added |
| Concurrent Investment Advisors, LLC | 3,445 | $272.6K | 0.01% | +228+7.1% | Added |
| Wedbush Securities Inc | 3,470 | $275.0K | 0.01% | −912−20.8% | Reduced |
| Sheets Smith Wealth Management | 3,490 | $276.1K | 0.03% | +3,490 | New |
| Bank of Montreal | 3,552 | $281.0K | 0.00% | +41+1.2% | Added |
| Steward Partners Investment Advisory, LLC | 3,600 | $284.8K | 0.00% | −44−1.2% | Reduced |
| Versor Investments LP | 3,700 | $292.7K | 0.05% | +3,700 | New |
| Tower Research Capital LLC (TRC) | 3,868 | $306.0K | 0.01% | +2,998+344.6% | Added |
| Inspire Advisors, LLC | 3,928 | $310.8K | 0.03% | +3,928 | New |
| Bryn Mawr Trust Co | 4,000 | $316.5K | 0.01% | 00.0% | Unchanged |
| Balyasny Asset Management LLC | 4,056 | $320.9K | 0.00% | +4,056 | New |
| US Bancorp | 4,288 | $339.3K | 0.00% | +73+1.7% | Added |
| SG Americas Securities, LLC | 4,551 | $360.0K | 0.00% | −3,292−42.0% | Reduced |
| Campbell & CO Investment Adviser LLC | 4,720 | $373.4K | 0.02% | +4,720 | New |
| HighTower Advisors, LLC | 4,736 | $374.7K | 0.00% | −170−3.5% | Reduced |
| Aquatic Capital Management LLC | 4,923 | $389.5K | 0.01% | +4,923 | New |
| Toroso Investments, LLC | 4,934 | $390.4K | 0.00% | +4,934 | New |
| Venture Visionary Partners LLC | 5,000 | $395.6K | 0.01% | 00.0% | Unchanged |
| Alps Advisors Inc | 5,044 | $399.1K | 0.00% | +61+1.2% | Added |
| Janney Montgomery Scott LLC | 5,189 | $411.0K | 0.00% | +5,189 | New |
| J.W. Cole Advisors, Inc. | 5,223 | $413.2K | 0.01% | −626−10.7% | Reduced |
| ProShare Advisors LLC | 5,249 | $415.3K | 0.00% | −436−7.7% | Reduced |
| Counterpoint Mutual Funds LLC | 5,252 | $415.5K | 0.04% | +5,252 | New |
| Simplex Trading, LLC | 5,270 | $416.0K | 0.01% | +5,270 | New |
| Brinker Capital Investments, LLC | 5,291 | $418.6K | 0.00% | −610−10.3% | Reduced |
| Oregon Public Employees Retirement Fund | 5,361 | $424.2K | 0.01% | −100−1.8% | Reduced |