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 |
|---|---|---|---|---|---|
| Police & Firemen's Retirement System of New Jersey | 5,566 | $440.4K | 0.00% | 00.0% | Unchanged |
| DekaBank Deutsche Girozentrale | 5,646 | $454.0K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 5,826 | $461.0K | 0.00% | +133+2.3% | Added |
| State of Tennessee, Treasury Department | 5,971 | $472.4K | 0.00% | 00.0% | Unchanged |
| Meritage Portfolio Management | 6,032 | $477.3K | 0.03% | +355+6.3% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 6,049 | $478.6K | 0.00% | +342+6.0% | Added |
| Handelsbanken Fonder AB | 6,200 | $491.0K | 0.00% | 00.0% | Unchanged |
| Raymond James Financial Inc | 6,265 | $495.7K | 0.00% | +6,265 | New |
| First Citizens Bank & Trust Co | 6,523 | $516.1K | 0.01% | +3,285+101.5% | Added |
| MML Investors Services, LLC | 6,538 | $517.0K | 0.00% | +1,745+36.4% | Added |
| Clear Harbor Asset Management, LLC | 6,547 | $518.0K | 0.04% | −2,962−31.1% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 6,744 | $533.6K | 0.00% | +3,741+124.6% | Added |
| Amalgamated Bank | 6,757 | $535.0K | 0.00% | −89−1.3% | Reduced |
| Cetera Investment Advisers | 6,885 | $544.8K | 0.00% | −995−12.6% | Reduced |
| Maryland State Retirement & Pension System | 6,954 | $550.2K | 0.01% | 00.0% | Unchanged |
| Arizona State Retirement System | 6,958 | $550.5K | 0.00% | +60+0.9% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 6,984 | $552.6K | 0.00% | +758+12.2% | Added |
| Stifel Financial Corp | 7,224 | $571.6K | 0.00% | −178−2.4% | Reduced |
| Csenge Advisory Group | 7,454 | $581.8K | 0.03% | 00.0% | Unchanged |
| Cambria Investment Management, L.P. | 7,512 | $594.3K | 0.04% | −32−0.4% | Reduced |
| KLP Kapitalforvaltning AS | 7,800 | $617.5K | 0.00% | 00.0% | Unchanged |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 8,317 | $658.0K | 0.00% | +306+3.8% | Added |
| Nantahala Capital Management, LLC | 8,341 | $659.9K | 0.05% | +8,341 | New |
| Teachers Retirement System of the State of Kentucky | 8,655 | $685.0K | 0.01% | −752−8.0% | Reduced |
| Yousif Capital Management, LLC | 8,807 | $696.8K | 0.01% | −17−0.2% | Reduced |
| Verition Fund Management LLC | 8,878 | $702.4K | 0.00% | −23,648−72.7% | Reduced |
| Diversified Trust Co | 9,200 | $727.9K | 0.02% | +103+1.1% | Added |
| Los Angeles Capital Management LLC | 9,236 | $730.8K | 0.00% | +2,022+28.0% | Added |
| Quantbot Technologies LP | 9,347 | $739.5K | 0.02% | +9,347 | New |
| Persistent Asset Partners Ltd | 9,389 | $742.9K | 0.65% | +9,389 | New |
| Harbor Capital Advisors, Inc. | 9,523 | $753.0K | 0.03% | +438+4.8% | Added |
| Cynosure Management, LLC | 9,657 | $764.1K | 0.09% | +512+5.6% | Added |
| Royce & Associates LP | 9,776 | $773.5K | 0.01% | −3,699−27.5% | Reduced |
| Horizon Investments, LLC | 10,077 | $797.3K | 0.01% | +10,077 | New |
| Sigma Planning Corp | 10,114 | $800.2K | 0.02% | +10.0% | Added |
| Voya Investment Management LLC | 10,192 | $806.4K | 0.00% | +3,516+52.7% | Added |
| Unison Advisors LLC | 10,200 | $807.5K | 0.09% | 00.0% | Unchanged |
| Lombard Odier Asset Management (Europe) Ltd | 10,500 | $830.8K | 0.06% | −6,000−36.4% | Reduced |
| OP Asset Management Ltd | 10,776 | $852.6K | 0.01% | −1,309−10.8% | Reduced |
| United Capital Financial Advisers, LLC | 10,812 | $855.4K | 0.01% | −10.0% | Reduced |
| Louisiana State Employees Retirement System | 11,000 | $870.3K | 0.02% | −200−1.8% | Reduced |
| AQR Capital Management LLC | 11,087 | $877.2K | 0.00% | +1,935+21.1% | Added |
| State Board of Administration of Florida Retirement System | 11,277 | $892.2K | 0.00% | +3,624+47.4% | Added |
| Lazard Asset Management LLC | 11,316 | $893.0K | 0.00% | −742−6.2% | Reduced |
| Teacher Retirement System of Texas | 11,383 | $900.6K | 0.00% | −3,138−21.6% | Reduced |
| Engineers Gate Manager LP | 11,424 | $903.9K | 0.01% | +7,373+182.0% | Added |
| Ensign Peak Advisors, Inc | 11,818 | $935.0K | 0.00% | −2,900−19.7% | Reduced |
| Danske Bank A/S | 11,839 | $936.7K | 0.00% | −9,177−43.7% | Reduced |
| Manufacturers Life Insurance Company, The | 11,882 | $940.1K | 0.00% | +706+6.3% | Added |
| Bokf, NA | 12,242 | $968.6K | 0.02% | −1,152−8.6% | Reduced |
| Amundi | 11,745 | $969.9K | 0.00% | +1,857+18.8% | Added |
| Citadel Advisors LLC | 12,332 | $975.7K | 0.00% | −15,787−56.1% | Reduced |
| Mercer Global Advisors Inc | 12,337 | $976.1K | 0.00% | −2,165−14.9% | Reduced |
| Wells Fargo & Company | 12,349 | $977.0K | 0.00% | −1,623−11.6% | Reduced |
| Arrowstreet Capital, Limited Partnership | 12,381 | $979.6K | 0.00% | +12,381 | New |
| XTX Topco Ltd | 12,573 | $994.8K | 0.04% | −12,273−49.4% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 12,886 | $1.02M | 0.00% | −1,527−10.6% | Reduced |
| Illinois Municipal Retirement Fund | 13,017 | $1.03M | 0.01% | −519−3.8% | Reduced |
| SummerHaven Investment Management, LLC | 13,468 | $1.07M | 0.70% | +197+1.5% | Added |
| Wedge Capital Management L L P | 13,815 | $1.09M | 0.02% | −708−4.9% | Reduced |
| State of Alaska, Department of Revenue | 14,022 | $1.11M | 0.01% | +809+6.1% | Added |
| MetLife Investment Management | 14,010 | $1.11M | 0.01% | 00.0% | Unchanged |
| Connor, Clark & Lunn Investment Management Ltd. | 14,205 | $1.12M | 0.00% | +10,702+305.5% | Added |
| Schonfeld Strategic Advisors LLC | 15,750 | $1.25M | 0.01% | +15,750 | New |
| Nomura Holdings Inc | 15,919 | $1.26M | 0.01% | +15,919 | New |
| Militia Capital Partners, LP | 16,000 | $1.27M | 0.60% | −4,000−20.0% | Reduced |
| Pacific Ridge Capital Partners, LLC | 16,190 | $1.28M | 0.31% | 00.0% | Unchanged |
| Emerald Mutual Fund Advisers Trust | 16,572 | $1.31M | 0.08% | 00.0% | Unchanged |
| Susquehanna Portfolio Strategies, LLC | 16,763 | $1.33M | 0.03% | +16,763 | New |
| Virginia Retirement Systems Et Al | 17,149 | $1.36M | 0.01% | 00.0% | Unchanged |
| Man Group plc | 17,171 | $1.36M | 0.00% | −639−3.6% | Reduced |
| Thrivent Financial for Lutherans | 17,323 | $1.37M | 0.00% | −192−1.1% | Reduced |
| Glenmede Investment Management, LP | 17,488 | $1.38M | 0.01% | +17,488 | New |
| Susquehanna Fundamental Investments, LLC | 18,493 | $1.46M | 0.04% | −3,481−15.8% | Reduced |
| Price T Rowe Associates Inc | 18,789 | $1.49M | 0.00% | +2,126+12.8% | Added |
| Janus Henderson Group PLC | 19,218 | $1.52M | 0.00% | −12,303−39.0% | Reduced |
| SEI Investments Co | 19,290 | $1.53M | 0.00% | −16,404−46.0% | Reduced |
| Orchard Capital Managment, LLC | 19,766 | $1.56M | 1.73% | −96,429−83.0% | Reduced |
| NFJ Investment Group, LLC | 19,886 | $1.57M | 0.06% | −124−0.6% | Reduced |
| Mackenzie Financial Corp | 19,986 | $1.58M | 0.00% | +19,986 | New |
| Quest Partners LLC | 20,119 | $1.59M | 0.16% | +20,119 | New |
| Van Hulzen Asset Management, LLC | 21,629 | $1.71M | 0.14% | −2,871−11.7% | Reduced |
| Sippican Capital Advisors | 21,995 | $1.74M | 1.26% | +25+0.1% | Added |
| California State Teachers Retirement System | 22,993 | $1.82M | 0.00% | +221+1.0% | Added |
| Tealwood Asset Management Inc | 23,042 | $1.82M | 0.81% | −172−0.7% | Reduced |
| Jane Street Group, LLC | 24,485 | $1.94M | 0.00% | −16,221−39.8% | Reduced |
| Russell Investments Group, Ltd. | 25,084 | $1.98M | 0.00% | +692+2.8% | Added |
| New York State Teachers Retirement System | 26,229 | $2.08M | 0.00% | −161−0.6% | Reduced |
| Millennium Management LLC | 26,832 | $2.12M | 0.00% | −101,813−79.1% | Reduced |
| PMC FIG Opportunities LLC | 27,231 | $2.15M | 3.21% | +27,231 | New |
| Chou Associates Management Inc.SuperinvestorChou Associates | 27,389 | $2.17M | 1.19% | 00.0% | Unchanged |
| Alliancebernstein L.P. | 27,807 | $2.20M | 0.00% | −23,340−45.6% | Reduced |
| HRT Financial LP | 27,928 | $2.21M | 0.01% | −5,631−16.8% | Reduced |
| Natixis Advisors, L.P. | 28,475 | $2.25M | 0.00% | +1,354+5.0% | Added |
| Deutsche Bank AG | 29,617 | $2.34M | 0.00% | +9,453+46.9% | Added |
| Dark Forest Capital Management LP | 30,692 | $2.43M | 0.10% | +9,421+44.3% | Added |
| Pathstone Holdings, LLC | 30,737 | $2.43M | 0.01% | −1,942−5.9% | Reduced |
| New York State Common Retirement Fund | 31,216 | $2.47M | 0.00% | −209−0.7% | Reduced |
| Royal Bank of Canada | 31,347 | $2.48M | 0.00% | +26,290+519.9% | Added |
| AXA S.A. | 31,583 | $2.50M | 0.01% | 00.0% | Unchanged |