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 |
|---|---|---|---|---|---|
| Atria Investments LLC | 3,180 | $251.6K | 0.00% | +65+2.1% | Added |
| Squarepoint Ops LLC | 3,154 | $249.5K | 0.00% | −1,943−38.1% | Reduced |
| Inceptionr LLC | 3,151 | $249.3K | 0.06% | +3,151 | New |
| Mutual of America Capital Management LLC | 3,026 | $239.4K | 0.00% | −447−12.9% | Reduced |
| Altfest L J & Co Inc | 3,014 | $238.5K | 0.03% | 00.0% | Unchanged |
| HSBC Holdings PLC | 2,992 | $237.3K | 0.00% | −48,595−94.2% | Reduced |
| Corton Capital Inc. | 2,929 | $231.7K | 0.27% | +2,929 | New |
| CIBC World Markets Corp | 2,897 | $229.2K | 0.00% | −2,467−46.0% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 2,859 | $226.2K | 0.00% | +2,859 | New |
| Commonwealth Equity Services, LLC | 2,815 | $223.0K | 0.00% | +2,815 | New |
| Profund Advisors LLC | 2,653 | $209.9K | 0.01% | +2,653 | New |
| Neuberger Berman Group LLC | 2,571 | $203.4K | 0.00% | +2,571 | New |
| South Dakota Investment Council | 2,502 | $198.0K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 2,401 | $190.0K | 0.01% | −102−4.1% | Reduced |
| Nisa Investment Advisors, LLC | 2,204 | $174.5K | 0.00% | +170+8.4% | Added |
| The PNC Financial Services Group, Inc. | 2,063 | $163.2K | 0.00% | −47−2.2% | Reduced |
| Financiere des Professionnels - Fonds d,investissement inc. | 1,955 | $154.7K | 0.01% | +1,955 | New |
| Vestcor Inc | 1,690 | $134.0K | 0.00% | 00.0% | Unchanged |
| City State Bank | 1,670 | $132.1K | 0.04% | 00.0% | Unchanged |
| Shell Asset Management Co | 1,524 | $121.0K | 0.00% | −163−9.7% | Reduced |
| Brown Brothers Harriman & Co | 1,372 | $108.6K | 0.00% | 00.0% | Unchanged |
| KBC Group NV | 984 | $78.0K | 0.00% | −433−30.6% | Reduced |
| Federated Hermes, Inc. | 930 | $73.6K | 0.00% | +76+8.9% | Added |
| First Community Trust NA | 900 | $71.2K | 0.06% | 00.0% | Unchanged |
| Globeflex Capital L P | 864 | $68.4K | 0.01% | 00.0% | Unchanged |
| CWM, LLC | 776 | $61.0K | 0.00% | +9+1.2% | Added |
| GAMMA Investing LLC | 662 | $52.4K | 0.00% | +34+5.4% | Added |
| State of Wyoming | 582 | $46.0K | 0.01% | +582 | New |
| Smartleaf Asset Management LLC | 456 | $36.6K | 0.00% | −64−12.3% | Reduced |
| Opal Wealth Advisors, LLC | 460 | $36.4K | 0.01% | −26−5.3% | Reduced |
| EverSource Wealth Advisors, LLC | 433 | $34.3K | 0.00% | +432+43,200.0% | Added |
| Maseco LLP | 389 | $30.8K | 0.00% | +389 | New |
| Hughes Financial Services, LLC | 400 | $29.5K | 0.01% | +400 | New |
| Federation des caisses Desjardins du Quebec | 350 | $27.7K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 344 | $27.0K | 0.00% | +298+647.8% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 281 | $22.0K | 0.00% | +281 | New |
| Public Employees Retirement System of Ohio | 271 | $21.4K | 0.00% | −50−15.6% | Reduced |
| Larson Financial Group LLC | 182 | $14.4K | 0.00% | +180+9,000.0% | Added |
| Farther Finance Advisors, LLC | 171 | $13.5K | 0.00% | −25−12.8% | Reduced |
| Lido Advisors, LLC | 165 | $13.1K | 0.00% | +165 | New |
| Covestor Ltd | 154 | $12.0K | 0.01% | −18−10.5% | Reduced |
| Versant Capital Management, Inc | 150 | $11.9K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 148 | $11.7K | 0.00% | +127+604.8% | Added |
| Massmutual Trust Co FSB | 127 | $10.0K | 0.00% | +45+54.9% | Added |
| Umb Bank N A | 109 | $8.62K | 0.00% | +21+23.9% | Added |
| LRI Investments, LLC | 83 | $6.53K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 76 | $6.01K | 0.00% | −31−29.0% | Reduced |
| Quarry LP | 64 | $5.06K | 0.00% | +64 | New |
| Bell Investment Advisors, Inc | 60 | $4.75K | 0.00% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 60 | $4.75K | 0.00% | +32+114.3% | Added |
| Sterling Capital Management LLC | 57 | $4.51K | 0.00% | −250−81.4% | Reduced |
| Hantz Financial Services, Inc. | 46 | $4.00K | 0.00% | +42+1,050.0% | Added |
| Fortitude Family Office, LLC | 49 | $3.88K | 0.00% | −8−14.0% | Reduced |
| Ronald Blue Trust, Inc. | 47 | $3.72K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 45 | $3.56K | 0.00% | +10+28.6% | Added |
| Assetmark, Inc | 43 | $3.40K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 37 | $2.98K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 30 | $2.41K | 0.00% | −16−34.8% | Reduced |
| Twin Peaks Wealth Advisors, LLC | 31 | $2.33K | 0.00% | +31 | 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 |
| Cullen/Frost Bankers, Inc. | 18 | $1.42K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 18 | $1.42K | 0.00% | +18 | New |
| IFP Advisors, Inc | 0 | $1.42K | 0.00% | 0 | Unchanged |
| True Wealth Design, LLC | 17 | $1.35K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 15 | $1.19K | 0.00% | +11+275.0% | Added |
| Advisors Asset Management, Inc. | 11 | $870 | 0.00% | +11 | New |
| MAI Capital Management | 9 | $713 | 0.00% | +9 | New |
| Global Retirement Partners, LLC | 4 | $316 | 0.00% | +4 | New |
| Parkside Financial Bank & Trust | 3 | $238 | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 1 | $79 | 0.00% | 00.0% | Unchanged |
| Matthew Goff Investment Advisor, LLC | 278 | – | – | +278 | New |
| USAdvisors Wealth Management, LLC | 631 | – | – | +24+4.0% | Added |
| Vinva Investment Management Ltd | 152,023 | – | – | +38,835+34.3% | Added |
| SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co | 15,485 | – | – | +15,485 | New |
| EAM Investors, LLC | 0 | $0 | 0.00% | −36,919−100.0% | Sold out |
| Assenagon Asset Management S.A. | 0 | $0 | 0.00% | −20,314−100.0% | Sold out |
| Corebridge Financial, Inc. | 0 | $0 | 0.00% | −12,613−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −10,146−100.0% | Sold out |
| Grizzlyrock Capital, LLC | 0 | $0 | 0.00% | −8,600−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −6,256−100.0% | Sold out |
| AdvisorShares Investments LLC | 0 | $0 | 0.00% | −6,040−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −6,055−100.0% | Sold out |
| Putney Financial Group LLC | 0 | $0 | 0.00% | −411,470−100.0% | Sold out |
| ISAM Funds (UK) Ltd | 0 | $0 | 0.00% | −4,947−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −4,185−100.0% | Sold out |
| Mesirow Financial Investment Management, Inc. | 0 | $0 | 0.00% | −4,302−100.0% | Sold out |
| Xponance, Inc. | 0 | $0 | 0.00% | −3,903−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −3,772−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −3,037−100.0% | Sold out |
| Aster Capital Management (DIFC) Ltd | 0 | $0 | 0.00% | −422−100.0% | Sold out |
| Coldstream Capital Management Inc | 0 | $0 | 0.00% | −284−100.0% | Sold out |
| Promethos Capital, LLC | 0 | $0 | 0.00% | −250−100.0% | Sold out |
| Boston Private Wealth LLC | 0 | $0 | 0.00% | −70−100.0% | Sold out |
| TD Private Client Wealth LLC | 0 | $0 | 0.00% | −48−100.0% | Sold out |
| Quadrant Capital Group LLC | 0 | $0 | 0.00% | −23−100.0% | Sold out |
| Caitong International Asset Management Co., Ltd | 0 | $0 | 0.00% | −12−100.0% | Sold out |
| Foundry Partners, LLC | – | – | – | – | Not filed |
| Credit Agricole S A | – | – | – | – | Not filed |
| Glenmede Trust Co NA | – | – | – | – | Not filed |