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, Q3 2025
Institutional positions in Pathward Financial, Inc. as of Sep 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
- 266
- −8 vs. Q2 2025
- Shares held
- 21.3M
- +276.3K (+1.3%) vs. Q2 2025
- Total value
- $1.74B
- −$61.5M (−3.4%) vs. Q2 2025
- New holders
- 29
- 91 more added
- Sold out
- 37
- 102 more reduced
1 institution that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2025
Shares, value and share of portfolio for each institution holding Pathward Financial, Inc.; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock, Inc. | 3,309,943 | $245.0M | 0.00% | −70,412−2.1% | Reduced |
| FMR LLC | 2,073,943 | $153.5M | 0.01% | −96,306−4.4% | Reduced |
| Vinva Investment Management Ltd | 188,804 | $140.4M | 2.74% | +36,781+24.2% | Added |
| Vanguard Group Inc | 1,857,345 | $137.5M | 0.00% | +14,130+0.8% | Added |
| State Street Corp | 1,391,656 | $103.1M | 0.00% | −18,627−1.3% | Reduced |
| Dimensional Fund Advisors LP | 1,138,033 | $84.2M | 0.02% | −36,391−3.1% | Reduced |
| American Century Companies Inc | 1,049,836 | $77.7M | 0.04% | +323,785+44.6% | Added |
| JPMorgan Chase & Co | 785,580 | $58.1M | 0.00% | +347,678+79.4% | Added |
| Geode Capital Management, LLC | 699,452 | $51.8M | 0.00% | −3490.0% | Reduced |
| Morgan Stanley | 444,016 | $32.9M | 0.00% | −36,839−7.7% | Reduced |
| Neumeier Poma Investment Counsel LLC | 348,590 | $25.8M | 2.11% | +133,455+62.0% | Added |
| Mawer Investment Management Ltd. | 346,061 | $25.6M | 0.13% | +91,066+35.7% | Added |
| Austin Asset Management Co Inc | 0 | $23.2M | 4.24% | 0 | Unchanged |
| Charles Schwab Investment Management Inc | 285,330 | $21.1M | 0.00% | −9,663−3.3% | Reduced |
| Northern Trust Corp | 271,606 | $20.1M | 0.00% | +15,781+6.2% | Added |
| Nuveen, LLC | 246,498 | $18.2M | 0.00% | −40,616−14.1% | Reduced |
| Invesco Ltd. | 209,671 | $15.5M | 0.00% | −51,880−19.8% | Reduced |
| UBS Asset Management Americas Inc | 200,351 | $14.8M | 0.00% | −124,827−38.4% | Reduced |
| Elgethun Capital Management | 197,231 | $14.5M | 2.63% | +22,016+12.6% | Added |
| Goldman Sachs Group Inc | 189,322 | $14.0M | 0.00% | +40,363+27.1% | Added |
| Qube Research & Technologies Ltd | 188,190 | $13.9M | 0.02% | +27,821+17.3% | Added |
| Bank of New York Mellon Corp | 179,127 | $13.3M | 0.00% | −7,260−3.9% | Reduced |
| Two Sigma Investments, LP | 178,712 | $13.2M | 0.02% | −9,051−4.8% | Reduced |
| Wellington Management Group LLP | 174,869 | $12.9M | 0.00% | −3,329−1.9% | Reduced |
| Panagora Asset Management Inc | 166,881 | $12.4M | 0.05% | +744+0.4% | Added |
| Phocas Financial Corp. | 166,760 | $12.3M | 1.60% | +3,395+2.1% | Added |
| Clearbridge Investments, LLC | 157,422 | $11.7M | 0.01% | +30,435+24.0% | Added |
| Deutsche Bank AG | 154,820 | $11.5M | 0.00% | +125,203+422.7% | Added |
| Aptus Capital Advisors, LLC | 142,215 | $10.5M | 0.10% | +18,720+15.2% | Added |
| SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co | 15,726 | $10.1M | 6.69% | +241+1.6% | Added |
| Driehaus Capital Management LLC | 133,930 | $9.91M | 0.07% | −111,831−45.5% | Reduced |
| Allspring Global Investments Holdings, LLC | 133,227 | $9.81M | 0.02% | +26,011+24.3% | Added |
| Wealth Enhancement Advisory Services, LLC | 127,708 | $9.52M | 0.01% | −81,661−39.0% | Reduced |
| Two Sigma Advisers, LP | 125,400 | $9.28M | 0.02% | +4,400+3.6% | Added |
| CSM Advisors, LLC | 117,612 | $8.71M | 0.24% | +10,657+10.0% | Added |
| Moody Aldrich Partners LLC | 111,573 | $8.26M | 1.57% | −22,734−16.9% | Reduced |
| Principal Financial Group Inc | 111,046 | $8.22M | 0.00% | −34,116−23.5% | Reduced |
| Kennedy Capital Management, Inc. | 98,135 | $7.26M | 0.16% | +422+0.4% | Added |
| D. E. Shaw & Co., Inc. | 93,003 | $6.88M | 0.01% | +34,050+57.8% | Added |
| State of Wisconsin Investment Board | 90,752 | $6.72M | 0.02% | −168−0.2% | Reduced |
| Public Sector Pension Investment Board | 89,517 | $6.63M | 0.02% | −4,853−5.1% | Reduced |
| First Trust Advisors LP | 81,883 | $6.06M | 0.00% | −13,172−13.9% | Reduced |
| UBS Group AG | 79,541 | $5.89M | 0.00% | +21,142+36.2% | Added |
| Voloridge Investment Management, LLC | 79,005 | $5.85M | 0.02% | −3,420−4.1% | Reduced |
| Intech Investment Management LLC | 77,540 | $5.74M | 0.05% | −16,317−17.4% | Reduced |
| Bank of America Corp | 76,346 | $5.65M | 0.00% | +5,332+7.5% | Added |
| Jupiter Asset Management Ltd | 74,763 | $5.53M | 0.05% | −89,006−54.3% | Reduced |
| Millennium Management LLC | 72,590 | $5.37M | 0.00% | +45,758+170.5% | Added |
| Jane Street Group, LLC | 68,857 | $5.10M | 0.01% | +44,372+181.2% | Added |
| Legal & General Group Plc | 65,052 | $4.81M | 0.00% | −3,497−5.1% | Reduced |
| Algert Global LLC | 64,895 | $4.80M | 0.08% | −49,167−43.1% | Reduced |
| Rhumbline Advisers | 64,787 | $4.79M | 0.00% | −1,283−1.9% | Reduced |
| Assenagon Asset Management S.A. | 64,360 | $4.76M | 0.01% | +64,360 | New |
| F/M Investments LLC | 63,096 | $4.67M | 0.18% | −312−0.5% | Reduced |
| Comerica Bank | 62,822 | $4.65M | 0.02% | +9,132+17.0% | Added |
| BNP Paribas Arbitrage, SA | 61,010 | $4.52M | 0.00% | +16,907+38.3% | Added |
| Paragon Capital Management Ltd | 0 | $4.49M | 0.84% | 0 | Unchanged |
| Brandywine Global Investment Management, LLC | 54,339 | $4.02M | 0.03% | −2,109−3.7% | Reduced |
| Ameriprise Financial Inc | 52,674 | $3.90M | 0.00% | −2,672−4.8% | Reduced |
| John W. Rosenthal Capital Management, Inc. | 52,576 | $3.89M | 3.74% | −108−0.2% | Reduced |
| Denali Advisors LLC | 48,370 | $3.58M | 0.40% | 00.0% | Unchanged |
| Swiss National Bank | 46,300 | $3.43M | 0.00% | +800+1.8% | Added |
| Franklin Resources Inc | 45,727 | $3.38M | 0.00% | +477+1.1% | Added |
| Militia Capital Partners, LP | 45,000 | $3.33M | 0.52% | +13,000+40.6% | Added |
| Guardian Wealth Management, Inc. | 40,545 | $3.00M | 1.77% | +40,545 | New |
| Man Group plc | 39,973 | $2.96M | 0.01% | +22,802+132.8% | Added |
| Verition Fund Management LLC | 38,388 | $2.84M | 0.02% | +29,510+332.4% | Added |
| RMR Capital Management, LLC | 38,169 | $2.82M | 1.97% | −1,922−4.8% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 36,795 | $2.72M | 0.01% | +22,590+159.0% | Added |
| Barclays PLC | 36,651 | $2.71M | 0.00% | −21,828−37.3% | Reduced |
| Envestnet Asset Management Inc | 35,897 | $2.66M | 0.00% | +1,505+4.4% | Added |
| Susquehanna International Group, LLP | 35,251 | $2.61M | 0.00% | −12,736−26.5% | Reduced |
| Rafferty Asset Management, LLC | 34,148 | $2.53M | 0.01% | +1,943+6.0% | Added |
| Citigroup Inc | 33,901 | $2.51M | 0.00% | −11,465−25.3% | Reduced |
| Epoch Investment Partners, Inc. | 33,272 | $2.46M | 0.01% | 00.0% | Unchanged |
| Great West Life Assurance Co | 32,497 | $2.43M | 0.00% | −312−1.0% | Reduced |
| Natixis Advisors, L.P. | 32,478 | $2.40M | 0.00% | +4,003+14.1% | Added |
| ExodusPoint Capital Management, LP | 31,833 | $2.36M | 0.03% | +31,833 | New |
| Royal Bank of Canada | 31,329 | $2.32M | 0.00% | −31,365−50.0% | Reduced |
| New York State Common Retirement Fund | 31,216 | $2.31M | 0.00% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 30,495 | $2.26M | 0.00% | +5,411+21.6% | Added |
| Pathstone Holdings, LLC | 30,371 | $2.25M | 0.01% | −366−1.2% | Reduced |
| Alliancebernstein L.P. | 28,107 | $2.08M | 0.00% | +300+1.1% | Added |
| Chou Associates Management Inc.SuperinvestorChou Associates | 27,389 | $2.03M | 0.98% | 00.0% | Unchanged |
| New York State Teachers Retirement System | 26,078 | $1.93M | 0.00% | −151−0.6% | Reduced |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 25,786 | $1.91M | 0.00% | +17,469+210.0% | Added |
| Federated Hermes, Inc. | 25,489 | $1.89M | 0.00% | +24,559+2,640.8% | Added |
| Prudential Financial Inc | 25,180 | $1.86M | 0.00% | −44,110−63.7% | Reduced |
| Schonfeld Strategic Advisors LLC | 23,756 | $1.76M | 0.01% | +8,006+50.8% | Added |
| Voya Investment Management LLC | 23,638 | $1.75M | 0.00% | +13,446+131.9% | Added |
| Quantbot Technologies LP | 23,448 | $1.74M | 0.05% | +14,101+150.9% | Added |
| California State Teachers Retirement System | 22,994 | $1.70M | 0.00% | +10.0% | Added |
| Sippican Capital Advisors | 21,470 | $1.59M | 1.05% | −525−2.4% | Reduced |
| Tealwood Asset Management Inc | 21,332 | $1.58M | 0.64% | −1,710−7.4% | Reduced |
| Van Hulzen Asset Management, LLC | 20,965 | $1.55M | 0.12% | −664−3.1% | Reduced |
| Citadel Advisors LLC | 20,906 | $1.55M | 0.00% | +8,574+69.5% | Added |
| Credit Agricole S A | 20,403 | $1.51M | 0.01% | +20,403 | New |
| Orchard Capital Managment, LLC | 20,331 | $1.50M | 1.99% | +565+2.9% | Added |
| Price T Rowe Associates Inc | 20,193 | $1.50M | 0.00% | +1,404+7.5% | Added |
| Cynosure Management, LLC | 19,314 | $1.43M | 0.08% | +9,657+100.0% | Added |