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
- 20.9M
- −108.8K (−0.5%) vs. Q2 2025
- Total value
- $1.56B
- −$116.6M (−7.0%) vs. Q2 2025
- New holders
- 29
- 88 more added
- Sold out
- 37
- 104 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 | $1.56B |
| 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, 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 |
|---|---|---|---|---|---|
| Turning Point Benefit Group, Inc. | 1 | $73 | 0.00% | +1 | New |
| IFP Advisors, Inc | 1 | $74 | 0.00% | +1 | Added |
| Huntington National Bank | 1 | $74 | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 2 | $148 | 0.00% | +2 | New |
| Parkside Financial Bank & Trust | 3 | $223 | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 4 | $296 | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 4 | $296 | 0.00% | +4 | New |
| Advisors Asset Management, Inc. | 11 | $410 | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 7 | $518 | 0.00% | +7 | New |
| Covestor Ltd | 8 | $1.00K | 0.00% | −146−94.8% | Reduced |
| SBI Securities Co., Ltd. | 16 | $1.18K | 0.00% | +1+6.7% | Added |
| True Wealth Design, LLC | 17 | $1.26K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 18 | $1.33K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 25 | $1.85K | 0.00% | −20−44.4% | Reduced |
| Creative Financial Designs Inc | 27 | $2.00K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 27 | $2.00K | 0.00% | 00.0% | Unchanged |
| Westfuller Advisors, LLC | 27 | $2.02K | 0.00% | +27 | New |
| Jones Financial Companies LLLP | 32 | $2.43K | 0.00% | +2+6.7% | Added |
| Optiver Holding B.V. | 34 | $2.52K | 0.00% | +34 | New |
| Colonial Trust Co | 34 | $2.54K | 0.00% | −3−8.1% | Reduced |
| Salomon & Ludwin, LLC | 37 | $2.73K | 0.00% | +37 | New |
| Assetmark, Inc | 43 | $3.18K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 47 | $3.48K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 49 | $3.63K | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 52 | $3.78K | 0.00% | +52 | New |
| Sterling Capital Management LLC | 58 | $4.29K | 0.00% | +1+1.8% | Added |
| Bell Investment Advisors, Inc | 60 | $4.44K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 63 | $4.66K | 0.00% | −1−1.6% | Reduced |
| Umb Bank N A | 81 | $6.00K | 0.00% | −28−25.7% | Reduced |
| Fifth Third Bancorp | 82 | $6.07K | 0.00% | +6+7.9% | Added |
| LRI Investments, LLC | 83 | $6.11K | 0.00% | 00.0% | Unchanged |
| Wealthspire Advisors, LLC | 87 | $6.44K | 0.00% | +87 | New |
| Northwestern Mutual Wealth Management Co | 125 | $9.25K | 0.00% | +107+594.4% | Added |
| Massmutual Trust Co FSB | 127 | $9.40K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 171 | $12.7K | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 178 | $13.2K | 0.01% | +178 | New |
| Larson Financial Group LLC | 179 | $13.2K | 0.00% | −3−1.6% | Reduced |
| Hantz Financial Services, Inc. | 206 | $15.0K | 0.00% | +160+347.8% | Added |
| Public Employees Retirement System of Ohio | 249 | $18.4K | 0.00% | −22−8.1% | Reduced |
| Versant Capital Management, Inc | 257 | $19.0K | 0.00% | +107+71.3% | Added |
| Principal Securities, Inc. | 261 | $19.3K | 0.00% | +113+76.4% | Added |
| Rockefeller Capital Management L.P. | 262 | $19.4K | 0.00% | +262 | New |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 289 | $21.0K | 0.00% | +8+2.8% | Added |
| Federation des caisses Desjardins du Quebec | 350 | $25.9K | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 400 | $27.7K | 0.00% | 00.0% | Unchanged |
| Maseco LLP | 389 | $28.8K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 490 | $36.3K | 0.00% | +57+13.2% | Added |
| Smartleaf Asset Management LLC | 512 | $38.3K | 0.00% | +56+12.3% | Added |
| Shell Asset Management Co | 541 | $40.0K | 0.00% | −983−64.5% | Reduced |
| CWM, LLC | 695 | $51.0K | 0.00% | −81−10.4% | Reduced |
| Globeflex Capital L P | 864 | $63.9K | 0.01% | 00.0% | Unchanged |
| First Community Trust NA | 900 | $66.6K | 0.05% | 00.0% | Unchanged |
| State of Wyoming | 916 | $67.8K | 0.01% | +334+57.4% | Added |
| KBC Group NV | 984 | $73.0K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 1,372 | $101.5K | 0.00% | 00.0% | Unchanged |
| City State Bank | 1,670 | $123.6K | 0.04% | 00.0% | Unchanged |
| Vestcor Inc | 1,690 | $125.0K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 1,888 | $139.7K | 0.00% | −1,980−51.2% | Reduced |
| Ameritas Investment Partners, Inc. | 1,988 | $147.1K | 0.00% | −413−17.2% | Reduced |
| South Dakota Investment Council | 2,102 | $156.0K | 0.00% | −400−16.0% | Reduced |
| The PNC Financial Services Group, Inc. | 2,281 | $168.8K | 0.00% | +218+10.6% | Added |
| Nisa Investment Advisors, LLC | 2,295 | $170.0K | 0.00% | +91+4.1% | Added |
| Financiere des Professionnels - Fonds d,investissement inc. | 2,551 | $188.8K | 0.01% | +596+30.5% | Added |
| Steward Partners Investment Advisory, LLC | 2,780 | $205.7K | 0.00% | −820−22.8% | Reduced |
| LPL Financial LLC | 2,828 | $209.3K | 0.00% | +2,828 | New |
| Quantinno Capital Management LP | 2,916 | $215.8K | 0.00% | +2,916 | New |
| denkapparat Operations GmbH | 2,962 | $219.2K | 0.14% | +2,962 | New |
| Brevan Howard Capital Management LP | 2,979 | $220.5K | 0.00% | +2,979 | New |
| Neuberger Berman Group LLC | 2,993 | $221.5K | 0.00% | +422+16.4% | Added |
| Atria Investments LLC | 3,136 | $232.1K | 0.00% | −44−1.4% | Reduced |
| Inspire Advisors, LLC | 3,151 | $233.2K | 0.02% | −777−19.8% | Reduced |
| Koshinski Asset Management, Inc. | 3,261 | $241.3K | 0.02% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 3,275 | $242.4K | 0.00% | +11+0.3% | Added |
| Clear Harbor Asset Management, LLC | 3,290 | $243.5K | 0.02% | −3,257−49.7% | Reduced |
| Maryland State Retirement & Pension System | 3,300 | $244.2K | 0.01% | −3,654−52.5% | Reduced |
| Bessemer Group Inc | 3,353 | $248.0K | 0.00% | +3,009+874.7% | Added |
| Pictet Asset Management Holding SA | 3,394 | $251.2K | 0.00% | 00.0% | Unchanged |
| Dynamic Technology Lab Private Ltd | 3,428 | $254.0K | 0.04% | +3,428 | New |
| Sheets Smith Wealth Management | 3,520 | $260.5K | 0.03% | +30+0.9% | Added |
| J.W. Cole Advisors, Inc. | 3,731 | $276.2K | 0.01% | −1,492−28.6% | Reduced |
| Concurrent Investment Advisors, LLC | 3,850 | $284.9K | 0.00% | +405+11.8% | Added |
| Meritage Portfolio Management | 3,932 | $291.0K | 0.02% | −2,100−34.8% | Reduced |
| Wedbush Securities Inc | 4,109 | $304.0K | 0.01% | +639+18.4% | Added |
| Ensign Peak Advisors, Inc | 4,168 | $308.5K | 0.00% | −7,650−64.7% | Reduced |
| Amundi | 4,252 | $314.6K | 0.00% | −7,493−63.8% | Reduced |
| Freestone Grove Partners LP | 4,322 | $319.9K | 0.00% | +4,322 | New |
| ProShare Advisors LLC | 4,468 | $330.7K | 0.00% | −781−14.9% | Reduced |
| US Bancorp | 4,589 | $339.6K | 0.00% | +301+7.0% | Added |
| Royce & Associates LP | 4,617 | $341.7K | 0.00% | −5,159−52.8% | Reduced |
| Cetera Investment Advisers | 4,703 | $348.1K | 0.00% | −2,182−31.7% | Reduced |
| HighTower Advisors, LLC | 4,732 | $350.2K | 0.00% | −4−0.1% | Reduced |
| AXA Investment Managers S.A. | 4,740 | $350.8K | 0.00% | +4,740 | New |
| Twinbeech Capital LP | 4,781 | $353.8K | 0.01% | +4,781 | New |
| Toroso Investments, LLC | 4,890 | $361.9K | 0.00% | −44−0.9% | Reduced |
| Campbell & CO Investment Adviser LLC | 4,906 | $363.1K | 0.03% | +186+3.9% | Added |
| Axq Capital, LP | 4,985 | $368.9K | 0.14% | +4,985 | New |
| Venture Visionary Partners LLC | 5,000 | $370.1K | 0.01% | 00.0% | Unchanged |
| Polymer Capital Management (US) LLC | 5,007 | $370.6K | 0.05% | +5,007 | New |
| Oregon Public Employees Retirement Fund | 5,161 | $382.0K | 0.00% | −200−3.7% | Reduced |
| Brinker Capital Investments, LLC | 5,220 | $386.4K | 0.00% | −71−1.3% | Reduced |