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 |
|---|---|---|---|---|---|
| Man Group plc | 39,973 | $2.96M | 0.01% | +22,802+132.8% | Added |
| Guardian Wealth Management, Inc. | 40,545 | $3.00M | 1.77% | +40,545 | New |
| Franklin Resources Inc | 45,727 | $3.38M | 0.00% | +477+1.1% | Added |
| Swiss National Bank | 46,300 | $3.43M | 0.00% | +800+1.8% | Added |
| Denali Advisors LLC | 48,370 | $3.58M | 0.40% | 00.0% | Unchanged |
| John W. Rosenthal Capital Management, Inc. | 52,576 | $3.89M | 3.74% | −108−0.2% | Reduced |
| Ameriprise Financial Inc | 52,674 | $3.90M | 0.00% | −2,672−4.8% | Reduced |
| Brandywine Global Investment Management, LLC | 54,339 | $4.02M | 0.03% | −2,109−3.7% | Reduced |
| Paragon Capital Management Ltd | 0 | $4.49M | 0.84% | 0 | Unchanged |
| BNP Paribas Arbitrage, SA | 61,010 | $4.52M | 0.00% | +16,907+38.3% | Added |
| Comerica Bank | 62,822 | $4.65M | 0.02% | +9,132+17.0% | Added |
| F/M Investments LLC | 63,096 | $4.67M | 0.18% | −312−0.5% | Reduced |
| Assenagon Asset Management S.A. | 64,360 | $4.76M | 0.01% | +64,360 | New |
| Rhumbline Advisers | 64,787 | $4.79M | 0.00% | −1,283−1.9% | Reduced |
| Algert Global LLC | 64,895 | $4.80M | 0.08% | −49,167−43.1% | Reduced |
| Legal & General Group Plc | 65,052 | $4.81M | 0.00% | −3,497−5.1% | Reduced |
| Jane Street Group, LLC | 68,857 | $5.10M | 0.01% | +44,372+181.2% | Added |
| Millennium Management LLC | 72,590 | $5.37M | 0.00% | +45,758+170.5% | Added |
| Jupiter Asset Management Ltd | 74,763 | $5.53M | 0.05% | −89,006−54.3% | Reduced |
| Bank of America Corp | 76,346 | $5.65M | 0.00% | +5,332+7.5% | Added |
| Intech Investment Management LLC | 77,540 | $5.74M | 0.05% | −16,317−17.4% | Reduced |
| Voloridge Investment Management, LLC | 79,005 | $5.85M | 0.02% | −3,420−4.1% | Reduced |
| UBS Group AG | 79,541 | $5.89M | 0.00% | +21,142+36.2% | Added |
| First Trust Advisors LP | 81,883 | $6.06M | 0.00% | −13,172−13.9% | Reduced |
| Public Sector Pension Investment Board | 89,517 | $6.63M | 0.02% | −4,853−5.1% | Reduced |
| State of Wisconsin Investment Board | 90,752 | $6.72M | 0.02% | −168−0.2% | Reduced |
| D. E. Shaw & Co., Inc. | 93,003 | $6.88M | 0.01% | +34,050+57.8% | Added |
| Kennedy Capital Management, Inc. | 98,135 | $7.26M | 0.16% | +422+0.4% | Added |
| Principal Financial Group Inc | 111,046 | $8.22M | 0.00% | −34,116−23.5% | Reduced |
| Moody Aldrich Partners LLC | 111,573 | $8.26M | 1.57% | −22,734−16.9% | Reduced |
| CSM Advisors, LLC | 117,612 | $8.71M | 0.24% | +10,657+10.0% | Added |
| Two Sigma Advisers, LP | 125,400 | $9.28M | 0.02% | +4,400+3.6% | Added |
| Wealth Enhancement Advisory Services, LLC | 127,708 | $9.52M | 0.01% | −81,661−39.0% | Reduced |
| Allspring Global Investments Holdings, LLC | 133,227 | $9.81M | 0.02% | +26,011+24.3% | Added |
| Driehaus Capital Management LLC | 133,930 | $9.91M | 0.07% | −111,831−45.5% | Reduced |
| Aptus Capital Advisors, LLC | 142,215 | $10.5M | 0.10% | +18,720+15.2% | Added |
| Deutsche Bank AG | 154,820 | $11.5M | 0.00% | +125,203+422.7% | Added |
| Clearbridge Investments, LLC | 157,422 | $11.7M | 0.01% | +30,435+24.0% | Added |
| Phocas Financial Corp. | 166,760 | $12.3M | 1.60% | +3,395+2.1% | Added |
| Panagora Asset Management Inc | 166,881 | $12.4M | 0.05% | +744+0.4% | Added |
| Wellington Management Group LLP | 174,869 | $12.9M | 0.00% | −3,329−1.9% | Reduced |
| Two Sigma Investments, LP | 178,712 | $13.2M | 0.02% | −9,051−4.8% | Reduced |
| Bank of New York Mellon Corp | 179,127 | $13.3M | 0.00% | −7,260−3.9% | Reduced |
| Qube Research & Technologies Ltd | 188,190 | $13.9M | 0.02% | +27,821+17.3% | Added |
| Goldman Sachs Group Inc | 189,322 | $14.0M | 0.00% | +40,363+27.1% | Added |
| Elgethun Capital Management | 197,231 | $14.5M | 2.63% | +22,016+12.6% | Added |
| UBS Asset Management Americas Inc | 200,351 | $14.8M | 0.00% | −124,827−38.4% | Reduced |
| Invesco Ltd. | 209,671 | $15.5M | 0.00% | −51,880−19.8% | Reduced |
| Nuveen, LLC | 246,498 | $18.2M | 0.00% | −40,616−14.1% | Reduced |
| Northern Trust Corp | 271,606 | $20.1M | 0.00% | +15,781+6.2% | Added |
| Charles Schwab Investment Management Inc | 285,330 | $21.1M | 0.00% | −9,663−3.3% | Reduced |
| Austin Asset Management Co Inc | 0 | $23.2M | 4.24% | 0 | Unchanged |
| Mawer Investment Management Ltd. | 346,061 | $25.6M | 0.13% | +91,066+35.7% | Added |
| Neumeier Poma Investment Counsel LLC | 348,590 | $25.8M | 2.11% | +133,455+62.0% | Added |
| JPMorgan Chase & Co | 392,790 | $29.1M | 0.00% | −45,112−10.3% | Reduced |
| Morgan Stanley | 444,016 | $32.9M | 0.00% | −36,839−7.7% | Reduced |
| Geode Capital Management, LLC | 699,452 | $51.8M | 0.00% | −3490.0% | Reduced |
| American Century Companies Inc | 1,049,836 | $77.7M | 0.04% | +323,785+44.6% | Added |
| Dimensional Fund Advisors LP | 1,138,033 | $84.2M | 0.02% | −36,391−3.1% | Reduced |
| State Street Corp | 1,391,656 | $103.1M | 0.00% | −18,627−1.3% | Reduced |
| Vanguard Group Inc | 1,857,345 | $137.5M | 0.00% | +14,130+0.8% | Added |
| FMR LLC | 2,073,943 | $153.5M | 0.01% | −96,306−4.4% | Reduced |
| BlackRock, Inc. | 3,309,943 | $245.0M | 0.00% | −70,412−2.1% | Reduced |
| USAdvisors Wealth Management, LLC | 658 | – | – | +27+4.3% | Added |
| Vinva Investment Management Ltd | 188,804 | – | – | +36,781+24.2% | Added |
| SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co | 15,726 | – | – | +241+1.6% | Added |
| Bridgeway Capital Management, LLC | 0 | $0 | 0.00% | −64,401−100.0% | Sold out |
| Boothbay Fund Management, LLC | 0 | $0 | 0.00% | −63,530−100.0% | Sold out |
| Meeder Asset Management Inc | 0 | $0 | 0.00% | −52,626−100.0% | Sold out |
| Vident Advisory, LLC | 0 | $0 | 0.00% | −43,567−100.0% | Sold out |
| AXA S.A. | 0 | $0 | 0.00% | −31,583−100.0% | Sold out |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −30,692−100.0% | Sold out |
| PMC FIG Opportunities LLC | 0 | $0 | 0.00% | −27,231−100.0% | Sold out |
| Nomura Holdings Inc | 0 | $0 | 0.00% | −15,919−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −12,573−100.0% | Sold out |
| OP Asset Management Ltd | 0 | $0 | 0.00% | −10,776−100.0% | Sold out |
| Lombard Odier Asset Management (Europe) Ltd | 0 | $0 | 0.00% | −10,500−100.0% | Sold out |
| Horizon Investments, LLC | 0 | $0 | 0.00% | −10,077−100.0% | Sold out |
| Persistent Asset Partners Ltd | 0 | $0 | 0.00% | −9,389−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −5,270−100.0% | Sold out |
| Counterpoint Mutual Funds LLC | 0 | $0 | 0.00% | −5,252−100.0% | Sold out |
| Janney Montgomery Scott LLC | 0 | $0 | 0.00% | −5,189−100.0% | Sold out |
| Alps Advisors Inc | 0 | $0 | 0.00% | −5,044−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −4,923−100.0% | Sold out |
| Bryn Mawr Trust Co | 0 | $0 | 0.00% | −4,000−100.0% | Sold out |
| Versor Investments LP | 0 | $0 | 0.00% | −3,700−100.0% | Sold out |
| Bank of Montreal | 0 | $0 | 0.00% | −3,552−100.0% | Sold out |
| O'Shaughnessy Asset Management, LLC | 0 | $0 | 0.00% | −3,262−100.0% | Sold out |
| Inceptionr LLC | 0 | $0 | 0.00% | −3,151−100.0% | Sold out |
| Mutual of America Capital Management LLC | 0 | $0 | 0.00% | −3,026−100.0% | Sold out |
| Altfest L J & Co Inc | 0 | $0 | 0.00% | −3,014−100.0% | Sold out |
| HSBC Holdings PLC | 0 | $0 | 0.00% | −2,992−100.0% | Sold out |
| Corton Capital Inc. | 0 | $0 | 0.00% | −2,929−100.0% | Sold out |
| Wiley Bros.-Aintree Capital, LLC | 0 | $0 | 0.00% | −2,859−100.0% | Sold out |
| Commonwealth Equity Services, LLC | 0 | $0 | 0.00% | −2,815−100.0% | Sold out |
| Profund Advisors LLC | 0 | $0 | 0.00% | −2,653−100.0% | Sold out |
| GAMMA Investing LLC | 0 | $0 | 0.00% | −662−100.0% | Sold out |
| Opal Wealth Advisors, LLC | 0 | $0 | 0.00% | −460−100.0% | Sold out |
| Lido Advisors, LLC | 0 | $0 | 0.00% | −165−100.0% | Sold out |
| Skopos Labs, Inc. | 0 | $0 | 0.00% | −60−100.0% | Sold out |