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 |
|---|---|---|---|---|---|
| Financiere des Professionnels - Fonds d,investissement inc. | 2,551 | $188.8K | 0.01% | +596+30.5% | Added |
| Nisa Investment Advisors, LLC | 2,295 | $170.0K | 0.00% | +91+4.1% | Added |
| The PNC Financial Services Group, Inc. | 2,281 | $168.8K | 0.00% | +218+10.6% | Added |
| South Dakota Investment Council | 2,102 | $156.0K | 0.00% | −400−16.0% | Reduced |
| Ameritas Investment Partners, Inc. | 1,988 | $147.1K | 0.00% | −413−17.2% | Reduced |
| Tower Research Capital LLC (TRC) | 1,888 | $139.7K | 0.00% | −1,980−51.2% | Reduced |
| Vestcor Inc | 1,690 | $125.0K | 0.00% | 00.0% | Unchanged |
| City State Bank | 1,670 | $123.6K | 0.04% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 1,372 | $101.5K | 0.00% | 00.0% | Unchanged |
| KBC Group NV | 984 | $73.0K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 916 | $67.8K | 0.01% | +334+57.4% | Added |
| First Community Trust NA | 900 | $66.6K | 0.05% | 00.0% | Unchanged |
| Globeflex Capital L P | 864 | $63.9K | 0.01% | 00.0% | Unchanged |
| CWM, LLC | 695 | $51.0K | 0.00% | −81−10.4% | Reduced |
| Shell Asset Management Co | 541 | $40.0K | 0.00% | −983−64.5% | Reduced |
| Smartleaf Asset Management LLC | 512 | $38.3K | 0.00% | +56+12.3% | Added |
| EverSource Wealth Advisors, LLC | 490 | $36.3K | 0.00% | +57+13.2% | Added |
| Maseco LLP | 389 | $28.8K | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 400 | $27.7K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 350 | $25.9K | 0.00% | 00.0% | Unchanged |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 289 | $21.0K | 0.00% | +8+2.8% | Added |
| Rockefeller Capital Management L.P. | 262 | $19.4K | 0.00% | +262 | New |
| Principal Securities, Inc. | 261 | $19.3K | 0.00% | +113+76.4% | Added |
| Versant Capital Management, Inc | 257 | $19.0K | 0.00% | +107+71.3% | Added |
| Public Employees Retirement System of Ohio | 249 | $18.4K | 0.00% | −22−8.1% | Reduced |
| Hantz Financial Services, Inc. | 206 | $15.0K | 0.00% | +160+347.8% | Added |
| Larson Financial Group LLC | 179 | $13.2K | 0.00% | −3−1.6% | Reduced |
| Caitong International Asset Management Co., Ltd | 178 | $13.2K | 0.01% | +178 | New |
| Farther Finance Advisors, LLC | 171 | $12.7K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 127 | $9.40K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 125 | $9.25K | 0.00% | +107+594.4% | Added |
| Wealthspire Advisors, LLC | 87 | $6.44K | 0.00% | +87 | New |
| LRI Investments, LLC | 83 | $6.11K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 82 | $6.07K | 0.00% | +6+7.9% | Added |
| Umb Bank N A | 81 | $6.00K | 0.00% | −28−25.7% | Reduced |
| Quarry LP | 63 | $4.66K | 0.00% | −1−1.6% | Reduced |
| Bell Investment Advisors, Inc | 60 | $4.44K | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 58 | $4.29K | 0.00% | +1+1.8% | Added |
| Transamerica Financial Advisors, Inc. | 52 | $3.78K | 0.00% | +52 | New |
| Fortitude Family Office, LLC | 49 | $3.63K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 47 | $3.48K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 43 | $3.18K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 37 | $2.73K | 0.00% | +37 | New |
| Colonial Trust Co | 34 | $2.54K | 0.00% | −3−8.1% | Reduced |
| Optiver Holding B.V. | 34 | $2.52K | 0.00% | +34 | New |
| Jones Financial Companies LLLP | 32 | $2.43K | 0.00% | +2+6.7% | Added |
| Westfuller Advisors, LLC | 27 | $2.02K | 0.00% | +27 | New |
| Creative Financial Designs Inc | 27 | $2.00K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 27 | $2.00K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 25 | $1.85K | 0.00% | −20−44.4% | Reduced |
| Cullen/Frost Bankers, Inc. | 18 | $1.33K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 17 | $1.26K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 16 | $1.18K | 0.00% | +1+6.7% | Added |
| Covestor Ltd | 8 | $1.00K | 0.00% | −146−94.8% | Reduced |
| Bare Financial Services, Inc | 7 | $518 | 0.00% | +7 | New |
| Advisors Asset Management, Inc. | 11 | $410 | 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 |
| Parkside Financial Bank & Trust | 3 | $223 | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 2 | $148 | 0.00% | +2 | New |
| IFP Advisors, Inc | 1 | $74 | 0.00% | +1 | Added |
| Huntington National Bank | 1 | $74 | 0.00% | 00.0% | Unchanged |
| Turning Point Benefit Group, Inc. | 1 | $73 | 0.00% | +1 | New |
| 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 |