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, Q4 2025
Institutional positions in Pathward Financial, Inc. as of Dec 31, 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
- 265
- +2 vs. Q3 2025
- Shares held
- 20.1M
- −739.3K (−3.5%) vs. Q3 2025
- Total value
- $1.56B
- +$5.95M (+0.4%) vs. Q3 2025
- New holders
- 39
- 72 more added
- Sold out
- 37
- 112 more reduced
3 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2025
Shares, value and share of portfolio for each institution holding Pathward Financial, Inc.; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Sunbelt Securities, Inc. | 1 | $71 | 0.00% | −3−75.0% | Reduced |
| Huntington National Bank | 1 | $71 | 0.00% | 00.0% | Unchanged |
| Turning Point Benefit Group, Inc. | 1 | $71 | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 4 | $284 | 0.00% | −174−97.8% | Reduced |
| Cedar Mountain Advisors, LLC | 4 | $284 | 0.00% | +4 | New |
| Flagship Harbor Advisors, LLC | 5 | $355 | 0.00% | +5 | New |
| Aster Capital Management (DIFC) Ltd | 5 | $355 | 0.00% | +5 | New |
| Basecamp Wealth Advisors LLC | 5 | $355 | 0.00% | +5 | New |
| Global Retirement Partners, LLC | 10 | $710 | 0.00% | +6+150.0% | Added |
| Advisors Asset Management, Inc. | 11 | $781 | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 12 | $852 | 0.00% | −159−93.0% | Reduced |
| True Wealth Design, LLC | 14 | $994 | 0.00% | −3−17.6% | Reduced |
| Covestor Ltd | 7 | $1.00K | 0.00% | −1−12.5% | Reduced |
| SBI Securities Co., Ltd. | 16 | $1.14K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 17 | $1.21K | 0.00% | +17 | New |
| Cullen/Frost Bankers, Inc. | 18 | $1.28K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 20 | $1.42K | 0.00% | −12−37.5% | Reduced |
| Rothschild Investment LLC | 23 | $1.63K | 0.00% | −2−8.0% | Reduced |
| Bogart Wealth, LLC | 27 | $1.92K | 0.00% | 00.0% | Unchanged |
| Westfuller Advisors, LLC | 27 | $1.94K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 34 | $2.42K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 40 | $2.81K | 0.00% | −43−51.8% | Reduced |
| Parkside Financial Bank & Trust | 40 | $2.84K | 0.00% | +37+1,233.3% | Added |
| Ronald Blue Trust, Inc. | 47 | $3.34K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 48 | $3.41K | 0.00% | −34−41.5% | Reduced |
| Fortitude Family Office, LLC | 49 | $3.48K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 50 | $3.55K | 0.00% | +50 | New |
| Sound Income Strategies, LLC | 48 | $3.61K | 0.00% | +48 | New |
| Bell Investment Advisors, Inc | 60 | $4.26K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 61 | $4.33K | 0.00% | +18+41.9% | Added |
| Pinnacle Wealth Planning Services, Inc. | 94 | $6.67K | 0.00% | +94 | New |
| Hilton Head Capital Partners, LLC | 94 | $6.68K | 0.00% | +94 | New |
| Ancora Advisors, LLC | 104 | $7.38K | 0.00% | +104 | New |
| Massmutual Trust Co FSB | 124 | $8.80K | 0.00% | −3−2.4% | Reduced |
| Northwestern Mutual Wealth Management Co | 125 | $8.88K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 132 | $9.37K | 0.00% | +51+63.0% | Added |
| Sterling Capital Management LLC | 147 | $10.4K | 0.00% | +89+153.4% | Added |
| Versant Capital Management, Inc | 168 | $11.9K | 0.00% | −89−34.6% | Reduced |
| Eurizon Capital SGR S.p.A. | 175 | $12.4K | 0.00% | +175 | New |
| Larson Financial Group LLC | 179 | $12.7K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 209 | $15.4K | 0.00% | +172+464.9% | Added |
| Los Angeles Capital Management LLC | 244 | $16.7K | 0.00% | −9,588−97.5% | Reduced |
| Public Employees Retirement System of Ohio | 241 | $17.1K | 0.00% | −8−3.2% | Reduced |
| Hantz Financial Services, Inc. | 296 | $21.0K | 0.00% | +90+43.7% | Added |
| Transamerica Financial Advisors, Inc. | 322 | $22.9K | 0.00% | +270+519.2% | Added |
| EverSource Wealth Advisors, LLC | 347 | $24.6K | 0.00% | −143−29.2% | Reduced |
| Federation des caisses Desjardins du Quebec | 350 | $24.9K | 0.00% | 00.0% | Unchanged |
| Maseco LLP | 389 | $27.6K | 0.00% | 00.0% | Unchanged |
| Signature Equity Partners, LLC | 485 | $34.5K | 0.02% | +485 | New |
| Smartleaf Asset Management LLC | 630 | $45.4K | 0.00% | +118+23.0% | Added |
| CWM, LLC | 698 | $50.0K | 0.00% | +3+0.4% | Added |
| Rockefeller Capital Management L.P. | 853 | $60.6K | 0.00% | +591+225.6% | Added |
| Globeflex Capital L P | 864 | $61.3K | 0.01% | 00.0% | Unchanged |
| First Community Trust NA | 900 | $63.9K | 0.05% | 00.0% | Unchanged |
| KBC Group NV | 984 | $70.0K | 0.00% | 00.0% | Unchanged |
| Ensign Peak Advisors, Inc | 1,018 | $72.3K | 0.00% | −3,150−75.6% | Reduced |
| New Age Alpha Advisors, LLC | 1,081 | $76.8K | 0.00% | +1,081 | New |
| Kestra Advisory Services, LLC | 1,236 | $87.7K | 0.00% | +1,236 | New |
| Brown Brothers Harriman & Co | 1,372 | $97.4K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 1,587 | $112.7K | 0.00% | −301−15.9% | Reduced |
| City State Bank | 1,670 | $118.6K | 0.03% | 00.0% | Unchanged |
| State of Wyoming | 1,718 | $122.0K | 0.01% | +802+87.6% | Added |
| South Dakota Investment Council | 1,802 | $128.0K | 0.00% | −300−14.3% | Reduced |
| Ameritas Investment Partners, Inc. | 1,845 | $131.0K | 0.00% | −143−7.2% | Reduced |
| SageView Advisory Group, LLC | 2,005 | $142.4K | 0.00% | +2,005 | New |
| The PNC Financial Services Group, Inc. | 2,110 | $149.8K | 0.00% | −171−7.5% | Reduced |
| Nisa Investment Advisors, LLC | 2,277 | $161.8K | 0.00% | −18−0.8% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 2,450 | $174.0K | 0.00% | +2,161+747.8% | Added |
| Koshinski Asset Management, Inc. | 2,859 | $203.0K | 0.01% | −402−12.3% | Reduced |
| Meritage Portfolio Management | 2,930 | $208.0K | 0.01% | −1,002−25.5% | Reduced |
| denkapparat Operations GmbH | 2,962 | $210.3K | 0.11% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 3,030 | $215.1K | 0.00% | +250+9.0% | Added |
| Swiss Life Asset Management Ltd | 3,091 | $219.5K | 0.00% | +3,091 | New |
| Clear Harbor Asset Management, LLC | 3,290 | $233.6K | 0.02% | 00.0% | Unchanged |
| Bessemer Group Inc | 3,301 | $234.0K | 0.00% | −52−1.6% | Reduced |
| Maryland State Retirement & Pension System | 3,300 | $234.3K | 0.00% | 00.0% | Unchanged |
| DRW Securities, LLC | 3,319 | $235.6K | 0.02% | +3,319 | New |
| Teacher Retirement System of Texas | 3,326 | $236.1K | 0.00% | −7,281−68.6% | Reduced |
| Pictet Asset Management Holding SA | 3,394 | $241.0K | 0.00% | 00.0% | Unchanged |
| Gsa Capital Partners LLP | 3,501 | $249.0K | 0.02% | +3,501 | New |
| Sigma Planning Corp | 3,536 | $251.1K | 0.01% | −6,440−64.6% | Reduced |
| Arcus Capital Partners, LLC | 3,803 | $270.0K | 0.10% | +3,803 | New |
| Aquatic Capital Management LLC | 4,045 | $287.2K | 0.01% | +4,045 | New |
| US Bancorp | 4,258 | $302.3K | 0.00% | −331−7.2% | Reduced |
| Caxton Associates LLP | 4,343 | $308.4K | 0.01% | +4,343 | New |
| ProShare Advisors LLC | 4,417 | $313.6K | 0.00% | −51−1.1% | Reduced |
| Stifel Financial Corp | 4,472 | $317.5K | 0.00% | −2,564−36.4% | Reduced |
| DekaBank Deutsche Girozentrale | 5,646 | $318.0K | 0.00% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 4,682 | $332.4K | 0.00% | −50−1.1% | Reduced |
| Royal Bank of Canada | 4,729 | $335.0K | 0.00% | −26,600−84.9% | Reduced |
| Advisor Group Holdings, Inc. | 4,793 | $340.4K | 0.00% | −857−15.2% | Reduced |
| Polymer Capital Management (US) LLC | 4,796 | $340.5K | 0.04% | −211−4.2% | Reduced |
| Cetera Investment Advisers | 4,816 | $341.9K | 0.00% | +113+2.4% | Added |
| Brinker Capital Investments, LLC | 4,825 | $342.6K | 0.00% | −395−7.6% | Reduced |
| Venture Visionary Partners LLC | 5,000 | $355.0K | 0.01% | 00.0% | Unchanged |
| Oregon Public Employees Retirement Fund | 5,161 | $366.4K | 0.00% | 00.0% | Unchanged |
| Sheets Smith Wealth Management | 5,267 | $373.9K | 0.04% | +1,747+49.6% | Added |
| Toroso Investments, LLC | 5,273 | $374.4K | 0.00% | +383+7.8% | Added |
| Freestone Grove Partners LP | 5,466 | $388.1K | 0.00% | +1,144+26.5% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 5,638 | $400.3K | 0.00% | −208−3.6% | Reduced |