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 |
|---|---|---|---|---|---|
| South Dakota Investment Council | 1,802 | $128.0K | 0.00% | −300−14.3% | Reduced |
| State of Wyoming | 1,718 | $122.0K | 0.01% | +802+87.6% | Added |
| City State Bank | 1,670 | $118.6K | 0.03% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 1,587 | $112.7K | 0.00% | −301−15.9% | Reduced |
| Brown Brothers Harriman & Co | 1,372 | $97.4K | 0.00% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 1,236 | $87.7K | 0.00% | +1,236 | New |
| New Age Alpha Advisors, LLC | 1,081 | $76.8K | 0.00% | +1,081 | New |
| Ensign Peak Advisors, Inc | 1,018 | $72.3K | 0.00% | −3,150−75.6% | Reduced |
| KBC Group NV | 984 | $70.0K | 0.00% | 00.0% | Unchanged |
| First Community Trust NA | 900 | $63.9K | 0.05% | 00.0% | Unchanged |
| Globeflex Capital L P | 864 | $61.3K | 0.01% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 853 | $60.6K | 0.00% | +591+225.6% | Added |
| CWM, LLC | 698 | $50.0K | 0.00% | +3+0.4% | Added |
| Smartleaf Asset Management LLC | 630 | $45.4K | 0.00% | +118+23.0% | Added |
| Signature Equity Partners, LLC | 485 | $34.5K | 0.02% | +485 | New |
| Maseco LLP | 389 | $27.6K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 350 | $24.9K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 347 | $24.6K | 0.00% | −143−29.2% | Reduced |
| Transamerica Financial Advisors, Inc. | 322 | $22.9K | 0.00% | +270+519.2% | Added |
| Hantz Financial Services, Inc. | 296 | $21.0K | 0.00% | +90+43.7% | Added |
| Public Employees Retirement System of Ohio | 241 | $17.1K | 0.00% | −8−3.2% | Reduced |
| Los Angeles Capital Management LLC | 244 | $16.7K | 0.00% | −9,588−97.5% | Reduced |
| Salomon & Ludwin, LLC | 209 | $15.4K | 0.00% | +172+464.9% | Added |
| Larson Financial Group LLC | 179 | $12.7K | 0.00% | 00.0% | Unchanged |
| Eurizon Capital SGR S.p.A. | 175 | $12.4K | 0.00% | +175 | New |
| Versant Capital Management, Inc | 168 | $11.9K | 0.00% | −89−34.6% | Reduced |
| Sterling Capital Management LLC | 147 | $10.4K | 0.00% | +89+153.4% | Added |
| Umb Bank N A | 132 | $9.37K | 0.00% | +51+63.0% | Added |
| Northwestern Mutual Wealth Management Co | 125 | $8.88K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 124 | $8.80K | 0.00% | −3−2.4% | Reduced |
| Ancora Advisors, LLC | 104 | $7.38K | 0.00% | +104 | New |
| Hilton Head Capital Partners, LLC | 94 | $6.68K | 0.00% | +94 | New |
| Pinnacle Wealth Planning Services, Inc. | 94 | $6.67K | 0.00% | +94 | New |
| Assetmark, Inc | 61 | $4.33K | 0.00% | +18+41.9% | Added |
| Bell Investment Advisors, Inc | 60 | $4.26K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 48 | $3.61K | 0.00% | +48 | New |
| Signaturefd, LLC | 50 | $3.55K | 0.00% | +50 | New |
| Fortitude Family Office, LLC | 49 | $3.48K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 48 | $3.41K | 0.00% | −34−41.5% | Reduced |
| Ronald Blue Trust, Inc. | 47 | $3.34K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 40 | $2.84K | 0.00% | +37+1,233.3% | Added |
| LRI Investments, LLC | 40 | $2.81K | 0.00% | −43−51.8% | Reduced |
| Colonial Trust Co | 34 | $2.42K | 0.00% | 00.0% | Unchanged |
| Westfuller Advisors, LLC | 27 | $1.94K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 27 | $1.92K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 23 | $1.63K | 0.00% | −2−8.0% | Reduced |
| Jones Financial Companies LLLP | 20 | $1.42K | 0.00% | −12−37.5% | Reduced |
| Cullen/Frost Bankers, Inc. | 18 | $1.28K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 17 | $1.21K | 0.00% | +17 | New |
| SBI Securities Co., Ltd. | 16 | $1.14K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 7 | $1.00K | 0.00% | −1−12.5% | Reduced |
| True Wealth Design, LLC | 14 | $994 | 0.00% | −3−17.6% | Reduced |
| Farther Finance Advisors, LLC | 12 | $852 | 0.00% | −159−93.0% | Reduced |
| Advisors Asset Management, Inc. | 11 | $781 | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 10 | $710 | 0.00% | +6+150.0% | Added |
| 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 |
| Caitong International Asset Management Co., Ltd | 4 | $284 | 0.00% | −174−97.8% | Reduced |
| Cedar Mountain Advisors, LLC | 4 | $284 | 0.00% | +4 | New |
| 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 |
| Mercer Global Advisors Inc | 11,510 | – | – | −1,475−11.4% | Reduced |
| USAdvisors Wealth Management, LLC | 559 | – | – | −99−15.0% | Reduced |
| Driehaus Capital Management LLC | 0 | $0 | 0.00% | −133,930−100.0% | Sold out |
| Jupiter Asset Management Ltd | 0 | $0 | 0.00% | −74,763−100.0% | Sold out |
| Assenagon Asset Management S.A. | 0 | $0 | 0.00% | −64,360−100.0% | Sold out |
| Credit Agricole S A | 0 | $0 | 0.00% | −20,403−100.0% | Sold out |
| NFJ Investment Group, LLC | 0 | $0 | 0.00% | −18,474−100.0% | Sold out |
| Mackenzie Financial Corp | 0 | $0 | 0.00% | −13,769−100.0% | Sold out |
| Lazard Asset Management LLC | 0 | $0 | 0.00% | −11,207−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −10,688−100.0% | Sold out |
| Unison Advisors LLC | 0 | $0 | 0.00% | −10,200−100.0% | Sold out |
| Cynosure Management, LLC | 0 | $0 | 0.00% | −9,657−100.0% | Sold out |
| Danske Bank A/S | 0 | $0 | 0.00% | −8,357−100.0% | Sold out |
| Csenge Advisory Group | 0 | $0 | 0.00% | −6,959−100.0% | Sold out |
| Kovitz Investment Group Partners, LLC | 0 | $0 | 0.00% | −5,650−100.0% | Sold out |
| Axq Capital, LP | 0 | $0 | 0.00% | −4,985−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −4,781−100.0% | Sold out |
| Wedbush Securities Inc | 0 | $0 | 0.00% | −4,109−100.0% | Sold out |
| J.W. Cole Advisors, Inc. | 0 | $0 | 0.00% | −3,731−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −3,428−100.0% | Sold out |
| SRS Capital Advisors, Inc. | 0 | $0 | 0.00% | −3,275−100.0% | Sold out |
| Inspire Advisors, LLC | 0 | $0 | 0.00% | −3,151−100.0% | Sold out |
| Atria Investments LLC | 0 | $0 | 0.00% | −3,136−100.0% | Sold out |
| Neuberger Berman Group LLC | 0 | $0 | 0.00% | −2,993−100.0% | Sold out |
| Quantinno Capital Management LP | 0 | $0 | 0.00% | −2,916−100.0% | Sold out |
| LPL Financial LLC | 0 | $0 | 0.00% | −2,828−100.0% | Sold out |
| Financiere des Professionnels - Fonds d,investissement inc. | 0 | $0 | 0.00% | −2,551−100.0% | Sold out |
| Vestcor Inc | 0 | $0 | 0.00% | −1,690−100.0% | Sold out |
| Hughes Financial Services, LLC | 0 | $0 | 0.00% | −400−100.0% | Sold out |
| Principal Securities, Inc. | 0 | $0 | 0.00% | −261−100.0% | Sold out |
| Wealthspire Advisors, LLC | 0 | $0 | 0.00% | −87−100.0% | Sold out |
| Quarry LP | 0 | $0 | 0.00% | −63−100.0% | Sold out |
| Optiver Holding B.V. | 0 | $0 | 0.00% | −34−100.0% | Sold out |
| Creative Financial Designs Inc | 0 | $0 | 0.00% | −27−100.0% | Sold out |
| Bare Financial Services, Inc | 0 | $0 | 0.00% | −7−100.0% | Sold out |
| Tortoise Investment Management, LLC | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| IFP Advisors, Inc | 0 | $0 | 0.00% | −1−100.0% | Sold out |