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, Q1 2026
Institutional positions in Pathward Financial, Inc. as of Mar 31, 2026. 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
- 278
- +19 vs. Q4 2025
- Shares held
- 20.7M
- +2.42M (+13.3%) vs. Q4 2025
- Total value
- $1.93B
- +$497.4M (+34.8%) vs. Q4 2025
- New holders
- 49
- 89 more added
- Sold out
- 30
- 100 more reduced
6 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2026
Shares, value and share of portfolio for each institution holding Pathward Financial, Inc.; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Huntington National Bank | 1 | $89 | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 1 | $89 | 0.00% | 00.0% | Unchanged |
| Ankerstar Wealth, LLC | 2 | $179 | 0.00% | +2 | New |
| Caitong International Asset Management Co., Ltd | 3 | $268 | 0.00% | −1−25.0% | Reduced |
| MAI Capital Management | 5 | $447 | 0.00% | +5 | New |
| Parallel Advisors, LLC | 6 | $535 | 0.00% | +6 | New |
| Advisors Asset Management, Inc. | 11 | $982 | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 11 | $982 | 0.00% | +7+175.0% | Added |
| Covestor Ltd | 10 | $1.00K | 0.00% | +3+42.9% | Added |
| True Wealth Design, LLC | 14 | $1.25K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 16 | $1.43K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 18 | $1.61K | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 18 | $1.61K | 0.00% | +18 | New |
| Allworth Financial LP | 18 | $1.61K | 0.00% | +1+5.9% | Added |
| Westfuller Advisors, LLC | 21 | $1.89K | 0.00% | −6−22.2% | Reduced |
| Farther Finance Advisors, LLC | 25 | $2.25K | 0.00% | +13+108.3% | Added |
| Bogart Wealth, LLC | 27 | $2.41K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 28 | $2.50K | 0.00% | +5+21.7% | Added |
| GWM Advisors LLC | 32 | $2.85K | 0.00% | +32 | New |
| Optiver Holding B.V. | 33 | $2.94K | 0.00% | +33 | New |
| Twin Peaks Wealth Advisors, LLC | 33 | $2.94K | 0.00% | +33 | New |
| Colonial Trust Co | 34 | $2.95K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 39 | $3.48K | 0.00% | −1−2.5% | Reduced |
| Parkside Financial Bank & Trust | 40 | $3.57K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 42 | $3.75K | 0.00% | +42 | New |
| Sound Income Strategies, LLC | 48 | $4.33K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 49 | $4.37K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 55 | $4.91K | 0.00% | −70−56.0% | Reduced |
| Bell Investment Advisors, Inc | 60 | $5.35K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 61 | $5.44K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 61 | $5.44K | 0.00% | +14+29.8% | Added |
| Root Financial Partners, LLC | 66 | $5.89K | 0.00% | +66 | New |
| Hilton Head Capital Partners, LLC | 94 | $8.39K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 104 | $9.28K | 0.00% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 117 | $10.4K | 0.00% | +23+24.5% | Added |
| Massmutual Trust Co FSB | 124 | $11.1K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 137 | $12.2K | 0.00% | +5+3.8% | Added |
| IFP Advisors, Inc | 142 | $12.7K | 0.00% | +142 | New |
| Sterling Capital Management LLC | 143 | $12.8K | 0.00% | −4−2.7% | Reduced |
| Larson Financial Group LLC | 179 | $16.0K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 181 | $16.2K | 0.00% | +13+7.7% | Added |
| Salomon & Ludwin, LLC | 209 | $18.8K | 0.00% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 243 | $21.7K | 0.00% | +2+0.8% | Added |
| EverSource Wealth Advisors, LLC | 302 | $26.9K | 0.00% | −45−13.0% | Reduced |
| Smartleaf Asset Management LLC | 334 | $29.3K | 0.00% | −296−47.0% | Reduced |
| Federation des caisses Desjardins du Quebec | 350 | $31.2K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 357 | $32.0K | 0.00% | +61+20.6% | Added |
| Signature Equity Partners, LLC | 483 | $43.1K | 0.02% | −2−0.4% | Reduced |
| Harbour Investments, Inc. | 600 | $53.5K | 0.00% | +600 | New |
| CWM, LLC | 808 | $72.1K | 0.00% | +110+15.8% | Added |
| Globeflex Capital L P | 864 | $77.1K | 0.01% | 00.0% | Unchanged |
| First Community Trust NA | 900 | $80.3K | 0.06% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 915 | $81.7K | 0.01% | +593+184.2% | Added |
| KBC Group NV | 984 | $88.0K | 0.00% | 00.0% | Unchanged |
| Ensign Peak Advisors, Inc | 1,018 | $90.8K | 0.00% | 00.0% | Unchanged |
| New Age Alpha Advisors, LLC | 1,061 | $94.7K | 0.00% | −20−1.9% | Reduced |
| Rockefeller Capital Management L.P. | 1,125 | $100.4K | 0.00% | +272+31.9% | Added |
| State of Wyoming | 1,198 | $106.9K | 0.01% | −520−30.3% | Reduced |
| Hilltop National Bank | 1,247 | $111.3K | 0.03% | +1,247 | New |
| Brown Brothers Harriman & Co | 1,372 | $122.4K | 0.00% | 00.0% | Unchanged |
| City State Bank | 1,468 | $131.0K | 0.03% | −202−12.1% | Reduced |
| Tower Research Capital LLC (TRC) | 1,779 | $158.7K | 0.00% | +192+12.1% | Added |
| South Dakota Investment Council | 1,802 | $161.0K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 1,845 | $164.6K | 0.01% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 2,258 | $201.5K | 0.00% | +2,258 | New |
| The PNC Financial Services Group, Inc. | 2,310 | $206.1K | 0.00% | +200+9.5% | Added |
| Nisa Investment Advisors, LLC | 2,333 | $208.3K | 0.00% | +56+2.5% | Added |
| Skopos Labs, Inc. | 2,363 | $210.9K | 0.01% | +2,363 | New |
| Wedbush Securities Inc | 2,378 | $212.0K | 0.01% | +2,378 | New |
| Capstone Investment Advisors, LLC | 2,444 | $218.1K | 0.00% | +2,444 | New |
| CI Private Wealth, LLC | 2,446 | $218.3K | 0.00% | +2,446 | New |
| Mutual of America Capital Management LLC | 2,491 | $222.3K | 0.00% | +2,491 | New |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 2,535 | $226.2K | 0.00% | +85+3.5% | Added |
| GTS Securities LLC | 2,539 | $226.6K | 0.01% | +2,539 | New |
| Axq Capital, LP | 2,549 | $227.4K | 0.03% | +2,549 | New |
| Procyon Private Wealth Partners, LLC | 2,561 | $228.5K | 0.01% | +2,561 | New |
| Neuberger Berman Group LLC | 2,609 | $232.8K | 0.00% | +2,609 | New |
| Steward Partners Investment Advisory, LLC | 2,766 | $246.8K | 0.00% | −264−8.7% | Reduced |
| Clear Harbor Asset Management, LLC | 2,915 | $260.1K | 0.02% | −375−11.4% | Reduced |
| denkapparat Operations GmbH | 2,962 | $264.3K | 0.11% | 00.0% | Unchanged |
| Swiss Life Asset Management Ltd | 2,989 | $266.7K | 0.00% | −102−3.3% | Reduced |
| Koshinski Asset Management, Inc. | 3,019 | $269.4K | 0.02% | +160+5.6% | Added |
| Canada Pension Plan Investment Board | 3,100 | $276.6K | 0.00% | −2,800−47.5% | Reduced |
| Maryland State Retirement & Pension System | 3,169 | $282.8K | 0.01% | −131−4.0% | Reduced |
| Guggenheim Capital LLC | 3,201 | $285.6K | 0.00% | −6,037−65.3% | Reduced |
| Bessemer Group Inc | 3,301 | $294.0K | 0.00% | 00.0% | Unchanged |
| ProShare Advisors LLC | 3,438 | $306.8K | 0.00% | −979−22.2% | Reduced |
| Pictet Asset Management Holding SA | 3,528 | $314.8K | 0.00% | +134+3.9% | Added |
| Toroso Investments, LLC | 3,894 | $347.5K | 0.00% | −1,379−26.2% | Reduced |
| Park Avenue Securities LLC | 3,932 | $351.0K | 0.00% | +3,932 | New |
| Venture Visionary Partners LLC | 4,000 | $356.9K | 0.01% | −1,000−20.0% | Reduced |
| Abel Hall, LLC | 4,079 | $364.0K | 0.08% | +4,079 | New |
| US Bancorp | 4,258 | $379.9K | 0.00% | 00.0% | Unchanged |
| Stifel Financial Corp | 4,309 | $384.5K | 0.00% | −163−3.6% | Reduced |
| Equitable Trust Co | 4,456 | $397.6K | 0.02% | +4,456 | New |
| Occudo Quantitative Strategies LP | 4,811 | $417.8K | 0.02% | +4,811 | New |
| Truist Financial Corp | 4,837 | $431.6K | 0.00% | +4,837 | New |
| Brinker Capital Investments, LLC | 4,851 | $432.8K | 0.00% | +26+0.5% | Added |
| Voleon Capital Management LP | 4,873 | $434.8K | 0.01% | −5,495−53.0% | Reduced |
| Oregon Public Employees Retirement Fund | 4,957 | $442.3K | 0.01% | −204−4.0% | Reduced |