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 |
|---|---|---|---|---|---|
| Neuberger Berman Group LLC | 2,609 | $232.8K | 0.00% | +2,609 | New |
| Procyon Private Wealth Partners, LLC | 2,561 | $228.5K | 0.01% | +2,561 | New |
| Axq Capital, LP | 2,549 | $227.4K | 0.03% | +2,549 | New |
| GTS Securities LLC | 2,539 | $226.6K | 0.01% | +2,539 | New |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 2,535 | $226.2K | 0.00% | +85+3.5% | Added |
| Mutual of America Capital Management LLC | 2,491 | $222.3K | 0.00% | +2,491 | New |
| CI Private Wealth, LLC | 2,446 | $218.3K | 0.00% | +2,446 | New |
| Capstone Investment Advisors, LLC | 2,444 | $218.1K | 0.00% | +2,444 | New |
| Wedbush Securities Inc | 2,378 | $212.0K | 0.01% | +2,378 | New |
| Skopos Labs, Inc. | 2,363 | $210.9K | 0.01% | +2,363 | New |
| Nisa Investment Advisors, LLC | 2,333 | $208.3K | 0.00% | +56+2.5% | Added |
| The PNC Financial Services Group, Inc. | 2,310 | $206.1K | 0.00% | +200+9.5% | Added |
| Commonwealth Equity Services, LLC | 2,258 | $201.5K | 0.00% | +2,258 | New |
| Ameritas Investment Partners, Inc. | 1,845 | $164.6K | 0.01% | 00.0% | Unchanged |
| South Dakota Investment Council | 1,802 | $161.0K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 1,779 | $158.7K | 0.00% | +192+12.1% | Added |
| City State Bank | 1,468 | $131.0K | 0.03% | −202−12.1% | Reduced |
| Brown Brothers Harriman & Co | 1,372 | $122.4K | 0.00% | 00.0% | Unchanged |
| Hilltop National Bank | 1,247 | $111.3K | 0.03% | +1,247 | New |
| State of Wyoming | 1,198 | $106.9K | 0.01% | −520−30.3% | Reduced |
| Rockefeller Capital Management L.P. | 1,125 | $100.4K | 0.00% | +272+31.9% | Added |
| New Age Alpha Advisors, LLC | 1,061 | $94.7K | 0.00% | −20−1.9% | Reduced |
| Ensign Peak Advisors, Inc | 1,018 | $90.8K | 0.00% | 00.0% | Unchanged |
| KBC Group NV | 984 | $88.0K | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 915 | $81.7K | 0.01% | +593+184.2% | Added |
| First Community Trust NA | 900 | $80.3K | 0.06% | 00.0% | Unchanged |
| Globeflex Capital L P | 864 | $77.1K | 0.01% | 00.0% | Unchanged |
| CWM, LLC | 808 | $72.1K | 0.00% | +110+15.8% | Added |
| Harbour Investments, Inc. | 600 | $53.5K | 0.00% | +600 | New |
| Signature Equity Partners, LLC | 483 | $43.1K | 0.02% | −2−0.4% | Reduced |
| Hantz Financial Services, Inc. | 357 | $32.0K | 0.00% | +61+20.6% | Added |
| Federation des caisses Desjardins du Quebec | 350 | $31.2K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 334 | $29.3K | 0.00% | −296−47.0% | Reduced |
| EverSource Wealth Advisors, LLC | 302 | $26.9K | 0.00% | −45−13.0% | Reduced |
| Public Employees Retirement System of Ohio | 243 | $21.7K | 0.00% | +2+0.8% | Added |
| Salomon & Ludwin, LLC | 209 | $18.8K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 181 | $16.2K | 0.00% | +13+7.7% | Added |
| Larson Financial Group LLC | 179 | $16.0K | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 143 | $12.8K | 0.00% | −4−2.7% | Reduced |
| IFP Advisors, Inc | 142 | $12.7K | 0.00% | +142 | New |
| Umb Bank N A | 137 | $12.2K | 0.00% | +5+3.8% | Added |
| Massmutual Trust Co FSB | 124 | $11.1K | 0.00% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 117 | $10.4K | 0.00% | +23+24.5% | Added |
| Ancora Advisors, LLC | 104 | $9.28K | 0.00% | 00.0% | Unchanged |
| Hilton Head Capital Partners, LLC | 94 | $8.39K | 0.00% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 66 | $5.89K | 0.00% | +66 | New |
| Assetmark, Inc | 61 | $5.44K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 61 | $5.44K | 0.00% | +14+29.8% | Added |
| Bell Investment Advisors, Inc | 60 | $5.35K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 55 | $4.91K | 0.00% | −70−56.0% | Reduced |
| Fortitude Family Office, LLC | 49 | $4.37K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 48 | $4.33K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 42 | $3.75K | 0.00% | +42 | New |
| Parkside Financial Bank & Trust | 40 | $3.57K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 39 | $3.48K | 0.00% | −1−2.5% | Reduced |
| Colonial Trust Co | 34 | $2.95K | 0.00% | 00.0% | Unchanged |
| Optiver Holding B.V. | 33 | $2.94K | 0.00% | +33 | New |
| Twin Peaks Wealth Advisors, LLC | 33 | $2.94K | 0.00% | +33 | New |
| GWM Advisors LLC | 32 | $2.85K | 0.00% | +32 | New |
| Rothschild Investment LLC | 28 | $2.50K | 0.00% | +5+21.7% | Added |
| Bogart Wealth, LLC | 27 | $2.41K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 25 | $2.25K | 0.00% | +13+108.3% | Added |
| Westfuller Advisors, LLC | 21 | $1.89K | 0.00% | −6−22.2% | Reduced |
| Allworth Financial LP | 18 | $1.61K | 0.00% | +1+5.9% | Added |
| Cullen/Frost Bankers, Inc. | 18 | $1.61K | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 18 | $1.61K | 0.00% | +18 | New |
| SBI Securities Co., Ltd. | 16 | $1.43K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 14 | $1.25K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 10 | $1.00K | 0.00% | +3+42.9% | Added |
| Advisors Asset Management, Inc. | 11 | $982 | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 11 | $982 | 0.00% | +7+175.0% | Added |
| Parallel Advisors, LLC | 6 | $535 | 0.00% | +6 | New |
| MAI Capital Management | 5 | $447 | 0.00% | +5 | New |
| Caitong International Asset Management Co., Ltd | 3 | $268 | 0.00% | −1−25.0% | Reduced |
| Ankerstar Wealth, LLC | 2 | $179 | 0.00% | +2 | New |
| Huntington National Bank | 1 | $89 | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 1 | $89 | 0.00% | 00.0% | Unchanged |
| USAdvisors Wealth Management, LLC | 489 | – | – | −70−12.5% | Reduced |
| Nantahala Capital Management, LLC | 0 | $0 | 0.00% | −131,608−100.0% | Sold out |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −103,200−100.0% | Sold out |
| Algert Global LLC | 0 | $0 | 0.00% | −64,895−100.0% | Sold out |
| Quest Partners LLC | 0 | $0 | 0.00% | −41,018−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −36,843−100.0% | Sold out |
| Epoch Investment Partners, Inc. | 0 | $0 | 0.00% | −33,116−100.0% | Sold out |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −31,452−100.0% | Sold out |
| F/M Investments LLC | 0 | $0 | 0.00% | −30,395−100.0% | Sold out |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −21,928−100.0% | Sold out |
| Healthcare of Ontario Pension Plan Trust Fund | 0 | $0 | 0.00% | −16,300−100.0% | Sold out |
| Arrowstreet Capital, Limited Partnership | 0 | $0 | 0.00% | −11,507−100.0% | Sold out |
| Harbor Capital Advisors, Inc. | 0 | $0 | 0.00% | −9,940−100.0% | Sold out |
| Freestone Grove Partners LP | 0 | $0 | 0.00% | −5,466−100.0% | Sold out |
| Polymer Capital Management (US) LLC | 0 | $0 | 0.00% | −4,796−100.0% | Sold out |
| DekaBank Deutsche Girozentrale | 0 | $0 | 0.00% | −5,646−100.0% | Sold out |
| Caxton Associates LLP | 0 | $0 | 0.00% | −4,343−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −4,045−100.0% | Sold out |
| Arcus Capital Partners, LLC | 0 | $0 | 0.00% | −3,803−100.0% | Sold out |
| Sigma Planning Corp | 0 | $0 | 0.00% | −3,536−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −3,501−100.0% | Sold out |
| DRW Securities, LLC | 0 | $0 | 0.00% | −3,319−100.0% | Sold out |
| SageView Advisory Group, LLC | 0 | $0 | 0.00% | −2,005−100.0% | Sold out |