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, Q2 2026
Institutional positions in Pathward Financial, Inc. as of Jun 30, 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
- 288
- +14 vs. Q1 2026
- Shares held
- 20.7M
- +46.4K (+0.2%) vs. Q1 2026
- Total value
- $1.91B
- −$19.1M (−1.0%) vs. Q1 2026
- New holders
- 38
- 110 more added
- Sold out
- 24
- 95 more reduced
4 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: 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 | $1.57B |
| Q3 2025 | 266 | $1.74B |
| Q2 2025 | 275 | $1.80B |
| Q1 2025 | 254 | $1.63B |
| Q4 2024 | 249 | $1.74B |
| Q3 2024 | 255 | $1.60B |
| Q2 2024 | 229 | $1.37B |
| Q1 2024 | 232 | $1.26B |
| Q4 2023 | 221 | $1.38B |
| Q3 2023 | 209 | $1.13B |
| Q2 2023 | 195 | $1.09B |
| Q1 2023 | 194 | $1.08B |
| Q4 2022 | 182 | $1.05B |
| Q3 2022 | 187 | $896.2M |
| Q2 2022 | 196 | $1.02B |
| Q1 2022 | 205 | $1.40B |
| Q4 2021 | 202 | $1.57B |
| Q3 2021 | 198 | $1.35B |
| Q2 2021 | 185 | $1.30B |
| Q1 2021 | 163 | $1.13B |
Institutions, Q2 2026
Shares, value and share of portfolio for each institution holding Pathward Financial, Inc.; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock, Inc. | 3,104,464 | $270.3M | 0.00% | −55,195−1.7% | Reduced |
| FMR LLC | 1,803,772 | $157.0M | 0.01% | −152,743−7.8% | Reduced |
| State Street Corp | 1,438,880 | $125.3M | 0.00% | +110,092+8.3% | Added |
| American Century Companies Inc | 1,269,975 | $110.6M | 0.05% | +131,514+11.6% | Added |
| Dimensional Fund Advisors LP | 1,064,854 | $92.7M | 0.02% | −28,484−2.6% | Reduced |
| Pure Financial Advisors, Inc. | 0 | $73.1M | 0.93% | 0 | Unchanged |
| Geode Capital Management, LLC | 733,095 | $63.8M | 0.00% | +33,350+4.8% | Added |
| Vanguard Capital Management LLC | 729,199 | $63.5M | 0.00% | −20,965−2.8% | Reduced |
| Earnest Partners LLC | 568,923 | $49.5M | 0.18% | −4,589−0.8% | Reduced |
| Vanguard Portfolio Management LLC | 443,000 | $38.6M | 0.00% | +6,556+1.5% | Added |
| Neumeier Poma Investment Counsel LLC | 351,870 | $30.6M | 2.10% | −4,330−1.2% | Reduced |
| Allspring Global Investments Holdings, LLC | 339,293 | $30.4M | 0.05% | +106,463+45.7% | Added |
| Qube Research & Technologies Ltd | 297,329 | $25.9M | 0.03% | +242,120+438.6% | Added |
| JPMorgan Chase & Co | 285,040 | $24.7M | 0.00% | +10,080+3.7% | Added |
| Bank of America Corp | 279,600 | $24.3M | 0.00% | −22,903−7.6% | Reduced |
| Mawer Investment Management Ltd. | 271,655 | $23.7M | 0.16% | +3,112+1.2% | Added |
| Charles Schwab Investment Management Inc | 268,911 | $23.4M | 0.00% | +1,474+0.6% | Added |
| New York State Common Retirement Fund | 264,013 | $23.0M | 0.03% | +1000.0% | Added |
| D. E. Shaw & Co., Inc. | 256,026 | $22.3M | 0.01% | +123,619+93.4% | Added |
| Morgan Stanley | 245,918 | $21.4M | 0.00% | +7,964+3.3% | Added |
| Northern Trust Corp | 236,711 | $20.6M | 0.00% | −20,424−7.9% | Reduced |
| Goldman Sachs Group Inc | 228,064 | $19.9M | 0.00% | +28,329+14.2% | Added |
| Elgethun Capital Management | 210,540 | $18.3M | 2.55% | +6,777+3.3% | Added |
| Clearbridge Investments, LLC | 208,621 | $18.2M | 0.02% | −598−0.3% | Reduced |
| Austin Asset Management Co Inc | 0 | $16.6M | 2.31% | 0 | Unchanged |
| Panagora Asset Management Inc | 180,973 | $15.8M | 0.05% | +6,197+3.5% | Added |
| Millennium Management LLC | 166,532 | $14.5M | 0.01% | +77,533+87.1% | Added |
| Bank of New York Mellon Corp | 159,872 | $13.9M | 0.00% | +699+0.4% | Added |
| UBS Group AG | 154,947 | $13.5M | 0.00% | +36,911+31.3% | Added |
| Principal Financial Group Inc | 152,260 | $13.3M | 0.01% | +368+0.2% | Added |
| Deutsche Bank AG | 148,115 | $12.9M | 0.00% | +4,550+3.2% | Added |
| Aptus Capital Advisors, LLC | 145,145 | $12.6M | 0.09% | +872+0.6% | Added |
| Two Sigma Investments, LP | 144,359 | $12.6M | 0.01% | −125,602−46.5% | Reduced |
| Vanguard Fiduciary Trust Co | 142,654 | $12.4M | 0.00% | −4,003−2.7% | Reduced |
| SEI Investments Co | 138,462 | $12.1M | 0.01% | +7,091+5.4% | Added |
| UBS Asset Management Americas Inc | 138,067 | $12.0M | 0.00% | −17,220−11.1% | Reduced |
| Bridgeway Capital Management, LLC | 130,340 | $11.3M | 0.20% | +22,280+20.6% | Added |
| Nuveen, LLC | 128,568 | $11.2M | 0.00% | −58,321−31.2% | Reduced |
| Financial Insights, Inc. | 0 | $11.0M | 2.89% | 0 | New |
| Phocas Financial Corp. | 123,662 | $10.8M | 1.49% | −6,463−5.0% | Reduced |
| Cerity Partners LLC | 116,665 | $10.2M | 0.01% | +11,155+10.6% | Added |
| Invesco Ltd. | 113,998 | $9.92M | 0.00% | −24,917−17.9% | Reduced |
| Wells Fargo & Company | 104,005 | $9.05M | 0.00% | +10,793+11.6% | Added |
| Empowered Funds, LLC | 101,634 | $8.85M | 0.05% | +4,458+4.6% | Added |
| Public Sector Pension Investment Board | 101,379 | $8.83M | 0.02% | +1,163+1.2% | Added |
| Citadel Advisors LLC | 98,349 | $8.56M | 0.00% | +54,355+123.6% | Added |
| Moody Aldrich Partners LLC | 92,961 | $8.09M | 1.45% | −12,375−11.7% | Reduced |
| State of Wisconsin Investment Board | 91,086 | $7.93M | 0.02% | +3,286+3.7% | Added |
| Envestnet Asset Management Inc | 88,352 | $7.69M | 0.00% | +12,965+17.2% | Added |
| Wellington Management Group LLP | 85,691 | $7.46M | 0.00% | −62,006−42.0% | Reduced |
| Arrowstreet Capital, Limited Partnership | 70,040 | $6.10M | 0.00% | +70,040 | New |
| Franklin Resources Inc | 69,455 | $6.05M | 0.00% | +443+0.6% | Added |
| Federated Hermes, Inc. | 61,231 | $5.33M | 0.01% | +6,950+12.8% | Added |
| Guardian Wealth Management, Inc. | 57,305 | $4.99M | 2.45% | +1,869+3.4% | Added |
| Raymond James Financial Inc | 56,254 | $4.90M | 0.00% | +23,918+74.0% | Added |
| Intech Investment Management LLC | 55,763 | $4.85M | 0.04% | −2,917−5.0% | Reduced |
| John W. Rosenthal Capital Management, Inc. | 52,576 | $4.58M | 4.00% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 52,287 | $4.55M | 0.00% | +45,128+630.4% | Added |
| Legal & General Group Plc | 51,792 | $4.51M | 0.00% | −3,965−7.1% | Reduced |
| Rhumbline Advisers | 51,394 | $4.47M | 0.00% | −8,989−14.9% | Reduced |
| Tudor Investment Corp Et Al | 48,951 | $4.26M | 0.02% | +48,951 | New |
| Denali Advisors LLC | 48,370 | $4.21M | 0.42% | 00.0% | Unchanged |
| XTX Topco Ltd | 43,890 | $3.82M | 0.05% | +13,604+44.9% | Added |
| Swiss National Bank | 43,600 | $3.80M | 0.00% | −300−0.7% | Reduced |
| Voloridge Investment Management, LLC | 41,679 | $3.63M | 0.02% | −25,743−38.2% | Reduced |
| BNP Paribas Arbitrage, SA | 39,112 | $3.41M | 0.00% | +1,473+3.9% | Added |
| RMR Capital Management, LLC | 39,077 | $3.40M | 2.34% | 00.0% | Unchanged |
| Ameriprise Financial Inc | 37,953 | $3.31M | 0.00% | −2,741−6.7% | Reduced |
| First Trust Advisors LP | 37,784 | $3.29M | 0.00% | −47,627−55.8% | Reduced |
| Trexquant Investment LP | 37,412 | $3.26M | 0.02% | +37,412 | New |
| Kennedy Capital Management, Inc. | 37,028 | $3.22M | 0.06% | −21,383−36.6% | Reduced |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 36,121 | $3.14M | 0.00% | −15,330−29.8% | Reduced |
| Citigroup Inc | 36,052 | $3.14M | 0.00% | +6,620+22.5% | Added |
| Vident Advisory, LLC | 34,644 | $3.02M | 0.02% | +2,971+9.4% | Added |
| Numerai GP LLC | 33,839 | $2.95M | 0.24% | +23,304+221.2% | Added |
| Emerald Investment Advisers, LLC | 31,552 | $2.75M | 0.18% | +1,236+4.1% | Added |
| Engineers Gate Manager LP | 31,090 | $2.71M | 0.04% | +19,911+178.1% | Added |
| Russell Investments Group, Ltd. | 31,056 | $2.70M | 0.00% | +2,866+10.2% | Added |
| Man Group plc | 29,250 | $2.55M | 0.00% | +14,413+97.1% | Added |
| Alliancebernstein L.P. | 28,415 | $2.54M | 0.00% | +80.0% | Added |
| Price T Rowe Associates Inc | 28,807 | $2.51M | 0.00% | +3,922+15.8% | Added |
| Oppenheimer Asset Management Inc. | 27,463 | $2.39M | 0.02% | −59−0.2% | Reduced |
| Chou Associates Management Inc.SuperinvestorChou Associates | 27,389 | $2.38M | 1.10% | 00.0% | Unchanged |
| Paragon Capital Management Ltd | 0 | $2.36M | 0.45% | 0 | Unchanged |
| Connor, Clark & Lunn Investment Management Ltd. | 26,633 | $2.32M | 0.00% | −69,922−72.4% | Reduced |
| Balyasny Asset Management LLC | 25,464 | $2.22M | 0.00% | −82,329−76.4% | Reduced |
| California State Teachers Retirement System | 24,775 | $2.16M | 0.00% | −3,829−13.4% | Reduced |
| Squarepoint Ops LLC | 24,382 | $2.12M | 0.00% | +3,882+18.9% | Added |
| Natixis Advisors, L.P. | 24,075 | $2.10M | 0.00% | +5,010+26.3% | Added |
| Schonfeld Strategic Advisors LLC | 23,474 | $2.04M | 0.01% | +10,555+81.7% | Added |
| WCM Investment Management, LLC | 23,416 | $2.02M | 0.00% | −39,047−62.5% | Reduced |
| Susquehanna Fundamental Investments, LLC | 22,053 | $1.92M | 0.04% | +6,387+40.8% | Added |
| Quantinno Capital Management LP | 21,822 | $1.90M | 0.00% | +9,481+76.8% | Added |
| Prudential Financial Inc | 21,798 | $1.90M | 0.00% | −380−1.7% | Reduced |
| Glenmede Trust Co NA | 21,632 | $1.88M | 0.01% | +3,863+21.7% | Added |
| Emerald Mutual Fund Advisers Trust | 21,450 | $1.87M | 0.07% | 00.0% | Unchanged |
| Orchard Capital Managment, LLC | 21,144 | $1.84M | 2.02% | +243+1.2% | Added |
| Tealwood Asset Management Inc | 20,438 | $1.78M | 0.68% | −169−0.8% | Reduced |
| Rafferty Asset Management, LLC | 20,200 | $1.76M | 0.00% | −4,756−19.1% | Reduced |
| Sippican Capital Advisors | 20,135 | $1.75M | 1.07% | −50−0.2% | Reduced |