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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, Q3 2026

Institutional positions in Pathward Financial, Inc. as of Sep 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

Q3 2026 data is still coming in (13F filing deadline: Nov 16, 2026), so these numbers are incomplete.

Institutional holders
2
0 vs. Q2 2026
Shares held
307
−49 (−13.8%) vs. Q2 2026
Total value
$21.8K
−$9.15K (−29.5%) vs. Q2 2026
New holders
0
0 more added
Sold out
0
1 more reduced

286 institutions that held it in Q2 2026 haven't filed for Q3 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 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.

Institutional holders
Q1 2021: 163 institutionsQ2 2021: 185 institutionsQ3 2021: 198 institutionsQ4 2021: 202 institutionsQ1 2022: 205 institutionsQ2 2022: 196 institutionsQ3 2022: 187 institutionsQ4 2022: 182 institutionsQ1 2023: 194 institutionsQ2 2023: 195 institutionsQ3 2023: 209 institutionsQ4 2023: 221 institutionsQ1 2024: 232 institutionsQ2 2024: 229 institutionsQ3 2024: 255 institutionsQ4 2024: 249 institutionsQ1 2025: 254 institutionsQ2 2025: 275 institutionsQ3 2025: 266 institutionsQ4 2025: 265 institutionsQ1 2026: 278 institutionsQ2 2026: 288 institutions
Value held
Q1 2021: $1.13BQ2 2021: $1.30BQ3 2021: $1.35BQ4 2021: $1.56BQ1 2022: $1.40BQ2 2022: $1.01BQ3 2022: $888.6MQ4 2022: $1.05BQ1 2023: $1.00BQ2 2023: $1.07BQ3 2023: $1.11BQ4 2023: $1.25BQ1 2024: $1.16BQ2 2024: $1.26BQ3 2024: $1.51BQ4 2024: $1.67BQ1 2025: $1.56BQ2 2025: $1.68BQ3 2025: $1.56BQ4 2025: $1.56BQ1 2026: $1.93BQ2 2026: $1.91B
Institutions holding CASH and their total value by quarter
QuarterHoldersValue
Q2 2026288$1.91B
Q1 2026278$1.93B
Q4 2025265$1.56B
Q3 2025266$1.56B
Q2 2025275$1.68B
Q1 2025254$1.56B
Q4 2024249$1.67B
Q3 2024255$1.51B
Q2 2024229$1.26B
Q1 2024232$1.16B
Q4 2023221$1.25B
Q3 2023209$1.11B
Q2 2023195$1.07B
Q1 2023194$1.00B
Q4 2022182$1.05B
Q3 2022187$888.6M
Q2 2022196$1.01B
Q1 2022205$1.40B
Q4 2021202$1.56B
Q3 2021198$1.35B
Q2 2021185$1.30B
Q1 2021163$1.13B

Institutions, Q3 2026

Shares, value and share of portfolio for each institution holding Pathward Financial, Inc.; share changes are against Q2 2026.

Institutions holding CASH in Q3 2026
InstitutionSharesValue% of portfolioChange in sharesAction
Pictet Asset Management Holding SA––––Not filed
Allstate Corp––––Not filed
Swiss Life Asset Management Ltd––––Not filed
Canada Pension Plan Investment Board––––Not filed
ProShare Advisors LLC––––Not filed
Maryland State Retirement & Pension System––––Not filed
Axxion S.A.––––Not filed
denkapparat Operations GmbH––––Not filed
Hancock Whitney Corp––––Not filed
Clear Harbor Asset Management, LLC––––Not filed
Two Sigma Securities, LLC––––Not filed
Neuberger Berman Group LLC––––Not filed
CI Private Wealth, LLC––––Not filed
Profund Advisors LLC––––Not filed
Mutual of America Capital Management LLC––––Not filed
Wedbush Securities Inc––––Not filed
Nisa Investment Advisors, LLC––––Not filed
The PNC Financial Services Group, Inc.––––Not filed
Ameritas Investment Partners, Inc.––––Not filed
Nykredit A/S––––Not filed
South Dakota Investment Council––––Not filed
Tower Research Capital LLC (TRC)––––Not filed
Security National Bank of Sioux City Iowa––––Not filed
Brown Brothers Harriman & Co––––Not filed
Hilltop National Bank––––Not filed
Rockefeller Capital Management L.P.––––Not filed
Federation des caisses Desjardins du Quebec––––Not filed
City State Bank––––Not filed
Transamerica Financial Advisors, Inc.––––Not filed
New Age Alpha Advisors, LLC––––Not filed
Ensign Peak Advisors, Inc––––Not filed
KBC Group NV––––Not filed
First Community Trust NA––––Not filed
Harbour Investments, Inc.––––Not filed
Bessemer Group Inc––––Not filed
Signature Equity Partners, LLC––––Not filed
BNP PARIBAS ASSET MANAGEMENT Holding S.A.––––Not filed
Hantz Financial Services, Inc.––––Not filed
Smartleaf Asset Management LLC––––Not filed
Pinnacle Wealth Planning Services, Inc.––––Not filed
Public Employees Retirement System of Ohio––––Not filed
Vision Retirement, LLC––––Not filed
Salomon & Ludwin, LLC––––Not filed
Larson Financial Group LLC––––Not filed
Sterling Capital Management LLC––––Not filed
EverSource Wealth Advisors, LLC––––Not filed
Optiver Holding B.V.––––Not filed
Kemnay Advisory Services Inc.––––Not filed
Global Retirement Partners, LLC––––Not filed
Umb Bank N A––––Not filed
Ronald Blue Trust, Inc.––––Not filed
Farther Finance Advisors, LLC––––Not filed
SRS Capital Advisors, Inc.––––Not filed
Ancora Advisors, LLC––––Not filed
Hilton Head Capital Partners, LLC––––Not filed
Northwestern Mutual Wealth Management Co––––Not filed
Compass Financial Management LLC––––Not filed
Simplex Trading, LLC––––Not filed
IFP Advisors, Inc––––Not filed
Assetmark, Inc––––Not filed
Bell Investment Advisors, Inc––––Not filed
Fortitude Family Office, LLC––––Not filed
Quarry LP––––Not filed
Parkside Financial Bank & Trust––––Not filed
Picton Mahoney Asset Management––––Not filed
LRI Investments, LLC––––Not filed
Rothschild Investment LLC––––Not filed
Parallel Advisors, LLC––––Not filed
Colonial Trust Co––––Not filed
Bogart Wealth, LLC––––Not filed
Westfuller Advisors, LLC––––Not filed
Bellevue Asset Management, LLC––––Not filed
Cullen/Frost Bankers, Inc.––––Not filed
Allworth Financial LP––––Not filed
Covestor Ltd––––Not filed
Advisors Asset Management, Inc.––––Not filed
Buck Wealth Strategies, LLC––––Not filed
Silver Grove Financial Group, Inc.––––Not filed
Clearstead Advisors, LLC––––Not filed
Cedar Mountain Advisors, LLC––––Not filed
Plante Moran Financial Advisors, LLC––––Not filed
Caitong International Asset Management Co., Ltd––––Not filed
Hughes Financial Services, LLC––––Not filed
Keating Financial Advisory Services, Inc.––––Not filed
Huntington National Bank––––Not filed
Davis Capital Management––––Not filed
Evolution Advisers, Inc.––––Not filed
USAdvisors Wealth Management, LLC––––Not filed