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 |
|---|---|---|---|---|---|
| Evolution Advisers, Inc. | 5 | $0 | 0.00% | +5 | New |
| Huntington National Bank | 1 | $87 | 0.00% | 00.0% | Unchanged |
| Davis Capital Management | 1 | $87 | 0.00% | +1 | New |
| Keating Financial Advisory Services, Inc. | 2 | $174 | 0.00% | −16−88.9% | Reduced |
| Caitong International Asset Management Co., Ltd | 2 | $174 | 0.00% | −1−33.3% | Reduced |
| Plante Moran Financial Advisors, LLC | 2 | $174 | 0.00% | +2 | New |
| Hughes Financial Services, LLC | 2 | $174 | 0.00% | +2 | New |
| Cedar Mountain Advisors, LLC | 4 | $348 | 0.00% | −7−63.6% | Reduced |
| Clearstead Advisors, LLC | 7 | $610 | 0.00% | +7 | New |
| Silver Grove Financial Group, Inc. | 9 | $784 | 0.00% | +9 | New |
| Advisors Asset Management, Inc. | 11 | $958 | 0.00% | 00.0% | Unchanged |
| Buck Wealth Strategies, LLC | 11 | $958 | 0.00% | +11 | New |
| Covestor Ltd | 9 | $1.00K | 0.00% | −1−10.0% | Reduced |
| Allworth Financial LP | 17 | $1.48K | 0.00% | −1−5.6% | Reduced |
| Cullen/Frost Bankers, Inc. | 18 | $1.57K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 20 | $1.74K | 0.00% | +20 | New |
| Westfuller Advisors, LLC | 21 | $1.84K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 27 | $2.35K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 35 | $3.02K | 0.00% | +1+2.9% | Added |
| Rothschild Investment LLC | 35 | $3.05K | 0.00% | +7+25.0% | Added |
| Parallel Advisors, LLC | 35 | $3.05K | 0.00% | +29+483.3% | Added |
| LRI Investments, LLC | 38 | $3.31K | 0.00% | −1−2.6% | Reduced |
| Picton Mahoney Asset Management | 38 | $3.31K | 0.00% | +38 | New |
| Parkside Financial Bank & Trust | 40 | $3.48K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 42 | $3.66K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 49 | $4.27K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 60 | $5.22K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 61 | $5.31K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 63 | $5.49K | 0.00% | −79−55.6% | Reduced |
| Simplex Trading, LLC | 71 | $6.18K | 0.00% | +71 | New |
| Compass Financial Management LLC | 78 | $6.98K | 0.00% | +78 | New |
| Northwestern Mutual Wealth Management Co | 84 | $7.31K | 0.00% | +29+52.7% | Added |
| Hilton Head Capital Partners, LLC | 94 | $8.19K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 104 | $9.05K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 111 | $9.66K | 0.00% | +111 | New |
| Farther Finance Advisors, LLC | 120 | $10.4K | 0.00% | +95+380.0% | Added |
| Massmutual Trust Co FSB | 124 | $10.8K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 130 | $11.3K | 0.00% | +69+113.1% | Added |
| Umb Bank N A | 139 | $12.1K | 0.00% | +2+1.5% | Added |
| Global Retirement Partners, LLC | 142 | $12.4K | 0.00% | +142 | New |
| Kemnay Advisory Services Inc. | 143 | $12.4K | 0.00% | +143 | New |
| Optiver Holding B.V. | 149 | $13.0K | 0.00% | +116+351.5% | Added |
| EverSource Wealth Advisors, LLC | 153 | $13.3K | 0.00% | −149−49.3% | Reduced |
| Sterling Capital Management LLC | 177 | $15.4K | 0.00% | +34+23.8% | Added |
| Larson Financial Group LLC | 185 | $16.1K | 0.00% | +6+3.4% | Added |
| Salomon & Ludwin, LLC | 209 | $18.7K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 232 | $20.2K | 0.00% | +51+28.2% | Added |
| Vision Retirement, LLC | 241 | $21.0K | 0.01% | +241 | New |
| Public Employees Retirement System of Ohio | 263 | $22.9K | 0.00% | +20+8.2% | Added |
| Pinnacle Wealth Planning Services, Inc. | 324 | $28.2K | 0.00% | +207+176.9% | Added |
| Smartleaf Asset Management LLC | 334 | $28.9K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 379 | $33.0K | 0.00% | +22+6.2% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 400 | $34.8K | 0.00% | −2,135−84.2% | Reduced |
| Signature Equity Partners, LLC | 462 | $40.2K | 0.02% | −21−4.3% | Reduced |
| Bessemer Group Inc | 596 | $52.0K | 0.00% | −2,705−81.9% | Reduced |
| Harbour Investments, Inc. | 600 | $52.2K | 0.00% | 00.0% | Unchanged |
| First Community Trust NA | 900 | $78.4K | 0.04% | 00.0% | Unchanged |
| KBC Group NV | 984 | $86.0K | 0.00% | 00.0% | Unchanged |
| Ensign Peak Advisors, Inc | 1,018 | $88.6K | 0.00% | 00.0% | Unchanged |
| New Age Alpha Advisors, LLC | 1,020 | $88.8K | 0.00% | −41−3.9% | Reduced |
| Transamerica Financial Advisors, Inc. | 1,088 | $94.8K | 0.01% | +173+18.9% | Added |
| City State Bank | 1,168 | $101.7K | 0.02% | −300−20.4% | Reduced |
| Federation des caisses Desjardins du Quebec | 1,168 | $101.7K | 0.00% | +818+233.7% | Added |
| Rockefeller Capital Management L.P. | 1,179 | $102.6K | 0.00% | +54+4.8% | Added |
| Hilltop National Bank | 1,247 | $108.6K | 0.02% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 1,372 | $119.4K | 0.00% | 00.0% | Unchanged |
| Security National Bank of Sioux City Iowa | 1,404 | $122.2K | 0.05% | +1,404 | New |
| Tower Research Capital LLC (TRC) | 1,554 | $135.3K | 0.00% | −225−12.6% | Reduced |
| South Dakota Investment Council | 1,802 | $157.0K | 0.00% | 00.0% | Unchanged |
| Nykredit A/S | 1,872 | $163.0K | 0.00% | +1,872 | New |
| Ameritas Investment Partners, Inc. | 1,959 | $170.6K | 0.00% | +114+6.2% | Added |
| The PNC Financial Services Group, Inc. | 2,258 | $196.6K | 0.00% | −52−2.3% | Reduced |
| Nisa Investment Advisors, LLC | 2,300 | $200.4K | 0.00% | −33−1.4% | Reduced |
| Wedbush Securities Inc | 2,366 | $206.0K | 0.01% | −12−0.5% | Reduced |
| Mutual of America Capital Management LLC | 2,418 | $210.5K | 0.00% | −73−2.9% | Reduced |
| Profund Advisors LLC | 2,426 | $211.2K | 0.01% | +2,426 | New |
| CI Private Wealth, LLC | 2,441 | $212.5K | 0.00% | −5−0.2% | Reduced |
| Neuberger Berman Group LLC | 2,806 | $244.3K | 0.00% | +197+7.6% | Added |
| Two Sigma Securities, LLC | 2,902 | $252.6K | 0.02% | +2,902 | New |
| Clear Harbor Asset Management, LLC | 2,915 | $253.8K | 0.02% | 00.0% | Unchanged |
| Hancock Whitney Corp | 2,953 | $257.1K | 0.00% | +2,953 | New |
| denkapparat Operations GmbH | 2,962 | $257.9K | 0.08% | 00.0% | Unchanged |
| Axxion S.A. | 2,971 | $258.7K | 0.02% | +2,971 | New |
| Maryland State Retirement & Pension System | 3,069 | $267.2K | 0.00% | −100−3.2% | Reduced |
| ProShare Advisors LLC | 3,072 | $267.4K | 0.00% | −366−10.6% | Reduced |
| Canada Pension Plan Investment Board | 3,100 | $269.9K | 0.00% | 00.0% | Unchanged |
| Swiss Life Asset Management Ltd | 3,114 | $271.1K | 0.00% | +125+4.2% | Added |
| Allstate Corp | 3,380 | $294.3K | 0.00% | +3,380 | New |
| Pictet Asset Management Holding SA | 3,528 | $307.1K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 3,733 | $325.0K | 0.00% | +3,733 | New |
| Sequoia Financial Advisors, LLC | 3,870 | $336.9K | 0.00% | +3,870 | New |
| Venture Visionary Partners LLC | 4,000 | $348.2K | 0.01% | 00.0% | Unchanged |
| Abel Hall, LLC | 4,109 | $357.7K | 0.06% | +30+0.7% | Added |
| Teacher Retirement System of Texas | 4,140 | $360.4K | 0.00% | −4,091−49.7% | Reduced |
| Procyon Private Wealth Partners, LLC | 4,178 | $363.7K | 0.02% | +1,617+63.1% | Added |
| Stifel Financial Corp | 4,210 | $366.5K | 0.00% | −99−2.3% | Reduced |
| Advisor Group Holdings, Inc. | 4,368 | $380.3K | 0.00% | −1,577−26.5% | Reduced |
| US Bancorp | 4,418 | $384.6K | 0.00% | +160+3.8% | Added |
| Park Avenue Securities LLC | 4,454 | $388.0K | 0.00% | +522+13.3% | Added |
| HighTower Advisors, LLC | 4,530 | $394.4K | 0.00% | −890−16.4% | Reduced |