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
- −$19.3M (−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 | $1.56B |
| 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, 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 |
|---|---|---|---|---|---|
| Swiss Life Asset Management Ltd | 3,114 | $271.1K | 0.00% | +125+4.2% | Added |
| Canada Pension Plan Investment Board | 3,100 | $269.9K | 0.00% | 00.0% | Unchanged |
| ProShare Advisors LLC | 3,072 | $267.4K | 0.00% | −366−10.6% | Reduced |
| Maryland State Retirement & Pension System | 3,069 | $267.2K | 0.00% | −100−3.2% | Reduced |
| Axxion S.A. | 2,971 | $258.7K | 0.02% | +2,971 | New |
| denkapparat Operations GmbH | 2,962 | $257.9K | 0.08% | 00.0% | Unchanged |
| Hancock Whitney Corp | 2,953 | $257.1K | 0.00% | +2,953 | New |
| Clear Harbor Asset Management, LLC | 2,915 | $253.8K | 0.02% | 00.0% | Unchanged |
| Two Sigma Securities, LLC | 2,902 | $252.6K | 0.02% | +2,902 | New |
| Neuberger Berman Group LLC | 2,806 | $244.3K | 0.00% | +197+7.6% | Added |
| CI Private Wealth, LLC | 2,441 | $212.5K | 0.00% | −5−0.2% | Reduced |
| Profund Advisors LLC | 2,426 | $211.2K | 0.01% | +2,426 | New |
| Mutual of America Capital Management LLC | 2,418 | $210.5K | 0.00% | −73−2.9% | Reduced |
| Wedbush Securities Inc | 2,366 | $206.0K | 0.01% | −12−0.5% | Reduced |
| Nisa Investment Advisors, LLC | 2,300 | $200.4K | 0.00% | −33−1.4% | Reduced |
| The PNC Financial Services Group, Inc. | 2,258 | $196.6K | 0.00% | −52−2.3% | Reduced |
| Ameritas Investment Partners, Inc. | 1,959 | $170.6K | 0.00% | +114+6.2% | Added |
| Nykredit A/S | 1,872 | $163.0K | 0.00% | +1,872 | New |
| South Dakota Investment Council | 1,802 | $157.0K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 1,554 | $135.3K | 0.00% | −225−12.6% | Reduced |
| Security National Bank of Sioux City Iowa | 1,404 | $122.2K | 0.05% | +1,404 | New |
| Brown Brothers Harriman & Co | 1,372 | $119.4K | 0.00% | 00.0% | Unchanged |
| Hilltop National Bank | 1,247 | $108.6K | 0.02% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 1,179 | $102.6K | 0.00% | +54+4.8% | Added |
| Federation des caisses Desjardins du Quebec | 1,168 | $101.7K | 0.00% | +818+233.7% | Added |
| City State Bank | 1,168 | $101.7K | 0.02% | −300−20.4% | Reduced |
| Transamerica Financial Advisors, Inc. | 1,088 | $94.8K | 0.01% | +173+18.9% | Added |
| New Age Alpha Advisors, LLC | 1,020 | $88.8K | 0.00% | −41−3.9% | Reduced |
| Ensign Peak Advisors, Inc | 1,018 | $88.6K | 0.00% | 00.0% | Unchanged |
| KBC Group NV | 984 | $86.0K | 0.00% | 00.0% | Unchanged |
| First Community Trust NA | 900 | $78.4K | 0.04% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 600 | $52.2K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 596 | $52.0K | 0.00% | −2,705−81.9% | Reduced |
| Signature Equity Partners, LLC | 462 | $40.2K | 0.02% | −21−4.3% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 400 | $34.8K | 0.00% | −2,135−84.2% | Reduced |
| Hantz Financial Services, Inc. | 379 | $33.0K | 0.00% | +22+6.2% | Added |
| Smartleaf Asset Management LLC | 334 | $28.9K | 0.00% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 324 | $28.2K | 0.00% | +207+176.9% | Added |
| Public Employees Retirement System of Ohio | 263 | $22.9K | 0.00% | +20+8.2% | Added |
| Vision Retirement, LLC | 241 | $21.0K | 0.01% | +241 | New |
| Versant Capital Management, Inc | 232 | $20.2K | 0.00% | +51+28.2% | Added |
| Salomon & Ludwin, LLC | 209 | $18.7K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 185 | $16.1K | 0.00% | +6+3.4% | Added |
| Sterling Capital Management LLC | 177 | $15.4K | 0.00% | +34+23.8% | Added |
| EverSource Wealth Advisors, LLC | 153 | $13.3K | 0.00% | −149−49.3% | Reduced |
| Optiver Holding B.V. | 149 | $13.0K | 0.00% | +116+351.5% | Added |
| Kemnay Advisory Services Inc. | 143 | $12.4K | 0.00% | +143 | New |
| Global Retirement Partners, LLC | 142 | $12.4K | 0.00% | +142 | New |
| Umb Bank N A | 139 | $12.1K | 0.00% | +2+1.5% | Added |
| Ronald Blue Trust, Inc. | 130 | $11.3K | 0.00% | +69+113.1% | Added |
| Massmutual Trust Co FSB | 124 | $10.8K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 120 | $10.4K | 0.00% | +95+380.0% | Added |
| SRS Capital Advisors, Inc. | 111 | $9.66K | 0.00% | +111 | New |
| Ancora Advisors, LLC | 104 | $9.05K | 0.00% | 00.0% | Unchanged |
| Hilton Head Capital Partners, LLC | 94 | $8.19K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 84 | $7.31K | 0.00% | +29+52.7% | Added |
| Compass Financial Management LLC | 78 | $6.98K | 0.00% | +78 | New |
| Simplex Trading, LLC | 71 | $6.18K | 0.00% | +71 | New |
| IFP Advisors, Inc | 63 | $5.49K | 0.00% | −79−55.6% | Reduced |
| Assetmark, Inc | 61 | $5.31K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 60 | $5.22K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 49 | $4.27K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 42 | $3.66K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 40 | $3.48K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 38 | $3.31K | 0.00% | −1−2.6% | Reduced |
| Picton Mahoney Asset Management | 38 | $3.31K | 0.00% | +38 | New |
| Rothschild Investment LLC | 35 | $3.05K | 0.00% | +7+25.0% | Added |
| Parallel Advisors, LLC | 35 | $3.05K | 0.00% | +29+483.3% | Added |
| Colonial Trust Co | 35 | $3.02K | 0.00% | +1+2.9% | Added |
| Bogart Wealth, LLC | 27 | $2.35K | 0.00% | 00.0% | Unchanged |
| Westfuller Advisors, LLC | 21 | $1.84K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 20 | $1.74K | 0.00% | +20 | New |
| Cullen/Frost Bankers, Inc. | 18 | $1.57K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 17 | $1.48K | 0.00% | −1−5.6% | Reduced |
| Covestor Ltd | 9 | $1.00K | 0.00% | −1−10.0% | Reduced |
| Advisors Asset Management, Inc. | 11 | $958 | 0.00% | 00.0% | Unchanged |
| Buck Wealth Strategies, LLC | 11 | $958 | 0.00% | +11 | New |
| Silver Grove Financial Group, Inc. | 9 | $784 | 0.00% | +9 | New |
| Clearstead Advisors, LLC | 7 | $610 | 0.00% | +7 | New |
| Cedar Mountain Advisors, LLC | 4 | $348 | 0.00% | −7−63.6% | Reduced |
| 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 |
| Huntington National Bank | 1 | $87 | 0.00% | 00.0% | Unchanged |
| Davis Capital Management | 1 | $87 | 0.00% | +1 | New |
| Evolution Advisers, Inc. | 5 | $0 | 0.00% | +5 | New |
| USAdvisors Wealth Management, LLC | 706 | – | – | +217+44.4% | Added |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −163,225−100.0% | Sold out |
| Boothbay Fund Management, LLC | 0 | $0 | 0.00% | −64,731−100.0% | Sold out |
| CSM Advisors, LLC | 0 | $0 | 0.00% | −64,051−100.0% | Sold out |
| PMC FIG Opportunities LLC | 0 | $0 | 0.00% | −26,195−100.0% | Sold out |
| Susquehanna Portfolio Strategies, LLC | 0 | $0 | 0.00% | −11,050−100.0% | Sold out |
| Royce & Associates LP | 0 | $0 | 0.00% | −11,014−100.0% | Sold out |
| Horizon Investments, LLC | 0 | $0 | 0.00% | −10,878−100.0% | Sold out |
| Persistent Asset Partners Ltd | 0 | $0 | 0.00% | −9,354−100.0% | Sold out |
| Wealth Enhancement Advisory Services, LLC | 0 | $0 | 0.00% | −5,158−100.0% | Sold out |
| Voleon Capital Management LP | 0 | $0 | 0.00% | −4,873−100.0% | Sold out |
| Equitable Trust Co | 0 | $0 | 0.00% | −4,456−100.0% | Sold out |
| Koshinski Asset Management, Inc. | 0 | $0 | 0.00% | −3,019−100.0% | Sold out |