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Pathward Financial (CASH) Institutional Ownership

Pathward Financial logo
$75.90 -0.27 (-0.35%)
As of 04:00 PM Eastern
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Institutional Ownership Changes (13F Filings) for Pathward Financial (NASDAQ:CASH)

Current
Institutional Ownership
Percentage
92.66%
Number of
Institutional Buyers
(last 12 months)
157
Total
Institutional Inflows
(last 12 months)
$1.14B
Number of
Institutional Sellers
(last 12 months)
110
Total
Institutional Outflows
(last 12 months)
$153.40M
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CASH Institutional Buying and Selling by Quarter

Pathward Financial Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
9/18/2026 Security National Bank of Sioux City Iowa IA1,404$122K0.1%N/A0.007%
9/9/2026 Sequoia Financial Advisors LLC3,870$337K0.0%N/A0.019%
9/9/2026 Tidal Investments LLC11,658$1.02M0.0%+199.4%0.056%
9/9/2026 Van Hulzen Asset Management LLC12,744$1.11M0.1%-18.8%0.061%
9/9/2026 Engineers Gate Manager LP31,090$2.71M0.0%+178.1%0.150%
9/9/2026 Squarepoint Ops LLC24,382$2.12M0.0%+18.9%0.117%
9/8/2026 Nykredit A S1,872$163K0.0%N/A0.009%
8/26/2026 Amundi6,419$559K0.0%-1.9%0.031%
8/26/2026 HighTower Advisors LLC4,530$394K0.0%-16.4%0.022%
8/25/2026 VIRGINIA RETIREMENT SYSTEMS ET Al19,149$1.67M0.0%N/A0.092%
8/23/2026 Guardian Wealth Management Inc.57,305$4.99M2.5%+3.4%0.276%
8/22/2026 Concurrent Investment Advisors LLC6,588$574K0.0%+3.2%0.032%
8/21/2026 AXQ Capital LP4,846$422K0.0%+90.1%0.023%
8/21/2026 Nykredit A S1,872$163K0.0%N/A0.009%
8/20/2026 Susquehanna Fundamental Investments LLC22,053$1.92M0.0%+40.8%0.106%
8/20/2026 Two Sigma Securities LLC2,902$253K0.0%N/A0.014%
8/20/2026 Sheets Smith Wealth Management8,180$712K0.1%+2.0%0.039%
8/19/2026 UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC138,067$12.02M0.0%-11.1%0.665%
8/19/2026 Hsbc Holdings PLC8,558$746K0.0%-37.0%0.041%
8/19/2026 Wellington Management Group LLP85,691$7.46M0.0%N/A0.413%
8/18/2026 Empowered Funds LLC101,634$8.85M0.0%N/A0.489%
8/18/2026 United Capital Financial Advisors LLC11,053$962K0.0%N/A0.053%
8/17/2026 Capstone Investment Advisors LLC7,093$618K0.0%N/A0.034%
8/17/2026 Transamerica Financial Advisors LLC1,088$95K0.0%N/A0.005%
8/17/2026 Corient Private Wealth LP2,441$213K0.0%N/A0.012%
8/17/2026 Bank of America Corp DE279,600$24.34M0.0%N/A1.346%
8/15/2026 Freestone Grove Partners LP10,445$909K0.0%N/A0.050%
8/15/2026 Man Group plc29,250$2.55M0.0%N/A0.141%
8/15/2026 Jupiter Topco LLC20,055$1.75M0.0%N/A0.097%
8/14/2026 Hsbc Holdings PLC8,558$746K0.0%N/A0.041%
8/14/2026 Canada Pension Plan Investment Board3,100$270K0.0%N/A0.015%
8/14/2026 Legal & General Group Plc51,792$4.51M0.0%N/A0.249%
8/14/2026 The Manufacturers Life Insurance Company9,885$861K0.0%N/A0.048%
8/14/2026 Van Hulzen Asset Management LLC12,744$1.11M0.1%N/A0.061%
8/13/2026 Neumeier Poma Investment Counsel LLC351,870$30.63M0.0%N/A1.694%
8/13/2026 Connor Clark & Lunn Investment Management Ltd.26,633$2.32M0.0%N/A0.128%
8/13/2026 Clear Harbor Asset Management LLC2,915$254K0.0%N/A0.014%
8/12/2026 Quantbot Technologies LP17,751$1.55M0.1%N/A0.085%
8/12/2026 Chou Associates Management Inc.27,389$2.38M1.1%N/A0.132%
8/12/2026 Orchard Capital Management LLC21,144$1.84M1.8%N/A0.102%
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8/12/2026 Emerald Investment Advisers LLC31,552$2.75M0.2%N/A0.152%
8/10/2026 Denali Advisors LLC48,370$4.21M0.4%N/A0.233%
8/8/2026 Meeder Asset Management Inc.9,543$831K0.0%N/A0.045%
8/7/2026 BlackRock Inc.3,104,464$270.28M0.0%N/A14.706%
8/7/2026 Deutsche Bank AG148,115$12.90M0.0%N/A0.702%
8/6/2026 Bank of New York Mellon Corp159,872$13.92M0.0%N/A0.757%
8/6/2026 GSA Capital Partners LLP5,548$483K0.0%N/A0.026%
8/3/2026 Oppenheimer Asset Management Inc.27,463$2.39M0.0%N/A0.130%
7/10/2026 Wedge Capital Management L L P NC13,707$1.19M0.0%+8.8%0.065%
6/16/2026 Empowered Funds LLC97,176$8.67M0.1%N/A0.460%
5/26/2026 Glenmede Trust Co. NA17,769$1.59M0.0%+3.5%0.084%
5/20/2026 RMR Capital Management LLC39,077$3.49M2.5%+2.4%0.185%
5/19/2026 Bank of America Corp DE302,503$26.99M0.0%+571.3%1.433%
5/19/2026Janus Henderson Group PLC20,055$1.79M0.0%+4.4%0.095%
5/18/2026 Amundi6,541$584K0.0%-50.2%0.031%
5/18/2026 California State Teachers Retirement System28,604$2.55M0.0%+32.5%0.135%
5/18/2026 Royal Bank of Canada24,348$2.17M0.0%+414.9%0.115%
5/18/2026 Empowered Funds LLC97,176$8.67M0.1%N/A0.460%
5/16/2026 The Manufacturers Life Insurance Company9,385$837K0.0%-7.7%0.044%
5/16/2026 Quantinno Capital Management LP12,341$1.10M0.0%N/A0.058%
5/15/2026 Entropy Technologies LP7,623$680K0.0%-2.5%0.036%
5/14/2026 Renaissance Technologies LLC46,058$4.11M0.0%N/A0.218%
5/14/2026 Sei Investments Co.131,371$11.72M0.0%+1,637.5%0.622%
5/14/2026 State of Wyoming1,198$107K0.0%-30.3%0.006%
5/13/2026 Cetera Investment Advisers5,792$517K0.0%+20.3%0.027%
5/13/2026 First Citizens Bank & Trust Co.5,864$523K0.0%-10.2%0.028%
5/13/2026 First Trust Advisors LP85,411$7.62M0.0%+42.5%0.405%
5/8/2026 PNC Financial Services Group Inc.2,310$206K0.0%+9.5%0.011%
5/7/2026 Meeder Asset Management Inc.10,091$900K0.1%-77.5%0.046%
5/7/2026 WCM Investment Management LLC62,463$5.49M0.0%N/A0.287%
5/7/2026 Dimensional Fund Advisors LP1,093,338$97.56M0.0%-1.0%5.025%
5/7/2026 Swiss National Bank43,900$3.92M0.0%-2.4%0.202%
5/6/2026 Allspring Global Investments Holdings LLC232,830$20.96M0.0%+45.8%1.070%
5/5/2026 Bank of New York Mellon Corp159,173$14.20M0.0%-4.9%0.731%
5/5/2026 Maryland State Retirement & Pension System3,169$283K0.0%-4.0%0.015%
5/4/2026 Emerald Mutual Fund Advisers Trust21,450$1.91M0.1%+29.4%0.099%
5/4/2026 Principal Financial Group Inc.151,892$13.55M0.0%+39.5%0.698%
5/4/2026 Teachers Retirement System of The State of Kentucky5,679$507K0.0%-5.0%0.026%
5/4/2026 Procyon Advisors LLC2,561$229K0.0%N/A0.012%
5/1/2026 Commonwealth of Pennsylvania Public School Empls Retrmt SYS5,382$480K0.0%-4.5%0.025%
5/1/2026 Fifth Third Bancorp11,275$1.01M0.0%+23,389.6%0.052%
4/30/2026 Equitable Trust Co.4,456$398K0.0%N/A0.020%
4/30/2026 Hsbc Holdings PLC13,584$1.21M0.0%+70.1%0.062%
4/30/2026 Oregon Public Employees Retirement Fund4,957$442K0.0%-4.0%0.023%
4/28/2026 Abel Hall LLC4,079$364K0.1%N/A0.019%
4/28/2026 Koshinski Asset Management Inc.3,019$269K0.0%+5.6%0.014%
4/27/2026 New York State Teachers Retirement System9,202$821K0.0%-60.9%0.042%
4/27/2026 Y Intercept Hong Kong Ltd5,791$517K0.0%-67.2%0.027%
4/23/2026 Sippican Capital Advisors20,185$1.80M1.2%-6.7%0.093%
4/22/2026 Pictet Asset Management Holding SA3,528$315K0.0%+3.9%0.016%
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4/21/2026 Louisiana State Employees Retirement System9,700$866K0.0%N/A0.045%
4/20/2026 OP Asset Management Ltd5,191$463K0.0%N/A0.024%
4/16/2026 SG Americas Securities LLC7,159$639K0.0%-47.9%0.033%
4/16/2026 Sheets Smith Wealth Management8,019$716K0.1%+52.2%0.037%
4/16/2026 Diversified Trust Co11,459$1.02M0.0%+11.9%0.053%
3/20/2026 Hsbc Holdings PLC7,985$568K0.0%N/A0.037%
3/17/2026 Rockefeller Capital Management L.P.853$61K0.0%+225.6%0.004%
2/19/2026 Invesco Ltd.215,833$15.32M0.0%+2.9%0.992%
2/18/2026 Mercer Global Advisors Inc. ADV11,510$817K0.0%-11.4%0.053%
2/18/2026 State of Tennessee Department of Treasury9,734$691K0.0%+63.0%0.045%


CASH Institutional Ownership - Frequently Asked Questions

During the previous two years, 299 institutional investors and hedge funds held shares of Pathward Financial. The most heavily invested institutionals were Pinnacle Wealth Planning Services Inc. ($3.73B), Seros Financial LLC ($481.00M), BlackRock Inc. ($270.28M), Revolve Wealth Partners LLC ($267.44M), FMR LLC ($162.14M), Vanguard Group Inc. ($107.72M), and Dimensional Fund Advisors LP ($97.56M).Learn more on Pathward Financial's institutional investors.

92.66% of Pathward Financial's stock is owned by institutional investors. Learn more on CASH's institutional investor holdings.

Of the 243 institutional investors that purchased Pathward Financial's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Pinnacle Wealth Planning Services Inc. ($50.76M), Seros Financial LLC ($6.50M), Revolve Wealth Partners LLC ($3.63M), BlackRock Inc. ($3.10M), Neumeier Poma Investment Counsel LLC ($700.46K), Bank of America Corp DE ($560.19K), and American Century Companies Inc. ($469.62K).

Institutional investors have bought a total of 14,494,404 shares in the last 24 months. This purchase volume represents approximately $1.14B in transactions.

Of the 110 institutional investors that sold Pathward Financial's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Vanguard Group Inc. ($340.24K), UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC ($190.63K), Wealth Enhancement Advisory Services LLC ($183.54K), JPMorgan Chase & Co. ($144.99K), State Street Corp ($96.82K), Jupiter Asset Management Ltd. ($89.01K), and Neumeier Poma Investment Counsel LLC ($84.49K).

Institutional investors have sold a total of 2,095,826 shares in the last 24 months. This volume of shares sold represents approximately $153.40M in transactions.


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Institutional ownership data for NASDAQ:CASH is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 9/18/2026. New 13F filings are added each quarter as they're published.
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