Free Trial
→ Trump's crypto bank just got approved (From Crypto 101 Media) (Ad)tc pixel Free CASH Stock Alerts

Pathward Financial (CASH) Institutional Ownership

Pathward Financial logo
$70.86 -0.99 (-1.37%)
As of 11:18 AM Eastern
This is a fair market value price provided by Massive. Learn more.
Compare

Institutional Ownership Changes (13F Filings) for Pathward Financial (NASDAQ:CASH)

Current
Institutional Ownership
Percentage
92.66%
Number of
Institutional Buyers
(last 12 months)
155
Total
Institutional Inflows
(last 12 months)
$1.14B
Number of
Institutional Sellers
(last 12 months)
110
Total
Institutional Outflows
(last 12 months)
$153.28M
Get CASH Insider Trade Alerts

Want to know when executives and insiders are buying or selling Pathward Financial stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Subscribe Now
SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

CASH Institutional Buying and Selling by Quarter

Pathward Financial Major Shareholders & Ownership History

Export
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
9/23/2026Envestnet Portfolio Solutions Inc.6,052$527K0.0%+3.5%0.029%
9/18/2026Security National Bank of Sioux City Iowa IA1,404$122K0.1%N/A0.007%
9/9/2026Sequoia Financial Advisors LLC3,870$337K0.0%N/A0.019%
9/9/2026Tidal Investments LLC11,658$1.02M0.0%+199.4%0.056%
9/9/2026Van Hulzen Asset Management LLC12,744$1.11M0.1%-18.8%0.061%
9/9/2026Engineers Gate Manager LP31,090$2.71M0.0%+178.1%0.150%
9/9/2026Squarepoint Ops LLC24,382$2.12M0.0%+18.9%0.117%
9/8/2026Nykredit A S1,872$163K0.0%N/A0.009%
8/26/2026Amundi6,419$559K0.0%-1.9%0.031%
8/26/2026HighTower Advisors LLC4,530$394K0.0%-16.4%0.022%
8/25/2026VIRGINIA RETIREMENT SYSTEMS ET Al19,149$1.67M0.0%N/A0.092%
8/23/2026Guardian Wealth Management Inc.57,305$4.99M2.5%+3.4%0.276%
8/22/2026Concurrent Investment Advisors LLC6,588$574K0.0%+3.2%0.032%
8/21/2026AXQ Capital LP4,846$422K0.0%+90.1%0.023%
8/21/2026Nykredit A S1,872$163K0.0%N/A0.009%
8/20/2026Susquehanna Fundamental Investments LLC22,053$1.92M0.0%+40.8%0.106%
8/20/2026Two Sigma Securities LLC2,902$253K0.0%N/A0.014%
8/20/2026Sheets Smith Wealth Management8,180$712K0.1%+2.0%0.039%
8/19/2026UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC138,067$12.02M0.0%-11.1%0.665%
8/19/2026Hsbc Holdings PLC8,558$746K0.0%-37.0%0.041%
8/19/2026Wellington Management Group LLP85,691$7.46M0.0%N/A0.413%
8/18/2026Empowered Funds LLC101,634$8.85M0.0%N/A0.489%
8/18/2026United Capital Financial Advisors LLC11,053$962K0.0%N/A0.053%
8/17/2026Capstone Investment Advisors LLC7,093$618K0.0%N/A0.034%
8/17/2026Transamerica Financial Advisors LLC1,088$95K0.0%N/A0.005%
8/17/2026Corient Private Wealth LP2,441$213K0.0%N/A0.012%
8/17/2026Bank of America Corp DE279,600$24.34M0.0%N/A1.346%
8/15/2026Freestone Grove Partners LP10,445$909K0.0%N/A0.050%
8/15/2026Man Group plc29,250$2.55M0.0%N/A0.141%
8/15/2026Jupiter Topco LLC20,055$1.75M0.0%N/A0.097%
8/14/2026Hsbc Holdings PLC8,558$746K0.0%N/A0.041%
8/14/2026Canada Pension Plan Investment Board3,100$270K0.0%N/A0.015%
8/14/2026Legal & General Group Plc51,792$4.51M0.0%N/A0.249%
8/14/2026The Manufacturers Life Insurance Company9,885$861K0.0%N/A0.048%
8/14/2026Van Hulzen Asset Management LLC12,744$1.11M0.1%N/A0.061%
8/13/2026Neumeier Poma Investment Counsel LLC351,870$30.63M0.0%N/A1.694%
8/13/2026Connor Clark & Lunn Investment Management Ltd.26,633$2.32M0.0%N/A0.128%
8/13/2026Clear Harbor Asset Management LLC2,915$254K0.0%N/A0.014%
8/12/2026Quantbot Technologies LP17,751$1.55M0.1%N/A0.085%
8/12/2026Chou Associates Management Inc.27,389$2.38M1.1%N/A0.132%
Elon Musk’s One Stock Retirement Plan (Ad)

Jeff Brown picked Nvidia in 2016, before it surged 37,000 percent. Now he's tracking a small AI company he says is the same size Nvidia was a decade ago. The company holds 150 patents protecting its core technology, and Brown believes Elon Musk could soon drive major demand for it. A key catalyst is set for November 11.tc pixel

See the AI stock Jeff Brown is watching right now
8/12/2026Orchard Capital Management LLC21,144$1.84M1.8%N/A0.102%
8/12/2026Emerald Investment Advisers LLC31,552$2.75M0.2%N/A0.152%
8/10/2026Denali Advisors LLC48,370$4.21M0.4%N/A0.233%
8/8/2026Meeder Asset Management Inc.9,543$831K0.0%N/A0.045%
8/7/2026BlackRock Inc.3,104,464$270.28M0.0%N/A14.706%
8/7/2026Deutsche Bank AG148,115$12.90M0.0%N/A0.702%
8/6/2026Bank of New York Mellon Corp159,872$13.92M0.0%N/A0.757%
8/6/2026GSA Capital Partners LLP5,548$483K0.0%N/A0.026%
8/3/2026Oppenheimer Asset Management Inc.27,463$2.39M0.0%N/A0.130%
7/10/2026Wedge Capital Management L L P NC13,707$1.19M0.0%+8.8%0.065%
6/16/2026Empowered Funds LLC97,176$8.67M0.1%N/A0.460%
5/26/2026Glenmede Trust Co. NA17,769$1.59M0.0%+3.5%0.084%
5/20/2026RMR Capital Management LLC39,077$3.49M2.5%+2.4%0.185%
5/19/2026Bank 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%
5/18/2026Amundi6,541$584K0.0%-50.2%0.031%
5/18/2026California State Teachers Retirement System28,604$2.55M0.0%+32.5%0.135%
5/18/2026Royal Bank of Canada24,348$2.17M0.0%+414.9%0.115%
5/18/2026Empowered Funds LLC97,176$8.67M0.1%N/A0.460%
5/16/2026The Manufacturers Life Insurance Company9,385$837K0.0%-7.7%0.044%
5/16/2026Quantinno Capital Management LP12,341$1.10M0.0%N/A0.058%
5/15/2026Entropy Technologies LP7,623$680K0.0%-2.5%0.036%
5/14/2026Renaissance Technologies LLC46,058$4.11M0.0%N/A0.218%
5/14/2026Sei Investments Co.131,371$11.72M0.0%+1,637.5%0.622%
5/14/2026State of Wyoming1,198$107K0.0%-30.3%0.006%
5/13/2026Cetera Investment Advisers5,792$517K0.0%+20.3%0.027%
5/13/2026First Citizens Bank & Trust Co.5,864$523K0.0%-10.2%0.028%
5/13/2026First Trust Advisors LP85,411$7.62M0.0%+42.5%0.405%
5/8/2026PNC Financial Services Group Inc.2,310$206K0.0%+9.5%0.011%
5/7/2026Meeder Asset Management Inc.10,091$900K0.1%-77.5%0.046%
5/7/2026WCM Investment Management LLC62,463$5.49M0.0%N/A0.287%
5/7/2026Dimensional Fund Advisors LP1,093,338$97.56M0.0%-1.0%5.025%
5/7/2026Swiss National Bank43,900$3.92M0.0%-2.4%0.202%
5/6/2026Allspring Global Investments Holdings LLC232,830$20.96M0.0%+45.8%1.070%
5/5/2026Bank of New York Mellon Corp159,173$14.20M0.0%-4.9%0.731%
5/5/2026Maryland State Retirement & Pension System3,169$283K0.0%-4.0%0.015%
5/4/2026Emerald Mutual Fund Advisers Trust21,450$1.91M0.1%+29.4%0.099%
5/4/2026Principal Financial Group Inc.151,892$13.55M0.0%+39.5%0.698%
5/4/2026Teachers Retirement System of The State of Kentucky5,679$507K0.0%-5.0%0.026%
5/4/2026Procyon Advisors LLC2,561$229K0.0%N/A0.012%
5/1/2026Commonwealth of Pennsylvania Public School Empls Retrmt SYS5,382$480K0.0%-4.5%0.025%
5/1/2026Fifth Third Bancorp11,275$1.01M0.0%+23,389.6%0.052%
4/30/2026Equitable Trust Co.4,456$398K0.0%N/A0.020%
4/30/2026Hsbc Holdings PLC13,584$1.21M0.0%+70.1%0.062%
4/30/2026Oregon Public Employees Retirement Fund4,957$442K0.0%-4.0%0.023%
4/28/2026Abel Hall LLC4,079$364K0.1%N/A0.019%
4/28/2026Koshinski Asset Management Inc.3,019$269K0.0%+5.6%0.014%
4/27/2026New York State Teachers Retirement System9,202$821K0.0%-60.9%0.042%
4/27/2026Y Intercept Hong Kong Ltd5,791$517K0.0%-67.2%0.027%
4/23/2026Sippican Capital Advisors20,185$1.80M1.2%-6.7%0.093%
Trump's crypto bank just got approved (Ad)

Last month I told investors that a Trump-backed crypto bank could be approved any day. On August 14, it was. Federal regulators granted conditional approval to World Liberty Trust Company… a nationally chartered trust bank tied to the Trump family's crypto venture. Most investors still haven't processed what that means. This bank exists to do one thing. Issue, redeem, custody and back USD1… the stablecoin that has now crossed $4 billion in circulation. The bank isn't operating yet. There are conditions to satisfy first… capital minimums, an audit manager, a sign-off on the business plan. Which means the money hasn't moved yet.tc pixel

Get my #1 coin for the Trump bull run.
4/22/2026Pictet Asset Management Holding SA3,528$315K0.0%+3.9%0.016%
4/21/2026Louisiana State Employees Retirement System9,700$866K0.0%N/A0.045%
4/20/2026OP Asset Management Ltd5,191$463K0.0%N/A0.024%
4/16/2026SG Americas Securities LLC7,159$639K0.0%-47.9%0.033%
4/16/2026Sheets Smith Wealth Management8,019$716K0.1%+52.2%0.037%
4/16/2026Diversified Trust Co11,459$1.02M0.0%+11.9%0.053%
3/20/2026Hsbc Holdings PLC7,985$568K0.0%N/A0.037%
3/17/2026Rockefeller Capital Management L.P.853$61K0.0%+225.6%0.004%
2/19/2026Invesco Ltd.215,833$15.32M0.0%+2.9%0.992%
2/18/2026Mercer Global Advisors Inc. ADV11,510$817K0.0%-11.4%0.053%


CASH Institutional Ownership - Frequently Asked Questions

During the previous two years, 297 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 241 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 14,387,554 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 2,094,122 shares in the last 24 months. This volume of shares sold represents approximately $153.28M in transactions.


Related Companies

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 9/23/2026. New 13F filings are added each quarter as they're published.
From Our Partners
Elon Musk’s One Stock Retirement Plan
Jeff Brown picked Nvidia in 2016, before it surged 37,000 percent. Now he's tracking a small AI company he say...
Brownstone Research | Sponsoredtc pixel
Trump's about to unleash his Midterm Weapon
Trump is turning the midterms into a referendum on American energy, pushing for more oil, more gas, and lower ...
Monument Traders Alliance | Sponsoredtc pixel
Wall Street legend reveals his top AI stock before Oct. 20
Marc Chaikin, the 60-year Wall Street veteran behind the Power Gauge rating system, has flagged a new AI stock...
Chaikin Analytics | Sponsoredtc pixel
The Iran War Isn’t Chaos. It’s Strategy.
Two thousand missiles struck Iran. Three days later, Dylan Jovine sat in two private meetings with U.S. Congre...
Behind the Markets | Sponsoredtc pixel
How one AI fund pays investors every Thursday
One small fund tied to artificial intelligence stocks delivered $1,051 in a single month, not through selling ...
Investors Alley | Sponsoredtc pixel
INSANE DRONE FOOTAGE
New drone footage shows a mysterious factory rising at one of Elon Musk's most secure facilities, cleared and ...
Paradigm Press | Sponsoredtc pixel
A letter from Shannon Stansberry
Porter Stansberry nearly canceled the entire project. When he first saw the claimed returns - only one down ye...
Porter & Company | Sponsoredtc pixel
Why major institutions are piling into this digital asset now
BlackRock, JPMorgan, Goldman Sachs, and Fidelity are reportedly accumulating a scarce blockchain asset - one t...
Awesomely | Sponsoredtc pixel