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Cass Information Systems (CASS) Institutional Ownership

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$41.30 +0.56 (+1.37%)
Closing price 05/1/2025 04:00 PM Eastern
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$41.28 -0.02 (-0.06%)
As of 06:06 AM Eastern
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Institutional Ownership Changes (13F Filings) for Cass Information Systems (NASDAQ:CASS)

Current
Institutional Ownership
Percentage
59.08%
Number of
Institutional Buyers
(last 12 months)
56
Total
Institutional Inflows
(last 12 months)
$29.85M
Number of
Institutional Sellers
(last 12 months)
39
Total
Institutional Outflows
(last 12 months)
$19.15M
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CASS Institutional Buying and Selling by Quarter

Cass Information Systems Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/1/2025CWM LLC1,947$84K0.0%+275.9%0.014%
5/1/2025Speece Thorson Capital Group Inc.322,918$13.97M2.9%-1.8%2.398%
4/29/2025 Envestnet Asset Management Inc.46,357$2.01M0.0%-1.8%0.344%
4/29/2025 Bank of New York Mellon Corp84,494$3.65M0.0%-3.4%0.628%
4/28/2025 Teacher Retirement System of Texas17,883$773K0.0%+10.9%0.133%
4/24/2025 Copeland Capital Management LLC1,432$62K0.0%+56.7%0.011%
4/23/2025 GHP Investment Advisors Inc.17,544$759K0.0%-6.7%0.130%
4/21/2025 Global X Japan Co. Ltd.1,282$55K0.0%N/A0.010%
4/17/2025 Janney Montgomery Scott LLC6,669$288K0.0%+11.0%0.050%
4/14/2025 Fenimore Asset Management Inc338,882$14.66M0.3%+0.8%2.517%
4/10/2025 Beacon Financial Group5,256$227K0.0%-35.3%0.039%
4/8/2025 Dumont & Blake Investment Advisors LLC4,641$201K0.1%N/A0.034%
4/7/2025 GAMMA Investing LLC12,456$539K0.0%+4,823.3%0.093%
2/17/2025UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC32,174$1.32M0.0%+6.4%0.237%
2/17/2025Two Sigma Investments LP11,535$472K0.0%+68.5%0.085%
2/17/2025Two Sigma Advisers LP13,949$571K0.0%-11.4%0.103%
2/17/2025Tidal Investments LLC12,622$516K0.0%-4.8%0.093%
2/17/2025ProShare Advisors LLC183,440$7.51M0.0%-6.9%1.352%
2/17/2025Nuveen Asset Management LLC54,350$2.22M0.0%+36.2%0.401%
2/17/2025MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.7,710$315K0.0%+3.0%0.057%
2/17/2025Focus Partners Wealth762,482$31.19M0.1%-8.1%5.619%
2/17/2025Emmett Investment Management LP90,815$3.72M3.3%N/A0.669%
2/17/2025Deutsche Bank AG8,266$338K0.0%+13.9%0.061%
2/17/2025Bank of America Corp DE17,907$733K0.0%+37.4%0.132%
2/17/2025BNP Paribas Financial Markets1,857$76K0.0%-70.9%0.014%
2/17/2025Ameriprise Financial Inc.118,070$4.83M0.0%+1.9%0.870%
2/14/2025Northern Trust Corp136,568$5.59M0.0%+3.7%1.006%
2/14/2025Aquatic Capital Management LLC1,083$44K0.0%N/A0.008%
2/14/2025Price T Rowe Associates Inc. MD12,776$523K0.0%+6.5%0.094%
2/14/2025Uniplan Investment Counsel Inc.42,403$1.74M0.2%-53.8%0.312%
2/14/2025Stifel Financial Corp9,447$386K0.0%-11.9%0.070%
2/14/2025Speece Thorson Capital Group Inc.328,937$13.46M2.7%+7.7%2.424%
2/14/2025Dimensional Fund Advisors LP420,539$17.20M0.0%-0.7%3.099%
2/14/2025First Trust Advisors LP8,637$353K0.0%+4.8%0.064%
2/14/2025Commerce Bank63,046$2.58M0.0%-1.1%0.465%
2/13/2025Advisory Research Inc.42,110$1.72M0.3%-28.3%0.310%
2/13/2025Keeley Teton Advisors LLC80,632$3.30M0.4%-14.4%0.594%
2/13/2025Barclays PLC24,022$983K0.0%+9.5%0.177%
2/13/2025Raymond James Financial Inc.6,751$276K0.0%N/A0.050%
2/13/2025Legal & General Group Plc13,291$544K0.0%-4.6%0.098%
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2/13/2025 Envestnet Asset Management Inc.47,205$1.93M0.0%+4.5%0.348%
2/13/2025Wells Fargo & Company MN37,876$1.55M0.0%+8.0%0.279%
2/12/2025ExodusPoint Capital Management LP9,632$394K0.0%+87.1%0.071%
2/12/2025Huntington National Bank690$28K0.0%+72.9%0.005%
2/12/2025Ballast Asset Management LP107,610$4.40M2.2%-4.6%0.793%
2/12/2025Geode Capital Management LLC317,292$12.98M0.0%-10.4%2.338%
2/12/2025Arrowstreet Capital Limited Partnership89,599$3.67M0.0%+15.0%0.660%
2/12/2025Heartland Advisors Inc.416,947$17.06M0.9%+11.6%3.073%
2/12/2025JPMorgan Chase & Co.44,418$1.82M0.0%+91.1%0.327%
2/11/2025Corebridge Financial Inc.6,732$275K0.0%-7.0%0.050%
2/11/2025Vanguard Group Inc.796,969$32.60M0.0%-2.8%5.873%
2/11/2025LPL Financial LLC14,901$610K0.0%+7.0%0.110%
2/11/2025KLP Kapitalforvaltning AS2,780$114K0.0%N/A0.020%
2/11/2025American Century Companies Inc.87,675$3.59M0.0%-2.0%0.646%
2/11/2025 Teacher Retirement System of Texas16,119$659K0.0%-45.7%0.119%
2/11/2025Boston Partners54,549$2.23M0.0%-1.3%0.402%
2/11/2025Intech Investment Management LLC5,048$207K0.0%N/A0.037%
2/10/2025Royce & Associates LP265,907$10.88M0.1%+3.3%1.960%
2/10/2025Commonwealth Equity Services LLC34,339$1.41M0.0%+7.0%0.253%
2/7/2025AlphaQuest LLC2,104$86K0.0%-68.6%0.016%
2/6/2025Raymond James Financial Inc.6,751$276K0.0%N/A0.050%
2/6/2025Charles Schwab Investment Management Inc.104,325$4.27M0.0%+0.7%0.769%
2/5/2025Parkside Financial Bank & Trust5,023$205K0.0%-16.6%0.037%
2/4/2025 Bank of New York Mellon Corp87,456$3.58M0.0%+7.7%0.644%
1/30/2025 Rhumbline Advisers27,482$1.12M0.0%+1.1%0.203%
1/29/2025 Beacon Financial Group8,129$333K0.0%-14.7%0.060%
1/29/2025 Towneley Capital Management Inc DE14,944$611K0.1%N/A0.110%
1/27/2025 GHP Investment Advisors Inc.18,801$769K0.0%-5.1%0.139%
1/24/2025 Trust Point Inc.6,924$283K0.0%-47.7%0.051%
1/21/2025Tributary Capital Management LLC318,809$13.04M1.0%+0.1%2.349%
1/21/2025 Fenimore Asset Management Inc336,032$13.75M0.3%-0.1%2.476%
1/17/2025 Janney Montgomery Scott LLC6,009$246K0.0%-9.7%0.044%
1/17/2025 SG Americas Securities LLC6,295$258K0.0%+30.5%0.046%
1/13/2025 Salem Investment Counselors Inc.1,975$81K0.0%-23.3%0.015%
12/26/2024JPMorgan Chase & Co.23,241$964K0.0%+140.9%0.171%
11/19/2024Barclays PLC21,938$910K0.0%+364.9%0.162%
11/16/2024Geode Capital Management LLC354,155$14.69M0.0%+4.0%2.610%
11/15/2024Barclays PLC21,938$910K0.0%+364.9%0.162%
11/15/2024First National Bank of Omaha9,441$392K0.0%+3.3%0.070%
11/15/2024State Street Corp319,177$13.24M0.0%+0.8%2.352%
11/15/2024Hotchkis & Wiley Capital Management LLC73,020$3.03M0.0%N/A0.538%
11/14/2024UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC30,251$1.26M0.0%-7.8%0.223%
11/13/2024Glenmede Trust Co. NA7,453$309K0.0%+37.8%0.055%
11/13/2024BNP Paribas Financial Markets6,387$265K0.0%+27.9%0.047%
11/12/2024Pitcairn Co.6,682$277K0.0%-8.4%0.049%
11/12/2024Charles Schwab Investment Management Inc.103,609$4.30M0.0%+1.1%0.760%
11/9/2024Foundry Partners LLC122,405$5.08M0.3%+12.1%0.898%
11/7/2024Quest Partners LLC6,701$278K0.0%+3,445.5%0.049%
11/6/2024Royce & Associates LP257,339$10.67M0.1%-5.1%1.889%
11/6/2024Speece Thorson Capital Group Inc.305,495$12.67M2.3%+37.6%2.242%
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11/4/2024Los Angeles Capital Management LLC21,011$872K0.0%-57.5%0.154%
10/28/2024US Bancorp DE7,078$294K0.0%+5.4%0.052%
10/25/2024Pinnacle Associates Ltd.65,790$2.96M0.0%+18.1%0.482%
10/24/2024Tributary Capital Management LLC318,496$13.21M1.0%+5.3%2.334%
10/24/2024 GHP Investment Advisors Inc.19,808$822K0.0%-11.2%0.145%
10/21/2024 Copeland Capital Management LLC899$37K0.0%N/A0.007%
10/11/2024Creative Planning4,939$205K0.0%N/A0.036%
10/3/2024 SG Americas Securities LLC4,825$200K0.0%N/A0.035%
8/14/2024ProShare Advisors LLC300,474$12.04M0.0%-11.2%2.202%
8/9/2024Renaissance Technologies LLC6,260$251K0.0%N/A0.046%
(Data available from 1/1/2016 forward)

CASS Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of CASS shares?

During the previous two years, 106 institutional investors and hedge funds held shares of Cass Information Systems. The most heavily invested institutionals were Vanguard Group Inc. ($32.60M), Buckingham Strategic Wealth LLC ($32.40M), Focus Partners Wealth ($31.19M), Dimensional Fund Advisors LP ($17.20M), Heartland Advisors Inc. ($17.06M), Fenimore Asset Management Inc. ($15.11M), and Fenimore Asset Management Inc ($14.66M).Learn more on CASS's institutional investors.

What percentage of Cass Information Systems stock is owned by institutional investors?

59.08% of Cass Information Systems stock is owned by institutional investors. Learn more on CASS's institutional investor holdings.

Which institutional investors have been buying Cass Information Systems stock?

Of the 81 institutional investors that purchased Cass Information Systems stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Speece Thorson Capital Group Inc. ($328.94K), ProShare Advisors LLC ($264.62K), Hotchkis & Wiley Capital Management LLC ($109.22K), Heartland Advisors Inc. ($91.44K), Emmett Investment Management LP ($90.82K), Pinnacle Associates Ltd. ($77.01K), and Ballast Asset Management LP ($69.82K).

How much institutional buying is happening at Cass Information Systems?

Institutional investors have bought a total of 1,804,872 shares in the last 24 months. This purchase volume represents approximately $74.65M in transactions.

Which Cass Information Systems major shareholders have been selling company stock?

Of the 55 institutional investors that sold Cass Information Systems stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Allspring Global Investments Holdings LLC ($69.27K), Focus Partners Wealth ($67.05K), ProShare Advisors LLC ($66.61K), Salem Investment Counselors Inc. ($55.24K), Vanguard Group Inc. ($49.75K), Uniplan Investment Counsel Inc. ($49.42K), and Los Angeles Capital Management LLC ($41.11K).

How much institutional selling is happening at Cass Information Systems?

Institutional investors have sold a total of 739,387 shares in the last 24 months. This volume of shares sold represents approximately $30.50M in transactions.


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This page (NASDAQ:CASS) was last updated on 5/2/2025 by MarketBeat.com Staff
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