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Cass Information Systems (CASS) Institutional Ownership

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$46.08 +0.42 (+0.91%)
As of 10:41 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)
63
Total
Institutional Inflows
(last 12 months)
$42.21M
Number of
Institutional Sellers
(last 12 months)
47
Total
Institutional Outflows
(last 12 months)
$21.77M
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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
5/21/2025Acadian Asset Management LLC1,917$82K0.0%-91.9%0.014%
5/20/2025Focus Partners Wealth764,070$33.05M0.1%+0.2%5.719%
5/19/2025Jane Street Group LLC19,615$848K0.0%N/A0.147%
5/16/2025Goldman Sachs Group Inc.42,852$1.85M0.0%-28.0%0.321%
5/16/2025Uniplan Investment Counsel Inc.90,919$3.93M0.4%+114.4%0.681%
5/16/2025MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.8,022$347K0.0%+4.0%0.060%
5/16/2025AQR Capital Management LLC9,131$395K0.0%-25.1%0.068%
5/14/2025Hotchkis & Wiley Capital Management LLC141,770$6.13M0.0%+92.0%1.061%
5/14/2025Northwestern Mutual Wealth Management Co.949$41K0.0%-30.3%0.007%
5/14/2025AlphaQuest LLC2,606$113K0.0%+23.9%0.020%
5/14/2025Emmett Investment Management LP93,241$4.04M3.7%+2.7%0.698%
5/13/2025American Century Companies Inc.68,847$2.98M0.0%-21.5%0.515%
5/13/2025Boston Partners63,620$2.75M0.0%+16.6%0.476%
5/12/2025Nuveen LLC81,097$3.51M0.0%N/A0.607%
5/12/2025Invesco Ltd.19,014$822K0.0%-7.2%0.142%
5/12/2025Swiss National Bank24,952$1.08M0.0%-2.7%0.187%
5/9/2025Charles Schwab Investment Management Inc.101,810$4.40M0.0%-2.4%0.756%
5/9/2025Vanguard Group Inc.801,473$34.66M0.0%+0.6%5.952%
5/9/2025PNC Financial Services Group Inc.1,309$57K0.0%-24.0%0.010%
5/8/2025Commerce Bank58,746$2.54M0.0%-6.8%0.436%
5/8/2025XTX Topco Ltd10,490$454K0.0%N/A0.078%
5/7/2025Heartland Advisors Inc.473,926$20.50M1.2%+13.7%3.520%
5/6/2025Royce & Associates LP233,323$10.09M0.1%-12.3%1.733%
5/6/2025Pinnacle Associates Ltd.74,828$3.24M0.0%+41.1%0.556%
5/5/2025Foundry Partners LLC121,455$5.25M0.3%-0.6%0.902%
5/2/2025Tributary Capital Management LLC307,768$13.31M1.2%-3.5%2.286%
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%
4/29/2025Envestnet Asset Management Inc.46,357$2.01M0.0%-1.8%0.344%
4/29/2025Bank of New York Mellon Corp84,494$3.65M0.0%-3.4%0.628%
4/28/2025Teacher Retirement System of Texas17,883$773K0.0%+10.9%0.133%
4/24/2025Copeland Capital Management LLC1,432$62K0.0%+56.7%0.011%
4/23/2025GHP Investment Advisors Inc.17,544$759K0.0%-6.7%0.130%
4/21/2025Global X Japan Co. Ltd.1,282$55K0.0%N/A0.010%
4/17/2025Janney Montgomery Scott LLC6,669$288K0.0%+11.0%0.050%
4/14/2025Fenimore Asset Management Inc338,882$14.66M0.3%+0.8%2.517%
4/10/2025Beacon Financial Group5,256$227K0.0%-35.3%0.039%
4/8/2025Dumont & Blake Investment Advisors LLC4,641$201K0.1%N/A0.034%
4/7/2025GAMMA 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%
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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%
2/13/2025Envestnet 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%
2/11/2025Teacher 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%
2/4/2025Bank of New York Mellon Corp87,456$3.58M0.0%+7.7%0.644%
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1/30/2025Rhumbline Advisers27,482$1.12M0.0%+1.1%0.203%
1/29/2025Beacon Financial Group8,129$333K0.0%-14.7%0.060%
1/29/2025Towneley Capital Management Inc DE14,944$611K0.1%N/A0.110%
1/27/2025GHP Investment Advisors Inc.18,801$769K0.0%-5.1%0.139%
1/24/2025Trust Point Inc.6,924$283K0.0%-47.7%0.051%
1/21/2025Tributary Capital Management LLC318,809$13.04M1.0%+0.1%2.349%
1/21/2025Fenimore Asset Management Inc336,032$13.75M0.3%-0.1%2.476%
1/17/2025Janney Montgomery Scott LLC6,009$246K0.0%-9.7%0.044%
1/17/2025SG Americas Securities LLC6,295$258K0.0%+30.5%0.046%
1/13/2025Salem Investment Counselors Inc.1,975$81K0.0%-23.3%0.015%
(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, 110 institutional investors and hedge funds held shares of Cass Information Systems. The most heavily invested institutionals were Vanguard Group Inc. ($34.66M), Focus Partners Wealth ($33.05M), Buckingham Strategic Wealth LLC ($32.40M), Heartland Advisors Inc. ($20.50M), Dimensional Fund Advisors LP ($17.20M), Fenimore Asset Management Inc. ($15.11M), and Fenimore Asset Management Inc ($14.66M).Learn more on Cass Information Systems' 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 83 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 ($252.50K), Hotchkis & Wiley Capital Management LLC ($177.17K), Heartland Advisors Inc. ($148.42K), Pinnacle Associates Ltd. ($98.81K), Emmett Investment Management LP ($93.24K), and Nuveen LLC ($81.10K).

How much institutional buying is happening at Cass Information Systems?

Institutional investors have bought a total of 1,009,420 shares in the last 24 months. This purchase volume represents approximately $42.21M in transactions.

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

Of the 47 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: Focus Partners Wealth ($67.05K), ProShare Advisors LLC ($51.47K), Uniplan Investment Counsel Inc. ($49.42K), Royce & Associates LP ($46.48K), Geode Capital Management LLC ($36.86K), Los Angeles Capital Management LLC ($34.82K), and Vanguard Group Inc. ($22.83K).

How much institutional selling is happening at Cass Information Systems?

Institutional investors have sold a total of 525,663 shares in the last 24 months. This volume of shares sold represents approximately $21.77M in transactions.


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This page (NASDAQ:CASS) was last updated on 7/3/2025 by MarketBeat.com Staff
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