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Cass Information Systems (CASS) Institutional Ownership

Cass Information Systems logo
$52.46 +0.41 (+0.79%)
Closing price 07/13/2026 04:00 PM Eastern
Extended Trading
$52.46 0.00 (0.00%)
As of 04:50 AM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Massive. Learn more.
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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)
74
Total
Institutional Inflows
(last 12 months)
$89.08M
Number of
Institutional Sellers
(last 12 months)
59
Total
Institutional Outflows
(last 12 months)
$33.60M
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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
5/19/2026Bank of America Corp DE13,032$574K0.0%-13.2%0.101%
5/18/2026Royal Bank of Canada11,960$526K0.0%-2.2%0.093%
5/18/2026Emmett Investment Management LP127,559$5.66M4.3%-23.6%0.991%
5/16/2026Quantinno Capital Management LP19,376$853K0.0%+40.4%0.151%
5/16/2026Lazard Asset Management LLC30,485$1.34M0.0%+10.0%0.237%
5/15/2026Punch & Associates Investment Management Inc.113,060$4.98M0.3%N/A0.878%
5/14/2026Renaissance Technologies LLC55,860$2.46M0.0%-27.9%0.434%
5/14/2026Gabelli Funds LLC69,398$3.06M0.0%-2.2%0.539%
5/14/2026Arrowstreet Capital Limited Partnership137,690$6.06M0.0%-4.1%1.070%
5/14/2026Inceptionr LLC10,984$484K0.1%+108.3%0.085%
5/14/2026Sei Investments Co.71,068$3.13M0.0%+98.9%0.552%
5/13/2026Acumen Wealth Advisors LLC105,819$4.66M1.3%-5.7%0.822%
5/13/2026First Trust Advisors LP41,349$1.82M0.0%-1.6%0.321%
5/8/2026PNC Financial Services Group Inc.5,289$233K0.0%+53.7%0.041%
5/7/2026Dimensional Fund Advisors LP346,676$15.26M0.0%-2.1%2.685%
5/7/2026Heartland Advisors Inc.470,524$20.71M1.1%+1.2%3.645%
5/5/2026Bank of New York Mellon Corp66,800$2.94M0.0%-1.6%0.518%
5/1/2026Fifth Third Bancorp2,074$91K0.0%N/A0.016%
4/30/2026Beacon Financial Group4,589$202K0.0%-6.8%0.036%
4/27/2026Y Intercept Hong Kong Ltd25,020$1.10M0.0%+214.9%0.194%
4/25/2026Strs Ohio13,800$607K0.0%+74.7%0.107%
4/21/2026Pinnacle Wealth Management Advisory Group LLC8,828$389K0.0%-10.6%0.068%
4/21/2026GHP Investment Advisors Inc.10,346$455K0.0%-15.0%0.080%
2/19/2026Invesco Ltd.18,761$779K0.0%+3.1%0.143%
2/18/2026XTX Topco Ltd9,916$412K0.0%+42.3%0.076%
2/18/2026Man Group plc5,799$241K0.0%N/A0.044%
2/17/2026AQR Capital Management LLC37,230$1.55M0.0%-16.6%0.285%
2/17/2026Lazard Asset Management LLC27,711$1.15M0.0%+3.9%0.212%
2/17/2026Trexquant Investment LP5,556$231K0.0%N/A0.042%
2/17/2026Price T Rowe Associates Inc. MD22,297$926K0.0%+107.7%0.170%
2/17/2026Emmett Investment Management LP166,875$6.77M5.2%+23.6%1.276%
2/17/2026California State Teachers Retirement System732$30K0.0%-93.9%0.006%
2/17/2026Russell Investments Group Ltd.6,572$273K0.0%+312.3%0.050%
2/17/2026Royal Bank of Canada12,232$508K0.0%-75.1%0.094%
2/17/2026Graham Capital Management L.P.6,661$277K0.0%-44.4%0.051%
2/17/2026RBF Capital LLC6,510$270K0.0%N/A0.050%
2/16/2026Squarepoint Ops LLC11,495$477K0.0%N/A0.088%
2/16/2026Mariner LLC6,948$289K0.0%+14.9%0.053%
2/16/2026Barclays PLC18,584$772K0.0%+7.5%0.142%
2/16/2026Brown Advisory Inc.539,932$22.42M0.0%+5,552.6%4.128%
ALT SL: New Patent Reveals Elon Musk’s Next Breakthrough: M.A.G.I. (Ad)

Jeff Brown and Marc Chaikin - two investors who spotted Nvidia a decade ago - are now pointing to Elon Musk's latest AI patent as the catalyst behind their next major call. They say a market pattern with a 100% historical track record is converging with this new breakthrough by end of month. The last time conditions aligned like this, investors had the chance to turn $10,000 into as much as $350,000 in roughly 12 months. Brown and Chaikin have released the full details for investors who want to get ahead of it.tc pixel

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2/13/2026Marshall Wace LLP20,268$842K0.0%+229.9%0.155%
2/13/2026Acumen Wealth Advisors LLC112,247$4.66M1.3%N/A0.858%
2/13/2026First Trust Advisors LP42,006$1.74M0.0%-3.8%0.321%
2/13/2026Charles Schwab Investment Management Inc.98,255$4.08M0.0%-2.2%0.751%
2/13/2026Police & Firemen s Retirement System of New Jersey2,882$120K0.0%-24.0%0.022%
2/13/2026State Street Corp286,566$11.90M0.0%-13.2%2.191%
2/13/2026Dynamic Technology Lab Private Ltd5,751$239K0.1%N/A0.044%
2/13/2026Wells Fargo & Company MN42,805$1.78M0.0%+8.1%0.327%
2/12/2026Jane Street Group LLC44,030$1.83M0.0%+39.1%0.337%
2/12/2026HRT Financial LP11,521$478K0.0%N/A0.088%
2/12/2026MetLife Investment Management LLC7,160$297K0.0%-7.8%0.055%
2/12/2026Commonwealth Equity Services LLC30,082$1.25M0.0%-12.1%0.230%
2/12/2026Renaissance Technologies LLC77,460$3.22M0.0%+57.2%0.592%
2/12/2026Dimensional Fund Advisors LP354,256$14.71M0.0%-6.5%2.708%
2/12/2026Integrated Quantitative Investments LLC6,926$288K0.1%N/A0.053%
2/12/2026Nuveen LLC27,531$1.14M0.0%-31.2%0.210%
2/11/2026Inceptionr LLC5,273$219K0.1%N/A0.040%
2/11/2026Heartland Advisors Inc.465,039$19.31M1.0%-0.3%3.554%
2/11/2026Deutsche Bank AG8,150$338K0.0%-6.4%0.062%
2/11/2026LPL Financial LLC19,413$806K0.0%-3.8%0.148%
2/10/2026Goldman Sachs Group Inc.92,973$3.86M0.0%+70.7%0.711%
2/10/2026Natixis Advisors LLC11,601$482K0.0%+5.0%0.089%
2/10/2026IFG Advisory LLC45,518$1.89M0.1%-6.1%0.348%
2/9/2026Geode Capital Management LLC334,811$13.90M0.0%-0.2%2.560%
2/9/2026Royce & Associates LP77,952$3.24M0.0%-48.6%0.596%
2/9/2026MQS Management LLC5,014$208K0.1%N/A0.038%
2/6/2026Kingdom Financial Group LLC.615$26K0.0%N/A0.005%
2/6/2026Global Retirement Partners LLC1,874$78K0.0%-10.3%0.014%
2/6/2026PNC Financial Services Group Inc.3,441$143K0.0%+87.0%0.026%
2/6/2026ProShare Advisors LLC318,107$13.21M0.0%+5.3%2.432%
2/5/2026Pinnacle Associates Ltd.59,874$2.49M0.0%-12.8%0.458%
2/2/2026Pinnacle Wealth Management Advisory Group LLC9,871$410K0.0%N/A0.075%
2/2/2026Strs Ohio7,900$328K0.0%N/A0.060%
1/30/2026New York State Teachers Retirement System1,106$46K0.0%N/A0.008%
1/29/2026Speece Thorson Capital Group Inc.364,597$15.14M3.3%+3.9%2.787%
1/28/2026Teacher Retirement System of Texas85,833$3.56M0.0%+85.6%0.656%
1/27/2026Tributary Capital Management LLC256,433$10.65M1.0%-6.9%1.960%
1/27/2026GHP Investment Advisors Inc.12,178$506K0.0%-7.9%0.093%
1/26/2026CWM LLC2,190$91K0.0%-29.1%0.017%
1/23/2026State of Alaska Department of Revenue2,457$101K0.0%+365.3%0.019%
1/13/2026Global X Japan Co. Ltd.2,226$92K0.0%+76.1%0.017%
1/9/2026SG Americas Securities LLC7,189$298K0.0%N/A0.055%
1/1/2026JPMorgan Chase & Co.18,687$735K0.0%+174.9%0.143%
12/23/2025Triumph Capital Management626$25K0.0%N/A0.005%
11/20/2025Speece Thorson Capital Group Inc.351,073$13.81M2.8%+6.4%2.683%
11/17/2025Triumph Capital Management626$25K0.0%N/A0.005%
11/17/2025Millennium Management LLC24,477$963K0.0%+82.9%0.187%
11/17/2025MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.5,682$223K0.0%-14.4%0.043%
11/17/2025Moneta Group Investment Advisors LLC36,269$1.43M0.0%-2.0%0.277%
11/17/2025Emmett Investment Management LP134,995$5.29M3.8%+14.9%1.032%
ALT SL: New Patent Reveals Elon Musk’s Next Breakthrough: M.A.G.I. (Ad)

Jeff Brown and Marc Chaikin - two investors who spotted Nvidia a decade ago - are now pointing to Elon Musk's latest AI patent as the catalyst behind their next major call. They say a market pattern with a 100% historical track record is converging with this new breakthrough by end of month. The last time conditions aligned like this, investors had the chance to turn $10,000 into as much as $350,000 in roughly 12 months. Brown and Chaikin have released the full details for investors who want to get ahead of it.tc pixel

See Jeff Brown and Marc Chaikin's full analysis and next steps here
11/17/2025Citadel Advisors LLC14,100$555K0.0%+23.6%0.108%
11/17/2025Brevan Howard Capital Management LP6,490$255K0.0%N/A0.050%
11/17/2025CSM Advisors LLC90,195$3.55M0.1%-3.2%0.689%
11/17/2025Bank of America Corp DE11,516$453K0.0%+19.6%0.088%
11/17/2025Alliancebernstein L.P.13,421$528K0.0%-3.6%0.103%
11/17/2025Ameriprise Financial Inc.9,740$383K0.0%-61.0%0.074%
11/14/2025Creative Planning11,521$453K0.0%+11.7%0.088%
11/14/2025Lazard Asset Management LLC26,683$1.05M0.0%N/A0.204%
11/14/2025Hotchkis & Wiley Capital Management LLC70,842$2.79M0.0%-55.6%0.541%
11/14/2025UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC21,995$865K0.0%-45.4%0.168%


CASS Institutional Ownership - Frequently Asked Questions

During the previous two years, 142 institutional investors and hedge funds held shares of Cass Information Systems. The most heavily invested institutionals were Focus Partners Wealth ($33.05M), Vanguard Group Inc. ($32.06M), Brown Advisory Inc. ($22.42M), Heartland Advisors Inc. ($20.71M), Dimensional Fund Advisors LP ($15.26M), Speece Thorson Capital Group Inc. ($15.14M), and Geode Capital Management LLC ($13.90M).Learn more on Cass Information Systems' institutional investors.

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

Of the 107 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: Brown Advisory Inc. ($530.38K), Tributary Capital Management LLC ($282.09K), Speece Thorson Capital Group Inc. ($211.82K), ProShare Advisors LLC ($148.15K), Emmett Investment Management LP ($142.64K), Hotchkis & Wiley Capital Management LLC ($140.97K), and Punch & Associates Investment Management Inc. ($113.06K).

Institutional investors have bought a total of 2,143,259 shares in the last 24 months. This purchase volume represents approximately $89.08M in transactions.

Of the 59 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: Ameriprise Financial Inc. ($163.00K), Royce & Associates LP ($90.13K), Hotchkis & Wiley Capital Management LLC ($88.55K), Ballast Asset Management LP ($49.20K), State Street Corp ($43.47K), Dimensional Fund Advisors LP ($42.34K), and Tributary Capital Management LLC ($40.73K).

Institutional investors have sold a total of 804,548 shares in the last 24 months. This volume of shares sold represents approximately $33.60M in transactions.


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This page (NASDAQ:CASS) was last updated on 7/14/2026 by MarketBeat.com Staff.
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