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Cass Information Systems (CASS) Institutional Ownership

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$45.94 +0.23 (+0.49%)
As of 11:50 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)
78
Total
Institutional Inflows
(last 12 months)
$86.96M
Number of
Institutional Sellers
(last 12 months)
58
Total
Institutional Outflows
(last 12 months)
$32.28M
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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
5/14/2026Inceptionr 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%
5/8/2026 PNC Financial Services Group Inc.5,289$233K0.0%+53.7%0.041%
5/7/2026 Dimensional Fund Advisors LP346,676$15.26M0.0%-2.1%2.685%
5/7/2026 Heartland Advisors Inc.470,524$20.71M1.1%+1.2%3.645%
5/5/2026 Bank of New York Mellon Corp66,800$2.94M0.0%-1.6%0.518%
5/1/2026 Fifth Third Bancorp2,074$91K0.0%N/A0.016%
4/30/2026 Beacon Financial Group4,589$202K0.0%-6.8%0.036%
4/27/2026 Y Intercept Hong Kong Ltd25,020$1.10M0.0%+214.9%0.194%
4/25/2026 Strs Ohio13,800$607K0.0%+74.7%0.107%
4/21/2026 Pinnacle Wealth Management Advisory Group LLC8,828$389K0.0%-10.6%0.068%
4/21/2026 GHP Investment Advisors Inc.10,346$455K0.0%-15.0%0.080%
2/19/2026 Invesco 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%
2/17/2026 Russell 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%
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%
2/13/2026 Police & 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%
2/13/2026 Wells Fargo & Company MN42,805$1.78M0.0%+8.1%0.327%
2/12/2026 Jane Street Group LLC44,030$1.83M0.0%+39.1%0.337%
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2/12/2026HRT Financial LP11,521$478K0.0%N/A0.088%
2/12/2026MetLife Investment Management LLC7,160$297K0.0%-7.8%0.055%
2/12/2026 Commonwealth Equity Services LLC30,082$1.25M0.0%-12.1%0.230%
2/12/2026Renaissance Technologies LLC77,460$3.22M0.0%+57.2%0.592%
2/12/2026 Dimensional Fund Advisors LP354,256$14.71M0.0%-6.5%2.708%
2/12/2026Integrated Quantitative Investments LLC6,926$288K0.1%N/A0.053%
2/12/2026 Nuveen LLC27,531$1.14M0.0%-31.2%0.210%
2/11/2026Inceptionr LLC5,273$219K0.1%N/A0.040%
2/11/2026 Heartland Advisors Inc.465,039$19.31M1.0%-0.3%3.554%
2/11/2026 Deutsche Bank AG8,150$338K0.0%-6.4%0.062%
2/11/2026 LPL 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%
2/10/2026 IFG Advisory LLC45,518$1.89M0.1%-6.1%0.348%
2/9/2026Geode Capital Management LLC334,811$13.90M0.0%-0.2%2.560%
2/9/2026 Royce & Associates LP77,952$3.24M0.0%-48.6%0.596%
2/9/2026 MQS 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%
2/6/2026 PNC Financial Services Group Inc.3,441$143K0.0%+87.0%0.026%
2/6/2026 ProShare Advisors LLC318,107$13.21M0.0%+5.3%2.432%
2/5/2026 Pinnacle Associates Ltd.59,874$2.49M0.0%-12.8%0.458%
2/2/2026 Pinnacle Wealth Management Advisory Group LLC9,871$410K0.0%N/A0.075%
2/2/2026 Strs Ohio7,900$328K0.0%N/A0.060%
1/30/2026 New York State Teachers Retirement System1,106$46K0.0%N/A0.008%
1/29/2026 Speece Thorson Capital Group Inc.364,597$15.14M3.3%+3.9%2.787%
1/28/2026 Teacher Retirement System of Texas85,833$3.56M0.0%+85.6%0.656%
1/27/2026 Tributary Capital Management LLC256,433$10.65M1.0%-6.9%1.960%
1/27/2026 GHP Investment Advisors Inc.12,178$506K0.0%-7.9%0.093%
1/26/2026CWM LLC2,190$91K0.0%-29.1%0.017%
1/23/2026 State of Alaska Department of Revenue2,457$101K0.0%+365.3%0.019%
1/13/2026 Global X Japan Co. Ltd.2,226$92K0.0%+76.1%0.017%
1/9/2026 SG 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%
11/20/2025 Speece 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%
11/17/2025 Moneta 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%
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%
11/14/2025 Creative 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%
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11/14/2025UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC21,995$865K0.0%-45.4%0.168%
11/14/2025Two Sigma Investments LP71,749$2.82M0.0%+1,190.2%0.548%
11/14/2025Glenmede Investment Management LP8,765$345K0.0%+5.1%0.067%
11/13/2025 UBS Group AG25,226$992K0.0%+29.4%0.193%
11/13/2025 BNP Paribas Financial Markets2,536$100K0.0%+106.7%0.019%
11/13/2025Franklin Resources Inc.9,343$367K0.0%-3.4%0.071%
11/13/2025 Russell Investments Group Ltd.1,594$63K0.0%+1,206.6%0.012%
11/13/2025 Pinnacle Associates Ltd.68,654$2.70M0.0%-13.3%0.525%
11/13/2025Natixis Advisors LLC11,048$435K0.0%+3.4%0.084%
11/13/2025First Trust Advisors LP43,646$1.72M0.0%+397.9%0.334%


CASS Institutional Ownership - Frequently Asked Questions

During the previous two years, 141 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 106 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 Acumen Wealth Advisors LLC ($112.25K).

Institutional investors have bought a total of 2,090,785 shares in the last 24 months. This purchase volume represents approximately $86.71M in transactions.

Of the 57 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 775,405 shares in the last 24 months. This volume of shares sold represents approximately $32.28M in transactions.


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This page (NASDAQ:CASS) was last updated on 5/14/2026 by MarketBeat.com Staff.
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