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Cadence Bank (CADE) Institutional Ownership

Cadence Bank logo

Institutional Ownership Changes (13F Filings) for Cadence Bank (NYSE:CADE)

Current
Institutional Ownership
Percentage
84.61%
Number of
Institutional Buyers
(last 12 months)
259
Total
Institutional Inflows
(last 12 months)
$2.20B
Number of
Institutional Sellers
(last 12 months)
152
Total
Institutional Outflows
(last 12 months)
$1.43B
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CADE Institutional Buying and Selling by Quarter

Cadence Bank Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
3/17/2026 Rockefeller Capital Management L.P.10,795$462K0.0%+3.4%0.006%
3/9/2026 Corient Private Wealth LLC25,418$1.09M0.0%-2.9%0.014%
3/6/2026 Hsbc Holdings PLC220,628$9.46M0.0%+90.6%0.121%
2/24/2026 Pacer Advisors Inc.22,280$954K0.0%-33.7%0.012%
2/23/2026 Virtu Financial LLC7,648$328K0.0%N/A0.004%
2/19/2026 T. Rowe Price Investment Management Inc.638,531$27.36M0.0%-87.4%0.350%
2/19/2026 TMB Capital Partners LLC5,710$245K0.1%N/A0.003%
2/19/2026 Invesco Ltd.554,385$23.75M0.0%-9.5%0.304%
2/19/2026 Corient Private Wealth LLC25,418$1.09M0.0%-2.9%0.014%
2/19/2026 Alberta Investment Management Corp58,120$2.49M0.0%N/A0.032%
2/18/2026 Mercer Global Advisors Inc. ADV14,544$623K0.0%+23.2%0.008%
2/18/2026 Beacon Pointe Advisors LLC16,010$686K0.0%-2.0%0.009%
2/18/2026 State of Tennessee Department of Treasury71,625$3.02M0.0%-4.1%0.039%
2/18/2026 Mackenzie Financial Corp11,703$504K0.0%-95.3%0.006%
2/18/2026 Fuller & Thaler Asset Management Inc.2,664,785$114.16M0.4%-26.3%1.462%
2/18/2026 NewEdge Advisors LLC8,710$373K0.0%+3,384.0%0.005%
2/18/2026 XTX Topco Ltd61,042$2.62M0.1%+207.8%0.033%
2/18/2026 Water Island Capital LLC297,603$12.75M1.4%N/A0.163%
2/18/2026 Wellington Management Group LLP6,173,767$264.48M0.1%-54.2%3.388%
2/18/2026 SummitTX Capital L.P.139,317$5.97M0.2%N/A0.076%
2/18/2026 Toronto Dominion Bank1,688,900$72.35M0.1%N/A0.927%
2/18/2026 Tudor Investment Corp ET AL214,835$9.20M0.0%N/A0.118%
2/18/2026 Silvercrest Asset Management Group LLC1,944,531$83.30M0.6%-51.1%1.067%
2/18/2026 Oxford Asset Management LLP16,774$719K0.3%N/A0.009%
2/18/2026 Millennium Management LLC1,472,333$63.08M0.0%+136.3%0.808%
2/18/2026 Interval Partners LP430,330$18.44M0.3%+416.8%0.236%
2/18/2026 Engineers Gate Manager LP17,516$750K0.0%N/A0.010%
2/18/2026 Balyasny Asset Management L.P.3,675,033$157.44M0.2%+1,481.7%2.017%
2/18/2026 Bridgeway Capital Management LLC50,833$2.18M0.0%-51.6%0.028%
2/17/2026 Freestone Grove Partners LP311,017$13.32M0.1%-18.0%0.171%
2/17/2026 Guggenheim Capital LLC5,783$248K0.0%-14.6%0.003%
2/17/2026 AQR Arbitrage LLC2,179,665$93.38M2.0%N/A1.196%
2/17/2026 Schonfeld Strategic Advisors LLC55,675$2.39M0.0%+313.0%0.031%
2/17/2026 Polar Asset Management Partners Inc.983,756$42.14M0.5%+10,672.6%0.540%
2/17/2026 AQR Capital Management LLC483,757$20.72M0.0%-50.5%0.265%
2/17/2026 Abel Hall LLC13,298$570K0.1%+75.5%0.007%
2/17/2026 Cetera Investment Advisers13,394$574K0.0%+2.3%0.007%
2/17/2026 Pentwater Capital Management LP6,230,000$266.89M1.4%N/A3.419%
2/17/2026 Sagefield Capital LP578,203$24.77M2.1%N/A0.317%
2/17/2026 PenderFund Capital Management Ltd.7,975$342K0.1%N/A0.004%
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2/17/2026 Amundi10,031$430K0.0%N/A0.006%
2/17/2026 Price T Rowe Associates Inc. MD173,189$7.42M0.0%+3.3%0.095%
2/17/2026 T. Rowe Price Investment Management Inc.575,152$24.64M0.0%-88.7%0.316%
2/17/2026 Weiss Asset Management LP135,082$5.79M0.1%N/A0.074%
2/17/2026 California State Teachers Retirement System173,710$7.44M0.0%+0.7%0.095%
2/17/2026 Russell Investments Group Ltd.141,878$6.08M0.0%-32.1%0.078%
2/17/2026 State of Wisconsin Investment Board10,098$433K0.0%-97.5%0.006%
2/17/2026 Captrust Financial Advisors15,928$682K0.0%-16.4%0.009%
2/17/2026 Royal Bank of Canada111,809$4.79M0.0%-2.1%0.061%
2/17/2026 Magnetar Financial LLC68,305$2.93M0.0%N/A0.037%
2/17/2026 Alberta Investment Management Corp58,120$2.49M0.0%N/A0.032%
2/17/2026 Maltese Capital Management LLC49,750$2.13M0.4%+65.8%0.027%
2/16/2026 Squarepoint Ops LLC75,113$3.22M0.0%N/A0.041%
2/16/2026 Slotnik Capital LLC150,000$6.43M1.5%N/A0.082%
2/16/2026 Vanguard Personalized Indexing Management LLC25,135$1.08M0.0%+5.5%0.014%
2/16/2026 Verition Fund Management LLC190,079$8.14M0.0%-6.3%0.104%
2/16/2026 MML Investors Services LLC8,574$367K0.0%+4.2%0.005%
2/16/2026 Mariner LLC7,463$320K0.0%N/A0.004%
2/16/2026 NFJ Investment Group LLC634,326$27.18M1.0%+0.4%0.348%
2/16/2026 Healthcare of Ontario Pension Plan Trust Fund813,391$34.85M0.1%+2,292.3%0.446%
2/16/2026 Kennedy Capital Management LLC391,355$16.77M0.4%+66.3%0.215%
2/16/2026 Barclays PLC471,326$20.19M0.0%+3.5%0.259%
2/16/2026 Aigen Investment Management LP9,067$388K0.1%N/A0.005%
2/13/2026 Kestra Advisory Services LLC7,356$315K0.0%-5.0%0.004%
2/13/2026 FORA Capital LLC20,750$889K0.1%N/A0.011%
2/13/2026 Westchester Capital Management LLC328,564$14.08M0.6%N/A0.180%
2/13/2026 Parkside Financial Bank & Trust2,250$96K0.0%+28.7%0.001%
2/13/2026 Marshall Wace LLP124,991$5.36M0.0%N/A0.069%
2/13/2026 The Manufacturers Life Insurance Company 441,493$18.91M0.0%-4.3%0.242%
2/13/2026 Johnson Investment Counsel Inc.6,688$287K0.0%-8.6%0.004%
2/13/2026 Soros Fund Management LLC597,348$25.59M0.3%N/A0.328%
2/13/2026 Segall Bryant & Hamill LLC1,012,339$43.37M0.6%-25.0%0.556%
2/13/2026 Bridgewater Associates LP436,720$18.71M0.1%+1.6%0.240%
2/13/2026 UMB Bank n.a.1,831$78K0.0%+24.8%0.001%
2/13/2026 Stifel Financial Corp26,625$1.14M0.0%+11.6%0.015%
2/13/2026 Quarry LP73,115$3.13M0.6%N/A0.040%
2/13/2026 Neuberger Berman Group LLC927,202$39.72M0.0%+4,717.9%0.509%
2/13/2026 Smartleaf Asset Management LLC1,207$52K0.0%+69.0%0.001%
2/13/2026 Glazer Capital LLC1,959,734$83.96M2.2%N/A1.075%
2/13/2026 First Trust Capital Management L.P.2,112,573$90.50M5.4%N/A1.159%
2/13/2026 Morgan Stanley1,582,463$67.79M0.0%+27.4%0.868%
2/13/2026 Public Sector Pension Investment Board100,000$4.28M0.0%N/A0.055%
2/13/2026 Rafferty Asset Management LLC195,091$8.36M0.0%-32.5%0.107%
2/13/2026 First Trust Advisors LP2,171,915$93.05M0.1%-17.2%1.192%
2/13/2026 Charles Schwab Investment Management Inc.2,125,473$91.06M0.0%-1.9%1.166%
2/13/2026Carmignac Gestion70,869$3.04M0.0%N/A0.039%
2/13/2026 Police & Firemen s Retirement System of New Jersey50,433$2.16M0.0%+2.0%0.028%
2/13/2026 State Street Corp8,839,696$381.22M0.0%-5.8%4.851%
2/13/2026 Boston Partners845,976$36.29M0.0%+21.4%0.464%
2/13/2026 UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC382,691$16.39M0.0%-6.4%0.210%
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2/13/2026 Wells Fargo & Company MN216,754$9.29M0.0%+44.1%0.119%
2/12/2026 CI Investments Inc.8,199$351K0.0%+359.1%0.004%
2/12/2026 Fiduciary Group LLC20,735$888K0.1%+13.0%0.011%
2/12/2026 Jane Street Group LLC22,679$972K0.0%-44.9%0.012%
2/12/2026 DRW Securities LLC22,507$964K0.0%-61.3%0.012%
2/12/2026 Orion Porfolio Solutions LLC12,076$517K0.0%-12.8%0.007%
2/12/2026 MetLife Investment Management LLC190,755$8.17M0.0%-5.2%0.105%
2/12/2026Cibc World Markets Corp12,360$530K0.0%N/A0.007%
2/12/2026 Commonwealth Equity Services LLC12,577$539K0.0%+110.5%0.007%
2/12/2026 Dimensional Fund Advisors LP9,847,224$421.86M0.1%+0.1%5.404%


CADE Institutional Ownership - Frequently Asked Questions

During the previous two years, 421 institutional investors and hedge funds held shares of Cadence Bank. The most heavily invested institutionals were Vanguard Group Inc. ($857.94M), FMR LLC ($523.07M), Dimensional Fund Advisors LP ($421.86M), State Street Corp ($381.22M), Pentwater Capital Management LP ($266.89M), North Reef Capital Management LP ($264.85M), and Wellington Management Group LLP ($264.48M).Learn more on Cadence Bank's institutional investors.

84.61% of Cadence Bank's stock is owned by institutional investors. Learn more on CADE's institutional investor holdings.

Of the 362 institutional investors that purchased Cadence Bank's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: North Reef Capital Management LP ($7.06M), Norges Bank ($6.63M), Pentwater Capital Management LP ($6.23M), Balyasny Asset Management L.P. ($3.44M), Channing Capital Management LLC ($2.37M), Millennium Management LLC ($2.33M), and AQR Arbitrage LLC ($2.18M).

Institutional investors have bought a total of 55,664,776 shares in the last 24 months. This purchase volume represents approximately $2.20B in transactions.

Of the 152 institutional investors that sold Cadence Bank's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: T. Rowe Price Investment Management Inc. ($8.93M), Wellington Management Group LLP ($7.92M), Vaughan Nelson Investment Management L.P. ($2.13M), Silvercrest Asset Management Group LLC ($2.03M), Fuller & Thaler Asset Management Inc. ($1.90M), State Street Corp ($1.02M), and Fisher Asset Management LLC ($908.17K).

Institutional investors have sold a total of 34,166,084 shares in the last 24 months. This volume of shares sold represents approximately $1.43B in transactions.



This page (NYSE:CADE) was last updated on 5/25/2026 by MarketBeat.com Staff.
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