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CASH · Pathward Financial, Inc.

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Market Cap
$1.70B
Shares
20.77M

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Holders: 284
Total Value: $1,903,354,281
Total Shares: 20,679,213
Showing 1–100 of 286 holdings by value · page 1 of 3

Institutional Ownership Trend

26 quarters

Holder Concentration

Across 284 13F filers · Δ vs Mar 31, 2026
Top Holder
14.2%
Sep 2023 → Jun 2026 · range 14.2% – 16.3%
−0.4 pts
Top 5
39.7%
Sep 2023 → Jun 2026 · range 39.7% – 47.2%
−0.5 pts
Top 10
54.9%
Sep 2023 → Jun 2026 · range 54.9% – 62.1%
−0.1 pts
HHI
451
Sep 2023 → Jun 2026 · range 451 – 568
Broadly held−13

Quarterly Activity

vs Mar 31, 2026
New
37
Increased
110
Decreased
94
Sold Out
31
Unchanged
43
Holder count: +6
Institutional value: -1.3%
Shares held: +0.0%

Top Buyers

vs Mar 31, 2026
Institution Added Now Holds Open

Top Sellers

vs Mar 31, 2026
Institution Sold Now Holds Open

Top New Positions

vs Mar 31, 2026
Institution Acquired Value (USD) Open

Top Sold-Out Positions

vs Mar 31, 2026
Institution Previously Held Last Value (USD) Open
Showing 100 of 286
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Holder Value (USD) % of 13F Shares Open
Key facts CIK 907471 CUSIP 59100U108 13F (30d) 214 filings 212 filers Visit website Investor relations