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Pathward Financial, Inc.
$90.87 -0.10 (-0.11%) At close · Jul 15
Market Cap
$1.96B
Shares
21,110,034

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.

The Jun 30, 2026 filing window is still open — showing the latest known positions. Funds that have not filed yet carry their prior-quarter positions; a fund that filed without this stock counts as sold out.
Holders: 276
Total Value: $1,808,600,428
Total Shares: 20,276,052
Showing 1–100 of 277 holdings by value · page 1 of 3

Institutional Ownership Trend

26 quarters

Superinvestors Holding CASH

All superinvestors →
Francis Chou $2,443,920

Holder Concentration

Across 276 13F filers
Top Holder
15.6%
Jun 2023 → Mar 2026 · range 15.2% – 17.0%
of institutional value
Top 5
42.9%
Jun 2023 → Mar 2026 · range 42.9% – 47.3%
of institutional value
Top 10
56.2%
Jun 2023 → Mar 2026 · range 56.2% – 63.4%
of institutional value
HHI
511
Jun 2023 → Mar 2026 · range 511 – 587
Broadly held
Showing 100 of 277
All Common Calls Puts
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Holder Value (USD) % of 13F Shares Open
Mega BlackRock, Inc. $281,936,368 15.59% 3,159,659
Mega FMR LLC $174,579,832 9.65% 1,956,515
Mega STATE STREET CORP $118,567,753 6.56% 1,328,788
Mega AMERICAN CENTURY COMPANIES INC $101,584,875 5.62% 1,138,461
Mega DIMENSIONAL FUND ADVISORS LP $97,558,547 5.39% 1,093,338
Mega VANGUARD CAPITAL MANAGEMENT LLC $66,937,133 3.70% 750,164
Mega GEODE CAPITAL MANAGEMENT, LLC $62,438,245 3.45% 699,745
Large EARNEST PARTNERS LLC $51,174,475 2.83% 573,512
Mid NEUMEIER POMA INVESTMENT COUNSEL LLC $31,783,726 1.76% 356,200
Mega BANK OF AMERICA CORP /DE/ Bank $26,992,340 1.49% 302,503
Mega JPMORGAN CHASE & CO $24,534,677 1.36% 274,960
Mega TWO SIGMA INVESTMENTS, LP $24,088,620 1.33% 269,961
Large Mawer Investment Management Ltd. $23,962,091 1.32% 268,543
Mega CHARLES SCHWAB INVESTMENT MANAGEMENT INC $23,863,403 1.32% 267,437
Large NEW YORK STATE COMMON RETIREMENT FUND Pension $23,548,956 1.30% 263,913
Mega NORTHERN TRUST CORP Bank $22,944,154 1.27% 257,135
Mega MORGAN STANLEY $21,232,630 1.17% 237,954
Large Allspring Global Investments Holdings, LLC $20,775,420 1.15% 232,830
Mega Clearbridge Investments, LLC $18,668,611 1.03% 209,219
Small Elgethun Capital Management $18,181,772 1.01% 203,763
Mega GOLDMAN SACHS GROUP INC $17,822,353 0.99% 199,735
Mega Nuveen, LLC $16,676,105 0.92% 186,889
Large PANAGORA ASSET MANAGEMENT INC $15,595,262 0.86% 174,776
Mega JANE STREET GROUP, LLC $14,564,565 0.81% 163,225
Mega Bank of New York Mellon Corp Bank $14,203,003 0.79% 159,173
Mega UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC $13,856,255 0.77% 155,287
Mega PRINCIPAL FINANCIAL GROUP INC $13,553,323 0.75% 151,892
Mega WELLINGTON MANAGEMENT GROUP LLP $13,179,003 0.73% 147,697
Mega VANGUARD FIDUCIARY TRUST CO Bank $13,086,204 0.72% 146,657
Mid Aptus Capital Advisors, LLC $12,873,479 0.71% 144,273
Mega DEUTSCHE BANK AG\ Bank $12,810,303 0.71% 143,565
Mega Invesco Ltd. $12,395,382 0.69% 138,915
Mega D. E. Shaw & Co., Inc. $11,814,676 0.65% 132,407
Large SEI INVESTMENTS CO $11,722,234 0.65% 131,371
Small Phocas Financial Corp. $11,611,053 0.64% 130,125
Mega UBS Group AG $10,532,351 0.58% 118,036
Mid BRIDGEWAY CAPITAL MANAGEMENT, LLC $9,642,193 0.53% 108,060
Large Balyasny Asset Management L.P. $9,618,369 0.53% 107,793
Mid Brevan Howard Capital Management LP $9,446,512 0.52% 105,867
Large Cerity Partners LLC $9,414,656 0.52% 105,510
Large Public Sector Pension Investment Board Pension $8,942,273 0.49% 100,216
Large Empowered Funds, LLC $8,671,014 0.48% 97,176
Large Connor, Clark & Lunn Investment Management Ltd. $8,615,602 0.48% 96,555
Mega WELLS FARGO & COMPANY/MN $8,317,304 0.46% 93,212
Small Moody Aldrich Partners LLC $8,093,184 0.45% 92,961
Mega MILLENNIUM MANAGEMENT LLC $7,941,380 0.44% 88,999
Large STATE OF WISCONSIN INVESTMENT BOARD $7,834,394 0.43% 87,800
Mega FIRST TRUST ADVISORS LP $7,621,223 0.42% 85,411
Mega ENVESTNET ASSET MANAGEMENT INC $6,726,782 0.37% 75,387
Mega FRANKLIN RESOURCES INC $6,157,938 0.34% 69,012
Large VOLORIDGE INVESTMENT MANAGEMENT, LLC $6,016,065 0.33% 67,422
Mid BOOTHBAY FUND MANAGEMENT, LLC $5,775,947 0.32% 64,731
Mid CSM Advisors, LLC $5,715,270 0.32% 64,051
Large WCM INVESTMENT MANAGEMENT, LLC $5,573,573 0.31% 62,463
Mega RHUMBLINE ADVISERS $5,387,975 0.30% 60,383
Mid INTECH INVESTMENT MANAGEMENT LLC $5,236,016 0.29% 58,680
Mid KENNEDY CAPITAL MANAGEMENT LLC $5,212,013 0.29% 58,411
Small Guardian Wealth Management, Inc. $4,988,973 0.28% 57,305
Mega Legal & General Group Plc $4,975,196 0.28% 55,757
Large Qube Research & Technologies Ltd $4,926,299 0.27% 55,209
Large FEDERATED HERMES, INC. $4,843,493 0.27% 54,281
Large Curated Wealth Partners LLC $4,788,300 0.26% 55,000
Micro Rosenthal | Henry Capital Advisors, Inc. $4,691,356 0.26% 52,576
Large Universal- Beteiligungs- und Servicegesellschaft mbH $4,590,972 0.25% 51,451
Small DENALI ADVISORS LLC $4,316,055 0.24% 48,370
Large RENAISSANCE TECHNOLOGIES LLC $4,109,755 0.23% 46,058
Mega CITADEL ADVISORS LLC $3,925,584 0.22% 43,994
Mega Swiss National Bank Bank $3,917,197 0.22% 43,900
Mega AMERIPRISE FINANCIAL INC $3,631,124 0.20% 40,694
Micro RMR Capital Management, LLC $3,486,840 0.19% 39,077
Mega BNP PARIBAS ARBITRAGE, SA $3,358,527 0.19% 37,639
Mid Quantbot Technologies LP $2,951,906 0.16% 33,082
Mega RAYMOND JAMES FINANCIAL INC $2,885,341 0.16% 32,336
Large Vident Advisory, LLC $2,826,181 0.16% 31,673
Mid Emerald Investment Advisers, LLC $2,705,096 0.15% 30,316
Mid XTX Topco Ltd $2,702,419 0.15% 30,286
Mega CITIGROUP INC $2,626,217 0.15% 29,432
Large CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM Pension $2,552,334 0.14% 28,604
Mega ALLIANCEBERNSTEIN L.P. $2,534,756 0.14% 28,407
Large Russell Investments Group, Ltd. $2,515,391 0.14% 28,190
Mega SUSQUEHANNA INTERNATIONAL GROUP, LLP $2,482,289 0.14% 27,819
Mid OPPENHEIMER ASSET MANAGEMENT INC. $2,455,788 0.14% 27,522
Small Chou Associates Management Inc. $2,443,920 0.14% 27,389
Micro PMC FIG Opportunities LLC $2,337,379 0.13% 26,195
Large Rafferty Asset Management, LLC $2,226,823 0.12% 24,956
Mega PRICE T ROWE ASSOCIATES INC /MD/ $2,220,488 0.12% 24,885
Mega ROYAL BANK OF CANADA Bank $2,172,568 0.12% 24,348
Large PRUDENTIAL FINANCIAL INC $1,978,942 0.11% 22,178
Mid Jump Financial, LLC $1,970,198 0.11% 22,080
Large HRT FINANCIAL LP $1,960,740 0.11% 21,974
Mid EMERALD MUTUAL FUND ADVISERS TRUST Mutual Fund $1,913,983 0.11% 21,450
Large LOS ANGELES CAPITAL MANAGEMENT LLC $1,870,439 0.10% 20,962
Micro Orchard Capital Management, LLC $1,864,996 0.10% 20,901
Large Squarepoint Ops LLC $1,829,215 0.10% 20,500
Small Sippican Capital Advisors $1,801,107 0.10% 20,185
Mega JANUS HENDERSON GROUP PLC $1,789,507 0.10% 20,055
Small TEALWOOD ASSET MANAGEMENT INC $1,779,332 0.10% 20,438
Small Pacific Ridge Capital Partners, LLC $1,761,400 0.10% 19,740
Large NATIXIS ADVISORS, LLC $1,701,169 0.09% 19,065
Large CANADA LIFE ASSURANCE Co Insurance $1,612,296 0.09% 18,069
Key facts CIK 907471 CUSIP 59100U108 13F (30d) 20 filings 20 filers Visit website Investor relations

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