CASH · Pathward Financial, Inc.
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
Superinvestors Holding CASH
All superinvestors →Holder Concentration
Across 284 13F filers · Δ vs Mar 31, 2026Top Holder
14.2%
−0.4 pts
Top 5
39.7%
−0.5 pts
Top 10
54.9%
−0.1 pts
HHI
451
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 |
|---|---|---|---|
| Mega Qube Research & Technologies Ltd | +242,120 | 297,329 | |
| Mega AMERICAN CENTURY COMPANIES INC | +131,514 | 1,269,975 | |
| Mega D. E. Shaw & Co., Inc. | +123,619 | 256,026 | |
| Mega STATE STREET CORP | +110,092 | 1,438,880 | |
| Large Allspring Global Investments Holdings, LLC | +106,463 | 339,293 |
Top Sellers
vs Mar 31, 2026| Institution | Sold | Now Holds | Open |
|---|---|---|---|
| Mega FMR LLC | −152,743 | 1,803,772 | |
| Mega TWO SIGMA INVESTMENTS, LP | −125,602 | 144,359 | |
| Mid Brevan Howard Capital Management LP | −88,162 | 17,705 | |
| Large Balyasny Asset Management L.P. | −82,329 | 25,464 | |
| Large Connor, Clark & Lunn Investment Management Ltd. | −69,922 | 26,633 |
Top New Positions
vs Mar 31, 2026| Institution | Acquired | Value (USD) | Open |
|---|---|---|---|
| Small Financial Insights, Inc. | 0 | $10,984,057 | |
| Mega ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 70,040 | $6,097,682 | |
| Large TUDOR INVESTMENT CORP ET AL | 48,951 | $4,261,674 | |
| Large Trexquant Investment LP | 37,412 | $3,257,088 | |
| Mega Jupiter Topco LLC | 20,055 | $1,745,988 |
Top Sold-Out Positions
vs Mar 31, 2026| Institution | Previously Held | Last Value (USD) | Open |
|---|---|---|---|
| Mega JANE STREET GROUP, LLC | 163,225 | $14,564,565 | |
| Mid BOOTHBAY FUND MANAGEMENT, LLC | 64,731 | $5,775,947 | |
| Mid CSM Advisors, LLC | 64,051 | $5,715,270 | |
| Micro PMC FIG Opportunities LLC | 26,195 | $2,337,379 | |
| Micro Sippican Capital Advisors | 20,185 | $1,801,107 |
| Holder | Value (USD) | % of 13F | Shares | Type | Filed | Open |
|---|---|---|---|---|---|---|
| Mega BlackRock, Inc. | $270,274,630 | 14.20% | 3,104,464 | Shares | 2026-08-07 | |
| Mega FMR LLC | $157,036,389 | 8.25% | 1,803,772 | Shares | 2026-08-13 | |
| Mega STATE STREET CORP | $125,268,892 | 6.58% | 1,438,880 | Shares | 2026-08-07 | |
| Mega AMERICAN CENTURY COMPANIES INC | $110,564,023 | 5.81% | 1,269,975 | Shares | 2026-08-12 | |
| Mega DIMENSIONAL FUND ADVISORS LP | $92,706,187 | 4.87% | 1,064,854 | Shares | 2026-08-11 | |
| Mid Pure Financial Advisors, LLC | $73,076,146 | 3.84% | 0 | Shares | 2026-08-17 | |
| Mega GEODE CAPITAL MANAGEMENT, LLC | $63,823,250 | 3.35% | 733,095 | Shares | 2026-08-12 | |
| Mega VANGUARD CAPITAL MANAGEMENT LLC | $63,484,064 | 3.34% | 729,199 | Shares | 2026-08-13 | |
| Large EARNEST PARTNERS LLC | $49,530,436 | 2.60% | 568,923 | Shares | 2026-08-13 | |
| Mega VANGUARD PORTFOLIO MANAGEMENT LLC | $38,567,580 | 2.03% | 443,000 | Shares | 2026-08-13 | |
| Mid NEUMEIER POMA INVESTMENT COUNSEL LLC | $30,633,802 | 1.61% | 351,870 | Shares | 2026-08-13 | |
| Large Allspring Global Investments Holdings, LLC | $29,538,846 | 1.55% | 339,293 | Shares | 2026-08-13 | |
| Mega Qube Research & Technologies Ltd | $25,885,462 | 1.36% | 297,329 | Shares | 2026-08-14 | |
| Mega JPMORGAN CHASE & CO | $24,815,579 | 1.30% | 285,040 | Shares | 2026-08-12 | |
| Mega BANK OF AMERICA CORP /DE/ Bank | $24,341,974 | 1.28% | 279,600 | Shares | 2026-08-14 | |
| Large Mawer Investment Management Ltd. | $23,650,284 | 1.24% | 271,655 | Shares | 2026-08-07 | |
| Mega CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $23,411,391 | 1.23% | 268,911 | Shares | 2026-08-14 | |
| Large NEW YORK STATE COMMON RETIREMENT FUND Pension | $22,984,971 | 1.21% | 264,013 | Shares | 2026-07-29 | |
| Mega D. E. Shaw & Co., Inc. | $22,289,623 | 1.17% | 256,026 | Shares | 2026-08-14 | |
| Mega MORGAN STANLEY | $21,409,616 | 1.12% | 245,918 | Shares | 2026-08-13 | |
| Mega NORTHERN TRUST CORP Bank | $20,608,056 | 1.08% | 236,711 | Shares | 2026-08-13 | |
| Mega GOLDMAN SACHS GROUP INC | $19,855,250 | 1.04% | 228,064 | Shares | 2026-08-14 | |
| Small Elgethun Capital Management | $18,329,612 | 0.96% | 210,540 | Shares | 2026-07-29 | |
| Mega Clearbridge Investments, LLC | $18,162,544 | 0.95% | 208,621 | Shares | 2026-08-13 | |
| Small Austin Asset Management Co Inc | $16,605,852 | 0.87% | 0 | Shares | 2026-07-31 | |
| Large PANAGORA ASSET MANAGEMENT INC | $15,755,509 | 0.83% | 180,973 | Shares | 2026-08-06 | |
| Mega MILLENNIUM MANAGEMENT LLC | $14,498,275 | 0.76% | 166,532 | Shares | 2026-08-14 | |
| Mega Bank of New York Mellon Corp Bank | $13,918,453 | 0.73% | 159,872 | Shares | 2026-08-06 | |
| Mega UBS Group AG | $13,489,684 | 0.71% | 154,947 | Shares | 2026-08-13 | |
| Mega PRINCIPAL FINANCIAL GROUP INC | $13,255,754 | 0.70% | 152,260 | Shares | 2026-08-04 | |
| Mega DEUTSCHE BANK AG\ Bank | $12,894,890 | 0.68% | 148,115 | Shares | 2026-08-07 | |
| Mid Aptus Capital Advisors, LLC | $12,636,323 | 0.66% | 145,145 | Shares | 2026-08-12 | |
| Mega TWO SIGMA INVESTMENTS, LP | $12,567,894 | 0.66% | 144,359 | Shares | 2026-08-14 | |
| Mega VANGUARD FIDUCIARY TRUST CO Bank | $12,419,457 | 0.65% | 142,654 | Shares | 2026-08-13 | |
| Large SEI INVESTMENTS CO | $12,054,501 | 0.63% | 138,462 | Shares | 2026-08-14 | |
| Mega UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $12,020,109 | 0.63% | 138,067 | Shares | 2026-08-13 | |
| Mid BRIDGEWAY CAPITAL MANAGEMENT, LLC | $11,347,400 | 0.60% | 130,340 | Shares | 2026-08-14 | |
| Mega Nuveen, LLC | $11,193,129 | 0.59% | 128,568 | Shares | 2026-08-11 | |
| Small Financial Insights, Inc. | $10,984,057 | 0.58% | 0 | Shares | 2026-08-25 | |
| Small Phocas Financial Corp. | $10,766,013 | 0.57% | 123,662 | Shares | 2026-07-31 | |
| Large Cerity Partners LLC | $10,156,853 | 0.53% | 116,665 | Shares | 2026-08-14 | |
| Mega Invesco Ltd. | $9,924,664 | 0.52% | 113,998 | Shares | 2026-08-14 | |
| Mega WELLS FARGO & COMPANY/MN | $9,054,674 | 0.48% | 104,005 | Shares | 2026-08-14 | |
| Large Empowered Funds, LLC | $8,848,255 | 0.46% | 101,634 | Shares | 2026-08-17 | |
| Large Public Sector Pension Investment Board Pension | $8,826,055 | 0.46% | 101,379 | Shares | 2026-08-13 | |
| Mega CITADEL ADVISORS LLC | $8,562,263 | 0.45% | 98,349 | Shares | 2026-09-02 | |
| Small Moody Aldrich Partners LLC | $8,093,184 | 0.43% | 92,961 | Shares | 2026-07-15 | |
| Large STATE OF WISCONSIN INVESTMENT BOARD | $7,929,947 | 0.42% | 91,086 | Shares | 2026-08-14 | |
| Mega ENVESTNET ASSET MANAGEMENT INC | $7,691,925 | 0.40% | 88,352 | Shares | 2026-08-03 | |
| Mega WELLINGTON MANAGEMENT GROUP LLP | $7,460,258 | 0.39% | 85,691 | Shares | 2026-08-14 | |
| Mega ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $6,097,682 | 0.32% | 70,040 | Shares | 2026-08-13 | |
| Mega FRANKLIN RESOURCES INC | $6,046,749 | 0.32% | 69,455 | Shares | 2026-08-13 | |
| Large FEDERATED HERMES, INC. | $5,330,770 | 0.28% | 61,231 | Shares | 2026-08-12 | |
| Small Guardian Wealth Management, Inc. | $4,988,973 | 0.26% | 57,305 | Shares | 2026-07-13 | |
| Mega RAYMOND JAMES FINANCIAL INC | $4,897,472 | 0.26% | 56,254 | Shares | 2026-08-14 | |
| Large INTECH INVESTMENT MANAGEMENT LLC | $4,854,726 | 0.26% | 55,763 | Shares | 2026-08-10 | |
| Micro Rosenthal | Henry Capital Advisors, Inc. | $4,577,266 | 0.24% | 52,576 | Shares | 2026-07-28 | |
| Mega SG Americas Securities, LLC Broker-Dealer | $4,552,106 | 0.24% | 52,287 | Shares | 2026-08-07 | |
| Mega Legal & General Group Plc | $4,509,011 | 0.24% | 51,792 | Shares | 2026-08-14 | |
| Mega RHUMBLINE ADVISERS | $4,474,361 | 0.24% | 51,394 | Shares | 2026-08-12 | |
| Large TUDOR INVESTMENT CORP ET AL | $4,261,674 | 0.22% | 48,951 | Shares | 2026-08-14 | |
| Small DENALI ADVISORS LLC | $4,211,092 | 0.22% | 48,370 | Shares | 2026-08-10 | |
| Mid XTX Topco Ltd | $3,821,063 | 0.20% | 43,890 | Shares | 2026-08-14 | |
| Mega Swiss National Bank Bank | $3,795,816 | 0.20% | 43,600 | Shares | 2026-08-11 | |
| Large VOLORIDGE INVESTMENT MANAGEMENT, LLC | $3,628,573 | 0.19% | 41,679 | Shares | 2026-08-14 | |
| Mega BNP PARIBAS ARBITRAGE, SA | $3,405,090 | 0.18% | 39,112 | Shares | 2026-08-13 | |
| Micro RMR Capital Management, LLC | $3,402,043 | 0.18% | 39,077 | Shares | 2026-07-27 | |
| Mega AMERIPRISE FINANCIAL INC | $3,304,187 | 0.17% | 37,953 | Shares | 2026-08-14 | |
| Mega FIRST TRUST ADVISORS LP | $3,289,475 | 0.17% | 37,784 | Shares | 2026-08-11 | |
| Large Trexquant Investment LP | $3,257,088 | 0.17% | 37,412 | Shares | 2026-08-14 | |
| Mid KENNEDY CAPITAL MANAGEMENT LLC | $3,223,657 | 0.17% | 37,028 | Shares | 2026-08-14 | |
| Large Universal- Beteiligungs- und Servicegesellschaft mbH | $3,144,694 | 0.17% | 36,121 | Shares | 2026-08-06 | |
| Mega CITIGROUP INC | $3,138,685 | 0.16% | 36,052 | Shares | 2026-08-03 | |
| Large Vident Advisory, LLC | $3,016,105 | 0.16% | 34,644 | Shares | 2026-08-12 | |
| Mid Numerai GP LLC | $2,946,023 | 0.15% | 33,839 | Shares | 2026-08-14 | |
| Mid Emerald Investment Advisers, LLC | $2,746,917 | 0.14% | 31,552 | Shares | 2026-08-12 | |
| Mid Engineers Gate Manager LP | $2,706,695 | 0.14% | 31,090 | Shares | 2026-08-14 | |
| Mega Russell Investments Group, Ltd. | $2,703,733 | 0.14% | 31,056 | Shares | 2026-08-06 | |
| Large Man Group plc | $2,546,504 | 0.13% | 29,250 | Shares | 2026-08-14 | |
| Mega PRICE T ROWE ASSOCIATES INC /MD/ | $2,507,937 | 0.13% | 28,807 | Shares | 2026-08-14 | |
| Mega ALLIANCEBERNSTEIN L.P. | $2,473,809 | 0.13% | 28,415 | Shares | 2026-08-14 | |
| Mid OPPENHEIMER ASSET MANAGEMENT INC. | $2,390,928 | 0.13% | 27,463 | Shares | 2026-08-03 | |
| Small Chou Associates Management Inc. | $2,384,486 | 0.13% | 27,389 | Shares | 2026-08-12 | |
| Small Paragon Capital Management Ltd | $2,356,916 | 0.12% | 0 | Shares | 2026-07-29 | |
| Large Connor, Clark & Lunn Investment Management Ltd. | $2,318,668 | 0.12% | 26,633 | Shares | 2026-08-13 | |
| Large Balyasny Asset Management L.P. | $2,216,895 | 0.12% | 25,464 | Shares | 2026-08-14 | |
| Mega CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM Pension | $2,156,911 | 0.11% | 24,775 | Shares | 2026-08-24 | |
| Large Squarepoint Ops LLC | $2,122,696 | 0.11% | 24,382 | Shares | 2026-08-14 | |
| Large NATIXIS ADVISORS, LLC | $2,095,969 | 0.11% | 24,075 | Shares | 2026-08-14 | |
| Large Schonfeld Strategic Advisors LLC | $2,043,646 | 0.11% | 23,474 | Shares | 2026-08-14 | |
| Large WCM INVESTMENT MANAGEMENT, LLC | $2,038,596 | 0.11% | 23,416 | Shares | 2026-08-13 | |
| Mid SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | $1,919,934 | 0.10% | 22,053 | Shares | 2026-08-14 | |
| Large Quantinno Capital Management LP | $1,899,823 | 0.10% | 21,822 | Shares | 2026-08-13 | |
| Large PRUDENTIAL FINANCIAL INC | $1,897,733 | 0.10% | 21,798 | Shares | 2026-08-12 | |
| Large GLENMEDE TRUST CO NA Bank | $1,883,281 | 0.10% | 21,632 | Shares | 2026-08-10 | |
| Mid EMERALD MUTUAL FUND ADVISERS TRUST Mutual Fund | $1,867,437 | 0.10% | 21,450 | Shares | 2026-08-05 | |
| Small Orchard Capital Management, LLC | $1,840,796 | 0.10% | 21,144 | Shares | 2026-08-12 | |
| Small TEALWOOD ASSET MANAGEMENT INC | $1,779,332 | 0.09% | 20,438 | Shares | 2026-07-14 | |
| Large Rafferty Asset Management, LLC | $1,758,612 | 0.09% | 20,200 | Shares | 2026-08-14 | |
| Mega Jupiter Topco LLC | $1,745,988 | 0.09% | 20,055 | Shares | 2026-08-14 |
Key facts
CIK
907471
CUSIP
59100U108
13F (30d)
214 filings
212 filers
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