IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Cass Information Systems Inc (CASS)

CUSIP: 14808P109 | NYSE | Industrials · Specialty Business Services | Small Cap | 486 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile

Institutional Holders — Q3 2026

Dimensional Fund Advisors LP338,281
0.0% of portfolio›$18.0M
Tributary Capital Management, LLC231,794
1.1% of portfolio›$12.3M
ProShare Advisors LLC134,791
0.0% of portfolio›$7.2M
Acumen Wealth Advisors, LLC104,969
1.0% of portfolio›$5.6M
Ballast Asset Management, LP74,995
1.7% of portfolio›$4.0M
Axxion S.A.73,624
0.3% of portfolio›$3.9M
Bank of New York Mellon Corp68,150
0.0% of portfolio›$3.6M
Pinnacle Associates LTD66,341
0.0% of portfolio›$3.5M
Inspire Investing, LLC56,801
0.1% of portfolio›$3.0M
Deprince Race & Zollo Inc43,224
0.0% of portfolio›$2.3M
Commonwealth Equity Services, LLC29,056
0.0% of portfolio›$1.5M
Creative Planning28,869
0.0% of portfolio›$1.5M
LVZ, Inc.22,827
0.1% of portfolio›$1.2M
CWA Asset Management Group, LLC19,068
0.0% of portfolio›$1.0M
Strs Ohio18,100
0.0% of portfolio›$963.8K
Verdence Capital Advisors LLC13,405
0.0% of portfolio›$713.8K
Clark Financial Services Group Inc11,000
0.3% of portfolio›$585.8K
GHP Investment Advisors, Inc.9,726
0.0% of portfolio›$517.9K
Citigroup Inc6,203
0.0% of portfolio›$330.3K
Wealth Enhancement Advisory Services, LLC5,908
0.0% of portfolio›$318.7K
Pinnacle Wealth Management Advisory Group, LLC5,746
0.0% of portfolio›$306.0K
US Bancorp \de\5,398
0.0% of portfolio›$287.4K
HUB Investment Partners, LLC5,148
0.0% of portfolio›$274.1K
Park Capital Management, LLC / WI5,073
0.1% of portfolio›$270.1K
Parkside Financial Bank & Trust5,023
0.0% of portfolio›$267.5K
Fifth Third Wealth Advisors LLC3,985
0.0% of portfolio›$212.2K
Trust Point Inc.3,840
0.0% of portfolio›$204.5K
Dumont & Blake Investment Advisors LLC3,756
0.1% of portfolio›$200.0K
Pavaki Capital Management LLC3,000
0.1% of portfolio›$159.8K
Jacobi Capital Management LLC2,671
0.0% of portfolio›$142.2K
Kingdom Financial Group Llc.2,572
0.0% of portfolio›$137.0K
State of Alaska, Department of Revenue2,457
0.0% of portfolio›$130.0K
Fifth Third Bancorp1,964
0.0% of portfolio›$104.6K
Copeland Capital Management, LLC1,656
0.0% of portfolio›$88.2K
Global X Japan Co., Ltd.1,501
0.0% of portfolio›$79.9K
Parallel Advisors, LLC941
0.0% of portfolio›$50.1K
Covestor Ltd790
0.1% of portfolio›$42.0K
Heritage Family Offices, LLP628
0.0% of portfolio›$33.4K
IFP Advisors, Inc615
0.0% of portfolio›$32.7K
Gamma Investing LLC548
0.0% of portfolio›$29.2K
Farther Finance Advisors, LLC542
0.0% of portfolio›$28.9K
Sterling Capital Management LLC369
0.0% of portfolio›$19.6K
Wilkerson Advisory Group LLC347
0.0% of portfolio›$18.5K
Triumph Capital Management338
0.0% of portfolio›$18.0K
Private Trust Co NA273
0.0% of portfolio›$14.5K
Nisa Investment Advisors, LLC264
0.0% of portfolio›$14.1K
EverSource Wealth Advisors, LLC237
0.0% of portfolio›$12.6K
Pinnacle Wealth Planning Services, Inc.127
0.0% of portfolio›$6.8K
James T. Borello RIA94
0.0% of portfolio›$5.0K
Harbor Capital Advisors, Inc.78
0.0% of portfolio›$4
Essential Partners LLC74
0.0% of portfolio›$3.9K
SJS Investment Consulting Inc.68
0.0% of portfolio›$3.6K
GK Wealth Management LLC64
0.0% of portfolio›$3.4K
Signaturefd, LLC46
0.0% of portfolio›$2.5K
Versant Capital Management, Inc37
0.0% of portfolio›$2.0K
Root Financial Partners, LLC28
0.0% of portfolio›$1.5K
True Wealth Design, LLC23
0.0% of portfolio›$1.2K
Clark Wealth Partners23
0.0% of portfolio›$1.2K
Mather Group, Llc.21
0.0% of portfolio›$1.1K
Larson Financial Group LLC13
0.0% of portfolio›$692
Provenance Wealth Advisors, LLC6
0.0% of portfolio›$320
Fortitude Family Office, LLC4
0.0% of portfolio›$213
SBI Securities Co., Ltd.2
0.0% of portfolio›$107
StyleTurnoverLocationFiled
Dimensional Fund Advisors LP
338,281$18.0M0.0%IndexLowAustin, TX2026-11-04
Tributary Capital Management, LLC
231,794$12.3M1.1%ValueMediumOmaha, NE2026-10-28
ProShare Advisors LLC
134,791$7.2M0.0%GrowthLowBethesda, MD2026-10-29
Acumen Wealth Advisors, LLC
104,969$5.6M1.0%GrowthHighChattanooga, TN2026-11-05
Ballast Asset Management, LP
74,995$4.0M1.7%Deep ValueLowDallas, TX2026-11-04
Axxion S.A.
73,624$3.9M0.3%CoreN/AGrevenmacher, Netherlands2026-10-22
Bank of New York Mellon Corp
68,150$3.6M0.0%CoreLowNew York, NY2026-11-05
Pinnacle Associates LTD
66,341$3.5M0.0%CoreLowNew York, NY2026-10-20
Inspire Investing, LLC
56,801$3.0M0.1%GARPHighMeridian, ID2026-10-22
Deprince Race & Zollo Inc
43,224$2.3M0.0%Deep ValueHighWinter Park, FL2026-10-13
Commonwealth Equity Services, LLC
29,056$1.5M0.0%ETFLowWaltham, MA2026-11-02
Creative Planning
28,869$1.5M0.0%IndexVery LowOverland Park, KS2026-11-02
LVZ, Inc.
22,827$1.2M0.1%ETFLowHolland, MI2026-10-20
CWA Asset Management Group, LLC
19,068$1.0M0.0%CoreMediumNaples, FL2026-10-19
Strs Ohio
18,100$963.8K0.0%CoreMediumColumbus, OH2026-10-30
Verdence Capital Advisors LLC
13,405$713.8K0.0%CoreMediumHunt Valley, MD2026-10-26
Clark Financial Services Group Inc
11,000$585.8K0.3%ETFLowChesterfield, MO2026-10-19
GHP Investment Advisors, Inc.
9,726$517.9K0.0%CoreVery LowDenver, CO2026-10-15
Citigroup Inc
6,203$330.3K0.0%CoreMediumNew York, NY2026-11-04
Wealth Enhancement Advisory Services, LLC
5,908$318.7K0.0%CoreLowPlymouth, MN2026-10-13
Pinnacle Wealth Management Advisory Group, LLC
5,746$306.0K0.0%GrowthLowRed Bank, NJ2026-10-23
US Bancorp \de\
5,398$287.4K0.0%IndexLowMinneapolis, MN2026-11-05
HUB Investment Partners, LLC
5,148$274.1K0.0%GrowthLowAustin, TX2026-11-03
Park Capital Management, LLC / WI
5,073$270.1K0.1%GrowthHighMadison, WI2026-10-13
Parkside Financial Bank & Trust
5,023$267.5K0.0%CoreVery LowSaint Louis, MO2026-10-27
Fifth Third Wealth Advisors LLC
3,985$212.2K0.0%IndexVery LowCincinnati, OH2026-10-22
Trust Point Inc.
3,840$204.5K0.0%CoreMediumLa Crosse, WI2026-10-27
Dumont & Blake Investment Advisors LLC
3,756$200.0K0.1%CoreVery LowPrinceton, NJ2026-10-28
Pavaki Capital Management LLC
3,000$159.8K0.1%GARPMediumPueblo, CO2026-10-26
Jacobi Capital Management LLC
2,671$142.2K0.0%CoreLowPittston, PA2026-11-05
Kingdom Financial Group Llc.
2,572$137.0K0.0%ETFMediumPeoria, AZ2026-11-04
State of Alaska, Department of Revenue
2,457$130.0K0.0%CoreVery LowJuneau, AK2026-10-15
Fifth Third Bancorp
1,964$104.6K0.0%IndexVery LowCincinnati, OH2026-11-05
Copeland Capital Management, LLC
1,656$88.2K0.0%ValueMediumConshohocken, PA2026-10-13
Global X Japan Co., Ltd.
1,501$79.9K0.0%Agg GrowthMediumChiyoda-Ku, Tokyo, Mexico2026-10-21
Parallel Advisors, LLC
941$50.1K0.0%IndexLowSan Francisco, CA2026-11-03
Covestor Ltd
790$42.0K0.1%ValueHighLondon, United Kingdom2026-10-30
Heritage Family Offices, LLP
628$33.4K0.0%GrowthHighScottsdale, AZ2026-11-02
IFP Advisors, Inc
615$32.7K0.0%GrowthLowTampa, FL2026-10-16
Gamma Investing LLC
548$29.2K0.0%IndexVery LowFoster City, CA2026-10-08
Farther Finance Advisors, LLC
542$28.9K0.0%IndexLowSan Francisco, CA2026-10-08
Sterling Capital Management LLC
369$19.6K0.0%GARPMediumCharlotte, NC2026-10-22
Wilkerson Advisory Group LLC
347$18.5K0.0%ETFMediumColumbia, MO2026-10-20
Triumph Capital Management
338$18.0K0.0%ETFMediumDenver, CO2026-10-14
Private Trust Co NA
273$14.5K0.0%CoreLowCleveland, OH2026-10-20
Nisa Investment Advisors, LLC
264$14.1K0.0%IndexVery LowSt. Louis, MO2026-10-20
EverSource Wealth Advisors, LLC
237$12.6K0.0%CoreMediumBirmingham, AL2026-11-04
Pinnacle Wealth Planning Services, Inc.
127$6.8K0.0%GARPLowMansfield, OH2026-10-27
James T. Borello RIA
94$5.0K0.0%ETFVery LowEast Dundee, IL2026-10-16
Harbor Capital Advisors, Inc.
78$40.0%ValueHighChicago, IL2026-10-22
Essential Partners LLC
74$3.9K0.0%ValueMediumRancho Santa Fe, CA2026-10-14
SJS Investment Consulting Inc.
68$3.6K0.0%ETFVery LowSylvania, OH2026-10-26
GK Wealth Management LLC
64$3.4K0.0%GARPVery HighReno, NV2026-10-09
Signaturefd, LLC
46$2.5K0.0%IndexLowAtlanta, GA2026-10-23
Versant Capital Management, Inc
37$2.0K0.0%GARPLowPhoenix, AZ2026-10-02
Root Financial Partners, LLC
28$1.5K0.0%ETFMediumEncinitas, CA2026-10-21
True Wealth Design, LLC
23$1.2K0.0%ETFMediumAkron, OH2026-10-13
Clark Wealth Partners
23$1.2K0.0%ETFVery LowO'Fallon, IL2026-10-19
Mather Group, Llc.
21$1.1K0.0%ETFMediumChicago, IL2026-10-14
Larson Financial Group LLC
13$6920.0%GrowthLowSt Louis, MO2026-11-05
Provenance Wealth Advisors, LLC
6$3200.0%ETFLowFort Lauderdale, FL2026-10-30
Fortitude Family Office, LLC
4$2130.0%ETFMediumScottsdale, AZ2026-10-14
SBI Securities Co., Ltd.
2$1070.0%Agg GrowthLowTokyo, Mexico2026-10-22