IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Pathward Financial Inc (CASH)

CUSIP: 59100U108 | NYSE | Financial Services · Banks - Regional | Mid Cap | 804 institutional holders

Quarters

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

Beneficial Ownership — 13D / 13G

Full history →

5%+ stakes reported outside the quarterly cycle. A 13D is due within five business days of the event below, so these figures lead the holders table until the filer's next 13F catches up to them.

HolderShares% of ClassChangeEvent Datevs 13F
13GVanguard Capital Management LLC1,087,5695.2%New 5%+ stakeSep 30, 202692d ahead of 13F (729,199 sh) · +358,370
13GVanguard Capital Management LLC1,087,569
5.2% of class · Sep 30, 2026New 5%+ stake
92d ahead of 13F (729,199 sh) · +358,370

Institutional Holders — Q3 2026

Dimensional Fund Advisors LP1,117,093
0.0% of portfolio›$79.5M
Allspring Global Investments Holdings, LLC506,415
0.1% of portfolio›$37.3M
Bank of New York Mellon Corp156,087
0.0% of portfolio›$11.1M
Principal Financial Group Inc100,275
0.0% of portfolio›$7.1M
Moody Aldrich Partners LLC96,864
1.3% of portfolio›$6.9M
Guardian Wealth Management, Inc.58,954
2.1% of portfolio›$4.2M
Rosenthal | Henry Capital Advisors, Inc.52,576
3.4% of portfolio›$3.7M
RMR Capital Management, LLC39,077
1.9% of portfolio›$2.8M
Citigroup Inc29,164
0.0% of portfolio›$2.1M
Y-Intercept (Hong Kong) Ltd28,019
0.0% of portfolio›$2.0M
Oppenheimer Asset Management Inc.27,229
0.0% of portfolio›$1.9M
Sippican Capital Advisors20,134
1.0% of portfolio›$1.4M
Tealwood Asset Management Inc19,958
0.0% of portfolio›$1.4K
Virginia Retirement Systems ET Al16,849
0.0% of portfolio›$1.2M
Wedge Capital Management L L P15,676
0.0% of portfolio›$1.1M
Bokf, NA13,271
0.0% of portfolio›$944.1K
Thrivent Financial for Lutherans13,212
0.0% of portfolio›$940
Illinois Municipal Retirement Fund11,197
0.0% of portfolio›$796.6K
Fifth Third Bancorp10,787
0.0% of portfolio›$767.4K
SummerHaven Investment Management, LLC10,135
0.4% of portfolio›$721.0K
New York State Teachers Retirement System9,096
0.0% of portfolio›$647
Louisiana State Employees Retirement System8,800
0.0% of portfolio›$626.0K
State of Alaska, Department of Revenue8,637
0.0% of portfolio›$613
Truist Financial Corp8,539
0.0% of portfolio›$607.5K
Sheets Smith Wealth Management8,180
0.1% of portfolio›$582.0K
Atria Investments, Inc7,380
0.0% of portfolio›$525.0K
Wealth Enhancement Advisory Services, LLC7,090
0.0% of portfolio›$511.1K
Concurrent Investment Advisors, LLC6,972
0.0% of portfolio›$496.0K
Arizona State Retirement System5,944
0.0% of portfolio›$422.9K
Amalgamated Bank5,407
0.0% of portfolio›$385
Cambridge Investment Research Advisors, Inc.5,398
0.0% of portfolio›$384
Yousif Capital Management, LLC5,237
0.0% of portfolio›$372.6K
OP Asset Management Ltd5,191
0.0% of portfolio›$369.3K
Park Avenue Securities LLC4,927
0.0% of portfolio›$351
Commonwealth of Pennsylvania Public School Empls Retrmt SYS4,894
0.0% of portfolio›$348.2K
Oregon Public Employees Retirement Fund4,657
0.0% of portfolio›$331.3K
US Bancorp \de\4,487
0.0% of portfolio›$319.2K
Abel Hall, LLC4,215
0.1% of portfolio›$299.9K
Venture Visionary Partners LLC4,000
0.0% of portfolio›$284.6K
Kestra Advisory Services, LLC3,914
0.0% of portfolio›$278.5K
Pictet Asset Management Holding SA3,528
0.0% of portfolio›$251.0K
Verus Capital Partners, LLC3,432
0.0% of portfolio›$244.2K
Axxion S.A.3,332
0.0% of portfolio›$237.0K
Clear Harbor Asset Management, LLC2,915
0.0% of portfolio›$207.4K
ProShare Advisors LLC2,911
0.0% of portfolio›$207.1K
Nisa Investment Advisors, LLC2,302
0.0% of portfolio›$163.9K
Hilltop National Bank1,247
0.0% of portfolio›$88.7K
City State Bank1,168
0.0% of portfolio›$83.1K
KBC Group NV984
0.0% of portfolio›$70
First Community Trust NA900
0.0% of portfolio›$64.0K
USAdvisors Wealth Management, LLC709
0.0% of portfolio›$514
Sterling Capital Management LLC633
0.0% of portfolio›$45.0K
USA Financial Formulas548
0.0% of portfolio›$39.0K
Signature Equity Partners, LLC483
0.0% of portfolio›$34.4K
Farther Finance Advisors, LLC238
0.0% of portfolio›$16.9K
Larson Financial Group LLC232
0.0% of portfolio›$16.5K
Fortitude Family Office, LLC225
0.0% of portfolio›$16.0K
Salomon & Ludwin, LLC209
0.0% of portfolio›$14.9K
Versant Capital Management, Inc183
0.0% of portfolio›$13.0K
MassMutual Private Wealth & Trust, FSB124
0.0% of portfolio›$8.8K
Hilton Head Capital Partners, LLC94
0.0% of portfolio›$6.7K
EverSource Wealth Advisors, LLC93
0.0% of portfolio›$6.6K
Pinnacle Wealth Planning Services, Inc.82
0.0% of portfolio›$5.8K
IFP Advisors, Inc75
0.0% of portfolio›$5.3K
Blue Trust, Inc.60
0.0% of portfolio›$4.3K
Bell Investment Advisors, Inc60
0.0% of portfolio›$4.3K
Compass Financial Management LLC54
0.0% of portfolio›$3.8K
Assetmark, Inc47
0.0% of portfolio›$3.3K
Parkside Financial Bank & Trust40
0.0% of portfolio›$2.8K
Cullen T Bankers, Inc.38
0.0% of portfolio›$2.7K
Bare Financial Services, Inc17
0.0% of portfolio›$1.2K
Private Trust Co NA16
0.0% of portfolio›$1.1K
Root Financial Partners, LLC14
0.0% of portfolio›$996
Buck Wealth Strategies, LLC11
0.0% of portfolio›$783
Silver Grove Financial Group, Inc.10
0.0% of portfolio›$711
Covestor Ltd7
0.0% of portfolio›$0
Cedar Mountain Advisors, LLC4
0.0% of portfolio›$285
Essential Partners LLC2
0.0% of portfolio›$142
Hughes Financial Services, LLC1
0.0% of portfolio›$77
Caitong International Asset Management Co., Ltd1
0.0% of portfolio›$71
Austin Asset Management Co Inc0
3.9% of portfolio›$29.4M
Financial Insights, Inc.0
2.7% of portfolio›$10.7M
Paragon Capital Management Ltd0
1.0% of portfolio›$5.7M
StyleTurnoverLocationFiled
Dimensional Fund Advisors LP
1,117,093$79.5M0.0%IndexLowAustin, TX2026-11-04
Allspring Global Investments Holdings, LLC
506,415$37.3M0.1%CoreMediumCharlotte, NC2026-11-04
Bank of New York Mellon Corp
156,087$11.1M0.0%CoreLowNew York, NY2026-11-05
Principal Financial Group Inc
100,275$7.1M0.0%CoreLowDes Moines, IA2026-11-02
Moody Aldrich Partners LLC
96,864$6.9M1.3%ValueHighMarblehead, MA2026-10-27
Guardian Wealth Management, Inc.
58,954$4.2M2.1%GARPMediumPeoria, IL2026-10-30
Rosenthal | Henry Capital Advisors, Inc.
52,576$3.7M3.4%Deep ValueLowMishawaka, IN2026-10-27
RMR Capital Management, LLC
39,077$2.8M1.9%ValueVery LowTustin, CA2026-10-23
Citigroup Inc
29,164$2.1M0.0%CoreMediumNew York, NY2026-11-04
Y-Intercept (Hong Kong) Ltd
28,019$2.0M0.0%ValueVery HighHong Kong, South Korea2026-10-16
Oppenheimer Asset Management Inc.
27,229$1.9M0.0%CoreMediumNew York, NY2026-10-27
Sippican Capital Advisors
20,134$1.4M1.0%ValueLowBoston, MA2026-10-23
Tealwood Asset Management Inc
19,958$1.4K0.0%GrowthMediumMinneapolis, MN2026-10-13
Virginia Retirement Systems ET Al
16,849$1.2M0.0%CoreMediumRichmond, VA2026-10-28
Wedge Capital Management L L P
15,676$1.1M0.0%ValueMediumCharlotte, NC2026-10-13
Bokf, NA
13,271$944.1K0.0%CoreLowTulsa, OK2026-10-27
Thrivent Financial for Lutherans
13,212$9400.0%GARPMediumMinneapolis, MN2026-11-05
Illinois Municipal Retirement Fund
11,197$796.6K0.0%CoreMediumOak Brook, IL2026-11-05
Fifth Third Bancorp
10,787$767.4K0.0%IndexVery LowCincinnati, OH2026-11-05
SummerHaven Investment Management, LLC
10,135$721.0K0.4%Deep ValueHighStamford, CT2026-10-19
New York State Teachers Retirement System
9,096$6470.0%CoreVery LowAlbany, NY2026-10-22
Louisiana State Employees Retirement System
8,800$626.0K0.0%IndexLowBaton Rouge, LA2026-10-20
State of Alaska, Department of Revenue
8,637$6130.0%CoreVery LowJuneau, AK2026-10-15
Truist Financial Corp
8,539$607.5K0.0%CoreLowCharlotte, NC2026-10-30
Sheets Smith Wealth Management
8,180$582.0K0.1%CoreLowWinston-Salem, NC2026-10-16
Atria Investments, Inc
7,380$525.0K0.0%CoreMediumCharlotte, NC2026-10-15
Wealth Enhancement Advisory Services, LLC
7,090$511.1K0.0%CoreLowPlymouth, MN2026-10-13
Concurrent Investment Advisors, LLC
6,972$496.0K0.0%GrowthMediumTampa, FL2026-10-16
Arizona State Retirement System
5,944$422.9K0.0%IndexVery LowPhoenix, AZ2026-11-03
Amalgamated Bank
5,407$3850.0%CoreVery LowNew York, NY2026-10-23
Cambridge Investment Research Advisors, Inc.
5,398$3840.0%ETFLowFairfield, IA2026-11-02
Yousif Capital Management, LLC
5,237$372.6K0.0%IndexVery LowBloomfield Hills, MI2026-10-22
OP Asset Management Ltd
5,191$369.3K0.0%GrowthMediumHelsinki, Hungary2026-11-05
Park Avenue Securities LLC
4,927$3510.0%ETFMediumNew York, NY2026-10-26
Commonwealth of Pennsylvania Public School Empls Retrmt SYS
4,894$348.2K0.0%CoreLowHarrisburg, PA2026-11-03
Oregon Public Employees Retirement Fund
4,657$331.3K0.0%IndexVery LowTigard, OR2026-10-30
US Bancorp \de\
4,487$319.2K0.0%IndexLowMinneapolis, MN2026-11-05
Abel Hall, LLC
4,215$299.9K0.1%CoreMediumBaton Rouge, LA2026-10-19
Venture Visionary Partners LLC
4,000$284.6K0.0%CoreLowSylvania, OH2026-10-07
Kestra Advisory Services, LLC
3,914$278.5K0.0%CoreLowAustin, TX2026-11-02
Pictet Asset Management Holding SA
3,528$251.0K0.0%GrowthMediumCarouge, Switzerland2026-11-03
Verus Capital Partners, LLC
3,432$244.2K0.0%GrowthLowScottsdale, AZ2026-11-03
Axxion S.A.
3,332$237.0K0.0%CoreN/AGrevenmacher, Netherlands2026-10-22
Clear Harbor Asset Management, LLC
2,915$207.4K0.0%CoreLowStamford, CT2026-11-05
ProShare Advisors LLC
2,911$207.1K0.0%GrowthLowBethesda, MD2026-10-29
Nisa Investment Advisors, LLC
2,302$163.9K0.0%IndexVery LowSt. Louis, MO2026-10-20
Hilltop National Bank
1,247$88.7K0.0%CoreLowCasper, WY2026-10-14
City State Bank
1,168$83.1K0.0%GrowthVery LowNorwalk, IA2026-10-20
KBC Group NV
984$700.0%CoreMediumBrussels, Czech Republic2026-10-22
First Community Trust NA
900$64.0K0.0%GrowthLowDubuque, IA2026-10-07
USAdvisors Wealth Management, LLC
709$5140.0%ETFLowEden Prairie, MN2026-10-21
Sterling Capital Management LLC
633$45.0K0.0%GARPMediumCharlotte, NC2026-10-22
USA Financial Formulas
548$39.0K0.0%ETFVery HighAda, MI2026-10-16
Signature Equity Partners, LLC
483$34.4K0.0%GrowthMediumColumbus, OH2026-10-29
Farther Finance Advisors, LLC
238$16.9K0.0%IndexLowSan Francisco, CA2026-10-08
Larson Financial Group LLC
232$16.5K0.0%GrowthLowSt Louis, MO2026-11-05
Fortitude Family Office, LLC
225$16.0K0.0%ETFMediumScottsdale, AZ2026-10-14
Salomon & Ludwin, LLC
209$14.9K0.0%ETFVery LowRichmond, VA2026-10-29
Versant Capital Management, Inc
183$13.0K0.0%GARPLowPhoenix, AZ2026-10-02
MassMutual Private Wealth & Trust, FSB
124$8.8K0.0%CoreLowSpringfield, MA2026-10-05
Hilton Head Capital Partners, LLC
94$6.7K0.0%CoreMediumHilton Head Island, SC2026-10-23
EverSource Wealth Advisors, LLC
93$6.6K0.0%CoreMediumBirmingham, AL2026-11-04
Pinnacle Wealth Planning Services, Inc.
82$5.8K0.0%GARPLowMansfield, OH2026-10-27
IFP Advisors, Inc
75$5.3K0.0%GrowthLowTampa, FL2026-10-16
Blue Trust, Inc.
60$4.3K0.0%ETFLowBrentwood, TN2026-10-15
Bell Investment Advisors, Inc
60$4.3K0.0%ETFVery LowOrinda, CA2026-10-29
Compass Financial Management LLC
54$3.8K0.0%CoreN/ATampa, FL2026-10-30
Assetmark, Inc
47$3.3K0.0%ETFLowConcord, CA2026-10-21
Parkside Financial Bank & Trust
40$2.8K0.0%CoreVery LowSaint Louis, MO2026-10-27
Cullen T Bankers, Inc.
38$2.7K0.0%GrowthLowSan Antonio, TX2026-10-28
Bare Financial Services, Inc
17$1.2K0.0%ETFVery LowGap, PA2026-11-04
Private Trust Co NA
16$1.1K0.0%CoreLowCleveland, OH2026-10-20
Root Financial Partners, LLC
14$9960.0%ETFMediumEncinitas, CA2026-10-21
Buck Wealth Strategies, LLC
11$7830.0%ValueMediumDenver, CO2026-10-28
Silver Grove Financial Group, Inc.
10$7110.0%CoreMediumOrchard Park, NY2026-11-05
Covestor Ltd
7$00.0%ValueHighLondon, United Kingdom2026-10-30
Cedar Mountain Advisors, LLC
4$2850.0%ETFVery LowLake Oswego, OR2026-10-15
Essential Partners LLC
2$1420.0%ValueMediumRancho Santa Fe, CA2026-10-14
Hughes Financial Services, LLC
1$770.0%ETFLowHerndon, VA2026-10-30
Caitong International Asset Management Co., Ltd
1$710.0%GrowthVery HighHong Kong, South Korea2026-10-29
Austin Asset Management Co Inc
0$29.4M3.9%ETFVery LowAustin, TX2026-10-29
Financial Insights, Inc.
0$10.7M2.7%ETFLowTacoma, WA2026-10-27
Paragon Capital Management Ltd
0$5.7M1.0%CoreVery LowDenver, CO2026-10-09