CASH Pathward Financial, Inc.
Pathward Financial, Inc. (CASH) Institutional Ownership
What the institutions did with CASH last quarter, from their 13F filings. Counting managers rather than shares is the point: a single index fund adding to a position tells you far less than four hundred separate managers all deciding to. Positions as reported for the quarter ended September 30, 2026.
Every manager below opens. Subscribers can see any firm's whole portfolio — every position, its weight, and what they bought, trimmed and exited last quarter.
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Each block is one manager, sized by shares held and colored by how much they moved the position last quarter. Green added, red cut, grey stood pat.
Largest holders
| Manager | Shares | % of reported |
|---|---|---|
| DIMENSIONAL FUND ADVISORS LP | 1.1M | 30.4% |
| GEODE CAPITAL MANAGEMENT, LLC | 732.1K | 19.9% |
| Allspring Global Investments Holdings, LLC | 506.4K | 13.8% |
| Bank of New York Mellon Corp | 156.1K | 4.2% |
| DEUTSCHE BANK AG\ | 121.0K | 3.3% |
| PRINCIPAL FINANCIAL GROUP INC | 100.3K | 2.7% |
| Moody Aldrich Partners LLC | 96.9K | 2.6% |
| First Trust Capital Management L.P. | 86.4K | 2.3% |
| Mawer Investment Management Ltd. | 65.0K | 1.8% |
| Guardian Wealth Management, Inc. | 59.0K | 1.6% |
| Rosenthal | Henry Capital Advisors, Inc. | 52.6K | 1.4% |
| RMR Capital Management, LLC | 39.1K | 1.1% |
| Squarepoint Ops LLC | 36.2K | 1.0% |
| Emerald Investment Advisers, LLC | 31.8K | 0.9% |
| Russell Investments Group, Ltd. | 30.9K | 0.8% |
| CITIGROUP INC | 29.2K | 0.8% |
| Y-Intercept (Hong Kong) Ltd | 28.0K | 0.8% |
| OPPENHEIMER ASSET MANAGEMENT INC. | 27.2K | 0.7% |
| EMERALD MUTUAL FUND ADVISERS TRUST | 21.5K | 0.6% |
| Sippican Capital Advisors | 20.1K | 0.5% |
| TEALWOOD ASSET MANAGEMENT INC | 20.0K | 0.5% |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 16.8K | 0.5% |
| WEDGE CAPITAL MANAGEMENT L L P/NC | 15.7K | 0.4% |
| BARCLAYS PLC | 14.7K | 0.4% |
| BOKF, NA | 13.3K | 0.4% |
Largest changes
| Manager | Action | Previous | Current | Change |
|---|---|---|---|---|
| Mawer Investment Management Ltd. | Reduced | 271.7K | 65.0K | -206.6K |
| Allspring Global Investments Holdings, LLC | Increased | 339.3K | 506.4K | +167.1K |
| First Trust Capital Management L.P. | New | 0 | 86.4K | +86.4K |
| DIMENSIONAL FUND ADVISORS LP | Increased | 1.1M | 1.1M | +52.2K |
| PRINCIPAL FINANCIAL GROUP INC | Reduced | 152.3K | 100.3K | -52.0K |
| DEUTSCHE BANK AG\ | Reduced | 148.1K | 121.0K | -27.1K |
| Squarepoint Ops LLC | Increased | 24.4K | 36.2K | +11.8K |
| Y-Intercept (Hong Kong) Ltd | Increased | 17.7K | 28.0K | +10.3K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | New | 0 | 7.1K | +7.1K |
| CITIGROUP INC | Reduced | 36.1K | 29.2K | -6.9K |
| FIRST CITIZENS BANK & TRUST CO | Sold Out | 5.9K | 0 | -5.9K |
| ALPS ADVISORS INC | Sold Out | 5.5K | 0 | -5.5K |
| Cambridge Investment Research Advisors, Inc. | New | 0 | 5.4K | +5.4K |
| Procyon Advisors, LLC | Sold Out | 4.2K | 0 | -4.2K |
| BARCLAYS PLC | Increased | 10.6K | 14.7K | +4.1K |
| Kestra Advisory Services, LLC | New | 0 | 3.9K | +3.9K |
| Moody Aldrich Partners LLC | Increased | 93.0K | 96.9K | +3.9K |
| Bank of New York Mellon Corp | Reduced | 159.9K | 156.1K | -3.8K |
| State of Alaska, Department of Revenue | Reduced | 12.2K | 8.6K | -3.6K |
| VERUS CAPITAL PARTNERS, LLC | New | 0 | 3.4K | +3.4K |
| Swiss Life Asset Management Ltd | Sold Out | 3.1K | 0 | -3.1K |
| TRUIST FINANCIAL CORP | Increased | 5.4K | 8.5K | +3.1K |
| LPL Financial LLC | Increased | 5.2K | 7.9K | +2.7K |
| PROFUND ADVISORS LLC | Sold Out | 2.4K | 0 | -2.4K |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | Sold Out | 2.4K | 0 | -2.4K |
| WEDBUSH SECURITIES INC | Sold Out | 2.4K | 0 | -2.4K |
| VIRGINIA RETIREMENT SYSTEMS ET Al | Reduced | 19.1K | 16.8K | -2.3K |
| denkapparat Operations GmbH | Increased | 3.0K | 5.1K | +2.1K |
| WEDGE CAPITAL MANAGEMENT L L P/NC | Increased | 13.7K | 15.7K | +2.0K |
| Guardian Wealth Management, Inc. | Increased | 57.3K | 59.0K | +1.6K |
| Maryland State Retirement & Pension System | Increased | 3.1K | 4.6K | +1.6K |
| SummerHaven Investment Management, LLC | Increased | 9.0K | 10.1K | +1.1K |
| GEODE CAPITAL MANAGEMENT, LLC | Reduced | 733.1K | 732.1K | -1.0K |
| FIFTH THIRD BANCORP | Increased | 9.9K | 10.8K | +838 |
| BOKF, NA | Increased | 12.5K | 13.3K | +736 |
| Thrivent Financial for Lutherans | Reduced | 13.9K | 13.2K | -650 |
| Louisiana State Employees Retirement System | Reduced | 9.3K | 8.8K | -500 |
| YOUSIF CAPITAL MANAGEMENT, LLC | Reduced | 5.7K | 5.2K | -481 |
| TEALWOOD ASSET MANAGEMENT INC | Reduced | 20.4K | 20.0K | -480 |
| PARK AVENUE SECURITIES LLC | Increased | 4.5K | 4.9K | +473 |
| Sterling Capital Management LLC | Increased | 177 | 633 | +456 |
| Illinois Municipal Retirement Fund | Reduced | 11.6K | 11.2K | -394 |
| Concurrent Investment Advisors, LLC | Increased | 6.6K | 7.0K | +384 |
| PNC Financial Services Group, Inc. | Increased | 2.3K | 2.6K | +383 |
| Axxion S.A. | Increased | 3.0K | 3.3K | +361 |
| Amundi | Increased | 6.4K | 6.7K | +300 |
| AMALGAMATED BANK | Reduced | 5.7K | 5.4K | -277 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | Reduced | 9.4K | 9.1K | -270 |
| Pinnacle Wealth Planning Services, Inc. | Reduced | 324 | 82 | -242 |
| OPPENHEIMER ASSET MANAGEMENT INC. | Reduced | 27.5K | 27.2K | -234 |
| Emerald Investment Advisers, LLC | Increased | 31.6K | 31.8K | +230 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | Reduced | 4.9K | 4.7K | -200 |
| Fortitude Family Office, LLC | Increased | 49 | 225 | +176 |
| ProShare Advisors LLC | Reduced | 3.1K | 2.9K | -161 |
| Atria Investments, Inc | Increased | 7.2K | 7.4K | +140 |
| Farther Finance Advisors, LLC | Increased | 120 | 238 | +118 |
| Russell Investments Group, Ltd. | Reduced | 31.1K | 30.9K | -112 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | Reduced | 5.0K | 4.9K | -112 |
| Abel Hall, LLC | Increased | 4.1K | 4.2K | +106 |
| SIMPLEX TRADING, LLC | Sold Out | 71 | 0 | -71 |
13F filings are due 45 days after quarter end and cover long positions in U.S.-listed equities only, so this is a lagged and partial picture: shorts, bonds and foreign listings never appear. Options positions are excluded here rather than folded into the share counts. Political ownership is coming.