Pathward Financial, Inc. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| BLACKROCK, INC. | 05/02/2025 | 3.46 M | $252.22 M | -3.03% | 14.61% |
| FMR LLC | 05/12/2025 | 2.14 M | $155.87 M | -3.04% | 9.03% |
| VANGUARD GROUP INC | 05/09/2025 | 1.75 M | $127.96 M | -1.40% | 7.41% |
| STATE STREET CORP | 05/15/2025 | 1.53 M | $111.51 M | -7.58% | 6.46% |
| DIMENSIONAL FUND ADVISORS LP | 05/13/2025 | 1.29 M | $94.32 M | -8.93% | 5.47% |
| GEODE CAPITAL MANAGEMENT, LLC | 05/13/2025 | 716.35 K | $52.27 M | 0.68% | 3.03% |
| AMERICAN CENTURY COMPANIES INC | 05/13/2025 | 686.42 K | $50.07 M | 6.73% | 2.90% |
| JPMORGAN CHASE & CO | 05/12/2025 | 450.47 K | $32.86 M | -20.86% | 1.90% |
| MORGAN STANLEY | 05/15/2025 | 421.71 K | $30.76 M | -9.30% | 1.78% |
| 04/22/2025 | 411.47 K | $411.47 K | -6.04% | 1.74% | |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 05/09/2025 | 315.80 K | $23.04 M | -4.72% | 1.33% |
| UBS ASSET MANAGEMENT AMERICAS INC | 05/19/2025 | 312.77 K | $22.82 M | -1.93% | 1.32% |
| 05/12/2025 | 312.48 K | $22.80 M | 100.00% | 1.32% | |
| INVESCO LTD. | 05/12/2025 | 307.26 K | $22.41 M | 30.91% | 1.30% |
| MAWER INVESTMENT MANAGEMENT LTD. | 05/07/2025 | 287.64 K | $20.98 M | 11.14% | 1.22% |
| NORTHERN TRUST CORP | 05/13/2025 | 267.10 K | $19.48 M | -0.34% | 1.13% |
| DRIEHAUS CAPITAL MANAGEMENT LLC | 05/15/2025 | 247.30 K | $18.04 M | -0.37% | 1.05% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 04/16/2025 | 235.01 K | $17.14 M | 2.76% | 0.99% |
| TWO SIGMA INVESTMENTS, LP | 05/15/2025 | 209.69 K | $15.30 M | 39.31% | 0.89% |
| BANK OF NEW YORK MELLON CORP | 04/29/2025 | 190.67 K | $13.91 M | -6.33% | 0.81% |
| GOLDMAN SACHS GROUP INC | 05/16/2025 | 180.95 K | $13.20 M | -78.22% | 0.76% |
| WELLINGTON MANAGEMENT GROUP LLP | 05/13/2025 | 178.19 K | $13.00 M | 100.00% | 0.75% |
| FOUNDRY PARTNERS, LLC | 05/05/2025 | 176.61 K | $12.88 M | 1.37% | 0.75% |
| ELGETHUN CAPITAL MANAGEMENT | 05/09/2025 | 173.96 K | $12.69 M | 4.49% | 0.74% |
| PANAGORA ASSET MANAGEMENT INC | 05/15/2025 | 164.68 K | $12.01 M | 0.17% | 0.70% |
| PHOCAS FINANCIAL CORP. | 05/09/2025 | 163.34 K | $11.92 M | -5.46% | 0.69% |
| QUBE RESEARCH & TECHNOLOGIES LTD | 05/15/2025 | 156.95 K | $11.45 M | -7.01% | 0.66% |
| JUPITER ASSET MANAGEMENT LTD | 05/09/2025 | 155.27 K | $11.33 M | 54.74% | 0.66% |
| TWO SIGMA ADVISERS, LP | 05/15/2025 | 141.20 K | $10.30 M | 8.28% | 0.60% |
| MOODY ALDRICH PARTNERS LLC | 04/29/2025 | 136.36 K | $9.95 M | -1.48% | 0.58% |
| NEUMEIER POMA INVESTMENT COUNSEL LLC | 05/12/2025 | 132.68 K | $9.68 M | 100.00% | 0.56% |
| MILLENNIUM MANAGEMENT LLC | 05/15/2025 | 128.65 K | $9.38 M | 264.05% | 0.54% |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | 05/15/2025 | 122.50 K | $8.94 M | -11.29% | 0.52% |
| PRINCIPAL FINANCIAL GROUP INC | 04/28/2025 | 118.85 K | $8.67 M | -1.56% | 0.50% |
| ORCHARD CAPITAL MANAGEMENT, LLC | 05/15/2025 | 116.20 K | $8.48 B | -25.44% | 0.49% |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | 05/12/2025 | 114.93 K | $8.38 M | -51.08% | 0.49% |
| VINVA INVESTMENT MANAGEMENT LTD | 05/14/2025 | 113.19 K | $65.28 M | 2.15% | 0.48% |
| APTUS CAPITAL ADVISORS, LLC | 05/13/2025 | 112.52 K | $8.21 M | 12.75% | 0.48% |
| ALGERT GLOBAL LLC | 05/13/2025 | 102.65 K | $7.49 M | -10.72% | 0.43% |
| KENNEDY CAPITAL MANAGEMENT LLC | 05/13/2025 | 100.42 K | $7.33 M | 290.62% | 0.42% |
| STATE OF WISCONSIN INVESTMENT BOARD | 05/15/2025 | 95.23 K | $6.95 M | -2.22% | 0.40% |
| ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC | 04/24/2025 | 78.44 K | $5.80 M | 1,023.90% | 0.33% |
| PRUDENTIAL FINANCIAL INC | 05/13/2025 | 74.31 K | $5.42 M | 23.34% | 0.31% |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 05/15/2025 | 72.40 K | $5.28 M | -16.91% | 0.31% |
| RHUMBLINE ADVISERS | 05/29/2025 | 67.41 K | $4.92 M | -5.97% | 0.28% |
| LEGAL & GENERAL GROUP PLC | 05/15/2025 | 66.61 K | $4.86 M | -4.19% | 0.28% |
| F/M INVESTMENTS LLC | 05/14/2025 | 63.10 K | $4.60 M | 0.40% | 0.27% |
| D. E. SHAW & CO., INC. | 05/15/2025 | 62.79 K | $4.58 M | -23.80% | 0.27% |
| BRANDYWINE GLOBAL INVESTMENT MANAGEMENT, LLC | 05/13/2025 | 58.65 K | $4.28 M | -3.63% | 0.25% |
| AMERIPRISE FINANCIAL INC | 05/14/2025 | 56.42 K | $4.12 M | -9.26% | 0.24% |
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Pathward Financial, Inc. institutional Ownership - FAQ's
During the previous two years, 329 institutional investors and hedge funds held shares of Pathward Financial, Inc.. The most heavily invested institutionals were:
BlackRock, Inc.: 3.46 M
FMR LLC: 2.14 M
VANGUARD GROUP INC: 1.75 M
STATE STREET CORP: 1.53 M
DIMENSIONAL FUND ADVISORS LP: 1.29 M
GEODE CAPITAL MANAGEMENT, LLC: 716,347
90.98% of Pathward Financial, Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 27.87 M shares in the last 24 months. This purchase volume represents approximately $2.17 B in transactions.