Pathward Financial, Inc. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| BLACKROCK FUNDING, INC. /DE | 11/13/2024 | 3.67 M | $242.02 M | 100.00% | 14.86% |
| FMR LLC | 11/13/2024 | 2.05 M | $135.47 M | 6.88% | 8.32% |
| VANGUARD GROUP INC | 11/13/2024 | 1.87 M | $123.25 M | -2.99% | 7.57% |
| DIMENSIONAL FUND ADVISORS LP | 11/07/2024 | 1.47 M | $96.84 M | -2.25% | 5.95% |
| STATE STREET CORP | 11/14/2024 | 1.27 M | $84.22 M | 1.35% | 5.17% |
| GOLDMAN SACHS GROUP INC | 11/14/2024 | 772,530 | $50.99 M | 54.81% | 3.13% |
| GEODE CAPITAL MANAGEMENT, LLC | 11/12/2024 | 699,884 | $46.21 M | 2.78% | 2.84% |
| AMERICAN CENTURY COMPANIES INC | 11/12/2024 | 580,219 | $38.30 M | 14.96% | 2.35% |
| MORGAN STANLEY | 11/14/2024 | 548,764 | $36.22 M | 38.44% | 2.22% |
| JPMORGAN CHASE & CO | 11/08/2024 | 373,907 | $24.68 M | -4.51% | 1.52% |
| NUVEEN ASSET MANAGEMENT, LLC | 11/14/2024 | 367,296 | $24.25 M | 34.74% | 1.49% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 11/12/2024 | 328,413 | $21.68 M | 0.53% | 1.33% |
| INVESCO LTD. | 11/12/2024 | 320,295 | $21.14 M | 17.33% | 1.30% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 10/24/2024 | 290,009 | $19.14 M | -11.86% | 1.18% |
| NANTAHALA CAPITAL MANAGEMENT, LLC | 11/14/2024 | 264,203 | $17.44 M | -51.20% | 1.07% |
| PHILOSOPHY CAPITAL MANAGEMENT LLC | 11/14/2024 | 234,606 | $15.49 M | -33.66% | 0.95% |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | 11/14/2024 | 225,956 | $14.92 M | -1.14% | 0.92% |
| MAWER INVESTMENT MANAGEMENT LTD. | 11/07/2024 | 225,815 | $14.91 M | 3.22% | 0.92% |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 11/14/2024 | 218,271 | $14.41 M | 434.24% | 0.88% |
| BANK OF NEW YORK MELLON CORP | 11/12/2024 | 211,358 | $13.95 M | -11.44% | 0.86% |
| DRIEHAUS CAPITAL MANAGEMENT LLC | 11/14/2024 | 204,970 | $13.53 M | 100.00% | 0.83% |
| ELGETHUN CAPITAL MANAGEMENT | 11/14/2024 | 194,116 | $12.81 M | 0.19% | 0.79% |
| F/M INVESTMENTS LLC | 10/29/2024 | 189,869 | $12.53 M | -0.40% | 0.77% |
| QUBE RESEARCH & TECHNOLOGIES LTD | 11/14/2024 | 183,115 | $12.09 M | 65.18% | 0.74% |
| PHOCAS FINANCIAL CORP. | 11/07/2024 | 174,307 | $11.51 M | -5.87% | 0.71% |
| PANAGORA ASSET MANAGEMENT INC | 11/13/2024 | 165,723 | $10.94 M | 0.93% | 0.67% |
| ORCHARD CAPITAL MANAGEMENT, LLC | 11/13/2024 | 165,081 | $10.77 M | -11.94% | 0.67% |
| ALTA FOX CAPITAL MANAGEMENT, LLC | 11/14/2024 | 157,154 | $10.37 M | -54.54% | 0.64% |
| TWO SIGMA INVESTMENTS, LP | 11/14/2024 | 154,757 | $10.22 M | 35.50% | 0.63% |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | 11/14/2024 | 146,483 | $9.67 M | 5.81% | 0.59% |
| FOUNDRY PARTNERS, LLC | 11/08/2024 | 131,458 | $8.68 M | 59.26% | 0.53% |
| GRIZZLYROCK CAPITAL, LLC | 11/14/2024 | 127,953 | $8.45 M | -31.38% | 0.52% |
| TWO SIGMA ADVISERS, LP | 11/14/2024 | 124,800 | $8.24 M | 19.77% | 0.51% |
| MOODY ALDRICH PARTNERS LLC | 10/22/2024 | 124,117 | $8.19 M | 31.70% | 0.50% |
| D. E. SHAW & CO., INC. | 11/14/2024 | 123,092 | $8.13 M | 30.14% | 0.50% |
| PRINCIPAL FINANCIAL GROUP INC | 10/31/2024 | 117,915 | $7.78 M | -5.63% | 0.48% |
| JUPITER ASSET MANAGEMENT LTD | 11/12/2024 | 117,801 | $7.78 M | -5.35% | 0.48% |
| ALGERT GLOBAL LLC | 11/12/2024 | 113,484 | $7.49 M | 41.19% | 0.46% |
| VINVA INVESTMENT MANAGEMENT LTD | 11/14/2024 | 104,508 | $59.29 M | 13.12% | 0.42% |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 11/14/2024 | 96,703 | $6.38 M | -27.35% | 0.39% |
| STATE OF WISCONSIN INVESTMENT BOARD | 11/14/2024 | 92,054 | $6.08 M | 1.64% | 0.37% |
| RHUMBLINE ADVISERS | 11/12/2024 | 72,290 | $4.77 M | -5.12% | 0.29% |
| LEGAL & GENERAL GROUP PLC | 11/14/2024 | 71,853 | $4.74 M | -0.86% | 0.29% |
| AMERIPRISE FINANCIAL INC | 11/14/2024 | 68,837 | $4.54 M | -11.27% | 0.28% |
| TUDOR INVESTMENT CORP ET AL | 11/14/2024 | 66,111 | $4.36 M | 556.71% | 0.27% |
| BRANDYWINE GLOBAL INVESTMENT MANAGEMENT, LLC | 11/12/2024 | 63,662 | $4.69 M | -2.75% | 0.26% |
| FIRST TRUST ADVISORS LP | 11/13/2024 | 60,226 | $3.98 M | -23.92% | 0.24% |
| BARCLAYS PLC | 11/19/2024 | 56,327 | $3.72 M | 83.14% | 0.23% |
| JOHN W. ROSENTHAL CAPITAL MANAGEMENT, INC. | 10/29/2024 | 54,849 | $3.62 M | 1.29% | 0.22% |
| EPOCH INVESTMENT PARTNERS, INC. | 11/13/2024 | 53,121 | $3.51 M | 8.58% | 0.22% |
Pathward Financial, Inc.institutional Ownership - FAQ's
During the previous two years, 321 institutional investors and hedge funds held shares of Pathward Financial, Inc.. The most heavily invested institutionals were:
BlackRock Funding, Inc. /DE: 3.67 M
FMR LLC: 2.05 M
VANGUARD GROUP INC: 1.87 M
DIMENSIONAL FUND ADVISORS LP: 1.47 M
STATE STREET CORP: 1.27 M
GOLDMAN SACHS GROUP INC: 772,530
91.05% of Pathward Financial, Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 28.48 M shares in the last 24 months. This purchase volume represents approximately $2.10 B in transactions.